171: Mastering Millennials & Engage By Age – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week: 

Derrick Feldmann, lead researcher for The Millennial Impact Project and CEO of Achieve. 

Amy Sample Ward, CEO of Nonprofit Technology Network (NTEN) and co-author of “Social Change Anytime Everywhere.” 

Read and watch more on Tony’s blog: http://tonymartignetti.com

166: Priscilla Rosenwald – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guest this week:

Priscilla Rosenwald, co-author of “When Leaders Leave: A New Perspective On Leadership Change”

Read and watch more on Tony’s blog: http://tonymartignetti.com

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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 it’s friday, the first of november twenty thirteen oh, you know that i hope you were with me last week. I’d be forced to endure falik yah leitess if i came to learn that you had missed dr seuss stories, what khun green eggs and ham teach you about digital storytelling? Kelly jarrett with blackbaud had tips for each step of the story arc and lots of great storytelling examples and fraud protection. Melanie morton, manager of blackbaud forms, explained where you may be vulnerable and had a limit your liability for nefarious deeds like check fraud. Both of those were recorded at bebe con this past year. I just last month this week when leaders leave your ceo has been recruited away for a dream job. Where does that leave you? Priscilla rosenwald, co author of when leaders leave once you and your board to plan for leadership transition long before it’s announced she’s with me for the hour on tony’s take to roughly halfway through my thanks to two very loyal listeners we are sponsored by rally bound software for runs, walks and rides they are at rally bound dot com it’s. My pleasure to introduce priscilla rosenwald. She is the co author of when leaders leave she’s an executive recruiter. She and her co author have the site transition works dot com where you’ll find their book. Priscilla has a long history in executive recruiting and board recruiting. Priscilla rosenwald, welcome to the show. Dying. I’m delighted to join you. I’m glad you could thank you from philadelphia, right? Are you in philadelphia now? Yes. I love philly. Um, leadership changes these thiss can have a very big impact on on staff, on boards, on organizations. What? What was the impetus for your book? The evidence for the book was all the experiences that my colleague and i were having being called into organizations when the crisis already occurred. Either a long term leader had given notice on the organization was not prepared for that. Or really, there was a lot of turmoil with a founder and no ability to think about how to have any staff step up and run the organization when the founder exited. So we kept hearing these stories again, and again and again on i thought that if we gave people from guidelines in some steps tow, walk this difficult road, we could make it a lot easier and a lot of scary. As you mentioned, this could be not only a founder, but also along longstanding leader absolutely it’s really about ah, high profile leader who’s really so identified with the organization that everybody thinks of that leader synonymous with the organization, so it may be somebody who didn’t the role ten years, sometimes it’s someone that’s in the roll twenty years and often it’s the founder who certainly the respected respected leader who’s been there a long time, and nobody can imagine the organization without that person. What are some of the other symptoms that we find when there’s one person who had who has this disproportionate power over the organization? Well, often there’s a board that they’ve selected often the board to firms to that leader? So the board often step up in terms of governance, often the talent the organization has not been cultivated, so really it’s, not often a strong leadership pipeline, and the other piece it gets a lot of organizations into trouble is that high profile leader is often the face of all the thunders, so everybody’s terrified that if they leave, the funders really don’t know the organization and won’t fund projects, it won’t fund a mission, and when we have this board that was put in place by the founder or longstanding leader, then the decision making is all pretty much centralized around one person, right? And the board is like rubber stamp pretty much like that. The board doesn’t often ask enough questions are also get enough information there. They’re thinking that they’re being very responsible, but they’re often missing a lot of information to help them be more strategic. You talk a lot about aligning the organization legacy and the leaders legacy and, you know, of course we have the full hour, so we have time to flush these things out. But but what? What what do you thinking, their organizational leadership legacies kapin way think that’s a conversation that rarely happens. So when i when i talk about legacy, i really mean where the leader is thinking, they want to take the organization what impact they wantto have on the organization and then what impact they want the organization tohave so it’s really the impact, their personal impact and really the organization’s impact during their tenure. Okay, so aligning these things and that sounds like it involves a strategic planning process. Haha it does involve a strategic planning process. Um, however, i’d be curious to know how often in strategic planning these issues are actually discussed. So certainly legacy comes up rarely on the other piece that i wanted talk about that ties in with legacy is also succession planning. Yes. Okay. And you also make the distinction between succession planning and transition planning? Yes. Okay, you make that okay. Why don’t? Why don’t you just generalize that and we’ll have time to go into that detail also. Okay. So succession planning if it’s working well for an organization is an ongoing process, succession planning can actually even start as soon as a new leader is in place. Because it’s really continual planning and it’s really about talent management. It’s really growing the talent of the organization and making sure that the organization, um, is growing in line with the challenges that it’s facing so it’s a much more strategic approach. There is something that we call emergency. Succession planning and every organization needs tto have an emergency plan in place if the ceo is the chief executive, it’s called away for a project, has a personal reason to be away for three to six months. So you do need an emergency succession plan, but that’s not the strategic succession plan. Okay, and then, you know, i mean, you’re laying out different long term plans. We’re going to have time, you know? I don’t want you to go too much detail now because we’re going, going, going to come back to you, but try to get a bunch of things, just lay some, lay some ground for for for everybody, all right now transition planning. What is that? Ha ha! So transition planning is put in place once the leader give notice that they’re leaving or decides to leave, some leaders decide that they’re going to retire in a year, and then the transition place the transition planning get started sometimes there’s not a lot of lead time, but that’s really how the organization is going to manage through the transition to search. And then what happens when a new a new leader is hyre okay, and so that’s the that’s what we’re going to execute when we know that there’s going to be a transition great. And we have the plan in place. That’s transition planning. Okay, so we have succession planning. We have transition planning. Um, you, uh you have ah, terrific example in the book of a, uh a phoenix arizona charity, having having done this successfully, the alignment of the of the legacies, right? Can you share that? Yeah, that was that was really a unique situation in that there was a founder who new they were ready to step aside but didn’t want to completely leave the organization, and they were really highly identified with all the thunders. It doesn’t often work. Tohave a founder stay involved with the organization and a new executive come on board. But with some work on the on the part of the board and on the part of my firm, we were able tio positions the founder tohave a narrowly defined role in terms of funding and cultivating the donors, and allowing the executive director to really take over the leadership of the organization in terms of the mission of the organization in terms of their eyes. That can see in terms of their they’re patient work on dh it’s been two years and now, yep, the founder is gradually and gracefully exiting. Okay, now we have just about a minute before a break. Can you just give our overview before we go to break? What? What? That process was between the oncoming ceo and the founder. So what made it work was a lot of very transparent conversations with the founder board meader ship and the incoming executive director in terms of being very clear about rolls and expectations for each of those people. So the founder that was stepping aside and the new executive director that was coming in very clear expectations that we constantly revisits about how they were communicating and who was responsible for what and having the board step up. The board also had a move from being a founder board into growing members of the board who weren’t all selected by the founders. So all these things were happening parallel and it’s really been it was really to your process. Yeah, and it sounds like some difficult conversations we’re going. We’re going to go to a break when we come back. Priscilla rosenwald. And i will keep talking about this will flush out some of these difficult conversations and and help you get these long term plans in place. Get and get at least get started. Stay with us. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services are guaranteed to lead toe. Right, groat. For your business, call us at nine. One, seven, eight, three, three, four, eight, six zero foreign, no obligation. Free consultation. Checkout on the website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn is last. All right. Spin ideology. No reality. In fact, its ideology over in tow. No more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower, radio dot. Com. For details. That’s, ivory tower radio cop everytime, was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter, buy-in. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to big non-profit ideas for the other ninety five percent. Priscilla rosenwald is co author of when leaders leave and that’s, we’re talking about leadership transition planning for leadership transition, priscilla, we’re not talking about bad, bad, bad happenings the leader get it gets hit by a bus, how come we don’t use don’t come you don’t use that in the book that’s such a doom and gloom scenario that whenever that expression comes up, people usually get scared, and i don’t want to continue the conversation, so i know it’s very popular. It’s not a conversation starter for us, so we don’t usually begin discussions about succession planning or transition planning with that expression. Okay? So on the positive, it could be that, as i said in the intro, your leader gets recruited away to a dream job or some some fellowship or research opportunity that they just can’t pass up, right? Or what we find also is that a lot of leaders find it there’s still another career left to them, you know, they run this organization, they’ve enjoyed it, but it doesn’t have to be the only success they have in their lives, so they’re starting to think about another way that they could do something different some people want, oh have an academic teaching roll. Some people decide they want to leave and have a consulting practice. So planning for that and having the conversations about that are often what’s really challenging and isn’t the case that some some leaders don’t know how to get out, and then they may have these desires exactly as you’re describing, but they don’t know how to make the move. That’s correct? One one thing that we did here in philadelphia is my colleague and i had an ongoing round table with executives that had been in their roles for a minimum of ten years to talk about how they were positioning the organizations and, you know, having succession conversations, and it was an ongoing group. A lot of the leaders did decide that they were ready to step aside from the organizations, and some of the leaders decided teo reevaluate their role and really reposition the organization. So not everybody decided that they wanted to exit, but everybody used it is a launching pad to think of their legacy and how they wanted their organization to drive. And also how to engage their board differently? Yeah, okay, that exactly. So then i was going to ask you. So what were the next steps whether whether they had decided to leave or or or not, but they were reevaluating what’s the next step after they’ve done the introspective work? Ha! Next step is really looking at two things. One is looking at the board talent and the other one is looking at professional talent, so really making sure that the board has a pipeline of talent there really a succession planning its board level so the board is really engaged in a strategic way and very knowledgeable about the needs and challenges to the organization and ways that other board leaders can step up and work with new people, said it’s, a very tight partnership between the board chair and the high profile leader. So it’s a way to really get boardmember to be more involved in the leadership on the staff side it’s really looking at hell, they’re cultivating talent, so making sure there’s opportunities for staff to grow their skills have more visibility and the other piece it’s really critical that i don’t want to overlook. It thunders that’s often the place where the organization’s really run into difficulty when there’s a transition and that’s it. They haven’t really allowed funders to really need other staff in the organization, and they don’t have a transition plan for how the ceo is going exit and the funders will remain engaged. Okay not-for-profits report, okay, now we’re crossing over into but when we’re talking about the board and the staff and cultivating leadership within that’s, the succession planning, right? Isn’t that part of really kicked into high gear when the transition planning? Right? Right. Okay, but i’m trying to segregate the two so well, so we don’t confuse people. And so i wantto we want to deal with the succession planning part first that’s where we were that’s where you were, you were leading with the board and the staff is that is we’re trying to cultivate leadership and talent from within. Is that right? Okay, how do we do that? How do we identify the right one people? Is this picking one person? You’re going to be the successor? How is this done? My favorite question. No it’s. Not about selecting the successor. It’s really looking at? The people that are in leadership roles, from mid management through senior management and looking to see if people are really having enough opportunities to coach, too. Teo delegate to really move into some of the leadership aspects that the ceo is having, and it’s also incumbent upon them to pass down some of their leadership opportunities so that more people can step up and share leadership with them. So it’s also promoting more transparency around decision making in the organization. So everybody really feels like they’re engaged in the leadership. So it’s, not one person, um, pipeline down to the team in and down to the frontline staff, and this is bored and staff working together in this process, right, absolutely bored working together, okay, we have to put some ego aside. This is. This is very difficult stuff, isn’t it? This is hard stuff. All right? How do we how do we get the founder? Our longstanding leader to start toe advocates? Um, responsibility delegate on dh put that ego side what’s what’s that gonna circle back to what we talked about before. And the conversation that we find most valuable is getting go, the founder of the long term leader to really think about their legacy. And if they start to think about the legacy, their own legacy and the legacy they have for the organisation, it sometimes triggered them. Think about planning and what they want to put in place. Because then they have to put a long range perspective on, you know, if they’re looking thing more short term or more tactical, they’re not off. You’re thinking about their legacy, how they want to re remember. You know what impact they want the organization tohave what credit they want to get for it, okay? And that’s that’s all wrapped up in their in their in their ego but it’s a way to support their ego but helps them think about how their ego translates into the sustainability of the organization. Excellent, excellent. And where does this conversation originate? Is it with the board bringing it to the ceo? It actually does originate at the board level. I mean, sometimes the ceo will start that conversation because you had your because you had your group in philadelphia in our group that was theo’s issues, but it’s really at the board level where that conversation has happen. Here’s here’s one of the problems so i don’t wantto in any way make this sound like it’s easy. The whole conversation of succession often raises a lot of red flags, and ceo thinks that it’s a race, the conversation, then the board thinks they’re ready to leave on the board, thinks if they raise the conversation than they’re telling the ceo that they, you know, they want them to exit if it’s done on a regular basis of succession, conversation is happening at the same time that strategic planning it’s happening, then it’s not a one time conversation, and then it takes some of the sting out of the conversation. It normalizes it. So then we’re continuing to think about developing the ceo and how they’re developing the staff of what it looks like for the organization going forward. It’s not a one time oh, my god, we haven’t thought about what’s gonna happen. Excellent. Yes. That’s. Very good. That’s. A very good point to make and see. This is this is why i love non-profit radio. Because if we were giving you fifteen or twenty minutes, well, everybody gets at least twenty. But we’re giving you twenty minutes. You know, we wouldn’t be able to get to that to that point of of how difficult, how it’s perceived when either party raises the conversation, but because we have an hour together we get we get to flush this out. So excellent. Thank you. All right, so i want can i point out an example, there’s an example in the book. Okay, well, first of all, every every case study in the book is actually based on our work, but i hope so. I hope he’s not made up my god of dramas don’t know they’re all real, but i worked with a young ceo and they’re sitting there’s a case study about her in there. And from the time she walked into the organization, she talked about succession planning. She said to them, you know, i’m still early in my career, i’m not going to stay here my entire career. I want to be very clear about that, but i’m going to say for a long time and i want to put things in place. So starting with the beginning of her tenure, she constantly talked about succession planning and constantly looked at her legacy and what she was going to do for the organization made amazing things happen. They made some financial decisions, they made some facility decisions, she actually positioned the organization, so when she left, they supported her, they applauded her, they were ready for her successor and she’d been there under ten years. That’s that’s got to be rare with ceo talks about succession planning at the beginning of their tenure, but but it sounds brilliant. It worked for her, and she continues to have a really high profile career in the reason and that’s, another way of, i guess, securing for the board that this isn’t because i’m ready to leave. I just got started, you know, i’m in my first couple of months here, but but we have to plan for when i do leave, right? So how does that make it easier for the board, tio tio here. Well, if if the conversation is less about the person and more about the organization, then it’s much easier conversation have. Okay. Okay. You know, our ideal is to take it away. You asked about egos. We don’t want this to be ego driven. We wanted to really be driven by what’s. Good for the organization. And i don’t want to leave people with the thought that well, i’m the executive director on i’ve been here two years and i didn’t start the succession planning discussion when i started. So it’s too late now, it’s tze not too late, but later. Yeah, okay. And as you point out, make it about the organization. Okay? Is there a is there a committee of the board that should be dealing with this? O r? Is this a full board activity? How do we implement this success in planning process at the boardmember? Great question. So it’s usually may have different names, but on the board it could be the governance committee. Could be the strategic planning commitee. Yeah, sometimes it’s rolled into the nominating committee. But it really is at a committee level. And at that committee there really should be at least one member of the executive team involved, okay? And our succession plan is this this’s a written document that, of course, like a strategic plan. We keep revisiting it’s, not like you put on a shelf. Forget it, but is this is this a written document? It is that the outcome. It is a written document that exactly get revisited along with the strategic plan. So it’s continually revisited in terms of where we’re going, with success in how are the rolls changing of the senior leadership? How is the role changing of the ceo? You know, maybe they started with everything on their plate. Maybe they’re starting to share responsibility, maybe they’re starting teo grow their team. Maybe they’re sending more people out to be the face of the organization, so constantly revisiting that and i want to get back to how important it is for that also happened at the board level, the succession planning it’s really happening concurrently with the board and with staff? Yes, and that i wanted to move to the staff right now. Perfect, because they’re they’re an integral part of this. Um, are they are they involved beyond the it sounds like they are beyond the cultivation of their talents? How is staff involved in this succession planning? Well, they’re really constantly involved because they’re constantly involved in coaching. I say that again and again could supervising and coaching or not one in the same so it’s their role to be coaching talent. Um, it’s really up to them to be part of joining in the decision making, it gives staff the opportunity. Tohave more transparent conversations with chief executive it. Really changes the tenor and the tone of of the leadership of the organization because it means that all the things that could never be talked about publicly now could be talked about. You know, what happens if and let’s think about this and, you know, talk about worst case scenarios, planning for success, planning for challenges, it’s all on the table. Excellent. Okay, as you said earlier, open open conversations, transparent, but but difficult conversations. How do we how do we execute these conversations at the staff level? We having having meetings about succession planning? We’re doing this. I know it’s. I know in general it’s ah it’s ah, conversation with the board. But we’re doing it at board meetings and having staff come. How do we execute this for the staff on nice question you love my questions. I’m i’m pretty pleased myself. So people do it’s not our world, to tell people how to do strategic planning, but usually success full strategic planning, engaging staff as well as the board. So the staff for part of the conversation at the strategic planning level and then and it may cast k down, so it may not be the entire staff, but it may be representative to the staff, but if the staff are engaged in the conversation and it’s easy for them to be part of the follow through and part of the planning if it’s just handed down from the board, it’s really much more challenging for the staff to take a role in it? What if? What if we already have our strategic plan in place? We just we just wrapped it up earlier in twenty thirteen, and we didn’t include succession planning as a part of it. Another good question you wrapped it up, but you wrap it up as a couple of year plan. So it’s a it’s a three year plan, for instance, so the first time you revisit it, so you’re going to revisit a tier one that’s a perfect time to then have the succession plan in conversation. So there’s always windows to commit and have this conversation. And i want to say that i don’t expect that every organization can do this by themselves. It’s all facilitated process, you often need an outside consultant help you have some of these challenging conversation, so i don’t expect the ceo of the boards here to be able to easily step up and lead this. But once the consultant comes in and get the process going, i think the organization can can take their cues and manage it from there. And that’s, typical of strategic planning, generally that’s, the way it’s done. All right, we have to go to another break when we come back. Tony’s, take two. I have two very loyal listeners to thank, and then priscilla and i will continue talking, and we’ll move from succession, planning to transition planning. Stay with us. There e-giving inventing the tubing, getting dink, dink, dink, dink. You’re listening to the talking alternative network waiting to get in. Nothing. Cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, 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. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Duitz durney i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Tony’s take too. There are two people that i want to thank very much. I met high energy judy i dubbed her when i hosted a breakfast panel a couple of weeks ago for the association of fund-raising professionals here in new york city, the subject was creating a culture of philanthropy throughout your organization, in business offices and program department’s way beyond just the fund-raising office and, um, judy is a high energy judy, a trustee of a nationwide charity, and she does what i really hoped that boardmember listeners will do. She shares the shows with the staff of the organization when she thinks they’re relevant to their work and that’s that’s what i have in mind as as i’m producing this show for our boardmember listeners that everything isn’t relevant to your organisation, but what is i hope you are passing on, and if you’re in the organizations which most of our listeners are, i hope your your board members are filtering things to you and obviously that you’re thinking on your own that different topics are relevant to your work. But judy was just a perfect example of what i hope boardmember sze are doing as as you are listening, she was also very generous with her compliments of the show, and she had great passion for the charity registration work that i talk about sometimes and that i do in my own consulting. So judy, i didn’t you didn’t have a card, but i always have car. I gave you one of my cards. I offered you half a dozen, but you only took one. Please get in touch with me. I’d love to be in contact with you, judy. And it was a pleasure to meet you. Also eric anderson, eric blog’s at donorsearch reems dot wordpress, dot com and eric wrote a very complimentary post aboutthe show it was called have you discovered non-profit radio yet? He loves the show. He included links to some recent shows linked to the itunes paige. And in his blogged he asks, who is this martignetti guy i love that it was it was very sweet and it was really also very complimentary of the show. And eric, i thank you for introducing the show to your followers on your block and his block again is donorsearch reems dot wordpress, dot com high energy judy eric anderson i thank you very, very much. I’m grateful for your support and regular listening, and that is tony’s take two for friday, first of november forty third show of the year. I can’t give life listener love again, i’m i’m, i’m out of the studio, it will have been about three shows in a row out of the studio, but i will be back, but all the live listeners, you know, where you’re all from and if you’re not from one place, you know, while the other live listeners because i’m always sending so much live listener love, so we know we’re well represented in asia and all those very popular listening states throughout the country. I’m not going to regale you this this week and also, of course, podcast pleasantries very grateful to have all the podcast listeners. Thank you for listening, priscilla let’s, let’s go to yeah, you’re with me, right? I’m with you and i just wanna have mentioned a word that i think is very critical and we haven’t talked about in the first part of our discussions going that word has changed and that really underlies the reason that we wrote with leaders leave and that really underlying the critical issues. So it’s really about helping organizations constantly think about change, be prepared for change the position for change on dh no one knows what the change is going to look like. So it’s a matter of organizations being nimble and putting some of these systems in place. All right, we’re going to talk about the second recommended system or plan moving from the longer term succession planning to the transition planning. And why don’t you remind us? How is this different than the succession planning? So transition planning is put in place once it’s clear that the ceo chief executive is going to be deporting the organization whatever that time frame is, as soon as it’s clear that that train is in place than that the succession planning moved into actual transition planning. Okay. And to make sure that this train does not end up in a train wreck, right, we have a transition plan that’s in place long before we know that there’s going to be a departure. Okay. Right. What? How do we initiate this transition? Planning process so way mentioned this before we have a board committee that’s involved in the transition? Okay, same committee. So there’s a committee there’s a beginning of preparing which staff are going to have leadership will storing the transition? Um, you begin to do the communications about the transition of the chief executive, and you also start to stewart the funders. So the thunders air in place of the thunder start to understand that’s going to be a change in the organization. And i mean individual thunders institutional funders. Nothing is harder for an organization in terms of their long term growth that when a funder find out suddenly that the chief executive is exiting and they weren’t prepared for it, and they get very nervous about their support for the organization. So stewarding the thunder is an important component of your fund-raising professionals will agree those those fundez maybe individual or or institutional when you say fundez you just mean institutions, right? Ok, now you had made the the point. I’m a little confused the earlier that we’re not in the succession plan. We’re not naming the successor now by the time we have to execute our transition plan which again time stands it’s and it’s been in place for a while, but now we have to execute it now. It is time to name a successor. It is, isn’t it? Not necessarily. Okay, well, maybe that’s my confusion. Alright, no, i’m helen it’s a valid confusion success in planning doesn’t necessarily mean identifying a successor. That means identifying a talent pool that can manage the organization. Sometimes there is talent that emerges to be the successor, but it’s much harder to put that responsibility of one person through lots of reasons they might get recruit away in the process or sometimes there they don’t have the right competencies to move into the leadership role. What we see sometimes is the number two is offering operations person, and they do operations really wonderfully, and they get tagged to be the successor, and then they get into the role of being the face of the organization. They’re not comfortable being the things of the organization, they’re not comfortable doing the fund-raising and they may not be comfortable moving out of their operations roll so it’s much harder to identify successor didn’t let that process happen organically, through the transition and through the search process. What are we announcing then, as we’re executing our transition plan? We know there’s going to be a change in leadership. What are we announcing about the the successor or the plan to get to those? Thank you were announcing you love my questions. I’m sorry. I said you love my questions are great communication is about the stability of the organization during the transition. So that means there is a sense of timing for how long the incumbent is going to be there. And it also means often when they’ve been a long term leader or founder identifying an interim executive to be in place in the organization while the recruiting process is happening, it provides a lot of stability to the organization, and it also gives the staff and the board have time to deal with their issues of grief and loss. Because if there’s been a beloved leader, people need that time tohave, um, to catch their breath, to deal with their issues of law and then be prepared. Teo, accept and support a new leader. The role of an interim executive director now are you? Are you recommending that there be an interim person between the last day of the founder or longstanding leader on the beginning? The day the first day of the successor ceo. We always recommend that. D’oh. So so it’s. Not good, it’s. Not good for it in part of the transition. So it’s not good for the person to stay for the ceo to stay until the successor begins. It’s not ideal. Okay, it’s. Not ideal. And the other thing. And thank you for asking that it is. Boards often won the long term leader of founder to not just stay till their successor comes, but stay around and shepherd them through all the systems and policies and introduced him to everybody. Um, you know, i sometimes like in this to a marriage, um, and it’s really hard, if you know, if the husband gets married, has a new wife. And they think the ex wife really has to stay in the picture to talk about how everything happens. It’s something harder. So it’s much better that the high profile will well respect the loved chief executive founder gets a lot of accolades that there’s a public event to honor them, that they get a lot of support during their transition. So they leave feeling have be uncomfortable. And that their successor can come in with a clean slate and that the board looks to the new leader and doesn’t keeping deferring to the former leader. And you recommend that in between there there’d be an interim executive director or interesting in terms? Yes. I’m sorry. You said what i said. I recommend that and more. Okay, i recommend that with a caveat. And the caveat is that the interim executive director bia hyre professional and not the board chair and not usually an acting staff member. And i’m gonna tell you why, okay, but there are okay, we’ll get to the y in a sec, but i just wantto make sure people understand that there are consultants that act as interim executive. Director’s? Yes. There’s, always the pool’s consultant. Sometimes their former executive directors. Um, sometimes they’re people who had leadership roles, and they’re perfectly qualified to come in and serve in an interim capacity. Okay. And now the why you had mentioned a grieving and mourning process. What more you want to say about the why? There should be this interim person it’s partly to deal with the grief and loss. Sometimes, if there’s been a founder long term leader. They haven’t made tough decisions about staff rolls, and often the interim can come in and do the work in the organization prepare the successor to be successful. You don’t really want to hire the new leader to come in and have to do the dirty work that was left over from the former executive. They shouldn’t have to come in on dh deal with challenging employees that should all be done during the interim. The organization has a fresh perspective and is ready to move forward when the new leader comes in. Excellent, very inter treyz thing. And how long do you what what minimum do you recommend for the interim? So a minimum of three months, probably a maximum of six months. Okay, okay. And they have to they have to do some really dirty work, but we all know that they’re going to be leaving. So that legacy of dealing with the challenges which, you know, i think we’re talking about they’re firing people, reorganizing things like that. That, yes, looking scrupulously at finances right now, that’s all done by the interim person who is going to leave in three to six months, right? So they can make some of those hard decisions and ray’s heart issues that may not have happened during the long term leaders tenure. Excellent. Okay, now i don’t know. I don’t think most organizations planned this way. Do they have, isn’t it? Most organizations hyre an interim, and they’ll name someone probably internally, because the timing just works that way, they kind of default into it. Yes, okay, well, you could say in what happens, that’s, really, why we’re very big fans of planning. So if there’s a plan in place, then you can think about what happened, what they anticipate and that you’re never caught by surprise. Okay, okay. We’re going toe. Take a break. And when we come back, priscilla and i are going close this topic a little more on this. Very interesting, the interim, the interim ceo. So stay with us. Dafs you’re listening to the talking alternative network. 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. 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. Talking alternative radio twenty four hours a day. Welcome back, priscilla. I’m really thrilled that we got this made this point about there being an interim person as part of the as part of the plan is part of the transition plan. Absolutely. And you brought in earlier the topic of the funders let talk about that. What should the interim person be saying to the individuals and the institutions that are supporting us? So that’s part of the communication plan? So there’s a communication plan that should go out so the head of development should be working very closely with ian from executive director and the board chair to really talk to all the donors. I’m very concerned about institutional donors because i see a lot of foundations often put funding on hold when there’s a leadership change, so talking to them assuring them about what, how smooth the processes so they understand that there really is a process that the organization is being will manage during the transition seems to make a big difference for funders talking to individual donors about the mission of the organization and moving it from the profile. The leader to the work of the organization really sets the stage for the new leader to commence if you have these succession and transition plans in place, should you share them with institutional funders at the time that you’re making the proposal just toe say, maybe you’re just in a short paragraph that there’s there’s been considerable planning in case there should be a leadership change during the period of your funding? Is that worthwhile? That’s absolutely critical. In fact, thunders are starting to ask for it or that you’re seeing that, yes, they’re starting to ask, what kind of succession planning is in place often old they’re concerned about is the emergency short term planning, but they want to know that organizations, they’re starting to think about it, okay? And since you mentioned the emergency short term planning, let’s, let’s, talk a little about the emergency succession plan. What is that that’s? A new emergency plan for a temporary absence and that’s really, when i say temporary it’s really three to six months of an absence of the executive for a personal issue? Or again, you know, if they have to lead a major panel or a major project, but it’s really good to be short term, so we know they’re going. To be coming back quickly? Yes. Ok, i would just say that the expected contrast with the other planning we’ve been talking about the expectation here is that the person is going to return right here. They’re going to return. They may have left for a health issues they may have left from it, you know, pregnancy we’ve so we know it’s really interim planning, all right. And what should be the parts of our emergency succession plan? The parts are whose designated to assume leadership in the axe in the absence of the chief executive. What a story they have. Um, what the process in place to contact and inform staff how you’re going in for major stakeholders like your donors, who’s going to do that communication and what role staff will have in the absence of the chief executive of the rolls are clearly going to change temporarily. So it needs to be spelled it really clearly who’s going to do what and who’s going to manage and how decision making is going to happen. And then the last piece is very critical is who on the board is going to oversee this? It could be the board. Chair or it could be another member of the executive team that’s charged with overseeing the running of the organization during the interim absence of the chief executives. Can we hire one of these outsource interim executive directors to fill this role? Or is that is that not appropriate? For some reason, i not heard many organizations deciding to hire an outside if it’s just a temporary leave. Okay, okay, because there will be an opportunity for some of the staff to step up, step up knowing that it’s short term, sure enough, right? You’re right, that makes more sense. Let’s, let’s, go back to the to the institutional and individual funders. What is the well? Is anything more than the interim executive director needs to be saying aside from the that there is a plan in place and we’re managing transition carefully? No, because after that that’s really the responsibility of the inn from after that it really full to the development professional on the board chair to continue to have conversations with their funders and to continue to make them comfortable with the transition process. And again, you’re emphasizing the board is involved in this part of the communication actually, during a leadership change, i think that’s really the most critical time for the board to step up. That’s really their role, although they do fund-raising and they oversee policy, the board’s role in a transition is the most critical role they have. Okay, so it’s not only the board chair. Oh, no, no, really it’s really the board chair is leading it, and the executive committee is taking an active role. But it’s a really important time for the board. They’re also going to be involved in the search process for the new executive. So it’s, a very critical time for the board as well. Okay, we have just a couple of minutes left and i want to ask what it is that you love about the work that you do around transition. Oh, another wonderful questions. Um i think it’s exciting to help people think about change on embrace change and go towards change rather than running away from it. So it’s, always fun to watch the paradigm shift as people really get excited to think of that change. But people fear change. So why is it you write it’s? I’m envisioning you as a firefighter. You know, everybody’s running out of a burning building. And you’re the one running in with a hundred pounds of hose on your back. Why are you running toward on dh? So so in love with what people fear so much? Uh, mostly because it’s inevitable. Um, no matter how much you trying to avoid change, it’s the only constant we can count on. So we might as well embrace it and figure out how to use it in our favor. Very pragmatic. It’s. Very realistic. Brazil. Rosenwald, co author of when leaders leave, you will find that book at transition works. Dot com priscilla, you need to be one and thank you. Oh, soon to be on amazon. Okay, you’ll find it there as well. Honey, you’re a pleasure. Oh, thank you, it’s. You not to keep well, there’s, no more chances for your tio. Thank me for my great questions, but thank you for being so gracious and loving all my questions. Yeah, it’s been a real pleasure having you. Thank you, priscilla. Thanks. Take care next week. Getting to the next level. Lawrence paige nani is author of the non-profit friendraising solution based on his work as an executive director and fund-raising consultant, he has many proven strategies to get you to the next level of fund-raising revenue that ubiquitous question, how do we get to the next level? Lawrence has the answers next week. Rally bound is a sponsor, which i’m very grateful for. They make easy to use software for runs, walks and rides there at rally bound dot com i’ve told you i’ve met the ceo way had breakfast together schnoll lee is a very nice guy and very concerned about how non-profits manage their campaigns, and so he has developed software that helps you to do that. That gives support, of course to you very easy to use dashboard, but then also support for the people who are out asking their friends to give to your campaign. So i hope you can appreciate how he is thinking about what your needs are and what the needs of your your donors are who are out asking their friends it’s all built into their software at rally bound dot com. I’ve also worked with joe mcgee there and he’s, the one who actually help you set up your campaign, so i suggest if you’re thinking about run, walk rides, look at rally bound dot com, or you could just call them. You can claim a discount as a non-profit radio listener, for sure, and you would ask to talk to joe mcgee, and they are at triple eight seven six seven nine o seven six. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer, shows social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico. Of the new rules are music is by scott stein. I hope you will be with me next week. Talking alternative broadcasting, a tucking, alternative dot com, of course, friday, one to eastern. They didn’t think that shooting the ending. You’re listening to the talking alternate network. Get in. Good. Are you a female entrepreneur ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one. Receive what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and to find your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative 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. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent 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 friday’s one to two eastern at talking alternative dot com. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Talking dot com. Hyre

161: Nonprofit Outcomes Toolbox & Optimize Your Social Profiles – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Dr. Robert Penna, author of “The Nonprofit Outcomes Toolbox.”

Amy Sample Ward, CEO of Nonprofit Technology Network (NTEN) and co-author of “Social Change Anytime Everywhere”

Read and watch more on Tony’s blog: http://tonymartignetti.com

157: Trim Tab Marketing & More Social, Now What? – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

James Heaton, president and creative director at Tronvig Group

Amy Sample Ward, CEO of Nonprofit Technology Network and co-author of “Social Change Anytime Everywhere”

Read and watch more on Tony’s blog: http://tonymartignetti.com

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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. I hope you’re with me last week, i’d suffer pilot nephritis if i learned that you had missed cool crowd funding dahna ostomel, founder and ceo of deposit, a gift, shared her wisdom on how to create a successful crowdsourced campaign from appearance and copy to who you’re reaching and how and in-kind investment anita fi willis, vice president of strategic partnerships at new york, needs you. She and i talked about how to create or grow your in-kind giving program, she stepped through the process from assessment to thank you this week. Trim tab marketing james eaton is president and creative director of the tronvig group. The metaphor of the trim tab as one person who can move an entire society has professional and personal meeting from him. We’ll hear about both of those he explains how something small and seemingly insignificant could make a big difference in your marketing and had to figure out what that small thing is. This is an archive show originally aired on july twentieth last year and more social now what? Amy sample ward, our social media contributor, co author of social change, anytime everywhere and ceo of non-profit technology network, has thoughts about how to manage the internal changes. When you make social media a part of your office culture, amy’s lives and on tony’s, take through this week, take time off. In fact, i’m off this week. Where, ah, were pre recorded. My pleasure. Now, to bring you. James he eaten and trim tab marketing with me now in the studio is james eaton he’s president and creative director of tronvig group. He grew up in florida and left the u s at nineteen for an eight year odyssey in asia, where he had a near death experience in the north of tibet, became a terra bod in buddhist monk in thailand and studied calligraphy in japan. He’s, fluent in japanese and proficient in chinese tronvig group, has worked for clients in a wide variety of business and non-profit categories, including museums, community organizations, funds and think tanks. His philosophy is based on the power and efficiency of truth and importance of doing good in the world. James speaks on marketing and branding, and he blog’s at tronvig group dot com. I’m very pleased that his work and his very interesting background bringing to the studio james welcome. Thank you, pleasure to have you on the show. What is your definition of marketing? Marketing is tactical activity that you engage in on top of your brand messaging so that’s, very dense technical activity, your brand messaging, what does? What does it mean in your heart? So for example, uh, marketing activity will get you to buy a particular toyota s o you’ll see an ad, you’ll say, wow, that’s a great price. I’m going to go buy that toyota, and but that needs to be built on a brand and it’s the brand that allows you to ally yourself within that that product and believe in it so that you will subsequently say, never buy another car other than a toyota for the rest of your life. So the marketing is tactical in the branding is strategic ah, the marketing ask youto to engage in a particular activity make this donation volunteermatch volunteers have to be all about money that’s right here beyond our board and that supported by your mission, you’re your brand or the the the notion in people’s mind of, of why you exist and why you matter so ah, the so marketing is essential as the communication tool to get out a request for specific activity and you want to do this all in your own voice, right. This is why marketing you matters that’s, right? You want to do it such that you are creating a sense of alignment with your with your organizational with your organizational brand. You want them to do what you want them to do. But then, at the end of the day, you also want them to believe it and believe in you and believe that they have done something good. And before they can believe in you. They have to know about you and there’s. Where the right communications eso marketing is communications there’s an interesting statistic that just came out from nancy shorts. Men’s blood getting attention which says that eighty four percent of non-profits characterized their own messages as difficult to remember. Oh, my eighty four percent of non-profit difficult to remember difficulty. Remember how this is a communications, but they know it well. Yeah, then and there’s nowhere. This issue, they know. So, what we gonna do to cut through this so first, uh, one thing that’s important is teo. Not be afraid of marketing. When people think of marketing the i did get a little bit of cold. Feet like this is something that’s going to be costly it’s going to be in order for it to be effective it’s going to have to be big, and for some people it’s just a pejorative term. And for some people it’s a sort of term it’s ugly thing it’s a it’s, a it’s, a it’s, a right it’s a for-profit or it’s a commercial activity that non-profit shouldn’t be engaged in, but actually because it is about communication. If you have an organization whose mission is good who’s doing something good in the world, it’s almost a crime not to communicate that if you don’t communicate that thousands of people who are actually in alignment with what you do, who care deeply about what you do don’t know about it, right, you don’t want to hide and right. So marketing is your is a means teo, get that out in your own voice. Um to those who are already predisposed to want what you do to to want to support what you do. Ah, so it’s not it’s, not about a chain, you know, trying to create a marketing message like a ginsu knife. Kind of like push of course, it’s really about just explaining in ways i think old thirty second infomercials at four in the morning or too expensive, anyway, it can’t be engaging in that. So put those aside no it’s about communicating the true value of of your offerings so that people can understand it with with, with clarity and and and understanding of what there they need need or want to hear. So it’s this overlap this intersection between what you are and what you do and what they’re ready to listen to and to find that place and we’ll talk about. We can talk about that a little more in in a minute, but don’t take over the show we’ll get, we’ll follow my agenda, okay, okay, but we’ll get to that point, but you have some very good ideas. First, about howto identify who these people are, who might be predisposed. We have just about a minute before the break, and then we have lots of time after the break, so we just sort of tease the, uh, the your idea around finding the right people for your message. You have lots of information already, probably about your constituency. Who gives you money? Who comes to your events? Who visits your institution? That data, i cannot just sit idly at the, you know, in the corner somewhere. One of the things that an organization can do that can be tremendously effective in this is something that anyone can do, and it doesn’t require any money at all. And that is to take all that data and build it up into what we call personas teo to make of that information, eh, really, person, something imaginary person that you can talk to that will, that you can use toe bounce off your marketing ideas and your location idea. Okay, we’re going to talk about these personas after the break. Hope you stay with me. Trim tab marketing with james eaton talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation. Check out our website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society politics, business it’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory. Tower radio. Dot com. Every tower is a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com so let’s, look a little more into these thes personas that may be could be a donor or could be a potential boardmember or maybe some other kind of volunteer. Or how do we identify these people? You want to think about who engages with your organization and essentially list them out first by type? You know we have donorsearch thes general characteristics age, you know, sixty five who’s retired who’s, you know, has time now too volunteer at the organization and so forth. So you you’ll know these people are but what you need to do is too create hey ah, an amalgam of a couple different people, but then make that into a persona that is very specific. So it has a name birthday on address. Particular children, particular pet peeves. Interests? Yeah. Such that you can actually write a journal entry and their in their head a cz if you were them. And of course, you could have multiple personas for each category. You wanna have a view percent might be a teenager. That’s, right? I also be your retiree that’s, right? You want to create a number of them? I think the maximum number is about nine but you want to have these very specific persons and you, khun, you know, grab a picture off the internet, give them a face, make them as real as possible, and you can actually bring them to meeting. What else do we know about them? What? Where they shop exactly where they shop. What? That, what websites they visit? You know what they do in their free time? What their secret fears are? What would be the hope? What would be the worst thing that could possibly imagine happening to them in their entire life for you? So that you create something that’s sort of a sort of psychologically formed imaginary person. And you give it a name and a face, and you use that to look at what you’re doing. Look at oh, we’re going to send this appeal letter out. Well, what would george think of that? And you be george, read the letter and say, well, this is this part of the letter is silly. I don’t i don’t care about that. So it gives you this consumer. Ah, perspective on what it is that you’re trying to say and it can make it substantially better. And it takes some work, but it doesn’t really cost you anything to put this put these personas together and it doesn’t cost you anything to bring them to a meeting and some people, like physically, like, have a little alright, stand on then or do these people talk in the meeting? What are we doing with them? You could so yes, they will criticize and review what you’re planning on doing that the actual program that you’re going to come to put out there, and that gives you this view that internally you don’t have and it’s, like focus group almost, but you but you’ve got this sort of imaginary person in the room and this can be extremely beneficial if particularly you then sort of look at your organization to create a kind of a latto vent diagram. What do we do? What we do this and we do this and we do this and he’s like the three areas of our of our activity. Where do these personas overlay on that you could like? You have little chest piece is almost like where did they sit on this thing? And where is our sweet spot that is? That is going to capture the broadest group of our constituents. And how do we need to talk to them? Who are they? And what language did they understand and will make sense to them? You can then tail your broad brand message. Your your your overall institutional organizational messaging to speak to them it’s one hundred times more reflective already already writing in their voice. I mean, you said you can even write their journalist that’s, right? Right? To write to them right to a specific person and not to this sort of amorphous, fuzzy general audience. And it will make whatever you’re doing one hundred times better. Okay, who do you who should be involved in creating these personas? Well, that’s an interesting thing and and it’s. Okay, say that’s a good question. It is a great. Even though i admonished you before you can say that’s a good question, that’s allowed. Can i tell a little story about this? Sure welcome. Who should? Who should be involved in understanding the consumer’s perspective in relation to an organization? The best answer is everyone that may be impractical, but arnel lehman, the director of the of the brooklyn museum who i think has a kind of a visionary and an adherent to trim, to have marketing, whether he recognises it or not initiated a few months back. A new program on this institution wide program where he requires every single person in the institution, whether the c f o the chief curator or a research associate to sign up on a sheet or not maintenance maintenance on a rolling basis. Ah, spend an hour on the floor of the museum interacting with the general public. Yeah, and just a knauer or an hour a week or just an hour on a rotating basis. So i don’t know how many employees they have. Quite a few, so copy takes a while to get through that cycle. And i think he instituted this, you know, basically with a switch of an aven edict in this case, and i think there was quite a bit of resistance internally to this. But what this does is it gives everyone that kind of on the ground retail insight about the experience of the exhibitions at that museum. Uh, the insights gained there will have, eh, a long term sort of cascading impact on improving everything that they do because they’ll be aware of the ultimate final on the ground, sort of experienced how people are using that museum because they’re interacting with absolutely answering their cause. They get to their watching. Maybe even yes. And i went to an unrelated meeting there recently. And when i came out of the meeting, i went into the great hall, and there was a fantastic exhibition there, and i had to tell somebody about it. So i walked overto this man who looked official. And i started saying, this is an absolutely fantastic exhibition. And, well, what was it? What was it was thie connecting cultures in there in the great hall? Okay. And we started up what turned into a forty five minute conversation about the exhibition and the institution and how it relates to the public. And it turns out that he was serving his his one our mountains from the borders of his three quarters of his one hour, i think, to both of our both of our ar benefits and that it was actually edward bleiberg who’s thie, curator of egyptian cloudgood on ancient eastern art. So but what he learned from you in that forty five minutes, do you think it was very interesting because he had contributed to that exhibition and he was resistant to the notion of that exhibition? And i spent, like fifteen minutes extolling how basically saying why? I thought the exhibition was great. And in fact i brought my kids to the exhibition that the following saturday, and they thought it was great. So he was getting retail in sight. He was getting what? No, i as the actual, like coming to it, knowing nothing about the background or the struggles that led to that exhibition, but the the actual user interface he was getting a firsthand account of how his work and the work of all the other curator’s who worked on that played out on the and this is the this’s, the tactical experiential level which makes all the difference for the success or failure of a particular exhibition, and ultimately of the institution and all that. And in order for that to happen all aren’t a lehman had to do is just have this idea. Yes didn’t cost him a thing. And this would obviously contribute to the creation of the personas? Yes. Okay. James eaton is president and creative director of tronvig group, which you’ll find at tronvig t r o n v g group. Dot com. What is tronvig yeah, that’s. My great uncles name. Carl tronvig emigrated to the united states in the nineteenth century and went to north dakota. Okay, south next-gen in memory, and we’re gonna talk a little about another family member of yours shortly. Let’s, talk about the trim tab. What? What is it? What’s. A trim tab. And why is this trim tab marketing a trim tab is, uh, a little a device the edge of a rudder that helps it turn. But the importance of the trim tab is a metaphor is let’s. Say you’re a child and you’re in a bathtub. And you have a little replica. A miniature replica of the queen elizabeth to this huge ocean liner and it’s floating in the bathtub. And you want to turn it well, the natural reaction would have to be in the tub with my brother. Do i? I hated bathing my brother. You want to turn the ship chips, and i’m there alone, we think my little boat. So you touched the bow, right? To turn the ship. You wanted to go left. So you you touch the touch the bow and that turns the ship. But if you had an actual queen elizabeth to ocean liner and you wanted to turn it by touching the bow, the force required to move the ship by touching the bow is astronomical. So how does this ship actually turn the rudder? Right. The rudder is in fact the size of a house, so i can’t turn it with my own strength. So in fact, on the end of the writer there’s, a little tiny rudder i called a trim tab turns in the opposite directions writer creates a vacuum and allows the rider to swing easily the direction that you wanted to go. Okay, so now if i take that model and i lifted out of the water and i tried to figure out what makes this ship turn it’s going to be very difficult for me to understand that it’s, that little tiny trim tab on the tip of the rudder on the rather runner on the redder, they’re actually allows me to easily turn this ship. So this notion of the obvious small changes that can turn the whole organization is what we’re talking about. This is the notion of a trim tab this’s finding those things that that actually can steer the whole system in the direction you want but are not big, they’re not costly, they’re not. We have this idea that big solutions are big problems have to be solved with big answers that end marketing is one. Of these big answers it’s like oh, well, we need to have more money. Well, let’s, let’s mount a big marketing dr and that there’s big marketing drive is going to give us big results. That notion is flawed and that’s good news for small and midsize charity is very good news in the fact of the matter is that if you think about the system and you think deeply enough about changes that can be made at the user experience level, there are some very minor that’s what i say when i say tactical, they’re very minor changes that can be made that can have the same effect as these big marketing programs were. We recently did a thing for the bronx museum, where we were asked to get more people to come into the museum. Ah wei have a certain amount of money, and they wanted to do a traditional marketing program, you know, bust signs, bus shelters, subway posters and so forth, which we did, but we set aside a little bit of that money to do something else that they didn’t really ask us to do. And that was to change the sign ege on the door and the windows of this at the street level of the museum. Okay, that thousand dollars from the however many thousand dollar budget we had was the best money we spent because that’s what actually brought people? How do you know that? How do you know that? The door sign it and the windows made the difference. Because when we were a few, a few a few things one when we were talking to people as they were walking on the right on the grand concourse, they’ve been there for forty years. Ah, and we were asking people on the street will what’s this. And they were saying, i don’t know they’re working buy-in causevox busy. Is that? Is that a courthouse? I don’t know. And if you looked at it, then considering okay, why don’t they know? Well, let’s, look at it. Oh, okay. There’s. The sign the sign is is way up there over the top of the door and there’s a flag way up there. But people tend not to really look up when they’re walking down the street. So and it’s a beautiful building. But there was nothing on the front door that you could see that the windows there wasn’t really anything that was big and obvious telling you what this was and and they were announcing in this case that they were free. So we put big orange signs in all of these places that you would see on the street and lo and behold, people walk. How come? How can charities find their trim tab? The the example that i give you that i give you a minute ago about understanding who you’re talking to and how they see you is a is a is a kind of trim to have activity the personas as a function of your spending the time because i think any trim tab action requires a kind of research it requires thought you’ve got to find that thing it’s not going to be obvious it’s not going to be the the i mean the thing that’s right there in front of you it won’t be the big an obvious thing, so you have to look at your system. How does it operate? What mental models are you operating with? What is what is this? And this is also how personas are interesting because they get you out. Of your mental models, you’re your marketing department might have its own vision of, like what? What the organization is or what have you and you we work psychologically with this kind of shorthand? We don’t necessarily think through every step along the way that gets us to a particular decision. We we use shortcuts and mental models are a shortcut, and we have them for our for organizations and and the way we operate and also who we think we’re talking to. Bye that’s what the specificity of these personas? Why it’s so important? Because you’re getting at something that breaks through these short hand models that we have of, well, we have this, you know, the retired over sixty five crowded and is too superficial, yeah, it’s the need to get into the detail we need to get in. We didn’t think we need to talk to the time you know, the curmudgeon, right, who comes every saturday and, you know and complaints to the guard, you’ve got to get into his head and start talking to him, and then he will break down your you’re in perfectly formed mental models and help you create useful ones, we have just a minute before we have to go this trip tap metaphor has personal residence with you. You explain. Tell listeners why that is. Yes, well, the notion is not applied to marketing. It may be mine, but it’s, not mine at all, in the sense that my great great uncle, buckminster fuller, whose people know as thie, inventor of the geodesic dome, futurist designer argast maximilian of the dime actually and map, and maxine carr and and the geodesic dome, which everyone knows because it’s, the lightest, most cost efficient, strongest structure in the world and your uncle, has this on his on his tombstone. Great uncle martignetti he on his tombstone, has engraved. Call me trim tab. Great nephew of buckminster fuller, james eaton is the president in creative director of tronvig group. You’ll find his blaga tronvig group dot com james, a real pleasure having you on the show. Thank you, thank you so much. My pleasure. I was a very touching end to that interview. I remember it very finally, we’re go to a break, and when we come back, tony’s take two, and then amy sample ward talking about cultural change. When your organization becomes more social, how do you manage that? Just keep listening. E-giving didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network e-giving. E-giving good. 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. Hi, i’m lost in a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Hyre sametz hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Durney welcome back to big non-profit ideas for the other ninety five percent, i can’t send live listener love this week, but i certainly do love the people who are listening live were pre recorded this week for a couple of weeks, but i know california, texas, oregon occasionally, and we got oregon represented very soon with amy, new york, new york, brooklyn, new york and all our asian listeners. I’m sure you’re out there live listener love to each of you, thanks so much for listening podcast pleasantries for everybody listening through itunes and all the other podcast sites that the show is on. Thank you so much, tony, take two a sigh said, i’m away this week. If you go to my block this week, you’ll see it says gone swimming, and i’m a tte bethany beach in delaware taking a week completely off offgrid off line i’m not looking at email, not checking phone messages, not checking twitter it’s just a week disconnected on the beach, and i heartily recommend that for you you’re each in a urine e-giving profession you’re either giving to the organization or you’re directly giving to the people that you’re non-profit helps. And when you give and give and give, i believe you’ve got to take and that is time off. So think about yourself. I hope this summer you took time off to whatever you whatever you love to do, call it decompressing generally, but whatever it is you love. I hope you got some time to do it away from your phone and all the social networks that we enjoy so much most of the time. But we got to take some time away from all that just for ourselves and that’s. My that’s, my week that’s, my suggestion and that’s tony’s take two for friday, august twenty ninth, the thirty fifth show of the year. Amy sample ward. You know her she’s, a ceo of non-profit technology network. Our most recent car third book is social change. Anytime, everywhere. She’s, our regular social media contributor on dh her blogger is amy sample ward dot or ge? How are you? Amy? Welcome back. How are you? I’m terrific. Welcome. Welcome from oregon. Yeah, thanks. And i’m very jealous about a week. Totally unplugged on beach. That sounds like heaven. Well, you’re a very connected person. Do you? Do you take time off for yourself where you’re where you’re offline, i do not as often as i probably should and, you know, i definitely unplug from feeling like i need teo, you said, check twitter or stay on top of e mail, but it’s rare that i wouldn’t i even have my phone, right? Well, now you are ceo of intent. So that’s hyre responsibility. Yeah, i think you would be hard for you to go away and not be connected to them for however long, right? Exactly. Yeah. Ok, but the social networks you can let those go and and your friends and your followers they’ll all still be there, right? When you come back. Exactly. And it’s, you know, it’s kind of a nice feeling to come back from vacation and see people have kind of left left pieces of conversation for you to jump back into that that’s one of the cool things about social media. Yeah, you can get back right in. Yeah, a tte this point, i would say, i’m looking forward to my vacation and then, while this is playing, i’ll be on it. So let’s talk about what it looks like inside an organization. And some strategies for managing on organization when it becomes more social. What are what are some of the concerns that we wantto talk about? Well, i think we’ve talked before about how, you know, if you want your staff to be engaging in social media, we need to create some sources for them, like a social media handbook or even part of your arm fully handbook that there’s examples of you know what his customer service was like or here’s some commonly asked questions so that you can, uh, answer them with these examples, things like that, but the next step beyond that, when you’re when you’re really trying to move your organization to be a social organization and let those staff across the organization, not just one, engage online with your community, that next step then is to identify what that engagement looks like it’s part of their job description because it may be different department to department for staff buy-in staff person and it may be that some people, you just want to be accessible and to show that people across the organization or online and it may be that there’s a certain department, that actually you know, responsible for campaigns and it’s a bigger part of their job description, but it’s, hard as we know toe hold staff accountable to different pieces of that work is it isn’t explicitly in their job description that you can’t then put it in their review. Okay, so we’re going to make that, and we’ll talk a little more in detail, i think about what? Maybe some of those, uh, descriptions and maybe some of those metrics might look like it does impact the organization broadly when even even beyond individual responsibility. When you start sharing annual reports and financial disclosures on, you know, the way you’re supposed to be in good practice with transparency, people are going to start to ask questions about those things, man. So yeah, so i think what’s interesting is that, you know, organization sometimes start to share piela finance older annual reports or or, you know, impact reporting in some way and think, okay, here we go, one step you could be a lot of questions sometimes there isn’t because people just wanted to know, and that was it. But again, once you put it out there, it’s sometimes more about the culture changed. Within the organization that staff that staff realize that kind of information that really reporting is going to be shared publicly on getting all of the staff across the organization comfortable and batted on. Understanding why it’s important to do more so than it is now. You’re going to get it a lot of questions from twitter because people just read your annual okay, now i can see that probably true, right? It’s hard. It takes more cultural change to get it approved and understood. Then it does once it’s actually out there because that is true. How many people are actually gonna pore over your annual report? Like you said, they just want to know that it’s available right? Well, isn’t it a a great annual report? I mean there’s so many examples now of organizations really rethinking what the annual report did so that even as a report itself, its social and it’s engaging so it’s something that people come and directly interact with, you know, to open up different pieces and see different stories, maybe watch videos and then click on something else. Looked at the data from that program. You know what? Whatever it may be. But taking advantage of the fact they’re posting it on the web and making it and engaging interactive pieces of information on and that too, is going to take some culture change because many organizations have have created annual reports every year that are pretty static, you know, usually, like are are meant to be printed and then given to thunderzord donors are longtime supporters, but then also used in, you know, fund in different ways for forward over the coming year. Well, the idea, just creating an interactive, you know, the web page or something khun definitely could definitely take some convincing, especially when people are thinking of the annual port less so of it needs to look like this, but but more of a i like to have it in my hand when i meet with someone, how am i gonna have this interactive website in my hand when i meet with someone so recognizing where those people are coming from because of how they use that data so that you’re not creating us an infographic that’s how you know they couldn’t ever using the situation, but maybe something interactive online that still has some of the feature. Stories and the rial financial and, you know, fundez breakdown over the year and things like that so they could still pull the pieces out that they used in those meetings and when they’re trying to convince me funders teo, give you some more funds, but that otherwise it’s still meeting the need online have seen something a little more engaging. This all has implications also for our volunteers, and i’m thinking of the key volunteers, the board members, they need to be a part of this cultural shift also. Oh, exactly, i mean, you know, there are a lot of organizations out there where the board is technically considered, you know, working board, it’s a it’s, a very small organization, and the board is there to really contribute directly to the operations of the organization, which for many organizations now means someone on the board or a couple people on the border actually managing the social media accounts for the organization, and that doesn’t mean that they just talk about how great, you know, the organization is on twitter once a week. If whoever is going to be a man, you know, social channel needs to be prepared to answer questions, jump into conversations, be accessible regularly and if that’s not something that a boardmember who, as you pointed out is a volunteer, is able to commit to it not then that you don’t want the board to have access to the channels, but they’re just not gonna be able to be there as much as the community is on dh, maybe that’s an opportunity to have boardmember have personal accounts where they can certainly, you know, engage with people directly representing themselves, but you still have that organizational profile managed by a staff person just so that it is more more reliably online account. We’ve had lots of guests on talk about the setting, the expectations for board members appropriately at the recruitment stage, and if you do expect them to be out there and engaged socially on behalf of the organization, i think you’d want teo make that clear in your board expectations discussion while you’re recruiting people. Yeah, exactly make sure if you know, that’s something that there isn’t capacity on staff for and you need to recruit for it on the board. Be very open about that end about you know, how big nose communities potentially are how much time commitment and engagement there will need to be, and then, you know, proactively look for someone who is, as you and i have talked about before, recognizes the way that social work’s so it’s not someone trying to come into, you know, quote unquote have that message control, but someone that gets that this is a conversation we’re here to engage with the community directly it’s a great opportunity to do that and that we’re going to shave the conversation together and not someone who’s going to say, well, i’ma boardmember and this is all that we want the community to talk about, so, you know, that’s what? We’re going to tweet because you know that it doesn’t matter if they have all the time in the world to be on there because they’re just not going to be engaging in the right way? Yes, okay, we’re talking about getting buying at all different levels from leadership certainly employees, volunteers, key volunteers like board members were goingto go away for a couple minutes, and when we come back, of course, amy and i will keep talking about more social now what? Keep listening. You’re listening to the talking alternative network. 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. 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. Talking alternative radio twenty four hours a day. Welcome back on dh amy and i are still we’re going to continue talking about the cultural change and howto manage that when your organization becomes more social, more engaged. Amy well, let’s, talk about some of the strategies we you mentioned, including in job descriptions, what are what are different levels of engagement that might be appropriate for different, uh, sorry, different job descriptions where it’s not the person’s primary job when they’re not, they’re not the organization’s social media manager. What is just sametz samples of different levels of engagement, you might you might call on, well, one example that i like to use from n ten it’s. You know, for us, we want to make sure that all staff across the organization have an opportunity to connect with the community because that’s important to us and your mission is to help all staff use technology well. And so if we only had our community, you know, well the manager online engaging in social media, we also wouldn’t be practicing what we preach that all staff could be using social media. So we want to make sure that it’s staff running those channels what they can, but we also recognize that some people just you know, i know that it sounds crazy and unbelievable, but some people don’t have a facebook account for twitter accounts, and we’re not goingto have them create an account just because they work at ten and then have them not. I feel comfortable using it or not engaged very much there, because ultimately, that’s, what happens in this movie will be feel feel more just connected on confused then, if that person didn’t have a twitter account that s o that also is going to be contrary to what, what you stand for, which is real engagement, and if you’re not comfortable doing it, then you don’t force people into it exactly it’s not going it’s not gonna feel like a great conversation and came across their twitter account anyway, but there are opportunities to be accessible to the community and engage with them in a way that is comfortable and authentic. And so we have what we call weekly touchpoint and we have, you know, listening dashboards and all of those kind of resource is talked about in the past, and staff are expected to find one one thing that they want. To comment on or engaged with maybe, you know, someone participates in a twitter chat on, you know, a topic that they’re interested in or that is part of their work. Other people will find a news story about non-profit or technology sectors, you know, whether it’s from the chronicle for him to be or non-profit times and, you know, something like that, other people will just find block post from someone in the community, and you leave a comment and engage in that way, but whatever it is that you feel comfortable doing, the expectation is that you participate once a week, you find one conversation to contribute to in some way because the goal for us is, yeah, that you contributed, but it’s that actually, that means that was one member or maybe many members, if it was something like a tweet chat that feels like they got to have a direct touch from the organization and that it was it was really it wasn’t just, you know, one more email that we’ve sent out, but it was that staffers sense going and reading your block post, which feels good, you know, someone actually left a comment on your vlog and twenty thirteen were killed, like knowing these cummings anymore. So that’s one way where we set the expectations but left it open for open for interpretation, if you will so that staff can pick the channel that makes sense, and then if they’re doing this once a week, that’s fifty engagements per year per staff member that’s that’s, considerable, exactly, yeah, there’s twelve staff and, you know, easily fifty weeks where we’re online, so yeah, it adds up to feel like we’ve we’ve done a lot of external engagement and that’s not counting, you know, the actual social media engagement out of the organization’s profile, the foster parents and so on. And if you have that metric of one a week, some people are going to embrace it and do three or four or five a week it’s more natural for some people, others will be at that many others will be at that minimum, but even at the minimum, that’s still pretty good fifty engagements a year out of somebody who is not really that comfortable, but you know, that does what they do, what they’re being asked to do. That’s pretty good, exactly, and we have staff who, you know are are those staff i was talking about before that don’t have a twitter account that, you know, don’t log in to facebook, teo really use that, and so they choose the blog’s comments because for them they always get excited to actually hear what one of the end members was thinking about our working on so as much as it’s an opportunity to go the comment yes, engage directly, it also lets them feel like, you know, they can turn around in their chair and tell the rest of the office, hey, did you know that twenty martignetti thousand each right now, her, uh, whatever it may be, you know, because they just got to read, you know, take a few minutes out of their day of of otherwise, you know, just doing work and here, directly from a member as well, i love it and thank you for using intent as an example because i think that’s uplifting and motivating people because you are the non-profit technology network and still you’re saying you have people who aren’t all that comfortable don’t have a twitter account of facebook account and there’s still able to engage the love that you love it. Okay, so, uh, the the implication of including this in someone’s job description, as you said earlier, is that this is now going to be part of their performance review. We’re going, we’re going to talk about this once a year, once every six months hopeful i think once two years kind of bare minimum, but once in every six months, maybe in evaluating their their performance and maybe help them, i feel more comfortable or get to the next level if they are feeling like they’d like to get to next level, this can all be sort of growth opportunity. Oh, exactly. We’ve had staff where when they first join the organization, you know, they didn’t have have twitter accounts, for example, and they started out doing the community touchpoint knowing they had to find something to comment on or engage with and over time they got more interested and because it is and then they were on our own webinars as the half percent, you know, leaving the webinar and of course, that means you do the intro. You make sure that everyone’s able to log in eleven art, but then it means you’re listeningto all of these. Seminars throughout the year from, you know, experts in their in their different fields. So at one of the reviews, the staff person said, okay, i i listen to enough webinars about social media, i want to create a twitter account and i want to try engaging with the community there, you know, before our next unconference so that i can, you know, be a part of that online side of the conference, and i thought that was great a great way to for the organisation instead of us saying, we have a lot of people tweeting during the npc shouldn’t really have to do in our account and said by just saying here’s, the community, you need to be accessible, find the channel for you on the expectations you do something, you know, whatever town that is that over time they were able to see oh, i’m missing, you know, i’m missing this piece it’s on twitter, where i see people are doing things that i’m not there and they foreign fired-up join that channel on dh recognized the value themselves instead of us just deciding that they needed to be there. We have just a minute or so. Left, this should be part of staff training, too, not just the evaluation process, but regular staff training. Yeah, i mean, let’s think about how many times we complain that facebook has once again changed, you know, the the way that your friend list work or five settings or anything else if if you and some of plugged in recognized that weinger changing that it needs other people probably don’t recognize that. So having a regular checkpoints, uh, throughout the year where people can get together and say, oh, you know, i’ve actually been trying out google plus, does anyone want to talk about that? You know, or hey here’s, something that has changed in facebook setting, living off anyone needs to walk through it together. It could be a collaborative, learning type of meanings. That way everyone has a chance to share and to hear from each other just what’s working or what has changed in the different channel people are using under their own names. Thank you very much. Thank you for sharing. Amy, amy, sample ward, dot org’s, herb log and on twitter she’s at amy r s board and she’ll be back in a month thank you again next week, the overhead myth letter it’s coming, the three co signers of the letter will be with me, the ceos of the better business bureau wise giving alliance guide star and charity navigator do you want to ask them a question? Put it on her facebook page or send it to me on twitter. I won’t answer this week, but i will next week and we’ll have your question for them. So please love to have your questions. Also, jean takagi returns are legal contributor what overhead should you invest in to protect your non-profit coming from the overhead myth letter what’s wise overhead investment so that you protect your non-profit those you’re helping your employees and your board members. If you love tony martignetti non-profit radio, you might also love fund-raising fundamentals it’s, a monthly podcast devoted to fund-raising topics that i host for the chronicle of philanthropy, you’ll find it on their website, and you’ll also find fund-raising fundamentals on itunes. Our creative producer is claire miree off sam liebowitz is our line producer shows social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next week. Friday one to two p. M eastern at talking alternative dot com, which is talking alternative broadcasting. Dahna hyre e-giving thing duitz good ending. You’re listening to the talking, alternate network waiting to get in. Nothing. Cubine are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. 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151: Maria Cuomo Cole: Relationships & Tumblr Tactics – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Maria Cuomo Cole, chair of the board of Help USA

Amy Sample Ward, CEO of Nonprofit Technology Network and co-author of “Social Change Anytime Everywhere”

Read and watch more on Tony’s blog: http://tonymartignetti.com

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Durney 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 it’s friday, july nineteen oh, i hope you’re with me last week why i didn’t do it dermatitis if it came to my attention that you had missed measuring the network non-profit with beth cantor she’s, co author of the network non-profit and measuring the network’s non-profit and she talked to me a tte fund-raising day last month about wide engagement and measuring your multi-channel outcomes and goodbye google alerts maria simple, our prospect research contributor and the prospect finder had free alternatives in case google alerts disappear this week. Mario cuomo, cole on relationships miss cole, a philanthropist and board chair of help yusa shares the professional value of all of her relationships, including her mom and how they’ve helped her and help yusa succeed. We talked at the june meeting of executive women in non-profits, which is a part of the new york society of association executives and tumbler tactics. Amy sample ward, our social media contributor, co author of social change, anytime everywhere and ceo of inten, explains the value of tumbler how to decide whether you should be in tumbler, blogging and how to get started between the guests on tony’s, take two there’s a myth going around planned e-giving that we’ve got planned e-giving covered, and i think a lot of non-profits actually don’t have it covered talk about that. My pleasure. Now, to introduce my interview with maria cuomo cole, i do want you to know that the second half of this interview so after the break, there’s a part of the discussion because we at the meeting, we opened up the conversation to a broad discussion. Part of discussion is kind of quiet, little low. I know about it already. You don’t have to tweet or email everything i know, but a couple of women said some very poignant things about relationships in their lives, and i wanted to include it. It’s, not silent, but if you have had headsets or earbuds, you may wanna use those in the second half of this maria cuomo cool interview. Here you go, everyone welcome. We’re at a meeting of the executive women in non-profits a shared interest group of the new york society of association executives. You will find them at n y. U s a net dahna that was the obligatory video in trim for this will be on youtube in a couple of weeks, and you’ll all get the link from holly and very shortly, it’ll also beyond my pad podcast on a non-profit radio you’re talking about relationships today and first i’m goingto have a chat with maria, and then after that, we’re going to open it up and have you share some stories about relationships that have been important to you personally or professionally and how those have helped you professionally. Lots of different kinds of relationships, whether their peers, people working for you people work. You work for mentor mentee, lots of different possibilities. I’m very pleased to introduce my voice. Just crack. Did you hear that? Pleased to like a sixteen bad alex. Like a sixteen year old, my voice is cracked. Very pleased to introduce maria cuomo. Cole she’s, the chair of the board of help yusa, a leading developer of housing for those suffering homelessness and low income she blocks for the huffington post she’s, a film producer and a philanthropist. We’re gonna learn more about all of her work. Maria cuomo, call. Welcome. Thank you it’s a real pleasure to have you. Why don’t you start telling us a little about maura about help us? We’ll help you say, uh, well, our mission is to create opportunities through housing and services to help stabilize families and crises and individuals and crises who are not living independently. Andare are long term mission is to help those individuals sustain housing stability. And we do that through a very innovative a real estate model of permanent housing with support services on site, child care services, employment, mental health counseling, etcetera. Is there also something transitional before people are bottle? Actually, yes. The model was actually created in the nineteen eighties. Find my brother andrew, um, during the koch administration as a family transitional homeless model and that that model has grown in new york. We have over two hundred colleagues today providing transitional homeless services and thie help model was named a congressional model in nineteen, eighty seven and b has become part of each administrations working with homeless populations across the country. Actually, our permanent housing model is a more sophisticated application, basically another another financial model that has enabled us to provide a long term permanent housing for the same populations um, including a lot of veterans latto very is a no that’s. Homelessness is a yeah fine problem. That’s unfortunately true. One and four homeless men is a veteran that’s been the case? Actually, for many years some say that the number is closer now to one point three one out of three. There are sixty one thousand homeless veterans each night, sleeping on the streets in america, which is just devastating for women as well. And for women, well, for female vets is a growing population that have that are largely underserved. Um and it’s, a population that help yusa has tailored programmes to accommodate there has been improvement. The va has quickly improved and expanded their services for women and for young for young veterans returning the Numbers were as high as 1 hundred twenty one even hyre two hundred thousand homeless veterans just three years ago. So so things are improving, but a great deal of work needs to be done quickly to accommodate our returning veterans. You have some interesting revenue sources, including comfort foods. I saw a chocolate. You, my brandraise sample. Try and focus for the morning. But no way try everything. Yes, we’ve been able to use our help, yusa, artwork and the brand for some social enterprises, we’re very fortunate to be one of the nineteen eighties non-profits in new york that benefited so generously by, uh, keep bearing such a remarkable talent artist philanthropist in his own right said such a generous spirit, the organization can’t achieve this kind of success and prominence on its own so let’s move and talk a little about relationships how have generally relationships been important? To help us is growth and to your, you know, your professional ball so well, i mean, relations abroad, a broad question, but i mean the very model, uh, of help usa, the innovative model is really one of public private sector partnership, and the model on lee only works because we have the interests of serving special needs constituency using private resources and public a public resource opportunity. So local governments, state government, federal government, private banking communities, for-profit uh, businesses and individuals, all i have to really partner work together in order, tio, create a bill, help residents and provide services long term on dh for you personally, relationships, whether they’re let’s. Let’s, start with. Since there were talking about the organization, level your relationships with peers that other organisations, whether for-profit or non-profit, well, our community. I’m partial. I think that the new york city non-profit community as a whole is really, really the most robust, professional, sophisticated and collaborative in the country. Ground experience. Um, and i think we really set a standard here for communities around. Give a shout out for new york city, new york city. Relationships, collaboration. And now in our in our space of developing housing and services for special needs populations, uh, provider community has has been extremely collaborative through the years. In fact, when my my brother andrew was hud secretary, we were required in new york city to work as a consortium application for funding toe hood. So, you know, the mayor’s office communities, state and providers had to work cooperatively at designing assessment and and proposing strategies for support so there’s no greater exercise than to bring two hundred plus organisations into, uh, into one collaborative application process. Andi, i think the community works very well in maximizing core strengths, individual agencies to work with populations that they have the head home to the expertise to serve. Uh, i know our agency and many others try hyre very, very hard not to recreate the wheel. You know ourselves if we are providing services in the bronx for children. And the children’s aid society, for example, is a very prominent agency, of course in new york city for youth services. We’ve turned to them to ask them to help with, you know, with complimentary services for our homeless youth after school. And in many in many such examples, we’ve been able to better serve our populations on dh there could be challenges to in in for exam, for instance, bringing together two hundred organizations or even just partnering oneto one there has to be compromised and saying little about overcoming some of those challenge that’s true that’s true, i mean, i think that our experience has has been that when there is a need that another organization can serve and we’re providing, we’re providing whether it’s, the constituency, the population, the resource of our buildings, for example, we have beautiful community spaces and, you know, retail space that a lot of non-profits need to deliberative services so that’s ah, point of partnership and and, uh, coop cooperative collaboration, um, so we we really haven’t encountered i can’t say that we really encountered problems in that regard, it’s such a rich community in new york of service providers that we have been able to find partnerships to serve our families, our single homeless individuals, veterans, children and really enhance our overall delivery. Right now we take a break for a couple of seconds, and while we do, if you have your ah, you’re buds or headset. You may want to get it, because the second part of the upcoming segment, after the break is a little quiet, but very good, things said by the women who were there. Thanks. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com yeah, those watching from outside new york city. I hope your thing close attention because new york is not a unfriendly place should come. You should come. You should visit. You should collaborate. Way all know this here in the room. So i’m speaking to those who are watching from outside new york were not unfriendly here we welcome you. We want to work with you. We want to collaborate. Let’s, move to the personal side, i think dahna all of us benefit from personal mentor mentee relationships, maybe with peers. Other colleagues say little about how that’s helped your professional. Well, this is my twentieth year with help u s a all right, a measurable amount of time. Two decades. And i could say, you know, some of the relationships that we’ve developed through the years with private businesses with other non-profits have really helped our model flourish, you know? I can i can say kapin partnerships with unrelated businesses to specifically what we do with bloomingdale’s the retailer, we’ve had a very close partnership with them for now. Over fifteen years, serving children have been volunteermatch entering youth program. That’s got to mean that you have a good relationship with the ceo there or someone at the high level. And then you and the children from the ceo’s leadership, of course, is always essential and establishing the value of voluntarism within a company, certainly and cooperative spirit it’s gotta trick your spirit has to trickle down, but, you know, they have a fantastic executive team that really cares very much about giving back to the communities and our partnership that started in new york with volunteer mentoring after school mentoring for at risk youth has grown teo all of their forty stores across the country, really expanding our model and our service delivery. You have some specific advice for the relationship between the ceo or chair and the volunteer board of trustees within the organization to help us, you know, here, too, we’ve been blessed with tremendous, tremendous board leadership through the years, um, individuals who bring different sorts of talents and acumen to help us do what we do, which is a fairly sophisticated, complex collection of services. So whether the individuals have business acumen, real estate, finance, thie arts, education, health um it’s, a very mixed group and there’s always that challenge there’s always that challenge. Of finding the right trusty who has the skills that you’re lacking and we know there were plenty of attorneys, there are plenty of sepa is but finding that right, one who works well with the mission believes in the mission and is going to be a value to the board. Yes, that’s true, that is true. Our board members tend to be tend to be long timers, too. I can’t think i can’t think of more than one or two cases where board members have actually had to leave for different reasons moving, you know, changes, work or environment, but it’s a very, very committed team, and we work hard building those relationships and really keeping our board very engaged. We need their service, we need there their contributions. So we tried to make careful matches of program, area and growth area where they can, you know, really make a difference and participate, contribute and and that’s critical to find out what they want to contribute to what programs interest them so that they are used in the best of the best are definitely yes, i’d say that’s true, absolutely. On the sort of on the more personal side of know your mom has been and important mentor for you say, say something about that, my mother, my mother jokes that she works for me, and i joke that i worked for her. I think it goes both ways. Sometimes i see we actually have been running her one two, one youth mentoring program since nineteen ninety four. She had started it in the early eighties, she’s truly a national pioneer and the mentoring movement, and, uh and believes in it passionately and developed an excellent model that is still used today. Um, she started it in the early eighties in new york state schools to lower the dropout rate and focused on foster care aged out. You and we’ve been able to maintain and nurture and grow that model since nineteen ninety four into mentoring yusa, which is delivering services in eleven markets around the country and really thrives on partnership because, of course, it’s, a volunteer mentoring program, we work closely with the corporate community and community organizations. The model is expert in training mentors, so very good at the engagement piece of bringing a volunteer in working. With them improving their skills and then managing and, uh, providing support for that volunteer. Want one it’s very special mentoring partnership. What would you, uh, would you say you’ve learned most important you’ve learned from your mom? Oh my gosh, she is remarkable still today at i won’t sit well, she loves being a tea, so i can say that she absolutely loves being eighty and celebrated it now she’s more than eighty and she is just a dynamo. She contributes to the program significantly, strategically, operationally still, and i’ve learned everything about how to well, i’ve learned everything really about what voluntarism means from her she’s always prized that word that term, we don’t use it much in our non-profits space, i think to an extent it becomes the notion of volunteering just becomes part of what you do, right? And we were working with volunteer constituents. We don’t often value their contribution of giving personal time and making that commitment, which really is a very special special make perhaps the most special sort of contribution, and she values and prize is it reminds me to respect it and honor it all the time. How did you learn? That that ethic growing up, she was always doing it, and she always no matter what you know her period of life. Wass but, you know, as a young age, she had us out you no selling daffodils for american cancer society, and this spring, i mean, i had no idea what even wasit was so young, you know, we sort of just followed her along, like her ducklings and all her various activities, whether it was, you know, school, church, american cancer society, other you no other formidable non-profit efforts always service oriented, and then, of course, in her work with my father, their mission was service, of course, that their lives have been dedicated to public service. And how can we pay this forward to the next generation of non-profit ceos? You know, i think that you i think for every non-profits ceo on dh through the staff line and the board lines, you know, again, i think that people, especially here in our community, i think people really, um, value and respect what they’re doing, they’re making a clear choice, making a clear choice to work in a non-profit environment, everybody knows that most likely you’re going to make more money in the private sector. So you’re you’re making a choice, you’re making a sacrifice and i believe that’s because you’re a person of mission and and, you know that passion it’s what allows you to do the best work? And and how can we be good role models for the for the next-gen coming, the next generation, i think, is to, you know, it’s summertime, we all have this valuable prized interns it’s, you know, include them, include them in the work, really mentor them the mentoring, uh, mentorship we can all provide now at this point in our careers is really very, very important and valuable. Um, and i think we could do that with our co workers with our young leaders is to just, you know, really be their share with them and support them and there’s often a lot that we can learn from those were mentor from the mission, yes, we need to stay sharp, yeah, in things that they’re much better versed in. Yeah, and that doesn’t only mean social media and technology, but we’re going to talk about that in the bigger discussion miree anything you want to leave, leave. Viewers listeners with around the value of of of a relationship on gets its report lies as supposed the relationship with are your viewers, our listeners today, that non-profit initiatives work because of public support, that it’s it’s, not just the small universe that we design and interact with, but it is the greater community, and that we need the support. We need the interest of the greater community. Teo, please follow us. Watch us think about how you can contribute and be apart of the work. Thank you very much. Thank you for sharing your expertise and your experience. Fremery in-kind. I’d like to open up tio to a real group discussion. Who wants to share a story of a mentor? That was that was important to you. Excellent. Yeah, linda. Miree treyz i don’t want to put you on the spot to single someone out, because then that’s. Not fair. But i’m sure women all know who you’re. They all know who you’re talking about. Oh, there you go. Your strategy. No. Yeah. Hyre wells was the share. Ah, a story from someone who was important to your influential to you. Maybe not. A formal may not have been a formal mentor. Mentee, please. Thanks, michelle. Hyre it sounds like randy was always there for you, either formally or informally, right on the record or off the record. Yeah. Beautiful. Thank you. Thanks, michelle. How about others? Anybody on the left side of the room? One somebody who was important. Police wonder what about a special project? Four. Introduce yourself, please. I want the special projects report issue i want with outside consultant had been a corporate person for a very long time. This this particular opportunity was really fairly new for me, and he was really great at a kind of coaching me counseling me on a lot of some of the things that we needed to do some of the things you expect because it was very successful, whether there would be what panels or or other things that you would be invited, too, because i was a person who worked on the project and he was just very generous with his thoughts about what was going to happen next, what to expect and something sounding board to kind of know how to respond sometimes wasn’t a formal mentor, like lots of programs with someone somewhere else is mental, but it’s just sort of up a relationship that you kind of developed with somebody because you seem to have some sort of kinship and they’re just going to be generals with heimans thoughts just trying to help you go in the right direction and help successful and that’s really important. So whether it’s an organization like this or whether it’s i’m something should happen to work outside, those people kind of help you shape your life. What do you make a really excellent point about us having to be open to these kinds of relationships? You just never know who the next person is going to be. That khun, you know, help in a small way, helping a really long term, valuable way the way wanda and michelle are talking about. We just have to be open to these. And they’re not as you said, wanted. Not always formal. Not always. This person is assigned to you a lot of times, right? People just come into our lives, and i think we need to be open tio to the possibilities. Uh, you know, holly, please. Good morning, falik connick, vice president, accounting company. Listening to maria talked about her mom and i heard a top about her mom before. It reminds me when i grow up. Grew up in the early sixties. I know it stays. When all my friends mom’s home, you know, and she was having and i was having dinner with my baby sitter, my mom was always working. I wasn’t a very well child. I had a lot of healthy hands. I always thought that when i got older, my life would be a little limited with what i could do with my career. And my mom used to always say to me, holly, when somebody tells you that you can’t do something, you just keep keep going at it and you just keep going at it on my mom today, next week, could you usedto work continues to try heimans you’re so crap, because i’ve been where i have been for twenty five, you’re like the rest of you being in the non-profit morning in-kind mama’s variety has nothing that i haven’t been able to in all my years and so on. My mentor holly. Thank you, it’s. Very touching, thanks very much. Stephen colbert. I don’t know if any of you saw this brooke broke character, which i don’t know if it’s impressive probably is unprecedented broke his his character on is on the show for the first four minutes. I think it was two days ago wednesday to pay tribute to his mom, who just died. I do. That was so touching. You know, he is the guy. I mean, i’ve seen him live and he, you know, it’s very rarely breaks character, but i hear him to see him do that. That was special in itself. And then just the words no r hyre very special tribute. So, thanks a lot. Thanks for sharing my thanks to everybody at that shared interest group of se e the executive women in non-profits there was a very, very lovely and times touching meeting. A lot of the women shared some very poignant stories, and i appreciate that it was it was really lovely to be there. And so my thanks to you, everyone there i gotta live listener love before we take this break. Tons of people in new york, freeport, new york, new york, new york, hicksville, new york’s a long island two out of three long island newport, north carolina. I’m going to be there soon. Reston, virginia and oregon lake oswego. I wonder if it’s amy live listener love to everybody, though. Is that those that’s everybody? In the u s but continuing in north america reinardy mexico. Welcome, live, listen, love to you and going further south. Campiness, brazil. Welcome. Lots of visitors in asia will get to them. Right now. We go away for a couple seconds when we come back. Tony’s, take two, and then amy sample ward on tumbler tactics. Stay with me e-giving thinking, shooting, getting, thinking things, you’re listening to the talking, alternate network waiting to get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Latto if you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio i’m jonah helper, nari team in co founders of next-gen charity dahna welcome back that gentleman whose voice you heard say you’re listening to talking alternative broadcasting he’s from australia and i just met him about a half an hour ago. He was in studio he’s, now a buddhist monk. I don’t know what his name is now, but at the time that he that recording he was his name was giorgio rivetti. I don’t know. I don’t know what he uses now, it’s sam says he still uses george over petty so he’s but he’s but he’s provoc rah george, your petty a buddhist monk um, more live listener love, asia gotta hit asia hard. Lots of listeners in seoul, south korea, thank you very much. And also in sioux on korea live listener love to everyone in korea on your haserot fuck uac of japan in chino, maya, japan and tokyo welcome live listener love, konichiwa, it’s, time for tony’s take two there’s this myth going around non-profits i’ve heard it for many years as someone who does planned e-giving consulting and that is that if you have someone in your organization who has planned giving in their title, then you’ve got planned, giving covered it’s taken care of and what that full short when that title is shared with some other title like i’ve seen director of annual giving and planned e-giving i’ve seen director of major gifts and planned e-giving i’ve seen foundation and planned giving fund-raising, and the problem becomes that any of those things or others that plan giving might be paired with in one person’s job responsibilities job spec is that everything will take priority over planned e-giving because anything that you pair it with will have more immediate deadlines that’s especially true in annual giving any e-giving sometimes has weekly production goals and certainly monthly, but anything you pair it with, it’ll have more immediate deadlines, and it’ll be more immediate cash to the organization because planned e-giving is cash to the charity at the donor’s death, in most cases, a couple of exceptions, but most it’s at the donor’s death. So the other thing that the plan giving his paired with is always going to take precedence and it’s going to get a lot more time than the proportional representation it has in the title. So if it’s half the title, it’ll probably get about five percent of the time if it’s a third of the title, i have seen it paired with two other things once it’ll probably get two percent of the time. So just because you have planned giving in someone’s title, you don’t have plan giving covered for your non-profit that’s not on my block at tony martignetti dot com this week, it will be, but it’s not, i wanted to just raise it irrespective of it not being on the block and that is tony’s take two for friday, nineteenth of july twenty ninth show of the year. I’m having a hard time believing it’s nineteenth of july amy sample ward is with me you know her high i love so having a hard time believing it’s the nineteen no kidding, but you’re not supposed to talk yet. I didn’t give you the proper introduction. Oh my gosh, yeah, i blew it! She’s, the ceo at non-profit technology network and ten her most recent co authored book is social change anytime everywhere about online multi-channel engagement, her blog’s that amy sample, ward dot or ge? And on twitter she’s at amy r s ward. Welcome amy sample aboard hello, we’re talking about tumbler today, but you’re out and you’re out in oregon in the portland area. I am. I think that live listener out in oregon was not me. It must be someone else related. Lake, we go. Oh, it is oswego, not a wego. Okay, oswego. Thank you. You’ve corrected me in the past about pronouncing oregon, which i have now. It’s ah, weak a sweet go. Thank you. But you are in portland proper. Is that true? Yes. Panepento office eyes right downtown. Okay. The city of roses i found yes, sophie of roses. Even have a rose festival and a rose garden. Yes, i don’t. You have a research rose garden upon a mountain? I think i read. So you’re the city of roses in in the beaver state. Excellent. Exactly. Okay, we’re talking about tumbler this month. Yeah, you know, way whenever we talk about specific social media channels or how to use the social tools, i feel like you and i always get back, teo, at least a couple of minutes talking about staffing. And i thought that was so appropriate after your take two today. Because whether it’s fund-raising or you know any of the other kind of tools and communications that we’ve talked about on the show before, just because someone has a title does not mean that is the only person that could do that work or that is responsible for that work. So, you know, today talking about tumbler think it gets categorized into ah, blawg, you know, because it kind of functions and that that’s the way the content operates, but that doesn’t mean that just because you have a staff person who normally puts content onto your website that they’re the person that’s now going to be managing if you have a tumbler account, you know, it has to be based on what we need outside the organization is who’s reading that content? Where is the content coming from? On dh, how do you deliver that? Not whose title inside of the organization is tumbler manager, you know? Yeah, i see tumbler often called a microblogging site, and i don’t really think that does it justice it’s it’s so much more than what what people think of is blogging. So i think the first thought when you see that description is not going to be as rich’s tumbler really is. Yeah, that’s a great point, i mean the description of it as a micro blogging is trying to be objective about how the content works because it does like a block have, you know, each post going chronologically, and you can put your content in their etcetera and it’s, you know, a static kind of place, but i’ve finally seen over the last few months, people really recognizing that tumbler is a social platform, not necessarily like a social network in the way that you think of facebook, for example, but the purpose of it is social. When allison and i were doing research on the kinds of user demographics of all different major social platforms, when we were putting the book together, one thing that surprised us too see written down is the number but didn’t surprise us from the qualitative experience side is that the majority of tumblers content is re blogged, meaning i posted something on my tumbler and you liked it and you, you know, re posted it onto your tumblr like a re pending on pinterest, yeah, so if we’re retweet into him, has to be a social platform if all the content is getting shared around and the purpose, you know. Of having your tumbler is kind of like, um, it’s a little bit if you want to think about it, like pinteresque, where you’re there and engaging and checking out other people’s content because you’re kind of curating your space, you know? And and that means you’re going to pull from all different users because you’re creating this one, you know, tumbler account that that’s all on your topic or whatever you do, you want to say so? It’s definitely social and i think that’s why organizations, they’re starting to realize it may have a role in their content plan and their community engagement plan because it isn’t just one more place for their randomly posting content. You know, there are people really engaged there, okay? And it’s also visual there’s a big visual content, which reminds me of pinterest and a little bit of facebook, facebook is pretty visual, too heimans has that beyond you know what? What you’d think of if you hear microblogging has this visual aspect, yeah, exactly. And so there’s there’s so many visual type platforms now that are gaining tons of popularity, we saw that huge spike in adoption for a pinterest but now we’re also seen instagram and vine and then instagrams video because of vine, so these this focus on pictures or really short videos and wanting to engage, you know, around a visual piece of content less so that the traditional kind of a block post where your you’ve written out some tacks on and i think what’s great about tumbler, is that it is such a hybrid, you know, it isn’t like pinterest where it is just going to be photos all over the place, and just by the functionality of the tool, the text is often kind of hidden or rolled up, you know, you have to click on it to see what the caption may have been or what the comments were it’s really trying to be photo first or a blogger where it’s obviously text first, so tumbler kind of merges them together where the photos are really prominent or video or whatever you’ve posted there, but it doesn’t hide whatever text you do include also sort of like twitter it’s it’s pretty quick moving too? Yeah, for sure i mean both from the user sample, you know it’s pretty easy, tio, if you have the app. On your phone or you’re doing it from the web, you know, just post that quick photo. It integrates with lots of platforms so people could be auto posting to tumbler every time they, you know, save content somewhere else. But as faras the digesting of that content inside the followers of your tumbler, i mean, tumbler just has really high numbers as faras people, you know, total engaged users, active users, users, they log in regularly, but also people, you know, using the mobile site, checking at multiple times a day to follow along. So it is fast moving, i think because people keep checking it. And so then people want to keep adding to it all the time. We have just about a minute before we go away for a couple minutes. Let’s talk a little about the engagement around conversations to and what non-profits should be could be looking for around their issues. Yeah, i think it’s tumbler is an interesting channel and we can talk more about this after the break. You? But i think there’s there’s two riel opportunities one is toe kind of, you know, own own account. Creating the count. Make it very clearly, your organization’s account and manage it. The other avenue to go is to support your community members or a superfan or ah, long time volunteer or even donor-centric area, because it’s their personal passion and just supporting them. Managing that account, whether that sending them, you know, content or news, they’re great photos or pointing people their way, you know, using it as a as a spotlight. So and then you’re just kind of sending stuff their way, but you’re not directly managing it. So i think there’s two, two ofthe avenues to go. Okay, we’re gonna take that break, and when we come back, of course, i mean, now keep talking about tumbler tactics and stay with us. You’re listening to the talking alternative network. 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 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. Talking alternative radio twenty four hours a day. We got more live listener love ryan from washington, d c first time listener. Welcome to the show. Thanks for tweeting. Hangzhou, china, ni hao and hong kong welcome live listener love to everybody listening like, oh, we got more in the u s laguna woods, california and is it lee hae l e h i utah welcome live listener loved when we were all over the country love it, love it. Maybe sample would you bring in you bring lots of listeners. It’s amazing. Yeah. Imagine if you actually promoted the fact that you’re on the show. No, you promote. I’m joking. Okay, so we got lots of alternative zoho before we continue, i have to give credit. Tio actually, the new york city affiliative end ten, which is five o one tech. And why? And i see five point check. N y c. Yes, i was at their meeting last night, and amanda mccormick spoke about tumbler, so i got a i got sort of a last minute education from amanda mccormick was very smart about tumbler, and you’ll find amanda at jelly bean boom dot com jelly bean boom dot com. I want to give her a shout because she helped educate me for today’s segment. Um, okay, so we have this different ways you were suggesting of managing or of joining conversations, but i think isn’t that really the interest that non-profits would have if they’re not in tumbler, is to find conversations that are about their issues? Oh, definitely and i think, you know, some organizations have found that when they tried tio jump into temblor, see who may be out there already talking about their topic or, you know, be a passionate person in that cause area they found again because tumbler is such a sharing re posting culture that there were people where they maybe had a post that was really passionate or had a striking image. But then when you scroll down to their next one it’s on a totally different topic on, so it wasn’t as, you know, it wasn’t like there were tumbler accounts being managed by individuals where the whole focus of it was that cause area, because again, if you’re looking for individuals, well, individuals have more than one interest and it’s the same as if you were to, you know, look through a facebook, but you’re going to see people post him out all different things they care about. So if you do want to go find those conversations that already happening it’s important to remember that you may not be finding a specific tumbler post that is reflective of an entire tumbler account being focused on that issue, you know, and trying to away where tio jump in, or who may be just posted it because it was provocative versus who’s really passionate about that topic. Now, to help with this, the tumbler does have hashtags. Yeah. So if you find hashtags related to your the conversations that impact your issues, you could you could pass those along. You couldn’t pass along the individual posts? Yes, exactly. Okay, but not necessarily the entire person. Although you might, you know, it’s it’s hard to tell. In fact, there was someone at the meeting yesterday who expressed concern about exactly what you’re talking about, that ah lot of the conversation, a lot of people in a conversation around her issue, which was, um e-giving a transportation alternative to prevent gender based attacks at night. You know, those people like you said they’re multidemensional there people, and they weren’t always talking about things. That the organization was comfortable referring its its supporters too. Okay, so just, you know, an example. Of what you’re saying now for charities to get started, there are there are templates like themed templates sort of like wordpress has yeah, exactly i would like to say a little more than you can jump in, you know, i think what a lot of the social platforms have have shown people is that we’ve we continue to get further and further away from the super designed and mohr into the simple. So a lot of tumblr account that you will find whether it’s an actual organization, you know, that has has created that channel or an individual’s simpler is the way to go, you know, having a very clear or maybe funny or provocative or what have you title and sub header on the account, but the design doesn’t need to have this, you know, beautiful kind of gray scale background photo with all of these other, you know, buttons and labels it’s meant to be focused on the content, so just having a very clean, simple design so that the content and those especially if it is photos or videos, they really just pop out and the question just flooded my mind, okay? The so you can you khun brand it, but it doesn’t have to be it doesn’t to be super branded and super elegant is it’s more about the content? If someone if a charity wants to get involved and start a tumbler account and make that for a, how much should they expect to be participating? How maney posts or or re re posts? Should they be doing in a day? Let’s say, orlando, i’m not necessarily today like maybe in a week or something like that? Yeah, i mean, i think that magic number question is the same, you know, with any with setting up a facebook page or sending up a twitter account, you know you’re gonna have to test out and find what that magic number is for your organization and for your community. The important piece isn’t necessarily how frequently but it’s that it is constant, you know, like it is every weekday if you’re going to commit to one today or you know it is every month it’s regular so that people don’t come and see that you posted ten things all on friday, the nineteenth and then you don’t post anything and tell august first, you know it. Isn’t that there’s a look? There’s nineteen great post here, whatever, but that it’s a regular so that your logging in you’re saying what’s going on on dh, just like twitter, it can’t just be you posting when it’s such a social platform, you need to be searching using hashtags or, you know, looking for different users and finding those posts that are great and reese posting them. So just like on twitter, you know those accounts that are always just pushing things out? Well, there’s not a lot of engagement there, but when you start retweeting other people and replying to other people, you know, you create more of a loop for engagement, sharing, participating, engaging all the things we’ve talked about on all the different platforms we’ve talked about, all right? We’re going to get their sample ward, thank you very much. Sure, you’ll find amy at amy, sample ward, dot or ge, and on twitter she’s at amy r s ward next week event leadership honorees, chairs and committees recruiting, motivating and working with event volunteers. It’s another fund-raising day interview from this past june, and jean takagi returns he’s, our legal contributor and principal of the non-profit and exempt organizations law group in san francisco. Have you looked at our youtube channel there? I have over eighty interviews there and a couple of standup comedy clips. The youtube channel is riel tony martignetti insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen, each week you can reach me on the block. If you’d like to talk about sponsoring the show. Our creative producer was claire meyerhoff. Sam liebowitz, his line producer, shows social media is by regina walton, of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. Friday, one to two eastern at talking alternative broadcasting at talking alternative dot com hyre. Dahna you didn’t even think that shooting getting, thinking. You’re listening to the talking alternative network. Get in. Take it. You could are you a female entrepreneur ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative dot com. 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Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. 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138: A Conversation With Amy Sample Ward, Part Deux – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Amy Sample Ward, co-author of “Social Change Anytime Everywhere,” membership director for Nonprofit Technology Network and our monthly social media contributor.

Read and watch more on Tony’s blog: http://tonymartignetti.com

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Zoho welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host feeling a little raw today little tender it’s friday, april nineteenth, and with what happened on monday in boston and then on early wednesday in west texas, the explosion in a fertilizer factory, of course, monday was the marathon bombing and now today, all kinds of craziness in boston, and maybe now, even on a train between boston and new york, we’re not really certain least that’s the latest i’ve heard as of, uh, one o’clock eastern, so yeah, i was goingto ah, i was going to implore you, teo to goto, itunes and ratan review the show, but that just doesn’t seem like it’s. Ah, really has a place today. We’ll deal with that another time. Just give your thoughts. Teo to boston and and watertown, massachusetts. Also a lot of stuff going on was bullets and explosions over in the overnight onda also thinking about west texas? I do hope you’re with me last week because i’d suffer it would hurt if it came to my ken that you had missed followship with alison fine she’s the co author of the network to non-profit and has been thinking lately about opening organizational culture to allow non-profits to be more reactive to the interests and motivations of their followers while still keeping goals in sight she shared her thoughts on followship and social media boundaries are legal contributor jean takagi from the non-profit and exempt organizations law group in san francisco suggested rules for your use of social media it can’t be a free for all for your employees and volunteers and jean had helped to keep you out of trouble this week a conversation with amy sample ward part do she’s our social media contributor and her new book is social change anytime everywhere we pick up where we left off on march fifteenth to talk about your fund-raising plans scheduling testing staffing budgeting and some tips for your website campaign and i’ll be chatting with amy’s dad also between, uh, well, between the half. Ours uh, roughly thirty two minutes into the our tony’s take two my block this week is keep your marketing simple. I’m always pleased to welcome amy sample ward to the studio she’s membership director at non-profit technology network and ten, as i said, her most recent co authored book, social change, anytime everywhere about online multi-channel engagement the forward is by two time guest of this show, craig mark, the founder of craigslist and craigconnects no, sorry work that in there that has been on the show twice, her blogged is amy sample, ward dot or ge and she’s at amy r s ward on twitter welcome back, kayman sample work. Thank you for having me back. It’s. Always a pleasure. Um, i guess my one of my first my first question is on the cover of this book the word’s, any time and everywhere. I’m showing her the cover now to remind her of the are separated. But they are not hyphenated. Why? Why aren’t they hyphenated the way proper english would be any hyphen time? Because they’re in different lines and every hyphen. Where where is the copy editing on this? On this cover? Yep. I don’t think i’m gonna let you just go by with this job. It’s it’s apparently thie design aesthetic. Okay, which you had no control over, i guess. Hyre okay. Okay. I think this should be hyphen. I mean, i think these things are important in a language, all right, but it helps you enunciate the title very well. Any time, every right. Trying to learn how to spell her. You would think that any time was two different words. And and it’s, not it’s, not everywhere is not two different words. It’s. True. Okay. Um let’s. Ah, i like to reflect a little bit. Okay. We talk all the time about online engagement and with what’s been happening this week. If you are engaged online on your charity, does nothing at all related to anything around violence or maybe victim or family support or politics of guns. Your charity has nothing to do with any of that. How do you respond? What do you do online, too? Let people know that you’re conscious of what happens in the world. That’s outside your own. Sure. I think i mean first i would say i understand the argument of, you know, we don’t work on the politics of gun issues, however, you probably work with people and ultimately in any crisis or disaster, people are involved, you know, and reminding your own staff that it’s not just about bombs or terrorism, this is still about people and treating whatever response, whatever communication you have next in that light that there are people involved in this, i think helps you just take the right tone regardless of where you go next, because you’re then being responsive to what if it was you, you know, you would want someone to treat you are your city or your issue like people were involved. Next, it’s a great opportunity to go check any scheduled messages you have any tweets or facebook post that air maybe already scheduled about something else. Also, look at your content calendar. You know where we planning on sending out an email appeal this week? That was, you know, using the story of this great little kid, and now maybe we don’t i want to do that story or maybe not that message it all this week, you know, not that you have to completely shut down. Every organization didn’t stop this week, but trying to be responsive, teo, the fact that, you know, even in your own goals, you’re probably not going to get the analytics or the metrics you wanted, you know, no one’s going to be clicking through that email anyway, if that’s not what’s on their mind. So looking at not just scheduled tweets, but what’s on your what’s scheduled to go up on your block what’s scheduled to go out and email looking at all of that immediately so that you can either put things on hold, readjust change, maybe which story was going to be in a newsletter? You know, there’s things like print ads or direct mail that that that’s already out there, you know? But people also don’t look at the newspaper and think, i can’t believe that this ad ran like because in our minds, we know that that’s not like a real time media, and we know that that’s program six weeks in it, right? Exactly, but when you see something go up on twitter, you know, when you everyone else is just watching twitter for news updates it it really does feel a little bit more. Careless because they know that you let it happen. You know, you could have changed that tweet. We talk a lot about engaging with people online. Not so dissimilar lee from the way we engage with people face to face, you know? And when when i saw you earlier today, we you know, i told you that i was feeling raw and sensitive and you know, that was that was really basically after right after hello. Yeah. So, you know, i’m doing that in it, you know? I’m sure i’ll do that with friends. I meet for dinner tonight. It’s not it’s, not unlike online when you can have a conversation about this or at least share your feelings when it really it just doesn’t deal with your data your day to day world, right? It’s it’s never going toe. I mean, i don’t want to say never as if any statement could ever be, you know, all all encompassing. But for the most part, it’s not going to hurt your organization to say something like, our hearts are going out to the victims and here’s a link to resource is or hears, you know, the the google spreadsheet that was created to help, you know, people say i found this person or this person is missing, you know, like that it doesn’t hurt your brand, it doesn’t hurt your cause, even though you might work on a totally separate mission to say, hey, we know this is happening, and we want to make sure that we’re one more post in your facebook stream that’s pointing to resource is instead of to something else, okay, excellent. Sabat well, we’re going to pick up with where you and i left off last month. It was march fifteenth with the fund-raising plan, we have just met and a half or so before we go away for a couple of a couple minutes, why don’t you just tease a little bit? Share what, what we might be talking about with respect to a fund-raising plan? Sure, i think last time we talked kind about the components of the plan and this time we can get and i think to the nitty gritty, a little bit more like what does a bee testing really look like in a campaign, especially in real time? How do you figure out what’s working and keep kind of iterating as you’re in the middle of the campaign and then also what does that look like for your organization? Who’s involved once the campaign is live, is it just that development director or other staff? You know, playing into that campaign on then even what does it look like on online? What is what is your website need to do to be responsive to the campaign? Okay, maybe testing. Yeah, i don’t i’m not sure that that really qualifies for jargon jail, i’m not really feeling like putting buy-in jargon, and it probably doesn’t even really qualify. But why don’t you just explain what a be testing is? Sure. So for the most part, you could test everything on your website just by saying, well, it’s, their people are clicking on it, they like it, but it’s a little bit more scientifically valid. If you say have two buttons and people when they came to your website, they’re being presented with one of two buttons, and then you can just leave it up for a few days and say, gosh, anyone that saw the blue button clicked three times more than anyone that saw the red button, for example. So, it’s, just changing one component at a time with two versions, so that you can figure out which works better and then start changing the next thing. And you’re directing people to both of them? Yes, simultaneously. Yep, i guess, randomly, exactly. Okay. And you, you have an excellent example in the book about the the clinton bush haiti fund, and we’ll talk a little about that. Ok, we go away for a couple seconds. When we come back. Amy and i will continue this conversation about about her book and and your fund-raising plan. Stay with us talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent, not too many live listeners today, i’m suspecting that a lot of people are if they’re online, they’re looking at cnn or some other some other news source that they trust. But i will say, live listener love out too. Forest grove, oregon and new bern, north carolina also since shu taiwan ni hao and for korea, we have listeners in seoul and young in korea. Buy-in yo haserot glad that you’re very glad, very glad that you’re with us. Thank you. Um okay, kayman sample word let’s talk about some of these details of of a be testing. What does this look like? Well, you can do it. I mean, even though we used the example before of your website, you can do it on anything. You know, you could do it in an email. Newsletters on little microsite, it’s. Just a page essentially, whatever. Wherever you’re trying to put content out, you could do a be testing. So it could mean different photos, different buttons, that text it could also mean having a photo or no photo. You know? Ah lot of organizations will do a b testing specifically around fund-raising with on that on that donation page, does it have a photo or does it just have the form or, you know, does it show maybe a image of some sort that shows, like, how they’re using the funding, for example, or what the project looks like that they’re asking for money for or again, is it just the form, you know? So and that’s it it’s going to change it’s not going to be the same for every single organization? You know, you have to do that testing because if especially if you’re an organization that’s used a lot of images in your campaign in your appeals that’s, you know, that it’s driving people to remember what, what this is all about maybe having that photo there again, we’ll just keep that emotional tie to the campaign. But if it’s your raising money for something that you haven’t been using, that kind of graphical support for, well, maybe people would get there and say, why do you have this random photo of a child up here? You know, so so you want it to be consistent, but you also want a test to see. What’s going to get the most completion on that form. Okay. And so i just said quickly before the break. But you are you are you randomly? Your technology is randomly assigning people too different a and b version that’s what? They be testing it first of a and b version. Is that right? What happens? So there are all different levels of sophistication, so you may be using a tool. Google has a, uh, baby testing tool. Optimize. Lee is another pretty sophisticated tool to use for that, especially around your website. But with email marketing, you could just say we want to send, you know, half the list, this message and half the list. This message or say you have a thousand people on your email list, send the the first one hundred message a the next one hundred message be and then wait two hours, see which one had more opens and then say, great, we’re going to go with that message to the other eight hundred. Okay, so this could be that instantaneous. We’re just a couple of hours. Exactly. Okay. Okay. Now, an email, a popular thing to test is a subject line, right? You could be having different versions of a subject line, right? Everything else would be the same. Exactly. The message inside is the same. But having, you know, a call to action versus you know anyone, regardless of which side you support anyone that’s on a political list. You’ve seen them testing those subject lines. You see messages coming almost every day during campaign season. Sometimes it just has one word. You know, sometimes it has your name in it sometimes it’s a really long call to action and that’s just those campaigns testing out what’s getting the most people to open this on the on the fund-raising landing page side, you have the example of the clinton bush haiti fund. They changed something so subtle, just the words within the button that you click right. The red, they have a red button and i have i’ve read that red is a very powerful colors. Red is supposed to be a very good button color for donate now for donation buttons or buy buttons. So they changed it from submit that the word in the button was submit to support haiti, and they got a fifteen percent increase in dollars per page view just something so subtle is that exactly and part of that, you know, some organizations think, well, we don’t want to write submit because normally, you know what we want them to do is donate or whatever their word choice, maybe, but if you have all throughout your website, if you keep using the word support, support us through your donations, support us by taking this action, and then someone gets to a page where there’s a button that says donate well, it feels really weird because you’ve already been consistently using this it’s other word, so that consistency is important, you know? And again, if if you go look on your website now and you see that on your your donate paige it’s the only place you say the word donate but the rest of the time you really are talking about, support us financially. That’s an opportunity to do some testing because maybe donate works for your organization, and you should change those other places where it says support or the other way around. Okay, excellent example, right of potential testing. Another thing they did there. There’s. This little geo trust verified icon. I guess that it’s a trustworthy site, right? Forgiving? Is that what that is right? And there are all different kinds of those, you know, whether it’s charity navigator, geo trust like all those different things that say, basically, we’re not goingto take your money and do something else with it, i guess again, there’s different levels of what these other certification sites mean to, but some places have found, you know, some organizations found that by putting those kinds of seals of approval, i guess you would say on the donation for more on the button, they saw a big increase, but others have found like they did. You know, when you when you take it away, you actually haven’t they well, they decode, they had to do when they when they took that away, they lost five percent revenue right per page view. Exactly. There’s a trusted icon similar to papal, verified on the commercial side. Exactly. So people have gotten really used to even if people don’t necessarily know what geo trust is or they don’t know what you know, charity navigator is they don’t know what they are, but the fact that it says it’s verified, you know, someone’s looked into these people, give some amount of trust, some of the things that you suggest it could be changed on dh tested form fields, how many form fields you have the donation amounts that air suggested those little radio buttons that you click ten, twenty five, fifty hundred and that’s a really big into change especially, you know, certain campaigns have found easy ways to to mix that up because if they had a number involved in the campaign, you know, if if the campaign was around ah, holiday and it was on the thirteenth or it was a military campaign and they wanted to use the six as there number, and so then you just have increments of six, and you, maybe you say sixty is the default. Whenever organizations test that out, often they find people that the hyre number really does get donated because they’ve just mixed it up a little, you know, they didn’t defaulted to ten, you know, they put it up there a bit because people will still put it down if they want to have a smaller number, you know, but showing kind of the idea with where that preset radio button. Selection is is basically trying to say this is the average gift. This is the normal donation. So it’s not, you know, we’re expecting you to do this, but, hey, most people are doing this one. Thats why its preset on sixty. You know, eso it just encourages people. Tio not think oh, this is just a ten dollar or that’s. Just the twenty five dollar normal donation, you know, so putting different numbers in there that are, like, thirty three and, you know, throws people a little. We have. We have tim sample on the line, tim samples called, and this is amy’s. Dad, he called in last month. Tim. Tim sample. How are you doing in oregon? I’m doing good. Doing good and plays it’s it’s already done, or or a gun or gone where? There’s no evil or we’ll help you. Oregon. All right, there you go. You go. Oregon. Are it’s not gone? There’s? No e at the end. Oh, thank you. Alright, oregon, but i’m right in the middle of work right now, but i’ve had an opportunity to come down on my desk and lock the doors. Nobody bought it. I’m at your disposal. Thank you, tim. You know, i wanted to ask you. I have here with me. You know, this little kind of sort of shrinking kind of wallflower, you know? Never not very engaged. Not very out there. What? What? What is she always like this when she was growing up? Oh, you’re talking about my daughter? Yeah, i know. I know. It’s. Hard to tell. Yeah. Yeah, alright, now, but without the sarcasm has always been a type a personality. Yeah, and always always engaged. Like, was she in? A lot of i could’ve asked her, but it’s more fun to ask you. Was she out there? Like, in activities in elementary school in high school? I mean, she’s, the online engagement, everything poster poster will do you good. Everything she could possibly get involved with. She was involved with her mother, and i tried to give her every opportunity to try every sport, every activity you wanted, you know, you know, as parents, we tried to do that for her can. My god, you’re a good example of amy. I tell this story. He probably doesn’t remember it. But in the second grade, i said anything. You got your homework done? Well, yes. He had two next day’s homework done the whole weeks on. John had read three chapters ahead. It was the last time we ever ask her if she had her homework done. Never had to worry about amy school or anything. Okay. And always self directed, always always getting right with it. And and i feel like he is right now. I know and engaged also always engaged with the public. Yes. Absolutely. Absolutely. How did we know that she’d end up a consultant and someone that people look to for advice about online engagement? Did you see this coming? I thought he’d be president united states by now myself? No, no pressure. Thanks, dad, but i didn’t want to go into politics. I amy always had a sense of what was right and wrong, you know, always interacting with other children. You know, she always knew what was right or wrong. She never made bad decisions that i can see. And if she did, she so well, i hit way didn’t know about it. All right, we’re back, but, uh, she has a sphere of alligators. Is that is that you’re doing? Is that is that you’re doing, she has a fear of alligators. Is that you’re doing fear of alligators. You’re not aware of this? Well, we don’t have many alligators over here where we live in oregon, oregon in oregon, oregon. No, i know. I never knew he had any fears at all. It was an example after a trip to florida. And tony will let me live it down if it comes up to you. Okay. Yeah, i have a fear of snakes. Oh, i don’t think i pass that on to her. I don’t know if alligators are reptiles like snakes are alligators may or may not be reptiles. Maybe maybe look together. Alright. Alright. We’re gonna let you go back to work, tim. All right, perfect. Thank you very much for calling the opportunity. We thank you that we don’t know if your daughter by tim sample. Okay. Goodbye. All right. I want to have some fun. Do that that’s fair. Okay. This’s. Tony martignetti non-profit radio. You are in charge of the shop. Future president. I know i the bar’s pretty high now. Yeah, i in fact, when alison find was here last week, i asked her if she thought that a presidential candidate could emerge outside the two major parties from online on. And she felt that it could eventually, but that we would see local, local lance’s first mayor’s maybe governors or senators, you know, but more local than presidential right away. But i was i had you in mind. I had your president cha operations. I don’t i want to. You know, there’s. Another election coming up it’s true only only only few years it’s. Really? Not all that far away. So exactly. Okay, but she felt it was possible. Do you think it’s possible for a for their previous president there emerges online. Yeah, especially. I think around someone from a grassroots campaigning background not political, necessarily, but someone that’s that’s already actively working online to bring people together for other social issues or other co kinds of campaigns. So so someone who’s in it in that way, i think, could easily cross over to say great. Well, now i want to run for for an elected position versus i’m just going to be the organizer that keeps this. Keeps this movement going. Okay. You have anybody in mind? Apparently i need to put myself in the street don’t talk about other candidate. Exactly. Were we stupid? All right, i will go on the record. What’s up today, never mentioning another candidate. All right, um, let’s oh, there was one more thing. I want to point out that matching gif ts is another possible, maybe another another possible testing. So oh, exactly the existence of or how big a match might be, right? Especially, you know, something to think about with phrasing of matching gifts is there’s the version of, you know, if we get to this number, we get that same total matched or every ten dollars gets matched. So then people think, well, my ten dollars isn’t going to mean much to this really big pot. We have to get two of twenty thousand, but if instead you say the matches, you know, dollar for dollar, whatever you khun give, how does that affect your community? Because some communities may really get behind the idea of, like, having to get to that really big number together and other communities want to feel like they’re five dollars, was still matched and still meant ten dollars, for the organization. So think about the way you use the match in your campaign, and several weeks ago, we had a university professor on from university of chicago. John list talked about scientific research around matching gift does. Does a three to one match necessarily pulled more than a one to one match, right and where and on dh, also, in the phraseology of the match, what you’re describing and that will show was on february eighth of this year. If you want to hear discussion about the scientific research specifically around matching gift excellent, we’re going. T take more of a break, another break, and when we come back, we’ll talk more about who gets involved in the campaign, some budgeting, maybe some calendar ring and things like that, and also tony’s take, too, of course, comes before all that. Stay with me. Good evening, dick, dick, tooting, getting dick, dick, dick, dick, you’re listening to the talking alternative network waiting to get in. Nothing. Good. 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M on talking alternative dot com. Dafs you’re listening to the talking alternative network. Oppcoll lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Durney welcome back, live live listener love for berlin, germany joined us good noggin on dh time now for tony’s take to my block this week is keep your marketing simple i’m going to try to adhere to that right now concise, informative, jargon free, i think it’s not easy to do, but i do think it’s worth striving for it just makes your communications so much simpler on the receiving end, whatever, whichever way’s you’re communicating, achieve least shoot for simplicity. My blog’s is that tony martignetti dot com, and that is tony’s take two for friday, the twenty sixth ono were who wrote this friday, the nineteenth of april, and that is the sixteenth show of the year. Amy who’s, who should be involved in this work and how are we going toe? I estimate the time that’s going to be involved in our online campaign? Sure, i think fund-raising campaigns just like any other campaigns organization, maybe running advocacy list building, you know, community engagement, etcetera can’t be thought of as something that’s completely contained within the fund-raising department, because ultimately there are e mails and there’s this a b testing on the website and all of those other components require all different staff from different departments, so it’s an opportunity to to create, i think, processes we suggest in the book where you will have regular opportunities for staff across departments, not necessarily like on all staff meeting, but staff across departments that are ultimately all creating the success of that campaign to come together, whether that’s like every week or however your organization wants to do it, to have a meeting where you’re all in the room at the same time, or all on video chat or whatever you want to do so that everyone’s talking about it. So as soon as you break that campaign down into the people that are in charge of the email never talked to the people that were in charge of actually counting how many people are coming through the form, then you’ve already said, well, we’re not even going to have the best conversation we can have with this campaign staff aren’t talking to each other, so creative process first, so that everyone involved is coming together regularly to talk about kosh. We saw that this button language was the best. Well, the email better have that same button. Language, you know, any maybe testing that you’re doing anything you’re learning about what’s working with the campaign should then be immediately reflected in all the other components. So how you either evaluate ahead of time staff time or recognize all those different pieces are maybe serving the rest of the organization. So thinking of of people in communications is not just communications staff that all they do is communicate, but they also served fund-raising and they also serve advocacy, and they also served programs. So what does that mean as far as your staff plan? And what does that mean for your value evaluation of staff? You know, those communications staff in this example couldn’t just say, well, my job is to send e mail and i sent them, but how, you know, how was your function in this organization, reflective of our success in our fundraising campaign were reflective of the success in our advocacy campaign so that it’s showing that that person isn’t just responsible for hitting send on thousands of emails but showing them even in their own evaluation, that they’re part of the whole organization success, which i think is critical for having all of you dafs buy-in toe working towards your mission. You know as soon as you say, well, your job is just the website. What their job is the web site because it’s serving the mission of helping people understand you know what your your cause is all about and so did did they lead the baby testing that help figure out that that button actually could have, you know, in increased by fifteen percent the donations that’s huge that’s, not just the fund-raising team that’s also that person who’s managing the website. What about the smaller shop? Just a two or three person arts group? I mean, how are we gonna build even ah, modest campaign into what we’re trying to. We’re struggling to keep get getting done day in, day out, right? I think, for smaller organizations, but really, the same lesson applies to everyone. Ah lot of of the components of the campaign are actually developed way in advanced. If you’re collecting stories actively as you are working with your community year and you’re keeping those stories not just on a piece of paper in your desk, but, you know, kind of like a story bank you have you have ah, bank. You could draw from of all these different stories then in that moment when you need to create a campaign, maybe it’s a response of campaign because some horrible event has happened and you want to make sure people are aware of your services. You know, for example, you have that content. You don’t have to then spend a week developing. Okay, who’s, who from our community do we want to talk to? You know, where could we get a story about our services in action? You’ve already created that content in advance. So especially when you only have two people, the more you can do to just kind of be librarians, you know, tio, cart, chronicle and archive all that you have all the time so that you can really easily just say that’s, you know the book i want that’s the story i want off that shelf and let’s put it into this email. And then again, a be testing is so, i think, critical for really small shops, because if you really can just say we’re going to send this e mail to one hundred people each and then know that the one that got more opens is what we’re going to send, even though it took you maybe an extra five minutes to go back and say, okay, now, send this list. That was a really great five minutes, because it means you’re getting that many more people opening that message let’s, look it. Ah, um, budgeting our campaign may involve some adwords. Facebook, facebook, yeah, how are we going toe? How do we figure out what what we should be spending money on is beyond the time. That also is an indirect, indirect cost, right? First, obviously, you know, you have to have the caveat of it all depends what’s your campaign about where is your community? Ah lot of people have have realized that you’re not necessarily just going to make all of your money from your fund-raising campaign on facebook, but a lot of those people that are participating as donors, maybe on your facebook page. So thinking about how you budget for promotion of the campaign versus budget, for the call to action, you know, you may want to just invest in having ads showing the efficacy of your work so that when people are then emailed a call to donate, they’re like, oh, yeah, you guys do really great stuff. I do want to donate via email because that’s, my, you know, i’ll just click don’t and go to your website, but maybe it’s different for your organ community. Maybe your community doesn’t really know, and they just need to be told, like there was a disaster and donate, you know, it depends a lot in the circumstances, i think it’s also, especially with things like facebook, where they’re changing the algorithm like every five hours you have to do so. May be testing, you have to invest in that a be testing. So you know which of these ads are working better? Do we do promoted posts, or do we do ads? So some of it is just having a reserve of that advertising budget to test with and you don’t have to spend a lot of money, you know, like facebook ads or not expensive, right? For probably fifty dollars or so you could oh, exactly, you attest? Oh, for sure, yeah, and the problem or the great opportunity that could become a new obstacle for organizations, is that when you get in there to do a facebook at our, you know, promoted post, you’re you’re presented with the opportunity to pick like which gender location, background so many details that it can either be overwhelming and you just say, well, i just want to go to everyone, and then you’re going to run out of that fifty dollars budget instantly, you know, or you get so narrow and who you want this ad to go, too, but it never really goes to anyone, so i think there’s a little bit of opportunity, teo play even just with that. That scale of who do you really want to promote this to? Who is your donor and what do you know about them? Which goes back to what we talked about months ago, about how, you know, investing and knowing who your community is first, so that you can say the right things on the right channels, and i appreciate that your advice always is. What are the goals of the campaign right now, and not only to raise the money that that? Well, actually, the campaign may not be about even about money, but may not only be the explicit purpose of the campaign, but also to grow engagement in the long term, bring some new people to the cause may not even buy-in respond to your call to action, but now they’ve joined your community exactly, exactly, and for them this you know, your campaign that maybe their friend donated to was the first time they had heard aboutyou, but they’re now hearing about you in a really trusted way, because they heard that a friend not only supported your work but gave money to your work, and now they just wanted follow along, and eventually you can. You know, encourage them up that ladder of engagement to become a donor as well. And in that respect, not everything in your campaign has to be about the call to action, right? I mean, i know i guess you want the called action to be frequent, but there can be things that are informative beyond the call to action. Exactly. I think a lot of organizations were shook about a fundraising campaign, i think. Okay, first and foremost, they are donating to this campaign. They’re going to donate to this campaign. They really get that out there, and then people donate and then there’s nothing else, you know. So people feel like, well, i did the thing, but there has to be more aiken dio so recognizing that there is always more they khun dio having that thank you, paige pushed them to the very next step. What’s, the next step for you is that great. Thanks for donating here’s the button to share on facebook that you just donated, you know, or is the email confirmation encouraging them to share their story about why they donated so that now you have one more story and your story bank? You know, so think about what people can do to still feel like they’re contributing to this forward motion because they already donated, which is huge, so don’t take someone who’s willing to take a really big action and then just dropped them off, keep them, you know, sustained that engagement and keep them engaged so that you can ask them to donate again, you know, if they haven’t heard from you, and now you’re asking again for them to donate, will they feel like don’t you remember that i already donated? But if you’ve said, you know, hey, share this on facebook? Hey, give us your story, etcetera, and then you say thank you for donating. Please help some more. They feel like yes, of course we are trying to get there together. What is ah, home page hijack for-profit it’s called many things, but basically i’m sure most people have experiences when you go to a website and you just, you know, landed on the website haven’t clicked on anything, and then something pops up. Even the new york times does this you you think you’re going to go? Read an article from the new york times that your friend just tweeted that and there’s a thing that pops up that says, don’t you want to pay for new york times content? Why don’t you subscribe? That’s that’s ah, home page pre-tax, for example, it’s basically a light box that pops up and says, whatever you thought you were here to read. This is what we want you to read and it’s great for people that if they really are just hitting your home page because maybe they were, you know, searching online for something and came to your website, they don’t know or you have directed people back to website, and it can pop up and say, this is what’s happening here is the called action here’s, that big red button that says support haiti or whatever, and obviously they could close out of the box or lorts like autumn, it etcetera, but the fact that it makes it super front and center left, literally front and center on the website helps direct that traffic into the call to action where you could maybe instead of them seeing your home page that’s, you know, normally fairly generic has lots of navigation, et cetera and drives them to a page that’s just about the campaign, you know, really focused. They can see the donate form they khun see whatever helps funnel people just to the campaign instead of accidentally clicking unlike, oh, what is this organization about? And what do you do and what’s? This other thing? I see a photo of, you know, it just helps funnel people in where you want them to go. You have advice about how frequently someone may see that home page hijack, so maybe it shouldn’t be more than once a week person and the technology will support that our exam twice a week per person or whatever you think exactly, yeah, i mean, it’ll where people out if every time they go to any page of your website, they’re getting this pop up essentially, you know, but if you can say yeah, once a week or the first time someone comes to the website because maybe outside of a fundraising campaign, you could use that for many things you could have it say, join our email list, you know, subscribe to our news, whatever you want that pop up to be so if you see that every time well, gosh i signed up a week ago, and i’m seeing it every day, you know, so just may be the first time that i p address hits the web site, you know? We’re going to take a break in about a minute. We want to have some print possibly to be in support of our campaign. I want to just open that topical bit. We’ll talk more about it shortly. Sure, i think print is actually a great medium, especially for fund-raising still one of the main drivers of fund-raising effort so looking again at that piece as a way to frame all of the content that’s going to come later because you’re going to be ableto change up at the very last minute, what you tweet and what you put in an e mail, etcetera. But if that print piece supports that overall called to action, the overall message and maybe has just won fairly general story that you can then really dig into that story of what that person’s you know, experience was or what those services mean to the community. It’s a great way to frame things as a oh, yeah, i remember this, you know, every time. They didn’t get an e mail from you. Alright, we’ll talk more about this and the fund-raising plan in general. When we return with amy, sample ward. Stay with us. You’re listening to the talking alternative network. 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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. Talking alternative radio twenty four hours a day. Dahna hi there again and welcome back. Uh, anything more than you want to say about print in support of this, i would i would add that prince should certainly be needs to be in this fund-raising calendar with a campaign calendar that we talked about last month and it’s something that we’ve talked about in the past, i forget what episode number, but we talked about competition and how teo, you know, if if you were doing a phone bank, for example, of donations and you and you mentioned the research shows, at least if you were to mention, you know, the previous collar don’t thisyou know people are more inclined to say, well, i’m going to do that if someone else did print is a really easy way to do that as well, because you clearly know where they live, you are mailing something to them. So say, on average, people in your neighborhood donated this last year to our campaign. Oh, my gosh, now they like now i’m going to look in on my neighbor’s like which ones of you donated one hundred dollars? Now i feel guilty, i’m going to donate a hundred dollars, you know? So so keep those same principles that you use online with making it be a riel story, having it connected to something directly when your mission have a very clear call to action. But then take advantage of that local competition that peer pressure of this is this is really, really in your neighborhood. But also this is how people are actually helping us. So you should too. We can also have competition in telemarketing right in our telephone call once just remind i think this may have been last month, but in the way that callers are greeted and encouraged or thanked for their past giving, there could be some competitiveness. Exactly. Exactly. So i’m not just saying like, oh, thanks you want to donate, but also, you know oh, you have reviews caller exactly. The previous collar donated this. And if you can, if you can hear sometimes, you know it’s it’s hard to just make a judgment. But if you could hear that it was a male calling and you could say, oh, well, the man before you donated this if you if you have that opportunity too, to be gender specific, the results or even hyre from studies that say, you know, once i’m told the previous collar was a woman and she don’t even more than me well, man, i want to donate as much as her, so all right, let’s, let’s wrap up our campaign with the thank you’s yes, thank you’s are critical and thank you don’t have to be at the end of the campaign. Thank you should be every time someone’s done something, so when they sign up for that email lists, you know, thank them if they donated, thank them, but also do that thinking in public when you can, you know, you’ll see people in the campaign putting on facebook that they, you know, because they got to the thank you page, the confirmation page, and they tweeted or they posted to facebook that they just donated, well, that’s a great place if the organization is then liking that post you, you know, privacy settings are such that you can see their post or on twitter, the organization is retweeting them to them that’s huge validation the organization noticed that i just tweeted out, you know, that i donated and i’m i got retweeted or i got thanked publicly and that certainly doesn’t take, you know, a lot of effort. You’re not creating any new content. You’re just saying thank you very much. But it can mean a lot publicly for the community to see those individual voices being thanked. How do you feel about the mailing of small small tokens? Oh, yeah, of gratitude. Oh, i think i think a hand written note, even if all it says is, you know, tony, thanks so much for your donation. Amy. It was a hand written note. It had to go through the mail. You know, it means a lot. Exactly. Could be something online, maybe maybe a little gift certificate or a discount to a site or something. Exactly how else can we say the small ways of saying thank you, right? And there are lots of ways where you know it. And ten we can say thank you by saying, you know, to thank you for what you’ve done here is a free webinar, for example, you know, web in our past. But for other organizations, it can also be an opportunity to say, because you donated, you’re now invited to this event that’s only for our donors. You know, so you’re also providing access to something that is otherwise exclusive, and you can use that as a way to say, hey, all of our donors are going to be joining us at this, you know, a local place that everyone knows is really fun or, you know, historic or whatever come join us in this, and it doesn’t have to be, you know, because he’ll be a national campaign, but you could say if you’re a donor, you’ll get the link to the live stream and you get to be there for this interview with our founder or whatever, and even if people don’t want to go it’s still saying, we know tony, you donated, and we want you as part of this conversation, just the act of inviting exact is very, very it is very gracious, exactly in larger organizations that i that i work with, well, often invite people on the other side of the country to a luncheon that we’re hosting in new york city to to say thank you right way don’t expect them to come. We know the observers are tiny that they will, but the act of the invitation what if they were going to be in town for other business where they were going to be in town meeting with someone, and now they can say, oh, while i’m there, i’m also going to go to this luncheon because i donated and that’s really cool, you know, i’ve never asked you this. You’ve been on many times. What is it that you love about the work that you do, this whole body of work that you that you’re involved with? What is it you love? I i love the people like i love that we are in a position to get to support not just one person that we’ve met, you know, and, like, help them do whatever, but we can help hold communities that’s really exciting, you know, or that you can help all of those people in the community know that they’re in a community. I mean, i think that’s the really exciting power of the internet is that people thought i’m the only person that has x y and z here on the only person it’s experienced this, and now they go online like, oh my gosh, i’m not special at all there’s a million people who’ve had this and so part of it is that that feeling of like, i’m not special, but i’m not special because there are so many of these other special people you know, and getting to find them and create community with each other, even when you can’t all be physically in the same room. Her latest book is social change. Anytime everywhere you’ll find amy’s blawg at amy, sample ward, dot or ge once again, a pleasure. Thank you for having me. Be sure and thank him for calling it. I will it’s dad, dad to you? Yes, next week policy versus paper clips a conversation with eugene fram he’s, professor emeritus at rochester institute of technology. Dr fran is author of the book policy versus paper clips introducing non-profits to a corporate model of board governance to cut out the minutia from your agendas so that the board can focus where it should on policy and planning. We’re all over the social web. One example twitter can use the hashtag non-profit radio to talk back after the show. Tell us how we’re doing. You could tell me how we’re doing. I’m at tony martignetti you can follow amy sample ward she’s at amy rs board. We know that the army’s for rene handup, our creative producers, claire meyerhoff, sam liebowitz is our line producer and assistant producer is janice taylor. Shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. I’d hate to contract a chronic or acute disease. In the meantime, that’ll be one to two p m eastern on talking alternative broadcasting at talking alternative dot com. Hyre oppcoll are you going to do? You’re listening to the talking, alternate network, waiting to get in. Nothing. Upleaf hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at w w w dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society politics, business it’s, provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening tuesday nights nine to eleven. It will make you smarter. Dahna hyre

137: Followship & Social Media Boundaries – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Allison Fine, co-author of “The Networked Nonprofit.”

Gene Takagi, principal of the Nonprofit & Exempt Organizations Law Group

Read and watch more on Tony’s blog: http://tonymartignetti.com

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Dahna hi there on. Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Have you read it to review the show on itunes? If you haven’t, i’d be grateful if you go there. I know you don’t have to go back once you subscribe, but i’d be grateful if you would make the trip here’s what some people are saying in reviews gold for non-profits the best non-profits show period although that person had eclipsys after that period. So it’s period eclipsys i’m amazed at the variety equality and depth of his interviews. That person probably thinks i’m shallow. Otherwise he wouldn’t have been amazed he should just be fulfilled and his expectations being met. You have no idea what the trouble i went through to put those three reviews up their different accounts, i had to go to a public library, use the computer there. So please supplement those three that i put up with with your own one two, five star rating and and review the show. I’d be grateful. This is friday, april twelfth and i very much hope that you were with me last week because i would develop acute pancreatitis if i heard that you had missed talk between the generations. Phyllis weiss haserot president of practice development council, is a consultant and coach in cross generational communications think sixtieth, sixty ish boss and twenty five ish employees or seventy year old fundraiser and thirty year old donor-centric ship, phyllis had strategies for understanding and working across the generations. This week, followship alison find, co author of the network non-profit, has been thinking lately about opening organizational culture to allow non-profits to be more reactive to the interests and motivations of their followers, while still keeping oz insight and she’s going to share her thoughts. Also, social media boundaries. Our legal contributor, jean takagi from the non-profit and exempt organizations law group neo suggests rules for your use of social media it’s not a free for all for your employees and volunteers, jean will help you stay out of trouble between the guests on tony’s take two. The irs is still using form nine ninety to inquire about your compliance with state charity registration laws. Sounds thrilling, but i can make a lot more interesting than it sounds. My pleasure now to welcome alyson find she studies and rights at the intersection of social media and social change. She’s, author of the award winning book mo mentum, igniting social change in the connected age, published by wile e. Her latest book is the networked non-profit co authored with beth cantor, also widely published. She’s, a contributor to harvard business review online that’s at hbr dot or ge she hosts a monthly podcast for the chronicle of philanthropy called social good. I have one of those, too, and she blog’s a fine blawg at allison fine dot com. They’re two l’s in allison on twitter, she’s at a fine allison with two l’s welcome to tony martignetti non-profit radio. Thanks for having me, tony. I’m delighted to be here. Thanks, alison. Um, you work at the intersection of social media and social change. It sounds like a crossing guard. Yeah, what’s their what’s it that intersection well on off a lot of activity, uh, and a reshaping of institutional life right now. Uh, whereas what used to be on the outside for institutions are in use on the insider is out and that’s the kind of changing of the contours in the landscape that i’ve been taking a hard look at the last several years. What do you mean what’s in was what’s out was in what it’s in is out? What do you mean by that? Well, so imagine tony, you’re running a small social service agencies surety and there are bloggers out there and tweeters and a whole bunch of other folks who are interested in your issue and they’re looking hard. So those folks who used to be on the outside not really able to see inside are poking around now, and they’re talking about your issues and they’re talking about your organization and on the other side, the staff of organisations, whether organizational leadership of likes it or not, are on social media channels and talking about the organization. Well, so what used to be on the inside is now on the outside, uh, and what it does mainly for very traditional non-profit leaders gear the heck out of them. Yeah. There’s ah, right. Scaring about scared about losing control. Yeah, they already lost control. Go continue to care that they’re going to lose it. Okay, on dh. What are your thoughts around? Followship? What do you mean by followship? So now we’re looking at an environment and ecosystem where organizations are flatter, some by economic necessity and others because they’re using social media and networks better and, uh, there’s this changing relationship, as i said between inside and outside and the reality is tony, that people who are open toe helping causes and non-profits aren’t sitting back on their couches waiting to be told what to do, they aren’t waiting for the latest press release to come out, so smart organizations are understanding that in this new environment they have to lead by following their crowd and it’s a very different dynamic. It doesn’t mean they’re not leaders right there setting big goals and saying to folks were trying to get from here, there, you know, we’re trying to end homelessness, we’re trying to reduce obesity, whatever the big goal is, but we need you our crowd to help us get from here to there, and you’re going to do that by being creative and energetic and working side by side with us. But why do why does why do i, as the leader of this very well run? Stewart lee run very efficiently run very productive social organised social service. Organisation that that i’m head of why do i? Why do i need to follow? Don’t i know the goal? What you say you like to say, oz and and how best to get there? I mean, i have a strategic plan, i have a board we’ve we’ve interviewed like minded agencies in the town, in the in the community, we’ve included our community in those interviews to produce that strategic plan. I mean, i think i know best i’m sure you d’oh uh, but the bottom line is, tony, you might think you know best, but social problems are enormously complex. We aren’t making progress in a lot of areas, and if organizations are very honest with themselves, they’ll see oftentimes the lack of progress and we can’t do this work alone, we have got to do this work in communities with communities, and the only way to do that is to treat people as part of your effort, not the foot soldiers doing on ly what you asked. So you’re taking a look at the fact that, uh, things like hunger and poverty and homelessness and domestic violence and climate change any literal way economic we’ve been at these things for generations, you know, so look, over the last thirty years, the needle hasn’t moved on these things, not because we’re not trying, not because there aren’t smart people doing the work, but because they are enormously difficult to solve, and institutions alone can’t solve them. It’s very dismaying to me is i think about all those things that we’ve been at for for generations, but don’t be dismayed, tony, because the great news is we’ve got this, you know, very vital, robust, energetic new way of looking at the world using our social media tool kit oh, and engaging networks of people to do great things, but you’re very encouraged, okay? But you’re concerned also, that people are that leaders are not engaging in the right way. They’re more following their their written strategic plan or they’re they’re treating as you suggested constituents as foot soldiers, you know, do this now, volunteer now sign the petition now. Donate now come to our event, uh, and and and they are exhausted. I spoke to over five hundred social service leaders in wichita, kansas yesterday. Lovely, lovely people. And they are exhausted, tony and they are struggling financially and they’re getting burned out and this is a large reason why pushing the boulder up a hill by yourself as a siloed institution is not an effective way of working. Okay, we don’t have to do it anymore. We have an alternative. Okay, followship is our alternative that’s? Exactly right? Okay, i’m not just made anymore. I’m already uplifted and just just ninety seconds you turn me around all right? So you want teo, you say, you know, take down silos, break down walls, open the culture wei have just like two minutes or so before our first break. What’s our what’s, our first step we need to know where these people are, what they want to do. The first step is listening. Yeah, right. So the first step is once you have come to the understanding of i need to work different, like, you know, there was a world out there that i can connect with. But i have to do it in the right way. Then you begin by listening. What are people out there talking about in regards to my issue and regards, maybe to my institutions. And how can i best help them more listening than we did in the interview’s for creating this music plan that’s exactly right? I’m in a more natural wave of listening through conversation like tony, right? This isn’t a science. This is being human and asking people tell me what you think. Tell me how we’re doing. Tell me why you were dismayed last year when we didn’t do act. I really think social media provides an opportunity for us to re humanize ourselves out there. So i, as the head of this social, i’d like to be ceo of a rather executive director. Okay, president, ceo of this social services so i khun b or i should be engaging directly. Well, you know, social media is not a spectator sport contact sport made everybody hands on and in order for you to run your agency, i think you’ve got to be engaged with your community. All right? I don’t want to break my collarbone. No, like that baseball player did just yesterday. That would be bad. That was just too much contact. But you can’t go on injured reserve. We need you on the field. Okay, on doubt. I mean, i could be having face to face conversations with my folks, too, right? Yes, thanks for the reminder. I never, ever want to give anybody the impression at social media, a substitute for in person engagement. It augments it, it never, ever take the place of it. We’re gonna pick up right there. We got to go away for a couple of minutes. I’ll have some live listener love when we come back and continue this conversation with alison, fine about followship. She’ll stay with me, and i hope you do, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated ghisolf dot com or it’s. Six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. 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 konnichiwa live listener love to tokyo and support of japan. Konnichiwa. Welcome back to big non-profit ideas for the other ninety five percent. Live listener love also california. We got san francisco and tustin, california. Welcome, san antonio and clifton, texas live listener love to you as well on dh lots of others to come. All right, alison, what should we be listening if we’re gonna be listening? We need to be asking questions of the folks who are connected to our to my cause. What? What? What questions should i be asking? Well, it’s it’s going to depend entirely on your particular cause, tony and and where you are and your life cycle of your organization you just starting. Are you? You know, more mature. I really strongly encouraged people to actually start by just listening and not speaking. Not something that we are taught to dio anywhere. I didn’t take a graduate course in it, did you? No. And in fact, when i was in the dark days when i used to practice law, i was i was always upset that there wasn’t a billing code for listening or thinking that was another there’s never a code for. Thinking i always had to be doing something, producing some documents, some delivery ble what couldn’t i just bill half an hour for thinking about your case? I couldn’t do it. No, i i understand that. And we, you know, in the nonprofit sector b value, dizziness, a great deal. Uh, but it’s very important to get a feel for what people are talking about, what they’re passionate about, what they’re interested in and then to begin to practice asking questions. There’s a great irony, tony actually have to remember howto ask a good question because organizations aren’t good at it we’re so used to broadcasting, though, used to wrapping up ourselves and talking points that are closed, that learning how to honestly openly, authentically asked a riel question that you want to know the answer to that you don’t already know the answer to take some practice. And, of course, this all feeds into riel engagement in the social networks. Exactly. Exactly think about it, tony, think about the number of times you’ve been approached by a non-profit right that there is a they send you a press release or they send you? Ah, you know, direct mail piece. And those aren’t conversations, right? Those they’re just messages being sent at you. You know, it’s a broadcast broadcast right now think about the difference of if you got from somebody who said, you know, i know that you came to our event last year. Um, how’d it go for you? Would you think about it? What do you think about us? What can we do? Better but that’s a conversation. Okay, okay, now we need to ah, keep our goals in sight. Um, you’re just you want us to be you want me to be flexible and how i get to them. That’s exactly right. There’s a group called epic change epic epic change. Okay, they are raising money to give to for global poverty alleviation. And the way they go into every year is they create a facebook group. They invite their, you know, folks duitz expressed an interest in their cause or rather than few fewer into the group they here’s the goal for the year. We’re trying to raise x amount of money or we’re trying to work in a new country. How we going to do it? How we’re going to get from here to there and people really engaged, it takes those great facilitation skills. That’s what followship is all about right? It’s, not the wild west you’re not just letting it go anywhere it wants to go. You’ve got to be a great cocktail party host to make that happen, right? Keeping the conversation going, but it really is being respectful of the creativity and smarts of your supporters and engaging them in a process of getting you from here to there. What am i going to say to my board that looks at me let’s say this is a five year old agency and i’ve got ah, oh, seven hundred fifty thousand dollars annual budget, right, trying to keep it fairly modest, but, you know, i’d like to have achieved something in five years for pete’s sake. Um, my board expects me to be the leader. What am i going to say to them when i’m asking when i’m asking them to allow the agency to be flexible and taking tio not only take into consideration, but follow the follow the lead of the crowd? Uh, with so if you have a very skeptical board, which would be a shame, right? We really got to think about who serves on board and and why we keep packing them with so many lawyers. Yes, much bigger topics for life, right? Because, lord find on certainly uncertainty very, very unsettling. Yes, you well, now. Ah, so if that’s the kind of bored that you have, what i strongly recommend is that you try followship as an experiment, take one small area in which you work for this year, maybe it’s one fund-raising event, maybe it’s one new program or revamping an existing program and try out the idea you’re not throwing the whole organization out. You’re continuing with the things that work. But you are figuring out a new way to work with people that will be particularly appealing to younger supporters. That’s, i think, is the case you could make any board. Okay, we’ll take it and we’ll take it in bite-sized pieces. Could it be? Could we do this around an event? Absolutely. You had suggested the event earlier. How do we do have a wee look what could have done better? Think about the difference tony of posting on facebook from a group that you’ve liked that says march nineteenth is our gala dinner buy your tickets now from a post echo’s up six months earlier that says we’d like to do a spring event. What kinds of things have you been to lately that you like? What kinds of things do you think we could do and start a conversation about it? Which one do you feel more excited about? Yeah, i’m going to participate in the latter. Mohr you engaged me now i have a pretty sizable ego, though. It’s gonna be hard for me now. All right? So you’ll help me persuade the board. Now, i have to now have to persuade myself that i don’t have all the answers in our community geever so if you feel that you have all the answers, i would suggest social change work is probably not a good fit for you. Therapy is probably wise psychiatry, perhaps even psychotropic drugs i’m already using them. I’m afraid already on psychotropics led me to this delusion. This is really, really hard work now, okay? It doesn’t mean that we don’t need mars confit and people running organizations. Of course we do. But if their ego is so large, they don’t allow other people. To help them solve large community problems, and they’re not going to get very far because these are collective problems that need collective solutions. You’re critical of president obama’s campaign back from two thousand eight what what happened there? I don’t think so much in two thousand eight is as opposed to this last one, so two thousand eight it was great fun, right? They let people come in and gave them a menu of things that you could do and let them go, which is great then they forgot about them once they got elected. I didn’t quite know what to do with a multimillion person proud once they got into the white hot right house because, you know, forbid somebody should talk about marijuana or something that made them uncomfortable. So they put them all into a direct mail, dona base and that’s. What they did this last election cycle was that they had a very clear, tightly controlled, um, ways of managing people as fundraisers and as voters. And that was it. So i found the last cycle enormously disempowering for people. Zamora how they treated the two thousand eight followers. Exactly in two thousand twelve you don’t really think you’re so smart and creative anymore. We don’t really need your help that way. All we need are your checks in your vote. People have a lot more to give them that ego. We know it now. We’ve been in office for years. We know what we’re doing, we know what we’re doing, and we’re going to control this thing to get from here to there. Allison fine is and author most recently of the network to non-profit, which is widely published and that you can find it on amazon. You can also find it on the barnes and noble actually found it a little less expensive at barnes and noble. Um, and i want to send some more live listener love, so to new bern, north carolina, frederick, maryland, and lasalle, illinois live listener love we have listeners in china knee how that’s from shanghai and hei bai, the asian continent very well represented for tony martignetti non-profit radio. Thank you. I’m glad you’re with us week to week. Um, alison, do you think a a presidential candidate could emerge from the social networks? I think what we’re going to see tony is we’re going to see it start at a more grassroots level. We’re going to start to see some layers around the country and then some governors who come up this way. Uh, it’s too hard to try to scale this at a national level first, i think, but you’re going to find somebody who’s very good at this. And, you know, rand paul could be that person because the tea party really get followship or there really are they particularly grassroots organizing online in a way that other people down they are particularly good at online engagement there. Fenton, stick at it. How so? What? What does that they do that you admire? Uh, they allow lots and lots of people to talk very loudly. Right? So being loud doesn’t bother them at all. A part of their dna. Being loud bothers other organizations and awful lot. It scares them. They support local organizing without having a need to try to control all the local organizing. They’re fried or foundation does the same thing right gives you an idea of what you should be doing. So the local p party talk. About these kinds of things, but when and how you do it that’s up to you say the name of the foundation again. You cut out. I’m sorry. The surfrider foundation. Thank you. Surf rider. Okay, they’re fried. Er it’s a non-profit thirty five years old in county started in california to provide coastal cleanup. They have hundreds of, um, chapters around the country. And tony, they basically let them do what they want to do. If you want to mash up our logo, go ahead. If you want teo street cleanup this year instead of coastal cleanup, go ahead. And in the end, the spokes do an amazing amount of work on dh. Just engage thousands of volunteers in this third rider. Like the tea party, i understand that you can provide big goals. You can provide the contours of what we need done and then let people go. Those are excellent examples. I never thought of the tea party as as such a good example of online engagement. But yeah, everything you’re saying is true. They do. They said broad outlines and and then they have hundreds of local activists and i mean and low under the local. Chapters and they’re not worried about descent. They’re not worried about disagreement, they’re not worried about some yelling. You know what happens to awesome with organizations, tony, is they’re so concerned about anything that smacks of criticism that they find it very difficult to step outside in unguarded ways. All right, um, the strategic plan that i’ve mentioned that we my organization spent about twenty thousand dollars on for a consultant to help administer and do the interviews and coalesce, and we had that nice powerpoint deck that they presented to the board a year ago. What am i going to do with my strategic plan? Throw it out. Oh, allison, fine, i said i was being very polite when you mentioned it the first time, and i didn’t bring it up. What a waste of money it was. Well, all right, let’s, talk about it now, because i’ve got my board on board and i’ve set my ego aside. That’s a very big step. Yeah, but it hasn’t solved the problem yet, right? So look how many groups you know that spent all that time and money on a strategic plan. Do everything in the planet at the end. Go the boy. That was the best thing we ever did. All right, maybe one or two over my career. Mainly. What you hear is holy, who spent a lot of time on that thing for sure. And in that process, you know, closer to your community as an organization, right? You had an outside or talk to them a zoho you couldn’t talk to them, which i don’t underst dan oh, that’s interested? Yes, i can’t talk to your community. That’s the core got a scientific approach, tio data collection because that’s the corner of their plan. You know, i was a program evaluator for a long time, tony. So you know, i have respect for people who collect data, but to say that you need an outside to come in and interview stakeholders for your organization, as opposed to the conversations you should be having every day with the people who are most important to your efforts. I don’t get it. And then the worst part, though, is pretending that we can project out years at a time. Right now, when anybody who’s successful in business will tell you right now that you can’t plan out more than a year? You just can’t your troublemaker. I am okay. And i’m small, so people really kind of leave me alone. I admire troublemakers. I like things to be shaken up. It’s a school during you call a pot stirring okay? During, right? Something that pops. Not so much troublemaker. All right, i’ll call you troublemaker. You call yourself a buster? How does the occupy movement do? Just we just have about two minutes left. What’s your assessment of them. I think that, uh, i think it’s fascinating. I think they did a great job of turning out. Ah, lot of people. But i think of that kind of organizing tony like a pointillist painting. It’s one dot and it’s going to take a lot of dots over a lot of time for that thing to mature. It’s. Not over yet. It’s just in its infancy ilsen. Fine. I hope you’re going to come back. My pleasure, i hope. It’s been my pleasure talking to you. Thank you very much. Alison. Fine. Her latest. My pleasure. Her latest book, the network non-profit co authored with beth cantor. You confined it. Amazon. You can find it at barnes and noble and on twitter, she’s a fine thankyou again, alison. My pleasure, tony talking. We’re gonna go away when we come back. Tony’s, take two about some charity registration technicalities and then social media boundaries with jean takagi. Stay with me. Ditigal lending the dude in the good ending, you’re listening to the talking alternative network e-giving. Nothing. Cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Dahna and i’m tony martignetti tony martignetti non-profit radio time for my take to taxes are on everybody’s mind april fifteenth coming up so i’m talking about the tax form that charity’s fill out the nine, ninety and between that form and one of its schedules, there are two questions that probe your offices compliance with state charity registration laws, which i always think is interesting that’s a federal agency questioning whether you’re complying with state laws. It’s not a good idea too fudge on those questions because you’re nine, ninety assigned by an officer under penalty of perjury. So you want to be conscious of your compliance with those registration laws in each state where you are soliciting donations, it’s not enough to just be registered in your home state if you are soliciting in other states. The post on my block is irs continues inquiry on charity registration compliance the block is that tony martignetti dot com and that is tony’s take two for friday, the twelfth of april fifteenth show of the year jean takagi is with me he’s, our regular legal contributor to the principal at neo non-profit and exempt organizations law group in san francisco he edits the popular non-profit law blogged dot com, and he is at gi tak gt. A k on twitter. Jean takagi, welcome back. Thanks, sonny. How you doing? I’m doing well, pleasure to have you back, it’s, good to talk to you. We don’t want to need to set some boundaries around social media. Why do we need more than just sort of usage guidelines? Well, let me first get some of your opening comments, tony, dark days when you’re a lawyer. Oh, yes. So you have a song about just go i jean i you know, i i love that you love the practice of law, it did not do for me what it does for you, but i appreciate that, tony, it definitely isn’t for everyone. And i heard alison’s comments as well about lawyers finding uncertainty unsettling on probably being deal breakers and, well, now i don’t think she said, did you say deal breakers? I know should i sort of added okay, well, let’s, not let’s, not put words in my mouth because defamation is one of things we’re going to talk about your there we go. So part of the reason why you need you need rules in this game. And so i actually agree with ours that lawyers do find uncertain uncertainty unsettling, and we can sometimes be deal breakers, which are my words and part of the reason why is that? Because if we give advice, tio some organizations and, you know what, consultant were to give that advice and has ninety nine percent effectiveness and ninety nine percent of the organisation it works really well, there is that one percent it might not work well point, and they might actually get in trouble using that advice with the lawyer we can’t afford to do that. We’ve got to make sure that we’re protecting one hundred percent, which means we can’t quite be is aggressive in some ways in other ways we can let organizations and our clients know how we can empower them to let them know what is okay to do and that they should feel comfortable doing it, that it may be part of theirs, their duties in terms of furthering their mission in order to engage in those things. So that’s one of the reasons why, why we wantto have rules so there’s a better understanding of how to play this game of using social media. And, you know, i think, tony, when you play any game, we should read the rules first, right? They understand what you’re doing. My favorite game is monopoly. I don’t like other players to read. The rules just, you know, yeah, i know. And then and then, you know, i have a good eye use the rules of sort of guidelines, and then, you know, i’ll borrow a little from the bank and things like that, you know, at below and at below market rates and things like that let’s go actually into a couple of those things that you talked about borrowing money from the bank, okay? Let’s say, you know, we organize this nationwide effort and have our volunteers go out and create different events fund-raising events in, uh, in different locations throughout the country, on behalf of our organization and furthering our movement. Well, let’s say, we’ve got ten of these things going on in seven go really well, can we gene, can we taken example? I’m thinking of ah, move on dot or ge, they are frequently get their emails, attend an event in manhattan or the bronx or, you know, can somebody in well, they know that i’m in new york, so they don’t ask me to host elsewhere, but they’re certainly doing these things throughout the country. Yeah, and a lot of organizations are now using facebook and and other platforms toe mobilize their supporters throughout the country, right? Okay, so, you know, let’s, say it’s an organization that’s like move on that that’s got a nationwide presence with a lot of supporters throughout, and they’ve got some active people in different locations again, let’s say they’re ten events and seven go without a hitch and raise a lot of money for the organization. But one of the things you asked and when the things you talked about your take two is, are they registered in those states in which the volunteers there suddenly engaging in these fund-raising activities? Because if they’re not, that can get them into trouble, right? Tony, i think you know better than anybody it can is the now the volunteer yeah, they’re volunteer is acting as an agent of the of the organization at that point. Or is that? Is that a question? I think that’s a question and, you know, the more that the organization is telling the volunteer on how to organize the event and what rules should apply to the event and how the money should be collected and forwarded to the charity, i think it looks more and more like it the organization’s event and charity registration has got to be something that considered okay. Now i’m skirting jargon jail. We haven’t talked about jack in jail for weeks. I’m disappointed too many. My guests are plain talking, plain language. I don’t like that like abstruse language talks over everybody’s head. So why don’t you help define define for me? Because i said, are they an agent, but that that actually is a term of art has legal import, doesn’t it? Yeah, so generally an agent is acting on the authority and on behalf of the principal. So if i ask, skew tony and you are except that you’re going to make a donation on my behalf, another charity and i give you the money to make that donation. You’re acting as my agent, your not making your own donate donation of money. You’re donating the money on my behalf. You have certain responsibilities by taking on that relationship. I’m the agent and you’re the principal in that example, correct. So if the charity tells a volunteer agent to start fund-raising them and organizing an event on their behalf, then it’s really the charities event and the volunteers acting as their agent, which means the charity has responsibilities in that jurisdiction. Okay, okay, so the other things that you raised is, well, what if somebody just took off with the money? But if you’ve got a volunteer there but you have no staff presents there and you don’t really know this volunteer, you just sort of engaged with them online, and all of a sudden they’re holding this event for you, and they take off with the money. Now, what happened? What did you do? What? What? Showing a reasonable care did you take to make sure something like that wouldn’t happen then the awful thing is, what if somebody gets hurt at this event and right? And now in this case, it doesn’t even have to be an event that is a solicitation event like maybe we’re just we’re just rallying the troops, but we’re not asking for any money we’re not soliciting, just trying to maybe we’re all watching a video together or it’s some, you know, kind of activist activity, but but no money is changing hands. Go ahead. So something else could happen. Yeah, exactly. Right. So whether it’s just being an educational event, uh and you’ve got some people out there, they’re gathered together under the charity’s name and you know, they’ve gotten together and maybe there weren’t any steps, teo, prevent some risks or maybe it’s like a walkathon, so maybe it is a solicitation event that’s part fun solicitation, but there weren’t these risk management steps that were looked at charity. The cherry didn’t really take any step to make sure that no harm’s could be prevented that were reasonably foreseeable possibilities of that. So those are things that charities have to think about when they start to mobilize their supporters are are the supporters holding their own events? In which case do do those people after register in order to fund raise for another charity? That might be an issue as well? Or is it the charity’s own event, in which case the charity’s got to think about registration and also creating rules of the game again that have to do with holding that event to make sure that the people who attend or the people who have money get solicited are protected? I’ve got two troublemakers on the show today you’re a lot of trouble, gene, you’re asking a lot of questions? Let’s, try toe help with some answers. What? What? What do you know? Right now, we know what we have to think about, but what are we going to do should we not be hosting these events? Or is it cannes insurance help or we need we need written regulations about what volunteers khun do in other places. Where we supposed to do? Yeah, i think we’ve got to figure out first two’s event is it? Is it the charities event? Or is it the individuals that are gathering together that are raising funds on their own? And if they’re raising funds are their own? Are they going to get in trouble? And should we try to help them understand what their responsibilities are in what limitations there are for them to start raising money on their own without being under the umbrella, if you will, of the charity so rules of the game, first who’s event is it, and if the charity has authorized and encouraged it, it should try to protect those people who are going teo organize the event as well as those people were going to attend the event and having rules there instead of just guidelines makes perfect sense to me, you know, you you’re not allowed to, uh, you know, serve alcohol to minors may may seem, you know, very simplistic and obvious, but sometimes when you’ve got volunteers who you’re unaware of, you’ve not screamed, not interviewed them. Um, you’ve got to be really explicit about what’s, okay? And what’s not okay, even if you think it’s obvious. So rules of the game and rules of the event, i think there’s something that you have tohave in-kind also have some people, you know, on the charities staff that or they’re volunteers, if they’re in all volunteer organization really think about risk management of that event, what risks are involved? And should we take steps like having a first date? You know, kid available or having some people there are having a written release and waiver of liability form that all event participants find those air things to think about? And then the charity registration thing on top of that, if it’s an event of any significance, i think you have to really seriously think about that and probably by your book, tony. Okay, or have me register for you. There you go. Now what if the agent doesn’t follow the rules, then? Is the organization protected at least? Well, maybe, maybe not, but what could i have got any colonization playing the agent and sue the agent? But whoever got hurt from that if its a charity, that man is going to kind of everybody. And if the charity has a deeper pocket than the agent and if it’s, you know, just day ah, volunteer who may not have ah, a lot of that worth and the charity may have a deeper pocket, and the plaintiff lawyer will go after the charity in that case and if they’re not register stirred on top of all of this in that state, it’s going to look even worse for the charity in terms of saying, well, you know, we tried our best, and we just didn’t you didn’t weigh had rules, but but the the solicitation was illegal because the charity wasn’t registered in the state. That looks bad. Yeah, your insurance company might, even if you have insurance might say, well, you’re operating illegally. We don’t ensure that well, okay, uh, okay. So we we strayed a little bit from social media, but that’s fine, because we’re talking about events which might be propagated through social media. What about more directly, you know, the advocacy advocacy online? Sure, i mean, i guess he’s a big thing for for non-profits and i’m just a big proponent of non-profits engaging in a lot of advocacy to further their their mission, but social media channels again allow, you know, a lot of questions to rise, like whose message is being sent? You know, we’ve allowed staff members and volunteers in this kind of followship model that that alison is describing in and where everybody’s is contributing, are you going to be sending conflicting messages? And are some of those messages going toe actually be attributed to the organization and not be a communication of the type that the organization is allowed to do? Like an election eri and communication worth jargon jail right durney election hearing endorsing a political candidate which a five a one c three cannot do, but an individual can do so it gets a little grey when an individual uses an account that has the organisation’s name somehow attached, whose account is it? And is that communication? Ok, ok, but what about i mean, alison was sort of seeking feedback from from the community, i mean suppose someone uses their own account to post something on the organization’s facebook page or or points ah, address is a post on twitter to the organization that i mean that’s what the person’s using their own account? Yeah, i mean, would that be ok, though? That’s the organization is not responsible for that one, is it? Even if it’s just on their facebook pages, somebody else posted it? Well, let’s think about that. What? What if it was a really defamatory statement against somebody? Or what if it was endorsing a candidate for political office, tony and the organization has control of that facebook pages being able to delete that comment out of there, should they do it? Or should they just let it sit there? My my feeling is conservatively, you’re going to want to delete something that would be illegal if the charity had posted it itself. Obviously, you don’t want to show opinions and participation of your supporters on the facebook page, but you don’t want, you know, people the flame or defame others, and you certainly don’t want, uh, charity metoo attributed with endorsing candidates or engaging in some sort of private benefit that that benefit thie organizations, insiders. Those can all get the organization into a lot of trouble. We’ve got to go away for a couple of minutes. When we come back, jean run, and i will keep talking about the social media boundaries. And i’ve got some live listener love for the korean peninsula. Stay with us. You’re listening to the talking alternative network. Latto are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Altum 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. Talking alternative radio twenty four hours a day. Welcome back on io haserot for soul, young son and day, john korea on your haserot. Dahna. As i said last week, especially south korea, in our thoughts, lots of saber rattling, you know, i saw i saw seventy something interviewed, and he said, the north is just like a schoolyard bully. It’s, no big deal. Andan. I saw a twenty something interviewed, who said she was nervous and pays attention to where exits are. When she’s, when she’s in buildings. So, anyway, are our thoughts are with you, south korea jane. Let’s, let’s see about okay, so let’s, continue with this online. The all these questions about online your you think that? Ah, non-profit should delete things that it wouldn’t be able to print or ah, post itself on, say, facebook or twitter? Yeah, i think it depends on the channel that you’re using. Sometimes you’ve got listservs where you’ve got a charity, that’s decided not to moderate the contact content, but put in disclaimers that might be one set of rules that applies. But with your facebook account, i think you’ve got to be be careful, especially if it’s a page that’s under the control of the charity, if their comments on there again, that would be hurtful to the charity or hurtful toe. Others that’s something that you might think about the leading, and if it’s obviously going to be in violation of of laws, you’re going to want to report it. You know, it’s against facebook zone privacy or policies as well, but to protect the organization, i think that’s really important, and that gets into what we were talking about earlier about defamatory statements, um, could also be is like harassment? Yeah, absolutely. So you’ve got to be careful, there’s. Some sometimes employees or even managers will use social media channels now to communicate with their people that report to them and got to be very, very careful that they’re not sending messages that if they communicated in real life or by email. This is not all of a sudden. Better because it’s being broadcast on social media. Aren’t there also issues around posting other people’s content? Either me either an excerpt or even just linking to it let’s talk about that? Yeah, it’s a great question. Tony gets a little bit confusing when we’re talking about copyrights on copyright protection there a lot of non-profits out there that are just accepting from other sites and thinking that as long as you attribute that that source that it’s okay, and that might not just be content written content, but that could be photos and music as well. The company presentation, you got to be careful because somebody else owns that content, and just because they’ve published it on the web doesn’t mean they’ve given free permission for anybody else to copy and use it so that can get organizations into trouble. There are some some exceptions for fair use, uh, which might involve charity or commentary or criticism on sometimes for non-profit educational purposes, but that can get really big. Ah non-profits really want to know what they’re doing when they are borrowing or accepting content from other sites or from other individuals, and then suddenly posting it on their own and again, even with attribution that that may not be sufficient. Yeah, attribution doesn’t hear it. So you’ve got to make sure that either you’ve gotten written permission to use that content or you’re using it in a fair way that would not create an infringement liability issue. Okay, but those fair, those fairways, those those are the exceptions that you were talking about in fair use and they’re pretty pretty well defined. Well, not so well defined. Well, ok, they’re specific categories. Yeah, and they’re definitely enforced in different ways in different jurisdictions. So if you just read, you know, website resource on fair use don’t rely on that, but i do encourage all non-profits if you are borrowing or accepting or commenting on other people’s content and putting it up on your own sites to make sure you understand what the rules are, so do look some good, you know, reputable web resources for that and then move on from there in california, we’ve got an organization called public counsel that’s got excellent information on copyright and fair use, and i think other other states organisations could probably look at that stuff as well, because some of the state laws will be similar and just get a general idea of what the rules are and that’s a public counsel c o u n c l e that’s, right. Okay, just a couple of minutes left before we have to go away. Gene. So if there is a violation or something you’re you’re just concerned about you talked about deleting the post, what else should we be conscious of? Well, i think the important thing, especially on a governance levels way talk about board board duties now, tony is the board to develop a social media policy for the organization, so now they think and delegate the drafting out to management, but to have a social media policy and to make sure that everybody using social media on behalf of the organization understands what the rules are and what the risks are, because those those volunteers and supporters want to do good things for the organisation for its missions, they don’t want to go get the organization into trouble, but what happens is oftentimes they just don’t know what the rules and risks are, so educating them through a policy have guidelines for sure, but also have solid rule in place that don’t allow them to. Do things that would violate the law think that’s critical, just like thirty seconds left. Jean how about apologizing on the site where the violation occurred? Sometimes i can work, some sometimes can get you into more trouble, so you know, sometimes you’re just during the pot even more tomorrow how allison’s, where then? And that can create more more divisions, so it sort of look at it on a case by case basis. Look, a senior management, the american red cross put out a tweet before that says this was a rogue treat that says, when we drink, we do it right getting withered. This was a mistake, somebody using their personal account and thought they thought they were using their personal count. Instead, the american red cross account american red cross immediately came up with an apology that said, we’ve deleted the road treat, but rest assured the red cross this sober and we’ve confiscated the keys, humor, apology and everything worked out just fine. All important points to keep in mind. Social media is not just a wild west gene takagi principle of neo, you’ll find his block at non-profit law blogged dot com, you’ll find him. On twitter at gt a kg tech gene, thank you very much. My pleasure to talk to you again next month. Got some final live listener love teo taiwan we don’t know the city, but taiwan welcome and ni hao next week a conversation with amy sample ward reduction part do we’re talking about her new book co authored book social change? Anytime everywhere we started last month and there’s more to cover about your fund-raising calendar and social media. Andi, i’m hoping for a special appearance by tim amy’s, dad hoping we can get him to call in like to have a little fun with tim sample we’re all over the social web can’t make a click without lador a spark a testa trying to say, smacking your head hard into tony martignetti non-profit radio pinterest for example, i’ve got boards for the show and my blogged my favorite board on pinterest, though that i’ve got is women leading non-profits lots of videos of female non-profits ceos like abby falik of global citizen year and marry in wright edelman of the children’s defense fund. If you can suggest some that are missing, please do our creative producer is claire. Meyerhoff sam liebowitz is our line producer, but not today. Today, the line producer is janice taylor. We don’t have an assistant producer, but we struggled through. Janis filled both roles. 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You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what you’re born. Teo you society, politics, business it’s, provocative talk for the realist and the skeptic. I want to go what’s. Really going on? What does it mean? 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133: A Conversation With Amy Sample Ward – Tony Martignetti Nonprofit Radio

Tony’s guest this week:

Amy Sample Ward, author of “Social Change Anytime Everywhere,” membership director for Nonprofit Technology Network and our monthly social media contributor.

Read and watch more on Tony’s blog: http://tonymartignetti.com

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Dahna 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 and it’s friday, march sixteenth. Oh, i hope you were with me last week. It would hurt me deeply if it came to my attention that you had missed integrate communications and marketing that’s integrate g r e a t communications and marketing. Diane lansing, president of lansing associates, had ideas for getting your communications and marketing in sync. She wants you to apply analytics so you’ll know what works and what doesn’t in the short and long terms sounds simple, but are you doing it? Diane had advice for getting you started and p r i programme related investments are prospect research contributor and the prospect finder maria simple was with me to explain why foundations don’t only make grants, some offer loans, loan guarantees, equity investments and other pr ise how do you find those foundations? That’s what we talked about last week with maria she also had info on conferences that you’ll want to pay attention to this week. A conversation with amy sample ward, our social media scientists and monthly contributor, has a new co authored book social change any time everywhere how to implement online multi-channel strategies to spark advocacy, raise money and engage your community the book is shorter than its title. We’ll talk about how your non-profit can raise money in fact, find advocates and move the needle on engagement in our any time everywhere world. Amy sample ward is going to be joining us, but she’s not here yet, so we’re going to start with tony’s take two instead of doing that later in the show, and then we go to a break and we’ll hope that amy’s here the time that that break is over. Tony steak to my block this week is number one podcast and two in the top five i want to give many, many thanks to blogger cheryl mccormick she’s, the principal of ascend non-profit consulting, and she named her top five non-profit podcasts and this show to show that you are listening to right this moment was number one, tony martignetti non-profit radio and cheryl, thank you very much for that fund-raising fundamentals, which is my monthly podcast that i host for the chronicle of philanthropy was number three. Cheryl, thank you very much. Again for that on this show number one show, in case i hadn’t mentioned that she likes jargon jail, she likes my jog in jail, and she likes live listener love that i send out, and i like those things too, and i think they are. I think both podcasts are highly rated by blogger cheryl mccormick, but also doing very well outside that because they’re fund-raising to do, um, i just love the opportunity to meet people that i would not have met otherwise and not only meet them, but pick their brains today, it’s going to be amy sample ward for an hour if she ever gets here, but all the other people, all the other guests, you know, i get to talk to them for twenty five, thirty minutes or so. Ah, that is just a riel joy, knowing that you’re learning from them as i’m picking their brains and we’re all learning, we’re both learning. I’m learning as well and as you fund-raising fundamentals, that’s a shorter one that said that’s, a monthly podcast, it’s only ten minutes and it’s devoted to fund-raising, but again picking the brains of experts for the benefit of listeners that is a real pleasure. The fund-raising fundamentals you can hear on the chronicle of philanthropy website and it’s, also on itunes, cheryl’s only negative for the for each of the two podcasts was that there’s not enough of them, she what she wishes i did them more frequently, and that was very gracious of her. Cheryl mccormick. Thank you much very much again. Her company is ascend non-profits and you’ll find cheryl mccormick at ascend non-profits dot com, and she has a very cool logo. The check out the logo for their company, very nicely done, very smart, very clever there’s, more on my blogged at tony martignetti dot com, and that is tony’s take two little extended version for friday, the fifteenth of march, the eleventh show of the year. We’re going to take a break, hoping amy sample ward gets here by the time that’s over on while we take this break, i’ll be putting together some live listener love and thinking about what we’re going to talk about. If amy doesn’t get here in time, stay with me talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. 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 lively conversation, top trends and sound advice. That’s, tony martignetti non-profit radio and i’m janna agger’s, senior vice president, products and marketing from blackbaud oh! Welcome back to big non-profit ideas for the other ninety five percent i’ve got live listener love forest grove, oregon welcome forest grove you haven’t been here before. Welcome. Lincoln, nebraska, brooklyn, new york and woodside, new york welcome live listener love out to all of you let’s. See in aa. Tokyo, japan. Osaka, japan, and fukuoka, japan. Konichiwa, welcome live love tto live listen to love teo each live listener amy’s not here yet, so we’re going do a little a little preview of her book, a little browse through her book. The first thing that i want to point out is that i wish it had more pictures when i’m when i’m picking books. I i flipped through looking for pictures and i probably would not have bought her book. It didn’t have enough pictures for me. I like pictures like more graphic, so it has graphics and has some screen shots. It’s very good that way, but i would like more. I would like more pictures in amy’s book. Aside from that, any simple word has just joined us. Well, i’m sure you did. All right. Pick moment. Take a moment. Impose yourself if we figured you were in the subway, i was just saying, i wish your book had more pictures. Oh, yeah. Pictures of what? Just it doesn’t really matter. I don’t know. A cute dogs, landscapes, landscapes. Yeah, i just look, i look for pictures as i’m i’m browsing through the book section. The books, it was meant more for reading than browsing, but okay, take another breath. Yes. You knew you knew that we were waiting for you, and yeah, i was going to be fine, but welcome. Thank you. Have you for the full hour? Yeah, exactly. I’m happy to be here for as much of the subway would let me to be our best majority. I did. Tony’s take two in advance. So? So when i’m i’ll have that time together. Congratulations on your book. Thank you. Its code written by allison. Is it keeping kapin kapin much? Tell us about alison she’s, the founder of radcampaign and the tele summit and network women who tech she’s based in d c uh, she’s. Pretty cool. Yeah, i met her because i was at your book launch. Oh, that’s right book launch that you did at the at planned parenthood parenthood federation. Yeah, yeah, that was very good to about forty people. If you got to meet your husband, max? Yes, very nice. Often left alone as your traveling throughout the country. Yes. That’s the that’s the first time he’s ever seen me speak in any capacity in public? Yes. He said that i didn’t talk to him. You know, first time i know. Lovely. Um okay, we’re in. Why do you let’s make this clear? Where? Ok, i need any time everywhere, what’s, what’s our anytime, everywhere world that you are trying to help people make social change in. Well, the anytime everywhere is really focused on the people, not the organization. So all of your constituents, donors, supporters, whatever you want to call them, they are, you know, living their lives basically around the clock, their life. And they are thinking about okay, if i want to talk to this person, i’m going to do it here. Or if i want to talk about this topic, i’m going to do it here. You just interact with your community, however you do as an individual, it might mean a friend calls you and then after you hang up, maybe you go look at facebook and interact with another friend there and then maybe send your mom and email, you know, but you’re not thinking okay, well, i only talked to sam on the phone, and i only talk to my friend barb in email, you know, you as people, we don’t treat our communications and our networks in that way, so organization shouldn’t be saying, ok, well, we only send you emails or we only let you talk about our campaign on facebook. We need to think about the way we communicate and allow our communities to engage with us as as a way that crosses all those channels as well, okay? We’re not segmenting our lives and write our community, our conversations, right? Stilted, like communications are conversations, right? I see somebody on foursquare check in, and i’ll make a snarky comment or something that i have seen one of those geever andi didn’t answer it as i recall, um, in fact, you were recently traveling, you were in south by southwest. I wass that’s ah, what i think of it is just a big music and party and drink fest. Is that what many people think of it that way as well? I’ve never been there at the beauty of being me is that i can know nothing about something and still be an expert in it. Yes, of course. Oh, i think i’m very well acquainted with south by southwest. Even though i’ve never been there. Why don’t you tell us what the rial tell people like me who think that everything that they know nothing about but it’s a very comfortable place to be. Actually i what is south by southwest? Well, it it are very originally was a music festival, but now has three components music interactive, which is really all kinds of technology, not just social media, including gaming and all kinds of interfaces hardware, software, etcetera and film. So film and interactive take place the same week. Concurrently on then the following week is all music. Were you there in your capacity as membership director of non-profit technology network? I waas so there’s a non-profit lounge there lounges of all different types sponsored by different people. So there’s, a blogger lounge meant for bloggers to find each other, etcetera. So the non-profit lounge is sponsored each year by beaconfire ah, long time, you know, and ten member organization sponsor, etcetera, and they opened it up for others to get to be in the space with them so and ten had a presence. We had a couple couches, if you will, and i was also working with them to manage the content each day so that people that were started in the lounge, what kind of concert we had was that we had a different topic each day. So we had one day was focused on measurement and metrics. One day was focused on engaging millennials. One day was focused on technology, staffing and the capacity around technology. Um, there were a couple more, and we so we highlighted little, you know, not not trivia because they’re real. But, you know, just little tidbits from our research each day based on that topic. So you come in the room and learn different things. And then at lunchtime we had panels on that topic so people that we knew were going to be either at south by southwest. Are actually based in austin that we could bring in to talk that day, just with whoever wanted to be there and engage with them. And then night times that was the drink fest in well, for some, i think drinking started as early is, like eleven, because i guess technically it’s noon on the east coast. Yes, yes, all right, anything. Did you learn a couple of one or two little things that that you didn’t know or maybe reinforce something that what was your was your take home from from south by the has to be something? Yeah, i think you know, they’re always different applications or tools that get launched itself myself west. So people, you know, waiting, teo, unveil some new application, and so there was a bit of that as well, but i think this year, the feeling that i got from a lot of the non-profit and social impact crowd at the conference was that people are really starting to get to a place where they feel really proud about some of the things they’ve done in their non-profit and they they wish, you know hey, what? Why don’t we get all the attention? You know, just because that really big organization, you know, that has tons of marketing budget and had tried and tried many things and then succeeded with something, you know, we’re a tiny organization, and we did that to, you know, they want a platform for their voices to but, you know, south by is always kind of mixing up the content and have had different tracks and and things like that over the years. So it’s not to say that there will never be a platform for them. But i think this year, there are a lot of organizations there, you know, looking for a place where they could stand on their soapbox and then get to share with everyone what they’ve worked on. All right and excellent that they got that exactly like to see that small, especially small and midsize shops getting attention. Craig newmark wrote the forward to your book. Craig is the founder of craig craig’s list, of course. And quick connect. He’s. Been our guest on the show twice. I think that was a trivia question once. How many times you been on the show? Oh, did we do that? Oh, i think we did i think for a giveaway and weigh just you were my guest for the hundredth show and we’re giving away? Yes, but the answer’s two way long ago gave away a lot of intense swag for us to give away. Yes, and he says in the forward that social media and good customer service or big deals you think we were going, you and i talk every month about social media, we know that that’s a big deal goodcompany mers service what? Why? Why is he talking about that with respect to the social engagement social change? Well, i think it doesn’t matter if you’re for-profit aura non-profit if you do true direct service or not, ah lot of the most basic day to day interactions that you could be having with your community take the form of customer service, even if you know, in a non-profit we normally don’t call them, but answering people’s questions or just being able to be present on social media, where you see people asking a question, even if it’s not about you being the organization that can answer the question for them and really playing a service role builds community in such a small kind of passive way, but that israel and you’re creating value with them, that it is a matter you know, if you are comcast and you want to use twitter to answer customer service questions or, you know you’re the humane society and you want to use twitter to make sure people know how to get help with their animals and and, you know, i like your just broad definition of what’s customer service. I mean, it may just be interacting on a day to day, right? You may not think of it as a service to the customer just having, you know, we’re just engaged in a conversation there on the engagement ladder and what exactly were just, you know, talking to them right, exactly and helping helping your supporters take advantage of all that they could do with you is customer service, you know, someone calling and saying, i want to volunteer, but i don’t know how and you pointing them in the direct in the right direction that is still a customer service function in your organization. We’ve got some live listener love we’re talking about texas austin, texas, where itself by was but we have san antonio on the line, santa or on the web? You know antonio, texas live listeners love welcome, welcome to the show and the conversation let’s, talk, talk a fair amount, i think about fund-raising and then how will we even, you know, engagement and advocacy get, you know, getting talking toa advocates and motivating advocates, and you spent some time talking about the different motivations to give why white people are giving on dh there certainly have been articles and books on this right by the the traditional, i guess fund-raising prose that are out there, you you spent a little time with emotions, emotions versus statistics, right? What would you like to say there? Well, obviously, we are humans, we are driven by emotion. Um, and i think that a lot of online tools facilitate that really well, you know, how many times have we seen a tweet or gotten an email where they say, you know, this many million people in this country are dealing with this issue and it’s like, okay, well, i don’t actually know a billion people, so i can’t conceptualize that very well, you know, but having a story that directly connects with you and is someone that’s already been served by that organization helps you understand the kind of person that is may be dealing with that issue and the way that the organization helps them because that’s really what we need thio conceive as the person who’s going to take action. Isn’t that what does it really mean for a billion people to be dealing with this issue? But what does it look like to help a person with dealing with that issue? If i can conceptualize what changing the fate is, then i can understand how i can help it and be a part of it. But if it’s just the raw data, it’s really hard to see what the action is in that, and social media really helps with storytelling because you can have, you know, people interacting people sharing their own story in response to that story, it really facilitates that, but the other part of emotion is our natural competitiveness and, you know, not really wanting to say, oh, yeah, my friend karen gave a lot more to that organization that i did. Who says that? Who says, oh, i gave the least of my friends. You know, and and tapping into that natural competitiveness, you know, using peer pressure for good is actually very successful. One of the research reports that we sight in the book was in pledges, so so, like a pledge drive over the phone, but still you could do this on social media, but when the collar you know, talking to the donor said that the previous caller had given more than they were about to pledge they then up to their pledge, and they upped it even more when the color sad. Oh, actually, the woman before you, if it was a woman collar and once they knew it was the same gender is them. They gave even more so just by presenting the opportunity to be outdone by someone else, people wanted to beat them. We’re going to talk that’s, outstanding. We had a guest i had guessed professor gen shang from the university of indiana, and she had done research with this was telephone based also with public radio and bloomington, indiana. When when? When certain whether she had five key words and when they were used to thank the person you’re or to describe the person as as a donor, so you’re very kind of you to give or it’s very compassionate of you to give that it increased the the donations right for that call. And actually i think that we’re doing it. I’m being a little inarticulate, but where they were doing it was i want to thank you for your kind donations in the past or your compassionate or your thoughtful donations in the past, and we hope that you’ll you’ll help us today. Yeah, those using there were five different adjective she had and they could trigger they would trigger hyre giving than someone who who was just thanked. Thank you for your past giving, right. So this is this is really interesting when it’s gender and when there’s a comparison to the previous calling out, how were they, you know, like with the language they were using? Because you don’t be snarky about, right? Right? Do you remember? I know they were introducing that it’s now the top of my head, it was something like, you know, similar like, thanks so much for your desire to give the woman before you donated fifty how much would you like to donate? So you’re just kind of using it as a context setting statement and then giving them the chance to say like, well, darn it, i’m given sixty five, you know? Yeah, excellent. Okay, um going back to your point about big numbers versus a face, i found a quote, i’m going to quote mother teresa, i found a quote that that’s pertinent to this, i think she said, never worry about numbers, help one person at a time and always start with the person nearest you social media can make a story come alive, it could be a person near you, it could be pictures on instagram. It could be video youtube video on your blogged you can you can put a face to the the homelessness or the hunger that affects a billion people right, and show people how their gift will will impact that that story right? And i like the part of the quote that says start with the person nearest to because that’s too, what we’ve talked about many times in the show don’t go out there and try and find these new people. You already have a community of people that you work with, that you’ve served. Start with their stories and then other people will come out of the woodwork. You know that identify with that story or that have also been served, but maybe i hadn’t talked to you before, so start with the stories you already have and just show them out to the to the rest of the community. Ok, so some peer pressure, yes, about suffering a little point about about suffering can be a valuable, motivated give yeah, it’s kind of a weird nuance on competition. It’s it’s part of why things like walkathon tze and challenges of you know, if i if someone donates five thousand dollars, i’ll shave my head because we actually really liketo watch each other have to deal with something that we don’t have to deal with. And so it’s it’s part of why we can say great, you know, if you pledge, i’ll have to run this many miles. Terrific. I would like to see my friend have to run that many miles yeah, and again, doing that in a place where all those people, you know, in a like a thon process where all those people are competing for donations gives you both layers. Of the captain’s competing against each other for the most pledges, but then also all of their friends saying, oh, yeah, i want my friend to have tto shave his head back in the dark days before, before i knew you as well as i do, those were the dark days they were well, they were more your doctor darker for you if you’re going there were darker for you before you knew me then and then before i knew you, um, i was used to now, so you’ve even like you, really? You haven’t liked me because i used to pay more attention to vanity metrics, then you and i have talked about vanity tricks, and i’m going to give the quintessential example of it in a second. I pay less attention to those things now more involved in the more thinking about the engagement, and i was paying at that time very close attention to the number of facebook like likes, likes of the show’s facebook page, and this was a couple of years ago, and i wanted to get to three hundred and i don’t remember where we started, right? But i with some high school friends. Of mine, who were willing tto co chair the campaign. I issued the blue pedicure challenge and i said that i would get a blue pedicure if friends from anywhere but the two friends from high school with cochair radcampaign if we would get to three hundred lakes and of course we did get the three hundred likes within a certain time is like two weeks or so. We’ve got three hundred and and i went across the street from the studio here there’s this clip on the second floor there’s a salon and i got a blue pedicure and i had video it’s sons on the youtube channel. It was great fun. Yeah, and people said, you know, a soon as we got the three hundred are weighted the blue pedicure. Yeah, it’s tony gonna make good on the way we want to see the photo so i had video of me making my appointment, which was won. And then i picked my color. Nice. Different shades of blue, of course. Of course. I picked my blue color. And then i went back a week later for my appointment, and i upgraded to the powerful max. Also i got the paraphernalia. I don’t even know what that means, but well, they put your feet in warm wax. Oh, interesting wax. Okay, yeah, i don’t know what i’m supposed to soften. I think too interesting. That was my first and last boedecker left so many questions now, so well, they’re all answered on the video there i’ll go to the video i block i met blogged it too. I know it’s on the but certainly it’s on youtube blue pedicure challenge you took a multi-channel approach to this pedicure experience. I did that’s true because we campaign was in multi-channel and then the impact in the outcome were were probably blawg and certainly facebook and youtube e did take multi-channel provoc any other and plenty of engagement. Lots of engagement it was great fun. Yeah, it was good. So pie in the face you use the pie in the face example in the back. There’s. A picture of someone one of the few pictures in the book has someone getting those lots of graphs and good pictures. Has someone getting a pie in the face and there’s a picture of alison’s dog in the book leah leah lida lida lida. Like peter, with a now. Okay, why is why is there dog picture? Because they adopted her. And so there’s ah, case study in there about an adoption campaign. Okay, so there you go, there’s a picture and it’s a cute i didn’t say there were no pictures. I said it’s not enough to suit me. We’re coming out in the fall with color book edition, a graphic novel way have just about a minute before break let’s talk about the last area of motivation sharing impact you and i talked about this before, but let’s just remind listeners how important that is. Yeah, and it doesn’t have to be, you know, i think a lot of organizations, when they think sharing impact, they think, okay, well, you know where the campaign’s over will send an email that says, we got all of the money and now we’re going to do the thing. There we go, that’s the report, but but there’s versions of sharing impact that are kind of like evergreen content, you know, the putting, putting some of your expenditures or big, successful things in the footer of your email. So anytime someone goes in the photo of your website. Anytime someone goes your website, they see this is how much money is being devoted two programs, and this is what those programs have created, or whatever. There’s also reached the research that shows on donation forms, where you actually show the impact of the money, people donate more so, again, just just keeping it really clear, clear and present all the time as an opportunity, right? Wait, go away for a couple minutes, and when we come back, of course, amy stays with me, and i hope that you do, too. Co-branding think dick tooting getting ding, ding, ding, ding. You’re listening to the talking, alternate network, get him. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Welcome back big non-profit ideas for the other ninety five percent there’s a bunch of you on facebook, there’s a bunch of you on twitter and join the conversation with those already there on twitter, use the hashtag non-profit radio thanks for joining us multi-channel let’s see what you bring in-kind caroline, caroline, caroline xero eyes are san antonio is that i believe shut up, san antonio. Um okay, so we’re all about multi-channel we should have a plan for our multi-channel now engagement strategy turns out we are too, right? Yeah, you want to have goals? You and i have talked about some of this before, but right, putting it all together now and you’ve put it together in a book. So it’s ah it’s worth it’s worth revisiting the stop? Yes, because they are important. R r multi-channel plan goals. But how are we going to figure out where we want to be? Well, especially for fund-raising you know, goals have to be really specific. It’s hard to say we’re going to do this year and campaign because we would like to raise some money and you know where we’re soup kitchen, we do things that are important. Although important, not compelling has a goal for your staff to even create a campaign out of, but also for your donors to want to support. But if you can say if we raise this much money, it will actually give us this many meals in this much time, you know, three hundred meals over the course of the month. If we can raise this much money, people then can imagine both you know what their actual, like hundred dollar donation means as faras how much is served, but it also sets you up to do more than your asking, you know, if you say we’re we’re shooting for ten thousand dollars and that gives us three hundred meals for the month of january as soon as you get close to the goal. It’s really easy to say terrific. Now, if we get ten thousand more, we can feed everyone for february two instead of those campaigns that you see where they’ve done a really great job, they’ve activated their community, and once it starts, they actually start raising a lot of money and then they get to the end and they think terrific close down shop, you know, the thermometer reached the top instead, you’re setting yourself up to go is much, you know, raise as much as you can in the time that you’re planning to run the campaign and you also set yourself up. If in case you don’t reach your number, you’re still able to report back in a successful way of saying, you know, we had high hopes of raising ten thousand and we didn’t get there, but we’re still have enough to do two hundred bills this month, and this is how you could help us, you know, after the holidays to serve those last hundred or whatever. So giving yourself a really clear goal lets you iterated kind of as the campaign goes and respond to how it how it’s doing important, do you think tio, have a time limit to your your fund-raising goal? Definitely ah lot, whether you have one week or a one month or however long that the time is, you’re going to see an initial tick and then a big drop in the valley and then as it gets closer, you know, everyone starts donating again, so it doesn’t really i mean, technically, it matters you don’t want to say this is a yearlong donation campaign, but whatever the duration, is it’s really clear or it’s really important to be clear about when the end date is so that people know ok? It’s coming, oh, my gosh, i better donate now and and they actually respond to that e mail instead of just saying, oh, well, i could do it next time i remember or next time i have my wallet. In-kind now we’re gonna have to figure out how to message message just campaign, so that should be a part of our our plan also, exactly, and a lot of organizations, you know, when when starting to think about a campaign fund-raising or otherwise get really excited in that staff meeting when you start brainstorming like the catchphrase of the campaign, you know, and that can be fun and enjoyable, but very rarely are the witty catchphrase is actually the things that include the action and the ask, so don’t spend too much time thinking of like balloons for ur or whatever like crazy thing that maybe is related to the campaign is because you want to make sure whatever very simple phrasing you use and then build your campaign off of includes the aschen, the action so what, you know, give or do this thing for, you know, this many meals in this time? And then once you have that core message, ain you khun start planning out of communications calendar that’s reflective of all those channels you want to use remembering, of course, offline or direct mail and not just e mail, etcetera. The other part about messaging that i see organizations forget about is is they concentrate on how they’re going to launch the campaign, and their communications calendar will say, you know, here’s, the first email that goes out and here’s, how we’re going to decorate our facebook page and rebranded there’s no date in that planet’s launch plan and then exactly exactly for exaggeration plan. Sometimes organizations say, well, you know, we want to be responsive, we want a wait and see how it goes. Well, that’s totally fine, but you could still say our plan is to send a second email day three of the campaign, and we’ll be able to say what you contribute exactly. You need to have planned out when you’re going to message so that you can say great if day three, we’re going to send it on update email let’s, make sure later that afternoon facebook has an update as well, and not just another you know, status report or something, so it helps you maintain a good flow across your channel so it’s not always responsive and you’re you know, twitter isn’t just thanks, thanks, thanks, but also has things to share out, you know, that match your other communications you meant now you mentioned offline also. So this is that we’re not just talking about online social social networks, but the offline strategies should be coordinated, if that’s the way that you’re right, typically engaging with people right? And some organizations may plan an offline launch event the day that the campaign is launching. So of course, you know there’s a lot to do there, but it’s also a good reminder to to capture content from that launch event that you can use throughout the campaign. If you have a bunch of people in one place, make sure summer your staff have their phones or flip cameras or something to take some videos, and then you have maybe half a dozen videos you can use during the course of the campaign that again, just bring up on individual story, give you some divers content, etcetera, you know, whatever kinds of content you could pull from that live event but it’s also a good reminder that many organizations, even while running a campaign, have other work that you’re doing. And so maybe you have a press event about some of your other work use that as an opportunity. Once the press component of that piece is over, you know you’re done talking about that policy change, you have a room full of people, then say, great, you know, this is all done i had now want to talk to you about this campaign we’re running, and we’re on day five and it’s going really well and here’s the story take advantage of all those offline opportunities to engage people kayman sample ward is a cz membership director of and ten, which you’ll find it, and ten dot or ge and the book that we’re talking about whether that she co authored is social change anytime. Everywhere you khun follow amy on twitter she’s at amy r s ward at which we know stands for rene the artist for rene and her block is amy sample ward, dot or ge? Get some more live listener love madison, wisconsin, tustin, california. Salem, oregon welcome, salem. Welcome you’re in. So you were in salem several months ago. You were in somewhere in oregon. Weren’t portland, portland not very far away. Okay, italy, we don’t know what city in italy we just have a vague reference to italy. Buy-in giorno, chou. Welcome live listener love also tio sudbury in ontario, canada. And barnaby burnaby. Pardon me, burnaby in british columbia, canada two provinces welcome canada he’s offline strategies. Amy um, could also be so for aside from events direct mail if you usually using that channel telephone. Yeah, right. This these could all be coordinated in your three day or one week or one month campaign. Yeah, especially if you have stories that you know you’re going to use ahead of time in your campaign. You know, things that you’ve collected in the past, because if you khun send a direct mail piece, especially just something simple, like, ah, postcard or, you know, an invitation to participate in the campaign that is from that person or telling that person story has their photo, and then, two days later, you can send them an email that says, great. Now, the campaign’s open, and it has that same story. People then can say, yes, i know that story. I ready to kim. You know, i’m ready to join or actually remember that they’ve signed up with your organization at all, and that they should be engaging in this campaign. And that direct mail piece wasn’t a like a mistake in their mailbox in their apartment building. What do we know about how donors give across multi-channel versus more traditional the off, strictly off line? Well, that data is changing every year is we actually get more and more data at all have more people that we can ask survey, etcetera and and organizations are also becoming more sophisticated with being able to track there donors with they came from online or not, and then just able to report that data so it’s getting more it’s getting clearer every year, but really, we know that people that are online aren’t just saying because i found you online, i want to give to online or because i found you offline. I want to give to offline there’s actually a lot of back and forth that happens. And for most people, even if they are millennials, where people think for some reason, you know, young people only ever look at facebook even if they found you on social media, they still come to your website tto learn about your work and figure out if they want to donate to you so that relationship, maybe on facebook, that relationship may be off line at events they attend, but they still want to go to your website where they can kind of take control of what they’re looking at on your website and learn about your work? So it’s still really important that you have information on your website, but also that you provide that donation? Ask an opportunity button, what have you on your website so that once they go there and learn about you, they could take that action? We also know that activists are seven times more likely to be donors, so we can’t treat people like, well, this is my activist list in this database and over here is my donor list because those activists are totally primed to now give you money, they just put their name on a bunch of work for you, they might as well, you know, give you ten dollars, so it isn’t just about allowing them to come to you wherever you are, but also making sure you’re giving everyone the opportunity teo to engage in donation or fund-raising asks excellent keeping with our multi-channel a c said you could join us on twitter using hashtag non-profit radio there’s some folks on the facebook page and we have a phone call. We have tim. Tim, welcome to the show. Oh, thank you very much. Hi, dad. Ah, that’s. Adorable. Dad called yes. That’s to sweden. Where you where you calling from? Amy sample wards. Dad. Well, i work important oregon, but amy was raised, and we live out in the country outside of portland. Okay. And, uh, of course, her mother knew first and called me and said, oh, my god, going to computer your daughter’s on the radio. I just had to get on here listen and tell everybody i see how proud i am with us. Oh, thank you, dad. I love you. Now i hope you’re gonna listen. Other shows to tim, you know. Oh, i will now want you to be a regular water in there. Yeah. Do you have? Do you have a question? You really want to ask amy? Yeah. When’s. He coming home. This’s too sweet. I love this. I’ll see you on saturday. You will at a girl. All right. Find adal. Proud of you, amy. Thank you, dad. Nice to meet you to let me on it’s. A pleasure to meet you, tim. If you want to, if you want to ask. A question of amy. You can call eight seven seven for eight xero for one, two, zero, eight, seven, seven for eight xero for one to zero. Or you can also treat us. We’re monitoring the hashtag and the facebook page. That’s. A very nice way of saying you’re stalking social media in case people ask questions. Here in the studio, i’m busy talking now, theo control. We want to engage people in our messages, whether they’re online offline and you talk about the hooks we have just a little we have a minute before a break, what just once you just tease the idea of of the hook a little bit? Sure, i mean, different people have different ideas of messaging hooks and what you can do, but i think for people really thinking about multi-channel campaigns, the important idea of a hook is that that’s, the consistent piece you’re going to throw in so that whether you’re maybe sharing a photo and a story of someone on facebook that day or you’re sharing a big infographic about, you know, all this work that’s going into the campaign or maybe it’s just tweets about simple actions people can take you use a consistent hooked to bring them back into the campaign. So when isn’t just like this photo or share this info graf or, you know, retweet this step, but there’s an additional hook that always connects it backto larger campaign so people don’t think, oh, the campaign must be over, and now they’re just sharing info graphics. But but that there’s always some peace hooking. It all together, so it, you know, you want to break the campaign and into individual stories, individual images and smaller actions, but they have to be connected. Otherwise, people don’t get why am i doing this today? And i did this other thing yesterday. We’re going to go away for a couple minutes when we come back, amy, and i’ll keep talking about your your multi-channel plan and what should be in it, including the goals and the messages in the hook that we’re talking about. Stay with me. You’re listening to the talking alternative network. Duitz 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 hunters. People be better business people. Dahna 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. Talking alternative radio twenty four hours a day. Durney welcome back. I’ve got more live. Listen, love asia so well represented in john china sold. I’m sorry. Inchon, korea in john career where the airport is. Everybody knows that on john korea. Seoul, korea. Welcome, manu haserot. If you shout china, shanghai, china taipei, taiwan ni hao. Amy, did you know all these languages? No, i have been to korea, but i don’t remember much more than hello. Were you at the airport in inchon? No, you don’t know. You went to the floor. Different airport. I flew into seoul and then hopped over. Teo, you know we’re other places. Okay, um, the these these little hooks you you have some ideas about matches the hook in as part of your your message plan might be that you have a campaign match which could be which could be motivating to people to give. I thought you meant matches like to ignite striking matches. Right, that’s. Why? I could see the look on your face. Keep talking until you come back till it’s. In my reality, we need to show some reality. Um, yes, matches are a great way. As you know, in a fund-raising like retirement today campaign especially. When you know that money is already guaranteed, you don’t necessarily have to just recruit a matching sponsor, you could say, well, the sponsors giving us ten thousand dollars anyway, let’s give this sponsor more visibility, give them more value as a sponsor, but also leverage that to get more individual donations. So saying, you know, this sponsor is goingto give for every one of your dollars, and we want to get up to ten thousand just like, you know, they will match more to say, you know, every time you do this action, they will donate so that way you can, you know, maybe you don’t necessarily have a fundraising campaign that’s pure fund-raising but you want people thio maybe donate, you have this sponsor that’s going to donate the bulk of the funds, but you really want to get some behavior change in your community. So the diabetes hands foundation did a great campaign. We’re actually fall diabetes hands, foundation spend, you know, they’re they’re focused on people with diabetes and really making behavioral change so that they have healthier lives and are healthier people. So they had a campaign where there was a matching sponsor, so they were going to donate every time people exercise for thirty minutes and then took did their test so that they were being able to see from their own results that when they took a test than exercise for thirty minutes and then took another test, how much better their results were blood a butcher on, and then you report that. So so go onto the website or goto instagram and share a photo of view exercising and to prove that exercising for thirty minutes doesn’t mean you drive all the way to the gym. You change your clothes, you know, you do the thing, whatever it could just mean taking your dog for a walk that’s twice as long as normal. So you actually get to thirty minutes instead of maybe, you know, ten or fifteen around the block and realizing you don’t have to go out of your way to be exercising every day and still see those positive results in yourself. So every time you posted that you did the testing and you exercise into the test again, then the sponsor was going to donate. So of course you have all these people that for one month no. Every time i do this thing that i should do anywhere, you know, they’re going to donate money and then because you’ve done it for an entire month, and even if you only did it once a week, that was already for five times that you’ve taken this positive action and seen how easy it is, and you’re that much more likely to continue that behavior outstanding. I love how it’s so closely tied to exactly what they’re what they’re mission exactly, exactly improvement of health, of people with diabetes. Exactly. So now, if we have these messages now, we need to identify who they’re going to go out, too and where where they’re gonna go out? What? Which way said you and i are always saying, you want to go to people where they are exactly, but it’s also not the same message, every single place i mean, we have all experienced those campaigns where an organization sends you an email and then post on facebook like the exact same two paragraphs that they just set you in an email and then you don’t hear from them for the entire month, and they’re just waiting for the response to come in, so recognizing that you’re going to have some consistent messages throughout the campaign, like we talked about with the campaign communications calendar, but also that they’re going to be slightly different and nuance so new macy on facebook people not really catching the campaign, not really engaging, and yet you see people on twitter going crazy and sharing that information, so you’re going to have to address the facebook community, maybe with less information about the campaign, maybe that community is just saying we’re not really interested, so don’t be posting every single day because otherwise they’re definitely going to tune out, whereas you could start engaging twitter more cause people are really responding there. So it’s it’s also recognizing where to pull back and not just okay? Well, we’re going to send the ask everywhere another channel that you and i haven’t talked about it, we just have about a minute left. So is mobile. Yet for people who have given you permission, yeah, say little about mobile mobile is great for engaging people, especially in the middle of the campaign where you could send a text that says, hey, reminder, tomorrow is going to be the last day. So today, when you get home, you should donate or even include in the text the link so that they could go from there, you know, text message on their smartphone over to the to the web and donate their so long as you’ve actually optimized your website. So from a phone, the for the forum doesn’t look like this weird gobbledygook. Amy sample ward she’s, co author of social change anytime everywhere i’m very grateful that she’s, our regular social media contributor thank you. I really enjoyed having you on. Do you have so much banter with others? I want to believe that i give you the hardest time. Okay, well, i want then i in that case, i want you to continue believing that the book is social change any time everywhere get the book. We just talked about a small part of it. We talked about the fund-raising part, but it’s all about engagement and increasing advocacy. Moving the needle on engagement get this book it’s ah it’s on you’ll find it on amazon social change anytime everywhere amy’s blogger is amy sample ward, dot or ge? And on twitter she’s at amy rs ward amy, thanks so much. Thank you, real pleasure. Every time i got some more live listener love a story in new york, that’s, queens, welcome historia milton, ontario, canada, ontario. It checked in before we have had sudbury. Now we have milton welcome milton, and we’ll have to hold off on the rest of the live. Listen up until next week, so we’ll see who the live listeners are next week and next week, it’s going to be all lawyers. They’re going to stay in line, or i throw their ass is in jargon jail, it’s that simple, who writes this copy, i what i need is an intern, so i could blame for this shabby copy. If anybody knows an intern who wants that crummy job, please on twitter or facebook, let me know next week it is all lawyers first we’re starting with irs sale in aisle four o three b i’m going to say that word again because i’m pleased with that irs sale in aisle four o three b evan giller is a founding member of the law firm of giller and calhoun and he’s going to explain the irs is fifty percent off the penalty sale for four o three b retirement plans that are not in compliance. Trust me, i will keep him out of jargon jail and he’s he’s an interesting and very good natured guy, not your average lawyer. We’re gonna talk about the common mistakes in four o three b plans and what to do competition? Clarity are regular legal contributors jean takagi and emily chan of the non-profit and exempt organizations law group. They’re going to talk about the issues around proper compensation of your execs and others, there’s a lot to talk about there, and we’re going to a board role play also, we’re all over the social web. Amy amy sample word name a social network just name one lincoln, we’re not on lengthen. Yes, you know we are linked, and of course, we’re on the length. In group you go linked in group, you can ask the what we do there is, you can ask the asked a guest even more questions. Yes, the linked in group, our creative producer is claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor. Shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next friday, one to two p, m eastern on talking alternative broadcasting, but talking alternative dot com. I didn’t think that dude is a good ending. You’re listening to the talking alternate network. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two 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! You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. 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117: As You Help The Next Generation Of Social Changers & Public Info On Private Companies – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Jonathan Lewis, founder of iOnPoverty

Maria Semple, The Prospect Finder and author of “Panning For Gold: Find Your Best Donor Prospects Now!”

Read and watch more on Tony’s blog: http://tonymartignetti.com

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s your aptly named host i want to welcome new listeners we have a bunch of new listeners who i believe came over from my chronicle of philanthropy podcast it’s the number seems so big that i don’t want to say it because i’m not positive that i’m reading the stats correctly. It’s, it’s more than seven, and next week, when i get some technical advice, um interpreting the stats for me, the downloads that’s i’ll have a better read on how many new listeners have come over, but i mentioned the show on last month’s chronicle of philanthropy podcast, and last month in october, there was a huge, huge spike in aa in transfers, the data transfer of the this audio podcast file on i’ll have more on that next week, but welcome to all those new listeners and also a shout out to ah, professor gen shang she was a guest on my show on may eighteenth of this year, she’s, a philanthropic psychologist, and the segment was five words to better fund-raising and she’s profiled in today’s new york times e-giving section, by the way, today’s november ninth and it’s a profile on her on dh what it’s like to be what it is to be a philanthropic psychologist, so i discovered her the times picked her up on dh. Now she won’t take my calls she’s famous i hope you’re with me last week. Oh, how i hope you were with me last week. I’d be devastated if i learned that you had missed grow your grateful patient program. Bill mcginley, president and ceo of the association for healthcare philanthropy and nancy johnson, senior consultant that target analytics, sat with me at the bb con conference earlier this year to talk about health care, grateful patient fund-raising why these prospects are critical and very generous, the privacy concerns and how to start your relationship with grateful patients. Also, disaster relief charities want to help hurricane sandy victims in the rush to help you can’t ignore the rules around private benefit and needs assessment and documentation. Our monthly legal contributors jean takagi and emily chan from the non-profit and exempt organizations law group explained the rules this week as you help the next generation of social changers jonathan lewis he’s the founder of ion poverty produces career advice, video interviews with leaders in non-profit social change, his videos air free and short and valuable as you lied and mentor twentysomethings who want to make a difference in the world, we’re gonna listen to a couple of clips from mentoring for dummies and shut the hell up. Also public info on private companies maria simple, the prospect finder on our monthly prospect research contributor is back, and this time she has free and lo fi ways to get information on your prospects, privately held companies. The company’s may be small, and the relationships may be as important as the data between the guests on tony’s take to my block this week is researcher bias in the stelter planned giving report. I’m concerned about some misleading advice in this report around planned e-giving prospecting, and i’ll talk about it on tony’s take two if you’re on twitter while you’re listening, use hashtag non-profit radio to join the conversation right now we used to take a break ordinarily, that would be a break right now, but we’ve eliminated this break. We’ve heard your feedback, we’ve eliminated a commercial break and there is not. Going to be a break right now, i am going to go right to my first guest, we’re going to talk about his videos and how i think that they’re valuable, and he agrees i’m certain that could be helpful to you as your as your leading young people in social change. Jonathan lewis is a founder of ion poverty he’s also founder and board chair of micro credit enterprises, which is a social venture that leverages private capital to capital to make tiny business loans to deeply impoverished people in developing countries. He’s, a lecturer at the bluhm center for developing economies at uc berkeley and he blocks for the huffington post. I’m very glad that his work at ion poverty brings jonathan lewis to the show. Jonathan welcome, thank you it’s a pleasure to have you with us let’s, talk a little about obviously why i on poverty? Why? Why did you create this what’s the need of the need overwhelming? Uh, you sure where that they’re over a news and young people and and i didn’t say, beloved and there idealistic there’s smart, they’re intuitively global citizens, and they want to make a difference in the world. And they’re thinking, in terms of of career with meaning, how to be a donor zoho peer-to-peer jonathan, jonathan, i’m gonna i’m gonna stop you for a minute. The connection is pretty poor and you’re sort of cutting out. I’m going to ask you to call back the same number, same number, same ok, and i’ll talk a little about ion poverty not as eloquently as you will please call right back, okay, and i on poverty. The reason i invited jonathan lewis to be a guest is because the career videos that he produces are short and to the point, he’s interviewing people called that he calls pathfinders and these air like three minute videos, these air people that are leading social change and we’ll talk about who some of those are on dh. When i saw his videos, when i watch them on the ion poverty site, which is that i on i the letter i on poverty dot tv, i recognized that for for my listeners who are leading brand new employees or even maybe just junior level employees, these value these videos could be valuable to you. They impart some lessons that maybe it’s a little. Tough to say right to the person’s face and they might help you video wass jonathan, welcome back. How are you? Okay. You sound much better. You feel much better if i was a rejuvenating break? Why don’t you confront you called about taking a little hang up. Take a nap and you called back in fifteen minutes. I’m a big fan of naps. You’ll feel even more rejuvenated. Okay? Why don’t we say again? It was it was a little choppy. What’s the importance of of the iron poverty video work. Well, let’s start with the basics from the perspective of a non-profit leader or for-profit leader. But who who are social change agent? The employees of tomorrow are today’s millennial generation. They’re idealistic, they’re natural global citizens. They get issues, they want to make a change in the world. They’re wicked smart and they’re struggling with how did they get started? In the social change space and through all the wonderful university programs we have been, the conference is your size. We still reach the relatively small percentage of the million delusional generation and people in the united states of love. So the idea was let’s get a beginner let’s provide him with the video informational interviews that were last to give every day uh, with the concrete nitty gritty information that they’re asking us about how they get started. And so we’ve tried tried that we’ve produced one hundred videos, and we’re getting great response, and it feels like we’re removing the needle. You call your your guests pathfinders and i i mean it all i have on my show, his guests, i feel i feel so pedestrian just having guests. I’m sorry, you’re just a guest here. Jonathan, do you want to continue your not a pathfinder here? Because your i’m sorry you’re always what yours, but you would be a terrible i have. I have great guests, but i don’t have pet fund. I feel like i need like a cub scout badge or something with pathfinder’s. Why? Why were your why your guests called pathfinders called pathfinders way knowledge that it’s a little nudity in a way, but they are really setting the path they have had followed the path they took them, uh, some forty percent circuitous route, two conditions and jobs that are changing the world. They’re not celebrity, not opening price. Winner. They’re not people of great wealth. Their average vote to do, uh, beyond after work, to make the world a better place and their life stories, or the kind of role model that a lot of people, young people begin their own co-branding all, too, to figure out which way they want to go. And, uh, so what were they thinking? Sticking people with what’s called a realistic. And so we called pathfinders. Okay, fine for listeners, i know that the call is not a great quality. I know sam’s working on here in the studio were very well aware that’s not great quality, but we’re going, we’re going toe pursue i because i liken understand what johnson saying, it’s just i know it’s ah it’s, not great quality and also on twitter, read stockman. I see you on twitter there if anybody else is is listening and you’re on twitter, use the hash tag non-profit radio you could meet, read stockman read. I’m going to say it varies sometimes we get a few people tweeting, live tweeting and sometimes none but so read, stockman says. Is anybody there? I’m here read i’m listening to you and if you want to shoot us anything, read, we’re monitoring that hashtag here in the studio. So read stockman on twitter, you are not alone. What kind of feedback if you’ve been getting from young people? Jonathan about the videos, that boat for italy and also, uh in in america has been fantastic. We’ve already had over people wear hoping, of course, jonathan interruption again, try speaking a little bit louder. Please maybe even, you know, like a public seminar type speaking voice, not a phone voice got it alright, is that better? Yes, speak louder, it’s just you know tony is long, but it isn’t getting a feedback loop on the cult, so talking louder, strange, but i am going forward! I understand after is editorially we’re getting terrific feedback from young people. Their writing is really heartfelt emails that really bring a tear to your eye with the reasonable one young lady from austin, texas, rodeo and said i hadn’t had no idea than anyone else felt the way i did about social change and making the world a better place. I’m on a journey for justice, and so we’re getting terrific feedback on it in the day today, email, traffic. But beyond that, we’ve already had over fifty thousand dahna website viewers come to the website in just three months it’s growing dramatically, and we’re very excited about it. Excellent, because it gives you a middle aged guy and you’re talking to twentysomethings but it’s a crime in my dhoti. All right, well, yeah, better you say it than i do. But it’s it’s working it’s working it is. It turns out that the a little counterintuitive and maybe something that your listeners will be interested in the notion of a sixty year old, you know, bearded guy doing these interviews seems odd because you would think that having millennials do the interviews would make more sense. But as it turns out, because i followed this path myself, i’ve got an instinct and standing to ask some of the tougher, more gritty questions that that really millennials want to ask, but often sometimes a little hesitant to put out there, okay? And it seemed to work. All right, i tell you, i’m not tryingto cycle analyze it, but it worked and that’s consistent with why i invited you on the show because i think the video’s say some things to young people that their supervisors in charities might not be comfortable saying. Face-to-face jonathan, we gotta take a break, and when we return, of course you’ll stay with me and we’ll listen to a couple of clips. Great. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for exciting events this fall live just minutes from new york city in compton plains, new jersey. Greg brayden will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Greg brayden, november ninth and tenth, visit metaphysical center of newjersey dot order or a h a n j dot net. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back and i have live listener love, fresno, california, san francisco, california, dallas, texas, new bern, north carolina rest in virginia live listener loved all those place is all those listeners, and i have got to send out podcast listeners love cause i know fargo, north dakota is going to be listening. Bye podcast and i the reason i know that is that they invited one of my past guests, dr robert penna, to be a speaker to goto north dakota fargo specifically and speak to charities there, and he was he was a guest on august thirty first, two thousand eleven. You may remember he’s, the author of the non-profit outcomes toolbox. Um, and they contacted him because they heard him on one of these podcast. So podcast listeners love to fargo, north dakota. I love north korea’s got a couple air force bases and i used to be in the air force. My not and grand forks air force bases. Jonathan lewis, let’s let’s set up a clip. Well, i want to listen, teo. Mentoring for dummies with kaya wind would why don’t you tell listeners who she is? Kai winn would is a trainer of non-profit. Leader, he for rock would institute is based in the bay around there. Francisco, oakland, california. She has experience in the field. He’s better of the tough conversations that we all need to have some time. Alright, this video is called mentoring for dummies. We’re just gonna listen to that clip you enjoy mentoring it’s night meant her all the time. But but what’s lacking in that, will you mentor me is here’s what i will bring to the table, right? Ideally, i’m gonna learn from things and you’re going to learn some things. And it’s, not just a one sided. I provide you with something and then you go off. We provide each other with something and that’s part of the exchange. I love the astute questioning their jonathan very, very good what’s ah, what’s behind her advice. Well, which is really, uh, benchmarking is the fact that this generation, more than any other generation before time, wants to be considered and treated as co equals in the conversation, although they also have the same insecurities about realizing they don’t have all the answers. And so the new mentoring mentee relationship is much more transactional. It here i have things i can teach you, but tell me what you could bring to the table that you, khun teach me whatever that might be now obviously always going to be a slightly unequal, maybe sometimes enormously unequal trade relationship there, but it is a relationship and it’s, not a one off. I’m going to teach you from behind a podium, what you need to know, and then you go off and okay, and i could see where it could be fairly balanced. I mean, not in career advice, but the young people bring enormous knowledge of stuff that those of us in our forties, fifties and sixties don’t have. Absolutely and the core of the entire project, the aisle poverty tv project and what we’re thirsty from all of the people were interviewing is the core skillsets for both employer and employee is good listener ship the ability to be patient, listen to what the other person has to offer, bring it out in them and it’s the skill that young people need tto learn in their first job. Absolutely. Would you just say e can have? I don’t know it’s, just my stand up comedy let’s, listen to another. Clip john an er, who’s who’s john andr john andr is the chief executive officer of the east meets west foundation, which is probably the most distinguished elearning the liver of services throughout southeast asia, particularly in vietnam. Rum what types of services are they providing in vietnam? What types of services are they providing? Health care, clean water, education, dollar ships? Ah, whole array of services and he is a really okay here’s a segment from the video with john andr shut the hell up! If you’re early in your career, there’s a couple of really important things to do the first one is just to shut the hell up and don’t talk for about five years and worked really, really hard. Theo on li wei, you’re gonna be given maur difficult things to do is by solving the ones you already given, and if you’re somebody who’s always complaining or wants to be promoted above where they really are, you can’t learn enough to start to take on a greater pool of responsibilities. The second thing is to really pay attention to the personal values during that stage of your career, so these are self discipline, integrity, honesty. Empathy and there’s a whole range of things, but it takes disciplined, coherent effort to really reveal those things in yourself. The first thing i want to say is your theme music is not as cool as mine i actually agree with. We have ways i know it’s. You can’t it’s well, you can’t. I’m not even gonna tell you my name. Your well, you’ll come up hyre in search engines now, okay? So he’s, talking about honesty, integrity, the’s air these air crucial, and i’m not sure that non-profit leaders air having these kinds of conversations with their entry level and junior employees. I think that the core point here is not so much the particulars, but that we are very good because we’re in the nonprofit sector and we’ve been into the whole time we tend to think that because we’re doing good work, they were doing it in a good, impactful way, and those that line gets blurred a lot. And i think what dawn and sprint say is that for the early and b level social worker, they need to be taught both. What is the program? What is the project but it’s the mission what? Are the goals, but also the process of personal character skills that would carry them from one job to another. We know that people in our sector will be changing jobs a lot over many, many career paths, including maybe stopping out of social change work. Latto working more traditional jobs, where they can possibly make a little bit more money, support a family, take care of their personal financial needs. But throughout all those career step character. What are some of the things that you you’re learning from your pathfinders and from the feedback that you’re getting from young people that air some shortcomings in in leadership of new employer while entry level on dh junior employees? Well, i think two things one, one area that clearly needs to be dahna worked on is the recruitment process. Every other industrial sector has root routine, a recruitment, the pipelines go to university and there’s a job fair and you’ll see thanks and major consulting firms and health companies and all kinds of recruiters going to get the best and brightest of our graduating student. The social sector doesn’t have any equivalent like that, and typically the people the non-profits who show up university based job fairs are local organizations, which, almost by definition, more limited budgets and more fewer positions for students. So that’s a big structural problem, and then at the board the street level, we’re not communicating very well two young people that their skills development can occur in a lot of different platforms. And let me say that in simple english, one of the most poignant interviews we did was a woman talking about who is now the ceo of a major global pompel social change investment fund, and we’re talking to her about now she needs to be able to talk to people at the very deepest levels of poverty in developing countries around the world and also extremely wealthy, high net worth individuals here in the u s and what she finally said wass i learned to be a good listener by volunteering in high school and a hospital, hector, where i just had to sit and listen to people who are dying, we just wanted to sort of recount their life stories, and that empathetic listening skill has actually been the central lynchpin of her successful social change career. We don’t really talk very much about the more effective side of skills development. Jonathan what’s, the what’s that pathfinders name and what’s the name of that video, the finders name is steven she’s seo bamboo in-kind and actually for your listeners just to remind them all our videos are free and you can use them. You can download them you can embed them on your own website used for training program where they wish to do it. We appreciate it if you let us know, but there’s no obligation to do that, and you can either do that at our web site, where you could just go to our future channel. Okay? And your website of courses i the letter i on poverty dot tv um, this site also add mulesoft search engines so you can search for them by topic. Bonem and we always appreciate everyone’s feedback because we’re new, and we’re learning how to do this now. Jonathan, i got to tell you now, a search engine that’s pretty standard stuff. You don’t that’s like that’s like pointing out today that a car has fuel injection. Yeah, theo, corporations have gone the search engines air common, you know that people are gonna expect that your i had a guest a couple weeks go call me a troubled ight because i didn’t know that flash mob. I wasn’t sure the flash mob that everybody knew what a flash mob is, but he was he insisted, edited. So i got a truck. It was like one of the well, yeah, yeah, but it’s suggests that you know, you’re living in the wrong age and i’m not saying that you’re living in the wrong age. I’m just saying search engines or common that’s all it is. I don’t think that’s a leading. I don’t know. I guess i don’t think that’s a leading feature for your sight that you have a search engine. I think the leading features you have over one hundred of these videos right? Then you say that. Okay, cool. Um, let’s. See, we have just a few minutes left, and i want to talk a little on the it’s on the non ion poverty dot tv side. You and your son are big fans of hot dogs. And you list on your site a place that i know extraordinarily well. I’m going to know more about this place than you do. And i’ll tell you why in a minute ruts hut in clifton, new jersey so so mentioned just explain that we have a couple minutes, so don’t go on at length because i have other things i wanna talk to you about. But so you and you, you and your son love hot dogs. Your rating. Hot dog stands. What is it about ruts hut in clifton, new jersey that you love is one of our top five. In the country, they do a written something called a ripper, where they deep fat, fried the hot dog until the skin rips apart. They have their own secret special relish sauce and it’s right on the edge of a freeway. So you get the entire hot dog eating experience. Yes. Heart attack, great taste and a really bad you and it’s known it’s, known by truck drivers. Because it’s on the intersection of route three and i think it’s twenty one and what i know about it. Shoot only two minutes left. When when, when i was young, we used to go to the dentist in rutherford, new jersey. And when i had a good report from the dentist, which i always did, by the way, fifty years old have no cavities. Not a single today. No one can know. But when i got a good report, which i always did, my parents would take me to right side and i would get the deep, fat fried hot dog. Absolutely. And this blood. Your radio well lead to my afro sclerosis and high ldl. No high ldl concentrations. What actually lead to. But you think you could get american? Cardiology underwrite your i need more medical professionals listening. Actually, we have a one minute left. Tell me why you love this work. What is it about eye on poverty that just makes you wake up every morning? But out? What i care about most deeply is economic just and with three billion people living on two dollars, today around the world, we’re not getting his problems solved until we mobilize, and it gave a much larger dahna political and energised constituency. I don’t mean political and sense of political activity, but people who are engaged in a civic public square and i just have a very, very hopeful about this generation. I think they embody terrific used their naturally collaborative. They don’t think of the world in terms of traditional national boundaries, they’re they’re mostly color blind that they see people for who they are. They don’t put up with any inauthentic conversation, the real and the raw, and they’re full of energy and they want to make a difference, and i just find that very hopeful. And at my age in life, i know i’m not gonna live to see the end of non-profit i’m not going to see the dawn of an economic just in our time, but i believe that this generation will take us there. Jonathan louis, thank you so much for being a guest. My pleasure. Right now, we take a break when we come back. It’s, tony’s, take two, and then maria simple, the prospect. Find her public info on private companies. Stay with me, e-giving anything tooting, getting ding, ding, ding, ding. You’re listening to the talking alternative network, waiting to get a drink. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two 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! You’re listening to the talking alternative network. Durney i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. More live listener love, ridgewood, new york, traverse city, michigan and abroad vaki, india. Beijing, china taipei, taiwan. Tokyo, japan. Fukuoka, japan. And nanjing, china all listening welcome live listener love after all those cities and countries. Tony stick to my block this week is researcher bias in the stelter planned e-giving report stelter is a company that does more helps charities do ah marketing and communications around planned e-giving and a lot of what they offer is website development for planned giving printed direct mail pieces, email campaigns and this new plan giving report that they have out suggests that there are there’s a broader pool of plan giving prospects than we’ve traditionally thought, and they’re encouraging the conclusions in this report encourage charities to reach out to people in their forties about planned e-giving typically and traditionally we’ve been doing plan giving research, starting our outreach starting around age fifty five and over. Um, and my concern is that there’s a bias because a bigger press, a bigger prospect pool around planned e-giving means more potential business for this delta company because plan giving outreach is what a lot of their businesses, their conclusions may be correct, i’m not i’m not saying that reaching out to forty somethings around plan giving is wrong. Their conclusions may be completely correct. My point is, and you’ll read this in the post that we can’t be sure that their conclusions are correct because there’s a bias in their study and that is on my block at tony martignetti dot com the posters called researcher bias in stealth airplane giving import and that is tony’s take two for friday, november ninth, the forty seventh show of the year you all know maria simple she’s, the prospect finder she’s, a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donor prospects now exclamation mark! You can follow maria on twitter she’s at maria simple and i’m very pleased to welcome her back to the show. Maria hello. Welcome. Hi, tony. How are you today? I’m doing. Terrific. Welcome back. Thank you. Were talking about information that you can find on private companies. Why is private company information valuable to charities? Well, you know, i think so many boards and even, you know, non-profit executives themselves seemed to focus. On a lot of the larger corporations in their communities, in terms of outreach for support, and i think they’re they’re missing a tremendous opportunity with the business owners who are perhaps of the entrepreneurs in the community, very community minded, by the way, and have an opportunity to really reach out to those businesses that might be flying under the radar, so to speak. So finding the information on the the private companies does take a little bit more digging, but it’s not altogether impossible, so i thought we might just focus on that a little bit today. Okay? Eso these air, you’re you’re focused really is on smaller, privately held companies. We’re not talking about a billion dollars, like private equity equity funds or something that a privately held that’s correct. We’re talking about the small commit size businesses on dh, you know, everybody kind of defined that a little bit differently, really, when you’re talking about cos somebody might say, oh, well, small business might be something with, you know, under five hundred thousand dollars in sales in another person’s eyes small business might be no one to five million dollars the point here being that most of them are privately held, and, uh, when you were doing the research on the company’s, very often, that leads to us doing research similar to what we would do for a major gift prospect as an individual, because very often we’re getting two family owned companies, companies that have bin, you know, where the founder is, eyes currently still with the company, or perhaps it is passed to the next generation, and so we’re you know, we’re looking at them as as a company, but also as who are those individuals behind those companies? Okay, i’m going to w the doi n of dirt cheap resource is and free resource is because, you know, that’s? Absolutely, because you always come with low cost or free resource is for doing prospect research, which i love and perfect for our for our listeners. So let’s get started. What? What are some sites? Summary sources. Okay, well, one of the favorites that i like to use i actually access right through a database that i have accessible through my local library. So very often a great starting point is for you to check out what’s available through your local libraries very often. You might have to go to more of a county library altum um, but if you chief you go to the website of your libraries, you’ll see that they’ll have a certain amount of online databases some you need to go to the library to actually use, but some you can use off site. One of those databases is called reference yusa some people might know it is info usa, i do believe they’re the same company. Um and so this is available through libraries for free, for research, so i wouldn’t recommend as a small to midsize non-profit that you go directly to reference usa because it is available through so many libraries, and when you can do is if you know the name of a company, surely you can put in the name of the company or the name of the executive and do some research. We’ll give you some sales. Ah, number of employees, what line of work there in some executive names, but you can also come up with, and we’ve talked about this before proactive research, so coming up with perhaps lists of prospective companies that you might want to reach out to so let’s say it’s an example. You are a charity that serves somewhere in the health care maybe your health center, local health center. And you would like to find out who the other companies are in the community that also make medical devices are, or in pharmaceuticals things of that nature, anything related to the medical profession you can actually do with search by county, by state, by city, um and put in what is called an s i c code. Now don’t throw me into jail yet. Okay. First of all, it’s called jargon jail it’s not just jail, it’s not just this is not ordinary jail. This is joking. You’ll explain what an s i c code is happening. Industrial class. I knew that, by the way, but okay. So that’s a code of just what? What type business? Somebody’s somebody’s in writing there’s thousands of different codes. That’s, right? So you can actually search by code and find out and, you know, of course it’ll he’ll give you the code you put in the type of company you’re looking for. I’ll give you the code. So, you know reference librarians are ready to help you and doing this. Type of research. So really, they can be your best friends in trying to figure out how to use reference yusa and you can come up with a wonderful list of prospects and some, you know, very good basic information on the companies. Maria, what we’re going to find if we just go to reference, use a dotcom, you have to pay for it there if you go directly yourself, you know, i’ve never tried it, but i do think it is all i think it’s all right? Yeah. Okay. But of course is you said, you know, it’s free and libraries. All right, so i would i would just check out safe. Your library has that because, again, you can probably access it from your own death. Top simply by using the bar code on your library card latto log into your library. Interesting. You’ll find out at your library. Okay. Very interesting. Uh, what else you got? Well, another good source of information is really local news sources on dh, sometimes specifically sources that covered the business sector. So, for example, in new york, you’ve got crane’s, new york here in new jersey, we have a publication called nj biz what about fargo, north dakota? Yeah, i mean, you could. What you should do is find out what the business publication is that covers your state. Sometimes it would be a regional publication. I know there’s like a philadelphia business journal, that type of thing. So you would want to look again here. A reference by burning could be very useful to you. And just finding out what are the business publications or business newspapers for our state. And they’ll be able to point point, you’re right in the right direction. I want to make sure we take care of our fargo north dakota podcast listeners? Absolutely. Absolutely. So, you know, what you would want to look for is those stories that are very often even in a down economy. These types of publications will be covering those successful business owners, right? So they’re trying to, you know, seldman good news as well. So when a business owner is being interviewed by a newspaper executives covering the business industry, they will very often open up about the history of the company. Maybe give you some ideas about where the company is going sometimes. It’s hard to find sales. Information on a company and during an interview process they may say, well, you know, last year our company did ten million in sales were projected to do twelve million in sales this year things of that nature, yeah, so you can find out some good bits of information from them. And also these business publications for the state have, um, books of lists, for example, that they’ll put together. I know that as a subscriber to nj is i get on annual compiling called book of lists, so they do cover both private and public companies in these lists and it’s done by sector, so they’ll have, you know, the top accounting firms, top pharmaceuticals, etcetera, so those lists can be very useful because they will give you a ll that general benchmark information that you’re looking for on a business, sales employees, you know how well they’re doing and that sort of thing the’s air, excellent resource is that i don’t think people are thinking about for prospect research, and you and i have talked about going to a library in previous shows what i’m i’m just going, oh, i got to send live listen love to seoul. Korea maur ah, man, we’re really getting the asian, um continent is is really doing very well. Seoul, korea live listener love, welcome. I’m just gonna ask what? What else? What else you got? Doi n well, i think that the, uh, state at the state level itself, okay, now we’re not talking about newspapers, but the states themselves very often will have business filings, so you can add usually access that information through going to your particular state itself. What i’ll do is after the show, tony, all post on your lengthen and facebook page, a resource that will give you a compilation of the secretary of state databases where they can access for their particular state. So are being just a way for them to just jump off into the state that they’re interested in researching, but very often you’ll have the various business filing. So while it’s not going to give you most of the time, it’s not going to give you sales figures and so forth for the state, if you have somebody that you’re researching and you suspect they may have some sort of company, some sort of interests in private companies elsie’s, etcetera, you could just look up their name in your state registration directories and find out again, and those are all online, and most of the time, they’re also free. Sometimes you’ve to pay for full report, but you can get a lot of basic information for free. We’re gonna take our break now, and when we return, of course would be a simple. We’ll still be with me, and we’ll keep talking about public info on private companies. Stay with us. Yeah, you’re listening to the talking alternative network. Treyz 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 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. Talking alternative radio twenty four hours a day. Oppcoll maria, i’m thinking that since these are local companies, that building personal relationships is going to be important, yes, very important. So when once you’ve you’ve been able to compile some lists of companies in your community, i think the best thing that you can do is actually have those circulated with key staff members involved in fund-raising especially, but also with your board and your board, particularly if you do have a board fund-raising or development committee in place, why not circulate the list because of what they might be able to do is make some introductions for you get you in the door? Maybe you’ve got gallons or our golf outings that you’re planning, so that would be an opportunity to reach out to some of these companies and seek sponsorship dollars that might be your way in the door to developing the relationship further, right? And we’ve had other other segments what one specifically i’m thinking of what about building that corporate relationship on about how it’s it’s start? It could start with sponsorships, but there’s all kinds of other possibilities volunteering, having having people from the company come and volunteer with the organization staffing for events, you know, a corporate relationship could be very diverse. Yeah, you’re absolutely right, tony. And, you know, again, here it goes back to who’s behind the company. How long have they been around? Is it a family run company? And so very often you’re going to find that they’re very community minded and it’s going to be much easier. Macon approach to these companies and develop relationships then though really large corporations in your communities that are going to require a much more sophisticated process in making your approach. Yeah, yeah, yeah. So generally the advice is don’t don’t forget the local guys. Oh, absolutely. I don’t know if you remember that book that was around that was written quite a number of years ago. Now it’s seems the millionaire next door. Yeah, sure. Right. And they talked about the people who are in those, you know, dull or or a normal type of businesses with stamp dealers, the coin dealers that the paving contractors, the plumbers, electricians and so forth and very often these are the people who are quietly building wealth in the community. They’re not flashy, right? That was the one thing they really covered. A lot in that book is that these people are are not living flashy lives. They might be living in a very modest home, but they’re building well and, you know, you do plan giving. I mean, you talk about, you know, that type of a person could be perfect in terms of a plan giving prospect there at the right age. Do you remember that book? But your reading comprehension is much better than mine? Oh, i think i talked about that book a lot. Get royalties from it is i mean, you know, it wasn’t written. The book was not really written for the nonprofit sector or fundraisers, but there’s certainly a lot to be cleaned. It was really written as a how to manual to becoming wealthy caesar. What wealthy people do so really goes into a lot of detail about profiling wealthy people. What other ideas do you have for finding out some some information before you start to talk to the these local? Well, well, you know, we can’t keep bringing this up in so many of your shows, but lengthen is a really good source. So again, here, if you are looking to connect with that person behind the company check out check out. They’re linked in profile. Very often the companies themselves will have a separate linked in business page that you would want to check out and see what’s going on. Um, another good resource that i recently came across is called glass door dot com. Okay, and so i was playing around with that one, and they give some basic information about the companies. But what kind of an interesting is they give reviews so it looks like maybe employees are very recent. Former employees give reviews about the company there’s sametz salary level information. So if you happen to know what particular title somebody holds within a company, you might be able to find information there. So they seem to cover quite a range of types of companies, a lot of public and private. But that might be an interesting resource for people to bookmark for themselves. Plus, you might find out some things about your prospects that maybe you’re not sure you want to know if if employees are putting, you know, putting their own comments about the company. Um, yeah, this is glass door, and you’d probably do it. In such a way where? I mean, they don’t give the name of the person they just kind of gives, you know, their former title x y z, you know, and then it’s the location of the company is glass door a pay site? Or is that free? It appears to be free from what i have, you know, all the things that i’ve been trying to do within her free. Okay, excellent glassdoor dot com we have just about two minutes left or so what? What you like, like there’s facebook possibilities do, right? Yeah, yeah, definitely more and more companies, especially small to midsize companies, are getting in on the social media revolution, if you will, by putting up facebook business pages. So certainly, but i would say that you should check out social media sites right before meeting with the company. So if you finally do get that appointment and get your foot in the door, check out what’s going on on social media that’s a really quick and easy way for them to make updates tow what’s going on, uh and there’s some great news that they want to share about their company, etcetera and it might just provide you with a fantastic talking point, something else? Maybe they share a great tip. Maybe you’re approaching an accounting firm and they provided some tips for year and tax planning. I don’t know, um, you know, you could just say, hey, i happen to notice on your facebook page that you have these great ten tips for pre-tax planning, i’m going to share it with my colleagues back at the office, you know, just the fact that you’ve demonstrated that you i looked into them, you’ve researched them enough, i think that’s going to flatter them or even just the latest vacation pictures. Yeah, well, i don’t know that companies are posting that. Oh, that’s true. We’re talking about the company’s facebook pages, okay? Yeah, because here we’re talking about the company that paid well, you could go to this. Could trust a friend. Somebody personal, right? What about the right now? We just have about thirty seconds left. But this interesting. What about looking at the persons in the person’s personal facebook page? Well, you can try and do that. It really all depends on how they have their private. They’re setting exactly be able to be very much at all. Okay, but yeah, i mean, this is, you know, this is an area of some controversy, if you will, within the prospect research community should we be looking at, you know, people facebook pages? Um but if they are set in such a way that they are public, if you will, they haven’t tightened up their privacy settings. You know, you get again if you can see the information again. If you see information, your gleaning is going to be valuable and cultivating and soliciting. So we’re not here to just gather random pieces of information. They have to be useful to fund-raising maria simple is the prospect. Find her you’ll find her at the prospect finder. Dot com and she’s, our monthly prospect research contributor maria, thanks so much. Thank you. Have a great day. My pleasure. Thank you. Next week, andrea nierenberg returns. She had so many good ideas on the october fifth show talking about new friends from events that i wanted her back. And she said yes. I was surprised, actually. But since you know she’s, not a pathfinder here’s, just a guest. But she said yes, and we’re going to talk next week about her thirty for things to know about people and i’m i’m wondering for some people one or two things made just be quite enough, it’s, but we’ll talk about the people who you want to know more more about. And also amy sample ward, our monthly social media contributor she’s, our social media scientist she’s going to be back she’s, the membership director of non-profit technology network and ten but her principal responsibility, of course, is to tony martignetti non-profit radio. We’re all over the social networks run linked in we’re in the facebook page, and then maria said she’ll post that list of st contacts on both and both those places you could follow me on twitter. You can use the hashtag non-profit radio you can listen to non-profit radio live or archive the archive you’ll find on itunes at non-profit radio dot net. I’m on foursquare. We can connect there wishing you good luck the way performers do around the world were still in sweden, where they lightly kick performers in the bud before they go onstage. No hands, please, and they say brita at ben britt at, then break a bone you could break any bone, maybe just a small one, maybe just like a risk bonem latto bone, those att least those toe bones they usually heal without without a cast. So hopefully it’s a small bone you’re breaking, and i’m wishing you for the week. Brit at ben new listeners again, welcome. I hope to have a bead on how many of people have joined us in the month of october. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and this shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next week, either podcast or live at talking alternative dot com. Next friday, one to two p, m eastern. Dahna. You didn’t think to do good ending. You’re listening to the talking. Alternate network duitz getting anything. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening. Tuesday nights, nine to eleven. It will make you smarter. Talking dot com. Hyre

093: Charity Transition & Go Offline – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Julia Bonem, executive coach and principal of Career Change for Good

Maria Semple, The Prospect Finder, consultant in prospect research and author of “Panning for Gold: Find Your Best Donor Prospects Now”

Read and watch more on Tony’s blog: http://tonymartignetti.com

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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 it’s friday, may twenty fifth twenty twelve welcome again and i very much hope that you were with me last week. I’d be devastated if i had learned found out that you had missed last week’s show, which was susan gordon, who told the story of causes dot com ah platform for activism and philanthropy. Also with me was professor gen shang. She shared her research on five words to boost your fund-raising do you remember what they were? Kind and caring were two of them? That was last week, this week, charity transition. We’re talking about making a career transition into charities, but julia bonham’s strategies will also help those who work in non-profits already and are looking to make a change within non-profits she’s an executive coach and principle of career change for good don’t let your employees listen and go off line. Maria simple is the prospect finder and our prospect research contributor this month, she has tips for conducting offline research. There is a world outside the web use your board network in your community and host cultivation events. The best prospect research comes from face to face meetings with people who you want to know better between the guests on tony’s take to its planned e-giving, not product giving that’s a block post from april that i haven’t talked about on the show, use the hashtag non-profit radio to join the conversation with us on twitter. Right now, we take a break and when we return it’s charity transition with julia bonem stay with me. Dafs you’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl are said to want to nine six four three five zero two for a free consultation. That’s lawrence h bloom at to one to nine six four three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio. Naturally, my guest now is julia bonem she is principal of career change for good, an executive coaching firm dedicated to helping corporate executives transition into the non-profit sector and non-profit professionals move up when she started her consultancy two years ago, julia had twenty four years of experience in non-profit development, very pleased that her practice brings her into the studio. Julia welcome. Thank you. Thank you for having me today. Telefund have you, um, what? So what’s a yurt top idea for making the transition from something corporate into a job in non-profit well, it’s very important, tony, to be very committed to a mission or two. Obviously, if we’re interested in animal rights, for example, or women and children’s welfare to really have that nailed down, we don’t want to have sixteen interests when we go out into the market. Although we may have those or the or the standard, i’ll do anything i just want to, i just want to give back really, really very unfocused and really, really difficult in the market right now, the market is a very crowded place it’s very noisy when people tell me when i’m coaching them that they’re open when they initially start with mayor, we have our initial consultation that is fine, but in terms of getting out there and branding, it is really important in the networking in the written and oral communications that they have a very specific focus. The second part of that is in addition to being really committed when we speak to one, two, three missions that they have some form of non-profit experience it’s very common when i’m seeing career changers that they have not everybody but that ah, good, a goodly number of them have corporate experience have transferrable skills, but you can, you know, jump up and down about a mission, but unless you’ve done specific volunteerism and i can talk a little bit more about project work, get into the project work it’s very hard for an employer in this market to think about bringing somebody on board that doesn’t really have an understanding of how non-profits work, okay, before we get into the volunteering and proving your commitment, are there sectors in the corporate side that air that seem like you’re? Finding more people from particular sectors that particular careers within corporate that want to make the move to non-profits than than others. Well, as many of us know and it’s been in the news, the law field attorneys are particularly exp burian sing a lot of turmoil right now with the downsizing of firms and even in house ah, loitering within corporations and so a lot of attorneys air looking to use their very fine, in many cases writing skills and analytical skills to transfer over into non-profit other development work and other parts of non-profit besides attorneys, well, there’s a lot of downsizing as we know in corporate america, particularly on the financial side. And so some of those people are looking to move over with their financial skills with their spread sheet and, you know, cfo skills into non-profits that khun use them on the cfo ceo side. So you said a lot of people initially are open, which is good how can someone focus on one or two non-profit commissions? Well, what i do with people is really start to drill down on what their interest areas are and come up with targets, so as i said, before we don’t wanna have a plethora of targets, we want to have one, but how do you two three figure out what? So we we very often people are able to figure out the missions that they’re interested. And so, as i said before, animal rights children, women’s welfare could already could be charities that they already give two absolutely where volunteering usually people have a very clear idea about which missions motivate them. The mutt most the second piece is what size organization they want to work in, and that could be a cultural preference. I like working in a small entrepreneurial startup, or it could be a cultural preference for a larger, generally more specific job functions that come from working in a major university or hospital, so stewardship or major gifts or an in house attorney, which not all non-profits have and or, you know, a cfo type position as opposed to cfo and operations. The third part of the target, which is usually harder for people, is what function they want to perform so often people know that they want to get into fund-raising or they know they want to get into the law side. But they’re not quite sure they may have been an attorney in other cases in a law firm, but they’re tired of practicing law so they don’t know that they want to transfer their skills but not their job title sabat attorney or general, exactly, and that’s where the hardest work comes in. All right, well, let’s talk, we just have about two minutes before break let’s introduce this idea of the volunteering being specific in your in your volunteer work very, very important, and i don’t want a privilege any type of volunteerism over another. All volunteerism is important in their sector as we know, but if we want to get into a new field it’s important also volunteer strategically. So again, if i’m interested in health care, i might go to my local hospital or hospital that has been particularly helpful to somebody in my family or myself, um, rather than a specific disease foundation necessarily where those skills will be transferable, as opposed to another subject matter broker and then in addition, project management skills are very important, so we really want to dig down in the volunteerism and be able to say ana resumes at the top of our resumes, by the way, and i think we’ll get into branding a little bit more later. What are the project skills within those specific areas that i was able to get my hands into and show achievements in? We’re gonna take a break right now. Julia bonham is principal of career change for good, and, of course, she’s going to stay with us, and i hope you do, too. E-giving didn’t think dick tooting getting ding, ding, ding ding, you’re listening to the talking alternative network e-giving. E-giving 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 huntress people be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. We’re talking about charity transition with julia bonem on executive coach julia before the break you had you had were giving the example of strategic volunteering, and you said, if you’re interested in health care, it might be a preference for volunteering in a hospital setting versus one of the maybe maybe one of the medical causes. Why did you make that distinction? Well, it really depends on the person, but some of the medical causes air very specific, and again, i don’t want a privilege one type of volunteerism over another, but if you have a more general interest in health care or if there’s a hospital that’s particularly speaks to you or your family because they’ve been helpful to you in your particular circumstance, that might be a more logical place for you to volunteer than, say, a disease related, you know, foundation, clearly you need to spend time at an organization that’s meaningful to you get something out of it, you’re going to get great project work-life we’ll talk about it, perhaps not just do something because it seems good, absolutely, like it seems good for the resume is what i mean absolutely so it’s it’s a mix of both you can’t on ly be committed to the mission and expect an employer because we’re really talking about as being it’s attractive to the employer is possible in addition to serving your heart without that mission speaking to you. In addition, teo, being strategic and your volunteers is, um, from a skills and project point of view. Now this volunteering doesn’t have to be on a board that could be aboard, but if they have an opening on, if they have a need for someone like you but doesn’t have to be bored, volunteering doesn’t as long as you’re able to get that project work where you can show some specific achievements. For example, very often, when people are interested in higher education or in education in general, i counsel them to reach back, for example, to their independent school or if they went to an independent school or to their college in order to do class fund-raising, for example, or class organizing or writing for the college, these air skills that are going to be immediately picked up on because they want to involve their alumni and they want to, you know, get that extra volunteerism. Onboard and its project work really important, right? You’re stressing the importance of project work, not just sort of showing up and stuffing thiss type of so you you need to be vocal when you’re volunteering about the types of things that type of work that you want to be doing? Absolutely, you know, there may not be that opportunity right away, but as you get into your tenure and i hope people you know, develop a tenure where they are volunteering, they can’t approach people for project work if they can’t get it right away, because they’ve, you know, made their inroads, they’ve made their networking there, they’ve done their networking there, and they’re able to reach out at a certain point when the timing is right. Okay, so let’s, talk a little about the branding of yourself, and this is this will start to apply to people who are within non-profits already capsule and want to make it just a job change, not a not a career change. Obviously the resume is critical. What of the other tools that we’re branding ourselves with? Well, the resume is critical if i could just go back for second because we want to get the non-profit volunteerism if we haven’t worked in a non-profit before at the top of the resume and their ways to do that a lot of times, it’s buried at the bottom, particularly for career changes because they’ve been using a certain resume and corporate that they’re not, you know, necessarily knowledgeable about how to translate that into a non-profit setting. So how do we get that upfront instead of, like you’re saying community activities way down at the at the bottom? Well, we can have a section called non-profit experience a top with there description of what they’ve been doing, but more importantly, the achievements that they’ve had in their project work, and then we can have a section called other corporate experience. I prefer other because it’s sort of de emphasizes in heading what they’ve done by highlighting it as corporate as opposed to other experience that might be transferrable. Okay, on the other parts of brandon and their three other parts of branding are the aural pitch, which is so important, then goes back to what we spoke about at the beginning of the program in terms of targets, so we want to be able to say very specifically and it’s very much like a business pitch for those of us who have mbas air transferring over from corporate sector or raising venture capital, for example, who we are, what we’ve accomplished with some specific examples to examples, preferably what we want to do next. And this is the most difficult part are unique value proposition. Okay, let’s, let’s. Come back to the aural pitch and the details let’s just lay out what? What? What are branding methods are right now? Well, that’s one of them on paper, we also want to have well online. We also want to have in written form. Arlington on arlington needs to have the key words in that very important real estate right below our name what we want to do, it doesn’t necessarily have to reflect what we’re doing right now. So i have somebody, for example, who is not a director of operations right now but has director operations, you know, analytical skills, strong writing, for example, and then they can echo those within the linked in profile in the summary and specialty section. The idea is to try and be found, if you will, by people that are interested in your background as employers and as recruiters to a certain extent, which we’ll talk about later and also anywhere you’re going to be talking to somebody, either in a networking context, networking with hiring managers or for a job interview, you’re going to be checked out on the web and so it’s going to be a regular google check and also on linked in check, and people want to see what you’re about, whether you’re going to fit in based on your experience and based on the way you present yourself, okay? And there’s there’s one more tool that we need to have, right? Yeah, business card. The business card is really important, and that also has two echo what is being said under that real estate onto your name, if you will and at the top of your resume. Okay, so this is you shouldn’t be giving out for job search purposes. Career change purposes. The business card of your current employment. Well, you can on some people feel uncomfortable carrying a second card, but what i would say is optimal is to carry a second card that has more than just your name. Your email address your linked in and your phone number, which is very important, but also those keywords about what you were looking for, what you’ve done in the past so fund-raising professional major gifts, an annual giving or attorney non-profit expertise, okay? And what if you’re making the career change? What then? It should echo what your linkedin says about what you’re aspiring to absolutely aspiring is okay, we don’t necessarily have to make a ha one hundred percent history of what we’ve done on the business card. We can position ourselves because it’s all about marketing, positioning, ok, so we have the resume, the aural pitch linked in profile and and your business card absolutely what’s another. I think people get hung up on the reservation. I would ask you what what’s, another piece of advice for the resume. Just a really succinct profile about what you want to do, what you’ve done, what your core competencies are at the top. In addition to the experience that we talked about in the non-profit and other sections with quantifiable project work numbers, people get caught up on sometimes not having numbers. Numbers don’t have to be dollar signs, although that is important if you have them also know if you if you coordinate events or or you’re an events professional or you aspire to be an events professional, how many events did you do in a year? How many people attended? How many people volunteers? Did you organize anything that helps in in the quantification of what you think she knows where all those important outcomes that you mentioned earlier? Absolutely what’s your advice on length of resume two pages this fine in the non-profit setting some career changers get let’s unless these days, but particularly people who have been on wall street in the financial sector that’s a demand often that they be on one page in their own profession. I think that you, if you have, if you’re out ten years, say even five you can go to a page and a half ten, i would say more like two three is excessive, i think in this market, ok, even for someone who’s got maybe twenty years, twenty five years experience, and they’re looking to make the change. Often those people will do a summary bio on a separate sheet of paper that they can submit if the employer’s interested, but certainly for first queries. I think that two pages is is the limit. Um, i mean, i could do my life in two paragraphs. One has three sentences. So concise is good. Absolutely achieved. Very little. It’s. Easy for me to convey. Convey what i have done. Well, it goes back to the marketplace. It’s. A very crowded marketplace. They say that on average and employer will look at your resume for ten seconds and you have to be able to capture in in six thickness and often in bullet points, which i really like. Ah, a clear and concise message. Okay, let’s, talk a little more about linked in. You gave a little tease about what should be on linked in profile. That important, that important real estate right below the name. Because that’s going to be seen right after what else around lincoln? I like summaries that are in the first person. I think very often when you kind of talked about here in the third person people trying to sound academic or, you know, smart tony martignetti was this and that i right? Yeah. It’s just i bring people in, and that goes. To the photo as well. The photo you want a snapshot, you don’t have to look like you know it’s a studio, you know, perfect portrait, but just to bring people in, a lot of people don’t have photos. A lot of people have very casual photos, and i like something that brings you in both the language and the visual, and then the summary section is really important to position yourself again. This is the section this’s, the narrative where you write your own paragraph, not where each job appears. Supper absolutely, that is the central summary. Go ahead, exactly. So you want to talk about your achievements again? I’m really harping achievements because they’re really important, and then you want to position yourself as you do in the oral pitch, as you do, you know, hopefully at the top of your resume about what you’re looking for and why you as opposed to anybody else in the market and those might be specific degrees that you have. It might be that you lived abroad. It might be any number of things that you bring to the project experience to the market that others may not replicate in the same way, then, on the specialties section i really like and i like a list of what you’ve done proposal writing, if you’re an attorney and this is where you would bring in your project, work from the volunteering absolutely, but in the skills and it’s called out a special specialties is it’s called that on link toga there’s, a relatively new section as well. I won’t call it new new, maybe a year to old called volunteer experiences and causes where you want to really bring that up front above, often depending on how comfortable you feel about and how involved you’ve been above the work experience. Okay? Oh, and you can move the sections around sections around now. Oh, i don’t know if people know do you know how to do that specifically? Go into the edit section where you work iss and you can bring that up? I believe i don’t know the specific, okay, but there is a way to change is a sequencing. This sequencing is really important, and then the skills come in again, where you can choose specific name tags for what you’ve done and those air also searchable by potential employers and colleagues okay, so oh, god and then groups is really important. You can choose up to fifty groups and linked in. I don’t know that you want all the e mails that come from that, but you could do daily or weekly. Jj, i just repeated change your preferences for each for each group individually you can have. So if one group is really important to you, you can get daily emails, others less important. Get weekly digests absolutely and it’s really important to start contributing selectively. I mean, you don’t want to spam everybody but as a thought leader in some of those groups, so i’m a career coach. I may want to go to one of the groups that i belong to non-profit transitions, for example, non-profit boards and start talking about some of these issues, and people will often do in lincoln in in messages to me as a result of those postings where they post questions and we start to develop a relationship. Okay, we spent a good amount of time on linked him, but it’s one of the four important tools and for people who don’t have it, they obviously need to have it they need to have it also, tony, because we need to develop over one hundred connections often we want ends to certain organizations were applying tio we’re interested in certain organizations learning more about them. It’s very difficult if you don’t have a broad network either online or offline or both to find people that can make the introductions for you into the organizations and for the opportunity, believe it or not, we have just ah committed a half or so left let’s talk a little about networking because that’s critical and we’ve been talking about online networking what’s your advice around face-to-face networking. Well, first, we want to look into who is within our immediate network family, friends, people that we know on board spouses of those people who are on boards. A second piece are events, and i counsel people to go to at least one of them a week from their alma mater, possibly in an industry specific event, so it could be the support center for non-profit management, women in development, association of fund-raising professionals, junior league sponsors a lot of events cope if you’re interested in events specifically event organizing council on protocol executives, that’s group okay, okay, and then we want to start to tap into the hidden job market where we actually list out organizations that were interested in and use linked in and other connections to try and find the hiring managers within those organizations and take meetings with them. The hiring managers not just that’s, not the hr people. This is the manager who’s your you’ll be working for at a sylar grantwriting hopefully working for starting out with a networking relationship that you hopefully keep up over time, and when an opportunity becomes available either within their organization or another one, they have a positive impression of you and are able to either hyre you refer you to that opportunity, we have to stop there. Osili bonham is. Julia bonham is principal of career change for good. She started her consultancy two years ago when she had twenty four years of experience in non-profit development. My thanks to julia, and right now we’re going to take a break, and when we returned, it is tony’s. Take two, stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour in april, i had a block post called it’s planned giving, not product e-giving and i wanted to make people aware that there are some financial advisors who sell products like life insurance and annuities, and often they want to offer their help to your plans e-giving program. But often your program is not their first interest. Their first interest is earning commissions on the financial products that they sell and it’s amazing how when you talk to them, their best solution for your plan to giving program is just happens to be the product that they sell. This does not apply to all financial well, never financial advisors, but all people who sell financial products. I in fact, when i do seminars for clients, i routinely include somebody who is a life insurance broker, but the person that i use understands the role of life insurance in a broader plan to giving program, and there are people who cellphone ansel products who don’t recognize that, and they just think that the basis of your programme, as i said, should be the products that they sell. So you just want to be aware of self interest among some people who are offering to help your plan e-giving program? Do they have your plan e-giving program and your donors as their first interest? Or is there something else going on? And that post is from april it’s called it’s planned e-giving not product giving, and you’ll find that my blogged at tony martignetti dot com that is tony’s take two for for friday, may twenty fifth twenty twelve it’s the twenty first show of the year. Maria semple is with me. Maria, how you doing? Hello, how are you today? I’m doing terrific, lee, you are the prospect finder. You are also an experienced trainer and speaker on prospect research. And people will find your website at the prospect finder dot com and they’ll also find your book, which is panning for gold. Find your best donorsearch prospects now. And maria simple. Welcome back. Thanks so much for having me back, tony. My pleasure. As always, we’re talking about go off line. There are things it sze hard for me to believe that there are actually places that people can go for prospect research and they’re not on the web, is this actually a truth? It is it is absolutely so you know, i i was thinking about this because i do a lot of networking, and sometimes i will see non-profit executives attending, and it seems as though it’s definitely more than smaller to midsize non-profit so that would be your audience of listeners. Tony and i was thinking about how someone who might be an executive director or a development director who is looking to do some more prospect research, whether they’re doing reactive or pro active research, and we’ve talked about that in the past couple times where you may have certain people you’re looking to gain more information on or you’re looking to just get more individuals aware of the great mission of your non profit organization and therefore spread the message, and hopefully they get engaged and become donors. So i was thinking about some of those offline activities and thought we might concentrate on that for this particular segment. Yeah, sounds good, let’s see? So when they were talking about shops where there isn’t a devoted prospect researcher and maybe, you know, i think later on we may we may bring in those shops where there is a devoted prospect researcher, because there are things that they could be doing also that are not online, so we’ll get to that. But the board is for smaller shops, the board is a good place to start. Is that right? The board is a great place to start, so if they really understand how, how, just constantly keeping their antenna up, for example, when they’re out and about in the community, doing other community service or in their business world if they’re able to just i kind of know what to listen for in terms of engaging more people for your non-profit working okay on dh, what are we asking? Boardmember is to listen for what specifically what instructions should we be giving them? So i think it be great to give them instructions. First of all, they need to be very clear and understand everything that your own organization does, so that when they’re out engaging with people and they’re having a conversation and letting people know that they serve on a specific board on, and they should be very proud of that their ambassadors for your organization and then they engage in a conversation, you know, let’s say you they are a boardmember for a local why? And they happen to be talking about something, some aspect of the children’s programming, and if they happen to notice that that seems to really catch the attention of the person that they’re speaking with it’s definitely an opportunity to engage them further, invite them in for a tour. Uh, maybe invite them to an upcoming cultivation event or gala event or something like that indefinitely on opportunity, a door has been opened really for you to get more information and engaged that person further. My first guest today, julia bonem talked about for people changing jobs, having an aural pitch should should board members have something similar? You know, the elevator pitch, you know, that would probably be great, of course, when they’re out and about and networking there, they’re thinking about their own elevator pitch, but certainly they should have a very concise the description of what the organization does in such a way that it’s not going to bore the person to tears, that’s listening to them, but certainly will make the person se gi tell me more about that organization sounds fascinating. So, yeah, that’d be great, you know, speak. Speaking of other guests that you’ve had on your show, tony, you had someone on on april twentieth who was from morgan stanley, her name melanie dellaccio burghdoff schnoll begun begun, and she talked about something called radical list. Elearning and that really kind of piqued my interest because that’s, exactly what we’re talking about here is radical listening, so moving the donor or the prospective donor and really at some point that will help you to form a valuable proposal. So she talked about the aspect of putting on your listening ears. I’m putting some information out there and waiting for that reaction. So in terms of prospect research and you’re out and about in the community and doing your offline activities, as i call it it’s important to really put those listening ears on and and understand what the person is communicating to you and then all importantly, making sure that you go back and capture that information in some sort of a call report. Uh uh, maybe create a new donor record in your donorsearch off where a donor prospect and capture any important pieces. Of information you’ve gleaned from that conversation. Okay, we’re going to talk about the coal reports shortly thiss doesn’t stop with just the like the fund-raising or development committee that this should be the full board, i think no, i think it should be the full board. Certainly the fund-raising or development committee is most focused on fund-raising but really, the entire board has a fiduciary sponsor ability to the organization and the full board. They’re all ambassadors, and they are they are all every one of them ambassadors. So, you know, there are plenty of ways to get them up to speed on the fact that even though they may not be totally comfortable in being the person asking for money, there are certainly a lot of other points along the development, a cycle that they can be very helpful for they can host cultivation events, they can invite people to those events, they could certainly get involved in thanking people in stewarding people, and every one of those points along that development spectrum is an opportunity for the boardmember to engage people, to again be an ambassador for your organization and gathered valuable, valuable information that we probably will not find online. Yeah, i blogged about this at one point where saying that you’re your your best prospect research and of course i’m not a prospect researcher, but i believed that i still believe that you’re best prospect research comes from face-to-face meetings on, in fact, that was just happen to have it here it was called best prospect research comes from the prospect on dh that was blood that in july two thousand ten, right? I had an opportunity to review that because i wanted to make sure you want to make sure that i i covered, you know, any of the points that you brought across in that, and they were all excellent point, you know, i like the way you talk about really, you know, sitting down over some sort of a meal if it can’t be a complete meal, obviously, you know, you can meet for a cup of coffee or something like that, but there’s, really, you’re you’re right, tony there’s something about sitting down across the table from somebody and in a more relaxed atmosphere, as opposed to a planned meeting in an office or something, which then feels very much like a business meeting i like, i like that you’re you know, you’re sharing a physical space, you’re probably not sharing the food because you don’t know the person that well, but you’re sharing a physical space and there aren’t going to be interruptions by assistance and other people coming in or calling the office. Of course, people do have cell phones, but usually they’re polite enough to turn those off or at least not take the call when it comes through. The thing i like about meetings over a meal is everybody understands the flow, you know, we have a general idea when the server is going to come and bring water, and then when they’re goingto take the order and roughly when the food is going to come and, you know, this sort of there’s a flow that everybody understands, but when you’re in someone’s office, the flow is totally under their control, and i like a more neutral, uh, space that everybody understands the timing of right, and i think that people then will open up a little bit more, you know? They most people tend to live to talk about themselves and their family, so it’s definitely. An opportunity for you as putting on your prospect research had, if you will, to gather more information on those missing puzzle pieces that you perhaps did not readily have available in internet databases very often information about a spouse and about their children. Those are usually harder pieces of information to find on the internet unless there’s been really great biographical articles written on that person already, which is more a rarity than not know. So in a one hour meeting, you can learn a lot that could take you very much longer than that to find out on the web, and then you might not even find it right like that radical listening? Yeah, just, you know, and so they’re like i said there’s that point along the continuum of fund-raising cycle that doesn’t involve the actual ass. So gathering that information and and understanding what pieces you may have missing from your your prospect research report or your donor file is definitely important as well. Let’s go back to directly to the board there’s another way that they could be involved formally, which is, and i’ve talked about it on the show, having them screen lists of people like peer reviews, absolutely what? How does that take shape was that you would want to make sure, first of all, that everybody understands they’re coming to this meeting, this gathering and that, and that should be done really in a private office space, not in a public space. So you want to have that, as, you know, a focus meeting on doing a a peer review session or prospect review session, they’re coming. Ideally, you should be coming to the table with list of prospective donors that you’re hoping to gleam or information about these air prospects and maybe even just suspects and maybe even just suspects want to explain what a suspect is. People may not know the difference well, so that might be somebody who you’ve heard about in the community. They happen to be engaged with other non-profits do similar type of work to yours. Sametz you think that they may be wealthy, but you want to kind of have an idea before you start delving too far along into this, you know, prospect research process, so maybe they actually know them and can give you some additional information, right? But at this point a suspect, you know very little about you just have those beliefs that you described on dh opinions about what they might be interested in, right? Exactly. Okay, so so how does this peer review screening worked then of the other board? So ideally, if you couldn’t bring some names to the table for people to look at whatever you might already know, some very basic information about the individuals where they reside, where they work, um, and again, this is all very confidential, and i also recommend that anything that you do print out in these reports on dh circulate amongst the committee members stays in that room. It does not leave, so i’m very sensitive to trying to keep information all as confidential as possible don’t let people take take the list home with them or email it to people who can’t make the meeting shouldn’t do that. Well, if you have some sort of a secure, more secure email system, you know something that would allow you teo securely share the information? Yes, you could do it that way. The person can’t make the meeting, but the best feedback is really going to come when they have that. Interplay amongst each other and, you know, saying, oh, yeah, i’ve heard about that person and, you know, i happen to know a lot about their business or their very new to the community, and i know they have a wife and two young children, so it may spur on additional thoughts and conversations that simply won’t take place if you just female out a list and say, let me have your feedback on this, you know, um, let’s talk about family foundations for a minute because i find that when non-profits are really looking to expand, uh, their donor full and get proactive about getting more names in the pipeline, i usually tell them what focus on some family foundations in the community because these are people that have taken philanthropy to a new level, have gone the step of creating their own family foundation. So let’s, take a look at these families and see if they might be suitable prospects for us so you can use something as simple as guide star most non-profits will have access to their premium level service for free so you can actually do this type of research, come up with names of family foundation’s let’s, say, in twenty five or fifty mile radius of your zip code and then bring those names to the table, along with the trusty names affiliated with each foundation. So it’s an opportunity for you to walk into a development committee or a board meeting or a peer review session and say, my research has shown that we have one hundred and fifty family foundations in our nearby communities, that we serve here’s, a list of them here, the trustees. Does anybody have a connection to the foundation way have only about thirty seconds before a break, where will people find this guide? Star premium service that you’re saying is free guide star g u i d e s t a r dot or ge if they maintain their own non-profit the report on guide star, they will also have access to a premium level service access. Okay, and you and i have talked about that before we’re going to take a break. Maria simple, the prospect finder, will stay with me. We’re talking about your offline activities for prospect research. Stay with us. Talking alternative radio. Twenty four hours. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio hyre. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking. Welcome back, come with maria simple, the prospect finder, but let’s talk a little about the importance of call reports capturing this information that that we find in our face to face meetings or just everything is not a meeting, just a chance running into somebody. Yes, absolutely. So a call report would be something that we see ideal to have every executive director development director boardmember prepare after they’ve had it sit down meeting with someone or perhaps even a phone conversation with someone so it’s important to capture that information as quickly as possible after the conversation has taken place, there are going to be tidbits of information that you’re going to glean from that conversation about maybe some very citic aspect of your programming going back to the earlier example of the y why serves of such a wide variety of age for people right from instant and learning how to swim all the way up, tio senior citizens and programming for them. So it’s important to understand, perhaps what aspect of your programming? Maybe they really love the aspect of senior citizens getting in the pool, doing water aerobics or something like that, you know, so you can engage them further in conversation about programming for seniors, so it is important tio lather that information and capture it somewhere you’re going to forget the information. Our memories are very short and it’s important not only to gather the information for an immediate thie immediate near future of when you’re going to further cultivate and solicit that person, but also for the longevity of the organization, you know, in the fund-raising world in the nonprofit world, people move around a lot. So so what do we want to capture in these kottler force? What? What sections should there be? I think that you should be making sure you capture information again about specific programming they’re interested in general age groups. They’re interested in helping what? What are their? What are their hobbies and interests? So that might give you some idea of their level of well in terms of how they spend their free time and all the personal sort of biographical information we took with children’s children, families, what other boards do they serve on? That’ll give you so much information if you know what other boards they serve on, you’ll want to make note of that because again, where they’re serving on boards, they’re probably donating and you can sometimes find even at what levels they’re donating by tapping into specific databases or even going to the web site of that particular non-profit if they have an annual report in a pdf format on their website, you might be able to glean information about what level of e-giving they’re involved in with that particular non-profit so it’ll help you formulate and ask a little better when the time con when the time comes right and these things reports should probably probably be confidential in the office right now, but they should also be shared. They should be shared with the people that need to see the information. Okay, so first of all, the information should all be very factual. I always say to people, when you’re typing up any kind of prospect, profiles are putting information into your donor-centric self is more of an investigative reporter and state everything very factual, you know, date of divorce. If there’s been a divorce or something like that, you don’t need to say anything further about the divorce fight. What you might have heard that maybe in in public circles, you know, i’ve heard the standard that you shouldn’t put anything in a call report or really, in writing or e mails that you wouldn’t want that you’d be embarrassed if the person you’re writing about saw right, and in fact they have the right to walk into your non-profit at any time and asked to see their donor record that you do want to be very cognizant to that at all times and write your report with that i wear go ahead, we have just a couple minutes before break. Go ahead. Yeah, so yeah, just to make sure that the information that you wouldn’t be able to find elsewhere online can perhaps be gathered from any conversations you have let’s talk about, ah, hosting cultivation events for four suspects now that we’ve identified what a suspect is, and for prospects, this is another good wayto meet people and it’s it’s, not the one on one lunch, which could be a little off putting to some people, right? So cultivation events are great and there you will definitely want to have your radical listening ears on prices. So you wanna have if you have an opportunity to make sure that you engage all of your board members to have the same radical listening ears on who are attending this event that yeah, it’s a great opportunity in very often they’re held in someone’s home and so again, it’s a more relaxed atmosphere, you have an opportunity to present a sum information about your non-profit and their importantly, there’s no ask made at that event it is purely for cultivation purposes only. And if you state that the event is going to be an hour long, keep it to an hour long. You know, people’s time is very valuable, so it’s an opportunity to to fill in the blank, some missing pieces that you might have on people. Or maybe it’s the first time you’re getting any information, perhaps you’ve not done any prospect research on them at all, and meeting them at this cult patient event really kind of raises your antenna a bit to say, wow, this is someone we need to engage further and learn a lot more about you could use your board to invite people to the to the to the meeting that to the event that they might know people that they may know yeah, absolutely, absolutely. And that and that is a great way to engage your board. Okay, so you’re not asking them to ask for money. Just bring some people to the table, right? Maria, we have to leave it there. Thank you very much. Thank you so much for having me on the block with those offline activity. My pleasure, as always. Thank you, maria simple is the prospect. Find her you’ll find her website, the prospect finder dot com her book is panning for gold. Find your best donor prospects. Now i want to thank our very much, of course, and also julia bonem been a pleasure having both of you as guests next week, scott koegler will be with me he’s, our tech contributor and the editor of non-profit technology news and the other guest. I don’t know yet because i’m recording on may first. But how can you find out who that guest is going to be? It’s so simple? Find out for our insider sign up for our insider email alerts on their facebook page. You can like the page and you can also subscribe to those weekly alerts. You know you can listen. Live our archive to catch us on the archive. Goto our itunes paige at non-profit radio dot net. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer, shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our hashtag is non-profit radio on twitter. Use that thing. Use it often, i hope you’ll be with me next friday went to two p m eastern at talking alternative broadcasting. You always find the show live at talking alternative dot com kayman. E-giving didn’t think shooting. Good ending. In-kind you’re listening to the talking alternate network. E-giving duvette how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop second guessing yourself move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports, contact dale it aspire athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness are you suffering from aches and pains? Has traditional medicine let you down? 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