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

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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. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio broke 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. 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 money time, happiness, success where’s your breakthrough? Join me, nora simpson, as i bring you re a 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 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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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. 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. Talking. I’m can burger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. 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

073: Three NextGen:Charity Interviews & Your 2012 Prospect Plan – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Abby Falik, CEO of Global Citizen Year; Charles Best, CEO of DonorsChoose.org; and Wali Collins, author and stand-up comic

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

View Full Transcript
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Hello and welcome to tony martignetti non-profit radio for friday, january sixth, two thousand eleven i’m your aptly named host. We’re always talking about big non-profit ideas for the other ninety five percent. I hope you had a terrific new year’s celebration last week. Were you with me? You could not have been. There wasn’t a show last week, so don’t say yes because you were not here last week. There was no show last week, but two weeks ago on december twenty third certainly you were here. But to refresh your recollection since it’s been so long on december twenty third, i had two interviews from national philanthropy day at the westchester county chapter of the association of fund-raising professionals. First, it was linked in lovers jerry stengel, principle of venture near mark halpert, principle of your best interest and maria simple, who we all know and beyond later today showed their love of linked in for research, branding donorsearch volunteermatch judgment, recruiting board members and more. The second interview was your board can fundraise dennis miller. Principle of dennis c miller associates helped you motivate your board for fund-raising with training, proper expectations, meaningful experiences, leadership and mohr. This week, i have three next-gen charity interviews for you all pre recorded at that conference, abby falik is the ceo of global citizen year, and she has thoughts about innovation and leadership. Charles best is the ceo of donors choose dot org’s where teachers post their classroom needs and donors support those needs, and he and i talk about connecting donors to the causes that they support. And wally collins is an author and a stand up comic who wants you to live a regret list life second half of the show will be with maria simple, the prospect finder, our regular prospect research contributor on your twenty twelve prospect plan. She’ll help you devise a sensible and execute herbal plan for your prospect research for the new year on tony’s take two at roughly thirty two minutes after the hour. My block this week is share my optimism for twenty twelve i’m always optimistic at the beginning of a new year i can’t help it, and i’ll talk a little about that we’re live tweeting the show today. Use hashtag non-profit radio to join that conversation on twitter. This show is supported by g grace corporate real estate. Services, and i’m grateful to them for their support. Right now, we’ll take a break, and we’ll come back with these three next-gen charity interviews. The first will be abby falik. So stay with me. 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, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. 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 yu wei take the nasco, stay 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 lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Bilich 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. Metoo welcome to tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven we’re at the tribeca performing arts center in downtown new york city with me now is abby falik, founder of global citizen year she’s been an invited speaker at the clinton go global initiative and also the aspen ideas festival and, ah, we’re going to share have her share some of her thoughts about innovation, as she did here at the at the conference. Abby falik welcome to the show, thanks so much. Tony it’s, great to be here. It’s a pleasure to have you thank you for sitting down for an interview on a very busy day. Um, so our audience is small and midsize. Non-profits but they and i think sometimes they don’t think innovatively i think sometimes there’s sort of stuck in the trees. What? What was your start with your your general message on innovation and creating social change? So i think if we’re all paying attention, there are opportunities beyond what’s, immediately apparent, and sometimes it requires us, as i shared my talk this morning, to step out of our daily routine sometimes to immerse ourselves and foreign cultures or contexts to see things he’s from a different vantage, but that innovation doesn’t need to mean necessarily starting your own business from scratch or starting a new enterprise or being an entrepreneur. Innovation can happen within organizations innovation can be a simple as changing the way you talk about your organization publicly, the way you do your fund-raising the way you’ve structured your online platforms, so the innovation really has to be inspired by the leader. So how does a leader inspire themselves and everybody working with them? Teo to think innovatively and creatively, i think the role of a leader is to envision something that doesn’t yet exist to see the future in a way that is compelling and clarifying on inspired to others. And when you can see that and paint that picture, as i’ve been able to do now with global citizen here, others begin to fall into step, and they and they follow along because they believe in what you’re all working toward. And how do you translate that to your own hiring so that you’re hiring people who are going to be open minded to this and and bright thinkers on their own? How do? You make sure that you’re getting the right people working for you, which is absolutely a challenge because otherwise you’ll be up there thinking great thoughts and no one’s, no one’s following, particularly in the early stage, you need other people who think creatively andare wired as entrepreneurs as well, because to get from xero to anything requires that every body is an engine, everybody can see something that doesn’t yet exist and instinctively reach out to find the resource is needed to apply them toward bringing something toe life. S so so i have found that it is often young people who see themselves as less constrained. Millennials tend to have a knack for believing they can run through walls and make things happen. And so surrounding myself with a creative young team of people who say, see the bigger vision and then are comfortable building the plane well, flying it all right now global citizen year is a non-profit so there’s a that right that’s five oh one c three were five oh one c three. I’d like to say that non-profit is our tax status and not our management style. Okay, excellent. All right, so you’re what’s. The status means is that you do have a board and what do you do for around bored with croup, mint teo, bring people who will be equally inspired? I would say similarly, on a founding board or particular, not so young, no people who are more seasoned business savvy who can help guide me because they have the muscle memory themselves of having built new organizations or are currently leading other organizations. So looking for people on the board who are older and wiser on dh can, you know, essentially be my my personal adviser’s mentors on dh allies in being able to be credible on strategic in in how we grow, alright on dh, how about for yourself? How do you make sure that you’re not bogged down in day to day management? Have it’s very seductive to deal with administration rather than, you know, broader thinking the way you described. What do you do with your recommendation for that ceo? That executive director who is in the trench trenches every day? Yeah, absolutely. I think i am fortunate that i’m wired in a way that inclines me toward the xx external parts of the role, so i love more than anything, sharing my vision and giving other people an opportunity to get involved, whether it’s funders, supporters, allies in in reimagining how young people learn about themselves in the world. And starting with that as the basic premise, i have tried to build a team of others who compliment my skills and who are equally passionate about the set of things that i am not a skilled at on dh shouldn’t be the one to be doing so have recently hired a phenomenal vp of operations who takes the other side of the house, and she takes it as seriously and as strategically as i do with the work i do externally, ok, but that requires terrific insight into your own shortcomings. That’s very cool, right? You have to know where your shortcomings lives. You hyre so a lot of introspection, right? Indeed. And early on, somebody i know and respect very, very dearly suggested that i keep a journal about the things i do everyday that give me energy and the things i do that actually deplete my energy. And that from that list, i could describe a job description that would, over time. Move me. Toward the things that really do get me revved, and from which i derived more and more energy and enthusiasm. And so my pa primary objective is leveraging myself into the role where i am at my best, playing my right roll and surrounding myself by people who are much smarter and more talented than i am in a certain set of other things. Innovation in leadership. Is there anything, anything you want to leave people with? Um i think in the not-for-profits sector, we can often constrain ourselves by thinking too small and even in a you know, particularly in a down economy, there could be a sense of thinking within constraints, and i would just encourage everybody out there to continue dreaming because we’re the ones who need to drive social impact missions forward. Abby falik thank you very much. It’s been a real pleasure. Abby falik is the founder of global citizen year and these kinds of thoughts or we’ll get we’ll get you invited to the clinton global initiative, aspen ideas festival and other places where thought leaders are this is tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven would be falik thank you again very much. Thank you, tony, my interview with that be falik i think she had some outstanding thoughts insights into leadership for social change we’re gonna take a break now, and when we return, we’ll have my interview from the same nextgencharity conference with charles best president, ceo actually of donors choose dot or ge and then wally collins, author and stand up comics, so stay with me. Yeah, you’re listening to the talking alternative network. Duitz no. Durney are you suffering from aches and pains? Has traditional medicine let you down? 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Interested simply email at info at talking alternative dot com. Dahna welcome to tony martignetti non-profit radio coverage of the nextgencharity conference, where in lower manhattan at the tribeca performing arts center and my guest now is charles best charles leeds donors choose dot or ge, where public school teachers post classroom project requests and donors comm pic the projects that they want to support the site has been selected most likely to make the world a better place by the techcrunch community. And in two thousand nine and two thousand ten, fortune magazine named charles in as one of their forty under forty list of businesses. Hottest rising stars. Charles best welcome to the show. Thanks, tony. Clyde, to be a pleasure to have you. Thank you. Um, so using a site you’re connecting donors with projects that they never witness live, how do you help make that connection? How do you get out of the donors feel connected to the work that they’re supporting? Well, we really feel that hardworking teachers out on the front lines have almost a tent up expertise and imagination that’s just waiting to be unleashed. And donors to dot org’s endeavors to unleash that frontline expertise and to generate classroom project requests that may often be better targeted and more innovative than big top down solutions designed by someone who’s ah, hyre up ok, so you want the so the teachers themselves are describing the project and what the impact will be for their for their students. That’s, exactly right there, about twenty five thousand classroom project requests seeking funding at any point in time on donors choose dot organ those projects all submitted by what we call frontline educators, mostly classroom teachers, but could also be a guidance counselor coach library in those projects really are ah, window into both the unmet needs of students and the innovative potential of dedicated teachers. And how do you manage the donor relationship so that donors feel a connection again with the project there most likely never going to see live? They’re not going to meet the students who who benefits from it, who get that impact. How do you manage that? That donor relationship with the projects? Well, even a donor who gives one dollar to a classroom project on donors tuesday dog will get photographs of the project in action. Thank you. Note from the teacher and impact report from the teacher. A couple. Months into the project talking aboutthe student learning that’s taking place, they’ll be able to see a cost report showing how every dollar on the project was spent. And if the donor gave fifty dollars, a more, they would also get physical. Student thank you letters from the classroom. It’s, it’s really rich feedback. It has a lot of our donors feeling like they got more out of the experience out of the exchange than the recipient and it’s it’s kind of our secret sauce and say a little more about the impact report. What what do you encourage teachers to include in that as their writing that for their donors? Because there is so much in the charitable community about impact? Absolutely well, the impact report, the impact letter that we asked the teacher to write to their donors is not filled with jargon. In fact, it might not even pass muster with a foundation program officer, but it is plain spoken from the heart, uh, description of the student learning that’s taken place as a result of their project being funded. And so it sounds like you’re working very hard. Teo have that relationship, even though this is all web based with base e-giving have of relationship between that the donor, a teacher in the classroom where the project is, and the students, because you said that they get pictures from the students as well. Our thank you notes for a fifty dollar arm or gift. That’s exactly right? Yeah, we see a donation to a class a project on our site, not as an end unto itself, but as a first step on a path that will be toward fulfill edged engagement with public school classrooms and low income communities. And key to that is the ability of the donor to write a message to the classroom, telling them why they picked their project, and the teacher khun message right back, even outside of the photos and teacher. Thank you note and teacher impact report and student thank you letters which are ah, part of the process. So now this is significant because the donor’s air having contact directly with the people who are the children that are that are enjoying the outcomes, the impact of their of their gift, and that’s quite unusual, and most charitable work. I mean, there aren’t a lot of donors meeting the people who are enjoying the benefits of that of the agencies or the organizations work that’s absolutely right, it’s not a face to face interaction, but i think it it feels almost just about as as vivid and rewarding and meaningful as a face to face interaction. Tell me a little about the donor reactions that you get after after the the process is completed, and i’m sure you’ve got multiple lots of people who come back, make repeat gift tell me, share some of the feedback that you’ve gotten from donors when they’ve had that close connection with with the classroom. Well, we often hear from donors when they get especially funny or especially emotional letters from students, which which could be a student making a funny reference to recess and how they yearn for it all day long. Or it could be a student talking about the fact that this is the first time anyone’s given them a book. Bonem and and that’s, what? What prompts a good number of our donors toe say that they feel like they got as much out of the exchange as the classroom they were looking to help and what’s the percentage of donors who make a repeat repeat gift you know, the percent of donors who make a repeat gift is excellent if you look at year to year three year for going from year of acquisition the first year that they give to year too, are they giving one year later? It’s actually only one in five of donors who acquired in a given year who then will give again in year two, but if they’re giving in year two there’s a ninety percent chance they’ll be giving in year three, four, five, six and you i’m gonna guess you. Ah, you see this as something that other non-profits should take on is the relationship between the people who are enjoying the benefits of the work and the people who have enabled that work to take place. Don’t you say a little about that for the audience? Absolutely well, you said it well, but we do see the interactions on our site as the basis for yeah, riel correspondents, if not actual relationships between the donors and the classrooms that they’re looking to help and and we hope that this means that donorsearch e donors to settle argast is a lot more than a web site where they’re gonna transact a contribution. Are there many donors that have seen the the classroom’s face-to-face we know it happens, it doesn’t happen is part of our process, but but we hear all the time from teachers who, whether it’s, the teacher or the donorsearch how they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gifts that’s fabulous. They just needed that much more they needed teo for probably for ninety nine and a half percent of the donors, the correspondents, the way you described it is sufficient that’s, right? But for that, uh, half a percent or whatever, i would just say nice. Yeah, but that half a per cent they just needed that closer connection. Totally, yeah, totally, but for the other ninety nine and a half, you’ve got it worked out, and i think the message is is clear for for our audience that that connection is crucial between the donor and the and the and the i don’t like to call them service for the people who are benefiting, uh, and i don’t see much. Of it, yeah, yeah, yeah. All right. Thank you, tony. My pleasure, charles best is leader of donors choose dot or ge and this is tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven. Welcome to tony martignetti non-profit radio coverage of the next-gen charity two thousand eleven conference. We’re at the tribeca performing arts center in new york city. And my guest right now is wally collins. Hey, while he was the opener, welcome. Well, thank you for welcoming me. He was the opener and he’s also going to speaking later. Here it next-gen was a comedian and author. His stand up comedy credits include being on nbc, cbs, abc, lots of other acronyms and cc comedy central. But he’s, also an author, not only stand up comic but also an author, and this is his book. I know you can see it and i’m going to let wally pronounce it as you’re looking at it. How do you pronounce the title? This book it’s called the you never know book of encouragement that’s right? The word is you never know and the subtitle underneath the door is living a regret lous life, right, love that so? We’re talking to small and mid sized charities. Um, how does your work overlapped with charitable work? Well, actually, the whole idea behind you never know. It’s. Not charitable, but it’s motivating. Okay. And charities need motivation. There’s donor’s need motivation. Exactly. Big overlap. Exactly. And the the producers here has asked me to speak to help motivate people to help live their dreams, call for the their goals and desires. And exactly what i did. I was an architect before i got into comedy, and my mom asked me if you could be anything. What would it be? A sin not to be an actor. Now, she’s confused why you’re not going to be an actor. So i told all from springfield, massachusetts. No one famous ever came from springfield, massachusetts. And she says, well, you never know. So it kind of, like, spark mean like, oh, wow. So i pursued comedy and i just kept that mantra in my head. You never know. You never know. And with that, i was one original holst on comedy central show. In fact, i was the black first black holes on comedy central. And when your when it was that nine hundred ninety one and so i kept that mantra in my head, i said, you know, i can go for anything because i don’t want any regrets, and the whole point of you never know is that i don’t want to be that person on my death but saying, i always wondered what it was like, i always want to know i’m always curious about what if what if i had, i regret not having exactly, and sometimes we would do it, like end of the day, like, you know, going to hello to that girl to that guy or how combine to make that phone call, how come i can’t get to that charity, you know? So how come i didn’t donate? I should have donated, you know? So i want people to live in regret this life, because that is the key to happiness, it’s not about, you know, the result or succeeding our failings, the fact of trying and i realized that that once you try and then you’re in the trying that’s, what happiness is like, the example i give is that when you go on a journey, it’s a long journey and when you get to the place, you need to get to see a friend of family. The first thing to say to you is how was your trip? You know, it’s about the journey is about to try. So i realize that. And so i wrote this book there’s fifty two encouragements. And the each encouragement is to inspire you to go through any kind of door. Any kind of problem in-kind obstacles. All right, so there are fifty two of them. One a week is that they’re with your own mended. Oh, yeah, coincident that was no, no, i actually i want to do one a week and let let that be your mantra. Let that be a motivator for the week and people who read him all the way through some people read about random, you know, and it’s it’s, it’s really cool. Because it’s getting great reviews and people are gay. Give his gifts now to friends and family. Can we talk about a few of the way? We want people to live a regret lis like exactly. We want them to be motivated not only in their work, right? I mean, what does for work and all. Aspects of life. Exactly. Personal life. Your work. Exactly. Relationships, you know, losing weight, anything into your health. The book talks about, you know, it’s good inspires you about but your health, we’re gonna go. So can i, uh, not a challenge. I’m no. Now go ahead and pick out the ones that i think a little interesting. Maybe you will find something provocative. I don’t know, but okay, i don’t know. Well, let’s. See? Listen and learn. Well, that’s. What? Your lesson around. Listen and learn. Listen and learn. You can learn a lot about a person if you just shut. See that the person talk and i don’t. I can learn so much about your guy would just keep quiet if i would just ask you some decent, open ended questions that i would learn so much more than is in this bio or something. Because people know comedian and author and that’s what i understood. But it’s, just if i would shut that trap, i could learn so much more about you much, much deeper than the book or any bio would reveal or anything like that right now. That’s. True. Exactly. I was quiet and listen. To what i learned about you, that’s, the whole point of listening learning is that you do learn a lot about a person, just let them talk and not necessarily agree disagree what they say, but just not your head from time to time to say i am listening to you and you really learn about their values, their views there, big city personality so that’s part was one of the encouragements just just listen and learn about someone, just listen, and i’m going to drive that directly to the the non-profits that were talking to in terms of listening and learning from your donors, they’ll tell you so much about why they give to your charity what it is that is special in there lives about your work, right? And when you can key on those things that you know, move them to give, then you’ve got a sweet spot and you you’ve got a method of justin simple helping them to give just that simple. Excellent well, alright, way, no there’s intersection we’re exploring, finding, picking out, then go ahead and shuffle through the a fish life with a fish life about well, it’s basically like a metaphor. You look at fish in an aquarium and their content. But they’re in an aquarium and the way we think a lot of people think is that, you know, they’re content where they are. And so i’m going to live the rest your life, living as a fish in an aquarium. Or do you really want to go through that door? Because the logo for you never know is a door it’s, a partly open door, that’s, possibilities, opportunities. So are you going? Allow yourself, just basically get into the united state of mind and brought and brought in your your world to a beautiful sea of possibilities and opportunities. No commentary e very well said, right? And i think it’s a terrific metaphor also dahna arika head it’s no, this is a great one. This is an uplifting let’s. Celebrate good times right now. That’s pretty much it for today. Everyone, we have a habit of holding onto champagne. We have a habit of you know, now i’m not gonna wear tuxedos with something special happens, you know? But i realized that and it’s kind of fun. I do. From time to time i put in my tuxedo, my wife, we we put it on and you know, we’ll just celebrate that day. We’ll celebrate tuesday, all right? At home, where you go out on your talk, we go on your evening attire, we go out and and we go out and celebrate and people looking like what you celebrate, like celebrating tuesday like and they can’t say that something like oh, yeah, you know, celebrated don’t wait, celebrate today and take the time to recognize what in your life merits celebration and there’s so much and one of the encouragements called take inventory and in order for you to basically receive things in your life that you want appreciate the things that you have already, and we take him for granted, you know, the simple things like the breath in our lungs, in the fact that we can, you know, we can listen, we can hear those simple things we take for granted as we have them all day we have every day. So if you take inventory of all the things that you have, then the other things that you want to receive or things that you want to think you want to achieve a lot easier don’t stereotype standup comics bourelly has some terrific thoughts that i think apply t the charitable sector, and certainly well beyond his book is the you never no book of encouragements, there’s, the door opportunity and below that live a regret list life, right? And while he collins is a comedian and author, and again, he stand up comic credits, all kinds of nbc, cbs, abc, etcetera and well, here, i want to thank you very much for being my first guest at next-gen thank you for having really appreciated my pleasure. This is tony martignetti non-profit radio coverage of the next-gen charity two thousand eleven conference where the tribeca performing arts center in new york city while he thank you again, you’re welcome my interview with while the collins and i want to let you know how you spell his name is w ay l ay while the and his book that you never know, book of encouragements, that first word is spelled, why apostrophe and e v a n o, you never know, and you can always find him. Of course, by just googling his name. We’ll take a break when we return. Tony’s, take two and then maria simple on your prospect plan for two thousand twelve. So stay with me. You didn’t even think that shooting, getting, thinking things, you’re listening to the talking alternative network, waiting to get anything. 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 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. 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 non-profit radio. And i’m ken berger from charity navigator. No. Durney welcome back to the show. Time for tony’s take two at roughly thirty two minutes after the hour. My block this week is share my optimism for twenty twelve i can’t help it a tte the beginning of every year. I am optimistic about what’s coming even in january of last year, two thousand ten, early deep in our recession, i was still looking forward to what was coming in two thousand ten i always feel that way, and i’ve hardly ever been disappointed about that. Um, that was last year. Well, in two thousand ten, deep in our recession. Oh, two thousand eleven was our recession. We’re deep in our recession. Even the year before that. Sam is prompting me. It doesn’t matter what year was we’re talking about, sam. I was i was still optimistic. Um, so this year, what i’m looking forward to is among many other things that you see on the block is expanding the reach of the show on itunes. If you’re listening on itunes, you’re one of roughly a thousand a little more than a thousand people listening each week to the podcast on itunes hope to expand that and also due maybe. One or two more conferences than i did last year where were on the exhibit floor like the nextgencharity conference that you heard three interviews from today on there’s other stuff coming up, so i hope you’ll take a look at that. And also, i hope even more important, in that you’ll share with me what you’re optimistic about their only already. Some comments on the block. Please add yours. You’ll find my blogging mpg a dv dot com and that is tony’s take two for friday, january sixth, the first year first show of the new year maria semple is with me maria, how are you doing? Hello, tony! Happy new year! Thank you very much. Happy new year. 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 donorsearch prospects now again welcome maria. We’re talking about your prospect plan in two thousand twelve that’s right? I thought it would be a great way to kick off our first show together of twenty twelve so i’ve got some great tips to share and i know that you had done a a bit of a survey prior to this show is, well, do we have any results on that? Sure, we do. Look at the she leads right into the survey. That’s. Cool. Um, we’re going to be talking a little about donordigital bases, so the i’ll share one of the questions, which was, do you have a computer based fund-raising and donor management database, and about eighty nine percent of respondents do have a computer based, and then roughly eleven percent do not. So what is your advice around a. A computer based okay, great. Well, actually, i’m delighted to hear that the statistics were as high as they were in terms of organizations that are using one. Um, i hope that those that are using one or are thinking about selecting one, um, do a little bit of homework in advance, and there are some great websites to be able to help them do that. Um, as a prospect researcher, right? Or a fundraiser? Oh, our executive director of a nonprofit organization it’s really important that all those meetings that you have with prospect, all of those touchpoint whether they be through email marketing through, uh, letters that are sent out, annual appeal, etcetera, that all of that is somehow captured and recorded into some sort of a system, and there are wonderful systems out there now to do some advanced research on what to use what to look for. A couple of websites. I want to point your listeners toward, uh, idealware idea l w a r e idealware dot or ge is actually a web site that is, uh, themselves a non-profit that they helped non-profits makes smart software decisions. Um, and they actually have a page on their site. Talking about how to choose software. Uh, they have one that i noticed that was published june twenty eleven. A consumer’s guide to low cost. We have a live seminar coming up january twenty sixth of this month on choosing a low cost, so definitely anybody thinking about this for this coming year might want to check out idealware dot or ge? Um, another great site is tech soup, and this probably won you maybe even touched upon in the past on some of your shows. Tony uh, tech soup dot or ge t ch soup dot org’s great site to help non-profits so forth and you can actually get, uh, low cost and sometimes free technology through them. So both those sites would be great for doing some research and trying to figure out which system would be better. And we’ve also had scott koegler our regular tech contributor, i’m talking about don’t management software several shows ago, but it was it was on a cloud based discussion that we were having, you know, and maria, i think a lot of people just think of the one big player they think of blackbaud and razor’s edge, which is many tens of thousands of dollars to get into, and and i think a lot of non-profits don’t realize that there are enormous numbers of alternatives. Teo razor’s edge. Yeah. There are actually an interesting that you mentioned blackbaud because one of their divisions is e tapestry, tapestry, dot com. They used to be a standalone company and were absorbed a few years back. However, they are one of those cloud based type systems that you just happen to refer to, um, and also very low of low cost entry point, etcetera. So that might be something to think about. I am a stand of using something that is cloud based. I like the fact that the system is, uh, all of your donor information is not actually housed in your office. In terms of in case there’s a fire or a break in or a flood, you know, there’s so many things that could disrupt your ability to just pick up and proceed your fund-raising program. Sam wants whatever the tragedy is, you know, has has passed. Maria, let me let me interject there from the prospect research perspective. What else do you want to see in a donor management system? I want to see something that is very easy to use from a staff standpoint as well as a board standpoint. So the simpler the system, i think the better if they can’t. If a boardmember can have a a meeting with a donor or a donor prospect, let’s say they have a dinner meeting, and then they’re able to go home right afterwards, log into the system. Uh, password protected system, obviously, and record the contents of the high points of the conversation. That’s going to be extremely useful to get with, you know, like a contact report. Dahna filed right away while it’s still fresh in their mind. So i think that’s something that’s easy enough for both staff and board. Teo use obviously password protected and it’s my understanding that you can even have, you know, certain levels of information accessible as well to various people. So something that’s easy to use, easy to produce reports if you can have something that will integrate with sending out email marketing, uh, obviously something that’s going to integrate with the mail merge system of some sort that so that you can do all of your mailings right from that system and capture the information. I love that you mentioned the contact report because that is such a wealth of information when and critical. Information so that when volunteers like boardmember turnover and ceos and fund-raising director’s turnover, the institutional knowledge isn’t lost, its preserved it’s it’s critical because the donor and the volunteers, they remember those conversations, but as staff in the non-profit turns over the non-profit could lose that valuable information if it’s not preserved, right? Absolutely. It’s it is it’s very important, tony. And i know even in your work that you do with plan giving. I mean, imagine, you know, you walk into an organ is ization that has had some what of a decent say, major gift program in place? Um and then they want to introduce ah, more integrated plan getting component and then staff changes. And suddenly you have no idea what conversations have potentially taken place in the past about plan giving. You had captured somewhere it becomes embarrassing to the organization. Yeah, absolutely. You know, because the donor is going to expect that that his wishes, his concerns, his or her concerns were captured somewhere. And it doesn’t matter who he’s talking to with the organization. If it’s a new face, that new face should be well aware what that donor’s intent is for the future and you have some advice around from prospecting within, which is sort of what you’re leading to. It doesn’t have to be leading to a planned gift, but mining that database in your two thousand twelve plan, right? Something that they may want to focus on for this first month or two the year why not take a look at who your top ten gift were in the past year? Okay, whatever that that gives level is for your organization and then taken also take a separate look at what the top ten prospects have been for your organization in terms of lifetime giving. So here we’re talking about individuals ok, way we’ll get the institutions shortly, right? So what? What i’m hoping is that by being able to identify those those people, there may be some cross over there you may want extended even to top twenty, depending on the size of your organisation, but then you’ll have perhaps a nice pool of people that you can begin to think about a great cultivation plan on start putting something on the calendar, maybe a nice cultivation event coming up in the next safe um, it’s beginning of the next quarter, right? So come up with the names what the plan is gonna look like for cultivating these individuals. What the event will look like whether it should be it. You’re home someone’s home at your organization, you know? And you know, morning evening, whatever seems to be the right fit for your organization. Or maybe try both. And, uh, think about a way to cultivate those donors and elevate their gift further. So that’s a bit of reactive and proactive prospecting really combined. Let me define that. I know you don’t like jargon, ok, i was she cussed me out. You’ve been on the show enough times. I could tell exactly as she had the spurs raj and the jailers keys jingling in the background. So reactive research. You have names of individuals, you need to know more information about them. So you have no names and you need to know more about those individuals. Ok, proactive is when you’re proactively trying to come up with a completely new individuals. Ok, so the great thing about a cultivation event is even though you have individuals who are giving to you, why not encourage them to bring a friend? Bring a new person to the table who would also benefit from knowing about your organization? Maria. One of the poll questions was. How would you describe your prospect, research, proactive research, proactive, reactive or a combination? About twenty two percent said proactive, about twenty two percent said reactive, and about fifty six percent said some combination of proactive and reactive, which is what we were just talking about. We’re going to take a break right now and maria simple, of course, the prospect finding will stay with me, and we’ll continue talking about your prospect research plan for two thousand twelve. So i hope you’ll stay with us. Dafs you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing time? Duitz 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 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. Yeah, zoho. Maria simple and i are talking about your prospect plan for two thousand twelve and i learned that we have a listener in dhaka, bangladesh. I think i know who that is. Hello. Hello, daka. Good, good. Tio, have you with us as well as there are a couple listeners in the u s also, but we should recognize our bangladesh listener. Um, maria. So we’ve talk about proactive versus reactive. What about doing some more proactive research outside of your own database? Okay, so one thing i want to make sure i set aside some time to talk about is setting up alerts. Tohave information pushed to you. Let’s. Get some of this put on autopilot for twenty twelve. Uh, let me talk about some ways to do this. If you, uh, go to google, set up a free google account, you can set up an alert, a google alert on whatever you want. That means that every day google is going to go out on the web and scour it for information related to that word or that phrase, uh, that you’re going to want to have them look for on a daily basis and they will push that information out to you so let’s google do that legwork put push the information to you and you can take a look at the search results as appropriate. Maria, how do you set those? How do you set up alerts in google? You go into google and then there is a spot where it’s one of the options going across the top. It’s not if it’s not there, they’ve moved it. Look under the more tab, and then you’ll be able to find how to set up alert. What i would suggest is, again maybe sticking with your top ten donors set up an alert on their name. Okay. Ah, and this would be a good way to find new information that might that might come up on those donors. Uh, we’re proactively if there are potential donor prospects that you would proactively like to find out more information about, um, somebody that you’re thinking about incorporating into your fund-raising plan at some point in the near future, why not start having google gathered some information and push it over to you? Also, your organisation’s name? Just a great way to keep tabs on how your organization maybe mentioned. Out on the web. Uh, newspapers have alerts that you can set up and, well, okay on, we’re still in the free category, right? We’re talking about free resource is yeah, this is all free. In fact, one of the newspapers that i like to have information pushed from happens to be my statewide business publication, and gabe is, and they actually push news headlines to me. So this is a great way for non-profits to proactively stay on top of what’s going on in their business community in their state, okay? And then have an opportunity to take a look at some of those business headlines and i’ll bet you they’re going to be some gems of information in there on some companies and business owners that they had no idea we were right in their own backyards that are actually very successful while we’re talking about alerts, how do you get the alerts? They you actually set it up so that you indicate what pieces? Well, on the business publication, they just send you business alerts related news going on in your buy-in email you mean that’s a particular email it to you right on google they e mail you the search results on whatever the phrase is that you’re interested in in researching. And i think a lot of these alerts to you can set the frequency whether you want your alerts daily or weekly or something like that. Yeah, yeah, absolutely. On google, i happen to have alert set up to be sent to me daily on certain phrases that i’m interested in keeping tabs on prospect research, high net worth things of that nature, another source that actually is foundation related. So this will help us to segway into what we want to look at in the foundation world as well for our twenty twelve prospecting plan. Ah there’s a source called foundation search dot com that is one of the foundation research sites, right? But one of the things that you could do with them is set up a free email alert. When new foundations are registered in your state, you will be emailed and alert indicating that a new foundation’s been registered. So this is a great way again. This is a pro active measure on your part. Stay on top of new foundations. New family, foundation’s being registered thiss would potentially give you an opportunity to get in the door a little bit sooner than maybe one of the other non-profits state and that you are elegant was foundation search dot or ge dot com dot com foundation search dot com excellent. All these free resource is, you know, one of the whole class went out, that one is actually a fee based. I didn’t want to leave out only because they do have that alert service within the foundation community, which sometimes non-profits are really looking for that extra edge. One of the poll questions was do you know that there are lots of free resource is for prospect research, and only twenty two percent of people said yes, and the other seventy eight percent said no, i better listen to the show. So i hope that they are doing that because we’re just maria has just given you three or so free resource is that looks like about another free prospect research tool site for your twenty twelve plan and just about a minute and a half, we have left. Okay, well, i have a bunch of them aggregated actually in a free down. Tell us where where do we get the dunlop found my website and it is a free resource called going beyond google to research your prospects so that one has a number of resource is in it. But one that i thought i would highlight. Let me before you go before you go further, let me just remind people that your site is the prospect finder dot com. Right. Okay, go ahead, plea. And what you can do is one of the resource is that i was thinking about the great toe highlight because it’ll help point you in the direction of both businesses on business. Bonem maria, we just have about a minute left. Okay? It’s reference yusa you can get it free through your local libraries. Could do it search based on your criteria, the types of businesses you’re looking for on again, this is a great way something for you to do proactively first quarter of this year and figure out a way to implement and integrate these new businesses that you find a small, medium, successful businesses in your communities. I hope that seventy eight percent that didn’t know about the free resource is are listening. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now and she’s our regular prospect research contributor maria, thanks so much for being on again. Thank you so much. Happy new year, everyone. Thank you. We’ll talk to you in february. I want to thank maria simple and also abby falik charles best. And while he collins for sitting down with me in a very busy day at the next-gen charity conference and my thanks also to the leaders of the next-gen charity conference next week, podcasting primer john federico, principle of the new rules and our remote producer for this show will be with me if if you’re not listening to this show on friday, january sixth, which those of you who are now with me are doing, but for the thousand or so people after today, you already know what podcasting is because you’re listening to one, but john is gonna have is going to explain how to do podcasting as outreach for your non-profit how to get started with budget and gear and content and format and strategies. Maybe you will start your own internet radio show, but don’t call it twenty martignetti non-profit radio. That name’s taken scott koegler will also be with me next week, he’s, our regular tech contributor and the editor of non-profit technology news, and we’ll be talking about twitter organization pages what are they? Should you jump in? And if so, how should you get started? Keep up with what’s coming up on the show. Sign up for our insider email alerts on the facebook page. If you like the show like us on facebook, click that button you know you can listen live our archive archive go to non-profit radio dot net non-profit radio dot net that will take you to our itunes. Paige subscribed there and listen anytime on twitter. You can follow me! Use the show’s hashtag use it with impunity that hashtag is non-profit radio we’re gonna have a guest tweeter next week guest live twitter next week is going to be dan blakemore. This show is sponsored by g grace and company. 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E-giving cubine looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Ethan. 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. Hi, i’m julie, hi, i’m julia, what are you wearing? Welcome to j and j’s. Secrets of style and beauty. We know there’s, beauty and style, and all you do, whether it’s a job interview, first date or wedding, we also know that not everyone understands what works best for him or her. We’re here to help. Think of us as your personal beauty style and grooming guru’s, as industry experts will give you the best information for men and women on howto look phenomenal. Tune in tuesday’s of eight pm tto. Learn how to look your best. 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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. Talking all calm.

038: A Conversation with Hildy Gottlieb – Tony Martignetti Nonprofit Radio

Tony’s guest this week is:

Hildy Gottlieb, author of “The Pollyanna Principles”

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

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No. Dahna welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host tony martignetti i hope you remember last week. I hope you were with us last week when we had all about awesome auctions and sassiness was roger divine of schoolauction dot net was my first guest, and he told us all about online silent and gala auctions. And then scott koegler, our regular tech contributor and the editor of non-profit technology news, joined me yet again to explain that software as a service or sas, which i was calling sassiness, is gaining popularity, and we talked about whether your office should be a part of that trend this week. It’s a conversation with hildy gottlieb she is the author of the polyana principles, and she has transformative ideas for nonprofit organizations to create what i think is monumental change in themselves and their communities and the world, and i’ll be spending the hour talking to hildy, and she’ll be sharing her ideas on tony’s take two at roughly thirty two minutes into the our planned giving is a jealous mistress. Whatever job responsibility you might decide to pair planned e-giving with your plan giving program will not realise its potential. And that’s from a blogger posted i did this week and that’s on tony’s take two this week. So right now, we’re going to take a break. And after that, i’ll be joined by hildy gottlieb for the hour, talking about her book, the polyana principals. 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 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 crawl are said to want to nine, six four three five zero two for a free consultation. That’s lawrence h bloom two one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney welcome back to tony martignetti non-profit radio i’m spending this hour with hildy got lead. Hildy is the author of the polyana principles reinventing non-profit organizations to create the future of our world, published by renaissance press in tucson, arizona, he’ll be helped develop the current master’s degree program in community leadership at do cane university, where she has taught she was awarded a points of light citation from president bill clinton, and she hosts the monthly podcast making change for the chronicle of philanthropy. She’s, the co founder of creating the future, a nonprofit organization in tucson organized around the polyana principles. Our other books include friendraising community engagement strategies, fir boards who hate fund-raising but love making friends, community engagement, step by step action kit and bored recruitment and orientation. A step by step common sense guide i’m very pleased that hill, these most recent book, the polyana principles, brings her to today’s show hildy. Welcome, tony. Thank you. It is a pleasure to be here. Oh, it’s, my pleasure to have you. Thank you. I’m going to start by reading a little quote. That is in your book you say that we are creating the future, right? Now, with every decision we make with every word we speak with every action we take, what is the potential for our future under the polyana principles? The potential of our future with or without the polyana principles is amazing the potential of our future because we are creating the future with everything we do with every you know, if i say something nasty to my kids in the morning, i’m creating my future and her future and probably her teachers future and all of that. If we have a wonderful morning, we’re creating the future in that way. And so the future is ours to create. And that just means anything really is possible. Unless it’s physically impossible, anything is possible. Yes. Only the laws of physics constrain us pretty much excellent. Look, pretty much well. And, you know, we thought the laws of physics constrained us and wouldn’t let us get to the moon. And we proved that wrong. So you never know, right? Just on a system level, of course we’re going to dive into the detail, but on a broad level, what are the polyana principles? Boy? Oh, boy, let me out! Let me move that. Question teo, too a little bit of a different context because my listing out the principles people are going no, no, no, yeah, we’re going to talk about each one in detail. Now i don’t mean for you to list one, two, three, four, five, six. But just as a general. Like what? What? What? What sort of a system is it? God. Okay, well, what it really is is it looks at the question what will it take for every organization in this sector to reach his potential? Because that potential is it’s amazing communities. It is the community’s we all want to live in healthy, vibrant, amazing places toe live. It really is humanity’s potential. And so the pollen of principles comes from analysis of looking at with all of the work that organizations were doing globally. We have millions of organizations with millions of people working in in this sector globally. Why is everybody so frustrated that change is not happening and certainly it’s happening incrementally. But why has everyone in this sector so universally frustrated that we’re not creating the results? We innate li sense that we can create. And when we looked at what was going on in the sector and we looked at it from a very practical standpoint because we were we were consultants who came out of a former life as business, turn around people. So from a very practical perspective, saying, you know, we changed our lives to change the world, how come things aren’t changing this fast? And what we found was really two things going on, the first reason that organizations don’t create the communities that they know in nate leave that they had the potential to create is because we don’t aim at that we aim at fixing problems, which are very, very, really need to be fixed, but we’re sort of aiming reactively rather than aiming at what would it take to build healthy, vibrant, humane communities? And we’re going to have opportunities to talk about that as we talked about the principles, what goes into that? Okay, and then another, please continue. Yeah, so that’s that’s really, what the principals are about is how do we create a system that do it name at the change that we want to see in communities and do aimed at our potential. So that’s that’s the quick answer to your question of what are the systems that that undergird that the pollen of principles air really named thank you and the organizations that we’re talking about working through on would you have just about a minute and a half or so before break before we get into the details of the different principles? But those organizations were talking about working through are commonly called non-profit organizations, and you have that in your subtitle, but you prefer community benefit organization. Why is that? Well, because non-profit talks about what we’re not, you know, when i when i meet you, i don’t immediately look at all the things you’re not. I look at all the things you are, tony, nice to see you, you’re not very tall, exactly exactly. And so when we call ourselves by what we’re not, we’re comparing ourselves to something and not measuring up and when we call ourselves community benefit organizations that’s exactly what we are and it’s exactly what we’re about excellent love the phrase, and we’re going to talk about the potential for community benefit organizations making change within themselves within their communities and within the world. When we returned with hildy gottlieb after this break, we’ll get into detail about the polyana principles. Please stay with us. They didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking, alternate network, getting anything. Good. 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 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 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 duitz looking to meet mr and mrs wright, but still haven’t found the one. Want to make your current relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Schnoll welcome back to tony martignetti non-profit radio my guest this week, hildy got leave, the author of the polyana principles. Well, we were going toe to step through the principles because obviously, i think that’s important for people to understand what the what the system is and what it’s elements are, but then, you know, we’ll have time to talk about implementation and hopefully even some of your work dahna in at creating the future, so let’s, start with the first principal is about accountability. What is what is that principle? And what are we accountable for? The first of the principles is that we accomplished what we hold yourself accountable for, and and one of the one of the things that we have found in terms of, um, of accountability, when we think of accountability in a classic organization were really everybody knows accountability rests with the board, right? Always, yes, right, and and and we’ve got that drill down boards understand they’re accountable. They’re not entirely sure who they’re accountable to or what they’re accountable for, but they know they’re accountable, so what we teach them is that they are accountable for ah fiscal oversight for legal oversight. For operational oversight, which is all of this stuff that’s going on inside the organization, what we don’t keep them. And when i say we i mean, just about every governance that’s out there, you mean the commune, the community benefit organization, community, you don’t mean you’re consulting? No, no, no, you’re consulting different? Yeah, yeah, what, what? What we do as a sector? What if you were take a governance class at any of the governance institutions around the world? If you were to take a governance class at a university, if you were to take a governance class at a non-profit resource center or if you were learned governance from ninety nine point nine percent of all consultants, you would learn that governance is accountability and talk about fiscal accountability on dh legal oversight and operational oversight, and then you would look at what we sort of tend to call boardman can ix the stuff of being aboard, so you’re accountable for your own orientation and you’re accountable for recruitment and you’re accountable for policies what we found as we started to look at the question of what’s holding this sector back is that no one is talking. About how we be accountable as boards for creating significant improvement in our communities. Nobody talks about that accountability. No one teaches us how to be accountable for that and that’s leadership. That’s, really, what the heart of leadership is is holding ourselves accountable for creating for making the difference. We got onto the board in the first place to make. And so what we found as we started to really rip things apart and take a look at them is that we are taught to hold ourselves accountable for the means for the internal operations for legal. And you know, you look at the reports that boards get at the table. They talk about finance, they talk about human resource is those are all the means to accomplish the ends. But no one teaches boards howto hold themselves accountable for the end results. And so when we looked at what would a governance system look like if it were helping boards hold themselves accountable for creating the change they want to see in community? Because that’s where they got on the board in the first place, that would be a governance system that shows boards howto hold themselves accountable. For end results in the community not just tells them they’re accountable, but shows them how to do that and then shows them howto hold themselves accountable for the means within that s so what we’ve done as a sector is taken the means out of context focused everybody on the means. So what do we have? We have we have strong organizations focused on kapow city, building an organizational effectiveness internally without any focus externally and certainly not bored accountability focus externally guiding the organization towards creating the change we want community in our community, right? I wish we could spend more time on each of the principles, but we just don’t have that luxury. So of course i commend to your attention the polyana principles by hildy gottlieb second is that basically, each of us is creating the future. What do you want to say about that? Well, if we will bring that back again at the organizational level, organisations create the future by planning and we’re taught that strategic planning is you know, it’s it’s, our organizations that are best we plan so that we can we can be the best we can be. And yet when we looked at planning planning doesn’t ask the only question that matters, which is how is our community going to be an amazing place to live because of the work that we’re doing? What planning does instead is it looks out just a couple of years into the future and says, well, what do we think we can accomplish? Or there’s a problem we need to solve, but we could never solve the whole problem, so will will add ten percent more staff on the south side now what we wind up doing if we really look at what that means in terms of planning is our planning is reactive to what’s going on in the community, and it is incremental because we know we can’t solve the whole thing, and so when we look at holding ourselves accountable for creating the future of our communities, we create a planning process that ames first at the fuel teacher we want to create and then created a critical path towards that future, not just saying well, here’s our vision for what one hundred percent success would look like a food bank living in an equitable community where everyone has their their basic needs met. But now let’s get back to well. We have to react to what’s in front of us no it’s saying here’s what the future would look like and here’s the critical path that it’s going to take us to get there. What do you say to people who would react that this is lovely and utopian and naive thinking it works? Wei have been not only doing this work ourselves when we were doing consulting, but having stepped away from consulting to build creating the future, creating the future’s entire mission is to make the practical means that we have discovered which is mostly what the polyana principles is about. The book is three quarters of it is case studies showing that this is a practical, if nothing else, but we not only have have done it ourselves as consultants, but creating the future is all about teaching others to do this work and watching the consultants that we have trained in this and the incredible results they’re seeing in communities, you know, the only answer is it works, and then it happens faster then anybody can believe happens because we take the blinders off and we aim at it, hell, he’s been referring to creating the future, which i do hope we have a chance to talk about a lot more detail toward the end, but you’ll find that falik her, the organization that she co founded at creating the future dot org’s. Hildy, you’re the third principal, i’m going to read everyone and everything is interconnected and independent interdependent whether we acknowledge that or not. So we need to tear down some walls we have, we have the wonderful opportunity to tear down well, the thing that’s been interesting as we again looked at what goes on in this sector is if you left organizations to their own devices without any external stimuli, and i most by that i mean funding sources, they want to work together because they know innate lee that the only way we can accomplish something is if we all work together, but we’ve created funding systems that force organizations to compete with each other, and we can’t simultaneously build trust and compete with each other. And so when we have worked with thunders to look differently at funding there’s, some examples in the book where funders actually have found that it’s a misnomer to think that we can’t fund everyone we can indeed fundez everyone, even with the limited resources that we have when we look differently at the way we’re doing our work, and when we aim at taking advantage and building on what interconnectedness can do for bringing together organizations to ask, what can we accomplish together that we can’t accomplish on our own? Have you worked with public sector funders, government funders or you’re referring just to what hyre private funders, the flexibility that private funders have lead them to be more likely candidates? And so we have worked primarily with private funders, you know, as everyone knows, government is is certainly not the dog it’s the tail, and hopefully the dog could wag the tail rather than the other way. The the next principal is values based, and i’m going to read again from from hilda’s book when it comes to changing values. It is not just the mission that matters. It is the degree to which every part of our work can act as an example of what those values would look like in practice. Would you share with us the story of the disability? Care group on dh how that relates, tio polyana, principle number four you know, i i just had an example come up the other day, and if i can, so is it a better one than disability care group it’s one that way see these kinds of things all the time we see a domestic violence organization and, you know, i need to preface this with i couldn’t make this stuff up, so i have i need to start by saying i truly couldn’t make this stuff up a domestic violence organization whose board was so abusive to the staff that the staff unionized way i see i’ve i’ve worked with the leadership organization where the board was, so be rest of leadership. I mean, these are guys that teach leadership in the community that they needed someone to come in and help them, but basically they should have gone through their own programs, but the one that that just walked in heart our doors this week was a a community visioning group called on the phone, and when we round up talking to them at at length, we found that the problem they had was that this community visioning group did not have a vision for its own organization and how that organization fit into the community. The vision group was myopic. So? So, you know, it’s consistent you look at, you know, a domestic violence organization that that is being abusive to its staff. You look at the example that you quoted in the book, a disability organization that was not paying it people enough to provide the care they made it to provided an attentive level, they were paying minimum wage to folks that we’re going to go out and take care of the very basic needs of people who were in need. You go on and on, and you watch the disconnect. What we’ve found work no is if we ask the question, what behaviors if we’re to aim at the community we want, if we were to aim at a humane, vibrant, compassionate community, whatever our mission happens to b, what behaviors and values would we want to see in others in our community to reach towards that? So whether it is humanity towards folks with disabilities, whether it is a community that is respectful to others in terms of domestic violence, what behavior do? We want to see in others. And how will we model that to the community in the way we do our work? And how will we make our decisions in a way that adheres to the behaviors in the values we want to see in others that’s really being the change we want to see and being yes, and committed to what we say we believe in, right? Your next principle is that strength builds upon our strengths, not our weaknesses. And you say that you want to eliminate the assumption that scarcity is reality, why’s that because reality is what we look at. If we see scarcity, that will be our reality. And if we see sufficiency, that will be our reality. When we look at individuals who walked through our doors in many organizations, we can see them as weak in need of service, or we can see them as having a pile of strengths upon which to build my business partner. Dmitri likes to quote that we can see stephen hawking as a debilitated human being who can barely take care of himself. He could barely breathe on his own, or we can see him as the most brilliant physicist we’ve ever known and it’s all on how we look at things. So when we when we see the individuals who walk in our doors and not only ask them the list of what’s wrong, but ask them what they have to build on, we know that that strength builds on strength. Well, the other thing that we forget is that the same works for our organization. So we will watch an organization that may very well be building on the strength of the folks in their community. Some do some don’t even those who are building on the strength of their community. When we asked them, do you see your own organization as strong or weak? Oh, no, we don’t have enough money and we don’t have enough volunteers on, you know, we’re definitely not strong, and even the term capacity building makes the assumption that we need to build capacity. It doesn’t say we’re building upon our own capacities. It assumes that we need to bring in expertise and build capacity when in fact organizations have tremendous strengths and resources to build upon. Okay, yeah, assumes a vacuum we’re starting with with a void we’re gonna take a break with hildy gottlieb she’s, the author of the polyana principles. When we return principal number six and i will talk about some implementation and hopefully her work at creating the future. This is tony martignetti non-profit radio stay with us. 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 buy-in, 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 dafs welcome back to the show, it’s, time for tony’s take two at roughly thirty two minutes into the hour this week based on ah block post that i did, the name of the post is planned, giving is a jealous mistress, and what i’m trying to bring out in that post is that when you pair planned giving fund-raising with any other fund-raising responsibility, the plan giving program in your non-profit or community benefit organization is going to suffer and that’s because of a few things and obviously lay them out on the block. One of them is that whatever you pair it with is going to have much shorter deadlines than planned e-giving i’ve seen director, i’ve seen the title director of annual giving and planned e-giving and say, you know, in the fourth quarter of the year, annual giving that annual fund those mailings and and checks coming in, those can sometimes have weekly production goals, andi even through the year, there are at least usually monthly production goals for for that type of fund-raising and planned giving is such a longer term transactional relationship building between the prospect or donor, and the and the professional fundraiser or the or the executive director who’s doing the fund-raising but it’s just not practical for planned giving to get the time or attention that it needs. And what that leads to then is sort of management deceiving itself, thinking that planned e-giving fund-raising is is covered. You hear that? A lot we could we have that covered it’s covered, really only nominally it’s in someone’s job title, but it’s not getting really time devoted to it. And there are other reasons that pairing plan giving is difficult to makes it difficult to achieve your playing giving goals and that’s all in my post planned giving is a jealous mistress and my blog’s that m p g a d v dot com, and that is tony’s take two for friday, april twenty second. I’m with hildy gottlieb, the author of the polyana principles we’re talking about innovation and transformative thinking and how every community benefit organization can can take this on and build themselves their community and the world well beyond what traditional thinking would would lead them to believe i said that. Okay, hildy, my capturing alt-right you’re doing great. Okay? All right. Um, so we ended with not building. On weakness, but our strength building on our strengths. But just what about fund-raising? I mean, you mentioned it, a cz, a typical, you know, mindset of scarcity, but but don’t. Community benefit organizations have to continually fund-raising mean, don’t. They have scarce dollars in their bank often. It depends on how you look at resource is depends on how you look at what we need. And again, it comes back to the heart of the polyana principles. What if i could just take a moment and share where they came from? I didn’t wake up one morning and come up with six principles. We spent approximately five, seven years really trying to change our work as consultants to be more effective. I wish i could say that we went out and we did a lot of research to find out. How do how do communities transform? But to be perfectly honest, when we look, there wasn’t a lot out there. And what? So what we did as you know, our background within business. Turn around. We went out and we just said, ok, if one thing’s not working, you try something else. And by experimentation, we found systems that when we put them into place, put organizational effectiveness, and especially their affecting community, it put it on steroids. I mean, it happened faster and more dramatically and more gracefully than anybody imagined it could happen. And what we found was that when you change how you see things things change, and so when we look back to say, okay, what? What are the seams undergirding what we found work? Because we found a lot of things that didn’t work quite honestly and stop doing them and then kept going in the direction of what works. What we found were these six principles are always all of them at play when we say dramatic change happening when we see some change happening, some of these principles art play, but not all of them, and in many organizations, none of these principles are at play, and so a big piece of the answer to your fund-raising question is it depends on what we’re looking at if we’re focused on scarce resource is as money than that reality will constantly reinforce itself when instead we ask, what are all the functions this programme needs to do? And who else in the community is doing any piece of those functions? How can we work together? So it builds that interconnectedness? It builds those strengths together, we think about our programs differently. We think about our resource is differently. We find a we need less money and b we have created in exgagement at a level that build more strength upon it’s, almost like, you know, interest that compound. When we, when we build on what we have, and, quite honestly, that’s the model of how wealthy people make their money, they don’t go out and constantly work for letting bill gates does not work for a living. He makes his money off of what he has. Well, organizations have so much to build on, and we just look right past all of that, and they know what we need. We’re going to spend time talking about your ideas for asset based resource development and also community engagement. Let’s, just look att principle. Number six. I’m just going to ask you to explain what it means that individuals will go where systems lead them. We all are reinforced with this thought that we have free will and we do have free will, but we all also know how difficult it is to buck the system, and we have got systemic issues within the way organizations do their work. Is that reinforced and make it almost impossible for an individual to buck that? So if, for example, a development director comes into a organization and says, you know what, i’ve got this this asset based way i read hildy gottlieb spoken, and i’ve taken some of her classes, and i got this asset based way. It is very likely that that one individual in an organization is going to face resistance at every turn, so it makes it difficult to buck that, and it happens with weight, with boards all the time where a boardmember will come on, and they immediately defer to the system that’s in place with that board, even if it doesn’t feel right, even if they’ve been on boards where it has worked better but that’s just yeah, that’s just it’s. Comfortable, it’s. Easier to go with the system that’s in place than to try to change it a human nature. Right, and what’s your advice for that boardmember we change the system? What what we have, and it is really the reason that creating the future has formed what, what creating the future is sort of, you know, one part organization, one part living laboratory, one part movement on dh what we’re really seeing is, is that a new kill? Zsystems that came at our potential are the norm in this sector that we’re going to be banging our heads against the wall every every individual organization is going to be banging their head against the wall, saying, i tried to get my board to go along with this, but they said, now we want to go the way it goes, and so what we’re looking at it creating the future is making this kind of work this strength based, interconnected, based work that ames us at our potential to create the future that that become the norm in this sector rather than the exception. And again, i hope we have time to talk more about creating the future. So let’s, spend little time with the your ideas of asset based resource development we touched on them we’re a few. Minutes ago, but i want to dive into little detail. What are the assets that you typically find? Community benefit organizations have but are ignoring. There is really four basic kinds of assets that every organization has in some part on dh. Those are physical assets, resources, which is the stuff they have. It could be desk. It could be a copy machine. It could be a parking lot their mission, assets and resources which are the things they do. They’re human assets and resources, which is everybody they know and their community assets and resources, which is the physical mission and human resources of everybody else in their community. Ok, on with those resource is what? What are we looking to do? If instead, if we were to break down normal resource development planning to it it’s to a bare minimum essence, we’d have three steps we would have. No, what our budget needs are identify what’s already coming in what we can count on and then step three filling the hole. And what we have found is if we look at our budget needs and then looking step to know what’s coming in and then identify what do? We have to build on, then look at filling the whole what we find is that we have a ton to build on that makes us stop reaching for what we call the if only if only we could get a big grant if only someone would come sprinkle fairy dust on our organization and we’d have lots of money. What you also called the culture of cans? Yeah, yeah, the culture of can’t really is is getting back to when when you suggested earlier is that people would suggest that our ability to create the future is sort of some sort of age of aquarius sort of i think the culture of can’t really talk to our assumption that we can’t create the world we want. And yet we say it happened all the time we see way i see the things that we think are impossible happen all the time, but we culturally believe that it can happen, and we can help them to happen by looking at the four types of different assets that you explain on dh their value, can you can you give an example of the the program resource is and how that can help with financial sustainability i think what i what i’ll do is share one of the stories that in the book, which really sort of combined several of these way, we’re working with an environmental group in mexico, and they had a mexican based a peso based budget of what would be the equivalent of two hundred thousand dollars american annually. And they were a research station where students from the u s would fly in this little fishing village. Beautiful, beautiful place students from the u s would fly in. They would land land on this little airstrip. They would be bused over to the research facility. They would do their work. They would get back on the bus. They would go back out and fly back home. And so that was pretty much the it was primarily research, but people coming in students coming in from the u s and and leaving out and they were looking at developing mohr more funds. So we went down the list of everything that they had. We went through and ask them, tell us about your program. And they told us what i just told you that the students come in. And they come through on and they leave, and they stay for several days, we said, well, what do they do at night? What do they do so well, you know, they pretty much sit around on the beach and they play music and mean sounded absolutely wonderful. I wanted to go home and we said, well, tell us more of the mission, what else happens? Well, the other big pieces of the education that we do is tour buses come through here, and they’re looking at the fishing village and they’re really on their way to the next big town, but they take this as a detour, and they come through the community and they look at what’s going on in the community and the fishing villages, and they look at the boats, and then they come over to our facility and we tell them about the environment, they get back on the bus and they leave, okay? So now we understand a little bit about their mission and how it worked until the i’m gonna i’m gonna stop you. They’re just going to take a break. You laid the groundwork for that and when we return after the grayce then i’ll ask you to explain what the, how you looked at, what they have and how they could look at it very differently. I’m with hildy gottlieb. This is tony martignetti non-profit radio stay with us. Talking alternative radio twenty four hours a day. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Duitz looking to meet mr and mrs wright but still haven’t found the one want to make your current relationship as fulfilling as possible? Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com 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 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 market. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. One one media. Dot com. Talking. Hyre welcome back before the break, hildy was laying the groundwork for on interesting story that’s related in her book the polyana principles about a research center and identifying what the assets are that they have and how they could look at them very differently to help the organization with its financial sustainability. Hildy, please continue the story about the research center. Absolutely well, we talked about what what their mission was that we looked at it looked at all of the pieces of their mission, we then looked at their physical assets, they showed us all around the plant, they showed us all the dorms, they showed us the research facility, and then we got to the gift shop and they said, oh, don’t talk to us about the gift shop a boardmember thought it was a good idea to sell t shirts and sell hats, but the tourists that come through, they want the authentic stuff that they can get in town. They don’t want our stuff and the kids, they can’t afford a thirty five dollars t shirt, so don’t even talk to us about the gift shop. Well, when we thought, kayman we’ve got all of these. Different facilities now we we looked at all their physical resource, is we’ve looked at their mission resource is and one of the things that we know about kids is they may not have money for a t shirt, but if anybody’s ever had teenagers, still they’ll kill themselves for food. Any of any kid will come up with money for food. And so what we suggested to them is building on what you have. You’ve got a gift shop. What if, instead of selling expensive t shirts, you sold bottled water to the tourists who sold in in those days? It was ten years ago. Disposable cameras? What if you sold snacks for the kids and here’s what they found out, they found out that a they could do that when it didn’t require having all of the work of a gala or a golf tournament or anything they could do this while they were at the warehouse store once a month getting supplies, they could just buy extra stuff, but here’s where the punchline comes in, they had when we asked them again their missions. How many people come through here? They had ten thousand people a year. Come through the organization. A tour bus alone has one hundred forty four people on it. And they were getting five. Six of those a day during season. You multiply that out. Well, ok, here’s, let’s. Just do the math in that economy again. It was a peso based economy, so their budget was only two hundred thousand dollars a year if they had ten thousand people come through and each of them just bought two, two, three dollars worth of stuff that would be ten percent of their budget. So again, it required no extra work on their part. It required just just picking up snacks and things when they were already buying supplies in town. And and yet it didn’t come from a scarcity place. It came from a place of well, we have all this to build on. We can take advantage of what we already have. Strength builds upon our strengths, not our weaknesses. Let’s, talk a little about community engagement in terms of around, you know, implementation of the principles. Would you share the story of the cancer support group and how they got doctors engaged? Absolutely. The cancer support group was an organization that did non-technical support for folks who have cancer? What they found is, as we all would know, that when we, when we have a debilitating disease like cancer, we almost start to be seen as our cancer, rather than as a human being that has this illness. And so people look at us and treats the illness and talk about the illness, but it’s really all the other things that make us thrive. And so this was an organization that not only did counseling, but they would do things like gardening and ballroom dancing, and really speaks to the soul of the person, which is the thing that would help them heal. All of their programs were free, and yet they could not get doctors to refer their pace. And so when they came to us, they said, you know, we have this great outreach program which is thie community benefit codeword for marketing. We go out, we tell you our story and we hope that you’ll come back and do what we want you to dio and they would go tell the doctors here’s our story and will you refer your patients and it’s not working? So what we worked with them in community engagement is how can you engage the doctors in conversation so that they see that you’re all on the same team and you’re engaged together in building this? And so they went on a programme of hundred station and asking questions of the doctor’s, asking them things like, if you were going to refer your patients, what would you want to know? What might stop you from referring your patient? And they engaged the doctor’s wisdom in building this together? The result within a very, very short period of time just months was not only that they had all the referrals i could ever, ever live with, but the doctors came to them and we’re so excited about the program and said, can we form an advisory council? Because we’d love to work more closely with you guys on a regular basis? It’s what we find is when we engage, we have this thing, you know, we’re told in this sector that we raised friends so that we can raise money if instead we look a friendship, the way we look, a friendship in our real lives, that this is a two way relationship because we both care about the same things, then we’re engaging in a very different level, and people will give up their wisdom, their ideas, their experience and yeah, oh, by the way, they’ll give you money. But it’s not what you’re asking for it. If i met you at a party and the first thing i did was get to know you peripherally enough so i could ask you for money. You find the restroom as fast as she could on. I love that story because the doctor’s engaged way beyond what the organization was asking. They were asking the doctors opinions and the doctors wanted to create the advisory board and spend even more time helping. But, you know, everyone and everything is interconnected and interdependent, and we acknowledge that or not. Exactly, and we find that it happens consistently. I mean, the wonderful thing about doing work this way and again it becomes a system is when the systems are aligned behind the change. We want to create our line behind our interconnectedness and our core values. Change happens faster, more dramatically and more gracefully than we could ever imagine. And there’s an abundance of wonderful stuff like what happened with the doctors that comes from that? We have just about a minute left. Hildy, why don’t you explain creating the future? You talked a little about it being strength based on dh talking, focusing on interconnectedness. Share more about us with what we’ll find at creating the future, creating the future. We are looking seriously to make the norm in social change work dramatic social change rather than the exception, and have programs for executive directors for boards. We have programs for consultants to really just move the needle on what this sector’s the sectors potential doesn’t change. It moved the needle on our ability as sector two to reach that potential. Hildy gottlieb is the author of the polyana principles reinventing non-profit organizations to create the future of our world that’s published by renaissance press in tucson, arizona. Hildy, thank you very much for spending time with us. Tony. It has been a blast. Thank you. Thank you. Our pleasure. Next week, it’s going to be author richard slutzky and he’s going to be with me to discuss his book thriving in the comet’s tail and share his thoughts on non-profit investment management or community benefit. Organization investment management. I’ll also be with two organizers of a planned e-giving conference that will be that they will be hosting here in new york city, and i hope you’ll be with me for those conversations you can keep up with what’s coming up on the show. 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