409: How Foundations Make Decisions: Data Matters – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Grace Sato, knowledge services manager at Foundation Center, and Nicole Lee, senior manager of corporate and community affairs for United Airlines.

There’s more at tonymartignetti.com 

380: Risk Management & Your Disaster Recovery Plan – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Ted Bilich, CEO of Risk Alternatives, LLC. 

Also, Dar Veverka, vice president of technology for LIFT communities. 

There’s more at tonymartignetti.com

345: Don’t Be The Founder From Hell & Your DR Plan – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Jim Nowak, founder & president of the dZi Foundation. 

Also, Dar Veverka, vice president of technology for LIFT. 

There’s more at tonymartignetti.com

318: Leveraging Expert or Tech Volunteers & 7 IT Security Pitfalls – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Steve Heye, solution consultant, and Erin Dieterich, director of corporate citizenship, from NetSuite, and Princessa Bourelly, director of finance at Juma Ventures.

Also, Leon Wilson, chief technology & information officer with The Cleveland Foundation, and Dan Rivas, managing writer for Idealware.

Here’s the transcript

There’s more at tonymartignetti.com

238: Multichannel Storytelling and Your DR Plan – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Jereme Bivins, digital media manager for The Rockefeller Foundation & Megan Anhalt, strategy director at Purpose.

Also, Dar Veverka, vice president of technology for LIFT.

There’s more at tonymartignetti.com

116: Grow Your Grateful Patient Program & Disaster Relief – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Bill McGinley, president and CEO of The Association for Healthcare Philanthropy (AHP)

Nancy Johnson, senior consultant at Target Analytics

Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group

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

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. My thoughts this week, of course, are with everybody affected by sandy up and down the northeast than into western new york, the finger lakes and ohio. My thoughts are with you, i am calling in from north carolina because i couldn’t get back home in time to do the show. So what? We have a show and we’re proceeding, i hope you’re with me last week. Oh, it would hurt me deeply tto learn that you had missed a conversation with janet eggers she’s, a senior vice president of products and marketing for blackbaud at their bb con conference last month, we talked about what’s coming in the non-profit technology market, special considerations for purchasing technology and leadership lessons that she learned from being a triathlete. Also gps global positioning. Scott scott koegler is the editor of non-profit technology news in our technology contributor, we talked about location based services that use the gps technology in your smartphone. Four square, instagram, yelp and facebook places are examples of sites that you can learn from your partner. With to get to know your donors and volunteers better this week grow your grateful patient program bill mcginley, president and ceo of the association for healthcare philanthropy, hp and nancy johnson, senior consultant at target analytics, sat with me at the bb con conference to talk about health care, grateful patient fund-raising why these prospects are critical and very generous privacy concerns and how to start your relationship. Also, disaster relief charities want to help hurricane sandy victims, but in the rush to help, you can’t ignore the rules around private benefit needs assessment and documentation, you’ll be on the right path with our legal contributors, jean takagi and emily chan from the non-profit and exempt organizations law group between the guests on tony’s take two i have a bunch of sandy disaster relief organizations that are doing very good work, and i’ll share some of those. If you’re on twitter, you could be using the hashtag non-profit radio to join the conversation with us. You take a break and when we get back, we’ll go right into grow your grateful patient program stay with me! They didn’t think dick tooting getting dink dink dink dink you’re listening to the talking alternative network waiting to get in. E-giving, you could joined the metaphysical center of new jersey and the association for hyre awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. Dafs you’re listening to the talking alternative network. Yeah. Geever. Durney durney welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we’re in maryland, just outside washington, d c my guests are nancy johnson she’s, a senior consultant, target analytics, blackboard company, and bill mcginley, president and ceo association for healthcare philanthropy, both of you. Nancy bill, welcome, thanks for taking time on a busy day. Delighted fundez your seminar topic is best practices for successful healthcare fund-raising strategically grow your grateful patient program. Bill president, ceo of association for health careful answer. I’d like to get the articles right that got you surrounded. Details report. I like the articles. Why is a grateful patient program critical to healthcare? Fund-raising let’s start with basics in health care and our group, particularly those were representing providers, hospitals, medical centers, long term care, hospice and such. The group that is connected that has had an experience that has been touched by the provider is a very important group. They’re very generous, they are involved. They know what the organization is about, what it can provide. So there they are more generous, the average member of the public simply because they’ve had an experience with the institution they know what it’s like they are part of a major part of the family, which is the physicians, the employees, the governance, the executive, the trustees of the hospital, and grateful patients. They represent over fifty five percent of individuals that give healthcare so they’re essential for us and their big givers help me understand why they’re not unapproachable because of privacy laws. Well, they are very approachable, and privacy rules allow the health care provider access to demographic information, so names, addresses of patients are part of what we do internal for our fund-raising is perfectly acceptable. So it’s acceptable for the clinician to share with you development office is that right? Think the physician at the hospital, the nurse, the janitor can refer a name to the foundation for somebody who might be interested to get okay is perfectly acceptable in permissible under the law. And nancy, why don’t we start with some of the tips that you have for growing this very important grateful patient program? Fifty five percent of individual fund-raising to health care’s from these people. How do we get started? Absolutely well, one of the main objectives have to be able to find the people that are. In the hospital immediately so that the foundation can really approach, not approach them for it. I’m coming to say hello, i’m introducing you to the foundation and letting you know that our goal of the foundation is to increase the awareness of what we do to help raise more money. And so what we see is the opportunity to find the best people to make the right gift at the right time, and what we’re doing is identifying with people that are most capable as well as the people that are already connected. How do we start that conversation? Once we’ve identified people, how do we initiate conversation while they’re in the hospital? It’s a quick hello, i want to connect with you now, if you’re already a donor, i’ve been wanting to meet you. You’ve probably been wanting to meet me. We’ve maybe meditate events, we’ve we’re friends, so you would expect me to come by and say hello to you. So these people were starting with the premise that these are people who are already known through the hospital, oftentimes they are ok. Other times you’re a new prospect. A new patient, that’s just came to the hospital and what’s important is to let them understand and know that we have a foundation that will be working with them for the future. Okay, bill, what do you hear from fund-raising professionals in hospitals about making that initial contact? What kinds of responses are our patients willing to talk? Oh, very much so. And when our members are making these visits there rounding and they’re there in the room with a patient, one of the things that are offering to do is they’re they’re our contact for you, anyone that comes into a hospital to have a procedure that is very unique for the individual. It may be a bit routine for some of the providers are member, you know, really steps across that gap, providing for as a resource answering questions, someone they could turn to for communication to make sure that they’re comfortable, what with what they’re receiving and the kinds of things that they’re going to undergo an experience while they’re in the hospital, because it is a foreign land to anybody. Who’s, a patient who’s coming in for russian scary that can be absolutely it’s unknown and while again, it’s very routine for the providers in the sense that they lived there, they worked there. It is a unique experience for any patient is coming. Nancy, i took you on a slight aggression howto make contact once we’ve identified, but what’s your advice around doing the identification. Current patients absolutely. We have a process that is totally automated, so no human hands touching the data way. Use the black boy as blackwater target analytics. Many of our clients use razors edge as their donor management system. So many of their donors are already no one, and we compare they’re the names of the new admits two there database as well as to wealth program, and we’re putting a radio, letting them know the best prospects for major gifts, the best prospects for annual e-giving and that allows them then to make a decision if they should go visit okay, and or put them into an annual solicitation lorts joining and something even better. Yet, if we’re visiting someone that we know that is a major gift donor. And maintaining their interest in the programs and their opportunity to support activities that are beneficial for others in their this is an opportunity for the foundation to reach out to people with them in the hospital. So i look at it is they’re coming to visit you there, there if you don’t reach out and say hello to them after you’ve had a relationship for years, not really good. I want to say at least a hello it’s not going to be a long visit, but i’m reaching out to you. What if it is someone who’s who’s due to the hospital? Not part of the family, not someone you’ve known for years still appropriate, too. Greet them while they’re in the hospital? Absolutely, i believe that most people when they’re in the hospital, they’re experiencing something unique buy-in it may be the first time they’ve known about the hospital, they become part of the health care family there and by reaching out to them they expect it’s, a buffalo here here’s i discount for gift shop or maybe i’m goingto leave the newspaper behind for you. I come in with a friendly face, i’m not bringing in needles. And i’m not taking blood from you and it’s. A quick high. Okay, okay. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you 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. Oppcoll durney i found that interesting. What nancy said in the session earlier today was that these people are coming to your home. They’re coming to the hospital are home, they’re coming into our facility. Ten there are any experience you have in the hospital there are there five, ten, fifteen people that air in and out that air touching your life during that process and tohave one focal point that could be helpful that, you know, you could turn to if you’ve got questions or a spot that you can go to a person, you could go to facilitate communication and make sure it’s clear among all these services that are being provided is very much appreciated by patients. That’s what we find so you’re encouraging the fundraiser to ask, act as a resource? Yes, from times they do on dh it’s quite appreciated, as you know. All right. So then, after we’ve identified we’ve initiated contact bill what’s what’s another strategy for growing this program. Well, that’s part of what we were talking about today, there are different levels of grateful freight patient programs at the very basic level, you find that contact that call being made that introduction and it may be sixty or ninety days later where we’re looking at that individual and deciding is this someone we wantto make an appeal to our reach out to bout some program or service that we’re offering where their donation can help someone else? Is it someone who’s contributed in the past or who has the capacity to do more? Do we want to put them way want to put an effort in front of them or an opportunity in front of them as a major donor, where they can make a significant difference because of their contribution to the community and, you know, that’s very basic there others where you’re doing the analysis in the analytics, if you will, you’re assessing wealth management capacity so that when you talk with someone, you develop a relationship, you clarify their interests and also the level of what you believe they can support a particular activity in helping others. Now, nancy, you’ll have to forgive me because i’m going to ask bill about what some advice for hospital may not have reasonscall so there are some way to walk away. I don’t want to have a conversation, but i’m just thinking of our audience is small and midsize charities, and there might be smaller hospital. It doesn’t have reasons aid xero identifying you wanna do it right? Well, i will tell you. Okay, identifying grateful patients. We often look we’ve compared to their database no matter what it is, and so doesn’t have they don’t have to be a razors that juicer. The ideas were helping them identify grateful patients and look into the patients that air there so that they’re contributing to their experience. So it’s a step just that they would have to be a mechanism for sharing the information from from no, i don’t know if it’s missions exclusions. It comes from admissions. Typically it kind of sermon ambitions. And then it’s submitted and and no one really has to touch it. It’s, elektronik lee done. We screen it, and then the results are back within ninety minutes so that the foundation can decide. Okay, who’s the best person to go visit this oversignt bilich and our members are clearly using razors, edges of tools. And one of the best advantages of this as a tool is simply that expands our members capability beyond it. Maybe multiple be able. To multiply the impact, one person can have two, twice a ce much three times as much because it is some of it’s automated but it’s more instantaneous than than operating off of written records comparisons that you’re making relative to wealth management to an individuals in the hospital or who has been discharged is instantaneous, as opposed to trying to make all those connections in your head. So this truly, really expands our members capacity, forgetting to more donors this right on that’s, that’s, invaluable. Okay, well, do you have specific advice for smaller hospitals, health care facilities that whether they’re using razor’s edge or not isn’t an advantage to be a smaller, maybe community hospital? Well, you know, it’s it’s so much like any everything you’ve heard around the world all fund-raising is local, and it is individual in many respects and again razors age is a tool enables that capacity if you don’t have razors, eggs, there are some other alternatives and things you could do all the way back to when i started, when it was, you know, index cards in a shoebox, but it’s, that kind of approach, so there are things in between certainly. Razor’s edge is sophisticated, and really, the value is really an expanding capability. But there are other ways you could do that. Part of it is more manpower, which is hard to get in smaller organizations. Part of it is a process and dedication to that process every day, no matter what the elements are that you put in place so you can make it work. That may not be quite as effective without some of these tools, but it’s still gonna work. Okay, so the smaller community, when i’m familiar with a smaller community hospital, shouldn’t avoid grateful patient program. No, not it all so quickly. If your foundation executive this fund-raising is part of your obligation, your purpose and it’s within the health care community. These are institutionally related foundations to the hospital, right? They’re not out raising money for the you know something else in the community focusedbuyer hospital? Absolutely. Okay, honey. Another area that we all thought blackbaud way want to be able to help all sizes of none. So we eat. Tapestry is a wonderful solution. That is many times used for the smaller community hospital. See tapestries at a cloud based. Is it ok? And so i don’t think we know history tells us we’ve worked together for many, many years that many of the hospitals use razors edge that it like you say some of the smaller, newer hospitals, maybe they don’t need the sophistication, and they have way have a wonderful opportunity for them to use a tapestry let’s talk about some other advice around building back to building this grateful patient program. Nancy what what, what, what what further advice did you give him? Your seven? Well, each hospital is unique. And when they started looking at what makes the program different, it’s getting buy-in from the whole health care community from the top all the way to the to the janitor that’s in the room with someone the foundation needs to be more than the organization of the part of the organization that says, hey, do you want to be, how much are you going to give to the employee program this year? We want to make sure that the foundation is connecting with the nurse is the people that are front line with patients and making sure that we’re hearing you need to stop in and have a visit. Kayman we need to make sure that we’re introducing grateful patient programs that can enhance all the different areas of the hospital so that everyone’s understanding those programs and bringing the community together because really it’s all about the services that were providing to these cubine what’s your advice about getting getting clinicians involved in fund-raising first, they’re busy, my my what i hear and my experience in doing some plant e-giving consulting for hospitals is docks are typically well, i don’t know a good number of doc’s doctors are not willing to partner really with fund-raising with development office for the foundation, what’s your advice for sort of breaking down those walls, i think when you really start involving the whole team and you have a new approach and it may be a totally new approach, you have to think outside of what you have done in the past, health care is we’re having to raise more dollars every year, and when you’re asked to raise more dollars with less, you’ve got to use the right tech what’s what’s into approach help us help the audience understand what what’s one new approach they go to their their doctors by implementing this information so that i can focus within ninety minutes and be able to be next to someone and introducing all the good work we do that makes it takes the guesswork out of it. It allows me to be more focus, and then it also allows doctors to have opportunity to refer people to us and a system in place so that they know as a team we’re working together. Will you have you have advice for breaking down those walls, getting into those characters who are often unwilling it’s, not just the doctors you’re talking about building a culture of philanthropy and awareness throughout throughout the community, right? You do that, you do that. You do that with the orientation, with new and ongoing employees that you have. You do that in the training opportunities with the nurses and with practitioners and such that you’re talking about philanthropy or letting know about the foundation with the physicians, they’re human beings, too. You need to embrace them the way you do others, and there are programs and activities that could be very supportive of areas that they are interested in, either in their specialty orin pieces of equipment. Or things that are going to make their delivery of care much hyre to their patients, so sometimes it has to be very specific for helping them to see what the foundation could do for them if they’re willing. Tto partner and i mentioned that family of donors, the physicians are large portion of that, right it’s not every physician, but it’s, the ones that turn on to see the fact that getting involved this way, and even being philanthropic myself, which, if i do it through plan giving or some other vehicles, can benefit me and directly, you know, that has a meaningful impact on my patients and that’s where doctors focus it’s all about them and their patients seems to me so if we could bring it down to the patient care level, the benefits of working with the foundation, making those clear and one one other element that struck me is that in that culture of philanthropy, what you want to get it too is a point in the overall institution that this isn’t something that’s nice to have. This is something that’s essential that needs to be elevated to the strategic level, the planning of the whole so that the executives on the hospital side are learning to plan for and depend upon and demand that philanthropy be a major part, their business, and what they’re trying to do with it has to come from leadership, right, creating a culture and and we see in our benchmarking service that we do with the standards where you have the ceo of the hospital involved in active way in, you know, signing letters in being president, making some of the calls with you as appropriate, you’re getting a much better result in a much better return on the dollars that are being raised, because donors want to know that there have any impact, and the important people in this business are aware of what they’re doing. And bill, i think we’ve seen that change over the years. The two of us sitting in these seats have watched healthcare philanthropy changed enormously. Wey have to leave it there. Thank you. Nancy johnson, senior consultant with target analytics and bill mcginley, president, ceo association for healthcare philanthropy, thanks very much for being guest. Thank you. You don’t know what you want. Tony martignetti non-profit radio coverage of become twenty twelve. We’ll be back with additional guests. I, you’re here further seconds, stay with us, my thanks to nancy johnson and bill mcginley and all the people at bebe con. It was a pleasure to be there, and i have more interviews from b become twenty twelve coming for you. Right now. We take a break when we return. It’s, tony, take two, and then gene and emily disaster relief. Stay with me. 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 lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over intellect, no more it’s, time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, teo you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower, radio, dot com every time i was a great place to visit both entertainment and education listening. Tuesday nights nine to eleven, it will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com lively conversation, top trends and sound advice. That’s, tony martignetti non-profit radio and i’m janna agger’s, senior vice president, products and marketing from blackbaud. Time now for tony’s steak, too. I have a lot of ways that you can help hurricane sandy victims throughout the country because, of course it was not only the northeast, not only new york, that was that was hurt, but the hurricane then you know, from new york city went into western new york and upstate, into the finger lakes region and then into ohio. So nationally there’s the american red cross. Um, you can donate at red cross dot or gq, or you can text red cross two, nine zero, nine nine, nine, and you’ll be giving ten dollars, to their disaster relief fund, including sandy. Red cross is also looking for volunteers, so if you’re able to volunteer red cross dot or ge is the place feeding, feeding america, they have a lot of food and emergency supplies. Water uh, that they’re e-giving throughout the disaster zone and to donate to them, go to feeding america. Dot org’s save the children is also working to provide relief to families and their children metoo they are at save the children dot or ge craig newmark, who has been a guest on the show twice uh he’s, the founder of craigslist and craigconnects and he’s uh, he’s matching donations up to twenty five thousand dollars for sandy victims and he’s doing that through crowd rise. So to give to that fund-raising dot com flash sandy relief. And when you go there, a picture of craig pops up. If you want to be more local in in new york, there are a lot of blood drives. I read hundreds of blood drives that were canceled because of the hurricane throughout new york state. So now we need blood. And if you want to donate blood in the new york city area it’s, new york sorry. And why blood center dot or ge? If you happen to be a techie in new york, you have tech skills. Um, new york tech meet up and new work city are organizing volunteers that have technology skills to help with relief efforts to help new york area businesses and non-profits get their technology back up and running. For that, you can go to bitterly dot slash hurricane tech volunteers. So that’s, uh, which place is that you can give time or money too, in support of people that are really in need throughout the northeast and a pinto, i said, north northern new york state and ohio, and on my block this week is a post called researcher bias in smelters planned e-giving study. Delta company did a a survey of potential planned e-giving donors. These people, they believe, are potential plan giving donors, but i detail in my in my block that still, the company also makes its money in large part bye selling print materials, direct mail materials, no website and consulting services for for outreach. So to me, it’s in there, broad corporate interests to have a bigger base of, of playing, giving prospects than we traditionally have had, and that, to me, creates conflict. They want to sell their services, and they’re encouraging charities to look beyond the what’s. Been the traditional prospect pools in terms of age and boiled e-giving history, and that i detail at on the block again. The post is called researcher bias in altars. Planned e-giving survey and my blog’s is that tony martignetti dot com that is tony, take two for friday, november two forty six show of the year with me now jean and emily. Jean emily, are you there? Hi, tony. This is jean and least beside me, but it’s going to be me alone today. And we hope that you and your family and all your loved ones are doing well. Our thoughts and prayers for everybody affected by the hurricane. Thank thank you very much, jane. I know you’re familiar with natural disasters being in the san francisco area. Yeah, we certainly did. Emily is there she’s just holding your hand or what? You’re not going to die. She pretty much is holding my hand and promising, tell me what to say. Okay, of course. Jean takagi and emily chan, they’re firm is the non-profit and exempt organizations law group neo-sage which you’ll find at attorney for non-profits dot com and jean jean’s blawg is gene. I don’t have it in front of me because i’m remote right now. Remind people what you’re what you’re bloggers, please. Sure. It’s just the non-profit lob log non-profit law blawg dot com and emily is the contributor to that as well. Um, so we’re talking about disaster relief, obviously timely. If a charity wants to do something, they’re so moved, maybe they’re in of a neighborhood that was that’s affected or whether they are or not. Can they just start, eh? Sandy disaster relief fund that’s a great question, tony, and, you know, charities are often the centres of their communities, especially in small communities and it’s really great to see communities pull together and non-profits wanting to help, but sometimes the non-profits mission is not aligned, oh are consistent with providing disaster relief. They might be in existence for doing some others types of services, but that doesn’t mean that they can’t help, but it does mean that they may have to take some steps before they help, and one of the things that they need to do is they need to change their mission. So they’ve got to make sure that on their website, on their marketing materials, and particularly if they’ve got a mission statement in their articles of incorporation or their by-laws to change that, to expand it, to be being able to provide those disaster relief services that they want to provide for pete’s sake. So if i want to do something, i can’t just do it the next morning, i have to look at my articles of incorporation first, yeah, you’ve got to get that board together and take a in an emergency action txtgive that that mission statement to the extent that it is constrained by your articles, so you’ve gotta operate consistent with your governing documents. So you’ve got to change those if there is that statement in there, that’s one of the reasons why we like to make sure that the articles purpose statement, they called a certificate of inc in new york, it’s not so specific that you can’t uh, uh, let your organization of all take on things like this in the future and then a tip for revisiting your mission statement for all non-profits so is there a phrase that is safe that is brought enough that you recommend it doesn’t have to say hurricane relief, right? Absolutely. So you can say we’re providing charitable services in whatever area you want to focus on on dh leave, it is broadly is that in your articles, and then you could define it more specifically on your website and on marketing materials like grant applications, but when you decide to engage in a new activity like disaster relief, and that really goes outside of what you’re doing. Perhaps you were providing music education, you know, when you really go outside of that pounds, you’ve got to make sure that you don’t use prior donors funds, which were dedicated towards music education in our example. But you’re using nufer funds once you’ve changed your mission statement to engage in that disaster relief activity. Okay, onda of course, once you start collecting funds for a certain purpose, then you have to use them for that purpose. That’s correct. You can’t then if if the if the disaster is is overcome, you can’t switch your funds back to music, right? So the money that you resent you raised for disaster relief, you’ve gotta make sure that they’re focused on that. And we had some issues with that after nine eleven. And so are some other duvette actors where organizations felt that they had expended enough money in that area and wanted divert the rest of the money into other areas beyond that could be a real danger. All right. Is emily passing you notes right now? She always passes me notice. Okay. Okay. Stop it, emily. Genes genes good on his own. He knows what he’s doing. Okay, so once you then expand the mission statement, if you need to, you also have to inform the irs. Is that right? Yeah, although you don’t have to do that right away. So you can engage in the disaster relief activities, which usually you’ve got to do pretty quickly. But you can report the change in your activities and the change in your mission to the irs when you finally form nine, ninety for the year in which you changed those activities. So for example, you wouldn’t have to file if you were going, you know, finally for two thousand twelve until may two thousand thirteen. Okay, okay. That doesn’t have to be immediate. I just realized i neglected to send live listener love during tony. Take two. And we have a lot of listeners abroad. Tokyo, taipei in taiwan and yung yung in korea and send gen china welcome live listening love to all those foreign countries and also to philadelphia, which is not quite as far into me. I live in new york, but philadelphia’s not quite as far in as those other. Cities, um, pardon me for that, but jean but i have to send my listeners love. Sorry, uh, that’s great. All right, so once so, then once you have expanded your mission statement, if necessary, then is there any limit to what kinds of relief you can provide? Well, there are so you’re still restricted by what we described on our last couple shows private benefit issues. Oh, man, private benefit again? Yeah. You know, charities exists to provide a public benefit, and they can’t be operated to promote private interests. So you’ve got to be careful. So we can’t give a million bucks away. Teo, somebody who was barely hurt by the hurricane that would that would not be appropriate. You’ve also got to be worried about conflicts of interest so forgiving to board members or toe officers of the organization and not in an objective matter, not as part of a charitable class of individuals affected or with preferential treatment to those insiders. That would be wrong, but we certainly can provide funds, services or good ensure that victims have basic necessities like food and clothing and housing and medical assistance and things like that. What can you define a class of people that you want to help. Yeah, i mean that’s, something you should do. So you should say, you know, this is good for business and not only legal reasons, but are we just going to help anybody affected by the hurricane? Are we goingto, you know, really look at financial need? Are we going toe not look a financial need, and we don’t have to. We learned after nine eleven that we can even help communities that don’t have financial disadvantages, but that were hurt badly by the hurricane and or any disaster and weaken give emergency relief so emergency relief services can be given without a needs assessment. Otherwise we want to determine what type of needs we’re looking for. Is it financial need? Is it medical? Need it, you know, for disabled individuals within a given area? Are we goingto limited geographically all sorts of things that we need to target our mission towards? And then when we get this whole pool of charitable class members that want our attention, we have to figure out what type of resources we have and how we decide who to give it to the needs assessment. Is something that’s required or it’s just very smart to do well, it’s it’s really required if you’re going to be required to go the scorning assistance yeah, it’s not so required if you’re just providing emergency assistance. So for giving out blankets and food and shelter in the next couple weeks for the hurricane victims. There’s no needs assessment required for that, you know, it’s pretty obvious who’s in need. Okay, but if we’re gonna be e-giving ongoing, you know, rental assistance payments and that’s going to last for several, several months past the hurricane, then we’re going to think about why are we just giving it to a select few individuals? And how did we choose them? We’ve got has some objective in good faith criteria there. What about helping businesses? We’ve been talking about people. Yeah, that’s actually possible, and some people, you know, don’t realize that that’s possible, but sometimes business owners are financially needy, and that would be okay to provide businesses in that case and otherwise they might be distressed or or to come back community deterioration or lessen the burden of government. And we’ve seen, you know, from the west coast we’ve seen the photos of some of the the impact of the hurricane on the seaboard, especially, and those air communities where, you know they’re not going to recover unless their businesses recover their small businesses. And the small business owners need assistance to get back in there. Otherwise, the community is not going to get back. And so that’s a case where non-profits can actually provide assistance, the businesses as well. Okay, but go and going back to people. We can’t define a class of people that, uh, illegal in or, you know, impermissible in other circumstances just because we happen to know that they were particularly burdened by whatever the, whatever, whatever the disaster is. Oppcoll well, i mean, you could certainly define your class how you want it. But it’s got to be again, pretty objective. So that you’re not, you know, favoring people who either don’t really have a need or favoring insiders of the charity over others. Okay. We can’t target this too specific individuals, but we can certainly say community’s, though, right? Yeah, and it could be a small neighbourhood community that you’re targeting that was especially impacted or where the charity is an existence and it’s kind of the hub of that community, or or we could have more expansive criteria. Okay? Bonem now, so the people need to fit into the the people you’re helping need to fit into that terrible class. As he said, um, a little more about conflict, potential, conflicts of interest? Sure, well, you know, if you’ve got a board of directors of a charity of charities should have and they’re determining who’s going to get aid from the charity, we certainly don’t want them to benefit themselves, though there others, even if they’ve been affected by the disaster, they might be able, teo, be eligible to be considered among the charitable class of individuals and so they might get some benefit, but it would be incidental, and they should certainly not be making decisions on benefiting themselves. They would have to abstain if they’re part of that charitable class on who to pick that will receive help. I mean it. Would be nice if charity’s could give help everybody, but obviously resource is air limited, so they’ve got a decide who’s most impacted or who they want to help the most in line with their mission. And board members and officers of the organization have to really be careful because they’re in power positions of making those types of decisions that that’s the conflict of interest issue. And sometimes when you have outsiders who are part of the selection committee, you know that can create more trust if you get community leaders who are not on the board but involved in selecting who might be able to receive relief that might give some, you know, assurance to the community that they’re not going to only benefit themselves the board of the charity, that is, but it also creates additional conflicts of interest so that we make sure that those people aren’t benefiting themselves, thie outside selection committee members or their families or their business partners or route, you know, and, you know, business relations. So we just have to be careful about those things i see and that’s consistent what we’ve talked about in the past. That’s absolutely right, we have just a minute before break gene it. Would it be permissible for a charity to say that the charitable class they want to help volunteers to that charity? People who have been volunteering with them in the past? Yes, longest that’s a signature una, significantly large enough and indefinite class of individuals it’s going to be okay. So if we’ve got, you know, one hundred volunteers and we’re open to taking more volunteers and we’re going to help our volunteers that’s going to be okay, especially if they if they, you know again, not preferentially board members and officers of the organizations who are volunteers. Okay, but if it’s too small a classic like five people who are volunteers, we can’t sir, you know that just those five people is a charitable class that would be impermissible private benefit. All right, we’re going to take a break team takagi stays with us. We’ll keep talking about disaster relief, and i hope you do, too. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Than you need. Aspire, athletic, consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Got more live listener love to salt lake city and moscow and dallas, texas also south bend, indiana thanks for joining us live listener love to all those cities, jean what if you collect more money than there is need? Now you’ve you’ve said, you’re specifically collecting it for this purpose. It’s not needed anymore. What do you do? Yeah, that’s really tricky tony so one of the things that’s kinda boyd that situation. So you want to be careful when you read to find your mission? The only way that happens is usually when you defined your charitable class so small that you know you, you raised enough money to help them out through the air. Emergencies on dh you’ve decided you’ve got extra money left at that point, you’ve gotta operate as close as you can t to the charitable purpose for which those monies were collected, donors typically don’t have a right to get that money back, so, you know, you could go to court, and we figure out what to do with that extra money and people could bring you into court, too, to decide what to do with that. That happened with nine eleven i don’t want that to happen, so be very careful of that. You can usually find your way around it as long as you haven’t made your mission and your charitable class so so tiny and specific that that that it becomes a knish you later? Okay, but what do you do with the money? Well, you’re going to use it for close to that mission is possible, and if it’s if it’s really outside of that, then you’re gonna have to go to court and get them tio follow through an approved where that money is going to go and it’s called a sight prey issue. But i didn’t want to get into jargon jail, but i suppose they just have so i pray i like i like how that spell right? See why pr ess, isn’t it? That’s your sigh, pray okay, go ahead, go ahead, tell us, what’s, i pray is show off. Well, i pray it is, of course, latin and lawyers like to use it to impress other people on dh when i literally mean like you’re doing right now, james, i think it is near it’s possible or as near as i may be possible. And i think it’s latin. It may also actually be french coming from the old french language. So it’s often used where people have designated their gifts their charitable gift to certain purposes, and that purpose is no longer required or becomes impossible to fulfill. So that might be, for example, the eradication of polio which the march of dimes had encountered early on. And they needed to change their mission. Later they decided to otherwise polio had, you know, essentially been eradicated with jonas salk back scene on dh. They changed to birth defects. So i pray, is a very common doctrine used when charitable purposes have been completed or impossible to complete further. That sounds like a lot of trouble. Could we give the money that’s excess to another charity that does the type of work that we had raised the money for? Yes, certainly. If they can, if they can, if they khun do those type of activities and we no longer can then that that certainly is permissible. So long, focal donor’s intent and what the charity had said the money would be used for is still used for those purposes, you know. Okay, so there’s a dozen easier way out than going to court. All right, right. So long it again. You didn’t pick such a fine mission that nobody nobody else could do it either. Yeah. All right. We have just about two minutes before we have to go. Uh, let’s say a little more about documentation. We talked about the articles of incorporation amending those and we talked about the nine, ninety in that year. What else is required? Well, you know, what you should be requiring is the type of assistance that you provided, whether it be financial assistance or in-kind good blankets, food, housing, whatever the costs associated to the charity with providing that assistance, the purpose of why you’re giving that assistance and why you’re giving it to those individuals that are receiving the assistance over others. If the board was not making those determinations about who gets and who doesn’t get on dh, there was some selection committee. How did you choose that selection committee? On what criteria did they use for dispersing the aid you want? Also document the names and the addresses of the river citians of the financial aid that you’ve given or significant non financial. Aid given again, this wouldn’t be necessary for emergency relief, or you’re just giving food and shelter and blankets and things. But if it’s ongoing gauge, you wanted to make sure you know who those recipients are and you want to disclose that either there was no relationship between the recipients of aids and an insider, a director officer or substantial contributor to the organization our thirty document that i have one last thing, tony, make sure donors don’t hey don’t earmark their donations towards specific individuals that’s not allowed, so i can’t give a gift and say give it to my uncle, who got affected by the hurricane that we’re not allowed fifteen seconds. Where do we document all this is just inboard mitts you khun documented in board minutes or any sort of organizational document that you you hold and that the organization can attest it is the policy or the practice of the organization. Jean takagi, his firm is non-profit and exempt organizations law group in san francisco and you’ll find him at non-profit law blawg. Thank you very much, jane. Thanks, tony. My thanks. Also to regina walton, live listener love going tow her in san francisco and she also very helpful in compiling the list of agencies that i had for tony’s take to regina, thank you very much. I have a new fund-raising fundamentals podcast out with the chronicle of philanthropy, it is how to recruit and motivate volunteers for your events. You’ll find it on the chronicle website, and you’ll also find fund-raising fundamentals on itunes next week. Career advice for your entry level and junior employees jonathan lewis produces career advice videos with leaders in non-profit social change uh, he his video interviews are free and they’re short, and i think they’re valuable as you lied and mentor twentysomethings who want to make a difference in the world, he and i are going to listen to, and he’ll comment on a couple of clips. One is called mentoring for dummies, and another one is called shut the hell up and also next week, maria semple returns our prospect research contributor and the prospect finder has resource is for researching privately held companies. You know, she always has a ton of free and low cost sites and ideas, and next week will be no exception. You can find us on linkedin reveling in group you can offer ideas for the shows and continue the conversation with guests on linkedin. We’re on facebook, you know that i haven’t said it recently, but that’s because you already know it. You can listen to non-profit radio, live or archives. The archive is on itunes at non-profit radio dot net on twitter you can follow me, use the show’s hashtag non-profit radio and you can also follow me on foursquare we can connect there wishing you good luck the way performers do around the world. We have left estonia, estonia is behind us so from estonia go west across the baltic sea and you land in sweden where they lightly kick performers in the bud before they go onstage. No hands allowed on ly a kick, please and when they’re doing it, they will say, breathe at the bend freak at ben, which means break a bone so i guess sweet don’t have femurs and to be his invidious, so just break any bone in your body is fine. You don’t have to be specific to the leg, so i’m wishing you breed at ben. Our creative producer is claire meyerhoff. I’m leaving, which is our line. Producer assistant producer janice taylor is sending me text telling me when the time is coming up. Thank you very much, general shows social media’s, by regina walton, of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, waiting to get anything. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on so speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna 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 athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking dot com.

094: Insurance is Indicated & Spinning Your Event Theme – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

William Henry, executive director of Volunteers Insurance Service

Nancy Levin, director of development and external affairs at My Sister’s Place

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

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