362: Disaster Relief & Your Event Pipeline – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Gene Takagi, our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group.

Also, Pat Clemency, president and CEO of Make-A-Wish Metro New York and Western New York.

There’s more at tonymartignetti.com

327: Don’t Burn Out in 2017 & Personalized Video – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Paul Loeb, author of the books “Soul Of a Citizen” and “The Impossible Will Take a Little While.”

Also, Michael Hoffman, CEO of See3 Communications and Jono Smith, director of brand marketing and digital strategy, Make-A-Wish America.

There’s more at tonymartignetti.com

278: Communicate With Your Communicators and Your Event Pipeline – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Kivi Leroux Miller, founder of NonprofitMarketingGuide.com.

Also Pat Clemency, president and CEO of Make-A-Wish Metro New York and Western New York.

There’s more at tonymartignetti.com

098: Your More Effective Board & A Conversation With Paul Clolery – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Gayle Gifford, author of “How To Make Your Board Dramatically More Effective, Starting Today”

Paul Clolery, editor in chief of The Nonprofit Times

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. I very much hope that you were with me last week. It would cause me great vengeance and furious anger if i learned that you had missed e-giving in two thousand eleven, how could that have happened? How could you have missed giving in two thousand eleven? E-giving yusa and atlas of giving use very different methods to report charitable giving e-giving yusa is a survey that looks back the atlas is a forward looking prediction with e-giving yusa boardmember and the atlas of giving ceo we contrast, id the methods and heard what each had to say about last year’s e-giving numbers and video talk with scott scott koegler our tech contributor and the editor of non-profit technology news. He shared buzz on video sites, many that air free that help you make good looking videos to tell your stories this week, you’re more effective board. Gail gifford is the author of how to make your board dramatically more effective starting today. Starting today, she’ll help you make sure your charities mission is relevant. Your ceo is supported and your board is strong. Also, a conversation with paul clolery he’s, the editor in chief of the non-profit times. We talk about what he sees trending and what concerns him about the future. For charities. Between the guests. On tony’s, take two non-profit radios. One hundredth show it’s in two weeks on friday, july thirteenth. I’ll say little about that. Use the hashtag non-profit radio to join the conversation with us on twitter. Right now, i’ll take a break, and when we return, it’s your arm or effective board with author gail gifford, stay with me, co-branding think dick tooting getting ding, ding, ding ding, you’re listening to the talking alternate network e-giving. Nothing. Cubine hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. 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. Dahna you’re listening to the talking alternative network. Hello and welcome back. I’m glad you’re with me. Also with me is gail gifford she’s, the author of how to make your board dramatically more effective starting today. Published by emerson and church, she has, over thirty years experience working with non-profits she’s, a consultant, and has extensive experience working directly for non-profits as director of development and communications, a plan yusa director, development in marketing at save the bay and director of development at city year or i rhode island she’s on the board of several charities, including waterfire, providence and she joins us from providence, rhode island. Dale gifford, welcome to the show. Welcome, thank you, tony. I’m it’s such a pleasure to be here when they were for inviting me. I’m very glad you’re here, it’s my pleasure, you tweeted something very thoughtful, like an hour and a half or two hours ago that you were you can’t wait to be on the show, okay, that was very thoughtful, thanks. What’s ah, what is a good board? Upleaf a board that makes up organization that does great work in the world. That’s a good board. Okay, that where the non-profit does work, that really matters where the board is thoughtful and building an organization that’s worthy and trust worthy of support. And where the board members i really enjoy the work that they did that’s interesting. So the mission of the you believe the mission of the charity suggests whether it’s a good, effective, bored or not? I think the mission of the charity is central and fulfilling the mission of the charity is the highest aspiration of what? Makeup for a good and effective board. Okay, what good is a great board? Because i’ve got great people, it’s the organization isn’t really doing anything valuable, okay? And we’re gonna talk about some of those. Some of those important on dh hard questions to ask. Why do you see that? Boards are not so effective? Is they could be saying a little more than just they’re not doing what good boards do. See, you know, i think there are a lot of effective board or the shaft, right? So but think about what this board is that the bunch of volunteers teo being a boardmember isn’t theirjob working for that particular organization’s mission may not even be a particular expertise of theirs, and we asked them to do lots and lots of things, so we want them to be knowledgeable about that particular industry or cause that the organization is doing. We expect them to be knowledgeable about non-profit rules and regulations, we expect them to go out, be champions and advocates for the organization, we expect them to be good facilitators, we expect them to be deliberative people and strategic thinkers, and we want them to be fund-raising there’s a lot for a volunteer, the list goes on and on and on, right? So when you put that superhuman job description in front of people it’s not surprising that not every board is as effective as it could be boardmember czar are stewards, you make the point of the book, what they stewards ove yes, so that this concept of stewardship, which is taking care of things that you don’t know on behalf of someone else, is what boards are essentially so they are taking care of all those. Things that this organization wass kind of socially contract id to do, right. So it’s two to fulfill the mission to be trustworthy and responsible organization those things that the board needs to think about and that’s what they’re stewarding, and that promise really to the community that promise, exactly. And does that gets to where it was just it was on my lips. You heard the first one who who does this charity belong to write that the board is stewarding it for, right? So now we have with the social compact society says we allow these privileged organizations to exist that don’t pay taxes, that people can get a donation or, you know, in most case, who could get a donation, a tax deduction for donating to that gets used, volunteers, people, unpaid labor in their organization without violating labor laws, right, and then return we want something back, we want a better world for that, a better community, or better life, or some people or whatever that is so that’s where the promises right, the promises back to society and one of the first drops of aboard is, in fact, to figure out who exactly is it? That we’re holding this organization and trust for okay fremery organization is a little different that’s another one of the big questions and just we have a couple of minutes before a break. You really challenge boards and senior staff to ask some hard questions? Yes, as what are is what we’re doing really making a difference? Is it relevant? Is it relevant? Doesn’t that that’s important? What if they say not so much, then they need to figure out whether they still need to exist as an organization or if they may be, should be doing better work and again, just a minute or so before break. How do you how do you assess whether your mission is relevant and we’re going to be a more time after the break? Of course, afraid to go over? How do you figure that out? Let teo really be smart and thoughtful about doing your homework on what is it that the community needs? You know what is happening out there, and the others have conversations with people and ultimately the community’s going to tell you if your still relevant, because if you’re not there not going to give to you, you’re not going to get support, so you need to be getting information from outside. This is matt, get outside, i think you make the point that book get outside the conference room, right? This is not an internal discussion, all right, are we relevant? Yeah, figure out who you need to talk to in your community, who you’re serving, talk to them, talk to the people who would be interested in the work you’re doing. Look at the data. I mean, all of those things are things that need to happen in the organization, and in some way, the board needs to facilitate that. Make sure that that’s happening. We’re going to take a break, and we’re going to get into some more detail about assessing the community’s needs and getting out and talking to the right people with gail gifford. And i hope i’ll be with you after this break. Talking alternative radio twenty four hours a day. How’s your game. Want to improve your performance, focus and motivation than you need a spire athletic consulting stop second guessing yourself? Move your game to the next level. Bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality. In fact, its ideology over intellect no more it’s time for action. Join me, larry. Shock a neo-sage. Tuesday nights nine to eleven easter for isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about so gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio. Dot com. Every tower is a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment. To create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune into the way above average tony martin. Any non-profit radio ideo, i’m jonah helper from next-gen charity. And i’m tony martignetti from tony martin and non-profit radio and gail gifford is author of the book how to make your board dramatically more effective starting today. Gail, what are we, um, what are we going to do out in the community to find out what the community’s needs are? And, you know, i also find this interesting this could be for brand new charities, of course also this important questions for startup charities, i especially for start of charities, you probably you bump into many, as i do, where people just decide to start a charity, and then they they haven’t really done any of their homework and haven’t talked, they don’t even know that they’re whether there are other organizations that are doing exactly the same thing that they’re doing, and they might be able to save themselves the the burden of creating an organization if there’s one existing already that they can partner with right, maybe volunteer for or maybe develop a program for something like that exactly. But in terms of evaluating the community’s needs, say a little more about what those data points are. How do we figure out who to be talking to? Well, what? I’m working with a couple of organizations right now, you know, most of us think of it traditionally and strategic planning, but it doesn’t have to be limited to strategic planning, but it’s really great for board to come up with who’s, everybody in the community that we need to hear from him. And that would not like to talk to a boardmember in our organization. So it could be some of your partner agencies. You could go meet with another board of directors of the similar colleague you could set up. You know, i like to use the formal questionnaire and then go and talk to potential donors, talked to state agency people talk to the really smartest person in the community. Yeah, there are lots of people that we can think of your political officials, all of whom are really important people toe be talking, teo, and that it makes a big difference. Tab boardmember having conversations. I know your executive director’s having conversations with those people all the time and some of your program staff. But it changes the relationship for an organisation and it changes the the board’s thinking about the organization when they can go out and have those conversations as well. You didn’t hold a focus group focus group? Yes, in the in the office, right man, the officer and somebody else’s location again. It’s, great to get out of your doors. You recommend that the that if this if this is part of a strategic planning process and as you said, it doesn’t have to be that the strategic planning commitee could meet year round instead of just being on an ad hoc limited duration committee, right? Some organizations create strategic planning committees that that do go on and they they’re sort of the champions of the plan, right? So they’re constantly making rechecking the assumptions under what the strategic plan was created and also falling through and saying, are we doing this? You know, how is this influencing our work? Where are we going? And so asking those questions in the board way spent way too much time in our boards talking about what did we do last month with our finances? Are not that that’s? Not important, right? But we’ve lost sight of having the big conversations about the work that we do. Yeah, and these are the aziz. Said the earlier the challenging questions that you’re you’re insisting that charity’s asked, all right, of course. Now, if we convene the strategic planning commitee year round that’s going to be upsetting that people who were looking for something short term, i mean, i don’t like i only want to be on the committee for a year now you’re going to make a lifetime, but you can convene it year round, but it only has to meet once or twice, right? Okay, i mean, that doesn’t meeting every month as the strategic planning commitee once your plan is done might be a little excessive, and i wanna make a point that no, one of the things that board should do is really a that’s. How often do we need to meet? Do we really need to be here every month? That’s it doesn’t seem pretty frequent once a month. I’ve seen charities that meat that often doesn’t that doesn’t mean it. Could there be a call for that? I think it’s the norm for many and boards go through cycles or the work of boards goes through cycles, sometimes there’s, there is a lot of stuff happening that boards need to connect with, say, you know, you’re in between ceo, executive directors, so the organization and or you’re in some kind of a crisis or there’s some fast moving program changes in the wind or community changes that might need you to be together that frequently but many, but often that leads to cash we, you know, we really don’t have very much to talk about at the board meeting, so let’s get into stuff that’s just staff work sometimes i think metoo zoho often causes boards the medal yes function. And again, it’s different. No. One of the points i want to make is every board and every organization is different. And so each board has to determine what’s the right board what’s the right governance work that we need to be doing for this organization at this time looking forward. Okay. And how does the board know that it’s getting accurate information from the charity as it is convening in reviewing how can they be sure what they’re getting is correct? That’s a good question. Well, it’s one of yours in the book? Yeah, thank you very much. But i stole it from day one. Thanks for asking. It on the show, the i’m a big fan of the work of john and mirriam carver boards that make a difference and they used the course a couple of them criteria. One is you get a report, right? That’s the one you’re asking so some, you know, staff give a report that’s one way of of checking. But in order to know if that’s true, you either have to send hired somebody else or get somebody else to go in and check things for you. Which is what auditors do. So we’re familiar with that model or periodically, you got to go check them yourself. Okay? Point. Somebody do some kind of thought check. And hey, is this really happening? Did this really going on? Because it might not be right again getting outside the conference room. Right? Okay. How about assessing impact? I mean, part of the concerned about are we meeting? The community’s needs let’s. Assume we’ve identified them correctly. Is are we now presenting a solution for those for those needs? Are we creating impact? How do we measure that that’s? Very difficult. In some cases. Well, that is very difficult. But that’s a good conversation. So what? And and bring in the professionals. I mean, this is a partnership with your professional staff and with outsiders, but just raising the questions. How do we know what’s the right stuff to measure? It isn’t important conversation for the board to have, and not just because, well, mainly because we owe it to the community to make sure that were the work. And the resource is that we are receiving are being used well and wisely and working toward making a difference. But also those watchdogs out there that people who are following charity good start asking, right? And it might be that you don’t have all the data or you don’t have perfect measures, but if you don’t have any at all, you’re gonna get penalized for that. Yeah, yeah. Now, charity navigator only only measures how many’s it was five thousand. Haven’t they broadened? I think the seventy five hundred. Yeah. You have to be a fairly large organisation. Toe set and charity navigator. But but local thunders, they’re asking the question. How do you how do you know? Are you making a difference? How do you know you’re making a different local funders are an individual. Donors are asking this more and more. Yeah. Okay, so you need to have to have an answer on impact. Yeah, you need to do it. This is the right thing to do. And you need to do it because people are asking e-giving gail gifford is the author of how to make your board dramatically more effective starting today. And it’s published by emerson and church. And i love our listeners. And i want to say hello to our we have listeners in north carolina. Hello, north carolina. Great north carolina. My sons both went to college. They’re okay, where one at guilford college and green sarah and the other at warren wilson college in outside asheville. Oh, actually, today feel i’m dying to get to national gorgeous. I know, i know. Um, let’s say a little about recruiting the right board members. Now, if we’ve how can we be? Sure? Listen, you sound like you’re eating a chocolate chocolate souffle or something. That’s pretty good. Ah, rich topic for you recruiting boardmember zoho how do we go about it the right way? First and foremost, we need to sit down and have a conversation. What is that? That is the ideal board. What is this organization need? What kind of experiences? What kind of knowledge? What kind of thinkers? What kind of connections? What voices do we need at the table? Asking the right questions and coming up with a profile of what that ideal board looks like. And that’s not. Oh, we need a lawyer, it’s. Much that’s. Just going to say right, it’s much more than we need a c p a right. Exactly, it’s. Not that it’s g we really don’t know what these segments of the community are asking. Are we asking the right questions? How do we get this person to the table? Maybe i can give the example of our, um i was on the board of our state humanities council and at various times do-it-yourself one a big question that we were confronting wass what’s the role of no technology in discussions about the humanities, and we needed some expertise on the board even know what the right conversation wass so if you, you don’t have enough knowledge teau asked, and not that our staff wasn’t knowledgeable in that area that we wanted other voices, a cz well, do you know where you want to reach into new communities and get their perspective? And sometimes you don’t need that legal not the opinion, because i’m not one for putting your counsel on the board, but the lot of mines that can say, hey, this is an area that we might want to pay a little more attention to our need to be thinking about here, you know, finance people who can really think strategically about the financial future of the organization and make sure that that conversation happens in your board and once we’ve recruited the right board members, then we need to be the board needs to be following their own rules about how they operate, right? Yeah, they’re by-laws i i want to go back a little bit more to recruit, but teo, say one of the things that, after you’ve come up with that ideal profile, you need to start making a list, right? Like called the shopping list for the board, who’s everyone in the community that could potentially be a boardmember that fills this role that cares about our issues and that that’s something that boards can keep building on forever. And i’m a big fan of governance or board development committee’s, because i think that we need a little human resource department for the board of directors and that’s what that committee’s purpose is so it’s to make sure we have the right board and to make sure that the board members who are there have the tools that they need to participate well, that relationships are built between people, all of those things. So i like to think governance committee develop for development committee, the human resource department for the board, okay? And when you’re paying attention to that it’s, more likely that you’re going tohave ah, better functioning board of directors, okay, and a little bit more about the functioning, and then we want to spend some time talking about the ceo also, but you mentioned the by-laws that’s, the rules that the board is supposed to operate by, right, right? You need to pay attention to what they are because, you know, we think a lot of organizations think it doesn’t matter, but i know organizations they mentioned in the book that have been sued for actions that they’ve taken and the judge is ultimately went backto, say, one of the by-laws on whether those oh, so whether those actions were permitted by the by-laws whether the bored was, um, organized according to the rules of the by-laws with valid being their right to have a quorum, where the people who were elected that they have the authority to make that kind of decision, those questions, and if you’re not, then you can always but if you’re operating properly on deficient lee, but outside the by-laws is just you can amend the by-laws right to comport with reality, right? The by-laws should be adaptive to the structure that you need for your organization at the time, but don’t jump in and start doing things like we can never get a quorum for meeting so let’s lower the quorum you need todo the problem about why is it that we never get a quorum for meetings before you start making little fixes that don’t go to the court? How does the board make sure that the organization has the right ceo? You have, ah, number of good, uh, ideas about ceo effectiveness, right? And what i say, and sometimes when organizations they’re stalled out, probably that leadership somewhere isn’t the right one for what you need at this point in time. So getting the right person to begin with being really clear about what type of leadership you need in your organization again, you know what? Qualities of leadership, what expertise is the person? A connector into the community? Can they bring? Resource is in, do they? Are they an implementer? Are they make things happen? Kind of person right there. Just a sinker. Yeah. So. And clearly doing a big search, casting a big net, having lots of conversations and checking references. Okay, that part that’s also do. What did they do before. Okay, what’s past past history show straight about them. And then the other is reviewing the one that you have right and asking all those same questions. Because as our organization’s change and grow and develop gnarnia for leadership changes too. And which brings me to another thing that i think it’s just the really important requirement of being an effective board way have just about a minute and i’ll just say it. Courage boards need to be courageous. Board members need to have courage because there’s a lot of tough decisions and a lot of difficult questions to ask. No one tells us that we need to be crazy. Effective. Quite a coincidence. I just pin something on one of my pinterest boards is women leading non-profits and i just yesterday pinned a video where the woman who’s in the name of the organization. Vital voices? Yes. I think it’s a least nelson and she’s have a short clip of her saying courage is not eyes not working without fear. It’s having fear and transcending it and proceeding despite your fear. Yeah, great. Yeah, well, that’s the least nelson and vital voices, but more important, gail gifford is the author of how to make your boardroom attic more effective, starting today, published by emerson and church gifford, thanks so much for being on the show. Thank you so much, and board members out there, keep doing great work. We need them to you. Right now. We take him right now, we take a break, but i want to give a shout to california. We have listeners in california, love, love, california, love those who love the listeners. Right now, we take a break, and then it’s tony’s take to stay with me, talking alternative radio, twenty four hours a day. Geever hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a m eastern standard time on talking alternative dot com professionals serving community oppcoll money, time, happiness, success, where’s, your breakthrough join me, nora simpson as i bring you 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. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back time now for tony’s take two at roughly thirty two minutes into the our very excited made people say they get excited about something, but usually there they say like, oh, i’m very excited to be here, but i am very excited that non-profit radios one hundred show is coming up in two weeks. It’s friday, july thirteenth, one hundred show and it’s devoted to social media and i’m opening it up. You are asking the questions my guest is going to be amy sample ward she’s, an officer at n ten, the non-profit technology network, and she’s, also a blogger and contributor to stanford social innovation review at stanford university, and we’re going to take your social media questions. We need the questions in advance so anything social media related, you know, we’ve talked a lot about social media, scott koegler especially, but others also. So whether it’s, facebook, twitter, linkedin, four square youtube, your blog’s quorra is a new one, any of those or others that you’re using or that you’re not sure of or if it’s a more general question love to have your questions in advance and a great place to post your question. We’ve already got one is on the show’s link in group, so please, next time you’re on linked in, join the group post a question for amy sample ward for our one hundredth show in two weeks and there’s always, of course, more information about finding me and the show on my block at tony martignetti dot com and that is tony’s take two for friday, june twenty ninth, twenty sixth show of this year and my ninety eighth. Now i have a pre recorded interview with the editor in chief of the non-profit times, this is from fund-raising day just a few weeks ago here in new york city, and here is that interview. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve with the marriott marquis in times square, new york city, hosted by the association of fund-raising professionals, greater new york city chapter. My guest now is paul clolery he is vice president and editorial director of npt publishing group, which includes non-profit times and magazine for clolery welcome. Thanks, tony. Glad to have you on the show. It’s quite a crowd here. I think we’re going to do a dunking booth next. Year thie only crowd is because non-profit technology news i’m sorry, because non-profit times is right next door, right? You’re the you’re the magnet with the we’re just in your pocket and people just throw things at me so it’s a lot easier. Well, because you reject their pictures routinely, right? But it, but in a nice way, i’m sure no doubt you are seeing some trends in buy-in events, they’re getting bigger than getting costlier say little about that. Well, what we’ve been seeing lately, not just in new york, but around the country, it seems like events are coming back strong this year and the ticket prices are going up. I know. In new york city, for example, a lot of organizations were trying to keep their events under a thousand dollars for the big gala. Now they’re routinely at a thousand or more, and we’re seeing that. And then just in the past four to five months, people are really starting tio realize that there’s the economy’s getting better, at least here in new york and for the people who would frequent these types of events, and we’re seeing also a lot of online bidding for extremely expensive items for help organisations, whether it be trips where there would be top gun type, that airplane battles. Yeah, really been exciting to watch and this is not only in new york, you said nationwide, nationwide, the prices are coming up and the people seem to be on the high into the doner scale looking for adventure now, not just to give money. Yeah, and thie you mentioned online auctions is that has that been trending for awhile? The auction’s moving from something live or silent to online? Or is that more recent, too? Well, it’s been building over the years, but now organizations are finding that they don’t need a gala to have an online auction so they can have it for months and months and lead up to a gala or let it go afterwards. And they’re even doing it online with people’s cell phones from the event so people don’t have to run back and forth to to the silent auction decide their name. Oh, my god! Seventy five bucks here’s. Another fifty? Yeah, they’re doing it on their cell phones and in some cases, that being prompted by bye, butlers come to the table and say oh, by the way, your bid, sir, it has been has been upped. Your bid? Oh, interesting. Yeah. It’s a organizations are finding lots of different ways to up to get the bidding going. That seems pretty sophisticated. Your online bid has been has been challenged. Would you like to? Would you like to reply? Exactly? Yeah. Okay. It’s. All right. Since you’re talking about technology, i have the current issue of non-profit times publication that you’re somewhat familiar with a little bit. Yeah, eighteen years is editor in chief. Future of technology donations is cloudy. What what’s happening around this around mobile given well technology in the cloud organisations are so used to going to gifts in-kind international or nair or some of the other past the rent cities where non-profit organizations i’m sorry for profit companies like microsoft or some of the other vendors in the industry would give product, and then it would pass through the charities. That would be a donation gift. In-kind well, the charges were used to getting the box you’d say, oh, i want microsoft office and they would send you the box right now. It’s all online so everything is moving to the cloud particularly, but when it comes to technology donations of software i miss i miss read your headline. I see going to the cloud it’s an ambiguous headline who wrote the headline it’s a u s citizen quote it’s in quotes it’s a cloud technologies in quotes icy future of technology so i mis read it to think that it was mobile give it was giving. Okay, so what? What khun charities be asking for now from microsoft, etcetera? Well, what we’re seeing that the product will stay the same difference is theirs now selling site licenses or licensing seats rather than giving away the software. Okay, and we’re seeing now is a lot more. We’ll have to be spent probably on the side of putting it together in your office dahna needing to have a specialists in house to craft the technology. So that works best for your organization. Nothing’s in a box anymore, everything is khun b handcrafted. Everything could be manipulated to what you needed to dio and there’s so many bells and whistles these days from various online vendors that the technology vendors that you khun craft a piece of software or or a piece of technology. Now you’re not getting the software to do anything that you need to do. And so and so some of that consulting is available. Oh, yeah, and that’s and that’s. Where it’s going to start getting expensive? Because the consultants are not free. Software was always free. The consultants were never free. Ok? And now when you download software and you now have to configure it to your systems and what haven’t worked with what you’re doing that’s now it’s going to start getting expensive? Uh, well, you see the company’s donating that consulting service as well? That oh, no. Oh, no. I’m not going that far. Okay, beneath that one let’s, see if i could read this one appropriately. Alright. I’ll just read it. Vegas draws youths looking for meaningful relationships. Meaningful relationships in vegas. He’s, not he’s, not by the hour relationships. Well, no. You know, i forgot to tell you to take that gross thing off. It just reflects that’s all it’s. Not gross, though. The name tags are beautiful, but they reflected our lights. What about vegas? Youthful relationship? Well, they’re hoping what happens in vegas doesn’t stay in vegas. Okay? The whole point is to bring kids into you a friendly setting, a familiar setting, someplace that’s a little bit exciting, and maybe they’ll bring some of the what they learned back into their communities. In this case, we’re talking about jewish community organizations where there have been seeing some waning in youth development and it’s going back to the communities and building the jewish community centers and whatnot, and what they’re trying to do is bring folks into an exciting place like vegas, hoping to build those friendships, helping to build those connections so that they can bring it back to their communities and helped to build the next generation of jewish communities. Okay, and you are you familiar at all? And if you’re not fine hyre with the trend generally around youth engagement, is it declining generally? York i know this was just about the jewish community organizations well, there’s been a whole man push for national service and then not and not just community in your community, but nationally and internationally. I think it’s next week either the next week or in the next two weeks, the national service conference is going to be out in chicago, make tens. Of thousands of people going to talk about how they could serve their communities better it’s a terrific conference put on by the points of light institute, the corporation for national community service, and they bring volunteers and volunteermatch ledgers in from all over the world actually to talk about how they could make those connections in their community. And it’s really starting to build national service is no longer a buzz where, but had we had we’ve been seeing youth engagement declining? Well, no, i mean it’s starting to build now, because building now it’s building now in the last five or six years, okay, you really start because kids had to do it for their college transcripts, but now you’re seeing more and more count kids getting engaged, you’re seeing the occupy wall street kids, you’re seeing a lot of youth engagement across the country and national service is really becoming important aspect of what kids do these days, okay, i’m going to switch to another publication that you’re acquainted with exempt magazine, i’ve seen it, and by the way, the non-profit times issue i was referring to was june first of this year. The exam. Magazine rights. Bright lights and big stars challenge. Charities are reaching out to celebrities. More you’re seeing more of this now, we’ll not. Only we’re seeing more of it, but so much of, unfortunately, big charity is being tied to celebrity, and that could have its good points and its bad consequences. If especially when charlie sheen goes to jelly down here, that could be a problem, and in years gone by, if you’re a celebrity went to jail, it was problem, maybe the’s days. It’s actually, my actually being enhancement to some of some of what they do. But the challenge there. There are a lot of challenges with working with celebrity, obviously the obvious ones of the arrests and then with the public relations nightmares, right? But also just getting them, too. To go to these events gets expensive. Oh, john doe is going to show up for free, but he’s got an entourage has gotta pay. You gotta pay for it. You got a paper? The first class flight. You’re gonna pay for the first class hotel and it can get very expensive. There were some celebrities who are salt of the earth human beings like george clooney. He will do anything you want if he signs on he’s there and he’s there for free. And that doesn’t mean a first class room. He’ll buy his own by his own flight and one of those terrific human beings. But there are others who are will demand have a very high list of demands? Okay, but what are some of the upsides of of the of the celebrity. What do they bring? Bringing it back, teo mobile giving and back teo special events. You can pack a room with lady gaga and the robin hood foundation here in new york city did that just the other day. Hey, i think they think the number was eighty seven million dollars that they raised in that holy count in one night. So they had. They had lady gaga at there, right at their gala, and they raised eighty seven billion dollars. Yeah, there’s, about eighty million. All right, round it. Well, this is the amazing thing about it was they had lady gaga and martha stewart in the same room and nobody got hurt. They play nice together, at least in public. In public. I see a column. This is a regular feature. Human resource is donordigital what what what are we seeing around dahna diversity in human resources? Did i scare you? Do you want to read it up first? No, no, no, no. What? I positive we look like, oh, yeah, you’ll realize that i’m working on seven of the ministers at one time not to have the print, but we’ve got five letters, so sometimes that their mental roll index that takes a while to go back and remember what we did was that that actually came out back in february. Oh, i’m already working on some temporary you worked out all right. Can you say anything about dahna differences? Non-profits are working very, very hard to move the donor base abroad in the dahna base for years and years of the backbone of the e-giving was done by white females in their seventies who would get a piece of mail and said give to the red cross or give to the salvation army. Or give to whomever. And they would dutifully write a check. Well, it’s, time for charities to start grinding that that base. And we’re seeing in communities of color, ethnic communities, more and more non-profits going into those communities and trying to reach in and trying to broaden their appeal to those communities. Because every poll that you’ve ever seen, when you ask somebody where they gave the answer is because you asked nobody’s asking in those communities for years and years, names nobody asking those korean. So now, charities are finding ways to ask within those communities. And they’re building out the diversity of their of their donor base, okay. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte, m o nt y 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 than you need. Aspire, athletic consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Talking. And the exempt magazine issue i was referring to is june, july of jews live two thousand eleven says that was last year’s. Yeah, last year o was on your table. Today we get we have a lot of things over there. It’s a good thing we didn’t dig too deep. We would have found two thousand six and then i really will. John spot. You would’ve found jimmy hoffa too. Alright, way went back a year what’s uh, what’s in the pipeline. What’s coming up. We’re doing a terrific speak peace on the next cover of exempt on the border wars and the mexican drug wars. And what the impact that they’re having on charities along the texas and arizona border? What he’s, seeing there danger. There are a lot of people are coming across the border for medical help, medical care. So if human services organizations that just strapped along the border because people are coming across seeking help and just trying to get out of the out of the massacres that are going on just one hundred yards over the border, and then the legal issues of serving that population and treating that population well, the legal issues are not so much the treating of them if they show up at your doorstep, if they show up at the hospital, they will be treated, the question becomes then it becomes dicey about the immigration status and it is immigration get called and that’s a whole other bag of worms that they’re they’re dealing with right now, but right now they’re dealing with the money issues because they’re coming. People coming across the border need to be treated, they need to be fed, they need to be housed because there’s a war going on in their community and you can hear the gunshots at night. Dahna okay, what else? What else? Coming up, coming up, we have the power and influence top fifty coming up we fifteenth annual npt pound influence top fifty that’s the argast one issue okay, every way announced really fifty most influential people in the sector r i’m not on the list of incredibly and i know times are not yet there’s still, time doesn’t come out till august. Yes, but i’m the editor of publication. I don’t get on the list. Okay? So we’ve got we both got screwed and there’s way have a gala for the nominees in september and he’s gonna be an interesting list again this year are these are people working in charities or they philanthropists giving to charities or both or neither? They have to be executives working in the charity at the time that, well, the issue comes out, so they have to be working in the charity august one one that when the list comes out ok, and they’re nominated by their organizations know we have a kitchen cabinet. How does this work explain? We have we’ve been doing it for fifteen years, so about janu first week in january, second week in january, let it goes out to all the former winners, okay, who did we miss? Who do you think we should be putting on this list? Okay, if you’ve been on this before, you’re automatically re nominated, that doesn’t mean you’re going to get on the list, so we look at those lists we talked way have the contributing editors to the non-profit times who way? Talk to them about who they think we should be talking to. Then we get pool of about three to four hundred names on it over the time over a couple of months, we whittled it down to fifty one fifty two, okay? And then it gets to fifty and then we published on what criteria do you use? What you looking for? We’re looking for people who are moving the industry in a specific area and putting together programs that can be used as a bridge nationally, programs that can be implemented in other organisations people who have enough girth in the industry that they can get something done and move it and they can only they don’t have to have been in the second one hundred years if they come up with a new idea in the past couple of years, and they vaulted to the top of the list that we’ve had those people. For example, scott harrison, charity water was on the list, and they’ve only been around for a couple of years, right? Right? Okay, eighteen years as chief. What concerns you aboutthe charity community regulation arika e-giving getting more burdensome. Not only is it getting more burdensome, but it’s getting to the point where there is a blurring between charitable sector, federal government and local governments are trying to regulate the sector as well. I mean, everybody knows that there’s been a recession. There’s been financial crunch. All this property is tax exempt and so there are payments and little taxes going on throughout the country. But if you look at the way that congress and some state legislature’s looking at the terrible sector, it’s clear that they don’t understand it, and nobody is out there making it clear to them that know this is what the non-profit sector does, we don’t do that four this is the non profit sector there. There are some lines and walls between what we do and what the government does, what state government does, and i’m getting more and more concerned as days go by that the charitable sector is going to get even more regulated, be forced to do even more things that they’re not supposed to be doing well, if you look at california, they now be corporation. Well, this is from for-profit cos for-profit cos that want a special designation because they wanted to get within their communities? Yes. Oh, yeah. So if you want to do good, do good. I mean, look at newman’s own a terrific company they wanted. To give back to the community started a foundation. Profit from the company goes to the foundation when he gets put out. Is nothing wrong the way that’s not. Why do you need a special special designation? Newman’s own doesn’t want designation. Neo-sage killing him is an example of a sterling example. If you want to do good, make your money, give them foundation gave it to the community. Why do you need a special for-profit wolber intensity will be cooperation. You want that? Because that’s just the first step. Then the next step five years from now is going to be so. Maybe we should get some tax exemption on the property they have. Or maybe we should get some relief on the payroll taxes that were paying the people who work in our company because we do good to the extent that we’re doing good a proportional breaking taxes that are very interesting so that that’s that’s the real danger that i said, ok, we’re gonna watch that. Thank you. Well, clolery is vice president and editorial director of and petey publishing group, which includes as we talked about non-profit times and accept magazine eighteen years in the post paul’s a real pleasure. Thanks, darling. Thanks for being against this is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve, hosted by f greater new york city chapter and my thanks to the organizers of that convinced conference fund-raising day twenty twelve in new york city and also, of course, to gail gifford. Next week’s show number ninety nine, ninety nine automated accounting aaron schmidt is chief product officer at billhighway, and he thinks a lot about accounting so you don’t have to. He has ways to increase visibility, improve reporting, standardize accounting if you have more than one office automate and integrate with your bank. Also, online engagement toe action from fund-raising day twenty twelve again j frost, ceo of fund-raising info dot com talks with me about moving people from engagement online to giving online how to convert your social media friends into donors. Last minute shout out to rest in virginia thanks for joining us reston keep up with what’s coming up to sign up for our weekly email alerts on the facebook page, join are linked in group and comment on this show and put your questions there for ah the one. Hundredth show on amy sample ward on itunes were at non-profit radio dot net on twitter. You can follow me and use the show’s hashtag non-profit radio i’m on foursquare connect with me there, which reminds me, i actually have lost a few mayor ships in the past couple of weeks very distant, very distant chanting, very disheartening to lose those mayorships one was at a supermarket, i lost that ah right ade i lost the mayorship iterated i can’t show my face in there again let’s connect, however however you want teo, i’m all over and the show is all over social networks my thanks to lynette lynette singleton she’s on twitter she’s at s c g for the number four non-profits thanks for retweeting on that. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer of 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. Show number ninety nine every friday one to two p m eastern at talking alternative broadcasting, which you’ll find at talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking alternative network. Get in. Nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens and 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. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Kapin oppcoll this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio 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 the 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 talking.

091: Budget Building Basics & What To Do When The Donor Dies – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Paul Konigstein, principal of Mission First Finance

Aviva Boedecker, senior consultant at The Sharpe Group

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

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Welcome to big non-profit ideas for the other ninety five percent of the show is tony martignetti non-profit radio i’m your aptly named host. I very much hope you were with me last week. I’d be in distress if i found out that you had missed survey savvy paul gear in, a partner at professional survey group, explained how surveys are cultivation tools for your donors. You can increase awareness of your work gage willingness to support heightened sensitivity to challenges and get feedback on how you’re doing, but you have to do it right to get those reliable results. Also, it was content marketing scott koegler renamed it for us authority marketing, which i objected to, but he’s a longstanding contributor, so i was willing to accept that he’s, our long term technology contributor and the editor of non-profit technology news, and he encouraged you to give away high quality, interesting content through your blogged this week. Budget building basics paul connick stein of mission first finance has five steps to help you construct a budget, which is your critical financial and program tool, plus how to use your budget through the year and what to avoid in your budgeting process. Also, what to do when the donor dies? The legal notices staring at you, telling you a plant e-giving donor has died. Now, what do you do? Aviva benwikere, senior consultant at the sharp group, answers that that’s, a pre recorded interview from the national conference on philanthropic planning last year between the guests. Tony’s, take two. Avoid planned e-giving schemes, use hashtag non-profit radio to join the conversation with us on twitter. Right now, we take a break, and when we return budget building basics with paul connick stein, stay with me. They couldn’t do anything to get inventing things. You’re listening to the talking alternative network waiting to get in. E-giving good. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Durney welcome back to tony martignetti non-profit radio. My guest now is paul connick stein. He leads mission first finance. He has over twenty years experience as a controller and chief financial officer in arts, culture, education and international development charities to include the metropolitan opera, new york hall of science, helen keller international and the american montessori society. I’m very glad that his work and his practice bring him to the show. Paul context and welcome to studio. Thank you, tony. Thank you for having me, it’s. My pleasure. Why is a budget important? Well, but it is important because it’s a road map of your organization, i mean, you won’t get in the car and just drive around aimlessly without knowing where you’re going in a generation or two ago. We used to do that, and we used to call sunday driving. You wanna be a sunday driver with your not-for-profits? You know, when gas was forty cents a gallon, that was fine. But now that gas is four dollars a gallon, we can’t afford to do that anymore. And the cost of labor and all the other things that not-for-profits purchase has risen like ass says okay, but so should we say that budget is your gps? Since maps are kind of antiquated, maybe budgeting is your gps. I’ll go along with that going okay, okay, i’m already changing the man’s. The man came with some things to say, and i’m already screwing him up. Okay, so if if this is your gps than you, you need to know where you’re headed and i know you have five steps toe building a budget knowing where you’re heading is, i think, is the first part of that, right? And where you’re heading is knowing the goals for your organization and how you plan to measure success of the organization, which hopefully have already done before you even thought about the budget. Okay, so by success, you mean the impact through the impact of the outcomes? Okay, well, okay, now. So that’s interesting. I’ve had some guests who distinguished between outcomes and impact. And like they’ll say, you know, an outcome would be a nen creased graduation rate. Maybe. But then an impact would be that person went on to find a job and be a more successful family. Ah, mother and mother and worker in a in a family. So there are some people who distinguished between outcomes and impact, right? As do i on dh you need tio have no measure ideal, you’re measuring impact, but not all organizations have evolved to where they’re capable of measuring their impact. That’s a particular challenge for arts organizations, right? So if you’re not measuring, impacted how we’re going to measure outcomes, but either one ties in the budget process because you need to know, figure out what’s going to cost to measure either of those okay, and it is it is particularly challenging for arts organizations, and you’ve worked for one metropolitan andhra. What is the what is the advice around measuring those that impact for for arts organizations? How can you help them be better at it? Well, actually, i like the way the new york hall of science measured its impact. Well, the whole of science used to do is serve a visitors before and after going into the exhibit to measure the impact of the organization. So, for example, we would build an exhibit that tries to teach about evolution. So we were designed a questionnaire with those questions about evolution and give it to visitors before and give it to after and if they’re scoring, proves that’s the impact we’ve had a measurable impact we’ve had on their knowledge of evolution arts organizations, hall of science, a sort of hybrid between art organization in the museum pure art organization like the metropolitan opera. They’re not serving their audience, they’re measuring their impact. Mohr informally based on reviews articles in the trade press, i think they have a little bit further to go to become mohr rigorous about measuring their impact directly with audience that’s the tough part surveying right, say a knopper or theatre audience as they’re on their way out, you know, that’s that’s kind of a tough thing to do, right? What would what would you base line b? Yeah, and then, of course, there’s wine at the intermission. I mean, that’s going to impact, you know, that’s gonna impact your impact assessment. So especially since the champagne at the minute is very tasty. Ok, but it’s expensive too. So maybe most of the most people are not drunk as they’re walking out. Probably. I always sneak mine like a little flask in my jacket. But let’s, see it’s these goals, so okay, we’re right step one the goals disease could be multi year could be were you thinking a couple of years in advance? Well, you have to walk before you can run, so if you already successfully doing it one year at a time, then you can do multiyear. But if you’ve never attempted this before, you need to start with one year and master that before you do multi year planning, okay, okay. And wei have just about a minute before a break. What are the things that you’re that you’re looking at it again in this? His goal setting? Well depends on the type of organization, but generally you’re looking at how many you’re looking at volume. So how many constituents are you going to serve? How many locations air you’re going to have? And then you’re looking at the outcomes you’re looking at, what do you want those constituents to achieve? So as you said before, an example could be if it’s an after school produce development program, you want them to graduate from high school or you want them to master a job skill, okay? All right, we’re going to take a break and we’re going to continue. Talking with paul connick stein of mission. First finance about budget building basics. Stay with us. 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 us ed to one, two, nine, six four three five zero two for a free consultation. That’s lawrence h bloom at to one to nine six four three five zero two. We make people happy. Grayce hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com lively conversation top trends, sound advice, that’s, tony martignetti non-profit radio and i’m samantha cohen from the american civil liberties union. Welcome back. We’re talking about budget building basics with paul connick stein. You’ll find him at mission first finance dot com paul, your arm after your goal setting. You know where you want your organization to be after a year or maybe a couple of years if you’re if you’re involved in this process, what is the, uh, what’s the next step? Because we need to know what it’s going to take to get there. Exactly need to determine the inputs necessary to achieve those goals. Inputs. Okay, so what are what are examples of inputs? Well, for example, i worked with helen keller international. Our signature program was vitamin a supplementation. So examples of inputs would be the vitamin a capsules would be health workers who’d go to remote villagers take a baseline survey of their health. Then you come back at mr the vitamin e capsules, then come back again and to follow-up health surveys to measure how people health improved after supplementation on it would be the staff needed to oversee the program interface with the company’s ministries of health. It would be transportation. So you need to have a vehicle traveled his remote villages in to put gas in the vehicle travel expenses now, is this where you would include things like insurance for the for the employees that are traveling and ah, in case they’re injured or something? I mean, how far do we go in thinking about what the what the inputs are? Well, the first step is thinking about the inputs that are specific to the program, and then once you’ve identified those inputs for each thing that you do, then you need to think about the administrative and put such as insurance, okay? So like overhead let’s, talk about things that aren’t going to be so obvious. Sort of hidden means going to hidden expenses, right? Let’s, talk a little about those so people think, you know, in detail about what, what else might be involved, what others like hidden costs or indirect cost of things. Well, there’s the cost of your office? No that’s. Most organizations have rent or if they own the building there’s the mortgage servicing course. There’s all your office equipment, thie computers, andi all the things you do with the computers or the software you use the cost of keeping, creating your website and keeping it up. To date and your social media participation? Yeah, and i mean, they were getting into you like utilities and things. I mean, let’s, let’s, this is where we’re costing out everything. So, you know, can we just be like, looking around the office and seeing what we spend money on? We can, and if we’re not a brand new not-for-profits we could also look at what we spent money on last year, i question people against doing that against having what they spent last year be the primary determining factor in the budget for several reasons. First of all, the environment is changing more rapidly now than it ever has before. So given last year’s information is outdated. Okay, second of all, people know that you’re basing your budget off last year, those spend as much as they can so that they’re working from a bigger base. So wait say some more about that creates an incentive, right? Use it or lose it incentive. If people know that your basic budget on last year, they’re going to make sure that they spend their whole budget from last year, you know? So the budget doesn’t get cut. You see that? A lot of government. Okay, okay. And so your first reason and sounds like you have more reasons, but let’s, go back to your first one, which was things change rapidly, but couldn’t you just look at what you spent last year on an item and then apply a rate of inflation? Say three percent or something, whatever and then and then use that? Or is that not a good idea? You could ah, but you could but it’s bad. Tell me if it’s bad i mean, you’re the you’re the budgeting basic expert, you tell me. Well, there’s a role, best practices there’s no absolute right and absolute wrong. I’ll give you a good example of that. All right, i tell everyone, don’t base a budget on last year, do it by costing out your inputs for your plans for this year. But yet, just yesterday i was talking to someone who’s, executive director of a marine rescue organization on dh he was insisting to me that the only way he can do the budget is based on last year because he has no way of predicting how many’s sea turtles are going to wash up on the beach and how many dolphins air going toe beached themselves? So he has no idea how much medicine he needs to buy and so forth, and i want to push back a little on that to see if he was just like trying to take a shortcut to avoid rigorous thinking, right? So i said them, surely there must be some mathematical models that you can use, you know, the american zoological association or somebody has done research into this turtle modeling turtle modeling it’s common knowledge, i think. Yeah, so he said to me, well, yes, as a matter of fact, you know, i’m the leader in the field who’s tried to create those models, and i still haven’t figured it out yet, okay? I said, okay, well, then, i guess, you know, there’s a good example of there’s, no one size fits all to not-for-profits budgeting or not for-profit anything else? So you’ll accept that from this from the total modeling expert who hasn’t quite got it yet. Okay, um, all right, so this is i’m just trying to think of other things that people might not think of in their budget and in their budgeting in this step in this step and then they get surprised. I mean, so are their examples of other things that you see commonly that people forget. And then the bill comes or the and they get shocked examples of other things that people commonly ignore in there in there figuring of costs. Well, people commonly ignore in their budgets non-cash items elect appreciation. So okay, what? Z now on twenty martignetti non-profit radio of jargon jail on your teetering close to the entrance to the prison doors. Everybody’s not gonna know what appreciation is, so explain explained appreciation. And this will be your shot at early parole. Well, a basic concept in accounting is to try and match your revenues to your expenses view by an expensive piece of equipment. Let’s, say all the equipment that’s used to put on this radio show xero of tin cans, we have strings on their sam and he’s monitoring the length of the string. Okay, right, but they’re very expensive tin cans and strings because tens of thousands of dollars. But we’re also i expect that they’re going to last for five years. The very durable tin cans and strings. Yeah, we only by the best. Here, right. Talking, of course. So are not profit here. That sorting non-profit radio hypothetically is going to benefit from those tin cans and strings for five years. Okay, so if we put the whole ten thousand dollar cost of those tin cans and strings in the year that we buy them, then there’s a mismatch between our expense and when it benefits the organization so depreciations away that accounts came up with the try and spread out the thie expense over all five years. So that matches the time period that those tin cans of strings are benefiting us. Okay, even though we incurred the expense in your right even though we wrote the cheque for thousand dollars in year one were gonna save it last five years. There’s lots of different ways to divide up that ten thousand of the five years. But the most common one is to just divide by five and have an expensive two thousand dollars each year. Okay, okay. So, so depreciation is is an expense. Appreciation isn’t expense. So when your orders come in and give you ordered financial statements and you go oh, my god. I have a deficit. But i was so sure is going to have a surplus. My budget has surpluses. You didn’t budget for the depreciation on all the everything you bought to invest in your organization this year, i think. And since this is radio and podcast have to tell you that when paul said oh, my god, he put his hands up to his forehead is very dramatic. So it’s is definitely something to pay attention. Okay, um all right, so, that’s, you’re paroled from drug in jail for the time being. Watch what? Your step. Okay. Any examples of other things that that’s a great one depreciation. Is there another one that people commonly ignore? Bank fees, credit card processing fees? Yeah. Okay, she’s, right? We see them every month, but we ignored them as we’re planning a budget for the year. Right? We don’t. We don’t tend to think about them there, it’s. Not any thought or effort required to pay them. So we tend not to think about them. So the bank takes it automatically. So, it’s not part of our consciousness, but it’s obviously an expense of the organization. Okay, i’m gonna go further. These air, good depreciation, bank fees and other things that are commonly missed that listeners should know about. No. Ok, ok, s o i want to make sure we’re exhausted. We’ve gotten through everything that you think you see people missing commonly. Okay? Um so then now we know the inputs and i guess, well, your step three is really determining the costs, so we sort of looked at that already, you might get help from some vendors or providers, right? If you’re not able to look back, or if something is going to be new expense, you might, especially in the administrative costs, especially in categories of course, that tend not to file inflation rates such as medical insurance or other types of insurance you ask, you broker and they’re happy to tell you, you know, is the market softening this year? Is the market getting tighter and where they see premiums going on budget for the increase that they i expect? You know, if your copier is coming off leased this year in the coming year and you call up the copier salesman as long as you make it clear, then that you’re doing this for budget purposes and there’s not going to sail right now, you know, so that you’re not leading them on you. Know they’re happy to tell you where the market is going with, you know, with the hope that they’ll get the sail down the road, okay, okay, and i think the health insurance is excellent one very hard to predict and also reveals that as you think about your employee in points, your labor in puts all the costs around those all the benefit costs and obviously labor very is labour always the highest not-for-profits a very labour intensive sector i’ve yet to see not-for-profits where labor was not their biggest expense. Paul comics diniz principle of mission first finance and we’re talking about budget building basics. We’re going through his i get five bullets for budget building omigosh alright, we’ll stop there with thehe liberations. Okay, what’s what’s next what’s your fourth step in building a budget. Once you’ve costed out the inputs and edit everything up, you have a total expense budget. But obviously the money has to come from somewhere to pay these expenses. So that’s, your next step is to figure out where the money is coming from and how much is coming from its source. Okay, if you have a fund-raising you do that collaboration with your fundraiser. If you are an arts organization, for example, is a museum or the opera that sells tickets or revenue they have, you know, you have what we call earned revenue. You gonna have government revenue. You may have a lobbyist who could give you an idea of how much you can expect your government contract to be renewed for for the following year. So you add up all your total revenue, you compare it to your total expense, and i guarantee you the first time you do it, the expense will be more than the revenue. Okay, uh, all right. So that’s a problem. But let’s hold off. Did we do we identify all the all the potential sources of revenues? We have fund-raising revenue earned income. Wei have government, right government contracts and write the big ones is the big one. We missed us for organizations that a fortune to have an endowment is earnings on the endowment. Yes, of course. And that’s going to be hard to predict from year to year. Ah, you talk to your investment adviser, the the professional who’s investing the endowment for projection or what you can most organizations have. A plan for how much that they’re going to draw down from their endowment and bringing toe operations each year right there spent there spend right, right, there’s three and four and a half or five percent. Buy-in but you also want to know if you’re going to earn more than that spend rate, right? Because then can we count that we can count that his revenue, can’t we? Even though we’re not gonna spend it or we can’t no, we can count it as revenue. Okay, this is why i failed. Well, i didn’t fail accounting in college. I quit. Before. Before i knew i was going to fail, i walked out and dropped the class because i never understood how assets and plus liability equals equals equity. Is that what supposed to happen? No. Actually asked articles, liability plus, like what you see? This is it’s. Simple is okay. Everyone over and deducted. Okay, so even mathematics is arithmetic eludes me. But i’ve never understood how that really work. How does that work? Why? Why does that always work? What is that? A white? Those two columns always equal each other. Well, you know the old joke. How? Do accountants have sex? I don’t know it with double entry, so it always works because oppcoll kottler yes, i wouldn’t put you in jail, but you enjoy jail for that that’s so bad joke jail. I just can i just created that joke. Jail, you’re in it. You’re the first one and it’s going to be a small prison is one one cell and no toilets, so it works because of what accounts called double injury counting, which means that everything that happens, we write it down twice. We write down once on the left saints are the ledger, which we call the debit side, and once in the right hand side of the ledger, which we call the credit side and that’s to check against making mistake writing it down if are the end of the day we had a paper on the left side and we have everything on the right side and you don’t agree, we know we made a mistake on one of the sides, right? So that’s, why i asked that secrets lie bilich specifically because assets to the left side liabilities necklace is the right side, so they’ve got equal otherwise we made him stake writing it down somewhere. All right. It was right after that explanation that i ran out of the class on dh signed up for biology for poets is that it was my substitute class. But i went to a very respectable school, so it was very good class. And i mean, a very mediocre class in a very good school. Carnegie mellon university. I almost went there really didn’t take you. What? No, they did. That was my second choice. I would’ve gone there if my number one choice hadn’t taken me. What is your number? One choice. University of pennsylvania. You made a big mistake, pittsburgh’s and much nicer set of philadelphia. Okay, well, okay, there’s. Another way of getting revenue. What if we sell thing? If we have assets, sale of assets, is that possible? Revenue source. It’s possible it’s. Not a common one for not-for-profits, but it’s. Certainly possible revenue source. And if you make money on the sale than the gain is revenue for the organization. Okay. Okay. All right. So that’s that’s, our revenue step. And what is the last part of building this budget ilsen iterative process now? Because we are most likely scenario, our expenses are more than our revenues. The next step is going back to expenses and saying, where were we a little too aggressive? Where did we dream a little too grandly? What did we put in the budget was aspirational that we really don’t need. This is where this is, where the senses are greater than revenue writes this is where we’re going back to where a goal and say, all right, we set a goal of serving ten thousand students this year, but we’re not projecting revenues support that. So we have to cut back a goal to serving only nine thousand students. So now we know we can all the inputs that change depending on the number of students, which would be maybe the number of snacks we serve them. The number of teachers would be like what we call step variable because you’d have to like it in your teacher for every thirty students let’s say instead of everyone, students like the snack go back to cut those back until the expense agrees with the revenue. Okay, okay, we’re gonna take just a couple of seconds to go a little bit long, teo, for ah, how you use the budget year after year. So just in, like, less than a minute or so what i suppose to do with this budget now that you have it? Well, you should look at monthly the difference between what’s actually happening and what you plan to make sure that you understand the difference on dh it’s something attributable, like, for example, you changed your plans and your serving more or less people for a program was delayed into the vitamin supplementation was a coup in that country. So we’re under budget if you can’t explain the variance and that’s a warning sign that there’s something funny going on, you know, the funny i mean, you have a potential financial control issue, which means that you know, money is going out the door and don’t know where it’s going. Okay, which is bad that’s. Very bad. Okay, we have to leave it there. Paul connick stein leads mission first finance, which you find at mission first finance. Dot com also university of pennsylvania. Lem. I’m sorry. And the soul prisoner in joke jail right now we take a break. And when we returned to tony’s take to stay. With me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, 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. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio time for tony’s take two on my block this week, it is avoid planned e-giving schemes sometimes you’re presented with legitimate plans for your plan giving program or programs of giving and other times you’re presented with schemes, and you can tell it’s a scheme if its first if it sounds too good to be true, and another hallmark of these is that they’re so complex that they just become hard to understand. And i’ve been in that situation where somebody tries to explain something that they’re pitching for a client’s program planned e-giving program and thirty minutes after they explain it to me, i can’t regurgitated so that that’s a bad sign, because even though i went to carnegie mellon, i mean, i could still understand some things. Plus, you know, there’s always eyes almost always there’s some sheet there’s, a sheet of paper, which has lots of boxes on it. There’s a box for your donor and a box for your charity and a box for the life insurance policy. Because often these include life insurance and then a box for the trust that owns the life insurance policy and one for the trustees of the trust and there’s, all these arrows shooting in and out of the boxes and they’re going around corners and going halfway around the page, into and out of these boxes. That’s ah that’s, another hallmark of what i think is a scheme it’s, very complex and it’s usually not really a way of helping your donors to make a charitable gift. It’s more a way of selling some financial product, sometimes it’s life insurance and sometimes not. But watch out for these schemes, you’ll find that on my blogged the post is avoid plan giving schemes on my block is at tony martignetti dot com want to remind you that we’re on linked in you go to the linked in page and comment on the show, make suggestions for future shows or future guests, and there’s a link to that also on my block. But it’s not hard to find once you been linked in, because it’s just the name of the show and that is tony’s take two for friday, may eleventh, the nineteenth show of the year. Right now i have a pre recorded interview with aviva benwikere what to do when the donor dies and here’s that interview welcome to tony martignetti non-profit radio coverage of the national conference on philanthropic planning. Hosted by the partnership for philanthropic planning. We are in san antonio, texas, on the river walk it’s two thousand eleven october two thousand eleven my guest now is aviva benwikere and she is principal of viva shift benwikere charitable associates in tiburon, california. Her conference topic is what to do when the donor dies. It’s a pleasure to welcome her back to the show of evil. Welcome. Thank you very much. I need to catch you up on the latest news. I’ve joined the sharp group. Oh, well, you’re it must very late, because that comes after absolute it’s. This very new news. Okay, then what is your title with the sharp group i’m a senior consultant in in which office? I am the san francisco office. You are the san francisco was the sand on the west coast office to be the west coast. Ok, well, congratulations. Thank you very much. No more tiburon. Okay. Well, is san francisco near tiburon? I don’t even know. Yeah, tiburones. Just the other side of the golden gate. Okay. Okay, senior. Consultant, senior consultant. Okay, your topic. What to do when the donor dies? Let’s, let’s. Start with a rumor. I heard a rumor that i’m going to share with charity that someone close to the charity has died. What should the charity do? Well, it kind of depends. I mean, that’s a lawyer’s answer. It depends. Yeah, yeah. No, no. We won’t go there, but it it does depend on how well you knew the donor how close the donor was to the charity on what you’re going to dio certainly, in all cases, you’re going to find out who to write a condolence note too. If you don’t already know if the person was closer to the charity and there’s time you may water, go or send someone to memorial service. You want to be careful, though, about sending flowers and things like that? Because it’s not appropriate in every culture and unless you sure about the donors, religious, ethnic customs don’t send something, okay? Just a condolence now. But it could be appropriate to go yourself. Oh, sure. Goto a memorial service or a work or something and make, you know, make a point of telling the family. Members, you know how you knew the person and how important they were and what contribution they made to the organization, ok? Do we? Does it? Does it depend also on whether we have documentation of what kind of a gift there might have been for the charity, whether there is or isn’t documentation? No, because when we’re doing, you know, right after the person dies and we’re sending condolence, condolence notes and going to a funeral. It’s not about the money it’s about the relationship and if he knew the person or the person that was in alum of your university to have the chancellor write a note, it’s, nothing to do with a gift. Okay. However, if you have reason to believe that the person had included your organization in their state plan, then you need to start looking out for some notice. And again, it depends on whether it was a request. You need to get noticed within a certain amount of time that the estate is being probated or that there’s a trust. If it was a life income gift that your charity was, perhaps i’m the trustee of then you need to get the death. Certificate and stop sending payments. Okay, the notice of the notice that you refer to would be a notice of probate and that probate process one just explain what that i remember. We have your your repeat guests, so i don’t know if you were in jargon jail on the first time, but we do have jog in jail on the show. So for people who might not know what probate means, what what is that in just a sentence or two? Well, when someone dies, all of their their affairs need to be settled, and that includes everything from collecting all their assets and getting them distributed to the right people to collecting all of their bills and getting those paid they’re variations on pro probate is just the legal process on dh. It happens through the court of collecting the assets and redistributing them to the right people. The’s days a lot of people have living trusts, which do not go through probate, right? They don’t like that court supervised probate process, and the living trust avoids that process exactly to the extent that person’s estate is in the trust, right about how whoever is handling the estate. Basically has to do the same things just without lorts without question, right? Okay, but so all right, so the charity now has noticed one way or another. Either they know because they’ve been involved in a a life income gift might have been a charitable gift annuity let’s say, or they might be the remainder beneficiary of a charitable trust, and they’ve known that in advance. Or it could just be a simple request. And they’ve now received this notice of probate. Now that means that any of those circumstances, the charity has rights and responsibilities right after we talk about those little bit. Well, if it’s ah, life, income gift, the responsibility is to make sure that the tail end of life income gift is handled properly. First of all, was there a successor life income beneficiary? Because if there is, then you need to make sure that the new person is getting the income and it’s not going to the old person and let’s. Just talk about the other example of a will. If there’s a will, you need to find out what exactly was in the will. Make sure that you get the notice. Charities will. Any beneficiary is entitled to get notice if they have been included in a state of some sort, okay, and so let’s. Now the audience for the show is small and midsize charity, so i’m going to stick more with the will example because that’s the most likely for our listeners now they have that notice, but let’s say they don’t have a copy of the will because the notice doesn’t always come. The notice of probate on ly occasionally in my experience, comes with a copy of the will. Is it appropriate to reach out and contact the attorney that’s named in the notice of probate? Not only is it appropriate, but it’s really required ok it’s the charity’s responsibility to get that notice because if you leave me, no doubt is to get the document the world, because if you don’t know what’s in the document, how do you know that you’re going to get what you’re entitled to? Ok now, listeners, maybe a little apprehensive about calling a law legal office. A law firm that’s named in the nose of probate. How did they carry on the conversation? What are they? What are they asking for? They’re saying g, you know i am from x y z charity. We just got this notice of probate. We know that this was one of our donors. A close friend. Wait. We don’t know what this means. Can you tell us? You know, ask because asking questions and say, is there some documentation? Is there a will? May we have a copy of it, please? And of course, the answer has to be yes. Any experienced attorney experienced law firm will expect to be asked now, why do you say that? Thie answer has to be yes for the for the request for a will. Because, it’s a legal requirement that you’re given that documentation and that and that will is a public document at the person’s death, right? The will is a public document that trust is not. But any beneficiary of a trust is entitled to a copy of it. Okay? And not just gift portion the entire thing. Okay, and so i think it’s important to just spell this out because people may not know that they’re entitled to receive a copy of the wills you’re not calling the attorney, asking for a favor? Oh, no, no. No, no, no, that is something that charitable organizations need to get over there’s this idea out there, the charities are getting a favor that they should be grateful for any crumbs that they received. That is absolutely not the case. First of all, they have a fiduciary obligation, as you know, for the charity, their public organization to get the money. They have the same obligation to get the money that they’re entitled to as they have to invest the money that they have appropriately excellent, because they’ve worked hard to earn that gift, right? And the donor wanted them to have it. I think they have a responsibility to their donors to follow through and make sure that the donor’s intent actually is realized. Good. I like to advise that in that same conversation, when you’re making the first call to the attorney that you just confirm the contact information, sometimes the notice of probate will be sent to the general office of the charity, but we’d like the information to come to a specific person, and we’d like to love from tow have that contact information, anything more that you’d like to, well and the other thing. Is if you’re not sure who to write a condolence note too that’s where you can get the information, you know, did they have a surviving spouse or partner or, you know, other family member? Can you tell us the name the address, you know? Or if you don’t want to give us the address, can we send it to you? And you’ll forwarded on excellent advice, it’s very consistent with what i hear generally and my own practice too. Ask the attorney, you know, you write a letter to the the name the person’s name and then have the attorney forward it to the family member, you know, you’re dealing with people so it’s, you know, never mind the fact that this is a donor, this is a person with whom you or your organization had a relationship. So, you know, how would you behave if someone with whom you had some sort of relationship passed away? All right, so then after this phone call, we’ve received a copy of the will what what do we do now in the in the in the will example, you read it, you look and see what it says, you know, just stick it in a drawer and say, okay, we’ve got we’ve got a judge to know what happened, what it says, so it khun say, you know, say it says i give to my favorite charity twenty five thousand dollars. Okay, then you know you’re going to get twenty five thousand dollars that’s easy, you might want you call back the attorney’s office and say, is there an estimated time of distribution? What you need from us? You’re going to need our tax i d number if you don’t already have it, you may need our iris letter that we’re a non profit organization that’s easy, and then just keep a look out to make sure that you get it within the time frame that the attorney said, and it could easily be six to twelve months, maybe even more for the for the actual check to arrive, the actual check for you. Okay, what that’s pretty simple was more complicated is if you’re going to get the residue of the estate or a portion of it, and what that means is whatever is left in the estate. After all, the expenses were paid after everyone else gets their twenty. Five or fifty thousand dollars in whatever there is they’re supposed to get they’re supposed to get then there’s going to be something left over that is often the biggest part of any state and that’s the most complicated thing because you don’t know what it is. So then you need to ask for an inventory of the estate assets because if you’re going to get, you know, fifty percent of what remains, you need to know what remains and how the other part that the was spent. You want to know if you want to know how the estate has been managed on dh money spent because you’re getting fifty percent of what’s left? Yeah, you wanna make sure that what’s left is the size it’s supposed to be? Well, exactly right and that’s a little bit down the road? Because, you know, first, you need to know what there is, and then you do need to know what’s left and you’re set and you have to know, you know what fees have been paid and are those reasonable and and whether the assets on the inventory we’re ultimately sold for liquidated for an amount that is reasonable compared to what was on the original inventory? Because if there’s an inventory that says two million dollars, you know a piece of property in new york city, and then later on, you get in accounting. And, by the way, that’s, the other piece of it, you’re entitled to get in accounting, which is when the estate closes or is about to close. There has to be, i mean, literally an accounting of what there was, what was spent, what was paying when i was sold for. Yeah, and compare that. Because if you had this two million dollar piece of property on the accounting and it was pay, it was sold for two hundred thousand dollars. No what’s going on here talking alternative radio twenty four hours a day. Eddie hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Talking. Another concern in reading the will it is, will the designation for the purpose of the gift. You know what if in that request language that there’s something that the charity may have trouble carrying out? Well, that is why it’s it’s a really good idea if it all possible to get copy of at least the gift language from the donor while the donor is alive, this is something that comes up. I mean, this is should have thought of this before, but organisations often ask, should we asked the donor for a copy of the will or shouldn’t we in order to include them in the legacy club? And you know no, because that’s the cultivation tool, however you do want to get if the donor is willing to share it a copy of the gift language, not because you want to count up in advance what we’re going to expect. Tell the donor i want to make sure we want to make sure that we understand exactly what you have in mind and that we’re going to be able to carry out your wishes and there are no questions later on, you know that you have our arse name too properly, sometimes there’s like a local organization and in national organization, we need to make sure that’s the correct one. I’d like to see the tax i d number and make sure we were like, make sure that’s correct in the bequest. You can’t always do that because person doesn’t necessarily even tell you that they have a gift plant. But that is why, whenever possible you want teo, you know, as protect the donor’s intention. Are there instances where the charity should engage an attorney to oversee this process? Um, yeah, and it’s not always, but it’s pretty often whenever people of charity either don’t understand what’s going on or aren’t sure, or if there’s a dispute in the estate, even if the charity is not directly involved, get an attorney to either explain to you and even say, oh, yes, this is just exactly what’s supposed to be happening. Don’t worry about it or say oh, chu is this is you know this is not right. One of the things the attorney needs to or the charity needs to look for is that the costs and expenses of the administration are being allocated properly. It’s not just a matter of whether there was some real fraud that, you know, the two million dollar piece of property was sold for two hundred. But, you know, with it do they said oh, well, you know, there are all these expenses the siblings, air fighting. We’ll just assign them all to the charities portion, you know, it’s like no that’s, not okay. You need to pay attention, okay? And the charity might find that expertise on its board. Or maybe if there’s a plan giving advisory committee theater. Neto, help them with the process. That’s a good starting point. But i would suggest that there may be more work necessary than is just probono okay. And also the attorney on your board or your the committee may not have that particular expertise. It’s a good starting point to say, take a look at this. What do you think? You know? And then you say, who’s, who do you think we should hyre toe? You know, it could be a very good investment of weapons, especially if it turns out in that initial review, the attorney decides it’s a pretty complex case. And there is a likelihood of some kind of challenge. Or even without the challenge, then you’d need teo engage someone you know beyond just to make sure that your interests were represented appropriately. How about continuing stewardship with the with the family that’s important? I would not necessarily expect that the family is going to continue to give you more money. That may happen, but it is the gracious thing to do, especially if there was a fund that the donor set up, like for easy example scholarship fund invite the family to see the scholarships awarded, have the scholarship beneficiary write thank you notes, and who would you send that? Thank you note too well, you know, it could be the surviving spouse or the children or, you know, you need to find out who should be the recipient of that. It might still be the case that you have to go through the attorney it might might be, and that brings up another thing. Don’t forget to thank the attorney over good people forget that these requests wouldn’t happen without the attorney making them happen writing, writing the state documents and the attorney has done a lot of work in making sure that the estate is distributed properly and sometimes standing up for the rights of the charitable organization, so you’d like to be known as a gracious charity in the community, right? Right. You want to be known as a gracious charity, you want to get the attention of the trade, you want to get into situation where someone says, oh, i want to make a bequest to my favorite charity, and they said, oh, you know, we’ve had experience with, um they really don’t have their act together. That would be awful. That would be terrible. So you want, you know, you you’re not going to expect that the charity’s going? I mean that the attorney’s going to say, oh, this is a great charity. You should give them your money, but you want them to have a favorable impression because if there’s been a negative one, that one is apt to be shared. Yeah, yeah, all right, we’re going to end on the continuing stewardship note. Viva becker is the recently appointed senior consultant for the sharp group in san francisco, california, and her conference topic is what to do when the donor dies of evil. Welcome was good to have. You back to the show? Thank you very much, tony. Real pleasure. This is tony martignetti non-profit radio coverage of the national conference on philanthropic planning, hosted by the partnership for philanthropic planning. And we’re in san antonio, texas my thanks this week to paul connick stein for being a guest and viva bet occur and the organizer’s of fund-raising day or the national conference on philanthropic planning, where i interviewed aviva last year, we’re gonna have our first remote not in san antonio, but in new york city. Coming up june eighth, i’ll be doing interviews on the exhibit floor of fund-raising day at the marriott marquis. So if you’re going to be at that conference come by booth for fifteen, we’re very easy to find you’ll see bright lights and hear a lot of noise next week. Susan gordon of causes dot com is with me that site is a simple and valuable way for you to connect your supporters to an action campaign and to get new supporters, bring to your cause and causes dot com is free for charities. Susan will explain what that’s all about also professor gen shang fromthe center on philanthropy at indiana indiana university shares her academic research five, words to boost your fund-raising, check us out on facebook, check us out on the loo linked in page were on youtube, my channel, their israel tony martignetti khun, listen, live our archive. You’ll listen archive by checking us out on itunes at non-profit radio dot net. We’re on twitter. You can follow me, i’m at tony martignetti and use the show’s hashtag non-profit radio. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer and the owner of talking alternative broadcasting shows. Social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules, and as i said, we’ll be remote on june eighth, and i hope you’ll be with me next friday, one, two, two p, m eastern for tony martignetti non-profit radio, which you will always find at talking alternative dot com. I think the good ending. You’re listening to the talking, alternate network, getting anything. Thank you, cubine how’s your game. Want to improve your performance, focus and motivation than you need. 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