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Nonprofit Radio for July 26, 2019: 450th Show!

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Claire Meyerhoff, Scott Stein, Maria Semple, Gene Takagi & Amy Sample Ward: 450th Show!
We’re celebrating Nonprofit Radio’s 9th anniversary and 450th show! We’ve got Claire Meyerhoff co-hosting, live music from Scott Stein, giveaways from Cura Coffee, our contributors Maria Semple, Gene Takagi and Amy Sample Ward, July 26 history lessons and lots more fun. To win prizes, tweet about our 450th using #NonprofitRadio. We’ll pick the clever ones and shout you and your nonprofit as winners, making you a part of history. Celebrate with us!

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Transcript for 450_tony_martignetti_nonprofit_radio_20190726.mp3 Processed on: 2019-07-27T00:45:39.647Z S3 bucket containing transcription results: transcript.results Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results Path to JSON: 2019…07…450_tony_martignetti_nonprofit_radio_20190726.mp3.427129504.json Path to text: transcripts/2019/07/450_tony_martignetti_nonprofit_radio_20190726.txt Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. You heard that live music. It’s our 450 of show foreigners. That’s a lot. That’s a lot of radio. I’m glad you’re with me. I’d be thrown into op Telmo psychosis if I saw that you missed today’s show. It’s our 4/50. Claire Meyerhoff from the PG agency is our guest co host. We’ve got this live music from Scott Stein. All our contributors Jean Takagi, Amy Stamp Award and Maria Simple will be calling in along with the new sponsors to introduce and announce we’re gonna giveaway bags of cure a coffee. Scott is going to be playing more music for us. Claire’s gonna lead us in a fun history lesson. We’re live tweeting with the hashtag non-profit radio, So join us on Twitter. We’re on Facebook. Live at the Tony No at on my page. Tony martignetti zoho of your If you are a friend there, we’re on Facebook. But if not Twitter with the hashtag non-profit radio. This is all on our 4/50 show, ninth anniversary Thank you so much for being with us. Were sponsored by Response, sir by Wagner c. P A is guiding you beyond the numbers. Wagner cps dot com By Cougar Mountain Software Denali fundez They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial also sponsored by turn to Communications, p. R and content for non-profits, your story is their mission. Turn hyphen two t w o dot co So that website is turn hyphen. T w o dot CO and for the 450th show were sponsored by Cure Coffee connecting coffee lovers with farmers and families who harvest the finest organic coffee beans. Cure a cough a dot com. Don’t you talk pretty? That’s clear. Meyerhoff. Welcome. Welcome. Oh, she’s a trained. She’s radio could tell that I’m on treyz Telemann train and she’s a pro. Welcome back to the show in my heart for 50. Thank you for coming up. Thank you. Came from Washington D c. I drove actually was in New England. Drove down yesterday. Will be driving back to D. C. Welcome. Bible days are creative producer. It’s good to have you. Yes, way We started this show. Will you started the show. But I helped you way back when you asked me some for some advice, and you were like, What would you charge me? And I’m like, you know, really wouldn’t charge you anything. But you know what I’d like? I’d like my name at the end of the credits of every show. It’s been their claim. Our creative producer, cloudgood I know it’s serving last. That’s what you want. It’s there. Nine years. It’s been, like one. A legacy. Scotty Stein’s got Stein. Welcome back. Thank you. Thanks for having me. Always good to see it. Always good to be beyond the show. Pleasure. I love having you for the anniversary shows. You bring your keyboard. Yep. We’re gonna hear cheap red wine. We are gonna hear a brand new composition World release. Ah, yeah. I wrote it this morning. Okay. E wrote it this morning. First to hear it are awesome. Yes. What? What’s going on in the Scott Stein music World Music gigs coming up? Yeah, actually, doing a gig out in Brooklyn on Monday at a place called Bark or Tits And the debt. Ms. Park section of Brooklyn, close to where I live. Uh, me and three other songwriters Jerry Cherry, Kyle Lacey and Sarah Wise doing kind of a song writers in the round thing. It’s a great little room for that. So I’m doing that on that. I’m about to head to Chicago on Wednesday. I’m goingto Lollapalooza. I’m playing really play? No, I am playing a CZ part of a kid’s rock fan, Joanie Leeds in The Night Lights who I’ve worked with for almost 10 years. Uh, we’re playing the kids stage at Lollapalooza on Thursday. Friday, Joanie Leeds and that’s it. Love that. Congratulations, follow-up, Pollux. Yeah, I’m excited. How do they define kids at Lollapalooza? But, uh, I think 10 and under. Okay. I mean, I think the general demographic for Joni’s me could be anything from like toddlers up. Three. Think that 1st 2nd grade, something like that. It’s pretty broad range of children’s ages, but a lot of fun. It’s super super fun. Congratulations. Thank you. It’s awesome. Yeah, What’s going on in the clear Meyerhoff PG agency World plan giving creative. I continue to help lots of wonderful non-profit organizations with their legacy programs, helping them build out their legacy societies and helping them reach and engage their best prospect. So they make requests and other plan gif ts to their favorite non-profit charities. About s So where you living now? You live in North Carolina and I live in Washington, D C live in Alexandria, Virginia, in Alexandria. Okay. Okay. What’s Ah, that’s a cool town. It’s great a lot going on right now. That’s Ah, that’s the new isn’t Google. It’s coming. The Amazon Amazon. Remember? Amazon had the big contest and it shows part of Arlington, Virginia to be the darling of Alexander. Pretty darn close. Pretty close. Does this mean your property value is going about my condo in October? And it’s already increased quite a bit. So it was. It’s been good for real estate, Awesome in the DC area, people buzzing about this And I guess that’s the thing like Courtney, I don’t know. You know, you’re not in the, you know, in the local Well, there’s a lot to talk about. What you live in Washington, D. C, for instance. There’s this guy on Pennsylvania Avenue and there’s this Congress and okay, so people talk about it and then they talk about non-profit radio there, like every day I walk down Pennsylvania Avenue, our Constitution evident. People are just talking about Tony martignetti non-profit radio and I go What’s not to talk? That’s great. It’s 9th 9th 10th anniversary. You know, I can’t believe Help me. You did help me in the beginning. It’s got nine years on. I have, I have when I’m gonna get to actually way could share these Now I got I got the history is where it was a little thematic Well, history’s thematic thing Yes, you’re clear Your very first show non-profit radio. Yeah, I have it. Here’s the show sheet from It was July 23rd 2010. Wow, nine years ago. That was nine years ago. We started in July. So you were on, like the third or fourth show I was. What was I talking about? I think donorsearch Tory’s for playing storytelling was actually story storytelling in jargon. Remember mary-jo argast maybe jargon jail Throw people in jargon jail. That was your charge. It was your concept. I hate jargon. Credit. I hate the word used all the time. I don’t want any. I don’t ever want to hear the word youth in everything because as I learned in broadcast journalism from Bill Torrey at American University. He said no one ever says, like I saw five youths running down the street. People don’t talk like that. No, this I saw you got five teenagers, five young people running down the street. But that was your first show and jargon. See, the, uh well, I made you those shows. She’s a major your clock. But look how Look at the comparison. I mean, there’s the 2010 show sheet is just like lines, right? And the 2019 is big paragraphs. Dense. We got more going on. All right. Scott Stein. I got your first, uh, Scott Stein. We first used your music on the September 6 2013 show That’s coming up nine years. Yeah, I know. I’m sorry. Wait. Coming up. Six years starts coming up six years? Yes, exactly. I agree. And ah, so that was And that was the first time we used it. And then your for your first time, live with us. Was the 200 show July 18 2014. Okay, 200. You’ve been here for every anniversary since. Except one. Yeah, there was one. I had to go to your apartment record, right? I think I was gonna be on the road or something. That during that during the live broadcast. So yeah, but I pre recorded way pre recorded cheap red wine and played it. I don’t know if that was the 3/50. It was like the one you’ve been on every anniversary since doing every 50. It’s fun. It’s really like a high. Almost like a highlight of the year I turned summer. I’m like, Oh, pretty soon we’re going to do the New York New York show. You think about just I love it. It’s fun because biggest for me. I worked in radio for years, and it’s like my only radio thing I do anymore. We’re gonna turn Scottie. Alright, cheap red wine. This is the song that I licensed from you in 2013. And of course, we only sample of 10 seconds before the vocals. You know, Uh, so I always wanted it. I always want you to play it live. Yeah, and full. And so, if anything you want to say about cheap red wine, I don’t know. This song is older than the show. Uh, comes from a record that it did back in 2009 10 years ago. And I think the song was had already had it for about a year before that. But, uh, yeah, it’s Ah, it’s been really fun. Thio here. It used in this kind of context, So happy to do it for you, son. Please hurry up, baby. Just keep talking sooner later. Offing a routes to what you mean seeking romantic advice from a bimbo. Dumb luck never answers upon a TV street way can agree on nothing way Get tail or ups from my down It is a pawn in each other now, baby. And this look that we found you know you used if I’m a charming gonna can figure out how And you said you thought I was handsome But it doesn’t matter now so keep fallin lungs Your time will allow because I gotta empty promises every bottle of cheap red wine and wait, Wait, Just diamonds. They won’t talk to the cut of clothing that I wear with good stuff when you’re too easily distracted too. Okay, you got to, man. So I’m gonna do the best that I can, but maybe you have some competition day when I’m a wealthy man. You know, I used to find a charming, but I can’t figure out how you said you thought. Always handsome. But it doesn’t matter now, so get full in my punch. Sloane’s your time allow because I’ve got her and promises a bottle of cheap wine. And let’s raise our glasses to take a drink of better days. The other bilich a kiss like that, you say, And I ain’t gonna kill Helen’s dialogue. National victory signs. Who’s We’re perfect for each other long nobody else. Nobody is way. You know, you used to find me charming, but I can’t figure out how you said your father was. Hanson never minded, no matter now. So he had fallen from a punch. Eyes is like your time will allow. Got her Any promises? Neo-sage I love that. I just love that song. Thank you. There’s nobody waiting in line just like cheap red wine. Love. It’s got Thank you. Thank you so much. E-giving are gonna play another one for us later on. Yeah, the the World release premiere. Um I want to give away a prize. We’ll start with Yes. We’ll start with our prize is the 1st 1 is going to This is these are our recent subscribers to the insider alerts where you get it. You get an email from me every Thursday tells you the guest star insider alerts linked to my video on the 1st 1 The most recent to be subscribed is Dennis Lee. Dennis is executive director at the Marching Elite Foundation. So Dennis is gonna get a pound of cure coffee. Congratulations, Dennis Lee, Your coffee going to Dennis Lee? Thank you for being our most recent insider dentist. And, um, we have a little, uh we have a little We have a little bit about, uh, a little bit about your cure Coffee. Well, what we do, we D’oh! I love your coffee. It’s my favorite cure. A coffee directly connects coffee lovers with farmers and families who harvest the finest organic coffee beans. And, you know, with every cup of cure, you joined their effort to expand sustainable dental care to remote communities around the world. They are a direct trade coffee company Now, with learning opportunities for dental students in the U. S and abroad. Cure coffee dot com. I love that mission that is so great. They do the dental work for the farmers of the of the beans because the CEO of the company is a dentist. That’s great. I love that Thomas Godlessness. Fantastic. He’s a dentist in California. Yes, bona fide dds after his name. So maybe I’ll go to California to see him. Because, you know, a good dentist. That’s that’s what you find when you stay for life. I’m going to California for years old Blue Frost and Rutherford, New Jersey. Really? Um, yeah. Trust in, like, 3000 dentists. And then you’re not going to, you know, practice dental loyalty. Well, I D’oh, but I guess I have moved to other places where it’s not practical to my dentist and Carl play. Well done, Island, New York. You’ll dentist with anybody? Nothing. My original dentists. Bad reputation, the bad dental grip. You should practice more dental lorts. I hope you’re practicing safe industry. I have my new dentist in Shady Side Maryland. 1,003,000. Dentists. I hope you’re doing it safely. Um, So there was something, huh? Let’s see. Where are we now? Okay, Is that it’s somebody on the phone. Oh, excellent. Okay. Awesome. That must be Jean Takagi. Hey, Jane. Congratulations. Thank you. That is Jean Takagi Eyes our legal contributor, Jean Jean. The Law machine. You’ll find him at neo-sage log group dot com and he’s at G. Tack on Twitter. Longstanding, longstanding contributor. How are you, Gene? I’m doing excellent. How are you? Oh, very good. It’s the 4450th 9th anniversary, huh? You know, we’re doing great. My voice is cracking, which means I’m excited that we’re doing great. Like I’m 14. Um, what’s going on? It, uh, like Neil latto. What do you, uh, what you all paying attention to in San Francisco? We’re enjoying this summer. It’s not. It’s not so hot here. So we’re having fun here, And, uh, I’m working with my partner, Aaron bradrick and Cindy latto. Actually, who’s the director of the master of masters and science of the non-profit management program at Columbia University. Designed a course for the program that we’re really looking forward to doing that. So does that mean you’re gonna be in New York teaching? I may be a little bit more, but we’re doing the design phase right now. Still in design phase. Okay, but you’re hired, right? It’s not You’re going to do it. We’re all working it out right now. Okay? I won’t make any premature announcements. Would get everybody excited. I’m sure we’ll be the first to know. Yeah, yeah, we’re here. We’re here in New York. It’s gotta be. It’s gonna be the breaking news here, so let us know, Gene. Absolutely. Okay. Um and what would you be teaching? It’ll be a program on sort of a business law issue for for non-profit professionals programme A programme? Oh, not just Of course I was I was minimizing it. What would be like a top topic in that in that class for non-profits that they would need to know about what’s what’s a top 10? Things like public private partnership collaborations and kind of some of the legal issues that may arise in those type of interaction. All right, well, you let us know when it breaks. Gene, you’re, uh I always talk about when you’re first way talk about when you were first on the show and then I never know exactly, but I found it this time. I actually did the legwork. It only took me about three years. We’ve been talking about this, but your very first time on this show was August 27th 2010. Nine years. We have just about nine years. Way had just started in July 1010 1 of the show’s Gene’s been on forever. Yeah, regular contributes an original. Well, that’s why he’s changing the law machine. Yeah, he’s on his own longest running contributor. Not not producer. Is that, like Israel tag liners? That attack line you gave him again? He’s too modest. These jeans. A very modest man. He wouldn’t He wouldn’t do that to himself. Right? So you like Tony? Tony, you cringe, Gene, when I say that the radio machine, it’s just a little bit you blush a little bit. Tony Tony, the radio pony like that? Uh, more like a horse, but not a pony. Move on. All right, Jean, I want to thank you so much for calling. It’s good to talk to you. It’s been always my honor and pleasure to Congrats on for 50 and looking for Thio. All of you. Thanks. Thanks a lot. And he has it in his bio. I love that. Thank you, Jean. Good to talk to you. And thanks so much for what you contribute. Thank you, guys. Thanks. Jane. Already anywhere else on the phone. Okay, then, uh, there was this New York Times article on podcasting. Yes, I saw it. And there’s you emailed, just like two weeks ago that I was so excited. But I thought of you as soon as I read it. I did because I said to a friend of mine I was with my friend Laurie and we were reading New York Times at our favorite Starbucks in Newburyport, Massachusetts, and I turned to Laurie. And I said, Look at this article about podcast and and my friend Tony, He has this long time podcast I think he liked goes down into the history books for the podcast. And I think there were a lot of great points made in that podcast. And Sam talked about one of them. Scott Well, Scott. Oh, so Well, Sam talked about what, The 19%? Yeah. Uh um, from march to May of this year, 19% of podcasts had a new episode, right? And there’s something like 700,000 podcasts, and only 19% of those has have produced a new episode in the last few months. So they’re staying. They’re mostly stay after men s three months. March, April May s O That alone puts us in the 81st percentile just of eso tribute to how much work you put into this. You know, I think one of the up shots of the article was that a lot of people go into podcasting and think it’s easy and think it’s, you know, it’s It’s not as much work as it is. And it’s to your credit that you’ve kept this thing going, not just for the number of years but the number of episodes. It’s a lot of work. You have to really devote yourself to it. And, ah, you know, it’s that the technology may not. Maybe, you know, it may be easy for everyone to get started, but it’s hard to to sustain it. And ah, knowing your audience of having your niche is is a big part of it, which is something that you have it. And they said that in the article, Yeah, yeah, And over the years since I’ve been involved with your podcast, people will be try. Oh, I want to do a podcast. I want to do a podcast and I say, Well, do you have any idea what goes into a podcast? Because my friend Tony martignetti has been doing one for 789 10 10 years now, and and he does them consistently every single week, except for two weeks a year. So he does 50 podcasts a year and to produce a podcast every single week and book the guests and come up with the topics and write all the things and keep the sponsors and work with Sam and and work with Scott. And to get it all done is really a great achievement. So around of applause, that’s a good tagline that zoho that’s a good better than the non-profit pony. Yeah, radio pony Radio Way could let the pony die. I send the money to a farm in the form of a glue factory farm in Vermont. That boy got quickly. Thank you. Thanks a lot. I guess it’s, uh it’s gratifying. It’s just a love affair. I just love doing the show and all the work. Uh, it doesn’t matter, cause I know that, uh, we’re helping non-profits helping small and midsize shops who I always have in mind as I’m as I’m doing it. That’s the God and, Scott, you gotta be in a niche. You gotta be loyal to your listeners that gotta get values value to listeners. Otherwise, right, they’re going to be Oh, there’s Ah, major correlation between that and being a musician, you got to know who your audience is Without that, it’s very, very difficult, right? And provide content specifically for them. And don’t drift off into other places and provide, like something else just cause you want to so right, like you don’t have a sudden play like, you know, the hokey pokey Or do you want me? And I am playing kids music in later? Well, I guess the parallel only goes so far. There’s there’s there’s a balance to be struck for sure, but, uh, we got off the mood strikes. We got somebody on the phone who is very committed to like exactly what we’re talking about. Staying true to mission, not veering. And that is an example. Ward our social media and technology contributors. Do-it-yourself Award. How are you? I’m doing great. Congratulations. Thank you very much. Were you able to hear our conversation while you’re on hold. There. I You did. So we were just talking about staying true to mission, right? I mean, you’re about that. Yeah. And I was reflecting on, you know, the whole, like, 50 episodes a year, All the work that you do to make sure that you have tops and people to join the show and all of those things And how many times we’ve been on. And I wanted to make a joke, but I didn’t make it because I felt like, maybe I maybe I should sensor that joke. But I was Yeah. How is there anything to say anymore? But you always find new things to talk about. And I think that’s to your credit. Thank you very much. You help? You’ve been contributing a long, long time on social media and technology. Your first show with us was, um it was July 13th 2012. The 100 show. Exactly. Right. Um, And at that time, with the 100 show, we had 1000 listeners. So yeah, so two years into this thing. So we started in July 2010 July 2012. Your first show, 100 listeners. I’m sorry 100 shows. We were celebrating having 1000 listeners, and now we’re over 13,000. Wow, that’s pretty cool. I think that’s you know, that’s that’s great. Thanks pretty good. 13,000. Pretty good. 13,000% growth. Is it 15%? I don’t know. 13,000% better. It’s more than 13% stock in that 50% of thousands. 130. It’s 13,000% growth 1000 times. This is not the math show, right? 15,000% growth is 13,007. We got it sends a music show non-profits fun stuff, no matter what’s going on it and 10 dot org’s You know, I love non-profit. You know, I love intent. I’m not supposed to say no. Never What? Uh, what’s going on in time going on while we have, um, 20 ntcdinosaur action proposals just opened. So people are submitting their ideas. And this year, for the first time, we have moved the ignite applications intothe same sessions, a mission timeline. So in the past, ignites which are a type of presentation with five minutes exactly, and you have 20 sign and the slides auto advance every 15 seconds, and they are hosted up on the main stage as one of the general sessions in the morning. In the past, applications to be one of those people opened Ah lot later in the year after registration was already open, they were open in, like, November and December. Okay, but this year we decided to do it all at the same time. So what types of conversations or topics? They want a surface of the conference. They you know, they could do that a little bit more holistically. So, uh, sessions in-kind of more standard breakout format as well as the main stage content, are all open for submissions. Right? Cool. And this is all for really big. This is offer. Then this is all for 20 and T c. Right? Next. Give us the dates for 20. Sure. 20 ntcdinosaur be in Baltimore, Maryland, which we’ve never been to before. I mean, people I’m familiar with the conference has never been hosted in Baltimore, and we will be there march 24th through 26. Okay, Okay. Cool. So submissions air open you goto and 10 dot Or if you want to submit, it’s a very, very good conference. Non-profit radio has been there, I think, half a dozen times. Maybe I’m exaggerating. Maybe it’s only five, but always on the exhibit floor, capturing the brilliant speakers that that a subset of the brilliant speakers that in 10 has and expanding their reach and expanding the reach of the conference. I love doing it, You know I do. Amy, don’t You know I love it. We lose any sample word? Well, trust me, she knows She knows that I love it every step forward. No, no more. Okay, well, I’ll pretend that you may be speaking. Well, it’s a great conference, and everyone should go. And it’s in Baltimore. Yes. And, uh, that’s two of us. Who, speaking for Amy. Amy, thank you very much for calling. And thank you for being ah, contributor for so many years from since the 100 show. Thanks. Thanks so much, Aimee. Simple work. She’s great. Um, let’s I want to welcome one of our new sponsors. Um, and that is, uh, Cougar Mountain Cuckoo Mountain software. They do accounting software for non-profits, the Denali fundez your complete accounting solution specifically designed for non-profits. They have a free 60 day trial and you can find that a tony dot m a slash cougar Mountain. Don’t you talk pretty, tony dot m a slash cougar mountain for your free 60 day trial of the Denali Fund. Your complete accounting solution specifically designed for non-profit. Very excited to hear about it And brand new brand new sponsor. Because because non-profits need things to be more, you know, simple and specific. And Taylor to them agree. Not using QuickBooks, which is designed which is made for corporate and individual and, ah, trying to tailor it to a non-profit. It doesn’t doesn’t work because you got your fund accounting problems, which right? Denali farmer takes takes care of you. Come on to talk about, uh, no, but but he’s the marketing manager. Brian. Brian. Brian blessed our marketing manager who have been working with Welcome, Brian. Glad to have you. Thank you. Thank you for joining. Not properly with a sponsor. Thank you, Brian. And thank you. Cougar Mountain software. Um, you had, you know, a little something going on. You want to talk about a little history? I do. Well, Mr Ethan, will you know, Tony, your show really is historic to may that this is the 450th show. As we discussed earlier in our discussion about how podcasts are, really, you know, it’s just hard to produce these podcasts and keep them going. So so kudos to you for doing this historical show. So today, in honor of that, as you enter the history books, I have a little game for us, a little door just a little today in history thing. So the 1st 1 I want to mention is that and and you asked me when I say that I would do this well, that clears air non-profit angle to it. So I’m gonna try to do my best to Time non-profits to these as much as possible. So in 17 75 the office that would later become the United States Post Office Department was established by the second Continental Congress. Benjamin Franklin, Pennsylvania was the first postmaster general now way have a musical clue for you on the state. In 17 88 a certain state became the first actually became ratified as state in the United States. The 11 state. Which day was it? We have a musical clue wrote down. Try it again. Scott, New York, New York so that non-profit Italian is, Of course, that’s the home of non-profit radio. Oh, that’s tenuous. Oh, my goodness. That’s cool. What? You’re clever. Well, and for the post office one, I was gonna say the tie in is how much not how much mail have non-profits sent over the years through the U. S. Postal Service? Thanks to Benjamin Franklin Weaken, send nice mailers to people to raise money. Clever mailers, envelopes post towards all that, All that. So on this day in 1945 the Labour Party one the United Kingdom General election by a landslide and that removed Winston Churchill from power on this day, the Labour Party. One serious. Winston Churchill was a Tory. I guess I should have done that. But, um yes, of the Labour Party came into power today. So in 1947 Harry Truman signed the National Security Act of 1947 creating the C I A, the Department of Defense, the United States Air Force, the Joint Chiefs of Staff and the United States National Security Council. And I do not have a non-profit tie into that. But you know, that’s great. It’s okay. That’s important. Are we Don’t you cut me off because I got a whole thing here. I know. We got it. We got a call her. We have a call or ever sponsored me. Can we come back to our way? I can’t. I don’t want to keep promises. I can’t keep way. Way will try. Okay, you duitz doom. How are you? Hey, Tony. Good. Very good. Very good. How you doing in there? I’m sorry. Thank you very much. Are you in Madison, Wisconsin? Yes, I am. Okay. Of course I’m grateful to you because, uh, you’ve been a guest on the show a bunch of times. In fact, your your first time on the show keeping with the history theme that Claire set up for us. Mystery theme That clears that up for us. Ah, was September 12 2014. So five years ago, almost five years and you’ve been on you’ve been on a couple times. And I’m also, of course, grateful for, uh, for Wagner. C p. A sponsorship. It’s been a couple of years now, and I’m grateful for that. That’s awesome. Yeah. They’ve been with us a couple of years waiting to cps dot com. What’s, um What’s what’s Wagner looking at for non-profits this summer? First of all, we’re really be supporting your show. And I would like to thank you for your dedication again. Um, for nine years now and helping out the other 95% of the pregnancy. The eighties. They were looking at you a constant standard. All the very, very fighting. Okay, Yeah. Don’t go into detail on you. Can’t be gonna be different going forward. It’s gonna be more challenging. And we’re helping our clients kind of, like navigate through the complexity that giving them some implementation plan. Okay. And wedding has a bunch of webinars they’re doing this summer. I’ve been a summer on the fall. I’ve been promoting them on the show. So you’ve got a ramped up Your free resource is for non-profits. Yeah, we started thing, baby nurse. I get like, two years ago now and we plan on doing a lot more and abila xero pompel latto part that other other resource is we’re creating for our clients again. We work with a lot of nonprofit organizations and we understand that they enough resource is sometimes like the other 5% provide that. Yes, Thank you like the other 5%. Thank you very much. Um, eat. We have to go. But I want to thank you again. Thank you for the sponsorship. Thank you for your sharing the value that you do when you’re a guest. And, uh, we’re gonna get it. Be getting you back. I know you and I are working on that. Yeah. Yeah. Thank you so much. Thanks for having their happy contribute. Thanks. Thank you so long. So long. Uh, let’s give away another prize. I don’t give a prize. Another sec a second. Most recent, uh, new insider on this is Thio Alana Cooper, who is the senior director of donor relations at the Jewish Federation of Palm Beach County Beach County, Florida. Alana Cooper is gonna be a bag of your coffee coming your way. Congratulations, Alana. That’s a wonderful non-profit organization. You know what? Your federal I’m very familiar with the Jewish Federation of Palm Beach in that area. Would you, uh, cubine teamviewer quaint? Just with the cure of one more time? Cura Uh, okay. You’re a coffee. Well, I love Kira coffee because it directly connects coffee lovers with farmers and families who harvest the finest organic coffee beans. With every cup of cura, you join their efforts to expand sustainable dental care to remote communities around the world. They are a direct trade coffee company now with learning opportunities for dental students in the U. S and abroad. Cure a coffee dot com and now I want coffee. Thank you. It’s so hot in here. You sure you want coffee? One iced coffee? It’s the reason the reason I’m here is because the host doesn’t like the air conditioner on really during the during this show. If anyone was wondering because it makes me I don’t care for So that’s why um let’s do the live lister love because we’re, uh, cool like this. Look at this list of listeners. I mean, it’s incredible. Look at this. The sheet of live listeners, um, shot him out. San Francisco, California Middlebury P A. Longview, Texas Tampa, Florida Alexandria, Virginia. I lived My neighbor. You leave is listening. Yeah, sure. Awesome life. Listen, love to Alexandria and Washington D. C. Right by them if he’s listening. Oakland, California monisha, New York, New York. We got multiple New York, New York, as usual. That’s good. Uh, Charlotte, North Carolina. Um, Seoul, Korea. Seoul? Yes. We got Seoul, South Korea, on your haserot. Come So ham Nida, for our Seoul Korea. For our South Korean Romania, Romania is with us. Tulani osili Ramani Iran. Iran. I was I was recently very close to Tehran, Iran. I was nearby. You were living in January. We took a cruise and and for a while my phone gave me a little thing. It said I was in Tehran. All right, let’s take a person. All right. Theron, live. Listen, love out through Tehran. Um s boo. I don’t know if I’m pronouncing right, but the country is Finland. Yes, piela Oh, as proof Inland, Uh, live nation left to you and, uh, also abroad. We got some other broad. Uganda, Kampala, Kampala, Uganda Indeed. Also in South Korea. Got CEO Joo. Were you near Seo? No, but I might go there next year. Okay. Ono Japan and bringing it back. Uh, we got Hell’s kitchen. That’s interesting. Hell’s kitchen. New York shows up differently than New York, New York. That’s funny. A lot of good restaurants Night. They have 10th abila station live listener left to you. And congratulations on showing up separately from all our other New York New York listeners going upstate Watertown, New York is with us. Um, going out a little West West Salem, Ohio, and um oh, Munich, Germany. Gooden, dahna and Freeport, New York Report, Long Island, New York Report New York Right near There you do. I’m pretty far away from Carl koegler York C a R E l E P L A c They’re working on the new train station there. My friend Mary Ann was right by the trains. It is being to get that extra stuff going on. Moscow’s with us. Moscow nasco I don’t and no Russia. And ah said Munich, Germany. All right, so live Mr Love. Awesome. And Sam, if anyone new ones come in, that’s treyz. Would you update us, please? Because I want to shout out everybody falik If there’s all over the place all over the world, it’s incredible. We got multiple multiple continents, indeed. And of course, the podcast pleasantries were multi Continental and were, and even, uh, further reach then the live love is the podcast. Love the podcast. Pleasantries to the outs where the over 13,000 people listening each week on small and midsize non-profits, uh, CEO, executive directors, fundraisers, board members, consultants and other vendors to non-profits. Podcast Pleasantries to you. Thank you for being with us. I hope the show continues to serve. You give you value. I believe it does cause the listener numbers keep growing, so and the feedback I get is positive. So thank you for being with us podcast, especially board members like you. Dorothy Hamill. Today’s her birthday. Today’s Dorothy Hamill’s birthday. What is your boardmember? She is a boardmember or a recent boardmember of the Baltimore Symphony Orchestra. How do you know all this? But well, because I researched the whole bit that I was going to do today. So I know your birthday’s today and everything that happened today in history. So I’ve got a musical clue from Scott here. There’s a the original sitcom anarchist, the original sitcom actresses Birthday today. Who is it? Close. It’s Ethel’s birthday. Vivian Vance Vance and she was married to William Frawley know they were well on the show. They hated each other in real life. They hated each other. It’s a legend that was Fred. Fred and Ethel never even spoke off. Hated each other. You got one more. You got another history thing, another history things. So there’s there’s another. It’s another musical clue And someone’s birthday today. What’s the band? Sam knows Rolling Stones today is Mick Jagger’s birthday. Uh, that sounds better on the guitar by, and I do not have, like, a non-profit link to Mick Jagger. Actually, I found that I think he’s kind of not that charitable that he spends a lot of time trying to hide his body from the But he’s born July 20,000 fans she shares a birthday with Britt said non-profit really are all right. Hyre s Let’s, uh, there’s another Tony martignetti in the studio here. Oh, step up. Step up to Scott’s Mike, would you Come on. Come on, Come on. You’re gonna be on a podcast. Yes, I’m gonna like there’s another Tony most second. There’s a second Tony martignetti here. I just want a little shout from better looking. Thank you. Thank you. Come a little closer. That every proud of my son on the work he’s doing for nonprofit organizations goblets and and thank you for your faithfulness. Appreciate it. Thank you, Dad. Thank you. That’s so sweet. And after the show, I’m gonna explain to Dad what a podcast is. He’s got to start his own podcast. Uh, all right, well, uh, Scott, I wanted to Ah, what you do? Another song you got? You got a world world premiere. Yeah. Uh, they said earlier on the show. I wrote this this morning, which is half true. Um, I have had a part of this song running through my head for the better part of, ah month. And then I wrote a quick, rough draft Ah, a couple of weeks ago, and then I wasn’t quite sure where the music was gone, and I put it aside. And this morning I had about 15 minutes, and I was like, Let’s just let’s just finish this song, right? You know, sometimes songs spring songs are like, Sometimes it’s like pulling teeth. And sometimes it’s like cooking breakfast. And, uh, this one’s been a little of each make on fits and starts. So what is it? Uh, I have a number of ah, All right. World release a cz yet? Untitled. Yeah, I think I got a couple possible titles. Ilsen Okay, maybe we’ll challenge. Maybe we’ll challenge listeners to come up with a title for Scott Stein. So listen closely. And, uh, at the end at the end, we’ll tell you how you can reach Scott with your title suggestion. Great. Great. All right. How does this go again? I am only half joking now. That’s too all right. Uh, Getsem inside information. Someone’s me a copy of the master plan. Sources were dependable, but they’re in a language I don’t understand. You know what? I’ve always been a sin for as long as I can remember. Always skipping past super landings. Always looking for that snow in September. Good. The way you play the song. Always someone since long Booth. Some days your own busy Some days you can’t get a damn thing done. Some days you get the car key. Some days it’s the keys to the king. Sometimes the changing of the guard, professor than changing of Caesar way Sometimes the people that you love way very good reason. Wait. I once was beginning. Wait, don’t just watch. You know, watching you know. All right, Scott, that Claire was smiling. Way no, Scotty. So talented. He’s right here. And this is great. Absolutely often do have, like this really good artist right in front of you Sing a song he just wrote first here. I think my favorite part was hit the last court, and there was a truck or something going by honking his horn. I’m saying I don’t like you understand? Like those of you who are listening. I’m on a keyboard. I’m not on a piano, so I’m going like this. Think didn’t just go out. Oh, what did I hit? A wrong note. I think I was right. It’s got if if people do wantto well, give you feedback and or maybe even give you a suggested title, How did they reach you? Uh, on social media on Facebook and Instagram and Twitter. I met Scott Stein music on my wife’s a Scott Stein music dot com where you get to come out to bar chord in Brooklyn on Monday. And there’s my little plugs. There are New York, New York and Hell’s Kitchen listeners. Absolutely. Um, when else do you play in New York? Give us a little, um right now I’m actually just getting back into playing gigs. Uh, I’m just getting back into the into the map. for a while. Um, I took a little hiatus. My wife and I had a baby in October. Maybe boy and early October. What? October, uh, cover nine. Nice. Very nice. And thank you. So s so. I took a little time off from that. And as could imagine, my spare time is non existent these days. So it’s every second is precious these days. And, er eso I’m doing I’m doing this show tomorrow and I’m doing another one back-up Bark or another song Writers in the round on August 19th of things. The date’s on Monday evening and then hopefully more on the fall once I’m sleeping a little. Congratulations. Awesome. Thank you. We got we got another new sponsor on the phone. Peter panepento. How are you? I’m doing great. How are you? Very well, thank you. Peter panepento is with turn to communications, and they’re also a brand new sponsor of non-profit radio. So I thank you very much for that, Peter. Yeah, Thank you. Unfortunately, I didn’t bring my keyboard or my singing voice quite entertaining. No, no, you’re Scott Scott is up to the company. Would have been up to your competition too. So uh, what’s turned to tell us? You know, I’m telling listeners 32nd bursts, but you could take 45 seconds and tell us what turned to is about. Sure. So turn to is a consulting company. We provide PR and communications and marketing support, too. Non-profits and foundations. And it stems from my experience in the non-profit and foundation world. I was an editor or a number of years, the Chronicle philanthropy, and actually had a co host a podcast with you way back when Tony and Thea to see you’re still going so strong after all these years. And we’re really adept at hoping translate the messages that, um that non-profits hell thio to their key audiences and making sure that we’re doing it in a way that really resonates with them and help them make a bigger impact with their work. And, of course, their turn hyphen too dot Co ceo. Um, Peter, you were You were first on this show. Now I was on. I was on your show when you were ah, doing a podcast for The Chronicle. We’re not sure who was first, but I I know. I don’t know. I don’t know if you could look back in your archive, but I look back to the non-profit radio archive and you were first on non-profit radio on August 13th 2010. That was our that was our second month. So you are also very early newcomer. Yes, we were. Yeah, we were. We were blazing new trails back then, Tony, and it’s really amazing how much podcasting and digital radio has has grown up since then. It’s, uh it’s really been been really cool to have been on the ground floor of things like podcasting in social media and and webinars and everything else that we were doing at the Chronicle back in-kind of the explosion of the Internet. And and it’s been really, really cool. You you started out as as one of the, uh, as one of the staple podcasters for The Chronicle back when we were when I was there, too, and, um, hard to believe it’s almost 10 years now that’s making me feel quite old. It is. Uh, you’re referring. I think Thio fund-raising fundamentals which you produce. We collaborated on that. Peter and I would collaborate. It was it was a chronicle chronicle podcast, and I was on that I did a e-giving one. You were on fund-raising fundez forgot. Thank you. Yes, that’s right. That was That was that was a different format with 10 minutes. We were people. We were trying to keep those, like, 10 12 minutes. Max, Right? Right. Yes. And the thinking was we needed to keep it short for people to want to listen to us for tea, get to the end that way. Wanted to keep it short and tight. And you’ve really been ableto build a really engaging, thoughtful, long format program. And the fact that you do it so consistently is is really a testament Thio your skillet this but also the amount of work. You’re putting it really incredible. Thanks a lot, Peter. And, uh And who would have thought when you were a guest, 2010 our second month that nine years later you’d be your company? You have a company, and you’d be sponsoring non-profit radio knife. I thank you for being our newest sponsor. Thanks so much. Thank you. Thank you. It’s a pleasure to do it. I’m thrilled to be associated with it and hope you have 454 Thank you. Thanks a lot. We’ll be talking. Thanks a lot, Peter. So long. All right. Thank you. Bye. We got Maria Semple online. Maria Semple. How are you? I’m doing very well. Thanks. How are you? Awesome. Thank you for calling. Maria. Simple That she’s the Prospect Finder. She’s at Maria Simple. She’s the You’ll find the site prospect finder dot com No, wait. I messed that up. You know the prospect finder dot com The prospect finder dot com All right. To the source. And she’s at Maria. Simple. Did I get that right? That’s right. After all these years, you would think I would know. Yes. All right. How are you, Maria? Simple. I’m doing very well today. Thank you. Okay. And we’re well here, too. Is having a great time there? Yes, we are. 4/50 anniversary shows were always cool. Absolutely. Um, congratulations. You got what you got going on for your summer. Ah, well, I am calling you today from the beautiful downtown waterfront in Beaufort, North Carolina. Uh, yes, yes. Uh, can I stay here? The weather finally broke. We don’t have the crazy humidity today, so all is good. Are you on your boat. Wonderful. Wonderful. I am effort. That’s awesome. Um, okay. Uh, so I wanted to congratulate Scott as well. Real quick. I heard that he had a baby. I love the new song. It’s a good life. I have a feeling that maybe, uh, did the baby get some inspiration to that? That song, perhaps. I love it. Yeah, you may have. May have uncovered something in there. Yeah, that’s certainly at the forefront of, like everything I do. Right? Oh, thank you. Yeah. Maria, your first show with us was August 12th 2011. So you’re You’re a newcomer. You’ve only been on eight years. You’re a newcomer. Oh, boy. Don’t hold that against nine years. I think it’s pretty. That’s quite the legacy. My nose was cool, but she’s been gone eight of nine years. 9 8/9 What’s that? That’s a lot of divide. A nine latto percent that? Yeah, that’s a long time. So the Prospect Finder and the first thing we talked about was linked in for prospect research. That was your first subject with my like Clinton linked in. Yeah, it did for prospectuses. Right there. It’s bonified duvette duvette no duitz still talking about that today? Yes. So what’s your latest? Yeah, what’s the latest thing we should know about Lincoln and Prospect finding? Um Well, you can definitely do an awful lot still with the advanced search feature for free. And, um, you know, some folks deciding to take advantage of a free month of premium Thio get the, you know, the additional search fields and so forth. So certainly something to think about. I love Lincoln. Great. Yeah. Yeah, because after all these years of, like, sort of collecting people, it’s like this awesome roll index that keeps updating itself, and you never know. You might find I have. I’ve gotten a lot of work from lugthart valuable. Yeah, well, people will, like, sort of follow me on Lincoln for a while, then refer me to someone and mostly biggest. They know me from linked it not from in person, so it’s kind of interesting. Yeah. Okay. Glad it’s working for you. Reassemble. And so you feel like the free premium is worth checking out, Maria? Uh, definitely. Yeah. Why not? I mean, if you could do something for free for 30 days, why not? Um, definitely, But have a plan. I have a plan to use it and implement it well and do something with all of the great data that you’re gonna uncover. Okay, Cool. Thank you. Maria Semple. I got, uh we have to move on to another prize. But thank you so much for calling Maria. And thank you. Thanks, Maria. Thanks for all your years. Contributing 88 years. Thank you so much. Congratulations. Thank you. I want to give away another prize. We said it was like two minutes left in the hole. The hole in the whole shebang here, this’ll one is gonna be This is a book. It’s gonna be a book from the I’ll tell you what it’s going to be. Peter panepento. His book. Yes. It’s going to Peter’s book. All kinds of great information on marketing, communications and getting your message across and not using jargon. Exactly. It’s modern media relations for non-profits, which he co authored. He cooperated with the Internet car because you could be your own. Oh, I know into it. I think I might not think I’m in that book. Really? Yes, but no. I think I think I was interviewed for that book. actually now that because it’s Internet. And that was my grandmother’s name in the book. There was, Dad. Thanks, Peter. Thanks to put me in the book, So, yes, but yet because now I think these days you could be your own media mogul. You don’t have to rely on the traditional media. You can. You can be your own media mogul. Well, Barry, Steven’s gonna learn that he’s gonna get the book. Mayberry R. Stevens. He’s president of the Northeast Louisiana Arts Council. Barry Stevens with a V, not a ph. President. Northeast Louisiana Arts Council. Peter panepento book is gonna be coming to you, Barry. And, uh, we got a pretty much wrap it up. Scott Stein. So much. Thanks so much, Scott. Hey. My pleasure. Glad you guys are doing this practically in my backyard. Well, not quite. I’m in Brooklyn now, but we were in my I don’t have come to North Carolina or DC to do it right here in New York City. And the next time we all get together, which show is it gonna be? It’s gonna be the 500. Uh, summer. We’re going to get a celebrity to come in. I gotta work on that. I’m gonna find us a celebrity to come into the studio. Don’t look at me. I think should neo-sage No, you’re a celebrity. I made another kind of celebrity. I have someone in mind, I think. Claire, thank you so much for co hosting. Hey, thanks. Thanks for having me here was wonderful. Thank you so much. Happy for 50th. Thank you. Next week. Inconceivable That metric does not mean what you think it means. Plus Google analytics and Google optimize If you missed any part of today’s show, I beseech you, find it on tony. Martignetti dot com were sponsored by Wagner CPS Guiding you beyond the numbers Wagner c p a gps dot com weinger cps dot com By Cougar Mountain Software Denali fundez They’re complete accounting solution made for non-profits tony dot m a slash Cougar Mountain for a free 60 day trial Also sponsored by turn to communications, PR and content for non-profits, Your story is their mission. Turn to dot CO. That’s turn hyphen, T w o dot Co and for the 450th show sponsored by Cure a coffee connecting coffee lovers with farmers and families who harvest finest organic coffee beans. Cura coffee dot com Don’t you talk pretty? Thanks. Thanks, everybody. Thank you so much for being with us for the 450th show. The ninth anniversary non-profit Radio Our creative producer is Claire Meyerhoff. I say that every single week Sam Liebowitz is the line producer shows Social Media is by Susan Chavez who did are live tweeting today. Thank you very much, Susan. Mark Silverman is our Web guy and I say this every week. Do this Music is by Scott Stein, Brooklyn, New York, with me next week for non-profit radio Big non-profit ideas for the other 95% go out on Be great! You’re listening to the talking alternate network You’re listening to the Talking Alternative network Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater. Tune in every Tuesday at 9 to 10 p.m. Eastern time And listen for new ideas on my show Beyond potential Live life Your Way on talk radio dot N Y c on the aptly named host of Tony martignetti non-profit radio Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti non-profit Radio Fridays 1 to 2 Eastern at talking alternative dot com Hey, all you crazy listeners looking to boost your business. Why not advertise on talking alternative with very reasonable rates? Interested? Simply email at info at talking alternative dot com Are you a conscious co creator? Are you on a quest to raise your vibration and your consciousness? Sam Liebowitz, your conscious consultant and on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen live at our new time on Thursdays at 12 noon Eastern time. That’s the conscious consultant. Our Awakening Humanity. Thursday’s 12 noon on talk radio dot You’re listening to Talking Alternative Network at www dot talking alternative dot com now broadcasting 24 hours a day. Do you love, or are you intrigued about New York City and its neighborhoods? I’m Jeff Goodman, host of Rediscovering New York Weekly showed that showcases New York’s history, and it’s extraordinary neighborhoods. Every Tuesday live at 7 p.m. We focus on a particular neighborhood and explore its history. It’s vibe. It’s field and its energy tune and live every Tuesday at 7 p.m. On talk radio dahna, you’re listening to the Talking Alternative Network.

Nonprofit Radio for February 10, 2017: News From Accounting & LinkedIn Latest

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be forced to suffer the pain of sal pin jim fractious if i had to listen to you say that you missed today’s show news from accounting. There are revised accounting rules you need to know and you huge tomb walks us through. Don’t worry, we will keep it lively and interesting. Heat is a partner at wagner, cps and linked in latest lincoln got a facelift plus operational changes, especially in search what do all the updates mean for your prospecting? Maria simple knows she’s, our prospect research contributor and the prospect finder on tony’s take two end of the hair. We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com my pleasure to welcome back, eat huge tomb. He is a partner at the wagner cpas. He works exclusively with tax exempt organizations and oversees the firm’s form nine ninety nationwide preparation practice and manages the new york city office eats niche is tax exempt, financial and compliance. Auditing the firm is that wagner, cpas, dot com and at wagner cps. Welcome back to studio. Thank you. Thank you for your pleasure. Now the firm is in madison, wisconsin. You’re managing the new york city office. So you spend a lot of time here in new york, are you? Ah. Are you trying to evade the law? No, you’re not. You’re not under surveillance or anything, or one step ahead of the law, you know? Yeah, i spent. I spent my time between new york and wisconsin. Okay, clear. But for all good reasons for all good, nothing to various are really okay. Like, okay, so okay, now you have after your name. Three designations, two of which i get sepa an mba. Cf is the third one. What is this? What is the c f d? Just assert fight fraud examiners. So be get into sometimes some fraud examinations. Ok, do some work around, like, litigation support? Are you involved in all withy the allegation of millions of fraudulent voters in our election of your involvement on those, you don’t have a quaint that okay, so c f e. I know cfcs chlorofluorocarbons, but that’s, not you. You know, you know, you’re not a guest. That’s not, you know, full gas. All right. Cf. So we have these changes that have come from faz be the financial accounting standards board. Right? All right. So before we get to changes, what is this fast? B what is this thing? The fast b is the governing body that basically sets the accounting standards. Ah, who are then can we name them where they exist? Who are they? Where are they? Well, there are real people. There are people. Okay? They have committees, and they have task forces, so they’re very involved and very, really so ok. Are they are they? Where do they sit? What we’re like? Is there a fast b office somewhere and washington d c or i think they have? Ah, i’m not exactly sure what main offices i apologized neo-sage years yet they have their members on around the country and sometimes, like their committees, meet off on their own experts. But they also have, like employees and other other okay, they’re not elected. This is not elected organization like the u s accountant and pepe, do you vote for the fast b do you vote for fast be members? People do i don’t you don’t vote, you don’t have a vote, you know, maybe they’re not voted. I don’t know. I’m sure. I figured it was just fast. B i was your fast b thing. It reminds me of his, uh, m p ay the motion picture association america. These people who rate movies like pg or an r seventeen and you are not in our butt pt seventeen. I don’t know who they are, but they have a lot of a lot of sway cause of a movie is our vs pg you know, that has a smaller audience in a big around. So, uh, all these all these organisms shadow like shadow government. Faz be mpa. I’m very suspicious. All right? Don’t be suspicious there. Really trust the people. You trust those people. They’re good people, and they do out off work for our industry. Okay, i know this stuff is important. Yes. What comes down from in terms of accounting standards is important. It affects us more than i think. Most people realize your accounting standards. All right. So we have some changes for non-profit round non-profits i would i gather is this is teo to make information more useful for, like, donors grant towards what do we what do i have there? General purpose behind these changes? Correct? Yeah, basically, the latest update from fast b is on this presentation of financial statements for not-for-profits that’s the one that i would liketo ah, space talk about in this show, financial statements are and, ah, basically they’re looking for ways to make the financial statement mohr user friendly, transparent grantspace and useful tow the reasons off the financial state organs and basically the project started tow, clarify certain misunderstandings and latto make the financial statements more useful in terms ofthe, like assessing tilly, could it be off organizations are you are really specific things about have to present of expenses by function and things like that? Ok, ok, so we’re trying to make these a cent more transparent because we know that people donors are becoming more sophisticated about where they’re going to give, looking for transparency, looking more for outcomes. Now i don’t know that i mean outcomes, they’re not part of the financial statement, but donors or more savvy, basically, i think a lot of this comes from guidestar, charity navigator, better business bureau wise giving alliance, you know, all encouraging donors to be smarter. All right, so so we know that donorsearch paying more attention to numbers on, and they’re also trying to make it more clear for the board members also. Okay, so this is supposed to help boardmember sze also right. Okay. Um, now you mentioned financial statements. What the one i’m going to start with those endowments. Okay, now everybody can understand that this is it’s complex, but we’re not gonna make it dull. And there’s mohr detail here. Me now asterisk, asterisk underlying bold there’s mohr detail to these changes than we can cover yet and i in twenty five minutes or even if he’d stayed for an hour, but i don’t want to do for accounting for an hour, so we’re going to acquaint you with the high level and not all the high level because there’s, just too many changes your c, p a and your auditor, they’re the ones who need to know about these changes. And so we’re going to talk a little about some of the changes the biggest changes, and then we’re going to get into when you need to put these changes into effect, whether you now or you wait until it required. We’re gonna get to that part, right? So we just have, like, a minute and a half or so before first break. All right, so just endowments. Now i’m going to give the non accountant definition of account endowment? Not that i don’t trust you, but i’m going to make it simple. It’s basically, your savings account. You only spend income or a portion of the income each year. And when you invade the principal of this quote savings account, um, you may need to get permission sometimes from a state. Or maybe from the donor. It’s a big deal to invade the principle of endowment. So this is long term, like perpetual funds, and you’re only spending the income or a portion of the income that you earn each year. Would you be willing to accept that peopling definition? That mostly? Yes. Okay. All right. So we have. All right. What? What refined my definition of endowment. Basically, the only thing i would add would be the ah, the use. Is not like legally, ah there’s, some recent changes in the law recently and day, a lot of you to spend fundez even though you go under the main principle so even invading the principal right, you can be the underwater endowment for its eggs, a colored exactly that’s, what we’re gonna get to underwater endowments will define it, and then we’ll talk about it right after this break 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 other ninety five percent. I feel like doing some live listener love we got so many, i’m going to spread out a bit, so i’m going to start with new york, new york, right where i’m sitting on west seventy second street multiple looked like a half a dozen or so in new york city love it live listen love to you! Tampa, florida, dallas, texas college station, texas woodbridge, new jersey live listener love oh, we got another one. Queens, woodhaven, new york, lovett lots of new yorkers checking in and new jersey to live listener love to you. Um go abroad germany. Guten tag seoul, south korea so so generous. Multiple multiple soul as always annual haserot comes a ham nida and we have a new country checking in mongolia. Looks like ulan bator, mongolia. Welcome live listed her love to you and the podcast pleasantries and the affiliate affections. They’re always coming. Stand by. Okay, eat. What is underwater? Endowment, basically and underwater endowment is a endowment that has lost value. So basically, just to give you an example, if there’s an endowment for a million dollars and it’s getting invested in the market and the market turns out and now the endowment is worth nine hundred, investment is worth nine hundred eighty thousand. Yeah, so the twenty thousand is considered to be underwater. Basically, in this case, usually it’s temporary. Because more market is supposed to go up in the long run, right, but depending on the timing, especially in the beginning, in like younger organization just starting an endowment. It’s it’s not very uncommon. And ah, basically, the new changes is is going to eliminate some off the confusion. Ok, in this, in this case. But before i talk about underwater endowments, i want to mention, like, the biggest change which i really like because it’s more clarified in the standard speeches, the net assets classifications you insist on to your being anarchist. You insist on talking about net assets first before endowment way. We have to go that way. Because it’s kind of like a subset off. This changes a subset in the net. Asset classifications. Ok, would be would be better if we do this. Okay. All right. So what about net assets? You gotta you gotta define this for us, right? The net assets. Are basically the organization’s net bird s o the balance sheet. The assets are about organization. I said equal liability is plus the owners equity. Exactly. Zoho neo-sage okay, so net assets are almost a kitty got in that example. So the net assets currently are classified into three three types. Unrestricted that asset, temporal restricted net assets and permanent restricted net asset. Okay, so the biggest change here is now you will have two types ofthe net assets. One it’s going to be called net assets. We dot dahna restrictions, which is be cool and off the current unrestricted net assets and net assets with dahna restrictions, which will yeah, include temporal restricted and permanently sticking that has its okay, so it’s so we’re now it z i see is more donor-centric it’s with donorsearch restrictions and without dahna restrictions that’s it that’s two classifications stead of three on its based on whether the donor has imposed restrictions on right now, the money’s gonna be spent, right? Basically, the good thing about this is this is pretty clear because it was confusing, like temporal, restricted by definition, it has to come from the donor but it’s confusing to some. People, because they were thinking the borg and restricted funds. Well, by definition, they can’t. But with this new of titles it’s going to be clear that it’s donor-centric shin’s. Okay, i see. And this would, of course, be, uh, usually are backed up. If it’s going to be a donor restrictions there’s typically a writing. I guess it depends on the size of the gift. I mean, i might give up just a fifty dollar gift and say it’s designated for a specific program. I wanted to go to the lunch soup kitchen that you run. Okay, that no writing for that, but that would be both. Restrictions were dahna restriction that acid don’t restrict right on. But if i do a half million dollar gift, they’re certainly going to be ah, writing or a contract, it is going to lay out the restrictions. Right? Okay. Oh, that’s. Easy, that’s. Easy. Why did i fail accounting? And when i was in carnegie mellon, all i learned is assets equals liabilities. Put sonar equity. I lasted like, three days, and i got i even i even got stuck with the textbook. I couldn’t return the book. Ah, all right, but i got that for all right. So that’s that’s easy now. So one off the things that this underwater endowments they counting for that is changing, too. In the past, the underwater portion was included with unrestricted net asset. And that was creating confusion because some organisations were thinking, although do we have to pay back? Or do we have to cover those losses and the law? Say’s, you don’t have to but now it is nufer change the loss will be included in the ah net assets with dahna restrictions peaches connect to be more ah, i think it’s a better street yeah, this is going to be in line with the law again. Donor-centric too, because site someone else creates an endowed fund that your non-profit that is that is wrist restrictions. Nobody gives an endowment for general purposes. So all right, that makes sense. But you’re saying in the past or i guess currently now it’s confusing where that underwater port should have been reported. But now that it has been reported as unrestricted, which was kind ofthe misleading, right there were restrictions. Okay, okay. All right. So anything more about underwater endowments? That is that’s that’s. That’s! That’s! That’s! Good. Cool. I’m not intimidated, but even i fail. You don’t want to get technical, so i don’t i don’t know, because then i will be intimidated. I mean, that was accounting for poets that i took. So you know where i’m standing, but happy to dio i want i want to talk about this because it’s important for non-profits um okay, what else do we have? Ah, what else? Give me another change throughout. Another change that significant, i think the one off the changes which another one that i like, which is going to be making the financial statements more clear. So you approve of the fast be this fast be changes most ofthe time. Yes, i like i like i like i collect them. I think i like most ofthe them. So one off the disclosures again toe avoid aa or eliminate or minimized the confusion. Ah, is ah, the organization’s liquidity. So currently there are no requirements to disclose liquidity, oft organization and ah, it’s kind of confusing because ben, the readers off the financials see unrestricted net assets. They may think that that money, i mean, then that number is ah, basic. The available free cash for cash little not because it can be if there’s a building like say, we’re tapped a million in the books yeah, it’s going to be ifit’s going to be rich effected in the unrestricted net assets, but that building is not readily convert. Okay, so there’s gonna be some something’s in the liquidity is something that people look at when they’re considering investing in stocks. They’ll look at free cash that the corporation has, um, so now we’re going to be able to make the same sort of analysis and analogous now analysis for non-profits yes, because it’s going to be required to non-profits will be required the basically disclose some qualitative information about how they manage its liquidity, and they could in this case will be defined to meet their cash need in the next twelve months, written within the next year. So there’s going to be qualitative information about that? In addition, there’s gonna be some qualitative, informing quantitative information? Ah, basically listing their financial assets, that’s going to be ready for general expenditures in the next year, so basically looking at those disclosures, the readers off the financial spill assess the organizations needs ah, liquidity, much better and liquor that they may be affected by restrictions from donors. You are south. Impose restrictions from the board. Okay. Let’s, let’s, unpack something here. The liquidity for twelve months now. So, i mean, suppose you only have six months of operational expenses that our liquid so you don’t have a year, but that it will still be disclosed. The old somebody can tell that you don’t have enough cash to get you through the year. Well, ah, basically a quiz is this is going to be disclosed as off the organization’s here. And so you gotta keep in mind that the organization hopefully bills keep getting income right here. Small eyes off today this’s once available for next year’s expenditures it’s going to be available as off that date available for for the next year, our shoretz or may or may not be thiss like equal to the one year’s worth of experience. Kayman up, right? I mean, it’s sort of a bad situation. If you don’t have enough liquidity to get you is like a year is that is that sort of a standard. That is a minimum that an organization should have. That’s going to be the standard for which these footnotes or disclosures bilich what do you think? I mean, is it necessary to have a year’s cash to be to be comfortable? Or is that really nice tohave about it? It’s really it’s very hard. So most off the non-profits they do not have that reserve and some off the lock yvonne’s about this wedding. Don’t you see more typically, like horrifically? If i didn’t have a cash reserve, what would i would like to be a minimum that you would advise me, tio tio, achieve basically most organizations, if they have ah, like three months off oken spence is in liquid essence. That’s, that’s, that’s. Pretty good. Okay, again, understanding more cash is going to coming in, but from day to day you’re recommending like a minimum wage at a minimum of all the income. All the case stops today. How long we can live for three months minimum you that that might be that’s what we see typically in, like really mid sized to smaller non-profit that’s our sweet spot, small and midsize. Exactly lots of colleges and hospitals, or mid sized, but some have more some have less. But if you have less than three months, it’s, not like you’re like in big trouble, but i would advise not-for-profits toe, build some reserves, okay, or for rate to get that three month party. Okay, rico, this is valuable. Um, all right, so so i like the fact that people will be able to make a comparison that i know a lot of investors make stocks in cos when they’re when they’re looking, whether a new investor not okay, what else? Throw, throw something else. That’s new everything that neil is. Ah, another disclosure requirement on functional expenses. So current the there’s two different standards, so for no voluntary health and benefit organizations that’s one type of a non-profit basically, they are required to disclose their record includes state, no functional expenses in their financial statements. Speech this basically this what you see on the nineties, the natural category and function so line item, natural expense category would be like wages, ok, in a functional category with bilich program or management general. Okay, so right now, those type of organization required to have that all other organizations, all they have to disclose is the total program expense his management general fund-raising i thought they’re not required toe put, like sailor expenses in their financial statements. So what this changes bringing is ah, basically all organizations either in a statement or a footnote disclosure, they’ll have to be disclosing like a nature and by function all their expenses. So it’s going to be ah more standard throughout when when you, when a reader off the financial looks at two different organisations, they’ll see this information either in the form of a statement or a food, not disclosure, but i’m going to be there. It sounds like a footnote you mentioned footnotes of budget and it sounds like footnotes are important, but most are very there. We should read the footnote. I had a law professor who used to advise you always read the footnotes and a fact on a law exam. One of our exam questions. You didn’t read the footnote. You were going to go astray in your analys sis. So the footnotes important. Take it. Take it from heat and a little for me because i know less about this thing. But not too many people read. No, i said i love the footnotes. Yeah, and i you know what bothers me when i see i read a text and i see a dagger or like a double dagger. I’m the one who’s looking on the and a lot of times i see this on food, food, packaging, where’s the foot i see a double dagger after after your word. Nutritious or something. Or minerals but where’s, the there’s. No explanation. You turn the package upside down and the double daggers aren’t to find anywhere. So i mean that’s different than financial statements. I realize that. But as a footnote meter, you know, that’s annoying. What? Take the double daggers. Off its’s erroneous double daggers. I don’t like that. So you’re doing doesn’t change with the ah, with this new standards ah, back to business now on me. Okay, the requirement will be the description off the methods have the organization allocates expenses, which is important, in my opinion because it’s going to require organizations to think more about how they locate expect they’re there. They’re gonna have to disclose how they do it. So how are we doing it now? What’s the current rule on expenses are important. I mean that’s everything right? Expenses are everything from rent two insurance, two wages to program expenses. These are all okay. What’s what’s the problem with the current method of expense reporting there’s really? I wouldn’t call it a problem. But there’s, some different from it has be disagrees with you. I get fat city or the fast burn don’t agree they’re they’re emphasizing switches, which is a good thing. But ah, i don’t see there’s a problem, but we see different matters used by different organizations and ah, this paid the reader off the financial statements bill know what method they use? Because these are mostly like estimates which we called significant estimates and ah, and they’ll be disclosing the basis is off these estimates, which is going to give more information to the rehearsals, were basically standardizing the method of of expense reporting. Is that basically what we’re doing? In-kind off. But if even if you’re not standardizing, we are basically making organizations disclose off treyz baron, more transparency give more information have have their doing this okay again, more donors friendly, more user friendly. Okay, okay. Um, let’s deviate a little bit in terms of implementation of thes rules. Now they’re they’re required by required to start using these by when basic the ah the requirement is that for counter your organization’s it’s going to be two thousand eighteen so they’ll be required in their december thirty first, two thousand eighteen financial statements and for fiscal years it’s going to be two thousand nineteen. So if the organization is a junior and it’s going to be for the year ending june thirty two thousand nineteen. Okay, that’s what’s required. Spend it’s quiet. But you can do it earlier. Yes way. Only about a minute left. Believe it or not. So in a minute or so what is there? Any advantage to doing it earlier than you then required? Well, the one advantage would be there more accounting standards updates coming, which is one of them is a revenant. Records face-to-face tio let’s not get into that, but it’s coming face to is coming later. But there are latto one like big ones. Fundez the leases on the other one is revenue recognition between pick some off the non-profits. So the advantage off that would be ah durney implementation would be that you don’t have toe implement everything, like very close, so you can government it’s now and implement other ones in two years. But i haven’t seen any organizations that have been building to implement early, yet not embracing the change about your client’s. Yeah, assuming that this scott issued in august off two thousand sixteen, they’re pretty naive standards. All right, we’re gonna leave it there. You thank you. I had, you know what i had ready for you is, uh the keys to jog in jail, but i didn’t need them see so outstanding. Excellent. Excellent. Put those keys away for another time. And another guest you duitz doom partner wagner cpas. You’ll find them at wagner, cps, dot com and at wagner cps. Thank you very much. Thank you for tony. My pleasure. We’ve got more coming up, and that is with maria simple and that is linked in latest first pursuant, do you want to start a sustainers e-giving program or fine tune your existing program monthly giving raises money and builds strong relationships? I think we all know that because they’re giving month after month and lots of opportunities to thank them or you. Although you’re not supposed to say thank you every month. That’s bad, but it builds relationships. Um, they have a stat that a ten percent increase in donorsearch retention can equal a two hundred percent increase in donor. So i think this is it’s worth looking at. And you want to do your sustainers program, right? So that you get the maximum value out of it. This is the free webinar coming up is sustained, e-giving decoded and it is on february fourteenth. Valentine’s day so you can get the love from your donors sustaining, giving, decoded ah, you’ll find it at pursuant dot com to register, click on resource is and then webinars. Oh, in a footnote i gotta put in i get a double dagger footnote for you that this may also be helpful to you if you need to convince your ceo or you’re bored to start or expand your recurring giving program double dagger, see, i defined my double deckers i don’t like i don’t like errant double daggers, we’ll be spelling. Have you seen the video from their spelling bee for help for children? One guy in the video says best spelling bee i’ve been to in a long time somebody else. Ah lot of great spellers, great band. We had a blast there’s a couple that says we would definitely come back to we’d be spelling this is not your seventh grade spelling bee. Check out the video, it’s that we be e spelling dot com now, tony steak too. The deed is done. My long hair has been cut video of the ceremonial cutting. You will find it at tony martignetti dot com it’s gotten a decent number of hits you’ll be pat, my stylist, the artist. And you watch my river of curls flow down by purple gown onto the floor. Tragic but it’s done what’s done is done. We can’t you can’t. You can never go back. But you do have the opportunity to bear witness to this history it’s at tony martignetti dot com. And that is tony’s take two maria semple. Everybody knows who she is. She she she needs no introduction. She she deserves an introduction. Certainly, but it’s it’s not necessary. You know that she’s the prospect. Find her she’s a trainer and speaker on prospect research that her website is the prospect finder dot com that her latest book is magnify your business tips, tools and strategies for growing your business or you’re not non-profit uh, you know, whereas our diet of dirt cheap and free and you’ll find her on twitter at maria simple, real simple. Welcome back. Thank you so much, tony. Great to be here. That’s. A pleasure, it’s. A pleasure. Thank you. Um, let’s see, linked in. Lincoln has some changes for us. What’s going on over there, you know, you know the one thing about social media that you can count on as if there’s always going to be something changing, right? So lincoln is no exception to that, and they have kind of rolled out a whole new look and feel, if you will, and with that, they’ve rolled out a bunch of changes, especially to an area i’ve always loved on linked in, which is the advanced search feature. So if you haven’t had the change yet, if you’ve not linked, log into your lincoln profile in awhile on you go in there today and it looks the same and feels the same as it always did. Then you have not been migrated over to the new platform yet. It’s weird, i mean, i’m still on the old platform, but i’ve had it experience with using it through some of my clients that i consult with on their linked in profile, so i kind of seen both side by side, all right? So everybody is not converted over that, right that’s reassuring to me, it’s, an immigration prophecy, the immigration problems there throughout the country. It’s an immigration migration problem because i went because i went to you know, i’m prepping, prepping for this, but believe it or not, i mean, i do prepare for the show and i don’t see any difference in mind. So i was thinking these are pretty subtle changes, but maria says she wants to talk about them. I don’t see any changes. Okay, so i am a non immigrant. I’m not immigrants that i don’t have a card or anything. I’m non for the new i’m non status, non citizen status for the new lincoln change, okay, right, right, that’s, right? But, you know, soon i think it’s going to happen for all of us. So you know, if you still have that i’m going to say old look and field here platform, i would say some of the tips that we’re going to talk about today in terms of prospecting. Anyway, you would really want to hop on board and take advantage of using the advanced search feature right away because it will soon disappear in terms of really the refinement that you’re going to be able to do with your your searching, they’re going to make that the base and i know you like me talking about free and dirt cheap, but i did. Think it was an important topic for at least to talk about, you know, what can you still do for free? And what will you need to pay for? What will it cost? Charlie ford? So this is an urgent urgent topic if you are on the old platform of you’ve been non immigrated over, forcibly, then do a lot of advanced searches now we’re going to talk about what changing but do them now while you still can for free. Yeah, yeah. Okay, hunker down this weekend. Yeah, right. Okay, so you know it, sze classic with with the social media platforms that they they give you something for nothing and it’s robust, and then they start charging for it once you’re accustomed to it. Same thing with facebook making the organic reach of pages so difficulty, tio have decent numbers on to encourage you, teo, to buy tow to boost your butcher post, which costs money. Yeah, well, you know, these companies do have shareholders to respond to what they have to make some money. Whatever. Okay, uh, i’m doing a lot of grassing today. I know. I know. A suspect of faz b and m piela i’m on edge, on edge. Okay, what’s changed. Go ahead, give us the bad news. What? What? What are we gonna have to pay for, or maybe you already have to pay for. Okay, so the searching that you used to be able to do one of the things i always loved twas being able to really refine a search. So let’s say, i’m looking for a state planning attorneys that are within a, you know, ten to one hundred mile radius of my zip code who are also interest buy-in volunteering or serving is a boardmember at a non-profit that search to that level of refinement in terms of the zip code and the radius around a zip code that is gone, you now need to pay to use length in if you want to use that level of refinement. So now, if i want to search for an estate planning attorney interested in volunteering or boardmember ship, i can limit it to the greater new york city area, for example, or the greater chicago area. You know, those larger you know how when we’re setting up arlington profiles, we get listselect you know that we’re in the greater new york city area for folks like you and i, so you will now only be able to refine it geographically to that degree, and now so many of your listeners really serve a very you know, specific geographic scope. I always thought that that search feature was going to be awesome, you know, now you can’t really refine it is much unless you want to pay to use lengthen. So are you saying wait, hold on. So you’re saying, are you saying greater new york is is you can’t get any narrower than that under the new service? Back-up correct, but you can get, but you can’t get more refined currently, you can get more refined if you’re still under the old form, right? So how much can you refine it by, like, zip code? Or you could go by zip code? I could have searched for a state planning attorney within ten miles of my coat and now greater new york city area. It requires a double dagger. What? How do you define greater new york city? I mean, that could include philadelphia, for god sake or or close to philadelphia. Yeah, man. Yeah. So, unfortunately, you’re going to have to pay to refine it if you want it, you know, and any more refined than that. So i was sorely disappointed that that particular functionality went away, however, they still for free left the functionality in of searching for people who have a non-profit interest of either skilled volunteering or burt board service. So, you know, if he ah all’s not lost is what i’m saying, okay, so i still think the fact that they left that capacity there for a non-profit executive to use linked into search for people who are within, say, the greater new york city area interested in volunteering for, for, you know, their organizations, you know, somebody has, um, i think, taking the step of putting on their own personal lincoln profiles and raise their hand and said, yeah, i’m interested in volunteering or i’m interested in board service, i still think it’s going to be valuable, to be able to proactively go in and identify who some of these people are, right? But you have to sift through so many more because you can no longer define it to within ten miles of my zip code, right? Right. So you know, you may come up with several hundred people in the search results, as opposed to maybe a more manageable list of, you know, say, i don’t know forty or fifty people that might have come up if you were really refining it to a ten mile radius, so, you know, a little bit more sifting, ah, little bit more digging that you’re going to have to do once you get that list, but it’s still could be valuable, you know, might be something that you can have on an intern do. Um, so i know it feels like, you know, summer is forever away, but, you know, you’ve got spring break coming up for college students, and so maybe this is something you can set up for as a nice small project for a college intern, okay? There’s a there’s, a there’s, a dirt cheap or free idea? Thank you always. See, i’m glad you’re on today because you’re you and eat your finding the bright spots when i’m feeling very grassy, i don’t know why. Um okay, uh, what i was gonna ask about the oh, so what? What about people’s industry? If you’re trying to find some a particular industry that someone is in. Is that that’s still that’s still free? Yes. You can still refine buy-in district? Yes. You can do that school. All right. What about ah, company current company. Past company? Yes, you can still refined by current and past company as well. So if you really want to refine it that way, you can do that. Do you know what school they went to? Also in terms of the universe. So if you want to try and find, you know ah, alum who? You know, you went toe to college with the same university or something. And you think that, you know, maybe you’d at least have an affinity, a reason to connect with that person because you went to the same school, you know that. That could be an opportunity there. What? Do you know what the cost is? If somebody wants to take on the pro version is, like fifty bucks a month or so? Yes. So there’s, uh, there’s a version that is called sales navigator and that’s. Probably the version that that the non-profits they’re going to want to use ad so you can either lock in for sixty for ninety. Nine a month if you lock in for a year, or you can go month to month at seventy nine ninety nine a month, um, and that, of course, you can just use it for the months that you want. Now, here’s here’s. The beauty of it, though you can use it for free for thirty days, so they will let you have a trial, if you will, for thirty days. So again, if you have been migrated over and you want to at least give the new platform a try, i highly recommend you at least try it for free for thirty days. Okay? And again, if you haven’t been migrated over yet, get get to it. Do your do your searches. Yeah, okay, what? What else can you tell us? You’re gonna have to start paying for that that’s free now. Well, um, let’s see what else? One of the things that they are giving access to, i will say, which could be pretty valuable for non-profits who want to make sure that their folks, you know, have access to some good training and so forth, but can’t really pay to send them to a lot of conferences and what not with the premium level services you have access to things, something called lincoln learning and lincoln salary, so i think lincoln learning where they boast that they have over nine thousand courses available, i think that could be a pretty interesting value proposition for a lot of non-profits who want to make sure that folks say, you know, trained on various, maybe technical things and so forth, those nine thousand are specifically for non-profits those air non-profit topics? No, no, they’re not i mean, they’re across the board. I mean, i would imagine if you need to learn how to use excel better or, you know, you want to learn more about, you know, how to use facebook marketing or things like that? Those are the types of, you know, online courses, if you will, that you’re going tohave available. Now, i’ve not tested any of them. You know, i i i don’t, you know, i can’t talk about, you know, they’re they’re quality and so forth. But i thought that was kind of interesting that they did, you know, have that as a perk, teo, to premium. Well, of course, they’re not going to be as valuable as the seminars that maria simple does throughout the country. Prospect research. All right, let’s, let’s, go out, take a break, and marie and i’m going to keep talking about these, the linked in latest, which i’m not liking, but we have to keep talking about it. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to 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 too 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. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Are we gonna do more live? Lister eleven the first person i want to shit out out is something else from wagner, who i met with you eat it wasn’t in the studio today, but chris, chris rowe, you ask for a shoutout, sometimes i don’t give him just cause you asked, but i’ve given it to you live with her love to you, andi let’s, go let’s, continue to go abroad. Um, we got something else from mongolia, so originally we had ulan bator, mongolia, and now we’ve got sue betar, mongolia, so i don’t know if you two are connected by phone and the person in ulan bator contacted his or her friend in su betar, mongolia, and told him you gotta be listening. It’s tony monday non-profit radio, which which i think is a very worthwhile reason to make a phone call, but either way, whether you know each other or not live listen, i’d love to you. Germany is with us more multiple, more germany, guten tag uk is with us. Is it in england? We know is it? Uh we don’t know, we don’t even know which is which of the was therefore countries it. Could be whales or ireland or scotland, or it could be england. But the uk is with us, maybe it’s, someone welch. I don’t know now if it’s someone english and i just called them welch that’s, very bad, so i’m not getting into it live. Listen, love to the person or people listening in the united kingdom. Let’s, leave it there. And the podcast pleasantries have to come over twelve thousand. Now, over twelve thousand listeners on your own schedule. I love it. It’s it’s, twenty seventeen is all about. Listen at your leisure, benj, listen or do it in drops live. Listen to our podcast pleasantries to the over twelve thousand of you and the affiliate affections to r kayman fm listeners throughout the country. So glad that you are with us. Please let your station know that you listen to non-profit radio that will help us a lot and help them affiliate affections to our am and fm affiliate listeners. Very simple. Um, we were goingto yes. Okay, so let’s continue with what’s. Ah, what you got to pay for news now or soon? That that used to be free. Okay. Well, let’s, let’s, talk about what? Some of the good freebies air still there because sound like i think i might have depressed you in that first segment there. I want to make sure i looked into it. Might be my short hair. It might be this hair cut. I don’t know what it is. You know, it’s, i walked in this way. I don’t know why go. Ahead, yeah, we wouldn’t leave you in your listeners on a good note, let’s talk about some of the stuff you can still do for free that i think are pretty awesome, so they and i’m going to give you a website, and i’ll also put it on your facebook page. But it’s non-profit dot length in dot com forward slash development, right? So you know what they were? I want to focus a little bit more on how to elevate their their pages entitled how to elevate your fundraising efforts with lincoln, so they give you some some tips and ideas on that particular page, as you know how non-profits can use this for fund-raising for development, one of the things they provide is a free webinar that you can watch to learn how to use lincoln better for fund-raising so again, that is still free, and i think it would be well worth while at least checking that out and see what additional tips you might be able to get on. How to use lengthened for fund-raising okay, i’ll just put that in my takeaway is okay non-profit derelict in dot com slash development, okay? And i yeah. I did want to point out that that that domain is still available that non-profit doubt linked in dot com there’s still a lot of good stuff there. Yes, there is. Yes, absolutely so there’s, some good stuff there. So it’s a bad still there, that’s still free they what? When i was poking around that area, one of the things that i did find is that they give an email address, that they say that you can the email them to see if you qualify for discounts. Now i don’t know what that means to see if you qualify for discounts of the non-profit um and then on and the e mail address that they give is non-profit solutions at lincoln dot com and i i i don’t know what the qualifications are. I don’t know if it’s by size of budget, i don’t know, i don’t know, i have no idea, i don’t know anybody who approach them with this, but i figured since i was preparing for the show and i came across that e mail address that dear listeners might want to know about that, they also say that they have a lincoln fund-raising specialist who’s. Available and there’s a form that you fill out and hit send, i guess. And then somebody from lincoln reaches out to you. So that might be worth pursuing something. What? You know, maybe they’re going to give you some free ideas about how to use linked in better and so on. And so for non-profit fund-raising specialist. Yeah. That’s what they call it. I know where you found that on non-profit darlington dot com. Yeah, for its development is where you found that non-profit fund-raising specialist form that you submit? Yeah. Yeah, because they have. They have a link at the very bottom that says, talk with our non-profit specialists. And so when i click clicked on that, i noticed that they have ah, form that you can fill out. And then somebody gets back to you that we should try to get somebody on from lincoln. How about that? There you go. That was that the form and say, hey, i’m learning a radio show. Come on and talk to me. Well, that’s, one way to do it so that’s. A rather simple minded way. It certainly will get the job done. I prefer to be a lot. More sophisticated than that, but okay, i’ll take that one under advisement. Do that without specialist or specialists. Was it a plural specialists? They just say that they have a lincoln fund-raising specialist available for just one person serving a well, i don’t know one point. Two million of us. Ok, it’s hard, it’s. Hard to say. I mean, i don’t know how you know how much they still have in terms of staffing available that they have dedicated to the non profit sector. That would be really interesting question to ask now, did you say a non-profit fundez specialist or the non-profit reasonscall esha list? That article is very important a versus the did you catch that chance? Okay, let’s say that speaks to a link in a ok, so that religion fundrasing specialist who could help you find the right fund-raising solution for your non-profit okay is very important a versus d because okay, so the a of course it could mean they only have one and they just making it sound like they have multiple but that’s another conspiracy don’t okay spirit. Very grassy today, very graphic sexual it’s a short hair i don’t know i’m set off today. I don’t know why. Okay, let’s, get you back in here. Tony welchlin articles. A very important article arguing articles are very important. Geever city, i think. But there is one more thing i did want to focus on that you can still do for free on linkedin, even with the new search feature. So when you have that that search box that’s at the top of the page now they do allow you to run bully in searches. Now you’re going to put me in jargon, geo bully. And everybody knows boolean is good, kendo and or and not okay, so a little feedback. All right, so is that something new? Bully in search? Well, it’s it’s taught their you know, their they’ve given you some, you know, instructions on how you can actually run those searches in terms of how to use you know the word not or and you know how to use the parentheses, teo, filter down your searches. So again, you know, it could be a way for you, teo, to take advantage of what still available for free one. One of the things that i found was interesting, though, is that you? Can’t use like like we can you do on google when we’re running searches, you cannot use the plus sign or the minus sign. So you must use the word and instead of the plus sign and you must use the word not in place of the a minus sign. Okay, that’s it. We’re going very grandeur now, boy. Okay, i know that. Yeah, yeah, pretty pretty important. Is this going away in a new in the newer version is the is the is the boolean search going away? No, no. It’s there. It’s still there? Okay. That’s. Why? I want to make sure we covered it because it is there also those those operators not. And or they must be in upper case letters if you’re going to use that. So that that’s important? A cz? Well, ok, ok. And they’re not supporting any type of wild card searches. Sometimes if you only knew, say part of the word you used to be able to put an asterisk at the end. Well, you can normally and boolean searches, but apparently on their platform they are not doing a wild cards search. So let’s say you were looking for the word ah, fundraiser or fund-raising you normally would have been able to put in f u n d e r a f asterisk so that it would complete the word in any way. But now you can’t do that on this particular bullying search. But, you know, i did want to let people know that that is available. You could just do fund-raising capital o capital our fundraiser and that would cover. All right, we got to leave it there. Maria simple. Thank you so much. Thank you for keeping us on our toes and linked in excellent, you’ll find maria. You’ll find maria at the prospect finder dot com and also at maria simple next week don’t burn out in twenty seventeen and personalized video 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 our creative producers claire meyerhoff sam liebowitz is the line producer. I’m working on hiring a new am and fm outreach director and i mistakenly had gavin in the credits last week after i said goodbye on january first, but gavin, if you don’t, if you don’t leave, we can start missing, so please i’m a damn idiot intern alright, social so media is by susan chavez on our music is by scott stein he’s going to be singing shortly and i’m going to talk over him, so saying, bring him down if you start to happen your turn you with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great you can’t take my own advice what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am 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 do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up 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 and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah. You know, i just i’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 expected to grow. And savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 7, 2015: Labor Law & IRS Helps Your Marketing

Big Nonprofit Ideas for the Other 95%

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Tom Wassel: Labor Law

Tom Wassel

Attorney Thomas Wassel, partner at Cullen and Dykman, says nonprofits often make mistakes around employee versus independent contractor (it’s not enough to pay them by invoice!) and when bringing in volunteers and interns. We’ll keep you on the right side of the law. (Originally broadcast on June 6, 2014)

 

 

Yigit Uctum: IRS Helps Your Marketing

Yigit Uctum

Yigit Uctum is a CPA with Wegner CPAs. He’s got ideas for using your IRS Form 990 in your marketing. See, it does have a purpose. (Originally broadcast on September 12, 2014)

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d grow a ganglion cyst if you handed me the thought that you missed today’s show labor law attorney thomas was cell partner at cullen and eichmann says non-profits often make mistakes around employee versus independent contractor it’s not enough to be paying them buy-in voice and when bringing in volunteers and interns, we’ll keep you on the right side of the law. This was originally broadcast on june sixth last year, and iris helps your marketing heat coach. Tomb is a c p a with wagner cpas. He’s got ideas for using your form? Uh nine ninety in your marketing. It does have a purpose that was originally broadcast on september twelfth. Twenty fourteen so today, it’s law and taxes which on non-profit radio are never boring on tony’s take two. Start your plan e-giving here responsive by pursuant full service fund-raising you need more prospects, they’re smart technology will find them pursuing dot com here is tom marcel and labor law. I’m very glad that subject of labor law for non-profit springs tom will sell to the studio. He’s, a partner in the law firm cullen and dyckman in garden city, new york. And in new york city, he’s been advising employers on a wide range of labor and employment law matters since nineteen eighty three. He is president elect of the long island, new york chapter of the labor and employment relations association. Thomas l welcome to the studio. Nice to nice to be in your studio, tony. Good to see you here. I’m glad we could do it face to face. So employees versus independent contractor, it turns out, is not enough to just pay somebody buy-in voice. And then, while love they’re they’re an independent contractor. That’s absolutely enough if you want to get into trouble. But it’s not enough if you want to do it right. Okay, basically, whenever one person is performing services for another person or another company, the presumption is that there are an employee and that with everything that that entails, including federal taxes, state taxes, worker’s compensation benefits, unemployment insurance benefits, employee health benefits, things like that in order for them to be classified properly as an independent contract that there’s a number of tests that they need to meet and if they don’t meet those tests and accompany miss classifies employees big trouble with the department of labor. Okay, we’ll talk about the misclassification ramifications, and so now we’re talking about federal and state, the the where where is this test? This test is from the i r s and then and then well, is that the eleven points is that from the irs? Absolutely the irs the internal revenue service has an eleven point test, which is used for determining whether or not you have to take out taxes from people’s wages, okay, but every state also has its own version of the test. They’re they’re pretty similar, but in terms of whether or not you need to contribute for worker’s compensation benefits or unemployment insurance benefits, and they all apply pretty much the same type of tests to determine the employee status. Okay, so it sounds like you’re in pretty good shape if you’re following the irs test, which we’re going to talk about, but you still need to enquire at the state level or or you’re not, because you’re not a hundred percent safe if you’re doing. Following just the irs that’s, that’s absolutely true in other words, each state can have its own rules and merely complying with the federal law that that’s fine in terms of federal taxation. But certain states have have stricter rules with regard to treating people as independent contractors versus employees. So you need to see counsel in the state in which you practice. I practice in new york, so you know, my comments about any law would be limited to anything in new york state and federal law. Okay, we’ll stick with the federal with the caveat that you should check the state level, but you’re on your you’re well, on your way if you’re if you’re complying with the irs regs, i imagine, absolutely okay, okay, so are we these these eleven items? Eyes is basically around the relationship between the employed, the non-profit and the person doing the work. Absolutely the key elements in the test without without trying to go over check checklist abila talk on some of them were good, some of it’s, a degree of control that thie and i’m going to go. I’m going to use the term employer here, even though we may. Say it’s a contractual relationship, okay, but no, we’ll say or the employer of the company, the relationship between the company and the person performing the service is in an employment relationship. For example, the company tells the employees where to work, what time to show up what their duties are? Ah, and what do they report to who they’re going to supervise if they’re going to supervise anybody? Things like that in a relationship like that that’s that tends towards the employer employee relationship as opposed to an independent contractor for an independent contractor, you basically say here’s the job, here’s here’s, what i want you to accomplish, maybe cem general guidelines do it when you think it’s appropriate, although there may be deadlines set, but i’m not going to tell you how to do it. I’m not going to supervise you on a day to day basis. I’m not going to provide you with the materials to do it. You do it on your own and i’m simply going to pay you a fee, which is another important distinction there the fee basis versus an hourly or salary type basis? Okay, we’ll get to that. You you touched. On something that i want to explore a little bit, the place where the work is done. So you you can’t have the person always coming to your office to perform the work, know that you can’t have the person doing the work in your office. But it really that would depend on the nature of the work. For example, if, if you if you have employees doing the same work, and now you’re going to bring in somebody else from the outside to sit alongside your employees and do the same work, well, that’s an indicator not not it’s, not a single point test but it’s, an indicator of an employer employee relationship. Now, if this person has his or her own business on the outside, has business cards may work from more than one company at the same time, or one after another on it, since you’re simply hiring that outside company to perform services for a limited period of time, well, that it tends to lean more towards the independent contractor relationship. How do we balance these eleven? Which we’ll get into some detail about some of the others too? But is it ah, like majority, if you have, if you have six out of the eleven year okay, andi it’s going to go one way or the other based on a majority? Or how does it work? Well, there is no bright line test. Those lawyers like to say, i think to some extent you apply the duck test if it looks like a duck and walks like a duck, and quacks like a duck, it’s a duck it’s very fact specific and a trier of fact, whether it would be through the department of labor or worker’s compensation board or in a court of law would look at all of these factors and say, well, okay, the control factor tends to lean towards employees, but the independent company factor tends to lean towards independent contractor and way all of these factors together, and then come up with an answer. Okay, so these eleven points are are the things that iris is going to consider? This is what they’re going to look at, and they’re going to put it all together. And they’re going to make a decision. Absolutely. Okay. And i guess it would work similarly at the state level. Like when you mention department of labor. We’re talking about the state department of labor could be state of the state or the united states department of labor. There’s both and and they’re very interested because independent contractors aren’t entitled to overtime or minimum wage or anything like that. You you pay them a fee or you pay them. You pay a company a fee to do something and that’s. Fine. But if their employees and they work more than forty hours in a week, they’re entitled to overtime. Yeah, we may have time to get more into that. Right. Okay. Um, i think we will. Actually, um, what are some of the other side? The other factors in these in these eleven points? Well, as i mentioned it’s the ah it’s. How people are paid. Yeah. That’s a good one. Sorry. Let’s. Talk about that one. The fee versus fee versus salary. Right. Well, typically, an employee may get an hourly wage. May get a weekly salary. It’s generally, the relationship is often not always but often sort of. Open ended that is to say, we’re going to hire you, not necessarily for two week barrier or until you finish this job, but we’re going to hire you as an employee and keep you on, but we pay you on a pay check. Ah, as opposed to an independent contractor who would normally be paid through some voucher system or through through ah, obviously issuing a ten, ninety nine, which is the tax form for independent contractors and might be in a lump sum. It might be in regular payments, but it’s not based on number of hours worked or anything like that that again, depending on how you structure the deal, that would tend to lean more towards employees or more towards independent contractor. What about? I think you mentioned giving someone the tools to do the work so you shouldn’t be giving them ah, laptop tto do the work or or other things or certainly office space dedicated in the office? I mean, that’s tending to look like employment, right? When you’re giving them that stuff? Absolutely. If i say, come into my place of business and i’m going to give you everything you need to do. The job and you don’t have toe put anything on the table other than what i give you that’s the hallmark of an employee, as opposed to an independent contractor who brings their own knowledge, skills and tools to the table and does the job that you’re paying them to do. We’ll go out for a short break, and when we come back, tell marcel and i’m going to keep talking about this and then we’ll get into volunteers and interns, and then i believe we will have time to for overtime for employees you’re supposed be paying your employees overtime. Do you maybe want to turn this off? If you’re listening in the office on monday, only the bosses want to hear this. We’ll get into all that 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. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Dahna welcome back to big non-profit ideas for the other ninety five percent. Let’s, send some live listener love arco, idaho and orlando, florida live listener love to you very glad you with us let’s, go abroad! Seoul, korea manu haserot, islamabad, pakistan i’m sorry. I don’t know how to greet you in, uh in is it pasha pashtun? Passion is that i’m not sure what, but live listener love to you in islamabad, irrespective of how i would say it in your in your tongue, in your language bonem changing china, always welcoming the chinese lots of listeners. Ni hao, nagoya and tokyo, japan sending you konnichi wa and there are others we’ll get to them kuwait also, i wanted to get to kuwait. Um attorney thomas l let’s see if you’re if you’re the person who’s doing the work is getting their income from a bunch of different places. Is that that’s that’s? One of the factors, isn’t it that’s, clearly one of the factors, and and that would certainly militate or tend towards a finding of an independent contractor relationship? If you hire a company, the company may have its own letterhead may have its own invoices may have its own business cards may have an ad in the yellow pages for those of us who still actually use paper yellow pages or maybe a gn internet list thing nowadays. So if you hold yourself out as an independent company and maybe even filed company tax returns on have a company workers compensation policy, things like that that again would lean towards the independent contractor relationship rather than employees. If you are ah found by the irs to have misclassified people doing the work, would you expect that the irs is going to report to your state department of labor that they’ve found a misclassification? That’s, that’s a really good question, and i get asked that those kinds of questions a lot from lots of different employers, i tend to represent employers, and my understanding is no, they don’t necessarily do that. That particularly if you settle the case, the words that come to you and say you messed up, you need to pay x amount, and if you settle it voluntarily, they’re not going to go broadcasting it to the world so that there could be more agencies to come and knock on your door, because that would discourage you from settling in the first place that’s not to say that other agencies won’t find out about it. And certainly if the case were public, if you would have to go to court, which is a public record and other agencies saw that they could be knocking on your door as well, where do you see employers messing up? Well, it’s again, it’s the any of any of these factors will any or any role these factors? I have clients, and obviously i’m not going to mention names. Uh, i brought you for so it’s um, provocative, the name dropping. All right, i thought i’d like to keep practising law for a few more you’re not retired, they yeah, i have i have clients that have they’ll bring people in and they treat them as independent contractors and they say, well, they’re only going to be here for two months. I’m hiring them for a special project and i say yes, hiring see, that was the key word there on it doesn’t matter if you’re hyre it is a temporary employee or a permanent employee that’s one factor, but not not controlling temporary employees, their employees, so you have to treat them as contractors, and i’ve had a number of audits fromthe state workers compensation, border unemployment insurance division that come in and say you’re not paying premiums to these people because you’re not treating them as employees. Pay up. What? What are the penalties let’s talk about the federal level? What would you expect from the irs if ur misclassifying? Well again? In most cases, if if you own up to the to the mistake, you’ll certainly have to pay what’s owed but safe for the i r s not only will you have to pay what the employers share of the taxes wouldn’t really be, and they also have to pay the employees share of the tactics so security taxes that should have been paid exactly pay both the employer and the employee because the employer messes up, the irs isn’t going to go to the employees and say, by the way, some of that money you got, we want you to give some of it back. It’s, the employer’s responsibility to properly pay the employees. Okay, so the back taxes that were owed, what else? What else might be expect? Well, there, there could be civil penalties involved to or if it was done knowingly over a long period of time, with no knowing that you were violating the law usually second or third offenders, there could be some more severe penalties involved as well, you’re always welcome teo disagree with young arrests, right on contest there, their belief that you’re misclassifying absolutely, you know, just just cause the irs says so doesn’t make it so. But the presumption is that these people are employees, right, and it’s up to the employer to prove based on the law that these people are actually independent contractors. So if you if you want to fight them, you better have a pretty good case. Let’s move teo volunteers and interns what? What are what are non-profits often getting wrong around these? Well, the good news for not for not-for-profits we call them not-for-profits in new york, but non-profits same, the good news for non-profits is that you’re allowed tohave volunteers in the in the in the in the for-profit sector, you basically can’t have volunteers. Anybody who does work for you has to be paid, but in the in the nonprofit sector, you can’t have volunteers, but there are some rules about that as well. The work that’s being volunteered for can’t be the same kind of work that’s otherwise being done. In other words, you can’t have a paid clerical person sitting at a desk and then have somebody else come in and say, well, i’m going to volunteer and i’m going to do the same work sitting side by side the paid pearl really? All right, so let’s, let’s taken example of that suppose closed. You have employees that are preparing mailings. You’ve got a five thousand piece mailing going out and you don’t hyre ah, male house, you’re doing it inside and you’ve got people stuffing in printing, stuffing envelopes, putting stamps on, and then you bring some volunteers in to do that same work side by side with employees. That’s that’s, not a volunteer. I’d be very concerned about that. If i was the employer and i if i was their attorney, i would be tell saying we need to take a long, hard look at this because again, people sitting side by side, some people are being paid. Some people are, quote, unquote, volunteering very dangerous situation, even if the volunteers volunteered. I mean, even if they walked in and they love the mission, they’ve said, i want to help you. How can i help? And you said, well, we could use ten hours on, you know, over the weekend to put this mailing together well not-for-profits tend to be generally charitable, religious or religious organizations and the servant public purpose and that’s why they’re allowed tohave volunteers to some extent, but to the extent that you’re basically just doing the same work as other employees and saying, i don’t want to get paid for it, the law doesn’t really sanction such things. Oh, my, okay, i got to take a little tension because you mentioned for-profit companies, and i’m interested in that on the intern side. What about all the unpaid internships that are coming right now? It’s, it’s, summertime, what about those? Well, and you read about them all the time in the paper about the irs or the part you read about them in the new york journal? I don’t not seeing it in the where i’m seeing in popular, more more general press well, you get for-profit ce are allowed to have interns, but not that you can’t just but but i had on somebody and say, hi, you’re an intern, you’re going to work for me and you’re not going to get paid that would be violating the minimum wage laws for, among other things, but somebody can provide an internship if under certain circumstances, if they’re getting some sort of academic credit from an outside institution, if they are getting some sort of actual training from you that’s not specifically tailored to your organisation, but but taylor to their field of study, if they understand from the outset that they’re not going to get paid and that’s an internship also, it has to be a relationship where i understand from the outset otherwise it’s indentured servitude you tell them you’re getting gonna get paid, then they don’t they don’t see a paycheck. That’s ah, there’s got okay. That’s clearly got to be rolled. Believe it or not that’s that’s what? I passed that spelled out there. They have to understand that somebody’s done it. Yeah, all right, on. And also, they’re supposed to actually, because they’re an intern and learning from you, they’re supposed to be, if if anything, and impediments to the business not ah. Bonus to the business. In other words, if the business says we’re going to hyre fifty interns to do all sorts of work for us and make money for us that’s not really a bona fide internship, the purpose of the internship, the primary purpose is to give training to the intern, not to make money for the company. And if it’s really a benefit to the company that’s one of the factors that will be looked at to say these air not truly entrance. Okay, thank you for taking little digression in tow. For-profit i love it, you know, you you have these answers on top, your head man xero no notes, which i admire, i don’t like i don’t like notes, really? I have notes, but it is just off the top percent wonderful. I’ve been doing it for thirty plus years. I know you start to learn it if that helps. Yeah, yeah. So let’s go back to the non-profit side there are so the general rule is that you can’t have unpaid work as volunteers, but then there are these exceptions that we were starting to get into right if it’s a bona fide organization charitable. Organization and people are truly coming and say, i want to lend a hand to do you were having were having a blood drive or we’re having a a special event, and i’m a community member i’m going to come in and volunteer to give some of my time to help you that’s a true volunteer, but again, if if they’re volunteering simply to do work that the company not-for-profits would otherwise be paying for that’s a problem, employees of the not-for-profits basically can’t volunteer to give away free work. That’s interesting. I wonder if that comes up much. I don’t know. Well, if you see it well, i haven’t seen it, but it’s addressed in a number of decisions or regulations where somebody’s tried it. Yeah, obviously what’s in there? Yeah, right. That’s. Interesting. Okay, if you haven’t, i’d say you have an employee working for enough for-profit and and and there’s some child care. You’re going to sit with some child kind of simple. I don’t want to use the term baby sitting because that sounds majority, but some sort of ah monitoring situation, which is not within the normal scope of that employees work. That might be okay for a volunteer for the employees, but certainly the employees can volunteer to do additional work that employees already getting paid for. And where do you see non-profits making mistakes around the volunteer and in turn, well, i get calls from from some of my not non-profits and so, you know, we’ve got we’ve got all these people are in here and, you know, they’re here for, you know, ten or fifteen hours a week doing all this stuff, and i say, really, what’s your first question was where something well, i say, well, what are they doing? Art? Do you have other people that you’re paying to do the same work? And they’re working side by side? Are there are these people already employed by you? Because if they are that’s major red flag on dh again, if they’re duplicating or substituting their substituting for paid employees, that’s, that’s a problem? We’ve got somebody who’s out on a totally leave elearning leave a family medical leave act type of leave, so they’re gonna be out for twelve weeks, so we’re gonna have a volunteer filling for twelve weeks, okay? Do you have a sound of a klaxon in? Here or, you know piela only like that. But that’s just my voice is all we have is scary enough. Thrill enough weak enough as it is. That’s very bad. So paternity leave maternity leave. You can’t have a volunteer filling in. You’re basically saying, i’m going to have somebody do the same work as a paid employee, but i’m not going to pay them. No lost don’t let you do that. All right? I think that’s very interesting. All right, so what do we do, teo? To remedy this. So when your clients are then calling and there, then finding out in this call that they’re they’re running afoul, what do we do next? Well, i tell them aside, i’m obligated to do as an attorney. You should change this and you should start treating people correctly going forward because every day that you’re in violation of the labor laws or the or the tax code is is a new problem. If you change things today or tomorrow and start treating people properly, pay them, then you don’t really have a problem. And by the way, all you have to do to comply with most laws is pay minimum. Wage and you know you don’t you could have people have clerical people making fifteen dollars an hour. I need somebody to fill in, and i’m just going to pay the minimum wage. You can do that, you just can’t pay him nothing. You can’t have them volunteer if they’re not truly bona fide volunteers, can you work out some alternate form of compensation besides, besides money? Like maybe they get some benefits of services from the organization, i guess sort of a barter arrangements, but i’m thing thinking of is that is that possible barter arrangements are legal, but their taxable i don’t represent any barter companies, but i happen to have a close friend who’s involved in a bartering company, and i know that when party a’s trading goods or services with party be, both sides are issued ten, ninety nines and and the company, the bartering company, will report that to the irs. So if you just say instead of paying you seven twenty five an hour, which is the federal minimum wage, it’s hyre in new york state and a lot of other states, but instead of paying you seven twenty five an hour for forty hours, which is with two, two hundred ninety eight dollars a week. I’m going to give you two hundred ninety dollars, worth of free food, that’s that’s a taxable event and frankly, it doesn’t comply with the law. The fair labor standards act, which is the federal law that requires people get paid, requires that you get paid in cash or the equivalent of cash, not in goods and services they’re certain deductions allowed, but not completely excellent. Now we’re talking about federal and state law here, a cz well around the volunteers and interns, absolutely okay, so we’re talking mostly federal, but with the same qualification you need to check about check what the standards are in in your state are you? Are you still pretty well on your way to compliance? If you’re if you’re complying with what the irs requires, like like we said over on the independent contractor side e, i would say, you know, qualified lee, if that’s a word, if you’re complying with the federal rules, you are more than likely quality complying with state rules, but i certainly can’t give that as a guarantee without taking a look at the state rules, understand? Okay, let’s, spend a little a little time. We’re just a couple more minutes on overtime for employees. What is the problem here that you see? Big problem is that certain employees aren’t being paid overtime because employers think they don’t have to. And the biggest fallacy, the biggest myth that i see is and and employers and employees both believed this is that if you paid a salary, you don’t get overtime that’s not true, you need to be paid a salary in order to be considered exempt from overtime, but on ly, certain employees performing certain duties are exempt from overtime the main ones. I don’t talk about those one of those executives, administrators or administrative xero and professionals, so if you’re ah not for-profit ifyou’re ah, counselor, a psychologist, psychiatrist, a professional you’re not in your pay and you’re paid on a salary you’re not entitled to overtime, but you may be a highly highly paid administrative person who works closely with management. You may be exempt from overtime, but if you are a lower levels let’s, say, clerical person lower simply on the orc chart. Not in terms of your worth, but and you’re you don’t. Have it a lot of discretion and control doesn’t matter if you paid on a salary you’re entitled to overtime. If you work more than forty hours in a work week and that’s not waivable, you can’t agree not to take it. You can’t enter into a contract dipped in blood notarized doesn’t matter. You have to get paid for all hours worked at time and a half and not less than time and a half. Pay attention to the labor law. Thomas l, a partner in the law firm of cullen c u l l e n and die kayman d y k m a n in garden city, new york and also in new york city. Thomas l thank you very, very much in my pleasure mine as well. Tony’s take two and irs helps your marketing coming up first. Pursuant, they do full service fund-raising from web based tools for most of our audience small and midsize non-profits two on site campaign counsel for organizations that need that pursuance ah, prospector platform finds donors in your database who are ready for upgrade these are the people who may be giving you twenty dollars a month, and they’re ready to give one hundred a month, or the twenty dollars, a year. You know they’re in there, but they’re not so easy to find. Prospector platform does that it finds thes upgradeable donors so that you’re focused on the people that you should be spending the most time with not people who aren’t willing and able teo upgrade. Therefore you raise more money. You find your upgrade prospects who are hiding in plain sight. Prospector platform is at pursuant dot com my video this week is start your plans giving program here there are lots of reasons why charitable bequests, which our gift in wills are the most popular planned gift. Ah, i tick off a bunch of reasons that make request marketing the way to start your plan giving program and for a small shop that may be where you stop perfectly respectable it’s all in the video and that is at tony martignetti dot com that’s tony’s take two for friday, seventh of august thirty first show of the year here is heat, coach, tomb and irs helps your marketing you touch tomb he’s, a senior manager at wagner cps, he has his mba master of accountancy and is a certified public accountant. He’s also a certified fraud examiner, he works exclusively with tax exempt organizations and oversees the firm’s form nine ninety nationwide preparation practice eat manages wagner’s, new york city office they’re at wagner cps dot com he’s here in the studio to talk about the irs and how it helps your marketing. Welcome to the show. Thank you. Thank you for having me here. My pleasure, it’s. Cool. Glad you’re in studio um, the form nine ninety this is i thought this was strictly a burden and something to be not avoid it. We can’t avoid it, but there’s something to be done and kind of put in the closet. You don’t think so well, you’re right. A lot ofthe organization leaders thinks that it’s a burden and actually it’s it’s a great opportunity for organizations to show the world that all the good things that they’ve done in the in the year, and then it’s also a good opportunity for them. Um, tell the words how validate their run and in the past this forest scene, justus the farm files it tires and on ly to be shown ah potential donors or anybody coming to your office and basically asking for it. And now it’s vital they available on the web, especially the most common is the guide star. And because it’s out there it it gives an opportunity for organization to the marketing tool ok, and not only guide store, but state attorneys general, a lot of them have them. Can a lot of organizations put the nine ninety on their site themselves? Yes, it’s a sort of transparency, for example, in new york every not-for-profits lee, just with new york that files annual report with the state off new york they’re nine ninety, along with their financial statements, are on their website. So your advice is to think of this as a marketing tool it’s an opportunity? Yes, so if you see it as just a burden, and as most organizations currently do and don’t get enough attention, it can potentially hurt you. So i think about is some organizations for some, organ says is true that the nine nineties seen more than they’ll annual report, but they spent all the time and energy on the annual report make it perfect, but they only spent maybe a fraction off the time to get the nine ninety ready for filing, and we’re gonna have some. Time to talk about this. But you even suggest that people beyond accountant’s contribute to the nine. Ninety their final way. We’ll have a chance to talk about that. That’s. I love that advice. Okay, let’s. Just make sure that everybody understands what we mean. Nine, ninety, there are there are three nine nineties and you’re the expert. So when were you acquainted with the three? Yeah, the. Depending on the size ofthe organization, the organizations can file three different ninety forms. If they are under fifty thousand dollars in revenue. What they can do is they can file a form called nine ninety and which is also known as the postcard return and it’s, just basic information and a statement saying that the revenues were less than fifty thousand dollars. Okay, and with some states like new york, if you are over twenty five, then you have to file the night. Nineties eve, which is the next step. So organizations that are in revenues under two hundred thousand and in assets under five hundred thousand, they can file this form nine ninety easy, which is a shorter form. And the larger organization about the threshold can fire. They have. To file the form nine. Ninety, which is longer so just like we have individual ten forties and ten. Forty easy. Exactly. Nine. Ninety and nine. Ninety easy and then also the nine. Ninety n write really small for the under fifty thousand dollars in revenue. Right? But you raise an interesting point. Sometimes. It’s state regulations that govern which nine. Ninety you have to submit is that is that right? Could you mention new york? Yeah, a certain threshold for the easy. Right. So you have to look to your state and also to the i r s exactly. Okay, exactly. We’re not talking about the nine, ninety filing requirements here. Just i digressed a little bit. We have talked about the nine, ninety in the past. Especially with with jean takagi. So you could find those shows in the past. But we want to focus on the nine, ninety as a marketing tool. And part of your advice is that even if you’re able teo file the shorter form, you might want to do one that’s the next level up. Exactly. It depends on the purpose ofthe how you’re going to use it. For example, if you are a small organization under fifty thousand dollars. You may want to file the nine. Ninety easy to get your nine ninety on guidestar. So or ah, a lot of foundations, for example. They would like you to stop mitt at nine. Ninety easy or a nine. Ninety with grant applications. And, um, that’s. Another reason why you may wanna files piled the longer form in this case. And if you are ah going after donors and even if you are a small organization, if you can show that guarding all these good covenant practices and all these other things is just like, well, run is a large organization. I think it’s also helps it, but it’s getting funds. But if you do not have a purpose, i think it always cost more time and money to file the longer form. So i think it has to be ah, i violated in for individual circumstances. Fair enough, but something to consider. And i just love the different perspective is what i wanted to have you on the show. Different perspective of the nine. Ninety that it’s, you know, as we said, it’s not just no longer just buried anymore, but to look at it as a zoo marketing tool and therefore has to be consistent with all your other the what is the traditional marketing tools, right? Exactly? Yeah, for example, you don’t want to confused the word with sending mixed messages if your annual report is saying one thing and if you’re ninety saying another thing than it confuses people. So that’s one ofthe reasons why certain parts ofthe the nine ninety should not be done prepared by the countenance. It should be prepared by people who is also preparing other other marketing materials. Excellent. Okay, so let’s, get into some of the different place is in the form nine. Ninety, where you see marketing opportunities, what’s the you like thea program service. Accomplishments? Yeah. Where? Where is that? Where will people find that? On the night that could be on the second page off for my love. I love that you’re a nine. Ninety expert. You he doesn’t. He does not have the nine, ninety here in front of him. Which is what, like seventeen pages or something leaves twelve o on the schedule. And then the school was one of my many more starita he does not have a nine. Ninety here in studio with me is so when i asked him, like, what section is it? Andi knows the page, so i okay, you have the expert here, all of that. All right. So, um, you know, your your practices nine nineties. I love it all right. To the program. Service accomplishments. Your program serves accomplished. Mons to page two. Part three. It’s beautiful. Basically, organisations get the chance here. This is like the free marketing or pretended to tell the world the all the great things that you have accomplished in the in the past year and latto off times despite tires. Instructions. This is one place iris helps you market, as you mentioned, is in the instructions i response you to be specific. They want you to use non financial data, but a lot of organizations just they see there’s a burden. So year after year, they repeat the same thing. And the and the nine ninety preparation is buried in their finance department or of the outside consultant who’s doing it right. And they just want to know when it’s done exactly what you can’t fill. You need a number for page four line. Ninety three i don’t know, like, you know, you probably rolling your eyes. Oh, my god, what an amateur question ninety three’s not on page four, for christ sake, but that’s just the thing is just buried until it’s ready for signature basically right? It’s? Not so who? So we can have program officers doing the program service accomplishment section or something like that, right? So basic, the its funding to say this take like a food pantry. It’s one thing to say that you have served meals to low income people in the community and it’s another thing toe give some more specific you can say piela, sir, different fifty thousand different people eighty thousand meals during the years, so it gives more, more basically more impact. And people are seeing this on guide star and on your website. And of course, it needs to be consistent with your other marketing material. Exactly. School what? What else? What other opportunities to see in that section? So i’ll give you another example of that because, like, if you’re a membership organization, try to use it to recruit members and you fear with conferences wanting to say you spent hundred thousand dollars in this conference is another thing to say. Our conference was attended by twelve hundred people. We had sixty different sessions. You can name some off the station, including x y z. And we also had to networking opportunities again like this is anything you can tell tow people join you as a member for a membership organization. And can anything that you see that would attract donors are whoever you are trying to calm me. It’s like. All right, cool. Very good governance. There’s the governance section is this the section on the nine. Ninety relieve the governance? Yeah. There’s a section on ninety nine on the nine. Ninety deaths as out ofthe questions about the governor inspection number part part six off your nine nine beautiful love, the basically in that part, it’s asking out ofthe question some of these questions, such as, um, whistle blower policy and document destruction policy. These can be mandated by others. Other ah um pre-tax sarbanes oxley. Examples on the other set is dahna lorts state law, right? And new york will start mandating certain certain policies there as well. And some off thes policies are very easy to add up. So their templates out there it’s not a huge burden, and i encourage every every organization, if do they do not have a policy out there, just go look for a sample adapted and checked the box yes to show that they’re they’re well, well run and well covered and thiss foot reduced the potential all at risk and it’s also important to use that affection toe basically solicit new board members because one off the users off this maybe perspective what members looking at your nine ninety to see if this is our organs and joe, i want to join this organization, are they so they know what they’re thinking? It might be exposed to any risk by joining terms. All right, we gotta go out for a break. You’re gonna do some more live listener love there’s so much i got to squeeze him in tuscaloosa, alabama welcome live. Listen, i’d love to you. I don’t think you’ve been with us before tuscaloosa welcome and jersey city, new jersey it’s, the birthplace of my my dad. He was born in greenville hospital, jersey city, new jersey, and langley, bilich british columbia. You’re back with us live listener left. All of you. We got some or stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only 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 are 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. 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. If you have big dreams in a small budget tune into tony martin. Any non-profit radio ideo. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent let’s, go abroad with live listener love belgium children, we can’t see your city! I thought that was a pretty open society. They’re belgium, but you’re you’re blocked but welcome live listen love to you, let’s, go to china, where i send ni hao to shanghai, chengdu, korea, multiple listeners in korea, as always, including soul, anya, haserot and japan, multiple listeners tokyo, akashi and others konnichiwa and, of course, podcast pleasantries to those of you listening in the time shift wherever you may be, ninety five hundred of you podcast pleasantries to you yeah, let’s, let’s keep talking about the governance section is that this is not a free form narrative section like the program service accomplishments, it it certain parts ofthe it are free form, for example, one off the question there is, like what’s. Your policy is to review the night ninety so in there you can explain, like how what process off leaving tonight ninety like does every boardmember sees the nine ninety who who looks at it, who prepares its who reviews it and how it gets wild, the other free form part. Is the conflict of interest policy. You can have different types. And who’s who’s monitoring. It goes who’s looking at it. And another part is the determination off the executive compensation. So what’s the policy around that looking at comparables like, do you have independent comity? Looking at it and documenting this decision? There are some some freeform parts over then within governments. Governance? Of course. Right. And we have talked about, i think, all those subjects that you just mentioned with with jean takagi when we’ve spent time on the appropriate governance and oversight. So this is a perfect dovetail. Um, how about you have something about the statement of functional expenses? Where will we find that? If we if we want to go into the nine ninety, um, that would be now little people. Nine off the ninety basically and, um, statement functional expenses. I believe you covered overhead. Mitt in in your previous shows, we have the we had the three signers of the overhead myth. That was on september sixteenth. The ceos of charity navigator, guidestar and better business bureau wise giving alliance. Yeah. So basically, i want to refer to that which is a great point they made and ah, out ofthe not-for-profits are too worried about their program service percentage and that, um, that they want to put like, as they reflect, i guess, everything they can in the program, and they should know that if it’s correct, so but sometimes like it gets to a point where they wanna look at things which is more like gray and, you know, they have the natural incentive to put more into program and not in management, general fund-raising and that doesn’t necessarily reflect the truth and ah, that’s area um, it’s sophisticated donor-centric e-giving and i ninety can tell that certain things are not correct there because certain things such as an audit, it has to be a hundred percent management general, accounting and audit is that, um so i think, it’s another point important here is that that schedule is done correctly so that a potential donor funders looking at it shouldn’t question anything accurate, so get on dh that one is the key. That was the whole message of the overhead myth letter is don’t feel you have to devote everything to to program at the expense of overhead, which can be very very important. Tisbury. So you have sophisticated people looking at your nine ninety, and you’re thinking of it as marketing. Keep that. Keep that in mind. We have to. We have just a couple minutes left. There’s a part of the nine. Ninety that you call a playground? Yes, that is that. That would be schedule. Oh, that’s a place where you can put anything that an organization can beat anything they want in there, so ah, i would use it as a, um what is it called? What is schedule? Oh, called, huh? I think it’s just called a schedule a it’s, like a supplementary information thinkit’s supplementary in formation. And basically, i would encourage organizations toe explain anything that might look unusual on the on the on the nine. Nineteen. Okay, for example, let’s say if they are starting a capital campaign and in that initial year they wouldn’t necessarily have to revenue yet, but they have all these fund-raising expenses. So if they’re fund-raising expense ratio is unusually high and this might be a place to explain that they’re going through the skips, the campaign and that they they’re also informing the public that they’re doing this. So it’s another place toe to use that for that. So outstanding, really interesting perspective on form nine ninety thank you very much. Thank you for my pleasure. You duitz doom senior manager at wagner cpas manager of their new york city office there at wagner cpas dot com next week will mccaskill, author of doing good? Well, no, i’m sorry. Doing well better now doing good, better that’s the book doing good better he’ll be on for the hour if you missed any part of today’s show finding on tony martignetti dot com where in the world else would you go? I did not forget live listen love all the live listeners who are out there can’t name you by city and state were pre recorded today, obviously, but you know the love is going out to live listeners podcast pleasantries, everybody listening in the time shift over ten thousand of you so glad you’re with us and it was very important affiliate affections to our affiliate listeners in stations throughout the country affections out to the affiliate listeners pursuant, find your upgrade prospects with prospector platform you’ll raise boatloads more money, and i’m not talking rowboats or kayaks. Or doory skiffs. We’re talking three masted schooners full of money. Pursuant dot com. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez at susan chavez. Dot com on our music is by scott stein. Thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and degree. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah, insights or 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 am 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 idealised took two or three years for foundation staff to sort of dane toe add an email address card? It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’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 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, way.

Nonprofit Radio for September 12, 2014: Your Online Approach Plan & IRS Helps You Market

Big Nonprofit Ideas for the Other 95%

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Tulani Elisa, Dottie Hodges & Amanda Heidtke: Your Online Approach Plan

Tulani Elisa, Dottie Hodges & Amanda Heidtke
With (l to r) Tulani Elisa, Dottie Hodges & Amanda Heidtke at NTC

If you want to reach and engage effectively online, you have to plan. What’s the leadership role? How do you get buy-in on the plan? What about those who stray from agreed goals? Tulani Elisa is social media manager for Threespot, and Amanda Heidtke is director of digital strategy for Hodges Consulting, where Dottie Hodges is president. (Recorded at NTC, the Nonprofit Technology Conference 2014.)

 

 

Yigit Uctum: IRS Helps You Market

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Yigit Uctum is a CPA with Wegner CPAs. He’s got ideas for using your IRS Form 990 in your marketing. See, it does have a purpose.

 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week. John fulwider he’s new to non-profit radio from when dorrie clark was on two weeks ago, he tweeted that he was binge listening to shows, and i love that i had to make him listen er of the week john is in lincoln, nebraska, he did a ted x talk about his own infertility. He’s a coach for non-profit ceos on twitter, you’ll find him at John m fulwider with 1 l congratulations, john listener of the weak and thank you very much for binge listening. The non-profit radio i’m glad you’re with me. I’d suffer retro peritoneal fibrosis if i came to learn that you had missed today’s show you’re online approach plan. If you want reach to reach and engage effectively online, you have to plan what’s leadership role. How do you get by in on the plan? What about those who stray from your agreed goals? Tulani elisa is social media manager for threespot. Amanda heidtke e is director of digital strategy for hodges consulting where daddy hodges is president and that was recorded at ntcdinosaur non-profit technology conference twenty fourteen and irs helps your marketing you eat coach tomb is a c p a with wagner cpas he’s got ideas for using your irs form ninety nine ninety in your marketing, it does have a purpose on tony’s. Take two get off ellis is back for pizza. We’re sponsored by generosity siri’s hosting multi charity five k runs and walks here is my interview on your online approach plan from and t c welcome to tony martignetti non-profit radio coverage of ntcdinosaur non-profit technology conference two thousand fourteen we’re at the marriott hotel, the marriott wardman hotel in washington, d c and with me now are tulani elisa, daddy hodges and amanda heidtke e tulani is social media manager for threespot daddy hodges is president of hodges consulting and amanda high key is director of digital strategy at hodges consulting. Welcome, ladies have all three of you your your workshop topic? His strategy is not a four letter word. How setting a plan for your online approach reaps rewards tulani let’s still you’re closest to me let’s start what what do you, uh at threespot? What do? You think some of the shortcomings are that not necessarily at threespot, but that that non-profits generally are not strategic enough about what should they be doing? A lot better? You think so at threespot we design websites and make social media strategies analytic strategies in digital strategies for non-profits for ngos, for government organizations. So that’s what we deal with all the time? Ah, a lot of the time what happens is non-profits think, oh, we need to do social and then they don’t think we should happen approach. We should make sure to go about it the right way. We should do some pre planning, they just kind of want to get into the space because it’s so fast moving fast paced on, always changing. So a lot of what kind of we are going to be talking about our panel is really you know how a digital strategy could play out things like social media or website design or any kind of approach that you have online. So a lot of times, it’s the kind of leap without really knowing what snacks in. So we want to talk about what you do before you leave daddy, i imagine you see much the same thing at hodges consulting we do and, you know, i think tulani is reference to what we call shiny object syndrome is one of the the biggest players also kind of the collective sense of, you know, we’re looking at things from a organizations perspective, you know, our program work our mission, how were structured as an organization, the content we produce, but we find increasingly, organizations need a little help in seeing it from sort of an outside perspective in terms of who are we trying to reach you, our target audiences? What are they looking for? And then what do we want them to do? What’s what the engagement components that we want them to accomplish? And so having that sort of step back first really helped productive strategy gain results in the end that shiny object syndrome you mentioned? What are some of those shiny objects that you see clients reaching for you name a twitter blogger? We won’t read it. I mean, it’s, just ask twenty sites. Yeah, we want this amazing he website that does everything from soup to nuts. Um, really, what they want to do is find out what that target audiences that will reach their mission will reach and do that thing, not try to be everybody’s everything not try to be the website that gets thie program directors needs met. The executive directors needs met the needs of the membership services department, but rather figure out what the organization’s mission is and how they can leverage that website or that social media project and used it to get that message out, which is what the audience wants, not necessarily what the organization thinks he s so we should be thinking about what our constituents are on doll in all their different varieties, what their needs are everybody everybody’s nodding? Yeah, definitely really important for organizations to stop thinking like organizations and more like their constituents and and thinking about what they want to hear and the people that are looking at their social media pages or their blogger, their website and what really connect with them. And you can do that easily through doing audience research through, you know, going through and seeing you know what posts and what content is really working, resonating with people, what are they engaging with? And and what’s not working and how do we change that? And you can also really look at the landscape and look at your peers and say, okay, what are they doing that we’re not doing that’s working, you know, and it’s so much of it is really, you know, taking what you see with your own stuff, taking what you see from people that have the, you know, the best in class work and saying, ok, this is working for them, how can we, you know, do that for our own selves actually could even go so far as to be sharing their content that you see doing well, let’s, let’s give a shout out to our our colleagues over at whatever the other organization is that for? For sharing this mean, or, you know, whatever exactly it could be sharing content on dh using, you know, third party content is always a good way, teo, you know, get people to show that you’re a thought leader and to show that you’re someone that really, you know, knows what’s going on because you’re observing other people in the space and it’s also a good way, you know, most people that are in design and articulation, you know, you’re stealing from everywhere, you know? And and then you’re you’re making that into something that works for you and that’s, okay? Because what you’re doing is is kind of making, showing that you understand what’s happening because you’re actually going back, creating your strategy and saying, oh, they did this how can we work that into our goal of, you know, fund-raising how can we work that to our goal of awareness? So really, you know, yes, very party content, but also really using those things up for your own and making that your own as well to fit into your strategy? Okay, daddy, how are we going to get started in being more strategic and invoking the bomb? I’ll tell you what, it’s, not for start there. Uh, it’s not panic. It’s not panic central. And i think a lot of organizations look at the different challenges where the different needs or perceived needs of the organization and have a little bit of that panic moment. How do we start? How do we begin to know what to do first, what tactic to pursue and so are approach essentially is to say, we’re going to take a step back and look across the organization collectively, this is the key word right and agree upon what our goals and objectives are as an organization are our priorities to dr membership, which is ok now, let’s agree that that’s call it what it is and agree that that’s the case, is it advocacy direct actions or some combination and getting everyone collectively to head nod in the same direction about those goals and objectives to then say, ok for that objective, let’s look at our audiences and do the research tulani is talking about to then roll out, and we can talk a little bit more the later stages, but i wantto i actually have a man to talk a little bit about, you know, sort of getting those heads nodding in the right direction and how that happened. Well, now that’s the critical piece, okay? I know you’re president of hodges consulting, but i’m the host of tony martignetti you do what you like way are going to get that because actually i want to deal with the how twos we don’t want only be at the theoretical devil, right? But i do want to ask you a question about leadership if we’re going to get all these people seated around the table and ultimately, which could be a bit of a process like, but ultimately agreeing, we’re going to have to have leadership hyre buy-in to this to this process, absolutely leadership engagement is critical, and that might be at the executive director level. It might even be the board involvement in some cases, depending on how the organization works but making sure that there’s a team assembled, we call it a core team that is generally a smaller group that has the authority and autonomy to drive the process because we want leadership engage, but we also don’t want leadership to get so involved in the granular pieces, let’s say we move forward with a website redesign, and we’re talking about those very particular components we want that core team, they have the authority to move the project forward and then engage others in the organization as appropriate, you know, external audience research, whatever it is, but that engagement of the leadership, the organization is critical to move the project forward and what’s also important with leadership. A lot of times, you’ll see. It’s that non-profit is really getting them to buy into that strategy like you were saying, so having them understand, you know, this strategy is going to help us reach this goal or this is, you know, this is what the r o is going to be. This is the return on investment that we’re going to get out of doing this out of, you know, making our website better or having a blogger doing that kind of thing and then showing them those results after lorts so a really important part is to set metrics and to have analytics and to say, you know, we want to do this, we don’t want to put out this picture just hits a pretty picture of something we want to do this because we know this picture is going to get a decent amount of shares that’s goingto connect to more people, that’s going to get us more donations. So so really, like daddy was saying, not being too granular, but showing them the bigger picture of, you know, here’s what we can get out of this, you know? And i would add it’s not even just getting their buy-in but it’s getting them to stay focused on what the goal of the project is, whether it’s a website redesign or a social media campaign, having served for eight years as the director of online operations, that trout unlimited, which is a large, large non-profit that has chapters and councils all across the country as well as the national office, and they all want to work in concert together and leverage digital media, getting everyone in the room together to pick a few key goals, and then to pursue a project with that premise so that every decision that you make along the way happens with the vision of these are the goals were trying to me, and when you’re making a decision along the way, it has to meet that metric and that goal, because it’s, very easy for non-profits internally, too have shiny object syndrome, but past that, too also change their mind midstream mid project about what the goal of it is about it’s, horrible and it’s rampant. I find that having worked on the other side of the table worked for a nonprofit for so long, it was very hard to keep everybody who needed to be have. That by and focused along the way as to what the end goal really is. E-giving didn’t think shooting. Good ending. You’re listening to the talking alternate network, get in. I think. Cubine this’s, the way we’re hosting part of my french new york city, or guests come from all over the world, from mali to new caledonia, from paris to keep back. French is a common language, yet they all come from different cultures, background or countries, and it common desires to make new york they’re home. Listen to them. Share this story. Join us. Pardon my french new york city every monday from one to two p, m. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Dahna so before we even get to what? What? What daddy was urging that i turned you to turn to you for and we will. We’ll suggesting it was it was an admonition. It was actually morning on admonishing me. I i that’s how i took it. He’s always talking about i am a leo. Okay. See? See, my perception was not unbiased on based. Okay. So before we get to that, but what? What do you do when the cats start to stray and different different or teams within the organization start? Tio buy-in convert the goal. Onda work. You know, i think converting the goal in the work actually is okay. As long as everyone is going to agree at the same time that the kitten, the herd of kittens, is moving in a direction so and it’s all justifiable on organizational basis across all departments, not just from our perspective in our department. Absolutely. What do you do when somebody starts to stray? Well, well, i love having the key mission, and i love having the metric decision. So one of my favorite components of any strategic task is to have the metrics by which you’re going to gauge if it’s being successful and that does help keep the organization on task, because if you’re all looking to get the same piece of data and the same result, what the result is from it, you can kind of keep people focused on heading down that path. The trick comes in when your goals aren’t clear enoughto have a metric to follow it up by, and so making sure that your goals are very your tactics have very specific goals and that the actions you’re going to take to reach those goals are very well defined and that’s the strategy that a lot of non-profits don’t they? Don’ts don’t put their heads around what those tasks and components look like and understanding what those are before you dive down into a any project is critical to the success of that project. Give me an example of what you just said take it from from your own background or ah hodges, consulting client, whichever you like. Sure so from my own background, trying limited recently did a very large website redesign and by large, i mean, they scrapped the old site and started afresh on dh perhaps the best example. I have of that is the decision that was the website school going to be specific to growing the membership? Or was the websites gold going to be specific to growing? Engagement? Peer-to-peer engagement and the gold changed throughout the life of the project. So as a website redesign was commencing, the goals went from are we going to sing? We grow our membership uses to drive increased donations through a membership drive to you know, really, what we actually want to do is create this peer to peer network of of people across the country who are engaged in our mission and offer them a place to do that electronically, digitally, through a website. And so it was a subtle shift in focus. Now, ultimately, i believe the organization was it was right, because the by creating that peer-to-peer network, you will in fact grow the membership it’s a different timeline, the tactics that you would take to grow the membership if that was simply your sole goal are much different than the tactics we would take if your goal is to create a social network on buildup. Peer-to-peer right? And, you know, you kind of also asked a kind of not give credit, but understand that things in the digital, especially social media but all digital space are changing so much and so quickly, and people are doing so many different things that situations where people lose track of what their goal was or what they were going towards can happen so quickly, you know, you see a competitor, you see someone that, you know, your organs, they should admires, and they’re doing something that wasn’t in your strategy and you’re like, well, maybe we should be doing that, or maybe, you know, and everyone gets that not just the pang of envy, but that paying of, like, we’re missing out, we should be doing this, we’re behind where this and that’s, what the digital space kind of makes you feel like and so, as amanda was saying, you know, when you’re able to say, ok, we see this we’re taking account, how do we put that into our strategy? And also, how are we willing to hurt these cats in this direction? So that it saying, okay, we have to acknowledge that maybe this is it isn’t something that we thought about from the beginning, but it’s something that we can do we can work with because we still have that base, that strategy, you know, that the key words, the ideas that were following being being flexible, working within your especially non-profits work within the different programs of the organization to find ways to be tactical through a digital media it’s okay, too get off track a little bit if it meets a specific, even purpose along the way. And i think to you found that a lot of times as we went through this eighteen month provoc project that that subtly shifting it when you work with a program staff who has a very unique need, but it would fit in the metrics of the project or working with developments team so that their their goals were met even though fund-raising wasn’t perhaps the ultimate be all and all but that they still had a very viable program and they needed digital focus. It was fine one more. One more thing on the goals, too. When we talk about getting an organization to decide on priorities, the first thing we say is it’s okay? We’re not saying we’re not going to do these other things. But when we have to make decisions about, you know, the user experience or prioritizing even projects against one another, you know, that we will let those overriding goals lead, that we will still be doing these other things, they’re not going to be scrapped entirely in the same with reaching different audiences when they do the prioritization. All right, so now, in my own good time, i’m going, and i’m going to turn now to a man i’m just giving you shit that don’t nobody listens to this show anyway, so don’t that’s not true, it’s not thank you, but, uh, okay, amanda now maybe maybe it’s, similar to what happens when people stray, but let’s go to how we’re gonna create this process we have the leadership that daddy made clear is essential. How are we going to get all the different program fund-raising finance and business all the interests to agree? What is that process, doctor? What’s. The start of that process at the start of that process is without a doubt having your technology lead on staff talk. Teo the equivalent lead in every program area whether its development, major gifts, administrative human resource is program. Every person needs a voice at the table, and i found the most effective way to do that is get everyone in a room for a full day were or chop and you spend the day going through it’s it’s really and airing of the grievances i really, truly is what it boils down to. Everyone needs a minute to talk about what the websites not doing for them and what it is doing for them and to talk about what they wanted to do. And when you start to do the airing of the grievances, i always imagined what would happen it was it would just be horrifying day, and it actually wasn’t it really put a spotlight on what some very specific areas of problem, where digitally for the organization and with dottie’s focus around how that day was constructed. We ended up with some very clear problem areas that allowed us to turn around and come back and say, ok, these are the areas that seemed to be the problem now let’s talk about how we can effectively fix them and what everyone did was when they got their chance to air their grievances, they felt heard. And then the next step was buy-in getting all of your primary decision makers to share what was wrong, then turns around in your benefit and allows them to feel buy-in in the process, they now think their needs are going to get met because they are. Ultimately what you want to do is meet those needs through your digital strategy. You hear what’s not working for every one you say here’s ways that we can meet them well, let’s, prioritize those and then once you do that, you have your vision. Now you have your strategic vision, our organization says here’s what our web site didn’t do here’s what wasn’t working for you, here’s where we wanted to go now we have a vision, we’re all now working together, everyone now has that collective head nod. We’re all looking the same way we all have the same focus and then it’s just working through a series of tactics to get to the end result and that’s really? What? Dotty’s what daddy’s company brought to tryto limited was this very clear process that we would go through. Everyone was going to agree everyone’s heads were not in the same way. And then we move on from the strategic, the strategic vision to tactical that efforts. So so trout unlimited was a was a hodges consulting clients. And then you must have been such an evangelist, right? Yeah, immediate values. And we’re leaving what daddy was doing that she hired you away. If i had been the director of online operations for eight years, so my time had come, i had run my course that try to limit it. It was it was a great organization, it’s a great organization were doing with us and we still have them. Is a client so it’s all very good. Okay, excellent. All right, now i had mentioned on office that i’m having a hard time seeing how the website impacts then so help me out. I had mentioned bringing to this table finance, finance and the c f o in the business. What does the money? What? How does the website or even relate to them? I think it’s a little bit of how it relates to them in the overall of how the website relates them, and also how the process relates them. So a lot of especially a man who is talking about is also the process of how do we get everyone on the same page? So what we do is threespot is that we do stakeholder interviews and see, you know, what people are looking for, what they’re not getting, what they want, that kind of thing and the way something like finance please in is that if you’re hiring from outside or even if you’re doing it internally, there’s a lot of money and time and energy that goes into additional strategy, a website, hiring people, that kind of stuff, having they’re having their perspective and having, you know, is it worth it? Is not that kind of thing? Also, in the thought of what if one of your goals is raising money or doing something like that and working with, you know, the finance team to say, okay, how much money is going to be worth it? You know, how much is is it going to matter if we do this? And we raised, you know, five thousand dollars like, is that still impactful? Like what? You know, what really matters? So i mean, everyone really has a rule and it’s important to kind of as a man said, not ignore that because you don’t want to come back, as were talking about before you’re coming to the leadership in your coming to people on the board or something like that, and they’re like, well, this is not what we expected but it’s not what we wanted or just not answering any of our questions or, you know, it’s a great website, but why do we have this? You know, you should know better evangelize er for your mission, then your staff, and if every staff doesn’t feel bought into your end product, then you’ve not done your homework. And so making sure that the director of human resources, which needs to post job openings on the website, has a clear and free way to do so is critical for that end product and on lee, you know, let’s, just say your primary goal is to drive membership or to build community, that doesn’t mean that you’re going to do that to the detriment of process or efficiency for other staff in the organization that program director who’s still trying to do a very small, focused niche of your mission, needs as much buy-in and as much voice in the process as the executive director, everyone needs a voice on the tape you go and that’s just the way you mentioned the the power of the process really is part of it as well, not just the outcome. Amanda, you were talking about that earlier where, you know, people collectively begin to see, you know, if i’m a director of development, obviously i have a pretty clear priorities for the site, right? But if i’m suddenly at a table where maybe i haven’t really been conversant or, you know, had the opportunity to work alongside directly finance, hr, whatever, whatever we’re collectively, we start to have the conversation about the good of the whole, it really changes the perspective. Everyone still got what they need to get done right at the end of the day, but it really helps that perspective so that everyone’s kind of starting to look in the same direction. One of the examples i had it that for that it try to limit it was to really sit and listen to membership services that people are are on the frontlines answering the phone calls from people who are giving online or doing any number of tasks to the website and really hearing from their perspective what their feedback is specifically from the members where the sticky points are what they have to put up with when the fund-raising team puts out, you know, one hundred thousand emails or what or the the advocacy team puts out an action alert on an issue what the reciprocal event is for that person and it’s very, i think it’s very common for non-profits for programs and teams to work very siloed. You have your task, you have what you do. You sit down and do it there’s not a lot of opportunity for the hole, for the whole organization to come together around a single project except for digital media eah, thes tend to be the kinds of projects where the entire group the entire non-profit as a whole has a stake in the outcome. That really is where elektronik transcends a lot of what any non-profit does, daddy, i’d like to talk a little about the details of this this strategic day. Are there boardmember is there? Is the board represented in that or no really? Just just senior leadership? No that’s, a good question. And can be historically, we have not seen that not by design. Typically you get, you know, unengaged executive director seo, whatever the role, maybe you get, you know, the sea level in director level heads of departments in that sort of workshop environment, often times at key points with clients, for example. And amanda mentioned the strategic vision deliver herbal. It could go by other names. I think threespot uses a different name, but basically that’s, that touchstone document that says here’s, what we’re gonna accomplish together that’s the kind of document that often gets elevated to the board level. So oftentimes when we create a project timeline, one of the first questions with the core committee is okay. Who are decision makers who needs to be involved at certain touchpoint what are those timelines? We have a quarterly board meeting coming up, whatever it may be so that we can structure the project around that and get that buy-in you, like teo, do these offsite typically it’s on side of the client? Sometimes virtual were a fairly virtual company, actually. So it tends to be a real blend. And it really we look to the client to dictate. What their preferred, you know, method is okay. And and you are the facilitator for the day. Yes, martin. Okay. What say we have, i guess, another couple of minutes or so let’s. See, uh, who wants to must leave? Cem cem parting thoughts let’s see the money? Let me ask you for money. It sounds like it sounds like threespot does more than just build websites. I mean, your sounds like you’re deeply engaged in the analytics that are going to contribute to the to the design of the website. Yes, threespot way started off mostly doing websites, but we also to social media consulting strategy. Sometimes it requires in housework. I’ve gone to work for clients for a while, we do analytics, we do content creation and content strategy, user experience. And so really kind of just range is everything which is again goes back. Teo, you know, you’re not just building a website, you’re creating experience, you’re creating a strategy, and so, you know, if we just build a website and we didn’t have conversations about how social plays into it, how we’re going to launch it on social media once it goes up you know what? The, you know, the analytics that we’re going to put behind it, you know how those gonna play? And we’re going to google analytics? Are we tracking out all the links? You know, that kind of stuff, then you’re kind of just doing part of your digital strategy on dso threespot is an interactive agency, it’s, not just a web design agency, and we really, you know, make sure to touch on all of those things on dh so it could be, you know, going through and going through every ounce of content and saying, ok, how do we have to change this? How do we migrate this over that kind of stuff? And it also could be coming up with the robust way to show analytics to the board, you know? So it really there’s there’s a lot of different things that we do all right on daddy wanted to leave us with some parting thoughts about the importance of the s bomb sure s o the importance of yes, bomb i think in the context we’ve been talking a lot about in the context of web development, which is certainly applicable, we think of it a little more. Broadly and just to echo what tulani saying about looking at the big picture that, you know, the bomb is in a four letter word, it’s not a dirty word, it’s not something. Where, you know, you hear someone say we need a strategy and people go oh, you know, and they just think of many, many months and many, many stacks of papers that may or may never get examined, digitally or otherwise. And we want to create something for the organization that’s very viable, you know, creates and produces a road map, you know, creates buy-in ultimately gets to better product that’s gonna have a better r a y for the organization and and the truth is, we kind of cheat because we like the framework so much we use it. There were lots of stuff, whether it’s, a website, project or an organization says we need to look across the enterprise at what we’re doing with our digital program or we kind of just need any communications plan of attack. We’ll apply the same framework, so we think it works across the board, which to me means it must be at least relatively solid and it also just helps to always say that. It’s a working document. So understanding the digital space is changing all the time, you know, making sure that, you know, you create these documents in this strategy, but, you know, really emphasizing people. This is a working document. You know, another platform might come up for another way to approach fund-raising might happen. And really, you know, having people be open. Teo yes, sir. Strategy. But it could develop. They could change and being willing to evaluate whether that new platform belongs in in our suite or or not exam avoiding that shiny object syndrome. All right, we have to leave it there. Thank you very much, ladies. Thank you for having my pleasure. Tulani. Elisa is social media manager at threespot. Daddy hodges, president of hodges consulting and the newest. It sounds like the newest employee of hodges consulting. Is that correct? Is amanda heidtke. She is a director of digital strategy there. Thank you again very much. Thank you. Thank you. This’s. Tony martignetti non-profit radio coverage of ntc two thousand fourteen the non-profit technology conference. Thank you very much for being with us and my thanks to everyone at antenna. Non-profit technology network got some live listener love stafford, virginia, new bern, north carolina and new york new york live listener love to you and new york. Thank you for being with us. There’s more if i didn’t shut you out yet, i i shall generosity siri’s they host multi charity five k runs and walks. And part of what they provide is the charity support team for their charity partners. The charities that are running events with them. You talk to the charity support team and they help you with the fund-raising part ofyour five k event. They help you get more runners and they help you empower the runners and train the runners so that the runners are getting more donors on dh. Naturally, there is on online component to this you have a dashboard in online management, but there’s also the charity support team that you can talk to. And i like that you could talk to the a c o david lind. He is at seven one eight five o six. Nine, triple seven and on the web generosity siri’s dot com can we get off alice’s back? They’ve had an enormous fortunate spike in dollars. And donors from the ice bucket challenge. So they have got incredible issues enviable, incredible issues i would like us to. Ah, give them the benefit of our doubt about what’s going to happen, stop questioning whether they’re capable of managing this and let’s see how they manage it. If they were toyota or macy’s, i think we wouldn’t be questioning whether they can manage this. We’d just be congratulating and we’d be in awe. This came tio a l s totally organically through a patient. So they because it was not originally a nail s strategy your or scheme the ice bucket challenge. So they did not have a plan let’s. See how they manage it. Let’s. Give them the benefit of our doubt. I’ve got a video on this at tony martignetti dot com. And that is tony’s. Take two for friday, twelfth of september thirty sixth show of the year. My goodness. Thirty six holy cow, you touch tomb he’s a senior manager at wagner cps. He has his mba master of accountancy and is a certified public accountant. He’s also a certified fraud examiner. He works exclusively with tax exempt organizations and oversees the firm’s form. Nine ninety nationwide preparation practice eat manages wagner’s, new york city office they’re at wagner, cps dot com he’s here in the studio to talk about the irs and how it helps your marketing. Welcome to the show. Thank you. Thank you for having me here. My pleasure, it’s. Cool. Glad you’re in studio um, the form nine ninety this is i thought this was strictly a burden and something to be not avoid it. We can’t avoid it, but there’s something to be done and kind of put in the closet. You don’t think so well, you’re right. A lot ofthe organization leaders thinks that it’s a burden and actually it’s a great opportunity for organizations to show the world that all the good things that they’ve done in the in the year, and then it’s also a good opportunity for them. Um, tell the world how well they there run and in the past this forest scene justus the farm files it tires and on ly to be shown ah, potential donors or anybody coming to your office and basically asking for it. And now it’s, vitally available on the web especially the most common is the guide. Star and because it’s out there it’s, it gives an opportunity for organization to the marketing tool ok, and not only guide store, but state attorneys general, a lot of them have them. A lot of organizations put the nine ninety on their site themselves. Yes, it’s a sort of transparency, for example, in new york every not-for-profits registered with new york that files annual report with the state off new york they’re nine ninety, along with their financial statements, are on their website. So so your advice is to think of this as a marketing tool it’s an opportunity? Yes, so if you see it as just a bird than and as most organizations currently do and don’t get enough attention, it can potentially hurt you. So thing about is, some organizations for some organ says is true that the nine nineties seen more than they’ll annual report, but they spent all the time and energy on the annual report make it perfect, but they only spent maybe a fraction off the time to get the nine ninety ready for filing, and we’re gonna have some time to talk about this, but you even suggest that people beyond accountants contribute to the nine. Ninety their final way. We’ll have a chance to talk about that. That’s. I love that advice. Okay, let’s. Just make sure that everybody understands what we mean. Nine, ninety, there are there are three nine nineties and you’re the expert. So when were you acquainted with the three? Yeah, the. Depending on the size ofthe organization, the organizations can file three different ninety forms. If they are under fifty thousand dollars in revenue. What they can do is they can file that form called nine ninety and which is also known as the postcard return and it’s, just basic information and a statement saying that the revenues were less than fifty thousand dollars. Okay, and with some states like new york, if you are over twenty five, then you have to file the night. Nineties eve, which is the next step. So organizations that are in revenues under two hundred thousand and in assets under five hundred thousand, they can file this form nine. Ninety easy, which is a shorter form, and the larger organization about the threshold can fire. They have to file the form. Nine. Ninety, which is longer. So just like we have individual ten forties and ten. Forty. Easy. Exactly. Nine. Ninety and nine. Ninety. Easy exit and then also the nine. Ninety n write really small for the under fifty thousand dollars in revenue. Right? But you raise an interesting point. Sometimes. It’s state regulations that govern which nine. Ninety you have to submit is that is that right? Could you mention new york? Yeah, a certain threshold for the easy. Right. So you have to look to your state and also to the i r s exactly. Okay, exactly. We’re not talking about the nine, ninety filing requirements here. Just i digressed a little bit. We have talked about the nine, ninety in the past, especially with jean takagi. So you could find those shows in the past. But we want to focus on the nine, ninety as a marketing tool. And part of your advice is that even if you’re able tio file the shorter form, you might want to do one that’s the next level up. Exactly. It depends on the purpose ofthe how you’re going to use it. For example, if you are a small organization under fifty thousand dollars, you may want to file the nine. Ninety. Easy to get your nine. Ninety on guidestar. So or ah, a lot of foundations. For example, they would like you to submit a nine. Ninety easy or a nine ninety with grant applications. And, um, that’s. Another reason why you may want to file piled the longer form in this case. And if you are a going after donors and even if you are a small organization, if you can show that guarding all these good covenant practices and all these other things is just like, well, run is a large organization, i think it’s also helps it it’s getting funds. But if you do not have a purpose, i think it always cost more time and money to file the longer form. So i think it has to be ah, i violated in for individual circumstances. Fair enough, but something to consider and i just love the different perspective is why wantto have you on the show different perspective of the nine. Ninety that it’s, you know, as we said, it’s not just no longer just buried anymore, but to look at it as a zoo marketing tool and therefore it has to be consistent with all your other, the what is the traditional marketing tools? Right. Exactly. Yeah, for example, you don’t want toe, um, confused the word with sending mixed messages. If your annual report is saying one thing and if you’re ninety saying another thing than it confuses people. So that’s one ofthe reasons why certain parts ofthe the nine ninety should not be done prepared by the countenance. It should be prepared by people who is also preparing other other marketing materials. Excellent. Okay, so let’s, get into some of the different place is in the form nine. Ninety where you see marketing opportunities. What’s the you like the program service. Accomplishments? Yeah. Where? Where is that? Where will people find that? On the night that could be on the second page off the farm i love. I love that you’re a nine. Ninety expert. You he doesn’t. He does not have the nine. Ninety here in front of him. Which is what, like seventeen pages or something leaves twelve. Oh, on that schedule and then this morning anymore he does not have a nine. Ninety here. In studio with me is so when i ask him. Like, what section is it? Andi knows the page, so i okay, you have the expert here, all of that. All right. So you know your your practices nine nineties. I love it. All right, so the program service accomplishments your program serves accomplished. Mons to page two parking three. Beautiful. Basically organisations get the chance here. This is like the free marketing opportunity to tell the world the all the great things that you have accomplished in the in the past year and latto off times despite tires instructions. This is one place iris helps you market, as you mentioned, is in the instructions i response you to be specific. They want you to use non financial data, but a lot of organizations just, um they see there’s a burden. So year after year, they repeat the same thing. And the and the nine, ninety preparation is buried in their finance department or of the outside consultant who’s doing it right. And they just want to know when it’s done exactly what you can’t fill. You need a number for page four, line ninety three. I don’t know. Like, you know, you probably rolling your eyes. Oh, my god. What an amateur question. Ninety. Three’s not on page four, for chrissake, but that is just the thing is just buried until it’s ready for signature. Basically right? It’s? Not so who? So we can have program officers doing the program service accomplishment section or something like that, right? So basic the its funding toe say this take like a food pantry. It’s one thing to say that you have served meals to low income people in the community and it’s another thing toe give some more specific you can say piela, sir, different fifty thousand different people eighty thousand meals during the years, so it gives more, more basically more impact. And people are seeing this on guide star and on your website. And of course, it needs to be consistent with your other marketing material. Exactly. School what? What else? What other opportunities to see in that section? So i’ll give you another example of that because, like, if you’re a membership organization, try to use it to recruit members and you fear with conferences wanting to say you spent hundred thousand dollars in this conference is another thing to say. Our conference was attended by twelve hundred people. We had sixty different sessions, you can name some off the station, including x y z. And we also had to networking opportunities again like this is anything you can tell tow people join you as a member for a membership organization and ah, get anything that you see that would the track donors are whoever you are, thank comedians like. All right, cool. Very good governance. There’s the governance section is this the section on the nine. Ninety relieve the governance? Yeah. There’s a section on ninety nine on the nine. Ninety deaths as out ofthe questions about the government’s reaction number. Part part six off your nine nine. Ah, basically, in that part, it’s asking out ofthe question some of these questions, such as, um, whistle blower policy and document destruction policy. These can be mandated by other other ah, um, crack sarbanes oxley example on the other thirty is that all or state law, right? And new york will start mandating certain certain policies there as well. And, um, some off thes policies are very easy to add up. So their templates out there it’s not a huge burden. And i encourage every every organization, if do they do not have a policy out there? Just go look for a sample adapted and checked the box yes to show that they’re they’re well, fellas run and well covered and thiss foot reduced the potential all the risk and it’s also important to use that section toe basically solicit new board members because one off the users off this maybe perspective. What members? Looking at your nine ninety team to see if this is an organ xero i want to join this organization, are they so they know what they’re thinking? It might be exposed to any risk by joining terms. All right, we gotta go out for a break. You’re gonna do some more live listener love there’s so much i got to squeeze him in tuscaloosa, alabama. Welcome live. Listen love to you. I don’t think you’ve been with us before tuscaloosa. Welcome and jersey city, new jersey it’s, the birthplace of my my dad. He was born in greenville hospital, jersey city, new jersey, and langley malaria, british columbia. You’re back with us. Live listener left all of you. We got some or stay with us. You’re listening to the talking alternative network. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking alternative radio twenty four hours a day. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent let’s, go abroad with live listener love belgium, belgium we can’t see your city i thought that was a pretty open society. They’re belgium, but you’re you’re blocked but welcome live listen love to you, let’s, go to china, where i send ni hao to shanghai, chengdu, korea, multiple listeners in korea, as always, including soul, anya, haserot and japan, multiple listeners tokyo, akashi and others konnichi juana and, of course, podcast pleasantries to those of you listening in the time shift wherever you may be, ninety five hundred of you podcast pleasantries to you yeah, let’s, let’s keep talking about the governance section is that this is not a free form narrative section like the program service accomplishments it it certain parts ofthe it are free form, for example, one off the question there is, like what’s. Your policy is to review the night ninety so in there you can explain, like how what process off leaving tonight ninety like does every boardmember sees the nine ninety who who looks at it, who prepares its who reviews it and how it gets wild the other free form. Part is the conflict of interest policy. You can have different types. And who’s who’s monitoring. It goes who’s looking at it. And another part is the determination off the executive compensation. So what’s the policy around that looking at comparables like, do you have independent comity? Looking at it and documenting this decisions? There are some some freeform parts over then within governments. Governance? Of course. Right. And we have talked about, i think, all those subjects that you just mentioned with jean takagi when we’ve spent time on the appropriate governance and oversight. So this is a perfect dovetail. Um, how about you have something about the statement of functional expenses? Where will we find that? If we if we want to go into the nine ninety, um, that would be now little people. Nine off the ninety basically and, um, statement functional expenses i believe you covered over had met in in your previous shows. We have the we had the three signers of the overhead myth. That was on september sixteenth. The ceos of charity navigator, guidestar and better business bureau wise giving alliance. Yeah. So basically, i want to refer to that which is a great point they made and ah, out ofthe not-for-profits are too worried about their program service percentage and that, um, that they want to put like, as they reflect, i guess, everything they can in the program, and they should know that if it’s correct so but sometimes like it gets to a point where they wanna look at things which is more right, grey and, you know, they have the natural incentive to put more into program and not in management, general fund-raising and that doesn’t necessarily reflect the truth and ah, that’s area um, it’s sophisticated donor-centric viewing and i ninety can tell that certain things are not correct there because certain things such as an audit, it has to be a hundred percent management general, accounting and audit is that so? I think it says point important here is that that schedule is ah done correctly. So that’s a potential donor funders looking at it shouldn’t question anything accurate, so get on dh that works is the key. That was the whole message of the overhead myth letter is don’t feel you have to devote everything to to program at the expense of overhead, which can be very, very important. Tis body. So you have sophisticated people looking at your nine ninety, and you’re thinking of it as marketing. Keep that. Keep that in mind. We have to. We have just a couple minutes left. There’s a part of the nine. Ninety that you call a playground? Yes, that is that. That would be schedule. Oh, that’s a place where you can put anything that an organization can beat anything they want in there, so ah, i would use it as a what is it called? What is schedule? Oh, called, huh? I think it’s just called a schedule a it’s, like a supplementary information thinkit’s supplementary in for american. And basically, i would encourage organizations toe explain anything that might look unusual on the on the on the nine. Nineteen. Okay, for example, let’s say if they are starting a capital campaign and in that initial year they wouldn’t necessarily have the revenue yet, but they all these fund-raising expenses, so if they’re fund-raising expense ratio is unusually high and this might be a place to explain that they’re going through the skips campaign and that they they’re also informing the public that they’re doing this. Artist. Another placed to use that for that. So outstanding a really interesting perspective on form nine ninety thank you very much. Thank you for my pleasure. You duitz doom senior manager at wagner cpas, manager of their new york city office. There at wagner cps dot com next week. Buyer beware. You’re purchasing policies and how to do better. Also, maria simple returns on managing a spike whatever that means for you in numbers in potential donors. If you missed any part of today’s show, find it on tony martignetti dot com. Thanks again to our listener of the week, john fulwider. Remember generosity siri’s and their charity support team multi-channel eighty five k runs and walks, generosity siri’s dot com. Our creative producer is clear. Meyerhoff sam labor, which is our line producer, shows social media is by julia campbell of jake campbell. Social marketing. The remote producer of tony martignetti non-profit radio is john federico of the new rules, this music it’s by scott stein of brooklyn. You with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Duitz they didn’t even think that shooting getting ding, ding, ding, ding. You’re listening to the talking alternative network, waiting to get a drink. E-giving you could. Come, join us for the thirteenth annual visual for international peace and ecology. On sunday, september twenty one, from nine a, m to six p, m celebration of live music and dance performances spoke the word human peace sign. Art installations in a world peace flag ceremony that celebrates the united nations international day of peace. That’s sunday, september twenty one from nine a, m to six p. M central park numbered band cell, by the way, says the fountain. For more information or volunteer, go to www. Dot vigil number four. International peace dot org’s, that’s, the number four in the earl, or call to want to chip in to five, four, three two that’s, a two one, two, triple two, five, four, three two we’ll see you there, buy-in metoo. Key. You’re listening to talking alternative network at www. Dot talking alternative dot com now broadcasting twenty four hours a day. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Talking.