372: Free Coaching In 2018 & Maria’s 2018 Plan – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Curtis Springstead, head of northeast New Jersey region of SCORE. 

Also, Maria Semple, our prospect research contributor and The Prospect Finder. 

There’s more at tonymartignetti.com

245: Smart Donor Engagement & The Right Database – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Rich Dietz, director of fundraising strategy at Abila.

Also, Michelle Chaplin, senior manager of online fundraising at PBS.

There’s more at tonymartignetti.com

120: Your Database Policy Manual & Maria’s Top 10 – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Karen Hartt, philanthropic services specialist for Maine Community Foundation

Nicole San Miguel, database administrator for Enoch Pratt Free Library of Baltimore City

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, you know, i’m your aptly named host it’s december seventh, two thousand twelve december seventh sort of inauspicious day in our history. Oh, i want to welcome the november nine thousand november last month we had over nine thousand listeners per show per show. Many, many downloads that came to an average of, like ninety, three hundred listeners per show. So i wanna thank you very much. I want to welcome you very much. Yes, welcome. And i hope that you were all with me last week. I’d be in distress if i had learned that you missed the requesting brain. Professor russell james as technics texas tech university those neuro imaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former planned e-giving fundraiser and director of the graduate certificate in charitable financial planning had research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon. Scott koegler, the editor of non-profit technology news. And our tech contributor wants you to keep your donordigital base secure. So nothing. Can escape. We talked about inappropriate use, sql and inference all that last week this week your database policy manual, karen heart, philanthropic services specialist for a main community foundation, and nicole san miguel, database administrator for the e knock, pratt free library of baltimore city, walking through data entry standards, indexing search ability, naming conventions and other topics that belong in your database, policy and procedure manual. This was pre recorded at the bb khan twenty twelve conference, but their ideas apply much more broadly, not on ly to the blackbaud products and maria’s top ten maria semple, the prospect finder and our prospect research contributor, reveals the top ten sites she uses in her work. True to form for our doi and of dirt cheap. Most of these sites are free between the guests on tony’s take to my block this week. Are you listening to fund-raising fundamentals? Just a reminder that i do that for the chronicle of philanthropy as a monthly podcast and at this point, it’s time now for our first pre recorded ah first guests pre recorded at bebe con your database policy manual here’s that interview welcome to tony martignetti non-profit radio coverage. Of pecan twenty twelve, i guess now are karen heart she’s, the philanthropic services specialist being community foundation and the cold sand miguel database administrator at the naka pratt free library of baltimore city. They’re topic is reserves h policy siege emmanuel ladies, welcome. Thank you, karen. Why don’t you explain what you do as philanthropic services specialist xero unity foundation. Do you want the whole list? No, i just want neo-sage about thirty seconds. I am the database manager. I am the charitable gift annuity specialist. I write all those contracts and i also do the research for the razor’s edge. Okay. And nicole, as database administrator. What are you doing? I do everything. I process gifts. I generate letters, put information and pull it back out of the database. Okay. Everything in and out of david. Okay, let’s, just start with what they call. What you see, something charity is doing wrong around there. Procedures around razor’s edge. What? What? What? What? What is it? We’re trying to move on. They don’t have them. I think that’s probably the biggest thing, karen is not. Yep. Definitely not having procedures and data standards on how to put the data. In to get the data back out again. Okay, well, let’s, just keep it simple and start. Karen, why don’t you give us a first? A first good practice that belongs in your first year manual should be written, i presume, right? The first thing you need to do is understand how the data is in the system. And then you need to figure out how you want your data in the system because it can be the way razor’s edge trained you to do it. Or it could be how your finance people tell you they want it. But for us, the biggest thing was putting the data in in a standard format every single time. So my procedure manual starts with constituent entry, and it works off of the address standards that the united states post office puts out and that’s how we enter data based on the address standards. Do you both have multiple people entering data? Your office is? Yes. Karen is a much bigger office than mine. I’m in office of five people, and we all have to intern ada. And we have twenty five employees in six different sites. We have remote user’s on. We also have ah, secondary office down in the southern part of the state of maine, so everybody interest data not everybody has the capacity to do all the data entry, but everybody as the capacity to do constituent entering, okay and let’s have a little motivation. Step what’s the downfall. Karen what’s the problem if you don’t have standard data entry, your reports are messed up your mailing list so messed up and your executive directors on your back saying, why can’t i send out three thousand letters to three thousand people at the correct address at this time? If you don’t have standard data entry, you don’t have standard data export, you can’t get it out. Everything is all over the place all called the same thing, so you can’t do it. What should be a pretty simple query, i guess, in a lot of cases to get out everything that you should get out. Yes. Okay. So if you have three thousand records, you could have the data in multiple ways. And so if you’re doing a mailing and you have an address field that’s the post office p o box listed above the street address the post office is going to mail it to the street address. They’re not going to mail it to the p o box, but the post office the physical address doesn’t have a receptacle a mail box and so they returned the mail. And so that’s not how the post office reads addresses they read from the bottom up so your post office box, which received your mail, has to be the first address in the line going up and then the city and state yes, just above the city and state, and then your street address so that the post office khun deliver the mail where it needs to go and if you don’t know that address, standard feature and your data comes in from akash certification in the post office boxes listed first on the first address line that’s wrong and it will get returned to you. So you’ve wasted your first class mail all the time it took to process that nailing piece and the time it takes to fix the record in razor’s edge, right? So data standards are efficiencies. All right, so we need standards inputting data there has to be, i guess training you said. You have people in multiple sites, karen, be training around the policies. Yep, and i, my policies and procedures manual, is my training man. I used my training, my policies and procedures manual, to train all my new staff and to do my continuing updating trainings that i run by annually. Nicole is the is the manual changing it’s constantly. Jean well, i think you kind of have to look at it as a document that’s never actually complete, because blackbaud is constantly updating its products. People are constantly changing address or constantly being hit with different situations or events, and you just kind of have to be able to adapt its kind of like the constitution. Okay, it’s, a kapin all right, all right, the call what’s another important element of the policies, procedures. Back-up. I would take it index a table of contents index because of karen had, for instance, has a very large policies and procedures manual and how many pages can it’s one hundred fifty separate documents totaling almost three hundred fifty pages? I don’t know, five or six, i don’t know, i’ve been the d be a first for fifteen years, and i have a very established policies and procedures manual mine’s not nearly that long, but still even in just one hundred pages. Your users have to be ableto find what they need in those hundred pages. And if you have a policy and procedure manuals only five pages it’s not nearly long enough. All right, well, that’s, why i’m in your fight? Your dvds. Finally, when karen says d b a i want to keep her out of georgia. I learned right before the session. Diva, of course, is a database administrator doing business as okay buy-in index and table contents. Right. It’s gotta be searchable. Gotta be able to find it. I assume this is all elektronik form, especially three hundred fifty pages. So yeah. Ok. So it’s not it is not in a print for men like everybody, i get a lot of questions from blackbaud users to have access to my manual, and they want me to send it electronically, and i explained to them very assisting clea that it is one hundred fifty documents totaling three hundred fifty pages, and i would be happy to send you zip files of portions of the manual, but it is more than twenty five megabytes and size, and my email server does not allow me to send it, and i’m not going to upload it on google dogs, so i have a specific pieces that are categorized by my index for i would say, structure buy-in introduction, the constituent entry, and then it goes through for other blackbaud parts of the system, andi, i’ll send them the basic constituent entry procedures and along with my tips and tricks and so that’s a zip file, and i’ll send that to them. Or i have five six different procedure zip files uploaded on black buds website in their shared client document folder, and people could go access it that way. So you also have a document that, as we said a minute ago, is kind of constantly changing and constantly being updated. So a paper document isn’t necessarily the best format for your users. If you, if you make a change, you don’t have to reprint that beat one hundred pages of three hundred fifty pages. And i also like it to be somewhere that my users don’t have toe look through their desk, through their cabinets, through their drawers, through there. Finally, cabinet to find their copy of. I like them to be able to open up a file on their server very quickly and go right to it. It’s. Also a lot more searchable, electronically us, and where i have central f, i have six different. Sites that use my procedures manual, they have to be able to have access to it. And so they have an access electronically so they don’t have to print it off. Okay, let’s, move on. I’m just keeping general. And karen, why did you threw out another practice that belongs in your the procedures, um, campaigns funded appeals and how you how razor’s edge has campaigns, funds and appeals that’s the structure for sending out solicitations and what funds are associated with that solicitation, regardless of whether you’re using a named fund, we have seventeen hundred named funds at the main community foundation because that’s what we do and another orcas nation might only have three of four different funds which are, like, restricted, non restricted general or whatever. And so your campaign’s funds and appeals need to have the same naming process and the same structure so that you can find information and report on information in the same format in the same way. And you get the results you’re expecting so on dh should that naming b is that particular to the organization? Or can you share what? Some of the ideas? What your what your ideas are. Around around these naming convention well, how we think of campaigns, ones and appeals campaign is the umbrella that the appeal falls under, and then the fund is under the appeal so we can have an appeal that has three or four different funds that were raising money for and that naming structures always the year the appeal that’s, the appeal name and then thie campaign is a general name where you re use those year after year after year because we don’t do capital campaigns, we don’t raise funds for ourselves, we give money away, so we raise money to give away so an example of a campaign would be end of year. I can’t bend county fund a great capital campaign. The capital campaign is county funds. There are eleven different appeals underneath that because we have an appeal for each of the funds that’s associated with the campaign appeal, and then those appeals are done every year, so they appeal is renamed every year. The old appeal gets in activated, and the new appeal comes on and that’s, how we do our solicitations and our appeals talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people, better business people. Are you concerned about the future of your business for career? 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Interested simply email at info at talking alternative dot com bonem about you, nicole. Is something similar or different radcampaign funds our campaigns, funds and appeals are a little different because karen raises money for other organizations basically are not raises money for other organisations, but the money that she uses goes to other organizations are money stays in our organization. And we a za public library was twenty three different branches constantly have campaign appeal up campaign’s going on capitol campaigns. We also have an annual campaign, and then we also have campaigns that may be related, teo special projects. And but just like karen and i are different, every other organization is going to be different. Everybody does something very specific and can tailor razor’s edge to their specific needs. Okay? That’s the beauty and the curse of razor’s edge is the flexibility of the system. So, karen, it doesn’t have to be the hierarchy that you described. No thinking about campaigns. You know, there are lots of organizations that i help structure their systems, that they don’t even use a campaign. They use everything on the appeal level or everything just on the fund level. So it’s how your system needs to be set up. But what? You have to do is think about how that process is going to be best for you to get the data back out of the system and what works best to get the data out. And then you structure your system based on that, and then you write policies and procedures so that you have a constant naming structure and a constant format and flow of your data in and out. It sounds like you should be thinking about what you want to get out of razors edge before you’re just exactly, exactly almost work backwards. Yeah, you think about what you need and what report somebody might need toe it might. It actually dictates how the data goes in the system. On our standpoint, from i converted the database in nineteen, ninety nine took over, and so it’s my baby and i helped design how the data is in the system. But i met with all of my officers and said, what do you need for reports? And that dictated how we put the data in the system? And so i wrote my policies and procedures basically, teo, make sure that format doesn’t get lost and for those annual things that you don’t do all the time so i can refer back to them because my memory is like a sieve sometimes, and also so that if i was to leave the foundation, they aren’t hamstrung by not knowing what i did and why i did it. And so they could use that as a training tool or as a fallback to see how i record a campaign or how i record a pledge or how i record a gift and it’s also very important, knowing the reasons why things aaron there a certain way, i can’t tell you how often i pull up data in our older data in our database, and we do not know why it has been entered that way. What thie rationalization for this particular type of coding wass and or even just what certain abbreviations stand for? So i mean definitions of in your policy and procedures manual, and also, i mean, you don’t have to justify every single thing that you do, but perhaps a little bit of insight into why those decisions were made is useful, especially looking back and when staff changes, okay, if we’re going to change something in the database, we talk about it as a staff and what the implications of that change could be future and historic, and it also we’re tracking a lot of data that was in hard copy before is now in the database for a good example is success our advisors. So we have a specific way that we code our successor advisors who are advisors to an advised fund, the donor advisors not allowed it’s no longer available to us to the donor, right? And so that dictate we have that policy, that the information is recorded and raises edge it’s in a specific format. And so when we know that somebody’s passed away, we can go and to the razor’s edge database and say, oh, yeah, this is how we’re supposed to be doing it. So it’s it’s a really good way toe track for historic data as well as future data, because you might have somebody who’s in the position now, but in fifteen years they may not be there, and you might have somebody who’s passed away and it’s a huge request if there’s no documentation on how that request is supposed to be processed in the system. Then it’s, it may not be processed. How was intended to be a stalker? The call? What else should be in this table of contents that you said? Is it self important to them? Document? What else belongs here? Well, i think you just need to have some basic day today. Operating procedures? Um, such a such a gift processing what’s. You know what? What? What happens when a gift comes in? What reports need to be submitted to your business office? What are they saved as? How do you change parameters? What gift types belong in this report? What? Give types. Don’t who do you hard credit for something? Who do you soft? Cut it for something? How do you split gifts? Do you split gifts? Everybody does. Everybody does a lot of these things differently. And we have staff turnover all the time. And i could go from where i work to where karen works and not do anything right. And it would be different. We don’t record pledges unless there are material to our financial statements. So if it’s not a material pledge let’s say somebody is doing a fundraiser and they’re going to raise fifty thousand. Dollars and their pledges. And they want us to record pledges for that that’s not material. So it doesn’t go through to our finance department. We put it in as a placeholder on the razor’s edge. But then we also have a fundraiser where it’s four and a half million dollars. That is a material dollar amount. We do record those pledges. They they have a sign, documentation. They are what we call collectible pledges. And so nicole might have pledges that she runs all the time for her campaigns. And we don’t. We do one massive pledge. Maybe once every ten years, and the rest of the pledges aren’t booked because they’re not material to our bottom line. And we do pledges all the time. We have pledges that may last a year. We have pledges that may last ten years we have, you know, all kinds of pledges and it’s just the difference in the nature of the way are two organizations work where the difference in the nature of the way all of our organizations work. Not everyone non-profit works the same way. Of course. Going to start to wrap up. Karen, why don’t you share what? It is you love about being a d b a database administrator work. But i never do the same thing in the same day. Twice. I do a lot of different things every single day, even though it’s the same basic format i do gift entry. I do. And i do all the stock. So i do stock gift entry. I do charitable gift annuity entry. I work with chargeable maine to truss. I work with prospect management. I work with bringing a new funds. I opened my own funds. I do data services. Esso i never do the same thing every single day, any day. So i love the challenge of it. The puzzle of it. How to figure out getting the data in there. So it comes out the way my people need it. And i love the software. So it just makes my life so much easier doing what i do. I like that. Well, i don’t like that. I’ve spent a lot of time cleaning up a database, but i have spent a lot of time cleaning up a database. Product is gratifying and and it’s gratifying. And now everyone in my office can pull information. And is actually so excited about what they pull out it’s really amazing you, khun go from hardly being able t see any kind of of analytical data in your database to being able to pull this stuff out and just infinitely filed down your donors and they’re they’re giving histories, and they’re giving trends and what they respond to and what they don’t and in the end of the day save money and raise more money because your data is so much better. Nicole had a fabulous slide yesterday where she had it was a period of darkness where the data was a messed up and you couldn’t get anything. And then when the data was clean, it was like having a light bulb. Then you could actually find the filing, so it was a fabulous graphic, and it works really well, but there is great analogy that was karen heart and she’s, a philanthropic services specialist at the main community foundation and also with us was nicole san miguel, database administrator for the free library of baltimore city. Ladies. Welcome. I’m sorry. Thank you very much. Welcome. Thank you very much for being guests. Thank you. It was a lot of fun. Tony martignetti non-profit radio coverage of bb khan twenty twelve. If it sounds quiet, the background it is. We’re the last vestiges of become twenty twelve today it continues. And thank you very much for being with us. Sounds like it was very dark, like the lights were going off, but they weren’t. We still had lights. Just nobody. Nobody in the in the in the exhibit floor, thanks to karen heart and nicole san miguel and all the folks at blackbaud who hosted me at the bb cond conference was very nice there. I missed a, uh i missed a jargon jail opportunity. Did you catch it? Hard credit, soft credit. Ah, i should. I should have jumped all over that hard credit self credit. But i was i was intimidated. These these deba is database administrators. I mean, they know the stuff so detailed. It’s. Such a specialized field. I was intimidated. I was scared to ask, you know, estimate questions or b b too challenging. So jargon jail hard credit itself. Credit that’s, basically, like when somebody gets an assist. So there’s a there’s, a main person who gets credit and then maybe somebody gets an assist and that’s that’s the hard credit versus the soft credit, an example would be, ah, husband, wife. If the husband and wife are both donors, maybe separately, or they’re both in the database, because they both want to maybe get email separately. When you’re soliciting by email, you would hard credit, perhaps the wife. Maybe she’s got the better relationship with the organization, and then a soft credit might go to the husband that’s, an example of heart credits off credit. Right now, we take a break, and when we come back, it’s, tony’s, take two, and then maria simple is with me, and we’re going to talk about her top ten. Stay with me. You didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternative network, waiting to get a drink. Nothing. 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 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. Yeah, you’re listening to the talking alternative network. Duitz durney hi, i’m bill mcginley, president, ceo of the association for healthcare philanthropy. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back time now for tony’s take two little bit early this week, but that’s okay, i have a little extra to say my block this week is are you listening to fund-raising fundamentals just wanted to remind you that i host that monthly podcast for the chronicle of philanthropy it’s a ten minute and that one has devoted exclusively to fund-raising topics once a month, and you’ll find it on the chronicle of philanthropy website. You’ll also find it on itunes and again, that is fund-raising fundamentals also, since we have so many listeners, i’d be grateful for your help. I’m asking for some help. Would you be good enough to rate and review this show in itunes? Ratings are one to five stars and review is you write a short review, a couple of sentences um, you could start that you would start that at non-profit radio dot net, which takes you to our itunes paige or you just search for the show in itunes, and when you get that i tunes page with the list of one hundred shows on it, click view in itunes, and then itunes will open up and you click ratings and reviews. And i’d be grateful if you’d give me a rating one to five and write some words about what you think about non-profit radio, we’ve got just a couple, um right now there are fifteen reviews, and i do remember that back when we had about six hundred listeners, i asked for help, and i think at that point there were like three or maybe five reviews, and it tripled or more than tripled up to fifteen, and i remain grateful for that back when there were six hundred listeners, but now we’re over nine thousand, and i’d like the itunes paige to reflect that. So i would be very grateful if you could help me out by giving a reading and a review on itunes. Thanks. Thanks very much. And that is tony’s. Take two for friday, december seventh, the fiftieth show of the year. Joining me now is maria simple. You know her 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 dahna prospects now exclamation mark! You can follow maria on twitter at maria simple a si m pl e maria semple prospect finder. Welcome back. Hi there, tony. How are you today? I’m terrific. Ru that’s. Good. We got your top ten this this week. Top ten. These are sites compile. Pardon me. It’s. Tough for me, but don’t you? Don’t you consult these every day or every week. Well, i do. But it’s, hard to pick only ten. Okay. Well, white-collar ard well, that was the constraint that the host put on you on. De so i apologize for being such a stern task, master. You know, i was a little remiss. I gotta send live listener love. Spare me for pardon. Pardon me for just a moment. Live listener love forest hills, new york. My old home used to live one hundred street sixty, seventy five and new bern, north carolina live listener love also welcome. I think this is a new listener. Cordova, spain. I don’t think you’ve been with us before. Welcome, seoul, korea. Welcome to you. Also live listener. Love, teo, new york, north carolina, spain and korea. Thank you. Sorry, maria way have to. We have to send love out to the listeners. Absolutely. Okay, your number ten. I have the list. You have the list, so i’ll say the first one you’re number ten is search systems, search systems, right search systems, dot net and it’s a way for you to be able to access public records by state, for example. So i know we have listeners from all over, and you can go into each individual state and then look at the various types of public records they have available, whether they’re free whether there’s, sea bass and it’s just i think it’s just a great jumping off point for anybody to be ableto bookmark so that they can access it and then go right from there to the particular state they’re interested in. Ok, so so it’s that’s. Interesting. So it’s state based resources because you you talk a lot about those that you like chambers of commerce, newsletters and websites and things and local business publications. You like those? Yeah, i do. I do. But what’s interesting about this is it’s. More like government public records. So you’ll get access teo information on properties. Uh oh, i’m sorry, okaying all that type of thing. So anything that sort of a government entity would be overseeing. In terms of public records, you can access it state by state right through this site. Okay, cool. That was search systems dot net, right? Right. Okay, you’re number nine maria’s number nine boatinfoworld is called boat infoworld dot com, so i’m frequently asked by non-profits when they’re kind of putting on their proactive prospecting hat you know, how can i find wealthier people in my community and my state in my county? And although, you know an indicator of simply having wealth or simply having a yacht or a boat wouldn’t necessarily equate to your organization receiving funds from that person, it is definitely a resource that i do check when i’m profiling an individual, for example, i have a known name of an individual, and i’m trying to determine whether or not perhaps they own a yacht or a boat, but really a non-profit that serves perhaps the marine community, any of the thinking about some of the connecticut based organizations or new york based organizations that really serve either an environmental purpose or some sort of an education based purpose on the water? Well mirriam out there are the benefit from knowing about this because you would have outreach to a group of people who really have an affinity for for your type of cause, way down deep, that one is not free. The first, when i mentioned was free this one sea bass, but it’s really not that expensive? I just did a quick test before we came on the air and, for example, new york steak if you wanted to buy a ll the records of the recreational boat owners in that state. Now these numbers are our prior to superstorm sandy hitting us. Of course, there were a lot of boats were actually wiped out, but there were eighteen thousand six hundred ninety six boats in the entire state, and that list was only ninety nine dollars ninety eight cents to be able to purchase as an excel spreadsheet. Okay, now, of course, there are other bodies of water that touch the united states besides just the atlantic ocean. So this could apply in texas north carolina comfort example there about you know what one could think about paying for this type of a resource that you can get it down by county. A swell by city and state. So it’s, pretty interesting, because you actually get the name of the individual and a snail mail address. Okay. Oh, interesting on and you and you can’t break it down by county so you don’t buy the whole state, but they’re more local. Organise a chef. A county has just over fifty, six hundred recreational boats registered. And that list with sixty nine dollars. Ninety eight cents there. Really? For you? No less than one hundred dollars. You can get access to quite a large list of people if you were interested in some house beginning a mailing campaign to those individuals. Now, why do you search for boats and not planes? Why do search for planes and, well, i do just not didn’t make the top ten. Well, see, i mean, i was constrained, okay? You worry about myself because i know you provide this list when i’m doing my my life workshops and seminars. Sort of a top ten. Okay, but yeah, this is when i always happened to a swell. Okay? Yeah, of course, owning a boat could be indicative of wealth, but the person could be in boat. Hell, also all right. You know, they can’t afford their vote. Or it’s. In bad shape. Okay, but it’s ah, it’s. One factor of many as your profiling a prospect. Right? Right. It’s one that’s, right, exactly. It’s one factor that i’m looking for in terms of an indicator of wealth. Okay, good. You you introduced number eight. Okay, number eight, count the countdown. I like to look a sec filings, which are securities and exchange commission filings on a resource that i used for that you can access, by the way, sec data for free through their website, however, i really like this particular resource for the weight compiled the data and the accessibility and ease of use. So it’s called ten k wizard dot com. And it is he based i actually have the lowest level of service is just over four hundred dollars, a year. And i really like the resource because i can look for those corporate insiders. And we’ve touched upon that before me in the show. Yes. And how beautiful they could be in terms of trying to perhaps gain a gift. A stock from somebody is supposed to give cash. Say a little more about why you prefer ten k wizard over the s e c. Website. I like ten k wizard because i can search by an insider’s name. So i have a name of an individual. I’m doing a research project on that individual and i can put their name in. And then i can see all of the companies that they might be connected to either as an officer at that company or sitting on the board of directors of that company. Okay, and then i can go into the individual sec reports to determine exactly how much stock they own in that company and and on the website, you cannot search by individual name, i guess. Just a little bit more cumbersome. Yeah. Okay. Definitely a little more cumbersome. So i like the resource. I mean, for me and in the numbers, you know, names that i’m researching it, it’s worth it. But certainly the website dot go of you could find similar information. Well, exactly the same information, actually, but just search ability in the output of the data. I find it a little bit better on the way. Okay, well, that’s important to know. I mean, you’re the doi end of dirt cheap and free. So but if you’d prefer to pay for the same two options right now. But if you’d prefer to pay for ten k wizard dot com so that obviously there is value there. And by the way, listeners ten is spelled out. So it’s, tnk wizard dot com you’re number seven, his foundation search dot com yes, what’s that about foundation search dot com is number seven on my list, and you can do very targeted foundation research on this particular website on dit is a sea bass to resource you can get into annual subscriptions with this particular company. Ah, and what i’d like to also mention tony is that on some of these resource is where there’s a c i was able to actually get some discounted price pricing for your listeners. How did you how did you do that? Yeah, so i was able to do that? No, how how did you do that? Because you’re because they’re contributor thiss particular resource is used heavily obvious if you do a lot of grantwriting right, so you would look for foundations that would support your organization? They also have something attached to them called big online, which is corporate research um and basically i’ll go ahead mention the code very quickly and all posted on your page. Is there in swell, tony, but the code is m s m s one two seven, and they would be able to get a free month for every year that they sign up on. That code is going to be valid for for thirty days. They mention my name and that code. By january seventh, they’ll be able, teo, get a free month for every year they sign up for the service. We will post the list the top ten list on the facebook page on and also the linked in group, and then you’ll include the free now why did you get em s and not tm? Well, that was the code they signed me. Oh, yeah, sure. Right, right. I’m sure select the code unfortunate. See the kind of credibility that being a regular contributor to tony martignetti non-profit radio gets you, i’m sure that’s you mentioned it. And that’s how you were able to get the get the discount. I’m sure you don’t have to say that. That that i’m correct, because so i’m sure that i am so you know absolutely so i got, you know, let’s let’s. See what we can do for tony’s listeners. And so they said, all right, we’ll pick this code into effect for one month for you. Excellent. Okay. And that’s foundation search dot com foundation search dot com and you get a membership that varies from one year up. Tio five years of membership on dh. They have special pricing, you know, valid through the month of december. So, you know, definitely worth a call out to them. And i was told to ask for rusty ways. Get a little provincial nasco this’s getting a little provincial now it sounds like small town asked for rusty, rusty, rusty burrell is even after he retired from the people’s court. Where did we leave off? That we’re number seven. Right. Wait a minute. Wait. I’m moving on to number six on my list is ah, resource. I think i’ve mentioned on your show before called reference yusa. Okay. And you kind of alluded to it earlier when you were talking about the looking at resource is that cover businesses on dh? This resource is available free through through almost every library and certainly any library i’ve ever tried to research it through and it’s a database and it’s. Very useful. Because if you are looking for again, proactively to develop lists of potential business owners in your community who might be supportive of your cause, uh, you can search this list. Uh, can you set up the search criteria yourself? So if you’re looking for a list of oh, i don’t know. Medical device manufacturers in a specific county that have sales over five million dollars. You can actually generate exactly that type of list. Okay. This is reference. Yusa any i’m sorry. Any fee for this one? No. It’s. Well, it’s free through public libraries. So that’s, where you want to start at your public library link generally, uh, county library will have links to online databases. Uh, some of the library’s might require you to go on site. I actually access it off site through my county library. So using my barcode on my library card, i can access this particular resource. All right? And you and i have talked about the value of the local libraries in the past. That there are a lot of free resource is in local libraries either online or or if you have to go in person, but sometimes you’ve you made the point worth the trip, even if you have to go in person. Yeah, absolutely. You know, this type of the database would be very expensive if you had to pay for it yourself. So, you know, might be worth just rerouting your commuting trip a little bit and then spend a few hours at the library if you need to. Okay, now you’re number five. Ah, you wrote fcc and i only know federal election commission, but alright, that’s exactly what it is. Federal election committee. What is your interest in the centre election dot gov and its data on political contributions. And so you would be able to determine if people have made donations of over two hundred dollars, that becomes part of public records. And i think most people know that. However, every once in a while you come across somebody who’s surprised to hear that those donations are actually recorded in a public wife. Okay. And that one again. Oh, uh, this is particularly useful, of course, for a non-profit who have might have some, you know, issues. You know that, are you? Know, politically motivated or divisive so you might want to, you know, just have an understanding of where you are particular prospect, eyes contributing their money politically, right? You might you might yourself be ah, politically, act active or be involved in political advocacy, but also you would be interested in the level of giving if someone is giving it a very high level. To what, whatever campaign that’s indicative of some wealth or not way have to take a break. Sam, we have still a minute, right? So that would that would just the size not necessarily where they’re giving right. So i looked for both, um and actually one of researching somebody i look att both their e-giving and their spouses e-giving politically because, you know, very often their spouse might be giving equal, if not more money than the prospects that i’m actually researching. Okay, that that might then go back. Tio my discussion earlier about hard credit itself credit but that’s about crediting gift. Okay, we’re going to take a break. Maria, of course, will stay with us. We’ll continue with the top ten and we’ll do Numbers 1 through 4 when we return. You’re listening to the talking alternative network. Oppcoll 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. Durney welcome back. We’re talking about maria symbols top ten list i got a sense of more live listener love just recently joining us polska, poland, toronto, canada, tokyo and shanghai and taipei in in asia. Welcome, welcome all foreign listeners live listener love. Um, we’re continuing our top ten. Yes, so, maria, i’m going to say, number four zillow, i love to look up friends, houses, i’m zillow, i love zillow. I love to look up friends, houses, i can’t help it. Why don’t you explain what zillow is spelled like a pillow, but with a z? Well, who knew you were such a nosy neighbor? But i can’t help it. Go ahead, tell everybody anyway, says illo, is a great tool that fuse by prospect researches, but it’s, really it was developed for the real estate industry to be able to track sales data as well as where evaluations are currently at. What i like about it is you can get information about where house price wass when the when the home was purchased, you get since general information you don’t know who owns the home, but gosh, you could find out so much other information you’ve got the photo of the home. Typically you have taxes that are paid on the property and generally goes back several years as well. So you could see, you know, the home valuation even over time as well as the taxes over time. So i really like that it’s definitely a stopping off point every time i’m doing prospect research. Okay. Now you would have to have the person’s address in order to use zillow, right? Yes, exactly. So you actually put in a home address, and it will give you all the pertinent data on that on that address. So, you know, real estate is a huge component of doing prospect research. You want to know about their primary residents and any secondary residences that they may own as well. Buy-in again, just her gaining a general level of wealth. Okay, i might have. I was once researching somebody. Tony and i came across data that i actually had to cross check elsewhere. Like i couldn’t believe the results on the two properties that this person owned. They were paying one hundred twenty five thousand dollars in property taxes. Yeah, well, okay, and i can vouch for zillow. It is very robust friends will stop giving me their their home addresses. But i convinced from personal experience a very, very interesting site. Zillow and it’s. Free and free. Yeah, yeah. Oh, yeah. Trust me, it’s free. Um okay, maria. Simple what’s, your number three. Number three on my list. We’ve talked about this resource a lot. It’s linked in on lincoln is a great social networking site, but it’s a great prospect research site as well, as far as i’m concerned, you know, people have profiles up there. It’s clearly marked public profiles. So i definitely like to use the data not only to check on, you know, people’s, employment history, their education and so forth. But also you can mind linked in by using the advanced search feature. Okay? And you can mind it for potential volunteers for potential donors. Um, and, you know, interestingly enough, i had done a, uh, workshop earlier this week, and i was looking for some statistical information that kind of talked about. Well, what are the income levels of people on lincoln? Generally, you know, on average compared to say, facebook and income levels are one hundred nine thousand dollars on average, uh, on lincoln versus twenty five thousand dollars on facebook really that’s very interesting, i thought it was a fascinating statistics, so you know, it really points to the reason why non-profits need to get better about howto leverage this tool, check out their new board connect feature, which will enable you tio have access to more advanced, more teachers on the search on the advanced search page. Then you would under a free account and they will give access to one person in the organization, free access to their talent. Find your tools, they’re calling it board connect. Yes, you, you and i have talked about board necked so listeners could go back. Listen to a previous podcast, andi don’t just remind people how you get to the advanced search, so to get to that particular tab, when you’re on the home page of lincoln up in the right hand corner, you’ll see a search box and to the right of that, you’ll see a link that you can click on called advanced search and that’s what you want to click through because it’s going to come up with again, going back to that earlier example, if you’re looking for men. You know, people making medical devices in a certain community, you can’t get it by income level, but certainly you can, you know, look for people in specific industries with certain titles, maybe having certain keywords in their profiles. So a great way, tio, come up with new list of people to connect to and potentially reach out to. We have to move on. Let’s, go to number two. Wealth engine number two wealth engine. So this is a sea based resource, it’s most people no wealth engine for their screening service, and so they’ll have their their dad based screened in order to be able teo elevator to the top, those prospects they would want to concentrate on again. Here. This is one of those resources that will give you a percentage off if you mentioned the prospect finder llc when you were trying to subscribe to them. Um, i’ll give you ten percent off. Oh, excellent prospect finder. Thanks. Pricing vary. So i really didn’t get a quote on pricing because they have, you know, screening is volume based. Their prospect generators service is volume based on dh. Then you know, they have the subscription fees to their to their actual databases. So again, i’ll put all the details on your page is how they can go about getting the percentage all excellent. Thank you. Prospect finder. Okay, burke, maria’s number one what is it? Number one is google and especially google alert. So a couple things you want to keep in mind with google? Um, certainly, you know, a couple of tips to make your google searching a little bit more effective when you’re researching somebody’s name if you’re researching tony martignetti, make sure you’ve got the name and quote so it’s not finding every web page that has the name tony and every web page that has martignetti so in quotes on let’s say you know everything about tony and his, his, his company and so forth, and you’re much more interested in knowing where tony is active in the nonprofit world. You want to make sure that you have google filter down the search results for you by putting in the word after you put in tony martignetti unquote space and the word site e colon dot org’s so it will return to you on ly the hits where tony’s name is associated with a dot or ge? I also do the same search for a dot edu okay, maria, we have to leave it there. Maria semple is the prospect finder. You can follow her on twitter at maria simple maria, thank you so much. Thank you, tony. Thanks for the top ten by now. Bye next week, amy sample ward she continues our siri’s on engagement in the social networks with get engaged three setting goals for your online engagement. Also, jane takagi and emily chan are legal contributors are going to talk about gift documentation rules? What is supposed to be in your acknowledgements to donors for their two thousand twelve gif ts we’re all over the social networks there’s a good conversation going on in linked in group on the areas that non-profits struggle with most very interesting. Most of the comments are about leadership, so add your comment. What do you think non-profits struggle with most that’s in the linked in group were on facebook? Of course, with that twenty five thousand dollar annual income, i’m i’m bringing the average down could follow me on twitter are hashtag is non-profit radio i’m also on foursquare, let’s, connect there and as i mentioned in tony’s take teo. I would be very grateful if you’d rate and review the show in itunes. Thank you very much for that. Wishing you good luck the way performers do around the world. We’re moving to poland. Poem ania nuke poem ania nuke. Break your legs. The polish want you to break both legs. Not good enough to just break break one leg. They want you, teo, break both legs. So that’s a double. Good luck, it’s. Like saying it twice and i send my thanks. Thanks very much to the polish consulate staff here in new york city for their help with that pronunciation. Thank you very much. And i wonder if that’s why poland joined us. So i’m wishing you for the week. Polonia nuke our creative producer. Hard to believe we have one. But we do. It’s clear. Meyerhoff and sam liebowitz is our 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. Thanks. Also to janice taylor for all these excellent, um, entertainers. Good wishes research. Thank you very much, jenise. I hope you’ll be with me. Next friday, one to two p. M eastern for tony martignetti non-profit radio on talking alternative dot com. Andi, think it’ll do you? Good ending. You’re listening to the talking alternate network duitz waiting to get me anything. Take it good! 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 am 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 intellect no more it’s time. Join me, larry shock 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 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, i’m not sure you’re 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 e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Talking dot com.

119: The Bequesting Brain and Donor Database Dungeon – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Russell James, Ph.D., associate professor and director of graduate studies in charitable financial planning at Texas Tech University

Scott Koegler, editor of Nonprofit Technology News

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. Oh, i very much hope that you were with me last week. It would cause me great distress. I couldn’t stand knowing that you had missed thirty four things to know about people. Andrea nierenberg, president of nuremberg consulting group, returned. She had so much simple and valuable easy relationship building advice from october fifth that i invited her back and the last show, which was, of course, two weeks ago, she had thirty four things to know and howto learn them how to preserve them and what to do with them, and her list of thirty for is now on the facebook page and are linked in group also get engaged to amy sample ward are regular social media scientist, social media contributor continued her siri’s on real engagement and building trust through the social networks. October was setting the tone this month. It’s your call to action. Amy is membership director for and ten the non-profit technology network and blog’s for the stanford social innovation review. I want to welcome new listeners. I need a big spike of listeners in october and i hope that you’re still with me in november hoped very much welcome. Welcome to the show this week, it’s, the big, questing brain professor russell james at texas tech university does neuroimaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former plan giving fundraiser and director of the graduate certificate in charitable financial planning has research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon scott koegler, the editor of non-profit technology news. Our regular tech contributor wants you to keep your donordigital base secure so nothing escapes. We’ll talk about inappropriate use sql sounds like jargon jail already inference and overloads between the guests on tony’s take to my block this week is charity registration matters. Why compliance with state charity solicitation registration laws is important? If you’re listening and you’re on twitter, you can use the hashtag non-profit radio to join the conversation with us there where monitoring that hashtag in the studio and i want to welcome my guest is russell james he’s, an attorney and phd he’s, an associate professor and the director. Of graduate studies in charitable financial planning at texas tech university, where he also supervises the graduate certificate and charitable financial planning. He has spoken at the f p international conference, the big twelve gift planters association and giving korea we have listeners from korea pretty regularly, actually, he’s presented his research at universities in the u s, spain, germany, the netherlands, ireland, scotland and england, but i noticed not whales, i guess the welsh don’t care for russell james for some reason, the welsh have not invited him, but the irish, scottish and english have he’s, a consultant to the south korean government, around their effort to adopt plant e-giving legislation, he’s been a plan e-giving fundraiser and a college president. Russell james, welcome to the show. Thanks so much, tony. Glad to be here. It’s a pleasure to have you. You’ve had a lot of jobs but a lawyer. Fundraiser, college president now, college professor, you’re you’re having trouble holding jobs? Yeah, that that is an issue. But hopefully i can. Okay, what’s next, the construction trades. Maybe. I don’t know. No, i’ve got ten years. I’m gonna stop. Okay. Well, that’s it you’re set. Okay. Um, our big questing brain. This is really very, very interesting to me. You do? Ah, neuroimaging research. Why did you decide to pursue this? Well, i’ve spent a lot of time in the area of fund-raising a particular plant giving, and there have been a handful of studies done on shared will get e-giving decision making in the scanner, but nothing had been done yet. Looking at decisions for request, a charitable giving. And so that was something new and something i was interested in. And after getting ten years gave me the opportunity to take about a year and a half or two years to learn how to do this neuroimaging so that we could proceed with finding out how the brain works. When you ask people questions about making charitable bequests, this is not a line of research that a non tenured professor would have the luxury of pursuing. Well, it it takes a long time. And since my original background is not in neuroimaging, it takes a fair amount of time to get up to speed with the process. And it helps having a little bit of job security before you start chasing rabbits like this. That’s one. Of the few jobs you have not held is neuroimaging scientist. Thank you. Um, and what was your methodology for this? So the approach was tio have people when they’re in the scanner, they can observe a computer screen, and we could ask them a variety of questions. And what we wanted to do here is we wanted to have questions that were identical but on lee different and whether we were talking about giving money or volunteering or leaving a bequest gift. And since we can’t actually enforce a bequest gift in the scanner, what we did is we ask them if you signed the will in the next three months, what’s the likelihood you might leave request gift to a particular organization. And we used about about twenty eight large charitable organizations on we also ask them about if they were asked in the next three months, what was the likelihood they might give, give money to the same organizations? Or that they might volunteer time to those organizations in the idea being here, we want to see what brain areas are engaged when people are thinking about the probability or thinking about this idea of, well, let’s. See if i was asked if i was finishing a will. How likely is it that i might do this? Okay, and you compare that with a current gift and volunteering, okay? And because you see those as as different methods of support. And so you thought there might be some different segments of the brain that are that are involved exactly. And also because we understand a lot more about current giving and volunteering because people engage in that behavior very frequently, we can observe it a lot. But the quest e-giving is something that people engaged in very rarely oh, and oftentimes not observed. And so we sort of want to compare with the thing that we know about better. Did the volunteer part did that involve boardmember ship buy-in a chance it did not. It was just a generic question of hey, if you were asked the next three months, right, your likelihood that you might volunteer time too. You know, the american cancer society, for example, okay? Because i think it was boardmember ship. I think their brains would have exploded inside your scanner. You have what we want to avoid. You’d have a mess, and plus you you have a dead subject. So it’s no, in these invalid research. Okay. Concerned with their safety. So that’s a that’s cool this other inside a scanner. And does this look like now? I’m just a little curious about the technology. Does this look like an emery that people slide into? And then the screen is above them? Or what does it look like? That’s? Exactly. Right? So they’re inside an m r i it’s a fairly large boardman sheen, but it still they’re sort of locked in there. And before they do this particular experiment, they get used to using the screen, have a couple of buttons that they can use on each hand to respond to questions on. So they sort of get used to and really, you know, they focus on the screen because there’s nothing else to look at. I mean, it’s fairly dark out there. And you have this projected image of the computer screen on that’s the process which seems very weird, but you actually get used to it pretty quickly. Is you’re going through these preliminary process? How did you get volunteers for to be subjects for research like this? Well, for this first for this first group, we just asked folks who were around the university campus so employees graduate students, that sort of thing in the future we’re looking at once we find the results to make sure that those results are also replicable when we are doing with other populations. Ok, i see grad students. I mean, they’re hungry. That right? So for twenty five bucks, they’ll do anything. You know what? They are paid. Yes. Ok. Eso what did you what did you find? I’m interested in what you found across the three different types of, of, of gift of a way of ways of supporting now also, russell, we just have two minutes before our first break. So just, like, sort of tease what? What you found what we found was two different areas that were much more strongly activated for bequest decisions. Van forgiving, volunteering decisions. Those two areas are the call once called the peculiar and once called the lingual gyrus. Now the brick union is something that’s engaged frequently. When people are taking an outside perspective on themselves, sometimes called it’s been called the mind’s eye. And the lingual gyrus is actually a visual or visual ization area. So when you’re dreaming, for example, you will engage the lingual gyrus, and if you have damage to that area, it can eliminate your ability to dream. So we saw these two areas and independently we’ve got some activity that involves people looking back on themselves from an outside perspective and also engaging in visual ization. But what was really exciting is what we found in other studies that simultaneous osili activated both of the same areas that i think is a lot more applicable to this situation where we’re looking at now so i can tell you about those way have time, or we’re going to take a break first. You said the lingual gyrus is the dream center. Is that right? It’s engaged in that engaged okay area. My lingual gyrus was was hyperactive last night, but you’re probably not into interpreting dreams out suppose you dont go that far do don’t go that far. All right, well, we’re going to end with you, then we’re done. No, russell, james will of course stay with us for this break. And i hope that you do too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? 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Interested simply email at info at talking alternative dot com welcome back were with professor russell james from texas tech, and we’re talking about the requesting brain. We will not be analyzing my dreams. Sorry, but those were disappointed in that, but we will continue. Of course, this is conversation. So this is russell. This is what people sort of their self image and and what you call, sir there, their life story right in the reason we say, that is we looked at some other studies that engaged both of the same areas simultaneously. And one of them, for example, was where they i had older adults in the scanner in their sixties and seventies, and they were shown photographs from across their life from the the different ages of their life. And when they saw those photographs in the ones that they remembered what they were doing, they remembered exactly what was happening in these two areas were much more strongly engaged. And so the idea is that these are areas there is associated with what we would call visualized autobiography and there’s, a variety of other studies that also suggests that your reasonableness of this conclusion so the idea being that when people are thinking about making a charitable request decision they’re actually thinking about this concept of how does this fit in to my life story? It’s almost like they’re riding the final chapter of their autobiography and asking about whether or not this cause or this organization fits with that life story. And so it turns out those are very different questions than we might ask with, say, a current gift issues that are in other context, really important, like what’s the next big project, or how financially financially good is this organization, those things sort of fade into the background on this actually fits with some other research that was just finished last year in a phd dissertation by claire roundly and united kingdom, where she interviewed folks about why they had left money to the organizations that they had identified in their in their state plan. And it turns out that really it was all about their life story, it was about their connection with the cause, or with the organization because of something that had happened to them or to a family member that makes that that connection come together. So this it’s a little bit with an example, one of my friends who’s been planned e-giving after he graduated from law school and had this background training when he would go out and talk to people, he would see that they had all of these tremendous tax advantages that they could take advantage of. Maybe they’ve got qualified money that they want to make a gift and, you know, there’s, a state gift and there’s ways to do that, and he would start by talking about that. And he said i had to learn to stop doing that, that what i needed to do was to start by asking, how were they connected with the organization? What was their life story and how it was it was connected in on so that seems to fit with some of the things that we’re seeing in the scanner here, okay? And that’s pretty widely recognized, i think that it’s it’s, the love of the, the charitable work, whatever it might be feeding people, sheltering, education, spiritual, whatever it is, it’s, it’s, the love of the work that that moves people to include the charity in there in there will absolutely. And i think, it’s the issue here of you know, when we think about this sort of related into some psychology from fifty years ago that talks about how two people deal with it, reminders of their own mortality and a couple of things they do one they tend to avoid those reminders, but the other thing they tend to do is to seek what’s been called symbolic immortality, that’s that something about me that’s goingto live beyond me. So it must be, you know, my name or my values or my my family, and we tend to focus on those things mohr when we’re reminded of our of our own mortality. And so this links in with this old psychological research from for many years ago that talks about people’s desire for symbolic immortality, and it’s actually a form of to use another technical term, a form of autobiographical heroism where we wantto see ourselves as being a significant our lives is being meaningful. And so this, uh, psychological theory fits with what we’re seeing in the scanner, in the sense that people are engaging in this kind of autobiographical thinking when they’re making this kind of you did a very good job there of keeping yourself out of jargon jail by defining that very hard to do, but okay on dh this has some implications for recognition of gift, which will get recognition of gift by will, which will get through this thiss idea of immortality i have to send live listener love got tons of listeners today, it’s incredible! I’m going to recognize first. Seoul korea live listener loves seoul, korea my guest, russell james has consulted with your government as they were trying teo create plan giving legislation. Also in asia, we got tokyo and asahi, japan, and a masked listener in china. I don’t know there’s some kind of furtive activity or it’s blocked by someone else but got a mask listener in china here in the u s spearfish, south dakota. I love that welcome spearfish. You’re not you’re you’re hunting there, but you’re but you’re only hunting fish on dno. No big arms, i guess. Alexandria, louisiana, new bern, north carolina live listener love to all of you in asia and here in the u, s and there’s more to come. Um, visualized autobiography now. So this is russell. This is the way we were perceiving ourselves. This is not this is not rational, right? But this is our our our own self image of ourselves. Well, self image, the difference in an inactive activation here was not taking place in the in the number crunching part of the brain thing wasn’t the purely rational prefrontal cortex this is mme or the you know, the the imagery on the scene oneself and sort of your your own life story or or autobiography, you know, finding some support for some of this earlier research in psychology about people being reminded of their own death kind of lends support to certain results that we see in certain strategies that we see if somebody is pursuing consciously or unconsciously symbolic immortality as part of their estate planning problem that’s, symbolic and what i’d like to be symbolically immortal. Well, i would like to be a very good well, you know, let me tell you about some plan giving opportunities. They’re over there at texas tech and the graduate certificate and channel financial planning to wear. When we look at charities that receive a larger share of their income from the quest sources. Often times, you’ll see charities such as universities that are expected to be around for a very long time, especially giving things like a, uh, an endowed fellowship for a scholarship that that we expect to live on beyond us. And it may be one of the reasons why these organizations or other organizations focused on saving lives, whether finding new cures for for new diseases or other kinds of lifesaving approaches can sometimes be particularly attractive, and if you compare that to other organizations that don’t necessarily focus on raising funds for something that’s going to be permanent, but rather raising funds for something they’re going to do right now and spend right now that’s very attractive for current gifts, but it may not be particularly psychologically attractive force st gifts, because we don’t really want something that’s. Just all of the money is going to be used for a big bang immediately after we die. We’d rather have something that is going to last a long time that maybe our grandkids could come and and say, oh, yes, that’s something that my grandfather set up and still here today. But organizations that might have a more current mission could certainly create a fund or an endowment. Or maybe, ah, part of their mission, that is. Something that’s going to be that is everlasting exactly, and what i would encourage because i know there’s always a tension in those organizations if you set up something that’s permanent, those air funds that you can only use the interest off of, for example, endowment that income off. So what i would suggest is setting up these kinds of permanent giving opportunities exclusively for the quest donors on say, you know you can set up a permanent endowment, you nose let’s say it’s, an animal charity, a permanent endowment that will support, you know, one or two are five animals of whatever the interest of the charity is forever, but that this gift is on ly through request e-giving so you don’t have to worry about cannibalizing your current giving, but yet you give those kind of permanent opportunities that are more psychologically attractive when it comes to charitable bequests. Decisionmaking. Okay, i want to remind listeners. Russell james is an attorney, phd and his associate professor at texas tech university, where he supervises thie graduate certificate in charitable financial planning, and you’ll find information about that at encourage generosity dot com is there also, then the concern russell by the way, do people ever call you james russell? People mess that up all the time. I notice i have not done it once. I’m being scrupulous about not calling you james. I don’t get that with, you know, my name’s, it’s, not generally, not a problem, very black, but i will not. I’m being very careful not to make that mistake with you. Do do smaller organizations now, you think have have a little a bit of a challenge over larger, well established institutions that have been around for decades and generations? Yes, certainly, i think that’s a much bigger challenge when it comes to raising the quest dollars as opposed to raising current dollars, especially if we’ve got this connection where we want something that’s going to last a long time, then we sort of have to overcome that barrier if i’m not even sure the organization itself is going to last a long time. There are some ways to overcome that, though. I mean, you could certainly set up permanent endowments that were, you know, managed by a large corporate trust or bank or something like that so that you could give that that feeling, that sense of permanence that would be there regardless of the sea organization but it’s definitely a barrier. The other thing, though, is that people don’t necessarily have to be attached to a particular organization. They may be attached to a cause and it’s just a matter of finding those people who have that life story connection where it is attached to a cause, if that’s the same cause of your organization on dh trying to make that connection with the life story. And so how would a smaller or newer charity go about doing that? How do you make that connection with the with the person’s life story, based on what you’ve learned? Well, there’s, a couple of different ways to do it. One is obviously if you just know your donors and you know, those those connections and those stories, the other is to remind people of those possibilities by telling stories that give them examples, you know, telling the story about a person who has supported a particular cause been involved with the particular cause and ideally, if you have an example, this may be only for a little bit older organizations. But if you have an example of someone who has left money in a bequest that you could talk about how that person is still having an impact today, even though they passed away a number of talking about the deceased request donor zach plea because that’s that’s, the thing that’s really attractive is if i see that example, not only is an example to me in my behaviour, but it’s a signal that says, hey, these people are still being remembered, they’re still being talked about, and they’re still making an impact and that’s the real message that i think we want to get across. That’s, that’s, symbolic immortality, exactly, and that’s different than what we typically see, which is here’s a story about current donors who have made a plan now that’s fine, but that’s not the same thing as showing that we recognize people who are deceased in there, sir. Still having an impact because that’s, where we get that real example of the symbolic immortality. Excellent, i think that’s really that’s very concrete, valuable advice um, there’s also, you have some advice around recognition based on a person’s longevity of giving, irrespective of of the size of the gift. Certainly so if you think about the goal here, the goal is to make it obvious to the person that putting your organization in their state plan fits with their autobiography. It fits with their life story. So one of the ways that we can remind them of how much they fit their life story fits in with the organization is to consider giving recognition to people, not just for how much they gave this year, but recognition to people for their longevity and giving, especially your older donors who, you know, maybe financially, they have a lot of assets, but not a lot of income, and so they’re not giving us much currently, but recognize them for, you know, reaching a five year club, ten year club, twenty year club, you might even consider recognizing them for their lifetime, giving that this is some amount that you’ve given throughout the line throughout your life and the purpose there, you know, certainly if you’re recognizing him for longevity, that has a nice side benefit on current giving that, you know, you want to keep the street going, of course, but it also is a way of saying, you know, it’s, just like, you know, you get one of these credit cards, and it says members sense, you know what if i’ve got that member since nineteen seventy eight will you know, i’m going to stick with this organization because it’s, just part of who i am, you know, part of my my my autobiography in a sense well, i think charity’s aaron a much stronger place to be. Able to do that if they just remind people, you know, look at how long we’ve been together that that kind of idea, where it makes it clear that the organization that the cause is part of their life story and that that makes it fit in very well when they’re deciding which beneficiaries to use in an estate plan, excellent listeners, i hope you’re taking notes or you’re gonna have to go back and listen to this podcast again. Here i thought, russell james, you know, i figured academic is going to be stuffy, nothing is and nothing is going to apply it’s all going to be a theory, a land, and but we’ll have him on anyway. You know? I’ll make fun of him and things like that, but no, i mean the value, the advice is really valuable. No, i knew this is this is really valuable advice for forgetting bequests. And russell. I never thought you were stuffy. I’m just getting well, i can be if you want me to. Because i also presented academic conference. Yeah, no, i know i left that out of your bio now. No, no, we don’t we don’t want that. Don’t turn. Don’t start turning that on. Keep keep the charming side. All right, so also that this this idea that the organization is going to live beyond me, i know you touched on this a little bit, and i just want to i just wantto see if you have any more advice around how we can get people to recognise that this organization will will live beyond you when when they’re sort of a new organization, we just have about a minute left. Well, one thing to consider is this if we look at the strongest competition and our field for those charitable request dollars, the absolute strongest competition comes from private family foundations, and they’re psychologically very attractive because they have your name on it. They follow your rules, and they could live forever. But keep in mind these very attractive organizations are also new organizations. They’re ones that people create essentially for themselves. So it is possible to set up a scenario where you could emphasize that this fund, for example, is a permanent fund. And, you know, if you feel so compelled, you could even indicate that it’s administered by a, you know, by some other financial institutions or entity. Yet if you if you need to do that, but understand that is the gap. It is easier for a long time organizations, but there’s, some strategies that you can do, which will try teo bridge that gap a bit absolutely excellent. James russell no russell james on attorney, phd, professor at texas tech university and supervises the program and graduate certificate in charitable financial planning at texas tech, and you’ll find that at encouraged generosity. Dot com russell, thank you so much for being a guest. Thanks for having been my pleasure. Thank you, and right now we take a break when we return. It’s, tony’s, take two and then scott koegler, our regular tech contributors with me, with me for donordigital baste dungeon, and i hope you will be too co-branding dick, dick, tooting the good ending, you’re listening to the talking alternate network, waiting to get me thinking. Nothing. 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 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! You’re listening to the talking alternative network. Duitz if you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is charity registration matters. Part of my consulting work is doing charity registration, four charities that don’t want to do it themselves. This is registering in every state where you are soliciting donations so it could be a texas charity, and they may be sending email to wisconsin and paper us mail to pennsylvania and that texas charity needs to be registered in wisconsin and pennsylvania. I do that work, and i also wrote a book for charities that want to do it themselves and my block this week is just reminding charities that it’s important teo be in compliance for three reasons you could be embarrassed. There have been charities that are become public and in the headlines. Um for their failure to comply and have a couple examples on the block. Your board members are at risk because their fiduciary steer charity and if you’re not following laws, there’s potential for personal liability, actually among your board members and the irs inquires the year your annual form nine ninety has a couple of questions that i ask about your compliance with thes state laws and that’s a lot. My blogged the post is called charity registration matters. My block is that tony martignetti dot com and that is tony’s take two for friday, november thirtieth, the forty ninth show of the year. Oh, what a pleasure to welcome back scott koegler he’s, the editor of non-profit technology news, which you’ll find it n p tech news dot com he’s, our regular tech contributor. You can follow him on twitter at scott koegler konigstein and i saw today. Scott, you have a beautiful about paige at about dot com you’re in a desert scene there. Looks like you climbed a desert mountain or something. Is that is that photo shopped? That was actually in phoenix a couple years ago. Okay, it was i did. I did perform some photo shop on it, but nothing that you could notice. Hopefully. Really? Well, it looks very noticeable to me. Were you actually in that setting? Where? The photo that the photo purports tohave one that was sitting on that rock you were? I extracted the cactus songs, though, so that they wouldn’t show. Okay. Oh, i see. All right, they were stuck in your leg? Is that why? Okay, we’re talking this month about donordigital baste dungeon there’s a lot of sensitive data in people’s databases isn’t there there is and it’s one of those things that i think i think everybody kind of knows about it, but i think also that it’s it’s also something that is typically beyond the the the understanding of most folks who are engaged in managing a non-profit i mean, it’s pretty technical stuff, you know? Well, you’re going to break it down because you’re a former officers ceo, right? You’re a former chief information off, you’re going to break this down information off, okay, so we’re goingto this maybe typically outside people’s can, but we’re going to get it within their ken great, but what’s in their first of all what we need to be concerned about what kinds of data first? Well, typically it it could be any data. But the most sensitive, of course, is the information about your donors on a sensitive for a whole bunch of reasons one is you really don’t want that information being spread around, too, although we’re all friendly within the non-profit community let’s, face it. Everybody’s competing for the same funds. So you really don’t want that whole list of donors and their history, uh, kind of spread around to somebody else who may be able to make them, you know, make a better appeals, right? Right. So just just just not letting you get out of the bag the names, right? But then you might have ah, dates of birth. You most likely have addresses. Credit card. What? Right? I mean, well, sure, but right now i’m talking about just the competitive nature, but okay, okay. I’m getting getting someone’s eso security number, which i think typically is not part of a donor database, but definitely credit card information. A cz you said, probably date of birth. Certainly addresses. And those kind of things are pretty sensitive. Um, well, i just moved to south carolina, and just before i moved here. Thank goodness they had a break in of the south carolina, um, business and resident database. And there were literally millions of so security numbers and names. I just sucked out of the database and people around the world, man. Now, imagine if that was new york that that would actually have value. Terrible, right? But in north and south korea in south carolina, no that’s, terrible money, there’s. Nobody listening. I don’t think live listener loved, but nobody in south carolina today, so but i will send live. Loved out tio reston, virginia, forest hills, new york where i used to live. I used to live in a hundred street sixty seven thing i used to write. Buy-in forest hills high school and brooklyn, new york all right, we got some local of local live. Listen, love no. Alright that’s. A terrible new yorker joke. I’m sorry, south carolina. I apologized. No it’s critical. So so that’s that’s pretty embarrassing to the government to the state of the government. What they found out wass that if they had installed a twenty five thousand dollars update to their database, they would have they would have prevented the whole thing which cost them something like forty million dollars. Zoho and isn’t the security doesn’t cost anything it’s relative cost and the damage to your reputation and, you know not to mention the damage to your to your constituents. Financial, no stability and abilities, right? Identity theft is a huge issue. Okay, you haven’t ordered that one of the okay on, we’re going to talk through it. You have an article on this subject at p tech news. Dot com let’s talk about something that i’m not sure you can prevent this one, though inappropriate use right by people who are authorized to access data, right? Did you know tony? And you probably didn’t know this because you’re smart guy, that’s, ziga risk the security is not from outside the the organization, but from inside. Well, i can’t say i knew it, but it sounds intuitive because if somebody’s going to do bad acts, you can’t prevent that all the policies and all the procedures, if somebody wants to get around them and they ran inside are already they’re going, they’re going to do it right, right, it’s pretty easy to do. You put a thumb drive in your computer and you copy it out and there you go. Yeah, typically nobody knows who or what happened. Yeah, there are, by the way, uh, software and systems operating systems like windows. Mac. Um, i got tools that can that can actually prevent that. But again, you have to know about it. You have to know. Think about it, then you have to actually install it. Monitor so it’s not a story simple, but the point is that yes, it’s really possible and happens all the time that somebody within the organization absconds with your data and something they shouldn’t. Yeah, that seems like the toughest one because, like i said, if somebody really wants to get it and they’re inside already, i think they will what’s the physical damage is next what’s your concern that well, you know, physical damages is basically if your computer dies or if your hard drive, uh, you know, fails and he didn’t have been appropriate back-up of your data and again that’s one of those things that just happens all the time and people don’t really think too much about it. Everybody thinks about back-up, you know, you get a computer and set up your back-up hopefully, but unless it’s a an automatic function, unless you’re monitoring it and unless you actually test e-giving bringing your back-up data back from the world story asked the retrieval, right? Yeah, you never know if it really works and you know, the day comes when you really need it, you try it. For the very first time ever. And guess what, probably a thirty percent chance that it’s not gonna work, okay? And that and the back-up shouldn’t only be local shouldn’t only be in your office or even in your in your town. Geever right, absolutely should be. You should have in addition to your local back-up you should have offset back-up, and that could be if it’s physical you can have courier service, pick up a a thumb drive or or a hard drive or wherever and physically carry it off site, and they’re also more and more online back-up services that you simply connect to over the internet cloud, right when you and i have talked a lot about the cloud we have right sabat besides that, a lot of databases now are actually stored in the cloud, so you may not actually have a copy of it anywhere physically within your facility. Okay, so wait be sure you know where it is and where the copies are that you are able to get it back when one and if you need it, something that struck me as interesting you. The article talked about sql so well, i’ll give you a break and i’ll bring it up so you can avoid jargon. Jail? Explain what we’ll explain what sql is. Do you know what? I hope you know what sql stands for? I looked it up. Well, actually, it’s irrelevant, you know, it’s. Very relevant. Weary language structured clear language. Yes. Don’t say it’s irrelevant when you don’t know it’s and it’s enormously relevant. Oh, no, i do know, but the okay. All right. Well, it’s, what? Really right? See, what it stands for is the only thing i know about it that’s all i know that’s. So i’m trying to show off. That’s. The only thing is all i know is what the initials with the abbreviation stands for. Okay, what does west culwell metoo tony martignetti okay. Donordigital base. Which hopefully, in sum of money, what you’re actually doing is your you’re performing a sql query. You’re asking the database to find specific information and that, like that query language. You know something and actually in english, it says find data, like, quote tony martignetti in database a, b c that’s. How actually looks like. But those queries can do a lot of things besides find they can actually delete data. They can change day there, they can move data. And so i could perform equity that says, find all records that include tony martignetti and delete them. Okay, that’s so and there’s all kinds of other things. But you but how would somebody who doesn’t have access to the database this is an outsider now, right? How would somebody who doesn’t have access to the database execute thes sql queries? Well, that’s, that’s what hackers do they find vulnerable spots in certain systems on they just do it. Sometimes they just do it because they’re mean and nasty. And sometimes they do it because they want to move your data from where you have it to where they want it. All right, so so it can’t happen, but it’s basically can it comes up with the under the domain of hacking? Okay, i see you don’t visit, right? It’s, not just inside. I think i think to be more damage done to a database if the if the command was to add tony martignetti, that was probably more create more. That would be much more destructive. What we have just like a minute before before break. Or so ok, you have another interesting one inference. This was logical but interesting what’s what’s inference about in front er, otherwise known as social engineering. If i want to find had the president of a company, i’ll call in to just pick up a phone, call the front desk and say what’s the name of the president company and they’ll give it to me and then i can ask for not in the same phone call, okay, right, separate call or other information and over twenty calls, i’ll get everything that i want. Okay, so each individual bit is innocuous, but you put them all together some nefarious actor is doing, and you can have some really private information, right? Right. And it’s pretty easy to come by surprisingly, yeah, ok, well, yeah, because each little pieces is innocent. Okay, we’re going to take a break, and when we come back, scott and i will keep talking about how to keep your your database dungeon secure. You’re listening to the talking alternative network. Duitz lorts oppcoll 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, 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. Welcome back to big non-profit ideas for the other ninety five percent. All right, scott koegler we’ve laid out these problems and there’s even more in your article. Att n p tech news. Dot com what are some ways toe? Get around and prevent to really prevent these these problems? It really is tough, tony, because there are so many ways that things could go wrong. So the biggest, biggest thing to do is to make sure that you’re paying attention. Uh, number one, i know where your data is and know that it’s backed up half the fact that you have, uh, valid back-up so you can restore check? Uh, check your employees and your your people that are working and have access to the data. You really may not be able to actually prevent it, but no, i just talked to them about how sensitive this is. Be sure that anybody who has access to get to the data has not disclosure. Uh, language in whatever document signed with them, it won’t protect you won’t actually keep them from doing it. But for a lot of people, it may be enough of a, uh just a warning for them toe not go there. It just makes it a little bit tougher. Okay, what about having different access levels? Certainly. And fortunately, most of the applications that are for sale today for non-profits i already have those kind of things. So you have? Ah, user who is able to look up information and possibly key and donations, but they probably don’t have the ability to look into personal histories. They have the ability to delete records, those kind of things. So for the most part, what kind of function is is built into software that amount profits will will buy in order to run their operations. Okay, um, when? When you do buy software, aren’t there sort of default administrative ieds that hackers might be ableto exploit? Uh, yes. Absolutely. Good points a little about that. Would you please? Sure every application comes with the typically it’s the admin or administrator password with password? Password? Uh, absolute first thing you want to change that, uh, you may want to. If you’re actually in charge of setting it up, you may want to remove that that user after you’ve already set up a different one and also check the list. Of existing user accounts because sometimes there may be some in there that air again set up by default. Good remove any that you you don’t know what they are, you can do that also just kind of during your and during the course of using the system, check the usual to see who’s in there. You may have somebody who was registered inappropriately, either by accident or on purpose. They may have found some way to get into the system and register a high level access the count. There really shouldn’t be there. And the best thing to do is just either restrictor access or just delete them. If they are actually somebody that you want in there, go call you up and say, hey, what happened? And if they’re not good, okay, former employees to write, you might have old account old ieds for former employees, certainly, and that should be covered under the hr policies. And i know a lot of small organizations don’t actually have hr policies that goes along with the non disclosure agreement. The sooner someone is charlyne ated, actually, before they walk out the door before you terminate them, you should remove access. To any of the information that you hold right? Okay, so before you actually have the meeting where they’re ended, where they’re terminated, you wantto cut off their access so that they don’t go back to their office and do something mean, sure, because one of their going to do the most right after the meeting, not before yeah, okay, okay, now, i mean, it sounds underhanded, but its protection, i mean, it’s just basic risk management, okay, what about is this much of a deterrence? If if users know that all they’re i don’t know, maybe a keystroke, logging or all their activity with the databases being logged, is that a deterrent? Um, you know, it’s a return for somebody who thinks that they will be held accountable for somebody who who believed that they could get away with it, they don’t care. So it really comes right down to how trustworthy, ru employees and, you know, what kind of people do you have volunteering? And, um, yeah, it’s tough, and i’m not sure that those kind of things are are effective, but it’s, you know, it’s one of those things that also probably couldn’t hurt, right? Yeah, okay. I mean, it will keep the honest people from crossing the line, right? Like putting a lock on the glass door. Okay, okay, um, the thing i was thinking about is maybe this sort of suggests that doing background checks on employees is valuable. I know their their charities that object to doing that, but this is sort of suggesting that knowing the background of a potential employees could be could be helpful. Absolutely. And i think it depends on what’s at risk if you’re a small charity that, you know, has limited resources and limited funds. And, um and you know what, you’re actually what they’re actually what they have, that risk may not be all that much, and i don’t mean to say that you know, that there’s little at risk, but you made you may not really care about doing background checks, but if you’re a respected organization, i think anyone who is coming to volunteer there appreciates that kind of thing. Scott, we have to leave it. We have to leave it there. You can go. Thank you very much. You can follow him on twitter he’s at scott koegler. And that happens to be his name to another coincidence and he’s, the editor of non-profit technology news scott, thanks so much. Thanks my pleasure. Next week i’ll have one of my interviews from bb con, which was the blackbaud conference i was at about two months ago or so, and also maria simple will be back she’s, the prospect finder, our prospect research contributor. And she’ll be back with maria’s top ten the sights she uses most in her work she’s, our doi and of dirt cheap and free. So you know that you’re not gonna have to spend a lot of money to follow her advice today. There’s a new fund-raising fundamentals, which is my chronicle of philanthropy podcast its new out today the topic is year end fund-raising tips you’ll find it on the chronicle of philanthropy website. You’ll find it on itunes and again. It’s called fund-raising fundamentals. You can listen non-profit radio live our archive. Our archive is on itunes at non-profit radio dot net. From there you can subscribe and listen on the device of your choice at your leisure, wishing you good luck the way performers do around the world were still in czech republic and slovakia zoho mv us. Islam vous break a neck, so i wish you for the week. Islam vous. Our creative producer is claire meyerhoff. Sam liebowitz is our 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. Last minute live listener love out to mexico city, mexico. Thanks for joining us from there, and i hope that all of you will be with me next week at talking alternative dot com. You’ll listen on next friday, one to two p, m eastern. You didn’t think to get ending. You’re listening to the talking alternate network. Get him. 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. 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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 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 intellect no more it’s time for action. Join me, larry. Shock 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 and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? 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