135: Discover Your Brand & Content Marketing – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Nadia Tuma, brand innovation strategist with clark | mcdowall.

Scott Koegler, editor of Nonprofit Technology News.

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

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Metoo hyre hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. I want to wish you cog, posca, so make i hope i’m saying happy easter in, i’m trying to say happy easter in hebrew and ah and happy passover in italian is born passat born peskay it’s march twenty ninth, two thousand thirteen and i very much hope that you were with me last week. I’d be disgusted to hear that you had missed irs sale in aisle four o three b evan giller, a founding member of the law firm of giller and calhoun, explained, the i r s is fifty percent off the penalty sale for four o three b retirement plans that are not in compliance. Many plans are not up to code, and this is the year to fix the problems we talked about the common mistakes and what to do and compensation clarity are regular legal contributors jean takagi and emily chan of the san francisco law group, the non-profit and exempt organizations group answer these questions how do you determine what’s reasonable compensation for executives? What happens if camp is excessive? And what’s that automatic penalty that kicks in if you don’t properly disclose benefits. We did a mock board meeting and i walked out remember i had sound effects and everything. I’m amusing myself if you refuse to be amused. I’m amusing myself last week. I want to make something clear. Last week i had said that gary vaynerchuk, gary v you may know him as had been on last week, which would’ve been two weeks ago. He was scheduled to but he had to reschedule for may. Well, have him in may and i just want to make it clear i was not drinking last week. I had recorded the show many weeks ago, back when gary was still going to keep his promise. But then he broke his promise, but he made up for it. We love we love gary. I’m just getting gary in case any of his entourage is listening. We like gary v and he’s coming this week. Discover your brand nadia touma is a brand innovation strategist with clark i mcdowell that’s not an eye there’s no period it’s clark vertical line mcdonnell that’s very dramatic clark vertical line, vertical mcdonald, your brand i’m glad not he’s laughing. She hopefully realizes that i wrote this copy. So i know it’s, not an eye. Your brand goes much deeper than logo in tagline i hope you recognize that what’s the process to discover your brand strategy. And once you’ve found it, how do you manage it? Nadia and i will discuss all that also content marketing scott koegler returns he’s, our regular tech contributor the editor of non-profit technology news what content should you post for consumption? And where should you be putting it? How do you start your content? Marketing scott and i will discuss that between the guests on tony’s take two planned giving is part of your fund-raising team that’s what’s on my block this week, i’ve got some simple ways that planned giving can support the rest of your fund-raising my pleasure now to welcome and introduce nadia christina touma she’s, a brand innovation strategist with clark mcdonnell i guess you know it’s probably supposed to articulate the vertical line. It was an ampersand you’d say clark end, but it’s not supposed to be clark vertical line mcdonnell just clark macdonald that’s where she’s an a brand strategy innovation ist her work is creating and revitalizing brands in our swiftly changing world. She’s on the faculty of the school of visual arts, s via the masters in branding program, where she teaches brand strategy. She has worked with non-profits such as slow food and why i see in the pittsburgh concert society and in college at carnegie mellon university. She had a minor in piano performance, and we’re going to talk a little about that, too. Nadia touma, welcome to the studio. Thanks for having me, tony it’s. A pleasure. Glad to see you laughing already. Very good. Um, co-branding i think there’s a lot of misconceptions about what a brand is. What? What? What is branding? Well, that is a very good question. First one out of the box. Alright. Alright. Complimentary. You could stay the whole hour. With pleasure. Ah, i often get that question. A lot of people don’t quite know what branding is. I have a lot of confusion even within my family and my closest friends there. Not sure exactly what i d’oh. I think the best way to describe branding is to define it as what? It’s not co-branding is not. Ah, brand strategy is not marketing it’s, not advertising its not a logo it’s, not pr. It is actually the foundation. And the strategy is really the backbone of all of those things that it will then effect. So, you know, a brand strategy consists of things like a mission, a vision, reasons for being the dna of what a company and its products stand for you. And then all of those marketing pr efforts are executions off that strategy. All right? And then you have to maintain your strategy once you’ve once you’ve devised it well, not only maintain that’s very important maintain, but also stay relevant and state different. So it requires connection to the world connection to your consumer. You know, the world is not stagnant, and neither should have brand be stagnant. S o you have a very solid foundation, but you have to move with the times as well. Now, how do world renowned brands like apple? You know, nike, how did they create that that aura around them? And you just say apple and people think of steve jobs, and they think of beautiful design and innovation and slightly expensive products. But how did they how did they had to create that well, that’s, really the magic question and that’s, why people like me exist which is to help companies really create that magic, but at a very fundamental level there are couple characteristics that make a brand very strong, one of which is its first of all, that it’s relevant, that it’s relevant to people’s, lives to companies, lives. Another important characteristic is that its distinctive so it has to be relevant. But it also needs to be somewhat unique um, and somewhat special in a way that the delights people there’s also another really wonderful thing that strong brands do, which is they defined categories, and they almost shift culture in a way. So if you think about really strong brands like apple, for instance, you know they’ve really changed the way we interact with the world, with music, with movies, with people, you know, and those very, very strong brands are able to almost do that and shifting culture, which is really cool. All right, so let’s, let’s, bring this to the to the small and midsize non-profit level. You talked about a lot of things in developing the brand strategy, but so let’s let’s. Try to flush this out. How do you how do you start? Toe create your strategy. What? What you want to be? Yeah, and that’s oftentimes the biggest challenges actually understanding. What is it? What is our reason for being? Why do we exist? And that’s challenging? Because a lot of times there might be differing opinions or different objectives within an organization within a midsize non-profit but but every non-profit has a mission statement almost always go to the home page it’s a simple pull down it’s right there in front. They all have a mission and you in a vision. So, isn’t that. Isn’t that the basis or there might even be some the differences of opinion? Despite that? Yeah, i know a lot of times the mission statement it could have been written by, you know, someone who founded it years ago, and it may not be as relevant or the way in which it’s interpreted might not be consistent across people who are making decisions everyday within that organization. Eso when we think about a mission statement it’s, you know, it’s sort of a first level and that needs to be agreed upon, of course, but from there there other components like understanding who were retargeting what’s our consumer, our audience, you know, what exactly do we offer, even from not just a functional standpoint, but an emotional standpoint, even if you’re just a midsize non-profit that’s all very important. S o sometimes mission statements, vision statements are written without those components in mind. And so that’s what needs to be really fleshed out internally, say, a little more about the emotion? Yeah, so you know every organization, whether you know, whether you’re lady gaga or your you know, proctor and gamble, you’re offering functional things, so you’re offering toilet paper or you’re offering entertainment and music, but you’re also offering, and i don’t think lady gaga uses ivory, so probably not right. I don’t think she uses anything anyone else used, but from an emotional standpoint, you also have to deliver something right brands need to make you feel something on dh. So even if your say, you know a local music organization that promotes local talent, there needs to be something emotional that the audience gets from using you. Otherwise you become just purely functional, and a purely functional offering is not a complete brand and we can articulate all the all this i mean, we can pull all this into ah ah, cohesive statement and understanding among all our different constituents are bored are our staff are sea level people, the people who are benefiting from our services, whether they’re students or or the homeless way? Yeah, absolutely. And what’s actually critical when you’re implementing ah, brand vision or a brand strategy is to get buy in from every level of the organization. So everyone who’s doing the accounting? Teo being a spokesperson, teo, you know, being the ceo all need to believe it’s it’s the difference i often tell my students it’s a difference between interacting with a customer service representative it zappos, who clearly believes in the brand to buying something at duane reade and interacting with the checkout person, okay? Or maybe state government, maybe that’s all right, that’s a good example of the other end of the day. Yeah, okay. We’re gonna take a break. We’re going to dive more into detail about how to develop your strategy, what that process is about. So now he has certainly stays with me. And i hope that you do too talking. Alternative radio. Twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service, sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the 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 buy-in durney welcome back to big non-profit ideas for the other ninety five percent got tons of live listener love china so well represented. Young jang kun ming chung ching, shanghai, shenyang, wuhan. I’ve been to wuhan and i’ve been to shanghai. Shi on is not there. I was in shi on to where she on left fans behind and she on i thought. But china chinese ni hao. Very nice to have you with us and seoul, korea and day. John korea. Very nice to have you with us on your haserot here in the u s new york, new york. Welcome, smithtown, new york. Welcome. Will smith times at long island, i think i think it’s long island welcome live listen, love tto all those live listeners and more to come. Okay, nadia touma. We’re talking about the importance of branding here. By the way, when you become a partner in your firm, i want you to tell them you want an ampersand before your name. Okay? Not the verdict. I don’t care what kind of equity they offer you a share in the corporate jet. You want not the vertical line. You want to be end too much, really? The memo percent um okay, let’s, go let’s, get into this process a little. Now all these all these constituents need to be involved. You mention from accountants to board members at sea level. Bonem what do we what do we start this this process with if we want to develop our brand well, there’s, just like they’re possibly dozens of definitions of what brand strategist do there’s also many ways in which a process khun begin. I’ll tell you my personal perspective. I truly i truly believe that partnering with whoever you’re working with is incredibly important. So getting together say, your ah brand strategy agency or you’re working on your own, getting together with that client and really sitting down and understanding what’s the issue what’s at stake what do your objectives try to understand? What’s our goal and together as a team really outline what a success look like. You know, it’s really define what those girls look like and parameters, you know, what’s what can we change what’s off limits? You know what can we not touch from there? I think it’s really important to get the perspectives of a lot of different stakeholders within that. Organization and try to understand is there are other inconsistencies among them in terms of what the mission is, what the vision is. Do they see the company going in different directions? Do they see in a different place in five years? What are the different strengths and weaknesses that various parties see? Understanding even that is an insight is to understand what’s our current situation. You know where the inconsistencies, where the commonalities and from there, we can start to create a common goal. So there’s a lot of conversation, a lot of interviewing focus groups. Is that is that it was that all part of this? Well, focus groups come a little bit later. So once you do wanna interview internally and understand what’s going on within, because the change will have to happen from within. So getting a good read on that is really the first step. Okay on, i did survey listeners before the show on dass cked in the past five years, have you given considerable thought to your brand strategy? A little more than half said yes. About close to sixty percent said yes. And then about fourteen percent said no and about a third said, i’m not sure what brand strategy means i better listen to the show, so i hope those listen, i hope you’re on. I hope they’re either in china, japan or smith down listening, all right, but no more than half have feel that they have given a lot of thought within the past five years. Well, i think in the past five years, there’s been a sea change in the perspective of brand strategy. I’ve seen it absolutely well, i think that brand i mean it’s still a nebulous term that clearly people aren’t quite sure what it means. I think that there’s been quite a shift recently in going going from financial measures on ly in terms of measuring success to trying to build in metrics that measure the quality of your brand as well. I think cmos and ceos are recognizing the importance of having a strong brand in addition to the bottom line. Now, cmo is a very common term for you, but here on the show we have drug in jail on i would hate wade. You have a female ward for for george in jail offenders cmo so that all the listeners know what you’re talking about, chief marketing officer excellent does a lot of non-profits certainly don’t have cme owes a lot of this falls right on the executive director or maybe a communications and marketing staff but might not be a chief marketing officer. All right, so we’ve gathered all this information from all the different constituents, and i think including importantly, people who are benefiting from the work that we do a zay said earlier, whether they’re students or they’re the hungry who you’re feeding the batter to your sheltering them in there, they’re certainly included, we have all this information. Now what? How do we coalesce this what we’re looking for, right? So i think that once we’ve understood what’s going on internally, we want to then turn r r face toe to the outside world and understand who are we affecting? So is that the hungry? Is that students and decide who was it really that were after? And i don’t mean after in a predatory sense, i mean, in terms of who’s, our audience, who are we trying to read? That’s actually an incredibly important part of it to really define that target audience on and i don’t just mean to finding it in terms of demographics, so you hear a lot of terms thrown around, like males eighteen to thirty four or moms with kids or the baby boomers. The reality of it is that each of those groups has shades and shades of different types of people so it’s more important to understand. Are you looking at moms with kids who are into organic food or, you know, are you looking at males eighteen to thirty four who are married and, you know, working full time or are things like that that that add texture to who you’re looking at and then it’s important to understand? Let me ask you when you’re doing that? Do you ever devise hypothetical people? Absolutely had guests? I’ve had two guests in the past. You have talked about that for in terms of marketing strategy. Yeah, about that oh, that’s. Incredibly important. So we call them creating personas on dh it’s. Really? It’s it’s wonderful to do with clients. Because i think one of the pitfalls of working all the time with inman organization is you start to see your audience as a number or, you know, a cell. In an exception, a stereotype of some complete stereotype and it’s. Amazing to see the way in which top level executives will react. Teo very well fleshed out persona and what i mean by persona is outlining the person as if they truly were a person. What do they like to do in their free time? What brands do they use in other categories? That’s incredibly important. What’s their education level. Where did they go to school? Where do they like to vacation? And you really bring that person toe life and they become someone that is relatable. And in that sense, i think you create better solutions, theun just saying, while we need to increase exp i twenty five percent and why by sixteen percent do you give those personas? Name’s? Vivian? Oh, yes. Oh, yes. And a lot of work goes into that is, well, really the name? Yeah, sure. We’re okay. All right, all right. So i made you tigress labbate because that’s interesting cause the other guests i said have made the same point sabat so we’re coalescing this invention that we’re going outside. Are we doing interviews with with these potential personas? Were trying to meet people who fit the description of these different personas absolutely, i think that the most important thing to do is to talk to your consumer, and it’s really brings it to life. You, khun do surveys. My personal preference is to go out into the world and really interact with who you’re going to be speaking with on dh that could be done in a variety of ways. So ethnography zehr quite popular, and that means don’t get into that jail again, jack in jail ethnography xero when you go into the audience is natural habitat really so to speak? So if you’re studying, you know the way in which people consume alcohol, you might be going to bars or their homes before they go out. If you’re, you know, studying perhaps skin care, you might go and observe someone shopping for skin care. So you really want teo me? Clearly, it won’t be a pure experience because you’re their jotting down notes and you know, you’re obviously observing, but you do get to see those those nuances that you might you might not get if you’re in a focus group facility. Not to say that those air not incredibly valuable because they are one of the things you get from focused group that you don’t get in other types of qualitative research is that you get social interaction, so you’re watching people react to things, and then maybe another person says something that sparks another thing, and then someone else builds on that and you start to get these incredibly rich insights from whatever stimulus you’re bringing in. Nadia touma is a brand innovation strategist with clark mcdole, which you’ll find on the web at clark with no, no, eat the end. Mcdowell, m, c d o w a l l clark macdonald, dot com what types of questions are you asking these people? Well, that all really depends. It depends on the objectives of what you’re trying to find out. So if you’re if you’re doing just straight consumer package good type research such as skin care, alcohol or you nutrition shake or something of that nature you’re trying to understand really the needs behind it. One of the things that is let’s think let’s, bring it to a non-profit sure you’ve worked with a music and arts group in the past. Yes, i suppose it is. A small arts group. What what? What are we trying to find out from their their their constituents? Eso for example, for this small arts organization that i worked with, they sponsored and showcased local classical musicians in a recital setting. And they were having an issue with their audience. There wasn’t enough of coming to these recitals. So really it’s it’s not just saying, why are people not coming to a recital? That’s sort of just scratching at the surface? What you really want to try to understand or what are those unmet needs that is, is prohibiting them from coming, right? So what are those barriers that miss making people do something else rather than come here? And i think that’s really actually across the board what you want to find out and that’s incredibly challenging because people don’t know what they don’t want. So it’s very hard for them to tell you what they’re looking for, why they chose something else, exactly, or its group or a college why they chose it. Okay, so how do you start to get to this s o that’s? Really? Where the art meets the science it’s really that’s when you have to really sit down and create a solid methodology, and what that means is you really need to thaw. I almost think about what you’re trying to get first and work your way backwards. So if i’m trying to understand, you know what is really driving? Ah, consumer, not to go to our side and go to a football game instead really try to break that down in a way that gets sort of a roundabout way to get to them. You would never ask them. Why are you going to the football game rather than the recital? You’re trying to understand it a deeper level? What is that that makes them feel fulfilled? What is it that makes them feel happy with their free time? And then you have to do a lot of the back work to fill in those gaps. This is very esoteric. It’s. We call them leaps there you really have? Tio i almost asked around the question and look at that negative space in a way, and then make those connections to understand what’s missing. Okay, so all right, so now you’ve got your internal constituents, your external constituents. You’ve made some leaps. In judgment, there must be some kind of testing of what of the leaps that you’ve made, and the the early conclusion that you’re starting to draw? Absolutely. And this is when you bring it all together. So as you said, we spoke internally. We understood what was going there. We understand what’s going on in the outside world. And then now you need to bring it together and say, okay, what makes sense here if we have x and y parameters internally and this is what success looks like? And then this is the opportunity that we’re seeing in the outside world. How do we marry the two? How do we make a solution that makes sense given constraints, opportunities, but the organization and then what we see, as you know that that really juicy white space in the outside trying to bridge this gap you are between opportunity and on reality. Exactly. Okay, and so a lot of times, what will happen is you might have you might find these incredibly lofty, wonderful opportunities out in the world. And then what ends up happening is you do have to bring them down to earth based on what’s, actually. Possible on then. So there’s a process of testing on then what? What’s the end result of all this that’s a great question. Another one? Yeah, two out of twenty five. So it can take the shape of any number of things so it might end up being just a brief, you know, a word documentary, power point dahna document or it could be something that’s a little bit more of emmanuel, but essentially, what you’re giving is a set of guidelines. So, you know, you you should recount the journey that you’ve taken with the client so they can see how do we get here? You know, what does that look like? And then once you’ve told that story, you outlined things like, ok, what is our positioning mission vision statement? What does it look like when we apply that to our pr? What does that look like when we apply that to our visual identity? How do we talk about ourselves? All of these sorts of sort of guidelines to help you talk about that strategy that you’ve created? How do we talk about ourselves in terms of actual words and maybe stories that we tell or or things like that? Yeah. I mean, it’s it’s, all those executions i talked about at the beginning of our conversation. You know, what is advertising look like? What is marketing look like? Not from a here is a an ad, but thank you. Here are here’s a type of language you should be using here. The types of colors you should be using. The tone, the personality, all of these things that affect the way someone might interpret your brand. How do you feel that, uh, musical performance overlaps with with the work that you’re doing? How does that inform your work? Well, i would say that generally speaking toe work and brand, you just have to be curious. Keep your eyes open, be interested in a lot of different things because you have to make a lot of esoteric connections all the time. So music is just one of those other things that sort of opens your eyes and ears and fingers and a very different way exactly. And share what? What it is that you love about the work that doings. Clearly, you enjoy it very much. Very passionate about it. What? What is it that moves you? About what you’re doing, you know it, it’s it’s incredibly interesting because you are studying people and you’re studying societies and how people feel about things and make decisions, you know, ultimately, companies really are creating products and services for a changing world, and that means that you have to study the world and study interactions and connection and what you love about all that it’s incredibly interesting to be a part of and does the nature of the business is you’re always working on a different type of industry and a different type of consumer. So you’re always learning, you know, deeply about a lot of different types of things, thanks very much for being a guest, not here. Thank you for having me. Pleasure. Nadia touma is a brand innovation strategist with clark mcdowell at clark mcdowell dot com right now we take a break, and when we come back tony’s take two about plant e-giving as part of your fund-raising team. And then scott koegler returns and he and i are going to talk about content marketing. Stay with me. You couldn’t do anything to getting dink dink dink dink. You’re listening to the talking alternative network. Get him! Nothing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Oppcoll hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back time for tony’s take two at roughly thirty two minutes into the hour. My block this week is planned e-giving is part of your fund-raising team i’ve got there five strategies for using planned giving to help other parts of your fund-raising there’s no reason that plan giving should be silo or blackbox. It should be supporting all your different fund-raising methods on you will fund, for instance, when you’re meeting a planned e-giving prospect, certainly you want to know ahead of time whether they participate in the annual fund and if they have been giving annually, you want to thank them and if it’s appropriate asked them for an increased gift to the annual fund if they’re not participating annually. It’s appropriate to ask why? Maybe there’s objections that you can help to overcome and and find a new annual donor that’s one that’s one way of helping the annual fund corporate support, maybe corporate sponsorship if you know in advance or you learn in the meeting, that person works for a company asking about the possibility of corporate sponsorship. Not that they would be the decision maker, but maybe they’ll make the introduction to who the decision maker is and that entree is always valuable now than being strictly a cold call to that office. So there are lots of ways that plan giving khun support other types of fund-raising i’ve got more ideas on my block. The post is called planned e-giving is part of your fund-raising team and that’s at tony martignetti dot com and that is tony’s take two for friday, the twenty ninth of march, the thirteenth show of the year. Where did march go before we bring scott on? I want to send more live listener love we’ve got guangzhou, china and nokia, finland and porta vallarta, mexico. Now, if i can figure out if we can identify those cities, how come it’s united kingdom? Why is that? We don’t even know the country and uk? Yeah, you well show you irish english, we don’t know what i’m going to say you’re you’re welsh because that’s the least likely so welcome from wales and if you’re not in wales, why is your what is your identity, your location being masked? We don’t want your street address, but certainly country would be nice, scott koegler welcome, i’m doing terrific, scott koegler we know him he’s, the editor of non-profit technology news, which you’ll find it and p tech news, dot com he’s, our regular tech contributor, and this month we’re talking about content marketing what do we mean? Marketing? Yeah, what do we mean by this? You know, i actually for a different name for that, i call it authority marketing because it’s really, you know, you’re trying to, uh, trying to put for information about things that you know about your so you’re asserting your authority and you’re letting the people that you talk to, hopefully that read, whatever it is you’re doing, i know that you are authoritative on then the short part of that is that you’re not really selling, although, you know, being an authority and something means that hopefully people will come to you when they need answers and when they need services and products, i see that that’s what we’re talking about, okay, authority marking is a little more more descriptive and and what would a, uh, what types of things would non-profit want to be demonstrating authority in? Well, you know, the short answer there is the things that the non-profit is about so the cause the methodologies they’re using again any anything that they that they know about so that’s kind of across the board for non-profits and also for-profit type organizations. But non-profits can talk about just all the things that they do. So it’s, you know, it’s putting forth your message in a non marketing kind of away. Okay, so you and i have talked in the past about surveying people to find out what their interests are. There might be value in doing that to find out what about your work or related to your work interests them? Sure, sure. You know, you always want to get feedback from your constituents. And sometimes you get feedback from from a survey. That’s that’s a very good way to go. You know that your percentage of respondents varies all over the place. You know, i’ve had i’ve had anywhere from one percent. Twenty percent response rate course, twenty percent is great. But it’s it’s tough to achieve. Yeah, has to be something very, very interesting to them. And you might heat, you know, so that maybe a second or third generation of your of your survey, you know, kind of homes in on those issues now, but you know, another way to get feedback on what’s interesting is to get feedback on as comments on articles that you post in a block and those you generally get significantly less percentage, but those are typically more insightful. They’re more direct, you know, you know that they’re interested in that particular topic because, well, they read the article on they’re responding to it. So it’s very good way to get get responses. Now you have an article at n p tech news dot com, which says that only we have a number of articles, of course, a couple you do, but this one specifically says that sixty nine percent of non-profits are not blogging. Yeah isn’t in that stunning in this age of every you know, every schoolkid has a blogger and, you know, uh, it’s tough to imagine that, you know, almost, uh, almost three quarters, certainly two thirds of non-profits are not putting out a block, so, you know, i won’t say shame on them, but shame on well and our listeners are consistent with that. One of the poll questions i ask before the show is is your non-profit blogging at least. Twice a month that’s not even very common, but i made it a low threshold twice a month and seventy one percent said no interest. Only fourteen percent said yes, the other fourteen percent they didn’t know. So this is very consistent, actually with with what your article is just within a couple of points dahna way believe that the block is a good place for all this content. How do you do get started with your block? If you’re in that sixty nine or seventy one percent is not doing it. I will say that it’s not surprising that the number is so high because even though the technology for putting together a blogger is really easy and really available and even free and i’ll talk about the specifics in just seconds, the time to do the blog’s is a very scarce commodity. You no way talk about operations and and events and all the things that have to go into a non-profit and there are a couple of things that are critical to writing a block one is the time to write the second thing is the ability to write, you know, cogent phrases and just, you know makes things that are right, things that are interesting on getting somebody to actually be consistent. So those three things are, you know, probably the killer’s toe actually producing a block on a consistent basis. So that’s one thing that’s this very difficult, overcome and that’s why a lot of organizations or maybe something not as many as we might think, actually hyre out there blogging, and they get professional writers or managers to produce content for them and manage the the website, the block, whatever it’s called and send for them, you could try soliciting content from your constituents could, whether they’re the people benefiting from your work. Or maybe if you’re a bigger organization, maybe some of your employees can contribute. I don’t have to be writing right could be video absolutely there’s all kinds of different blogging tools now one of them and we’ll just kind a segway into this. Yeah, you know what? We talked earlier about pinterest that was a couple months ago on dh pinterest, you know, i mean it’s really a blocking platform, but it is a way to put out dahna typically images or videos of of information that’s of interest to the organization and to the constituents. Another one that you well, let’s, step on pinterest, pinterest is not all that time consuming. Because you can be. You can upload your own content, but you can also be out on the web. You find something that’s interesting, relevant to your work. You you just pin it to a board using the earl. Great it’s it’s. Very quick and easy. The good thing about it is that it it keeps it can keep a consistent exposure. Uh, that if there’s a negative, i would say that it’s it really is not generally original content. It’s something that you you found and shared, right? Right. But it’s it’s bad, but it’s not really blogging, right? No. Right. But it’s jemaine to your work. And could be interesting to your constituents who are interested in the work that you do, right. And what you just said there is, you know, being interesting to constituents. That’s really the key to any of these you’re you’re content curator of of content, and you become an authority, hopefully within your within your sphere, right? I think, you know, tend to touch on that authority issue if you’re if you’re pinning some content that’s not your own, uh, that maybe, you know, kind of the reverse of becoming the authority. Okay, you’re a curator and that’s a good thing. So you’re bringing things of interest, but you haven’t really added to the authorities factor. So somebody who’s actually interested in what you pinned is just going to click on that pin and jump to the site. That weird originated, so i’d be careful of their, you know, but it is a place to get exposure. All right? Let’s, talk about the block you had. You have some suggestions about getting started with blogging? Yeah. One of them you talked about was was tumbler and tumbler is, i guess, it’s a version of interest and that it’s, highly visual. Um, but you actually can post content there. You can also curate it and post. So on it’s a free it’s, a free resource. You could just create a account you can upload pictures of your events. You can upload text about whatever it is that you’re doing. So so that’s. Ah, relatively easy way to get in. It’s, it’s, inexpensive and fur and supposes cheap on dh free i think? Yeah. Okay. And that’s t u m b l r write the word tumbler without the okay. Okay, so, yeah, i would suggest that maybe uneasy. Wait for an organisation to get in where there really isn’t any there’s. No overhead. It’s, quick and easy, todo. Now, wordpress is very popular, but that’s that’s maura, traditional type written blogged, right. Uh, correct. Right. Word press is probably the white, most rightly used blogging platform, although there are plenty of others but that that could be for you can actually do a you can set up your own wordpress block account by going tio it’s. Um, we’re press dot com, actually. And you could get the free option and start with that. And so you can set that up and you can actually just start to write articles. You can write the articles right within wordpress and just click save and it’s published so it’s very, very simple todo right there there are elaborate wordpress blog’s but you don’t have to shoot me not to start. You certainly shouldn’t start there. You start seeing i would say start with just the three one and go from there add content had pictures. If you have videos, you could do, those two do. Although the free site has restrictions on, you know how much you can actually upload and save to the site. Okay, we’re going to take a break, and when we come back, we’ll talk a little about maybe creating cem video, that’s, that’s, simple to do, because that could be compelling authority marketing. Now i’ve had to change. The name of the segment accommodates got from content marketing now already marketing that’s. Ok, i’m flexible, you flexible, dammit! All right, we could take a break. You stay with us, scott will, and i hope you do, too. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. 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All right, scott koegler let’s, talk a little about video because video, you know, you and i have talked about this before, it doesn’t have to be high production phones that take shoot video are so common you could arm your employees or your other constituents with the phone, maybe at an event or maybe just on their own. This could be good authority, content authority, marketing, absolutely. And it’s uh, sometimes actually, most of the time, it turns out to be very current because the videos, as you just mentioned a lot of time, shot with their with their cellular cell phones with their smartphones, and we’re even just any kind of digital camera now takes video. Uh, of course, the smartphones. You, khun, take the video posted almost live on, you know, the face of people like to see themselves and people that they know so particularly had events. I saw one organization that recently kind of they turned around the old thing about putting the the, you know, the throwaway camera on the table? Yeah. And they put a card on the table that says, use your cell phone, uh, shoot a video and uploaded here, and they got i think they were just overwhelmed. They think they’ve got a couple of hundred up loads. So, you know, that’s good and bad, right? How do you use and select the ones that you wanted? But it did. It proved the point that it was a very popular option and something that people would engage with immediately. So just kind of take that idea further. What do you do with that? Um, you can either download those those videos and create a kind of a montage using your own software, or you don’t have to do that. You can actually use tools within youtube to, uh to mash up your videos on create, you know, kind of an overview doesn’t have to be ah long or complex or even, you know, two super high quality just paste a bunch of pieces together, right? You to diligently, of course, youtube has editing editing tools right now. There’s a sight that we know one listener maria simple likes because we know maria because she’s, a regular contributor and you talked about this site almost a year ago on a moto for video. Exactly an emoto is great. Um and, uh, i mean, what it does is it allows you to use both video and still images and create a you know, we’ll call it a video, and it actually is a video. Even if you have images there, uh, there’s basically photos, and it does very complex transitions. You can overlay text on it. You can overlay background music on becomes very engaging. So, you know, in a matter of probably ten minutes, you can produce one of these things. Yeah. Maria maria has been using it for a non-profit that she volunteers with, but she heard about it from you first. And like i said now, it’s been close to a year she’s using it all right? And we’re just, you know, a free tool that’s simple to use and, you know, sort of quick and dirty video that can be can be moving or informative, right, exactly an authoritative and that, again, just the good kind of go back to that word that’s really, what we’re trying to do here is to increase the believability that you’re just you’re not just somebody out there trying to raise a few bucks for, for who knows what you know, but you are actually an organization. You have a purpose, you know what you’re talking about, and it gives the people that you’re communicating with something teo grab onto teo to associate with and maybe even to, you know, get it personally and personal involvement with well, there you go, that’s that’s what this is all that we were trying to engage, we’re trying to have a connection, a dialogue so that you become affiliated with the work well aware of the work and then hopefully become affiliated with the organization, maybe as a volunteer, maybe as a donor, maybe just as a spokesperson and an advocate on the web right? Absolutely. And you know right back to the blogging section. And you mentioned, you know, get some of your constituents, your volunteers, whatever to to contribute content. If you have a relatively large organisation, you have a much better chance of getting, you know, five or ten individuals who are able to contribute something. If you could get them each to contribute something every two months, even you’d have a you have something to become consistent with. Consistency is one of those things that really counts. Okay, on dh there’s, your there’s, your sort of army of advocates and and volunteers. I mean, you may never make that. You may never meet the people, but if they’re contributing content once in a while, they’re supporting your work. Exactly. Exactly. We did have a correction for you, scott. The forward press sight is its wordpress dot or ge. Okay. Yeah. Okay. Well, i got sign up. Dot wordpress, dot com uh, so if you want to go directly to the sign up, but you’re right, wordpress dot or ge is where you go first. I am sorry. Okay? That’s okay. Okay. No, no, no. All right, but sign up. Dot wordpress dot com. But if you want to go directly toward press and learn more about it, that would be wordpress dot org’s. Okay, now you what? You’re trying to be an authority buy-in and i really messed up well, but i want to help you. It’s xero there only nine thousand dollars will do good. Only nine thousand people listening. Well, no. Nobody listens to this show. So it’s not gonna matter. It doesn’t matter what you say. Any closing thoughts you want to leave people with in their authority? Marketing? Um, i would say it’s it’s something that really people are hungry for, even though there’s plenty to read on the web. Uh, you know, the old thing, you know, you can’t publish anything. It is untrue. It’s untrue. On the web, right? Yeah, of course. But i would say just along with that, if you if you plan to go into this one of your main goals, should be to be consistent and to do it on an ongoing basis, you know, putting up one post every three months just is not really gonna do anything. It’s. Probably worse than doing nothing. Scott koegler is the editor of non-profit technology news at n p tech news. Dot com and scott remind us what your twitter ideas it’s xero scott koegler course spelling koegler is not easy. So it’s seo t k o e g l e r all right, scott, thank you very much, but with this, we’ll have you back next month. Thanks doing my pleasure. Thank you. More live listener love, new york, new york, memphis, tennessee and richardson, texas live love to all of you hope you’ll be with me next week when we’ll be talking about talk between the generations. Phyllis weiss haserot is a consultant in cross generational communication. Ines boomer boss in a general i worker gen x boss and a boomer worker how about a general i fundraiser and a boomer or boomer plus donor? We’ll talk about strategies for working across the generations we’re all over the social web you can’t make a click without sparkle adoro testa, i hope i’m saying smacking your hard head backing your smacking your head hard into tony martignetti non-profit radio that’s what i’m trying to say anyway, you can’t make a click without that. Ah four square, for instance, are you? On foursquare, if you are, then let’s connect because i’d love to see where you’re eating your breakfast in your dinners. I want to know what’s coming up before the show sign up for our weekly insider email alerts on the facebook page. There was a time when i had to say facebook, dot com forward slash tony martignetti non-profit radio that was, those are my dark days in social media. Now, i just say on the facebook page, and we all presume that you know where to find that our creative producer. Yes, we do have one is claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor shows social media is barbara jean, a walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope to be with me next week. Oh, i hope you’ll be with me next week. Talking, alternative broadcasting talking alternative dot com on friday, one to two p, m eastern. I didn’t think you could do. You’re listening to the talking alternate network. Duitz get him. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. 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131: Press Pause and Divine Devices – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Juliet Funt, consultant and motivational speaker.

Scott Koegler, editor of Nonprofit Technology News.

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s friday, march first. Oh, i very much hope that you were with me last week. It would cause me mortal pain to hear that you had missed donor-centric j love is the ceo of bloomerang we talked about holding on to the donors, you’ve got because it’s much cheaper here, cheaper and easier to keep a donor than to replace one. Jay had strategies to help you and maria’s sites maria simple, our prospect research contributor and the prospect finder kept up her reputation as doi n of dirt cheap and free sites she reviewed donorsearch and list select this week. Press pause juliet fundez, a consultant to fortune one hundred companies on a motivational business speaker. She wants you to make time in your life for white space. You’ll be less stressed, more creative, sleep better and be more productive. Your relationships will flourish. She has a kid’s version too she’s, the daughter of candid cameras, allen funt and we’ll enjoy a white space together. I hope she’s gonna let me do that with her and divine devices desktops, laptops, tablets and handhelds scott koegler has tips for picking the right device to fit your monthly budget, your budget, whether it’s monthly or annual, your work style and your personality. He’s, the editor of non-profit technology news, and he’s, our monthly tech contributor that’s, an archive feature from august seventeenth of last year that means it’s old but it’s good and worth rehearing between the guests on tony’s take two, i contribute to the non-profit the fund-raising for non-profits blawg, and i’ll share what i’m doing over there. My pleasure right now to welcome juliette fund for more than ten years, she has worked with organizations to flow the norms of business for the better she’s, a nationally recognized expert in coping with the age of overload in which we all live and work as a busy corporate speaker and consultant, business owner, wife and mother, she practices on a daily basis. The white space concept that she will share with us generally actually prefer to have hypocrites on the show who who have advice for others but don’t use it themselves. So juliet, we’ll see what happens you’ve already heard you’ve already hurt her, chuckling. I love it with us. From los angeles, i’m pleased to welcome juliette fund. How are you, julia? My pleasure. Thank you for for a sharing time with us and your expertise? Um, what’s the problem, juliette, that white space is supposed to be helping us with it’s, the daily overload and the way that we all sit down to our work in the beginnings of the day. And we have grand aspirations for doing a lot of things. And then we end up segueing into reactivity through the entire day. Because there is this task assault for most people, where they sit down at their desk or their laptop or wherever they work. And suddenly the world floods in and the rails are ideas about what would have been good. What would have been a nice way to spend the day and then there’s all sorts of other tangential problems that occur because of that overload. And that task assault problems that ding us in the areas of productivity and engagement and creativity. Then the friends, he kind of takes place and continues at home in our brains. Where were you with our families with sleeping while we’re trying to have what we used. To call a weekend and so we have a hard time separating from it, and the problems that it provides in the work week are only then amplified by the way that it makes us stressing guilty about the way that we can do what we want to do when we were with our loved ones. So it’s, really, when we do white space work, we always tag back and forth. Although most of our businesses around business there’s really a lot of personal applications well and what are some of the impacts of this task overload? Well, people are just plain stressed to begin with, they’re not as engaged. They don’t feel good about their day at the end of it because they have an accomplish what they hoped, and we see creativity scores going down actually, for the last eighteen years, that’s not only task overload causing it, but both adults and children are you seeing creativity scores go down and down and down and that’s a bad pairing with what we see on the business sign, which is that fifteen hundred ceo that ibm just creativity is the most important leadership competency of our future that’s on one side on the other side, our ideas, they’re just withering in front of this constant motion and constant dizziness. We just can’t have ideas in that environment. I hate that feeling you mentioned once or twice at the end of a day, or even even just the end of an hour where it’s it’s not i didn’t do what i had hoped to do in that hour or that day, right? Well, we can’t seem to regain control in a business environment. A lot of it has to do with what i call the four horsemen of the apocalypse, which is email power point travel in calendar who’s the basic elements what did you what did you call it? The four horsemen of what the corporal corporal apocalypse we call corp aka lips. Okay, but incorporate or in a non-profit er, if you’re a solo printer, wherever you are, usually your meeting calendar in some form another, even if those meetings or just conference calls or and your email and they need to be producing decks of some kind and the perfection around those decks and travel or calendar management, those consolidated areas tend to be the biggest pain. Points. But there’s also a lot below them. You didn’t mention texting. Should we have four horsemen of five horsemen? Actually, should we have, like, a dozen horses, really be its own horseman? I tend to focus on email because if we really had to find one bad guy for most of us in terms of time ravaging, it would be the power point deck. You know that thing? That thing just eats at me. I miss transparencies and little little find markers that we used to write with on the those big, bulky, noisy overhead projectors. Yeah, i missed a little. Those little transparency, those little acid tate sheets. I’m talking king. I mean, i miss just going into somebody’s office and saying, i got an idea. Can i bounce it off you for five minutes now, people say, come back to me with the deck and then people go off twenty seven versions and take all week and see, i think in some way are verbal skills are after seeing because they keep going back to let me write a deck. Let me write a deck it’s also getting in the way of just being able to say let me scope this out for you. And then, if it’s worthwhile, let me spend half of my work was riding it. I also miss those overhead projectors. Because i was one of the few kids in high school who knew how to change the bulb. Specially made me very well. Yes, thank you. So, do you recognize that so quickly? We’ll have been together for a few minutes. Yeah, maybe very popular among the faculty att the high school. So we’re going to we want to press pause. I know. That’s, your phrase. Press pause. Are we scheduling this time what’s our logistics for preparing for whitespace. Okay, so the first thing we have to do is understand what white spaces. So what white faces is either an improvisational or a scheduled period of time or thought that we do whatever we want with that we reserve for the area for which we have no plans. It is that flexible, fluid, open thinking time and pausing time that we used to have more of. And then once we have it, there’s quite a lot of ways that we can implement it, that the most important thing is to lace. Our days through with these small pauses. So, for instance, we have executives who will take. I just got off the phone yesterday, hearing about someone who blocks two to four hours of thinking time each day on their schedule. Well, that must be a very low level person who has nothing to do, right? Well, no, it’s, not and that’s what’s. So funny. Sure. Have you no, nothing, no ability to plan their days. And the higher up the chain you go, the more the luxury item of time to think is something that we have discretionary choice but that’s. Quite a grand white. Yeah, too, right? Yeah. That’s. Quite grand. Um, white space can be taken in little sips like a glass of water you keep on your desk and you just take little sips through the course of the day is breathe and paws. We’ll be in and longer periods where you grab a half an hour an hour that’s on your calendar and defended and premeditated. And during that time, you sit back and really just let the mind go as it will. They’re one of wonderful things about it. It’s really nimble and once people have the word white space and they added to the lexicon of their life then they find ways to you that maybe aren’t even what i would prescribe it’s just reminding them over and over that space is not the enemy and that word itself being in your language reminds you that space is not the enemy, so this can be improvised or planned improvisation doing an improvisational, he sounds like fun, like you could just say, i don’t have anything to do for a couple of minutes. I’m goingto what would you say? I’m gonna have a white space? Or do we want special? There’ll never be anybody who ever meet at their place of work and says, i don’t have anything to do for a couple of minutes unfortunately mean that, well, a call mike that canceled or somebody might be running late and you find yourself in it happens, yeah, that’s that’s true, we call that forced white face when your system to reboot or someone’s later, you’re upleaf unfortunately, because of our handheld devices usually weaken gobble that time right back-up the second we have an elevator ride or waiting for a dentist or any moment. Of unaccounted time. The cellphone and smartphone will allow us to immediately insert technology fix into that cause the white space, even in those times, needs to be a choice and needs to be purpose. Okay? Yeah. And moments of forced white space when you’re when the world makes you wait when the world makes you stop, that is a beautiful place to just abstain on purpose from filling mindlessly with the next little thing. You could be checking off your list. Yes, right, right. Even when it’s not on your list, you check. Checking now. Having this list, mirage that we’re just going to keep checking things off. And then one day we’re gonna open our list in-kind flank. You know it? Never. It never is going to happen, right? Never is. I’m sorry to be the purveyor of bad news, but no that’s, not that’s. Not coming any time soon. It’s list it’s a relationship emotionally that we have with the list of the constant work in progress that that’s more important in terms of grabbing white space. But i can give you if you like a few simple applications of where white people live. Yes, we’re going. To take a break. First, though, juliette. Okay, andi, when we come back, of course you’ll stay with us and hope everyone else does, too, will have a little live listen in love, and we’re going to try. We’re going to try a white space, we’re going to do, ah, a short, white space. Somehow we’re going to figure this out, okay, everybody, stay with us, all right, talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m rick, a keg, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, get your human resource is in touch with us. Website is improving communications, dot com that’s improving communications that calm, improve your professional environment, be more effective, be happier, and make more money improving communications, that’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney welcome back to big non-profit ideas for the other ninety five percent. Time to send live listener love. Tustin, california. Atlanta, georgia. Vincent, ohio. Philadelphia, pennsylvania. South hadley, mass live listener love going out to all those cities and states. Wasilla, alaska. I love wasilla that is the hometown, or at least to the town where sarah palin was was mayor and then she became governor. That’s wasilla. So, if, if you know sarah, give her our regards, but if you don’t, we know wasilla live, listener, love all those places, and juliet fund, have a little. I have a little love for you, a little guest love. If you hold on one second, we’re goingto, hopefully, this is gonna work standby. Yeah, i might call you when i first moved in. This is just one funny story. Uh, i have a drugstore and a woman ran in. She was absolutely beside us off. Her husband had reached for the wrong box on the medicine cabinet and taken poison by mistake. That’s a funny story. He was home on the floor like kicking, you know, when turning blue and everything. It was a real emergency. She needed an anti dote desperately and was a very tough situation. And it turns out the druggist was allen funt. That is that is woody allen on the jack paar show from december nineteen sixty two. Well, woody allen was on candid camera a couple times. He was one of them. He did it sketch about dictating a letter to his secretary. He was dictating a love letter to one of the greatest candid camera bits of all time. Oh, excellent. Before his before, he was widely so widely known and recognized. Yes, when he was really cool. Hoexter figuring it out. Excellent. I found that clip and i would hope you have some fun with it dahna great let’s. Say, all right, so what’s, our next step leading up, tio, we’re going to do maybe a twenty second white white space to get. Well, it seems like getting the grammar right and helping you there is probably gonna work. It takes some white space or we have some white space has its way. If we were to have some white face on the show, i would first need to give you a little tiny primer of what it is and what it is not. And then we could do some time. Dwight. Space, if you like. Okay, i thought. We’d do it for, like, twenty seconds or so. Great. Okay, no way would have won. I’m sorry. We would have won twenty seven it’s. Ok. Well, that and that’s. Wonderful. Because one of the things that i said about white faces, people just go with it where they want. So if you want to take a white space that’s just fine with me, the butt white spaces, not meditation. And this is one of the most important things, especially with a mindful audience to explain, because if we say let’s, do twenty seconds of white space in a few minutes, we people will not know what to do with their brain during that period of time because it’s, a foreign thing and what they’ll think they’re doing is meditating. And i need to just give you the primer of the difference. So meditation is about taking your mind and disciplining it to return over and over to a single point of focus, whether it’s breath or a guided thought or something along your candle. Now, the the analogy i use is that meditation is like taking your dog for a walk on a leash and you keep saying hell hell hell, you’re pulling it back to this concentrated point of focus. White space is like taking your dog for a walk and you take the leech off and you hit him on the button. You say go white space is about freedom of thought, improvisation of thought, and it has no parameters of what the mind is supposed to be doing. In fact, that’s how we ebb and flow around and end up a creative places is that we’re not on a driven reasoning agenda in which the mind thinks differently than when it has this freedom. So if we were going to do twenty seconds of white space, what we would ask everybody to do it, stop multi tasking for a minute, which they’re probably doing stop that, put all that stuff down, put both feet on the floor and take things out of your hands and just we would weaken time twenty seconds and just let them see how it feels. Let your mind go, okay? And i’m goingto participate, so i’m going to ask sam. Sam is not gonna get away space because he has the time to twenty seconds. Otherwise i’ll be looking to stop. Watching i want my mind won’t be frito race. And andi, i like the analogy of being hit on the butt too, with the newspaper. Okay, you know, before you do it’s great that you said the word race because just so you know, in your early stages of discovering whitespace, whatyou will mostly experience is just the blender of your mind. You know, you stopped the blender and all the stuff that keeps going rahr. So you just be probably thinking about what you have to do next and that’s pretty typical, but just see if there could be a little freedom or exploration and they’re not guided just free. Okay? All right. So sam is going to top janis. Janis will tap me on the knee when twenty seconds are up. And listeners, i hope you’re taking this to heart where we’re going toe. We’re gonna have a white space. Alright on, don’t we? Can i keep my eyes open? You can’t do anything right? It doesn’t matter because we’re not meditating. Okay, okay, why don’t we start sam? All right, that is our twenty second white space that we just shared its okay to share await space, right way. That goal is for individual team or organizational used so you can be on a person, a person level or larger and, you know, it’s funny as we’re having white space, what was occurring to me was if i could tell a little personal thing, i have three little kids and their little so i don’t go out much in the evenings, and i’m starting to do this new thing, which is wednesday night is mommy’s night, and mommy goes out and see it’s, i’ll go out of seven and see later, go to bed with daddy and it’s, a very new thing. When you’re very, uh, into your little kids, we tend to say, i tend to be home every night for bedtime. No, i was i this wednesday was just my third wednesday, and i sat there in the cargo have no idea what to do with myself. I am free, and i have no clue which direction i stephen drive and so the analogy that often people have a little white space and they just they sit in the car. Just i have no clue where they will go with it. And what i find them believed that the more we take it, the more there will be clarity in terms of what it should feel like. But that little twenty seconds is all it takes in between a meeting getting out of a car, finishing a tough emotion. Just those pauses. Mine was can i share mine? Okay, yeah. I went back to meeting someone. Who’s been a friend for years on dh. When we first met on the a train here in here in the city, i was on that. I don’t know why i was thinking of subway. And then i went to this meeting to meeting this dear friend alice who’s been on the show. Um and she’s been on and she’s been a friend for years. I don’t know. For some reason, i went back to that meeting her on the a train. And in addition to the pleasure of white space, the creativity benefit. I believe that when we left the mind, go in the nooks and crannies that it feels like maybe you start thinking about the subway and then you start thinking about alice, and then you remember that alice loved apple pie, and then you remember that apple pie has a double crust and you think, oh, my gosh, i’ve been trying to invent things for our computers skin that were inventing and it’s a double cross that’s the analogy that being and then suddenly you’re in the ah ha moment on that’s you can’t know where it’s going to lead and that’s part of the benefit on beautiful creativity that we’re lacking that were that were definitely hurting in and, you know, we’re hurting in a lot of organisational whitespace aspects to i don’t know how many of your listeners go to a place where lots of other people go during the day, but even the silliness of scheduling meetings from three to four and then the meeting that follows it from four to five in a different location, you have to be on star trek to go from that thing together. I don’t know how you do that, so that ten transitional minutes of white space in between two meetings allows an infinite amount of thought and rest and break to occur that that then leads to so many other wonderful things, so they’re khun b time centric white space, mind centric white space it’s, very nimble let’s talk a little bit about well and let me remind listeners i’m with juliet fund and she’s, a consultant to fortune one hundred companies and motivational business speaker as well as consultant, and you’ll find her at juliet j u l e t front a few anti dot com let’s talk a little bit about white space with kids your time with kids what’s what’s your message there. Well, it’s important to know that there’s a pretty strong separation in terms of when we’re doing whitespace for business. We don’t talk about whitespace for kids, but i have a personal passion about the fact that most children these days are busier than any fortune five hundred ceos, so and they’re incredibly starved for white space. They are incredibly starved for this improvisational creative time where we i’m saying, we don’t know exactly how old you are. Forty six we used to go out in the backyard and we just make stuff up for hours and and we made dragons and dinosaurs and demons out of nothing and in our minds, and that happened because of the vacuum of planned activity. They don’t have that now they go from thing to thing, to flute, to spanish soccer toe homework to karate to dinner to grip, and they’re always on their little mission. So it is a huge passion of mine to help families reclaim that unstructured time. Help adults figure out how to model in front of children that every second is not supposed to be a moment of activity and productivity and construct ihe vitti to just have some moments where there’s just open this, um, even the weekend for average families. You know, a lot of times the dad wakes up, and as soon as his eyes are open, his brain is flooded with the home version of his things to do list he’s got to do the gutters, he’s gotta do that duct tape. That piece of the whole he’s got theirs got all that and the woman is organizing in garage, failing and multitasking and going to birthdays and retirement party that we weak blood our weekends just as much as we blood our business day, and we don’t have enough family time where? We look at each other and just say when we feel like doing it’s like nothing, we feel like doing something spontaneous, i think there’s great interpersonal thing that we’re taking for that, um, how do we say no to the kids who want to be going from soccer’s flute, teo tennis? Well, there’s, two types of kids there’s kids that want teo and the kids that are being pushed to and in our, you know, very strange, obsessive progress these days from kindergarten to college, people are obsessed with their kids being forward, moving and the best of everything, and you know, they’re they’re working on their little resumes when they’re at the happy turtle preschool, making sure that they’re going to be in harvard someday. So, first of all, there’s a lot of mind changing that needs to happen in terms of letting kids be kids in my personal opinion and not necessarily cramming their brain full of so much learning so early, so they want to give them the force. Two kids, a lot of kids are doing a lot of activity simply because some adult thinks that it would be good eventually on their resume or just to make them quote unquote well rounded or smart or advance or impressive or something, those kids are very easy to remove activities from because they’re the ones going. Please, please, please, i don’t want to go to piano, please, please, please, i don’t want to learn japanese, they’re already saying, stop. Um, the kids who do have a great zest for life and they want a lot has to be disciplined the same way that we latto cookies and we say no to a screen time and we say no to a lot of heart things that they want at a certain time, and sometimes a glut of activity is not healthy in the same way that he died of all sugar is not healthy. How did growing up a cz the daughter of a celebrity inform your your work now? That’s such a fascinating question, you know i’m against on a baseline level, i’ve always been used to being in front of people on some level, so the early chops just becoming someone who was comfortable stepping up on stage and proffering opinions and performing and all that just came pretty easily to me. Um, i think it also let me get into the space of a lot of people’s heads because growing up on a diet of candid camera was, on one subtle level, all about the human condition, candid cameras, very funny, but in my particular case, i was growing up with an amateur anthropologist who wanted nothing more than to just keep looking at people. And what do people do and what do people think? And it became a part of my wiring to always be enquiring and studying, and i think this particular celebrity, with his particular expertise, ended up having a daughter who then was just constantly fascinated with people and that that’s good for a consultant and a speaker and a person who’s coming up with thoughts that might help other people, because if you create that all on your own dad without really, really paying attention to people, you can get very far off course. What else do you want to share about your work that that i haven’t asked you, juliette? Well, i think that we can’t we’re talking about the people that are probably in your lerner the listener population very, very committed to the mission doing the work for sure heart were talking before about them working at eleven o’clock at night, working after work is over, and this this profile e-giving loving non-profit professional is so classic, and unfortunately, it does tend to be a profile that lends itself strongly to skipping white one because it simply consolidating the jobs of many people and doing a second job, if you will, after the job, but also because when you lied from your heart, it’s, easy to make your own self care last and just keep giving and giving and giving. And so with those kind of folks, i’m always really focusing on boundaries where the lines after which e-giving mohr is actually not giving more. Where is it actually taking away from your levels of presence and enthusiasm and excellence to the people that you’re giving to and that’s a very delicate balance for if i understand the focus correctly in your audience, it’s a very delicate balance. Now i think you understand very well. Yeah, um summarized for us what? You’ve alluded to a lot of this, but what is it that really just makes you wake up in the morning that you love about? The work you’re doing well, what makes you wake up in the morning if my kids what i love about the work that i’m doing, actually, physically, literally, what makes me wake up in the morning is my kids. But what i love about the work that i’m doing is that it is a you said something with an antidote and oh, it was the woody allen clip about an antidote. It is such an antidote to this heavy we wait problem that is laying on top of so many people were almost forgetting, like some group memory, that we’re losing the probability that the the possibility that the day can include sips of pausing and daydreaming and thinking and recuperation, and we’re kind of co creating this reality where that’s not even possible. So what i love about white space is the opposite and it’s the anti message, and i think people are really hungry for it and it’s fun to talk to them about it because they light up instantly and they say, oh, my gosh, my organization could have a little more of that old fashioned thinking time we could do so much and it’s it’s, i get to be in a role where i am giving them permission very exciting. Give them permission to go back to something that they find so intuitive and that they need so badly. Julia funt is a comm insult in’t and motivational speaker and you’ll find her at juliet fund that calm juliette, thank you so much for sharing your wisdom. Thanks so much. Tony was really fun. It’s been a pleasure. Thank you. I want to send live listener love. We got more domestic and foreign live listener love waterford, ireland, hong kong cheung ching, china, shanghai, china teo teo to the chinese knee. How? Seoul, korea. Young son, korea i say yo haserot to denver, colorado, new bern, north carolina in brooklyn, new york, what’s going on. I love live listener love right now we go away for a brief moment, and when we come back, it’s tony’s, take two and then divine devices with scott koegler stay with me co-branding think tooting getting ding, ding, ding ding. You’re listening to the talking alternate network, get anything? Thing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Latto durney dahna time for tony’s take two at roughly thirty two minutes into the hour, i contribute to the fund-raising for non-profits blawg. I’m doing a series for them for small and midsize shops on starting a plan giving program. I blogged there once a month and i’m doing this siri’s step by step how to get a plan giving program off the ground this month’s is why i have a plan giving program case you need teo justify it to your vice president or you’re bored. Perhaps why plan giving is important. That’s what’s up right now, the block is at management help dot or gq or you could just google fund-raising for non-profits and they also have bloggers there on lots of different subjects. Board fund-raising social media fund-raising grants manship a lot of other topics and there’s more about that on my blogged at tony martignetti dot com that is tony’s take two for friday, the first of march. Unbelievable first of march, the ninth show of the year. How about some more live listener love before we go into this clip from from scott koegler what pocket wisconsin i love the w w wa baka wisconsin, new york new york finally calling would new jersey hello hello, kobe, japan in izawa, japan, tokyo, japan welcome konnichi wa and here’s the clip from scott koegler from last august divine devices we had a listener joined since the last live listener love. And so before i bring scott in, i want to say hello to serbia. Hello, serbia. Scott koegler how are you? I’m good. Tony, how you doing? Great. You’re not survey, are you? Uh, serbia? No. No, i don’t think so. No, we have taken a wrong turn. We travelling to south carolina today, so but i think when you’re in the carolina, you’re in south carolina. Scott koegler, of course, our regular tech contributor and the editor of non-profit technology news, which you will find that end p tech news dot com and this months we’re talking about devices. Scott there’s tablets, there’s, laptops, desktops, handhelds. How do we figure out what the heck is good for us? Yeah. Kinda never extend, isn’t it? I used to be a pretty straight decision between desktops and laptops and that’s for real work. Those air still kind of the main options. But today, you know, you get, uh, tablets. And bones everywhere from three and a half inches, ten point, one inches long sighs and pretty much they’ll do all the same thing. But also pretty much all that same thing is, is usually less then, you know, real work, another one generally don’t have keyboards and those kind of things. So what kind of segment into those two categories? First, before you portable before you, scott. Before you do that, i want to point out, we know that you are the tech contributor, because you don’t just say screen size up to ten inches, you say up to ten point one, that extra tenth of an inch makes a difference. We’ve got to be precise. This is technology was the record, demands precision, and scott is the man who delivers it. Okay, i’m sorry, but it’s in a in a in interruption. Go ahead. So, again, in the form of unity passes on the kind of work you need to do obviously gonna be sitting in the office you can use either left up there and that that decision, general, i have to call back. Scott scott scott, stop for a minute. I’ll tell you what, you’re cutting out kind of badly. Give us a call back on the same number, but eight. One, eight, three, right? You know the number, but yours eighty one, eighty three. Okay. And while scott is calling back, i’ve got some more live listener love. Hopefully, he he taps quickly on those on the phone. Who else you got? Pittsburgh. Oh, i mentioned pittsburgh, germany. Okay. Um, new york city, new york, new york. Excellent. Finally, somebody from new york. How come nobody from new jersey? Where is my mother? My mother and father are not listening to this show right now unless they’re in lutherville, timonium, maryland. But i don’t think that’s them. I believe my mother and father are not listening. And ah, and this week is there my mom’s birthday and their anniversary? And i’m going out there and they’re not listening to the show. You believe that? I mean, i may not go. I mean, go school. We got scott back. Excellent. Scott, i don’t hear him. We have scott in the system. Scott o dial tone that never sounds good. Do i have to start and punishing my mother again? There he is. There he is. Okay. I’d rather talk to scott than admonish my mother. I’ll do that over the weekend. Okay, you’re going to break down our devices for us into two categories. I believe right. Let’s start with just desktop laptop as one category. And having said that, both of those generally well, i think, almost always have keyboards and keyboard is really key to the kind of things that people generally call work in an office or longfield but, you know, involves writing text using the keyboard for american trees and things like that and those air really much more suited to that kind of work than our, uh, tablets and cell phones and those kind of things. So, uh, the soft virtual keyboards that appear on tablets and phones were pretty well. But if you really need to get a lot done, you’re better off just having a keyboard under your hands. Uh, just, you know, more accurate. Better. Sure, sure. So it really depends on what you’re what you’re you’re functions are what you were like. What? Your goals are for the hardware, right? Exactly. Exactly. So let’s, just talk about the difference in key and, uh, laptops and desktops. One of the key difference of differences. There is the price. So the best tops are generally less expensive than laptops for a similar amount of power just because miniaturization that it is required to make a laptop cost extra money. Okay, i was wonder why the bigger one is less generally. Yeah. Okay. Yeah, yeah, because, you know, they don’t care about the size. They’re just, you know, stuff all that stuff in there and stick it on the floor. So, uh, so that’s kind of one way to do that. So if you’ve got b b funds and you don’t need the larger screen that’s also available generally with a desktop, then you might want to opt for laptop because obviously it’s it’s portable and you can take it with you if you’re not always working at your desk. You khun move it. Otherwise other places taken home, take it on a on a scent or something like that. So there’s a difference there, of course. Sure, what else? Well, what about software availability? Well, software is always a key and a lot of software, especially non-profit kind of things are going to run on generally, windows happened windows operating systems, so that may even exclude using a mad uh, you need to really check your your software course. If you’re using a cloud based application, then you, khun pretty much use any kind of operating system doesn’t matter whether it’s windows or or mac or even kind of linux operating system. Very you make a very good point about what what platforms are supported by fund by applications that are important to you, there’s one that i using planned giving that does not support the apple os. So i have to have a programme called parallels on my apple computer to run windows just for that one program, but it is essential, right? Right, see that sometimes will dictate what you’ve done. And of course, once you’ve done that, not only have you spent more of your apple computer, but you spent more for the parallels, right? Exactly. So now you you know, you really enough there. So you really need to decide what’s most important to you, okay? And i i kind of touched on one of the reasons for getting a laptop, and that is the portability. And so now we start to talk about okay? What kind of jobs are you going to use that require portability? Uh, one that i think i said was that’s going to an event? Laptop is good if you’re going to have a table inside here. But if you’re going to be wandering around the event and you want to interact with people, take pictures uh, maybe do email sign ups for your newsletters. Those kind of things, uh, a tablet is probably the perfect device for that kind of thing. A smartphone, probably a little bit less than perfect, although you can certainly do those things. But again, you get smaller keyboard, you know much a little bit more difficult to use quickly. Okay? And there’s so many tablets out there. Besides, the ipad is the google nexus and the microsoft surface. Samsung has one, i think the galaxy i mean there’s so many. Tablets? Yeah, there’s a huge variety. In fact, while apples still dominates with the ipad, i just survey that the android operating system, which is what’s, used in pretty much every tablet except apple and the new windows tablet. Uh, so android is outselling apple. I’m a poor unit basis, so it just kind of the interesting. Yeah, so it doesn’t say if any better or worse generally means it’s less expensive, the devices, they’re less expensive. Okay, um, but at the same time, i’ve heard from a lot of people that it’s the application that counts, you know, if you can get to the internet and you can access the functions that you need, it really doesn’t matter. So look at your budget, see what it is that you need those the system that you’re looking at support the function you need and within your budget. Then go ahead and buy it, you know, they pretty much all work okay and the features on not necessarily just sticking with tablets, but just across all of them. I was looking i was when i was researching our segment on dh i actually do research. I know it doesn’t sound like it, but actually do research for the show and prepare the show. I found something the iphone headphones, you know, the white headphones that you get, and they have a little tiny panel on them built into the built into the wire and there’s there’s tend, i found a site that there are an article had ten different things that you could do with that little with that little panel like you, khun, if you tap the middle of it two times that’s to pick up a phone call, for instance, or, like, tap it once and that’ll put a put a phone call through to voicemail when you’re getting if you’re getting a call while you’re listening, and if you skip a song, you do a triple tap or what? It’s incredible just on this tiny little skinny panel the features on that are available, right, there’s? One more hidden one if you stand on your head and you stick it dunaj it’ll actually call your mother, okay? I don’t really appreciate sarcasm on this show. This’s i play things pretty straight. Pretty close to the vest. Now. Watch, watch. You know, sarcasm is a very dangerous thing. Uh but you know that point there’s there are many features on many systems, computers and even software, and the rule of thumb is eighty twenty, just like, you know, eighty, twenty rules where, uh, eighty percent of the people used twenty percent of the function. Yeah, just like you have an iphone, right? I do have that i do, and you’d never do those things. No, i didn’t know that i could ignore it. Incoming call buy-in long pressing the center button twice, so you know, i just i just usually hang up on it, but you know, you can do that. Yes, i’ve noticed, okay, what, we’re going to take a break. So when you were little chuckle mode here we’ll take a break, but i want to send more live listener love it’s it’s pouring in san angelo, texas, san diego, california, rockville center, new york. Welcome, welcome, welcome. We’re talking to scott koegler, the regular regular tech contributor about divine devices were going to keep talking about that subject. Maybe not with scott koegler might hang up on him after this break. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Oppcoll dahna welcome back, scott. Kevin, did you hang up on us? I am still here. Okay, steer chagrin. Damn! Not yet. All right, now, all these features and all there’s about a pact with the stuff that most people don’t use, you have to. You have to wonder about what your employees are capable of learning. Well, exactly. And and how much do you want them to learn? How much extra time do you want have put in on finding out things that they may never use? Uh, there’s a big difference between buying a computer to operate your business and one for your personal life. I generally try to minimize the expense and the feature set of business computers because typically i you know, i’ve been unemployed. I need them to do three things for maybe five, generally, not twenty. And if i find buying something for myself on much more liberal in terms of the kinds of features and even the amount of money that i don’t want to spend interesting that’s an important distinction. Yeah, you don’t want to be thinking about you don’t want to be making that crossover. Yeah, this is this’s for other people to be using to be efficient in your business. Yep, exactly. And also, in terms of employees, abilities there, maybe training costs, but actually be hard costs not only in time, but but if, if the saw if the hardware is very different, i mean, you could end up having to pay somebody like the network it all together and then to train employees to operate the network and then as well as operate the devices exactly you want to make. It is standardized, as you can within the organization, so that one person could get up and walk in, walk to another computer and do the same job and not have to relearn. You know where the tabs on where the keyboard that’s, one of the things that happens between pieces and max, although it’s it’s less it’s less of an issue anymore. But, you know, the key and the maki kind of get confusing. Sometimes your people that try to make that transition, even though the actual applications may run exactly think yeah, yeah, i see that because my my office computing, his apple and all my clients use windows. And i do a lot of work in my client’s offices. Eso well, i’m and i have special challenges anyway, but talk about that’s a different show. Okay, there are you have some ideas for sites where we can find reviews. I love reading user reviews. I love that that the web enables that. Well, there’s two things that i would recommend one is just seen at dot com, which is not really user reviews, but they are there. I’m not going to say that professionally generated reviews, they’re actually automatically generated reviews, so they’re standardized. How they do that automatically is a whole other topic. Argast i used i used that scene. That site, those air not well, there you are, right. I knew they weren’t user reviews, but there isn’t a live person writing these things. Generally, not somebody looks at, um uh, really? Uh, yeah, they are actually generated by automated system. Okay, they pull your pretty well, um, i’m not sure right now they do a good job, but the other is just, uh, just do a search online for a review of this type in review. And then in the name of the product that you’re looking for. And, of course, the good part. About that is that you will get a just a huge list of possible reviews. The bad part is that most of them will be completely blow this schnoll and badly written so you never really know, you know, right now does like amazon dot com and you could you could go to amazon and read reviews, but not necessarily buy the product from amazon. Do that. Do you know if they do, you have to be legitimate user to review a product on amazon. Do you know you have to? You have to register on amazon, but you don’t actually have to have purchased the product. Okay, so that kind of, you know, in-kind negates some of the reliability hoexter tenses suggest that the credibility is not as high as it. What to be? Okay, right. Okay. But there are lots of consider. Well, there’s consumer reports. Yes. Yes. There are some, uh, some reliable reporting, you know, agencies, they used to be quite a quite a few more. In fact, i used to do computer and software reviews when i was doing, you know, muchmore freelance writing. Um, but, uh, those reviews have have gone away in favor. Of user reviews, you know, personally, i don’t think they’re coy’s reliable is my own my own wonderful ladies. Yeah, well, i can tell you and there’s probably a reason you’re not in that business any longer. Exactly. Yeah. All right. But now, you know, consumer reports, i subscribe to them for a year. I think i think it’s thirty dollars for a year and you can access all their online. Not not to the written subscription, but for the online. I mean, i go to them when i’m going to spend, i don’t know, like more than a couple hundred dollars on something. I go to consumer reports. Sure, their objective. They don’t have advertising. They don’t take advertising dollars. Yeah, so all right. Wait just another minute. A half or so before break before we wrap up. Scott, what else do you want? What else did i i keep you from saying i think, really the most important issue is, you know, people always asked, you know, help me buy a computer and i pretty much always start out with what’s your budget. Because it’s pretty easy to start looking and then, you know, feature creep sets them. And know what’s another fifty dollars here, what’s another hundred years there. And all of a sudden, you know that six hundred dollars desktop computer that i would actually do a wonderful job for you terms into a you know, fifteen hundred dollar laptop with, you know who knows what kinds of extra features agree. Okay, same thing is renovating. Same thing is renovating your bathroom. Your kitchen? Yes. Yes, exactly. Don’t you don’t need the stainless steel pulls on the kitchen drawers when? When grass will do just fine. Right? Alright. Hi, grayce. Okay. Excellent. Scott. Good time today. Thank you very much. Thanks for being on. Scott koegler, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com. Thanks very much, scott figure and my thanks, of course. Also to juliet fund guest earlier. Um, let’s. See, next week, diane lansing. Principle of lansing associates. She’s she’s. Not going to talk about integrating your marketing and communications and using analytics to measure your short and long term outcomes. Also, maria simple returns seems like she was just here. That was the really a simple show, but she’s, the prospect finder and our prospect research contributor not the host of the show frequent contributor and we’re going to talk with i’ll talk with her about recommendations for upcoming conferences live listener love, we got one left mexico city, mexico hola, welcome mexico! We’re all over the social web you can’t make a click without sparkle a testa smacking your head into tony martignetti non-profit radio itunes, facebook, youtube, twitter linked in four square pinterest slideshare ah, on twitter, i’ll pick one on twitter i’m at tony martignetti you could follow me there, but wherever i see you, thank you very much for being connected, wherever that is. Thank you. You know, i also host fund-raising fundamentals that is a monthly podcast devoted to fund-raising i do it for the chronicle of philanthropy and therefore you’ll find it on the chronicle of philanthropy sight you’ll also find it on itunes, and the name of that podcast again is fund-raising fundamentals, our creative producer over here, a tony martignetti non-profit radio is clear meyerhoff sam liebowitz is our line producer shows social media is by regina walton of organic social media on our remote producer is john federico of the new rules oh, how i hope you will be with me next week. 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Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you. Society, politics, business it’s, provocative talk for the realist and the skeptic who wants a go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven it will make you smarter. Dahna

127: Information Artichecture And User Experience & Tech Trends – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Lacey Kruger, lead information architect at Blackbaud

Misty McLaughlin, Blackbaud’s principal user experience consultant

Scott Koegler, editor of Nonprofit Technology News

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

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host it’s february first twenty thirteen we have the campaign for five hundred stars going on, i want to mention it now mentioned also at tony’s take two if you go to my blogged twenty martignetti dot com, you’ll see the campaign video you’ll see the rationale laid out it is basically to extend the reach of the show so that mohr charities khun benefit as i picked the experts, brains were trying to get one hundred ratings on itunes, and hopefully they’ll be five stars. There’s your five hundred stars campaign, please rate the show in itunes. Oh, i hope you were with me last week. I’d be mortified to learn that you had missed grantwriting revealed iana jane hoexter was with me for the hour, she’s, the author of grantwriting, revealed twenty five experts share their art, science and secrets. We talked about researching relationship building, writing and why you can’t polish a turd this week, i and you ex information architecture er and user experience. Lacey kruger lied information architect at blackbaud and misty mclaughlin the company’s principal user experience consultant have lots of ideas to help you design your online properties for success, so visitors return and supporters stay engaged that was recorded at blackbaud sze be picon conference last october and tech trends. Scott koegler, our tech contributor and the editor of non-profit technology news, tells how he sees non-profits using computing to fulfill unique needs, engaged through social networks and customize their own computing. And as i said on tony’s, take two between the guests, the five hundred stars campaign. Right now, i have the audio from my interview at the blackboard conference, and the subject is information architecture and user experience. Here’s that interview. Welcome to tony martignetti non-profit radio coverage of pecan twenty twelve. We’re outside washington d c at the gaylord convention center. My guests now are misting maclachlan she’s, principal user experience consultant at blackbaud and lisa kruger. I need information. Architect at blackboard. Ladies. Welcome. Thank you. Like it’s. A pleasure to have you both. Lacey, i have to ask you, what does a lead information architect do for a big company like blackbaud? I work with non-profit clients of all shapes and sizes at two. Really? Follow-up help create a intuitive structure for their content, so organizing the information they present on the website in a way that people that are using the website can understand it. Okay? And that really is sort of the definition of information architecture is this putting content together so that it’s argast to itiveness usable use your friendly all concerned about the user experience, right? It’s a it’s, a blueprint for a non line experience so it’s the structure of the information okay? And you’re topic that we’re talking about is getting your priorities straight. A guide to successful information architecture, misty let’s. See what? What’s the what’s the first idea that you have around information architectural start basic and we’re built for move up. Excellent. All right, so in my presentation, i outlined sort of a top ten list, like any good late night talk show host, anything that you can be doing, things that non-profits typically get wrong on websites, and i would say almost everything on my list more than half of the non-profits that we work with just get it wrong. So the number one thing that that i would say most non-cash labbate fail at and that’s, the most important online for kind of creating an effective experience for bringing people in and getting people to stay on their website, is articulating their mission in a really short, compelling, concise way that’s almost of the level of the vision of the organization. It’s, what is the social problem that we’re trying to address and what is our particular impact or approach on the world? Hyre we responding to that? What charity is doing wrong around around this? Well, typically, organizations have their mission. They know what their mission is. They want a present too much so they either air on the side of your five senses from my annual report, i’m going to put that right on my home page, which no one can read it super text heavy it boggs people down, people just don’t even see it or they just go for a tagline that might be cute, but it doesn’t. It doesn’t really talk about what the organization is doing, how they’re changing the world so particularly a new visitor coming into a website, they just can’t figure out if they’ve landed in the right place. People just lose tons of new traffic because they’re really true. You are the right size. They’re not even shit. Well, they mate, they made sort of think ellery, this organization has something to do with what i’m after, but it doesn’t seem like they’re really kind of making an impact or this isn’t necessarily the cause that i want to learn more about. I want to support so a lot of the time, if somebody’s coming to you through a google search, you don’t clearly articulate your mission. Just don’t get another chance, lacey. Now, in the last last session, i just learned like boxes. Sure, you both know, like, is this appropriate for for a light box on? Why don’t you explain it like boxes? Because everyone listening to this may not have heard the others weinger light boxes. This is totally just a neophyte question is a light box an appropriate place for you’re it’s, ice efficient state after you tell us what? Like boxes. Okay, so light boxes. It’s. Kind of a non obtrusive papa buy-in. It allows the user to see the content behind the papa. So it interrupts the experience with the message that the organization wants to get across. But you can still visualize what? Behind the message. So it’s really easy. Tio, click out of it and dismiss the message. A shaded bok’s ship you could see behind. Exactly. Yeah, my ideal fight question is, is that is that compelling? Is that compelling enough for light box? Having this concise, efficient, i would not suggest it. I think a lightbox a better use for a light box is something that has a specific action. You want users to take something like donate now or you take action or fill out this form or something. And with learning about the organization learning about their mission you really want them to explore. And, you know, click around and read different stories. You have, you know, it’s not just one thing. It’s it’s. A multitude of different inputs experience so it’s okay, if people have to click to find concise mission statement mr was talking about he used you said he wasn’t such a deal. Fight question. Maybe it’s important enough that it rises to the level of light box. But i understand it does well, where should it be? It should be something that comes across in the home page. So one of the things that we do is is way gauge a user’s reaction to the home page. So we show a home page to a user. This is a usability test. We show them the home page, and we say, what adjectives would you use to describe this page? And if those adjectives match your organization’s mission and your messaging, then you’re in good shape. But oftentimes they don’t that’s a basically a focus group for the home it’s. A usable yeah, basically it’s, a usability test, and you can do it online. So it’s, really quick, and you don’t have to get people all in the room together. That sounds a little sophisticated, but a small and midsize charity could probably do something like that. Maybe in a board meeting or a maybe they do host a little event or something like that if they don’t have in other words, if they don’t have the wherewithal to create something online. Is that is this doable in our little round table or something? Sure, another great place, great free place to get input from your users is your social media channels, so you could you could publish, you can publish a test like this for free online, and you can post a link to it on facebook or twitter and then people that are following you there can that conflict to it? Doesn’t your users so it’s a great freeway to recruit people to help? Okay, this deal will come back. You know the number to now. I know you don’t listen, do you know the same number ten? But mr knows it’s a top ten list presley roughly. Yeah. So what’s your throne. Another one. Whether whether it’s number two or not. Well well, never. Alright s o a few others but i think are worth mentioning. Wanna? Storytelling. One of the most important things in an organization could do is both tell and show the impact of its mission. So showing can happen in a couple of different forms, something like an infographic. We’re showing a few key statistics for those kind of analytical thinkers. Those people who are considering making an investment in the organization who want to know what kind of an impact you’re having. Something like an infographic on the home page that says we provide vaccination for fifty percent of the world’s children. That something unicef does powerful number that can visually represent that, in a way. That’s, really compelling talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of two one two, seven to one eight, one eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com but they also do well, is they do this sort of show and tell of an individual who’s really being helped look at this two year old to receiving vaccinations and how it changed his family’s life, how it’s extended his life span, that kind of story telling us something that non-profits often don’t do. And when lacey and i talked to our guy notations and we actually go out and talk to their audience, the number one thing that people say they want more of universally stories, it’s stories that helped him get a feel for the emotional impact of the organization and make them connect to it. What are some of the best ways of telling these stories? Well, personal profiles are one way, and the organization could really kind of find a few kind of two faces and a few key stories. Another great way is actually to get people whose lives have been transformed to tell their own story and that’s. One of the ways the web is really powerful, that you can really solicit content from people who were personally involved are helped by the organization and get them to tell the story of what? Happened? How their life has changed as a result of it. Lacey telling it in what format? A week. Talking about video or its print or it’s all these or what? Video video is a great option. I think i think it’s important to have the text as well. The text as the substance of the story, but video. You know, if you have some video testimonials, those can be very powerful tools you do need you do need something to draw somebody and to make them want to watch the video. So it’s kind of a lot to ask for somebody to click and watch an entire video about something. But if you give them a preview of it and make them, you know, compelled toe watch it than video would be a great way to tell the full story. Do you have a place around? How long? Something like this should be a way to talk about drink this two or three minutes too? Increase the viewers or fifteen, ten, fifteen minutes? Yeah, i mean, i was short is better. Our attention spans are not what they used to be. So shorter is always better, i think. All right, so another, aside from sharing impact and outcomes, vividly least he wanted to give us another another idea around information architecture. So one idea that that we see a lot of is organizations that structure their content like their organization and structure so they, you know, they organize it by department four in-kind, you know, a different division that the organization works with, and while that makes a lot of sense to the organization and they can each kind of own a section of the website, it doesn’t make sense for their users. You know, i don’t know what your marketing department does versus your fund-raising department and i don’t i don’t really care, i just care kind of what are you doing on the ground? So i think i think, you know, using structures and labels that resonate with your users and not not necessarily your internal stakeholders users need to come first in their perspective, okay, how do we figure out how are users are thinking about our organization? Information should be yours, there’s various ways to research that on there’s some low cost ways. We’ve talked about smaller non-profit so i’m just talking to people. And asking them kind of what they think. There’s a there’s, a research technique called card sorting that you can present teo users a basically a set of cards with kant, the types of content you offer so these stories would be one of them, you know, news articles would be another one, events would be another one, and then you ask them to group things to group the content, according tto what makes sense to them, and then you can use that to really guide this structure of your website. Okay, is that where you want to say about that? Argast there are a ton of using research methods, and i think that this kind of gets to the heart of what user experience is, which is that we really take the approach that an organization has goals they want to achieve online, but the only way they’re going to do that is if they begin from the place of their audience. So they really research and map out and understand who these folks are. Lacey and i often develop personas, which are kind of detailed portrait of the major audience groups that our organization is trying to reach. Online or offline? And try to really understand what it is that’s driving and motivating that particular type of person and that tell me, organize content, we create an experience, okay, let’s, talk about it. This is interesting personas are hypothetical ideal oppcoll what do you know about these? Look what you create about. So we really try and make that a storytelling exercise, which is a demographic information with kind of fundamental it’s also attitudes, motivations, perceptions, behavior, schools, it’s sort of all the reasons that someone might be seeking out your organization, or that you might be trying to get them to be aware of who you are so they can also be aspirational. It doesn’t have to just be people that you’re reaching today, it could be people that you’re really trying to seek, but you failed to be able to connect with well, what’s great about personas is that they give you a framework kind of strategic, audience oriented framework as an organization to get your marketing department on your fund-raising department and your programs, folks all organized around the same type of folks, so that not just your website but you’re offline communications your email. Marketing their social media presence all of that is organized around this theme for audience groups it’s a really good internal tool for building consensus and getting people on the same page. Excellent. And i want to remind listeners that i had a guest. James is your tronvig group his work is around marketing. I talked a lot about building these personas also to some live in unconference i don’t remember the date of that show can can access it, but look for james on the block search for him as a guest, fine, very similar conversation, what we’re talking about right now creating these hypothetical personas, and he talked a lot about involving the board yes, especially in the aspirational persona, anything anything you want to add in that respect so it’s part of our process is that we begin with stakeholders, and we like to begin from the kind of all the way from the bottom, all the way to the top of the organization and everything so board is really critical, particularly board, because they removed from the day to day operations of the organization a lot of the time. But then the web folks with customer support people who answered the phone and they hear the kinds of complaints, but they really know who these folks are because they’re talking to them. So really at all levels of the organization trying to get stakeholder employed and then help people to kind of organize around these personas, including the board, because it can really shape the board’s vision of who you’re going after. Khun really molded it could be a tool for getting boardmember all on the same page with each other. Hoexter lacey let’s, go, teo. Another another good practices. Wait. Let me ask you for that either of you, major in information architecture is is such a major where? Yes, i am saying yes to you might not believe it, but i have a master’s degree and information architecture and usability. Okay. Yes. So there is a program out there in the online world. And i’ll just say it comes from the discipline of information science. So that’s, you know, organizing libraries, organizing videogames, organizing any place that’s an information or an interactive space. These kinds of principles apply. You could really learn a lot there. So that’s, the kind of background that i come from lacey comes from an interactive advertising backgrounds second, tell us where your master’s degree program hey, someone’s grief, they’re interested in such a degree. University of texas school of information how did you become an information architect? So i was an advertising major at the university of texas, and they had an interactive advertising sequence that was just a special series of classes that i took. And so that was the beginning, and then i did, you know, i worked in an ad agency for a while and then moved into the non-profit space that khun vo and and really worked with misty teo, develop our methodology around design and really dive into the information architecture. So anything so it was a slow transition on when i graduated in college in interactive was so new that there weren’t really information architects. So as soon as that niche kind of created itself, i found that that was where my home was. That was where i was meant to be. So i fear that all these years i’ve been mispronouncing the name of your former company convoy, and he wasn’t wrong via can be another reason it’s convenio and not cardio. It’s a schwab. They go back like fourth grade english and my homeroom teacher talking, you know, like more than a second green. So suave officials have you? Yes, i think that people sometimes go for they reach for convict. And so con vo seems like a natural stress, but actually in english. Apparently i’m married to a linguist way. Put the stress on the second to the last syllable in many cases. S o convene. Okay, that would be the italian pronunciation to yeah, very common with italians. Have accent on the second last that’s, right. And so in latin. Convenio means with vision and that’s where the name came from that’s how the founder information architect married to a witness. It’s true snusz lisa let’s. Talk about another. Another good practice in information architecture s o so one of the ones that comes to mind is creating a visual hierarchy. So on your home specifically one identify what the key points, the key messages you want to convey. So, like misty talked about earlier, your mission and vision should be number one on that there’s also, probably some actions that you wantto encourage from your home page. So i think that having a visual hierarchy that it’s basically a design principle that ensures that the big key salient points are what stands out visually on the page so they might be, you know, a different color, they might just be a graphic on next ism text, but the visual hyre he is what conveys to users look at me first, look at me. Second, intel is that kind of guys there experience around a page, okay? And you would develop that screw you users talking to users about how they are going through your sight versus how you’d like them to be going through your sight, or or do you do it more based around the way they’re doing so, whether you want them to or not? So the the inputs are both from the users and from the stakeholders. So our job as information architects is really to combine those two sometimes distinct set of needs, so the stakeholders wanted communicate x, y and z and the users are looking for, you know, a b and c and so it’s it’s a meshing together of those two things that that designates what the visual hierarchy should be. And that that’s sometimes a balancing act, but usually usually stakeholder messaging. What the organization wants to convey kind of comes first because it’s like this, this is what we want you to get across. Can i add one thing there? No dahna wrapped it up. It was perfect that your colleague is given insufficient explanation is that way work together a lot. So we tend to tag team this morning because of course, you’re welcome way often use web analytics data, i think one thing that’s hard, right? If you talk to people, people can often describe their attitudes and their motivations, but they don’t really know what they’re behaviors are there just sort of predicting? I think i would act like this. So analytics data is a really great kind of hard metric sort of way to look at trends and how people use an information structure, a website. What do they really interact with? What are they seeing? What are they not even saying so a lot of the time, you know, the kind of piece of this that we can bring in addition to research we really do with the audience surveys, that sort of thing. Is a really behavioral picture of how people are using the site, and that helps to really inform ways that we think people will use it what we can do with it. Okay, what are some of the ways that we influence? How they move through the site because it is simple is fun size? Lacey mentioned color it is simple in these things visual priority top to bottom orientation. Navigation is obviously the primary tool that people used to traverse when they’re really looking for something to move in and out of a website, you can do a lot that’s really powerful with having really strong navigation devices, um, and then they’re just a variety of ways that we can provide pathways into the content so you can throw all your content up there, and some people think that’s the solution that more is better, lacey and i really take the approach that more, more is not necessarily better if you have a ton of content, what you’re trying to do is move people strategically down paths towards the content that they’re looking for and that helping a lot of klicks is not necessarily a bad thing, but that used to be kind of the common wisdom with the web no clicks, you know, you really want people to get everything from the home page, but actually what people want is to feel like they’re on a journey towards the thing that they’re looking for, that they’re making progress, and if you can help them do that, they don’t actually mind moving around to find the thing that they want. Ladies, i’m going to guess that you have a lot of frustration as you you navigate the web, whether it’s, charitable or run or you’re not charitable sizing goto, who means a lot of frustration, there’s frustration, but there’s also a lot of inspiration. Um, i would say, you know, i didn’t major in information architecture, er and the majority of my training and education about this has been my own experiences online, so i learned a lot from other sides, you know, when i’m looking for something on amazon dot com and i confined it like that that’s something that i’ll take with me in translate to what we’re working on. So there’s good and bad there’s definitely some poor experiences out there, but there are good ones. Too wanted to share. What is it you love about information? Architecture works. I would say it’s very creative without being visual you create on it allows me to really kind of use my let to think about how things should be organized. And, um, you know, the graphic design part of it is is very important. But i think separating the information side of it from the graphic side of it allows for a bigger picture and allows for a cleaner in solution. And i think there’s also just so many facets to information architecture’s. So we designed the navigation structures and the way the continent looks on the page. But we also designed back in data structures and how a gn administrator would put the content into the system. So it’s just a big universe of on a different types of work. And it keeps things interesting and dynamic all the time about you. What i love about this work, we just have a couple of seconds. Yes. So i would say good idea is like a good therapist. But it anticipates your needs before you even know that you have them sometimes that it gives you something. That you may not be able to get anywhere else. And then it sort of satisfies you in a way that keeps you coming back again and again. So i like helping people get what they want and get their needs. Recession was getting your priority. Street guy, too successful. Information architecture. Christine mclaughlin is principal user experience consultant. Blackbaud and lacey kruger is lead information. Architected blackbaud you are listening to twenty martignetti non-profit radio coverage of twenty twelve, thanks for being with us, durney. Thank you, my thanks. Also to the people at blackbaud who helped me that october day last year, especially melody mathos very helpful that day and everybody else’s blackbaud right now, we pause for a break, and when we come back to tony’s, take to the five hundred doors campaign and then scott koegler on tech trends, stay with me. They didn’t think that sending the good ending. Ding, ding, ding. You’re listening to the talking, alternate network waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Duitz hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there and welcome back it’s tony’s take two roughly thirty two minutes into the hour, the five hundred stars campaign i’m hoping to get the goal is one hundred readings on itunes, and of course the hope is that they’ll be five stars. Our five hundred stars campaign why am i doing this? What’s the what’s the case for support, as fundraisers would say it’s to increase the visibility of the show so that more non-profits can listen and benefit as i picked the brains of my expert guests that’s it you’re helping the charity community nationwide start at non-profit radio dot net, and from there, click viewing itunes or you could just go to itunes and search for the show name. Either way, i’d be grateful for your help. Very grateful if you would rate the show in itunes and five stars would be terrific there’s a campaign video on my blogged and this is all explained there, but you don’t have to go to the blogged just just jump to itunes and my blog’s is that tony martignetti dot com and that is tony’s take two for friday, february first, the fifth show of the year scott koegler is with me now, he’s the you know who he is? He’s the non he’s the editor of non-profit technology news he’s, a regular monthly technology contributor on twitter, he is at scott koegler konigstein are scott kottler welcome back. Thank you. Tell me, how you doing? I’m doing terrific. Get that down. Good. Thank you. You do too. We’re talking this this month a little about trends, trends that you saw in two thousand twelve as the editor over there at non-profit technology news. What did you see? Well, you know, there’s always a lot of things going on in one, probably non surprising thing was the increased use of social media. It’s just, you know, it’s almost a given that non-profit i need to participate in social media just like you’re doing, tony, you know, with your itunes and your show and the kind of things were there, but the corollary to that is that people are looking beyond the social media and beyond the traditional methods of getting together, which and that’s, really the more surprising to me is that there was a break from social media into more traditional meaning. Face-to-face or letter writing or what phone calls? What? You mean? Yeah, well, hit one of them, actually, but i throw out six things. I’m bound to hit something was about to hit a target with one shot. Yeah, phone calls, for instance. You know, i used to be that before social media before even all that kind of thing really depended on paper mail and phone calls, you know, if you had paper mail that was kind of general, but if you needed quick responses, if you needed to actually get a message to someone personally was phone calling dahna so as we start to move away from that and rely on facebook and twitter and those other kinds of things, it’s pretty easy to discard the more traditional methods of contacting folks. One of them is the phone calls. And you know, if your constituency is large, obviously making phone calls to the entire, uh, donor base or a participant bases is pretty impossible. That’s impractical. Maybe so we’re seeing we’re seeing more activity. And what phone trees. You know, the thing that churches and schools used to to contact the people? No one like when there’s a snow day like a snow. Day he’s like that, so they’re using. So you’re seeing you’re seeing non-profits enlisting volunteers to use in phone trees? No it’s, thie automated phone trees more often, you know that still technology hyre honor requires, you know, prior set up, but we’re finding that that that the phone is, you know, one of those ways that needs tio needs to be used sometimes, okay, are there are there providers that you’re aware of that that are good in automated phone tree work? You know, i don’t know who they are. We’ve had comments from a couple of, uh, back-up couple of non-profits that have used them, but my understanding is that the that they are locally based a lot of times, and some of them are actually equipment that you install so there’s a variety of things if you have a question about it, my my recommendation is going to go to your local church and ask them what they’re using because they’re probably have one installed somehow, okay? So going backwards in technology to get attention because people have been abandoning the phone just like they’ve been abandoning hand written notes exactly and there’s a couple of reasons. Aside from just you know, you want to contact somebody but one of the organizations that we talked to, uh, those events and, you know, there’s a change in the weather and you need to contact folks email is really not always going to get there. Not everybody has seen on their smartphone. Not everyone has a smartphone, and so being able to contact folks as there may be getting ready to go out the door it’s really important. So that’s, why the phone tree but there’s also another piece to that, and that is along with the fact that people you can’t get too may not get to email right away or in some cases again, depending on who your audience is may not even have e mail, and that is the text messages. And again, there are there are providers that can do what’s equivalent to an email blast by text message again that requires having at all set up and having your you know, your text, your phone number’s already installed and ready to go. Um, the text messaging is one of those very immediate contact method. So again, do you have a the event, the weather? Changes. You need to change the location or tell people that has been called off. Text messages is one of those not quite as retro as telephone. Direct telephone contact. Sure, but it’s, you know, it’s. Another another method. Ok, yeah, if you if you know your constituency has the has the technology. Um, i see text messaging, you know, going back to the phone. It’s. Interesting. I own a home in in north carolina, and the police department there uses automated phone tree to alert us to incoming bed whether hurricanes, there was a rash of burglaries in one neighborhood, not my neighborhood. Of course we’re we’re we’ll secure. I haven’t, you know? Yeah, but some in one of the lesser neighborhoods in that town, the police were saying that there have been burglaries people had been. And they got to the level of saying that the burglars were getting in a lot of times through the garage garage doors being left open. So, you know, they got to that level of detail in aa in a in our automated phone call. So you know, there’s a there’s, a town government using it and not a big towns small. Town north carolina? Yep, yeah, those technologies kind of reach everywhere, so and so wrapped up in what we’re talking about is figuring out what what is what makes sense for your you’re non-profit and your constituents, whoever they are you trying to reach exactly the point, tony it’s uh, not not all constituencies have, you know, our enthusiastic facebook users. So, you know, some are some, aren’t i, uh, i know that some of us older folks, you know, just don’t always live and die by facebook, so wei need to have other methods and, you know, not just older folks, but, uh, it really just depends. I mean, think about the disabled community, you know, they may have special, special needs in terms of being reached, you know, if you have a i don’t know death community, you know, you need some other way than just telephone, so lucy need the enhanced telephones. So now i see why you unfriended me on facebook you’re using this opportunity using this platform that i give you as as a way of explaining to me why you unfriended me on facebook, i guess because you don’t use it very often, right? So you figured, you know, i have tony as a friend as well, unfriended. Co-branded yeah, sorry, all right, um, but ok, so you’re a former ceo, chief, information officer. How do we go from recognizing what our needs are specific to our organization and finding the technology that’s going toe? Help us fulfill those needs? Good question, but then that’s what your baby, i try. It’s really a kind of a multilevel approach. First of all, you got yeah, you really have to think. I mean, hopefully, if you’re if you have a constituency, you have been able to connect with them. I mean, that’s kind of the whole point, and so you have some basic understanding of what their needs are, right? So so you need to just think about that, you know, how how do these people communicate? How what do i see when i when i talk with them, what do i experience when i’m when i’m with them? And of course, one another way that is maybe not quite so obvious is actually ask them, yeah, certainly would like to be communicated with, right? What? How did they get messages? Have a talk with people that are important to them to find that out on dh, then kind of pursue the the resolution for that just to research again, asking maybe other non-profits you know, a lot of intelligent non-profit activity out there, you might have, you might have expertise on your board, correct possibility if there’s a marketing communications person or if there’s a technology person um what’s your what’s your sense of, you know, technology consultants? I mean, are there people who who think broadly about technology or there, or there only consultants who work in phone trees or social media or, you know, other other other specific areas? Uh, yeah, of course, there are people who work only in specific technologies that generally called sales folks. Yeah, and, uh, you know, there are consultants to deal in social media and unfortunately, no that’s become kind of a commodity kind of a thing. I i saw a survey recently were there were, um just the term social media consultant has has become meaningless because everybody is one. Yeah, yeah, i see that i’m not on the more important way to go about it is to find find somebody who does consult on a broad range of of issues and isn’t really focused on anyone. Technology, uh, isn’t being paid to promote one specific thing, not not to put down social media experts, but it’s really it’s become a catchphrase? Yeah, that not everything is social media. You know, it’s, not the whole world. On twitter, i see so many people who call themselves social media either experts or gurus. Oh, yeah, guru is just so become become so ubiquitous that it is meaningless now, and i think every it seems like so many people who are just users of social media consider themselves now gurus and experts. So if you are looking for somebody in that area, you know, make sure they’ve been doing this for, you know, i mean, social media, ten years or so, ten or twelve years, it goes backto old social communities, there’s more than just facebook and twitter in social media, you know, early blogging was is certainly social media, so you want somebody who has, who has a breath of experience and many years, and i personally i tend to stay away from the people who are self proclaimed gurus. Um, i’m just kind of off the topic, but there is another way to check that out and to find out if somebody is, in fact, a social media guru, and i don’t really mean that. I mean, i mean, if they’re well connected and that’s really more important than being, you know, any particular label, i think we talked about this before there’s a site called clout k l o ut yes. Right? And it, uh, it takes a kind of a broad perspective. It is still based on social media, so it, uh, it takes into account traitor twitter, facebook, google plus link, then foursquare, youtube, the flicker, you know, all kinds of things, and it measures your influence of anybody’s influence on, um, you know, on those different areas. Yes. Okay, so you can pretty easily go on to clout and find find somebody’s measure, in fact, okay, hold that thought. We’re going to take a break right now. Scott will come back, and we’ll continue talking about clout and measuring the influence of the gurus. Stay with us. Snusz you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back. We’re talking technology trends with scott koegler, the editor of non-profit technology news, which you will find at n p tech news. Dot com scott, what were going to say about clouds? Cloud is again a measurement of the social media in foot, right, quark, a variety of places. So what i was going to say was let’s, check tony um, and but you know what, tony? I did, and for better or worse, you and i have an equal score of fifty nine that’s humiliating to me what you’re equal to me. Yeah, because you said you don’t even use facebook thing is rigged. Forget cloud, alright, everybody listeners ignore what everything said everything that god said about cloud because it’s it’s clearly a charlotte in sight, it doesn’t doesn’t know what he’s talking about no it’s k l o ut clout, dot com and that’s interesting scott that we are that we’re equals it is and you’re not even trying. I know, i know, but you know just let’s. Look at the score for a second. Okay, fifty nine is actually not bad. Oh, they give you a rating for that fifteen out where it stands. You have fifty nine. I mean, if you just look at kind of the general, um, the seventy is like, almost the top of the rank really is for seventy is really, really good. Eighty is like superstar, um, fifties is, you know, is pretty good. So, you know, actually a fifty nine or sixties is actually you and i, tony, are among the influential gru’s there’s that word in social media. So without without really talking about you and me as we were talking about gurus and health, that term has really kind of become irrelevant. You can look at a sight like cloud, and there are a couple others that i can’t remember. They’re kind of up and comers, the cost been around the longest of those and so eh, it’s, war, you know above fifty is actually pretty good. Okay, so that person would have some credibility in social media, right? But and that’s a good way to check out somebody if they say they’re grew. Just put their ideas in cloud and we’ll see if they got a twenty five they want yeah, right. That’s, that’s. More like your grandmother, right? Grandfather’s? Exactly. Right. So we have a few more minutes left. What do you see coming as a trend in twenty thirteen or and maybe beyond, you know, specialization. I think the whole issue of using existing applications and existing tools in ways that they were designed, um, is what everybody does. The what’s coming now is using tools, system’s, applications, methodologies in new and different ways that we were not originally intended. Is what’s happening next? I think you know the phone tree. Text messaging. All those kind of things are becoming more and more viable again after all this time. Text messaging blast. You mean so right? Ok. Anything more specific that you can say about what you want? Oh, let’s, try it this way. What would you like to see? What would you like to see that’s not out there? I would like to see more, more personalized connections again if we just take text messaging, for instance, with email. If you’re sending out an email blast to your constituency, most email systems allow you to insert their name. You know, some information, all right on the flight. So it looks like it’s personal, even though you really know that it isn’t. But it would be nice to have that kind of capability with text message, even though they’re very short. Hey, tony, you know, i hope we show up today. We changed the location. Make sure you get the right place. You know, that kind of a message would be nice to be able to do, um and it used to be i think that text messaging in particular was kind of frowned upon because it was because it costs. The receiver money, and that hasn’t really changed except that now most phone plans include some number of text messages in their plan, so it’s a little bit less onerous on the recipient. Okay? And i think it’s always smart if you’re going to do that to offer a way of opting out absolutely no block, text block or text opt out or something back, and then the person is saying, i don’t want to incur the charges for any future messages that this center would might might send to me, right and that’s that’s the personalization. And along with the personalization is the method of contact when you sign up for a service, a lot of, uh, a lot of the services will say what? How would you prefer us to contact you? My voice by email, by text, whatever it might be. And so those kinds of personalization services can really go a long way too, you know, kind of solidifying that that connection between you and whoever it is that you’re trying to communicate with you. Okay, well, we’ll look for more, more personalization. Anything else you want to wrap up with? Scott? No. Tony let’s, let’s. Get out there and boost our krauz scores. Yeah, well, seventy to me especially. I just i don’t know. I don’t know whether you should be elated to be at the same score i am. Or i should be very disappointed to be at the same school you are. But something definitely is off to look into this more. Okay, thank you very much. God good to talk to you. Take care. He’s the editor of non-profit technology news again at n p tech news dot com and he’ll be back next month. Next week professor john list from the university of chicago on the value of lead and matching gift in your campaign. And chuck longfield, chief scientist at blackbaud has lots of ideas for increasing your matching gifts. So we have some research people next week, but don’t worry, i’ll keep the keep to talk straight forward and relevant, not not academic and pedagogical. Sorry i couldn’t send live listener love this week. You know, i love to do that a few times a show, but this show was pre recorded. We’re all over the social web facebook, youtube, twitter linked in four, square and still on ly tied with scott on cloud, i’ll pick one of those out facebook. You can sign up for weekly email lorts there be the first one to know who the guests are for that week and what the hell while you’re there, why did you like the page? See us on facebook. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and it shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. Remember the five hundred stars campaign, please go to itunes. Great, the show, one to five stars. I hope you’ll be with me next friday, one, two, two p m eastern at talking alternative broadcasting, which is at talking alternative dot com. I think that’s. A good ending. You’re listening to the talking, alternate network, waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio 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. Dahna hyre

122: Candidates For Causes & Computers Crash – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Robert Egger, president of cForward

Scott Koegler, editor of Nonprofit Technology News

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host on december twenty first. Oh, i very much hope that you were with me last week. It would cause me pain if i learned that you missed get engaged. Three amy sample ward is our social media scientist. She continued her siri’s on online engagement with gold setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas directly related to your mission and assigning metrics. That is what we talked about. I need an intern here, so edit this copy. Amy is a membership director for the non-profit technology network and ten, and she contributes to stanford social innovation review. Also, we had dutiful documentation. Jean takagi and emily chan are legal contributors, explained the rules from my rs on what should be in all those acknowledgement letters that you send for two thousand twelve gif ts this week, candidates for causes robert eggers, president of sea forward working to rally candidates around non-profit platforms he and i will discuss how to assess those candidates in your local races and getting the non-profit agenda before them and how to support the candidates who step up also computers crash scott koegler, the editor of non-profit technology news and our monthly tech contributor, reminds us that technology can let us down. Your computer hardware will only last so long, so you should have a plan for replacing it. To avoid a crisis, i’ll talk to this former chief ah what’s the eye for, um information officer seo about the hardware lifecycle budgeting, training and planning damegreene eden intern also between the guests on tony’s take to my block this week is i am grateful and i’ll tell you what i’m grateful for. If you’re on twitter, you khun, join us, the hashtag there is non-profit radio use that hashtag wildly and it’s my pleasure now to welcome robert egger. He is the founder and president of sea forward on advocacy organization that rallies employees of non-profits to educate candidates about the economic role that non-profits play in every community and to support candidates who have detailed plans to strengthen the economy that includes non-profits and you’ll find they’re site at sea. The letter c forward dot org’s robert is also president of d c central kitchen, where food donated by hospitality businesses and farms, is used to fuel a culinary arts job training program. The kitchen is a ten million dollars a year self sustaining social enterprise. Since nineteen eighty nine, it has produced over twenty six million meals and helped a thousand men and women gain full time employment. In twenty thirteen, robert will open l a kitchen on the same model it’s. My pleasure to welcome robert egger. Robert. Welcome. Thanks, tony. Happy holidays. Thank you. Happy holidays to you, it’s. A pleasure to have you on pleasure to be here. What is the non-profit role in the economy? Why should why should candidates be paying attention? Well, it’s a bold statement that i believe that there is no profit without non-profits theirs. If you think about what community can attract a business or new new visits or young couples stay and maybe have a have a family, if they don’t have arts and culture, they don’t have communities of faith, education, healthcare, clean environment. You know, those are the things that the non profit sector produces. So you know what we’re saying is, look, there’s, a new civic mathematics that must come and play if the economic recovery is truly going to work. And that’s saying, in effect, that both non-profits and four profits are equally essential toe every city’s, every communities, every state’s, every country’s vibrancy. So what we need to do is elect people who understand that so we can move beyond the kind of old notion that dot com businesses drive the economy will dot or charities just do a good deed, very good, no profit without non-profit now the non-profit sector is about ten percent of our gross domestic product is that do you agree with that? Yeah, it is an effect, but, you know, if you really drill down a bit, which you’re looking at is in most cities non-profits are one of the top three employers, and so for example, in cities like new york, they’re the number one employer in the city now beyond that and again, i really want to emphasize a lot of people will say, well, that’s, not good, because the non-profits don’t create value, they don’t create revenue there and see what we’ve done is we kind of confused the word non-profit with not creating anything of value, but let’s, let’s, cool down just on the taxes i’ve seen this a lot recently where people say, non-profits don’t pay tax xero and i tell you what, brother, try and run and city without the payroll taxes non-profits pay every year and more importantly, trying to run a city where the city’s tax dollars have to go to make up for what non-profits do often times with money that’s brought in from outside the city. You know, we’re one of the major sources of outside investment in every single community. So a smart mayor we’ll understand there’s a tremendous potential to, for example, double the amount of money coming into the city or the state via the non-profit sector. By helping us, you know, say, in effect, what do you need? Can i help you develop partnerships? Can i help you? Uh get grants? What can i do to help you? Being the kind of resource is into this city or state that will help it grow and employ more people. How big is the non-profit sector where you are in washington d c we’re twenty six percent of the employment base in washington d c so when we look at the mayor’s race, for example, in two thousand fourteen were heavily democratic city. So the spring democratic primaries pretty much how we choose the mayor. So the goal is to say to the non profit sector, look, you know, it’s important, and i mean, many of you have historically kind of rallied around your individual cause, you know, housing the arts, aids, whatever and that’s important. But there are strategic moments when you need to let go of your immediate issue and stand together for the all boats must rise questions that i think are essential to be asking candidate. But again, what we’re trying to say to any candidate and and all the competitors, particularly when you look at a place like new york city next year where there’s a mayor’s race and his mayor bloomberg steps down there’s gonna be a lot of competition. We want to say to all the candidates, you know, whether you understand it or not, this is probably one of the biggest special interest groups in america that has yet to be courted and that there is a there is a potential political strategy here and an opportunity for candidate to who again can understand this new civic mathematics and again reach out to the sector and say, look, i’m moving beyond the kind of, you know, flowery rhetoric of i heart. Non-profits yeah, and i’ve got a detailed plan for if you will like me how i will partner with you from day one, you want to do social enterprise, you wanted micro credit to create jobs, man, i am your best friend, you know, you want to use volunteers, particularly our elders, who is very essential that they stay now have been engaged, you want to use those elders and meaningful voluntary activity, bring it on, you know, i’m one of those people who’s who i respect and understand the process, but i’m there’s the fierce urgency of now and frankly, after twenty five years in this business, i’m kind of bored of educating candidate yeah, i sense of a sense of frustration. Well, yeah, i mean, i feed poor people. I work in the basement of the biggest shelter in american i know what charity can do, but i know what we can do and the notion that somehow we’re supposed to keep moving on where we’re has to. Do mohr form or with less and be quiet about it now again, please understand, when i talk about frustration and not being quiet, i’m not talking about being belligerent are throwing bombs or being confrontational. I’m proposing, you know, an economic logic that says, in effect, just stop and listen, you know non-profits aren’t they actually create tremendous value? They are essential to any economic recovery, right? I want to talk about the recovery. Yes, right. And you’d be smart to really embrace us as partners. Okay? I love that. I like that a lot. No, no profit without non-profit and particularly in light of states trying to recover from several years of bad budgets. Do you have a sense of the role of non-profits in california? Bunny chance. I’m sort of putting on the spot. Do you know tremendously? I mean, look at san francisco and l a will both have mayor’s races next year, right? And no matter where you go, but do you have a sense of the role of the non-profits play in the state generally or in any cities in california? Oh, i mean again, you can’t go to any city in which there. Is not the non-profit sector isn’t one of the predominant employers. Okay, so that’s true in the central valley? Look, att cities like fresno, stockton, baker’s field, all of them killing bankruptcy. Yeah, this is the perfect opportunity when you, when you start to think about who’s going to come in and be the mayor and pull a city out of bankruptcy, this is an ideal time for candidates to kind of almost break free of the old kind of cemented notion of how you build the economy, which is let’s, attract a big factory or a stadium or, you know, municipal bonds. What we’re suggesting is that non-profits particularly those like the d c central kitchen. You know, we have multiple businesses that employ graduates of our program that might be going back to prison. We pay a living wage we and reinvest all our profit back in the community. Frankly, we’re the best friend any mayor has. You know, business is like the kitchen, and they should be aggressively trying to court and help mohr kind of transition from the traditional kind of service model into the empowerment model on. So i think that my my thing is you’ve got to elect people who understand that and again on day one, say, let’s work hand in hand. Business government non-profits altogether to rebuild the city in the state, even before day one. We want to get candidates adding the non-profit agenda to their platforms. And right now we’re going to take a break, robert. But we’re gonna have a chance, plenty time to talk about how to get their attention. What to do once you’ve gotten their attention and then using platform like, see forward how to endorse them. So i hope everybody’s going to stay with us and robert eckert certainly will, too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam 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 are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier and make more money improving communications. That’s the answer buy-in hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. I’m sorry, i can’t send out live listener love today because this show is pre recorded. It’s ah it’s tuesday before the friday that you’re going to be listening on the twenty first, so grateful for all the live listeners, but i can’t send you love city by city the way i like to do robert eggers, egger is with me and we’re talking about candidates for causes. Robert, how can we start to get the politicians attention? We’re talking about candidates now candidates, how can we get a candidate’s attention? Well, you know what what’s great is one of the vehicles we have, and this is the strategy were employing is saying, look, it’s it’s very it’s, almost impossible for organizations to be political themselves again. That’s part of our five a one c three charter ratification can’t before against any candidate but the private citizens who work at those non-profits can and that’s our strategy and see forward saying there’s ten point four million non-profit employees now what’s exciting is you look at that thing’s like twitter and facebook there isn’t a candidate out there who doesn’t have a facebook page or twitter account, and there isn’t a candidate out there who doesn’t have a staff person monitoring those accounts every single day. So in effect, what you have is the press conference that never ends. You know what used to be that moment where they could say no more questions, no more questions, and they were gone? Or if you might have had that opportunity at a press conference or a session to say mr cain and mrs kennedy, what do you think of the non profit sector? How would you partner? They could say, oh, i love the non-profit sector, the backbone of the community, thank you very much and split. Now we have the potential tohave literally if you think about it in cities like new york, l a, minneapolis, seattle ten thousand people every single day, relentlessly asking through facebook and twitter, what is your plan? We are one tenth of the economy, you know, one tenth of the workforce we channel the energy of millions of volunteers were major sources about sent investment what’s your plan and i think that that’s, the potential we have that we’ve never had before and that’s the seat forward strategy what we do, we’re almost like kiva in that we identify candidates all throughout the country. Last year we identified fifty three on sixty different candidates from, you know, races from mayor’s races down to city council. We’re going, we’re gonna have time to talk that way identified people who come from the nonprofit sector, okay, people, just like you and me, people who sweat out payroll there dedicated to make their community betters and now they’re standing up and running for office. And if they’re elected, they’re the kind of people who might stand up a city council member member meeting state legislature and eventually even you know, the house in the senate and really say, wait, wait, wait. I know this piece of legislation you think is important and will work. I work in the nonprofit sector. I come from the sector. I let me explain to you how it really works. Okay? This is essential. Not just for us is a sector, but for our country. Brother, you know what we’re saying is, look, will identify all these people and then you can come to our website and then you is private. Citizens khun go through our site to their website and give them directly. Okay, robert were saying little your you live in miami, you have you have a vested interest in helping somebody get elected in minneapolis, right? Robert? We’re gonna have a chance to talk about see forward and the success you’ve seen so far. Um, the only caveat that i want to add it just sorta amplify what you suggested that on. We’ve had a show about this with jean takagi and emily chan are legal contributors. When people are doing this sort of lobbying for the for the sector, they have to be careful what account they’re using. They shouldn’t be using their their company account, maybe they shouldn’t even be doing it on, you know, on the charities time. So just a just a caveat that politicking is important, but you have to be cautious about when you’re when you’re doing it on whose account you’re using and on what time that’s all and really, i’m really glad you brought that up, tony, because, you know, this is something you have to be wildly aware, like, for example, i’m at home, i’m using my private line. Right now, i can’t you know, i don’t do company time when i do stuff it’s, my private email or private twitter accounts that i do this work on or my c forward account. But that is it very important. Caveat you bring up well, yeah, you’re right, private citizens. But it has to be on your old time with your own account. Okay, alright, enough said. And we have and listeners could go back teo, show about politicking with gene and emily and listen to that for a lot more detail on what’s permitted and what’s not, um all right, so you want a you want a grassroots campaign to get the candidate’s attention? What kinds of? Well, i guess you’ve already you sort of laid out all the talking points. You just you wantto be able to specify what the impact of and the value for of charities is in your your local community in your state, you want to be ableto throw some stats in them at them and get their attention that way. But, you know, we also have an ask, you know, we’re making a point again. No profits without non-profits, but even if we elect a very smart candidate, you know, he or she on day one is going to be pulled fifty different directions. So what we’re proposing is, if you really understand its and particularly the role we play in attracting outside investment through grants or contracts, then why don’t you appoint a dedicated point person? For example, connecticut’s governor, governor malloy has a dedicated non-profit liaise on, and mayors in denver and los angeles have a dedicated staff person. And, for example, in denver, a very small office there, the office of strategic partnership has brought in almost fifty a million dollars in four years into the city from outside the city. New money? Uh, so again, that idea of a dedicated point person we think, is very strategic. And, you know, what we’re looking for is the kind of unifying principle for the sector that, again, we’re a very diverse group of people. We have a million different missions and sometimes their counter, but again, my bag is, you know, what we need to do is at the strategic moment and if i can a little, you know, illustrate a second, i always say, for example, tony, you and i have to have dry cleaners were right across the street, and we hate each other, you know we’d love to see each other’s business fail, but if somebody comes into town and wants to regulate its small business in a way that might impact our businesses, we might not drive down together, but we’d end up in the chamber or the board of trade, and we’d be we put aside our differences for a moment because we have a shared interest and that’s the thing that non-profit sector is never embraced, that idea of strategic moment in which we have shared interests well, there are in that election time. Yeah, that while there are coalitions like independent sector that try to bring the try to bring the sector together, especially now, i see that, you know, they’re very active around the deficit reduction and fiscal cliff discussions. So but those air, those air national coalitions and, you know, i think the broader you get, the more i guess, the more general and vague your talking points are in your and your calls for action are i would like to see it on the local level. Mohr yeah, i agree, and that’s why we’re focusing on the local level, you know, eventually we think that, you know, eventually we want to see presidential candidates openly discussed this i’ll be honest with you. I was really shocked that neither governor romney nor president obama and, by the way, the first president who got his first job in a non-profit neither mentioned philanthropy, neither mentioned the non-profits and again, the third biggest employer in america and each talked vigorously about manufacturing, for example, yet we are only percentage points away from employing the same number of people in america is manufacturing. Okay, so let me let’s talk more about some of the the actor calls to action, so so we’d be asking for a dedicated point person for the charity for the community forward is after now, okay, one example and i’m not trying to say by our product as much as we are one breakthrough, i believe idea, but we are hopefully the beginning of many different strategies to get candidates on par with us. Ok, but what other calls to action now? We would be be asking candidates teo to embrace well, i’m a big believer in social enterprise and micro. Credit and you know the idea, for example, it’s one thing to have a really great domestic violence shelter in your town fully funded, well, run, but ultimately those women gotta leave and ultimately, you know, but tragically, many women who come in or have no credit history and oftentimes very difficult time getting a job. So imagine, you know, a flip from the service model and saying, in effect, okay, how can we scream, help them create their own businesses and again think about we’ve raised an entire generation doing service, so i’d like to see a mayor who looks at all the universities in the town and sees, you know, school system bursting with a generation raised doing service who are now in the business school, who might come down and help a domestic violence shelter, develop business plans and demerol might say, i love this idea. So if you develop a a, um micro credit program, the city will match it dollar for dollar and i’m going to let three other partners with us so that every buck of private citizens put in will match in three, two, one let’s get people working again, i think that’s. What’s missing is seeing the non-profit sector is a potential job creator. Okay, do you have another example of ah call to action that we be insisting our candidates do before we’re going to endorse them because they’re they’re pro charity community? Yeah, i’m a big believer a we need great new metrics. I mean, for heaven’s sakes, you know, most cities have know idea you can’t ask a mayor how many non-profits today do you have in your community how much payroll taxes do they pay? How much money do they bring is so in depth analysis is essential, but another thing i’m really interested in is the contract process. I mean, we need mayors and city council members that they in fact, we want to get more of these non-profits of potential do contracts with the city because, again, they they’re motivated to pay a good wage, and they re invest their money back in the community versus making individual profit. But to do that, we have to lower the bar a little bit to help more people in, and we also very much need to expedite the reimbursement process between city and their contractors. So that non-profit organizations don’t go broke waiting to get get paid for services rendered, okay? So there’s a place where the corporate interests and the charity interests are overlapped you bet every everybody has list in that i was i was really impressed. Governor schwarzenegger appointed one of the first governors to appoint a volunteer coordinator on his cabinet, saying, in effect, look, we’ve got, you know, millions of older people but millions of younger people for whom service it’s part of their lifestyle now, and we’ve got a state that very well might have, you know, a natural disaster somewhere in the future. I don’t wanna wait until after the fact to try and get things coordinated let’s have a plan now, and i think that was a very, very intelligent way to look at the human capital that the charity, the charitable sector sector kind of channels volunteerism as a dynamic part of the city’s future of the state future. Now that we’ve identified candidates who have a pro non-profit agenda on there as part of their platform, how can we start to show our support? Well, i think is to get a private citizens you can, you can contribute. You know, i’m a big believer that even though we heard a lot about, you know, the billions a million spent in these campaigns that, you know, down the road, you know, those those the campaign will be more more driven by new media, which is free and pervasive. So i think that, you know, spreading the word about candidates contributing but also getting out there working for him, but what i’m interested again, it is not only backing people who come from the nonprofit sector but actually helping people who are in the sector now realize, you know, maybe you should run, you know, maybe the city, the state needs you, you’ve been a tremendous, tremendous supporter of this community step up and take another another step up on the chain, but again, what i’m trying to say to the non-profit sectors we gotta win, we have to support those men and women, our peers who step out and say, i’m willing to step up and take, you know, take a, you know, a bigger bucket of water on my shoulder for the larger you no benefit of the sector in our community, we need to get behind them. Okay, really, you know, support them in every way we can understood. And there there’s the role of sea forward. So let’s, take a couple minutes, talk about, see forward you you identified, i counted sixty one, endorsed sixty one candidates who had a non-profit friendly platform. Eight of them see forward specifically endorsed. And there were thirty five winners out of those sixty one. Yeah. And in fact, what makes it interesting is we have people throughout the sector nominate people. Look, you know, we’re trying our best here, but, you know, there’s not a whole lot of money in this. I’ll tell you, tony, i mean, it’s not like that, you know, the czechs air flowing in. We’re not competing with any super pac. You’re nowhere. We want teo what we’re saying to the non-profit sectors throughout the country, if you know somebody who’s running, nominate him, put him up on our page, and what we’ll do is we’ll look for those candidates that we think really have a tremendous opportunity, but well, even if we don’t endorse them, we’re at least giving them exposure beyond the small town where they might be running for city council mayor. And we’re saying all the ten point, million, ten point, four million non-profit employees check out this site and do a little shopping, you know, look around and see if you see a candidate, did you think? Wow, you know, that person is again four states away and a little tiny town, but wow, that’s a tremendous opportunity. What a vision i’m going to give him twenty bucks. What the hat? You know, when you’re running for a city council race in a small town, you know, fifty bucks a hundred bucks that that could go a long way, so never underestimate what ten million one dollar bills khun due in the political process in america, to get people who think again understand the role we play, it will be champions, not just for us again don’t don’t don’t mistake what we’re doing is somehow, you know, just trying to preserve the cut of the pie for the nonprofit sector. What we want is intelligent people elected who understand the new civic mathematics of how community thrive and grow. Robert, you had mostly of most of candidates were local from the twenty twelve election cycle, but you did have three. At the national level and and also the governor of washington state among those thirty five winners. Yeah, again, we’re really looking actually the person who was hunting who was nominated, i don’t think our candidate for washington state won the governor’s race, but a way had a pretty good track record of candidates who eventually want some with our support and don’t get me wrong that we just endorse. We just said, xero candidates that we think a really strategic and smart, so it was like it, sam saying, for example, who was the first indian american elected to the state legislature in michigan? You know, he ran the state association, he was the mayor of east lansing prior, and he would also he has also done amazing work promoting social enterprise in the city of detroit. So these are the kind of people we think when that, you know, sam will be out the statehouse really advocating for, you know, again, the economic role that we play in helping a state like michigan, which is behind the eight ball. You know what? A lot of states are really struggling with big deficits, so what we don’t want is people who think, you know, wow, these non-profits air getting off, you know, with a field day they’re you know, they don’t pay taxes and there just, you know, sucking money out of the economy to do good deeds. We want people to understand no, no, no, no, make no mistake, there is no profit without non-profit robert, i’m gonna switch the focus to you personally. What is it that you love about this kind of advocacy and endorsement work? Well, you know, i’m a big believer in no waste, you know, i started the kitchen because i hated seen food being thrown away, and i volunteered one night to serve the poor and saw men and women standing outside in the rain, and i had worked in a business that needed employees, so my bag has always been i hate seeing things that are still have value but aren’t being used to their potential, and i believe the non-profit sector and our vote, our classic examples of a tremendous american asset that are not being utilized, you know, i just came along to the food we throw away and the people we value have tremendous potential, and i think we proved that here at the d c central kitchen, so i’m just following the logic model of don’t throw anything away, don’t waste anything, don’t undervalue anything just because of the traditional way we used it in the past, no profit without non-profit. Robert egger is founder and president of sea forward. You’ll find that at sea, the letter c forward, dot or ge robert, thank you so much for being a passionate, enthusiastic guests, thanks so much pleasure, tony. Man, i wish you well, my brother. Thank you, robert. Now we’ll take a break, and when we retired, it’s tony’s, take two, and i’m going to explain what i’m grateful for. Stay with me. You didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternate network, get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. If you have big ideas and an average budget to tony martin, any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity hi there, time for tony’s take to my block post this week is very simple. I am grateful there are a lot of people that i’m grateful to, and i list them in that post on the block, but among them is you because you are listening to the show. I hope you’re listening often. Some listeners are very new, just within the past few weeks or months, and there are about a hundred or so that have been around for the two years that i’ve been doing this more than two years, and i’m grateful to each of you. I’m grateful to you for listening to the show. For those of you who get my show alerts by email every every week each thursday, i’m grateful to you. Thank you for letting me into your inbox once a week. I’m grateful for your support for your support of the show for your listening to the show, however it is that you propagate the show if you tell other people about it, if your forwarding those weekly email lorts that you get, however you’re supporting the show, i’m grateful and i want to thank you very much and you’ll find. A little longer list of people who i have gratitude for on my block at tony martignetti dot com that is tony’s take two for friday, december twenty first, the fifty second show of the year and the last of the year. My pleasure to bring on scott koegler scott is the editor of non-profit technology news. You can follow him on twitter he’s at scott koegler. Scotty koegler welcome back. Hey, tony, good to talk with my pleasure. We’re talking about computers crash. So you mean hardware is not gonna last forever? Yeah. You know, i have to say that when i was a cia, we’ve spent a lot of time and lots and lots of money on replacements and lifecycle transitions and all that kind of thing that, um, just, you know, you have to do with computer systems. I kind of changed my opinion over time, but it really depends on the on the situation that you’re in. So, um, i guess that’s what we can kind of talk about. Yeah. Okay. Um, well, how has your how is your opinion? Evolved? The used to be that the computers that you used, uh, ran an operating system. And that really hasn’t changed a bit. Still operating systems all the windows variations, there’s, mac stuff and there’s all kinds of one expiry ations. And it used to be that the applications that ran on those operating systems and turn ran on those computers dependent very heavily on the technology itself. In other words, the processor you know how strong how fast, how many bits is the processor, thie amount of memory, the size and speed of the hard drive. All those things were really critical because as a cz we migrated from the nineties into the two thousands of now intothe ten pluses, uh, at application software has always become the larger files more complex required more more horsepower essentially to run them and some of that’s still true. If you’re heavily involved in graphics, video production or audio production, you still have to have all that. But what’s really changed the game is cloud computing. So why has that changed? You might ask. Oh, okay, well, you and i have talked about it, but go ahead. Why has changed? The reason is that you’re really not depending so much on the hardware or the operating system for that matter, you are dependent on the connection. Um, so, um, so if you have a good connection, if you have your applications and your data in the cloud, then really, you can you can use almost anything that will support a browser. So so that that’s that’s where my opinion has changed, however, there are still reasons to change your hardware. And so now that i’ve kind of cleared the air on that talk about okay, well, we still need to change it. Listeners well, and i i appreciate your honesty. Your opinion has evolved. That’s. Very interesting. So there are. So so you think it’s okay now to push the hardware beyond what used to be, i guess, a strict like three or four year replacement timetable again. It depends on your situation. If you are running your your applications in house, if you have a ah constituent management system that that keeps track of your all of your donors and your constituents, your activities and that’s running on a network inside your facility. Okay, then you absolutely do need to pay attention to the age of your equipment. Because again, the applications get more complex that require more horsepower. And not only that systems break hard drives breakdown and computers breakdown. So, you know, there is a kind of to get ahead of the curve of the breakdowns you want to pay a lot of attention to. How old is each piece of equipment? What is? What kind of applications is it running and, you know, what’s the best deal this week of this month that i could get on a replacement unit. Okay, but if you’re if you’re more more of your work is in the cloud, then it may be okay. Toe hold on to hardware longer because, as you said, all you really need is a hardware that will support ah, browser. Exactly. Right. Exactly. Right. Okay. There are a couple things that kind of still go against that. And that is the operating systems themselves. Uh, there’s there’s a surprising number of companies and organizations. They’re still running windows? Yes. On one that’s. A little dangerous, right? That think microsoft dropping dropping support for that. Yeah, even even is uninformed is i’m about technology. I remember seeing videos six or eight months ago that my panels of microsoft engineers explaining two customers. Why? They wouldn’t be supporting x p and why they should move to the next operating system. So why don’t you just give a little explanation is i think there are still a lot of officers running windows expert why is that risky? Um, you know, the departed that it runs and experience has been historically one of the most stable versions of of windows that’s been around, um, and, you know, people argue that back and forth, but the fact is that if you don’t have updates, it’s more vulnerable to being attacked by viruses and hackers, all those nasty things that happened to computer systems, and eventually khun lied to either just the computer system crashing your dying completely, becoming unusable four for the villains stealing your data and interrupt your important work that gets done on that computer and that’s what it means, if microsoft is no longer supporting the xb operating system, then they’re no longer issuing security updates and bug fixes, right? Absolutely right, exactly. Okay, um, if we’re going to be extending the lifetime of hardware, and that probably happens in a lot of officers even where there is locally run applications because because of budget reasons. What are some things we can do to reduce our risk of working with these older machines? The kind of going along with what i just talked about? What windows x p one of the things that can be done is upgrading the operating system to a supported operating system and in some cases, hyre. For instance, moving from expert to windows vista may not be a good thing because it took it, took more hardware, took more horsepower, increased cps, more memory, that kind of thing. And by the time you add your closer cpu and increase the memory in your in your aging computer, you may as well have brought a new computers now faces. You could buy a desktop computer for three, four hundred dollars now. And, uh so replacing parts in an agent computer could cost. You have tio two thirds of that amount. So is it really, really valid too? Spend that kind of money on something that marginal up too up today. One you could actually just get something brand new, and i kind of skipped the whole the whole update. Okay, you know, okay, but if we have to hold on. To equipment longer, back-up is one strategy right for minimizing our risk? Well, yes, certainly back-up is strategy that needs to be managed and done all the time, regardless of the age of the computer, even even on a brand new computer. Of course, you need to have back-up of your data, you need to have contingency plans for disaster and think about all the problems just happened up in the northeast with storms, a lot of those computers and the electricity they ran them and the infrastructure that supported all that just, uh, disappeared in some cases, aaron, certain certain cases became unusable for some period of time. So what? What’s the contingency? What would you do if that happened? Maybe maybe better. In-kind in line with the question is, what did people do when that happened just a few weeks ago? So back-up yes, absolutely. Back it up back your software up back. Your application’s up. But more important, we have a plan for what to do when something that happened and and so these back-up should be automatic, right? We’re past the days when there’s a there’s a manual process involved in backing up. That depends. Certainly. Back-up should be automatic, especially in smaller organizations. We’re where there’s a smaller amounts of data it’s relatively inexpensive, too, to set up on offline back-up for online back-up i guess that connects through the internet to some remote, uh, location where your data is stored and the software that runs those should run automatically on either the server that you’re running your software on or on the individual no computers that are running that because, you know, data could be candy and usually is everywhere could be on the local disc drive can be on a server somewhere, so but yes to your point back-up absolutely needs to be automatic, and even if it is automatic should be tested because, you know, a large percentage of backup systems fail, and we only find that out at the time we try to actually use back-up right? So you should be testing that you can recover data that you know how to do it and that it is recoverable a cz you mentioned, you know, non-profits that were affected by sandy, there were offices that were closed for weeks, i guess a lot of people then saw the value of being in the cloud, if if they weren’t or saudi, certainly, if they were, because then all they needed was ah, web browser, and they could grab that from there could have that from their laptop that was with them or from some, some other some of their source, but then all they needed to do was able to reach the clouds. Exactly, and i’ve talked with folks that essentially used their cell phones, smartphones as a cz computer systems. They’re pretty much very small computers, right? So if you have, uh, a connection through a cell tower, which is a lot of cases during the storm was pretty much the only thing if even that was available, and so you’re able to connect out two applications running on your smartphone, maybe not being conveniently operated as you would your desktop with your laptop, but you could get there, and you could do the least very important things you need to get done. Okay, so reducing risk back-up and testing the backups, the disaster recovery plan, virus protection, malware protection. And you also mentioned some having the right policies in your article, you mentioned having the right policies on on employees. Use of the of the technology right employees are, you know, the best thing that can happen to an organization that can also be some of the most difficult sources of disasters. I mean, people make mistakes, and some some other people, um, do bad things. So, uh, you want to be sure that you have ways to get around or have contingencies, just in case either mistakes or somebody just decide they want to be not so nice and actually damage, er, we’re steal our lead or get rid of data, some other ways. We’re going to take a break. We’re going to take a break, scott koegler stays with us, we’ll keep talking about a computer crash and had a avoid that. We’ll talk a little about timeline, planning and budgeting training to stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. All right, scott, for those who do want to put together ah timetable in a plan for their technology changes updates. Well, i obviously well, you start with timing, right? I mean, how do you how do you figure out when your stuff is goingto need to be replaced? Looking forward. Ah, good point. Tony. The first thing to do obviously is to know what you have. So you need to take an inventory of your systems. And when i say an inventory, i mean very specific. You know, what is the what is the product that you have is that the desktop is of the laptop what’s the cpu and what’s the speed of it what’s. The age of when was it purchased? What’s the operating system. All those very specific. Now, the attributes that go to make up a computer and there are there are several pieces of software that will actually go across the network and scan your network and deliver you a, uh, an inventory. Okay? Because that would include that includes all your peripheral, still your printers, right? And exactly servers. Certainly. Uh, do you happen to know any of the names of products that will do that for listeners. I don’t recall them. I actually wasn’t prepared to talk about that, right? That’s something that you want to go through, we can certainly schedule. Well, what do they mean? It’s an important playing it’s? Uh, for one way or another, you need to have a new inventory of what it is they have, and then go ahead and make an evaluation of what parts of that are at risk unnecessarily in terms of breaking but at risk in buy-in affecting your organization or some organizations if they’re running their applications in house, that risk is going to be c p u speed, hard drive viability that amount of memory in the operating system for organizations that are running cloudgood based applications it’s really going to be? What is the one of the operating systems and browsers now? It’s going to be far less critical? Obviously. And once you have that inventory and you’ve got the evaluation of what parts of your inventory are critical, then you need to evaluate basically, you take a guess. What do i think is going to change or or effect the things that we’re doing in our organization? Over? The next one year, two years, three years and from that then you can make a projected estimate of what should be replaced. So it’s kind of a multi step process, not necessarily easy and certainly not an infallible i guess because, you know, you really don’t know what’s going to break and you don’t know what kind of technology is going to come on in the future. Okay, but you’re looking at the oldest stuff first, right? Sure. That’s. The easy part. Last last in first out. Buy new stuff to replace it. Okay. Let’s help listeners out if they wanted to search for these the kind of software they were talking about that will scan your network. Like what? What keywords would you search for in google? I would try network inventory. Okay, good enough for budgeting now. How do you look forward into what the technology is going to cost? Two, three years from now, the the good laws of computer development are that the prices will go down. Capacities will go up. So if you look at what you what your expenses take the piece of equipment that you want to replace today and get a price for that? Just go to the market, you know, go online and find something that is an equivalent to today and start with that number. Because you know that one year from now, two years from now, three years from now, you’ll still be able to spend that amount of money in terms of you know, is there a product available that you could purchase for that amount of money? Okay, cesar, that amount of money in a year’s time, we’ll buy you more capacity. So for one thing, that gives you the ability to take a number and make a budget. Secondly, it kind of future proofs of purchases, so that in a year from now a cz as your requirements for capacity changed, the availability of the equipment will change as well. So i kind of go along the same path, so pick today’s numbers and use them in your budget. Okay. Interesting. I realize i said something incorrect a few minutes ago. I said when you were figuring out what what’s goingto be replaced to use a last in first out. But it should be that’s. That’s wrong. Should be first in first out. Essentially three. Oldest first, so first in first out, right? Oldest first. Okay, we have just a minute left. Scott, what other thoughts you want to leave people with about creating this thiss a short to medium term plan, medium term plan, i would say just get started on it, you know, one of those just like back-up if you keep thinking about it and kind of guessing on how it’s going to work, eventually it will be too late and you’ll never get there. All of a sudden it will be tomorrow, and the disaster is here and you’re not ready. So i would say the same thing with the, uh, with the replacement plan going on planet, even if it’s in perfect and by the way, it will be in perfect. Go ahead and figure out what it should be. Get something scratched on paper or put into the spreadsheet, and you can always add to it and refine it. But the most important thing is to get it in process, get it in place. Get your organization to understand what that what that processes and, uh, you know, get a few minds working on it because chances are that more people thinking about it better than one person thinking about scott koegler is the editor of non-profit technology news, which you’ll find it n p tech news dot com and on twitter he’s at scott koegler scott thank you very much. Happy holiday. Thanks, tony had theology. Thank you very much. Also, of course, my thanks, tio. Robert egger. Next week, there’s no show because of christmas. And if you celebrating christmas, you have my wishes for a joyous one. And hope you get spent a lot of time with family and friends. I’ll be back on friday, january fourth wave greg warner he’s, the president of marketsmart and he’s. Not going to talk about the future of planned gift marketing. I have a plea. Can you please rate and review the show in itunes? I know that you don’t have to go there to listen anymore. You go once you subscribe and then you never have to go backto itunes again. I realize that i’m asking you to make a special trip. Teo rate and review the show if you get value from it, if you like it, please do. Thank you very much. Wishing you good luck. The way performers do around the world, we are still in poland. I need another week, teo durney. I need two more weeks. January fourth will definitely be out of poland, but as the polish say, i wish you breaking of legs poem ania nuke poem, une anouk for the next two weeks, and i do promise, we’ll be out of poland. I think we’ll be in serbia on january fourth. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer on this show. Social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I wish you a wonderful holidays, very happy, new year, and i hope you’ll be with me on friday, january fourth, one to two p, m eastern, or on the podcast a couple days thereafter. If you’re listening live, we’re always at talking alternative dot com. Hyre i didn’t think the shooting. Good ending. You’re listening to the talking, alternate network, get anything. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. Talking. Hyre

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

Tony’s guests this week:

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

Scott Koegler, editor of Nonprofit Technology News

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

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

115: A Conversation with Jana Eggers and GPS Scott – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Jana Eggers, senior vice president of products and marketing at Blackbaud

Scott Koegler, editor of Nonprofit Technology News

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s october twenty sixth i’m your aptly named host. Oh, i very much hope you were with me last week. I would feel terrible if i heard that you missed leadership normal sanski, consultant and co editor of you and your non-profit shared his advice on non-profit leadership remember his premise. Everything starts with leadership and linked in news. Maria simple, the prospect finder and our prospect research contributor, had two new offerings from lincoln board connect to help you find the right people to serve as board members and reasons to call revealed touchpoint ce for making contact with the people you want to talk to this week, a conversation with janet eggers she’s, the senior vice president of products and marketing for blackbaud at their bb con conference earlier this month, we talked about what’s coming in the non-profit technology market, special considerations for purchasing technology and leadership lessons that she’s learned from being a triathlete. Also gps global positioning. Scott scott koegler is the editor of non-profit technology news and you know this he’s, our technology contributor this month, we’re talking about location based services that use the gps technology in your smartphone. Four square, instagram, yelp and facebook places or sites that you can learn from, or partner with to get to know your donors and volunteers and your other constituents better between the brakes. On between the guests on tony’s, take two. I’ll clear up the confusion that i created over last week’s tony’s, take two and my block post. If you’re on twitter while you’re listening, use hashtag non-profit radio to join the conversation with us. Now we take a break, and when we return, i have a pre recorded conversation with janet eggers. Stay with me, co-branding dick, dick tooting, getting ding, ding, ding ding, you’re listening to the talking alternative network e-giving. Nothing. Good joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brayden will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Now i have a pre recorded interview with janet eggers at from blackbaud at their bb con conference earlier this month and here’s that interview welcome to tony martignetti non-profit radio coverage of peopie khan twenty twelve blackbaud conference we’re outside washington d c with me now is janna eggers. Janna is senior vice president of products and marketing for blackbaud janet, thanks for taking time during a very busy day. Tonny think for you you for coming here joining us. Oh, it’s, a big pleasure hope that i hope will be with you again next year. We’re already talking with melanie about perfect dahna you did the keynote. So why don’t you introduce? Listeners were going be listening after the conference, tio what? They should look forward, what they missed and what they might look forward to in twenty thirteen so what i talked about is our product, vision and what we accomplished in the last year, so big things that we brought to our customer base is the razor’s edge mobile application, which is very exciting so people can access their razor’s edge data on their mobile phone, which is big. We have about thirteen thousand razors edge customers so that’s ah, nice application that by the way, they got for free a cz part of their regular maintenance. And so that was our biggest announcement. But we have mobile all across mobile is a big theme for us in this past year and delivered across a lot of our costs. A lot of our platforms. Actually, most of them had some kind of mobile update s so people could access or provide websites, for example, for the non-profits could and we talked about updates to our blackbaud cr m product to our illuminate sierra prada. Ls you’re now on twenty martignetti non-profit radio. We have drug in jail. Sorry, i hate to put the one of senior vps drug jealous. You have a busy day today for listeners who may not know c r m is well for the general markets it’s usually called customer relationship management for non-profit we talk about it is constituent relationship management guest on the show talking about c r m some cloud applications, including blackbaud, but just for listeners who might not have heard those shows since your relationship. Now you spend a lot of time thinking about technology and obviously it’s used for charities. What do you see? The future of what what’s coming for charities around technology generally soon there’s one of the more things change, the more they stay the same. It’s so we’re always dealing with new things and technology. We have a lot going on, obviously with social mentioned mobile and the push there people have just started is adjusting teo email and now you got email on a smaller device with with embedded video invented video which we couldn’t even do a couple of years ago, right? So there’s a lot of that changing however video has been around for a while, so now you have to think about well, great, we have a lot of video product, we have video content which is exciting and does tell there i’m story even more then you used to be able to people had to read the tax. Now they get to see it and see what’s happening with their mission. So it’s really rich content now how do you adjust it to a new format and what’s great is with tablets were getting away. From the tiny little handheld or in the tablets, at least are this big so you could do a lot more with the media there. You’re talking to someone who still has an iphone three g s? Look, i skipped the four. I didn’t get an ipad, but i’m gonna buy a five so some of us are still in the well. I guess the dark ages were only three years ago, two and a half, three years ago. But yes, because the contents getting richer, the devices are getting hyre hyre resolution, right? Exactly. Zero ur videos now even either either bigger phone or tablet. And the iphone three is still a great phone. I know it when you compare can compare that to you know, the audiovox that i had not even ten years ago. I was like a brick. Exactly. Start to build the side of a building. Dahna that’s it now you are a triathlete on iron man. So remind people now i know that it’s a, uh it’s a swim on a bike in a run tell people what the distances are for each of those is pretty impressive. I have to bring that up. Because they talk about that and leadership, the two point four miles with them it’s, one hundred twelve mile bike ride and it’s a marathon, which is a twenty six point, two mile run. And you could take a nap in between those three. I mean, you could do that, but you may not finish in the seventeen hours that you have to finish it. So you have seventeen hours from seven in the morning until midnight. Tio how many thieves are also called iron man? Iron man is a brand and so that’s an iron in iron distance and they’ve branded it iron man let’s stick with generic triathlete triathlon how many of those have you done for that iron distance triathlon? I’ve done five. Okay, what’s the feeling between the plate and run you swam. You’ve bites a hundred sixteen miles west one hundred twelve miles you’re about to run twenty six point two miles. What is the feeling? Is your dismounting the bike and thinking, oh, i just have a marathon left? What are you thinking? What is the thought? That more at that transition movement during biking and running? People always ask that because they say yeah, oh, i’m sorry, i’m generic ordinary. Well, actually, you asked it in a different way, i will say, but people always say how can run a marathon after doing that, and that that’s different and what i what i say is you’re at that point, i find the marathon easier to run than just a marathon alone, and i know it sounds strange, but you’re kind of out of your mind at that point, because you’re somewhere between, you know, six and eight hours of working out insurance. Can you know you you can’t really think so. You think, wow, i get to run a marathon. If i can just get off this bike, i’ll go do that. Buy-in but it’s, only because your mind isn’t actually working correctly, okay, so there’s, some euphoria, obviously. Endorphins, air way overload. Okay, talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology? No reality, in fact, its ideology over in tow, no more it’s time. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. 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 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 yeah. Now you spent a lot of time thinking about leadership in technology. I know you speak of fair man of vision. How do you think you’re a triathlete? Work and preparation discipline involved in that affects your thoughts about leadership? Well, one thing is i get a lot of thinking time that i think other people don’t you know, i go out and go for a loan runs thinking that that’s good thinking time, right? It allows you to take a step back. You don’t have, you know, i don’t have the distraction of the phone or anything else. I have just me out there running and time to think so i do think that’s one thing that just the amount of time actually made the decision to join blackbaud while i was doing iron man wisconsin, well, you were in there not training for you while i was in the event of yeah, yeah, i told mark he said, i’m going to do an iron man this weekend and i’ll make the decision while i’m doing that work is march are dahna our ceo? Yes. Ls it? What about the discipline involved in training and discipline for leadership? You see overlap there? Yeah, i mean, it’s one of those things when you show that you can do that when you prove to yourself what you can do and what you’re capable of, i think you have, um, a little less fear, you know, you feel like a stronger person and that obviously, yeah, i can do that, you’re not you’re not afraid of what could happen, and you know that you can overcome a lot and there’s a lot with leadership that you know, you don’t you can’t control everything, right? That’s the same with iron man, you can’t control everything i can’t. I was doing great the last one that i did was awesome in germany and wei bike, i was having my best swim and bike so excited felt great got off the bike started on the run and a downpour happen and it was freezing and it just completely changed my race and i went from being my best time to thinking i’m not sure we’ll be able to finish and that’s what happens with leadership, right? It’s like everything’s going great and then something that, you know, i can’t control the weather, something happens. That you’re completely another competitors does something. You know, something changes in the industry, and you can’t control it. And soto have that confidence. You know, whatever comes my way, i can. I can handle it, and i can figure it out, and i’ve done it. So courage, perseverance, zone, like what we talked about. Confidence, confidence now you now that leads me tio spread shirt, you were ceo richer in why don’t you acquaint listeners with what spread shirt was then? I’ll follow sure spreads shirt is a customized apparel company, but in particular were a place where people can create their own shirts and sell them. So i kind of think of it as ebay, like people had goods that they were selling on platform, so we were a technology platform. But what would happen is they could create them virtually, and then we would produce them and sell them. So imagine if somebody could go in and, you know, if you understand ebay, you know, somebody could go in and say, well, i have a chair, but i don’t really have it. I just make it created online. Then we would actually produce that, and you could sell it, okay? And then one of the shirts had a madeleine albright about about confidence. You remember that? You know what i’m referring to? Yes, i do, but i can’t remember exactly. Okay. It was something it was be confident, but not it wasn’t cocky but it’s something like cocky. Yeah. It’s be confident. But not sure, you know so it’s something along that lines and the point there is, you know that your you are confident when you could do, but you also have to listen to others, right? You also have to see the different perspective because you don’t know everything and so be confident but not certain what it is. I do this be confident but not certain, yes, and listening is important. Let’s, you know, let’s, talk about some leadership skills, what’s your what’s your advice around listening to the people who are working with you for you, i actually have, you know, one of those signs that looks like a street sign, and it says what people, what people need is a good listening to this is something on your desk. Yes, again, believe good listen, is a good listening to more customers air that way, your employees there that way, you know, make sure that you’re listening to one of the things that i read once that i often times remember is it says, if you’re listening to respond, you’re not listening. Listen to respond. Sure, youre not listening right? Because you’re starting to sit there and think. Okay, well, i’m halfway through what they say, and i’m already thinking about my response, and i miss what they’re really saying, so it’s, this idea that you just sit there and listen and be okay if there’s a pause and be okay with you know, i’m not really sure, but i really want to think about that a little bit more. Let me get back to you or just have the pause there and say, hey, let me think about that for a second, i really want to understand. So if you’re if you’re already starting to process that and change how you’re thinking, um, based on what they’re saying, you’re missing what they’re saying. It reminds me of a scene pulp fiction, oma thurman is talking teo john travolta this actually, this might be an out take. I’m not sure if it made it in the movie, but she asks him she’s interviewing him before he takes her out krauz her husband, his boss is away and she she asked him, do you do you actually talk to people? Or do you wait to talk? You actually listening to people or you waiting to talk and says, i have to admit, i wait to talk, but i’m working on that that’s exactly it’s the same exact thing. So i’m glad i’ll reference full flexion cause that’s cool. Yeah, but i don’t know if it made it so. But i have the outtake dvds. Let’s, talk a little. You know, i like the topic of leadership. You you’re a senior person in blackbaud you’ve been ceo, you were ceo of sweatshirt and you know, what advice do you have for people who are leading, maybe leading small and midsize charity? So, you know, you covered listening, which is really critical. I’d also say i have another t shirt that says facts or good way often forget that we get caught up in the emotion of what’s going on it’s, like i always remember, especially the leader to back-up and think about, well, what facts do i have to support that? Am i leading by emotion, or is it is there really a date if the data behind it so it’s, data’s important and facts are good? Okay, so is there special advice you have for people who are leaders in technology as you are senior vice president, technology and marketing? What about technology of special leadership challenges? Sure, the technology leadership is different from still here. Yeah, it’s still it’s still people and i haven’t i you know, maybe i’m not even that, but i haven’t found technology to be that different. Okay, how about for the small, mid sized charity that’s thinking of purchasing technology’s leader thinking of purchasing technology what’s your advice about what goes into that important decision again? Think of the audience, which is small and midsize charity’s not. I’m talking to the biggest universities or hospitals, but good size but still smaller. Thank you for asking that because it’s really important and i’ll say a couple of things i finally had a good questioning. No, i like several question they’ve heard a million times aboutthe man okay, no, what people don’t prepare for is the change that technology is going to intel. So if you’re just buying a technology and hoping that it’s only going to work the way that you were, you’re losing out, you know, a lot of the technology is built with knowing all of these non-profits right, so our technology, for example, gets the benefit of twenty seven thousand non-profits and so if you’re on ly trying to get it to work exactly the way that you work, you’re going to lose out on the advantages of working with somebody who works with a lot of non-profits and the the best, this is the come along with that, right? So make sure we talk flexibility, but but but still the technology used to support you, but you you need to be able to adapt as well. Is that yeah, that and really think about maybe your processes need to be in place that way, but a lot of times you can modify them not just for the technology, but because there’s a good reason that technology is built that way, not just because it was a limitation of technology. The technology was built that way because it really works well for non-profit right? So being being willing to kind of back up and say, are we just doing this? Because we’ve always done it that way? Are we doing it because there’s really a reason behind it to do it that way? So that’s one thing is that i would always back-up and kind of push ourselves to make sure that we’re not just doing it because that’s what we’re comfortable with now change is good another thing that i’d say is keep up with the technology and by that i mean, a lot of people especially talked about cloud based applications, the technology’s updated for us, right? So we don’t have to go in and choose to read the release notes and all of that it’s just it’s there. So what happens is, is that people stay where they implemented, right? So they just they just use what they know, and they don’t push themselves to go out because they don’t have to go through a big change process to go in and upgrade like we used to have to back in the day. So i would say, really stay current with that technology because there’s a reason, you know, we put this stuff in there because we’re learning from people there’s new things to take advantage of, you know, and you should be using them, and it may be simple things like, you know, query list, if you didn’t learn about query list that we added to the razor’s edge in the last release, well, you’re probably spending more time than you need to in the software and we can make something really much faster for you. So and because you didn’t take that three minutes to read the, you know, release notes or to watch the release video because we do them by video now, as we’re talking about, you know, you’re missing out on thirty minutes a week because you didn’t take that three minutes so people don’t realize, you know, if you want to go back it’s the seven habits sharpening your soul, make sure that you’re sharpening, coming to bb khanna’s away of sharpening your soul, right? And make sure that you’re not trying to solve that tree with that dull blade. Hey, is your going in? You’re learning, you’re saying, and while this is going to be a benefit to my organization, even though it feels like three minutes now and i don’t know what i’m gonna get out of it, you’re going to get something out of it. So you got to take that leap of faith that goes back to leadership does lead leaps of faith, courage, flexibility since your technology provider, they may know something that could help you. And of course you mentioned krauz based, of course. The baby? I’m sorry, blackbaud i’m most familiar with oppcoll bases tapestry, that’s your that’s your offering and we also the razor’s edge is offered in the cloud too. So wei have that as well. So we most of our products are available in a cloud based solution. And some of its are clouds of someone else’s cloud it’s just but to the customer it’s the same thing. Okay, let’s, spend a couple minutes. I’m really interested in what? What is that? Moves you about your work. What? What do you love about intersection of technology? Marketing? That is the leadership. I see them out here. There are customers hyre brandy’s out there laugh and she’s not listening to me that there she is. See that they’re only costa. No, no, no. She’s the one that’s standing right here. So we’ve got yeah, twenty seven thousand organization she’s from one of them. But it’s it’s, people like her that are very, very encouraging and invigorating to work with. You know, some of the folks said, gosh, that was really hard to stand up there in front of all those people at the keynote. Take live questions. You know, why did you do that it’s like i love questions. I want to know what they’re thinking if i’m just standing up there talk and i’m not getting feedback and to me questions or feedback, right? Questions are wow, where you aren’t clear on something and you know all of that. And so you learn from the questions people ask me. I love that whenever i’m in an interview, maybe this is another leadership tip whenever i’m in an interview interview someone for a job i always tell what questions do you have? Right? Because you learn a lot about how somebody’s thinking by their questions and that’s what i get and now we have, you know, this room of twenty, five hundred customers that air here that stopped me in the hallway. That’s why? I was a little late coming to you because i get stopped just in the ten yards from the restaurant by forty for people with questions or comments or feedback, and i get to listen and learn. What do you what do you love that you’re doing for them? What are you hearing that? That they’re thrilled about that helps you wake up every morning? Yeah, well. It’s, you know, one of the customers stood up during the keynote and said, i don’t have a question, i have a compliment. You told us what you were going to do last year and you delivered it, and i just want to say thanks. So when so when the customer sees something like the razor’s edge mobile or the new versions of sierra mar, what we’ve released in illuminate, you know, and they say that, you know, well, here, let me put it another way when the customer stands up and says that’s my feature, and they were part of developing that that’s that’s when you feel really great, great oppcoll we’ll leave it there, all right, jonah and your senior vice president of products marketing blackbaud john, i wanna thank you very much for being a guest on a busy day. Thank you. Thank you. And especially for all the great questions upleaf all of that tony martignetti non-profit radio coverage of pecan twenty twelve were outside washington dc. Thanks very much for joining. Thank you. My thanks to janna eggers and everybody at blackbaud who helped organize my interviews there. Right now we take a break and when we return, tony’s take two. And then scott koegler its gps global positioning. Scott. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to the talking alternative network. Buy-in lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back where you been? It’s time now for tony’s. Take two. Last week i said that my blogged would be the modest arm or generous. But it was not the value of a quash sewn my story in the subway. When i gave a hungry man, a bag of pastries was doing very well. And i like that post. So i kept it through last week. But it is true that people of modest means are more generous. They do give a higher percentage of their income. Then the wealthy do we? We definitely have a generation. Sorry, a generosity divide in the us. I just haven’t blogged about it yet, but it still exists. Just cause i don’t write it doesn’t mean it’s not true when i do. When i do block that, i promise you there will be links to articles from the chronicle of philanthropy and an interactive us map. But they have that shows generosity, but i haven’t done it yet. It’s coming this week, i blogged dear housing works thrift shops. I unfortunately had a bad donation experience at one of the housing works thrift shops here in new york city and that story is on my block this week at tony martignetti dot com. I hope you’re probably thoroughly confused between tony stick to and the block, but if you just go to the block, it’ll all sort itself out, and that is tony’s take two for friday, october twenty six, the forty fifth show of the year. Now scott koegler is with me, you know him? He’s, the editor of non-profit technology news, which you’ll find it n p tech news, dot com and he’s our regular monthly technology contributor. Scott koegler welcome back. Thank you, tony. How terrific. How you doing today, scott? I’m doing well, you hang out with me long enough and i’ll name a segment for you. This is gps global positioning. Scott wei, are we’re talking about gps and location based systems? What? What is this about? Well, it’s about, um, being local and, uh, being able to do business wherever you happen to be at the moment or wherever you would like to be gps global positioning services, actually, tony, uh, you know, being used all over the place by mapping systems is being used on cell phones. Very, uh, uh, frequently to just find out. Where you are sometimes it’s for the good, actually most of the time. It’s for the good. Some people also feel kind of, you know, creepy about being tracked. So that’s that’s an issue that we have to talk about? Well, yeah, we will. And i know these these air services, like four square, which i’m pretty active on foursquare i checked in just a few minutes ago. Actually, i checked in a few minutes ago here at the studio on foursquare and for those familiar with four square, this will mean something to you. I stole the mayorship from our producer sam who’s here more often than me, but he doesn’t check in he’s a he’s, a lackluster foursquare member. So he hasn’t been checking in his own studio and i just stole the mayorship. Why don’t you? Why don’t you acquaint people with four square is since i brought it up now four squares is one of the premier where you are kind of applications and it identifies typically businesses. It really isn’t meant for residential or or other places like that. But if you are in a particular location, you you, uh, bring up the app on your smartphone, which could be, i think it runs on almost any smartphone now, uh, it’ll say okay, in this area that you you’re identified within our two or five or two hundred businesses, and you tap on the one that you are frequenting thatyou’re stop that and you can, uh, put you can take a picture, you could make a comment, you can invite your friends to come over and join you, and then it posts that online. And so the geo location thing gps is is really a convenience, because obviously, if you’re in joe’s pizza parlor, you pretty much know that. So theo geo location just kind of helps too find it automatically for you. Okay on dh there are others, like yelp and instagram and facebook places all all these using gps, it seems like almost any half any, uh, smartphone application is embedding gps your location? Well, that’s true, the twitter standard twitter is, too. I mean, you certainly can add your location to twitter if you want to right google plus facebook just say facebook, google goggles is an early example of that and it’s kind of interesting and i know it’s, not a really popular when it’s more of a an information service with google goggles. You know, i haven’t heard of that. Well, you you pretty much need to be using an android device, i think, although it may work on kind of on apple devices to but essentially you take a picture of a place, the building or whatever you happen to want to see, and it matches that picture of that building with the geo location gps. And then it looks for other images of that same building taken by other people, and once it finds it, it says, oh, yeah, in this building, his is tony, because he’s at the studio today, okay? And by the way, do you want teo? You want to talk to you so you click on the button and it will bring up your phone number or your email address or whatever else you’ve provided for us. It’s very interesting application. Yeah, that is called google goggles. Google goggles. It’s. Actually, they were. They caught virtual kind of virtual reality because it’s allowing you to and when you look at the phone that you’re taking the picture with, it overlays the image with what? It knows so it’s very interesting stuff, and i’ve kind of gotten nearly as much popularity as i think it too, right there we go, my pitch, alright google goggles, and so i guess, at the at the most basic level, ah non-profit could have itself listed on these services and have people checking in saying that there, there, there, when, when, when they are exactly and it depends, of course, on the kind of non-profit you you are and the and what it is you’re trying to do if you if you’re a non-profit that has a specific location and you want people to come there and be there, then that’s absolutely one of those things you want to do if you’re a non-profit that really doesn’t have a specific location and instead does events or those kind of things, then you’re probably looking at, um, you know, something more like twitter or facebook where you khun, uh, create a flash mob or something like that, but, uh, you know, we’re here right now come see us, okay? Flash mob jargon jail. You should know better. Scott. Come on, flash mother. You know, tony, you don’t think that’s jargon anymore you’re struggling, all right? You don’t think flash mob all right, maybe you do. Maybe everybody does know. I mean, i know what a flash mob is, but i’m tryingto i’m always looking out for the listeners. Scott, you transgress every once in a while, right? There could be somebody listening but doesn’t know a flash mob. Okay, i insist the flash mob is a gathering of people that have not prearranged to be in any particular place but have heard about it through some kind of a general social media, like a twitter and decided hey, let’s, go there right now. And so you may get, you know, two people or you may get ten thousand people you really never know. Of course, if you have a, uh, if you have some kind of celebrity in a particular place, you know, it’s the draw, right? Yes. Ok. You know, come see me with mick jagger. Whatever. You probably get a couple people to show up with that, of course, when they find out he’s, not really with me. Well, you you would never be a disappointment, scott. People still be just a few will be equally thrilled to. See you. I got the moves, jack. Alright, so okay, so what? The most basic level you could you could on its easy to add an application. I mean, is it at a location i know on foursquare because i’ve been i’ve tried to check in some places for the sixth was probably more like a year that i’ve been on it, and the place isn’t listed so it’s easy to add so a charity could easily add itself on a four square and probably the others are easy too, but be going beyond that beyond just having your your location listed. What what what’s the value of these location based systems for charity? Well, with any of these, and not just location based applications, but with any social media or really any website or anything that that the business or non-profits going to do the whole thing is being able to get people more involved with what you’re doing and to associate more closely with you cause so this is one of those things that is healthy, at least the possibility of doing because hopefully you’re doing something interesting and you’re in a particular location that’s interesting, and you’re bringing people together so they associate with each other, and so that popularity kind of grows. So the location based aspect of it is, is one part was definitely not the whole deal. No, right. Okay, so, for instance, i see i see promotions once in a while, when i check in somewhere there’s, a there’s, a restaurant and bar in the city. On the fifth, check in, you gotta free free, free beer, free tap. We got that in the first day, right? Um, so so it could be something like that. I mean, you could offer a promotion, right? Right? A free t shirt. You know, one of the examples that i saw was if you have a corporate sponsorship for your non-profit corporate sponsor could add an additional award for some number of check ins that, uh, that anyone might make, so that gives the visitor on additional incentives to make a contribution, even though they don’t actually have to put out the cash. Right? Okay. And we should just make it clear to listeners that the zsystems routinely track how many times you check in, like mine. My it knew that i was the fifth. There was the fifth check in at this place called in manhattan called the beer authority. It’s right near port authority, the authority so it knew it was my fifth checkin that said free beer, but i was there for lunch and the client, so i couldn’t take advantage of it. Now i don’t get not one for another total. My tenth check in so it’s zumbi inducement to keep checking in and you could have something like that for your charity as well, like volunteers who are regularly coming could be a free lunch or maybe a t shirt, something like that, right? Right? And some volunteer organizations have karma points, so they don’t actually reward you with dollars this early, but, you know, you get to be a head honchos on a a good guy associating with non-profit okay, well, karma is much more valuable than a deceased good karma is much more valuable than than my my pinto free beer, you know, so pretend they don’t. But what did you say? Depends on the day ends up. Okay, well, karma’s goto older he’s okay, what beers? Beers don’t help don’t hurt. All right, let’s. See what? S so there are some downsides to to using these. We’re talking about the advantages, and we’ll talk about some of the pros too. But but privacy you mentioned your privacy is one of those things. One one positioning systems and gps on smartphones first started to come out. There was a whole lot of discussion about, you know who knows where i am and what are they doing with the information? And how? How do i control whether this is being i used to look? At, um, for better or worse, just like most of the social media scares, those kind of things are pretty much faded away for the majority of people. Uh, and if you’re if you decided that you want to use the gps services, it’s, just part of the deal, you are just one of those, you know, it’s, just one of those things you put up with, like it or not, right on dh haven’t said that there still is a relatively, very small percentage of people who actually make use of these kind of things. Yeah, the online, the online folks there’s low penetration in that in that population of people who are active online, right? Exactly. Okay, okay, but yeah, i mean, these are things you don’t have to do it. You don’t have to reveal to people where you are every every time you stopped somewhere, but you might decide that you’re gonna have some fun with it right now, okay? And that comes to the kind of the next issue, and we already talked about several of the deal location applications. So, like any other set of applications, which ones to use? Because you know you may use four square today, but you may want moving social you may want. You may also be using twitter or whatever. And so now you have a dozen of these location sensitive applications that are not only tracking you, but somehow incentive for you to check in or log on our see who from group, where your friends are, right? So they can get to be a lot, especially if you go somewhere lunch and, oh, i need to check in. Well, i need to check in with all ten of you applications looking so what’s left. For once, your friend has left and you’re free. Beer is warm and it’s time to get back to the office. All right, we have to take a break, and when we return, of course, gps scott will will stay with us. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y monty taylor dot com how’s your game want to improve your performance, focus and motivation then? You need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness, buy-in. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back. We’re with global positioning, scott, and we’re talking about these location based systems and their potential value for you. And of course, you know the thing we were just finishing with before the break was scott, i mean, you don’t have to do these, you could do just one, you know, it’s, like any social media, you choose the the amount of time that you feel you have and the level of your interest on dh what your goals are for your for your charity, right? Exactly. And, you know, one of the things i was thinking about is, uh, in terms of how it’s, how non-profits come use this? I think it’s particularly helpful with the events, you know, we talked earlier about my misuse of the word flash mob, but i think that that’s, uh, it’s kind of in line with an event, uh, kind of a connection so that you can publicize your event through the website through email through whatever other venues you used to connect with your constituents, but it wouldn’t help it wouldn’t hurt to have some kind of geo location system that says, our event is now and it’s here and you should be here if you need directions on how to get here. Click this button here that brings up the mapping application. Yes. Directions. So all those kind of things are kind of part and parcel of location. You know, directions were certainly part of that. Your article at n p tech news dot com has some interesting examples about how charity’s air using thes these systems. One of them you mentioned the karma points, which is terrific for volunteers wanted to share another the royalty thing you mentioned, you know, get stop in five times and get a prize. That’s certainly one of the things that goes along with the karma points, but i really depends almost entirely on what your mission in your non-profit is, uh so that that that’s definitely one of those things stop in x number of times. Stop by check in the other thing that goes along with that is the social media announcement. So not only do you want to check in because it’s a good thing to do, but you also want to encourage visitors to tell their friends that they’re they’re right. Well, that’s andi had said earlier these chickens are often shared through all the other social sites, so people are sharing with their friends that their at an event are there volunteering for you or they’re at a board meeting or whatever it is. They’re all their friends on all the other difference. All the other social sites where they’re sharing their check ins are learning how close you are to this organization, right, and particularly like four square, for example, has an automatic post for twitter and facebook, and of course, you could turn that on or off. Uh, actually, i’m kind of disappointed that they haven’t expanded beyond just those two social media to whatever google plus or any of the others. But and as you start to look at some of these, uh, gps application, gps enabled applications, it isn’t always necessary that you create a particular application for your non-profit it’s, it’s really not a bad thing to use? Just pick on foursquare? Yeah, not a bad thing to use them because they already have the infrastructure that already has a member base. It’s it’s a fairly good possibility that many of your constituents are already signed up with them and it’s easy for them then to find that it’s easier it’s easy for you to invite them if you if there’s a non-profit you have a email list, uh, worry twitter list of your constituents, you can go into foursquare and ask it to find or suggest friends for your foursquare connection, and it will then risked your other social media and you can simply invite them so it’s a nice way to be ableto add people to your four square connection. Yeah, i didn’t think we were talking about charity’s developing their own aps i thought we were talking about having them think about whether using one of the existing ones foursquare, yelp, you know instagram, facebook places crowd map around me whether any of those might be suitable for them. Let me ask you, we’ve just about a minute and a half or so left you used to be a chief information officer. I don’t include that in your bio, but you’re a modest fellow and but i’ll reveal it now that used to be a ceo. If you were cia in a midsize charity, how would you approach this? No, i think we just lost scott. Maybe maybe he did not want me to reveal that used to be a chief information officer. Um, but i’m going with only a minute and a hat would like a minute left. Now, i think we’re pretty much gonna have to say goodbye to scott, but what i think he would suggest first is think about what? The what the technology is and think about whether it can be helpful to you. And if so, how? And then, you know, what are your goals around using foursquare or instagram or something like that? Let’s? See, do we bring scott backs? And we have that. Sam scott, you’re there. Okay, i’m here. I was speaking for you. Did you not want me to reveal that? Used to be a chief information officer? Is that why you cut us off? You know, that was really and i was embarrassed by the whole thing. That’s how modesty is, he hangs up and you talk about theo flushes. It hides in the corner. I do actually, our radio. All right, now we just have about thirty seconds. But what i what i was saying, scott is that you would probably urge people as if you were their ceo to think about what your goals are for using one these or just several. These gps system, gps, location based systems. You got it exactly right, tony and that’s pretty much good advice for deciding to do any particular technology. Yeah, so i would say, you know, decide what you want. Find the applications that provided with the least effort and least money. Uh, some whatever is most acceptable to your in this case to your constituents and start to integrate. That developed a plan. I would be working with the marketing folks and with people, they’re actually doing the task because, you know, i don’t actually do anything. Okay, so i was talking to them to find out what it is, what it is that they want to do. And then i would be simply enabling the product for them to take advantage of it. Okay, now i have to cut you off. It’s. Time to say goodbye. Scott koegler, editor of non-profit technology news at n p tech news. Dot com we’ll talk to next month. Thank you, scott. Good bye, tony. Next week. Another interview. From the bb con conference, it may be the one on getting more matching gif ts or it could be the one on using data from social media, or it could be the one on razor’s edge best practices um, you can know before the show if you’re on arlington group and you can also know before the show what the second half of next week’s show will be. It’ll be jean takagi and emily chan, our legal team, but i don’t know what subject no. Before the show joined the linked in group were also on facebook. You can listen to non-profit radio live or archive because we’re on itunes, you’ll find us on itunes at non-profit radio dot net on twitter follow me, use the show’s hashtag non-profit radio and like scott and i were just saying i’m active on foursquare connecting all those ways wishing you good luck the way performers do around the world. I need some pronunciation help from our hearts researcher janice taylor so i can bring you the next country so i’m sorry we’re still in estonia. Nyle gumi, may you get a nail in your tire now we’ve been in estonia i know for a couple weeks, but it is a lovely country, it’s, just across the gulf of finland from helsinki, just across the baltic sea, from stock, home moving, moving west. So hang out with me in estonia for one more week, and i’ll get janice’s help for next week, and we’ll be in a different country. Our creative producers, claire meyerhoff. Sam liebowitz, is a line producer. Our shows social media, is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p, m eastern at talking alternative dot com hyre i didn’t think that dude is a good ending. You’re listening to the talking alternative network. Duitz e-giving duitz nothing. Labbate hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. 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 broadcasting. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Dahna

109: Small Shop Planned Giving & Events Technology – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Claire Meyerhoff, principal of The Planned Giving Agency and creative producer of Tony Martignetti Nonprofit Radio

Scott Koegler, editor of Nonprofit Technology News

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

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Metoo hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent friday, september fourteenth. Oh, how i hope that you were with me last week. I’d be devastated to hear that you had missed get out and communicate positively. Sharon abbott is the author of mixing it up the entrepreneurs new testament and her strategies apply to small and mid sized non-profits as well. At the next-gen charity conference in two thousand eleven, she and i talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon’s e sharon even read my face to tell me what kind of a communicator i am. You see what i put up with for this show face reading and secrets maria simple is the author of panning for gold. Find your best donor prospects now, of course, you know she’s, our prospect research contributor. Last week, she panned for research gold in sec corporate filings this week, small shop planned e-giving claire meyerhoff is principal of the plant e-giving agency. We talk about marketing gift planning in ways that are not same old, same old for small and midsize charities. Claire turns the tables. And interviews me from last year’s national conference on philanthropic planning and events technology. Scott koegler returns to help you with event planning, use free tools to collaborate with the volunteers, employees and vendors who are putting your events together. You know, scott he’s, the editor of non-profit technology news and our technology contributor on tony’s, take two between the guests. I blogged this week about a really helpful analysis of constituent relationship management that cr m software, published by idealware that they published the analysis. I think it’s very good, and i’ll talk about it. Use hashtag non-profit radio. Join the conversation on twitter, you know we take a break right now. What you don’t know is that when we return, it’s clear, meyerhoff, small shop planned, e-giving stay with me. They didn’t think the tubing getting dink dink dink, you’re listening to the talking alternative network e-giving. E-giving cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Duitz no. Welcome back to big non-profit ideas for the other ninety five percent. It just occurred to me. I forgot to say i’m your aptly named host. You probably knew that right now. I have my interview with claire meyerhoff. You know, whereas the creative producer here, but she’s, also the principal of the plant e-giving agency. And we talked about small shop planned e-giving. This is tony martignetti non-profit radio coverage of the national conference on philanthropic planning. We’re in san antonio, texas. The conference is sponsored by the partnership for philanthropic planning. My guest now is claire meyerhoff. Claire is editorial director of the plan giving company. And she also has her own the plan e-giving agency, which she is principal of claire meyerhoff. Welcome to the show. Thanks so much. And, tony, i’ve brought a very special gift for you from san antonio. It is a law badge, texas ranger. And it says, tony, it does say, tony ship a texas ranger. Tony okay, now, now you know why claire is also in her credentials. Creative director for this show. Because she brings little things like this. Now. Yesterday was her birthday. And yet today, she’s bringing me a gift that is just the kind of gal i thank you from my texas ranger badge. Howdy, partner. Put in on that. Looks great. Now everyone will know that you’re a texas ranger so you can go arrest people and put them in george in jail. That’s. True. I could use this for dragon jail. Yes. Now i just need a little set of keys. I always wanted a little set of warden skis for jargon. Jail. Okay, um, so what messages have you been hearing consistently at at the conference? Claire? Well, something i’ve been hearing at the conference is that people really want to take it up a notch. As far as their marketing. We’re hearing that aa lot of people are doing more advertising say within their organizational magazines, and they’ve been doing the same old ads forever, and so they’d like to do so something a little bit different. So that’s something i’ve been hearing, just sort of on the street just from chatting with people. Yeah. Ah. And what are they? They have any intentions or ideas about what the difference is? What everybody wants to do something different. What direction? Well, i think that they just don’t really know their plan giving people they’re not they’re not don draper, they’re not darrin stephens from the mcmann tate advertising agency, so they need a little bit of help and that’s, what i really like to do is doing ads. I just did one for north carolina state university, and when i was talking with my client about what kind of ad they wanted to dio b sanford who’s, thie associate director there, said, you know, i’ve always loved this statistic about how people spend more time planning their vacations than planning their wills. And he said, that’s a that’s, a great thing. What if we did something with that and then drove people to your website to the will planning tool that you have s o choose one thing and then geared towards that? So we came up with an added so it’s, a woman on the beach he’s, you know, in her fifties and she’s cool and she’s on the beach, and it says two hundred forty three number of hours she spent planning her vacation than its xero number of hours spent planning her estate and then the copy, something like she has everything she needs for her dream vacation, but she doesn’t have a will she’s not alone, sixty five percent of americans don’t have a will, but now’s a great time to start planning goto our website and in a little messaging kind of like and while you’re there, you know, leave us a gift, too. So it’s not about planned giving it’s not about the bequest it’s about the donor, so that really, truly is donor-centric to speak to them and an issue that they might be having in a clever way also in a clever way that gets their attention because you have to remember that in a magazine, whether it’s for your university or your favorite non-profit you’re kind of flipping through it, flipping through it, flipping through it, and something has to catch your attention, and it may not be the same old messaging about leaving, leaving a legacy that might not catch the person’s attention. All right, so let’s, use that as a segue way clarinet wants to ask me some questions, so we’re actually going to ah, we’re going to change positions and turntables. Claire is going to be behind the board, but don’t touch anything here i won’t touch is very technical, very technical. Now claire has a background in radio. She knows i’m making fun of her. She knows more about the board than i do. I really need you to switch. We’re going one of you up there, let’s, take off your headphones were gonna sweep. Ok, make a lot of noise, things switching, switching now, amit buy-in okay, bubbles well, you can adjust them. I just okay. Four minutes into the program. This is clear. And now you can see what they can see my badge. Better to come closer to my texas ranger underside. Okay, this’s clear. Meyerhoff in the special guest host here at tony martignetti non-profit radio. My guest today is tony martignetti, who is one of the greatest hyre teachers in the world of plan giving, i think because when i started in the business, i had a lot of questions, and tony was so generous with his time, i call him up and say, you know, really, what is it? A charitable remainder trust? Tell me all about that. So you were always so helpful, so i’d like to take this opportunity to thank you. You’re welcome. It’s a pleasure. Thank you. That’s like the greatest. I don’t know one of the greatest let’s not get carried away, but it’s a pleasure to help the community. And you yes, thank you. Thank you, here’s something that that i have really noticed being in plan giving. I’ve become sort of evangelical about it everywhere i go if i run into someone who’s from a non-profit i immediately asked them so. Do you have some sort of a plan giving program? Do you get requests? What do you do? And what i hear a lot of times is we’re not big enough for that. We’re not big enough for that, and i say, no, no, no it’s really easy, and i start to tell them about how they can start a basic plan e-giving program, but i can only take it so far because i just know about sort of the communication and the messaging, so if you’re a small non-profit a small organization and you want to sort of plan giving program and you do a little marketing, you put it in your newsletter and, gosh, someone actually calls you and says, yes, i have made you the beneficiary of my retirement plan, ok or something. What sort of the next step that the small non-profit has to take two actually accept these gifts. Okay, first thing is say thank you. We can never say thank you enough, but but the first, whether it’s a phone call or it comes in by reply card on ah dahna mailing that you did or whichever you want to say thank you very much talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, teo you society, politics, business and family it’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com every tower is a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. 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 if you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity metoo now, in your your hypothetical, it was an ira gift. Is that right in my hypothetical? Okay, all right, so we’ll stick with the i r a gift. So, um, we want to make sure the donor understands that they are now going to be part of the close community of our charity, and the ideal way to do that is through a recognition society, which is just a way of another. Another way of saying thank you. So i hope that the charity would have a small and it’s a small charity. So a small recognition society that might just be eight or ten people who have remembered the charity in some way in their will or ira or other estate plan method. But we want to say thank you consistently. We don’t want to say thank you at the time we find out and we do that through our recognition society. I hate the name, legacy society, heritage circle. Oh, my god. It’s so generic. There are thousands of heritage circles. Name your society. You have free reign like you. Name it. Anything you want. Name it for, um, something that’s iconic to your organisation. It could be a person. It could be a gn animal. It could be, in some cases, maybe a bigger charity. Maybe it’s a building or i have a client. Where? It’s the bell tower society. Because people used to meet at the bell tower that’s a college campus different than the small charity, but make it unique to your organization. And this is really the great part for marketing. Because if you create the society and you name it, it gives you something to talk about your announcing it. You have this now. So let’s say in the past you have received a couple of bequests and you just had them and there’s no sort of organization of it. Well, you’ve come up now with the society so let’s say it’s called the elm tree society because you have a beautiful elm tree on the front lawn of your building is the elm tree society. And in your next newsletter at your next event you can talk about that we have launched. We have created the elm tree society it’s so special it’s this it’s that it’s the other thing. If you do x y and z u will be in the elm tree society. So it gives you something to talk about and that’s, the key to marketing is that you need to have something to talk about. Just the fact that you exist isn’t enough. You need to have some news, something that’s new going on to talk about. And i love the elm tree society too, because then when you have a little recognition lunch you can have little leaves on the tree leaves on the tables. On the tree is deep rooted, deep rooted in our work and and our stories and here’s a story from the tree it’s okay, i go too far, but the the the point is you make it something iconic and, yes, it gives you something to talk about. And i love the image of a deep rooted tree, too. I just that even though it’s just and she comes up with ease off the top of her head is that remarkable stories of great. And speaking of coming up with things off off the top of your head, i was visiting a friend of mine for her fiftieth birthday in massachusetts in this in february, and her husband is a financial planner and he is also the treasurer for his church, and then he goes, oh, you workin plan giving? We need to do that at my church. We don’t have anything he says. These people are dying and we’re not getting anything. And i said, well, are you asking for them? Are you are you marketing the plan gifts? And he says, no, we’re not doing anything to sit down. So within about fifteen minutes we laid it all out. We started with the society we named the society after a tree that’s on the on the really old tree on the front lawn in the church. So we named it after the tree, and then i said, well, now, now you have to come up with, like, a way to talk about it. So do you have any recently realized plan gifts? And he said, yes, we have got some money last year and we used it. The intent was they wanted to upgrade all the handicapped accessible stuff in the church. So that’s claim i said, do you have a church member who is benefitting from that and says, yes, there’s this woman and she wasn’t coming to church for a long time because it was hard for her toe access the church that’s fantastic. So i said, do you think she’d be game? And he said, yes, i said, okay, you get her, you get a photo of her act using this handicap access, you get a great quote from her talking about how wonderful it is now that she can go back to church. You put this in your newsletter and you talk about the fact that this all happened because of a bequest, and that gives you the opportunity to talk about bequests and you’re new society also, the added bonus. Now you have a way to talk about bequests with the woman who has been benefitting from the situation because you have asked her to take her photograph. So now she’s, a new french, is kind of in on it and that’s the key thing is to kind of get people in on it so you can make a plan giving program at a kitchen counter on a sunday morning over a bagel and coffee. Yes, small non-profits should not be discouraged at all thinking that they that they can’t do it. It’s just a matter of having simple conversations like you’re describing or putting something simple in your newsletter and you start with the simplest of gifts that one the ones you and i are talking about the bequest maybe go to the ira if that continues after this year. But charitable bequests just a gift in your will alongside the children and grandchildren and your spouse there’s a gift for us. It does not to be a large gift that’s just that’s the easy way to start a plan giving program and by the way, your story i don’t even i don’t know any of the players, and it still makes my eyes water a little bit because it’s such a touching story it’s so poignant. Those are the kinds of tender things that we want to be able to share with others to encourage them to do the same. Well, it’s, because we it’s kind of like we know the secret this secret way to raise money for your organization that’s so easy and a lot of people don’t know it. So at the church, they don’t they know about if they know about the quest, but they don’t know that. It’s something that they can go out and ask for, they think it’s something that just has to fall in their lap. So that’s what’s so important about talking about it and talking about it in a way that features the benefits of the plan gift and why it’s good now rather than why it’s good later, and i think that that too many people in the plan giving industry talked too much about this idea of a legacy that people are sitting around thinking about leaving a legacy and how important a legacy is. I don’t think people really wake up in the morning and think about leaving a legacy. I think that when i talk to people that have done plan gifts, they’re doing it for the here and now they’re going, you know what? This is something i can do. It makes me feel good, it’s good right now, i know i’m helping, i know i’m doing a good thing, and i’ve never heard a donor ever really say it’s because i want to leave a legacy, you know? No, i don’t you’re right, i don’t hear that that often, i think people who will get to that age, you know, are thinking about what they’re going to leave behind, but i think it’s when it when they’re thinking about that it’s not so much for about charity, it’s more about we’re going to leave behind for my family that in terms of the legacy, i think that’s more family oriented, but you’re right, a lot of fundraisers, air thinking about our marketing leave your legacy, and i don’t think people think in that respect for charity, for charitable purposes no, no, they’re doing it because they want to do something they want to do something smart and savvy and cool right now, so if if you are ah let’s, just say i’m a loyal donorsearch to a animal shelter in my town and i’ve been giving to them for fifteen years, and i’m having a conversation with someone on the staff and they say, you know, we now have this society where it’s wait are accepting plant gifts and it’s this and that and here’s, some of the things other people have done and it’s going to be great because we’ll be able to do so much and this per yes and focusing i’m sorry, but focusing on what the gift does, what the outcome, what the impact is how, how this is helping. Is it saving a life? Is it rescuing on animal is what’s the what’s the outcome that the gift creates? Not so much the focus which i see too often is this was a charitable lead unit trust which had a provisioned for generous state tax implications. And you know it’s, not about the taxes. You do it about the do it about the the great story that this that this gift creates because it has saved a life educated a child rescued ah rescued an animal given shelter to someone who was, who was abused, what’s what’s the gift doing and also, i think. And the other part, the donor part of is what can i do? And it’s an easy way to be a quote philanthropist like you think only rich people can make significant gifts and do something really sincere. But you khun do that too. And when i’ve talked to some people about it, i said, look, you know, you’ve been you give one hundred dollars a year to this organization, but if you made this organization half the beneficiary of that ira that you have sitting around that has twenty thousand dollars in it and let’s say something happened to you tomorrow, your organization would get ten grand that’s a lot of money, they could do a lot with that. Ten grand of people call, really? I didn’t know that, and i think when people realize that they can be a philanthropist, that they could be someone to make a significant impact. That kind of floats there boat it’s definitely and it’s definitely not just for high net worth people with big assets. It’s ah it’s an ideal way of giving for very people of very modest means, but your example, ten thousand dollars, five thousand dollars almost anybody could leave five thousand dollars in their state in some method, whether it’s, ira or by will it’s a it’s just outstanding for people of very modest means to do big things and be philanthropists and people also want to be savvy. They want to know that their money is is being maximized so let’s just say they they have some life insurance they’ve had around for a long time, and now they’re divorced from that spouse that they bought the life insurance for their children are grown. Their son is a doctor. Their daughter is a lawyer and they don’t need this life insurance policy anymore. What’s, anybody going to do with this five hundred thousand dollars on this guy’s life and he’s he’s, sixty five years old. So here’s this life insurance policy, he could give that two his charity? Yes, that or yes, he can actually transfer the ownership or just make them a beneficiary of it. Yeah. Ah. In plan giving me talk about the what you’re describing, the excess policy, like somebody may have taken out a policy to help children in case they had untimely death. Or to make sure the mortgage got paid or the you know, college educations got paid for if they had an untimely death. Now those things are all done. The mortgage is paid or substantially paid. Kids are educated. There is this policy like you describe that we took out first purpose. And now that purpose is fulfilled. Um, that is a great gift. A zay said could just be a beneficiary. Just just named the charity. All they need is your your name and your tax id number and you can put that in like a a two cent in sidebar on a newsletter include us in your own life insurance policy, here’s our tax id and legal name and that’s all they need. And if you want to write a little bit more, you could talk about sort of the scenarios of it. So because people want to do the right thing with this assets. So let me ask you if you had a life insurance policy and let’s say it’s it’s it’s paid up and it’s it’s five hundred thousand dollars. What else could you if you didn’t give it to charity? What could you do with it right now? Could you? You could cash it in, but then what would you pay tax on it? Or you could cash it in? I don’t know that you pay tax. No, i don’t think you pay income tax on it. If you if you surrender it now for its cash surrender value that’s an option, you could just keep it in name some other family member of beneficiary of the death benefit there’s, not there’s. Not really great options, esso. I think charity is. Should at least be a part of it. You know, you can you can still do eighty percent for family and twenty percent for charity. And that doesn’t have to be one charity could be for charities and each get five percent of that that remaining twenty. So you know that ah, and that’s the way to of overcoming the objection you might hear. Fund-raising right here, i’d like to help you, but i have other charities i want to help also, but one life insurance policy can help multiple charity’s one will khun do that if we’re talking about something bigger, like charitable trust, you know, those couldn’t help multiple charities, but keeping it simple. Will ira life insurance? Any of those three can help multiple charities. Just make sure that at the end, when you add it all up, the percentage is equal one hundred, and it might just be five percent for charity or ten. And in the rest for family. Always to be thinking, you know, when you hear oh, i’d like to help you. But there are others too. These airways that a person can help. Lots of charities now being the ah the ah! This not exactly host right now, but i’d recognize we have to wrap up like in thirty seconds or so if this is going to fit in the show like around nineteen between nineteen, nineteen, half in twenty minutes so you just took ten seconds of it, so let’s, just wrap it up here i’m clear meyerhoff with tony martignetti and we are the co host today for this very moment moment of non-profit radio tony martignetti non-profit radio, where you will find a fabulous solutions for your small non-profit big non-profit ideas for the other ninety five percent. This is texas ranger tony thanking clare, thank you very much for the for the switch on dh sharing some time with me and ah ah, as always for being creative director, creative producer of twenty martignetti non-profit radio and you’re listening to our coverage of the national conference on philanthropic planning in san antonio, texas. The conference, of course, hosted by the partnership on philanthropic planning that’s my interview with claire meyerhoff, very grateful to her for that right now we take a break and when we return it’s tony’s take two and then scott koegler is with us for events, technology stay here. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Hyre welcome back. Uh, sorry about that. And right now. It’s. Time for tony’s. Take two. On the august tenth show, maria simple talked about customer our constituent relationship management, cr m software packages and we weigh talked about an analysis that i thought is so good that i wanted to block about it and and pointed out it’s done by idealware and and ten the non-profit technology network its objective. And they compare twenty nine c r m systems and give a detailed analysis of ten of those, including common good sorry, common ground donor perfect and e tapestry. And what i love about this is that all the systems that they review cost four thousand dollars or less in the first year. So i just think it’s a really valuable resource. And i wanted to point out to you and you’ll find the link to that analysis on my blogged at tony martignetti dot com. And that is tony’s take two for friday, september fourteenth, the thirty ninth show of the year. Scott koegler is with me now. We’re talking about event technology. Scott, how are you? I’m doing great. Tony, how are you? I’m very well, thanks for joining me today way all know? Scott he’s, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com event technology. I’m not sure people think of using technology, tio support their events and some people are already doing it. But what what’s out there, that’s that’s helpful? Well, you know, there there’s a bunch of stuff. Probably the basic is, uh, facebook, you know, just setting up your your event as it has kind of something that you show on facebook and you can invite people there, but there are some very specific applications typically their cloud based, you know, they you don’t install them that’s early on your computer, you access them just like you would facebook and, uh, on then you set up your events there, you can invite people to it. You can sell tickets to it. You could track show photographs. You can all kinds of, uh, you know, just anything you’d like to do to promote and track your that. Okay. And so i assume this includes registration and ticketing things like that. Exactly. Exactly. Everything you typically do, kind of at the site. In fact, there are some applications. Portions of applications that the actual walk around during the that and can record interviews, take pictures, things like that. So it becomes full sweets of applications that you use free calls now? Yeah. Good night. Over. Right? And then even even follow-up, i presume, right? Some some will help you with follow-up notice messages. Well, certainly. Of course, the whole purpose of events usually is fund-raising or preliminary to fund-raising. And so you certainly want to know who came what they did. If you have some ability to record something about them in bio or maybe the kind of interests that they have, you want to be able to follow up with. So some of these things air are connected to social media systems or email kind of systems. So you may be able to send out updates in both of those ways. Or maybe all of them. Okay, while we’re teasing a little bit now, what’s, uh, let’s, get into some of these. What do you have first? Well, there were a couple and you mentioned one. That right? Which is a really, really popular with very powerful. Okay, yeah, i just you know, i only know it because, you know, occasionally i’ll get an event bright invitation to, like a cocktail party or networking or some like that. But it’s it’s more robust than that. Uh, it’s it’s. Very powerful. It allows you to set up your events. It has, as you mentioned just a minute ago. Ticketing function so you can actually sell your tickets through it right online if you if you want to have tickets. And now, if you have an event that is based on donations and we want to accept proof pre accept donations prior to the event that you could do that as well, okay? And this is what i’m sorry, but this is a free one. It is free. Yeah. Ok, go ahead. Please continue. I think that they i’m not sure, but i think that they actually take a piece of your tickets. That’s where they get some revenue. Okay, if you’re selling tickets, okay. Okay. On dh that’s ah, eventbrite is b r i t e dot com eventbrite dot com. Okay, anything more you want to tell us about event, right? Um, you know, it connects up with with a couple of social media sites. Certainly. You can connecting through facebook in those kind of things, and another one you mentioned also hub spot, which really isn’t kind of social media, it’s more of a kind of a management, you know who said what about what? So it’s, kind of after the fact for social media on that actually does cost money so that’s one that right probably want to get into later on hub spot is really marketing ah, marketing sweet, and it just has a an event bright module, they’re you know, they’re connected to event, right? That’s it hub spot dot com is one. What else? What else is in your current article on this? Well, yeah, there’s a couple of interesting ones. One is, of course, a jew. And i’m sure that many of the listeners know that sage as a non-profit management just, uh, kind of an all around piece of application that allows you to keep track of your daughters, your prospects, your events and pretty much accounting and anything else. So they have a module also that helps to manage events and, you know, it’s. Tough to say this, but pretty much all these do a variety of the same kinds of functions, so when you think about managing the that, you know, they’re all going to take registrations, they’re all gonna allow people that teo to register, get a map to where your that is make comments, those kind of things, of course, sages is an application, cos so they’re going to charge for for their application. I i don’t know exactly what their charges are, but they know they’re going to be they’re gonna charge. Okay, interesting, you’re the article on this that you have it and p tech news dot com mentions a small organization that’s just think they’re thirty to twenty, twenty and thirty year olds, and they’re talking about just fifteen people coming to their average event. But then you also mentioned an organization that runs a much bigger events, right? Right? The jazz foundation and neo-sage so, you know, if you have, the resource is and you have the clientele, the constituents that are doing kind of significant funding for you, it’s certainly pays teo be able to get into one of the more more robust and something that actually integrates in with your they’re counting on the other functions, such as sage. Okay, okay. There’s there’s, another one to please. But i will mention here and, um, that is an impact. A m p a c i know it’s an acronym. Hang on one second way. Could make some of your god. I will jam, jam, pack and association management now, i don’t know. I was thinking american pacific, maybe for for pacific island there’s or something, but whatever it is and and packed negotiation management, uh, package back. Oh, is it a m p a k or a m p f c c dot com. Okay, so we have just about two minutes before before i break. Tell us about impact. Okay. It’s. Similar in some ways, neo-sage and that it’s pretty much an all around kind of a system to manage your organization. But this comes in module so he can actually start relatively small, although still relatively small, is going to run about nine hundred dollars a month. So you are going to be fairly well bust, kind of an organization to use this. Okay, but it does have, as i said, different modules that you can piece together, and one of those is any that management system and those plug in to its accounting functions plugs into profiling systems for your donors, and also connects into, uh, social media. So i think the lesson here is that if you could get away with something like event, right, which was really, really great job. But it doesn’t particularly integrate with financial management rights of the size that you have a new immigrated financial management system than something like an impact. Or sage is really going to do a great job point, because it keeps everything in one place. Okay, we’re going to take a break. And when we when we return, we’ll see what else scott has for us. And also, just talk about some of the the simple, er management tools like, like google docks and drop box for your events. So stay with me and scotty. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Scott and i are talking about events technology. Scott there’s, another group that i wanted to just mention is meetup dot com depending on what type of event you’re planning, meet up could be helpful. Meetup it’s great it’s not particularly non-profit oriented, right? Although there, you know, there are plenty organizations in there that they’re kind of loosely organized and that’s kind of what it’s for is if you haven’t interest like i imagine their side, it belongs to a wine meet up uh, and there it’s anybody conjoined? Of course, you have some control over who you allowed to join, but it’s it’s typically location based. So look for people in the area with the same kind of interest they sign up and then you are you create what’s aptly called a meet up, which is, you know, a place in a time, okay? And you can add details to it has specifically invite people and you can track it to the comments on it. So it’s, very nice. I don’t know they’re actually his, eh? Ah financial component to it that allows you to collect these if you have a particular like if you’re going to a restaurant or something like that? The marriage make a reservation. You can make reservations. If you also want to collect fees. You khun sell a ticket or not? Sure. What’s called problem with something like a ticket. All right. Yeah. That’s a great one of this horrific. And now we know that you’re in teena file. I am. I am. What is your what’s? Your favorite wine? Do you have? It is possible to say you have a favorite, you know that there are also different. I had one this weekend that was particularly good. And it’s called vincent. Now you’d think that would be van gogh. But it’s actually not expensive motorcycle. Is this is this motor oil? Or is this wine we’re talking about is much better than the movie by a guy named mark ryan. Mark ryan winery and it’s called the vincent. Is it a red or white or blush it the red? Ok, sabelo okay. All right. Yeah. So it’s uh, particularly right, we might. We might have this into our conversations from month to month. I’m a i’m a drop a surprise question on you about wine or something. Ok, well, not that i know what i’m talking about? Me so it’s. Not like a test. You could say anything. I would. I am not a someone, marie, but i do enjoy, you know, kind of sitting next to them and say, all right, let’s, talk about dropbox because dropbox, simple file sharing this could be really helpful for events. People in different offices, or even maybe people working from home or even in the same office. File sharing. Sure, sure, absolutely. Drop box. I just give a brief about what that is essential. You install little application on your computer and you drag files into it, just as you would drag files into your own filing system on your computer and the system automatically copies that file up to a cloud based repository. And then you can invite people to share the file of files that you placed there. It’s especially good for large sounds like photographs and things like that, but it works just fine for documents and the other kind of things. But having said that, uh, there, too, to systems that have, uh i’ve been around for a while, but there recently kind of made a play against drop oxide. Is google google doc’s? Sure, which is probably even better suited for for meetings and events because you can also put your calendar up there and i’m sure the calendar you can share documents, spread, shoots those kind of things, and then when somebody opens those documents on their own computer, they actually used the google docks formatting functions, right? So the differences and i just wanna point out the differences and drop box you’re using standard file formats like dot doc and dot excel for excel spreadsheets and etcetera. You using whatever you’re accustomed to, but in google using their their document a system, right? And the advantage with google is that, you know, i may not have word french someone computer, right? So what do i do when i get the file? You know, struggling so with google docks, you know, you can you can upload, uh, i’ll say power point, i’ll go there google’s presentation files, right? And then you could actually view them in the google presenter. So, you know, it’s kind of a a full system where dropbox is really great at sharing any kind of file that you want to, but you may not. Be ableto use it once you download that file, and with google, you can import files that you’ve already created. I didn’t, i didn’t. I didn’t mean to lead people to think that you have to start fresh with their with their blank spreadsheet or something you can import, and it will convert it into therefore into the google format. Sure, and you have the option of either converting, and we’re not converting it, so you could e yeah, you could take a powerpoint files just up with powerpoint files, and it stays a power point, okay, i realise it or converted, so, you know, get some options there, and then you’ll find that it’s a docks docs dot google dot com, but you have to have google account to use these, don’t you? I don’t know if you have to have a google account to use to be a recipient, right to share have somebody invite you to share, right? I share documents with people that i didn’t know whether or not they have a right to be the creator of a document. You certainly have an account, right? And to invite other people, okay, we have just two. Minutes left. You said there’s. Another one. That’s making a play. Uh, yeah. Area the old player microsoft recently put up outwork dot com, which you’re familiar with. Outlook. The application outlook dot com is the online version of outlook that runs on your desktop. So there’s a whole bunch of things about that. We might talk about that next time. Because that’s kind of interesting it’s it’s, i’m gonna say it’s loosely based on hotmail but it’s much more like what you experience on your desktop. This also includes a file stating and file sharing as part of that whole suite. So, look, look for microsoft there. They may not have been, you know, major name, a new application development, but they seem to be coming strong. Okay, interesting. And outlook dot com is cloud based, right? It is crowd based, just like dropbox and google. Okay, yeah, why don’t we? Why don’t we a plan that for the next month? All right, that sounds good. What do you want to talk about there? Okay. And overviewing outlook. Dot com. Okay. Anything you want to leave us with around event technology in last minute? Uh, you know, the biggest thing is, you know, planning the event and use one of these applications to organize it because it’s one thing to just say they were gonna have a party, it’s something else to say it’s going to be here and we want you because of your special skills and tony, you’re assigned to bring wine. Ok, alright. My favorite wine is called is, uh, is a vineyard named list cerini okay, it’s been around for a long, long time. Very well known. Little little tart, slightly target, but it has subtle notes. All right, scott can go. Thank you very much. Thanks, tony. Take always a pleasure. Thank you. Next week? I don’t know, because i’m recording today’s show three weeks in advance, so but you know, it’ll be a good show. You know that that’s, why that’s, why you’re with us every week. You can keep this conversation going on linkedin. Post your follow-up questions, including wine for scott if you have them and the guests will answer in the linked in group i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals, and it is a ten minute monthly podcast devoted to fund-raising it’s on itunes. You also find it on the chronicle of philanthropy website. If you like this show, i hope you will check out fund-raising fundamentals continuing to wish you good luck the way performers do around the world more often than break a leg upper singers around the world. So this is an international one today use toi toi toi toward off a spell or a hex. And this imitates the spitting sound sound of spinning on somebody like last week’s three three remember from norway but the norwegians only spitting twice there. Very clean people. Look, look at them. They look clean, they look wholesome. Their country is spotless because they’re only spitting twice but are everywhere else. We’re spinning three times on dh. It used to be said that saliva actually had demon banishing powers so internationally on, especially for opera singers internationally spinning three times over somebody’s head or shoulder is a gesture toward off evil spirits. But spitting on them is assault in probably under most criminal codes, so don’t hit them. And as you’re doing this, i wish you toy toy toy for the week. Our creative producers, claire meyerhoff. Hard to believe we have one. But janice meyer. Janice taylor is helping me with all these international greetings from performance artists. Sam liebowitz is our line producer shows social media is regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. You should be here next friday. Went to two p m eastern at talking alternative dot com. Hyre hyre. I think that’s a good ending. You’re listening to the talking alternative network, waiting to get me anything. Nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio 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 needs better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Told you.

105: Grow Grassroots & Devine Devices – Tony Martgnetti Nonprofit Radio

Tony’s guests this week:

Michael O’Brien, founder and principal of Mob Advocacy

Scott Koegler, editor of Nonprofit Technology News

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

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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s august seventeenth. Oh, how i wish and i hope that you were with me last week i couldn’t stand knowing that you had missed last week’s show working with your small organization board what’s special about working with small shop boards, we talked about setting expectations, recruiting, training fund-raising and assessing your boards capabilities. My guests from fund-raising day twenty twelve were terry billy from the hudson river museum, wendy no adele from yonkers partners and education, and lisa rob, executive director of the new york state council on the arts. Also see the smart cr m system, constituent relationship management. You’ve got constituents, employees, donors, volunteers, clients and vendors. How do you manage your relationships with them? What’s the impact on your prospect management maria simple, the prospect finder and our regular prospect research contributor, had lots of ideas last week, as she always does this week grow grassroots. Michael o’brien, founder and principal of mob advocacy, knows how to bring people to your cause with grassroots advocacy. How do you activate people who are the grass tops and how do? You engage them, and where do you go to meet potential coalition partners, what’s, the value added for your work. All of that, with michael o’brien. Also divine devices, desktops, laptops, tablets, handhelds. Scott koegler has tips for picking the right device to fit your budget, work, style and personality. He’s, the editor of non-profit technology news in our regular monthly tech contributor. Between the guests on tony’s take to help me out and get a free book. My book. I’d appreciate your help with a three minute survey, and i’ll say more about that on tony’s, take two. Use the hashtag non-profit radio on twitter to join the conversation with us there. As always, we take a break, and then when we return, it’s grow grass roots with michael o’brien, stay with me. You didn’t think that shooting getting dink, dink, dink, dink, you’re listening to the talking alternative network waiting to get in. Dahna good joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller emotional freedom, and greg brayden will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio where else you’re going to hear those kinds of ideas? Nowhere. Michael o’brien is my guest. He is the founder and principal of mob advocacy, a multi state government relations firm that focuses on helping small businesses and non-profits manage legislative and regulatory processes, he has over ten years of experience managing state and local government relations and political programmes. Michael has launched many national grassroots advocacy campaigns that have impacted legislation and policy at both the state and federal levels. Michael brian, welcome to the show. Thank you. Good afternoon, it’s. A good afternoon to you. I’m glad you’re with us. Well, let’s, let’s define grassroots advocacy. So we know everybody’s starting in the same place. Sure. I define grassroots advocacy as engaging regular people that the typical constituent in order to impact public policy or public opinion. Okay, go ahead. Is there more, uh, just to say that it varies from what’s considered direct lobbying, which is ah lot more heavily regulated and requires, uh, registration process with either the state federal or local government. Right. Okay. But it goes it. Could be that, but we’re going. We’re going to talk about the doing it. The grassroots with the with the average joe, the average right and the average jane. Also, jane is welcome to participate as well. Um all right. How does this, uh, grassroots advocacy? How can it help? Small charities? I think there’s three ways that, uh, grassroot dad? Because he helped out small charities. One, uh, i think grassroots advocacy is often essential to organizational missions. Uh, it’s. Hard to think of. Ah, oven issue out there. That’s not impacted by local, state or federal legislation or regulatory process. Uh, so it’s important for your organization to be involved. Second, it’s. A great way to engage volunteers and donors. Small amount profits are asking people to give money. Um, you know, off all the time, you know, four, five times a year in order to be successful. That has to be part of the process. But it is important to provide some different different ways for volunteers to get involved in different ways for them to have an impact other than giving money. And this is a great way to be okay. And this actually i know. You have another way, but this actually could lead to someone becoming a donor so they might come to your cause and sign a petition or do things that we’re going to talk about and then become a donor down the road absolutely small, small, just like small donors become big donors, small advocates become big donors and, you know, those top advocate said that organization’s looking for ok and even you know, that could become small donors because then small donors have become big donors, has become big donor it’s all part of a spectrum? Absolutely. Then big donors could continue to become grassroots advocates, but they wouldn’t go back to being small donors way. Hope not. No, no, that wouldn’t happen. Okay, and then what’s the other. What else is this important? The third way. It’s. A great way to find new supporters. Er, you know, for for volunteers, donors even those on the on the, uh whose responsibilities include fund-raising it’s sometimes hard to ask somebody who’s brand new to an organization to get money but it’s easy to say. Hey, can you spare five minutes in and send an email to your to your legislator? Can you spare five minutes and signed this petition it’s an easy ask. And once you get those people involved in your organization, you know, they have some kind of interest because they they took that step and got involved. And so it’s a good way to increase your your your database and gives opportunities to call the-whiny-donor further, i love that easy, easy entry point and then also can help new entrance introduce your cause to their friends as well, who who may very well be sympathetic. Absolutely cool. Okay, um, and so you’ve seen this make make a real change. I mean, this really can impact policy and funding in things. I mean, absolutely, i don’t i can’t think of a of a major advocacy campaign that that i’ve been involved with that didn’t have grassroots as as a key part of that, uh, lawmakers, they listened the lobbyists all day long, and they know there’s a bent out there, but when it when it hits home, when their constituents are calling in or sending emails saying, hey, you know, take a look at this that’s that’s when it really hits home, when when it’s people voting for them. Back home have an interest in it. Lawmakers take, uh, take a much closer look at the issue. They do ok, i’ve always you know, i’ve always wondered because i fill out petitions sometimes or send emails and make phone calls, and i just wondered if it really is making a difference. Sometimes you don’t get the feedback from the organization, which i maybe we’ll talk about, but that’s a downside, but but i just always wonder, you know, but you’re saying, yes, people good. What makers do? Listen, yeah, okay, okay, we have just a little less than a minute before before first break. So why don’t we just, um but you just introduce us to the idea of the way social media has helped create these grassroots campaigns to make sure that could be a whole show it and i know what you’re going, you’re going to squeeze it into thirty seconds, and then we’re gonna come back and talk about it more after a break. Ok, the internet. It has completely changed grassroot dad, because just by making making it easier one for organizations to reach their advocates and spread their message, but, uh, you know, making it far easier and cheaper for those advocates to reach out to there to there legislature, especially those in washington. I mean, if you’re in california, used to be a long distance call, uh, you have to go through the switchboard, you know, with the internet, it it’s an email on your getting directly, oftentimes, to stafford, take, who takes care of that issue. Okay, that was well said on, we have live listener love going out to california, a one e looks like a wani california live listener love going out there. Right now, we take a break, and when we return, michael brian stays with us. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over in tow, no more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to know what’s, really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit for both entertainment and education listening. Tuesday nights nine to eleven it will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com we are back, and we’re talking about growing your grassroots with michael o’brien. I got some more live listener love. We got a couple of news out their new bern, north carolina knew palestine, indiana welcome and michael o’brien, i’m going to challenge you. If you’re going to use an example, you have to use one from a state where we have a live listener. So, so far, we’ve identified california, north carolina and indiana, and there are others, of course. So please confine your examples to those states. No problem. All right, that was one more time. California, indiana, north carolina. Alright, let’s, continue online. I’m sure there are sites that can help charities create a grassroots campaign. Yeah. There’s. A number of different sites. Uh, both free and, uh, pay sites that okay. That help you grow and manage your grassroots campaign. Uh, let’s. Let’s. Name sametz. Talk about some free ones. Sure. Justin. Detail some great, some good free ones. Uh, there’s a a new company. Fairly new company called pot woobox, which is a a great job with federal legislator. Popped like alternative father. Right? Pio pio. Gop video right now, if you go to pot. Woobox p ot vox there’ll be marijuana legalization advocacy pot box you can you can actually find information about marijuana legalization on pop fox is well, you can. All right. Also smoke a bone box. I’m sure okay, uh, pop fox. Yes, but it is a kind of a new grassroots tool. It measures public opinion. But how many letters going in for and against an issue it free for organizations and individuals, too, to sign up and to help kind of broadcast their message to other potential supporters. Uh, and just recently, the democratic caucus in the house and the senate announced that they’re giving the sentiment feet from pop box tto help, uh, help keep there, uh, caucus informed on public opinion on different issues. Okay. So just as an example of how, how much of an impact this makes you know when when lawmakers air using that direct public opinion data, you know, you know, every letter count, just like every vote counts in elections. Every letter counts in a grassroots campaign. What else you got? That’s free. Uh, bill track fifty and some light foundation and thomas help look at legislation that organizations might be interested. In okay. Agreement that was built. Track foundation and its satellite bill. Track fifty. Bill, check fifty. Pardon me, bill. Track fifty. Fifty dot com. Yes, the sunlight foundation. Some light foundation. Okay, again. And congress dot org’s, congress dot org’s. Oh, interesting. Are they affiliated with with our united states congress it’s affiliated with cq roll call? Actually, what is that? Congressional quarterly. Real congressional quarterly. What? You’re watching? We have jargon jail in tony martignetti non-profit radio, and i will throw you in there. Especially is somebody who’s. Ah, troublemaker. Sorry about that. That that’s, uh, that’s just the name that’s. How i’ve known that this is cq on then thomas dot lock, dot gov and those air great tools to research federal and state legislation. So you can have an idea of what issues you want to take? Uh, take action on. And then, um, i don’t know what of a good free state local advocacy piece, but i know there that there are some in development, so hopefully and they in the coming months, we might have a good one coming. Okay, i’ll tell you why our audience is small and midsize charity. So we’re going to stick with the free sites. And if people want to find the pay sites, i’m sure they can do that. We’re going to stick with talking about the free ones. So let’s, stay online for a little while. What? I mean, you could you could build your own cause site, right? I mean, it’s it’s virtually cost less to put up a website. Correct? Uh, okay. And what should you be doing on that website when you put up your yurt grassroots cause site of the top things you know, make sure your issue is defined in ways that the everyday voter or everyday legislature legislator can understand. Uh, people want to think that our elected officials know a lot about every issue. Uh, that’s just simply not true. They don’t have the time, uh, or the capacity to know everything about your issue. So keep the language simple. Umm, you know, make sure it’s in terms that that an everyday person can understand. Ok, i try to use my grandmother tests. You know, my grandmother can understand it that i’m doing the right thing. Okay? I’m going to stay away from that. I like grandmothers. I don’t have mine with me, but i’m just going to let that go. Listeners may be disappointed, but you can come up with your own retort to michael’s. Grandfather, grandmother, test on why it’s a grandmother test? Not a grandfather test. Okay, what else? What? We should be capturing emails. I’m sure. Right. What else should be doing on this site? Yes, a way for people to sign up for your information. Uh, and, you know, a simple email collection or ah, form where they can add in additional information so you can match them, uh, with their legislator, uh, is important depending on the size of your advocacy campaign. Uh, e mails could be fine. You know, you might want that additional form information. It doesn’t take that much longer for somebody that fill it out. I don’t think it’s a huge deterrent out there, okay. And, you know, third, uh, you know, provide opportunities for your supporters to spread the word. You know what? Twitter with linked in with facebook, you know, just having the send this to three of your friends, you know, using using social media and and that, uh, you know, social media to help grow your your grassroots campaign, those are the three essential pieces, okay? And i see i see that often when i’m asked to sign something on dh then i do it, then i get something back it’s usually from move on dot or ge i get something back saying thank you. Now, please share this and they have buttons to share it on twitter, sharing on facebook, et cetera. Right then, then, validation process and, uh, you know, i know a lot of fund-raising cos there now, you know, kind of using that validation process as well, you know? But, you know, the validation process really helps grow your grassroots process, the validation process being what? Thank you that i’m referring to the they having tony send is sending no doubt, teo friends saying, hey, you know, i support this i believe in this, you know, take a look at it. You know that validation is is key to growing your your your grassroot that base. Okay, okay. Now, if you so if you fertilize your grassroots on dh use lots of, i guess use lots of weed, b gon and adequate fertiliser. Then the grass is going to grow. And you can have these things called grass tops, what are grass tops, grass tops or the kind of the super advocates? So there there’s two categories that i put people in the people who are who are the most passionate, most vocal on your on your issue? Uh, they’re the people who answer every email respond are contacting their legislature legislator hyre uh, they’re important because they’re out there, they’re promoting and and you want to keep an eye on them because you don’t want them to over promoting, go overboard. You want him to stay on message. But, you know, the passion is there. They’re easy to motivate. Yes. The second is the grassroot supporter who’s who’s connected, who lives down the street from their state legislator. Uh, who’s. You know, brother, in law’s, the mayor, you know, those people who have who have personal connections to legislators and the’s air the grass tops the’s the grass tops these these are the grass tops. So you have your passionate, passionate, always their advocates. Then you have the people, uh, who have some real access that your general, uh, general constituents don’t have. Okay, when you marry those two and put them out there, you have a very powerful combination hyre that can hit people in ways that your traditional grassroots doesn’t always said you might not hit the right legislator every time with your grassroots database, but with your grass tops, you might be ableto sneak peek in somewhere where you didn’t necessarily have access reached before. All right? Michael o’brien is the founder and principal of mob advocacy, and we’re talking about growing your grassroots and you’ll find his block at mob hyphen advocacy dot black spot dot com were a little more live listener love going out foreign now tokyo, japan welcome pens burghdoff, germany welcome. You’re going to want to hang out because i’m gonna be speaking german later on. I promise you. I’m speaking german later on. Hang on their pens. Berg, seoul, korea, vienna, austria. Welcome, welcome. Welcome, michael. How do we engage these grass tops differently than we do the grassroots? Uh, well, first of all, they just like, just like your major donors, they do take a little extra cultivation. Um, you have to do that. Prospect research on your grassroots database? Yeah. People don’t always think about it. You know the process. To cultivate a grassroots said forget is exactly the same as the process to cultivate a funder and a major donor. You got to do the prospect research. You gotta do your homework. It’s you know, it’s it’s not always easy, you know, sometimes it starts by you catch an address or you’ll catch a name. And, you know, i wonder if this person knows and, you know, you connect some of the dots, uh, and it takes, you know, the government relations person of the grassroots person or even the executive director reaching out. Say, hey, you know, i saw that you have an interest on this issue. Can i talk to you about it? And, you know, you you start that discussion process and find out, you know, how interested are they? How connected are they? Um and then, you know, just like with the major donor, you know, you make that ask, hey, can you help us? You know, beyond just that five minute weather and oftentimes, if if, if they’re connected and already have an interest in your organization, you know that it’s still an easier asked that then asking for money? Oftentimes i’m going anyway. How about getting other groups involved with you to help you? Other charities? Perhaps? Sure. Coalition work, i think is is important. Individual charity’s only have so many, so many people on the database lists, they only have so many reach, whether you know, whether that numbers, whether geographic area, you know, whether that’s, you know, pinned down by the the, uh, the scope of the mission reaching out to other organizations who do similar work or, you know, maybe completely different work, uh, but still having an interest in the end outcome of of your issue, and i want to make the point that those coalition partners could even be corporate, right? Absolutely. I just think that something really interesting at a local station here where banks had allied with charities because they both had an interesting in preventing hydraulic fracturing that process of releasing gas from the from the crust in shale of the earth because the banks lose mortgage revenue when property values decline, and that happens around hydraulic fracking sites. So so companies had allied with charities. It certainly does. And, you know, even even when they when corporations don’t have a a personal stake, there’s a lot of a lot of corporate responsibility out there. Ah, latto corporations are getting involved in their communities and, you know, when you get those corporations involved, they can help fund from of that grassroots advocacy work and help you no help with the promotion. And, you know, grassroots advocacy is is a generally a low cost, um, product, but, you know, every every little bit is a resource drain on a small non-profit so corporate partners out there can can help with that funding on help, you know, help raise resource is help, you know, provide validation. You do all of those things? Yeah, all right, so just the fact that it doesn’t have to be another non-profit could be corporate, i imagine now, a little quickly because we only have a few minutes left their sights that could help you find coalition partners. Um, you know yes, yes, you know, pop box will will list organizations that are supporting, supporting or opposing, uh, legislation and certainly that’s. A key indicator. You find legislation that you’re interested in, you can look at supporters and the opposition. Okay, pick your side and you pick your team, so to speak. Uh, are there other sites? Uh, you know, not that i know. Okay, i think congress dot orden might, but i’m not. I’m not okay, but and then you could also use too traditional social media, right? Linked in facebook searches? Absolutely. The traditional social media. Uh, find out who is talking about your issue. Um, you know, it’s it’s much easier to research issue advocacy. Now that never given, given the amount people are talking about and the interest in it. Michael, what is it about this work that really moves you? And why do you why do you love this? You know, it, uh, i had always wanted to work, uh, with the non profit in the nonprofit sector. Uh, you know, i think part of it was growing up in a strong catholic family coming back. I always wanted to give back, um, but i also had a passion for advocacy and and politics and government and, you know, helping non-profits to make the impact is is really what drives me. You know, i’ve worked worked for and with several non-profit organizations, you know, doing health care, social justice, education on dh loved it every day. You know i often i feel you know, it’s been a long time since since i’ve actually worked. Uh, you know, i just love my work so much, you know, it’s like i don’t even have a real job. Alright, dahna co-branding grassroots can change the world. Grassroots can change the world. You know, it’s uh, you know, one person at a time. All right, michael brian, founder and principal of mob advocacy. You’ll find his blah but his blogged as you’ll find his, you’ll find him blah, bing at no that’s. Not true. Blogging at mob hyphen advocacy dot black spot dot com. Michael, thank you very much for being on. Thank you for having me. It was great great talking to you. I’m glad you got jordan. Thank you has been my pleasure. Now we take a break, and when we return, we got a little more live listener love going out and then tony’s take two and then scott koegler with divine devices. Stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Snusz you’re listening to the talking alternative network. Duitz durney lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. We’ve got more live listener love going out. Lutherville, timonium, maryland that’s a heck of a town you got there. Lutherville, timonium in maryland, rest in virginia and quebec city in the province of quebec, canada. Welcome, welcome, everyone. Time for tony’s take to my block this week. I’m asking for your help and to show my gratitude, i will give you a free copy of my book. I have a three minute survey on charity registration, which is the requirements in every state and district of columbia that charities register with the authorities in every state where they are soliciting donations. And i wrote a book on this. Oh, and i happen to have the title of the book right here. What is it? What a coincidence. My book is called charity registration state by state guidelines for compliance, and it sells for as much as two hundred ninety nine dollars, depending on the size of your charity. But if you take this short survey, you can claim a free download of the book. You’re your input. Is is that important to me and there’s? A link to the survey on my blogged the post is called helped me out and get my book for free. My blog’s is that tony martignetti dot com? Well, treyz is expected to be, and so if you take the survey, you’ll get get a free book that is tony’s take two for friday, august seventeenth, the thirty fifth show of two thousand twelve. We had a listener joined since the last live listener love, and so before i bring scott in, i want to say hello to serbia. Hello, serbia. Scott koegler how are you? I’m good tony, how you doing? Great, you’re not survey. Are you serbia? No, no, i don’t think so. No, we have taken a wrong turn. We travelling to south carolina today, so but i think when you’re in the carolina, you’re in south carolina. Scott koegler of course, our regular tech contributor and the editor of non-profit technology news, which you will find that end p tech news dot com and this month we’re talking about devices, scott there’s, tablets, there’s, laptops, desktops, handhelds how do we figure out what the heck is good for us? Yeah, kind of never ending, isn’t it? They used to be a pretty straight decision between desktops and laptops and that for real work. Those air still kind of the main options. But today, you know, you get, uh, tablets and bones everywhere from three and a half inches, ten point one inches on size, and pretty much they’ll do all the same thing. But also pretty much all that same thing is is usually less then, you know, real work. Another one generally don’t have keyboards and those kind of things so let’s kind of segment into those two categories. First foryou, portable before you, scott. Before you do that, i want to point out we know that you are the tech contributor because you don’t just say screen size up to ten inches. You say up to ten point one that extra tenth of an inch makes a difference. We gotta be precise. This is technology was the record demands precision. And scott is the man who delivers it. Okay, i’m sorry. That’s. Any inane interruption? Go ahead. That’s. Right. Um, so again, in the form of unity passes on the kind of work i need to do obviously gonna be sitting in the office. You can use either. And that that decision based you haven’t called back. Scott scott scott, stop for a minute. I’ll tell you what, you’re cutting out kind of badly. Give us a call back on the same number, but eight. One, eight, three, right. You know the number, but use eighty one, eighty three. Okay. And while scott is calling back, i’ve got some more live listener love. Hopefully he, uh he taps quickly on those on the phone. Who else you got? Pittsburgh. Oh, i mentioned pittsburgh, germany. Okay. Um, new york city, new york, new york. Excellent. Finally, somebody from new york. How come nobody from new jersey? Where is my mother? My mother and father are not listening to this show right now. Unless they’re in lutherville. Timonium, maryland. But i don’t think that’s them. I believe my mother and father are not listening. And ah, this week, is there my mom’s birthday and their anniversary? And i’m going out there, and they’re not listening to the show. You believe that? I mean, i may not go. I mean, go, go. We got scott back. Excellent. Scott, i don’t hear him. We have scott in the system. Scott oh, dial. Tone that never sounds good. Do i have to start and punishing my mother again? There he is. There he is. Okay, yeah, i’d rather talk to scott than admonish my mother. I’ll do that over the weekend. Okay, you’re going to break down our devices for us into two categories? I believe right. Let’s start with just desktop laptop as one category. And having said that, both of those generally well, i think, almost always have keyboards and keyboard is really key to the kind of things that people generally call work in an office or latto build it, you know, involves writing text using the keyboard for american trees and things like that and those air really much more suited to that kind of work than our tablets and cell phones and those kind of things. So the soft virtual keyboards that appear on tablets and phones were pretty well, but if you really need to get a lot done, you’re better off just having a keyboard on your hands. Uh, just, you know, more accurate. Better sure, sure. So it really depends on what you’re what you’re you’re functions are what you were like. What your goals. Are for the hardware, right? Exactly. Exactly. So let’s, just talk about the difference in key in, uh, laptops and desktops. One of the key difference of differences. There is the price. So the best tops are generally less expensive than laptops for a similar amount of power. Just because all the miniaturization that is required to make a laptop cost extra money. Okay, i was wondered why the bigger one is less generally. Yeah. Okay. Yeah, yeah, because, you know, they don’t care about the size. They’re just, you know, stuff all this stuff and then stick it on the floor. So, uh, so that’s kind of one way to do that. So if you got b b funds and you don’t need the larger screen that’s also available generally with a desktop, then you might want to opt for laptop because obviously it’s it’s portable, and you can take it with you. If you’re not always working at your desk, you can move it. Otherwise other places taken home, take it on a on an event or something like that. So there’s a difference there, of course. Sure. Um what what else? Well, what about software availability? Well, software is always a key and a lot of software, especially non-profit kind of things are going to run on generally windows windows operating systems, so that may even exclude using a mad uh, you need to really check your your software course. If you’re using a cloud based application, then you, khun pretty much use any kind of operating system doesn’t matter whether it’s windows or or mac or even it’s kind of lennox operating system very well. You make a very good point about what what platforms are supported by funk by applications that are important to you, there’s one that i using planned giving that does not support the apple os. So i have to have a programme called parallels on my apple computer to run windows just for that one program, but it is essential, right? Right, see that sometimes will dictate what you’ve done, and of course, once you’ve done that, not only have you spent more of your apple computer, but you spent more for the parallels, right? Exactly. So now you you know you really enough there, so you really need to decide what’s most important to you, and i kind of touched. On one of the reasons for getting a laptop and that is the portability, and so now we start to talk about, okay, what kind of jobs are you going to use that require portability? Uh, one that i think i said was that he’s going to an event on a laptop is good if you’re going to have a table inside you, but if you’re going to be wandering around the event and you want to interact with people, take pictures, maybe dio email sign ups for your newsletters, those kind of things, uh, a tablet is probably the perfect device for that kind of thing, a smartphone, probably a little bit less than perfect, although you can certainly do those things, but again, you get smaller keyboard, you know much a little bit more difficult to use quickly, okay? And there’s so many tablets out there. Besides, the ipad is the google nexus and the microsoft surface. Samsung has one, i think the galaxy i mean there’s so many tablets, yeah, there’s a huge variety, in fact, buy-in while apples still dominates with the ipad, i just survey that the android operating system, which is what’s used in pretty much every town would accept apple and been in windows tablet, so andrew, it is outselling apple on a poor unit basis, so it just kind of interesting. Yeah, yeah. So i know it doesn’t say if any better or worse generally means it’s less expensive devices, they’re less expensive. Okay, um, but at the same time, i’ve heard from a lot of people that it’s the application that counts, you know, if you can get to the internet and you can access the functions that you need, it really doesn’t matter so dahna look at your budget, see what it is that you need those the system that you’re looking at, support the function you need and within your budget, and then go ahead and buy it, you know, they pretty much all work okay and the features on not necessarily just sticking with tablets, but just across all of them. I was looking i was when i was researching our segment on dh i actually do research, i know it doesn’t sound like it, but actually do research for the show and prepare the show. I found something the iphone headphones, you know, the white headphones that you get, and they have a little tiny panel on them built into the built into the wire and there’s ten i found a site that there are an article had ten different things that you could do with that little with that little panel like you could if you tap the middle of it two times that’s to pick up a phone call, for instance, or, like, tap it once and that’ll put a put a phone call through tio to voicemail. When you’re getting if you’re getting a call while you’re listening in to skip a song, you do a triple tap or what? It’s incredible just on this tiny little skinny panel the features on that are available, right there’s? One more hidden one if you stand on your head and you stick it dunaj it’ll actually call your mother, okay? I don’t really appreciate sarcasm on this show. I play things pretty straight pretty close to the vest. Now. Watch, watch. You know, sarcasm is a very dangerous thing. Uh, but you know that point there’s there are many features on many systems, computers and even software, and the rule of thumb is eighty twenty just like, you know, all the eighty twenty rules where eighty percent of the people used twenty percent of the function, yeah, just like you have an iphone, right? I do have that i do, and you’d never do those things. No, i didn’t know that i could ignore it incoming call, buy long pressing the center button twice or so you know, i just i just usually hang up on it, but, you know, you could do that. Yes, i’ve noticed, okay, so what? We’re going to take a break. So when you were little chuckle mode here we’ll take a break, but i want to send more live listener love it’s, it’s pouring in san angelo, texas, san diego, california, rockville center, new york. Welcome, welcome, welcome. We’re talking to scott koegler, the regular regular tech contributor about divine devices were going to keep talking about that subject. Maybe not with scott koegler might hang up on him after this break. Talking dot com. Hi, this is nancy taito from speaks band radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. 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Welcome back, scott kapin did you hang up on us? I am still here. Okay, dear chagrin. Damn. Not yet. All right, now, all these features and all there’s a pact with the stuff that most people don’t use, you have to you have to wonder about what your employees are capable of learning. Well, exactly. And and how much do you want them to learn? How much extra time do you want to put in on finding out things that they may never use? Uh, there’s a big difference between buying a computer to operate your business and one for your personal life. I generally try to minimize the expense and the feature set of business computers because typically, you know, i’ve been unemployed. I need them to do three things. Four, maybe five, generally, not twenty. And if i say i’m buying something for myself on much more liberal in terms of the kinds of features and even the amount of money that i’m gonna want to spend interesting that’s an important distinction. Yeah, you don’t want to be thinking about you don’t want to be making that crossover. Yeah, this is this is for other people to be using to be efficient in your business exactly, and also in terms of employees abilities there, maybe training costs, but actually be hard costs not only in time, but but if, if the saw if the hardware is very different, i mean, you could end up having to pay somebody like the network it altogether, and then to train employees to operate the network and then as well as operate the devices exactly you want to make. It is standardized, as you can within the organization, so that one person could get up and walk in, walk to another computer and do the same job and not have to relearn. You know where the tabs on where the keyboard durney that’s one of the things that happens between pieces and max, although it’s it’s less it’s less of an issue anymore. But, you know, the key and the maki kind of get confusing sometimes for people that try to make that transition, even though the actual applications may run exactly the thing. Yeah, yeah, i see that because my my office computing, his apple and all my clients use windows and i do a lot of work in my client’s offices, right. So i have special challenges anyway. But talk about that’s different show. Okay, there are you have some ideas for sites where we can find reviews. I love reading user reviews. I love that that the web enables that. Well, there’s two things that i would recommend one is just a scene at dot com, which is not really user reviews, but they are there. I’m not going to say that professionally generated reviews, they’re actually automatically generated reviews, so they’re standardized. How they do that automatically is a whole other topic. Fascinating. I used i used that scene. That site, those air not well, there you are, right. I knew they weren’t user reviews, but there isn’t a live person writing these things. Generally, not somebody looks at, um uh, really? Uh, yeah, they are actually generated by automated system. Okay, they pull your pretty well, um, i’m not sure right now they do a good job, but the other is just, uh, just do a search online for a review of this type in review. And then in the name of the product that you’re looking for. And course, the good part about that is that you will get a just a huge list of possible reviews. The bad part is that, uh, most of them will be completely bogus and badly written. You never really know. Yeah, right now does, like amazon dot com. And you could you could go to amazon and read reviews, but not necessarily buy the product from amazon. Do that. Do you know if they do, you have to be legitimate user to review a product on amazon. Do you know you have to? You have to register on amazon, but you don’t actually have to have purchased the product. Okay, so that kind of, you know, in-kind negates some of the reliability hoexter tenses suggest that the credibility is not as high as it ought to be. Okay, right. Okay. But there are lots of consider. Well, there’s consumer reports. Yes. Yes. There are some, uh, some reliable reporting, you know, agencies, they used to be quite a quite a few more. In fact, i used to do computer and software reviews. Yeah, when i was doing, you know, muchmore freelance writing. Um, but, uh, those reviews have have gone away in favor of user reviews, you know? Personally, i don’t think they’re quite reliable is my own my own wonderful ladies? Yeah, well, i can tell you and there’s probably a reason you’re not in that business any longer. Exactly. Yeah. All right. But now, you know, consumer reports, i subscribe to them for a year. I think i think it’s thirty dollars for a year and you can access all their online. Not not to the written subscription, but for the online. I mean, i go to them when i’m going to spend, i don’t know, like more than a couple hundred dollars on something i go to consumer reports their objective. They don’t have advertising. They don’t take advertising dollars. Yeah, so all right. We have just another minute. A half or so before break before we wrap up. Scott, what else do you want? What else did i keep you from saying? I think really the most important issue is, you know, people always asked, you know, help me buy a computer and i pretty much always start out with what’s your budget. Because it’s pretty easy to start looking. And then, you know, feature creep sets in and know what’s another fifty dollars. Here, what’s another hundred years there, and all of a sudden, you know that six hundred dollars desktop computer that would actually do a wonderful job for you terms into a you know, fifteen hundred dollar laptop with, you know who knows what kinds of extra features agree. Okay, same thing is renovating. Same thing is renovating your bathroom. Your kitchen? Yes. Yes, exactly. Don’t you don’t need the stainless steel pulls on the kitchen drawers. When? When grass will do just fine. Right? Alright, tigress. Okay. Excellent. Scott. Good time today. Thank you very much. Thanks for being on. Scott koegler, the editor of non-profit technology news. Which you’ll find it n p tech news. Dot com. Thanks very much, scott. Figure. Thank you. More live listener love joining us boring oregon alcohol in california. I used to go to i want to alcohol in. Once i spent two weeks in alcohol and kelowna, british columbia, canada. That’s two two different provinces. Also, quebec represented outstanding. I want to thank scott koegler, of course, and also michael o’brien for being on the show today. Next week, campaign volunteers rich foss is the author of green light fund-raising we’ll talk about recruiting the best volunteers for your campaign, and jean takagi and emily chan are legal contributors returned with law wisdom from san francisco, have you checked out? Are linked in group odds are you have not because there’s over a thousand listeners and there are not a thousand members of the lincoln group so ajar you have not been there, but you ought to be. Also, i host a podcast for the chronicle of philanthropy. It is called fund-raising fundamentals it’s, a ten minute monthly podcast devoted only to fund-raising though i have a summer siri’s on grant seeking the latest is relationship building with foundation program officers and the first two in the siri’s were researching foundations and writing winning proposals like this show it’s always experts whose brains on picking for your benefit. It’s called fund-raising fundamentals it’s on the conical website chronicle of philanthropy and it’s also on itunes, continuing to wish you good luck the way performers do around the world because i feel like doing it. I don’t know it’s, just fun last week, you may recall, was from german, the german orthopedic surgeons house owned buy-in bro, because they wanted you to break. Your neck and your leg. Those the germans this week from australia, chuck us. I’m wishing you chalk us because in the early nineteen hundreds, chicken was a special meal and most shows paid performers fees based on how many people were in the audience. So a full house meant that the performers would be able to afford chicken after the show, and one former one performer would peek out of the curtain. And if it was a full house, they would tell the troupe, chalk us, which is the slang for chicken and now it’s used by australian entertainers before a show as a good wish for a successful turnout. So i’m wishing you focus. Our creative producer is claire meyerhoff. Janice taylor is our line producer and also my language instructor from germany and australia and others. The show’s social media is by regina walton of organic social media on the remote producer of tony martignetti non-profit radio is john federico of the new rules i very much hope you will be with me next week. That would be the twenty fourth of august friday two thousand twelve one two two p m eastern on talking alternative broadcasting which is always at talking alternative dot com. Hyre co-branding dick dick tooting. Getting ding, ding, ding, ding. You’re listening to the talking, alternate network waiting to get in. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Hyre this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting 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. Talking.

103: Your HR Audit & Your Social Media Audit – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Karen Bradunas, human resources consultant

Scott Koegler, editor of Nonprofit Technology News

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

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Hello and welcome to tony martignetti non-profit radio for friday, august third, two thousand twelve big non-profit ideas for the other ninety five percent i’m your aptly named host i sincerely hope that you were with me last week. It would hurt me deeply if i discovered that you had missed arts and culture building bust. Joanna moore uncle wits is an associate at the university of chicago’s cultural policy center and lead author of set in stone building america’s new generation of cultural facilities nineteen ninety four to two thousand eight we talked about that study of over seven hundred building projects throughout the country and its lessons. Things don’t always turn out the way boards think they will this week. Your hr audit karen bradunas is a human resources consultant. There may be things hiding in your hr closet that you need to bring out and dust off to avoid problems later on, we’ll talk about your benefits, plan, immigration, paperwork and what to do if you get audited by federal or state regulators and your social media audit. Scott koegler continues our discussion from that one hundredth show a few weeks ago on sites that help you. Assess how you’re doing in social media. Hoot suite market, me sweet, radiant six and some others. Scott is the editor of non-profit technology news and our regular tech contributor. Between the guests on tony’s, take two. If you’re going to give, you got to take time off. That was my advice from earlier this summer, but it applies now later in summer, so i’m going to remind you, if you’re taking care of others, you got to take care of yourself, too. There’s still time. Use hashtag non-profit radio to join this conversation on twitter right now, we’ll take a break and when we return, it’s your hr audit with karen bradunas, so stay with me. You didn’t think that tooting getting ding, ding, ding, ding, you’re listening to the talking alternate network, get in. Dahna 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 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 koegler 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 backs to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Buy-in you’re listening to the talking alternative network. Geever schnoll dahna hi there and welcome back. Twenty martignetti non-profit radio. Very happy to have karen bradunas with me, she’s, a human resources consultant working with organizations to develop or change the people aspect of their business. She has over twenty years experience in hr and best practice knowledge of how to attract, retain and motivate staff. She’s held officer positions at gulf insurance subsidiary of travelers and bankers trust, which is now deutschebank. Her philosophy is to bring that large company expertise and those best practices to smaller organizations, including non-profits. She maintains the senior professional in human resource is designation. So she has those fancy letters. S p h r after her name. Very pleased to welcome back to the show. Karen bradunas sorry, karen. Welcome. Hi, tony. How are you? All right. Well, good to have you back. Great to be here. There’s stuff. Looking in hr offices or maybe not even offices. If there isn’t an hr director but in hr closets. That’s. Ah, that could come out. Tio bite some people. Yeah, and and right now is a great time to look at that. The department of labor has announced that in new york that they have put a lot of money in hiring compliance officers to come and to look at businesses to see where they’re out of compliance into levy fines. So if you haven’t looked at what you’re doing now would be a great time to do that. Okay, that’s so that’s for new york are new york audience there’s, more investigators in the state department of labor, right? But irrespective of which state you’re in it’s a good time to do it. At some point, everyone is looking at saving money across the nation, and new york may be leading the way for other states to do this, and i suspect that they are it’s been published for probably a year now that there’s money being put into it. I haven’t had any clients go through the audit yet, but i have attended department of labor seminars that were given free tow organizations saying we’ll help you get in compliance. Let’s do it now, ok? And even aside from the state, whichever state you’re in there’s always a chance of some kind of federal audit, we’ll talk a little about, like e t o see, for instance, right equal employment opportunity council okay. But myself in jail. E o c is equal employment opportunity commission commission. Okay, i’m out of georgia. Thank you, but h r was right. Fourth, you’re treading. You have even said it yet. But hr it’s like accounting. Very, very jorgen, look, dragon e so mary-jo i have the keys for george in jail and it’s very much top of mind for me. So watch your step. But how come this stuff doesn’t get attention? That it should from from boards from executive directors, ceos buy-in up until now, i don’t know that it’s been looked at carefully, especially non-profits in corporate environments it’s taken very seriously. Let me give an example that that’s across this the nation and that’s my nines, i nine is a form that must be completed for employees. That tells that they have to prove two things. One is they’re eligible to work in this country. And they are who they say they are. And that has to be completed within thirty six hours of someone being hired. Okay, so this is if you’re hiring, if you have, as an employee, someone who’s, a resident of a different country, and they’re here anyone zoho anyone, anyone, anyone? If you hire a temp worker that works for a week, they need to fill out an i nine form so their u s resident doesn’t matter what you have to prove it. And that form i recommend be kept separately from the other paperwork in the hr file. And the reason for that is, if you have an i nine audit, you wanna have on ly on ly show the auditor by night. Okay? We’re going to talk about what to do if you’re actually audited what it sounds like your advice is just give them what they’re looking for and just what they’re looking for, a volunteer, a lot of extra stuff, but but how come this doesn’t get the attention that it deserves in you? Said maurine non-profits you found then on the end, on the corporate side, why do you think that if i don’t think up until now? Non-profits h r has really been looked at in general hr function for smaller non-profits is handled by finance, a county people who may or may not be mostly not trained in h r and h ours really viewed as a step child, i don’t know that all non-profits especially smaller ones have made the connection that your people really are assets and really do contribute to your bottom line. I mean, that’s been an ongoing challenge ideal with with non-profits the last time you were on, we talked about attract well attracting, hiring, training, retaining and then if necessary, letting go employees. But but putting aside letting them go, you know, retaining, training, motivating we talked about that a lot, but you still don’t see that charity’s air invested in their their principal asset, their people. I think right now all employers are worried about employee engagement and for non-profit that are scrambling to keep the funds they have that’s going to be the primary focus. Understandably, you’re going to try and meet payroll, so if you have funds that’s going to be a primary source, you’re not really going to invest in training while you’re just trying to meet payroll. So i think it’s where non-profit is in terms of financial stability? Yeah, yeah. Smaller shops, of course. Yeah, but you see, on the corporate side, bigger investment in people hr is not considered, like just strictly a cost center there. No. In i’ve i’ve shared this with with individuals. In some places hr is oftentimes feared because they have a heavy hand and i don’t necessarily agree with that approach. But in some organization, hr is really an audit function, and we’ve talked about this a lot hr walks, that fine line between, you know, looking to be in management side or employees side and it’s, really an audit function. Where is what’s the right thing to do here? Yeah, and but they are treading that line between, like employees, advocate and and hr officer or office for the for the charity. Right. Okay, we’re gonna take a break. We’re here to talk about your hr audit before we get into what to do in an audit. We’ll spend some time talking about some of the things that are auditable that are on that or on karen bradunas is radar, and right now we take a break. I hope you’ll 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 are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. 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The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune into the way above average tony martin. Any non-profit radio ideo, i’m jonah helper from next-gen charity. We’re talking about your hr audit with karen bradunas on dh, by the way, her website is km bradunas dot com and that’s b r a d u n a s let’s just spend another couple moments on the this i nine so you fill out this immigration form line nine for any every employee it’s not only employees on visa or some kind of other staff, correct, okay, and temp agencies, if you are working with a temp agency to supply intermittent staff, you really should be checking with them to make sure they’re doing it and they’re keeping him on file at their location also, okay? And you said within thirty six hours of enjoyment night and then you just keep that for yourself or you send it somewhere you keep it, okay, and you keep it separate from the rest of the hr file. Okay? And the reason for this is if you were to get audited recently for client, i had department of labor call me and say, we’re investigating someone who worked at your organization, and we want to make sure that they didn’t get paid too much unemployment so we’d like you to give. Us, the following pay records. They listed it out. I said we’d also like copies of their signature. Like from an application in i nine floor. But a w two debbie for form. Okay, i didn’t give him the i nine i get. I offered them. I said, you know, the lines or separate it’s easy to give anap location before and then any of these forms direct deposit. I’m simply because if there was anything wrong in the i nine, it could then open up an investigation. Okay, even though they were only there to look at employment, they could call the person who does the i nine audits and say, hey, by the way saw place saw problem with the nine nine why don’t you come over okay, if you if you think about nationally we’re looking to gain revenue to pay for nationalized healthcare and states are having difficulty financially and you think from that standpoint and end, you understand why you’d want to just give somebody what they’re asking for you okay? I think that’s sound advice for any, any kind of audit? Just exactly give them exactly what they were asking for. But don’t be volunteering extra. Okay, not-for-profits in general, i found when an auditor asked for something and i’m talking all the way to a cfo director level if they’re a little bit inexperienced in this in corporate we’re we’re trained to do this much, much more vigorously. But if in order to says i want to audit the file, why don’t you tell me what you’re looking for? So i can make it easier for you when you come? So i’ll have all this ready for you, right? They’re happy to hear that you’re thrilled. You’re not giving them the whole file. It makes a little bit more work for you up front, but it saves in potential fees, right? Ok, if there in case they do find something right. So you often see trouble with benefit plans. I do a benefit plans let’s talk first. What is a qualified plan versus unqualified plan? A non qualified plan can be discriminatory. And let me give an example of one they used to call them. Top hat plans your ceo may have a four fifty seven plan it’s called that’s a plan that’s just for them that the board approves and is written. By an attorney that gives them x amount of dollars that thie agency pays to help for their retirement. Ah, qualified plan an example. That’s unquote that’s. An unqualified plant nonqualified on what is it? What is it that we’re qualifying for? Qualified unquote? What? Qualifying for what qualifies for tax benefits. A qualified plan like a four. One k plan you as an employee can have pre-tax money’s taken out so it qualifies you and that you’re not paying tax on some of your salary. Ok? And it gets put aside for you an investment vehicle that you aren’t paying taxes on those earnings until you take them out upon retirement. Okay, now it also means it has to cover certain number of employees the plan, and it has to be non discriminatory in design, meaning the highly comped and that’s, a very finite definition by the irs. For instance, top five percent owners. Okay, a certain amount of income family members of those high, highly comped employees. Or considered how the comp the plan hasn’t. It cannot benefit those people. Mohr than on how they come. Okay, that’s. What i mean by nondiscriminatory? Okay, so if it does these things and then it’s a qualified plan, correct. Okay, and qualified plans are comin right, but just what are one of the simplest the most common? For one case, for one there’s a money purchase plans another one defined benefit plans, which you see less of now. And a defined benefit plan is the old pension plan where an organization would put money aside for you. Based on years of service, your compensation and your age and a defined benefit plan, the agency would bear the risk of the investments because they’re guaranteeing you certain amount of money. When you retire, you don’t see many of those anymore because one people don’t stay it firms that long and to their very costly for an employer to maintain. All right, now i know listeners are on the edge of their seats, waiting for me to call you jargon call you out on jug in jail for a money purchase plan, even though you said you don’t see them too much, you said it didn’t have to defend what’s money purchase plan is a plan in which an employer puts aside a certain percentage of your pay in in in in a plan that you choose the investments for, and it can be vested over time. Ok, ok, a four o three b plan, which a lot of people have work in charities like that’s a qualified plan, some are some aren’t i had a client who had a four three b that wasn’t qualified, but it wasn’t a risa plan and they’re two separate things and okay, that’s ok, we’re going to get to we’re going. So now the four o three b is like a t i a craft is very common for three b i think a lot of people have tia cref accounts, right? But they don’t know it’s a four o three b it’s just a federal tax code designation, right? Would be right for one k for three b are all definitions of plans in the tax code, so those numbers really do have meaning. If you go to the tax code, you can have definition of plan, okay? And for listeners who want to do that, please, then i’ll expect a page dissertation on eggs on the comparison, in contrast, between four o three b and four a one k and don’t just say it’s the numbers and the letter in the parentheses after the number that’s not sufficient for three beast couldn’t be used by corporate. It wasn’t until recently, i’d say last ten years of four one case could be used by non-profits previously, they weren’t used by non-profits i see let’s talk about some of the problems that you see in these plans are either qualified or unqualified because this is your hr audit. Okay, so in the qualified plans, which is let’s, start with those because those are the ones that are the most common serve the most people i don’t want you seeing, i’d recommend one. If you have any plans, follow the qualified rules because then you’re covered. If you take the most stringent rules and apply them across the board, you’re safe, okay? Because legislation changes and so if you’re always taking the most stringent rules your set so here’s here’s something plant summary plan descriptions, there’s two parts to plans one is a plan document, which is written in legalese, and then a summary plan description, which is written in layman’s terms. The plane document has to be made available. If anyone ask for you must give them a copy of it. You can charge them up. Tio, i think twenty five cents a page for, but you must give them a cop. Anyone being an employee? Correct for the plan? Dahna kayman plan documents called. Okay. That’s, illegal lease document. Make sure you have one. Make sure that it’s up to date and you’re following what’s in the document. The summary plan description must be in layman’s terms. But make sure it matches. What? The plan. Document iss. Oh, one plan. They should both say the same thing. One does it in legal terms, you know? Does it in lay terms? Right? And that somewhere that somebody planned description, spd should be given to participants every year. If you make a plan change, it’s a good idea. You have, for some changes between nineteen, one hundred twenty days to do it. Try to do it within three months. The ninety day. Do what? Send out new summary plan description to every employee or everyone who’s in that plan. Every employee, every employee, every employee that’s eligible. Uh oh, eligible. Yeah. So the, you know, because they may not. There may be eligible, but they didn’t. Take it quick. Doesn’t matter, it’s everybody was eligible. And then, of course, if you made that change, you’d have to change your plan. Document also. Yeah. You start with the plan, document change, and then you do changes something planned description. Okay. And so you really need an attorney to do the plan document. You need an attorney. You know, sometimes you when you negotiate a plan, you’re working with investments. Tia cref, fidelity. They often times have a compliance unit. Can guide you on what needs to get done. Ah, lot of times things need board rails, board resolution to amend the plan. And that’s all that’s needed to submit to the company. Who’s preparing the document. Okay, don’t try to do this on your own as an agency. Don’t get someone who really knows about plan documents and someone planned descriptions to do it. Because if something were to go wrong, that the documents are bringing two quarter those documents, you really want it done by professional. And how can something go wrong? How are how are how is compliance overseen? This is a federal agency now that would do it or state agency for a risk. I’m department of labor’s managing those or is it claims? But let’s, talk about this. I’m in let’s say, for one k plan and i get paid every two weeks. I have money taken out of my paycheck every two weeks. Right there. Can you use this as a four o three b example? Absolutely. That’s amore common plan in two or three, maybe four. Three beat every two weeks. I get paid every two weeks. I have money coming out of my paycheck. The company isn’t wiring it to the investments. Timely. They’re wiring and only once a month. That’s a violation because there might not be enough money to cover. No, maybe. Just maybe that it may be easy for them. They want to do one wire month. Just the employer. Is that supposed to be holding the money? Correct. If it’s taken out every two weeks. It’s supposed to be wired every company every two weeks. Okay? And i don’t understand this if i’m if i’m invested in stock funds in two weeks, a stock price, khun, very greatly. So i want to buy in regularly. So i get the advantage of dollar cost averaging. Okay, well we get a little technical, but the point is the money supposed to go it’s not supposed to be held by the charity office right by the non-profit supposed to when it’s received from the employees supposed to go to the plan administrated the company, the investment vehicle, tia cref you supposed be wiring that money to tia cref? Because that should be invested with the same frequency and timely as it’s taken from an employee. Gotcha. Okay. And, of course, just again to remind listeners that tia craft is the four o three b that we’re that we’re using is the example kruckel one how about one more thing that you see in benefits plans? And then we’ll talk about what to do if you’re audited. All right, let’s talk about health and welfare plans. You’ve got a medical plan, a dental plan on go, go, go back these air also heiress. A plan. Okay, we just have time for one. One thing that you see in the health and welfare plans. New red new rig. You must handup summary plan descriptions of these plans and also have a plan document on file. I’ve not seen that in corporate. Or not-for-profits previously okay, with any regularity and health and wealth? Well, this health and welfare plans like a medical plan. You like your medical plan? Okay. Okay. Let’s, talk a little about what to do if you are audited. Do you even do you get advance notice or can they say we’re coming tomorrow, which is not much advance notice. I have not seen anyone i know for osha. Audits say sometimes just drop in, but i’ve generally gotten advanced notice is okay. What’s the first thing you do, it may be a state agency or a federal agency, right? Yeah, i’m mostly seen state agencies. Department of labor was used as an example there. Pretty regular with this, i try to get exactly what they’re looking for. You want to define the scope of the audit, okay, you want to understand what they’re trying to get its not, you know, it’s not an adversarial role. You may need to clean up some things, but you’re scared as hell. Now you terrible things that not adversarial, but you’re terrified, right? But that doesn’t mean that one it’s not fixable. And two you’d rather get some guidance with someone who can give you advice, okay? I had recently in autumn, although that advice may come with a fine or penalty may but i think that if you’re showing due diligence, it’s it’s better for you. So you wanted to find the scope of the audit, meaning you may want to call the auditors let’s say that that send this formal looking letter and right and same composition exactly what you’re looking for so that we can have it ready for you. I believe. It’s someone’s looking at hr files, recently hit someone from the state on dh. This was for a specific program. They were doing an audit, they said, send us the fires i said, i don’t send files, h r protects employees information and i know many agencies listening may not have an hr person, but if i’m working for you, i don’t necessarily want everybody knowing all the things about me in my file. So if they say, send the file way, don’t send files, what you have to come on. Yeah, they will bring the files to you are where you come to us or what? I don’t bring the files, i have them coming and i actually have them do it in in my space, where i’m sitting with them, i don’t even leave them. They can’t xerox from there, you know, if they need copies, i want to talk about that and you want to talk about the protection of those copies, right? Okay. And another piece which we haven’t touched on a lot is if you have anything in an employee’s file about medical conditions, i’m out sick today. I’m going to have surgery on thursday. Get that out of the employee file that has to be in a separate folder for hip hop separated out. And you don’t want the auditor seeing that, okay, even something as simple as out. First day i separate everything be ah, a mental condition or something. Some deep serious illness. Just a sick day that i said bring along elsewhere. I separate them all out because it’s easier. If you say anything to do with health is separate. It makes it easier. Okay, uh, we have a little more time left. What? What else? What else do we do now? The auditors are on site. They’ve complied with you. They said send. But you refused there. On site, we have just a minute left. What with some advice for the day of the audience? Well, i i went through one recently and i said, you know, what do you see in the files? You like my out the way i’ve set them up? What can you recommend and make it very interactive? Because one, you’ll get information of what other people are doing. You get a sense of best practices if if you don’t know already so it doesn’t have to be adversarial, it really can be, you know, what do we need to do to make it better? All right. Optimistic, great, great closing note for for the terrifying audit. Karen bradunas is human resources consultant with over twenty years experience. You’ll find her sight at km bradunas dot com. Karen, thanks very much for being guest. Thank you. Pleasure. Right now we take a break when we returned to tony’s. Take two and then scott koegler on your social media audit. So stay with me. 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’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a m eastern standard time on talking alternative dot com professionals serving community oppcoll money, time, happiness, success, where’s, your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back time for tony’s take two at roughly thirty two minutes into the hour. My blogged from june one of the weeks in june was if you’re going to give to others, you’ve got to take time off, and i just think it’s so timely to remind you that if you haven’t taken your time off for the summer yet, you really should you’re in a non-profit that gives to others whatever that e-giving mission is, you are a giving person and to do that efficiently and also really probably more important, or at least equally as important as efficiently is to get as much joy out of your giving as you can. I believe you need to take time for yourself, and i had suggested that in june it’s now early august, please take time for yourself and do it without a cell phone and without email. Take care of yourself so that you can get the greatest pleasure out of taking care of others. And that is on my block at tony martignetti dot com that’s tony’s take two for friday, august third, two thousand twelve with me now is scott koegler he is we know who. He is he’s, the editor of non-profit technology news. Of course, he’s, our regular tech contributor, the longest running contributor on this show with me from nearly the very, very beginning, very close to the very beginning. How are you, scott? I’m good, but you know, doesn’t mean that i’m getting old teo it’s like, two years you’re your youngster? Yeah, i almost i almost said, your hamster. I know what it’s, not a hamster you’re doing about that. Well, you know, that’s, right? You’re not even a gofer. No way you’re our tech contributor. And a couple of weeks ago, on the one hundredth show, you just talk briefly about what we’re going toe flush out today, which is some analytics. So why don’t you remind people what? What we’re talking about, right? One of the questions i always had about social media is, you know, aside from doing it by yourself as a kind of a leisure time activity or in order to keep up with your friends as a corporate or an organizational function, is there any return on investment? Is there a reason to actually spend the time and money in doing this stuff for a long time i was pretty much negative on social media believing that, yeah, it’s a fun thing, and it might get get your name out there, but, you know, you really don’t want to spend much time. You don’t want to actually devote a person to do that kind of work and over the last, uh, well, i guess it’s really matured over the last year that more more recently, there have become many applications and systems that that are actually helping to prove that the maybe or not depending on your situation way, turn on investment for any efforts put into social media. So that’s a long way of saying, yeah, we may be actually able to find out how much, how much we’re spending if we’re spending the right amount and where we might actually spend more time and effort. Okay, so we can audit our social media investment and determine whether it’s paying off exactly. Okay, um, and you’re right, you meant a time and money buy-in small shops, there isn’t a lot of either one of those and so every hour that someone spends maintaining the twitter feed or the facebook page or getting videos up. On youtube or blogging, obviously is an hour that could have been spent doing something else. Andi need teo. So now we can sort of do a cost benefit and figure out what the return is and whether this time and money are well invested. One of them is is hoot suite right? Right. Who this week i had always thought that that was just i always thought that was just a desktop for, like, operating a bunch of social media platforms, but not so well, it is kind of emily talk about audits all of these applications, and we’ll talk about it. Give you some kind of ability to review the results that are that you’re getting from their efforts. Okay, but the same time, they also enable you to actually perform different tasks. So that it’s kind of ah, self fulfilling you. You do the stuff through these applications. And then you checked the results, and some of them actually allow you to determine what, what you should be doing rather than just do it and find out if it worked. Okay. Well, let’s, talk a little about hoot suite. What can you expect from that in terms? Of this determining your return on investment um, first of all, the one of the things that’s been on issue for organizations because remember, social media started that as an individual activity is, how do you how do you set up an account and then not do it all by yourself? On so with hoot suite, for instance, and with others, there’s the ability to create teams? So you have, you know, one or two or twenty people actually working on the same twitter, facebook, whatever accounts at the same time, so you don’t actually have to monitor the sight all the time and then interact with every every response. So that’s that’s probably the first thing that it allows its do. Okay, okay, um beyond that, in terms of finding out what you did, you can actually go to what they call their analytics platform and you can create reports so on these reports get pretty sophisticated, they can tell you, uh, who did what? How many responses did you get from which social media area, in other words, is twitter performing that in the facebook or google plus doing better for you? Or maybe four square if you’re in the business of being different places or if your location that wants people to visit you and the reports khun get very sophisticated looking one here, yeah, that allows you to pull in google analytics. And of course, google analytics is reporting function by itself. But you can combine all these pieces together and, uh, and find out how you doing? Okay, so what kind of, by the way, whose suite is h o t s u e dot com. Right. Ok, like, like who’d suit. But with with the at the end dot com. Eso what kinds of numbers can you see in determining these results at what you looking at there? Uh, let me get back to here. I just kind of went away from it. Oh, yeah. That’s. Terrible profile summary. For instance, who did what? What media are you connected to? In other words, i’m looking of mine here, and i’ve got, um i’ve got a twitter account. I got a facebook account. Uh, this one here, i do not have a four square or a google, plus the kinds of things you can add to it. Um, you can you can see how many? Retweets you’ve got in other words, on a daily basis, i got, you know, twelve, retweets or two thousand tweets, and that really is a kind of a quick indicator of the messages that i’m sending out popular. Are they getting traction to people like him and want to tell their friends that i said whatever said right? Because that’s that’s what a tweet is right? They found it so interesting they want people following them to see it, right and that’s really that’s a good indicator that if you get a lot of retweets, you’re doing a good job, okay? Reaching more people, what else is on that hood? Sweet report mentions by influencers, in other words, um, and we’ll talk about influence influencers here in a bit, okay, but essentially influences influencers are people that our red or recognized by other people, and they mentioned your name so it’s like, for instance, it’s like tony martignetti who is a tremendous influence. Scotty, are another hundred shows for you, okay? And then you’re cut off. All right, all right. Oh, that no, that makes sense. So and there’s there’s influencers in every area. So in non-profit. Obviously, that would be one, but in social media, you know, we’re talking about i don’t know who but other people that would mention you that have a great following and and so people pay attention to them on duitz sweet tells you who the influencers are in the in the keywords that you’re following is that that works, it tells you if they if they have mentioned you, right, what does it tells you who the influencers are, it will not say, hey, this is an influencer and you’ve got to go talk to him, but it does look at yes, if tony martignetti tweeted about scott koegler and tony martignetti is a is an influencer, then it was tony would show up on this list. Okay, okay won’t necessarily tell me that tony is an influencer and that i had to talk to him, okay, aside from having mentioned you, which i hope i do often, i’m not i’m probably on influencer. I’m chronically under connected so a nice guy, but i ain’t got no connections and the other at another trick here is key words so if you have a key word, you know what are your key words? What? Are they? What are they? And are they gaining traction? And this gives you a kind of a time or graphic about you know what? What came up and how but what i’m looking at here is justin bieber, which is probably not one that i would become my gosh, allright, let’s, throw that out. So what? How does it too fine key words? They’re the words that you use often or you have to add the two o you add you tell them what key words you want to be monitor you want who’s weak to monitor? Okay, okay, now that’s that’s just twitter so we can also look at the same things on facebook and google analytics. Maybe, you know, there are different things. For instance, in facebook there’s regions so you can say geographical, you know, before you doing is you need to keep track of by a particular area by language, by number of daily posts, very post sabat pre-tax tweets so, you know, did it catch on? It wasn’t like buy a bunch of people in this kind of thing, okay, so in facebook, the like, i guess is comparable to the retweet and twitter. And it’s a measure of somebody liking your content and whose sweet will measure that it’ll tell you what, what content was liked more often than than the rest? That’s exactly what that does is it allows you to not only know if you’re doing well, but in what areas are more popular. So if you’re if you’re tweeting a posting on a variety of topics, you can say, you know, topic a fifty percent more popular and gets recognized and retweeted and liked much more frequently than topic be well, you know, you want to talk more about top of games and stop being so that allows you to kind of hone your message and concentrate on what people like yes, i want to do excellent. You could figure out yes, right. You could test different different content, right? Yes. Okay, so now i see. All right. Now get to the true audit. You could do like a bee tests, you know, one versus the other. And then and then refine your test even further. Things like that. Excellent. Excellent about placing whose suite is free, but it’s it’s one of those freemium kind of things, you know, free. Versus premium. Yeah, and so you could get in and you can use it for no cost of all. But if you actually want to add additional folks to your group, you know other people making tweets or four actually monitoring the activity that you do need to upgrade to what they called the enterprise version and that that costs no. Okay, but if it’s one user, they can also get the analytics in the in the free version. Yes, they get some analysts can’t, for instance, skip um, google analytics incorporated in that without paying something. Okay, but everything we’ve talked about you and i’ve talked about that’s all included in the free that’s, right? If you just have one user, right? But the shot is this it’s uh, uh duitz sweet fifteen hundred dollars a month for the enterprise version. So, whoa, fifteen hundred per month per month? Yes, master that’s crazy. Oh, my gosh. All right, that’s. A significant yeah. Significant investment. Oh, my gosh. All right. Not probably outside the reach of most of our listeners, but the free version is great. Just one. If it’s just one user. Um, you know what? Good one more. Twenty wanted make before break uh, no, because next we’re gonna talk about a couple of yeah, okay, i was going to say we have to take a break in about a minute, little less tonight. So why don’t you just introduce us to one briefly and then we’ll come back since we talked about price let’s, let’s, do let’s just talk about price from second market me sweet market me sweet dot com is another freemium kind of application, and it has some other meat features will talk about and the third one is radiant. Six, which is, i would say, you know, the premier analytics and application for monitoring and affecting and discovering social media. Okay, and while it can get really expensive, you could get into it for six hundred dollars a month, which is a relative bargain. Okay, we got to take a break, and when we come back, we’ll talk more about market me sweet and a little bit about radiant. Six stay with me and scott. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. How’s your game. I 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. Welcome back, and i’m with scott koegler, our regular tech contributor and the editor of non-profit technology news, which you will find at n p tech news. Dot com let’s, talk a little about market me sweet scott what? What? What does that offer murcott me? Sweet is a little bit, uh, similar to hoot suite. We talked about price. I’m just going to kind of mention that and get it out of the way. Okay? It’s free. And they have actually one, two, three, four levels of pain participation. And it goes from nine dollars a month to ninety nine dollars and, uh, significantly less. Van theun who tweet. Okay, yeah, yeah. And it actually, it allows you to say all of those include team members and analytics, different numbers of social profile. So, really, for ten dollars a month, you can add team members on dh, actually for free. You can have two members on dad multiple profiles, which is pretty good, actually, i i’m a fan of marketing. Sweet. Yeah, well, okay, um, have you got something that is different about market lee sweet. Although it handles different networks like twitter, facebook linked, then there’s nothing. One. Thing you could do that that’s really helpful is to find out who you should be talking to and create leads from them. So francis, i could go into, um, into the lead section, and i could say, ok, and twitter, look for anybody who mentioned the word non-profits and it will scan my twitter feeds for the last day or so, and it will actually come back immediately with the with the tweets that mentioned non-profit okay, i cannot read those tweets looked for people and then add those to what i call the lead box and then i can make contact i can message them or direct message if i can add them to my to my twitter list. Uh, and i could do the same thing with facebook so beyond analytics and kind of you know what happened to what i did, it allows you to say, who should i talk to, which is really, really important. So when you’re scanning these these words that you query for its looking not only at your current followers but it’s o r people you’re following it’s looking at the whole twitter universe or what i’m looking for the whole twitter you okay? So right, so then it helps you find new people that you should be following. You might decide to follow, right? So right now, i just i have a search set up for him newsletter, so i just click that and right now i’ve got gosh, i don’t know, maybe fifty or so tweets that were done within the last day, right? Just past day, right? And i can say, you know, i could look at one and said, do you know african coaching support to help you reach your goals? Ok, so some of these are, you know, not really things that i would want to go, but i could say, for instance, this guy just, uh, i said, just sign up for newsletter my unsubscribes from days day, we lose newsletter how do i figure out howto howto re subscribe? So let’s just say i wanted to, i could click on that, i can add it to my to my leads, and i could tweet out to that person okay, okay. So it’s really effective in-kind of understanding we’re we’re in whom you should be talking with all right? Anything. I’m sorry, anything else that you like in market me sweet. Maybe some of the reports or anything. Yeah, there’s. Some reports in here, but what i really like is the ability to be proactive so there’s front you could be automatic follow backs you could do delayed posting. So not everybody’s online all the time. So you might want to people say, you know, post this message at three o’clock, right? Okay. And and market me sweet does have the analytics some analytics for doing your auditing in the free version. In the free version, you conception goals. You can sit up team reports. You know who did what and how effective were they and you can talk about you know how it has account doing overall. So, yes. Okay. You’re good analytics. Okay, we have just a little over a minute and a half left. You want to talk a little about radiant six, right r a d i n and the number six and radiant six takes what i talked about in market me sweet in terms of funny, who you should talk to and about what? And it kind of blows it out. And it’s, extremely powerful, actually. System monitors about one hundred thousand different blog’s social media and also just websites where comments you made. So not only are you looking at social media is also looking at comments that were posted on, say, you see not and protect that news yeah, and protect used dot com. You mean there you go. Thank. Okay. Scott’s own sight. Okay. That’s, why i’m here to help scott, i can i can do cementing for you too, if you need that later on this week. Okay. If tony commented on an article there on the keyword that i’m interested in showed up in tony’s comment, um, radiant six will find that and tell me about it. So you didn’t have to actually participate in facebook. You just participated in my website or a website? Yes, and i know about it. And then i can contact you very deep. Okay. Yeah. Okay. And just a couple seconds on radiant six. It costs right? Or that it has a free version. It’s. Six hundred dollars a month for the basic level goes up. I would say that if anyone really wants to dig in to who to contact what to say how to do it. And how did you do, you know, that’s that’s serious way have to leave it there? Scott koegler our regular tech contributor you’ll find non-profit technology news at n p tech news dot com scott, thanks very much. Thanks, tony, take care my thanks. Also, of course, to karen bradunas for being in the studio today next week, working with your small organization board from fund-raising day twenty twelve what’s special about working with small shop boards and maria simple, the prospect finder, the show’s regular prospect research contributor will be on with smart and no cost or low cost advice for your prospect research. I’m not sure exactly what she’s going to talk about, but doesn’t matter, because she’s always smart and she always has no cost. A low cost advice for your prospect research so what does it? What difference does it make? What the topic is? Be there next week? Listen to her, you know we’re all over social media. You’re going to smack your head sparkle a testa, you’re going to smack your head into tony martignetti non-profit radio with each click through your non-profit three year social media networks facebook i’m on four square you know we have a linked in group joined the linked in group comment. Tell me what you think of the show, i’m listening on linkedin, um, there’s, always, of course, my blogged, and you can always find us on itunes. Through non-profit radio dot net on twitter, follow me, use the show’s hashtag non-profit radio. Use that with impunity. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer and the owner of talking alternative broadcasting shows. Social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday. That would be august tenth. One, two two p, m eastern at talking alternative dot com. Dahna i didn’t think the shooting. Good ending. You’re listening to the talking alternative network, waiting to get you thinking. Good. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Schnoll

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

Tony’s guests this week:

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

Scott Koegler, editor of Nonprofit Technology News

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

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

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

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