102: Arts And Culture Building Bust? & Turn Supporters Into Honorees – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Joanna Woronkowicz, associate at University of Chicago’s Cultural Policy Center and lead author of “Set in Stone: Building America’s New Generation of Cultural Facilities, 1994-2008”

Preeti Davidson, director of development at The Legal Aid Society

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

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Cerini hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent is july twenty seventh. Welcome time, your aptly named host. I very much hope that you were with me last week. I hope to hell you were with me last week because it would hurt me deeply if i had learned that you missed trim tab marketing. James he eaten is president and creative director of tronvig group. The metaphor of a trim tab as one person who can move an entire society has professional and personal meaning for him, he explained how something small and seemingly insignificant could make a big difference in your marketing and how to figure out what that small thing is and no more crappy corporate relationships. Erica hamilton, chief program officer for i mentor, and vanessa mendenhall, vice president of the fellows program at new york, needs you described their holistic approach to your corporate relationships this week. Arts and culture building bust joanna veronica bitch is an associate at the university of chicago’s cultural policy center. She’s, lead author of a study of the major building boom of museums performing arts centers in theaters in the u s from nineteen ninety four to two thousand eight, they started with about five hundred organizations and seven hundred building projects, ranging from four million dollars to three hundred fifty five million dollars. We’ll talk about the lessons from that research and turn supporters into honorees. Pretty davidson, a speaker at fund-raising day two thousand twelve, shares her methods for identifying, asking, setting expectations for working amicably with and following up with your event honorees. She’s, director of development at the legal aid society between the guests on tony’s take two one hundred show winners and some stand up comedy videos that’s what’s on my block this week and we’ll have a short clip for you of the latter stand up comedy use hashtag non-profit radio to join the conversation with us on twitter right now, we take a break and when we return, i’ll be with joanna veronica vich and we’ll talk about the study of cultural building, bust or boom from university of chicago’s cultural policy center will stay with me co-branding think tooting, getting thinking things you’re listening to the talking alternate network, get anything? Dahna good. 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. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. You’re listening to the talking alternative network. Schnoll welcome back to big non-profit ideas for the other ninety five percent. I’m joined now by joanna veronica, bitch she’s, the lead author of set in stone building, america’s, new generation of cultural facilities nineteen, ninety four to two thousand eight she’s, an associate at the cultural policy center at the university of chicago. She studies trends in building cultural facilities and best practices for going forward. Joanna. Welcome to the show. Thanks for having me, tony it’s. A pleasure. What goes on over there at the cultural policy center at the university of chicago. Joanna, did we just lose joana? Sam joiner, are you there? You and i had this deep, insightful question about what goes on over there. My concern was that it might be ah, bunch of ivory tower academics thinking amongst themselves and nothing trickling down to the to the real world. But i i hope that she was going to dispel that she seems as she shy or we drop. We lost her she’s not shy, we lost her. Okay, well, the study that will will be talking about is one of building of museums, theaters and performing arts centers between nineteen, ninety four in two thousand eight. And we’re going to talk about what some of the aa markers of success are for those building projects and also what some of the red flags of potential problems are. As you might imagine, all these building projects don’t turn out quite the way always that boards of trustees imagine that they’re going to and the survey involved the research involved a lot of interviews with board members. Joanna, we have you back? Yes, i’m here. Ok. Ok. So we’re not sure what happened. I was just saying that, i hope. That the cultural policy center is not a place where a bunch of academics are talking to each other and nothing trickles down to the real world. That’s, that’s, that’s not that’s, not what’s happening there. Is it that’s? Certainly not what i want to make one of the major goals with the study in particular was to actually reach the field. So, you know, we had a long communications plan that went along with our research plan, and really the last six months have been devoted to figuring out how to reach the reach the field with our work. Okay, well, i’m sorry your spending time here because no one listens to this show, so this is squandering of your time. I’m sorry, but it’s too late. Now you’re committed. What? What does the cultural policy center do? Generally so generally, the cultural policy center is a joint initiative of both the hair school of public policy and nrc at the university of shots chicago, which nrc is one of the largest research institutions in this country over seventy years old, and started off with doing public opinion research and now the social science research. More generally, the cultural policy center than focused focuses specifically on research has as it has to do with thea arts and cultural sector, mainly non-profit organizations okay, and tell us what an o r c stands for so i can keep you out of jargon jail. Sure. So noor formally stands for the national opinion research center, which people know a little bit better of. Okay. All right, so these the research and the article that you are lead author of was set in stone. What was the method that you used to do the research on the’s cultural and performing arts? Well, these museums and theaters and performing arts centers? Well, this was really one of the the first systematic study of cultural building in the united states, and i think the word systematic because, you know, it was scientifically systematic, so we went through a variety of methods to make sure what we’re studying was representative of the non-profit our sector, yes, there was a number of steps that were involved. The first was really first getting a list of all construction projects of museums, theaters and performing arts centers that responded in the time period that we studied which again? Was nineteen, ninety four until two thousand eight way studied trends using that large list of of construction project. So that’s, where we came to conclusion such as there was more building going on in the south during that time period, there is also more performing arts center is being built, museums in cedars and some other conclusions that we came to. But but we also did with that list was we picked a representative sample of fifty six organisations in approximately six different cities across the united states that had a building project, and after we picked that sample, we interviewed a number of people with each organization that actually went through the building projects from beginning to end, to get details on the planning and building processes of these projects. And then, of course, we looked at those organizations, financial data as measures of outcomes for these projects. So you were you were given pretty pretty open access than to decision making and players involved in decision making. We definitely were, you know, our respondents were incredibly, they were way had a lot of really great participation, and i think one of the reasons being that we actually promised confidentiality to our respondents. So our respondents seems very much open to talking to us about how these processes actually took place. Okay, interesting. Now we have just about a minute before a break. Why do you think there’s there’s more building in the south than other parts of the country? Well, the main hypothesis and we’ve looked into this as well as because the south had less cultural facilities to begin, in a sense, they were playing catch up the other regions around the country. Ok? And you said this was the first study of its kind. There has never been a a scientific study of of outcomes in building, performing arts and arts and cultural centers. That’s, right? There have been smaller studies that have focused on the case studies, and then there have been other samples taken, but the’s samples usually are non representative. So we really tried teo stick to our methodology and making general conclusions that were representative of the entire our cultural sector. All right? And we’re gonna talk in more detail when we return after this break. Joanna veronica bitches with me and we’re talking about the study that she’s lead author of set in stone building. America’s, new generation of cultural facilities nineteen, ninety four to two thousand eight. 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. 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Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back. Before we dive back into this, i want to send out a little live listener love to ah, new brunswick, canada. Welcome and newport, north carolina. Welcome to both of you, there’s. Others, but that’s two so far. So, joanna, you had you did a lot of interviewing with people for representing the fifty six representative projects. Or was it all just sort of forensic and looking back? So we did a lot of interviewing. We interviewed approximately, i would say eighty people across those fifty six different organizations, so sometimes more than one person, it was mainly either the executive director or the board chair that way spoke to but way had to be sure that that person was around, right that’s, the beginning of the project and all the way through the end so we could get the entire story. We also wrote a series of case studies where we did probably about ten to fifteen interviews for each case, studies and those air available online as well with the report. And then we also did interviews with four hundred forty for organizations that did not have their own building projects, but we’re located in cities. Where there was a major building project and the purpose of those interviews were to see what the spillover effects of these types of projects are. Oh, so that’s what? You had over five hundred or you had five hundred interviews? Is that right? That’s? Right. Okay. Okay. Okay. So also then you had access to people in the communities? Not clearly, not only the charities that were involved. That’s exactly right? We really made a large attempt to speak to not only those people who were directly involved, but two people who we think might have been affected or might have had a different perspectives and those internal to the organization. And aren’t the community’s involved, or shouldn’t they be involved in assessing whether there’s a need for one of these ah, new facility of the type we’re talking about? Well, you know, that was exactly the question we were trying to get at, and we ask that question to not only the directors and board trustees that we spoke to involved in building processes, but way spoke to those organisations themselves, those external organizations to see if they have been contacted in, you know, in the planning stages. Of these building processes, i think a lot of the time there were sort of steps taken by the organization to make to reach out to the community, and that would include things like public forums and and other types of meetings and no feedback sessions and and then, you know, and there were actually attempt to speak to the arts community and seeing it, perhaps their collaboration, their partnerships available and pursuing these projects as well. And did you find that there was, ah, i don’t know how to describe just what i was there in your mind sufficient collaboration with the community partners at the feasibility study stage, so that was really one of the one of the conclusion we came to about best practices for going forward were based on what we saw in reaching out to the community, and we thought that those projects that actually did make a really attempt in getting feedback from the community and and listens to a point and were receptive to that feedback were projects that were much more successful and in those projects that either, you know, didn’t at all involved the community or didn’t didn’t really be receptive. Enough to the communities. Feedback. They had a harder time. They have a harder time after the project was open. Okay. And how did you define a successful project? It was one of probably the most difficult things that we did in the overall study was defined success. And so we ended up doing it a number of different ways. We had a lot of subjective measures of success that we actually had a sort of what we call it. Our expert review panel. Look at a lot of different data about each organization we studied, and then great success on its tail, kind of great, different dimensions of success on a scale. We also then looked at financial outcomes of these organizations and tried to get a good enough picture of after the project opened, what the finances looks like with the organization. So we gave ourselves a special that we studied organizations, that we could get financial data for at least five years out after the project opened. So those were those were definitely two ways that we categorize success with. All right. And so you talked about one of the markers of success being community involvement in the feasibility study stage. What’s, what’s what’s. Um, let’s. Talk about some others that would lead people to lead charities. Tohave ah, greater likelihood of a more of a positive outcome than not sure, you know way kind of identified four different dimensions that could lead to better, better projects down the line and one of those dimensions we call kind of the motivation for the project. And that includes really being able to decipher what’s an organizational need and what’s an organizational desire and and needs and desires, you know, already two very ambiguous terms to decipher between. But the way that we saw successful organizations decipher between the two that needed is clearly attached to demand assessment. So if you see demand increasing for your organization, then then it’s more likely that there’s a need for either better, more improved their larger facility. We also saw in terms of the motivation, those organizations that really clearly knew why the project is being built and how it related to their mission. We’re definitely much more successful down the line leadership with another dimension. So having a leader from right having the same leader start the project and then finish that project and making sure that before before the planning and building this place is definitely a vital to the project success and then way also looked at outcomes that was another dimension. And so we looked at sort of all of the ancillary revenue streams that organizations planned on having after the project opened, and we called that so we looked at essentially house flexible and nimble organizations could be in generating revenue, and then also in terms of outcomes we were those projects that were more successful also tended to really stick to the caps that they put on budgets in the planning and building processes. But most of the projects went way over budget, didn’t they? Over budget overtime? That’s right? Wasn’t eighty seven percent, eighty percent of project went over their initial budget, and and by large numbers to was it weren’t some of them to buy a factor of two? Yeah, but we did have some project over two hundred percent over their initial lodges budget s o and do we have any sense of we break that down and analyzed by that and look at what might have caused those projects that went way. Over budget to have to have been more likely to do so. Could you slice it that way? Definitely. We looked at that as well. And it was it was clearly so. One of the first reasons we call budgets really increase was that division of of the project in the beginning wasn’t as clear as it should have been. And so that’s what? We was sort of what you could call vision creased i mean, vision division kept on expanding, as i think, enthusiasm as an excitement kept on group growing with the project. But that was one reason. Okay, okay, you mentioned that something that would be likely to contribute to how you define a successful project was is that it is related to the mission. And that sounds a little bit like what you’re talking about now in mission creek. But but how does an organization start out with building a project, a concept that isn’t related to their mission? What does that look like? Well, a lot of the time, the reasons for these projects are our external to the organization. A lot of the time, you know, we saw organizations decided to build not because it was necessarily related to their mission, but because, you know certain members of the community or the board thought it would be a good idea for let’s, say economic development reasons or something like that. So it wasn’t directly attached to the organization. I think a lot of the time organizations and into trouble when that was the case, i see, ok on dh, you also talk about the the they’re being ah it’s more likely to be successful there’s increasing demand, which would sort of counter act the the ego factor, right? I mean, it wouldn’t every cultural organization like to have a brand new, spiffy building and, you know, it’s tens of thousands of square feet or something, but we have to overcome that ego and focus on some real numbers, right? I mean, you know, that’s, probably one of the most interesting elements of our facilities project is that they’re very much projects passion, a lot of the time and a lot of the time, those people who have the idea for the project, i mean, are really passionate about seeing it through because their patches passionate about their art form, passionate about their organization and which, you know, is is truly great. However, you know, the reason that we really went forward with this study was because in a way, way wanted teo see what rational elements we could pull out of this process and what rational elements we could bring to the table in for future projects. Because, you know, even though passion move the project, you really do have to think about the nuts and bolts of what’s actually going to be feasible. Down the line. Joanna veronica bitches with me she’s associate at the cultural policy center at the university of chicago and lead author of their study of building between nineteen, ninety four and two thousand eight among cultural institutions, what are some of the the markers of difficulty or sort of red flags? Well, way one of the other definitely one of the other elements in-kind sweet study was sort of what we called, how difficult the process ended up being. And, you know, they’re clear markers such as lawsuits and things like that, that i think anybody would agree that our elements of of difficulty, i mean, but really, it really had to do with, you know, a lot. Of the markers of difficult project had to do with all of the markers of success. So kind of if you think about the opposite so good earlier, right, that, you know, you needed leadership. The same leadership from the beginning into the end. Well, those projects that had a lot of turnover and executive leadership definitely had a tougher time down the line. Okay, so essentially the negatives of the success markers. That’s, right? Ok. Ok. I’m always interested in feasibility studies on dh because i think a lot of times that the organization that does the feasibility study has an interest in carrying on the work. So they want to have that they want to give a positive, um ah, positive projection to the charity so that they’ll be hired toe actually carry on the work. And i think that conflict exists a lot in campaign fund-raising feasibility studies. Do you think that exists here? Are there are there the same entities doing doing feasibility that also would carry the project through if if a project resulted? Yeah. You know, the feasibility studies are a good idea. And we saw our organizations do them. I mean, i almost every organizations we studied had a fund-raising feasibility study or community development feasibility study, but, you know, often often we the feasibility studies were useful for the organisation, but we also saw instances where if the feasibility study came back and didn’t give the results of the organization wanted, and sometimes we would be an organization, you get another feasibility study. Really? Oh, really, i did that with therapists therapist tells me something i don’t like. I just find a new therapist, but so organizations of doing that with their feasibility studies, some some are some are some are definitely not a general and general occurrence, but we did see a couple of instances. Okay? All right, well, that’s very disconcerting. Actually, we have just a couple of minutes left, and i’d like to just explore with you. Why? On a personal level? What? What motivates you about this research? Well, you know, funny now that you ask me this and it’s been part of my life for six or seven years now, and i wasn’t even it doesn’t even i can’t even remember how i got into it because it’s such a large part of my life now, honestly it comes from it. First comes from my love of the arts, and i’ve been in in the arts in some integral way, either working as an arts administrator, as an artist, as a a narc policy analyst sometime in my life, since i can remember that really does comes from my love for the art, and second to that i mean, because i do really value what the arts and culture contribute to society. I i do, and i’m very interested in sort of how to preserve the health of the sector as well, so that i would say probably what drives me to do all of this working honestly, it’s it’s incredibly interesting. I don’t know how you can not be interested in in all of the stories we got to hear this study and all of the great people that we met not an ivory tower academic at the university of chicago’s cultural policy center joanna veronica vich thank you very much. Thank you, it’s. Been a pleasure having you as a guest right now we take a break. And when we returned to tony’s, take two a little bit about last week’s show and a standup. Comedy clip. 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 band 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. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you re a world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy. Share my journey as we apply the science of achievement and the art of fulfillment. To create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com 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 zoho. Welcome back, some live listener love shoutout to nan you at new york and antelope california welcome, it’s time now for tony’s, take two at roughly thirty two minutes after the hour on my block this week, you’ll find a list of the winners from last week’s sorry from the one two weeks ago, the one hundredth show. Two weeks ago we gave away on our of free consulting and some books and t shirts, and those winners were listed on my block, but also there’s a couple of stand up comedy clips, too short ones from a gig that i did at the gotham comedy club back in january. And the reason that was on my mind is because i just did a gig last wednesday night at the gotham comedy club also, so i thought i would put a few clips on my blogged from the january gig, and i’m going to play one for you, right? Ah, yes, right now to get into law school. Or are there any lawyers clap? If you’re a lawyer and willing to do cool, you know, to get into law school, you have to take the law school admission test there’s. A part on this test. I could never get my mind around. Logical reasoning. There are eight red flags and six green flag. Each person can hold one or two flags there’s, an odd number of women and an even number of men seated around a rectangular table. Who ate the hut door for lunch? Okay, a little clip from last january this past january of gotham comedy club and there’s another clip on my block, which you’ll find at tony martignetti dot com, and that is tony’s take two for friday, july twenty seventh. Right now, i have a pre recorded interview from fund-raising day back in june, a couple of months ago with priti davidson about turning supporters into event honorees. Here’s that interview welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve in new york city were at the marriott marquis hotel in times square with me now is pretty davidson, and she is the director of development for the legal aid society of new york. Pretty welcome. Thank you for having me. It’s a pleasure. Thank you for taking time out on a very busy day. Your topic is converting supporters into event leaders. What type of leaders are you thinking about? We do one major fund-raising event every year. It’s, a corporate fundraiser for about a thousand people at the waldorf historia in every may on dh we have two honorees we do and one honoree from the legal community and one from the corporate community. The legal aid society is the oldest and largest not-for-profits public law firm in the country, and we have an extensive board made up of representatives from the top law firms in the country as well with headquarters in new york andare board is incredibly active, so generally we pick our legal honoree first, and it comes from our homegrown community of, um, from the legal community, okay, but i don’t see any reason to believe why this wouldn’t work for charities that have smaller galas and events resolutely your model, but what we’ve done this for? Well, well, well, we’ve done this event for thirty five years on dh i think in the last couple of years, what we’ve done differently is we’ve added a corporate honoree to try to expand our donor base from the legal community, broaden it to the corporate community and also you gonna fundez foundation fund-raising programming an individual donor program as well. Ok, now you’ve mentioned before we started that your model is different than traditional models, how is that? Back-up i think i think one thing that sets us apart is the deep roots that we have within the legal community there. Is no other charity that has the kind of commitment and the backing of the legal community that give us about close in nine million dollars a year, and so that those air relationships that some of them are over one hundred years old and those air very long term relationships that aren’t necessarily easily replicated owners who are over a hundred years the law firm’s air that, yes, the yes, some of our relationships with the firms are many, many years old, so we benefit from those long lasting relationships and are incredibly active board helps us pick our legal honoree on dh then we work closely with our with the legal honoree and with with the board again to to pick a corporate honoring, and we found that the model that works best is when the corporate honoree has some sort of a relationship to the legal honoree. Okay, so there’s a relationship there? Professional relationship, professional relationship. We’re able to leverage the relationship between the society and the honorees, thie honorees and their communities and their business communities in order to raise a cz much money is going on. Event leader, a gala leader, a leader of a gala of this sort could also be the chair doesn’t necessarily have to be the honoree. You include that the event chair in in your in your work, we do have a chair structure, we have chairs, vice chairs, we have a dinner committee and those air tied to giving levels, especially at the vice chair and dinner committee level dinner committee is anyone affiliated with a firmer corporation gives us ten thousand dollars in over or an individual and the vice chairs or twenty five thousand dollars, and over generally these air connected to our board, most of our board firms give it those leadership levels. Thie chairs are chosen in a number of ways. Thie honorees have an opportunity to pictures of their own on dh, then chairs are also appointed by the firms or the corporations that give it the highest levels. That would be the fifty hundred, one hundred fifty thousand dollar range on, and then we have honorary chairs, which our chairs in name only. Generally, they, they add, they bring a certain cachet to the events that usually very recognizable name, publicly recognizable name, but even around the honorary chairs is their expectations. About e-giving in a certain level, or or bringing a certain number of tables to the event? No, there is absolutely no expectation with the honorary chairs, their their their relationships that are held very closely, but by our honorees. And but i would say that in general honore teachers after the event will come back and make a gift to society in honor of the person. Okay, so what’s your advice about identifying the right people to be the the honorary arteries. So this is also where we’ve taken a little bit of a different approach, which i’m hoping will will will become more popular because it’s worked very well for us. We’re not looking for household names were not necessarily looking for people who everybody is going to be. Everybody would recognize if they looked at the invitation. We’re looking for people who are committed to raising money for us in the year that they’re being honored and we’re looking for people who may not have been necessarily honored in the past or sometimes over honored when lists air used over and over again, you go to the same well of people, you go to the same contacts. You don’t necessarily yield the best results, and i think they’re definitely unit new york is a really multifarious place, with many, many very successful people from different walks of life, and we’re thinking outside of the box when it comes to our corporate honorees and not necessarily looking for the name recognition, but looking for someone who’s really willing to roll up their sleeves and help us, the commitment is more important absolutely go absolutely and were very clear from the get go. What? What the expectations are what the commitment. Very next question. So how do you set the first? How do you determine what the expectations should be from honoree dahna region that that may vary from year to year? It does. So this is our our primary about this is this is the main event way did too. In the past and as many organizations have done, we scale backto one. And we put all of our resource is all of our staff time, all of our energy into this one event, and we have every reason because, yes, it is absolutely due to the reception recession excuse me? And it was probably about four years. Ago? Um, i’ve been at the legal aid society for three years, and i’ve i’ve helped oversee three dinners the first year was was very successful in my tenure because our new president, finn fog, became incredibly involved with this process, and i have to say that the fund-raising actually comes from our internal leadership. Our president are the chair of our board, our attorney in chief, members of our board are out there fund-raising forest constant that’s critical, and everybody doesn’t enjoy that they’d like to, but everybody doesn’t have that. This is one of the most active boards that i’ve ever professionally been involved with. So how about the the expectation setting for the honorees? So, it’s s o, i’m sorry to interrupt your sorry you’re setting the expectation at the point where you’re inviting to be an honor before they absolutely get it before they’ve except okay, so our model is is what is basically we’re looking for the trifecta the society raises a third, the corporate honoree raises the third in the legal on honoree raises a certain man, and this is this is not necessarily a strategy that that way set out with its one. That’s developed over the last three years, so in that first year we’re able to take this event used to raise just about a million dollars. In that first year, we’re able to raise two point, four million dollars with and that was the year that that set the tone for this model. So when we sit down with perspective, honorees and it’s generally not ah, host of leadership going to talk to that honoree it’s generally the person holding the closest relationship okay, the one on one conversation and were very clear about what the expectations aren’t it’s somewhere between eight hundred thousand and a million dollars and the and the expectations are in writing, the expectations were are not in writing during the point of where, when the commitment is being made afterwards, we do follow-up with very detailed timelines, and we cried a lot of administrative support. Another thing that’s been really crucial is that the honorees in the last three years have set aside some of their personal staff to help us so that we always have a lease on in their office and we’re working very, very closely and and quite seamlessly on this project. With them okay, okay are the expectations just about that money, but but not into sharing contacts and contact lists and vendor lists and things like the vendor? Listen, the contactless the business and personal contact lists are made available to us by the honorees. They’re sort of the expectations. It is definitely part of the expectation. It’s it’s the road map to how we raise that that kind of money, the other thing that we looked at very closely is where the common relationships, where the two honorees have a relationship in common, either with an individual, a firmer corporation or where the trifecta works really well is when all three of us have interest in the same entity, okay? And as you’re inviting people to be the honoree because they haven’t accepted yet, we’re still just setting the expectations. How do you explain that there’s benefit for them? A cz being honoree to be honored? I think the legal aid society is an incredibly prestigious and well known organization. We have a very, very prestigious board on dso. We’re talking about people who are asking other important business people to participate with them. An adventure that serves new york city there are over two million people living at or below the poverty line in new york city, and we address many incredibly crucial issues for them, and i think that our reputation is really well known. We have not had a problem so on then for smaller charities mean, what they might do is emphasize the value of their work, their niche that they serve in the community and help the honoree recognize that being allied with that level of with that type of work is valuable because we’re talking about someone who’s already committed to the organization and its work. So just thinking, you know, if someone doesn’t enjoy the reputation that legal aid society does it’s it’s really emphasizing your work and the of the alliance between the person or the corporate and or the corporation? Well, thunders generally want to help solve problems. So even for ah, smaller organization if if you’re able to make the case for for why your relevant why you’re crucial to whatever community or in larger small, i think of thunder is going to pay attention um, and and and i think funders are also interested in helping to raise the profile of worthy causes and using their name recognition in order to do that as well. Dafs 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 block 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. We look forward to serving you. How’s your game. I 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. Talking. Hyre right? So the next step let’s say the person has agreed they’ll be the honoree. What what happens now comes the sharing of the timeline and on dh support begins we we actually actually, prior to that joint during the courting phase, we prepare a packet of materials that includes the videos we do a video every year for for this dinner, some years it highlights clients and case studies some other years it highlights sort of our more are broader impact and some of the larger issues that may not that we may not be known for in the communities bond, so that that packet of information helps kind of situate the individual, especially the one from the corporate community, because they aren’t as familiar with our work is the legal community is on. Then, after they’ve made the commitment we set up, we usually do a breakfast to introduce them to our leadership are the chair of our board of our development committee, myself and my mind top person, the president and the attorney in chief. Way more to get to know you breakfast. I generally like to go and meet with their office on by people who are going to be on the ground face-to-face relationship that isn’t just by phone and e mail it’s absolutely crucial att some point and sometimes it’s it’s not always possible, but where possible i highly recommend it. I also think that you won’t have actually becoming what you worked very closely with them and friendly enjoy a close and friendly working relationship. And i think at the end of it, we all sort of breathe a sigh of relief because there definitely ups and downs and and and we’re kind of in it together in the trenches. And how soon before how early before a kn event do you begin the process? Thie well, so we just had our event on may tenth, and i think that night we started talking about next year s o we try to waste no time it’s not always possible. We try to get our honorees securities soon as possible, ideally before the end of the summer for, um, a event would would be great. We would do ah first round of letters that fall to their contactless. We also have the process when we when we when we obtain the contact list that we’ve to get it into our system and so there’s there’s um data entry involved there on preparing ourselves administratively to be able to handle the workload at some point in in either early december, before before the season hits or or if for whatever reason, were delayed in early january, we do a save the date, okay on dh, then we send way send directed solicitation letters to a number of people that we identify on the three list, the society’s list and the two honoree lists after that way do a lot of leg work, it’s a lot of getting in front of people and calling her contacts and keeping track of who’s calling who? So we’re not when, when their interests, when we’re interested in the same prospect that we’re not, we’re not double calling, right, right? Because between the three of you, that could be overlap, and it was a lot of other absolutely avoid that my office is responsible for making sure that coordinating all the efforts okay, onda about follow-up after the event with the chair with the sari with the with the honorees way, try to keep in in close contact with the honorees, to be perfectly honest, we could do better in this realm, and i think there’s a lot of non-profits that struggle with what to do after the dinner, clearly, with the honoree from our legal community, they will continue to sort of go back and be a part of that community. It’s it’s more of a challenge with a corporate honoree? They didn’t they didn’t come to us with with the relationship already established, and it is, i think, it’s naive to think that even though they did great work for us over the course of the year that we’re gonna have them as lifelong supporters, i think we’ve been very fortunate that we’ve had very generous honorees who continue to support the society after being honored, but we’re still we’re still trying to figure out how to continue to make that that connection beyond the event, we also has the best practice, you know, we will continue to communicate with people who came to the event and or made a gift to the event, but we don’t circulate. We don’t we don’t their lists don’t get absorbed into our database unless the person has has shown interest in being involved in some custody, and when you’re in the heat of the event, thes air may events so in early mayor mid may well, end of may will give me ten it’s really bad. All right, so so hyre mid april, too late april what’s what’s keeping you up, what’s what’s really the most one or two things that you’re most concerned about, right? Two to three weeks before you know, we we do, we do a lot of our fund-raising on the front end, it’s incredibly important, and i think part of the secret to our success, that and a best practice in fund-raising that we’ve been able to get, i’d say two thirds to three quarters were fund-raising done before the invitation goes out, so not stressing about about hitting the goal at that point, i think that they’re r i think the stress and legwork comes over the course of january, february and march, where we’re doing the bulk of the solicitation and fund-raising in order to get the names on the invite, and then we found that first year we raised, i think it was one point three million or one point, four million dollars. Before the invite went out in eight hundred thousand dollars, came in after that, i think people want to be a part of a success, and success breeds success and we could use the money. Ok, but so what is it now? I’m gonna ask you again, what a couple of weeks, two or three weeks before, what is it that’s keeping you awake? Details it’s, you know, seating a thousand people for dinner is not easy there constant changes getting those lists, getting guests lists to come. I mean, there there are people there last minute changes that happened an hour before the event and making sure that our ducks in a row but i have to say that i’m not stressing anymore. This is our third my third year of doing this with it, with a great team and with a great with great invent consultants, we use susan ulan associates, they’re fantastic and i’m not stressing actually go in the weeks before the event and this year actually enjoyed the event xero which was a first for me and all right, so why did you leave listeners with just one tip? If you have to say there’s one thing that they really should take away from converting the there there’s serious, they’re they’re hyre level donors and committed people, too. Two honoree, what would that be? Well, i think that we’re very fortunate that philanthropy is very much a part of american culture and it’s been ingrained in all of us at some point to be involved in our communities and give back i thinkit’s a deeply american construct, and i feel that, you know, converting a leadership into honorees is a process. It takes time and it’s a process that it’s again it’s, another level of relationship building that, you know, if we’re able to make the compelling arguments to an outside audience, that we know why our organization’s make a difference in this world, that message is very clear, and i think that there’s a lot of people were incredibly receptive to that. So while it might take a little bit of time if it’s done the right way, you’ll have lasting results. Thank you very much. Pretty davidson is director of development for the legal aid society of new york. Been a pleasure having you as a guest. Thankyou. Thankyou, tony. My pleasure, tony. Martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in new york city my thanks too pretty and also the organizer’s of fund-raising day and, of course, also to joanna veronica vich i hope you’ll be with me next week. I hope you’ll be listening next week. It’s audit week you’re hr owed it starts off karen bradunas human resource is consultant returns to the show 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 that’s not only for immigrants and what to do if you get audited by federal or state regulators and then your social media audit, scott koegler continues our discussion from the one hundredth show on sites that help you assess how you’re doing in social media sites like hoot suite market me sweet and radiant. Six scott’s the editor of non-profit technology news and our regular tech contributor. We’re all over social media you can’t make a click without sparkle a testa it’s a tony martignetti non-profit radio means you can’t make a quick without smacking your head into us, but today, just focus on linkedin linked in group is probably a couple of months old now. Next time you’re on linked in for podcast listeners, please join the group comment on the show or there’s also an active discussion going on now about about social media so it doesn’t have to it’s not limited to subjects on this show. Please join the linked in group and i want to start wishing you good luck and good fortune in the words of artists throughout the world and this week i’m starting with italian in boca lupo, which means in the mouth of the wolf, and you would say that to someone as just as they’re going on stage in italy. In boca lupo, 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. I very much hope you’ll be listening. Listening next week or the week will be on friday one to two p m eastern at talking alternative dot com in bocca al lupo i didn’t think that shooting. Good ending. You’re listening to the talking alternative network. Get in. 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 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. Dahna

085: Planned Gift Prospects By Phone, Tanya Says Farewell to PPP & Kony Complexities – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Mindy Aleman, executive director of the Center for Gift and Estate Planning at Kent State University

Tanya Howe Johnson, president and CEO of the Partnership for Philanthropic Planning

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

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

View Full Transcript
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Metoo hello and welcome to tony martignetti non-profit radio march thirty, two thousand twelve big non-profit ideas for the other ninety five percent i’m your aptly named host i sincerely hope you’re with me. Last week, it would hurt me deeply if you had missed to twitter chat hosts on twitter talk we had pamela grow of small non-profit chat and brendan kinney of fundchat both on twitter tell us how these one hundred forty character conversations i can help you non-profit and build your professional network and push it. Maria simple, our prospect research contributor and the prospect finder, explained how push technology much of it free khun support your fund-raising this week planned gift prospects by phone. Mindy allen of kent state university takes the role of professor to teach you how to identify planned e-giving prospects from your phone based fund-raising very unusual, but she’s been doing it for years with great success and that’s pre recorded at the national conference on philanthropic planning this year, tanya says farewell to p p pee that’s tanya how johnson she sat with me at that same conference last year, the partnership for philanthropic planning conference to say goodbye to that. Organization that she has lead for twenty years, she retires this next month. April and finally today, cockney complexities our legal contributors jean takagi and emily chan from the non-profit and exempt organizations law group look at legal issues around the viral kony twenty twelve video it’s gotten eighty six million views and we’re going to look at it from an angle that you have not yet seen. I hope you will stay with me right now. Oh, and i’ve forget about it. I’m all screwed up. I also have course tony’s take two this week on tony’s take to my blogged one fact about planned e-giving i’ll tell you what it is and why that fact should be reassuring to you use hashtag non-profit radio if you want to join the conversation through twitter, i’m very grateful that the show is supported by g grace corporate real estate services. Now is the time to say that we’re going to take a break, and when we return, i’ll have the pre recorded interview planned gift prospects by phone with mindy element from kent state university, so stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s a lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Hey, are 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 to tony martignetti non-profit radio coverage of the national conference on philanthropic planning. We’re on the river walk in san antonio, texas, and my guest right now is mindy element. She is executive director of the center for gift and a state planning at kent state university in kent, ohio. She is a c f ar e and an a p r i’m going to ask her what those mean very shortly. Mindy, welcome to the show. Thank you, tony. Nice to be here. A pleasure to have you see fr ee i know is certified fund-raising executive. But what is the a p r after your name designation? I’m also accredited in public relations by the national public relations society. Okay, how do you feel? You used your public relations credential in your gift planning work all the time. Thanks. Oh, yeah, absolutely. How is that? Tell me you’re building a story. You’re building a case for your institution. You’re crafting the proper message. And you’re thinking about the audience and that’s all about public relations as well as planned. Nothing. All right. Excellent. Thank you. Mindy, your your topic is harnessed. Phone center. Power to increase plant. Gif ts now, i don’t think that most of our audience and the audience is small and mid sized non-profits think of their phone center as a place to prospect planned e-giving donors. So why are you recommending that? Well, tony it’s really a gold mine? Four future plan gifts and for requests that are undocumented there, unbeknownst to the organisation and for many reasons may not be known until after the donorsearch passes away. Okay, and we can uncover these gif ts through our phone work. Absolutely. Okay, most of the time and we use students in our phone center. But any well trained, personable rapport building phone center caller could do that. Okay, well, that’s kind of a mouthful now, so it sounds like, do you? Ah, you do you stay away from or recommend against? I guess the hired tell of a telephone tell us solicitors for for annual fund. I don’t recommend against it. I think it takes a little bit different training. The reason student callers or callers who are involved in the organization’s mission are very efficient and effective is because they bring a sense of doing it now to their phone conversations and particularly with universities, a student is best at developing a nice report with an alumnus who may have gotten a degree in business, and the student is majoring in business and khun se gi, do you have any advice for me? I’m having a tough time with the international business ethics class, okay, so they can develop that report that profession schnoll consultant solicitor is not going is not going to do it’s it’s a unique relationship between the student and the donor on the other end of the line that if your phone centers very successful getting gifts, it’s, because they’re developing report, that same report is very successful and into girl in terms of identifying those who might also put your institution in there will all right? And we’re going to get to those to those details. Let’s set the stage at kent state now as executive director of the center for gift in a state planning you probably don’t oversee the annual fund telemarketing function, right? You’re you’re working with another office in this, okay, you have a good working relationship, i guess. Absolutely. And this truly is a nice example of a collaborative effort. And buy-in between the plan giving area and the annual fund program, how did you discover the potential in the annual fund telemarketing work for your gift planning work? Well, we had been very successful at our annual fund. We were raising a lot of money and the annual fund was breaking all kinds of records. So we knew at the time that we had a very great program in place. During the same time, we had a screening, and the screening had uncovered about twenty seven thousand prospects who had a high proclivity for making a plan gift to our organisation. This was a screening by an outside company, one of the one of well screening cos yes, and i could mention the company if you don’t, if you like your blackbaud and they did a wonderful job for strip. And the dilemma that we found ourselves in was well, how the heck are we going to get to talk to twenty seven thousand? Likely plan giving prospects? How many people are in the center for gift in the state planning at the university? Well, there’s, only a couple of us plus our administrative support. However, we have another fifteen to twenty full time gift officers representing different constituencies. However, they are mostly major gift officers. So we had what we call in this area. Lack of legs. Okay, twenty seven thousand people. What? What did you decide to do? Well, we thought maybe we could piggyback onto the successes of our phone center who were talking to thousands of alumni every week. And maybe we could take the best of those callers, give them a specific pool comprised of the ones with the highest blackbaud ratings in the plan giving area and ask them to discuss whether the the donor ever had any intention or thought of remembering their in their alma mater in their estate plan. Your colleague who oversees the annual fund wasn’t concerned that this would buddy the message and that the annual fund solicitation might get lost in there for the annual fund income suffer well, no, because we we decided up front that this pg ask, as we called it pgs, peachy ass, actually, what? It was really mostly a plan giving conversation, segway. But that would only occur number one if they were in the plan. Good e-giving phone calling. Pool number one and number two, if the person called, had made a gift or a pledge so it didn’t interfere it all. It came afterwards, okay? And had made a gift or a pledge in that in that call. That’s? Correct. Okay. And what do you call this program, ken state? We call it, request a request. All right, but you’re not really soliciting a bequest. You’re you’re asking if there’s ah, an interest in it is that is that right? Yes. But, you know that’s where there it’ll starts and it’s a nice segue way. If somebody has been donating for years and they’re in the right demographics for plan giving it’s very natural and easy for the student caller to say, you know, mr jones, you’ve been so wonderful all these years. And i certainly appreciate your gift tonight to the school of music. Have you ever considered including us in your state plan? All right. And what was the initial response to that? How many years have you been doing this request? A bequest. This has been going on since two thousand five. So it’s in its about six and a half years, i guess. Right? I guess we’ll clearly the answer is, the initial reaction was not negative, and i guess positive. So you continued for the for several years after it’s been wonderful, tony, it really has not only have we identified hundreds of people who would consider a bequest, but we’ve also uncovered many people with with requests or other plan gives already in there a state plan and the most the fat, most fabulous part of all of this is that many of these donors we’re not on our radar screen. Well, they were in the twenty seven thousand because but they were not on your plan to give prospect radar screens that right, right? And they were yes, they they were unbeknownst to us in terms of whether they would really do something or not. So it really pushed the meter in terms of identifying really good plan giving prospects. And as we all know in the world, the plan giving many current gifts can come from plan giving donors as well. So is the language that the students are using. Is that is that what you gave us earlier? Would you consider or have you ever considered share, including okay, and and there are. Other options as well, let’s, say there was somebody that said, well, i can only make a small gift this year. Tony too. The department of physics. I wish i could do more, but i could only give you a small gift. The collar then was empowered and trained to say, well, i hear your passion in your voice. Maybe you could just put us in your will. And you would be surprised and pleased. I would think, to find out that many people said, you know what? I’m going to go ahead and do them that’s really something you’ve uncovered something really very, very interesting. Thank you. Yeah. Great. Now, your program description says that this is an award winning program requested request. What? What award or awards? Everyone. This particular program has been the recipient of four different case awards. Three golds in terms of best overall program. Best plan giving can cases the council for advancement in support of education. Yes, yes. And it also meant a lot because we we received an award for collaboration. And it truly was a nice effort between our phone center manager, the annual fund director, my my department in a range of other folks, including the major gift officers, because for many of them, they ended up receiving nice leads. If somebody was assigned and indicated they might consider putting tens in their will, then the particular advancement officer was encouraged to go to follow-up so we’ve raised millions of dollars duitz and gifts and pledges through this program over the years, clearly a collaboration between three different three different areas of fund-raising so how did you select the callers who were who would receive the enhanced training? Teo teo participate in request of a quest i depended on the phone center coordinators in the end, the managers to provide me with their very best callers, those that had a great track record in securing gifts, those that had a really passion and joy for the institution and those who were just great on the phone, particularly for older adults who may not want to talk at certain times during the day, or who have hearing issues and so on. So just in terms of the person’s volume on the phone, absolutely right, okay, volume being able to enunciate properly, our collars went through all kinds of training, including gerontology. Expert who came in and talked about issues that older adults face and things like sundown ing, which means that we wanted some of these calls to go out earlier than six p m okay, so training by jared atallah gist yes, what other training did the these specialized colors get? They had a range of basic plan giving options so that they understood the difference between a simple will bequest and let’s say of retained income gift. Okay, but nothing so technical that they were inhibited or overwhelmed or felt like they didn’t want any part of this, and they knew to be able to refer those to me and oftentimes i was there during the calling, listening in, okay? No, they’re helping out of being around that’s a part of call center training is listening surreptitiously. Yeah, um, so they were just opening the conversation. And isn’t that what we trained? A lot of major gift officers to do? I i spoke with someone earlier talking about breaking down the silos mean, so this is just an extension of what what i think is that conversation breaking down the seller’s between plan giving in major e-giving you’re just including students from the annual fund call center. The important thing about having conversations with people and getting to the core issues is being able to elicit trust for yourself from that person and whether it’s, a student caller or a major gift officer, the person on the other end of the phone could be made to feel so comfortable that they want to talk more and believe it or not, if we’re not asking for will’s, we’re not doing our job because every other charities out there doing the same, and in all these years of calling and in the thousands of people who have been called and followed up on, we have never gotten one case of somebody saying, how dare you ask me that? That is so inappropriate? And most people were thrilled to know you know what? What a great idea! I ought to include my alma mater in my will. Never not one complaint, not one complaint. Okay, well, you’ve screened the people who would be part of this, the in terms of the the prospects, and also highly trained, the caller’s it’s all done very sensitively and appropriately to the right, poole and never a single complaint. Excellent. Um, follow-up is critical to any solicitation or conversation of this type would what’s the follow-up this is really, i think, the key factor of this program you can’t do or launch some kind of program without proper follow-up because nothing is worse than a student coming back to your office ing wow, somebody just told us they’re they’re leading fifty thousand dollars in their will for us, and then we don’t call them for a year. I mean, that’s, that’s critical. So the follow-up has to be done with as much enthusiasm and passion, and what i decided to do was work with our data base folks and code these different calls. If somebody was just considering including us in their will, they were coded as a cb, considering a bequest. They got a letter from their student caller thanking them for considering and telling them it was nice to speak with them, and it was actually signed by that student. They also got a letter from me thanking them for considering and if they requested, information included information and so on. So there was there were a number of follow-up procedures and protocol that we were very, very religious on, he should say in terms of following of the the way to what the person wanted to receive all the way to giving them a call maybe six months to a year later, saying, you know, you know, mrs jones, you had one time thought about including us in your will would it be helpful to you of somebody from our office took you to coffee to discuss or would you like some more information? Okay, so that is a part of the follow-up six months or a year later. Yes. Yeah. What’s your preference for follow-up to someone who has said in one of these calls, you know, i’ve already included you in my will, which certainly has happened. Do you then request documentation or request that they fill out a simple form? Or is their word sufficient for you to include them in your recognition society? Well, after we send out the balloons and all the party favors to their house, yeah, we’ve really simplified it over the years. We do not request a copy of their documentation. However we do ask that they give us something in writing to specify their instructions, and it could be in using our simple form that we that we offer that helps them, or it could be in the form of an email or a note saying, dear can state, i’d i’d like my funds to go to the kent state university museum, for instance, so with that latto we, we include them as a member of our legacy society, and they get all kinds of acknowledgment there after it’s also the beginning of another conversation where we can say, you know, depending on how much is it comes to fruition at you could create a permanent endowment, and we can we can help you with that as well. And what what are you thinking there in terms of permanent damage? What type of gift are you tryingto encourage them to? This is simply where, if there’s sufficient funds through there, a st gift right now, endowments on the ken campus or twenty five thousand? Ok, so in other words, if they’re going to leave us at a minimum of twenty five thousand, we would like them to know that they have an opportunity to have a permanent impact at the institution with there area of interest could go. On teo in perpetuity, the program is requested. Request it’s at kent state university, and i’ve been talking to mindy ah lemon, who is the executive director of the center for gift and estate planning at the university, talking about harnessing your phone center power to increase plant gifts. Many element, thank you very much for being a guest. Thank you, tony. Been a real pleasure. You’re listening to tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio, texas two thousand eleven. The attendant think dick tooting getting stinking thing. You’re listening to the talking, alternate network, get anything. E-giving you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. Welcome back now i have my interview from that same conference last year, last october with tanya how johnson and hears that. Welcome to tony martignetti non-profit radio coverage of the national conference on philanthropic planning, hosted by the partnership for philanthropic planning. We’re in san antonio, texas, and i’m very pleased to have with me the president and ceo of the partnership for philanthropic planning. Tanya. How johnson she’s going to be retiring in april of next year, two thousand twelve, after twenty years as president and ceo tanya welcome. Thank you. And thanks for having me, it’s. A pleasure to be here. A pleasure to be a sponsor and partner with the with the conference and with the partnership. No, this must be a pretty emotional time for you. It’s. The last conference. What would you say that of your presidency? Not certainly not of the of the organization of your presidency and chief executive officer ship. What are you feeling, it’s? A very bittersweet time. I have to admit, i’ve had twenty great years. I love this organization. I love all of the people that i’ve worked with, its bin a wonderful opportunity for me to give. Back to philanthropy and give back in some way to those people who have been important to me all my life from charitable organizations, so i’m very sad to leave. I’m excited about having one more career before i really retire, and i’m looking forward to exploring what those options are and hopefully staying in touch with everyone here. Of course, what do you have in mind for that next career? Well, what i’m telling everybody is that i’m going to write a tell all book that’ll scare them nobody’s gonna keep in touch with you then, but it’s too late. You already know it all all these years, i keep saying, i’m going to remember this, so no, actually, i haven’t made a definite decision yet. I’m exploring a number of options, okay? And leaving the window open and i hope by january i’ll have an announcement to make, okay? Okay, we’ll look forward to that, and i’m sure that will be on the website because people do want to get in touch with yes, absolutely so this is probably going to be on the partnerships website. Do you want to say a farewell something that is fitting for? Your imminent retirement well, i don’t know if i could say anything that was really fitting for my retirement, but i will be making some remarks later this afternoon here at the conference and will be video taping those, and so hopefully we’ll have a chance to get those out to members. It would be nice to be able to say a personal goodbye to everyone and and that’s, not really possible, but i hope through the magic of technology that we can do that, so i thank you for this opportunity as well. It’s been a pleasure on dh, thank you and congratulations. Thank you, tony martignetti non-profit radio coverage of the national conference on philanthropic planning. Right now, we take a break when we return. Tony’s, take two, one fact about planned e-giving and then after that, i’ll be joined by our legal contributors, jean takagi and emily chan, with kony complexities. Stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s, time for tony’s, take two at roughly thirty two minutes into the hour. My block this week is one fact about planned e-giving that fact is it’s a relationship business? People often get bogged down and i think even discouraged ged from starting a plan giving program because they think about technical concerns and needs for expertise, or sometimes people who already have programs get bogged down in administrative work. If you’re starting a program, you don’t need technical fancy advanced gift offerings to have a very solid and very respectable planned giving program, and that is, should be reassuring too small and midsize charities it’s just not necessary. You start with requests, which is a gift in someone’s will those air very simple for you to promote and for your prospects to understand, and you don’t need to go any further in a lot of cases. That’s, a very respectable program for small and midsize shop, just marketing and promoting charitable bequests and on my block this week in that post called one fact about planned e-giving there are links on how to get started because i did a series of articles for guide star they’re links to those articles explaining how you start a program just around charitable bequests. So the one fact about planned giving is that it’s a relationship business you don’t need fancy technical administrative stuff and it’s easy to get started just with requests, that is all at tony martignetti dot com and that’s tony’s take two for friday, march thirtieth, the thirteenth show of two thousand twelve now i have with me jean takagi and emily chan are you guys out there? Way are hi tony money. Hello, how are you joining me from san francisco and the non-profit and exempt organizations law group is jean takagi he’s, the principal of neo, and he edits the popular blogger at non-profit law block dot com on twitter he is at gi tak g ta ke emily chan is an attorney at the non-profit exempt organizations law group and principal contributor to the non-profit law blawg, and she is at emily chan on twitter. And emily chan just recently wanted a big, prestigious national fancy award. Won’t you tell us? Emily thanks, honey. M it is an award from the business law section non-profit organizations committee with the american bar association for us outstanding young lawyer i’m really honored and thankful to gene for making the nomination. All right. And that’s not just a san francisco or california award right attracted the national. Alright, congratulations. Thank you, jean takagi. If you don’t win an award within the next month, next time you supposed to be on the show, you’re you’re out! I think i’m already reporting family, so all right, so but that includes bowling trophies. If you can come home and come in with a bowling trophy between now and the next show, you’re still you’ll still be on. We’re going to talk about kony complexities, let’s see jean, why don’t you remind us what the cockney video is? Because there may be people who haven’t heard of it yet although eighty six million have, we may have listeners who are not among those eighty six million what’s the what’s, this cockney video and what is invisible children kony two thousand twelve, with a short thirty minutes video created by invisible children, was released earlier this month on as you said, tony, eighty six million views on you two, not including all of the views on coney or invisible children’s own. Website and other websites that have picked up the video. So it’s, a huge movement to promote invisible children’s mission to stop ugandan warm and war criminal, uh, who’s, draconian the kony two thousand twelve. It refers to joseph kony who’s brutal guerrilla warfare tactics with the lord’s resistance army or l r a in regions of central africa, particularly northern uganda. Uh includes the strategy of kidnapping children and using them soldiers for his efforts often, uh, using them to kill their own parents. So it’s, just a really, uh, atrocious were criminal out there that invisible children has targeted the video because it was so popular has caused sort of all about what caused a lot of conversation on both sides people in favor of and opposed teo the work of invisible children. And i think a good amount of envy that that that video got so widely distributed. Gene, there are some legal issues that that you and emily see what? Why don’t you get us started with this is thought about this us charity and its international work? Sure, i think that’s a good place to start first, there is the question about whether an american charity can get involved in international programming on having activities overseas. Well, there’s nothing in federal law that would prohibit a u s organisation five, twenty three public charity from engaging in international operations. But of course the organization would have to comply with the laws of that foreign jurisdiction. And in this case, invisible children has an affiliated organization. Invisible children ngo that was formed in central africa on is kind of a partner in their programming over there. So invisible children, public charity, the us public charity engages in grantmaking to the ugandan ngo that’s related on de emily that that foreign grantmaking that’s that could be a concern. Yes, absolutely similar to the same kind of concerns that we have domestically about the use of five to one say, three assets. This concerns certainly becomes more complicated and maybe more severe when we’re talking about money going abroad. Um and so the level of control and oversight on the due diligence that an organization is doing to make sure that money is used properly, something that any organization with foreign grantmaking should be aware of and take care of, okay, and and what are those? What are? The concerns i mean, what are the tests that we’re looking at for whether the grantmaking is is appropriate abroad? Well, they’re quite a handful of tests, so to start on a basic level, any of the five o one c three rules still applied to foreign operations, so concerns about inappropriate benefit to insiders to private individuals for being used for purposes outside of the exempt purpose of the organization, which again must still be consistent with our domestic five twenty three regulations, but also so so so so the so the irs is arm extends beyond just us borders. If you’re a u s five twenty three, your international work is governed by the same constraints as you’re us grantmaking yeah, parts of it work, and i will have, you know, two bodies essentially or more than it may be reporting to you because it is a us non-profit so it does have to comply with u s laws but speaks touch now, it’s getting involved in a foreign country now, you also have to look at the foreign country and figure out what rules would apply as well. So another concern with this grantmaking assad for individual teo donate teo a public charity while that money can be used abroad, it cannot be earmarked to go abroad. I can’t not be earmarked to go to a specific individual, and this is consistent with the same kind of rules you see domestically were again, it can’t be earmarked. Go to specific individuals to get that charitable deduction on. And it goes back to that level of control and discretion that domestic non-profit should have to make sure that it’s actually using the money and further and it’s exempt purposes, and following through with that money to make sure that it’s being used properly by the recipients do we know how much money, um, invisible children was devoting. Teo er non us grantmaking. Yeah, i believe gene has the statistic on hand. Sure. It’s it’s about two point three million dollars in their two thousand ten form nine. Ninety that was reported going towards there. Foreign ngo. Okay, i wanted teo just sort of ad tio empoli comments about not earmarking donations to foreign individuals, but that would also include foreign ngos. If you as a donor, earmark your donation to us charity and say it must go to a specific foreign ngo you will not get a deductible contribution, and the charity will not really be operating consistent with it. Uh, legal requirements toe exercise oversight over that if they’re just merely acting as a conduit. So those things for donors and cherries to be careful of. So in other words, gene, invisible children can’t say up front that it’s going to make grants to i don’t know, you know, some you ugandan grassroots organization, they can’t do that. They say that the donations that they receive are specifically going there. They say that one of the recipients is that ngo okay, okay, um was there i’m sorry i interrupted you. Was there another point you wanted to make about this international grantmaking sure, i just wanted to make sure that everyone was aware that they’re anti terrorism laws that also may apply on us what policy? So you’ve got to be careful of making sure that you’re not acting against us public policy in your porn grantmaking okay, now, that’s just in the grantmaking so that wouldn’t apply to the video that they had done, right, that it wouldn’t matter whether that position against joseph kony was against us policy, right? It actually could matter-ness just okay. All right, how’s that well, if you’re using a charitable funds for which organ donors got deductions for and for which you are not paying taxes can’t use those funds to promote, for example, racial discrimination because that’s against us public policy and that’s true, whether you do it domestically or abroad. Ok. All right, so so, eh? So if the u s had a policy of supporting joseph kony just hypothetically, then they then then invisible children would have trouble with the video that they just produced. Is that right? If they used if they use charitable funds for it that’s that’s, right. Okay. Okay. Just a hypothetical. I don’t know. It’s a law school, hypothetical man, i know you guys were rolling your eyes in san francisco, but i’m amusing myself. So actually something else. Do i wantedto arika with grantmaking that gene and i were discussing recently about the relationship that’s happening here with invisible children of domestic non-profit and grantmaking teo ngo. So, emily, you and jean sit around the office and talk about these things. Do let’s expect that’s? Incredible that’s. I love that. Okay. Well, i mean, that’s what that’s, what lawyers working for non-profits ought to be doing is just yeah, it’s good to hear good years, not just with me. You guys share share information offline. Outstanding. Okay? Whenever a story like this comes out, we do think there’s always lessons to be learned and takeaways, especially when it gets so much attention on. So one interesting fact that jean notice what grantmaking is to an ngo by the same name, invisible children abroad. So this is the organization that was set up essentially in another country. And we’re just thinking from the perspective of an organization that if there is let’s, say hi overlap between the individuals running the domestic non-profit and then the recipient ngo abroad, that maybe the level of discretion that you used on the due diligence on the information you put out let’s, say with your annual reports or your filings, or even on your website, you may want to pursue a higher level of that two again show that there is a step in between the two and it’s not just becoming a conduit, essentially, or collapsing into the same group of people and you discovered this we have just about a minute before break you discovered this or jean discovered it on the nine, ninety. Yeah, essentially that that’s. Right. So, on the nine, ninety, they report they’re grantmaking teo, invisible children, the ngo, but we don’t know very much about invisible children, the ngos. So wait three million went that way. How did they spend their money? And you know what type of due diligence is there that’s not really available to us or the irs, unless they decide to audit the organization. But you are saying that that invisible children has an office in uganda and not invisible children, the us public charity. They formed a ugandan ngo, central african ngo teo teo, okay, and it’s also called invisible children correct. I understand, okay, we’re gonna take a break. When we come back. We’ll keep talking about kony complexities, so stay with me in this crack legal award winning team. Talking alternative radio twenty four hours a day. 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. 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 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. Told you. Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio gene. Before the break, we were talking about the international of the ugandan ngo invisible children and the us invisible children. It sounds like your advice is is just really that there has to be separation between the two, similar to a charity that is in the us and maybe its foundation fund-raising arm. Also here in the u s is there a parallel there? Well, most most charities have their fund-raising arms within the legal entity of the charity itself. There are some organizations that separate out there fund-raising units like an endowment is a separate corporation for risk management purposes and asset protection. So the separation that you’re talking about for those reasons, is similar to what a u s charity and a foreign related nto would need to do with. Well, yeah. Okay. This is this is really some crack forensic work that you guys did finding this in the nine. Ninety. Very interesting. And then, of course, nine nineties all publicly available. Right? That emily, is there another topic you want to? You want to talk about with respect? To the invisible children that we also in looking at the nine, ninety found some interesting information about the progression or, i guess, evolution of the organization’s mission. And again, this is all coming from this publicly available annual information return on, we see that this is all from guidestar, which gives you about the three most current years. In two thousand eight, we see a pretty broad description of the organization’s mission in part three of the nine, ninety, which focuses on program i’m activities, which basically says it’s media based awareness and advocacy provoc grams in the us, we see that in two thousand nine that it now becomes more specific, stating that it’s about raising awareness and education in the us about atrocities, exploitation and abuse is invisible children throughout the world here, now we see a focus on invisible children, and then in the most recent filing available from two thousand ten, we actually see it become even more specific where it says that invisible children uses film, creativity and social action toe and the use of children, soldiers and joseph tony’s rebel war and restore l r et affected communities in central africa to peace and prosperity. So again, even more focused, yeah, so what’s the impact of these changes over three years, there’s quite there could be many impact from this. The first is that one question someone would have is whether this is consistent with their governing documents, because, again, this is an information return. So even if the mission has one thing, you really have to look to your articles of incorporation and those documents to see what actually what purpose you’re supposed to be furthering. So with those documents, the articles of incorporation and the mission statement within them have to have been updated and become more specific from year to year, the way the nine, ninety reports that did they absolutely should, for a couple of reasons, one is, you know, the articles of incorporation are not really accessible to the public. I mean, you’d have to request them. You’d have to be a certain person in the organization, possibly get that information. So for one, communication with donors is very important. Um, and you’re funders into the public, and you would want that to mirror your governing documents in any kind of public information. You have another issue more. Legal issue has to do with the use of your charitable assets that you received so there’s a concept called charitable trust doctrine, which essentially says that the assets you received azzan organization are locked into the mission that you have at the time that you get those so if, for example, in two thousand eight, it has very actually no let’s focus on the two thousand ten right, the most specific two thousand ten, the most specific year, right? And then let’s say in the next year they’re going toe they’re going change it again just in their own internal understanding of how they want their mission to be on, and they’re going to focus on the new region unless they’ve amended their governing documents, even if internally they believe now they’re focusing on a new area under their state shirt will trust doctor, and they were not probably cannot use those assets that are being received. After internally, they decided to make a change to this new focus. What saying another country it’s still going to be locked into this joseph kony rubble war, right? Because because that money was raised in two thousand ten, which was their charitable purpose at that at the time it was raised, right? Interesting god. And so this is just important for organizations to know we seen this, you know, in other cases where an organization has decided internally, it evolved it’s starting to change its focus, but it hasn’t changed its governing documents. And so all the assets that’s receiving are locked into that mission that is still stated in their governing documents. So this is very important for organizations tio check their governing documents also because they’re there for a reason that really helps guide the organization. And why don’t you just remind us, emily, what are those governing documents? Articles of incorporation general will be the most important and then there’s also your by-laws which could be more specific than your articles that this all would play into germany. What your mission, wass i’m and then also just looking at your information return. So the nine, ninety things that you put on your website that can go to misrepresentation with donors on other issues like that, if it’s not consistent and people are donating under a belief of where it’s going, that is actually something that the organization can do yes. Okay. All right. This was a really interesting forensic work. Really? Are you guys going tobe log about this? Yeah, i think so. You know, i’ve been thinking about this week’s show and having this discussion. I think a lot of interesting topics have come out from it that we absolutely would want teo make available to everyone. Okay, well, if you block it, then let us know, and we’ll put the link, of course, on the show’s facebook page. All right, wey have to leave it there. Emily chan and jian takagi, prince attorney and principal respectively, of neo. The non-profit and exempt organizations law group in san francisco. Thanks both for your time. Always a pleasure. Next week, campaign feasibility studies. If we can have fun with this topic, then there’s no stopping twenty martignetti non-profit radio eugenia cologne, a consultant in that area of campaign feasibility studies. Makes sense of what their value is and what the best practices are. And if you know something that rhymes with feasibility, please put that on the facebook page. I want to thank you. Mindy holloman, tanya how johnson and the folks at the partnership for philanthropic planning. For all their work and helping me to be a media sponsor for their conference last year and get those interviews to you that we played today and special thanks to gloria cur mean, at the partnership for those of you who are listening to the podcast, i’m speaking to both of you. Now i would love for you each of you, each of both of you to have to give a rating to the show, because right now on the itunes paige there’s so few ratings that that itunes won’t give a rating. So and actually, there are more than two of you that listen, i would beseech you to please go to itunes, are page in itunes and just click one through five stars. One means you hate it. Five means it’s great and we would love. I would be very grateful to have enough reviews that itunes feels comfortable giving us a of one through five star reading, and you can go directly to our itunes paige in itunes. Or you can go through non-profit radio dot net. The show is sponsored by g grace and company. Are you worried about the rising cost of rent for your organization, do you need a plan for real estate that you’re non-profit owns? George grace has been advising non-profits on their real estate decisions for over twenty five years. He offers listeners a complimentary thirty minute consultation. They are at g grace dot com or eight eight eight seven four seven two two three, seven. I hope you’ll be with us for the next live show on talking alternative, which is betsy cohen’s power of intuition. You don’t have to listen through the weekend, although you certainly can, because we’re streaming all time, but the next live show is monday at eleven betsey’s show. Power of intuition. Our creative producer was claire meyerhoff. Janice taylor is our line producer. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday one to two p m eastern at talking alternative broadcasting always found at talking alternative dot com dahna hyre i didn’t think that dude in there getting ding, ding, ding, ding. You’re listening to the talking alternate network. E-giving nothing. You could. Looking to meet mr and mrs wright but still haven’t found the one. I want to make your current relationship as filling as possible, then tuning on thursdays at one pm for love in the afternoon with morning alison as a professional matchmaker. I’ve seen it all with distinguished authors, industry coolers and experts on everything from wine to fashion. Join us as we discuss dating, relationships and more on talking alternative dot com. Hi, i’m julie, hi, i’m julia, what are you wearing? Welcome to j and j’s. Secrets of style and beauty. We know there’s, beauty and style, and all you do, whether it’s a job interview, first date or wedding, we also know that not everyone understands what works best for him or her. We’re here to help. Think of us as your personal beauty style and grooming guru’s, as industry experts will give you the best information for men and women on howto look phenomenal. Tune in tuesdays at eight pm tto. Learn how to look your best. 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 shock, a neo-sage tuesday nights nine to eleven easter for the ivory tower radio program 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 once ago, 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. 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. Talking. Hyre