114: Leadership & LinkedIn News – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Norm Olshansky, consultant and co-editor of “You and Your Nonprofit”

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

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and today’s friday, october nineteenth. Oh, i very much hope that you were with me last week. It would cause me pain and distress if i learned that you had missed last week’s show, which was your end campaign clearness from the blackbaud conference b be gone earlier this month in maryland, the conversation was with a panel, and they revealed tips for your year end campaign also compensation clarity. Jean takagi and emily chan, our legal team, were with me to explain how you determine what’s reasonable compensation for executives. What happens if the camp is excessive and what’s that automatic penalty that kicks in if you don’t disclose benefits? Plus we did our board role play, you’ll recall, i believe i stormed out of that meeting uh, this week leadership normal sanski, consultant and co editor of you and your non-profit shares his advice on non-profit leadership, his premises everything starts with leadership and linked in news. Maria simple, the prospect finder and our regular prospect research contributor, has two new offerings from lincoln board connect. Helps you find the right people to serve as board members, and reasons to call reveals touchpoint ce for making contact with the people you want to talk to. Between the guests on tony’s, take to my blogged this week is the modest are more generous. If you’re on twitter while you’re listening, then you can join the conversation using our hashtag non-profit radio. We take a break and when we return, i’ll be joined by normal sanski and we’re going to talk about leadership. Stay with me. You couldn’t do anything, including getting thinking, you’re listening to the talking alternative network, get in. Nothing. Cubine 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. Will answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Well. Welcome back. This is big non-profit ideas for the other ninety five percent. But you knew that joining me now is normal. Sanski he’s, the president of n f p consulting resource is he’s, also a senior consultant with the bob carter companies. His clients over many years have included botanical garden, national membership associations, religious organizations, hospitals, public and private schools, museums and arts organizations. Norma’s joining me from sarasota, florida norm. Welcome. Well, thank you. Nice to be with you, tony it’s. A pleasure to have you. Thank you were talking about leadership on dino. You start with the premise that everything starts with leadership. Let’s, start very general and have you tell me what is a good leader in your mind? Well, obviously, when we’re talking about non-profits a good leader, and when i say leader, i mean either volunteers or staff, uh, the key is obviously a commitment and passion for the mission. I mean, it all starts with that. And then it it’s a question of of people who are serious about the business of non-profits there’s some but there’s a whole lot of, uh, skill and science related to non-profits but there’s also the art the relationships of uh, that are involved in a successful non-profit so having a combination of both people who are willing to take some risk, but also who are creative, who can establish and bring in additional people who are passionate about the organization and it could bring resource is and talents that are necessary to be successful. And i love that you start with the commitment and passion, but obviously that’s not sufficient that’s it’s necessary, but not sufficient many, uh, organization that had very committed and passionate people who knew about the mission failed because they don’t have the skill and the knowledge of the relationships, the influence or the leadership necessary toe taken organization to ah level, where could be sustainable? And this is a business you mentioned being serious about the business. You do have to have a business sense and run run this organization like one. You know, a lot of people don’t realize that talk about non-profits but not profits are corporations non-profit is a status of the i r s but when you talk about a corporation, any business to be successful has tohave the components and the plans and the leadership. Behind it that they’re going to make things happen and, you know, so marketing is as important to fund-raising and, uh uh, financial development and budgeting, all of those things that businesses have to deal with are the same that non-profits have to deal with. I think people get a stark surprise when they learned that the first step to creating their new charity is incorporating in the state that they want to be in that just to just reinforce your point. This is a corporation it’s, a not for profit corporation, and you have to incorporate and there’s your first your first introduction if you hadn’t realized that, uh, this is going to be a business, you know, and you will know and have written about extensively, there are regulations that govern corporations and their specific regulations that govern non-profit organizations. Yes, i’ve heard rumors to that effect. I do a lot of work around charity registration, that’s one narrow small compliance area for charities um, and there were many of the state and federal level, so the so the sense of being a business i think is is shocking to a lot of people who come into a a new charity with that passion and motivation for helping people but they they don’t realize what they’re into for the long term and in its agriff it aggregate the non-profit sector is one of the largest corporate sectors in america. When you look at total assets, total income, total number of employees um after retail and manufacturing, the non-profits sector is the third largest in the nation. Interesting, excellent. Okay, so let’s broaden little bit. We don’t because we don’t want to talk just about people who are starting a charity. So leadership, as you said, of course, staff or volunteer. But with staff, this could be well, even volunteers. This could be leadership at any level, right? We’re not just talking about the executive director and the chair of the board. No. Leadership is key at all levels. From your receptionist to the person who answers the phone to the people who were involved in strategic planning, uh, from top to bottom. Everybody needs to contribute their leadership capabilities for an organisation to be successful. Interesting. You mentioned even the, uh, the receptionist? Absolutely. Absolutely. The receptionist is usually the first contact that a person has with an organization, whether it be a client, oh, a member or a donor. And if that if that contact is not one that is receptive and, uh, customer friendly and doner makes into account all sorts of dona relationships, then you’re starting off on on, ah, negative to begin with. So, uh, everybody needs to do their jobs well, understand how they fit into the overall organization and the importance that they play towards the success of the organization going forward way. We’re going to take a break, of course, normal. Sanski stays with me. We’re going to have a chance to talk more about these volunteer. I’m sorry about the leadership topics and get into some recruitment and and relationship building in succession topics all around the book that he co edited, yu and yur non-profit stay with us 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. Buy-in are you fed up with talking points, rhetoric everywhere you turn left or right? 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Welcome back, big non-profit ideas for the other ninety five percent um, norm let’s talk a little about the the art of leadership that you mentioned not only the business side but the art what’s involved there. Well, clearly part of the role of a leader, a true leader is to be able to motivate others and motivating others means setting and being a good role model, being a good listener, being a person that allows others to bring to the table their talents and skills and knowledge and fuel ownership to the overall venture. So a true leader is somebody whether it’s, a staff leader or volunteer leader, is someone who engages others who is a role model, who’s says follow me because i’m willing to do anything i’m asking of you, uh, who sets the bar high expectations high and is a, uh a gung ho uh, passionate about the organization. So, uh, when we talk about people who have influence people who are charismatic, they’re your best best leaders in an organization if they also know how to relate to people and engage people in a positive way. Let’s, apply some of this too, recruiting you might. Be recruiting staff or you might be recruiting volunteer leaders. What are what are some what? Some of the actual tips you know that we can we can convey the listeners around recruiting the best people for your for your organization? Well, there’s so many, many things to consider and as as we mentioned in the book that’s put out by charity channel press, when you’re looking at, uh, recruiting leaders, you’re looking at both sides of the equation, people that are going to bring skills or re sources that are needed for the organization and people who could be team players, people who care passionately about what you’re doing and people who are, uh, going to keep the interests of the organization above their self interests. Now, how do we recruit to find those attributes? Well, typically, volunteers are engaged in an organization at all different levels and based on the way they perform in their entry level rolls, uh, people then are elevated into positions of more responsibility in terms of professional staff. You’re looking for people that have a particular skill set that you need, whether that be in the back office or whether that be in fund-raising whether that be in operations or service delivery um, and then people who fit into the culture of the organization too often way neglect the fact that every organization has its own history and background and, uh, relationships that have existed over ah short or long period of time and bringing people in who don’t fit into that culture can be problematic, so personality becomes a critical factor over the buggles. So are we basing a lot of our recruitment on on instinct then as we ascertained somebody’s personality while we’re talking to them? Yeah, it’s some of it is instinct of people who’ve been around a long time, and i’ve been involved in human resource is develop uh uh, the instincts, but the instincts or developed based on science, for instance, you don’t want somebody who is always in need of socializing and as always, needs to be around people in whatever to be sitting in front of a computer all day. Likewise, you don’t want somebody who is that academic focus type of intellectual, um, to be the one who’s going to be in your sales force or marketing or, um, uh fund-raising areas so personality is as much as important as looking at the actual skills set that someone brings to a job all right, i have had a couple of guests on who, when they’re interviewing people liketo recommended asking about impact, much the way donors air looking for organizational impact. What impact did you have in a difficult situation and listen to stories about how they dealt with people? Dealt with a difficult situation may be difficult person and what the what the outcome was there there you no good interviewers can develop scenarios where they can see how well people handle themselves on their feet thinking quick, but also how open people are, because a lot of people, um, will in an interview especially they want to project the best possible scenario for their own employment and chances of getting that job. And, uh, if they’re not, if you don’t find, uh, the humanness of a person, the ability to recognize what they don’t know, they’re our willingness to acknowledge some of the things that they’ve they have not been as successful with. Yes, you know way all have our strengths and weaknesses and it’s so important in a work environment that you have the type of employees that could be very upfront and candid and and have a lot of self awareness as to what their skillsets are what they need to learn more about and the like. So, that’s, what you really want a probe in an interview to see how comfortable people are and knowing that interviews or stressful situation. So part of what you’re doing is seeing how people handle stress schnoll once you have recruited the types of staff and volunteers that that you’re aspiring to, you need to keep them motivated about their work, and i think that’s a lot of leadership also there made their difficult times there’s going to be fun times there’s going to be tensions? Ah, leadership a leader needs to manage in all these different environments. Yes, and a good a good leader any good professional, in fact, eyes always looking for additional knowledge. Uh, additional resource is, uh, how to do there roll their job better. Um so organizations that encourage, uh, training and in service and education and opportunities, tto learn are the organizations that are the most sustainable and successful one of the things that we’ve learned in human resource is that job satisfaction is not as highly related to compensation as it is to people feeling that their position and an organization is recognized, that job that they’re doing is meaningful and that they’re given opportunities to grow and learn in their roles. Yes, that’d be a volunteer work staff. Yes, and i’ve seen survey results or study results about that in the popular press again, that job satisfaction doesn’t come primarily from compensation, but from feeling of feeling, of belonging and membership and commitment that that the person feels for the organization and that knowing that the leadership feels toward them. One of the biggest problems i see is that non-profits too often are are so heavily focused on problem solving that they forget to celebrate their successes and, uh, encourage others, uh, to recognize everyone’s participation and involvement in an organization on dh their role in that success, it’s, not just the board chair and the ceo that are responsible and should be recognized for the success of an organization you mentioned education and training, but in bad times recession or just lean times for an organisation, irrespective of what’s happening in the macro economy, those are things that tend to get cut pretty quickly conference spending bringing consultants for in for training things like that tend to go get cut pretty quick. Well, that that is true, and it is a challenge, but like with anything in the nonprofit world, challenges can be overcome. There are many non-profit resource centers and, uh, universities that offer free workshops, there are opportunities through professional organizations in the light to get mentors for staff. There are opportunities even for a portion of every board meeting in tow have, uh, learning experiences. So the problem is that organizations that are not strategic are not going to be as success was they could be, and part of being strategic is thinking forward, how am i going to help develop my staff and volunteers so that they’re going to be able to take on the challenges that we’re going to be facing going forward? And if you’re not thinking ahead and only thinking about putting out fires? It’s ah, problem and that’s a challenge in this economy because so many organizations are struggling economically, so you have to think smart, act smart and use your resource is carefully, it all falls. To the little falls to the leader. I mean, for the organization to be strategic, the leadership needs to be right. But after buy-in throughout the organization on what that vision is and what that plan is. Yes. Okay, yeah, you know? Right. Yeah. I’m gonna correct myself. It doesn’t all fall to the leadership, but it all starts with the leadership. Exactly. Okay, that’s, that was how we started the whole conversation today. And that is everything starts with leadership. Andi, we’re going to continue the conversation. I just want to remind listeners normal. Sanski is a consultant and co editor of you and your non-profit published by charity channel press. Norm let’s talk a little about succession that we’ve recruited in. Hopefully retained good volunteers and good staff succession planning. And you want one of the articles in the store in the in the book is your own article on succession planning around volunteers. This is a critical, uh, um, teacher or component or requirement of non-profits to be successful. Uh, we mentioned earlier how important culture is and the history of an organisation and having people who understand that history and you have the experience is so if you do not have a good succession plan, you are of setting yourself up for dramatic changes every time. There’s a change of leadership, whether that be volunteer leadership or, uh, staff leadership. So having a succession plan, knowing what you would do in a scenario where a person leaves or persons term expires, uh, those things need to be thought out. Uh, we usually recommend that, uh, with the lay leadership that you have clear, um, succession in terms of if you have vice presidents, that there’s an expectation that the vice president or if you have multiple vice president’s, one of those vice presidents is being groomed to be the next chair of the board with staff that there’s cross training so that you always want to be aware of the mack truck we call it effect where if a key staff person is, is unfortunately in an automobile accident and is out for months or leaves uh, the organization that you’re not completely vulnerable, that you have others who understand what their job was. I could step in and help with that. So succession planning is critical. The other thing that a lot of people don’t realize is that when you’re involved with non-profits, we talked about the passion and commitment to the mission. Well, it’s also key what happens when people move through that succession plan and say someone was the board chair and now they’re no longer board chair? Well, they’ve been involved the years in a very intense way, and if they’re completely cut off, you could lose a very experienced leader. So how you work with prior leadership and how you help people with that transition is very important, too, in the article in the book goes into a lot of the issues related to succession planning the structures for that in the light. They’re also articles on my blogged specifically related to this issue and you block is that n f p consulting dot com uh n f consulting dot blogged spot dot com that’s, the block post okay, and the other is the actual consulting practice. Okay, i want to flush out a little more the the volunteer leadership succession because you do suggest that the past chair be active. Obviously the current chair is, and then also as you said, the vice president of one of the vice president is chair elect, don’t you now have three share people vying for leadership? Um, not if the rolls and the culture of the organization are very clear is to the responsibilities of leadership, and i can’t tell you how many times i’ve gone into organizations and found that they did not have clear job descriptions for each of the positions. Oh, job now, does that belong in the board’s by-laws, or is that elsewhere? No. That’s. Ah, separate separate item. You know, the by-laws usually have a very brief description of responsibilities of officers, but, um, uh, more complete, uh, job description. Just a cz you would have for employees. Should be for every one of the officers and board members of the organization where you have, what is their responsibilities? How much time is expected of them? Are they expected to make a contribution or to solicit funds? What are the events or programs that they should be participating in? Ah, what sub committees or task forces, um, are their expectations that they serve on all of those things? Should be outlined in a job description for volunteer leadership. Justice he would stab. Okay, andi, we have just a couple of minutes left, and i want you to share what your thoughts are around what, what it is that you love about it leadership topics and motivating leaders. Well, one of the things is a consultant is so very special is when you, khun trance, for the skills and knowledge you’ve experienced over ah, whole career to an organization where they are able to then go forward using those skills and no longer be dependent on the consultant. Uh, so really uh, uh, consultant and the wonderful way that i love working with leadership is you always start where people are at their never all at the same place, and once you assess where they’re at, then taking them forward to where they can be and helping them to have a vision of what’s possible eyes what’s very exciting because i’ve never met anybody in a non profit organization that didn’t have good intentions, but a lot of people in non-profits have no clue as to how to implement successfully their good intentions. And in just about thirty seconds we have left it’s got to be very gratifying to help someone achieve their full potential as a leader, no. Question. No question about that, and also so many people have helped me through. My career is just great to be able to give back whether it be susan consulting or publishing that’s, the joy of being what i would call a senior professional in the field. Normal. Sanski is a consultant and co editor of u n yur non-profit, published by charity channel press. He’s, president of an f p consulting resource is normal. One. Thank you very much for being a guest, my pleasure, and thank you for having my pleasures. Well, thank you, norm. Now we take a break when we return. It’s tony’s, take two and then maria simple, linked in news. Stay with me, 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 order or a nj 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. Buy-in if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Hi there, tony’s. Take two my block this week is the modest are more generous this’s known to a lot of people, but i just felt like paying attention to it this week because i’ve seen some recent press around it, especially around the chronicle of in the chronicle of philanthropy. Um, the research that consistently shows that people of modest means give a higher percentage of their income, then the wealthy do, i think that’s very interesting. And so at the macro level, not surprising, poorer communities don’t need a higher percentage of their income, then then wealthier communities. We find that across the south states in the south are typically maur generous as a percentage of income than, say, the northeastern states. And so that creates us curious generosity, divide and on my block this week i have links teo articles by the chronicle of philanthropy on this, and they also have an interactive graphic showing generosity throughout the country and that’s all on my blogged at tony martignetti dot com that is tony’s take two for friday, the nineteenth of october forty fourth show of the year with me now, as she is every month, maria simple maria, how you doing out there? I’m doing great. Thanks for having me back. Always a pleasure. Maria simple is our prospect research contributor she’s the prospect finder. You’ll find her at the prospect finder dot com. Her book is find your maria. Remind me what the name of your book is panning for gold panning for gold dahna prospects finding your best donor prospects now, thank you. I’m sorry. You have some have some linked in news for us. A couple of new offerings from linkedin. Yes. So one is directly from lengthen, and the other one comes from an approved development partner with linked in. So i thought these were both two really interesting developments that could be very, very useful for non-profits and we might want to, you know, give them a little time and highlight them and show people how they can use them, especially since they’re free. Okay, i love it. You always come with free on very low cost resource is outstanding that i’m always good for that you’re very well known for that. So let’s, start with the one that’s directly from lincoln that is bored. Connect that’s, correct board connect just launched. In the last couple of weeks, lincoln gave some announcements about it, and they have a website set up where people can learn more information and i’ll make sure i share that on your facebook page. But it’s non-profit and the linked in group two don’t forget the link down it’s right that way talking about lengthen your going to everything on facebook so the page that people can look for this is non-profits dot lincoln dot com and so basically at a high level overviewing let me give you an idea what it is. It is, uh, access to what they call their talent finder tool on it is a premium account level, and so it has a thousand dollar value, which is a kn annual value the thousand dollars subscription that can be obtained for free by one person at the non-profit um, so you really didn’t need to figure out who that one person is going to be that’s going to have access to this and let me tell you what with the tool can do, and then you might be able to envision you know, who would be the best connector at your non-profit you noto have this tool so basically it enables you to really look for board members, and i’m sure that tool can be used in other ways. But it’s really meant to help you find boardmember zina very systematic tearaway instead of sitting around at a board meeting and saying, well, who do we know that can help fill this gap? Let’s say you have a gap, you need somebody and maybe the financial services or accounting field, and you really would like to have that expertise on your board you can use it will give you expanded search capacity, uh, on your advanced search page of lengthen and we’ve talked about that the usefulness before of that page, but now it’s going to give you access to more search field so you’ll be able to really find to search the other great feature that it has is twenty five in males a month are included. So have we talked about in they’ll know we haven’t esso let’s? No, i don’t think so. We haven’t, so no, that is a way to connect directly to someone and send them just as it says in in mail and email, basically within the lincoln. Space ah, and you get up to twenty five per month. And they say that if you don’t get it sponte back from the person within seven days, you kind of get a credit back-up one typically you have to you have to have linked in pro in order to use in male. Don’t you that’s correct. So that that’s? Why? For for one and non-profit one person connected to the non-profit soak to really? I’ve talked to it. Some of my other colleagues who are you know who love linked in a cz well, you may from heart is talking about them before jerry tangle and mark help they were goes on the show. There were panelists with you one time that’s right that’s, right? And we really think that in order for this to really work well, the person who has this access should have at least three hundred fifty connections of their own and way think that the magic will really happen really at five hundred and up. So think through who at at your your non-profit would have that level of connections. Um, you might want to give the access to perhaps at the boardmember who? Might be better connected on lengthen uh, maybe the person in charge of your board, croup, mint committee or something like that. But it will give you access to this talent. Find your tool they have with bored connect there going to be providing some additional educational webcasts, and they have a group that they’ve started within lengthen called the board connect group. So you’ll be able to have a pierre network who are using this tool effectively. Ok, let’s, talk a little more about the details of it. How do we how do we go about using it? So as i said, you really access it through the talent. Find your tools through the advanced search page and having those more advanced search filters. You’re going to be able to also see expanded profiles of people who are outside your network. And maria let’s, just stop the advanced search tool. That’s was that’s in the upper right corner. Yes, that’s in the upper right corner. So you have a search box which would appear on your home page of lincoln. Just to the right of that. There is a clickable links called advanced search that that’s what you want? To click onto, and then many more, many more fields will open up for you, but only the person who’s authorized to use the talent finder tool. Well, anybody can it can access advance, right? Right. However, having the talent find your tool will get you more fields to search on. Okay, right, you’ll see you’ll see an expanded page over what everybody else was using donorsearch let’s say you’re really only interested in connecting with people who have maybe a title of cfo within a certain radius, but also you want to make sure that they’re within fortune five hundred companies or they have a minimum of two hundred employees, so you can really start filtering out and really coming up with a very concise list. Um, actually, jerry, just jerry stengel just did this very effectively for aboard the cheese on in in manhattan, and she blogged about it. Um, i don’t know if you’re familiar with beth cantor. She blogged about it. I’m beth cantor’s blogged on september twenty fourth, so that might be something people want to refer to cause she actually kind of goes about outlining how she used this tool her sir self to find some people who have a perfect match for for the board and she’s in conversation with several of those people right now. Excellent. All right, so jerry stengel blogged on beth cantor’s, a guest blogger on beth cantor was spelled k way also kind of highlighted. You know how jerry used this particular tool on a web in or that we recorded on october second, which is actually linked to that webinars also accessible there on the blog’s link. So on the best i mean, on the breast cam trying to, you know, let people know in a in a variety of mediums help. How can use okay, now what you mean the link to the webinar is on the best cancer blogger. Yes, you can also get you could get to it from jerry’s website venture near dot com, but you can also get to it from from that original block post that came out on a september twenty four. Okay, beth cantor is k and tr and the jerry stengel blogged where you can also find this is his venture near and that’s venture and e r dot com as if you’re a pioneer, but not that you’re near adventure, as in close to adventure ventured here like pioneer ok, so what has your own experience been? We’re talking about everybody else in the world what’s your own experience, but i was playing around with it for a little bit. I wanted to see, you know what would be, you know, the advantage of having all those additional search features and, you know, it really does greatly narrowed the pool, and you can really get a very nicely refined list of potential prospects that you want to reach out. Tio so really it’s been developed for, you know, trying to find talent, you know, for individuals that would be great. Boardmember cz individuals, that would be potentially great to be working for your organization, but also, you know, i like the fact that they have you can set up the searches, and then you can set up a ten search alert. So normally with a free linkedin account, you can set up three saved searches, but this will give you the capacity to save up to ten so you’re you’re saving your search criteria and then as someone new joins, link dane or changes their profile and becomes ah, search result for you. Then you find out automatically. Yes, yes. Lincoln will push the information to you. And you can decide to have that a search alert set up, say, to push the info to you once a week, if you like or, you know, daily. So it’s, really your choice on dh? I think that that could be particularly useful feature as well, you know, especially for non-profits that are in in a mode of really needing to revamp their board or they have a certain number of slots they feel they really would like to fill it’s a great way for you to set up the searches and have lengthened just pushed the information to you. Okay? And that’s all the talent finder tool in linked in which you’ll find through, give the earl again for getting started. Non-profit dot linkin dot com okay, cool. Yeah, they give a nice little overview, you know, tutorial, etcetera and what’s. Really kind of cool, too. If they give you fly that you can share with your board at an upcoming board meeting to really help educate them. How lengthen can help with with board recruitment. And so forth. So they really have thought it through in terms of how it can be useful for you is a non-profit professional. But how can you then share this message with your own board on? I love that you recommend that it could be a volunteer who you are, who you choose. Tio, have the special account that’s, right? That’s, right? I mean, the non-profit will need to go through, you know, supplying i believe their e i n tax number. Right there must be someone you know verified non-profit and force that’s getting this this access because it is, you know, with thousand dollar value, the annual value. So i think it’s fantastic that they’re making this available for the non-profit community at this level. It’s going to take boyd recruitment to a whole other level. Interesting. Okay, we’re going to take a break, and of course maria stays stays with me, and when we come back, we’ll we’ll see if there’s anything more to say about board connect and then we’ll talk about the other tool. That’s linked delinked in reasons to call stay with us. 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? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting 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. Maria simple is the prospect finder and she’s with me till the end of the show, maria, anything else that you wanted to wrap up about board connect that we didn’t say no, i think that, you know, if they visit that website, they will be able to get tons of great information there and overview and again, the slides that they might want to share with their board are located right there on that site. Okay, that’s valuable to yeah, you’re right sharing this with your volunteered leadership in with pre prepared slides. Very cool, yeah, reasons to call what’s that about so reasons to call recently came to my attention. I’ve been in contact with the developer this tool, his name is jeremy condi, and he is ceo of a company called depths mine software you what they’ve done is they’ve come up with this product that will allow you to sink your lengthen contacts and it’s looking for pieces of information related to feel sort of untilled out on a person’s profile, such as if they filled in their birthday information their company info anniversaries if people have posted that on their own lincoln profiles um and then it will actually bring to your attention and email you upcoming birthdays that you might have in your in your database of people, that you’re connected teo on lincoln but what’s cool is that you could also add new contacts into the system of people who are not on lengthen. So let’s say you have you no other family, friends, etcetera, contacts who just aren’t using the lengthen product you can still use this reasons to call and its reasons to the numeral too reasons to call dot com um, so i’ve been i’ve been using it for the last couple of weeks, and it’s been emailing me is the upcoming birthdays, birthdays today so it’s an opportunity for you to have a touchpoint with someone, right? And i remember, i guess it was on october fifth you had andrian nuremberg on your show, and she was talking about the importance of staying in touch with people understanding their preferred sensitive communication. So there’s a note field where you you can add that right in i recall andrea e-giving the tip of understanding to somebody like to be contacted by email, text, phone so you can kind of just pump that right into the notes section so that when it does come time to wish that person happy anniversary her happy birthday, or maybe their favorite sports team just did really well, you can. You can reach out to them through their preferred method of communication. Okay. Yeah, well, i appreciate your look, maria. Simple paying so much attention to the show. She remembers andrea nierenberg october fifth. Yes. Yes. Absolutely. Well, you know, it’s interesting. Because both andrea and on jeremy have referred back and my conversations with him in the past to dale carnegie and developing deep relationship showing you care about the other person. And isn’t that what really were doing and fund-raising and cultivating relationships? Really? Not only you personally with an individual, but with your institution. Andrea used to be a dale carnegie instructor, and i was so taken by all the advice that she had that i’m going to have her back. It’s already scheduled for november. One of the november shows. So, andrew’s, andrew’s going to turn and talk? I wanna ask her about dale carnegie. Um, but okay, so reasons to call. So it sounds like some of what they’re doing. Not all but some what they’re doing is similar to what facebook does when it lets, you know that someone’s birthday is, is this week or today, right? But, you know, on facebook you might not be connected to all of these professional colleagues, right? I mean, i know i’m not i’m not connected to people that i know professionally, my my lincoln connections are actually much more extensive than my facebook connections, nor and so the fact that, you know, of course somebody would have to have this on their profile. So, tony, if i wanted to reach out to you and wish you a happy birthday, um, you would have to have that field without your linkedin profile in order for this information to get pushed to me that you’ve got a birthday, okay, right? So you don’t have to ask you don’t ask for no, i’m looking here, for example, at my dashboard right now on reasons to call and it’s giving me people who have birthdays in the next seven days. I’ve got four people i can reach out to from my network, it’s breaking it down birthdays within a month and beyond. So really, really cool tool, you know, as a touchpoint opportunity with someone? Yeah, sort of ah consolidated anniversary birthday book, but but you mentioned also sports if your sports teams do well, is there a field in lincoln where people put their sports? You know, some people feel i haven’t seen people filling out too much in terms of particular sport teams, but they have filled out under the hobbies section of their linked in profile say they like hockey or skiing or tennis, so i’m actually getting on the particular news section. For example, i can look at your con my contacts, interests, breaking news related to my contacts, interest so i’ve got some contacts who have talked about cycling. I’m looking at here on my dashboard october ninth they’re talking about, uh, cycling road tour beijing classifications blackbaud law. So i mean, if there were and then it will tell me which of my contacts have cycling as something that they’ve noted on their profiles. So, hey, you know, if this is something i know that’s interesting to them, i might send them this particle about cycling and you know the results for sure here, right? Right. Excellent reasons the number to call dot com way reasons to call dot com on we have just about thirty seconds. This is still in beta. Is it available to everybody? It is available to everybody right now, okay, could go ahead and think up there. They’re linked in contacts ah and it’s free to use. And i’m told by jeremy that you know he’s hoping to keep this a free tool for people to use. So again, you know, in our world of relationship building, i think it could be particularly useful. You’ll find maria simple at the prospect finder dot com her book is panning for gold. Find your best donorsearch prospects now and of course, she’s, our regular prospect research contributor maria, thanks so much for your for being on again and for your excellent advice this month. Thanks so much. My pleasure also, of course, my thanks to normal sanski next week, another interview from the bb con conference where i was earlier this month, but i haven’t decided which one yet we have to do these things delicately and scott koegler will be with me next week. He’s, the editor of non-profit technology news and our tech contributor what is he gonna have? I also don’t know that he hasn’t, he hasn’t told me yet, but if you’re in arlington group, then you will know before the show. So, by the way, have you joined the linked in group washington, d c is in peoria, illinois, south carolina, pakistan, all members of linked in group. What about you? You can continue the conversation with my guests there on linkedin. We’re jumping right now, tio the fact that the show’s creative producer is claire meyerhoff and sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I very much hope you’ll be with me next friday, once, two p m eastern. We’re always on talking alternative broadcasting, which is that talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking alternate network. E-giving nothing. Cubine 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. 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. Don’t. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, 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 need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Dahna

108: Get Out And Positively Communicate & SECrets – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Sharyn Abbott, author of “Mixing It Up! The Entrepreneur’s New Testament”

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

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

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Durney hello and welcome to tony martignetti non-profit radio for friday, september seventh. I’m very glad you’re with me. We’re talking about big non-profit ideas for the other ninety five percent, and i’m your aptly named host. Oh, how i wish i hope that you were with me last week, i couldn’t stand knowing that you had missed i had a great interview, but i didn’t get the job, suzanne felder, a consultant in outplacement at lee, hacked harrison said, there’s more to getting a job than having a good resume an interview we talked about research, confident networking panel interviewing, dodging salary questions and what to do in those last thirty minutes before your interview. Also storytelling, rochelle shoretz, founder and executive director of shark share it shared a compelling story herself. As a two time breast cancer survivor, shark share, it has built a culture of compassionate storytelling to help its members through their cancer diagnoses and treatments. Rochelle had ideas on interviewing, sorry, identifying storytellers, supporting them, giving them multiple ways to share helping them through this very personal process and why all that is worth your time this week. Get out and communicate positively. Sharon abbott is the author of mixing it up, the entrepreneurs, new testament and her strategies applied a small and midsize non-profits as well. At the nextgencharity conference in two thousand eleven, we talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon reads my face to tell me what kind of communicator i am and secrets maria simple is the author of panning for gold. To find your best donorsearch prospects now exclamation mark and our prospect research contributor this month, she pans for research gold in sec corporate filings. That’s securities exchange commission on tony’s, take two between the guests. You can still get a free copy of my book if you take my charity registration survey, but not after this week use hashtag non-profit radio to join the conversation with us on twitter. We take a break when we return it’s, get out and communicate positively with sharon abbott and i hope you stay with me. E-giving didn’t think dick tooting good ending. You’re listening to the talking alternate network, getting anything. Get in. Cubine 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. 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. Our show, new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. Will answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. Dafs you’re listening to the talking alternative network. Schnoll hi there and welcome back, here’s my interview with sharon abbott. Get out and communicate positively welcome to tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven. We are at the tribeca performing arts center in downtown manhattan. With me now is sharon abila. Sharon is the author of mixing it up, the entrepreneurs new testament talk about some of her entrepreneurial success ideas and how those probably very well translate to your work in non-profits oh, and maybe some of her positive communication techniques also. Sharon abbott, welcome to the show. Thank you, tony it’s. A pleasure. Pleasure to have you, huh? Let’s, talk a little about some of your entrepreneurial success ideas with the with our audience of small and midsize charity leaders in mind. What what’s? The first thing you’d like to share. Well, what i truly believe is the better connected and non-profit is better that they will do. I taught entrepreneur skills for over twenty years to small businesses. And i would bring in and non-profit to every group that i had. And at one time, i had twenty two different groups with twenty two twenty report people in every group. I teach people how to be philanthropic to teach him to get back to their community, and what i found is the skills of the entre piers needed were the same as the non-profits needed, so i talked on how to get out in the community, how to get volunteers to work with them, how to engage other people so that they didn’t have to do all the work and how they brought in aborted director who was more proactive rather than a board of directors by name. So that made a huge difference to the non-profits ahs well, as one of the thing that’s really hard, especially when everyone perceives the economic times being as bad as they are is that people are tired of all these organisations putting out their hand just expecting a check, and so they need to get something back. And so i created all these different programs there fund-raising activities that are fun that people want to participate in that make it much easier for a non-profit to get their budget back-up where it needs to be to be self sustaining and they don’t have to work this hard so they couldn’t have ah. Lot of them do got tournaments, or they might do silent auctions, or they might do a single stance. I did a big band dance for easter seals one year i did, it was a costume party. We kind of did it like a old victorian kind of party where everybody came in as a character in the victorian era. Very themed events, right? And that way, people, they really feel like they’re participating more in the non-profit rather than just here’s a check, you know, i’m done well, let’s, go into some detail about let’s start with you mentioned getting into the community. What ideas do you have specifically that non-profits khun khun execute? Well, i know in california that almost every non-profit thinks that they just need to join a chamber and then once they join the chamber, they’re done. But the activity that they have in the chamber is actually the important part, not just joining the chamber. What would you like to see them doing? They need to be on various committees like if they were to volunteer for ambassadors. The ambassadors have to go out to every business, right? Shake hands, what you’re doing and people used to ask me, oh, you work for the chamber is no, i’m just out here helping the chamber get better known what they need to have happen in the community, and then that brought mean, more business, so i thought, well, if it works for me, it’ll work for anybody, and it does. So if non-profit goes out and they just find out from all of the different businesses what business needs and then takes it back to the chamber, their face, they’re non-profit so that’s a great way of becoming very active when they’re all trainers have fund-raising bones where non-profits can actually be feature so they could be part of the but how about beyond joining the chamber and being active in that way as an ambassador? What other advice about getting out into the community? You know, all of the leads groups that are out there, i used to run my lines with let’s, say, it’s, a business development kind of organization where people get together on a weekly basis, which most of them do, and they have coffee and everybody talks about their business, and they said this what i’m looking for this is what i have to offer so there are business leads group, and you can find them listed in the business section of every paper there’s, a website called am city dot com that list all of the business events that that are all around the country. Ok, everyone wear you just search for new york and you’ll find the in sample is going to see francisco baizman i think it’s probably the times here, but in san is a journey. So you know, it’s one of those so am city dot com and you can see every event that’s going on every week, so if you go out to a very so let’s say, you meet twenty people this week, one out of twenty will either be somebody that will be on the board, active in the community, help promote non-profit helped organize a fundraiser. Somebody in that twenty people is going to be involved with that non-profit interesting. You really want to see non-profits getting out into the business community first. First things we’ve talked about so far been making those business connections, not staying within your within the non-profit committee exactly because he wants the money, why stay? In a community where everybody knows when you go out into a community where no one knows who you are and they’re the ones who have the money, right, let’s share one more idea getting that non-profit out there most non-profits don’t realize that they can do a speaking circuit rotary lions. Quanah is all of those kinds of social organisations, and those organizations do kind of quirky things like if you talk out of turn your find a dollar, you promote your business and return to find five dollars. Well, that money is allocated to helping non-profit so if every non-profit were to go out to one of those once a week and literally their morning, noon and night, you goto seventy a week and not run out of him in a year, and so you go out to these organizations. You said, this is my cause this is what i’m doing. I need your this is why here’s, the result of what happens when we get out, they literally right chats on this spot, and i know there are a lot of these groups just in the new york area you mentioned a bunch of different professional association. But rotary isn’t there’s a rotary in every county, probably in one box there’s six you go well i know that at least one in every county. So this’s a big area right? There are a lot of opportunity plus you mentioned all the other membership organisations lion lion’s, alanis, optimus professional business women e women network really? When you look in the paper you think when i had a travel agency in nineteen ninety one justus the gulf war was starting i went out morning, noon and night six days a week and i built a travel agency from thirty thousand a month two, three hundred and seventy five thousand a month in three and a half years by doing justice so it was all handshaking and getting to know people and making sure that people knew who i was even though no one was traveling with so i hit it at the worst time but managed to build my business in a way that nobody else had ever thought they didn’t spend a dime on advertise you just had transit costs to all the meetings i’m joking you know, i think the point is very low cost plus it should be fun for executive director seo’s mean, they should be enjoying being out in the community in the business community, talking about their work. That’s. The biggest issue is people have fun when they’re doing something that they’re connecting with people. And when these organizations see how much fun that you’re having, they want to be more part of it. So when when people are making, oh, would you write me a check, or we, you know, we’re short on the budget? Could you help us out? It’s really kind of gloomy, and people don’t like being part of that, so you make it funding it, changing, talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you 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 shop, a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower, we’ll discuss what’s important to you society, politics, business, it’s, provocative talk for the realist and the skeptic who want to know what’s, really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit for both entertainment and education listening. Tuesday nights nine to eleven it will make you smarter. 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. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m gonna guess you have advice about hiring, so bringing people to your organization and that starts the top, but he actually even applies to the board hiring, hiring the top. But what advice do you have about bringing people in and making sure you get people who are going to be passionate latto love the mission and the innovative thinkers way hyre these kinds of people, you know, i think one of the hardest things for non-profit is inviting people into their board of directors who actually have the connections, and that will make a difference for the organization. So there’s, a lot of people who are semi retired retired and they volunteer for non-profits but technically they don’t have the contacts and they don’t have the ability to go out in the community and start helping promote other people. So if a non-profit were to look at what your database like, do you have social media contacts? Falik what experience have you had with non-profits before? What were the results treated? Just like a job interview? So don’t take anyone on your board unless they really are bringing something to the table. That’s a huge issue there’s a lot of non-profits who just think, oh, so grateful you’ve even ask to be born or sometimes it’s way desperately need a lawyer or an accountant, so we’ll just take the first one that we that we get introduced to and we end up with just somebody who’s just brings that skill, but nothing mohr related to your to your important charitable work, and they might think that they save, you know, ten thousand a year on legal cost, but they lose one hundred thousand year by not having the right person connected with the non-profits so that’s really important that they look at, you know, what is the cost? Buy-in yes, of what a person is bringing to their nonprofit organization, right? So that’s, excellent for board recruitment. How about about hiring employees within the organization? Would you like to see ceos and executive director? I have been speaking where people are unemployed for over twenty years, and i am surprised because i have a little blank card and i have them right on their what would i like to do most of anything now that i don’t have a job? And i would say twenty percent say that. They want to work with non-profit any fashion, some even say that worked for free just so that they can beat heart of that community and giving back. When a non-profit is looking for an executive director, that person better be a network. They better be the horn shaker. They need to be up to date on technology, open minded touring, different fund-raising concept instead of the same old, same old thing. Because what work five years ago does not even come close to working today? And so they have to always on top of what the technology is. We heard this morning how text messaging is so important because the thirty year olds are now not opening email and even, you know, ten percent or everybody in the world only opens with that was that aria finger still about texting to e? J just had her as a guest before you came on, and i was talking about actually fifteen and sixteen year olds motivating them, and she said, you know, get them where they are text, right? Saving forty, two hundred messages a month for sixteen year old girls or something. Yeah, right, exactly. So you know that’s. What keeping up with technology will do for someone is always looking at what else can they do? Most non-profits don’t have a log that’s a big mistake, because that who in the non-profit you like to see doing that block duitz in the name of the executive director will be in the name of the executive director because that builds the relationship with the person who has the most visibility in the community and the most visibility and on able to make decisions for the non-profit because a lot of times you could have someone else write it in the office, but it should be in the name of the director let’s talk a little more about hiring now we’ve talked about the board, what on what the board should be looking for in the executive director. What should the executive director be doing to make sure that he or she is hiring the right people that are going to be supporting? Well, i think the skill set is going to depend on how much the non-profit is doing in the community. So if if it’s just administrative work that’s one thing that’s easy too, but the biggest give back in a non-profit is the person who has that innovative ability to figure out how they can use technology, how they khun reach out into the community, draw more people in there’s, there’s so many different things, like most people don’t realize that you can actually go to a restaurant and say, i haven’t event coming up in thirty days, and almost every restaurant will say, because you’re non-profit will donate a lung, right? And then what i would do is i would package twelve lunches and have it lunch for a year and auction it off, you know, and just simple little things like that if you have people who are willing to go out, do things like that hey, back, that employee ends up paying for their own sour, and when we’re in the hiring process, how do we make sure we’re getting somebody like that in our the questions i think would be, how do you feel about being out in the business community? Are you comfortable picking up the phone and talking to people you don’t know? You know, what would you do in a situation where we need to create a new event? What? Would you do? What would you suggest? How would we go about creating and see how people are created? There’s also facial recognition technique, and i teach a course it’s called about face, and it actually helps means clever figure out what your face tells me about how to communicate with you, but also how well you communicate with other people to someone who has a larger bottom lip is a good listener, right? It’s great if you need to listen, but if they’re the person who has to be out in the community speaking, you want them to have a larger offgrid all right, we’re going to talk more about this very, very short that just want to remind listeners that i’m with sharon abbott at the next-gen charity conference two thousand eleven in new york city. Her latest book is mixed. Is this the latest mixing it up? This’s just been revised by have eight books. Okay, we’re giving credit to this one because it’s related to our topic it’s mixing it up, the entrepreneurs new testament and you’ll find sharon abbott at sharon abbott dot com but you need to know that she spells her name s h a, r y and and two b’s and two teas and labbate and then dot com. So i should just sell the whole thing out instead of pieces. Sharon and then a. And then at the end, there’s two teas, and then after the others to be. How do we know you have busted a sharon abbott dot com? Someone who’s. A good listener has a larger lower lip. How does that why is that true? Well, back in aristotle’s time, in the fourteenth century, he began this whole study. It’s called physiognomy and judge jones in nineteen thirty five. Jones in chicago started looking at people who were presented to him in his courtroom. And he kept the law and he would have guilty. Not guilty, not guilty. And according to the jury’s findings, he was ninety percent accurate based on looking at someone’s face. So i took that information. I thought, wait a minute. What if we could use this for communication styling? So if i look at you, i know that you like it when people get to the point. You want people that you’re looking at me now, they should just e i like it when people get to the point based on what makes you draw that concern your nose. But how does a physical feature convey personality? There’s a science to it? This is actually the society of reading your face, so i know that i’m going to get to the point i’m not going to talk to take the long way around, so i’m going to actually say that she’s, right? But i think i’m a patient listener also, i don’t want your lip is larger on the bottom, then the top, so you’re a really good listener almost twice is good at listening as you are speaking and you know you’re good at speed, so the difference is all ego now blushing to what it was blushing cheeks metoo means you could still feel it must be some downsides. Where show me something, tell me about something that i’m shortcoming. Well, let’s say i needed to explain a project to you. The squareness of the bottom of your chin tells me i have to get to the point, which means i can’t tell you all about the details, but also my nose conveyed that to you to ration, but there’s there’s this point where you’re going, i don’t want to know how you’re you build it. I just want to know when it’s going to be built and so people who have a need to explain every detail will get very frustrated because you’re looking at and go, you know i’ve got things to do. You just tell me what i need to do, and we’re done. This is embarrassing now, because she’s sizing happens there’s a pretty accurate this is not like fortune telling this’s she’s going anything. Is there anything else? Oh, absolutely. All right, one more go ahead. I’m getting paid now don’t think this is actually quite insightful. This portion right above your eyebrows is now for radio listeners she’s putting her finger in between my eyebrows right in between her. I’m i mean, we’re not there’s no contact. She says they happen. There is no physical contact at all. It’s. Unbelievable. So this tells me that you like information in order. So you want to give me this first, then this then that in order. But i pluck my eyebrows. So if i had one morale straight across with that unibrow, not in style. No, this is the logic. This is, like minus flat, right she’s again, she’s. Talking about the space between her eyebrows and the forehead. Right? So i have a logical personality. You have a logical personality. So you really want things in order? First, there’s. A lot of people who you’ll see it’s just totally slanted back. Those people who they understand process, and then they immediately know how it applies to the long term physiognomy is the physiognomy, okay, that’s, the practice and google physiognomy and sharon abbott as well. We’re going to go off this now, but that was that was that was pretty much on point. Yeah, i didn’t disagree with anything. You just told me about myself. I learned something. Okay, let’s, talk a little about your, um, your positive communication technique since we’re talking about the way people like to communicate and your judging this by there by there face what are some of the positive communication techniques that people should be using? Well, i think it’s really difficult for a lot of people to stay civ in what i believe is a perceived economy. Now, i cannot argue with the numbers, you know, we do have the highest unemployment rate of this time. There are fewer people donating to non-profits, you know, you kind of get point. So how do we actually project a positive attitude when we know that this is on everyone’s mind? So my attitude is no one came along, scraped up all the money and locked it up, and they’re not magically waiting to the day that everybody says, ok, we could take the money out now so where is the money? It’s just moved, so when we’re communicating with people and we start thinking about all right, so what do i have to do to be that person that somebody wants to give, what they have allocated their ten percent toe a non-profit communicating in a positive manner instead of we need money, we need thio raise his phones. It would be when people are involved with our non-profit these this is what we’re giving back to, and the long term benefit for you is so it’s turning something around, you’re saying the same thing, but in a positive manner and making the person that you’re talking with more comfortable with the idea of being involved. So the simple technique, but it’s phrasing, how you actually phrase what you’re talking about and allowing the other person. So this is where this comes into play. If you’re talking to somebody who has a larger upper lip, you make sure that they have more than enough time to talk. Oppcoll let’s, let’s give an example of phrasing something positively that that in a positive way, we do that, that someone wouldn’t be well, take a negative and make it sort of a positive people could understand making this positive communication give me a negative. It’s i’m cold rooms cold. I’m too cold in this room instead of saying i’m too cold them and that’s an easy fix starting now, let’s, let’s put on a sweater. You don’t put on the jacket, you know let’s, move a little bit. Start getting your blood moving a little bit so that you can actually be warmer dahna but let’s say challenging one would be i called all these people and no one’s calling me back. Dahna right? And that happens a lot. You know, when when i’m actually very business oriented, which i think makes a big difference. A lot of people get into non-profit and they think it is not for-profit and non-profit have to be profit minded, so they have to know that they’re making more money than what it costs him to run the organization. So i do things like i make twenty dials. I know that ten people answer the phone. I know that if i leave five voicemail messages on ly one person’s going to call me back, is it worth my while to return those calls and call somebody who doesn’t call me back? So do i look at the possibility? That that person is out of town busy, you know, family things going on and then call them again anyway. So my rule of thumb is you take a situation where somebody nobody’s calling me back, i don’t know what to do, and then they get into that funk. So how do you turn it around? So what i found is that for every organization there is a time a day, a day of the week that has the best return, so i call on monday morning at nine o’clock i’m not likely to get the right people that answer the phone because they’re setting up their week. They’ve got their sales meetings, whatever is going so i know that if i call thirty, people are kind of wrapping up their morning and they’re getting ready for lunch if i call it one thirty they’ve just gotten back for lunch. They might be late back from lunch so there’s these windows of time ten to eleven one, two, three and i know that monday’s not the best day in friday’s, not the best day. So if i make my calls tuesday, wednesday and thursday then i’m gonna have a much better ratio if i can improve my ratios even ten percent, then i improve my bottom once. So why not treat a business like a non-profit as a true business and actually track what we’re doing having results so that we know that if this isn’t working, we have to sure and start doing something else. Most people keep doing the same thing over and over again, and it drives them crazy, right? The definition of insanity, but they don’t never realise all need to do a shift. What it is that they’re doing so that they end up having better results. We have to stop there. Sharon abbott, one of her eight books is mixing it up. The entrepreneurs new testament one thank you very much for being a guest. You’re welcome. Thank you, tony. Thank you. Even with my big lower lip. Tony martignetti non-profit radio coverage of the nextgencharity conference two thousand eleven. Thank you very much for joining us. My thanks to sharon abbott. If you wantto google her, her name is spelled s h a r y n a b b o t t now a break. When we returned to tony’s take two and then maria. Simple secrets. Stay with us. 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 later facebook 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 order or a nj 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. We look forward to serving you. You’re listening to the talking alternative network. Hi there, time for tony’s, take two on my block this week i have a charity registration survey, which i’ve had up for a couple of weeks, but i blocked this week that the offer is coming to an end. So if you do take the three minute survey, you can still get a free download of my book, but only until saturday, september fifteenth. The book costs as much as two hundred ninety nine dollars for larger charities. The book is called charity registration state by state guidelines for compliance, and i really am interested in getting too familiar with lots of people’s understanding about this morass of charity registration laws in each state. So if you take the three minute survey, you could get the free book. It’ll be a download, but only until saturday the fifteenth of september, and you’ll find the link to the survey on my blogged at tony martignetti dot com that is tony’s take two for friday, september seventh, the thirty eighth show of the year. Maria semple is with me now you know her she’s, the prospect finder she’s, a trainer and speaker on prospect research. Her website is the prospect finder. Dot com and her book is panning for gold find your best donorsearch now you can follow her on twitter at maria simple. Maria simple welcome hey tony, how are you today? I’m doing great, thank you. We’re talking about secrets. What is the this securities and exchange commission data? Well, there’s a lot of very interesting data that we can look at as non-profits to try and find some potential new donors for us as well as maybe some people who are current donors that we just didn’t realize are connected to public companies as corporate insiders. So let’s talk about corporate insiders because i want to make sure that everybody really understands what that is. We hear so much, i guess, in the news about insider trading and it’s always, you know, portrayed in a negative light, and that means that people who are corporate insiders have done something illegal with information they have as as insiders. But basically, if you’re an inside, earthy defines you as falling into one of three categories, you’re either one of the top officers of the company, usually there’s about five, six, seven people around that number listed. You are one of the board of directors of that public company, or you just happen to be a person or an entity that holds ten percent or more of the outstanding stock of that company. So if you fall into one of those three categories, you must report all of your trading activity in that company to the securities and exchange commission. And all of that data is public knowledge. Okay, so insiders have to file with the company’s about there their holdings within the companies that they’re insiders for that’s, right? And then also, public companies also file with the sec. They must right. Right? Right. So, i mean, you know, the information can be found if you happen to know that a particular process effect is connected to a public company as a corporate insider, maybe they sit on the corporate board of that particular company. You can actually go to that company’s website. And typically the tab that you would be looking for in a company’s website is called investor relations. Ok, for the companies themselves do have the data. All right, on course. We can also get it from the sec. But before we go further let’s, keep it. Let’s, keep each other out of jargon jail. Let’s. Make sure everybody understands what is a public company. So a public company is a company that is has issued stock and its trading on the market. I guess the most famous one that we saw go from a a private to a public company recently with facebook. Right? So, prior to that, all of the information was private. Uh, no. No information had to be released to the public about salary information att saturday. Other compensation data. But now that they’re a public company and the public now owns shares of that company owns part of the company, they have to be able to report all the all the goings on all the various pilings about, you know not only what the corporate insiders were doing, but obviously all the data related to other financial information for the company. Okay, it’s, the difference between privately held on dh public that’s. Right? Ok. So what kind of data can we find about? About what we’re interested in the people, the insiders. What kind of people? What kind of info can we find? Well, the interesting information you confined if somebody is a top officer at the company, you confined their their salary and other compensation data, and they actually have charts of that data going back over a three year period so you can actually see whether they’ve had what their big salary wass what commit other compensation that they might have maybe bonuses, etcetera? Um, really key? I think teo looking at this data is stock ownership because very often a non-profit especially if they are in, say, in a capital campaign or an endowment campaign mode where they’re really looking for major gift, i’m trying to get a gift of appreciated stock, a supposed to getting a gift of outright cash from a particular donor could be very beneficial, so, you know, just understanding whether or not you have people in your own fund-raising database, whether or not they may be one of these corporate insiders who khun gift you stock, that would be fabulous to know. And, you know, the screening companies can help identify that for you if you’re not able to self identify who those corporate insiders are in your database, okay? And there could be other there’s other stuff that’s disclosed as well, like all their their fringe benefits and things right, which can include insurance policies, that’s, right, all their employment agreement. You know, you’ve heard of people who have these golden parachutes, right? If they’re released from a company. So all of that is actually outlined in these particular employment agreements eyes that maria, i’m sorry is the agreements themselves or public? So, yeah, they they actually will say, you know, if this person is terminated, thiss personnel will be subject to earning x number of dollars, maybe even shares of stock upon their termination. But i’m just curious, can you actually see the language of their employment contract or that i don’t see is the language of the employment contract, but within the proxy statements which is filing statement that this information is contained within that’s where you would find really that the juicy, the meat of it all that if that is of importance to you, if you have somebody who is, perhaps, you know, a corporate insider and maybe, uh, you know, has just been let go or will be let go, you can actually find that information was just like looking i would if i could see people’s employment. Contracts, but now just some juicy details. Yeah, exactly details, no other juicy details that i like pulling out of this is also bios of the dads, the entire board of directors of, ah, of a public company, so it’ll give somebody’s age. So right? Yeah. I mean, you know, you do plan giving tony, so understanding whether or not somebody is maybe perhaps even a prime planned e-giving prospect based upon their age that’s disclosed in this statement you have a bio that would contain where they’re currently employed other corporate boards that they sit on so very often i’ll read about bio, yeah, within a corporate proxy, and then i’ll realize, oh, i didn’t realize this person also sat on another board of directors, so their insider over there, too, right? So then that makes me, you know, have to, you know, then i know just from that key piece of information here’s, another area i need to explore as i’m doing my prospect research that they may actually own, you know, significant shares in this other companies, right and it’s, just to remind people that in a way that you might find that someone is an insider. Because you might not know it is setting up the google alerts, the free google lorts that you and i have talked about a couple of times in the past, if you have those on your major donors, then information about them and the company that they’re an insider for we’ll come right to your rage. Your inbox? Yes, i think it should you know why? Because when they have let’s say i maria semple, where a corporate insider, maybe i sat on the board of directors of the company. I just used to use me as an example, but now you’ve learned yeah, point likelihood of that ever happening. So so even test really small it’s not even worth it. You’ll start using one of your other regular control, anybody but me. Yeah, you’re much better off if you have much good or likelihood of being inside. If i traded today in a public company and i were a corporate insider, i need to let the know within two business days. Oh, wow. Yeah. So, you know, from a product you know, as a prospect researcher it’s. Terrific. Because you know that if you’re looking at particular filings, you will be able to see whether that person has how much stock they have within a two day accuracy period. Okay, that’s. Incredible. So, yeah, well, all of that came about, you know, and because of the recent financial meltdown, et cetera, in the early two thousand’s, but there was definitely some new laws that went into a fake into effect under the sarbanes oxley act. And so they ended up saying, okay, you know what? You used to have a longer period, so let us now. Now we’re shortening it two days since you mentioned plan giving earlier something else you might find out about his people’s retirement plans with the cup with the company that’s, right? That’s, right. So might give you some some idea there as well, whether or not they’re gonna have maybe, you know, a significant amount of money that they were going to have to do something with. So, you know, why not know about that? And be prepared to have a conversation with them? So we have just about a minute and a half before our first break. What? So you mentioned the proxy statement. That’s. One thing that has to be filed. That’s filed by the companies or by the insiders, those air filed by the company’s once a year, once a year, they’re filed with the securities and exchange commission. They’re known as to other things actually notice of annual meeting of shareholders. You might see it turned that way, and then everyone of the filings that the sec has has a number and the number that corresponds to these this particular sec document is called death. D f like frank death fourteen a and that’s filed once a year by the company. Okay. And those air all the different names for the proxy statement? Yeah, yeah, i mean, they’re they’re known as all these different things. But if you are on the website, you’re actually looking for form death fourteen a for that particular company again. It’s on the company’s website, though, is well. Ok, now we have just about thirty seconds before before our break. There’s there’s annual and quarterly statements also, right? Yes, there are. There are definitely annual in quarterly statements and they’re they’re more related to significant happenings within the company related to really financial goings on of the company itself as opposed to individuals connected. To the company. So for the most part, that’s, the type of information that they’re going to file annually quarterly. Okay, we have to take a break when we return. Of course, maria semple stays with me, and we’ll talk about some of the places where you can find this data. Stay with us. Told you. 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. If 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 monday’s a 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 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, insulting 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. Welcome back. I’m glad you’re still with us with a cracked voice cracks again again, like a thirteen year old maria, just briefly. What are the seance? Isn’t important to know the file. Name the names of some of these forms. What do these annual and quarterly statements called that people will be looking for? Well, if you’re looking for those quarterly and annual statements ten k and a k or those statements. But there are others that i think are even more interesting in terms of prospect research. In addition to that proxy, the death of fourteen a there’s, something called a form three and a form four. So form three is is the initial report that is filed by insiders as of the date that they become an insider or a beneficial owner of stock that will lift their holdings as of that day now, i would’ve thought that would be formed one but that’s not forme one yeah called form. Okay, i don’t want confuse people, all right? It should be for more that i find very interest. Sting is called form for, which would show any changes and holdings anytime that insider buys or sells their insider, stock and that’s the form that i was referring to that actually has to be filed within that two day period of that stock chance transactions. So let’s say there’s an example. Maybe a proxy filing may have been done and say, april this year for a particular public company. And here it is the beginning of september where researching this particular corporate insider if we only go on the data that was filed on the death of fourteen a document that proxy and it’s going to show this stockholdings as of april twenty twelve um, there’s a lot of time that has passed several months. Did this person trade any stock during this time? We would like to know what their their holdings they’re still the same or not. So you would be looking particularly performed for to see if that person actually made a trade in stop between april and september, and then on the form itself it’s going to show you whether they border, sold more stock, and then how many shares that they hold at the conclusion of that sale? So let’s say the conclusion of that particular transaction. I still own ten thousand shares. Of that particular stock, i can go on a web site that shows, you know, market activity. Boone is showing, you know, what’s going on in the stock market and get a general idea of how much that stock is worth in that portfolio. All right. You mentioned the corporate website under investor relations and investor information as one place to find this data where else the government has its sec has its own site. Yes, the sea, which is dot gov does have a database called edgar free edgar’s. So that is definitely something that you can use. Teo, look for the information and using the website or even going to the corporate website is free to d’oh. Okay, edgar, i had always heard of edgar, but i didn’t know that it stands for electronic data gathering analysis and retrieval. Yeah, that isn’t that smart of the is in that little clever of the sec. So they should have make a retrievable info analysis. And there would be maria. There you go. You should have maria get rid of edgar and replace it with maria way. Just have, like we just have about two minutes left. What are other? Sites where you can find this, even though we’ve already identified some free ones. Right? So a fee based site, actually, one that i myself subscribe to because i do so much of this type of research is called ten k wizard dot com and that’s actually part of the morning star document research of companies. So it used to be a stand alone, and now they’re part of morningstar. So ten k wizard, i find to be really useful. Their lowest subscription is roughly four hundred dollars a year, and it enables you to i just like the output of the data. I like the fact that i can put in an insider’s name, and it will show me every place somebody is connected to a corporate insider to lead me directly to the filings. And i can see a pdf copy of the filings. So it’s it’s just a quicker way. So i would suggest for anybody who’s really going to be doing a lot of this. You might want to consider a subscription service. Okay. Oh, really? They just worked. Works better than the edgar site or going to the companies. You know it. I think it. Just points to a lot of information very quickly, so as opposed to trying to sort through the information on the corporate side, etcetera, teo, sort through, say all the form four filings that exist on a corporate site to just see well, because it’ll just say form for, you know, and say the filing he’ll need to try and figure out what is this filing related to the person that i’m researching right now? Yeah. So, it’s, just the way you go about the research, i think it just becomes a little bit more efficient on some of the paid resource. Is maria simple is the prospect finder. You can follow her on twitter at maria simple. Her sight is the prospect finder dot com. Always a pleasure. Thank you very much, maria. Thanks so much. Have a great day. Thank you very much. Next week, small shop planned giving with claire meyerhoff, principal of the plant e-giving agency. We actually turned the tables, and she interviews me for a while on small shop planned giving. And scott koegler, the editor of non-profit technology news and our tech contributor. He returns with technology to help your event planning you. Can keep this conversation going on arlington group post your follow-up questions and my guests for the week will answer them. I’ll make sure of it. Also, i host a podcast for the chronicle of philanthropy. It’s fund-raising fundamentals it’s, a ten minute monthly podcast devoted i only tow fund-raising it’s on itunes, it’s on the chronicle of philanthropy website. If you like this show, then check it out. It’s called fund-raising fundamentals continuing to wish you good luck the way performers do around the world last week was those crazy russians. They wish you bad luck and then you say go to the devil to denounce their bad wishes. But the hell of it is they make such good vodka this week from norway three three this was used to put a curse on someone that you liked. This is like, this is almost like the russians. The superstition was that if somebody had already cursed you, then the evil spirits had no reason to bother you. So it’s not like the russians that you don’t. You don’t denounce the person, you’re actually grateful that they put a curse on you, that the really evil spirits have no reason. Teo to deal with you unless unless the person who’s cursing you is themselves an evil spirit, but i don’t think the norwegians air thinking, i think i’m overthinking it, so it used to be a friendly goodbye or to send somebody off to a journey to v tv today it’s used when wishing someone good luck before they go onstage, and the belief is that it imitates the sound of spitting and an anima tapia, so i’m wishing you for the week to vt our creative producer is clear, meyerhoff sam liebowitz is our line producer janice taylor has these foreign good wish research experiences for us. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit rico radio is john federico of the new rules rico radio. I wonder if he has rico radio. I hope you’ll be with me on this radio twenty martignetti non-profit next friday one to two p m eastern at talking alternative dot com hyre durney i didn’t think that shooting. Good ending. You’re listening to the talking alternative network. Get in. Duitz hyre good. 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. 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. Kayman you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you 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. Dahna hyre

104: Working With Your Small Organization Board & See The Right CRM System – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Terry Billie, assistant director of advancement at the Hudson River Museum

Wendy Nadel, executive director of Yonkers Partners in Education

Lisa Robb, executive director of the New York State Council on the Arts

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

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

View Full Transcript
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Durney hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. I’m excited to be back in the studio. It’s been a couple of weeks. Oh, do i hope you were with me last week? Of course i do. I’d be devastated to hear that you had missed last week’s show it was audit week, you’re hr audit. Karen bradunas is a human resources consultant. There may be things hiding in your hr closet that you need to bring out and dust off to avoid problems later on, we talked about your benefits plan immigration, paperwork and that’s not only for immigrant laborers and what to do if you get audited by federal or state regulators and your social media audit, scott koegler continued our discussion from the one hundred show on sites that help you assess how you’re doing in social media. Hoot suite marketsmart radiant six on a couple of others scott is the editor of non-profit technology news on our regular tech contributor this week, working with your small organization board what’s special about working with small shop boards we’ll talk about setting expectations recruiting, training fund-raising and assessing your boards capabilities my guests from fund-raising day this past june are terry billy from the hudson river museum, wendy no adele from yonkers, partners in education and lisa rob, executive director of the new york council on the arts also today, see the smart cr m system, constituent relationship management you’ve got constituents, employees, donors, volunteers, vendors, clients how do you manage your relationships with them and what’s the impact on your prospect management? Maria simple will be with me, she’s, the prospect finder and our prospect research contributor between the guests on tony’s take to my block this week charity corporatization reduction three i’ve talked about this before the blurring of the line between corporations and charities. I’ve got a couple of new data points they’re on my block and i’ll talk about them on tony’s, take two use non-profit radio the hashtag to join the conversation on twitter hashtag non-profit radio right now we take a break and when we return all intro my pre recorded interview from fund-raising day on working with your small organization board, stay with us e-giving didn’t think dick tooting good ending things you’re listening to the talking alternative network. Getting anything. Dahna cubine 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 order 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. Our 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 soon. Number ten, ten a m on talking alternative dot com. You’re listening to the talking alternative network. Dahna hi there, and welcome back. I want to send some live listener love got listeners newport, north carolina. I miss you, north carolina. I own a home there, and i haven’t been there in a few months, but i’ll be going back next month. Missing north carolina st louis, missouri live listener love out to st louis right now. We have pre recorded interview from fund-raising day here in new york city this past june on working with your small organization board. Welcome to tony martignetti non-profit radio coverage of fund-raising day conference two thousand twelve in new york city were in midtown manhattan at the marriott marquis hotel on the subject we’re talking about right now is working with your board. My guests are terry billy, assistant director of advancement at the hudson river museum. Wendy adele, executive director of yonkers partners in education, and lisa rob, executive director, the new york council on the arts ladies welcome. Thank you. Thank you. You have all three of you and thank you for taking time on a busy conference day right before lunch on we’re going to get youto lunch. Don’t worry, you won’t be late for lunch. Your subject is working with, uh, boards of small organizations. Lisa, why are boards of small organizations different than boards of larger organizations? Well, normally boards at large organizations that do a fair amount of fund-raising it’s a given and planning and very kind of instrumental involvement with the board, but less so on a volunteer basis or operational basis. Smaller organizations tend to have closer relationships to boards in terms of really what they’re doing for you and it’s also more difficult for them than at large organizations to get some of those things done. So you sometimes encounter at a good small, a good board in a small organization, tremendous work ethics and tremendous alignment with the mission because it is more of a struggle to get to some of the resource is that the larger organization board sort of inherently have. Wendy, why don’t you just set some context? Explain what youngers, partners and education is about what’s your work. We are a public education fund that supports the yonkers public school district for an independent organization that works to increase the number of students in yonkers who graduate from high school and completed postsecondary program. Okay, and now terry what’s, the specific mission of the hudson river museum, the hudson river museum is a history, science and art museum, providing opportunities to brought in the artistic and cultural experiences for people in the hudson river region. Okay, lisa wanted to explain what your work is with counsel in the arts. I’m the new york state counts on the arts is an agency of new york state government, and we work for the governor and receive our money through the budget. Process from the budget enacted every year by the governor and legislature. And we distribute thirty five million dollars of public funds to about fifteen hundred organizations, of which eighty percent have budgets of under seven hundred thousand small organizations. Tony let’s, dispel a myth that you have to be with just a few minutes ago. Boards of small organizations are not necessarily small board know they can range anywhere from thirty five to seventeen or fifteen, usually not less than that. And do we find the same type of diversity on a small organization board that will find in a larger organization board? Yes and no. Sometimes you may have a larger organization may have more corporate people that have connections to larger, mainstream corporations. Then you may have some people that have more connections to private foundations community board sent have a lot more community leaders, people who are connected politically, people who have businesses in the area on dh. Then, of course, you do have people that live in the area that may work for a corporation in a, you know, another capacity. And you also may have some folks that are government based. Okay, so you’ll have that local commitment, as lisa was describing, right? You have a little bit more local commitment. You’re your group may live in the area where your organization is, where a larger organization your your trustees may live elsewhere, right? So so so why don’t we stay with that, terry? What? How can we leverage that? That local nature of the board? Well, you’re trying to first off people become members of your board because they’re interested in what you do, and they want to help it serve your community, the community that they live in. So the urge to be part of something bigger than they are is one of the things that you want to work on. And so then you just need to work and find out what their capacities are, who their contacts are and see whether where their strengths are, too. Have them help you. Okay, twenty let’s start with sort of the chronology of board members life cycle, uh, recruitment. What? What are the challenges and that a small organization faces in recruiting successful boardmember we liked it really? Just talk from how we do it in my organization, but we typically try to identify specific areas of need that we have on our board and some of the gaps of skillsets connections, how people are connected on and we try teo, identify people who can fill those gaps on the board. Sure, and typically, the way we recruit them is through personal relationships. Typically somebody on our board might know of somebody or i might have met somebody, or in some cases, people have even approached us with an interest in the work that we d’oh. And now, since you are a local organization, you’re drawing from a smaller pool of potential talent. That’s correct, but you have the advantage of it being local and again, the commitment that at least talked about that’s. Correct? Okay, okay. Back-up lisa, special challenges of other special challenges around recruitment of boards for small charities that we should talk about. Well, i think one of the things we talked about in our workshop earlier, wass the wendy spoke to it. Well, that sort of a lining, the at a small local level. You may you want to make sure you know really what you want their role to be because they really is a commitment level. And interest level that is often not there. In the larger organizations. People may actually want to do tacit work for you. They may want to make real connections in real time for you, it’s, really not a so, you know, they’re not doing it for source social reasons. So i think, a lining that, you know, the individual in what they want to contribute, and then what the organization needs is even more interesting with smaller organizations. Because there’s more opportunity, i think, to really work with the boards one on one with real goals, that they want it, you know, complete with you, because you’re a small organization, you can actually do that. The goal isn’t a, you know, twenty five million dollars capital campaign, it’s a. You know of of two hundred fifty thousand dollars scholarship campaign, where numbers that become more achievable. So i think that is a challenge. Talking alternative radio twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower listen to me, larry sharp, your neo-sage tuesday nights nine to eleven, new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy. Share my journey as we apply the science of achievement and the art of fulfillment. To create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’ve had a guest on not too long ago. Melanie schnoll begun. Her work is with very ultra high net worth clients in the bank. I apologize. Either j p morgan or morgan stanley. Apologies, melanie. But her her one of the point that she made was that very wealthy people shouldn’t be ignored by small organizations. Potential boardmember because it could be bigger. They could be bigger players on a smaller board, of course. Plus you want their expertise, but they could be very interested in a small charity. Good when we actually have a few board members who have been on major major boards, like in new york city. Um who i think have a more gratifying experience. Kind of working on the more local level, rolling up their sleeves, having a direct impact on a cause rather than sitting on a fancy board and going tio three or four meetings a year and about feeling expected to write a check and doing nothing. So i think, that’s, that that’s really the just the distinction, right? Same thing here. My organization has a wide variety of folks in both wealthy and not so wealthy. But people who were really involved and and the smaller organization that’s that’s the reason why they become a member of the of the of the board is to get involved because they have a passion. So, terry, since fund-raising is so important for board members, how do we set the appropriate level of e-giving four boards at small organizations what’s your place there? Some places just give one level of giving for everyone saying, okay, everyone needs to give five thousand dollars or three thousand dollars or ten thousand dollars or whatever it is, but it has to relate to the size of the board’s budget. So for example, my organization does not have a specific geever get, but we expect everyone to participate in the annual fund everyone to give to the gala in some way, shape or form and everyone to give an additional gift of some sort. So you may have some folks that can give twenty five thousand dollars to the gala and then ten thousand to the annual fund and then an additional gift from their private foundation and then other people will, through their company or through there, and a combination of company and the personal money. Give five thousand to the gala, you know, one thousand to the annual fund and, you know, some other money, so it has to be a willingness to accept so it’s a willingness to accept what they khun dio right? Because it’s their capacity so it’s about having a conversation with the boardmember when they’re coming on to understand, to have them understand that there is a responsibility to see support the organization, and then to talk about what level that they’re comfortable giving it. So is that how you assess their capacity? And you’re just really you need to have a conversation what they’re comfortable with, right? Well, i mean, you’ve done the research, you’ve done the research before you brought him in as a trustee to kind of know what they’re pass it e issue done the the prospect research to say, ok, well, this person, you know, has given here there and what have you so you kind of have an idea of what they’re financial level is so then it’s a matter of having a careful conversation with them too say, you know, what is it that you feel comfortable with? And it is, of course. It’s important to set those expectations at the recruitment stage, right. Exactly together. Normally written down. I mean, this is not it’s not uncommon to have written documents that say your contribution will be two hundred fifty dollars. You know that that’s? Not an uncommon. Okay, where you’ll be expected to go to an event or you’ll be expected to cultivate whatever. It’s not uncommon to have those things even written down. It’s. Not like these air secret or uncomfortable conversations. You know, they’re just that’s just part of the business relationship. Most bored people understand they will be a set of contributions they have to make some of which include financial time. Whatever would you would you go so far as to recommend that they be a document that the boardmember signs? Yes. In most cases, there is a is a a a a board agreement. Okay, because liability means you normal. Ok, wendy, partners in education, we don’t have a written agreement, but we haven’t explicit verbal commitment that in most cases has been honored without a problem. Okay, it is not in a contract. All right. How about communications with with a small organization board is that? Is it any i’m guessing easier because most of the people are local? Terry, go ahead. Well, we my ceo communicates with the board on a regular basis. Individually, we have meetings every month, so every other, every was every other know every other month is an executive board meeting. And every other month on the other side is our full board meeting. And then we do not have a board meeting in august. So there’s that then there’s also committee. So we have committees, there’s, a finance committee and development committee, a program committee and nomine nominating committee. And so they usually meet every other month or every two months, three months or something like that. And then we all like i communicate with staff with the board members that i’m working with for a specific project or the, you know, different staff would work directly with the boardmember so it’s, more informal words again, a larger organization with larger, more high level board members, you may not have as much communication access access to them and communication through all your staff with them. It may just be a point to point from your ceo to the board or maybe your ceo, your cfo and your development person, the only people that talk to your board when they were going to say something on communicating for us. I’ve really have kind of individual relationships that the board members. And for the most part, i’d say seventy five percent of them. I have. I’m in communication with on a very regular basis, and you’re the executive director. S, right. Ok, which is, i guess. They’re more accessible to the charity. Also, the board members make themselves more accessible than a larger organization might find. Well, i find ways email, and i mean, i think communication is really easy, you know, whether wherever you live, you could just shoot and email and get a response, but because the board’s pretty active everybody’s working on something so there’s always i mean, it’s not the communication is not for the purpose. So much of updating as it is to kind of do the work, and we work together as you know, collaboratively on you, no specific issues and projects that puts me into direct communication with the board members on a fairly regular basis. So what about switching topics? Labbate hyre assessing the capacity of your board in different capability, different areas, maybe it’s fund-raising maybe it’s love assessing whether you have gaps in expertise? What what’s important? I think, wendy, we’ve all talked about nominating committee’s and what we do, we’re in all the organizations i’ve worked for is the nominating committee is one of the most important committees on any board or the nominating people, and we we do it very almost like database oriented. You know, here the five or six strands of talent that we need, you know, social talent, business, talent, political talent, you know what, marketing, whatever it is, you know, here’s the slots where that is filled now, here’s, what? We’re going to have gaps, we spend a lot of time looking at the term limits, and when people are coming up for renewal too, you know, because gaps will then because you really want to call today, you know, minimally, a year in advance, you want to start your cultivation efforts because you make no assumptions and and also things come up for people, you know, they were interested last year, but this year someone is ill in their family, they’ve gotten a promotion, they’re moving, etcetera, so the nominating committee is very important and to be very strategic about on the goals. I mean, you could have a goal that you have celebrities that’s fine, but, you know, you have to just make sure it’s all you’ve gotten what’s it called a pipeline, you know? So you’re constantly putting names into that pipeline, and your board is very active in that process. Well, they are on their on the nominee they are, the nominating committee rarely includes people from staff in anything other than, like a, you know, did that’s really very much the work of a board there also engaging the full board. Oh, christ, as they identify needs. Oh, you know that it’s talked about usually nominating and issues of bored recruitment are are usually part of certain board meetings. You know, it’ll come up as an agenda item and then there’s the nominating committee, which has, like, you were saying this most of the time, i talked to our board members when i was at pelham art center because they were working board. Wendy so a lot of the communication had to do a task oriented project management, things you were doing together, military. Anything you want to know about assessing the capacity of the board. Okay, what about board training? Any any differences in when a new boardmember comes on any differences that you’ve identified you, emmanuelle for smaller organizations that okay, please go ahead. We have aboard manual that we’ve been evolving our organization’s not quite five years old yet sweeping, evolving that and new board members that come on, get an orientation. They are given emmanuel. And each year we, you know, have ah, two three hour orientation for our new members and that’s how we train them. And there is no big formal training program but it’s more of an orientation to the organization. Ok? And most of them have been to something that we, you know, most of them know us and not where they joined the board. Someone in the other workshop had an interesting idea. She spoke about on their board. They actually had, like, a, you know, in high school or college, the key club where you came in new and someone was aligned to you. They had a senior boardmember each new boardmember that came on, there was a relationship. They were the mentor to that new boardmember i thought that was a really good idea. I thought that was a great idea. What we do is we have a retreat every year once a year. It’s ah, saturday afternoon. And so we are doing both role playing or discussions talking about topics that are of interest, reviewing our strategic plan. So last year at our board retreat, we went through some role playing in how tio make an ask good. Okay, excellent. That kind of leads me to something interesting. I think i hope hyre what about board members who aren’t comfortable asking directly, but maybe can be engaged in other activities around fund-raising why did you continue, terry? Well, some people are very they they feel uncomfortable asking their friends, their family or going to to even business colleagues to set up a meeting for something. Um, and so you need to find different ways for them to to support whether they can host a party of their friends at their home. We’ve done that. Where then you have your museum staff and their friends. They’re so the museum staff could do the cultivation because we’re that’s what we do. S o or you can have them come with you on a site, is it with a funder or a lunch? And they just need to be the intro person and the ask and the program description and all of that comes from the staff people, so they are observing their participating in some way, but they’re also they’re shadowing. They’re learning through it by going through this, you know, site visit or you? Know, observing the ask at a cocktail party or what have you do you find that they become the ones who are reluctant in the beginning? Tio actually ask become more comfortable. Have you seen that? Well, a little bit, yeah, i mean that’s the goal and sometimes it may take a little longer depends on everyone’s personalities different and some people are more comfortable in the limelight and others are not. So you have to kind of work with what they’re willing to do, what their comfort level is and you can’t force someone into something that i want dio that will be a disaster. Forget wendy’s. I don’t think i think something terry set is is really key, and that is, you know, in addition to asking people for money equally is important is is just opening up doors, making introductions and that’s i mean, even for people that don’t like to ask for money making introductions is really important because, you know, particularly if you really believe in the mission of the organization, the organization khun sell itself that’s themselves, that pipeline that lisa mention constantly introducing new people. I know we have a boardmember and you know, one of things i like to do is just kind of focus when i have my board members do. And we have one boardmember who has some really key foundation contacts and his what i asked him to do every years you get me into two foundations and that’s it that’s it that’s your job and that’s huge. That could be hundreds of thousands of dollars. So anything you want and what i do think that friendraising and fund-raising are all part of that same resource development. And as long as you can make sure there’s enough prongs and what you think of resource development there’s no, boardmember that can’t help you if we have to leave it there, ladies. Thank you very much, wendy. Tell you. Thank you. Lisa. Rob is executive director of the new york council on the arts. Wendy liddell. Adele is executive director of yonkers partners and education. And terry billy is assistant director for advancement at the hudson river museum. Ladies, thank you very much. Thank you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in midtown manhattan. My thanks to the three ladies. Some live listener love out tio st louis, missouri, hello, jersey city, new jersey. Welcome back. My dad was born there, i told you, used to live on mcadoo of reston, virginia. Hello, live listener love, and then we go further east vietnam. Welcome. I wish i knew the city. I’m sorry, our software doesn’t tell us what city. Right now we take a break, and when we returned tony’s, take two, and then maria simple will join me to see the smart cr m system. So i hope you stay with me. 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 nj 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. We look forward to serving you. You’re listening to the talking alternative network. Oppcoll i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That live listener loved that i sent to vietnam is joined by love going out to korea, and if you’re listening, if in a foreign country i’d love for you. Teo, tell us what city you’re in because our software doesn’t tell us so you could tell me on the linked in group or the facebook page or tweet me. Let me know what cities you’re in vietnam and korea tony’s take to roughly thirty two minutes into the hour. My block this week is charity corporatization re ducks three i’ve blocked this before, as you can tell from the title, and i’m still concerned about blurring lines between charities and corporations. More cities, for instance, are collecting what they call pilots payments in lieu of taxes from charities or they’re considering getting these payments from charities pittsburgh in memphis for most recently and there’s in my block there’s a link to a chronicle of philanthropy article talks about pittsburgh and memphis and a number of other cities that are either collecting those or looking at it. Also, we have corporations starting to look like charity’s, taking some in some of those charity attributes there’s the b corp in california. That’s ah, a form of organisation be corp. For an organization that gives some public benefit as well as having a profit motive. And in a lot of states there are low profit, limited liability corporations also called l three c’s on dh does i put this together with some other data points and just concerns me that the charity start to look like corporations and start getting treated like corporations in terms of those taxes. On that corporations start to look like charities. It’s on my block. The name of the post is charity corporatization re ducks three. My block is tony martignetti dot com. And that is tony’s take two for friday, the tenth of august thirty fourth show of the year. Joining me now, as she does once a month, is maria simple. Maria is the prospect finder she’s, an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor prospects now with an exclamation mark at the end. And she is at maria simple a si m pl e on twitter. Maria, welcome back. Hi there, tony. How are you today? I’m terrific. Very well, good to have you back. Thank you. We’re talking today about c r m constituent relationship management. Why is this important? Well, you know, it’s very important for non-profits to track relationships that they have especially fund-raising purposes, in my opinion, you know, i’m talking more about fund-raising side there as a prospect researcher that you want to be able to see, you know, where our people interconnected you want to be ableto have a certain data point certainly noted in a system that’s going to be able to capture the relevant points of information that are important for your organization and a broader cr m really goes beyond even the donor database. It would be able to track relationships that you have with volunteers with perhaps people that are coming in, uh, to use your organization’s services on a daily basis so it can give you a really broad picture. And, you know, i any any time you can have any type of a tool that shows sort of relationship management for a mapping tool, you know, i’m all for that, okay? And you and i have talked about too, that prospects don’t only come from donors and fund-raising quote fund-raising prospects. But could be employees or vendor’s vendors to the organization or consultants. Right? Right, right. So these are all the types of relationships that you can manage in a system, you know, ideally, you know, a picture scenario where you are a ah non-profit executive at a small commit sides non-profit and you get a phone call and somebody says, you know, hi, this is, you know, tony martignetti i’m looking to talk to you a little bit more and expand on our last conversation. If it’s me calling, you probably should hang up, but it’s using some other example? Yes. You know, you would want to be able to instantly trying to recall well, gee, what? Tony and i last talk about what were the talking points? You know what? What was his area of interest? Right? So ideally, if you’re, you know, at your computer, will you be able to just, you know, put tony’s name in there and pull up some sort of a data sheet on tony said that you’d be able to track what what were our last conversations? And, of course, you know, this is really important. There’s a lot of turnover right at non-profits so, you know, you want to be able to have that that that long term relationship tracked a donor doesn’t care, right? They don’t care that there’s while they developed relationships with key personnel at the non-profit but in terms of the overall longevity and their commitment to that non-profit organization, whomever that executive director development director is, um, he’s probably not as important as the overarching mission and trying to make sure that that there’s that continuity that people will continue to understand what that donor’s intent is what donors specific interest are. Yeah, it becomes quite embarrassing to say, you know, someone who’s new in the position, you know? I don’t i don’t really know what what conversations were before me, you know, it all just needs to be documented. You’re right for the institutional knowledge and continuity, yeah, absolutely, really critical and donorsearch budget organizations are really just using some sort of a spreadsheet right now to manage this, you know, there are systems out there that are fabulous, and they really range in price. Do you want me to talk about a particular guide that can that can help them kind of identify this. And i can actually put some information on on your paige is well about it. Yeah, in just a moment. Let me just get to one of the survey questions that we had about what? What systems people are using now to manage constituent data. Fifty percent of using razor’s edge. And about seventeen percent are using donor perfect and about a third of using other other software systems. But nobody said one of the choices was it’s on paper or in our heads. And so, thankfully, nobody nobody said that. And nobody said excel spreadsheets. Good thing. So all right, so people are past the index cards, at least. Listeners. Well, this is sophisticated audience, so you’re not going to get your average executive director ceo fundraiser listening to this is a sophisticated show, so the sample is skewed. So we’ll presume that there are some who would say it’s on paper in our heads, but they’re not our listeners. They could be were welcomed them, because then after today’s show, they could choose a different answer. Find value. This’s a that’s. Right? Of course. S oh, please. Why don’t you, uh you have an idea if we had just a couple minutes before break, you have ah, a place where people can sort of compare software, is that what you have? Yeah, absolutely. June twenty eleven idealware dot org’s, uh, terrific website for all types of things having to do with technologies for non-profits they came out with a free downloadable guide that’s called the consumer’s guide to low cost donor-centric and they reviewed lots of systems, and then they go into in depth and review sort of their top ten systems and across all kinds of different, uh, data points, you know, they’re reviewing them, of course, for price. And by the way, all assistance they reviewed technically felling under the four thousand dollars range. Okay, so these are not going to be like razors edge is not going to included, right? Razor’s edge is a very high entry cost. Yeah, so i thought, well, with, you know, your your listener audience of the smaller to midsize non-profit that some of their recommendations might actually fit very well for the non-profits they’re looking at, you know, how well can you manage the donor information? The reporting, tracking events, some of the systems khun do that? Well, yeah, because event event attendees that’s another constituency, right? That’s, right? They might attend an event, but they’re not. They’re not donors in the strict out of pocket sense without any other, any participation. So event attendees another important constituency that’s, right? And they are also some of the systems will do male merging very well. Others are not as great at it. Email. How well can the system email out or play? Well with an outside system, for example, i know that there are certain databases that played very well with donorsearch software, like tapestry in constant contact or constant contact in sales force. Dot com they are two systems that integrate very well together. So integration actually is another data point that they looked at. So, you know, i recommend everybody take a look at that particular guide because it’s free it’s downloadable um and idealware is actually having ah, replay on their webinar that they have on that particular topic as well. And i happen to have received an email. Just tweak that they’re having a sale on their recorded webinars. So for this month, only august it appears that they are nine dollars to download the past recorded webinar. Okay, but and the the survey sounds like sort of a consumer reports of of c r e m now does idealware this is important to know his idealware create today of their own software package or now that they’re not in that business there just a value. They’re reviewing it, right? They will value you don’t. Okay, so we’ll put the idealware dot com. But what? What we put oh, dot org’s. Thank you. But why don’t we put the link to the this document? Go on the facebook page and in the linked in group? Sure, i can do that. Okay. Thank you, maria. You’re always very good. And maria is maria doesn’t only say she’s going to do it actually doesn’t. So the show ends at two p m eastern. I would expect now putting round spot. No, but i’ll just say very quickly. Maria will have the stuff up. I’ll just leave it there. She always does. You always. You always have been. Um okay. What? You had a conversation with a ceo of, of of of a newer, newer offering in this field right recently? Well, actually. That’s what prompted me to kind of take a look at their whole cr m area? There’s there’s a very new, interesting software out there. And it’s called unify o you and i f y o dot com. And by the way, it works best on google chrome. So i know that was one of the questions that i made sure that we are listeners answering on since you’re right, but since you just mentioned it, let sze get that question out. It was which internet browser or using it work fifty percent explorer. Fifty percent are chrome, and then a handful of people, i guess, have to and the about a third of those said fire fox so a third of the yeah, about a third of the half what the hell am i talking? About? Fifty percent said explorer, fifty percent said chrome and about seventeen percent said firefox. So obviously summer using multiple systems. That’s what i was trying to convey in the past minute and a half. Okay, so way. Just have a minute before break. So say a little bit more and then we’ll come back. Okay? Sure. So what it is is a technically they call it a browser extension, and if you go to their website, they have a really cool little video. And i can post, uh, on your page is, well, a link to a specific video that talks about how confused for prospect research and that’s what really caught my attention, but basically what they say is that it bridges the gap between you and your c r m so and we’ll give you a little bit more information on that. But it really completes your customer profiles toe all of your cloud applications, so it integrates with several systems already sales force dot com high rise, which is another cr m system that i’m actually not as familiar with, um, and so, since sales force dotcom does have a non-profit maria, we have to take a break hold. That thought you were just saying, since salesforce dot com does have a non-profit when we return, we’ll let you finish that sentence. Stay with us. 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 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. Altum welcome back, maria. Simple it’s. Your turn. Teo, finish that sentence on thing about sales force dot com they do have a non-profit related cr m so eyes that free budges. Do you know if that’s free? I believe it is. Yeah, i have. Yes, i was approached, i think. But it wasn’t recently by a salesforce dot com representative. I think it is free. The dover street version for charities. Yeah, i believe it is so what’s kind of cool about it is, you know, it had caught my attention was the fact that if i’m assuming now that the sales force dot com tool that non-profits air using would indeed integrate with unify oh, so if we’ve got any sales forthe users out there, i’d love some feedback. You know, through my page or tony’s page to see if it’s working well for you, but basically once you load this unify o icon up into your tool bar so let’s say then you are looking at somebody’s profile in sales force dot com you can click on the little unify. Oh, uh, icon and it will show you other other interactions that have happened with that person, so if that person has been tweeting about your organization or any email communications that have happened, you can manually put in specific notes about a person, so i’m thinking for a really small to midsize non-profit this could be a very interesting solution. Now, this is brand new. Tony okay, yeah, this is brand new, this is you launched may twenty twelve um, i had an opportunity to skype twice with the ceo of this company in recent weeks so i could get a better handle on understanding it and they love feedback. So, maria, it sze pulling in the whole web when you when you identify somebody that you’re you’re interested in? Yeah, well, it integrates best with certain platforms, but yeah, i mean, if you’re browsing and google chrome, so i was right, it has to be it only works in google chrome so far right far only google chrome, but they are looking to develop it for the other platforms as well. And, you know, i just think, it’s something really need to take a look at if if any of our listeners have an opportunity to do so and provide some feedback, they hadn’t created this. For the not non-profit sector originally, so to know that there could be this applique ability because you can have teams of people so let’s say you’ve got the executive director, the development director, maybe a program director and maybe a couple of board members be considered a team. All this data can be shared. So if you and i are on a team, tony and i want to try and figure out what? When were the last communications, it would pull an information about your last email communications okay, and are you testing this unify? Oh, maria, you know, i’ve been playing around with it a little bit, but i don’t have sales force dot com loaded here so that’s, why? I’d love to know somebody who does have it to see how that how, how that could integrate but it pulled in lengthen dad a twitter feed and i think it’s gonna have a lot of applicability it’s free right now, and it won’t stay free forever, so there will be a fee attached to this at some point. But i’ve been told by the ceo they’re going to keep it very affordable for the nonprofit sector. More broadly, when you’re looking at your your cr m software it’s important to know what, what your goals are from your from your system. Yeah, yeah, absolutely, you know, is it’s a system that is only going to be turning out donorsearch ports is this system, as i mentioned earlier, that might have to do mail merges and email marketing? Um, is this a system that is going to be able to help you track, um, interactions, right with those air critical for prospect freak prospect research? Oh, absolutely, absolutely. I mean, you think about all the points on the continuum on the development cycle. So you’ve got the prospect identification and research think about how will it play into cultivation? Solicitation the thank you, the follow-up and the stewardship i c c r m being invaluable not only for me, it’s, a prospect researcher, but certainly in stewarding donor forward. So it should have really flexibility to be able to provide additional notes. I love cloud based systems personally and don’t put me in george in jail. Now, i think the audience knows club. I think scott and i have talked about cloudgood other other other guests have, okay? I think people should know the cloud by now, i’m clear to talk. Wait, we just have about a minute and a half, though. Okay? So any cloud based system, for example, will enable any board members that you give access to the system, say they are very active and cultivating and solicited, soliciting people and meeting with people outside the office. Then they can certainly go ahead and type in notes about those particular meetings. And that again for that continuity is very, very important. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now. And her website is the prospect finder dot com maria. Such a pleasure. Thanks very much. Thanks. Always tony on dh something occurred to me as i was talking to maria, you know, wanna make sure that i’m not sounding hypocritical because i blogged and talked about on tony’s take two. My concern about charities being too much like corporations. And now here we are talking about with marie about salesforce, dot com and unify. Oh, a system that wasn’t developed for charities was developed for companies. I do think there are good practices, great practices. In the in the for-profit corporation sector that charity’s can learn from and vice versa. I think corporations could soften themselves in some ways and learn a lot from charities. It’s the it’s, the so learning from each other, that’s to me, that’s distinct from starting to, um b organized by be regulated by by the other by state and federal overseers as one that you’re really not as as as b corp to start to look like r l three sees the limit for-profit limited liability corporations, i think start toe look at so that’s the start to look like charities that’s the distinction for me between what maria and i were talking about when i blogged about this week my thanks, tio terry, billy, wendy nadella, lisa, rob, of course, and the organizer’s of fund-raising day twenty twelve as well as maria next week grow your grassroots. Michael o’brien is a consultant and a grassroots organizer. Why this might be good for your organization and how do you get started? We’re talking about bringing new people to your cause and how to keep them excited about your work through the grassroots. Also, scott koegler returns. He’s the editor of non-profit technology news in our tech contributor you know i’m gonna be talking about devices, laptops, desktops, mobile we’re all over. Social networks checked out are linked in group facebook page maria will have the resource is up there? Follow me on twitter and use our hashtag non-profit radio. Also, i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals. If you like this show, you might like fund-raising fundamentals it’s on itunes, it’s, a ten minute monthly podcast devoted to fund-raising continuing to wish you good luck in the way that performers do around the world. I want to keep this up because it’s fun and and i can do whatever i want on this so house with buy-in bruv house won’t buy-in bro that’s german for break your neck and your leg like we would say in the u s break a leg. Germans want you to go further because they have a large orthopaedic surgeon constituency, so they weren’t broken necks and legs and my thanks to janice taylor for these language lessons and contributions. Do you have one away that foreigners greet performers that are just about to go on stage and what they wish them how they wish them luck. Share it with me, let me know, and be sure and tell me how to say it. Our creative producer is claire meyerhoff. Janice taylor is our line producer. 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, one to two p m eastern on talking alternative broadcasting, which you will always find at talking alternative dot com. I didn’t even think that shooting. Good ending. You’re listening to the talking alternate network. You get anything. Dahna cubine 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. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking. Hyre

100: The 100th Show! It’s All Social Media – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Amy Sample Ward, membership director at Nonprofit Technology Network (NTEN) and contributor to Stanford Social Innovation Review

Scott Koegler, editor of Nonprofit Technology News

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

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

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

View Full Transcript
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Hello and welcome to tony martignetti it’s show number one hundred high fives and knuckle bumps. It’s show number one hundred and welcome. This is big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio your aptly named host. What a coincidence that i found this show on july of two thousand ten two years ago show number one hundred today i do hope that you’re with me last week, it would cause me great vengeance and furious anger if i were to learn that you missed automated accounting with aaron schmid he’s, the chief product officer, billhighway and he thinks about a lot a lot about accounting, so you don’t have to. He had ways to improve reporting, automate and integrate accounting with your bank and online engagement to action at the fund-raising day twenty twelve conference, we were a media sponsor on the exhibit floor, interviewing speakers, and one of those was j frost, ceo of fund-raising info dot com. He talked with me about moving people from engagement online to giving online how to convert your social media friends into donors this week. It’s all social media for show number one hundred amy sample ward is a social media scientist that’s my title she’s very modest. I described that title to her she’s membership director at non-profit technology network and ten and a contributor to the stanford social innovation review. We’ve opened it up to listeners and she’s going to take all the questions that you sent in, and all our regular monthly contributors will be with us will dish on social media in the law for prospect research and in technology you know who they are. Our legal team. Jing takagi and emily chan from san francisco, the non-profit and exempt organizations law group maria simple, the prospect finder, our contributor on prospect research from new jersey and from north carolina, say but keller will be with us he’s, our technology contributor and the editor of non-profit technology news on tony’s take too. I’m going to be giving away t shirt and sunglasses for podcast listeners because this is show number one hundred use hashtag non-profit radio to join the conversation with us on twitter. Amy sample ward is monitoring it sam, the producer is monitoring, and lynette singleton, our georgia fan club president and frequent assiduous live twitter she’s live tweeting. The show today lynette is at s c g four the number four non-profits and the hashtag is non-profit radio the show is sponsored by lap fund-raising l a lap of fund-raising dot com and i’m very grateful for their support. We have our first contest right now. A few minutes ago, i said great vengeance and furious anger. What movie is that from? Not the bible it’s in the bible, but that’s not what we’re looking for looking for the movie that that lines from you will win a copy of managing technology to meet your mission. A strategic guide for non-profit leaders donated by n ten amy, thank you very much. If you put the answer to that question, what movie was that line from on twitter right now? Make sure you use the hashtag non-profit radio what movie is that line from great vengeance and furious anger? You will win, you’ll be our first winner right now. We take a two minute break and when we return it’s all social media stay with me and amy co-branding dick dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network get anything? Cubine 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 the 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. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. 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. Welcome back, we still need our first contest winner, great vengeance and furious anger. What movie is that from? Posted on twitter? Use the hashtag non-profit radio and with a copy of a book look donated by and ten the non-profit technology network. The book is managing technology to meet your mission welcome palo alto welcome, san francisco welcome, san jose, all in california! Welcome, california listeners right now. Very pleased to have with me for the hundredth show. Amy sample ward amy is membership director at non-profit technology network and ten, which you’ll find it in ten dot org’s and a contributor to stanford social innovation review her block is amy sample, ward dot or ge and she’s at amy rs ward on twitter she’s, co author of social by social a handbook on using social technologies for social impact social by social dot com is where you’ll find that book, and any profits from that book will be used to support projects which promote the use of new technologies for social good. Amy sample ward welcome to the show. Thank you for having me. It’s. A great pleasure to have you in the studio for show number one. Hundred any profits from the book are going to be given to support projects that used that promote the use of new technologies for social good. But i thought profit and greed drove are our economy what’s the social good? Well, when it comes to the book, it was a commission book by nesta who is an innovation thunder in the uk. So they commissioned us to write it. We don’t make any profit off of it in that way. And then the funds that come from the book just get put back into the innovation fund that nestor manages all for social good. Yes. And of course, i was being sarcastic or not. Of course, not all agreed. Not not most. Not all. Not entirely. We have our first question from you came from our first winner because she posted a question on the linked in group. Mary lynn holland has one an hour of consulting from me, even during registration or planned giving. Congratulations, mary lynn holland and her question. She has two questions for you. What’s. The biggest mistake that you see small non-profits making in social media. Well, there are lots of mistakes, but i would say the biggest mistake that kind of encompasses all those little things that trip up small organizations is trying to spread themselves too thin thinking, oh my gosh, you know, all these other organizations air on, they’ve got a profile on every platform they’ve got, you know, all these photos and videos and everything going on, and they think they have to do the same thing, but they don’t have the capacity to maintain all those profiles. So unless you actually have the staff time and the content, tio keep all those different profiles alive and actually have something going on there and can go in and interact with the community that’s there just don’t put the profile up on that platform, you know, just be very specific about what you what capacity you really have so that you don’t spread yourself too thin, and then people find your profile and it looks like a ghost town, and then you’re always apologizing for sorry we haven’t been here exactly, exactly one of the survey questions we asked in advance was, which social media channels do you wish your organization used or used better? And it’s pretty scattered across blogging and podcasting but facebook is kind of a large one, almost almost fifty six percent said facebook they wish they were doing something or more with facebook, and the largest was youtube. Two thirds of the people who serve we serve surveyed i wish they were doing mohr with youtube, but your point is you just you can’t keep up with the joneses necessarily, right? You can’t be on every single platform if you especially if you’re a small organization, but i think the survey showed, you know, that most people responding that they wish they were doing more with youtube and i think that’s because we see so many great videos but aren’t necessarily like high production value videos, and so then you get that feeling of, like, man, i could have made that video, why didn’t i think of it are right and, you know, so i think that there are a lot of those feelings to have seen other people succeed in thinking, gosh, it doesn’t look that hard. White why didn’t i do that? We have to take a break. Amy sample ward, of course, stays with me, and when we return, we’re going continue with social. Media. And we’ll have another contest. Stay with us. Talking alternative radio twenty four hours a day. 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. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you 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. 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As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listen to nora simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com hey, 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 i’m leslie goldman with the us fund for unicef and i’m casey rotter with us fun for unison you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back, it’s. Sure. Number one hundred twenty martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We have a caller on the break. We gotta call r steven perrotto. I know you. Welcome. I know you do what’s up. I was calling to brad schnoll age. Do on your hundredth show. Thankyou. All your friends that beautiful. Thank you very much. Future funds is a company that i do some work with and four. And we do great work with clients, don’t we? I think we do. I know. I think we do. You think we do too well, that’s. Good. Okay. Thank you, steve. Thanks very much for calling in, man. Thank you. Another hundred. Thank you. All right. And we had some with some nice things. Said on on other social media. I had someone who wished us wish us very well on the someone was just very well on the linked in group and ah, bunch of good, well wishes on my email list. And if you want to get on that weekly email lorts find out who the guest is going to be. You could do that on the show’s facebook page. We had a listener, tom l from california, and we’ve a bunch of listeners live from california right now, tom says. I was at the south rim of the grand canyon yesterday already to tune in on your on your broadcast. I thought it sounded fun tow listen while being in this remote spot, unfortunately, just a little too remote and no signal, so i did the next best thing and listen to a pre recorded podcast that i had downloaded for this trip and brought with me. Listen, tom ellen, california, thank you on the edge of the on the edge of the grand canyon. Amy it’s incredible where people are listening technology, it reaches everywhere, staggering, so question number two from maryland, holland, who asked fromthe linked in group and one hour of consulting from me, she asks what’s the biggest misconception non-profits have about social media well following on kind of from that previous question, you know, i think that a lot of small non-profits think, oh, this will be our magical cure all potion of technology, you know, we won’t have to do those email alerts anymore, and we won’t have to really send out your end appeal because, well, just tweet it or we’ll just posted on our facebook page, but it’s, just one channel and you need to be, you know, maintaining your engagement, your strategy across all those channels you still need to use email still need to use your whether it’s, direct mail or phone, whatever you are doing in your organization and social media, just another component on dove course face-to-face exact don’t want to ignore face-to-face meetings, right and social media’s great for face-to-face riel world offline things because people that are there khun just amplify what’s going on can post pictures in real time. Khun, you know, stream of video, khun send out tweets and so all those that aren’t there, maybe aren’t in that city couldn’t come whatever khun still follow along and it’s great for community building around your organization because so many more people feel like they knew what happened and they were a part of it, okay? And people are doing that for us right now, exactly, people a re tweeting, tweeting and retweeting and one of the survey questions we asked is whether your community engagement strategy includes social media and hundred percent did. Say yes. So everybody’s, everybody who surveyed eyes doing it. But we don’t want it to be a substitute for exactly. Of course. Of course. Okay, let’s. See, um let’s go. We have ah, contest winner maria? Yeah, maria simple. Oh, i should have said affiliates and friends and employees of non-profit rate or not eligible, but i didn’t say that maria simple winds absolutely correct. Great vengeance and furious anger is from pulp fiction, of course. And i believe that maria simple is the first person teo to answer that on twitter. But but i have to make important qualification. All results must be sifted through our social media manager, regina walton of organic social media. So preliminarily, maria simple is the winner, but that is subject to change based on heimans on findings by our social media manager, regina walton. Okay, um, we have another question this one is from twitter. Came from matt morgan and he’s at morgan m o r e m o r g a g n on twitter. Advanced question. What are the must have social media platforms? Let’s take that part first cause he asked reports what the one of them must have. Social media platforms well, i wish that he was tweeting along because i just have a question back for him and that’s, who are the people in his community and what air his goals for them if you if you have people in your community that are really into maybe you’re an organization that works with wildlife refuges and they love nature, well, they probably really like taking photos of nature, and that means, you know, the kinds of platforms that you want to prioritize your time on are ones where people are sharing photos, so maybe flicker facebook, et cetera. But if you have a community that works largely offline and very locally, then you’re going to want to pick platforms that aren’t necessarily for sharing out broadcasting tons of stuff, but or maybe facilitating those people, you know, sharing knowledge just within the group. So it really depends on what your goals are and who the people are that you’re even trying to engage you now. This is why i w social media scientist, because i think the average person would’ve said what’s, the what of the must have social media platform there were said, facebook looking and youtube but it’s not it’s, a much more sophisticated answer than that it depends what your goals are exactly exactly, and we’re trying to reach okay, and matt also asks from twitter how is the best way to measure twitter impact so back to that goals question, even though it’s specific to twitter, you know why’re you using twitter? Are you an organization that’s using it to really get a lot of information and knowledge out there? Maybe your think tank and you just want to make sure lots of people are using your research in your data? Well, then you’re going to want to maybe prioritized metrics around retweets and how many people have, you know, shared a linker clicked on a link that you’ve tweeted because that shows your knowledge is getting out there, but if you’re using it just for building connections and you really want people to engage with you, well, then the retweets air just sending more people away. You want to count those replies and people asking questions to you so you know the way you measure twitter impact isn’t universal for everyone, it really depends on why’re you even using that platform, have another contest, and this one is to win and ten sunglasses on and a copy of the book donated buy-in ten the future of non-profits innovate and thrive in the digital digital age zoho dave neff who’s in ten member okay, dave, next book can be yours along with sun glasses to wear while you’re reading it. Although they’re probably egyptian, we’re not giving prescription sunglasses, all right? Well, if you wear contacts, then you can wear the sunglasses while you’re reading eyes. The treasure hunt there’s a treasure hunt i had the founder of a worldwide social network as a guest twice it’s a very top of my network, everybody knows this network. One of the interviews is on our youtube channel, which israel tony martignetti some dude in boston took. Tony martignetti so my neck, my youtube channel, israel. Tony martignetti what is the name of the founder of the worldwide very well known social network that i had as a guest? Twice, you’ll find one of those interviews on a video on the youtube channel real tony martignetti answer on the youtube channel put a comment on the youtube channel, um and name him and you will. Win the sunglasses and the book. Okay, let’s. See who else we got? We got baldwin, new york. Welcome, atlanta, georgia that’s. Probably the net singleton, our master and assiduous tweeter. Welcome atlanta. We also have ah, north carolina. What was that town in north carolina? Sam, i missed it. Newport, newport, north carolina. Welcome. I love our live listeners. L three’s love live listeners. Wei, have another question for you from this one’s from peter heller also came to the linked in group peter heller. I’m wondering if any research has been done on how much of a capital campaign can be raised via social media. I believe social media is vital for non-profits, but the sexiness of it distracts from the eighty twenty role, which is eighty per cent of your gifts will come from twenty percent of your donors. You aren’t going to get your top gifts from via the internet, but you will get smaller gifts and lots of visibility. So basically asking, is there any research on how much of a campaign comes from social media have any insight into that? I don’t know if there’s research about the whole campaign because for a lot of the people that are doing this research and benchmarking there, the people either process anders or facilitating the online donation, and so they don’t know the rest of the story. They don’t have access to the organization’s data to know what else they were raising. They only know the data of the online portion, but there’s definitely benchmarks around that, and one that is, you know, has been done. You’re over a year is from blackbaud and the chronicle of philanthropy just is a heads up, i don’t know spoiler there, maybe i’m not supposed to say, but i would keep an eye out there because they’re going to be doing summarily good stuff with online fund-raising data very soon just to help keep those benchmarks out there, okay, but i would go to blackbaud and get there. They’re online donation research and you can see the average gifts, eyes, you know, it has been increasing and things like that, okay, i would also add for peter’s question that the the social media e-giving is probably going to be at the base of the of the fund-raising pyramid, the campaign pyramid where the base is all the smaller gift. We typically say it might take hundreds or thousands of small gif ts and typically, that’s. The gift giving that’s online is fifty twenty five, one hundred dollars. You know, in that vicinity and those air in a capital campaign of ah, even just a smaller campaign of two hundred fifty thousand dollars, or half a million dollars. You do need lots of those smaller gift, right and that’s, where social media would would probably be counted in that in a campaign. Exactly. Thank you. Let’s. See what we should do. What with that way have just three minutes. Is that we’re here? Oh, we have. Ah, scott, koegler is on the line. Oh, scotty kegs on here. Tony scott. Koegler is our regular technology contributor and the editor of non-profit technology news. And he is with us for a few minutes. Scott, how you doing? I’m doing great. How you congratulations, by the way. Thank you very, very much. You have a little social media topic for us today. What you gonna do? We’re gonna tease us with. Yeah, actually, it is a teaser because we’ll talk about this next week, but, uh, analytics. I mean, i heard part of the conversation about how do you know what you’re getting from? Your from your social media efforts and that that kind of goes to return on investment, you know, why would you actually spend time and money pursuing social media, right? How do you know what you’re getting from it? Okay. And that’s kind of been a perennial issue with just, you know, making those kind of decisions. So what do you have for us? Yeah. There’s. A lot of platforms out there. I know of three that are kind of my top of mind there’s hoot suite, which is a combination of free and paid for depending on the level of the analysis you want to do, uh, there’s, another one called market metoo sweet, which is kind of a new one. And it’s got a fairly unique approach to enable that was market me sweet market metoo assume suite is s u i t it is confectioner sweet. Okay, right. And the other one, which is maybe a cut above those two is something called radiant six. Maybe i am six. Okay. And that’s now a sales force dot com company. And they’ve got very interesting approach. They actually allow you to find the people that are talking about the things that you want on whatever platform there using whether it’s, a lichten group or yahoo group or twitter or facebook, or any of those and actually all at the same time, and then initiate conversations on the platforms that they’re using it’s really unique. And then they got all kinds of reporting stuff. Okay, um amy, do you have? Do you know any of those? You know, those sites or or? Any others that are useful for analysis of how you’re succeeding? Yeah, there’s, there’s tons of of platforms like that, you know, that range from frito all the money in the world that you want to invest in being able to track and report everything. I always recommend the organization’s start with a free version, no matter what, because until you’re tracking something you don’t know what’s worth investing in on dh you, khun get very sidetracked by all the shiny, shiny toys that are out there. I’ve used most of them, or at least tried them out. One thing that i do like about radiant six so that’s on the spend your side of what scott just shared. One thing that i do like about radiant six is that it has some tracking for the whole conversation. So you can say, you know, if you are using twitter, for example, to really grow your brand and change people’s ideas by getting your data and your knowledge out there, then knowing what percentage of the conversation on that topic you are a part of that’s. Incredible. Okay, thank you. Okay, scott. Cool. Everybody agrees. Excellent. And i know scott, you have to go. You coming down for a few minutes? Indeed, we are going to record next week, but that show that where scott and i will go into more detail on the analytics that’ll be the august third show. But he and i will be doing that next week. Scottie, thank you very much for calling in. Thanks, tony. Congratulations again and talk with you. Thank you very much. Thanks, buddy. Bye bye. Okay. Um, let’s see what we could do right before a break. Maybe another let’s. See another treasure hunt. Maybe we have two minutes before breaks. And so, uh, okay, perfect. So we’ll have another treasure hunt on the block. I have had a ceo of a popular charity rating organization on the show. This is a treasure hunt on the block. His last name is berger what’s his organization. Post your answer on the facebook page to win a copy of open community. A little book of big ideas for associations navigating the social web. So again, had the ceo of a popular charity rating organization on the show search my blog’s for his last name, which is burger and tell me what? His organization is and post the answer on the facebook page, and you’ll get the book for matty. Grant is also an antenna member. This incredible amy knows all these authors, really, i have to keep. I need better social social circles. I hang out with you more right now, we’re going to take a break. Amy sample ward, fortunately, can stay with us the whole show. Grateful for that. And and also after this break, we’ll have tony’s take, too. I’ll have another contest, and you’ll be maria semple with with about us and also jean takagi and emily chan. And again, any stays with us, so and i hope you do, too. Talking alternative radio twenty four hours a day. 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. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy. Share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listen to nora simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com geever. 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 if you have big ideas and an average budget tune, tony martignetti non-profit radio we dio i’m jonah helper nari team in co founders of next-gen charity. Welcome back to the one hundred show who it’s time for tony’s take two at roughly thirty two minutes into the hour, my voice is cracked like i’m like fourteen years old. Welcome, georgie city, newjersey! Welcome live listener judges, teenagers, that’s my dad’s birthplace it was greenville hospital in the greenville section of jersey city, and my grand parents used to live on mcadoo have in jersey city. So welcome jersey city on tony steak to right now, i first want to be very careful to say thank you for everybody who has been listening to the show. There wouldn’t have been one hundred shows i would not have been doing this for two years if nobody was listening. A podcast that nobody listens to is ah diary it’s under lock and key or what good is it so very grateful? I’m very grateful for lots of listeners, lots of support followers on all our different social media channels of the show. Thank you very much and a special shout out for a podcast. Listeners there are over a thousand of them, and right now i have a contest for podcast listeners. So live listeners, you’re welcome to listen. Don’t don’t don’t shut away, but this one is for podcast listeners. They’re going to win an intent t shirt and a pair of sunglasses, but after the podcast is posted and regina walton knows exactly the moment and second that the podcast goes live. And after that time, the first person who tweets the phrase non-profit radio has over one thousand podcast listeners, we’ll win the end ten t shirt and pair of sunglasses, so podcast listeners. After you’ve heard that podcast, go to twitter, use the hashtag non-profit radio and tweet the phrase non-profit radio has over one thousand podcast listeners, and i’ll leave it to your discretion when you where you want to put a comma in the one thousand that’s up to you, my blog’s, as always, is tony martignetti dot com and that’s, where you will find information about today’s show and that’s, where we’ll be posting lots of contest winners next week. We’ll have the contest winners posted on my blogged at tony martignetti dot com, and that is tony’s take two for friday, july thirteenth, twenty eighth show of the year. Right now we have lots of contributors with us, maria simple is on the line. How are you, maria? Great. How are you doing? Very well, thank you. Marie is the prospect. Find her she’s an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now and on twitter she is at maria simple. Welcome, maria. Thanks, tony. And congratulations. Thank you very much. I know you and you and amy and i are going to talk about email and online strategies, so we’re going to get to that that connection very soon. But let’s bring in gene and emily to what the heck gene and emily how you doing? We’re doing great many congratulations on your hundreds. Thank you, emily. Are you there or is genius speaking? Speaking speaking for you today i’m here okay. Jean takagi is the principle of dio the non-profit exempt organizations law group in san francisco. He had it. The popular blogger at non-profit law blawg dot com and he’s at g tak gt a k on twitter emily chan is an attorney at neo-sage principal contributor to that non-profit law blogged and on twitter she is at emily. Chan, welcome again. So and you guys were going to talk about who owns your twitter account? That’s? Really interesting. But let’s see let’s, start with maria and maria. You have some advice around coordinating email and social media channels. Yeah. That’s right. Tony, really? Email marketing is no longer just about sending out email blast because it’s all very share a bill now. So the beauty of it is you can take the communications and leverage them much further. Both us, the sender, but also the person receiving it can go ahead and forward the communications on their social media platform. Okay, forwarding. So is this done with a simple links in an email? Yeah, usually it’s done with that share, that social share bar that we’re also accustomed to seeing now that also it already has a little icons embedded into it. Okay, but certainly they can take the girl and cut and pasted in as well if they prefer to do it that way. But those social share buttons really make it great to be ableto take your communication and leverage it further. I mean, what what’s your vice around coordinating email with your social network channels. Yeah, we try to do that, i’ve seen organizations actually see big upticks because they see, you know, a message go out and then a coordinated message asking what people thought of it or if there was a video embedded or photo, you know, an action that they can then say, hey, look at all the people signing that petition or whatever, but another form of engagement that i’ve seen, especially small organizations that, you know, maybe have to staff or say three staff are not paid, you know, like just a volunteer organization used tools, you know, they don’t like that very first question getting spread too thin, they know they have email addresses, they’re not going to worry about facebook, so they really want to make those emails really good. Andi, i’ve seen people use a tool called group fine that allows your email toe actually be kind of alive, so i’ll send out an e mail to everybody, and i say, you know, we’re looking for your feedback about this event, you know, what day do you want it? And then who would you like is the speaker? You can embed those questions in the email and when people respond and you open your email, you see their responses live in your ok so people can see written out answers from other people in the community, etcetera. So you can literally start a conversation in an email because everyone is opening that email and seeing it and that’s why it was called group find group, vine group find like a great plan. Great. Fine group. Fine. Okay, maria, what what else did you want to share with us? You know, i wanted to share also that there is a site called nutshell mail dot com for those small organizations that are thinking, well, how do we begin? Teo, monitor the conversations that are going on elsewhere. You can actually set up an account with nutshell mail, i believe it’s free and you can have the three e mails sent you. However often you want throughout the day. So let’s say you’re interested in monitoring your e mail your social media communications and mentioned at the beginning of the day and toward the end of the day, not shell male will actually send you an email. Recai recapping all of social media that has been going on or you actually designate you’re interested in monitoring face focus your monitoring, lengthen or twitter. You designate which ones you’re interested in getting the communications about. And maria is nutshell male free. I believe so. Yes, it is. Okay. She says yes. Maria says yes. So yes. Okay. Excellent. Excellent. Maria way. Want to leave us with one other tip before we have to move? Teo jean emily a little bit. Yeah, i think one other site that i might like. Just drop and leave with you it’s something called social quick starter dot com and it’ll give you some additional ideas about how to leverage your email communications into social media. Okay, would you be good enough? Teo? Post these on the facebook page on the linked in group. Sure. All these free resource is. Thank you. I always appreciate you doing that. Thank you. Um, on dh, you’re welcome to stay if you want, you hang on the phone. Maria, can you cure? Okay. Excellent. But let’s, uh, let’s. Go to jean and emily and there’s some recent controversy around a case that involves whether the issue is whether a person on employee or the employer owns the twitter account after the employee leaves who’s going to who’s goingto give the fax an overview of the case familiar gene, go ahead either one okay, not go there. There was a case recently and arises because many of us are mixing our work and personal lives so much and i think that’s especially true when we’re using social media. Andi so for people who are on twitter on by all of us, i think are on twitter now we put in our personal statements as well, lazar our word promotional statements and do some branding for our companies and for our selves personally. So there was a recent case, probably the most well known that was filed in july of last year involving phone dog and an employee who’s named noah kravitz. Kravitz was using a twitter account that had phone dog is part of the twitter handle phone dog noah okay, promote the company and crab it’s left the employment, kept the twitter account and changed the handle to noah kravitz, his name but by that time, he’d accumulated over seventeen thousand twitter followers um, and months later, phone dogs decided to sue because they wanted the account in the followers, you know, suing for damages, they figured out that each follower was worth two dollars and fifty cents per month for eight months, and that ended up being three hundred forty thousand dollars in that complaint timesthe seventeen thousand followers that’s interesting that any idea how they came up with two dollars and fifty cents per month for ah is the value of a twitter follower? Well, that i think if i’m following you, i’m worth much more than that i’m worth, i don’t know fifteen or twenty dollars a month surely that’s definitely the big issue, and it may be a way that each organization values its prospects on customer list, but that’s that’s sort of each organizations proprietary information. I’m not sure exactly how they came up with that and that’s definitely one of the issues. Okay, i’m going to just ask amy, just this is a little date. Well, it’s an interesting issue. Yeah, but i know and we’ll go deeper in the law. But, amy, any sense of value, any reason research on how how twitter accounts value their followers in really indulgence sense? I don’t know, i mean organizations do it in different ways, in this case, it’s. Very different than, like many non-profits that aren’t tracking the our ally of anything or anyone. So they actually have the math, you know, to to do the calculation. But i think that for most organizations, their primary use of twitter was just the community building and never asking for anything you know, fund-raising wise not doing appeals. They’re not even doing customer service for other fund related work, but in litigation, as jean points out, there has to be shevawn cause of action and also damages. If you’re angry at somebody but you weren’t injured or damaged by it, then there’s no recompense in law. Anyway, you might get an apology, but so that’s how they valued. Ok, jean little digression. Sorry. Yeah, so well, that’s the basic issue and and of course, been final by finalized yet, so they’re still going into settlement agreements, and we’re going to learn from this, but we think this is going to blow up and be more pervasive because there are a lot of issues involved where employers are just not making clear who owns the account that out that and that creates, you know, potentially triable issues i have i’m sorry, i have a survey question and emily, this will probably leading to some of your advice around this. Do you have a written policy on use of social media accounts by employees? And about fifty six percent of people said yes at about forty five percent, forty four percent said no. So let’s, sort of close to a half don’t have a written policy. Emily, i’m sure there’s advice that involves written policies, of course, absolutely. With any policy, i think it’s important to think about what you’re actually trying to address. So even if half of the survey respondents have a policy, is it actually addressing the questions that are coming up in cases like phone dog versus kravitz? You know you may have policies about what can be put a on the twitter account, like what kind of content you’re supposed to push out. But did you actually address, you know, who owns the account, who maybe account, and you have guidelines for howto relinquish that account when that the employment end. So these are all the kind of questions that organization should be thinking about when they’re creating these policies. Now that these cases, they’re coming up, okay, and we just have a minute before a break. One more piece of advice. Teo, help stave off these these issues. I think just making any step in the right direction, you know, it’s hard to do a comprehensive policy, but to just tackle one question out of time, i think you can really help the organization in the long term just to say, you know, the employer owns the account and you give it up end. Making that clear is something that i think probably a lot of organizations i haven’t done yet. I haven’t thought about it, okay, you’ll stay with us. Of course, i like i love the name of that case phone dog versus kravitz. I don’t know if he’s related to lenny kravitz or i think of mrs kravitz from bewitched. Those of you remember that show, mrs kravitz, i believe, was the neighbor. I don’t know if noah is a descendant of any of them. We’re going to take a break and when we return, maria semple stays with us and jean takagi in emily chan and amy sample ward and i hope you two. You’re listening to the talking alternative network. 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Welcome back to the one hundred show that last love, amy’s little move that last drop where someone is that’s called a drop when someone is endorsing the show. That’s a pretty significant clue to one of our current contests. I have to leave it there. Amy, i want to ask you how, and ten manages ownership of social media properties and three organizations, all about social media. You’re all doing lots of things. How does how does that organization manage this? Sure. So we definitely do have a policy in place and it’s part of our employee handbook that everyone has to sign. So we know you at least pretended to write it. Did you mean emily chan, right? That policy for you? She did not. They did not. Well, it’s probably substandard, but haven’t i? I’m happy to say it some standard until they look it over, but we that the inten organizational account and ten org on twitter is the only one that is thie official voice event ten and we have policies in place that say who can have admin access to that? You know who khun tweet from the account when what kinds of things? You tweet, but then we also have some guidelines and parameters for using your own account and that we’re totally fine if you want to have your own twitter account and not be associated with antenna and never talk about us, etcetera. That’s truly finds your personal account, but if you do want to tweet about and tens work or in support of intent or anything like that, then we want to make sure that you say that you are an ant in employee in the bio so that if if, say, someone asked a question and you respond from your personal account and not the official account, they know it really was legitimate, you know, information that they were getting back, and it wasn’t just some random person trying to say this is how to use the site or something. So we want to make sure that it’s, transparent and clear in your profile, but we don’t own that profile. We don’t own. We don’t try and measure or anything, even those personal accounts, and then when you leave, well, then we ask, obviously, that you take the reference that urine and an employee out of your bio, but that’s it, it’s still your it’s your own account. Okay, jean, how does that sound to you? Well, we love and ten. And so you know in-kind well, okay, that okay, their policies, they’re probably pretty strong. And that sounds like that. Sounds like great. Those sound like great guidelines. And maybe one cautionary note. If you don’t do something like that. And you’ve got an employee that’s tweeting on a quasi work accountant starts to endorse a political candidate in this election year. You could get into a lot of trouble for your organization. Election hearing. We talked with her. Yes. You and i and emily talked a lot about that in a previous show. Election hearing and political advocacy. Okay. We definitely like to encourage people to vote, but we do not tell them who to vote for. But so what would happen then, jean if if amy on her on her on a personal account, that does say that she’s within ten started to endorse a candidate, what would happen? Well, those those words could get attributed, teo. Antenna if it’s an antenna owned, account controlled account and then that’s just a safety organization, it endorsed the candidates themselves, which is a violation of five twenty three and potentially jeopardised the five oh, one seat to exempt status of the organizations why you gotta do take steps to make sure that that doesn’t okay? And i guess, emily, that should be a part of your your polyp written policy, yeah, absolutely a cz much of the organization and its best interests, khun document that it’s doing its part to take care of its responsibility that’ll be helpful. So in the employee handbook saying, you know, if you do put that urine and an employee like you should know that is a five, a one tree organization, we can’t make these kind of statement was we can’t expect organizations to monitor all of their employees accounts, and then if the employer does become aware of something that happened, you know, documenting the steps you took to make sure that it wasn’t attributed to the organization, like having asking the person, maybe tio put something on their account to make sure that it shows that it’s their personal account i’m or even just as the organization with the accounts, you’re in control of making sure that you’re putting the information out there like that, we do not monitor employee account, okay, amy’s doing a lot of nodding. So i just i mean, generally that’s the way in ten manages things. Yes, yeah, okay, um, let me ask you, we just have about two minutes left. Can’t noncompete and non solicitation agreements be valuable in this? Also, jean. Yes, absolutely. So if somebody doesn’t, uh, have has a personal, own email account or started sorry social media accounts like a twitter account and brings it to the organization’s main competitors when they switch firms and that’s going to be a problem if they bring all the followers over oh, run so absolutely having a non compete but use traditional non compete agreement. But make sure that they reflect that there’s social media properties as well. That may be involved, i think it’s really important? Yes. Because in this phone dog case, noah just noah kravitz left the employment, but he didn’t go to a competitors, but yeah. Interesting. If if you go over to a competitive right. Absolutely. Yeah, very good. Let’s. See, i guess we should probably say goodbye, maria. Simple. You’re still there. I know i am. Um, let me give you one shot. Is there anything? Is there any more sight? One more site. You want a name in our last minute? Since we haven’t talked to you for a few minutes. Oh, boy. Uh, gosh. There’s so many great ones out there. One mashable dot com. Okay, mashable i love just kind of keeping. Track of what mashable is talking about in all things. Social media and always come up with some interesting ideas after i read one of their articles. Okay. And that’s. A very well known block. Jamie, you follow that also. Develop mashable. Okay, maria simple. Thank you very much, maria. Simple. Of course, the prospect. Find her. You’ll find her at the prospect finder. Dot com. Thanks for being on maria. Thank you. Congrats again. Thank you very much. Gene and emily at neo non-profit exempt organizations law group in san francisco. The block is no non-profit law blogged dotcom. Thank you very much. Both for being on. Thank you so much, tony. Congratulations. Thanks, gene. Thank you. Thank you, emily. Thanks for helping talk to you next month. Amy let’s. See in wrap up one thing that you want, teo leave listeners with about social media that we haven’t said that’s sabelo in, like, twenty seconds zoho i would say give tools a try on your own if you want. If you think that they could be used for your organization before you try and set up the organizational account, so you give yourself a chance to figure out. How it really works, what things you like about it, etcetera, before you set up that organizational profile and start directing people there and then realize, oh, actually, this is broken or whatever, you know, work those kings out on a personal account first amy sample warders, membership director and ten non-profit technology network, which you’ll find it, and ten and t e n dot or ge and a contributor to stanford social innovation review her block is amy sample ward dot org’s amy, thanks so much for being a good yeah. Thank you for having me. Congratulations. Thank you very much. Real pleasure. Next week, we start to move to show number two hundred. Trim tab marketing. James eaton is president and creative director of tronvig group and the metaphor of trim tab as one person who can move an entire society has professional and personal meaning for him. And he’s gonna explain how something very small can really have a big impact on your marketing and had to figure out what that small thing is. Also no more crappy corporate partnerships. Another interview from the fund-raising day conference will have two people who were speakers at fund-raising day. And they want you to take a holistic approach to your corporate relationships because your charity as real value for companies and they have a lot more to offer you than just money. We’re all over social media, you know that by now you can’t open a new tab on your browser without a head on collision with tony martignetti non-profit radio, you know, we’re on linked in, you know, we’re on facebook, you know, we’re on twitter use that hashtag non-profit radio lynette singleton, thank you very much for your live tweeting today i’m on four square! You can follow me on twitter also, and those are all the ways oh, youtube, i forgot about that itunes you want to become a podcast listener non-profit radio dot net takes you to our itunes page what does it mean when a cause long out of spotlight raises one point six million dollars in just two years, an idea grows into a powerhouse helping one hundred seventy thousand people each year, and when an agency raises three point eight million dollars in government grants in six weeks, it means lap a has done its job lap lap a lap of fund-raising dot com for your campaign grants and planning needs. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer of tony martignetti non-profit radio shows. Social media is by regina walton of organic social media. Regina, thanks for all your help today, and the producer of tony martignetti non-profit radio is john federico of the new rules. I hope you will be with me next week for the one hundred first show. Tony martignetti non-profit radio, one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the good ending. You’re listening to the talking alternative network. Get in. Thank you. You could. 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. 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. Buy-in oh, 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 friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving. Communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Dahna

096: Motivate Your Board For Major Giving & Revisiting Your 2012 Prospect Plan – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Jennifer Herring, president & CEO of The Maritime Aquarium at Norwalk.

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

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

View Full Transcript
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Zoho hello and welcome to tony martignetti non-profit radio for friday, june fifteenth twenty twelve we’re talking about big ideas, big non-profit ideas for the other ninety five percent of your aptly named host it’s good to be back in the studio have been away for a couple of weeks. Last week i was at fund-raising day got about ten interviews for the show, one of which we’re goingto listen to very shortly today, but great fun meeting everybody on the exhibit floor got some sponsorship enquiries good to see everybody there about fifteen hundred people at the conference and good busy booth we had on the exhibit floor this week it is motivate your board for major e-giving and revisiting your twenty twelve prospect plan from last week’s fund-raising day conference. Jennifer herring has advice on motivating, working with and supporting your board to help them step up to their fund-raising duties she’s president and ceo of the maritime aquarium at norwalk in connecticut and also revisiting your twenty twelve prospect plan. Maria simple, our prospect research contributor and the prospect finder those a midyear checkin of her new year’s ideas on your twenty twelve prospect plan that was back. On our january sixth show have you hosted those cultivation events that she recommended and used them as prospect research tools? Do you have your free google lorts set up? We’ll recap a few of those ideas from january and between the guests. Antony’s take two nearly one thousand new york city charities lose their tax exemption. I’ll explain what happened to their exempt status and that’s not limited to new york. You can use the hashtag non-profit radio to join the conversation on twitter. Andi i very much hope that you were with me last week when it was got women donors from last year’s fund-raising conference and also maria semple was on last week sharing strategies for using linked in. Right now we take a break, and when we return, i’ll have the first of my interviews from fund-raising day this year. Stay with me. They couldn’t do anything, including getting ding, ding, ding ding. You’re listening to the talking alternative network, waiting to get you thinking. E-giving cubine money, time, happiness, success, where’s, your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com oppcoll are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to the talking alternative network. Welcome back, it’s time to motivate your board for major giving. This is the first of my interviews from the fund-raising day conference hosted by association friendraising professionals new york city chapter just last friday. So this is the first of the ten that i got years. Motivate your board for major e-giving with jennifer herring, welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve, we’re in the heart of new york city in times square at the marriott marquis. My guest right now is jennifer herring. Jennifer is president and ceo of the maritime aquarium at norwalk, and her topic is major gifts two point oh, straight talk for your board, jennifer. Welcome to the show. Thank you very much, tony. I’m glad to have you on dh. Thank you for taking time in a busy conference day. A pleasure. Why don’t you acquaint listeners with the work of the maritime? Aquarius. Ah, the maritime aquarium is a regional aquarium located in fairfield county, connecticut, that serves primarily connecticut in westchester. But the whole tri state region it’s focused on long island sound. In fact, it’s, the only aquarium focused on long island sound our mission is to inspire people of all ages to appreciate long island sound and protect it for future generations. We have a wonderful collection of long island sound animals and a lot of ability to touch and directly experience animals. It’s a very intimate aquarium. Okay, we also have a very large education program that reaches out primarily to underserved students around the tri state area. And how long have you been there? I’ve been there for going on eight years now as the ceo. Okay, let’s, get into your seminar topic. Major gifts two point oh, straight talk for your board. You’re encouraging gift officers to be change agents around board fund-raising way. We’ll have plenty of time for detail, but generally what’s what’s the problem that you see, i think that the challenge with boards is to keep them engaged. Getting them on the board is on ly step one all fund-raising especially major gifts. Fund-raising is about personal relationships. And just like any friendship, personal relationship needs to be cultivated and maintained on a continuous basis so you can get getting people on the board is the first challenge and talk a little bit. We want we want talk? A little about recruitment will get sacked, right? But once they’re on the board keeping them engaged, challenging them with meaningful ways to be connected with your organization, it’s an ongoing challenge and the strategy behind that is something that the development officers can and should play a significant role in. Okay, let’s, let’s talk a little about the recruitment of board members. How do we make plane? What the fund-raising expectations are at the recruitment stage? I’ve done that for many, many years, no there’s always a conversation, you know, once you’ve i met, the person cultivated the person enough so that your at a position to have a conversation about whether they want to join your board. And of course, that person has to be somebody who’s passionate about your mission and somebody who is going to bring something either some expertise or capacity or preferably or a network of contacts are preferably all three two the nexus of issues that the organization feeling you have ensured that the person you’re recruiting is bringing something, what one one to a little three of those? Absolutely because, of course, the ideal boardmember brings wealth, wisdom and work. And we want to engage all three. So you’re having the conversation and it’s almost always conversation, at least in my current job between me, sometimes with another trustee and the perspective person and i just lay the expectations out on the table. Now we have kind of a sliding scale of expectations, depending on the capacity of the person the board has voted. This is a small organization, it’s, about a ten and a half million dollar budget and how many trustees are there there at the moment? Thirty one that’s large could be that’s a lot that’s. A lot of trustees, partly because in a cultural institution, being on the board or on a committee of the board is the only way you have a connection there. No grateful patients. There are no alumni. You have to create a connection and keep it going. Okay, and the board is a very important way to do that. So getting back to the recruitment conversation, i always put a specific number on the table. Um, and it can be as little as the minimum annual gift that the board has voted. Should be the minimum, which is twenty, five hundred. Dollars uh huh. Often i will say site a larger annual gift if i know the person has more capacity plus either giving ah, e-giving or selling a table to the gala. And then we’ve been in a campaign mullet for the last five years. I usually say, you know, once you’ve gotten involved in and been a member and really gotten connected, we will be coming to talk to you about a major giff ok? And the first number that’s an annual number that’s an annual number. Okay, so you’re very clear about the expectations, do you? Do you do this in writing and let the person take it home to take it to the office and considerate or this is really all verbal well, what we give them in writing, we don’t give them the expectation and writing, okay, we give them the role of the board. You know what? What our expectations of them are in terms of their responsibilities and what they can expect of us in terms of response. Civilities, we give them a lot of background material about the organization would let them see who they’re colleagues on the board would baby give them. Aboard list, but we don’t have, you know, a pledge form that they have to sign beforehand. We figured that the verbal conversation is enough, and then we solicit them ah, at the at year end or calendar, you’re a fiscal year, and we have a june thirtieth fiscal year for what we’ve talked about. All right, now you have a new boardmember they’ve they’ve accepted based on the expectations, what is ah, board training look like for brand new board members around? Fund-raising well, we don’t have a really formal training for us it’s on the job, maybe they go on other calls, outgoing calls with others or what we mostly do. We have a pretty elaborate committee structure, one of which is this is a campaign committee, but a marketing committee of finance committee, education committee and exhibits committee, so we use those committees to get them connected with the meat and the program of the organization we use the gala committee very actively to engage people in soliciting tables for the gala. That’s in some ways, the easiest kind of fund-raising to do because it’s very transactional, then there’s a a certain small kadre of leadership volunteers. Who have made major gif ts and who are in powerful positions in the board that i work with personally to develop specific ask strategies that they participate in to go on called fund-raising calls with terrorism that’s sort of on the job it’s on me. Okay, so it’s on the job training because i’ve i’ve found i’ve worked it now for non-profits and i in none of them has there ever been, you know, you get the whole board together and you have a little fund-raising training thing. We tried to do that, actually on a retreat in two thousand eight, the week that the stock market was falling apart when we were about to launch our campaign and had a little role playing about how you ask, but that contrived, right? So everybody knew everybody knew was staged its quite trust, and i found that it’s much better to work directly with the person who’s agreed to go on a call with you, and what i do is write a script for that person, and i do it for myself too about you know what the objective is, how much we’re going to ask for what the background. Is the, you know, the background, research, the relationship with the person to the organization, and then what each of us is going to say, e-giving lending, e-giving e-giving, ding, ding, ding, ding! You’re listening to the talking alternate network, get him. Cubine money, time, happiness, success, where’s your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative 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. Oppcoll you’re listening to the talking alternative network. Treyz i’m ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Yeah, so you actually rehearse since you have a school to do, you practise the meeting in advance? Well, i practice myself. I mean, i sit in my office and speak the script, and i often will have a telephone call with the person who’s going with nato to go over it, and they used these scripts. They work really well to shape the the conversation and, you know, it’s sort of various whose mouth, the actual ask is going to come out of it most often comes out of my mouth even if we’re going with a peer, but it doesn’t matter, really, because the presence of the pier there makes all the difference. And why don’t you say a word about that? For people who may not recognise what what’s the value of having is someone someone alongside with you, who’s a a peer of the of the person you’re soliciting. So having somebody who’s involved who’s already made a major her gift who’s giving their time and and treasure to the organization validates the organization for the person that you’re asking the money for and sets a bar down four for what they’re doing, especially if it’s a trustee because the trustees are supposed to be the ones who care the most were the most invested and therefore need to be the biggest investors in the organization. That somebody on the outside of the organization is always looking. Two how much trustees were doing and how much in particular that trustee who’s asking has done to help scale their level of gift thinking. So so here’s an example. Actually, this isn’t a trustee is somebody whose son is a trustee. And who i’ve tried to get a trust to be a trustee for years has taken on the project of raising money for a new research vessel, which is a two and a half million dollar project. He’s in the shipping industry. He’s. Very passionate about it. He cochairs the committee he brought in the person who’s. Um, project managing the project. Who’s built many boats. He helped move us to the decision away from retrofitting an old boat to building a new boat from scratch. He agreed to raise the money. He gave a half million dollars lead gift. And i took him to see ah, prospect that’s been in our family at about the ten. Thousand dollar level for a number of years. Who we honored it, our gala, who we’ve cultivated pretty thoroughly and whose connection to the aquarium was around our existing research vessel. So we went and sat with him right before christmas in their kitchen. Sam uh, the gentleman who’s leading this project talked about it very passionately talked about what he’s done, and that is instance, the actual ask came out of my mouth. We left them with materials. But then the leader that the head of this effort played golf with the prospect in florida continue to cultivate him on his own separately from anything that the institution was doing. And this gentleman stepped up with a half million dollar gift, matching the lead gift for matching the lead gift. So it was a long cultivation effort, probably going on for five years before we got to the critical moment where we found the right project that connected to this person’s passion. And i’m sure that the fact that he was being solicited by somebody else who had made a gift at that level was one of the things that determined no, his i mean, this is somebody with a lot of capacity. Who’s named things all over town. This also speaks to the value of the long term relationships that you mentioned now that may not have been a long term relationship, but it was the beginning of it was the beginning of a relationship between those between those two between those two. Absolutely and and there is the long term relationship with the institution. Find this gentleman the person who made the five hundred thousand dollar gift had been involved with the institution for at least five years. But between these two people, right, a developing relationship, correct? See each other’s piers on dh makes it tougher for the person solicited to refuse. The other thing usually is that when you’re going to have a solicitation call, the person that you’re soliciting knows why you’re coming to see that it’s not a surprise way don’t want toby blindsiding people you want them to know, right? I mean, you basically set up the meeting in a way that says, i want to come and talk to about this project for this campaign or so that they know what it is and if they don’t want to be solicited. They won’t take the meeting mostly right? Let’s talk about the role of the professional fundraiser in supporting lord fund-raising what do you see as the the role? Well acquaint people with the structure at the aquarium? Do you have? Ah, vice president, director development? Yes, there are some gift officers or we have it, but we have a very small development, as we have in highly experienced director development who’s been doing university development, heading university development departments for thirty years. We have a person who does foundations and ah latto the patron program and various other many aspects of fund-raising is sort of the director of the annual fund, but he’s also doing major gift so it’s not very good at everything that it is typical of a small shop. We have a person who does the gallas and corporate fund-raising we have a person who does membership and the acknowledgment of gif ts and some fulfillment of patron level gift, which is a thousand dollars for us, we don’t have very many patrons and and that person has an assistant so it’s basically five, five people in there, other things that are being done out of this. Opponent who eyes the liaison to the board for fund-raising assume it’s, the it’s, the director of development and to some degree that the person who manages the gala because the board is so involved in the gala so and and also the personal i would say that there are three of our gift officers that that have relationships, not with every boardmember but with some board members, and then since you’re giving your your topic is major gift, right, what’s, the what’s, the support that the director development probably is the one providing to the to the board around around major, gifted director, director of development it’s mostly providing support to me around major gift activities and that’s possibly because i have such a strong fund-raising background was the ceo. I mean, that’s what i’ve been my career has been for thirty years, so we talk about strategy. He identifies prospects, does the research. He does a lot of personal cultivation with these people, too. So he makes friends with them. He talks about his travels there, travels. He fixed us up with theater tickets. He does things that just brings them closer to the organization. He’s very active. In working with the board on small, intimate cultivation dinners, that’s something you ask board members to do? We asked members events and not in the way host them right in front of our biggest exhibit, which is a shark tank. So you’re you’re having dinner with the sharks swimming around in this elegant table. There’s, you know, a maximum of twenty of you there’s, some interesting intellectual guest, either professor from yale or the principle of our partner school that’s closing the achievement gap or somebody like that, you’re there with a bunch of peers that the board members bring to the table and that’s part of the cultivation effort that’s proven very successful and really important in moving people into major gift relationships with us. What do we do with or four board members who have a reluctance to do fund-raising now, even at the so even going back to the er, teo bringing them on, bring them on the board, the recruitment if they express our reluctance, they have skills that you need and they’re willing to do their own giving maybe a maybe a much higher level than the twenty five dollar minimum, but they have a reluctance to do to be asking people for money, what can they be doing around fund-raising we just don’t bother with them because we don’t have time, frankly, so you wouldn’t accept that kind of a boardmember no, no, we just leave them alone to what they’re doing, okay? And don’t try to make them do something they can’t d’oh. But even if they can’t ask there not comfortable asking, they could, for instance, host the hosting events so that’s were constantly, uh, trying to get people to bring their friends to our events to our friends of his are exhibit openings introduced people to us, and every year when we have aboard retreat, they all the people there pledged that they will do that and every year on ly a few of them do it word definitely working very hard to get boardmember sze to agree to host or co host thies, small dinners are shark tank dinners and bring with its great they’re called struck thank dinner. Yes. Oh, isn’t that great? I just read something online that if there was one drop of blood in one million drops of blood or something like that, sort of sense that consensus was that on npr’s website or something it could be but that’s something that that one of our education programs that demonstrates two kids very interesting how they do it with a little drop of tomato juice, being deluded and deluded and deluded, and and they figure out when they can taste it and okay, yeah, so your shark tank dinners so we’re constantly trying to get boardmember is to bring their peers to shark tank dinners, which is very difficult to do, and only a few of them are really able tto leverage those kinds of relationships. It’s, you know, we have in some ways a naive for this is not new york city, and this is not new york city fund-raising with the kind of power boards that i’ve worked with at the new york public library and the wildlife conservation society it’s a very different kind of bored, maybe many of these people are being our board members for the first time, some of them are, you know, business people may be in the upper middle management of the bank, and there they don’t have that kind of reach into rich people community that um, that is common in new york. On the other hand, fairfield county has a huge amount of hedge fund wealth and a huge amount of maritime wealth, although in this economy, that’s less than it, wass. And we’re getting more and more of those kinds of people on our board who do have a network and are able to to bring us at least to get this us in a room with them. Okay, then the challenge becomes how two convince the sector. That is more and more about venture philanthropy that has measurable impact. That there’s something for them at the maritime aquarium? Yeah, on dh. Well, we want to stick to the board fund-raising topic, but i know that impact and outcome assessment is very here for lots of charities. And yes, it is a struggle for cultural institutions to do that. Although it sounds like maybe around your education in this job we do. We are able to do that around our education on shifts and initiatives in some very interesting ways about closing the achievement gap, and one of our trustees made a very strategic a gift to us that allowed us to do a case study about a partner school that we’re working with and what impact our partnership has had in their achievement there. Rising achievement of school that’s almost all inner city kids. Jennifer way have just about a minute left. And i want to talk a little about the case for support on dh analyzing that case for support again in just a minute. So what’s your advice around scrutinising that you need a strong case for support. You need your board to be able to deliver it in an elevator speech s so that they can be great ambassadors for you. The case for support is what’s going to make people give? They have to understand that you have to teach them through your case for support that you are an institution that can help them change the world, that they can change the world through your institution, and get the joy and satisfaction of doing that through their philanthropy. The the elevator speech for board members, do you help them write it? First? Talk about what we have definitely done that, and we’ve done it in various ways. The elevator speech should have a certain set of statistics, and i’ve actually gone so far as to take a business card and write him out that they can keep in their pocket this citizen. But the elevator speech also has to connect to the passions of the boardmember so that they can talk about the institution in a way that that communicates the passion that they bring to it. So every boardmember doesn’t have the same elevators, no every boardmember doesn’t and shouldn’t have the same elevator speech. Excellent advice. Ok, it goes to what? What? What moves them the most. What moves down, right? We have to leave it there, but thank you so much, tony. My pleasure. Jennifer herring is president and ceo of the maritime aquarium at norwalk in norwalk, connecticut. Pleasure. Thank you very much for joining me, jennifer. My pleasure. Thank you, toni. This is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve marriott marquis, hosted by association of fund-raising professionals, new york city chapter. My thanks again to the folks at fund-raising day and jennifer herring. Right now, we take a break, and when we returned, tony’s take two, and then it’ll be maria semple revisiting your two thousand twelve prospect plan. So hang around. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. 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 on tony martignetti non-profit radio my block this week is nearly one thousand new york city charities lose tax exemption the new york city department of finance ah revoked the property tax exemption from nine hundred twenty five city based charities because they failed to demonstrate a legitimate charitable purpose. They lost their property exemption for what? For property that they owned. And, as i say in the blogged, something similar to that was reported in the new york times last year and and the block post has a link to that coverage, i think the lessons for charities are you need to stay true to the charitable mission that got you. The irs is designation of tax exempt however, many years ago that was and in the case of one of the charity’s sighted, but you’ll see in the blogged from new york city, that was nineteen, thirty four and but now, obviously, new york city is challenging that. So you need to stay true to that charitable mission that got you that original tax exempt designation and i think, also need to stay in compliance with state and local regulations. And laws because i could see compliance being linked to keeping your tax advantage at the state and local level. And that’s all we’re talking about. We’re not talking about federal tax exemption. These were ah, this is all state and local tax advantages also want to remind you well, that’s on the block and my blog’s is that tony martignetti dot com and that’s, this week’s post. I also want you to remember that we have a linked in group and on the linked in group. You can tell me what you ah, i have as ideas for future shows. Or give me feedback on previous guests. When if you’d like to say, please check us out on linkedin. And that is tony’s. Take two for friday, june fifteenth the twenty fourth show of the year. The year is almost half over. How is that possible, maria? Simple. I know your air right in here. Hello, maria. Simple. How are you? I’m doing well. Maria is the prospect finder she’s, an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor prospects now and most importantly, she’s, our regular prospect research contributor, and this month we’re revisiting the twenty twelve prospect plan maria from the january sixth show. You had some ideas back then, i did absolutely so i came up with kind of a list of things that people could do, and i thought i’d be a good idea to revisit it now that we are hard to believe midpoint in the year of twenty twelve already, i know, um, so not to revisit the entire show, but some of the tips that we had, we brought to the table at that point we were talking about, you know, prospecting from within your database in-kind of mining that database and tips for how you can keep up with some of your top prospects. But we also talked about proactively identifying people outside the database and bringing them into your organization to learn more about your missions and by hosting by hosting some cultivation events, right? Right. So we did, you know, talk about cultivation events. My suggestion had been to in the first three months of the year, really trying to identify people from within the database and proactively identified people outside your database that you might invite some cultivation events and then try and hold those events in second quarter. So let let’s assume that people may have taken our advice hosted one or two cultivation events, but if not, we have some lessons or we have some ideas to get started. The year’s not over and it’s only half. So you can still, you know, implement all of these and just think about shifting the tips into the second half of the year. That’s even we have even more than half. This is only the twenty fourth. So twenty four, twenty four, fifty seconds have passed. So what is that? Twelve. Twenty six and then it goes down even further. Teo six, six, eighth goes from all right. Well, you have more than half the year left. Yeah, just a little over half the year. So all is not lost. But anyway, let’s, let’s talk about some of those. Those tips that we talked about, we mentioned identifying maybe the within your database. Who were those top ten to twenty gifts that you’d received in the past year. And also your top ten prospects in terms of lifetime giving to your organization and, you know, inviting those people to attend a cultivation event. Now, you know, sometimes people refer to these parlor event. You know, whatever terminology want to use, the event can be held at your facility. If you have a facility you want to showcase or outside in somebody’s home. So in particular, if you have somebody you’re affiliated with with your board or another volunteer who’s willing to open up their home, particularly if they have a lovely home. And really, the setting would work very nicely for us. A small, intimate gathering. The key to remember here, there’s no. Ask at that. You know, that could also be on site. You might have. You might have a very interesting place for people to gather on site i in the interview that everybody heard earlier in the show. Jennifer herring is president of the maritime aquarium at norwalk in connecticut. And they like to host things in front of the shark tank. Right? So it could be a small gathering. If you have a small shark or maybe have a gecko or, you know a hamster, you could host a small group in front of a little aquarium. With, you know, eight or twelve people watching the hamster go around in a wheel, i mean, that could be compelling. Yeah, certainly if you have a facility that lend itself well to that type of gathering that’s great. I attended something recently at the liberty science center here in jersey city in new jersey, and it was a fabulous event, and so, you know, just get creative and think about what would draw people in. Is it the space? Is that this person’s home on dh? The key is to really be able teo stick to the time frame that you tell people it will be, particularly if you’re going to do it around some sort of a breakfast event, people need to get on with their day, be a little bit more lax if it’s an end of the day event, but from a prospecting or prospect research point of view you want to think about while you’re attending that event, listening for, you know, some of the general interests now, you know, i’m assuming that a lot of the people that are listening to this show may be from a smaller to midsize non-profit so the person taking on the role of prospect researcher is either the executive director is the development director, maybe a communications director. Whoever that person is that also does some prospect research at the organization should be in attendance at this event with the so purpose, really, to do a little bit of intelligence gathering. Yeah, you want to be you want to be making sure that people are that staff, if you do have multiple staff, you don’t want them huddled together over in the sort of the room, even if it’s just two or three of you, you know, huddled in a corner, chatting or all seated at the same table if there are multiple tables, that’s, a that’s, a big mistake, you’re not you’re not going to be out talking to people as much as you could be, right? So this is an opportunity for you to showcase your non-profit but also to elicit a lot of wonderful information that, quite frankly, a lot of instances you may just not be able to find this information online. So so what type of information might that be that you’d want to elicit as wearing your prospect? Just general interest just engaged the person in conversation on and be a good listener that is just so very keys just to really put your listening ears on. And we’ve talked about we have talked about that in the past. Thie radical listening, which came from a previous guest. Melanie schnoll begun. And then you picked up on radical listening and recommended it as prospect research vehicle. Right? Total cultivation event is a great place for you to become a radical listener. So gent general interests that they have any family information that you khun gather sometimes there might be information about children, ages of children just to get kind of get an idea of where they are, what point in their lives that they’re at. Um, are they you know, more of a plan giving prospect for you? Are they really just starting out in their lives, their careers, and have very young children? Just you want to be genuinely interested in in their lives? S and and what? What it is about your work that appeals to them, right? And one way to find out about that is, well, obviously to directly ask them. But it’s also interesting to try and gather where else? They’re volunteering their time. You know what other charities air they particularly interested in so that you can try and figure out? Well, gee, just, you know, the programming and then services that we offer does it a line at all with what this family has in terms of their general charitable interest. So in the case of the maritime museum, they might be thinking about, you know, china, find out what you nowhere else these people are are spending their time. Are they interested in other maybe water conservation efforts, other charities that really address water quality in the long island sound? You know, things of that nature, and so for sure, you’ll know that you’re on the right track and engaging this person in additional conversation. So, you know, that might be a great way to find out where they and their spouse volunteered their time also vacationing. You know, this is a great opportunity for you to say so, you know, do you have any exciting vacation plans for this summer? Uh, so, you know, be listening for responses like, yeah, we’ll be spending, you know, the entire month of august in our home. In the hamptons, you know, they say that nature good to know just just generally find out what type if they say no, we’re doing this stay cation thing this year, you know, pick up on that cue, um, and then really, really important the circles back to something we talked about in the january show is to be able to really create some sort of contact reports on capturing critical information that you’ve been able to glean from the, uh, from the cultivation events. Right now, we have a great dahna database right now, back in january, we talked about we encouraged i think it was the eleven percent that didn’t have a computer database to look at the clouds packages that available, and you went into detail and on that in the january six show, so hopefully some of those people have converted teo computer databases, right? And if they’re still in there, sort of in the shopping phase, i’ll just remind them real quickly that the two websites that that might be something for them to check out that might give them some additional info on what’s available out there. Idealware dot or ge talked had a kn article about how to select a database and tech soup dot or ge is a good place to find some low cost and free tech advice. So, you know, check those out if you’re still in shopping mode. Andi, i you know, i truly believe that cloud based is the way to go it’s just going to give your staff and your board the most flexibility on dh then your point about saving that valuable information that you that you learn at a cultivation event in that computer database or if you’re not computerized yet, i guess you know, you you print up a contact report and put it in a person’s folder, right? Exactly and, you know, it’s really important, like, just just like you don’t want that staff to be all congregating together in the corner, it’s going to be very important after the event post event very quickly thereafter within a day or two to have a debriefing if it’s not a meeting, get a conference call going, you know, there’s free conference services out there there’s no reason why you can’t just say, you know, knowing in advance the date of the event, let’s say it’s a thursday evening by by friday midday, you could be having a conference call in have that scheduled way in advance that you’re going to have a debriefing call, you know what were the important point? Somebody found out from speaking with some of the people, and you may want to actually pre-tax fine people, right? So if we know in advance that mr big bucks is going to be there, why not do a little pre advanced research on him and find out a little bit of information? And so that a boardmember can be assigned to perhaps be the person to you know, just have a discussion and you can even try and figure out who the best four person would be, that you’d want to make sure cultivating that individual during the way we’re going to take a break. I want to emphasize before we do one thing that you said, which is in terms of inviting people, look a tte donors who have give been giving for the lifetime large donors over their lifetime, so individual gifts may not be so large, but they’re giving history over the life over their lifetime with your organization. Is quite large. Those air also good people to invite. We’re going take a break, and maria simple will still be with me after that break. And i hope you will, too. 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 psychic readings. 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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 fridays, one to two eastern on talking alternative broadcasting. Talking. Hi there and welcome back we’re revisiting your twenty twelve prospect plan with maria simple maria just teo wrap up that topic on cultivation events. Was there anything more you wanted to say about that before we get to one of the other topics from from january? I would say in terms of pre imposed cultivation event, there are a couple of websites that you might want a bookmark to be able to do some of that general research on an individual that might be attending or might have attended anay event. I outlined some of these in the going beyond google article that i have on my website, and maybe what i ll do, tony is at after the show go ahead into your lincoln page as well as your lincoln group as well as your facebook group on dh post there about what where they confine that exactly, but it’s a suspect finder, dot com and it’s on the resource is paige, so some of those things that you can do is obviously run the person’s name through google. Now the big tip with google is that you want to put quotation marks around a person’s name, so that you’re finding their name as a phrase in google if is so, certainly you could do that. You can set up a google alerts again on the top ten donors we had recommended back in january that you look at the top donors that you have in your database and set up an alert on their name that’s free google will push the information to you so you could find out if something new is happening, especially in somebody’s business career. Now, last time we talked about alerts, i think you had set one on me or we talk about something and you used me as an example. I was lousy results was a wealth indicator. Was that that wealth indicator? What? What, you know, what’s interesting about setting up. Stop using me as an example, right? Google and google alerts is if you google plus now is actually influencing, and we talked about that on one of your shows it’s influencing your search results. So if you are on google plus and you are logged into google, the results are actually going to be skewed more toward social results. So if you’re doing this purely as a prospect researcher. You may want to actually log out of google. Um, your google plus account before commencing your prospect research. Just a tip. I think you might get a little bit more of objective results, if you will. It’s not gonna be so much skewed toward just social sector social media here. And you had you had examples on of other alerts that that people could set beyond the free google lorts, which are which are outstanding. I use them a lot for for my work, right? But you had some examples of others specific newspaper alerts. A lot of the newspapers out there permit used to set up alerts on specific phrases. If you and also the news sources in your state here i track in new jersey, i track and jay is, uh, they send me daily alert just generally what’s going on in the business community. I get those alerts twice a day here in new jersey. So that’s, something you want to consider looking into. What is that publication that covers your state? It might present from interesting opportunities for you because they tend to not only highlight, you know, negative news that’s going on, but also some real positive news and then one of the fee based services that some of your listeners maybe currently scribed, too, for doing foundation research is called foundation search dot com and as paid subscriber, one of the things that you have access to is a new foundation alert service. So if you are subscribed to that service, definitely set up the alert for yourself. They’ll let you know anytime a new foundation is formed on registered with the irs in your state or whatever states you decide to set up, as you know, the alert service and you will be pushed the information through email, then you can check it out a little bit further waken set these alerts up not only for individuals but companies and foundations. That’s, right? Yeah, you can definitely do that as well. Cos and foundations, you want to set up those alert so, you know, whatever it is that you’re looking to track for certain, you want to set up the alert there? Um, lincoln is a great place to research. Somebody pretty opposed an event. Also, they have free alerts that you can set up within lincoln. So let’s say you’re always, you know, prospecting for somebody who holds specific in a certain industry. Let’s say the accounting industry or something like that. Ah, and you want to always be notified anytime somebody new joins lincoln who’s in the accounting field and also happens to be within a certain radius of your zip code, you can set those types of alerts up up to three of them, actually under a free lengthen account to take advantage of that. And have lincoln pushed the information to you, maria, is that using the advanced search? Yeah, yeah. You can do with the advanced search page just to do the search initially and then? Ah, once you set those, you see the search results, you can actually save that search and you’re allowed to save up to three searches. Particularly useful. Okay. Okay, so the cultivation events, the alerts i’ve calculated now the year is six thirteen ths of the way through. So you have you have seven thirteenth remaining to take advantage of these ideas that maria originally recommended back in january. But don’t feel bad, maria. We have just about thirty seconds left. What do you want to leave people with in? This mid year checking this revisiting of the prospect plan i think it’s really just the idea of getting proactive on dh getting their delve into your database proactively trying mine it proactively look for people who are outside of the database that you need to bring in and learn about your organization and really help them stored them along said that they will feed knew names into your organization and be willing to host their own cultivation event. Maria simple you’ll find her at the prospect finder dot com our regular contributor, maria pleasure talking to you, thank you very much. We’ll catch you next month and my thanks again, of course, to jennifer herring and the folks at a f p for ah, letting me be on the exhibit floor last week at fund-raising day in new york city next week, what happened in two thousand eleven? Well recap the years fund-raising with bob evans of giving yusa and returning rob mitchell, the ceo of atlas, of giving we’ll compare and contrast they’re two methods and what their findings are for last year’s fund-raising also scott koegler, the editor of non-profit technology news, returns with going mobile he and i will talk about mobile aps and your mobile website a few weeks ago on tony’s take two i talked about my core beliefs that charity’s need to do better and that they deserve the help that they need. Lynette singleton, from singleton consulting group, is a good friend to the show and she’s, a frequent re tweeter of the show on twitter and she’s offering to help the charity’s need she’s hosting a ninety minute webinar on marketing on thursday, june twenty first, you’ll learn what marketing really is and how it can help your non-profit had a position you’re non-profit conduct a marketing and communications audit and develop a marketing plan to achieve your goals. I have talked to lynette and she’s, a smart lady, and you’ll learn a lot from this webinar non-profit radio listeners get twenty five dollars off registration used discount code non-profit radio that’s two words it’s on thursday, june twenty first at two thirty eastern and you register at s c g the number four non-profits dot net cg four non-profits dot net to register for lynette singleton’s marketing webinar you can keep up with us on the facebook page like us. On that page, you know where to find us live. An archive non-profit radio dot net is for the archive. That’s. Our apple page are apple, itunes, paige. The show’s hashtag is non-profit radio on twitter. Use it often. Our creative producer is clear, meyerhoff sam liebowitz is the line producer, shows social media is by regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday went to two p m eastern at talking alternative dot com. You couldn’t do anything to get good ending. You’re listening to the talking alternative network, get anything. Thank you, cubine how’s your game. Want to improve your performance, focus and motivation than you need. 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095: Got Women Donors & Lovin’ LinkedIn For Prospect Research – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Michele Walsh, director, leadership gifts, at U.S. Fund for UNICEF & Travis Fraser, director, major gifts for United Way of New York City

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

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

View Full Transcript
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Welcome to tony martignetti non-profit radio on friday, august twelfth. I’m your aptly named host tony martignetti hope you were with me last week when it was wild woman fund-raising i had mazarene treyz consultant and author of the wild woman’s guide to fund-raising she was with me for the full hour to share her thoughts about career social media grants, manship and mohr. We did our live first tweeting last week, and we’re going to keep that up this week when it is got women donors from the fund-raising day conference in new york city this past june, we talk about successful initiatives to expand your female donor base through targeted and appropriate cultivation, solicitation and stewardship. My guests are michelle walsh from the us fund for unicef and travis fraser from united way of new york city second half of the show linked in for prospect research i’ll be joined by our new regular contributor maria simple the prospect find her, she’ll be sharing strategies for using linked in to find people and organizations who could be your employees boardmember sze volunteers and donors. As i said, we’ll be live tweeting this week the hashtag is non-profit radio we’ll take a break, and then we’ll start with god. Women donors you’re listening to the talking alternative network. Neo-sage 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. 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. Zoho 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 durney durney welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis in times square in new york city. My guests now are travis fraser and michelle walsh. Travis is director of mate gif ts for united way of new york city and michelle walsh’s, director of leadership gif ts for the united states fund for unicef. Welcome, thank you, thanks pleasure to have you, they’re seminar topic is success stories got women donors, and so we’re all about talking about female donors. Michelle, why are female donors important? Why are the important they’re important? Yeah, i mean, if you look at research even to start, which is where we were talking earlier today, it’s, they’re making up a larger part of the e-giving population than ever before. So i was just referencing an article earlier where in two thousand five was the first year that the irs had records that women were actually out giving men as a whole. I think it was sametz twenty one billion as compared with about sixteen or seventeen billion so and that’s already, you know, six years old at this point, but they have huge giving power and very often that they make their decisions differently, and we need to be aware of that and that they also are motivated differently, so i think they’re important because they do give and when they do give, they tend to mobilize people, so not only did they give their own funds, but they’re also generating additional support very often and travis. Of course, in the upper ages, women survive men on average, yes, moflow closer tonight. So? So if we’re talking about deferred or planned gift, women become critical because typically they’re inheriting their husbands, their husbands, states or a portion of yeah, yes, that’s that’s true, we don’t deal a lot with plant giving within our women’s group, and i think as our core group of members ages and we start looking broadening, i guess t younger populations, we might start making plans with four plan giving with them, but because of how we’re able to engage them and draw them closer to the organization, they really i thing translate into perfect prospects for for major get for plant gifts in the future. So, michelle, you mentioned different donor motivations women versus men. What are some of the differences that you see? I think that women as a whole, obviously only one particular woman relies right, but that if you look at women as a whole, very often they’re motivated by things that they can connect with and be involved with, so they’re motivated by family, they’re motivated by making a difference. We’ve noticed that it’s not usually being on a donor list or being on a donor wall, they also want to be a part of a community that’s doing something that has results so there really is a motivation about doing. Good in the world and what? What? That accomplishment iss okay, and how do you find that different than than the male donor? I think that it’s not as driven in terms of the connection. So seeing something and seeing what it’s doing hasn’t been as much of a motivator for men in that same when you can have more of ah here’s here’s the information this is what it’s going to do? Of course they want to know what the results are but it’s not as much of a desire to be engaged in the process. Okay, yeah, michelle, your work does include working with older donors seventies and eighties women in those ages. I would say that it’s across the board. So we’re looking at ultra high net worth individuals and that’s really are deciding factor. There are certainly maura’s. You get up towards those hyre age groups of people that have accumulated that type of wealth. I think you spoke earlier with some of my colleagues who were talking about the younger generation twenty one to forty, right? And so we’re looking, really hoping towards getting most of the people to million dollar giver is a leadership. Gifts for us is one hundred thousand, but if we’re looking at that group, they are going to be, you know, tend towards the older end of it, but the representation of what portion of that is seventy to eighty, you know, i wouldn’t know off the top of my head, but there are certainly some people in there that would be in that age group, okay? And when you’re dealing with women of that age, i’m trying to focus. We’re talking about dahna motivations what’s your experience with when the husband was the primary donor on dh he’s, now deceased, you’re going to the you’re going to the surviving wife, what’s your experience around their willingness to teo continue to give, i think i mean it’s so individual if they’re very defined and what they’re giving is it’s, you know, very often on lee really about honoring someone’s memory, but if in order to engage them personally is the only way that i think that you’ll be able to get to that larger gift on dh to be able to do that, we’ve had it in a couple of instances, but getting back to even what the data is. Is that women are making more of the decisions while they’re alive. We know, with the married spouses well, i think travis actually was talking about what i was yeah, yeah, don’t you want to, travis? I mean, there there have been some recent studies out that are really showing that women are making about eighty percent of all of the sort of household financial decisions, whether that be philanthropic decisions, just what they buy, what goes into the household there there really the decision makers and i i feel like as fundraisers, we’ve really been led to believe that they are making it in tandem as a couple on dh in some cases that’s, true, but what we’re really finding through some new donorsearch audis that that is that the female is thie number one sort of decider in that position, okay, even when do we know if that applies? Even when the the husband is the person with the primary relationship to the organization, you know, i’m not sure that it goes that the research goes that deep. Um and i think that anytime you have any part of a couple that’s, the primary relationship, you sort of deal with that primary relationship, but also tried to to engage the other spouse in any way that you can with the work because you really want to see that couple as, ah, holistic entity, you know, it’s it’s, not just one person, yeah, excellent and applies all the more if, if the if the husband is the primary relationship, you certainly do want to bring the wife in because, on average, she’s going to be surviving her husband? Yeah, yeah, you know, and i have to say that being at united way were somewhat unique because a lot of our donors give through workplace campaign, so we’re really dealing with one half of the couple we’re really dealing with the female leadership donor xero followers, or mohr and electing to do that through payroll deduction. So it’s really her decision of what she’s doing with her paycheck? So it really involves her more and what she’s interested in and getting into. I sort of heard interest areas, so that has been very interesting for us, especially in trying to branch out and look towards more individual donors who aren’t sitting in the workplace and developing strategies to get to those people on dh and people that are part of a couple and engaging both of them in the work that we’re doing and we’ve definitely found that. So you know, a number of our male board members and with our particular woman in philanthropy initiative it’s been female board members who have led the charge, but a couple of male board members who have really founded a great opportunity and excuse to engage their wives without them. S so where they’re not just dragging them along to an event that they’re like that’s your cause, but that they’re able teo to feel and ask the questions that they want to ask. Without that, what do you call it? A arm, candy or whatever, however you want to call it in either direction, but that there’s no one there to hold them back or push them forward to engage and it’s been a really good opportunity for us to have some good open conversations with the spouse without the key driver, the ky connection president, they didn’t think dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network e-giving e-giving 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. Dahna looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com hey! 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. Oppcoll zoho do either of you or maybe both of you work around getting volunteer engagement from from females? Is that a part of your work? Or was it all just related to financial giving? Our entire program is volunteer related thie group that i manage is called women united in philanthropy on dh it is managed by a group of volunteers who come in volunteers steering committee that really charts the course of everything that that does so how do you start to get people engaged in that volunteer steering committee? Well, it really has been through the work of other steering committee members, we’ve been around for nine years, and this is a women’s this women’s group. Yes, it started from a conversation we were challenged by a female donor, two who asked us what we were doing to engage female donors, and we didn’t really have an answer for her. So we had a female boardmember who was very interested in getting to an answer. So she opened her home. We took a look at our lists of donors and sent out invitations to a number of our female donors to come together for a round table conversation and what came out of that conversation was very core group of dedicated women who really wanted to build something, and from that, we’ve been able to build a program that really engages women in the topic area that we’re raising money for, which is youth empowerment, and we are able to really talk about the issues that were that that we’re working towards. We give them opportunities to volunteer in the programs to see their dollars at work. Andi have educational forums that bring together some some thought leaders in the areas of education and health so that they really feel like they’re a part of the philanthropic process and that’s really what we tried to do to engage our female donors. Travis foster fraser sorry is a director of major gifts for united way of new york city and michelle walsh’s, director of leadership gif ts for united states fund for unicef and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven earlier, i said next-gen charity because we were because michelle, when we’re talking about a twenty one to forties it’s next-gen so it got me saying next-gen which way also be at the nextgencharity conference, but today we’re not they weren’t fund-raising day two thousand eleven, travis, do you see a difference in the willingness of male donors versus female in terms of the the time commitment, willingness to spend time? You know, i think that’s an interesting question, and, you know, i a lot of my work is with our our female group, but also with our young professionals group, okay? And i would say that in our young professionals group there’s really not that discrepancy between the amount of time to volunteer, the males and females of that generation are really wanted to eat together, and i would say that with with people that i’m working with on the women’s group there it is a little bit easier to get women out to volunteer opportunities because i think they just really want to see there the work in the fields, and and i think a lot of times, men, i can take it from you as the fundraiser to hear about what their work is doing. Our work is doing it. Michelle, do you see a difference between men and women in terms of their their desire for understanding outcomes? And what the impact of their gift is, is there a difference across the genders there? There probably is i think that women are often underestimated and their willingness to really want to do dig into the data and the financials and all of those pieces. And of course, if your stereo tell you, you know that they wouldn’t get it or that they don’t want to really spend time with a balance sheet or that they’re more emotionally driven or whatever the some of the negative stereotypes are on. Some of them were positive, but does though, right? But i think that women do want to understand what what the back end thinking is, and particularly as you deal with the higher end givers and the more sophisticated philanthropists, they know what they’re looking for, and there are certain delivery bols that they expect, and there are certain organizational structures they expect to be in place with their financial or otherwise, and they ask those questions, and they think very seriously about where they’re going to give their money, you know you’re going through, i can piggyback on that, you know, we have a group of our committee that comes in and meets with our program’s staff to really talk about what they’re doing and and what the investment that women united has made in united way is really is doing, and they ask the toughest questions they want to know exactly what the budget is. They want to know what the money is being spent on, and i think that that is the thinking that you were alluding to earlier is completely backwards. I think they really want to understand the entire issues they want from from costs of services to then what the services are actually doing, that they really want the whole full, holistic three sixty view of initiative. Michelle, you’re experienced. Yeah, and i would say that we’ve sound found more different is between sectors and where people worker identify themselves and professional sectors than male female. So, you know, sort of the hedge fund circle has a certain way of thinking about a problem, and they’ll come at you with a set of questions that are almost predictable, and lawyers have a certain way of approaching it more so than a cross gender lines. I’m not going to ask you to comment on your own individual situation is that united way or united states fund for your staff? Generally, do you see women adequately represent went on boards? So from where i said, i think there’s a couple of key pieces, one is that our ceo is an amazing female leader, and that has really set the tone and a lot of ways for not only supporting our initiative with women philanthropists but inboard leadership. So the four, therefore women, all board members, that air chairing our women in philanthropy initiative and the strategy around engaging ultra high net worth individuals to support the u s from for unicef, and they have all stepped up phenomenally, and i think it’s been critical in having those female representatives on the volunteer level onboard leadership roles, and they represent really influential rose rolls and the rest of their lives, and they’ve brought that to bear on this effort. It’s been absolutely critical about your travis do you worry about again? Not necessarily united way, but do you worry about there being inadequate representation of women on boards? I think there’s there’s more work that needs to be done, but i think that a lot of organizations are realizing that women make very, very strong boardmember is there much more thoughtful about the issues? They really want to understand the full picture of what is going on, and they don’t just sort of make those knee jerk reactions that sounds like an ideal boardmember and and, you know, i can say for the united way system, we recently did a survey of the one hundred and twenty different women’s leadership groups that united way has across our system, and what we have found, which is astounding, is that from the year two thousand seven to two thousand nine, which had the huge financial meltdown united ways that had boards with that were made up of thirty percent or more female participation, their women’s group grew about twenty eight percent in fund-raising and fund-raising and dollars contributed just versus those united ways that had less than thirty percent makeup of women on their board grew their fund-raising grew one percent. So really shows the power i think, of women to really come together, rally around a cause and get people to contribute at very, very critical times, i have to say credit to the person who thought toe look att that variable female representation on the board that’s not that’s, not a very and its outcome in fund-raising that’s, not by any means a typical variable that you would see and look at the outcome of the correlation with interesting let’s. See michele, in terms of let’s, talk a little about, like nuts and bolts. I don’t want to spend a whole lot of time on soliciting women, but we’ll spend a couple of minutes you have advice that’s particular to women about asking, you know, your your work is an ultra high net worth but not necessary, you know, generally soliciting women advice? I don’t think it’s any different than soliciting a man because i mean ideally still stations at that level happened face-to-face one on one and it’s doing good fund-raising and reading people’s faces and listening to the cues and paying attention to what they’re interested in and compassionate about or passionate about. Rather, i think in that regard, it’s all the same, some of the messaging and the way that we engage them leading up to that is where the differences okay and that’s, the stuff we’ve been talking about. Exactly travis, how about for you closing thoughts, i think, really, the only thing that i would add is just making sure that there is a really good next step for them to be involved in a substantive way beyond writing the check, whether that is taking them out on a program visit to go see see the work, whether they they’re volunteering at a school, whatever it is, just make sure that there there’s a really solid next up for them to get involved because they really want to get involved, okay? I just realized we have a lot more time than i than i thought you’ve done yourself. You had your seminar already today or it’s coming up, we had any provocative questions from the audience that you want to share around the subject. We’re interesting, yeah, i was talking to some of my colleagues and some of the other sessions and comparing notes on questions, and i think the one that i heard that came up in all the questions was sort of how to say no, no to a gift, no to the wrong gift or no to a donor who wants to direct very specifically, in a way, that’s. Not in line or give them right. They want to make a decision. That’s not really their decision to make and navigating that. What was your what was? Did you have that in your session or what? Wait. Okay. I know. I mean, i have one of the most important things. Is the fundraisers to know when to say no? And how does they know? And it’s? Not always easy and not everyone’s. Good at saying no, but giving people what we talked about is creating option so people feel like they’ve made it legitimate choice, but not beyond what your realm of possibilities are. So a multiple choice question as opposed to an open ended question where people can say, this is really what i want to dio bye still not creating the program from scratch and tweaking the little details, but giving them real opportunity to be a part of the experience as well the experience of of whatever the program is. So if it’s, you know, for us, it’s obviously in the field and international development. But, you know, even if it’s the question came from someone who was working in parks, even if it’s a parks project making them a part of how that plays out. How about you, travis? Any questions that came up in your program that you want to share one? Well, i think that that my group is able to direct the money at the end of the year that they raise, and that can create a lot of nervousness, i think, among program staff and really, you know, and i know it’s something that unicef does as well, we don’t just open it up and say, okay, you’ve got this big pot of money, where do you want to put it? You know, we we really bring them in so that they can meet with our program staff and give them sort of a menu of options of where we think they could have the most impact and take it from there because we’ve really been able to develop relationships where they understand that we’re going to give them what we think is bad that’s for the organization as a choice, and it really allows them to feel like they’re making a choice and have an investment in what we’re doing. But then, at the end of the day, we get what we need you at the same time, so the organization obviously has a role in setting expectations, managing expectations, sort of, and michelle is, you suggested the multiple choice question, constraining things so that people are not out out in left field success stories got women donors as thie seminar topic for travis frazer, director of major gif ts for united way of new york city, and michelle walsh, director of leadership gif ts for united states fund for unicef, travis michelle, thank you very much for joining me, thinking it’s been a pleasure to have you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven. That was my pre recorded interview from fund-raising day last june in new york city. Now we’ll take a break after the break. Tony’s, take two, and then, after that, linked in for prospect research, so 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 liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna this is tony martignetti athlete named host of tony martignetti non-profit radio 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 do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design, photography, social media management and now, introducing mobile market. Their motto is way. Do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. Welcome back to the joe it’s time for tony’s take too, but first a reminder that we are live tweeting today, the hashtag is non-profit radio please join the conversation on twitter on tony’s take two this week. My block post is a test of google plus for your non-profit i was interviewed by new york enterprise report for an article on using google plus in small business, and i thought my ideas might help you to evaluate google plus for your non-profit now, of course, caveat, i’m not a social media guru expert thought leader, a small business owner. And so with that caveat, i’ll tell you what i’m doing with google plus and how i’m evaluating it, and you can see if that makes sense for your office or not. I’m really looking at the people who become my friends on google plus and the features that it ends up offering for the business profile pages, which is, you know we know them in facebook as a fan page. Google plus doesn’t have business profiles yet, but we all expect him to be coming, and google says they are coming within the next couple of months, so i’m going to be interested in who the people are, who joined me on google plus either because i invite them or they’re inviting me if they’re the same as the people i know on facebook, i’m probably going to be less likely to spend a lot of time, you know, keeping up a very active profile page on google. Plus, i would certainly have one, but how much time i devote to it is really what the issue would be on the same thing with the features. If it’s pretty much the same features as a facebook fan page, then i don’t really see advantage, but if it has some things that i’m looking for that i don’t see in facebook like for me, it’s ah good calenda ring application and a good, solid polling application like we can do in surveymonkey but built in facebook doesn’t have those things and it has polling, but not really a strong one, so if it has good features, i’ll be again more likely toe spend more time keeping a very active business profile page on google plus, so those are my ideas around evaluating whether to do that for my business, i don’t know if that’s of value to you, it might be in looking at google plus for your small non-profit um, you can see more detail about that on my block at m p g a d v dot com, and that is tony’s take two for friday, august twelfth with me now is maria simple. Maria is our newest regular contributor to the show. She’ll be on once a month. She is the prospect finder. Maria is an experienced trainer and speaker on prospect research and consults with organizations interested in finding and connecting with their best prospects for long term relationships. Her website is the prospect finder dot com, and i’m really pleased to welcome maria to the show. Welcome, maria, thanks so much. I’m delighted to be here. It’s a real pleasure to have you were going to be talking about linked in today. Lincoln has some new initiative for non-profits you want to explain what what’s up there? Yeah, absolutely so what’s kind of interesting about it is that linked in a little earlier this year, actually in may, haddon i po and so now they are actually deciding they’re going to dedicate some resource is in terms of against money, but as well as human resource is to the non profit sector now on ideo aipo means means what jargon jail mary-jo actually started issuing stock, they became a public company, so initial public offense and they actually launched something called lincoln non-profits solutions, and so what they’ve decided is that they have three point six million individual members who actually identify themselves as either employees or board members of a non-profit so they realize that there’s a tremendous amount of potential to help the nonprofit sector and they are actually i’m going to be helping people they back, they’ve launched a page called learned dot lincoln dot com forward slash non-profits, where they actually give the non-profits both as non-profit professionals, but also as organization’s best practices on tips and tools for how to make the most out of the lincoln for non-profit so they’re looking at both individuals and organizations, you say, and that that three point six million, i’m sure there are a lot more than that because there are one hundred million linkedin users, isn’t that right? Yes. So, yes, you are. But you know, what kind of interesting is that? They somehow been able to identify that there, there are, you know, the three point six million who are somehow connected to the non profit sector, right? Because i’m sure, based on keywords in their profile or just the way they what they identify their employer as, but i’m sure that’s low. I’m sure there are more than three point three and a half percent of the lincoln community working for non-profits but so maybe this initiative will will draw out some more. But even with that three point six million, yes, so they have this the the u r l you gave that’s the learning center, right? Yes. That’s correct. They have a specific learning center set up now for the nonprofit sector. And when you’re on that page, if you scroll all the way to the bottom, they actually have a contact a cab. So their interest sted in hearing from non-profits selves non-profit professionals and organizations and board members as to how lincoln can best serve the specter. So they are open to feedback at this point in their formulating this as they go along and you spoke with someone who’s in charge of this non-profit initiative. That lengthened in you? Yes. Somebody who has recently joined linked in his name is brian breckenridge. And he is heading up the new program there. And he’s, you know, he’s very excited and he’s very open to learning from the nonprofit sector. About what, how they convinced serve the non-profits and so since you had a spoke to him recently, any inside track about what we might be seeing the into the future? Well, i don’t have any specifics to share with you, but i do know that they are planning some interesting changes, hopefully that they’re rolling out in the next, you know, in the next couple of months so it’s, you know, they’re they’re formulating this, they’re looking, they’re taking in and looking for feedback at this point and anything that they can do the best help a non-profit sector they’re looking for that feedback at this time, and then they’ll be looking to roll out some new initiatives, i think okay, and you see value in the lincoln non-profit solutions for prospect research. Absolutely i do, you realise linked in for prospect research and for prospecting. So i utilize it in both, eh? Proactive sense as well, as in a reactive okay, let’s distinguish between prospect research and prospecting. What do you mean, weird? When you say those two different things differently? What do you mean by both? By each? Okay, so if i’m doing research on a potential major donor potential boardmember for the for a non-profit and i have the name of that individual lengthen is definitely one of the places that i go to to try and formulate my profile on that individuals. So that is what i would call reactive research. I have the name of someone, and this is one of my tools that i use to do prospect research. Now proactively you, khun, take linked in and use their advance people search feature to find people who might be suitable for your non-profit for connections in a variety of situations, they have a keyword search. You can focus your search down to within a radius of your zip code of where your non-profit is located, you can focus your search down to specific industries, so if you are looking, if you are let’s, take the example of a on environmental group, right let’s say they are looking to connect with more individuals in their community who are involved in some sort of environmental services so they would be able to conduct this search. Now, obviously, when you conduct a search on lincoln, first of all, you have to have your own lincoln personal on dh. This is using the advanced certain advanced search. Is that right? That’s? Correct. Have on the right on the upper right hand side called advance. Okay, you quick, matt. It opens up an entire new search screen that most people haven’t really access, you know, realize it’s there. And the more rich your own network is, the more people you are connected to, the richer the search results will be for you right now. If i were, let me give you two very contrast examples. I actually happen to have over five hundred connections in my lengthen network. So my search results would be drastically different from somebody who is a very new to lincoln and only has a network of, say, twenty, thirty, fifty people. Because you’re always shown how many degrees you’re separated from someone. So the more people i have in my network, greater search results going so so you mean when? You’re doing this advanced search you’re searching all the hundred million people in linked in and it’s telling you which of those are in your first degree, meaning you’re connected to them directly, which are too removed from you, which are three removed from you. Is that what you think you were searching the whole population of linked in? You can. Yes, but you can ask lincoln to just focused down the search results for you to the people you might be first degree connected to second degree or perhaps where you share a group membership. Because there you’re going to be ah, lot closer. You have a lot closer of an affinity and making the one toe one connection may be easier for you. Ok? Suppose you that’s really rich that you can search the whole hundred million. Suppose you find somebody who’s two degrees removed from you and they seem like a very good i don’t know. Maybe maybe we’re provoc betting for board members. Let’s say, for this, for this environmental group that you suggested you see somebody to removed from you. What? Explain what that means. And then how can you try to meet that person? Okay, tony let’s say we come up with let’s say, i do this search and i’m looking for environmental people who and i come up with a guy named oh, i don’t know john smith. And you and i are first degree connected on lengthen that much i know, but let’s say, john smith eyes second degree connected to me through you. That means he is both first degree connected to you. And i am first degree connected to you. So you are the common link between us, right? Ok, so that would mean john is a second degree. So, like those, like those kevin bacon seven degrees from kevin bacon movie. Right? Because he’s been in so many popular movies. Okay, so you can get to him through me, in other words, that’s. Right. So what did you do? How do you do that? Well, lincoln actually provide you with the the there’s a form that you can fill out so that a message would be sent to both john and to you. Looking for that introduction. I could look to be just connect with john directly and say, john, in my my request to connect, i might say john, you and i both know tony. Andi, i think we have a lot in common. I’d love to be able to connect with you here on lincoln. Always modify that that’s that standard introduction that lincoln provides to you never just go ahead and just use the standard intro, you realize those defaults aren’t aren’t very friendly, really there’s really bare bones, but so you’re allowed to your lot to connect with john smith your lot to contact john smith, even though you’re not directly connected to him. That’s correct. I could just send him an invitation to connect and just mention your name in my little intro is toe. Why? I think he and i might want to connect, you know, it’s up to him to accept my connect. Ction request? Sure. Okay, i see what you’re doing it through the request to connect. Okay. I see. On dh. Then the alternative is you could ask me to connect you to him. That’s. Right? I could ask you directly. I could go the old fashioned way. Tony, i could pick up the phone and call you and say, tony, you know, how well do you know john is? This somebody you know very well can you make some sort of a personal introduction even outside of lincoln through an email system. But at least lincoln’s provide you with the opportunity to identify potential boardmember potential donors in very specific sectors. Yes, the phone. You could pick up the phone and do it that way. And that way we don’t have to communicate through linkedin using their default messages or which we would really like. Anyway, i never thought that you could pick up the phone, imagine it could even have lunch and we could talk about it that way. Way. Imagine. See what? See what the web can do. Encourages you to pick up the phone. How do we had we operate without linked in years ago? I don’t know. So let’s, go back to the learning center. Um, yes. So they have. They have suggestions there for individuals and non-profits maria, we have just like a minute before a break. What are a couple of the not for profit? The organizational suggestions on unlinked in. And then after the break, we’re going to detail. Well, you could create a company page at no cost. So corporations, companies. Small businesses are doing this. We i highly recommend that a non-profit create a what they call a company page for their own. Non-profit, and they actually give the example of the american red cross that has attracted thousands of followers on lengthen and so other non-profits may want to check out what they have done. And, you know, look, learn from that and not reinvent the wheel. Ok, well, look att, the company profile and other things. After this break with maria simple, the prospect finder. Stay with us. You’re listening to the talking alternative network. Duitz 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 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 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. 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, sound advice, that’s, tony martignetti non-profit radio and i’m ken berger from charity navigator. Oh! And i’m tony martignetti and i’m with maria simple, the prospect finder we’re talking about using linkedin to find and connect with people who could be boardmember sze donors, employees, volunteers. So, maria, the advice that you were giving before the break is that a new organization could create a ah profile page that’s correct, and i would highly recommend that they do that and the reason tony is and and i’m not suggesting that they should set aside any of their other social media strategies and presences like that they might have on facebook or twitter, but what you want to be able to do here is this is lincoln is the professional network, so you want to be able to, of course, capture the attention of people who are in the business community. You don’t want to exclude this, so this is free, you know, obviously whoever is maintaining your presence on other social media’s would want to be able to set this up and you can upload your logo. You would be able to give a nice description about the organization, provide your website, there’s, even a mapping feature where they tie it right into google maps. So that people will be able to see precisely where your non-profit is located. So, you know, it’s free, and i think that they should take advantage of that. I think the lincoln says there about one hundred thousand non-profits that have company pages, there should be many more that’s, a that’s, a good number, but there should be a lot more. How specifically does this one do they? I mean, how do you create a a company profile or non-profit profile versus creating a personal profile? Well, of course, the help affection of of lincoln is going to be very, very helpful to you, but they also have here they give you some steps on how you might be able to do that right on the non-profit learning center that we talked about earlier, okay? And again, the girl for that is linked in dot com slash forward slash non-profits actually, it starts off with the word learn ellie, are there yet i left. Yes, thank you very much. Learn dot linked in dot com forward slash non-profits thank you. And now groups are very popular and non-profits can create their own non-profits can create their own groups and you couldn’t decide if the group is going to be a closed group, meaning that everybody has to be first approved by some sort of a group moderator thatyou’re going to appoint at your end or it could be an open group. And keep in mind that if it’s an open group, all of the discussions are open and searchable and people can just join the group without any type of moderation. That and what’s the value for having creating your own group after you’ve created your profile. Well, they might. It might be in an interesting way to host certain conversations around specific topics and, uh so they, you know, if you have, if you’re a large enough non-profit and maybe you are hosting even conferences around your specific topic, that is something that you can use the group for if you want to engage people in discussions, much like you might see discussions in other types of groups that people are on on linked in, but it would be very specific to the time of organization that you are in the population that you serve, and after you create the groups than you invite people to join is that how it works. Well, you can’t invite people to join. Yes. You definitely can do that and invite people who are already in your linked in world to join the group. But people are going to be able to find you once you are set up in a group on lengthen. You are now searchable as well. So i remember i was telling you about the search functionality. The groups are a way that people, you know, look for like somebody might look for a live networking group to join. Somebody might be looking for a group around this specific area that you serve. Okay, so yeah. So if your work is for the m r d d community, the mentally retarded, developmentally disabled, you might create a group around the service around dahna discussion around the needs about that for that community in your own communities, you could make it a very localized group. Yes, you can. Some groups are geographically localized as well. But you may not want to limit it to that. I mean, lengthen is a worldwide a phenomenon, if you will. So why not? Why not? Just open it right up and allow people? To tto learn more and you never know where that relationship is going to lead. Okay, um, they also have something called linked in recruiter for for job, for organizations looking for employees, how does that work? So what they’re doing is lincoln does have a recruiting solutions portion, which is a fee based portion to their service that’s kind of steep, isn’t it? Well, yeah, for some non-profits mean, what they’re saying in an article that i read is that they are starting as low as four hundred dollars a month when you could be a little steep saw non-profit but they are, you know, offering these recruiting solutions, if you will, at a discounted price for what they would offer the for-profit world, okay, and that’s, if you’re looking for employees that’s correct, if you look nufer employees, they have they have sort of three separate sections, one is called lincoln recruiter one is called jobs network Job slots and the other 1 is called career pages. Okay, let’s, talk a little bit just in a couple minutes we have left about the offerings for individuals who are in non-profits what what’s the advice that that the learning center gives for individuals. Well, you definitely want to make sure that your profile is as one hundred percent complete as possible. So you want to make sure that your profile itself is rich so that as you go out and try and make connections with people, you will be able tio look like somebody, obviously, that other people really want to connect with that you are a thought leader within your own community, if you will. And so it’s really like a resume on steroids, you know, your opportunity to really shine and stand out from other people, so why not make it that way? Using the status updates, i’s a great way to let people know sharing articles, having to do with sector that you serve if you are a speaker, it’s a great way to let people know where you’ll be speaking, especially as it relates to your subject matter area on dh, especially if you do a lot of speaking on behalf of your non-profit it will let people know where you’re speaking either virtually and webinar format or, you know, live format if people are looking by the way tony and forgot to mention earlier fremery we have just about it, we have just about a minute left. Ok, on the resource is page of my website of the prospect finder dot com i do have a downloadable maria samples top five tips for prospecting with lincoln, so if they’re interested in some general tips about lincoln for themselves on a personal level, this will help them. I think you also learn how to use some of the more advanced features, all right, thank you for sharing that resource page that’s really all the time we have that is maria, said pompel the prospect finder again, you’ll see her at the prospect finder dot com, and she’ll be joining us once a month to talk about her advice for prospect research. Maria, welcome to the show as a regular contributor and thanks for today. Thank you, tony it’s been a pleasure next week, we’re going to lead the leader’s motivating your board to fundraise. Another interview from the fund-raising day conference last june, the consultant, andy robinson and carry kruckel, whose vice president for development and communications at w n tv reveal how to move your board to be the best fundraisers they can be. And the second half of the show explaining earned income are legal contributors jean takagi and emily chan from san francisco. Breakdown what earned income is why it can be good white-collar be bad, why you need to understand it to protect your non-profit and keep it out of trouble that’s what’s coming up next week, you can keep up with with what’s coming up week after week by signing up for our insider email alerts on the facebook page. While you’re there like us and become a fan of the show, please, you can listen to tony martignetti non-profit radio on the device of your choice. Any time you like. By subscribing on itunes getting the automatic download, you’ll find that at non-profit radio dot net on twitter. You can follow me always use the hashtag if you want to talk about the show and the hashtag is non-profit radio on twitter, our creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting his sam liebowitz. Our social media is by regina walton of organic social media. This is tony martignetti non-profit radio. 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093: Charity Transition & Go Offline – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

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

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

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

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

061: Engaging Employees & PR2: Prospect Research, Proactive or Reactive – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

DeShele Dorsey, senior managing director for corporate social engagement at Changing Our World
Maria Semple, The Prospect Finder, consultant in prospect research and author of “Panning for Gold: Find Your Best Donor Prospects Now”

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

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Metoo hello and welcome to tony martignetti non-profit radio we were always talking about big non-profit ideas for the other ninety five percent. I’m your aptly named host last week, our big ideas were prospect research on women donors and learning lobbying limitations for the women donorsearch mint. Samantha cohen of the american civil liberties union was with me and she revealed, had a reveal the giving potential for your female prospects that’s often hidden, and that was the last of my pre recorded interviews from the association of fund-raising professionals, new york city chapter fund-raising day last june and the second segment was learning lobbying limitations, with our legal contributors, jean takagi and emily chan, there with me every month and last week they explained the limitations on lobbying by non-profits what activities are lobbying? How much of it can you do and how do you report it this week? We’re engaging employees. Corporate employees can make gifts to your non-profit, of course, but they can go a lot further as well. Deshele dorsey, senior managing director for corporate social engagement at changing our world, will share her smart ideas on soliciting and closing companies for mentoring probono service boardmember ship service sabbaticals, loaned executives and a lot more and then pr to prospect research. Proactive or reactive. Our regular contributor, maria simple, the prospect finder. We’ll always find it. The prospect finder dot com will explain the differences between the two ways to do your research and how to determine which is right for you, proactive or reactive. Between the segments on tony’s, take two at roughly thirty two minutes after the hour. Have you ever done a favor for someone and then felt that they let you down in some way? I’m going to talk about my block post this week, which is i’ll pick your brain and drop your list. We’re going to take a break, and when we return, then i’ll be joined by the shell dorsey and we’re going to talk about engaging employees, but i want to let you know we’re live tweeting. This show used the hashtag non-profit radio, and you can join the conversation on twitter and stay with us. You’re listening to the talking alternative network. Dahna 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. 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 counsel section. That’s lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Oppcoll 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. Metoo welcome back to the show. I’m joined now by deshele dorsey, and we’re going to talk about engaging employees deshele is senior managing director for corporate social engagement at changing our world of fund-raising consulting company she previously worked for t c c group, where she provided a variety of consulting services to corporate citizenship programs and nonprofit organizations her clients, they’re included prudential, the gap foundation and henry street settlement in new york city. She’s, based in atlanta, georgia, and i’m very pleased to welcome the shell dorsey to the show hyre deshele hi, how are you? I’m doing very well welcome, thank you so much for having me. My pleasure. I want to remind listeners that we are live tweeting the show use the hashtag non-profit radio to join us on twitter deshele we’re talking about employee engagement, but individuals make up the largest portion of total giving, so why should non-profits be looking at companies, corporations? Well, corporations are committed to being good citizens in their community, which essentially means they want to be actively engaged in helping to address issues that not only would directly affect their employees but affect the places where they have operations. So it’s a nice opportunity for corporations to play, play a significant role in making sure where they operate are vibrant and lively. And do you know what what portion of total giving is from corporations? Yeah, it’s generally about ten, twelve percent, i believe a total getting every year and certainly that fluctuates, but his brain pretty consistently at that level. So, tony, you’re absolutely right. The majority of cash contributions in particular, come from individuals. Corporations do make a significant investment as well. Okay, yeah, and ten or twelve percent, i mean, that’s nothing to laugh at, so on it can go beyond ways that a lot of individuals khun give and that’s what we’re here to talk about. So we’re talking about employees in cos i mean, cos there are encouraging or maybe even creating incentives for their employees to be engaged with non-profits yes, absolutely there’s a variety of different ways that boy, you can get involved, and i think what most non-profits are familiar with this, certainly just the general assistance that a non-profit might have some common sort of community based activities such as, you know, going to your local food bank and helping pack pack four words stock shelves or maybe cleaning up a local park, but there are a variety of other ways that companies have looked to incentivize their employees to get out there. You know they have matching gift programs, sometimes employees, they’re just super busy, and maybe they can’t go out in the community. But imagine gift provides an opportunity for employees to give some resource is and double that gift because the company would match that contribution, right? Okay, and that’s on the fund-raising side and we want to go, we want to go beyond fund-raising and in fact, i pulled our listeners before the show and asked, what are your corporate solicitations limited to financial gifts and sponsorships and a hundred people? One hundred percent of people who answered said, no, we go broader than finance just financial gif ts s o we want and we want to talk about the broader stuff. So what are some of the other ways? And then we’ll go into detail on on a bunch of them that that people can employees khun b might be engaged beyond fund-raising and now that’s really great to hear that non-profits are actually exploring all the alternative ways that they can get support from a company, some of the more common ways would be bored service. A lot of companies will look to place their typically their senior managers in some of their hyre level executives on board and serving in leadership roles on those boards, some of the other things that have come to fruition more recently over the past two years, or things like probono service or skills, baseball and hearing. And this is a little bit different than a typical, you know, paint a school cafeteria project, you really looking at opportunities where you can take the employees skills and apply it to a challenge, one issue that a non-profit might have. So for example, you know, if a company sorry non-profit needed help with their human resource is activities and building out, you know, a talent management program, then the company has those skills, and they can apply them to the non-profit so this is sort of the company seeing the its its employees as assets beyond the contribution that making the workplace but but seeing them as assets for charitable giving, using their talents absolutely and there’s more and more of that happening, we see a lot of work being done in the environmental space in that regard. So you know, a company that might have skills on logistics, transportation can help a company, you know, helping non-profit think through how to be more efficient in their processes, for example, or thinking through how they might better use water that’s a part of their mission. When you look at sort of food related organizations so there’s a variety of ways that companies are doing it, the probono pieces, something that’s exploding pretty significantly, but it’s also harder, harder type of product to implement because that there’s more owners on the non-profit to be engaged, and we have just a minute before our first break deshele just how would a non-profit identify the companies that it should be targeting are soliciting? Well, i think there’s a couple of things one of you want to look at what your mission is and how that might online with the company, and then you certainly want to explore companies are much more transparent than they have been in the past about the ways in which they use their volunteers or their their corporate volunteers. And so they can go to their web sites often, and see listings of the variety of ways in which employees can be activated in the community. Okay, and it might also be based on location to write. You wanna look where what’s local to you, because we’re not talking about just big companies doing doing this social engagement, okay, we’re going to talk more about that. After the break. We’ll pick it up there would take this break, and then, of course, deshele dorsey will stay with me. We’ll keep talking about engaging corporate employees. E-giving anything shooting, getting depicting duitz duitz you’re listening to the talking alternate network. E-giving e-giving you could 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’s, psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that calm 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. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com 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. Welcome back to tony martignetti non-profit radio, where live tweeting used the hashtag non-profit radio if you have a question for deshele door so you could also call eight seven seven for a tow for one two oh, i don’t know the phone seems so nineteen, seventy seven we have we have the hashtag use the hashtag for pete’s sake the phone seems so june okay deshele dorsey, right before the break, we were talking about small companies being involved in this i mean, so they’re also seeing there their employees as as assets for charitable giving, right? This is not only for, you know, ibm and google. Absolutely, and i would even venture to guess in many cases, because the smaller companies may not have the sort of cash resource is that a larger company might have, they would even be more apt to sort of offer their employees so you have law offices, you might have local facilities, you know, small mom and pop, you know, chain stores and things of that nature who would be more than happy to get involved and be a part of what non-profits air doing in the community and leveraging their place. They get engaged and another way i think teo learn about what’s happening with corporate engagement this way is through ah, a volunteer counsel in the area, and i know i’m going to ask you what, what that is, but i just want to pull give you the answers to our pre show poll, which were, you know, i asked, do you have a corporate volunteer counsel in your area? Yes or no? And then the third answer was what everyone chose. I better listen to the show because i don’t know what that is so deshele what is a corporate volunteer council? Well, the council’s really were set up through a lot of the work that companies were doing in partnership with the points of light institute, which i’m sure many of your listeners know emerged a while back with with hands on network and essentially, these are coalitions where companies are paying a membership to be a part of ah, conglomerate of their peers who want to get together and talk about that practices think about ways that they can be more strategic and support, and also champion corporate volunteerism and just support other civic activities and the way in which a non-profit can be used four to a council like that is really to keep those members informed about what’s going on in the community and how they could use volunteers helping maybe even tow, offer inside and suggestions on how they might work better in particular cause areas that are important to that communities. How could a non-profit find out if there is such a council in their community? The best way to find out is to leverage information that would be available on on the hands on network website. And if you go through there, there is actually a link that shows you where the corporate volunteer councils are, okay. And what about a local chambers of commerce? Could they be a good a good way of engaging with the corporate community? Yeah, i think what would be useful in terms of the chambers is that there are many events that are open to the public where corporations are actively involved in are sponsoring those events. So if you know local non-profits are looking for ways to network with company corporate executives than those air really great programs that happen on a regular basis where? You could just get out and network because sometimes it’s really about a matter of having that relationship that will help you to open doors, the opportunities that maybe in companies, whether they’re big or small and that’s a great resource to use as well. Okay, so we have the hands on network, the local chambers of commerce. Are there any other web based resources for matching companies with non-profits yeah, there’s, a lot of great resource is online, and a couple that i would recommend volunteermatch dot or you can go there and see what kind of activities are available idealised artwork is another option, there’s a couple others, i would look at served dot gov, which also has a number of initiatives that they’ve sponsored with companies and the other was all for good. And the thing to keep in mind that non-profit should understand is that the a lot of these websites are populated into management system that the corporations will use to help provide a sort of gateway for their employees to learn about volunteer opportunities so non-profits that are listening to your show should definitely check out the sides and think about posting the opportunities. That they have available, whether that’s for general volunteering or something more significant, like the skills base that we discussed earlier, then after the charity has identified the company’s based on mission match or locality, or where employees air based from that company. Um, how do you then approach? How do you start your solicitation? Yeah, that’s a really good question, and every company is going to be a little bit different. And i would love to say that there’s like, easy, a magic bullet in getting that. But sometimes, if if they’re retail based company, it might be going into that local store and approaching the manager there no that’s applicable for a lot of places, like a target or, you know, our kroger or a walmart for that, for that sake, the other is that a lot of local areas will have what they call internal volunteer committees. And so hopefully there’s information that might be on the website that will help you figure out how teo contact someone on that committee, and then they would then in turn, brings the opportunities in house. The other things that your listeners could consider is that many companies offer what? They called days of service and assuming that there is an opportunity or a match between what the company wants to do and the mission of the non-profit then there may be weighted submit information that would perhaps make them eligible to be considered for a day or a week or a month of service activity that company would host, and if in the first example you gave, you know, just really walking into a local store target or something similar, just maybe something that is like you said earlier, mom and pop, you’re it may be an easier ask solicitation because you’re not asking for money, which probably a lot of non-profits air doing, but you’re asking for sharing of expertise? Absolutely, you know, it’s it’s certainly an equally important ask and what’s relevant for the non-profit is to make sure when they are prepared to go in front of the company, as i mentioned before, that they’ve done their homework, they really understand what the goals and objectives of the companies, but also that they’ve clearly defined what it is they’re looking for and having corporate volunteers activate because that is one of the tension points that a lot of companies experience, but also making sure that the non-profit has given sufficiently time to help develop in shape what the project might be so both entities can be successful in the process. My guest is deshele dorsey and she’s, a senior managing director for corporate social engagement at changing our world of fund-raising consulting company were talking about engaging corporate employees, all right, so deshele we’ve we’ve identified, you know, howto pick the right cos to approach and how to start that approach let’s talk about it in detail some of the ways that we can actually get company employees involved board service is probably one of the easiest ones and most commonly understood, right? Yes, absolutely. And really, what you’re looking for here is your board has responsibility with the non-profit really govern and make sure that the mission is being met and you may have particular needs whether that around finance, whether that’s around organisational development or maybe you just need someone that has a really has a really good network, and you want an opportunity to kind of broad and your donor-centric you don’t want to be abusing your board members in that way, but most most poor members and really sad ones understand that when they come to a non-profit part of their responsibilities to help with fund-raising and so that is a definite opportunity that can be pursued with, and we’ve had plenty of guests on the show that have have talked about what’s appropriate in inboard engagement in terms of fund-raising and friendraising and other things so that’s why i think boards service is probably the first thing that comes to mind when we think about engaging corporate employees, but but for maybe the smaller company, the or the bigger companies doesn’t have people to devote to that kind of time commitment. There are lesser ways, smaller time commitment ways, but still valuable ways that companies can share their their employees expertise, absolutely. And you see this manifesting in a couple of ways, sometimes time’s, a company made offer just time with some of their middle managers in your executive to do mentoring and coaching with with non-profit executives and we’ve seen that great work come to fruition through leadership development program that a company like american express had in other instances you could have your executives loaned out to a non-profit for duration of time and this is called what we what we say is loaned executive and you may say, you know what? We really would like to help have someone on board to help us transition through this change. Our ceo has left the non-profit and now we really want to have someone in either to mentor that person orto help facilitate the organization, moving in another direction alone, executives to come in and be with you for a year, maybe two years and there, you know, and eventually lend out, went out from the company non-profit on dh, then you wait, okay, so let me stop you. Deshele so so for a period of a year or two there cos they’re willing to pay the salary of the executive and have them work in the non-profit day in, day out? Yeah, absolutely. And sometimes they’re shorter durations, obviously that that’s a huge commitment, but this is really designed for individuals who are emerging leaders because the companies could see it as a development opportunity. But also this is a good way for for non-profits think about engaging retirees, people who are leaving the work for us full time. And they’re still looking to be actively engaged, and the company might help to facilitate that person being part of the non-profit okay, excellent, yeah, please go ahead, continue. Um, and i was just going to say the other is obviously the skills based and again, that is really focused on a very specific in country of khan concentrated project for a shorter period of time typically wouldn’t necessarily take a whole year, but in that instance, you might get a whole team of people that are coming in but say you want to revamp your system, for example, about those that those individuals will come in to work with you on a regular basis. It’s almost like having a consultant come in, but what you’ve done is in exchange for having to pay a fee for that you’re actually getting the company lindell’s skills for you. So, like, the so the employees there sort of taking a sabbatical, maybe for a couple of months or something like that to do a discreet project like that? Um, it can be a formal sabbatical as and they’re taking full time often in most cases it’s really that they’re dedicating some portion. Of their work week be with the non-profit and helping them over a duration of time so it could be they’re dedicating a day or two a week to that non-profit and they’re still working there full time job, but they’re sort of set aside this time to do this probono project or maybe they’re just doing in after hours they’re doing it on some of their free time as well and facilitating that. But the the goal is you created a really concrete projects for this team of employees to work on, and they’re going to support you for whatever duration of time is necessary to complete that product. Okay, excellent. And then maybe something a little less formal, but suppose a non-profit just feels they’re a little that could use a little expertise, just like a couple of hours a week in a certain area, maybe it’s communications or marketing or i mean, it could be anything i imagine that kind of lesser commitment is possible too, right? Yeah, and i think a lot of companies would still see that as part of a way that they could lend the skills of their employees there to a non-profit and helping to support their, you know, growth and development. Um and it really will depend just what the company’s willing to do skills base is a new area of growth fur company so many are learning and figuring out how to set these up and howto work appropriately with non-profits and the time frame can sort of be negotiated, depending on the relationship you have with that particular company. No. Ok, so these air excellent evidence that i think a lot of non-profits don’t think of i think they just think of the corporate sponsorship on dh many think stop there s o these air these excellent ideas, thank you. I wantto spend a little time on employee e-giving just in the future, a couple of minutes that we have left and i was monitoring the small or engaged in really in the small non-profit put that on twitter and the hashtag is sm and pee chat it’s run by pamela grow and mark pittman on dh they were talking today about employees e-giving in terms of monthly monthly giving, um, and i wanted to share something that came from there from that chat that small non-profit shot that the the most common gift is roughly ten dollars, per pay period, and that came from someone named at philanthropy inc. Deshele is that? Is that about what you see that’s sort of an average gift? Ten dollars per pay period? Yeah, when you’re when you have companies who are engaged in what we often call federated campaigns, the most common one being united way, you will have employees who make a commitment to pledge some dollar amount and take a small portion of that out of their paychecks over an extended period of time, and that just makes it easier for the donor to be able to make that contribution instead of having to, you know, in some ways, write a big check all at once. Yeah, about ten dollars is probably right, and i would imagine, you know, with the recession, it will probably stay at about that level people are, you know, we’re getting back on their feet, okay? And the thie advice for soliciting that type of a gift from from your prospects there was there was a sort of a consensus on the small non-profit chat, and it was summarized by at pamela grow that it’s best to do a dedicated appeal to the audience, dedicate appeal for monthly sustaining gift’s rather than make it part of a broader appeal? What’s your sense of that? Yeah, no, i think that is absolutely fair and the reason that that’s important for non-profits understand is because individuals really wantto have a better sense in a transparent way of what their individual dollar is going to do. So if you’re offering the donor hyre thie opportunity to say, i’m going to invest, my resource is and i know whatever dollar amount i gave is really going to go to help support this local tutoring program that’s my community that’s a little bit different, andi is a lot more tangible, and they can see the value of their contribution more directly a lot of non-profits has done a really great job of saying if you donate x number of dollars, it translates into, you know, this many hours of tutoring, for example, that makes the donors feel really good and they can they can communicate even and share the passion and enthusiasm they have about working with your organization, they can tie it to something tangible, and they’re also seem to be a sense that the donors often increase their their monthly giving. Yeah, i think, as as thie donor, to know your organization much better has a better appreciation for what you’re trying to accomplish and also that the non-profit has taken the initiative to engage the donor beyond the gift. So whether that’s inviting them to special event that’s applicable or, you know, communicating with them through a newsletter and some of the online platforms that we have now, the donor’s affinity will certainly increase, and as a result of that, they’re likely to consider giving a greater good. My guests have been deshele dorsey, senior managing director for corporate social engagement, a changing our world deshele thank you very much, thank you so much, it’s been a real pleasure, and i also want to thank everybody who was on the small non-profit jet run by at pamela grow and at mark a pittman today, we tried to join those small non-profit chats when we can and when the topics are are consistent across their chat and my show after this break, it’ll be tony’s take two and then i’ll be with maria simple and we’ll talk. About proactive versus reactive prospect research. So stay with me. You’re listening to the talking alternative network. Dahna are you feeling overwhelmed and 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 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. 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 the show, it’s, time for tony’s take two, which is always roughly thirty two minutes after the hour. My block post this week is i’ll pick your brain and drop your list that comes from something that’s happened pretty recently past couple months, i guess, where i helped out to people with fund-raising advice fund-raising advice for one, and then the other was arranging a fund-raising internship with a with a former client for a second person, and and then they subscribed from my email list. Unsubscribes and, you know, i thought it’s not really a huge deal let’s face it, there are much bigger things teo concern ourselves with them whether somebody is getting our weekly emails, but i just thought, you know, that seems kind of ungrateful after i had helped them both with pretty substantial time commitments, like maybe is an hour and a half for each of them if you put it all together and then they unsubscribes so was i was i being unreasonable? I don’t know. I mean, i don’t i certainly don’t help people with a quid pro quo in mind. I’m never looking for you know, i helped you. So now what you gonna do for me in the next six weeks, or wherever? But it just seemed a little weird to me, actually, so i wondered if i’m being unreasonable or hypersensitive, and so that’s. What i asked in the block post, and i got a bunch of comments, and i’d appreciate your opinion of that, or or your or maybe another story. Maybe you’ve got something similar. I’m interested in your take on the whole subject and that’s, my block post this week, which you’ll find at mpg a d v dot com, and that is tony’s. Take two for friday, september thirtieth with me, now, is maria simple, um, ria. Maria symbol. Very simple is the prospect finder durney hyre maria, would you put me on hold now? I had you on mute at my end, so you wouldn’t hear me making noise. Well, that’s all right, i’m glad we didn’t hear those odd noises, but but then ewan muted. Okay, maria simple is the prospect finder. You’ll find her at the prospect finder dot com. And we’re talking this week with our regular prospect research contributor about proactive versus reactive research. Maria, what is reactive research? Okay, so reactive research is when a nonprofit organization has the name of an individual say that they know they’re going to approach, and then they decide. Well, what i’d like to do is research that individual a little bit more before i make an approach to them. And then, um, i asked him for a gift, so that would be unknown individual. And you’re going to be looking for information on them. Okay, so that would be reactive research. You already have the name of someone, and you want to just find out more information on them. Okay, um, and what is proactive than so proactive research is when a non-profit, perhaps their staff and and or their development committee eyes sitting around saying g, you know, we feel like we’ve exhausted all of our current donors think about looking outside of our current donor is and tryingto identify some more individuals who can donate to us either individuals, foundations, corporations, whatever the category is, but they want to broad in their base of support, so they proactively go out and try and find additional people who might be interested in there cause because they might be donating to other similar interests self, and we’ll find out howto uncover those additional people. In the pre show survey, i asked which best describes your prospect research in your shop? Is it mostly proactive or mostly reactive? And everyone said that they were mostly reactive, just researching the people that they already know so let’s try to encourage people, perhaps to be a little more proactive, but if you’re a small shop, maybe that’s not really possible, right? Well, the thing is this, tony, you have opportunity there are going to be sort of natural low for any staff of a non-profit whatever the size is so you want to take advantage of, perhaps. Those known lo period for you, when you’re not really ramping up for an event, for example, when you have the opportunity to perhaps sit back and take a look at the big picture, you know and say, all right, what can what else can we be doing to look for additional donors for our non-profit so it definitely can be done, but what i would say is they should build it in and put it on the calendar. You mean the calendar, like they would put on a calendar on events, teo, cultivation of aunt or any of the other type of event they might be having make sure that they build in some time to be able to sit back and proactively think about how to expand their donor base. Okay, so actually so callin during time for prospect research that’s what you mean, yeah, to proactively be able to do it? Because the reactive research, whether even if they’re just going to google and no further, they’re probably at least doing that, right? So they have a meeting with somebody or a company, and i would hope that they are, at minimum, looking at google to find out the more information prior to that business meeting. And then if you are limited to the reactive research there are you can certainly go beyond google looking at the names that you already know. Oh, yeah, absolutely. There’s a lot of free web sites as well. A fee based. I actually have a going beyond google for download document. Right on my web site on the resource is page so that’s free for the taking and there and available. So there are definitely resource is that can help you. And if you’re not able to look at your database and trying to determine who to research in the database, then there are companies that will screen it for you so that the names could be elevated. Okay, but those air always fee based services, right? Okay, what might you be looking for within your own data if you’re going to do this on your own to determine who you should be paying more attention to? What i think they can do is take a look at the longevity, how long the donor has been contributing to them, even if it has been a very consistent amount of dollars over. A long period of time and, you know, long period of time varies, you know, for the non-profit but i would say somebody’s been giving to you for a ten year period, and they’re consistent about it. The text seems to come in every year at the same time that somebody who’s made a commitment here. Non-profit and you are somewhere in their fearful answer bait. So longevity of gift size of gift matters. And also if somebody just happens to send you a check for an amount that is way out of the range of their normal e-giving that’s a flag as well for you to think about researching them a little further and cultivate that relationship, okay? And this is all with an eye toward perhaps elevating their giving. Is that right? Yes. That’s. Right. You want to take a look at doing this type of research so that you are taking people that are currently tied into you in some way, shape or form they’ve bought into your mission. They love your non-profit they’re committed to you on dh. You want to think about how to engage them further and elevate their giving? Okay? And you identify. That commitment, a cz you were describing based on their giving history, right? Absolutely. And, you know, let’s not forget people who are longtime volunteers for the organization because there are people who, i guess, unfortunately have the mindset of, well, i give my time to your organization, therefore, i don’t need to give my money on day, maybe give giving their money elsewhere so it might be kind of interest, i think, to take a look at some of those very, very committed volunteers who are giving of their time, but not money and researching. Well, what are they doing in the community in terms of money? And is there some way we could further the conversation so that we can be included in there monetary philanthropy and not just giving of their time? It occurs to me that the research we do when we’re looking for planned e-giving prospects is all reactive because you can’t bring someone new to the organization and then and then expect them to be a plan giving prospect and asking them to include the organization in their will or some other state plan when they’re just brand new to the organization, so we’re always doing, i never i never really i never described in this way, but looking for plan giving prospect for always doing reactive research that’s, right? You’re always reactively taking a look at people committed to the non-profit and you’re probably looking for all those same signs that i would be looking for, you know, that longevity of gift size of gift again, just looking to elevate them to perhaps a larger gift or as you just mentioned, maybe they’re absolutely right before a planned gift at this time or at least to be thinking about that conversation. And the key thing about looking for those plan giving prospects is when you’re looking at the donor’s longevity, as you were describing maria, the consistency of giving you don’t want to ignore the smaller gift, even if someone’s been giving ten dollars, a year, and if they’ve been doing that for a decade or more, you know, seven out of the past ten years or eight, fifteen or eighteen of the past twenty years that makes them a great plan to giving prospect, i think it could make an excellent plan giving provoc fect yes, absolutely, you know? And as i mentioned there are just some very inexpensive free resource is that you can go to to just find out a little bit more about that prospect, just to see if you can elevate that conversation to that point and s so let’s. Then now go beyond the reactive into the into the proactive. So hopefully this is ah, smaller non-profit that finds its slow time and sets time aside for prospect research or it’s a bigger shop. And they have the resources to do more proactive going outside the database research. How would they get started? I think one of the things that they can do is take a look at the other non-profits in the community who might be garnering some of the larger gift. Especially if that non-profit is somewhat similarly related. Admission. Teo, you so, as an example, if you have a women’s health and counseling center and they are interested in expanding their donor base, they might take a look at who’s giving to the local cancer societies, the local harder association, the local hospital. Anything having to do with health related mission. Okay, maria, we have to take a break. We’re going to continue this. Exact topic about ah, carrying on your proactive research with maria semple are regular prospect research contributor. After this break, so stay with us. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna oppcoll 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 do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking call. If you have big ideas and an average budget to tony martin, any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity welcome back. We’re live tweeting use the hash tag non-profit radio i want to thank fundraiser beth and at fund-raising bethan at dominique de jones for joining us on the live twitter chat. I’m with maria simple and she is our regular prospect research contributor. We’re talking about doing proactive versus reactive research, so maria let’s just continue in going proactive, trying to find people outside your database and acquire new donors. Your advice is right before the break was toe look for non-profits that are maybe similar in mission and see who’s giving there. Yes, absolutely. And, you know, during the break i was also thinking about another excellent free tool that we all have available to us is linked in, and they’re for example, you might be able to find people who are interested and easily connected to okay for explaining to them what your organization is about and so on and so forth. You and you and i talked about your interested in urine, anand immel welfare non-profit and you would like to connect with more people in your community who are interested in animals and pets, etcetera, so you can go and do a key word. Search on the advanced search page of lengthen log into your account, go to the advanced search page um and find group right. Would that have on interest in animals and you’ll find quite a number of them. So there’ll be people from all walks of life who are keenly interested in animals. You can also go to the keyword field and look for people in a specific geographic region who might have the word animal somewhere in their profile listed. So you know something like that can be very, very helpful in expo being your daughter donordigital base or your volunteer or board based and again it’s free and i love that little of detail. Thank you very much. That’s i think most helpful toe listeners. Another way of finding out who gives to organizations is just by getting their annual report. Yes, absolutely. And sometimes those annual reports are available right online in a pdf downloadable format so you can take a look at those annual reports and try and determine who’s giving. You’re not going to get an exact dollar level, you know is most daniel reports might list somebody giving it the silver bronze gold level. Platinum, etcetera, but you’ll have at least an idea of the range of where somebody is giving. So definitely, i look att annual reports of non-profits whether i’m doing reactive research or pro active research so absolutely could be useful in both in both cases and if it’s not available on the web, you can always just contact a non-profit and asked him to mail you a printed copy, right? Yes. That’s right old school. Just like the phone. So joon, old mail phone. We don’t need these things dispense with this. I don’t believe that. Just joking. So there are also some online resource. Is that you like? There are. There are several bass resource is that i like you think for a proactive research. Would you like me to mention if you’ll please detail? One century source might be wealth engine. They actually have a prospect generator tool that you can utilize with their particular service. I like i wave dot com i w a v dot com. They also have the capacity to do some pro active research. They have donor-centric sample where you can put in the name of a specific non-profit or type of non-profit. And lists of donors who gives to those non-profits will will be generated for for you. And you know, you would have to parse the data so that it’s suitable to your particular geography. But, you know, it’s it’s definitely doable news resource is and that’s, something you could do for free. You can go to your the library website dahna and log in using your library. Barcode you know, we’ve talked about that before in previous show using the local library. Yes, yeah, absolutely. So you can tap into the local news. There were statewide news resource is for free through your library link, and then be able to do some research on people who are, you know, named is the who’s who in the community people being honored things of that nature on and perhaps find more people who are interested in your theme newspaper like the u s mail in the phone. These things still exists. Yes, and they’re not expensive. Used them for pete’s sake. I mean, they’re so you know, i don’t know they’re so under thought off is what i’m trying to think of. What about that could even be local foundations right in a in a community may be local family foundations or something. Yeah, so what? You might want to consider doing iss every non-profit organization has the capacity to search a source called guide store, and they can search on their advanced search level, actually for free. Tony ok, a thousand dollar level of service that non-profits concert for free, they’ve agreed to maintain their own non-profit data, which is a win win all around, right? You’re getting a better story about out about your own non-profit and then you also have access to their premium level of search. You and i talked about that that what you would hopefully do is go in and identify more family foundations in your geographic community. Okay, you put in a zip code, you can go out, i believe, about a hundred mile radius from your zip code search for those family found foundations. These are people that have decided they’re going to take philanthropy to a new level, and they’re getting serious about it, and they have decided that they’re going to form a family foundation to filter their giving. Those are excellent prospects to go after pro, actively researching what i usually suggest to a non-profit once you have that list let’s say you identify one hundred new family foundations in your community that you serve that you didn’t realize existed. Take a look at the trustees of that foundation. Circulate the names of those trustees with your board wave your key volunteers. See if anybody has a connection to any of those people trying to make it more of a warm introduction as opposed to a cold introductions. Marie, we have just a minute left before we have to stop. What about business? Resource is like business publications or the chambers of commerce. Chambers of commerce. Their excellent. Most of them will have their membership directory searchable online. Also again, through your library link, you confined businesses. Uh, tailoring your search on a resource called reference yusa. You’ll be able to find businesses and business owners through that particular resource. So i think those could be excellent sources. And not every business is doing terribly these days. So try and take a look at what is doing well and focus your efforts there. Great detail. Thank you very much. Maria. Welcome. Maria simple is the prospect finder you’ll find her at. The prospect finder dot com she’s, our regular monthly prospect research contributor she’s, also the author of panning for gold, find your best donorsearch prospects now been a pleasure having maria on i also want to thank deshele dorsey from changing our world for being a guest today next week. I don’t know it’s gonna be a show from the archives? I haven’t chosen it yet, but there’s a way that you can find out you don’t have to wait until next friday at one p m eastern. When the show starts, you can sign up for our show alert duitz and you could do that on our facebook page. You know where facebook is, then just searched the name of this show and there’s a link there. Tio get our weekly insider email alerts if you like the show while you’re on the facebook page, click that like button and become a fan. You can listen live or archive you’ve been listening live. If you care to listen archive, then you can hear us on itunes. You can subscribe. Listen anytime on your computer smartphone, whatever the listening device you prefer? Not not not those june phones and emails. Are phones and u s mail? This is cutting edge on itunes and you’ll find our itunes paige at non-profit radio dot net. I think i said june three times today that’s xero that’s overkill! Yeah, no that’s not no it’s someone here in the studio janet’s telling newsjacking duvette was not jargon. Everyone knows june it’s common knowledge what jae joon means that’s five times i’ve used it today, june six on twitter. You can follow me. You could follow me on you can follow our hashtag use it wildly. 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Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society politics, business it’s, provocative talk for the realist and the skeptic who want to know what’s. Really going on? 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054: Got Women Donors? & Lovin’ LinkedIn for Prospect Research – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Michele Walsh, director, leadership gifts, at U.S. Fund for UNICEF
Travis Fraser, director, major gifts for United Way of New York City
Maria Semple, The Prospect Finder, consultant in prospect research

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

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Welcome to tony martignetti non-profit radio on friday, august twelfth. I’m your aptly named host tony martignetti hope you were with me last week when it was wild woman fund-raising i had mazarene treyz consultant and author of the wild woman’s guide to fund-raising she was with me for the full hour to share her thoughts about career social media grants, manship and mohr. We did our live first tweeting last week, and we’re going to keep that up this week when it is got women donors from the fund-raising day conference in new york city this past june, we talk about successful initiatives to expand your female donor base through targeted and appropriate cultivation, solicitation and stewardship. My guests are michelle walsh from the us fund for unicef and travis fraser from united way of new york city second half of the show linked in for prospect research i’ll be joined by our new regular contributor maria simple the prospect find her, she’ll be sharing strategies for using linked in to find people and organizations who could be your employees boardmember sze volunteers and donors. As i said, we’ll be live tweeting this week the hashtag is non-profit radio we’ll take a break, and then we’ll start with god. Women donors you’re listening to the talking alternative network. Neo-sage 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. 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. Zoho 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 durney durney welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis in times square in new york city. My guests now are travis fraser and michelle walsh. Travis is director of mate gif ts for united way of new york city and michelle walsh’s, director of leadership gif ts for the united states fund for unicef. Welcome, thank you, thanks pleasure to have you, they’re seminar topic is success stories got women donors, and so we’re all about talking about female donors. Michelle, why are female donors important? Why are the important they’re important? Yeah, i mean, if you look at research even to start, which is where we were talking earlier today, it’s, they’re making up a larger part of the e-giving population than ever before. So i was just referencing an article earlier where in two thousand five was the first year that the irs had records that women were actually out giving men as a whole. I think it was sametz twenty one billion as compared with about sixteen or seventeen billion so and that’s already, you know, six years old at this point, but they have huge giving power and very often that they make their decisions differently, and we need to be aware of that and that they also are motivated differently, so i think they’re important because they do give and when they do give, they tend to mobilize people, so not only did they give their own funds, but they’re also generating additional support very often and travis. Of course, in the upper ages, women survive men on average, yes, moflow closer tonight. So? So if we’re talking about deferred or planned gift, women become critical because typically they’re inheriting their husbands, their husbands, states or a portion of yeah, yes, that’s that’s true, we don’t deal a lot with plant giving within our women’s group, and i think as our core group of members ages and we start looking broadening, i guess t younger populations, we might start making plans with four plan giving with them, but because of how we’re able to engage them and draw them closer to the organization, they really i thing translate into perfect prospects for for major get for plant gifts in the future. So, michelle, you mentioned different donor motivations women versus men. What are some of the differences that you see? I think that women as a whole, obviously only one particular woman relies right, but that if you look at women as a whole, very often they’re motivated by things that they can connect with and be involved with, so they’re motivated by family, they’re motivated by making a difference. We’ve noticed that it’s not usually being on a donor list or being on a donor wall, they also want to be a part of a community that’s doing something that has results so there really is a motivation about doing. Good in the world and what? What? That accomplishment iss okay, and how do you find that different than than the male donor? I think that it’s not as driven in terms of the connection. So seeing something and seeing what it’s doing hasn’t been as much of a motivator for men in that same when you can have more of ah here’s here’s the information this is what it’s going to do? Of course they want to know what the results are but it’s not as much of a desire to be engaged in the process. Okay, yeah, michelle, your work does include working with older donors seventies and eighties women in those ages. I would say that it’s across the board. So we’re looking at ultra high net worth individuals and that’s really are deciding factor. There are certainly maura’s. You get up towards those hyre age groups of people that have accumulated that type of wealth. I think you spoke earlier with some of my colleagues who were talking about the younger generation twenty one to forty, right? And so we’re looking, really hoping towards getting most of the people to million dollar giver is a leadership. Gifts for us is one hundred thousand, but if we’re looking at that group, they are going to be, you know, tend towards the older end of it, but the representation of what portion of that is seventy to eighty, you know, i wouldn’t know off the top of my head, but there are certainly some people in there that would be in that age group, okay? And when you’re dealing with women of that age, i’m trying to focus. We’re talking about dahna motivations what’s your experience with when the husband was the primary donor on dh he’s, now deceased, you’re going to the you’re going to the surviving wife, what’s your experience around their willingness to teo continue to give, i think i mean it’s so individual if they’re very defined and what they’re giving is it’s, you know, very often on lee really about honoring someone’s memory, but if in order to engage them personally is the only way that i think that you’ll be able to get to that larger gift on dh to be able to do that, we’ve had it in a couple of instances, but getting back to even what the data is. Is that women are making more of the decisions while they’re alive. We know, with the married spouses well, i think travis actually was talking about what i was yeah, yeah, don’t you want to, travis? I mean, there there have been some recent studies out that are really showing that women are making about eighty percent of all of the sort of household financial decisions, whether that be philanthropic decisions, just what they buy, what goes into the household there there really the decision makers and i i feel like as fundraisers, we’ve really been led to believe that they are making it in tandem as a couple on dh in some cases that’s, true, but what we’re really finding through some new donorsearch audis that that is that the female is thie number one sort of decider in that position, okay, even when do we know if that applies? Even when the the husband is the person with the primary relationship to the organization, you know, i’m not sure that it goes that the research goes that deep. Um and i think that anytime you have any part of a couple that’s, the primary relationship, you sort of deal with that primary relationship, but also tried to to engage the other spouse in any way that you can with the work because you really want to see that couple as, ah, holistic entity, you know, it’s it’s, not just one person, yeah, excellent and applies all the more if, if the if the husband is the primary relationship, you certainly do want to bring the wife in because, on average, she’s going to be surviving her husband? Yeah, yeah, you know, and i have to say that being at united way were somewhat unique because a lot of our donors give through workplace campaign, so we’re really dealing with one half of the couple we’re really dealing with the female leadership donor xero followers, or mohr and electing to do that through payroll deduction. So it’s really her decision of what she’s doing with her paycheck? So it really involves her more and what she’s interested in and getting into. I sort of heard interest areas, so that has been very interesting for us, especially in trying to branch out and look towards more individual donors who aren’t sitting in the workplace and developing strategies to get to those people on dh and people that are part of a couple and engaging both of them in the work that we’re doing and we’ve definitely found that. So you know, a number of our male board members and with our particular woman in philanthropy initiative it’s been female board members who have led the charge, but a couple of male board members who have really founded a great opportunity and excuse to engage their wives without them. S so where they’re not just dragging them along to an event that they’re like that’s your cause, but that they’re able teo to feel and ask the questions that they want to ask. Without that, what do you call it? A arm, candy or whatever, however you want to call it in either direction, but that there’s no one there to hold them back or push them forward to engage and it’s been a really good opportunity for us to have some good open conversations with the spouse without the key driver, the ky connection president, they didn’t think dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network e-giving e-giving 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. Dahna looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com hey! 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. Oppcoll zoho do either of you or maybe both of you work around getting volunteer engagement from from females? Is that a part of your work? Or was it all just related to financial giving? Our entire program is volunteer related thie group that i manage is called women united in philanthropy on dh it is managed by a group of volunteers who come in volunteers steering committee that really charts the course of everything that that does so how do you start to get people engaged in that volunteer steering committee? Well, it really has been through the work of other steering committee members, we’ve been around for nine years, and this is a women’s this women’s group. Yes, it started from a conversation we were challenged by a female donor, two who asked us what we were doing to engage female donors, and we didn’t really have an answer for her. So we had a female boardmember who was very interested in getting to an answer. So she opened her home. We took a look at our lists of donors and sent out invitations to a number of our female donors to come together for a round table conversation and what came out of that conversation was very core group of dedicated women who really wanted to build something, and from that, we’ve been able to build a program that really engages women in the topic area that we’re raising money for, which is youth empowerment, and we are able to really talk about the issues that were that that we’re working towards. We give them opportunities to volunteer in the programs to see their dollars at work. Andi have educational forums that bring together some some thought leaders in the areas of education and health so that they really feel like they’re a part of the philanthropic process and that’s really what we tried to do to engage our female donors. Travis foster fraser sorry is a director of major gifts for united way of new york city and michelle walsh’s, director of leadership gif ts for united states fund for unicef and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven earlier, i said next-gen charity because we were because michelle, when we’re talking about a twenty one to forties it’s next-gen so it got me saying next-gen which way also be at the nextgencharity conference, but today we’re not they weren’t fund-raising day two thousand eleven, travis, do you see a difference in the willingness of male donors versus female in terms of the the time commitment, willingness to spend time? You know, i think that’s an interesting question, and, you know, i a lot of my work is with our our female group, but also with our young professionals group, okay? And i would say that in our young professionals group there’s really not that discrepancy between the amount of time to volunteer, the males and females of that generation are really wanted to eat together, and i would say that with with people that i’m working with on the women’s group there it is a little bit easier to get women out to volunteer opportunities because i think they just really want to see there the work in the fields, and and i think a lot of times, men, i can take it from you as the fundraiser to hear about what their work is doing. Our work is doing it. Michelle, do you see a difference between men and women in terms of their their desire for understanding outcomes? And what the impact of their gift is, is there a difference across the genders there? There probably is i think that women are often underestimated and their willingness to really want to do dig into the data and the financials and all of those pieces. And of course, if your stereo tell you, you know that they wouldn’t get it or that they don’t want to really spend time with a balance sheet or that they’re more emotionally driven or whatever the some of the negative stereotypes are on. Some of them were positive, but does though, right? But i think that women do want to understand what what the back end thinking is, and particularly as you deal with the higher end givers and the more sophisticated philanthropists, they know what they’re looking for, and there are certain delivery bols that they expect, and there are certain organizational structures they expect to be in place with their financial or otherwise, and they ask those questions, and they think very seriously about where they’re going to give their money, you know you’re going through, i can piggyback on that, you know, we have a group of our committee that comes in and meets with our program’s staff to really talk about what they’re doing and and what the investment that women united has made in united way is really is doing, and they ask the toughest questions they want to know exactly what the budget is. They want to know what the money is being spent on, and i think that that is the thinking that you were alluding to earlier is completely backwards. I think they really want to understand the entire issues they want from from costs of services to then what the services are actually doing, that they really want the whole full, holistic three sixty view of initiative. Michelle, you’re experienced. Yeah, and i would say that we’ve sound found more different is between sectors and where people worker identify themselves and professional sectors than male female. So, you know, sort of the hedge fund circle has a certain way of thinking about a problem, and they’ll come at you with a set of questions that are almost predictable, and lawyers have a certain way of approaching it more so than a cross gender lines. I’m not going to ask you to comment on your own individual situation is that united way or united states fund for your staff? Generally, do you see women adequately represent went on boards? So from where i said, i think there’s a couple of key pieces, one is that our ceo is an amazing female leader, and that has really set the tone and a lot of ways for not only supporting our initiative with women philanthropists but inboard leadership. So the four, therefore women, all board members, that air chairing our women in philanthropy initiative and the strategy around engaging ultra high net worth individuals to support the u s from for unicef, and they have all stepped up phenomenally, and i think it’s been critical in having those female representatives on the volunteer level onboard leadership roles, and they represent really influential rose rolls and the rest of their lives, and they’ve brought that to bear on this effort. It’s been absolutely critical about your travis do you worry about again? Not necessarily united way, but do you worry about there being inadequate representation of women on boards? I think there’s there’s more work that needs to be done, but i think that a lot of organizations are realizing that women make very, very strong boardmember is there much more thoughtful about the issues? They really want to understand the full picture of what is going on, and they don’t just sort of make those knee jerk reactions that sounds like an ideal boardmember and and, you know, i can say for the united way system, we recently did a survey of the one hundred and twenty different women’s leadership groups that united way has across our system, and what we have found, which is astounding, is that from the year two thousand seven to two thousand nine, which had the huge financial meltdown united ways that had boards with that were made up of thirty percent or more female participation, their women’s group grew about twenty eight percent in fund-raising and fund-raising and dollars contributed just versus those united ways that had less than thirty percent makeup of women on their board grew their fund-raising grew one percent. So really shows the power i think, of women to really come together, rally around a cause and get people to contribute at very, very critical times, i have to say credit to the person who thought toe look att that variable female representation on the board that’s not that’s, not a very and its outcome in fund-raising that’s, not by any means a typical variable that you would see and look at the outcome of the correlation with interesting let’s. See michele, in terms of let’s, talk a little about, like nuts and bolts. I don’t want to spend a whole lot of time on soliciting women, but we’ll spend a couple of minutes you have advice that’s particular to women about asking, you know, your your work is an ultra high net worth but not necessary, you know, generally soliciting women advice? I don’t think it’s any different than soliciting a man because i mean ideally still stations at that level happened face-to-face one on one and it’s doing good fund-raising and reading people’s faces and listening to the cues and paying attention to what they’re interested in and compassionate about or passionate about. Rather, i think in that regard, it’s all the same, some of the messaging and the way that we engage them leading up to that is where the differences okay and that’s, the stuff we’ve been talking about. Exactly travis, how about for you closing thoughts, i think, really, the only thing that i would add is just making sure that there is a really good next step for them to be involved in a substantive way beyond writing the check, whether that is taking them out on a program visit to go see see the work, whether they they’re volunteering at a school, whatever it is, just make sure that there there’s a really solid next up for them to get involved because they really want to get involved, okay? I just realized we have a lot more time than i than i thought you’ve done yourself. You had your seminar already today or it’s coming up, we had any provocative questions from the audience that you want to share around the subject. We’re interesting, yeah, i was talking to some of my colleagues and some of the other sessions and comparing notes on questions, and i think the one that i heard that came up in all the questions was sort of how to say no, no to a gift, no to the wrong gift or no to a donor who wants to direct very specifically, in a way, that’s. Not in line or give them right. They want to make a decision. That’s not really their decision to make and navigating that. What was your what was? Did you have that in your session or what? Wait. Okay. I know. I mean, i have one of the most important things. Is the fundraisers to know when to say no? And how does they know? And it’s? Not always easy and not everyone’s. Good at saying no, but giving people what we talked about is creating option so people feel like they’ve made it legitimate choice, but not beyond what your realm of possibilities are. So a multiple choice question as opposed to an open ended question where people can say, this is really what i want to dio bye still not creating the program from scratch and tweaking the little details, but giving them real opportunity to be a part of the experience as well the experience of of whatever the program is. So if it’s, you know, for us, it’s obviously in the field and international development. But, you know, even if it’s the question came from someone who was working in parks, even if it’s a parks project making them a part of how that plays out. How about you, travis? Any questions that came up in your program that you want to share one? Well, i think that that my group is able to direct the money at the end of the year that they raise, and that can create a lot of nervousness, i think, among program staff and really, you know, and i know it’s something that unicef does as well, we don’t just open it up and say, okay, you’ve got this big pot of money, where do you want to put it? You know, we we really bring them in so that they can meet with our program staff and give them sort of a menu of options of where we think they could have the most impact and take it from there because we’ve really been able to develop relationships where they understand that we’re going to give them what we think is bad that’s for the organization as a choice, and it really allows them to feel like they’re making a choice and have an investment in what we’re doing. But then, at the end of the day, we get what we need you at the same time, so the organization obviously has a role in setting expectations, managing expectations, sort of, and michelle is, you suggested the multiple choice question, constraining things so that people are not out out in left field success stories got women donors as thie seminar topic for travis frazer, director of major gif ts for united way of new york city, and michelle walsh, director of leadership gif ts for united states fund for unicef, travis michelle, thank you very much for joining me, thinking it’s been a pleasure to have you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven. That was my pre recorded interview from fund-raising day last june in new york city. Now we’ll take a break after the break. Tony’s, take two, and then, after that, linked in for prospect research, so 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 liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna this is tony martignetti athlete named host of tony martignetti non-profit radio 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 do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design, photography, social media management and now, introducing mobile market. Their motto is way. Do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. Welcome back to the joe it’s time for tony’s take too, but first a reminder that we are live tweeting today, the hashtag is non-profit radio please join the conversation on twitter on tony’s take two this week. My block post is a test of google plus for your non-profit i was interviewed by new york enterprise report for an article on using google plus in small business, and i thought my ideas might help you to evaluate google plus for your non-profit now, of course, caveat, i’m not a social media guru expert thought leader, a small business owner. And so with that caveat, i’ll tell you what i’m doing with google plus and how i’m evaluating it, and you can see if that makes sense for your office or not. I’m really looking at the people who become my friends on google plus and the features that it ends up offering for the business profile pages, which is, you know we know them in facebook as a fan page. Google plus doesn’t have business profiles yet, but we all expect him to be coming, and google says they are coming within the next couple of months, so i’m going to be interested in who the people are, who joined me on google plus either because i invite them or they’re inviting me if they’re the same as the people i know on facebook, i’m probably going to be less likely to spend a lot of time, you know, keeping up a very active profile page on google. Plus, i would certainly have one, but how much time i devote to it is really what the issue would be on the same thing with the features. If it’s pretty much the same features as a facebook fan page, then i don’t really see advantage, but if it has some things that i’m looking for that i don’t see in facebook like for me, it’s ah good calenda ring application and a good, solid polling application like we can do in surveymonkey but built in facebook doesn’t have those things and it has polling, but not really a strong one, so if it has good features, i’ll be again more likely toe spend more time keeping a very active business profile page on google plus, so those are my ideas around evaluating whether to do that for my business, i don’t know if that’s of value to you, it might be in looking at google plus for your small non-profit um, you can see more detail about that on my block at m p g a d v dot com, and that is tony’s take two for friday, august twelfth with me now is maria simple. Maria is our newest regular contributor to the show. She’ll be on once a month. She is the prospect finder. Maria is an experienced trainer and speaker on prospect research and consults with organizations interested in finding and connecting with their best prospects for long term relationships. Her website is the prospect finder dot com, and i’m really pleased to welcome maria to the show. Welcome, maria, thanks so much. I’m delighted to be here. It’s a real pleasure to have you were going to be talking about linked in today. Lincoln has some new initiative for non-profits you want to explain what what’s up there? Yeah, absolutely so what’s kind of interesting about it is that linked in a little earlier this year, actually in may, haddon i po and so now they are actually deciding they’re going to dedicate some resource is in terms of against money, but as well as human resource is to the non profit sector now on ideo aipo means means what jargon jail mary-jo actually started issuing stock, they became a public company, so initial public offense and they actually launched something called lincoln non-profits solutions, and so what they’ve decided is that they have three point six million individual members who actually identify themselves as either employees or board members of a non-profit so they realize that there’s a tremendous amount of potential to help the nonprofit sector and they are actually i’m going to be helping people they back, they’ve launched a page called learned dot lincoln dot com forward slash non-profits, where they actually give the non-profits both as non-profit professionals, but also as organization’s best practices on tips and tools for how to make the most out of the lincoln for non-profit so they’re looking at both individuals and organizations, you say, and that that three point six million, i’m sure there are a lot more than that because there are one hundred million linkedin users, isn’t that right? Yes. So, yes, you are. But you know, what kind of interesting is that? They somehow been able to identify that there, there are, you know, the three point six million who are somehow connected to the non profit sector, right? Because i’m sure, based on keywords in their profile or just the way they what they identify their employer as, but i’m sure that’s low. I’m sure there are more than three point three and a half percent of the lincoln community working for non-profits but so maybe this initiative will will draw out some more. But even with that three point six million, yes, so they have this the the u r l you gave that’s the learning center, right? Yes. That’s correct. They have a specific learning center set up now for the nonprofit sector. And when you’re on that page, if you scroll all the way to the bottom, they actually have a contact a cab. So their interest sted in hearing from non-profits selves non-profit professionals and organizations and board members as to how lincoln can best serve the specter. So they are open to feedback at this point in their formulating this as they go along and you spoke with someone who’s in charge of this non-profit initiative. That lengthened in you? Yes. Somebody who has recently joined linked in his name is brian breckenridge. And he is heading up the new program there. And he’s, you know, he’s very excited and he’s very open to learning from the nonprofit sector. About what, how they convinced serve the non-profits and so since you had a spoke to him recently, any inside track about what we might be seeing the into the future? Well, i don’t have any specifics to share with you, but i do know that they are planning some interesting changes, hopefully that they’re rolling out in the next, you know, in the next couple of months so it’s, you know, they’re they’re formulating this, they’re looking, they’re taking in and looking for feedback at this point and anything that they can do the best help a non-profit sector they’re looking for that feedback at this time, and then they’ll be looking to roll out some new initiatives, i think okay, and you see value in the lincoln non-profit solutions for prospect research. Absolutely i do, you realise linked in for prospect research and for prospecting. So i utilize it in both, eh? Proactive sense as well, as in a reactive okay, let’s distinguish between prospect research and prospecting. What do you mean, weird? When you say those two different things differently? What do you mean by both? By each? Okay, so if i’m doing research on a potential major donor potential boardmember for the for a non-profit and i have the name of that individual lengthen is definitely one of the places that i go to to try and formulate my profile on that individuals. So that is what i would call reactive research. I have the name of someone, and this is one of my tools that i use to do prospect research. Now proactively you, khun, take linked in and use their advance people search feature to find people who might be suitable for your non-profit for connections in a variety of situations, they have a keyword search. You can focus your search down to within a radius of your zip code of where your non-profit is located, you can focus your search down to specific industries, so if you are looking, if you are let’s, take the example of a on environmental group, right let’s say they are looking to connect with more individuals in their community who are involved in some sort of environmental services so they would be able to conduct this search. Now, obviously, when you conduct a search on lincoln, first of all, you have to have your own lincoln personal on dh. This is using the advanced certain advanced search. Is that right? That’s? Correct. Have on the right on the upper right hand side called advance. Okay, you quick, matt. It opens up an entire new search screen that most people haven’t really access, you know, realize it’s there. And the more rich your own network is, the more people you are connected to, the richer the search results will be for you right now. If i were, let me give you two very contrast examples. I actually happen to have over five hundred connections in my lengthen network. So my search results would be drastically different from somebody who is a very new to lincoln and only has a network of, say, twenty, thirty, fifty people. Because you’re always shown how many degrees you’re separated from someone. So the more people i have in my network, greater search results going so so you mean when? You’re doing this advanced search you’re searching all the hundred million people in linked in and it’s telling you which of those are in your first degree, meaning you’re connected to them directly, which are too removed from you, which are three removed from you. Is that what you think you were searching the whole population of linked in? You can. Yes, but you can ask lincoln to just focused down the search results for you to the people you might be first degree connected to second degree or perhaps where you share a group membership. Because there you’re going to be ah, lot closer. You have a lot closer of an affinity and making the one toe one connection may be easier for you. Ok? Suppose you that’s really rich that you can search the whole hundred million. Suppose you find somebody who’s two degrees removed from you and they seem like a very good i don’t know. Maybe maybe we’re provoc betting for board members. Let’s say, for this, for this environmental group that you suggested you see somebody to removed from you. What? Explain what that means. And then how can you try to meet that person? Okay, tony let’s say we come up with let’s say, i do this search and i’m looking for environmental people who and i come up with a guy named oh, i don’t know john smith. And you and i are first degree connected on lengthen that much i know, but let’s say, john smith eyes second degree connected to me through you. That means he is both first degree connected to you. And i am first degree connected to you. So you are the common link between us, right? Ok, so that would mean john is a second degree. So, like those, like those kevin bacon seven degrees from kevin bacon movie. Right? Because he’s been in so many popular movies. Okay, so you can get to him through me, in other words, that’s. Right. So what did you do? How do you do that? Well, lincoln actually provide you with the the there’s a form that you can fill out so that a message would be sent to both john and to you. Looking for that introduction. I could look to be just connect with john directly and say, john, in my my request to connect, i might say john, you and i both know tony. Andi, i think we have a lot in common. I’d love to be able to connect with you here on lincoln. Always modify that that’s that standard introduction that lincoln provides to you never just go ahead and just use the standard intro, you realize those defaults aren’t aren’t very friendly, really there’s really bare bones, but so you’re allowed to your lot to connect with john smith your lot to contact john smith, even though you’re not directly connected to him. That’s correct. I could just send him an invitation to connect and just mention your name in my little intro is toe. Why? I think he and i might want to connect, you know, it’s up to him to accept my connect. Ction request? Sure. Okay, i see what you’re doing it through the request to connect. Okay. I see. On dh. Then the alternative is you could ask me to connect you to him. That’s. Right? I could ask you directly. I could go the old fashioned way. Tony, i could pick up the phone and call you and say, tony, you know, how well do you know john is? This somebody you know very well can you make some sort of a personal introduction even outside of lincoln through an email system. But at least lincoln’s provide you with the opportunity to identify potential boardmember potential donors in very specific sectors. Yes, the phone. You could pick up the phone and do it that way. And that way we don’t have to communicate through linkedin using their default messages or which we would really like. Anyway, i never thought that you could pick up the phone, imagine it could even have lunch and we could talk about it that way. Way. Imagine. See what? See what the web can do. Encourages you to pick up the phone. How do we had we operate without linked in years ago? I don’t know. So let’s, go back to the learning center. Um, yes. So they have. They have suggestions there for individuals and non-profits maria, we have just like a minute before a break. What are a couple of the not for profit? The organizational suggestions on unlinked in. And then after the break, we’re going to detail. Well, you could create a company page at no cost. So corporations, companies. Small businesses are doing this. We i highly recommend that a non-profit create a what they call a company page for their own. Non-profit, and they actually give the example of the american red cross that has attracted thousands of followers on lengthen and so other non-profits may want to check out what they have done. And, you know, look, learn from that and not reinvent the wheel. Ok, well, look att, the company profile and other things. After this break with maria simple, the prospect finder. Stay with us. You’re listening to the talking alternative network. Duitz 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 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 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. 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, sound advice, that’s, tony martignetti non-profit radio and i’m ken berger from charity navigator. Oh! And i’m tony martignetti and i’m with maria simple, the prospect finder we’re talking about using linkedin to find and connect with people who could be boardmember sze donors, employees, volunteers. So, maria, the advice that you were giving before the break is that a new organization could create a ah profile page that’s correct, and i would highly recommend that they do that and the reason tony is and and i’m not suggesting that they should set aside any of their other social media strategies and presences like that they might have on facebook or twitter, but what you want to be able to do here is this is lincoln is the professional network, so you want to be able to, of course, capture the attention of people who are in the business community. You don’t want to exclude this, so this is free, you know, obviously whoever is maintaining your presence on other social media’s would want to be able to set this up and you can upload your logo. You would be able to give a nice description about the organization, provide your website, there’s, even a mapping feature where they tie it right into google maps. So that people will be able to see precisely where your non-profit is located. So, you know, it’s free, and i think that they should take advantage of that. I think the lincoln says there about one hundred thousand non-profits that have company pages, there should be many more that’s, a that’s, a good number, but there should be a lot more. How specifically does this one do they? I mean, how do you create a a company profile or non-profit profile versus creating a personal profile? Well, of course, the help affection of of lincoln is going to be very, very helpful to you, but they also have here they give you some steps on how you might be able to do that right on the non-profit learning center that we talked about earlier, okay? And again, the girl for that is linked in dot com slash forward slash non-profits actually, it starts off with the word learn ellie, are there yet i left. Yes, thank you very much. Learn dot linked in dot com forward slash non-profits thank you. And now groups are very popular and non-profits can create their own non-profits can create their own groups and you couldn’t decide if the group is going to be a closed group, meaning that everybody has to be first approved by some sort of a group moderator thatyou’re going to appoint at your end or it could be an open group. And keep in mind that if it’s an open group, all of the discussions are open and searchable and people can just join the group without any type of moderation. That and what’s the value for having creating your own group after you’ve created your profile. Well, they might. It might be in an interesting way to host certain conversations around specific topics and, uh so they, you know, if you have, if you’re a large enough non-profit and maybe you are hosting even conferences around your specific topic, that is something that you can use the group for if you want to engage people in discussions, much like you might see discussions in other types of groups that people are on on linked in, but it would be very specific to the time of organization that you are in the population that you serve, and after you create the groups than you invite people to join is that how it works. Well, you can’t invite people to join. Yes. You definitely can do that and invite people who are already in your linked in world to join the group. But people are going to be able to find you once you are set up in a group on lengthen. You are now searchable as well. So i remember i was telling you about the search functionality. The groups are a way that people, you know, look for like somebody might look for a live networking group to join. Somebody might be looking for a group around this specific area that you serve. Okay, so yeah. So if your work is for the m r d d community, the mentally retarded, developmentally disabled, you might create a group around the service around dahna discussion around the needs about that for that community in your own communities, you could make it a very localized group. Yes, you can. Some groups are geographically localized as well. But you may not want to limit it to that. I mean, lengthen is a worldwide a phenomenon, if you will. So why not? Why not? Just open it right up and allow people? To tto learn more and you never know where that relationship is going to lead. Okay, um, they also have something called linked in recruiter for for job, for organizations looking for employees, how does that work? So what they’re doing is lincoln does have a recruiting solutions portion, which is a fee based portion to their service that’s kind of steep, isn’t it? Well, yeah, for some non-profits mean, what they’re saying in an article that i read is that they are starting as low as four hundred dollars a month when you could be a little steep saw non-profit but they are, you know, offering these recruiting solutions, if you will, at a discounted price for what they would offer the for-profit world, okay, and that’s, if you’re looking for employees that’s correct, if you look nufer employees, they have they have sort of three separate sections, one is called lincoln recruiter one is called jobs network Job slots and the other 1 is called career pages. Okay, let’s, talk a little bit just in a couple minutes we have left about the offerings for individuals who are in non-profits what what’s the advice that that the learning center gives for individuals. Well, you definitely want to make sure that your profile is as one hundred percent complete as possible. So you want to make sure that your profile itself is rich so that as you go out and try and make connections with people, you will be able tio look like somebody, obviously, that other people really want to connect with that you are a thought leader within your own community, if you will. And so it’s really like a resume on steroids, you know, your opportunity to really shine and stand out from other people, so why not make it that way? Using the status updates, i’s a great way to let people know sharing articles, having to do with sector that you serve if you are a speaker, it’s a great way to let people know where you’ll be speaking, especially as it relates to your subject matter area on dh, especially if you do a lot of speaking on behalf of your non-profit it will let people know where you’re speaking either virtually and webinar format or, you know, live format if people are looking by the way tony and forgot to mention earlier fremery we have just about it, we have just about a minute left. Ok, on the resource is page of my website of the prospect finder dot com i do have a downloadable maria samples top five tips for prospecting with lincoln, so if they’re interested in some general tips about lincoln for themselves on a personal level, this will help them. I think you also learn how to use some of the more advanced features, all right, thank you for sharing that resource page that’s really all the time we have that is maria, said pompel the prospect finder again, you’ll see her at the prospect finder dot com, and she’ll be joining us once a month to talk about her advice for prospect research. Maria, welcome to the show as a regular contributor and thanks for today. Thank you, tony it’s been a pleasure next week, we’re going to lead the leader’s motivating your board to fundraise. Another interview from the fund-raising day conference last june, the consultant, andy robinson and carry kruckel, whose vice president for development and communications at w n tv reveal how to move your board to be the best fundraisers they can be. And the second half of the show explaining earned income are legal contributors jean takagi and emily chan from san francisco. Breakdown what earned income is why it can be good white-collar be bad, why you need to understand it to protect your non-profit and keep it out of trouble that’s what’s coming up next week, you can keep up with with what’s coming up week after week by signing up for our insider email alerts on the facebook page. While you’re there like us and become a fan of the show, please, you can listen to tony martignetti non-profit radio on the device of your choice. Any time you like. By subscribing on itunes getting the automatic download, you’ll find that at non-profit radio dot net on twitter. You can follow me always use the hashtag if you want to talk about the show and the hashtag is non-profit radio on twitter, our creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting his sam liebowitz. Our social media is by regina walton of organic social media. This is tony martignetti non-profit radio. 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012: Going Beyond Google & Everlasting Endowment – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Maria Semple, principal of The Prospect Finder

Cathleen Rittereiser, author of “Foundation and Endowment Investing”

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