460: Beyond Local & Online To IRL – Tony Martignetti Nonprofit Radio

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This week: 

Beyond Local
We’re talking about scaling your community. Want to go regional? National? Global? Stay online or move to IRL? My guest from 19NTC is Emma Togni with Social Techno. This is our last of 32 19NTC interviews.

Online To IRL
Amy Sample Ward
continues our convo and focuses on in real life community building. Drawing on NTEN’s experience, she has strategies for growth and local empowerment, and shares resources. She’s our social media and technology contributor and NTEN’s CEO.

There’s more at tonymartignetti.com 

444: Your Ultimate Communications Toolkit & Automated Fundraising – Tony Martignetti Nonprofit Radio

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This week: 

Your Ultimate Communications Toolkit 
Our 19NTC panel of communicators explains how to develop your communications plan and the core principles you need to abide by. They’ve got templates, checklists and worksheets galore! They’re Vanessa Schnaidt from Cause Communications and Gabriel Sanchez with First 5 LA. 

Automated Fundraising 
Brian Lauterbach is from Network for Good. He reveals how automation can enhance your donor communications, engagement and stewardship. This was also recorded at 19NTC.

There’s more at tonymartignetti.com 

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Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. We have a listener of the week, actually. A retired listener of the week, Patty Donahue. When she was executive director of the Tailor Conservatory Foundation in Taylor, Michigan, she enjoyed my show and insider alerts. That’s what she said. What’s not to enjoy? Of course, we take her at her word. That gig ended ended just last week with her retirement. Congratulations, Patty. I’m very happy for you on the celebratory retirement time on. And now she says, Keep doing the good work that you do, Patty. I will. And a grateful community thanks you for your work. Congratulations on your retirement. Congratulations on being our retired. Listen er of the week. Oh, I’m glad you’re with me. I go through in itis If you swelled me up with the idea that you missed today’s show your ultimate communications tool kit. Our 19 ntcdinosaur of communicators explains how to develop your communications plan and the core principles you need to abide by. They’ve got templates, checklists and worksheets galore. They’re Vanessa Schneiter from Cause Communications and Gabriel Sanchez with 1st 5 Ella, then automated fund-raising. Brian Louderback is from Network for Good. He reveals how automation can enhance your donor communications, engagement and stewardship. This was also recorded at 19 NTC on Tony Steak, too. Summertime is planning time. We’re sponsored by pursuant full service, fund-raising Data Driven and Technology Enabled Tony dahna slash pursuing by Wagner CPS Guiding YOU beyond the numbers regular cps dot com and by text to give mobile donations. Made Easy Text NPR to 444999 Here is your ultimate communications tool kit. Welcome to Tony martignetti non-profit radio coverage of 1990 si. You know what that is? It’s a 2019 non-profit technology conference. You know where we are. We’re in Portland, Oregon, at the Convention Center. Thanks for being with our coverage of 19 NTC. This interview, Like all of ours, are eyes brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits make an impact. My guests at this moment are Vanessa Schneiter and Gabriel Sanchez. Vanessa is vice president at Caused Communications, and Gabriel is director of communications at 1st 5 Ella. But Gabriel welcome. Thank you, Tony into the show, Tony. Thank you. Thanks for taking time. Absolutely. Um so where your topic is ultimate communications tool kit, tried and true. Resource is everyone can use ultimate communications tool kit. That’s that’s, uh, pretty impressive. It’s not just the penultimate. It’s the ultimate, the altum ultimate. All right, we’re going to see I’m not in, but this is radio. Yes, Yes, you can do about your africa. I appreciate your information. Okay, uh, make you keep these promises. All right. Um what, what? To start with you, Gabriel. What belongs in a communications tool kit? Well, every every organization needs to tell their story. They want to tell their story in order to drive action and move things forward. And what we’ve learned and what I saw was my exposure to the kid was about three years ago is that there’s not a lot of learning in one place. And that’s what makes this tool kit So great is that it’s pretty much everything you need to know in one place that you can start from, and in order to both tell your story to engage your audiences, to talk to board members, to talk to donors, to engage members of the public, the people you want to serve. It’s just a great tool kit in order for you. Teo, help Dr Understanding of what you’re trying to do and to get people onboarding your mission. Okay, Vanessa. So what’s in? What’s in the tool kit? One of the components of our ultimate took it. Yes. So the communications tool kit offers best practices and really practical advice for every communicator in your organization. So everything from how do you make the case within your organization for the value of investing in communications, too. How do you put together a communications strategy to make sure that you have the right goals and tactics to drive that progress forward? And then we also get into a lot of different tactical element. So more specific surround best practices in media relations or how communications Khun support fund-raising effort. So it really is meant to be a soup to nuts, very breath oriented toolkit to help communicators at any stage of their communications journey. Okay, on who’s developed this tool kit is that the two of you and the third person on your panel who was not here, Courtney Clarke So the where is the where where is this from? Absolutely so. The the communications tool kit is authored by and created by Caused communications, which is thie first non-profit to focus on communications effectiveness in the social sector. The tool kit was originally published in 2002 last updated in 2005 and over the last few years has been undergoing this massive expansion and update project that Gabriel, as one of our partners, has been contributing Tio Courtney as well on DSO. Although it is authored by cause communications, it’s really important to us to make sure that in order for it to be as relevant as possible for today’s communicators, we receive input and feedback from the very communicators it is meant to help. So that’s where our colleagues like Gabriel come in in really helping us identify what kinds of resources and information e-giving be most valuable to them. All right and tool kit is something that’s available to the community without subscription or that’s right way. Find it. The communications took. It is available on the Cause Communications website, which is at caused communications dot org’s slash toolkit. In addition to the toolkit itself. You can also find five interactive digital lessons that we put together with the support of Courtney and her team at Form one. There are really cool way Teo get a taste for the rest of the content in the tool kit. So those those lessons are on topics ranging from branding to media relations to competitive analysis to fund-raising and measurement and evaluation. Okay, okay, yeah, everyone wanted to and Tony’s. One of the great things about the toolkit is that it’s intended for a broader audience, not just those involved in communications, but those who might be leaders of organizations. Or maybe they’re involved in development or other sectors because it helps those folks understand the importance of communications and the role it plays in order to help them do their jobs better in many ways. And we’ve seen this in smaller non-profits and smaller organizations, there is not a dedicated communication staffers. Sure, it’s distributed right, or sometimes you have many people who are directors of development and communications. Those are two big jobs, right? And so having an understanding of communications is very helpful, and and that was one of the original intentions of the guide was to help him just inform and make that case for communications with within organizations so that they make that nothing. Because communications is actually a time saver for a lot of leaders for executive director Seo’s of organizations, because it will reduce the amount of time they need to communicate because they’re essentially putting an all in one place, as opposed to having Siri’s of meetings and check ins and putting out fires. And I know Vanessa was very careful to say at the outset this for all communicators. So you’re going that it’s irrespective of your position. If you’re facing the public. Well, maybe not even his could be internal communications as well, right? That’s right. And I just had a breakthrough moment That’s right and trainable. I’m tryingto wonder. Okay, it’s not about me. It’s not what you think. Communications these days is not just a roll. It is a a practice, and we want to make sure that the toolkit is there to support anyone in a non-profit, or social sector role. Regardless of what their title says On there there business card. Everyone is a communicator these days and has an opportunity to contribute Teo Thie, expanding the reach and the impact of their organization. All right, it’s time for a break. Pursuant, they’ve got a podcast. It’s go beyond hosted by their vice president, Taylor Shanklin, who has been a guest on this show and the friend of the show. Recent episodes are self care for leaders and four digital trends for 2019. That’s just a little sample you’ll find Go beyond at pursuant dot com. Slash resource is now back to your ultimate communications tool kit from 19 NTC since caused communications. Does this for the community so generously give a shout out? What does cause communications do so? Caused communications works to support non-profits and foundations, strengthened their impact and a cheat their mission through stronger communications and marketing. So we do that by making available tools and resources and trainings for the sector. And then we also offer consulting services as well. All right, how about 1st 5 L. A. What about Gabriel? Well, they’re all about kids. Did you know 90% of the child’s brain is developing aged five? That’s a critical time. They did not know that it’s a critical time, you know. I know we’re making a lot of connections here at NTC, but the inner child’s bringing your making 1,000,000 connections a second. So it is a critical time for childhood development. And so voters, in their wisdom 20 years ago dedicated a tobacco tax to help fund programs. And we’ve now shifted to advocate for early childhood development programs like developmental screenings, preschool access and other ways to help help kids grow ready to succeed in kindergarten and in life. And so what we’re dedicated to doing is helping improve systems, make him work better for parents and their kids so that these kids grow up to do great things. You have communications principles that I derive from your world is not the principal’s themselves, but principles for day to day and long term. Gabriel, you start to take off the first of what I hope is gonna be many communications principles that you’re going to share with listeners. Well, I know it. In my part of the presentation I made yesterday, I was talking about how it’s important to think of all communication strategies and turned them inward for internal communications. I know you mentioned earlier about my breakthrough moment. Don’t gloss over it. No, course not. There’s a great breakthrough because your staff is one of your most important communicators right there, the ones where, in the age of social media, where everyone has a public persona and their posting on social media, everyone has the potential to be a spokesperson for your organization with you. Like it or not, that’s not to simply that’s not to scare people. But it’s also to remind him of the opportunity you might have in that you can reach new audiences is if you’re pursuing internal communications, which helps you with your organization. Alignment with helps you with your brand ambassador type type of programs, as well as employing engagement. So if you’re using internal communications, where those goals you’re going to help build your brand in ways that you might not, you can’t do officially through your official channel. So so oil that principal down to ah sentence. What’s the principle here? Think of your staff first, okay. And then, of course, you know not to negate everything. You just said that, like sometimes I like Boyd points. My I’m not sure my 1st 5 years were formative for my brain. I’m sure they were. You’re sure they were Tony? Not sure there was robust. They ought to have been. OK, but you gotta You gotta communications principle for us. Sure. Just Azaz Gabriel mentioned to put your staff first. We also believe in putting your strategy first. So more than we do a lot of polling and surveys at our organization on DH. We’ve learned over the years that while more than 95% of non-profits say that they value communications and its role in helping them achieve their their mission, less than half of non-profits have a dedicated communications plan. I’m not surprised by that. All right? And so the process of putting together a communications plan that aligns with your organization’s strategic plan is a great way to make sure that all of your efforts are working in unison with with each other and that you can really prioritize your time mean we all know that non-profits have way too much on their to do list and far too little time to get that done. And so a planning process can be a really helpful tool and making sure that you’re focusing on the most important things first okay. Have a communications plan. When I say okay, now, I presume the tool kit will help you develop your communications plan. That’s right. It goes over all of the basic elements of a communications plan. It even includes some tips for how to make the case for why you’re senior leadership should support the development of that plan. All right, Wei have more principles doing Gabriel have Ah, well, the principle you can share. I was talking about earlier my presentation how you can apply a crisis communications approach right to internal communications. When you’re going through a time of organizational change. Now I’ll give you four quick steps for crisis communications, and I’ll talk about how you can apply them internally. And that’s you want to be able to one. Somebody sounds their phones. I don’t Gabriel just took ownership. Go. Alright. Alright. So crisis averted. Okay, so yes, crisis cubine. How you gonna respond to this crisis? First on the show. I’ll use this perfectly as an example. Number one you ignore. Assume it was a crisis. Yeah, Yeah, but never one. You would acknowledge the situation. Hate. My phone went off, Took responsibility. Didn’t just late that it lay there. You got somebody else? Everybody stare out. Exactly. Step two is you take responsibility and you say you’re sorry, Tony, I’m sorry. And three, you explain what you’re gonna do next. I’m going to turn off my phone so it doesn’t happen. It ever happened again. Never happen again. And then for when? Hopefully you invite me back, I could remind you. Hey, I turned off my phone so that we wouldn’t have the same problem that we did last time. So what about the appoint? A blue ribbon panel? Isn’t that know me? Or is that you could put that in there? That old school? No. No, you can’t do that. It’s important to fact find. But it boils down to two. And step three, you want to explain what you’re going to do, right? And so, in times of organizational changes, the same thing, right, because you you work. You talked with plenty of non-profits. They’re always changing their adapting to new conditions. And sometimes it’s hard because it’s your staff that have are going through that, and you need to be able to explain its home. And sometimes some things don’t go The way you you wanted to. You need to take ownership of that and explain what you’re going to do to fix it. Okay, so it’s taking that same approach, you lying crisis communication and interns to your internal stand in times of change. Exactly. And in many ways, the best crisis communications is actually pre crisis planning where you’re averting crisis. That’s what you want to go to. So if you think of it that way and you’re applying those principles, that’s an external strategy. But internally, it’s a great way to keep people in line to keep people engaged and motivated. OK, Vanessa, you it’s your turn. You got communications principle for us. I do, and I’m going to let you in on a little secret. Tony. So we hear a lot about the importance of nailing that elevator pitch right? Well, I’m here to tell you that there is no single elevator pitch that is going to be the magic bullet for your organization. In fact, you need to tailor your message, depending on who you are speaking with this so there’s no one size fits all solution. There’s no one size fits all message, so it’s really important that organizations as they’re developing messages, think about what is it that really motivates each particular audience group that you’re trying Teo engage with and then create a bridge between the messages that you’re putting out there and the mission of your organization with what what your audiences really care most about. So in a sense, it’s using your it’s. Using your audience is motivation to connect that back to your organization’s mission. Alright, so, Taylor, your messages. Here are your messages again. My fundamental brain capacity. Tell your messages. Yeah. Now I have had guests who have gone through the exercise of having their board learn a new elevator pitch. You’re it. Sounds like you’re welcome. Tto disagree with other guests and but on the show over in Have we had this show in half years? Certainly everybody is not monolithically thinking so. The uniform elevator pitch not so not so helpful, you think? Well, I think there’s definitely a time and a place for developing that that pigeon, and it is important to equip your board members, for example, with some really simple talking points that they can use. But what’s going to be most effective is if that boardmember then has the comfort level of taking that message and really making it their own riffing on it, depending upon who they’re talking about. You talking? So yeah. No, I don’t I don’t know that this guest was recommending, you know, rote memorization of the identical, The identical pitch for all you know, whatever. 12 boardmember tze Maybe it was just talking points, okay? And then you should be as a boardmember. You should be comfortable enough tow Taylor that message And I said riff on it. Based on who you’re talking to, whether it’s a funder or somebody at a cocktail party, fundez becomes more. Just to be sure, the audience that you’re talking to, we got more principles if you want to keep going. This ping pong thing with are we have re exhausted communications principles. Well, I was going to talk a bit more again about internal communications and how critical it is. And I think another principle is linking the two where you should think about your external strategies and open essay was talking earlier about having a communications plan and strategy, and you should have internal communications in that same breath. You shouldn’t think of it is afterward, or a bolt on our Oh, yes, we’ve got to tell the staff, too. It should be within the same breath as you’re talking about it. You have your audience. Is your internal staff should be on that list as well. Doesn’t have to necessarily be number one, but it should be included so that they’re not thought of as an afterthought. But instead, you’re looking to engage them because one of the principles I was talking about is that your need to love your staff because those are the ones who are helping you to get the people you want, which is donors or media coverage or what have you. And they’re there for you. And you have to respect that. And you also need to look at it to where? Another way. A practical way to look at this is if you can’t sell an idea to your staff the people that are most bought into your mission that says I agree with what you do, I’m going to show up here every day. Do you work for that? Yeah. Then maybe your idea is not good. Okay. All right. So again, internal communication with urine. Think about it. It’s half in your eyes. You’re planning your own communication. Exactly. Think about stuff, okay? And building on the whole idea of tailoring your message to your audiences. It’s also really important. Don’t assume you know what your audiences want, but how do you find out what they want? Well, you asked. Um, it’s a really simple principle, but one that is often overlooked by non-profit professionals today and asking your audiences or understanding what motivates them is isa really easy way tio? Understand what what motivates them, how you can more effectively introduce your organization to them. And it’s something that we did as we were updating the the communications tool kit. So that’s where we brought in communications directors like Gabriel or implementers like communications interns or program managers or development directors. Folks who maybe don’t have communications in their title but have almost in a default kind of way, become the primary communicators for there. They’re non-profit, and so we brought them all together. We had several different workshops where we sat back and we really listen, Tio, what is it that you need in your day to day life? on. We were able to replace some of our anecdotes that, quite frankly, were so old. They become folklore in our organization with a really wonderful insights that let us know what today’s communicator needs in this digital era, where with the democratization of of communications and social media, everyone has a megaphone on their cell phone. What are some of the audiences that we might be talking to? Sure. So audiences would include board members who are not only an audience but also a messenger for your organization. You might consider talking to your donor’s. Think about speaking with your volunteers, folks who intern with you and also individuals who benefit from this from the services that your organization provides. Could even go broader. Mean journalists could be part of your communications plan. That’s right, whether that’s sort of, you know, outdated press releases or that maybe people still do them because you have to. But building relationships with journalist that’s right, could be a potential funders. People in the community government, depending on their work, the work you do okay, all of the above, all the above, and then they used data they want. They want information in different formats. A journalist, you know, might want bullets that they could carve a story around or craft a quick interview for. And then you have to know that they’re on a deadline versus funders would want more, more, more data. Rich Moore. Outcome driven. And not so much a headline and a lead. Exactly. Okay, I think you hit on something there. Tony is again twice in 20 minutes. It’s amazing. I think that the best point is stop. We’re wrapping it up is have a story. You have to have a story. You can’t just say we’re doing this. It’s great. You need to be able to explain it, and I’ll give you a quick tip. And this is something that you is gonna help you connect. You want to be able to Both are three things. You want to personalize human eyes and dramatizes story. You need to be able to make it two. In order for your story to be effective, you have to be able to personalize it. Say it affects people, might hurt them or health. Um, you need to humanize it. And so that way, in a sense of they can empathize with what’s going on and then you need to dramatize it. Need to say like there is some urgency there. We’ve got to fix this or else people are still going to be getting hurt because you could certainly talk about a number or statistics or fact and saying 1,000,000 people you know are affected by hunger every day or what? Whatever kind of fact, you figure. But it’s just a number that’s tends to be abstract. Yeah, no, we know you want to get storytelling, and I like your personalized human eyes and dramatized train. All right, let’s, uh we’re going to move away from the communicate buy-in principles. Now, you, uh, you talked about some best practices for moving a printed piece online. You say pdf doesn’t cut it. Or maybe maybe a. Pdf isn’t bad, but it’s not sufficient. May be necessary because it’s so common. A format. So what’s, uh what’s the trouble? Vanessa? What way? Not getting right about moving? Our resource is online. Well, so pdf so are still a valuable way tio share and communicate information. But as as you’ve pointed out, it’s no longer sufficient as thie on Li Wei as more of us are accessing resource is from our phones. Thie action of downloading a pdf is really cumbersome and not very convenient for today’s communicators. And so, as we’ve been updating and expanding Thie, the communications tool kit we were thinking about OK, how do we make sure that the content is not only relevant but as accessible as possible so that folks who actually use it on DH in that process we’ve partnered with Form one and came up with some really fun solutions for How can we break free from just relying on this This pdf and taking some of the content and best practices and concepts from our toolkit and putting them into a format of these interactive digital lessons. So giving people a chance tto learn by doing, giving them a chance to go through some fun exercises from the convenience of their their phone on DSO. In partnership with Form one, we’ve got these five great lessons on our website. It caused predications dot org’s slash lessons and those cover co-branding fund-raising measurement and evaluation, competitive analysis and and give you a chance to try it out right there. I think one of the other great things, too, is it? It’s much more share a booth challenge you have with Pdf. If you find a great lesson, you say, Oh, you want to share it with somebody? That’s a Tony. I want to send you a tip. I would say chicken download the pdf look Att Page 15 in the bottom right corner for the tip I’m talking about. That’s really hard to do. But if instead, if you have it where it’s much more digestible in a digital format much more cerebral and it’s going to help you, you’re gonna get to what you need quicker. What are some of these formats alternatives that we’re talking about? What you visualising data obviously. Pdf No one duvette Well, we’ll talk about one dimension ifit’s green. But pdf not very rich in visual ization. What are what are some alternatives? Sure, so there are no great infographics that you can put together, but something as simple as a pole Khun B. Really engaging, so putting together little bullet points and in fact so putting content together in smaller, digestible formats that is going to be a lot easier not to not only consume, but as Gabriel mentioned share So a wide of a wide range there of a different ways that you can consume that information. Okay. And a lot of organizations, they have a lot of great content already in these Pts, which is not t knock that. But it’s an opportunity to look at what you’ve done in the past and think about how you can reformat it where it’s much more digestible and terrible. So that way it doesn’t feel daunting. Thatyou have to redo everything. The contents there just think of ways you can make it more digestible by asking what your audience is looking for, what has been the most interesting or what’s the most thing you get. Most asked about his organization. Have that up front. Okay, Yeah, I gather the pdf is not going away, but it’s no longer sufficient because this is the 2nd 2nd panel where we’re talking about. In fact, the title of the other one yesterday was No one is reading your pdf like something like a great panel. I went there. Yeah, you stole their content later. No way were aligned when you recorded it and made it so much easier. Well, yeah, so I I Maybe, I guess. Yes. Pdf sorr no longer the and all. That’s right. And it was so much more we could do visually. Exactly. And it was really through that process of listening to our target audiences for this tool kit that we came to that conclusion on. So it was It was insightful contributors like Gabriel who who let us know that it was It was okay for us to experiment and to get a bit more creative. So in this way, we let our audience is be a barometer for our risk taking. Okay. We still have almost three minutes left together. Let’s spend a little more time. Two minutes. What else? What else did you sharing your 75 minutes with you already? And we haven’t talked about yet, but I was gonna share one of one of them. One each. It was you. You tend to grab the mic. Go ahead. Go ahead. I’m conscious of it. Thank you. We’ll get her share. I wanted to share some information. We ask tips from our audience. What is the best piece of communication advice? David, What you hear? And one of them I That was fantastic it is. Tell the truth. I mean, you want to put it in context with stories, but tell the truth. Great piece of advice. Good, especially in our current in political and government environment. And tell the truth, I shouldn’t need to be said. But it’s important to say Well, we also heard Keep it simple, don’t overthink things and test test test along along the entire process on DSO that really that really showed us that there was incredible wisdom in that room. And really, the most important tool in our tool kit is each other on DH. There’s an entire network here on DSO. We’re thrilled to be here at 19 and NTC to be able to tap into that that wisdom on DH, share it with our colleagues back at home, all right, and the way they are sharing this wisdom is by having you go to cause communications dot org’s slash tool kit for the ultimate communications tool kit, and you can also go to cause communications dot org’s slash lessons for the pdf alternatives. That’s right. Alright, they are Vanessa tonight, vice president that cause communications, and Gabriel Sanchez, director of communications at 1st 5 l A Thanks so much. Thanks, Tony. Thank you. Don’t hear opportunity. Thank your local. Thank you for being with our coverage of 1990. See all our 19 ntcdinosaur views brought to you by our partners at Act Blue Free fund-raising tools to help non-profits make an impact. We need to take a break. Weinger SEPA is They’re accountants. You know what they do. For goodness sake, do you need help? You help your 9 90 Need a fresh set of eyes on your books? Ah, some other kind of financial related accounting related audit. Possibly help you know where to go. You start at wagner cps dot com. Do you do diligence there and then check out, then talk to your coach to Don’t just check him out. I mean, you could see him on the website. It’s one dimension talkto pick up the phone. He’s been a guest. He’s not going to pressure you. He’ll tell you honestly whether Wagner CPS can help you or not. Get started at wagner cpas dot com Time for Tony’s take two. Summertime is planned. E-giving planning time. This is an ideal opportunity. You’ve got a little relaxed schedule. Your boss does. Maybe the board needs to be involved, too. And they do also. Probably no board meeting’s over the summer. So the you can work on your proposal your plan and, ah, pitch it upstairs where it has to go and get some attention paid to it so that you can have, ah, fall rollout or maybe a January rollout. So I think this is a good a good time to be doing that. Um, As you know, I recommend starting with charitable bequests those gifts by will for your organization that might be the place to stop. That might be. Your entire plan is just promoting charitable bequests. You could go further, but you don’t have to have a very respectable program with just request. But any case, bequests are the place to start. That’s where you want to begin your plan. There’s a little more from the beach on Ah, Cancun, Mexico, in the video at 20 martignetti dot com, And that is Tony. Stay, too. Now here is automated fund-raising. Welcome to Tony martignetti non-profit Radio coverage of 1990 si That’s the non-profit Technology Conference in Portland, Oregon, were in the convention center This interview like all our 19 ntcdinosaur views is brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits make an impact. My guest at this point is Brian Louderback. He’s vice president of programs and capacity building at network Fur. Good. Brian. Welcome. Thank you, Tony. Absolutely great. To be here is always Thank you. Thank you. And your topic is three ways automation will make Sorry. Will modernize three ways. Automation will modernize your fund-raising. This is like the click candy of seminars. Three ways. Seven steps. You’re familiar with our work rhymes for things you didn’t know. All right, all right. Exactly. Um, I am familiar. Listeners are familiar, but go ahead for the new listeners who may not recall what is the work of network for good? Sure. So what we’ve done is really taking a legacy of, I would say online giving enablement when we started 15 years ago and helping provide non-profits with a space to conduct philanthropy online and teach him how to do it. That mission has really evolved over the last day decade, and now what we’re doing is taking all those dates and data and with renewed determination have a set of products that really helped new to fund-raising executive directors Or certainly first time development managers create an infrastructure that’s going to enable Mohr annual giving and certainly from individual gifts on DH to infuse a little bit more revenue and retaining donors into their non-profit bloodstream and remind listeners you were last on with Lisa Bonano. Yes, you were. You were remote. You were supposed to think you were supposed to come to the studio. Yeah, Couldn’t make it. Southwest Airlines was not cooperating with our schedule going from the airport or something. I did? Yeah, they’ve grounded the plane and everything you know? Not really. They would have a via say Sure on DH. That was when we talked about the work of network for good. Listeners can find that at tony martignetti dot com, But for today we’re talking about automation. Yeah, So what’s the trouble? Why are non-profits slow to adopt? What? Wait, Give us the headline here. It’s a little bit of everything. Our experience has been in helping about 200,000 non-profits for the last decade. Obviously, we have access to a lot of data and what we’re seeing is a CZ we from the outsiders outside perspective. Rather, there’s been a tectonic shift in how consumers interact with the world and consume content. It’s now Khun B personalized Curie. Eight curated and the frequency of it can be controlled all by the customer, the consumer. And so what we find is in trying to push non-profits in that direction. Two things happen. One. There’s sort of this legacy belief that because we’re a tax exempt were somehow non-cash were technology exempt. You know, in the sense that well, we’re non-profit, people should know that we don’t have to do all those things because we’re put bing over money and programs, and rightfully so. But in this day and age, what we see is you need to invest, Yeah, you Not only do you need to invest, but you need to embrace and exploit the functionality because we see a need to be to really create a relationship with a donor at every level at least, and using digital technology to do it at scale. Because I think as we see the a massive influx of millennial donors and certainly lagging Gen X donors, they interact with the world in ways that a number nine envelope just won’t facilitate. You know what I mean? And so what? What the need is is not only to raise awareness about the need of technology, but let’s help that small or beleaguered or emerging nonprofit organization do it the right way by not only embracing tech but embracing what automation can bring from a proper tech stack. You know, you didn’t say the phrase, but I’m thinking as you’re listening to your scarcity mindset, Yeah, we just we’re non-profit We can’t invest in in writing in digital automation. You know, our manual processes have worked for so long, so well, right, we have volunteers will come. Exactly. But so and I actually, you know, acknowledge. Ah, that perspective. However, how do we know as a non-profit that we’re doing well? Is it because we have a 30% donor-centric retention rate and set a 25? And so I think what what our sector needs to do quite frankly, is to look in the mirror and demand Ah, hyre level of output and strategy and really, you know, donor-centric City to use a cliche. But you know, donor-centric fund-raising That’s nothing new we talked about it for decades, right? But But the idea is centralising. Yeah, the donor’s preferences over what is easy for the fundraiser to execute. That needs to be the discussion and how to get that done. Because in a world where we can subscribe to anything that we want through a Web platform through online, look at Netflix. I mean, Netflix does not renew its customers by sending them a letter 30 days before their subscription is going to expire, right? And so the idea that we, as non-profits Khun, do that in a household that is heavily digitized and automates all of its payments. Teo, certainly, you know, their mortgage utilities, and then everything they do is generally online. I mean, even my grandparent’s don’t send me a $5 bill in a card anymore. You know, I get noticed from Amazon that Grandma Lauterbach just, you know, give me $50 have to go online to retrieve it. So non-profits cannot continue to hold up their tax exempt status and the fact that we’re a charity to absolve themselves from the tectonic shift that has happened now and how consumers interact with the world. Let’s start with storytelling. Yes. I don’t have too many too many panels this this year on storytelling. Okay, I have in past years just I mean, it’s so general. What? You know what? What can we do digitally to automate storytelling, making more effective all the things that story would be compelling? Heart wrenching? Yeah, moving, Make it about. Make it about the people you serve as opposed to the money that you need. You know, non-profits have perfected ways and hyre consultants to figure out even more creative ways to frame their financial need. Well, as far as I know, there’s one point 3,000,000 and counting non-profits out there that all have a financial need. And so it’s not necessarily to distinguish yourself from all the other non-profits, but if you do it right, you do it automatically and distinguish yourself. And that is talk about the unique impact of your mission. Start quantifying outcomes instead of outputs. You know, it’s not enough to say that we feed the homeless. How many people do you feed on a weekly or monthly blazes? And how does that mark mitigate the problem in that community in that neighborhood? Let’s talk about impact. You know, that’s that’s the impact, not the outcome, right? Right. Outcome is a number of meals because I think what non-profits need to do is understand that I believe and see that donors aren’t giving to non-profits. They’re giving through them. And what I mean by that is in effect, donors are outsourcing their desire for public good and impact in their communities to non-profits who have demonstrated they have the capacity to execute and achieve programmatic outcomes. So if we’re not talking about that, two donors were wasting, you know, we’re we’re wasting column inches, so to speak, on paper and email on websites. Talk about why you exist and what happens when you are fully financed. The goal of a non-profit isn’t a balance a budget. The goal of a non-profit is to achieve a mission based outcome for its community. Where’s the automation? Come in. How do how do we use automation? Yeah, tow have these successful stories, right? So what it comes from is fusing together the available channels to us and, you know, let’s just keep it simple for the moment. So we have email, we have direct mail. We have social media and text. And so the idea is we need to leverage automation to fuse those channels together to create an actual donorsearch spear. Ian ce. Because the goal is, you know, I would say we’re moving beyond a era of Doner management to a new era of donor and engagement. And so a lot of the terrain donorsearch from Doner Management. A donor engagement. Okay, Yeah, yeah, of course. Right. And so into the idea that one communication and annual report or invitation to a cultivation event is somehow you know, that combination of things ends up constitutent donorsearch stewardship. I think that’s really that’s limited thinking. What do you want to see instead, right? What? What didn’t start what I want to see. It’s what donors want to see. What donors want to see is the systematic communication of the impact that their gift or all gifts added up achieve for a new organization. So don’t tell me when it’s time to give again. Tell me when you are going to make more impact, and so in that message needs to get appropriated in texts, in social media and email, and then integrated with direct mail. I’m the last person that says, Oh, direct mail’s dead it’s not. It will always be a fixture in what it is and how it is. We communicate with donors, but I think you know what changes is, how many times in how many touches that particular channel could be effective to that particular segment. And so the rial need here is to think about how everyone consumes information, and it’s all done on phone or not all but we see a vast majority of it on phone. And the big headline here is age is no longer that determining factor for what channel’s someone will use to interact with your organization. Rather, it’s going to be a combination of multi touch that’s going to really drive a campaign message because, like, think about in the context of counter urine giving on. We talk about campaigns and data, but the reality is it’s only non-profits. Their campaign is comprised of a ah direct mail piece that goes out on some Magic day between the day after Thanksgiving and probably before the 23rd of December, and they expect these miraculous results and so on, and some of them get them because they have loyal, committed donor. Does that look past the channel? The message and see that logo and align with didn’t want to fly their flag. But the other side of it is that a campaign is the, you know, systematic communication of information to drive a group for people to get a result. And that can’t happen in one channel. You have to remind people, you know, it’s the same phenomenon where you send a direct mail peel out, don’t get a response. But then you sent an email out a month later and you see this Number nine come back into your office and that is proof positive that a multi-channel touch is what’s going to compel Mohr gift giving participation, but most importantly, Maur engagement of donors so sticking with his story telling talk about being multi-channel and digital. How do you feel about what’s your advice around? Because I pretty common practice empowering our are beneficiaries to tell their stories themselves. Yeah, you know, empowering them with the phone or some simple instructions. Sure, I think that’s well and good, but I think we would agree is a sector that is extremely difficult to get donors to jump through that hoop and make that, you know, make that make that commitment to take an action. I mean, I would argue, probably. There are many board of members of boards of directors that are slow to do that. And we all know about their accepted if you do cherry responsibility. So I think, yes, capturing the perspective of the donors is great, but they’re not the one delivering the program. They’re not working with the person that is the beneficiary of let’s capture the beneficiaries. Oh, yeah, yeah, yeah. Okay. Beneficiaries right is powering them. Yeah, I think to the extent that it’s possible, Absolutely. But, you know, in the construct of like human service organizations, it’s probably I think we all would generally agree that the people that we’re helping house feed and give medical care aren’t in a position or, you know, if we want to Mads low. This discussion aren’t really thinking about. Gosh, how do I help this non-profits? Really? How do we get it? But it’s time for our last break Text to give. They’re five part email. Many course dispels the myths around mobile giving. You do not have to be small double digit gifts. They can be in the hundreds. They don’t have to go through the donors phone company. Those were a couple of the myths that are dispelled. You get all the display shin of the mystification if you get there. Five part email many course. And to get that it’s one part per day. You text NPR to 444999 We’ve got butt loads. More time for automated fund-raising you Khun, you can solicit there. You can solicit totally. You know, selectively. Of course. You know we want to be careful about exploitation. All right, But But I think the first whillans Argo and another way I’ve had some guests recommended empowering the people who are delivering the services, like sort of putting the focus on them as the heroes of the organization and letting them tell the stories that they of the work that they’re doing. Oh, absolutely, in the conveyance of the benefits, right. But to do that, you need to have a technology or a system or a process to harvest all that great information and that storytelling byproduct for lack of a better term and bring it in and approach effectively appropriated and distributed to, among all channels to the people that care about the most. You could do that from direct mail to YouTube channel tio. Sure texting with Linc. Yeah, and this is not Teo marginalize any of those ideas because they’re not only are valid, they’re good and they’re best practices. However, most non-profits that’s not step one step one for a non-profit is to understand their O to have shared visibility within the organization. And it can be at the volunteer level two but a shared visibility around what the organization achieves and make sure everyone is communicating that externally. So it starts at a staff and volunteer level. And I would argue Stage two is enlisting the beneficiaries, let alone the donors, and delivering that message. Because until non-profit stop talking about their fund-raising go goal as the Rays on Detroit to fundraise, then I think there’s more work to be done at the organizational level. So I would say it’s about the It’s about a sequence in about what stage appropriate based upon the human and financial resource, is that I had that an organization has part of what you were talking about, and you mention this, but with cult action, the engagement, a cz, the cult action as engagement had. What’s your What’s your advice around technology and supporting that? Ah, so you’re automation automation? Yeah, So it is automation. You know, people kind of use the phrase, set it and forget it. That’s not inaccurate. But it kind of creates this belief that once we automate acknowledgement and engagement, then we don’t have to worry about those donors or that group or whatever the opposite is true. What automation allows you to do is focus on the things as a fundraiser that you always wanted to focus on, but never of time. And that is what is the impact or what the result from this email did this subject line work that is called action work? Did this text message get engaged with, and so it allows the fundraiser instead of worrying about, you know, getting the email out or getting the letter out, it allows the fundrasing think about what is what is the actual result is this channel for this campaign achieving what I need to? And then if it’s not how doe I re calibrate or optimized, how do we answer that question whether that channel is provided giving us our ally, right? Well, so the first step, you know, the natural inclination of a fundraiser obviously see like is it bringing in money? And that is the I would argue that is the penultimate metric, the ultimate metric. First, to figure out if you’re if you’re content and if your message is resonating, is people are people engaging with it? Are they opening? Are they clicking and so wants you? Once you’re able to measure the, you know, a hopefully a steady increase in the level of engagement, then I think that’s when you can start to go to the next, not the next level. But then the second consideration is it raising money, right? So because there are many great messages you can put out there that engage a donor that don’t necessarily have to quote unquote culminate with a gift or philanthropy eso I would argue that the number one metric that every fundraiser needs to be thinking about today and moving forward is engagement, as opposed to just participation, just the amount raised and the date that it came in. And when is it up for renewal because, you know, engagement. There’s, ah, hyre relationship between an engaged owner and a second gift alone increase gift. Then there is, you know, just how many solicitations do they respond, Tio, Um, you part of what you say in your session description is increasing efficiency. Yeah, with the fund-raising platforms, right? What? What can we do? So the way the thing about efficiency is like, I was, you know, I’m a dumpster fundraiser of 12 years right before he returned to a big bad consultant and then network for good and all that funds. And I would I remember 80% of my day wass in a delivery. Logistics. How do I get this email out? How does this postcard go out This invitation Go out. And and so the idea is, let’s be planned ful about what all those touches are going to be throughout the year. Let’s use technology to automate as many of them as possible so that we can stay focused on the thing that actually matter. What What are some of the tools that you don’t think enough non-profits air using or are aware of or or tools within platforms? Yeah. What what? What’s under exposed? I think what’s under exposed is like, for example, in the donor management systems out there. Are you able to produce text and email, let alone integrated with direct mail communication? I’m not talking creating a list or a segment. I’m talking about actual fund-raising cockpit, right? Whereby you Khun Sure, pull your list, your lead select and all that fun stuff. But then create and schedule campaign to deploy a text, deploying email also and then to produce a direct mail piece that works within that er that fits within that message framework on DH, then also the portability of that content over to social channels Instagram, Facebook, you know? So I would say that the thing that non-profits need to be looking for again it’s going back to my statement about we’re moving. You know, donorsearch will always be something we need to do and the highest priority. But we need to move beyond technology a zey donor-centric construct and think about in terms of donor gauge mint. We have to manage our donors and segment our donors so we know who to ask for what reason what time and what they want to hear, And how do we begin a relationship with them? So, yeah, it’s looking at at the platforms out there that allow you to doom or than enter and report and analyze data. That’s a critical thing that we always need to dio. But then it’s like, Okay, how do we How do we take the insights from that analysis and apply them to production and engagement? And so that’s that’s That’s where we’re going. I think that’s where we need to go. Is a sector? Is Mohr software companies looking at the what neat. What constitutes engagement and creating a optimal donor experience. And the donor experience just isn’t a timely acknowledgement letter or a nice looking website. Instead, it’s end end throughout the year. How are we going to make sure this person knows we’re doing the job they subcontract us to do with their $10 gift, let alone their $10,000 gift? Okay, Uh, you got some big ideas. You get something? We got some time. We got another full three minutes or so. What? What else you gonna share? You haven’t done your session yet? No, no. What else? You’re gonna sew one of things that were going to share tell people were so Network for Good is releasing a white paper that we did on will be released at the at our session on Friday, and then we’re going to share it with the rest of this sector. But basically what we did is three year study that followed 2000 non-profit organizations and knowns that use multiple channels of digital technology to communicate. And those that did not the headline here and this probably doesn’t surprise you. The headline is that those that used to arm or channels to communicate and solicit and thank donors and year and giving had a higher average gift by about 40%. And those that did. I’m surprised we need data to make this point. I know I’m not talking about being donor-centric and multi-channel well, multi-channel not as long as donor-centric right, but it’s been a long time exact multi-channel. You’ve got to go where the people are. Well, that’s the thing is like, I think what what the sector has lacked is and an example that we could be held up and pointed to a success. While it’s a commercial example, I love it and we deconstructed in the white paper what Netflix does to achieve a 91% customer retain tension rate. They simply used data, segmentation, text and email and then, of course, have great content online, right? And the combination of those things and everything that gets touched in the in delivering those things create this composite profile of their users, so they know exactly what to say and what exactly what? Content to position. Now, that’s an extreme example. But I use it because Netflix doesn’t have this oughta magical technology that does it all forum. They’re doing the spadework that every non-profit has the ability to do at any stage, right? You don’t have to have a full time digital fundraiser or a data analyst to be able to do this stuff. It’s about basic block and tackle and being planned ful as opposed to react. All right, so this is a case study of Netflix, and yet case the lessons for non-profits. It’s not out yet, not out yet, be released on Friday and then the whole sector the following week, where we’re going to get it so you can get it at network for good dot com on you confined it on Facebook A ce Well, yeah, and we’ll be launching on. We’ll have a couple of webinars around it to really present the findings. But most importantly, is to present some how to things that non-profit due to, you know, starting quote unquote tomorrow. One of things that we’re offering is a no digital navigation kit. Basically, how to make a case to aboard that they need to invest in fund-raising how to make a case, your boss, that you can work more efficiently with technology. Basically, it helps the fundraiser make a case internally that guys, we have to adapt. And here’s why. Because sometimes fund-raising our struggle to make that case to a board or two a boss. And so do you want to make that easy For part of the cases? You’re already experiencing it right through Netflix. Amazon, right, Zappos, your experience in this this seamlessness and this great experience they’ve all raised the bar we now need toe be dragged along raised, raised up to mix my metaphor drag along. But everybody’s experience Our donors are experiencing this everywhere else online way. You need to be there too. And we’re creating this cognitive dissonance. Everytime we don’t, we’re gonna leave it there. All right, he’s Brian Louderback. Hey, thanks so much, Tony. And he’s the vice president of programs and capacity building and networked for good. You’re very welcome, Brian. My pleasure. This interview, like all the others for 19 NTC brought to you by our partners attacked Blue Free fund-raising tools to help non-profits make an impact. Thanks so much for being with us next week. Yolanda Johnson. She’s women in developments. New president If you missed any part of today’s show, I beseech you find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits, Data driven and technology enabled Tony dahna slash pursuant by Wagner CPS Guiding YOU beyond the numbers weinger cps dot com and by text to give mobile donations made easy text NPR to 444 999 A creative producer was Claire Meyerhoff. Sam Liebowitz is the lying producer. Shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein of Brooklyn, New York. Thank you, Scotty. You’re with me next week for non-profit radio big non-profit ideas for the other 95% Go out and be great. You’re listening to the Talking Alternative network. Wait, you’re listening to the Talking Alternative network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in sometime potentially ater. Tune in every Tuesday at 9 to 10 p.m. Eastern time and listen for new ideas on my show yawned potential Live Life Your Way on Talk radio dot and Y C aptly named host of Tony martignetti non-profit Radio Big non-profit ideas for the other 95% fund-raising board relations, social media. My guests and I cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at Tony martignetti, non-profit Radio Fridays 1 to 2 Eastern at talking alternative dot com duitz. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? 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443: Giving Tuesday 2019 Part I & Candid – Tony Martignetti Nonprofit Radio

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This week: 

Giving Tuesday 2019 Part 1
It’s time to start your prep for this rapidly growing giving day, this year on December 3rd. Asha Curran, CEO of Giving Tuesday, gets you started.

Candid
GuideStar and The Foundation Center have merged to form Candid. Their respective former CEOs are with me to explain what it means for your nonprofit. They’re Jacob Harold and Brad Smith, Candid’s CEO.

There’s more at tonymartignetti.com 

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Hello and welcome to Tony martignetti non-profit Radio. Big non-profit ideas for the other 95%. I’m your aptly named host. Oh, very nice to be back in the studio live after several weeks pre recorded and I’m glad you’re with me. I’d suffer the embarrassment of Mega Lo Kyra if you handed me the idea that you missed today’s show. E-giving. Tuesday 2019 Part one It’s time to start your prep for this rapidly growing e-giving day this year on December 3rd, Asha Curren, CEO of giving Tuesday, gets you started, and Candid Guide Star and the Foundation Center have merged to form Candid their respective former CEO’s air with me to explain what it means for your non-profit. They’re Jacob Harold and Brad Smith candids. New president on Tony’s take to summertime is planning time. We’re sponsored by pursuant full service fund-raising Data driven and Technology enabled. 20 dahna slash pursuing by Wagner CPS Guiding you beyond the numbers whether cps dot com and by text to give mobile donations made easy text NPR to 444999 It’s a pleasure to welcome Asher current back to the show with a new title she is CEO of giving Tuesday the global generosity movement that we’re going to learn a lot about. She’s also chief innovation officer at the 92nd Street Y, but not for long. She’s a fellow at Stanford University’s Digital Civil Society lab. She’s at Radio Free Asha and giving Tuesday Is that giving Tuesday dot or GE? I should current Hello and welcome back, Tony. Nice to be here. Thanks for having me. It’s my pleasure. Thank you. Um So tell me about your this new, exciting title that you’ve got CEO of of ah e-giving Tuesday. I didn’t know like that. Sounds to me like CEO of Of metoo are I don’t know, how does that work or CEO of Christmas? It is pretty funny. Well, so e-giving Tuesday’s the movement and on DH movements have lots and lots of leaders and all those leaders Coke create e-giving Tuesday e-giving Tuesday is also how the leadership and has a new organization. And as you know, we have seen incubated at the 92nd Street y forgiving Tuesday’s the 1st 7 and 1/2 years and so we’re going to be transitioning to become independent, which is really exciting It doesn’t make a huge amount of difference to your average e-giving tease, a participant or or a fan or super ambassador. But it makes a big difference to us because it’s really interesting. Actually, they consider that for everything giving Tuesday has has done and for how much it’s grown in the past eight years. E-giving Tuesday has never actually had a single full time employees, myself included, and that just became an unsustainable situation. So the 90 Seconds she wide Belfer center, which I direct the full time leadership and giving Tuesday, needs full time leadership. And and so I’m going to be transitioning out to work full time on giving Tuesday and really double down on arika. Wonderful, you’re our first guest on about giving Tuesday was Henry Henry. Tim’s the CEO of the many secretary. Why, after the first after the very 1st 1 Andi have sampled it from time to time after that, So So this is a paid position, all right, Where does the where does the money come to pay to pay you? Is that is that from the Why? No way. Stop, That’s that part’s not really changing. We fundrasing freezing Tuesday we had fund-raising for years has been very generously supported by the Bill and Melinda Gates Foundation, so they will continue to support us and we will continue to raise additional funds as well to support all the different parts of the movement that that we want to support and cultivate, including our leadership team. Yeah, and what are the other leadership positions? I don’t I don’t think people know this And plus, it’s all brand new so but I don’t think I know that it’s not new. It’s actually it’s not brand new over there. Over the years, we have built up e-giving Tuesday team court what we call our core team because it’s really important to distinguish the are core team from the leaders that exist all over this country and all over the world who are leading like entire giving Tuesday country movement Right there. We don’t consider them part of our quarantine, but there’s certainly part of our broader community and our broader network. We all work extremely closely together, but our team of 10 is my self, A data lead. We have a strategy lead way, have a fund-raising and data support. We have a global community manager. We have a social media manager. So yes, there are definitely people that are devoting lots and lots of time, making sure that we amplify all the good work that giving Tuesday is doing all over the world. You know, sometimes we have, you know, certain strategic objective that come from us. But often what happens e-giving Tuesday is that we see something, something meaningful, something inspiring, something that we think a lot of tension organically emerging from the movement. And then we, as a team talk about how we can best support that. So there have been lots of different examples our community campaigns, for example, which are entire state or small cities or big town whatever that come together to create a e-giving Tuesday campaign that pulls together all of the different segments and sectors of that community and really reflects that communities, identity and population and a sense of civic pride so that we had no expectation that that who happened, We just had no idea when we first launched e-giving Tuesday and that first, you know, years that Henry and I were working on it. That’s not something we expected to see. It happened. And so our job as a team was to make it at six. Cecil, as we possibly could offer all of the additional support convening power, all of that to what was emerging organically. Another example is our country’s leaders. We had no idea getting Tuesday. We cross borders now, As you know, we we predicated it on Black Friday and Cyber Monday on Thanksgiving, for that matter. But I mean, that’s all pretty us focused. But almost immediately giving Tuesday started to cross Borders, and now we’ve We’ve passed 60 countries, so we spend a lot of time in this sort of Pierre learning ecosystem that those country leaders have come to comprise. Okay, I see so right, not new, but I still, I think, widely unknown. I think people think it’s all undistributed, and, um, I don’t think that’s commonly know that there’s this leadership team of 10. That’s really no, I think you’re absolutely right and partial Tony, that’s kind of fine design, like we’re not, You know, we’re not enough self promotion, you know, exactly minutes, and I think it’s really interesting. You know, a movement can be leaderless right and that there’s nothing wrong with that. It’s just a different model on DH. Movement can be leader full, and we like to think of it in that way that we’re not the only leaders of the movement. But we are way are certainly hear ourselves as its backbone. Yeah, it’s all. It’s all very new power to give old Marge Teo Henry’s book and he’s been on talking about. He was on talking about it when it came out. Yeah, it’s all very new power. So are the Are the 10 people going to be full time e-giving Tuesday employees or just US CEO? No. So what? We’re going to be full time team final e-giving on Tuesday, the full time attention it really needs and hopefully, you know, fingers crossed. Many will raise enough money. Teo even hyre. Beyond that, I don’t think we need to ever become a you know, a a massive team. I don’t think we ever need hundreds of people, but I do think that as we expand to all of these different countries as we get more deeply into data work, we certainly want to be as well staffed as we possibly can be to try to achieve everything that we’ve achieved. But we’re very nontraditional when it comes to fund-raising as well, because we feel like we could do good with whatever we raised, right? So if we raise $100 will do $1000 worth of good with it. If we raise $1,000,000 etcetera Will Will will always parlay that into into exponential growth, as we have so far. All right, Well, congratulations on this new transition. Yeah, that’s happening in just a couple weeks, right? Is it July 1st? Is that one? It is, indeed. It’s happening on a lifer, so it’s really it’s really coming up, and I’m very excited about it. Awesome. Uh, we all are. All right. We gotta take our first break standby for me, Asha Pursuing two. They’ve got a podcast. Ah, and it is Go beyond. It’s hosted by their vice president, Taylor Shanklin, who is a friend of non-profit radio, of course, and has been a guest. Recent episodes of Go Beyond our Self Care for Leaders and for Digital Trends. For 2019 you’ll find their podcast go beyond at pursuant dot com slash resource is now. Let’s go back to giving Tuesday 2019 part one. All right, so that’s, er good news. Fabulous news. Congratulations again. So let’s, uh this is going to be the first of two times that Will, we’ll have you as, ah have the pleasure of you as a guest and now honored to have you as a full time CEO. Uhm, that’s kind of like that’s kind. Like any sample ward, our social media contributors. She started when she was marketing manager or whatever. What marketing lead for? Not for non-profit Technology Network. And then when she became CEO, she I’m glad stayed on as our social media on DH Tech contributor. So you’ll sew in your new position as a full time CEO of e-giving Tuesday. Well, we’ll look forward to having you back, and I’m glad you’re here today. So this whole announcement, Graham. I’m looking forward to you. Thank you. All right, um, so let’s get people motivated. Who have heard of giving Tuesday? Still, there’s still some reluctance, but I see I hear that waning. It’s not like in year one or two where, you know there was there. Was there a lot of naysayers that I think, at least in the press that I read. I think that’s declined. They’re still occasional, but you know, that’s fine. I mean, they’re entitled to their opinions. But for those who need some motivation for being involved with e-giving Tuesday on December 3rd of this year, what can you provide? How it’s growing, how easy it is to participate, etcetera. Oh, boy, we’re to start. You’re gonna have to shut me up, Tony. Okay, we’ll start with Okay, Let’s start with a couple of common misconceptions. Maybe works. So one thing that I hear expressed a concern is that e-giving Tuesday’s encouraging people to move money around on different days rather than being additive. Uh, we’ve done extensive data analysis on this and you know conclusively that giving Tuesday is indeed providing a net list and giving. So, you know, I think the concern that you’re simply moving the donor from December 31st to December December 3rd is pretty misplaced. I think instead, it’s best to think of giving Tuesday as as an opportunity to be more experimental as an opportunity to be more collaborative, not to use the buzzword, but as an opportunity to beam or innovative. I think that these are all muscles that be non-profit community really, really needs to flex its an opportunity to become more more digitally literate on fluent and and again, I think that that’s the muscles that the non-profit world needs. TTO play. So we see a lot of money being raised. Obviously, on the first e-giving Tuesday, we were able to count $10,000,000 being raised online, and they were able to count because, as we all know, data and the sexual notoriously poor and were able to count simply on aggregate total of the different transactional platforms to give us numbers and we add them all together. So that was 10,000,000 in 2012 and it was north of 400,000,000 this past e-giving Tuesday. And that’s that’s $400,000,000 that is made up of gifts, on average size just over $100. So we’re not talking big philanthropy here. We’re talking the grassroots e-giving. Our data also indicates, but be, uh, about 1/4 of giving Tuesday. Donors are new and about 75% are consistent, so it’s an opportunity both to rally your supporters that you have already and also to engage new ones so that sense of experimentation is often around. How could we speak to people in a new way that really gets them engaged with our cause or our issue? It means playing with a lot of traditional assumptions. And what I see a lot of is sort of operating, making decisions based on quote unquote best practices. That might have been true 10 years ago, even five years ago. That simply aren’t true now. And so I think it’s a really good opportunity. Just start from the ground floor, right? If you if you didn’t thank you. If you thought you didn’t know anything about donorsearch gauge Mint or stewardship, what would be the things that you would try? WAY have over 80% of our participating non-profits report to us that they use the day to try something new. To me, that’s a big metric of success. Even if they don’t make their goals because trying something new, that sense of experimentation bye collaboration. I mean reaching out to other organizations to look at them as mission aligned collaborators rather than competitors, as we so often do. We see a lot of that around giving Tuesday, and it really requires taking a step out of your comfort zone. But the lessons learned from things like that and the new muscles being strengthened, our things that benefit and organization all year round. Once you once you learn new lessons, you can’t unlearn them. So we don’t think of giving Tuesdays. Just how much money can you raise on this one day? But really, how can you think differently about engaging people around your mission, right? Not just around your bottom line, but really reasoned that you are the reason that you exist. The thing that you were here, the tackle okay. And the sector has been talking a lot about for years about collaboration. I I’ve heard it Mawr in grants, funding applications, clap teamwork, collaboration with other non-profits. But you’re talking about it in the digital space. So it’s it’s it’s billing over From from what I thought was the genesis of it, which was foundations wanting to Seymour collaboration. Yeah, I mean, when I when I talk about the kind of collaboration I see on giving Tuesday as far more than digitally, you know, we see groups of arts and culture organizations, groups of immigrants, rights organizations, groups, of women’s health organizations are looking out for each other to try to really Coke create not just a fundraising campaign, but really a storytelling campaign and awareness raising campaign. So it becomes less about how much can we raise versus them? Where’s our logo gonna go? How much credit are we going to get? And much more about we all exist to tackle this same mission. How creative can we get in telling a story about why this cause is so important? So I draw a real distinction between transactional collaboration, which is much more along the lines of I’ll scratch your Back, you scratch mine and transformational collaboration, which really involved taking the strength of different organizations and, frankly, different people. Right, because all of this stuff is actually driven by human thought organizations and bringing them together to create something entirely new. So I’m very in favor of that latter part of that lot of definition of collaboration, which also carries, Let’s face it, more risk right in giving up some control over exactly what you’re going to do in the first roll over some of your data, things like that on DH. I’m very much of the mind, that kind of risk tolerance, something that we that we very much wanna build If I’m in an organization and I want to raise this with my vice president or my CEO, how do I start to get buy-in? I’m going to find something that e-giving tuesday dot or gets going to help me get some organizational buy-in or get some talking points that I consulted. Thing. Raise the conversation. I think you know, doing this accessible giving Tuesday campaign. First of all, it doesn’t have to be its resource intensive. So that’s one way to get buy-in, right. Any any good leader should be encouraging their employees and not just only their senior employees, but all of their employees to really think creatively and to try new things and have some tolerance for failure. So I think trying something new on giving Tuesday can can be a pretty light lift financially, and that’s one way Teo that’s one way to sell it. Pointing to the data is another way, right? This is This is something that’s raising people a lot of money that’s forcing people to think different organizationally. That’s become so much greater than just a fund-raising Day that you know the reasons to try it are ample, and the reasons not to are few. It’s not going to do If it doesn’t work, it doesn’t work. We’re not about every single person participating e-giving Tuesday. But I think if you do go on giving Tuesday website way, always say there’s no such thing as stealing and giving Tuesday. There’s only joyful replication, so we way absolutely encouraged people go online. Read the hundreds of case studies that you’ll find their fund-raising case studies non sun grazing case studies, collaborative case studies, community foundation case studies and go on and on and on corporate, You know, houses of worship and find something that works for someone else and try it so it should be an opportunity to innovate. It shouldn’t be crusher to innovate, right? People should feel a sense of, ah, a sense of adventure when they embark on getting to a campaign. And I think one of the reasons that giving Tuesday is so sticky for people I mean real people, regular people, not sector people is because it has a very celebratory overtone right e-giving Tuesday is not about morning. All of the weighty issues that we all have to deal with it out, celebrated in our ability to make an impact on them. And so if you see all the photos we have the privilege of seeing from all over the world, we’ll see over and over again. Is Thies peace with pictures of people together and looking really happy? So there’s something about this sort of communal right giving as a human community that is very sticky to people. And I think that organizations do the best when they leverage that fact. Can you share a story? I know I’m putting on the spot. One of the one of the collaborative stories. Maybe it’s ah, couple of medium size non-profits. Anything come to mind that you can share so we could take this out of the abstract? Sure, although I hate to do it just there are so many. But I will take a couple of examples and before you do that, I will also say along the lines of selling it internally. Okay. Another misconception about giving Tuesday is that big organizations like multi national you know, huge budget non-profits do better than small and medium sized non-profits, and that is emphatically not the case. In fact, small and medium sized non-profits tend to do better, then huge non-profits, and I’m I’m quite sure that the reason for that is first of all, those. Those small non-profits can often tell Justus compelling a story, but also they often have the ability to be more agile. They left weighted down by bureaucracy, so they’re often idea they’re often able to just sort of put an idea out there, give it a try without having to run it through multiple layers of approval. Rating is important. That’s important for people to know. So one example that comes to mind is there’s a small community foundations in a town called Bethel, Alaska, which has, if I’m not mistaken, 12 area non-profits. Now this town is is the administrative hub for a series of native Alaskan villages that surrounded It has won four way stop, and a few years ago, on employee at that community foundation, not even the most senior employees decided to do a collaborative effort that brought together all of vessels non-profit. And so they did a volunteer campaign where people stood outside of that four way stop all day in a sub xero temperatures, and they gathered donations from passing motorists talking about their area, non-profits and all of the good they do. And then they divided that money equally between those non-profits. So that was an entirely new model and also just amazing story of leadership. That young woman is entrepreneurial and she is creative, and she was able to, you know, put this game changing idea out there. And so the fact that that could be implemented in a town like vessel and also in let’s say, the entire state of Illinois or New York or Arkansas is exactly what we had in mind when we created giving Tuesday as an idea that could really be adapted to anyone or any town or anything or any cause. One collaborative story that I really loved. Tony. There was a group of women’s health organizations in Wisconsin that had always been competing against each other for donors. Ellers we see so often that’s pretty much the default in the sector. And instead of doing that, they decided Teo again do this collaborative campaign. It was not about their their individual P and l’s. That was not about their individual brands But that was about the mission that they were trying to serve collaboratively rights and sew up. That seems so obvious, but I think often mission can become subsumed to brand. So these these organizations were all trying to help women in various ways. They got a local tavern to devote space to them tohave an awareness raising party, basically and fundraiser. And then they had that they got a ton of people came and they again distributed the funds equally. We also see models where organizations will come together, do a collaborative storytelling campaign, and then fundez goto directly to the whatever organization people want to donate too. So it doesn’t have to be that sort of equal divvying up of the pot. It doesn’t have to be anything right. It could be whatever a group of organizations decides hyre to co create together on DH more entrepreneurial better. In my opinion, this is a thank you. These this excellent storytelling in news for our listeners because they’re in small and midsize non-profits and your your larger behemoth organizations are are going to be to your point. First of all, it’s going to be difficult. And then in the end. It’s probably gonna not be so successful anyway, even if they’re even if you can overcome hurdles in willingness to collaborate. But but the small organizations, they have that agility. You’re right. They’re not so deep. And they can. They can knock on the door of another local organization or one you know, many states away, but you know, digitally, they can come together. Um, that so very good news for our listeners. Yeah, you’re exactly right. And then a big priority for us here. Tony is going to be too, too very intentionally Try to create more of those kinds of coalitions, even at a global level. Like so, even seeing organizations that are devoted to social justice of various types coming together to form interconnected network. Because we’ve seen how incredibly useful and productive and inspiring that is among the networks that have already been created with e-giving Tuesday if you can imagine an idea being born in Taiwan and then being implemented in Tanzania within the same two weeks, fan, if we created more of those kinds of network, imagine how radically change and improve the sector. How do you encourage that that international part elaborations about your first question, you know, why does e-giving. Tuesday Nida Core leadership team? I think part of what we what we exist to do is to set a culture and a set of behavioral norms and expectations within the broader giving Tuesday community on a big part of those norms and expectations are that we are as generous within as we are without. So the philanthropic community is often far less still in profit, inside itself, right inside, inside the bubble and with with each other with our what should be our colleagues. Then we are out into the world. And so our network of global leaders, for example, are connected every day, every single day of the year, not just about giving Tuesday. They consider it an obligation to share good ideas and things that have worked with the others in that community, and they find joy and reward in seeing those ideas picked up by others. So there’s no sense of I’m going to do something that works, and then I’m going to afford that ideas so that it only works for me. There’s a sense of I want to see this popping up everywhere because it’s because it’s done so well, we just have a couple minutes left. What are you alluded to? Outdated best practices. Could you, uh, identify a couple of those? Take a couple of those off that you think we’re holding on to need mistakenly. Yeah, sure. And, you know, I’m sure people will be very annoyed with me, but, uh, so one would be the conflict of donor fatigue. I think what I’ve seen, you know, from my observation and from the analysis that we’ve done of the data that we have available to us, donor-centric has become more of an excuse then a fact within the sector. Right? So you don’t see the corporate world worrying that it’s selling too hard. You don’t see the corporate thing that they’re making. They’re asking people to buy and buy again and by again, Right. But you do see that same worry in the sector that we’re over asking that people give. But then they get tired of giving quite on the contrary, our our observation and our own analysis find much more than generous. People are generous. They give over and over again. And they gave in multiple ways. And so you know when you look at giving Tuesday 2017 right? What you saw was ah, fall. That was a series of basically terrible things happening. There was a Hurricane Maria. There was Hurricane Harvey, that was, you know, any number of a natural disasters and people were giving after each one of those. And then they gave again in record amounts on giving Tuesday. So we do see some disturbing trends of e-giving going down. But we do see also these really hopeful trends of generous people giving and giving in multiple ways. The second outdated idea I think that I would raise is this idea that people give either in one way or another. So the way that that worry is currently manifesting in the sector is Oh, my gosh, people are giving so much to their neighbours kapin surgery on an individual cat with a crowd funding site that they’re not going to give anymore to non-profits. That seems to be a kind of logical reasoning, but we don’t see it and we don’t find it in our own numbers. On the contrary, what we’ve found is that he who gives the surgery are more likely to get non-profits because they are generous people and generous people give and they give in multiple ways. So I think, you know, back to your reference to new power everything has changed about the way that people engaged about the way that people communicate and about the way that people care about causes. And we need to pay such close attention to those huge ground 12 and tidal shifts so that we know what’s actually happening and react accordingly rather than do things based on the way people communicated and connected and engage her causes back in the day. All right? Or should we have to leave it there? That’s perfect. Thank you so much. Uh, so welcome. Thank you. Pleasure and perfect timing. Asha. Caryn. See, People think this all happens, but this is all planned out. This show was produced, for God’s sake Current. She’s CEO e-giving Tuesday doing that full time. Starting July 1st, you’ll find her at Radio Free Russia and you’ll find giving Tuesday and all the resources and the tool kit everything she’s talking about at e-giving tuesday dot or GE And I love seeing female CEOs. So congratulations again. And Asha, Thank you. Very much look forward to having you back in October. Thanks, Tony. And I do buy. Wonderful. We need to take a break. Wagner, CPS. They’re accountants, for God’s sake. You know what they do? Do you need one? Do you need help with your 9 90? Do you need a review of your books? And maybe it’s not a full audit? Um, you know who to talk to. It’s you goto wagner cps dot com to start, and then you talk to the partner. You eat each tomb who’s been a guest of times two or three on DH. He will tell you honestly whether brechner is appropriate for what your accounting needs are. So it started at Wagner cpas dot com. Now time for Tony’s take to summertime is planned. Giving planning time. I think this is an ideal time to give thought to either moving your game up in plan giving or um, for lots of small and midsize shops. It might be starting your plans giving program, which I’m always evangelizing and advocating for summertime is good time for planning. You can get your CEO tto take your proposal on the beach with her or read it on the plane. It’s a little slower time. I mean, it’s not dead. That was, I think that’s sort of outdated, you know, summertime dead time, but you have a little slower time. You can give thought to what you want to do, what you want to pitch to get your plan giving program started. And, of course, I advocate always starting with simple charitable bequests. The marketing and promotion of GIF ts by will so use summer time so you can rule out in the fall. Or maybe it’s a January rollout. But use this time to, ah, to advantage for planned e-giving planning and is more about that in my video, which is at tony martignetti dot com. And that is Tony’s Take you. Now let’s talk about Candid Sam. We have a guest. They are Jacob Harold. He’s executive vice president of Candid, the Data Platform for Civil society. He was president and CEO of guide Star. Jacob has worked at the Hewlett Foundation, the Bridge Span Group, the Packard Foundation, Rainforest Action Network and Greenpeace Yusa. He’s at Jacob. See, Harold, I hope we find out with C. C. Is for and candid is that candid dot or GE and www dot candid dot or GE and also a way of Brad Smith. He’s the president of Candid. He was president of the Foundation Center. He’s been at the Oak Foundation in Geneva and the Ford Foundation. He’s on the board of the Tinker Foundation and the advisory board of the United Nations Trust Fund for Human Security. Gentlemen, welcome to non-profit radio. Welcome back to both of you. Got to be here. Yeah. Great feedback. Thank you. Thank you. Brad. Uh, Harold Jay Jacobs. I’m sorry, Jacob. What’s the What’s the C for in your middle name? What’s your middle name? The C is for Christopher, my eldest uncle. Okay, Jacob. Christopher. Harold. But he’s just at Jacob. See Harold. Ah. All right. Um, I feel like we should start with Brad, the president of Candid. This all this all emerged in February of this year. Uh, what’s going on? A candid bread. Well, first of all, yes, it emerged as a 1st February 1st, but it’s been a decade in the making. The original conversations about this actually started in shortly after the recession in two thousand 9 2000 Can, uh, we started a series of deliberate conversations between the CEOs of both organizations at that time was Bob latto Huff from Guide Star, and we began to see a week collaborate together, commissioned a study into 2012 in-kind consultants to make the case for to bring the two organizations together at that time. The advice. That’s not so fast, but here’s what you can do to collaborate. We did that. We learned a lot about each other, establish a lot of trust among our teams and brought back to consultants in 2017 to take another look. This time they said, full speed ahead. Go for it. So 2018 we we barton long process involving both boards, uh, to do the pre work toe. Actually bring the two organizations together and we inked the deal on January 31st and launch Candid January February 1st on What? Why the name Candid? Yeah, that’s a lot of people ask that question. Which is good, right? I mean, that’s what the name should D’oh! Okay, we didn’t want to call the organization buy-in Foundation Center because, well, that would not be that wouldn’t that wouldn’t have been fair to guide Star That would not have been fairly crowdster. So exactly one. What the foundation center did already wasn’t really captured adequately by the name. GuideStar, in a sense, might not have been fair to foundation center, but would really drove. It wasn’t external professional branding process, that consultant. They did a survey of the staff and surveys stakeholders and the South overwhelmingly decided We need a new name going to leave the past behind and be an organization for the future. And we began to look around at all the names out there in philanthropy, and they’re all the centre for this center. For that, they’re all effective. They’re all sort of similar, and they started to throw at us one word names and the one they threw out there, which he sort of corrects our heads and candid. I was the one that ended up sticking for a lot of reasons. One, because it’s a really word that one was made in. The last words I write to it actually evokes the history of both organizations and our approach to information, which is to be candid about the real information about the sector to really show the sector as it is. So the people in the sector can can do good and make the world a good as it could be. Um, see, So Jacob what? What is the the advantage for non-profits? Our audience is small and midsize shops. How will they benefit from the new from candid? Well, you know, for the first year, you know, from the perspective of a small to midsize non-profit, not a latto current change. Both of the parent organizations programs are continuing, and we’re trying to strengthen them. But over the long term, we think that together we’re going to be able to serve the field as a hole in I’m totally new ways, and I’ll mention a couple. One is to provide a multidemensional view of the work of trying to create social good. What’s happened in the past. We’ve had these fragmented databases grant information over here, information about non-profits over their information about social indicators in 1/3 place, and we believe with databases and resource is and networks of the two parent organizations, GuideStar in Foundation Center. That candid can offer that full of you. Um and that’s gonna be important for small non-profits that don’t have the resource is to constantly hyre consultants to God and do a ton of research or don’t necessarily have the network’s toe have connections, too. The biggest foundations or, you know, the partners that might allow them to do more together. Um, and we also think that the set of resource is that the two organizations provided, um, can be presented in a way that’s just easier for non-profits access organized in a way that that really brings to the top. What’s most important? That’s one thing. The next thing is that by bringing the two organizations networks together, we think we can begin to weave together many of the different fragmented activities around the field. And for a small to medium sized non-profit, the most concrete example is filling out a proposal for foundation funding. But right now, if you were applying to 10 foundations, you’re probably filling out 10 proposals that are all different from each other but are actually asking a lot of the same questions on. And there’s a ton of waste in that process. And not only is their waist i’ma non-profit side, it makes it harder for foundation’s tto. Learn and compare with their peers. And when you look at the networks that Guide Star brings with some of the major technology platforms Google, Facebook, Amazon or major national donor advised funds. Fidelity, Vanguard, Schwab. And then you look at the network that foundation center has with local partners all around the country and indeed, all around the world, hundreds of them where their actual training’s actual relationships. You have a combination of bricks and clicks of a cyber network and human network that we think it’s really powerful. And so we believe that together we’re going to be positioned to begin to establish some common systems of how information flows around the social sector, not making judgments about one organization versus another, but just creating some efficiency in how people learn and how they share their story as an organization. Will we be seeing new new new tools and databases and similar to the Teo well, the foundation directory or the 9 90 offerings that Guide Star has? Will What what’s What’s plan? So right now we’re going through a process of trying to really understand each other’s tools in a much deeper way. Um, we certainly both parent organizations knew the other organizations core tools. We didn’t know him from the inside. So we’re going through that process right now. All of that functionality needs to continue because the ability to find a foundation or I learned about a non-profits programmatic objectives is going to continue R sort of medium term opportunities begin to weave them together so that we can, in one interface, begin to see how these different types of information interact. Um, there are some brand new products that we’re looking at. I’ll give one example is give lists, which are lists of non-profits recommended by experts or that reflect the portfolio of giving of a given foundation. There a number of other ways to generate them. Um, and that’s a tool that we’re that we’re working on right now. But the truth is, right then we have a lot of separate tools. What’s most important is to create a user experience that’s easy for people, and that helps them do their jobs better. So that may mean overtime, just like in the this combination of two organizations that we built that we blend together some of those tools, but keep the core functionality just make it easier to use. Tony, I think it’s, you know, it’s important. Both organizations have you No one through the the Syrians of you, you tell them I work in foundations dunaj, murcott, GuideStar. And usually they know you were sort of one thing. Like I’d say, Oh, yeah, I get nine nineties there or, uh, foundations that are in your foundation director online. Individually, we do so much more than that. So it’s taking all that so Muchmore putting it together, focusing and making much more tighter building synergies between the existing products and services, then building some new ones on top of that. But most important is making it really easy and clear for the user howto access. Exactly what that non-profit Exactly what that foundation social entrepreneur individual donor needs to do what they want to do in the world. Yeah, Andi, I’m glad you mentioned individual donor. This is Guide Star has been a wonderful, important resource. I think 10,000,000 users last year, Jacob. So this is all coming together for individual donors, too. So it’s so it’s ah, holistic in that in that respect that it’s it’s all elements of the community as well as people who are supporting it. A cz well as institutions that are supporting it. Yeah, way talk. You know, we sort of all state non-profit sexually say philantech sector. I think we’re all struggling for exactly what you call the sector. I mean, sometimes I hear it candid. We’ve been, you know, talking about the social sector. Because in today’s world, you have non-profit. You have individual givers. You have social entrepreneurs. You have be corpse. You have corporate social mance ability. You have a mission or impact investing. You have a lot of different kinds of organizations and individuals. They’re using a lot of different mechanism to create good in the world. And that is something that we feel as a combined organization. We can capture and synthesize and put out a really powerful way. All right, we’re going to take We’re gonna take our last break standby text to give. They’re five part email. Many course dispels myths around mobile giving. Earlier, Asher was dispelling myths around fund-raising. These do not mobile. Giving these these gifts do not have to be small gift. They could be in the hundreds. They don’t need to go through the donors phone company. That’s one way of doing it, but you don’t have to do it that way. And phone companies typically put a cap on these gifts. That’s why the misconception that they have to be small double digit gifts to get the email. Many course from text to give you text. NPR November Papa Romeo to 444999 I want to do the live listener love and and there is a lot of it. We’ve just going to go down the list of alternating between abroad and domestic. Young San Young, San Korea, Korea On your haserot comes a ham Nida Live listener loved their Henderson, Nevada, Tampa, Florida New Bern, North Carolina. Special, of course. Teo New Bern. Close to where I live, Washington, DC Reid City, Michigan. San Francisco, California. Brighton, Massachusetts. And Hanoi, Vietnam. Sand Salvador, El Salvador. I think that’s new. San Salvador. Welcome. Live love to you, Palestine. We can’t see specific region. We just know there’s a listener in Palestine, New York, New York. We have multiple and Brooklyn New York. Where’s Bronx? Queens? Staten Island. They’re not checking in today. Uh, but that’s all right. We’ve got Manhattan and Brooklyn live love to each of our ah, live love goes out to each of our live listeners. And, of course, the podcast Pleasantries toe are over 13,000 listeners in small and midsize non-profits, where they’re an executive director, fundraiser boardmember consultant to non-profits. That’s sort of the declining proportion that you each bear to our audience. The pleasantries air with you. I’m glad that you’re listening on the on the time shift in the podcast when it fits into your schedule. So glad that you’re with us. Pleasantries to our podcast listeners. We have, Ah, we have but loads more time, actually. For for Candid with Jacob Christopher, Harold on Brad Smith, Bradley Case Smith Don’t be formal. Let’s see well, some of the materials from Promise that Candid will further increase transparency and collaboration. Nasha and I were just talking about collaboration around giving Tuesday. Brad, how is this? How is candid going toe foster collaboration among entities within within our community? Well, you know, if you start to think about it, the two most important things to know if you’re going to collaborate our first of all sort of the lay of the land who is doing what? Where let’s say you’re under certain charter schools, you’re interested in animal rescue. You’re sitting human rights, whatever you need to know, and for a specific geography where you wantto work, who’s already working there and where the resources are flowing. And then the second thing you want to know is, Well, what to those that are already working on this issue? Know about it. If you don’t know those two things, you’re you’re likely to put your money where you can see they’re not needed or it won’t be effective. And if you don’t really know what people have already learned, you’re basically gonna be recreating the wheel. So with the vast resource is that both organizations bring to the table of candid, we’re going to be able to actually for geography issues and causes. So you, who’s doing the work on the ground? The different flows of money that air coming metoo support that work where there’s probably more money than I should be going where there’s not enough money and when there’s no money at all, and also by by capturing the outcomes and output to these organizations through our profile program, the research and evaluations and case studies who are issue lab resource. We’re also going to be able to tell you what’s working and what’s not. So you could really hit the ground running and figure out who the best partners are for you work. You know, the lack of collaboration in our sector in our sector is what keeps it from being more than the sum of its parts of the world. Needed to be more than the sum of its parts. You can pull all this all this together breath. We can pull it together. We’re already putting together quite a bit of it, obviously. You know, for some, geography is more difficult than the other. And we have global ambitions. We already have a lot of global relationship, do a lot of global work. Obviously, no one’s ever going to be comprehensive for the entire world. We have a really good shot at being pretty close to a conference on a lot of this information in the US. Okay. Okay. Uh, and of course takes time to develop this with the expertise and the data. The data gathering are, um oh, and and I apologize. Uh, your Bradford Smith, not Bradley got that wrong for that that happens all the time, But most people just call me Brad. I know. Well, that’s what I’m doing. But you could’ve corrected me. I would have been offended. Redford Cat. Okay, um, now I see lots of offices. Um, are those the old those of the foundation Centre offices in New York? Williamsburg, Virginia, Washington, DC, San Francisco, etcetera. Those those foundation centre offices? No, they’re actually have both offices. We had overlap in way have overlap in Washington, D C. And in the Bay Area. And we’re consolidating those into single offices in both places. And the other locations are either foundation center locations or, in the case of Williamsburg, where guys start has the bulk of its tech and customer support step. Okay. Okay. Um, Jacob, I wouldn’t ask you last time you were on several years ago, it was talking about the the overhead myth letter that you and I, Ken Berger and Art Taylor had signed as a CEO’s of ah, Charity Navigator and the Better Business Bureau. Wise giving alliance. Do you feel like way overcome that now? Are we gotten past the the anxiety that was Experian that donors were experiencing about overhead and the overweighted focus that some donors were putting on overhead. Are we past that now? I wish I could say we were, um so I don’t think so. I do think, though, in the last few years we’ve made some real progress. At least the nature of the conversation I hear within the sector has completely transformed the assumptions that non-profit leaders are making the way that some of the data platforms talk about and share information. Even the way the journalists address these issues, I think has shifted. But I think we have a long way to go to really have that message get into the minds of donors we keep in mind just in the U. S. We’re talking about 100,000,000 people. Um and we have decades of having reinforced this this false idea that the administrative cost ratio was a proxy for the quality of Ah non-profit. So I’m hopeful, but I also recognize it’s gonna take a while and a few other things that are going to be necessary if we’re going to get to that future where donors are really paying attention to results in potential and not an inappropriate accounting ratio And the most important thing is for non-profits to proactively offer an alternative to say I don’t want to be held accountable by this accounting ratio. I want to be held accountable according to results against my mission. And I define that as X, y and Z, and I really does put the onus on non-profits to articulate whatever numbers they think makes sense for their strategy in their mission. Um, and this is something that I think that candid will be especially well positioned to facilitate. We’ve already had 71,000 non-profits achieved transparency seal on Guide Star, which is now part of the Candid Portfolio, with many, many thousands of those providing specific quantitative, programmatic metrics that we can focus on instead of looking at, um at the administrative cost ratio and then, increasingly, some of our platform partners. He’s, you know, big technology companies in Silicon Valley and elsewhere are really thinking about how they might be able to help distribute that information as well. So I see a path to a future where the overhead myth is truly dead. But I think we still have a ways to go. All right, Jacob. Any any bitterness that that Brad is the CEO on your the executive vice president. Any lingering bitterness there? I mean, of course. Of course not. You know, Brad and I have known each other for a decade on, and we we have a pretty good sense of our strengths and weaknesses. And, you know, I think we both think that the two of us can each play important leads in this new organization, but that you need to have a division of labor on DSO. Brad is the chief executive. He’s leading the organization, and my primary task is to really think through the long term vision and strategy for candidate. We’re calling it candid 2030. Um, we’re really trying to think about big technology trends, big social trends and how those match up with our current capabilities, what we need to build, what we could accomplish over the next decade. So a lot of my attention is on that. But on that long term, um, and that’s really only possible, because I can count on Brad as he, you know, make sure that candid as an institution is coming together and, you know, becoming the institution. It we think it could be. All right, Brad, we still have a couple minutes left together. What else you want us to know about? Candid. That I haven’t asked you. Well, first of all, just, you know, a few things we learned from this. I mean, I think there’s a lot of interest in organizations in the nonprofit sector emerging, combining, working together. There’s a sense sometimes that there’s too much duplication. What organization doesn’t know what the other one’s doing and a lot of people are sort of seeing this is is really kind of an inspirational story because first of all, the idea came from us. I was a thunder for years. Jake, You know, I worked at a Ford Foundation Jacob murcott Hewlett Foundation and we, we, you know, probably presided over our share of shotgun weddings right where we basically used grants to tell non-profits they needed to work together or submerged. And those seldom really are successful. I think one of the keys to success of this is inspiration really came from the two organizations. The second thing is the thinking of Jacob mentioned taking up have known each other in a lot of different roles. They could was my program officer right When I was foundation center, he came and he did his first White Glove inspection tour, a cz, the program officer from the Hewlett Foundation to see if we’re worthy of continued support. Now we’re working together in this relationship, but that really establishes a foundation. The third thing is, the we learned to work together is organizations are tech. Teams are marketing our sales different kinds of teams through specific confidence building projects. Before we decided latto actually combine the two and then the last is the role of incredibly strong, dedicated board that you asked the question about you know who the CEO is. All those things were negotiated early on by the board, Um, and they had to master an enormous amount of information about the both organizations in order to go through those negotiations and did a fantastic job. So there’s a whole back story to this. What I think has a lot to learn from in terms of how these things work in the future for the sector. I like the idea that you’re you’re walking the walk in terms of merger and collaboration, Jacob, we have we have about two minutes left. Anything you know, you’d like to like to add? You sure? You know, I think it’d be good to just talk about division of Labor for the field as a whole. Um, and you know that a meeting a few days ago with a number of partner organizations, and we’re we’re talking about the need to figure out where and when do we defer to each other? Um, and that there are lots of topics where candidates Not the expert, um, say board governance of non-profits. And we want to defer to our partners at board source on that, um, we may have something Teo bring, but we we recognize that they’re playing a role, and we want to support that. And similarly, we hope that the field will look at us and say when it comes to questions of organizing data, which often can be really boring. But it turns out a really important. We hope that the field will embrace, um, things like data standards that we propose and know that if we are suggesting that these air the 10 questions we need to ask about a particular topic that we put a lot of thought into figuring that out and that we hope others will adopt that language. And the flip side of that is that that puts the onus on candid to really be accountable to the field and to really listen to the field and to ensure that the voices of those who are impacted by our decisions are heard and those voices are folded into the decisions we’re making. So we really do hope that the field will help us succeed, Um, by adopting some of the standards and tools that we’re putting forward. Um, and we also hope that the field expresses what it needs so that we can listen to make sure that we make the best choices possible. Alright, Tony, your international listeners heard there’s quite a few out there We are. We’ll have more and more information of that kind would be talking about tonight, um, from around the world, Southeast Asia, South Asia, Africa, Europe, Latin America. We have strong partnerships. We’re going to develop more, and it’s an important part of the future because, you know, this is a a increasingly globalized world we live in and are the information we provide. You have to take account of that. All right, that’s Bradford Case Smith. He’s the president of Candid. Andi with him. Jake of Christopher Harold, executive vice president of Candid. You find Jacob at Jacob. See Harold and Candid is at candid dot or GE and www dot candid dot org’s Gentlemen. Thank you very much. Thank you. Thank you. Alright, pleasure. Good luck and good luck. Okay. Next week, we’re gonna have more smart tech gift guests from 19 and t. C. If you missed any part of today’s show, I beseech you find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits, Data driven and technology enabled Tony dahna slash Pursuant by Wagner SEPA is guiding you beyond the numbers wagner, cps dot com and by text to give mobile donations made easy text npr to 444 999 Our creative producer is Claire Meyerhoff. Sam Label, which is a line producer, shows social media is by Susan Chavez. Mark Silverman is our web guy. And this cool music is by Scott Stein You with me next week for non-profit radio big non-profit ideas for the other 95% go out and be great oppcoll. You’re listening to the Talking alternative network. Good. You are listening to the Talking Alternative Network. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in sometime potentially ater. Tune in every Tuesday at 9 to 10 p.m. Eastern time and listen for new ideas on my show yawned potential Live life your way on talk radio dot N Y c Hey, all you crazy listeners looking to boost your business. Why not advertise on talking alternative with very reasonable rates? Interested? Simply email at info at talking alternative dot com dafs Thie Best designs for your life Start at home. I’m David here. Gartner interior designer and host of At Home Listen, Live Tuesday nights at 8 p.m. Eastern Time As we talk to the very best professionals about interior design and the design, that’s all around us. Right here on talk radio dot N. Y c. You’re listening to Talking Alternative Network at www dot talking altum dot com now broadcasting 24 hours a day. No. Yeah. Are you a conscious co creator? Are you on a quest to raise your vibration? and your consciousness. Um, Sam Liebowitz, your conscious consultant. And on my show, that conscious consultant, our awakening humanity. We will touch upon all these topics and more. Listen, live at our new time on Thursdays at 12 noon Eastern time. That’s the conscious consultant. Our Awakening humanity. Thursday’s 12 noon on talk radio dot You’re listening to the Talking alternative network duitz.

439: Nobody Reads Your PDFs & Map Your Data – Tony Martignetti Nonprofit Radio

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This week 

Nobody Reads Your PDFs
Formatting your reports and research in PDF may bore your audiences to where they refuse to read your stuff. Our panel from the Nonprofit Technology Conference helps you assess what’s best for your nonprofit’s content, including interactive formats. They’re Genie Gratto at GWRITES; Meghan Hess from Campaign Legal Center; and Nathan Gasser with Report Kitchen.

Map Your Data
Salim Sawaya shares ways to visualize your outcomes data on maps, which can revolutionize how you think about and deliver services. He has free and low cost mapping tools. He’s from Esri.

There’s more at tonymartignetti.com 

437: Reduce Donor Abandonment & Welcome Your Donors The Right Way – Tony Martignetti Nonprofit Radio

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This week 

Reducing Donor Abandonment
From Amazon to Zappos, there’s a lot you can learn from e-retailers to keep your donors in the checkout stream as they make their online gifts. Our 19NTC panel, Matt Scott and David DeParolesa, reveal proven e-commerce strategies to increase online gift completion. Matt is from CauseMic and David is at Give Lively.

Welcome Your Donors The Right Way
Your donors now complete their online gifts at record rates. Have you got in place a multichannel welcome and nurture series to receive and steward your new donors? Our panel will get you started. They’re Brenna Holmes with CCAH and Chrissy Hyre from Innovation. (Also recorded at 19NTC)

There’s more at tonymartignetti.com 

433: 19NTC and NTEN & Strong Social Ads On $100 A Month – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2This week:

19NTC & NTEN
We kick-off our coverage of the 2019 Nonprofit Technology Conference with NTEN’s CEO, Amy Sample Ward. She dishes on the conference—including its wonderful food—Portland, and the organization she leads.

Strong Social Ads On $100 A Month
You can have an effective social media advertising campaign on a small budget, if you plan smartly for your targeting, messaging and measuring. George Wīner is co-founder of PowerPoetry.org.

There’s more at tonymartignetti.com 

429: What Does The Data Divulge? – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2This week:

What Does The Data Divulge?
Predictors for planned gifts. The state of online giving. And what to expect for 2019 fundraising. Steve MacLaughlin from Blackbaud shares the data on these topics and explains what it means.”

There’s more at tonymartignetti.com 

425: Financial Fraud – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2This week:

Financial Fraud
It can happen in your org. How do you prevent it? What are the red flags that reveal it? What do you do when you discover it? Who are the likely perps? Tiffany Couch is a forensic accountant and CEO of Acuity Forensics.

There’s more at tonymartignetti.com 

406: Foundations As A Tool For Collective Power – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Bradford K. Smith, president of Foundation Center, and Ana Marie Argilagos, president & CEO of Hispanics in Philanthropy. 

There’s more at tonymartignetti.com