282: Lead and Matching Gifts & Corporate Matches – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Professor John List, chair of the economics department and founder of the Science of Philanthropy Initiative at University of Chicago.

Also, Chuck Longfield, chief scientist at Blackbaud.

There’s more at tonymartignetti.com

281: Relationship Fundraising – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guest this week:

Adrian Sargeant, professor at Plymouth University and director of the Centre for Sustainable Philanthropy.

There’s more at tonymartignetti.com

224: Five Words To Better Fundraising & Giving Circles – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Jen Shang, assistant professor at the Center on Philanthropy at Indiana University.

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

There’s more at tonymartignetti.com

217: Trust, Mistrust and Betrayal & Why The Rich Give – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Nina Chanpreet Kaur, organizational consultant and researcher.

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

There’s more at tonymartignetti.com

176: Giving 2013 – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Marcia Stepanek, founding editor-in-chief of “Contribute Magazine” and new media faculty at the New York University Heyman Center for Philanthropy. 

Ken Berger, CEO of Charity Navigator.

Rob Mitchell, CEO of Atlas of Giving.

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

129: Some Raise Money While Some Raise Hell & Pinterest and SlideShare – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Marcia Stepanek, founding editor-in-chief of “Contribute Magazine” and new media advisor to the New York University Heyman Center for Philanthropy.

Amy Sample Ward, membership director of Nonprofit Technology Network.

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

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Hello and welcome to tony martignetti non-profit radio it’s that time again. Big non-profit ideas for the other ninety five percent i am your aptly named host. I very much hope that you were with me last week. Yes, i do, because last week was lead and matching gifts in your campaign to start professor john list from the university of chicago, chairs the economics department and founded the science of philanthropy initiative. There no longer must fundraisers rely on tradition and conventional wisdom in campaign planning because he shared a rigorous science to guide you around lead and matching gif ts also many matching corporate gif ts chuck longfield, chief scientist at blackbaud had lots of simple ways to increase your matching gif ts from corporations did you know that volunteer hours are also dollar matched by many? We started with sector benchmarking, and we went from there, and my interview with chuck longfield was recorded at blackboards bebe con conference last october this week, some raise money while some raise hell. I’m talking about women in philanthropy, with marshals to panic. She was founding editor in chief of contribute magazine and is the new media adviser to the new york university heimans center for philanthropy we’ll talk about limbong coleman leadership roles, traditional giving and how women are organizing themselves also, pinterest and slideshare amy sample ward returns she’s, our social media contributor and membership director of non-profit technology network and ten she shares how small and midsize non-profits can reap definite value from these lesser known social sites between the guests on tony’s take two, my podcaster on top i’ll tell you what i’m talking about, and i will thank you, my pleasure now, to welcome marshes to panic. She is new media advisor to the n u heimans center for philanthropy, and she also curates its annual speaker siri’s philanthropy three point oh, which explores disruptive innovation in the social good sector. It sounds like some organized anarchy. Anarchy pointed in the right direction. She teaches social media strategy. Yes, it may very well be totally okay. We’ll get teo talk about anarchy. I’m still trying to introduce you. Hold on there, marshal. She teaches social media strategy. You have a very lengthy bio. I was to get through this a cz well, a social enterprise. New media and cause video in the masters program at new york university she was, as i mentioned, founding editor in chief of contribute magazine, her upcoming book swarms. The rise of the digital antiestablishment published by little brown is due out later this year. And it’s actually because of that book that she couldn’t be in the studio because she’s interviewing someone for her book swarms very pleased to welcome marshes to panic. How are you? Thanks so much, tony. I’m just really delighted. Honored to be on yourself. Oh, it’s, my pleasure to have you. Thank you, marcia. Honored not too many people say that. Thank you. I hope you feel that way by the end you believe i’m sure you will. You believe that women are reshaping philanthropy? How is that what’s happening? Generally, you know, i didn’t use teo buy into claims that women somehow we’re you know, very different behaviorally and men in terms of their capacity for compassion and their willingness and generosity. But there’s some new research out and it’s very much triggered buy-in just in the economy and structural changes in the workplace that have given women a little more income over the last ten, twenty years, and since nine eleven, we’re we’re starting to see some measurable differences in the way women spend money in terms of the charitable contributions that they make, so that there are some differences that are starting to emerge here. There’s certainly other differences to in-kind of what those new income numbers are spawning in the non-profit industry, but armored and okay, and we’ll have time to talk about those, so you feel this is mostly economically driven? I think a lot of it is economically driven in terms of just the numbers with regard to the money uh given and how that those contributions different, for example, in the highest e-giving levels of people who give generally men and women, uh, baby boomer aged women are more likely to give them their male counterparts in all giving levels three percent or more, or they’re coming down to charity among people who do that. Male baby boomers and older, single headed households are nearly two times it’s, likely than men to give to charity. So that’s that says an age when most women are saving and have significant savings and disposable income and that’s even happening even as a result of women not getting paid is most statistically on the average than men. So it’s pretty significant. Okay, but there’s also interesting developments around organizing and advocacy. Yeah, very much so because of some of these economic trends, but also as a factor of globalization and particularly social media, technology and internet technology in general, we’re seeing some behavioral changes. First of all, it could be a simple as ah ah lot more charities targeting their solicitation campaigns more directly. Tau women. I know a lot of your listeners. Now, united way has now one hundred thirty seven women’s leadership councils that have raised something like nine hundred eighty five million dollars just over the left twelve years creating marshal those those leadership councils are our volunteers. They’re volunteermatch women supporters, yes, and doner groups. So what the united way has done? Uh, kind of piggybacking the general trend and women’s income and changing numbers and how much they’re spending on charity decided to tap into that trend and organize some of these councils. Teo, do more engagement around women’s not only volunteerism, but something like fund-raising as well and what’s. Interesting about that is, uh, this so called tiffany circle, which is an all female. Network created by the red cross, for example, another organization, uh hey has been started not just by the transport by social media networks that have popped up around some of these activities, so a lot of places they’re using a combination of social media and these economic trance really bolster their fundrasing activities, and we’re gonna have a chance to talk a little later on about women organizing themselves, not needing umbrella organization to do it. But, you know, around some of the controversies, like what happened to komen and rush limbaugh’s comments, and so we’ll get a chance talk about women organizing themselves, as i said, not even needing that kneading the big organization, but just coming together on the social sites let’s talk about some of the social change and social enterprises that you’re seeing women engaged in. Yeah, they’re concurrent with these other changes on certainly partly a factor of economic wealth. Growth among women is that a lot of women, particularly on wall street and other very in the financial services field, are really being a critical force behind the creation of pretty much a majority of social enterprises that are out there. The skull. Forum for, uh, global entrepreneurship has done on international study on this and seeing that at least half it’s not up to as high as seventy percent, and some regions of the new enterprises that have been started have been done by women, women who have earned independently of their thousands um uh, who are seeing that the needs community isn’t as fully developed as it ought to be around new issues of concern to these cohorts, such as women’s, self esteem, women and girls, self esteem, women, education issues. Now, these air getting much more focused thanks to a lot of the social enterprises on march for-profit businesses for good, if you will, that coming online. Also seeing a lot of female boomer women burned, creating films, getting into the social good film space and making some very interesting documentaries that are here about women helping women and trying to move the needle a little bit on education and their film initiatives that are also being used to raise a lot of money for certain non-profits abigail disney surely johnson, some of the big entrepreneurs are involved in these things on there, really successful in terms of measuring impact. Are there? Are there specific documentary titles? You khun you convention for us? Yes. Uh, shirley johnson made something about kicking the ball, which is about women’s basketball group. We’ve got abigail disney was working in liberia. Um, we’ve got some recent documentaries that are are being funded by again the women run fledgling fund, which is a foundation, and it’s about women and girls in the slums of calcutta being turned into activists and it’s a very compelling story. Uh uh, all sorts of new films i’m attending here to see for the first time i’m in washington, d c today as well, and i’m interviewing for the book as well as screaming some films that american university conference on social media that matters and this is focusing, i’m still making efforts. So again, you couldn’t you couldn’t be in the studio because you’re in washington, d c watching a movie that’s what you’re saying, i see a film, they have probably hard working the minute you’re seeing argo and lincoln, i’ll bet that’s why you’re in washington? Because they’re not playing in new york anymore, okay, we have just a minute before a break, so i don’t want to really get into anything brand new, too deep. But, of course, you’ll still be with me after the break. When and i want to make sure that what listeners understand, we talked about social enterprise, we’re talking about often cos right, that air, social, socially oriented, social good business is sort of. We’re talking about socially, social good enterprises that have been begun with the primary purpose now so much of raising money for stakeholders, but for raising the bar on social impact wielding an impact that’s measured first of those companies over organized to be accountable to those kinds of and our wii just very briefly before break, we necessarily talking about corporations or these could be not-for-profits also, these could be not-for-profits for-profit non-profit hybrid organizations and then for-profit organizations, but it’s the way that they’re organized on around what they promise to deliver, i understand what their outcomes are, not not necessarily one hundred percent profit, if there, if their profit mathos lately, okay, we’re going to take a break and when we return, of course, after this marchenese to panic stays with us, and i hope that you do, too, talking alternative radio twenty four hours. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m rick, a keg, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs welcome back to big non-profit ideas for the other ninety five percent. I have to send live listener love. Now is the time let’s start anyway. Taipei, taiwan. Ni hao, changsha, china. Shanxi, china, hi bay, china. Beijing, china knee. How going out to china and taiwan, fork. Wacha, japan. Konnichiwa, and new bern, north carolina. What’s going on there. More live listener loved to come their arm or live listeners out there. Marcia yeah, let’s, let’s, talk a little about the a new organisation called the girl effect they have on there on the opening page of their website that what they say exactly, that women are the most powerful force for change on the planet. You what do you think about that? No, i got this. Let me say that hyperbole is shared by by because i was wondering how about even like, like men, maybe i don’t know they’re not a good food what’s interesting about the girl effect, though, is kind of the structure behind it, and we were just talking a moment ago about social enterprise and so forth. What the girl fact represents is is a really progressive and very successful partnership. Example of great collaboration in the do gooder space between the noble foundation, which is run by the bucket children warren buffett’s, kids corporation, nike and it’s ah it’s foundation arm and ah partnership with hundreds of non-profits that have it’s part of their mission statement helping women and girls to achieve change, whether it’s in the education space of the art stays or healthcare. It’s a partnership where ah, a very good shorts film was funded, its animation, but it basically finally connects. The dots taking it from hyperbole to show why funding women and girls projects actually affects everyone ah, and affects everyone in a very local way. And so it’s in a very effective messaging tool that kind of breaks through the the problems that a lot of these issues had had in the past, where it sounds awfully one sided, the girl fact does a wonderful job of making this ah, great messaging, peace around thie economic impact on everyone of the lack of educating women and girls, and some of the status around the world. Dahna uh, the lowly status love women hold around the world. So it’s it’s a great burger, and what it does is it kind of lends this little short film to a lot of organizations that couldn’t otherwise afford to make it and lets them put on their websites and interface that helps them to raise micro cash, you know, ten dollars, twenty dollars, right after people to do the film online, they’ve done ability, teo, donate to some of the causes that have been vetted. And though it’s just a wonderful campaign that is now finally being copied in other parts of the sector so we hope to see more of that kind of collaboration in the future. In fact, we’re seeing a lot of micro giving among women organizing themselves around social enterprise. Yes, we are a aa lot of this thie evolution of social networks, social media still relatively, very new, but as people get together and now they found each other online and now they exchange, you know, kind of information about the trivia are the important bits of their lives. Now, the next evolution is the first getting people together to make change or around certain issues folks i care about and what we’re starting to see is on what we saw a lot of last year were the social network, some of them that are very strong, many of them led by women being able to make a difference, either in defense of, uh, an action taken by an organization or to bring up some concerns that hadn’t been brought up otherwise and holding some of these traditional non-profit organizations accountable. And, of course, the the leading edge that was the komen foundation controversy where coming foundation had decided to be fund-raising goods breast cancer testing on dh without telling a lot of its membership, and when it finally freaked out, a lot of folks got online a lot of women and started protesting thiss was an example of women organizing themselves through the social networks and very rapidly yes, absolutely, and it was a very successful protest, and it wasn’t so much the significance here isn’t so much whether you believe that that decision was the right or wrong one it was looking, and there are social networks out there holding traditional organizations and non-profits accountable for their actions and ways that has never been before. And the rapid response of some of these networks to some of these decisions has really encouraged a lot of organizations to start really getting serious about engaging your supporters and their networks in new ways so that everybody does feel that their part of the decision making process and there is a new level of accountability achieved not only holding organizations accountable but individuals for there flippant and ah antagonistic, i’d say, remarks rush limbaugh, when he accused you really accuse nobody eats cited a law student was a prostitute because she wanted funding for birth control to be included. In health care and there was a huge backlash. Yeah, there was an internet firestorm over that in just three days. That firestorm was ableto porcelain about to apologize, not once but twice to the woman he had called a flat was the one of the quotes, okay? Ah, and he lost nearly one hundred advertisers right in that in that, uh napor so we’ve seen that these swarms, if you will, of the social networks that have been highly developed and that have a riel sustainability to them, are able to work very quickly when they’re organized. One of my colleagues, a friend of emmett has called these accountability networks actually because they’re social networks and they are always there, but they can get into action very quickly. Uh, if one of them are influential, members of these networks decides to call them into action. So it’s somethingto watch it’s a phenomenon now, but it’s becoming replicable, and we’re seeing a lot of this kind of action over. Yeah, and so this is what you’re calling swarms of women in this case and it’s not women, are not the only ones active actively engaging but that’s that’s the third today, but one of those air swarms saw another one very well done stop sopa campaign, but to delay a vote by the u s congress that would diminish him internet freedom, at least for now. And, uh, it’s, really a new form of activism that is used social media to coordinate swift action around the specific goal. And it’s it’s it’s significant because it’s, uh, much more to do with the ability of new players and the advocacy sector toe work collectively and successfully kind of outside the non-profit sectors long established structures fired-up alternative goals. So it’s it’s something that all organizations want to start infusing more with their supporters in new ways but also so constructively trying to really be able to prove that they’re having an immeasurable impact. A lot of donors now are saying, what have you done for us? We’re the cause lately, and a lot of organizations are now using the social media tools to measure impact, or at least to get a more specific numerical handle on the work that they are doing so that they are able to not only convince people of their value, but to be able teo create partnerships on new levels to achieve more social impact over time marchenese to panic is the new media advisor to the n u heimans center for philanthropy, and her upcoming book is will be swarms. The rise of the digital anti establishment, and you can follow marcia on twitter. She is at claw cause pardon me at cause global ah, marcia let’s, let’s focus a little more on the on the actual, more traditional e-giving and the way women are being more generous essentially than men, it’s a it’s a little more about that. Yeah, even though women in general are earning less than men and have less money in retirement and are generally outliving their spouses, these recent studies on their standing for charity demonstrate that young women, certainly, and especially boomer women, older women in particular are just more likely to give and to give more to charities and then beyond that, there’s, also a behavioral that women in a recent survey by indiana university also said that they they want teo uh, not just have more impact on spending. They want to be more involved in the decision making and indeed, a lot of the rise of some of these new organizations on social enterprises, uh, is due to women wanting to bypass, too simply writing a check to existing organizations but setting up a kind of a bee metrics around specific initiatives that they themselves want to see. And as long as they have the means and some of these new networks, especially on wall street and elsewhere, to accomplish that, they’ve been racing to set that up. That slowed a little bit during profession, but still a very vital force. A lot of people are saying that this income situation for women and this this habit of giving mohr, especially among older women, is very likely to continue. By twenty thirty, for example, fifty four percent of american boomers will be women. And because of their sheer numbers and the social changes that have occurred as they grew up, they have a significant impact on society through their beliefs and attitudes and behaviors and have us already. And so now, as they get older and more charitable on dh, i think we’re seeing the start of some more further behavioral changes among women towards charitable organization. So i think that’s a little bit of good. News you said earlier that the social networks are relatively young, but i hear people say how sick and tired they are a facebook or or twitter sometimes are these are these social networks with us forever? I think some forms of them are, and certainly is they morph and evolve our use of them well, morgan of all hope, the more distinctive things about social networks and social platforms that we’ve seen over and over again is that the people using them tend to define how going tio improve them over time. Ah, facebook, for example, everybody’s kind of getting organizations on facebook now so much personal things now that but seeing how they used them toe left bitch events and, you know, do pr in a different way, certainly, uh, we’re also seeing a rise in the use of private social networks, kind of a private facebook that go under certain names like ning’s o r other certain other platforms that are being set up so that it’s kind of like a private, charitable, uh, type of facebook that’s membership only on some organizations and non-profits they’re using this to great effect, one in particular is the provocative understand veterans organization? Marcia, marcia, you broke up a little bit, say they say the name of the organization again. It’s called i a v stand veterans iraq, afghanistan veterans association a okay, i look, they’ve dahna they set up a peer-to-peer private social network, uh, that bear as long as you’re in that network, you know, they don’t want this isn’t like vietnam veterans or korean, more veterans for eighteen, nineteen, twenty year old folks just and this particular war and are facing some very unique challenges, thanks largely to the health care technology being used to save them from injuries that in previous years killed and so there are unique challenges for them coming home and a lot of challenges always for veterans coming home. So combined with their existing use murcott given their age and their experience before going off to war ah, they are very successfully putting together these private networks is veterans to talk to each other, and they’re subsets like women’s subsets like people who were injured from a certain type of injury and you get on them by giving a password. You are pre qualified so you you it’s not just anybody, is not your fourth grade teacher finding you it’s a private conversation that built trust and credibility among the members and as it moves toward a membership model it’s also proving to be a very sustainable non-profit kind of model using social networks to serve those in need buy-in involving an engaged, those in need not just writing checks, marcia, just just a minute or so left, i have to ask you, what is it you love about this work and the and the research that you’re doing go how people, uh, can hold power accountable in new and constructive ways. I love how this technology couples to be advocacy sector e-giving voice teo so many more people who otherwise were not involved. These full social media, the, uh, the internet has democratized philanthropy, and in such is turning traditional organizations on their beer. I think it all about here. Social change, enormous empowerment absolutely marchenese to panic is new media advisor to the n u heimans center for philanthropy. Look for her book coming out later this year, swarms the rise of the digital antiestablishment it’ll be published by little, brown and she’s at caused global on twitter marsha thank you so much for being a guest, my honor and pleasure. Thanks, tony it’s. Been a pleasure having you right now. We will go away for a minute or two, and when we come back, it’s, tony’s, take two, and then amy sample ward is with me, and we’re going to talk about pinterest and slideshare stay with me. They didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network e-giving. E-giving cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there and welcome back. More live listener love! Montgomery, illinois. Tustin, california. Littleton, colorado. Atlanta, georgia. And two unidentified in somewhere in the united states of america. You’re masking your i p s we know who you are, i’m just since you’re masking, i won’t say who you are, but we know who you are. I’m just telling you that we know here you’re not you’re not you’re not hiding from us, but two unidentified on dh for our listeners in china, all those cities in china that are listening, i said earlier. Happy new year, gung hay fat choi also xero chou korea and seoul, korea on yo haserot it’s, time for tony’s take two, my podcasts are on top and i’m very grateful to you for that. This show was what’s hot in two categories on itunes very recently non-profits and government and organizations and my podcast that which is a monthly for the chronicle of philanthropy fund-raising fundamentals. That was a top podcast in non-profits the’s honors are enormously fleeting. I don’t know, maybe they last five minutes, maybe their last an hour, but they go fast, so i took screenshots and you could see the photographic documentary evidence is on my blogged at tony martignetti dot com. But more important than that, i want to thank you for rating the show. We had the five hundred stars campaign. Thank you very much for raiding the show on itunes more than doubled the number of ratings and i’m sure that’s what made the show trend in itunes. And there was some carryover effect to the to the other podcast to the fund-raising fundamentals that i do. So i thank you. Um, my next guest would caution me that there’s more to true social engagement than numbers and and bumps and and peeks in listenership. So i i take that seriously there there was a lot more to that than engagement. But i thank you for being engaged to the level that you have been so far, and hope to get you even further along mohr, that on my block at tony martignetti dot com. And that is tony’s take two for friday, february fifteenth, the seventh show of this year amy sample ward she’s, the membership director at non-profit technology network. And ten her she co authored social by social, but even newer than that her very new book, also co authored, is social change any time everywhere with forward by two time guest on this show, craig marko is the founder of craigslist he’s been with us twice amy’s blawg is that amy sample, ward dot or ge and she’s on twitter at amy r s ward on twitter. That’s right? I’m going to finish the sentence without without without twitter id, and we know that the army’s rene amy rinascente ward welcome back. Thank you for having me. It’s a pleasure every month. I’m always surprised you allow me back every time. No, you shouldn’t be. I make you feel that in secure. I assume that there’s like a jargon jail downstairs. No, no, no, you’re you’re you’re pretty good about it. You’re quite good were very conscious of jargon jail amy’s here with her little field notebook it’s, an adorable little yellow forty eight page notebook. It’s branded from the state of texas. I don’t know. What were you in texas lately? Is that where you got your little fuel? No. It was given to me as a thank you by a friend, david jnf, who lives in austin. And i don’t even know why he was thanking me, but he gave me this little field notebook and it’s the perfect size it’s about phone sizes, let me ask you, you have co authored or contributed to five books by my count, when you’re going to do one on your own? Yeah, i’m hopeful that maybe that one is next, okay? And then there’s none of the like, you know, trying to interpret someone else’s edits like, for better or for worse, i could just come out of my brain and we’ll see what happens. It will be very, very much better. We’re looking forward to the solo effort, but we’ll celebrate your book coming up. In fact, i’m going to you’re going to one of your book launch events, which we’ll talk about later on act for the end later this month for those who are in the new york city area, but right now we’ll talk about pinterest and and slideshare um, how did these how do these fit into social change and social engagement? Well, i think that they’re really great examples of platforms that actually have tons of use, but organizations haven’t, for the most part translated how individuals air using that tool to how they as an organization would use it. You know, facebook’s pretty straightforward, you have an individual profile, you have an organizational page like you know, how to get started. But with these tools where there’s there’s, no difference between who the the user profile is, organizations are a little bit more, you know, without boundaries, there’s too many options, so they don’t really know how to engage. But organizations that have tried or are using the tools in part of their content strategy are really seen engagement there. I don’t know which one you want to talk about for just let’s talk about why don’t you explain what pinterest is? Because maybe so little known to some people that they don’t even know that exactly what it is? Sure, so pinterest is free to use social platform just like facebook or anything else where it is free to use, but that means you are than the product on and it’s very visual driven so it’s all about collecting on a pin board that’s virtual, just like you would maybe, you know, in your office pictures, recipes, anything on the web so whenever you pull in a block post, whatever images associated that block post would be actually what people see on your board, they wouldn’t see the block video also yet exactly. I have a pin board for women leaders of non-profits excellent on video, but it’s video zoho contributor of them speaking so just a quaint listeners that video can be as well. And then what you’ll see on that pin board if it’s videos would just be a screenshot, right like this still like you would when you had a youtube page and the video isn’t played ok? Yep. On dso you, khun, even though you have this pin board, you can actually have unlimited pin board, so maybe i have a pin board for conferences i want to attend, but then i also have a pin board like the most frequent one i see is recipes that i’m going to cook one day, but i’m never actually gonna cook like that whole sentence isn’t the title, but it’s like recipes and you know this person’s never cooking next i wish list. Recipe list. Exactly. All right. So how are charities? Engaging? Constituents were around around pinterest. Yeah, their organizations have you. Know, as you can imagine, tried different things, short campaigns, longer standing content and something that’s interesting, and i know you have the links to some infographics to share on the block. Pinterest has about eighty percent of that content is repent content. So anyway, you know, if i went to your pinterest board say, if it was the average boring, you know, think about hypothetical i would never i would never dane never squander my precious time with tony’s interest account because of pin boards are so mundane and superficial and dull, but if you if you stumbled on it buy-in accidentally, you clicked on it stumbles away there. Um, eighty percent of the content across pinterest is repent, meaning someone else pendant first, and you’ve just, you know, reposted on your on board, so but like you said, you’re, you’re bored that’s all about interviews with non-profit women leaders, i’m sure that you were the one that did that interview are or were some of the original? Yeah, so they’re going to show up all over pinteresque, but it’s because you were the source and so thinking about that at, like, how much content is shared amongst the platform where is very little of that content for people? Time is spent clicking on things, and i’m going to read websites. You know, i think organizations naturally think, well, this is, you know what has put up a bunch of great images to our website and we’ll drive a bunch of web site traffic, but that’s not the case, people are using the platform within that within the place. Yeah, so eighty percent are re pens? Yeah, that’s enormous. Yeah, do you have a corresponding stat for any buy-in a chance for twitter. How much of twitter is re tweets versus i? I don’t have a twitter for tumbler, which is a more similar platform to pinterest because it’s ah it’s like blogging but it’s much, you know, micro style and it’s about nine out of ten temblor posts are re blogged so it’s very similar in that way where people that are on the platform or just, you know, following each other and finding great things and it’s more a matter of like, i want to have the best curated recipe board versus the on ly recipe board, you know, so it’s it’s much more shared eso organizations are taking advantage of that in different ways. One one example that i really like. Because it’s very clearly aligned with the mission is city of hope, which is an l, a based a hospital research center, etcetera. They have a campaign called mushrooms for hope because mushrooms are shown to have really great health benefits, especially for people at risk of or with cancer. So they have a mushrooms for hope board that’s. All great ways, you know, recipes to use mushrooms, because we know everybody in there. Mom has a recipe board on pinterest. So why not, you know, curate all those different ways to use mushrooms so that people will re share it again in the platform and ultimately it’s, not about them knowing who city of hope is it’s about them eating mushrooms, right? You know, but they’re using that for exposure exact recipe sharing community. Exactly. Here’s a great super great cream of mushroom soup recipe. Right. Very smart. S o just to make it explicit. So people follow your boards, right? People can follow your whole board. They could also follow just you. And then whatever board here pinning tio, they could get those. Notifications or they could just never follow you and find your your pin through someone else, you know, and then see, allow just a great mushroom recipe, you know, and then click through. And actually the original post was was from your account i love those clever ideas that yeah, that shit’s a smart one. Yeah, another example of maybe not a specific example, but a way that, oh, our strategy for charities to engage on pinterest yeah, a different take on that that i i think is on interesting one is n w f national wildlife federation has a campaign for, you know, getting outside and and has a big, like camping go the great outdoor camp. I’m goingto mess up the name of their campaign, but so they have ah, aboard all about that where they’re pinning other people’s content about campaign so it’s not even their content, but again, it’s it’s making those people in the community that are talking about the campaign feel like they’re in the spotlight because this is a board of all those other people talking three national organization has exactly exactly bored or my my my pen? Yeah, exactly. Engagement. Yeah, exactly. Two way street let’s. Talk about slideshare. Sure. Because always shoot. There was something i want to ask you about. Interest. It’s, overwhelmingly women. Yes. I see different statuses. Somewhere, anywhere between two thirds tow. The mashable said maybe it’s this high is ninety seven percent. So somewhere in there, overwhelmingly women. What should we be capitalizing on that? What should we be doing with that? Yeah, i think part of just to address the point, you’re making that all the numbers being a little different. And part of that is if it’s actual user sign ups versus active users and again, different platforms in different data. Analysts consider active user as, like logs in once a month or is on it for an hour a day like which one of those is active, you know? And once you get wherever you fall in that active definition scale that’s where it starts skewing much more women. So actual user accounts are a little bit more typical of social networks, but the active is much more female. Okay on. And so i think organizations can take advantage of that in those are, you know, the examples where two shared but also just remembering that, you know, even like marcia was saying women want to be making the decision of where money goes, women want to be, you know, figuring out the causes that they care about and engaging with them, so figuring out ways that isn’t just, um, you know, a generic call to action for everyone, but you’re figuring out, what are the the women boomers in your community interested in doing? And maybe it has it it’s not, you know, all about city of hope and all about all of the life saving measures and research ugo but it’s about mushrooms, you know, and you like, let that be the thing for them? S o i think really, figuring out who your community is back to some of the stuff we’ve talked about in previous months and then focusing really specifically and letting them either drive that content and you’re just re, you know, you’re collecting that o r just taking their lead? Excellent, we’re goingto take a short break, and when we come back, amy sample ward stays with me, we’re going to talk about slideshare stay with me, too. You’re listening to the talking alternative network. Schnoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. And you, sample ward, is our eyes, our social media contributor and our social media scientist. I doubled that id number that she’s too modest to say that i did that on dh. We’re talking about slideshare what let’s acquaint listeners. What is slideshare great? So slideshare is ah ah, platform, where you can post content that you want to share and it’s called slideshare because it’s it’s most prominent feature is posting slides like a power point presentation or a slide deck that you would be using in a, you know, at a conference are in a board meeting or whatever for count for mac users, or use kino exactly like, you know. And then i translated over the power point, exactly little little parenthetical for mac users. Or what does whatever google aps calls there? Oh, yeah. Anyway, so that’s that’s, the most dominant features people posting slides and you can find them and review them and share them. But you can also embed them. And so you could post slides from your conference and then on your blogged have them embedded so people, you’re not just having to write out what you said. You khun embed it right there and people can flip through the slides. But what’s great is that you can also use it for all kinds of content. So do you use your organization? Is part of your new campaign launching, you know, with an infographic about why you’re running this campaign? Well, you could upload that info graphic, you know as a pdf or whatever to two slideshare embedded in your block. Have people share it just like they do. Slides and track track the shares that way. Okay, you know, if you wished you could also use that info graphic on pinterest. Exactly. Okay, on dh that and you know that goes for all kinds of other content. Maybe you have a new orientation, you know, to sheet that you give to your volunteers, will. You could post it there and then also post slides that you’re goingto review with them of this is how to be a volunteer for our organisation. This is what we do, this is why we have volunteers. This is what the volunteer job looks like, and that way you could just send them those two links they don’t have to download anything they don’t have to, you know, have have any special software, whether they’re on the phone or they’re you know, on a computer they could read or digest those materials ahead of time, show up and be ready to volunteer, and you don’t have to be emailing large files were about exactly top box or some other bright, just a link exactly. Now i’ve so in a few places slideshare called youtube for slide shows. Yes, it’s not as anyone here is popular as youtube. Well, yeah, definitely not as popular as you tube in that when you look at youtube stats, basically, you would think humans do nothing but watch youtube video that there really is a ridiculous thing. So so slideshare has about three billion views a month, so that’s still sized amglobal yeah, yeah, and and i think something social. Engagement is not just in the numbers, though, right? And i think something that’s interesting as faras actual of what the numbers say is that of all of the different social platforms facebook, youtube, whatever slideshare is foreign away, much more popular amongst business owners, organizational leaders, you know, executive level staff of different kinds of organization. So hyre go ahead. So i was just going to say, you know, if you want to make sure that you spent a lot of time preparing something for some funders that you were going to meet with, you know, you made the slide deck showing them who you are made it really clear the impact you make. Why not post that for free on a platform where other, you know, leaders in the sector could come across your sides and say that’s? Exactly. We’ve been looking for someone like you to partner with exactly, and what i was saying, slideshare is owned by linked in. Yeah. So not surprising that it’s i guess it’s gravitated toward business and you can you can embed slideshare content in your personal yet or your or your organizational linked in page yet? Yep. You khun just connect them on dh from from your linked in profile, and it’ll even just automatically pull in your most recent slides or uploads, you know, if you were doing something else so all a very easy way to embed large what maybe large files? Because especially if you’re doing power point or keynote and you have video and or there’s photos in each slide yeah, very large, you get those very large files other other ways, you know, just ask you generally other ways that charity’s could be using slideshare or other tips that you have for for engaging through slideshare well, i think that the training is really what what i’ve seen organizations do well with most often is there already creating training materials, whether it’s for volunteers, it’s for a certain department, you know, and using slideshare is away too. Put those up there, how’s them for free, you know, think about it like youtube, where even though you’re goingto use that video for your campaign or in your marketing and you’re going to embed that video on your website, you’re still going to post it on youtube so that all that organic traffic that could maybe come across it can still come in. And so posting those materials about, you know, the great things that you’re doing with social media at your organization and here’s, you know, kind of your overviewing training materials than other people that are interested in either your organization or social media in general could find that come to you and say, great, i want to get involved with your efforts, so i think thinking about it as the place you know, like youtube, where you, you how’s the content even though you’re using it elsewhere because you still just get the benefit from the other platform. And as google and other search engines index the the content that’s in your slides, it’s, sort of a wayto ona ona niche because you’re you’re slideshare going too, so dense with key notes that are just i mean, i’m sorry keywords that are necessarily embedded in there because it was part of your part of your presentation. Yeah, way of sort of owning a very narrow niche that your expert well and it’s it’s great for search engine optimization, you know, they’re one of their three highest sources is organic google searches so if i am, you know, working on a proposal for these are the five strategies for ending homelessness in new york city, and i’m pitching this to some thunders, and i want to find you know what? I’m going to start a coalition post it there because if someone else is looking just on a search for how do we end homelessness in new york city? And they get to my presentation now, i’m i’m creating credibility for myself and setting up our organization as the leader on that cause. Any sample ward should membership director at non-profit technology network and ten her new book is social change anytime everywhere, and i am going to a february twenty eighth book launch at five thirty at, which is at the planned parenthood federation quarters. You want to say a little about how people can can attend that if they’re if they’re in the new york city area? Yes, i think if you go to social change any time dot eventbrite, dot com something i will come. We started your blogged way started any sample ward dot or yes, i will put it up there. It’s not up there now, okay? Or put it. On the show’s facebook page, facebook page and lengthen group grayce forget linked in okay, yes, but that happens to be on february twenty eighth at five thirty, yes, and we’ll have books to sell but also will be doing a presentation just about ten, really tactical tips that people can take away from it, too. I’m gonna be there. I’m gonna see how many other people think you’re the social media scientists like i do think, of course, thanks for having me pleasure, my thanks also to martius to panic. More live listener love philadelphia p a you joined us a little bit late, but welcome next week. J love, ceo of bloomerang we’re going talk about donorsearch tension, you know that it’s, much cheaper and easier to keep a donor than to replace one j love has insights to help you, and that might actually have something to do with engagement using the social networks. Somebody should write a book about that and maria semple, the prospect finder and our prospect research contributor, returns she’s our doi n of dirt cheap and next week maria has to free sites to help you get serious with prospect research natural. You’re gonna have to listen and a reward we’re listening this long, and staying at the podcast is far i’m giving away two, three hundred forty nine dollars one year subscriptions to the atlas of giving remember rob mitchell was on a couple of weeks ago atlas of giving you khun benchmark your own giving get custom reports through this three hundred forty nine dollars value. One live listener one podcast right now live listener go to pick a platform, but i’m on facebook go to facebook! Go to the shows, facebook page and post i’m listening live to non-profit radio first person who does that on the facebook page gets one these three hundred forty nine dollars subscriptions and first podcast listener who does that? Also on facebook? I’m listening to the podcast of non-profit radio you will also win. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday one to two p m eastern at talking alternative dot com finding things to getting ding, ding, ding ding. You’re listening to the talking, alternate network waiting to get in. Duitz nothing. You could hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower. We’ll discuss what you’re born you society, politics, business and family it’s provocative talk for the realist and the skeptic who want to know what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Told you.

128: Lead And Matching Gifts In Your Campaign & Many Matching Corporate Gifts – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Professor John List, chair of the Economics Department and founder of the Science of Philanthropy Initiative at University of Chicago

 Chuck Longfield, chief scientist at Blackbaud

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

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It’s tony martignetti non-profit radio hello and welcome to big non-profit ideas for the other ninety five percent. I’m your aptly named host. The campaign for five hundred stars ongoing. We’ve more than doubled the number of ratings on itunes. I thank you very much for that the campaign is ongoing. We want to get one hundred ratings on itunes, so please go to non-profit radio dot net and then click view in itunes and raped the show. Thank you very much for how far we’ve come. Oh, i very much hope that you were with me last week. I couldn’t stand to learn that you had missed aye, aye and you ex information architecture er and the user experience. Lacey kruger lied information architect that blackbaud and misty maclachlan, the company’s principal user experience consultant, had lots of ideas to help you design your online properties for success so that visitors return and supporters stay engaged and tech trends. Scott koegler, our tech contributor and the editor of non-profit technology news, told us how he sees non-profits using computing to fulfill unique needs engaged through the social networks, customize their own computing and what he expects to see more. Of in the future this week lead and matching gif ts in your campaign professor john list from the university of chicago chairs the economics department and founded the science of philanthropy initiative or spy. No longer must fundraisers rely on tradition and conventional wisdom in campaign planning, you have rigorous science to guide you around lead and matching gif ts how big should lead gift be to impact e-giving well, a one to one match raise as much as a three to one match. You’ll be glad that you’re sing and many matching corporate gif ts chuck longfield, chief scientist at blackbaud, has lots of simple ways to increase your matching gif ts from corporations tap into the annual one point four billion dollars from twenty thousand companies. Did you know that volunteer hours are also dollar matched by many companies? We’ll start with the sector benchmarking and go from there, and that interview was pre recorded. It blackbaud twenty twelve bb con conference. My pleasure now to welcome john list he’s the homer jay livingston, professor and chairman in the department of economics at the university of chicago. He’s expert in the science of philanthropy and his new project the science of philanthropy initiative spy is funded by the john templeton foundation. It’s, a research and outrage venture and we’re going to talk about his research and spies, outreach to charities and how you can participate. Professor john list. Welcome to the show. Thanks, tony. Thanks for having me. It’s. A pleasure to have you from chicago. You getting snow out there? The way we’re getting inundated died here in new york. Not too much, but it is pretty icy here. So it is. It is difficult driving conditions here, tony. Okay, well, i’m glad you’re safe in your little office. I was, you know, i like to picture academics. You know, my major was economics that i was an economics major at carnegie mellon university. That’s why you’re so smart now, that’s. Because i was rejected by the university of chicago. I hope you were not share in nineteen. I would have been applying in nineteen. Eighty. I hope you were not chair in nineteen. Eighty. I was not. I was actually in eighth grade in nineteen. Eighty rock. Okay, well, you’re a little younger than me, but you don’t look it from your photo now, okay? Let’s, talk about spy. This work is very interesting. Like i said in the in the lead in no longer must charities rely on conventional wisdom? Let’s, start with your methodology around campaigns. What are you doing? I think that right? I think when i first i became interested in this area, tony what i what i found was that you had a bunch of really good people, a bunch of really good hearted people who were basing their decisions. Mohr on anecdotes and gut feelings. Right, then the actual scientific method. So when i say scientific method, what i mean by that is basic a basic experiment. So in that basic experiment, it’s always important to have a control group. Because then when you have ah, treatment groups such as some people might get a one to one match. You want to always compare that to a group of people who did not receive a match? Okay, that’s what? I call a program that’s the control group. Watch out. I have george in jail on tony martignetti non-profit radio. You you scared it closely. But you then you defined control. You could define control group. So you’re clear, but watch out. Okay, all right, so so we have. This is this is the scientific method. We have a control group in a test group or treatment group. And how have you been applying this to campaigns beyond matching? Sure, sure. So when i first started, i was presented with a problem at the university of central florida. So at the university of central florida, the deen challenged me to start a center to do research in environmental policy and what the dean said it is. John, you are responsible for raising money to start the research center. So of course, the first question becomes different in need of resource is for a capital project. What are the first steps i should take? And the fundraisers will tell you you should secure a fraction of the money privately before going public. So, as an economist, i asked a simple question. Well, what is the optimal fraction? What i essentially found? Wass ah, bunch of anecdotes about what that fraction should be. For example, the fund-raising school recommended that forty to fifty percent of the goal should be pledged before the public campaign begins. Other hand books recommended figures between twenty and fifty percent. Right around the same time the university of wisconsin was building there. Cole center, which houses the basketball team in the hockey team. And what they had done in the quiet period is they’re gone out. And gathered twenty seven of their seventy two million dollar goal. So as you can see that the evidence is sort of scattered all over the place. And i simply asked, how do we know which fraction is correct? And very few people had actual scientific evidence to back up their claims that a certain fraction was actually the correct fraction to gather in private before going public. Okay, so he looks just exactly is i didn’t set up a direct mail solicitation, and i split ten thousand households into different buckets or different groups. In one group i advertised, we’re looking for money for our center for environmental policy analysis here at the university of central florida, and we already have ten percent of what we need. We already have that from an anonymous donor. If you know, another group of hall souls received a different kind of letter. It was identical in all respects, except it said that we already have thirty three percent of the of the goal. And another group received a letter that said, we have already saved sixty seven percent of the goal and then the fourth group, which is our control group received the letter. But there was no mention that we have received up front money. Okay? And so this was to our knowledge to your knowledge, is was the first scientific method rigorous test at least that you could find of different match is having an impact on thie outcome of giving? And what did you find that’s? Exactly, right. So what we found is that over that range from ten to sixty seven percent that the more you advertising seed money, the more gifts that you will receive. So in this particular study, what we’ve found was that most people gave and those who were going to give actually gave mohr so the more seed money you have, you wouldn’t do it more people to give and those people who would have given anyways they actually give mme or when you have ah hyre level of seed money. Okay, interesting. And so you did this work. University of central florida. You were then stolen away, recruited away to the university of chicago for more sophisticated work. E well, i don’t know about that, but, you know, there were a few stops in between. I ended up going to the university of arizona, and then from there, i went to the university of maryland and well, i was at the university of maryland. I spent a year working in the white house at the council of economic advisers, and then after that, i came here to chicago to get smarter. Okay, well, you work your way north from from two very south locations. Work your way to the northeast and then the frigid chicago area. We’re going to take a break right now, john, and when we come back, we’ll talk about that more sophisticated work and how it’ll applies to charitable giving. Stay with us. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public lasts or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back. We’re talking with professor john list from university of chicago about leading matching gift in your campaign. I have to send live listener love somebody, somebody in chicago was listening. John, you’ll be gratified to know that there’s a listener in chicago and it was very good. New bern, north carolina, bethlehem, pennsylvania and washington, new jersey live listener love going out also to taipei, taiwan and shang xero change china. I don’t know how to pronounce it. C h a n g s h z chung’s. We’re doing the best we can here. China s o tio taiwan and china ni hao. All right, professor john. Now that you’re at the university, your work has expanded and you’re doing work now with some pretty large charities. Want you describe that that’s, right? That’s. Right, tony, um, you know, after you established that upfront money is important, you can ask yourself, well, should we be using that money is simply an announcement like i did at the university of central florida? Or should we be using it as an announcement and is a match? So, for example, you could say an anonymous daughter just gave us one million. Dollars now we will use those funds is a match. So, for example, for every dollar that you give, we will match with a dollar of this donors. So we ended up taking that idea, which, of course, is a common idea in fund-raising to a simple, direct mail experiment with the sierra club of canada and what we were interested in there it was simply testing the idea of announcing money, which i did at the university of central florida campaign versus announcing money and using it as a one to one match. And what we found there again, we’re we’re sending out tens of thousands of letters two households essentially using the normal ask that the sierra club uses. But here some households receive a letter that has, for example, no mention of this upfront money and that’s, a control group. Other households received the match other households received. We have some money. But there is no match campaign. And what we found there is that again. Seed money works quite well. What i mean by seed money is that if you have up front money that’s very effective in generating people to give but the interesting thing there is that the one to one match worked about as well. Is the seed money treatment in both of them worked much better than the control group. Okay. Okay. Now, the one to one match. This is with the sierra club of canada. The one to one match, you said worked a little bit better than the leadership gift announcement. Actually, they were the leadership gift announcement. Worked slightly better, but they were okay, but they were statistically the same. If you look at them throughout statistical tests, they were about the same. Okay. Okay. And that was a one to one match. Now, what do we know about the what have you learned about the differences between different levels of match? One, two. One, two, one. One, two, two, etcetera. Exactly. You know, tony that’s a great question. Because that’s that’s clearly the next step in the research agenda. And when you look a man, i should have been a profess xero economics. I did well to carnegie mellon. I have no shot having gone there so way. Always have a spot here for you at the university. Thank you, thie that you know, you’re not the dean. Just need department chair. Well, no, i’m just a lowly department there. Department chair, while i’ll use you for my letter of recommendation. All right? Absolutely. Okay. What do we know about how these different levels of matching compare? Yeah. That’s a good question, because you know, the anecdotal evidence out in the field is that obviously a three to one match should work. A lot better than a one to one match in a three to one match, of course is, for every dollar that you give, the charity will match with three dollars and the one the one every dollar you give the charity will match with a dollar. But of course, when we went out to the literature, we could not find any scientific evidence that indeed a three. The one match was better than a one to one mad again. Just a lot of conventional wisdom. And this is the tradition. Absolutely. Okay, absolutely. Which, of course, drives an economics professor. Not what we don’t have any data or scientific evidence to back up that finding. All right. Here’s. Where we? Yeah, here’s. Where we part company c i should probably just settle for an honorary. Ph d from the university because it hasn’t driven me as nuts as it has you, but i’m glad it has go ahead. Absolutely so this time we teamed with the national liberal non-profit in the us, which does political and socially oriented work, and i have to be careful because i cannot mention the non-profit due to a non disclosure agreement that we made with them. But essentially the background is that every month they send about fifty thousand letters, too. They’re regular donors, and they asked them for money and essentially what we did is, again we put the households into different buckets or different groups. In one bucket, you had households that received a one to one match offer. In another group, households received a two to one match offer, and in a third group, households received a three to one match offer. And then, of course, we compare that to a fourth group, which is the control group, right? No match, no match at all, which they received, you know, a typical letter that says we’re looking for money to help the cause, so to speak. Okay, so what we found here is that if you just look at the data amongst those households that received a match offer versus those households that did not receive any match offer. You raise about nineteen percent more money in those matching treatments compared to the control group. Excellent. And the interesting part is that effect occurs entirely on what an economist calls the extensive margin. And what i mean by that is that nineteen percent occurs entirely because the response rate went up about twenty two percent. So more people decided to give. When there was a match available, they still gave the same amount per person. But more people give when there’s a match available. So so the effect is not because people are giving mohr, but because more people are giving exactly. And this. And then the level of giving doesn’t change among among all the people who give versus the control group that’s, right? So if you were going to give anyway, on average, you give the same amount. But you just get twenty two percent more people to give some money rather than give nothing. And is that impacted at all by the level of the match? Exactly. So the other finding that we that just jumps out at you in the data. Is that the three to one, the two to one and the one to one match groups perform identically. Are you sure about that, e? I mean, nasa has made mathematical errors, and they forgot to convert you forgot to convert fahrenheit into celsius or something like that. Are you sure about this? I mean, it happened, you know, if you hadn’t. If you haven’t double check your math, i’ll understand. But i’ll tell you what. I have double and triple checked my math, and i’ve also gone to other charities, and i’ve done the same kind of experiment with amnesty international with liar, a beat, a children’s hospital. And what we find over and over again is that having match dollars, really? That really matters a lot. But the size of the match does not matter. Ah, that’s. Very interesting. Very interesting. And contrary to all that conventional wisdom that we were talking about. Okay, so the one to one match pulls well, has has the same effect as the three to one match. Okay, if you’re sure okay, what about the one, two two or one two, three. Where? A dollar gets fifty cents or something like that or those types of matches exactly that’s very good questions. So we have now extended that original experiment all the way down on the other side, so we’ve looked at one to two and we have looked at one, two, three and again one, two, three and one, two, two are the same as one to one. So at least over the range that we’ve experimented with one toe, one all the way down to one, two, three and all the way up to three, two, one we find the same result that people give the same amount of money. Now, i think we need to take care here, because if we would go all the way, say, for example, to one to one hundred, if you give one hundred dollars, we will match with one dollars, i’m pretty sure that would not work very well, although that’s a gut feeling, so i i i i don’t want to break my own rules, right? Because that’s, just my intuition that suggests if you go that far, you can actually hurt your capital campaign, but i don’t have any empirical evidence for that okay, john list is the homer jay livingston, professor of economics and chair of the department at the university of chicago, and we’re talking mostly about his work through the science of philanthropy initiative at the university spy, which you’ll find at s p i hub dot or ge, and we’re going to talk about working with it’s by very shortly. All right, john. So now we don’t know one, two one, two a one hundred match that would i guess you would expect that to be different than a one to one match, but we don’t have any evidence of that, right? That’s correct. Okay. Do you plan to test a match that that that’s that largest to see if there where where the boundary is that the one to one effect breaks down? You know, i would love to. And just exactly as you mentioned. Always looking for partners to try ideas such as that one. And i think that’s exactly. The next step that the research will take is is where does the match the effectiveness of the match actually break down? I think it’s a great research question and one in which i do wish. To explore. Okay. Okay. Interesting. Now you have some evidence of how this works on ah, dahna ah, warm list versus a cold list. Why don’t you describe those and what? That what those outcomes are exactly. Exactly. So when we think about warm list, what? The way that we differentiate people in data sets is a warm list is a person who has given to our cause within the last three years. So if you’ve given ten dollars or ten million dollars within the last three years, we label you is a warm list person. Ah, cold list person is a person who has not given to our cause in the last three years. So that just gives you some definitions of the way that we think about cold lest versus warm list. Now you’re exactly right to pinpoint that feature in our data. What we find is that the cold less people are more influenced by the match, then the warm list people it’s. Not that the wordless people are not influenced by the match because indeed, warm, less people are influenced by the match. They’re just not as influenced as much. Is the coldness, people? Okay, okay. And they’re influenced in what way the proportion of giving is greater, right? Because we’re talking about more people giving not people giving mohr money exactly it’s exactly proportion all about the number ofthe coldness people who give above and beyond the number of coldness people who give in the control group. Okay, okay. Interesting. All right, let’s, move to. Well, let’s, let’s spend a little time talking about the partnership. We have more to talk about your research in terms of leadership gifts. We’ve just been talking about matching gifts, but you’re you’re actively looking for charity partners to work with, right? Absolutely. So, you know, we’ve just we’ve just begun. We’ve just started spy hub dot org’s is you mentioned earlier, and even though my own research, i’ve been doing work in philanthropy now, since nineteen ninety eight, we have just received a very generous grant from the john templeton foundation that allows us more opportunities and more time toe work with those charities out there who are interested in partnering with us. Remember, you’re gonna have to put up with our craziness because we’re academics. We have crazy ideas. Yeah, you should see your listeners if you go to my block. You’ll see you’ll see john’s, head shot and there’s all kinds of mathematical equations behind him on a blot on a blackboard. There’s, not even a whiteboard. I was surprised i would have thought for sure university chicago would be using whiteboard technology, but not in your classroom anyway. Unless it’s an old photo it’s it’s chalk on a blackboard and you have the and use lambda in your and some of your equations that would know lambda always scared me as i was as i was doing economics, studying econometrics and regression analysis. I don’t know why just lambda lambda just seems intimidating to me lambda i don’t know a couple of lamb does behind so yeah, i looked at your picture way linda brings up everybody still old school here. I’m sitting in my office right now and i actually have a blackboard in my office which has lambda written on it. You do see that’s? Why i’m getting a bad vibe going toe. I want to bring out the love cristal here. Couple of a couple of shows ago someone held the crystal court’s love krystal i’m getting a bad vibe till and it’s a lambda thing for me? I don’t know why i just since my econometrics days, lam does giving me trouble. All right, we have just a couple minutes before break. So let’s, keep talking about eso charities. Should charities that are interested in putting up with you go to s p i hub dot or gq? Or how do they get information? That’s, right? I think that’s a good spot to go to or, you know, you can actually google me if you google john list. You know, i promise you i’m not the mass murder. That guy will come up first. I’ll probably come up second. Zoho is there one of those? Okay, yeah. You know, john list is a very unfortunate name, but, you know, my email address you can email me here at the university of chicago, it’s jade list at u chicago daddy to you. And, you know, we can begin discussions about forming a partnership. Our bottom line is this we don’t charge for what we do, but what we expect is that we can use the data that is generated from the cause you know, from the telephone or the direct mailer or the or the banquet that we could actually use those data when we write academic papers or we do radio interviews or television interviews. And what have you that that’s, really, the only cost is that you allow us to work with the data and pushed the knowledge frontier in this particular sector, because that’s, really what we’re in it for, we’re not in it to make money ourselves way really want the sector to undergo a scientific revolution, because we believe so strongly in this sector. Okay, on dh, this can be done anonymously, right? The charity name doesn’t have to be in your research. Okay, absolutely. All right, we’re gonna take a break, and professor list stays with me, and i hope that you do, too. Co-branding dick, dick tooting. Good ending. Ding ding. You’re listening to the talking alternate network e-giving. E-giving you get it, are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Hi, i’m bill mcginley, president, ceo of the association for healthcare philanthropy. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I got more live listener love of going abroad. Taipei, taiwan. Ni hao, seoul, korea. Anya haserot, valencia, spain. Ola and who? Nador a romania i don’t know how to say hello, but i’ve been in your neighborhood. I’ve been to moldova. I spent a week in moldova a few years ago. Okay? Professor list way told charities how they can get involved with you. Let’s, move to your research on leadership gif ts what was that about? So? So what the leadership gives essentially are about is that if you receive upfront money, there are many different ways to use that up front money. You can simply announce it is we did at the university of central florida. You can use it as a matching gift. Is we just talked about, or you can use it, for example, for small gifts. You know, small daughter gets teo to give to people who actually give to your cause. Or you can actually use it for lottery prizes. If you wanted teo to link people’s contributions to a possibility, tto win a large prize. Those are other ways in which you could use upfront money as well. Okay. Interesting. Yeah, go. Ahead what we’ve been finding is that if you actually link the donation to ah probability of winning a prize that you khun considerably increased giving rates, in fact, is much is one hundred percent, and most of that result is actually on again the extensive margin more people are giving when they have a chance to win a prize. Okay, um, and how does how does this type of e-giving compare with the one to one match? You know, this type of giving is in the range of a one to one match. So if your ah, if you’re thinking about going out and using up front money, what we’ve been finding is that a one to one match works about as well is ah, lottery where you where you give away a large prize, say a thousand dollars to one of the donors it works about equally as well as a one to one match. Okay. Okay. Um, these are too different types of inducements. This is interesting. Is that the, uh one to one match is conditional on the person giving and the the other is not it’s it’s. Definitely. What? Why that? What is that difference? Mean, exactly. So what we’ve been finding you pinpointed a very important fact in our data is that on the one case one to one match, those dollars essentially are conditional in the sense that you have to give one hundred dollars to have the anonymous donor gives one hundred dollars. We’re a leadership gift is essentially the the lead daughter giving money that’s unconditional. So what we’ve been finding is that that unconditional gift tends to be slightly stronger, a slightly stronger signal to donors. Then the match gift is, and we think that’s because the signaling value off that gift and what i mean by signaling value is this anonymous donor probably knows mohr information about the charitable cause than i do. So if i see her giving a large amount of money for the cause, that sends a signal to me that charitable dr is a good one. It’s a good signal of charitable quality, that’s what our data points to time in and time again, that the leadership, a gift is a very important signal of the quality of the charitable dr. Okay, okay. Let’s, i want to talk a little about what you’re what you’re doing next. You have some interesting research that you’re working on your next project, the one one and done right? Yeah, right, please. Yeah, that’s good that you bring that up because this is a project that right now has a lot of my attention, and this is a project that we’ve worked in partnership with smile train so smile train is a wonderful organization that takes care of cleft palates of of the youth overseas, so they send doctors overseas to take care of this very dreaded birth defect. And with them, we’ve developed a program which we call once and done and essentially it’s a direct mail solicitation. But within that direct mail solicitation, it says, give now and we will never bother you again if you check this box. John, we have just a minute left. Give, tell us briefly what? What? The impact of that is sure what we’ve been finding we’ve sent to about eight hundred thousand people in what we’ve been fighting is that if you use once and done, you can raise about three times more money, then you can with the control group onley thirty four percent of the people will actually check the box. And when you look into the future, you don’t actually lose donors. You raised just as much money in the future. Is you raised from the control group in the once and done group. So, in essence, you raised about three times more money in the initial mailer, and it does not compromise future fundez from those people. Okay, we have to sort of leave it there. I think you should call it one and done, though not once. And done. You’re missing the good alliteration opportunity wanted done. No one gift. And you’re done. Remember how many economists not an english professor? Would you go for the goal for the liberation? I don’t have more punch one and done. I think you should rename it one and done. But obviously, the impact on the outcome is what’s. More important, jonathan. Thank you very much for being a guest. Thank you very much. I look forward to talking to you soon. Tony. My pleasure. John list, chair of the department of economics at the university of chicago. You confined him at s p i hub. Dot org’s, spy hub dot or ge and he and i will be in touch to schedule the date for my honorary ph d ceremony. I have to do tony’s take too, because i want to keep john on, so i put that off a little bit it’s the five hundred stars campaign very, very simple. We’re trying to get one hundred five star ratings for the show it’s already having an impact, the show is trending it’s in category called what’s hot in non-profits on itunes and also in government and organizations on itunes s o you’re having an impact, i’d be grateful if we could just get to the get even more get to that goal of one hundred five star ratings. We start at non-profit radio dot net and then click view in itunes and that’s all explained more on my blogged at tony martignetti dot com, and that is the tonys. Take two for friday, february eighth, which is the sixth show of this year now i have for you ah pre recorded interview from bb khan twenty twelve last year. Chuck longfield, the chief scientist there at blackbaud and our subject was matching corporate gif. Ts hears that. Welcome to tony martignetti non-profit radio coverage of b become twenty twelve blackbaud conference where outside washington dc gaylord convention center with me now is chuck longfield trick is chief scientist blackbaud chuck. Welcome. Thank you. Nice to be here. It’s a pleasure to have things very much. Your session topic yesterday was don’t leave money on the table. Ten proven practices for success with magic gift let’s start with a very basic why shoot a charity spent time with matching gives his reforms there’s compliance is going to be back and forth with companies. Why is this worth it? I’m currently about a little over a billion dollars a year is given by corporations to matching gets about one point four billion dollars it’s about twenty thousand companies in america that will match their gifts, about half of the fortune five hundred have matching gifts, they’ll match donations, and a number of them will also match volunteer hours. So, for example, if you volunteer at a non-profit you work for microsoft, they’ll actually pay you fourteen dollars for every hour that you don’t pay the non-profit fourteen dollars for every hour they volunteer and some companies if you give them a thousand dollar donation or one hundred dollar donation, they’ll match it. Oneto one, two to one, three to one. So it’s in a sense, it’s kind of newfound money caused fund-raising isn’t all that high. There are some compliance issues and paper forms and such but that’s getting easier. So in general there’s there’s a big opportunity and i’ve done a lot of research that has shown that most companies are not doing nearly enough in this area and they could be substantially increasing their revenue several percent if they pursue some of these practices. How recent is the bee in person volunteer time it’s been a mean it’s been in place for a while now. It’s a relatively new thing but it’s it’s been in place for a while. Okay, so it’s worth the small administrative time that’s right in the past. The way the process worked was the employee was encouraged to go to the hr department. More recently go to the internet at their company. Get a form. Fill out the form. Send it into the non-profit. Non-profit indicates that they indeed got the donation. They send it on to the company. The company over time has been outsourcing this to other companies to do the paperwork. So it’s actually been someone burned some authority, but the internet and a lot of links now have made this easier. So most employees now just encouraged to go to a a site. They could indicate that they made this donation and the paperwork is all done. So, for example, there’s, a company in new jersey that j k group that works with many of the fortune five hundred companies, and they have a website called easy match and you use easy match the processing for the nonprofit for the employees, for the corporations made much easier. Okay, e-giving listen, is the name of that company one more time? The company actually is kind of in the background, but their website is called easy match zizi match daikon. No, i’m sorry. E a s y m a c h dot com. Okay, hyre so what was what was the first piece of advice that you shared on building this magic gift? So one of the pieces of advice which actually wasn’t the first, but i’ll start with it is the benchmark with against your peers. So in different organizations, latto have different resources, there are organizations that have probably like yours that that i realize a greater percentage of matching gift dollars, and so when you’re actually looking at the opportunity. So for example, if your university, there were many universities, now that a matching five, six, seven percent of the total revenue with matching gifts. So if you’re doing one percent in your university, you’d say, well, how are they getting five percent to finally get one percent? If you are a public broadcasting station, good public broadcasting stations, air getting three or four percent, most public broadcasting stations are getting well under one percent so they can look at their numbers and they say, well, why am i not getting three or four percent? So it’s a good way by benchmark king first to quantify the game that you might realize really, it does vary considerably. Sounds like across different charitable vision. Well, it doesn’t, and in fact, the public broadcasting stations could probably achieve five, six, seven percent that they would need to actually start doing some of the things that comes more easily to a university, like knowing where their people work so university can collect that more easily. Where’s, the public broadcasting station might have more trouble finding out that you work for ibm, but but still the real issue is that if you know how well some of your better peers are performing, you can actually estimate what how much money is at stake for you. And then the actual practices are relatively easy. I joked in my presentation that there’s a surgeon, a tool go on, they wrote a great book called checklist manifesto, and he pointed out in the book that if doctors washed their hands, they would get ten thousand fewer patients a year would die of infections, and book doctors don’t always wash their hands. In fact, the substantial number don’t well, then matching gifts. The analogy is that if you want substantially more matching gift dollars, all you have to do is remember who matched last year and remind them when they give this year to match again. So it’s, not rocket science. But if you do it, you actually would boost your matching gets there’s a few practices like that that are relatively straight forward, okay. You’re listening to the talking alternative network. Duitz are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Before we go back to the rest of the interview, we gotta send live listener love to estero, florida and new york, new york, new york, new york finally where you guys been? Okay, here’s, the rest of the chuck longfield interview my share, another short, simple fun i could find simple and fun that’s, right? So another one is is that a lot of people now moving, too websites to make donations it’s relatively easy to but on your website another line which says that if you work for a matching gift company, please match and you can actually hyper link it to the list of matching cos the twenty thousand companies so somebody, if they do work, they can click, they can look up apple computer, they click on apple computer indicate that they work for apple and the process can begin. And in fact, with somebody like apple, the next thing you’ll be directed to do is click on easy match and the process basically would be finished. Type in your employee i d number indicate that you made the gift and be off. Is that a list of twenty thousand proprietary? You have to be working. With a company to be ableto hyperlink super vis, yes, it’s actually it’s a very low cost and smith it’s made available by two companies, blackbaud is one kapin is and now the gp is another, and it costs about a thousand dollars to license the soft with the list of companies and an awful lot of companies already licensed. It put it on their website, but yes, a small and midsize non-profit that’s not doing that should do it because it’s relatively easy, and then the donor is self serving, servicing themselves, they’re indicating it moving on got another like he’s fun. Well, another one is, is that if you’re a regional non-profit so say europe non-profit in the houston market, houston, texas market and exxon mobil is a big employer in your market, or if you’re a bank of america and urine that their market, you can actually get their blank form. And if you know some of your employees work for exxon mobil, when you thank them, you can actually just send them the form or send them an email hyper linked directly to the exxon mobil website so they could go on, make a donation and it’s relatively easy to determine that some of these people work for exxon because they might already have volunteered their email address and their email address might be chuck it exxon dot com really pretty simple research making it so much easier for the donor hyre that’s correct. And in fact, if you look at the university’s universities that are getting this five, six, seven percent more money aren’t doing anything more than these basics, plus making sure they find out where you work. Okay, what our strategy for finding out where you work, we mention public radio probably doesn’t know that how can i help the small net size shop get that information? So probably the best way is, is that if you’re doing phone of john’s or any type of telemarketing speaking with your donors, so for example, in public broadcasting, they have pledge drives when the person calls it in pledges, you simply ask one more question, where do you work on whether your company matches and you’re off and running? If you do telemarketing you, khun called sometimes organizations calling thank their donors and you think you could ask him if they work for matching company? You can buy this data from song third party vendors. That source isn’t so great yet that that there isn’t really an easy way to give them a list of your donors and for a third party to actually tell you where they worked. But those companies are trying to get better at that. Linked in, obviously, is a celestine, so sometimes you can simply go online, and what a small and mid sized non-profit could be encouraged to do is just go online and look up your major donors. You’re bigger donorsearch sabat e-giving five hundred thousand dollars. Type them into lincoln, see if you can find out where they work it it’s, a matching company pursuit for a matching gift. So i made you die aggressive, too easy and fun. Are there other strategies? Wanna share that geever topic you’re talking about? No, you know, actually, i think the ironic thing about many of these things is that they’re actually relatively straightforward, you know, one of the things that is more complex and could actually make it easier, but easy matches is kind of doing away with it is some organizations can actually take the form, fill it out, fly you send it to you and all you have to do it, sign it and send it back in. And if you’re a national non-profit that’s hard because there’s so many matching gift forms, but it turns out in most cities in america, major cities, three of four, five companies represent eighty percent of the matching gifts in that area. So in many cases, you don’t have to work that hard for it. One other thing you could do, which is probably true of a small kruckel organization. That’s, right? That’s, right, it’s just, you know, most of the money is coming from the big employers in town. Now, one of the other things you could do which is kind of a clever thing, is that say, you know, you have a lot of people who work for a company and it doesn’t match gifts, but you may have twenty or thirty employees that worked for that company. What some people have found success in is actually just making a list of those thirty people are and going and visiting the company in their corporate relations and talking to them about what would you make a donation to us either because you’ll match your employees gifts or you’ll just make a donation, advertise it and you’ll know thirty of your employees is gonna be thrilled because they support the organization as well. And so it’s another way to engage companies and promoted and again universities have gotten very good at that practice is well and end up pursuing people. You have just about two more minutes. Okay, what else? I’m just gonna throw it out. What else would like to share around? Pretty simple teo to build scale? Yeah, that’s e-giving dahna well, the one thing thiss isn’t the technique, but just to show the opportunity when i said that there’s one point four billion dollars donated that’s about ten percent of corporate philanthropy, so corporations make many other donations to non-profits, but about ten percent of it is matching gift contributions. One point four billion that is less than, and in most cases fairly well, less than one percent off. When i said that there’s a five to seven percent opportunity and so there’s tremendous room toe actually raise total corporate philanthropy, matching of france will be by a billion. Two billion dollars. I had a question this morning about what that actually leads corporations to cut back on their match and give program, if all of a sudden what people were doing it. And i’ve talked to people both work in the company’s as well as other knowledgeable people. And they joked that it’s still such a small toe, a percentage of total corporate philanthropy that we could easily double it, and the corporations really wouldn’t block at it. So why definitely encourage non-profits to go after this money, and i think it will be there. Let’s, take that rationalization off the table. You’ll end up cutting us back if we do more often. Hm. Chuck longfield is it is chief scientist, scientist for blackbaud. Thank you very much. Thank you very much for spending time. Pleasure. Thankyou, tony. Pleasure. Thank you. Tony martignetti non-profit radio coverage becomes twenty twelve. My thanks. Also to the people at blackbaud who supported me when i was there for their october twenty twelve conference. Thanks also to john list and eating. Debray is who works at the university and helped with all the logistics of getting professor list as a guest. And on the phone next week. Marcia stop panic is an adviser to the new york university heimans center for philanthropy. And she was the founding editor of contribute magazine. We’ll talk about the role of women in philanthropy. I’m calling it some raise money. Some raise hell. And amy sample ward, our social media scientist. Little bit of a hell raiser herself, i would say although she’s afraid of alligators. She’s coming back. Amy will be with us next week. More live listener love atlanta, georgia and columbia, missouri. Welcome live listener love to you in georgia and missouri. The five hundred stars campaign. I think i’ve mentioned it once or twice. Please go to non-profit radio dot net, click view in itunes rate the show. Go now, go right now before you forget. Thank you, and thank you for as far as we’ve gotten so far, more than doubled the number of ratings on itunes. Thank you for that. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules ivory. Much hope that you will be with me next friday at talking alternative dot com. That’ll be friday, one to two p, m eastern. Hyre dahna i didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, get anything. Think. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday nights. Nine to eleven. It will make you smarter. Talking dot com.

116: Grow Your Grateful Patient Program & Disaster Relief – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Bill McGinley, president and CEO of The Association for Healthcare Philanthropy (AHP)

Nancy Johnson, senior consultant at Target Analytics

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

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

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. My thoughts this week, of course, are with everybody affected by sandy up and down the northeast than into western new york, the finger lakes and ohio. My thoughts are with you, i am calling in from north carolina because i couldn’t get back home in time to do the show. So what? We have a show and we’re proceeding, i hope you’re with me last week. Oh, it would hurt me deeply tto learn that you had missed a conversation with janet eggers she’s, a senior vice president of products and marketing for blackbaud at their bb con conference last month, we talked about what’s coming in the non-profit technology market, special considerations for purchasing technology and leadership lessons that she learned from being a triathlete. Also gps global positioning. Scott scott koegler is the editor of non-profit technology news in our technology contributor, we talked about location based services that use the gps technology in your smartphone. Four square, instagram, yelp and facebook places are examples of sites that you can learn from your partner. With to get to know your donors and volunteers better this week grow your grateful patient program bill mcginley, president and ceo of the association for healthcare philanthropy, hp and nancy johnson, senior consultant at target analytics, sat with me at the bb con conference to talk about health care, grateful patient fund-raising why these prospects are critical and very generous privacy concerns and how to start your relationship. Also, disaster relief charities want to help hurricane sandy victims, but in the rush to help, you can’t ignore the rules around private benefit needs assessment and documentation, you’ll be on the right path with our legal contributors, jean takagi and emily chan from the non-profit and exempt organizations law group between the guests on tony’s take two i have a bunch of sandy disaster relief organizations that are doing very good work, and i’ll share some of those. If you’re on twitter, you could be using the hashtag non-profit radio to join the conversation with us. You take a break and when we get back, we’ll go right into grow your grateful patient program stay with me! They didn’t think dick tooting getting dink dink dink dink you’re listening to the talking alternative network waiting to get in. E-giving, you could joined the metaphysical center of new jersey and the association for hyre awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. Dafs you’re listening to the talking alternative network. Yeah. Geever. Durney durney welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we’re in maryland, just outside washington, d c my guests are nancy johnson she’s, a senior consultant, target analytics, blackboard company, and bill mcginley, president and ceo association for healthcare philanthropy, both of you. Nancy bill, welcome, thanks for taking time on a busy day. Delighted fundez your seminar topic is best practices for successful healthcare fund-raising strategically grow your grateful patient program. Bill president, ceo of association for health careful answer. I’d like to get the articles right that got you surrounded. Details report. I like the articles. Why is a grateful patient program critical to healthcare? Fund-raising let’s start with basics in health care and our group, particularly those were representing providers, hospitals, medical centers, long term care, hospice and such. The group that is connected that has had an experience that has been touched by the provider is a very important group. They’re very generous, they are involved. They know what the organization is about, what it can provide. So there they are more generous, the average member of the public simply because they’ve had an experience with the institution they know what it’s like they are part of a major part of the family, which is the physicians, the employees, the governance, the executive, the trustees of the hospital, and grateful patients. They represent over fifty five percent of individuals that give healthcare so they’re essential for us and their big givers help me understand why they’re not unapproachable because of privacy laws. Well, they are very approachable, and privacy rules allow the health care provider access to demographic information, so names, addresses of patients are part of what we do internal for our fund-raising is perfectly acceptable. So it’s acceptable for the clinician to share with you development office is that right? Think the physician at the hospital, the nurse, the janitor can refer a name to the foundation for somebody who might be interested to get okay is perfectly acceptable in permissible under the law. And nancy, why don’t we start with some of the tips that you have for growing this very important grateful patient program? Fifty five percent of individual fund-raising to health care’s from these people. How do we get started? Absolutely well, one of the main objectives have to be able to find the people that are. In the hospital immediately so that the foundation can really approach, not approach them for it. I’m coming to say hello, i’m introducing you to the foundation and letting you know that our goal of the foundation is to increase the awareness of what we do to help raise more money. And so what we see is the opportunity to find the best people to make the right gift at the right time, and what we’re doing is identifying with people that are most capable as well as the people that are already connected. How do we start that conversation? Once we’ve identified people, how do we initiate conversation while they’re in the hospital? It’s a quick hello, i want to connect with you now, if you’re already a donor, i’ve been wanting to meet you. You’ve probably been wanting to meet me. We’ve maybe meditate events, we’ve we’re friends, so you would expect me to come by and say hello to you. So these people were starting with the premise that these are people who are already known through the hospital, oftentimes they are ok. Other times you’re a new prospect. A new patient, that’s just came to the hospital and what’s important is to let them understand and know that we have a foundation that will be working with them for the future. Okay, bill, what do you hear from fund-raising professionals in hospitals about making that initial contact? What kinds of responses are our patients willing to talk? Oh, very much so. And when our members are making these visits there rounding and they’re there in the room with a patient, one of the things that are offering to do is they’re they’re our contact for you, anyone that comes into a hospital to have a procedure that is very unique for the individual. It may be a bit routine for some of the providers are member, you know, really steps across that gap, providing for as a resource answering questions, someone they could turn to for communication to make sure that they’re comfortable, what with what they’re receiving and the kinds of things that they’re going to undergo an experience while they’re in the hospital, because it is a foreign land to anybody. Who’s, a patient who’s coming in for russian scary that can be absolutely it’s unknown and while again, it’s very routine for the providers in the sense that they lived there, they worked there. It is a unique experience for any patient is coming. Nancy, i took you on a slight aggression howto make contact once we’ve identified, but what’s your advice around doing the identification. Current patients absolutely. We have a process that is totally automated, so no human hands touching the data way. Use the black boy as blackwater target analytics. Many of our clients use razors edge as their donor management system. So many of their donors are already no one, and we compare they’re the names of the new admits two there database as well as to wealth program, and we’re putting a radio, letting them know the best prospects for major gifts, the best prospects for annual e-giving and that allows them then to make a decision if they should go visit okay, and or put them into an annual solicitation lorts joining and something even better. Yet, if we’re visiting someone that we know that is a major gift donor. And maintaining their interest in the programs and their opportunity to support activities that are beneficial for others in their this is an opportunity for the foundation to reach out to people with them in the hospital. So i look at it is they’re coming to visit you there, there if you don’t reach out and say hello to them after you’ve had a relationship for years, not really good. I want to say at least a hello it’s not going to be a long visit, but i’m reaching out to you. What if it is someone who’s who’s due to the hospital? Not part of the family, not someone you’ve known for years still appropriate, too. Greet them while they’re in the hospital? Absolutely, i believe that most people when they’re in the hospital, they’re experiencing something unique buy-in it may be the first time they’ve known about the hospital, they become part of the health care family there and by reaching out to them they expect it’s, a buffalo here here’s i discount for gift shop or maybe i’m goingto leave the newspaper behind for you. I come in with a friendly face, i’m not bringing in needles. And i’m not taking blood from you and it’s. A quick high. Okay, okay. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to the talking alternative network. Oppcoll durney i found that interesting. What nancy said in the session earlier today was that these people are coming to your home. They’re coming to the hospital are home, they’re coming into our facility. Ten there are any experience you have in the hospital there are there five, ten, fifteen people that air in and out that air touching your life during that process and tohave one focal point that could be helpful that, you know, you could turn to if you’ve got questions or a spot that you can go to a person, you could go to facilitate communication and make sure it’s clear among all these services that are being provided is very much appreciated by patients. That’s what we find so you’re encouraging the fundraiser to ask, act as a resource? Yes, from times they do on dh it’s quite appreciated, as you know. All right. So then, after we’ve identified we’ve initiated contact bill what’s what’s another strategy for growing this program. Well, that’s part of what we were talking about today, there are different levels of grateful freight patient programs at the very basic level, you find that contact that call being made that introduction and it may be sixty or ninety days later where we’re looking at that individual and deciding is this someone we wantto make an appeal to our reach out to bout some program or service that we’re offering where their donation can help someone else? Is it someone who’s contributed in the past or who has the capacity to do more? Do we want to put them way want to put an effort in front of them or an opportunity in front of them as a major donor, where they can make a significant difference because of their contribution to the community and, you know, that’s very basic there others where you’re doing the analysis in the analytics, if you will, you’re assessing wealth management capacity so that when you talk with someone, you develop a relationship, you clarify their interests and also the level of what you believe they can support a particular activity in helping others. Now, nancy, you’ll have to forgive me because i’m going to ask bill about what some advice for hospital may not have reasonscall so there are some way to walk away. I don’t want to have a conversation, but i’m just thinking of our audience is small and midsize charities, and there might be smaller hospital. It doesn’t have reasons aid xero identifying you wanna do it right? Well, i will tell you. Okay, identifying grateful patients. We often look we’ve compared to their database no matter what it is, and so doesn’t have they don’t have to be a razors that juicer. The ideas were helping them identify grateful patients and look into the patients that air there so that they’re contributing to their experience. So it’s a step just that they would have to be a mechanism for sharing the information from from no, i don’t know if it’s missions exclusions. It comes from admissions. Typically it kind of sermon ambitions. And then it’s submitted and and no one really has to touch it. It’s, elektronik lee done. We screen it, and then the results are back within ninety minutes so that the foundation can decide. Okay, who’s the best person to go visit this oversignt bilich and our members are clearly using razors, edges of tools. And one of the best advantages of this as a tool is simply that expands our members capability beyond it. Maybe multiple be able. To multiply the impact, one person can have two, twice a ce much three times as much because it is some of it’s automated but it’s more instantaneous than than operating off of written records comparisons that you’re making relative to wealth management to an individuals in the hospital or who has been discharged is instantaneous, as opposed to trying to make all those connections in your head. So this truly, really expands our members capacity, forgetting to more donors this right on that’s, that’s, invaluable. Okay, well, do you have specific advice for smaller hospitals, health care facilities that whether they’re using razor’s edge or not isn’t an advantage to be a smaller, maybe community hospital? Well, you know, it’s it’s so much like any everything you’ve heard around the world all fund-raising is local, and it is individual in many respects and again razors age is a tool enables that capacity if you don’t have razors, eggs, there are some other alternatives and things you could do all the way back to when i started, when it was, you know, index cards in a shoebox, but it’s, that kind of approach, so there are things in between certainly. Razor’s edge is sophisticated, and really, the value is really an expanding capability. But there are other ways you could do that. Part of it is more manpower, which is hard to get in smaller organizations. Part of it is a process and dedication to that process every day, no matter what the elements are that you put in place so you can make it work. That may not be quite as effective without some of these tools, but it’s still gonna work. Okay, so the smaller community, when i’m familiar with a smaller community hospital, shouldn’t avoid grateful patient program. No, not it all so quickly. If your foundation executive this fund-raising is part of your obligation, your purpose and it’s within the health care community. These are institutionally related foundations to the hospital, right? They’re not out raising money for the you know something else in the community focusedbuyer hospital? Absolutely. Okay, honey. Another area that we all thought blackbaud way want to be able to help all sizes of none. So we eat. Tapestry is a wonderful solution. That is many times used for the smaller community hospital. See tapestries at a cloud based. Is it ok? And so i don’t think we know history tells us we’ve worked together for many, many years that many of the hospitals use razors edge that it like you say some of the smaller, newer hospitals, maybe they don’t need the sophistication, and they have way have a wonderful opportunity for them to use a tapestry let’s talk about some other advice around building back to building this grateful patient program. Nancy what what, what, what what further advice did you give him? Your seven? Well, each hospital is unique. And when they started looking at what makes the program different, it’s getting buy-in from the whole health care community from the top all the way to the to the janitor that’s in the room with someone the foundation needs to be more than the organization of the part of the organization that says, hey, do you want to be, how much are you going to give to the employee program this year? We want to make sure that the foundation is connecting with the nurse is the people that are front line with patients and making sure that we’re hearing you need to stop in and have a visit. Kayman we need to make sure that we’re introducing grateful patient programs that can enhance all the different areas of the hospital so that everyone’s understanding those programs and bringing the community together because really it’s all about the services that were providing to these cubine what’s your advice about getting getting clinicians involved in fund-raising first, they’re busy, my my what i hear and my experience in doing some plant e-giving consulting for hospitals is docks are typically well, i don’t know a good number of doc’s doctors are not willing to partner really with fund-raising with development office for the foundation, what’s your advice for sort of breaking down those walls, i think when you really start involving the whole team and you have a new approach and it may be a totally new approach, you have to think outside of what you have done in the past, health care is we’re having to raise more dollars every year, and when you’re asked to raise more dollars with less, you’ve got to use the right tech what’s what’s into approach help us help the audience understand what what’s one new approach they go to their their doctors by implementing this information so that i can focus within ninety minutes and be able to be next to someone and introducing all the good work we do that makes it takes the guesswork out of it. It allows me to be more focus, and then it also allows doctors to have opportunity to refer people to us and a system in place so that they know as a team we’re working together. Will you have you have advice for breaking down those walls, getting into those characters who are often unwilling it’s, not just the doctors you’re talking about building a culture of philanthropy and awareness throughout throughout the community, right? You do that, you do that. You do that with the orientation, with new and ongoing employees that you have. You do that in the training opportunities with the nurses and with practitioners and such that you’re talking about philanthropy or letting know about the foundation with the physicians, they’re human beings, too. You need to embrace them the way you do others, and there are programs and activities that could be very supportive of areas that they are interested in, either in their specialty orin pieces of equipment. Or things that are going to make their delivery of care much hyre to their patients, so sometimes it has to be very specific for helping them to see what the foundation could do for them if they’re willing. Tto partner and i mentioned that family of donors, the physicians are large portion of that, right it’s not every physician, but it’s, the ones that turn on to see the fact that getting involved this way, and even being philanthropic myself, which, if i do it through plan giving or some other vehicles, can benefit me and directly, you know, that has a meaningful impact on my patients and that’s where doctors focus it’s all about them and their patients seems to me so if we could bring it down to the patient care level, the benefits of working with the foundation, making those clear and one one other element that struck me is that in that culture of philanthropy, what you want to get it too is a point in the overall institution that this isn’t something that’s nice to have. This is something that’s essential that needs to be elevated to the strategic level, the planning of the whole so that the executives on the hospital side are learning to plan for and depend upon and demand that philanthropy be a major part, their business, and what they’re trying to do with it has to come from leadership, right, creating a culture and and we see in our benchmarking service that we do with the standards where you have the ceo of the hospital involved in active way in, you know, signing letters in being president, making some of the calls with you as appropriate, you’re getting a much better result in a much better return on the dollars that are being raised, because donors want to know that there have any impact, and the important people in this business are aware of what they’re doing. And bill, i think we’ve seen that change over the years. The two of us sitting in these seats have watched healthcare philanthropy changed enormously. Wey have to leave it there. Thank you. Nancy johnson, senior consultant with target analytics and bill mcginley, president, ceo association for healthcare philanthropy, thanks very much for being guest. Thank you. You don’t know what you want. Tony martignetti non-profit radio coverage of become twenty twelve. We’ll be back with additional guests. I, you’re here further seconds, stay with us, my thanks to nancy johnson and bill mcginley and all the people at bebe con. It was a pleasure to be there, and i have more interviews from b become twenty twelve coming for you. Right now. We take a break when we return. It’s, tony, take two, and then gene and emily disaster relief. Stay with me. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over intellect, no more it’s, time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, teo you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower, radio, dot com every time i was a great place to visit both entertainment and education listening. Tuesday nights nine to eleven, it will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com lively conversation, top trends and sound advice. That’s, tony martignetti non-profit radio and i’m janna agger’s, senior vice president, products and marketing from blackbaud. Time now for tony’s steak, too. I have a lot of ways that you can help hurricane sandy victims throughout the country because, of course it was not only the northeast, not only new york, that was that was hurt, but the hurricane then you know, from new york city went into western new york and upstate, into the finger lakes region and then into ohio. So nationally there’s the american red cross. Um, you can donate at red cross dot or gq, or you can text red cross two, nine zero, nine nine, nine, and you’ll be giving ten dollars, to their disaster relief fund, including sandy. Red cross is also looking for volunteers, so if you’re able to volunteer red cross dot or ge is the place feeding, feeding america, they have a lot of food and emergency supplies. Water uh, that they’re e-giving throughout the disaster zone and to donate to them, go to feeding america. Dot org’s save the children is also working to provide relief to families and their children metoo they are at save the children dot or ge craig newmark, who has been a guest on the show twice uh he’s, the founder of craigslist and craigconnects and he’s uh, he’s matching donations up to twenty five thousand dollars for sandy victims and he’s doing that through crowd rise. So to give to that fund-raising dot com flash sandy relief. And when you go there, a picture of craig pops up. If you want to be more local in in new york, there are a lot of blood drives. I read hundreds of blood drives that were canceled because of the hurricane throughout new york state. So now we need blood. And if you want to donate blood in the new york city area it’s, new york sorry. And why blood center dot or ge? If you happen to be a techie in new york, you have tech skills. Um, new york tech meet up and new work city are organizing volunteers that have technology skills to help with relief efforts to help new york area businesses and non-profits get their technology back up and running. For that, you can go to bitterly dot slash hurricane tech volunteers. So that’s, uh, which place is that you can give time or money too, in support of people that are really in need throughout the northeast and a pinto, i said, north northern new york state and ohio, and on my block this week is a post called researcher bias in smelters planned e-giving study. Delta company did a a survey of potential planned e-giving donors. These people, they believe, are potential plan giving donors, but i detail in my in my block that still, the company also makes its money in large part bye selling print materials, direct mail materials, no website and consulting services for for outreach. So to me, it’s in there, broad corporate interests to have a bigger base of, of playing, giving prospects than we traditionally have had, and that, to me, creates conflict. They want to sell their services, and they’re encouraging charities to look beyond the what’s. Been the traditional prospect pools in terms of age and boiled e-giving history, and that i detail at on the block again. The post is called researcher bias in altars. Planned e-giving survey and my blog’s is that tony martignetti dot com that is tony, take two for friday, november two forty six show of the year with me now jean and emily. Jean emily, are you there? Hi, tony. This is jean and least beside me, but it’s going to be me alone today. And we hope that you and your family and all your loved ones are doing well. Our thoughts and prayers for everybody affected by the hurricane. Thank thank you very much, jane. I know you’re familiar with natural disasters being in the san francisco area. Yeah, we certainly did. Emily is there she’s just holding your hand or what? You’re not going to die. She pretty much is holding my hand and promising, tell me what to say. Okay, of course. Jean takagi and emily chan, they’re firm is the non-profit and exempt organizations law group neo-sage which you’ll find at attorney for non-profits dot com and jean jean’s blawg is gene. I don’t have it in front of me because i’m remote right now. Remind people what you’re what you’re bloggers, please. Sure. It’s just the non-profit lob log non-profit law blawg dot com and emily is the contributor to that as well. Um, so we’re talking about disaster relief, obviously timely. If a charity wants to do something, they’re so moved, maybe they’re in of a neighborhood that was that’s affected or whether they are or not. Can they just start, eh? Sandy disaster relief fund that’s a great question, tony, and, you know, charities are often the centres of their communities, especially in small communities and it’s really great to see communities pull together and non-profits wanting to help, but sometimes the non-profits mission is not aligned, oh are consistent with providing disaster relief. They might be in existence for doing some others types of services, but that doesn’t mean that they can’t help, but it does mean that they may have to take some steps before they help, and one of the things that they need to do is they need to change their mission. So they’ve got to make sure that on their website, on their marketing materials, and particularly if they’ve got a mission statement in their articles of incorporation or their by-laws to change that, to expand it, to be being able to provide those disaster relief services that they want to provide for pete’s sake. So if i want to do something, i can’t just do it the next morning, i have to look at my articles of incorporation first, yeah, you’ve got to get that board together and take a in an emergency action txtgive that that mission statement to the extent that it is constrained by your articles, so you’ve gotta operate consistent with your governing documents. So you’ve got to change those if there is that statement in there, that’s one of the reasons why we like to make sure that the articles purpose statement, they called a certificate of inc in new york, it’s not so specific that you can’t uh, uh, let your organization of all take on things like this in the future and then a tip for revisiting your mission statement for all non-profits so is there a phrase that is safe that is brought enough that you recommend it doesn’t have to say hurricane relief, right? Absolutely. So you can say we’re providing charitable services in whatever area you want to focus on on dh leave, it is broadly is that in your articles, and then you could define it more specifically on your website and on marketing materials like grant applications, but when you decide to engage in a new activity like disaster relief, and that really goes outside of what you’re doing. Perhaps you were providing music education, you know, when you really go outside of that pounds, you’ve got to make sure that you don’t use prior donors funds, which were dedicated towards music education in our example. But you’re using nufer funds once you’ve changed your mission statement to engage in that disaster relief activity. Okay, onda of course, once you start collecting funds for a certain purpose, then you have to use them for that purpose. That’s correct. You can’t then if if the if the disaster is is overcome, you can’t switch your funds back to music, right? So the money that you resent you raised for disaster relief, you’ve gotta make sure that they’re focused on that. And we had some issues with that after nine eleven. And so are some other duvette actors where organizations felt that they had expended enough money in that area and wanted divert the rest of the money into other areas beyond that could be a real danger. All right. Is emily passing you notes right now? She always passes me notice. Okay. Okay. Stop it, emily. Genes genes good on his own. He knows what he’s doing. Okay, so once you then expand the mission statement, if you need to, you also have to inform the irs. Is that right? Yeah, although you don’t have to do that right away. So you can engage in the disaster relief activities, which usually you’ve got to do pretty quickly. But you can report the change in your activities and the change in your mission to the irs when you finally form nine, ninety for the year in which you changed those activities. So for example, you wouldn’t have to file if you were going, you know, finally for two thousand twelve until may two thousand thirteen. Okay, okay. That doesn’t have to be immediate. I just realized i neglected to send live listener love during tony. Take two. And we have a lot of listeners abroad. Tokyo, taipei in taiwan and yung yung in korea and send gen china welcome live listening love to all those foreign countries and also to philadelphia, which is not quite as far into me. I live in new york, but philadelphia’s not quite as far in as those other. Cities, um, pardon me for that, but jean but i have to send my listeners love. Sorry, uh, that’s great. All right, so once so, then once you have expanded your mission statement, if necessary, then is there any limit to what kinds of relief you can provide? Well, there are so you’re still restricted by what we described on our last couple shows private benefit issues. Oh, man, private benefit again? Yeah. You know, charities exists to provide a public benefit, and they can’t be operated to promote private interests. So you’ve got to be careful. So we can’t give a million bucks away. Teo, somebody who was barely hurt by the hurricane that would that would not be appropriate. You’ve also got to be worried about conflicts of interest so forgiving to board members or toe officers of the organization and not in an objective matter, not as part of a charitable class of individuals affected or with preferential treatment to those insiders. That would be wrong, but we certainly can provide funds, services or good ensure that victims have basic necessities like food and clothing and housing and medical assistance and things like that. What can you define a class of people that you want to help. Yeah, i mean that’s, something you should do. So you should say, you know, this is good for business and not only legal reasons, but are we just going to help anybody affected by the hurricane? Are we goingto, you know, really look at financial need? Are we going toe not look a financial need, and we don’t have to. We learned after nine eleven that we can even help communities that don’t have financial disadvantages, but that were hurt badly by the hurricane and or any disaster and weaken give emergency relief so emergency relief services can be given without a needs assessment. Otherwise we want to determine what type of needs we’re looking for. Is it financial need? Is it medical? Need it, you know, for disabled individuals within a given area? Are we goingto limited geographically all sorts of things that we need to target our mission towards? And then when we get this whole pool of charitable class members that want our attention, we have to figure out what type of resources we have and how we decide who to give it to the needs assessment. Is something that’s required or it’s just very smart to do well, it’s it’s really required if you’re going to be required to go the scorning assistance yeah, it’s not so required if you’re just providing emergency assistance. So for giving out blankets and food and shelter in the next couple weeks for the hurricane victims. There’s no needs assessment required for that, you know, it’s pretty obvious who’s in need. Okay, but if we’re gonna be e-giving ongoing, you know, rental assistance payments and that’s going to last for several, several months past the hurricane, then we’re going to think about why are we just giving it to a select few individuals? And how did we choose them? We’ve got has some objective in good faith criteria there. What about helping businesses? We’ve been talking about people. Yeah, that’s actually possible, and some people, you know, don’t realize that that’s possible, but sometimes business owners are financially needy, and that would be okay to provide businesses in that case and otherwise they might be distressed or or to come back community deterioration or lessen the burden of government. And we’ve seen, you know, from the west coast we’ve seen the photos of some of the the impact of the hurricane on the seaboard, especially, and those air communities where, you know they’re not going to recover unless their businesses recover their small businesses. And the small business owners need assistance to get back in there. Otherwise, the community is not going to get back. And so that’s a case where non-profits can actually provide assistance, the businesses as well. Okay, but go and going back to people. We can’t define a class of people that, uh, illegal in or, you know, impermissible in other circumstances just because we happen to know that they were particularly burdened by whatever the, whatever, whatever the disaster is. Oppcoll well, i mean, you could certainly define your class how you want it. But it’s got to be again, pretty objective. So that you’re not, you know, favoring people who either don’t really have a need or favoring insiders of the charity over others. Okay. We can’t target this too specific individuals, but we can certainly say community’s, though, right? Yeah, and it could be a small neighbourhood community that you’re targeting that was especially impacted or where the charity is an existence and it’s kind of the hub of that community, or or we could have more expansive criteria. Okay? Bonem now, so the people need to fit into the the people you’re helping need to fit into that terrible class. As he said, um, a little more about conflict, potential, conflicts of interest? Sure, well, you know, if you’ve got a board of directors of a charity of charities should have and they’re determining who’s going to get aid from the charity, we certainly don’t want them to benefit themselves, though there others, even if they’ve been affected by the disaster, they might be able, teo, be eligible to be considered among the charitable class of individuals and so they might get some benefit, but it would be incidental, and they should certainly not be making decisions on benefiting themselves. They would have to abstain if they’re part of that charitable class on who to pick that will receive help. I mean it. Would be nice if charity’s could give help everybody, but obviously resource is air limited, so they’ve got a decide who’s most impacted or who they want to help the most in line with their mission. And board members and officers of the organization have to really be careful because they’re in power positions of making those types of decisions that that’s the conflict of interest issue. And sometimes when you have outsiders who are part of the selection committee, you know that can create more trust if you get community leaders who are not on the board but involved in selecting who might be able to receive relief that might give some, you know, assurance to the community that they’re not going to only benefit themselves the board of the charity, that is, but it also creates additional conflicts of interest so that we make sure that those people aren’t benefiting themselves, thie outside selection committee members or their families or their business partners or route, you know, and, you know, business relations. So we just have to be careful about those things i see and that’s consistent what we’ve talked about in the past. That’s absolutely right, we have just a minute before break gene it. Would it be permissible for a charity to say that the charitable class they want to help volunteers to that charity? People who have been volunteering with them in the past? Yes, longest that’s a signature una, significantly large enough and indefinite class of individuals it’s going to be okay. So if we’ve got, you know, one hundred volunteers and we’re open to taking more volunteers and we’re going to help our volunteers that’s going to be okay, especially if they if they, you know again, not preferentially board members and officers of the organizations who are volunteers. Okay, but if it’s too small a classic like five people who are volunteers, we can’t sir, you know that just those five people is a charitable class that would be impermissible private benefit. All right, we’re going to take a break team takagi stays with us. We’ll keep talking about disaster relief, and i hope you do, too. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Than you need. Aspire, athletic, consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Got more live listener love to salt lake city and moscow and dallas, texas also south bend, indiana thanks for joining us live listener love to all those cities, jean what if you collect more money than there is need? Now you’ve you’ve said, you’re specifically collecting it for this purpose. It’s not needed anymore. What do you do? Yeah, that’s really tricky tony so one of the things that’s kinda boyd that situation. So you want to be careful when you read to find your mission? The only way that happens is usually when you defined your charitable class so small that you know you, you raised enough money to help them out through the air. Emergencies on dh you’ve decided you’ve got extra money left at that point, you’ve gotta operate as close as you can t to the charitable purpose for which those monies were collected, donors typically don’t have a right to get that money back, so, you know, you could go to court, and we figure out what to do with that extra money and people could bring you into court, too, to decide what to do with that. That happened with nine eleven i don’t want that to happen, so be very careful of that. You can usually find your way around it as long as you haven’t made your mission and your charitable class so so tiny and specific that that that it becomes a knish you later? Okay, but what do you do with the money? Well, you’re going to use it for close to that mission is possible, and if it’s if it’s really outside of that, then you’re gonna have to go to court and get them tio follow through an approved where that money is going to go and it’s called a sight prey issue. But i didn’t want to get into jargon jail, but i suppose they just have so i pray i like i like how that spell right? See why pr ess, isn’t it? That’s your sigh, pray okay, go ahead, go ahead, tell us, what’s, i pray is show off. Well, i pray it is, of course, latin and lawyers like to use it to impress other people on dh when i literally mean like you’re doing right now, james, i think it is near it’s possible or as near as i may be possible. And i think it’s latin. It may also actually be french coming from the old french language. So it’s often used where people have designated their gifts their charitable gift to certain purposes, and that purpose is no longer required or becomes impossible to fulfill. So that might be, for example, the eradication of polio which the march of dimes had encountered early on. And they needed to change their mission. Later they decided to otherwise polio had, you know, essentially been eradicated with jonas salk back scene on dh. They changed to birth defects. So i pray, is a very common doctrine used when charitable purposes have been completed or impossible to complete further. That sounds like a lot of trouble. Could we give the money that’s excess to another charity that does the type of work that we had raised the money for? Yes, certainly. If they can, if they can, if they khun do those type of activities and we no longer can then that that certainly is permissible. So long, focal donor’s intent and what the charity had said the money would be used for is still used for those purposes, you know. Okay, so there’s a dozen easier way out than going to court. All right, right. So long it again. You didn’t pick such a fine mission that nobody nobody else could do it either. Yeah. All right. We have just about two minutes before we have to go. Uh, let’s say a little more about documentation. We talked about the articles of incorporation amending those and we talked about the nine, ninety in that year. What else is required? Well, you know, what you should be requiring is the type of assistance that you provided, whether it be financial assistance or in-kind good blankets, food, housing, whatever the costs associated to the charity with providing that assistance, the purpose of why you’re giving that assistance and why you’re giving it to those individuals that are receiving the assistance over others. If the board was not making those determinations about who gets and who doesn’t get on dh, there was some selection committee. How did you choose that selection committee? On what criteria did they use for dispersing the aid you want? Also document the names and the addresses of the river citians of the financial aid that you’ve given or significant non financial. Aid given again, this wouldn’t be necessary for emergency relief, or you’re just giving food and shelter and blankets and things. But if it’s ongoing gauge, you wanted to make sure you know who those recipients are and you want to disclose that either there was no relationship between the recipients of aids and an insider, a director officer or substantial contributor to the organization our thirty document that i have one last thing, tony, make sure donors don’t hey don’t earmark their donations towards specific individuals that’s not allowed, so i can’t give a gift and say give it to my uncle, who got affected by the hurricane that we’re not allowed fifteen seconds. Where do we document all this is just inboard mitts you khun documented in board minutes or any sort of organizational document that you you hold and that the organization can attest it is the policy or the practice of the organization. Jean takagi, his firm is non-profit and exempt organizations law group in san francisco and you’ll find him at non-profit law blawg. Thank you very much, jane. Thanks, tony. My thanks. Also to regina walton, live listener love going tow her in san francisco and she also very helpful in compiling the list of agencies that i had for tony’s take to regina, thank you very much. I have a new fund-raising fundamentals podcast out with the chronicle of philanthropy, it is how to recruit and motivate volunteers for your events. You’ll find it on the chronicle website, and you’ll also find fund-raising fundamentals on itunes next week. Career advice for your entry level and junior employees jonathan lewis produces career advice videos with leaders in non-profit social change uh, he his video interviews are free and they’re short, and i think they’re valuable as you lied and mentor twentysomethings who want to make a difference in the world, he and i are going to listen to, and he’ll comment on a couple of clips. One is called mentoring for dummies, and another one is called shut the hell up and also next week, maria semple returns our prospect research contributor and the prospect finder has resource is for researching privately held companies. You know, she always has a ton of free and low cost sites and ideas, and next week will be no exception. You can find us on linkedin reveling in group you can offer ideas for the shows and continue the conversation with guests on linkedin. We’re on facebook, you know that i haven’t said it recently, but that’s because you already know it. You can listen to non-profit radio, live or archives. The archive is on itunes at non-profit radio dot net on twitter you can follow me, use the show’s hashtag non-profit radio and you can also follow me on foursquare we can connect there wishing you good luck the way performers do around the world. We have left estonia, estonia is behind us so from estonia go west across the baltic sea and you land in sweden where they lightly kick performers in the bud before they go onstage. No hands allowed on ly a kick, please and when they’re doing it, they will say, breathe at the bend freak at ben, which means break a bone so i guess sweet don’t have femurs and to be his invidious, so just break any bone in your body is fine. You don’t have to be specific to the leg, so i’m wishing you breed at ben. Our creative producer is claire meyerhoff. I’m leaving, which is our line. Producer assistant producer janice taylor is sending me text telling me when the time is coming up. Thank you very much, general shows social media’s, by regina walton, of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, waiting to get anything. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on so speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking dot com.

092: Causes.com & 5 Words To Better Fundraising – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Susan Gordon, director of nonprofit services at Causes.com

Jen Shang, assistant professor at the Center on Philanthropy at Indiana University

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

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Welcome to tony martignetti non-profit radio on friday, may eighteenth, twenty twelve i’m your aptly named host, we’re talking as always about big non-profit ideas for the other ninety five percent. My thanks to nora simpson, the host before me on dh congratulations to her for her inaugural show creation nation. You’ll hear her noon to one here on talking alternative and also my thanks to delphine blew at w b a i fm here in new york city. I was just on her show between ten and and noon her show is shocking blue on w b a i which you’ll find at wgbh dot or ge and we were talking about fund-raising and we got her ah, good gift, good pledge thousand dollar pledge while we were on so my thanks to delphine for having me on her show, i hope you were with me on my show last week because i’d be deeply hurt if i found out that you had missed budget building basics and what to do when the donor dies. Budget building basics was with paul connick stein of mission first finance, and he had five steps to construct a budget your critical financial and program planning tool we also talked about how to use your budget throughout the year and what to do when the donor dies. That was aviva schiff, aviva benwikere. The legal notice is staring at you, telling you that a planned e-giving donor has died. Now what? Aviva is senior consultant at the sharp group, and she answered that question this week causes dot com susan gordon, director of non-profit services at causes dot com shares how this resource for charities and individuals helps draw people to your work through action campaigns. The site is smart, easy and free. Five words to better fund-raising gen shang is a professor at the centre on philanthropy at indiana university. She’s a philanthropic psychologist, we’ll talk about what that means. Her research has found five words that can raise your telemarketing revenue between the guests. It’s tony’s take to what i believe i have two very strong beliefs that motivate this show and all the content i create for non-profits and i’ll talk about those you want to join the conversation on twitter use hashtag non-profit radio we’re monitoring it here in the studio right now we take a break when we returned. I’ll be joined by susan gordon, and we’ll be talking about causes. Dot com, stay with me. They didn’t think that shooting getting ding, ding, ding ding. You’re listening to the talking alternate network to get me anything. Good cubine money, time, happiness, success, where’s, your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to the talking alternative network. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. My guest now is susan gordon she’s, the director of non-profit services at causes dot com causes has over one hundred seventy five million users, twenty thousand non-profit partners and thousands of active collective action campaigns. She’s worked as a political organizer, communications specialist for women’s non-profit in cambodia and leader of a rural youth organization in new hampshire on twitter, she’s at susan gordo geo audio at susan gordo and i’m very pleased that causes dot com and her work there brings susan gordon to the show welcome, susan. Thank you so much, tony. Great thanks for having me on. Oh, it’s, my pleasure to have you i’m glad you’re with me. Um, tell us generally about causes dot com for people who don’t know absolutely so causes dot com is a platform where individuals and activists and organizers and non-profits of all budgets and sizes and issues can come to have the best online tools to run action campaigns. So we’ve been around for about five years now as a facebook application, but we’ve actually built out our own platform that lets individuals come on to our site create action campaigns, whether their petitions or pledges or video campaigns, or all of them, uh and get people involved through facebook through twitter and increased their supporter base and get more people taking action. And this is for not only organized charities, but also individuals, right? You said activists, absolutely yep, anybody can come on our site and create an action campaign, so we’ve had some of our best campaigns come from engage non-profit supporters non-profit employees and people who aren’t involved with organizations at all and just have a passion to see change in the world. They’re all about engagement, and we’ll be talking about that. What? What are what are action campaigns when you say that? What do you mean? So basically we wanted to create a way not just to have a community online, you know, we’ve been working on that for a long time. We’ve had over one hundred seventy five million people joined cause communities, but what are really benefit is for organizations and for organizer’s is to be able to get these people on line to take action, so we wanted teo, you know, we realised that to create riel change. In the world, we need to engage people on a different level and get people taking actions that you create a ladder of engagement. So maybe it’s a really easy online quiz at first, but you take a quiz, you watch a video, then you sign a pledge, and then maybe you move up to something like a petition or a fundraising campaign. But we realised that you really need to have that whole ladder of engagement for teo, bring people in where they are and then move them up to more impactful actions. So on causes, we have nine different campaign types, so you can just come on our site, create a cause and what you have the ability to do is post different types of action. So, as i mentioned, we have pledges so a pledge not to text and drive or a pledge to stop smoking. They’re our petition. So whether it’s ah, you know, local business or you know the government, you can create a really easy online petition and sway decision makers. That way there are storytelling campaigns where you can ask people to upload photos and videos around a certain topic. There are polls. Quizzes, video and photo campaigns where you could just engage people through, you know how many, you know, simple statistic like, you know, what’s, the most common type of debris found on our beaches today? Teo, you know, polls what? You know what? What campaign should we focus on for the next year and gather you no feedback from your supporter based so there’s all these different campaign types, but it makes it really easy to create a different types of online action campaigns around whatever campaign you’re trying to run, and these can be very cleverly used to also inform as well as to gather information. I saw one that said what? I don’t remember what the cause was, but what bothers you most, and there were some things about there were some stats about vehicles that i think four out of five parents don’t use car seats correctly or on there was something else about maybe texting and driving. And so it’s it’s a poll that sounds like a simple pole to mae could be used as information as well a as education as well as gathering information back exactly, and we found for particularly for a lot. Of small non-profits you know, they set up a facebook page or a twitter handle, and we’re you know, they reached a certain point, a kind of plateau of how many people had, you know, just sort of find up to receive messages from their organization, and they’re really looking for a different way of of engaging people and it’s not just about, you know, sign up for my facebook page, it’s really, about how do i get more people to come together around the issue that i’m working on? So maybe they’ll get connected to your organization through a simple pole or a quiz about the issue that you’re working on, so it really helps kind of break out of that just sign up for us to sign up for us and really allows non-profits, too, build a community and build support around the issues that they’re working on, and then whether it’s a fundraising campaign or it’s a petition, you know, signature drive, you’ve got you brought a whole new audience people in through the work that you’re doing, and we found that it’s a lot easier for a lot of small organizations to find new people that they may not have been connected to before, but that are really interested in the issue that they’re working on you mentioned earlier the latter of engagement, which is essentially what you’re what you’re describing, wei have just about two minutes before our before ah break what you say little about storytelling as an action campaign. What do people do around that? Yeah, so great example is actually if you go to causes dot com slash bully stories it’s just an example of how one organization is using this this feature, but basically we built a really easy technical way for you just to create you say post in action share stories, and you ask your members teo, to share stories, and they can upload videos and photos and stories on a topic that you asked them tio and so for this example on the bully project, movie was looking for a way to get people to share their own stories, that they were putting a lot about a lot of content, but they wanted their supporters and sort of people interested in the movie teo upload their stories of how they’ve been bullied or their messages of support for people who had been both and i can tell my makes it, you know, they just send him to cause the dot com crash bully stories, and we make it really easy for people to record videos on their computers or to upload photos or just type in a story. So that’s, one way that it’s being used is it was sort of motivated by this ninety nine percent tumbler blawg where you had people holding up signs that say, you know, i stand with the ninety nine percent, so it makes that type of campaign really easy, but also we were really interesting campaigns that conf fit right with whatever you’re non-profit is doing so let’s say, you’re doing a campaign to get more people to go into the national parks with kids. Well, you could create a storytelling campaign that just says, you know, upload a photo of yourself in the park and will, you know, give a prize toe one random person that uploads their photo so it can be sort of a way to either, uh, see evidence of people taking action or doing a really simple, you know, hold up a sign and support campaign. Or it can be a real storytelling campaign. So whether it’s police think, how is this hospital affected your life? Or tell us about your experiences with the disease or tell us, you know, give us your message about why you want to stop big oil, whatever it is that makes this storytelling sort of gathering content from supporters is an user generated content really easy. Okay, susan, we have to take a break when we return. We’ll susan gordon, of course, is dot com will stay with me, and i hope you do, too. Talking alternative radio twenty four hours a day. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, this is second medium betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas, and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune into the way above average tony martin. Any non-profit radio ideo, i’m jonah helper from next-gen charity. Welcome back. I’m talking with susan gordon at of causes dot com, and we’re sharing this resource with you so that you can become acquainted with it and start your own action campaign or campaigns on causes dot com susan, i saw one organization, lgbtq rights, as about twenty, five hundred campaigns. Yes, we have a wide a very, very wide audience of those organizations and organizer’s that are using our tools so you can create as many action campaigns as you want. And so it’s really exciting for aa lot of orga ruminations who have been either building intense, really expensive micro sites or paying developers to come up with a lot of really unique, different types of functionality into their web site to be able to just have a free resource that comes on and you can create these beautiful online pages that are incredibly engaging and then pushed them out through facebook through twitter, through your email list, wherever your supporters are it really we’ve got a lot of organizations that have been creating a lot of different campaigns and and frequently creating lots of different types of actions that plug into all their different campaigns, so let’s talk about how a charity gets started. I know that one of your precepts is that this be simple to use, you don’t have to be technically savvy in order to in order to set up at causes dot com, how does the charity get started? Absolutely so you just go to causes dot com on when you go to that site, you’ll be able to see some some examples of of other campaigns that people are running just to give you an idea of what these things look like and how it works. But you just go to causes that common at the top, uh, you’ll see a button that says start a cause, so if you don’t have a cause already, it takes about two seconds to create, and it basically just gives a sort of campaign hub or a kind of community page that you can post all these actions. Teo so once you started cause, you’ll see a big button at the middle of the page that says post in action, and when you click that it will give you all of our different action tights. And so those are the nine those the nine different types of activities exactly. So you just click post in action, then you’ve got your options for pledges, petitions, video campaigns, etcetera on dh soon you’ll also be ableto at the top. Just either start a cause or just post in action directly, so if you don’t want a community page, you don’t want multiple actions. You just want to start a petition. You’ll also be able to do that too. Okay? And associated with your action campaign there’s a way of people finding mohr information about your work. How does that work? How do you send people elsewhere? That’s a great, great question. So on the page itself so let’s say you have a pledge or you have a quiz. And through taking the quiz you don’t just want people to know about, you know, the you know, whats that statistic about, you know, child safety you really would like them to tow. Connect with other resource is in a part of the bigger campaign. Well, there are a couple ways to do that. One is to include more information. Write on that page itself so on, sort of the information or more info section of the quiz. But the other thing that cause allows you to do is post an update. Everyone who’s taken an action so let’s say you get two thousand people to take this action about child safety. Fantastic. There will be a big button on that action that says posting updates and it allows you to actually email to people’s personal email addresses on update to the action so you can post one, you know, week after they take it that says, you know, thanks so much for taking our quiz about child safety. Now will you sign our petition to lobby the government to make new laws about this topic and so you can plug your next action or tell them how else they can get involved? Whether it’s volunteering or attending an event just connecting with you in different ways, you can post an update to everybody who take that action, send him an email and say, give him an update on how that’s going, but also howto how to take other actions with your organization. And this is all done through the site, right? Exactly. Yes, we built out a whole e mail system, so it makes it really easy. Okay, so somebody does not have to be an email programmer or an html programmer to have this these very robust tools, right? This is this is very simple, absolutely up. You’ll see on every action page a button that says post an update, you just type it in and we’ll email it to everybody. Who’s taken that action for you. Okay, okay, you also have integration with twitter and facebook. What did you say little about those? Yes, well, our facebook integration is actually what made causes works so well. I mean, we have individuals who, you know, are college students that create campaigns. One of our favorite examples is a is a medical student named eric ding who was really passionate about cancer prevention and was getting some of the deaths, cancer research, access to this incredible research by being at med school, but he wanted to share that with a larger audience, and so he wanted to gather people together and then to be able to send them this great information about cancer research. So, again, not your sexiest topic it’s something that in the past, a lot of research organizations and hospitals have struggled with how to use social media, but eric just came onto our site, created a cause, called the campaign for cancer prevention and went out and tried to tell all of his friends about it, and he posted them, posted it on flyers and break rooms, and he told his friends, and he e mailed his aunts and uncles, and he called his parents and said, you know, join, join this online community, and we’re going toe i’m gonna send you some really great information about cancer prevention, and through our the facebook integration on causes is really how his movement grew. So he recruited three hundred seventy two people to join the cause, and they recruited their friends and they recruited their friends and they recruited their friends, and eric now has six point one million people in his car that’s incredible that’s another thing i don’t really he got three hundred seventy five directly and then over six million through through those exactly that’s incredible, the way that that works is that we have plugged in ah, an incredibly deep facebook integration with all of these actions. So basically, whenever you sign a petition or you take a pledge or you take one of these quizzes, it’s automatically getting sent to your news feed. So when your friends signed onto facebook, they see, oh, susan just took a quiz about child safety laws. Ah, and they can see and take the quiz as well. So that type of integration has been incredibly important to getting more people to take the action that you posed thie other part of that is that we actually give you a list of all your facebook friends and say, now that you took this quiz, which of your other friends do you think would want to take the quiz to? And so you can just click and, you know, pick any of your friends on facebook and when you click, okay, you can type a message, and that invitation appears right on their facebook profile, so they find into facebook they get a buzz on their smartphone there’s a ton of ways that they’re going to go back to their facebook profile. See, oh, tony, you know, just sent me this quiz. I wonder what it is and then find out about it as well. Now i have to tell you on tony martignetti non-profit radio we have a full disclosure policy. Are you being personally enriched by the facebook initial public offering today? No, i’m not your not your, not your not okay, so it doesn’t matter to you what the share price of what the facebook share price closes that today exactly causes a completely separate company from facebook, so has nothing to do with it, and we’re actually just building on the place the facebook platform okay? And you personally or not being enriched, i am not ok, ok, good. Alright, so say more about facebook and twitter integration, please. Yeah, so so basically this way, the two sort of sites of facebook integration, which is one when you take the actions it’s being posted to your facebook news feed and then the second is that you can send the invitations right to your friends through facebook and it appears on their facebook provoc girl, these two types of integration have been the way that these these actions have been spreading, so the reason that eric was able to get six point one million people to join his cause was that, uh, was through these sort of friends telling friends, telling friends and we at causes have made that incredibly easy. And so for a lot of organizations, the exciting part is that as you get your supporters to take one of these actions, you know, you’ll be, you know, start telling your usual people about this. So whether it’s sending an email to your email lists are posting it to your facebook page or twitter what’s exciting is that when your supporters take this action, they are automatically going to be spreading it to their friends and their networks, and so we’re seeing about a thirty two, fifty percent pick up on different campaigns. You’re going to get fifty percent more people way actually just had a campaign that ran on causes that got forty seven percent of the people who came in through ah, take their campaign kayman just threw this facebook and agree. Agent susan gordon is the director of non-profit services at causes dot com and that’s, the site we’re talking about how robust, rich, easy, simple and this is all free, right? There’s, no charge to charities or individual activists. Exactly there’s absolutely no charge. You can create as many of these campaigns as you like, and all of these tools, they’re free, okay, let’s say a little bit about fund-raising campaigns, that’s one of your nine action action possibilities what what? What can be done around fund-raising specifically, of course, i want listeners to understand the latter of engagement that susan talked about his ultimately, the hope is that this will lead to fund-raising but there’s a lot of richness to be gained and shared before you get too fund-raising but but, susan, what if somebody wants tohave specifically, a fundraising campaign on causes dot com absolutely fund-raising is an incredibly important part of what we what we do on causes, and we’ve spent a lot of resources over the past couple years trying to plug these types of campaigns on make him work for fund-raising so when someone donates on causes, how do their friends see it? How did they ask their friends to donate as well? And how did they we create a rich sort of social experience around donating to ah, to a non-profit so they’re there to ways that we’ve done that. The first one is that a fundraising campaign is one of our non nine action types, so as i was saying you can, you know, post a quiz and then post a pledge and then post a fund-raising project, and so we created a really beautiful online page where you can add media, so photos and videos about what you’re raising money for. You can add donorsearch choices that say, you know, twenty five dollars, will send a kid to school for two months, you can sort of create a really great story around what it is that you’re funding. You could also absolutely raise money for unrestricted funds, which is, you know, just put up, please donate to our non-profit and add photos and videos of what you d’oh so they could be restricted funds or not, unrestricted funds it’s completely up to you, but you can tell a story about what they’re what you’re raising money for and put it up right on your cause with these different types of action campaigns, and you can create a campaign where you can, where the fund-raising element of it is that sort of where you’re leading to the whole time and, you know, it creates a great online page for you to send people to donate when they donate we’ve got a bunch of really neat things you can upload a thank you video. We send them a thank you note right away. We use network for good to process our donations and so they’ll get a tax receipt right away. There’s a four point, five percent processing see from network for good causes doesn’t take anything on top of that, but basically network for goodwill. Then send your organization a checker and electronic funds transfer once a month. And so it’s. Totally seamless. You’ll just get that check once a month with all of the donations that come in through causes. Okay, okay. We don’t have only two minutes left before we have to. We have to wrap up. I saw. Donate your birthday on the site. What is that? Yes. So if you go toe wishes, dot causes dot com that is are what we call wishes which our personal fund-raising pages. So, uh, if you as an organization are looking for ways and easy way to ask your supporters toe, give them an online tool that they can fundraise for you. Causes is an incredibly powerful tool to use for that. We’ve had people, you know, regular. People just supporters of a non-profit raise, you know, many thousands of dollars for organizations so they can first they pick an event, so if it’s their birthday, if they’re doing a run or a walk, if they’re getting married, if they’re doing ah ah memorial for someone or just any reason they can create a personal fund-raising page, they can tell their friends and family or even upload a video explaining why they’re raising money for this organization and then individuals can donate and we’ve plugged in a bunch of facebook and twitter integrations and so that they can then tell their friends, hey, my friends raising money for this cause it’s really great on and help you do your fund-raising there’s also meet little features like cards where when someone donates, they can make you a card on right on that page tell you, good job for raising money. You’re happy birthday right on that page on, and it basically makes it a really easy way for your supporters to gather donations for your organization and so you can send anyone toe wishes dot causes dot com they just create that page, select your non-profit is what they’re raising money for and then they’ve got this great parents to send people to to fundrasing, the site is, causes dot com. Susan gordon is their director of non-profit services. We have to leave it there. Susan gordon, thank you so much for being a guest, tony, thank you so much for having me, it’s been a pleasure. You’re very welcome, my pleasure. Right now. We take a break when we returned tony’s take to stay with me. You’re listening to the talking alternative network. Geever schnoll are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio it’s time now for tony’s, take two my block this week is what i believe i produce a lot of content for charities chief among them is this show my blawg, of course, a tony martignetti dot com i host fund-raising fundamentals, which is a podcast monthly feature for the chronicle of philanthropy. I do a lot of speaking and training i come into and news stories when i’m asked by journalists. So why do i do all this? Because the things that the thing that work that pays my bills is consulting, which i didn’t mention. I do that too, but all this other content that i produced, why do i do it? That’s? Because there are two things that i believe very strongly on dh that is, first, that small and midsize charity’s need to be better that aaron a lot of things measuring impact and outcomes and delivering programs buy-in fund-raising, of course, um, in their human resource is work and the marketing, communications, et cetera. And so i i believe that there’s a need to be much better in all those areas. Ah, and others. And second that charity’s deserve help to be better. I know that you’re working incredibly hard and maybe understaffed, maybe under budgeted, underfunded. So i think you deserve the help that you need to be better and those two things together or what? Dr me too produce the content that i do. That is what i believe and that’s. What motivates me? The block post is called what i believe and my blog’s that tony martignetti dot com also a reminder that we are on linked in, and i would love to have your feedback on the show if you’re listening. If a guest was particularly helpful to you dahna future show ideas, you’ll find us i’m linked in that is tony’s take two for friday, may eighteenth, the twentieth show of the year. I wish with me now is dr gen shang. Hello, jan, how are you? Good, how are you? I’m very well. Jen is an assistant professor at the centre on philanthropy at indiana university. She is a philanthropic psychologist. She’s been published in many journals, including experimental economics, economic journal, journal of marketing research and marketing science. Homework has also been covered in the new york times and the chronicle. Of philanthropy, and she is the author of the book fund-raising principles and practice, which is available at amazon dot com, and i’m very pleased that her research in her work brings to the show welcome, jim. Thank you. We’re talking about five words to better fund-raising what was the research that we’re talking about? Uh, it’s, uh, when we study how prime ing people’s idea of more identity come potentially influence, how they give on day when we say more identity, really, what we mend is how carrying kind, compassionate, helpful and friendly people think they are, okay? They’re us interesting. Their moral identity. Yeah. Okay. That’s the that’s. The research will let, uh, what was specifically how did you conduct the research? So this is when during public radio stations on air front drive. I’m sure your listeners are quite familiar with this form of fund-raising this was bloomington bloomington public radio in indiana, right? Yeah, yeah. That steering our billings in radio on their front driving ah, november, where they’re deejays kind of inter interrupt the programming and say things like, you know, here is that i remember and if you could give us this amount and here’s the thank you gifts so people call in and then half of the people who call in they are asked, you know, how are you a newer renew a member of the station? And then they’re thanked for either becoming or being a member of the station and the other half of the donors when they call in there asked exactly the same question, but when there are thanked there think for being kind and carrying member of the station were becoming a helpful and friendly member of the station. Schnoll okay, so what we found is that when people are think with those moral adjective, then they increase their giving, but this is only significant with female, but not mayo donors. Okay, let’s, let’s, be very clear. What are the five words that you used in your research is caring, compassionate, kind, friendly and helpful. Okay, that actually reminds me of the used to be a boy scout. I still have an eagle scout kayman eagle scout. This reminds me of if i didn’t mention i’m an eagle scout thiss reminds me of the scout law you didn’t know the boy scout law, probably unless you have boys. Trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean and reverent. So you’ve got you’ve got two or three of those in there? Yeah. Did you? Did you derive your your moral adjectives from the boy scout oath? I scott law. No law, not the oath. That’s, this is the law. Pardon me. This? Sure. Some off of the participants that participated in the orange inal study where these adjectives war generated they were members of the boy kapin. Okay, well, there could be some overlap, but we don’t know if that’s cause and effect that’s just that could just be coincidental. There were hundreds of people who were asked to list all possible adjectives they can possibly use to describe any moral person. And then we could. And the researchers off that really orange? No study collected the most often used adjectives by most people. Okay, i see. Those are the adjective that’s. How you came up with your caring, compassionate, friendly kind and helpful. You okay? Let’s. See, the the research is on ly, but only impacts females. Not so men are not influenced by the moral adjectives. Not the set that we not these five. Hopefully, they’re influenced by the scout law if their boy scouts, because otherwise it’s just don’t be a scout if you’re not going. Teo, reverent and helpful and courteous and kind and cheerful. Cheerful. So, um, but women are the majority of donors, isn’t that right? Yes. Two thirds ofthe most non-profit donors are female donors. Okay, so so using your research, we can impact two thirds of the giving population. Yeah, okay, so these people were thanked using one of the moral adjectives, but they hadn’t, but they hadn’t made their gift yet. So what were they thanked for? They were thanks for calling. Uh, as soon as they were called in. As soon as they call in there. Asked whether they want to be a new member ization or their existing member nation and there, thanks for either becoming a new member or being a member. Okay, so you thank for either being becoming or being a member or you thank for being or becoming a caring, compassionate, etcetera number. Ok, yeah. So do we know whether this applies to written solicitations? Well, we’re we’re currently testing different forms of recon communication and what we do there is you know, you mean one of the key things if people were to apply this technique is not the fact that, you know, they need to write down this five wars, but they need to engage people in thinking about these words. And i think one of the main reasons why our research turned out in the way that it did is because people were asked to answer a question first and that they’re thinking in response to what they think they are already. So when we apply these techniques in return context, what we had to ask people to do is not just to have kind carrying floating everywhere in the letter, but instead only on the renewal forms we want people to say i and then people find their name like gen shang, i wanted to give this much right. And then when i signed my gen shang am finding on those words you’re signing on those words what do you mean? Like they’re the words are below the below the line where you put your name? The words are actually in the in the box, in the background of that box where i started my name. Oh so there’s sort of shaded in the background exact, like a like a watermark. That’s, right? Ok, but this is research. You’re just testing this. You don’t have results from from this written written test yet. Well, actually, we we dio look at me. I’m way behind. Okay, but the result is that, you know, people see exactly the same thing. And half of the people are asked to print their name, almost words. And the other half, i asked to sign their name on those words, and we found a marginally statistically significant results. Where if people signed their name, they give more than if they printed their name on those words. Very interesting. But did you also did you also test that against there? Not being any words. Yes, it’s hyre than not having anymore. Okay, definitely. Just making that clear. Okay. Yeah. Okay, yeah, but but what’s important there is that when people sign their names, they’re more active in thinking about their identity, who they are. But when they simply print, they don’t think about being both kind and caring compassion. People asked much as if they signed that almost stamp their own it and the answer those words very interesting. That is very interesting. So so what’s really driving the effect we think at this point, it’s not necessarily that non-profit professionals know about those words, but they have to think of ways to tap into people’s sense of who they are and then leads those central sons of who they are into those morally, you know, promoted kind of product. What kind of increase in fund-raising did you see in your research? Well, in the first study, it was a ten percent increase in female donor, um and that’s average, you have to say about eighty seven dollars, in the control group where people are simply think and is about one hundred when people are thanked with moral awards and in this direct meaning that we just had it tested it’s about, like a five percent increase, they’re the average e-giving is much smaller because his christmas appeal so the average amount is like thirteen pounds and, um, you know, eighteen dollars, but then the the fact is about fifty upleaf about twenty dollars, okay? And also with women in the only only only an increase for women in the in the writing or that does that apply to men also in the written form that that that that’s okay, so men are not immoral? No, no, at least not in a written sense. Yeah, by no means that i think i’m just extrapolated i’m just taking a natural sametz seems like a natural conclusion for your research is that men in conversation are immoral. Well, not that that wouldn’t be how i know i know what i hope not know you’re. There is a more different it’s, a very different sense of saying something versus we were just not successful in bringing their own sense of morality to the front. So diplomats make a decision such a diplomatic, academic that’s beautiful, but really mentally moral no, of course, that’s an irrational conclusion. I really i think it is our failure on our part. So what we actually would like to test in the future is tap into moral values that male might be more likely to engage in, like, responsible, loyal, strong take leadership pride. Yeah, i think you’re i think you’re wasting your time with those just bein sports and cars i think is and booze, i think that’s where you really should be starting, you know, have a little budweiser icon that people sign and watermark, that people sign over that will that’s going to get that anheuser busch logo. You know those of this where you want to be, corvettes, you know, sign your name over this watermark of a corvette that will, i think, that’s, where you’re going to see market market change in mark changing giving, we need to take a break right now. Gen shang, assistant professor at the centre on philanthropy at indiana university, is going to stay with me. We’re going to keep talking about five words to better fund-raising stay with us. Talking alternative radio, twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking all calm. Professor gen shang is with me. Jenn, you are a philanthropic psychologist. What is that? Yeah, well, it’s, i’m interested in studying why people do philanthropy and what, uh, doing a philosophy might do to their own life. You know what it might do to their own, like how it makes them feel how it makes them feel. How does that help them discover who they are defined their meaning in life? Okay. And it’s, not a field i’m acquainted with so hominy philanthropic psychologists are there. Well, i only know one of me, but i’m sure they’re so yeah, you had some of these. Have you had some campaign to systematically eliminate all the other philanthropic psychologists? Well, actually, i haven’t done so because i would rather their mohr. Okay, you’re not the violent academic at that. Maybe you were the the one percent violence academic, but that’s, not you. No, i was just you know, i was the first graduate of philanthropic phd from the canal philanthropy. In that sense, it’s, because the field didn’t exist aren’t annoying. Okay, out of the five people that we graduated already from that program, i was the only one who had a psychology background. Okay, yeah. There’s running through your research and you’ve mentioned it just obliquely a few times. I want to spend a little time on it is feeling better, feeling better about giving and and reinforcing one’s beliefs about themselves. So say, say so let’s talk about that. Yeah. So, for example, in this somewhere, i didn’t e-giving research what we did after we did. The experiment on the air is we send donorsearch survey and we asked them on the scale one tonight. How? Carrying. Actually, you think you are and then people silk road number like seven. And then we ask them, i’m on a scale of one tonight. How ideally would you like to become caring? And then people probably circle my i really, really want to become really, really caring. And then what we did is we calculate the difference between the two each we call more identities discrepancy. And then we link this number. Teo the same person’s contribution history to the same radio station. And what we found is that the more females give the smaller. This gap is between their actual and their ideal morally identity. But this relationship does not. Exist for males. So what this means is that the act of giving itself actually can potentially help female donors to rich. They’re more ideals and that’s. Great. Yes. To teo, get closer to what they believe of themselves already. Right? Exactly. Okay. Yeah. Yeah. Um, again, men out. Liars. You know, they don’t care how they feel. They don’t. They don’t have feelings. I don’t know what they’re thinking. They don’t know what they’re not giving that it’s. Unbelievable. What? What a disappointing gender. Well, what they’re thinking, what they’re giving couldn’t really be measured with the set for measurements we have. So i think the next step in my research is trying to find ways where we can find what men are thinking. Right? Well, there’s the cars and sports and booze that you know it’s. Okay, um, let’s. See? So this is academic research that can be immediately applied. And tha the telemarketing part, right? I mean, so is there any reason to think that if if the organization is calling out that there would be any different result? Uh, no, actually, we way are currently conducting any marketing way. I don’t have the results yet. Okay? But because we don’t think there’s any reason why it wouldn’t work so you could be calling out and thanking someone for thank someone for having been a a friendly or kind or helpful donorsearch in the past. And would you consider giving this year? Is that does that? Does that sound right to you? Yeah. Yeah, but what they need to do is they make sure that thing is somehow linked two people’s sense of their donation or they’re being a donor. And that, i think, needs to be set right before they asked people to give again. Oh, right before. Okay. All right. Before you right at the beginning of the park. Or, you know, without knowing anything about the donor without asking them to at least answer one question to engage. Ok. Ok. So a little engagement, but then right before the ask this this thanking right? Using one of the five moral adjectives two out of using two. Okay. Oh, excellent. All right, so you have to use two of the five? Yeah. We never tested just one because we be virality is a complicated constructs he need, you know, multiple kind of ways to get to it, excellent. Okay, so it’s friendly and kind or whatever. Yeah, any two out of five, you know, to avoid driving, okay, and i’m going to say them again. Okay, i understand i’m going to say them again one more time. Caring, compassionate, friendly, kind, helpful. Do not do not go to the scout law, because it will lead you astray. They’ll beam, or that aren’t on the list that then then r this is sort of suggesting that, you know, we should be not so reliant on anecdotes and tales of what good fund-raising is. But try to rely on hard research as much as possible. Yes, definitely. Absolutely. Teo, any coast don’t make a piece of research. Okay. Okay. Where can people learn more about your research? Well, they can first search jin xiang on the web, and the first link comes up. Should be my website. All my published papers are on there. Okay, let me let me just tell people you’re last name is spelled s h a n g, right, gen shang. Ok, go ahead, please. And then we my collaborator adrian. Sergeant who is the only chair anywhere on fund-raising we collaborative lee maintain a public information website and it’s called www dot study fund-raising dot info. Okay, study fund-raising dot info. Exactly. So if if people just go there, we provide updated information about what research is relevant in what domain. And, you know, we update at pure ops degree and there we try to change all the academic language to away. That is more easily accessible. Gen shang is an assistant professor at the centre. On philanthropy at indiana university jen, thank you so much for being a guest. Definitely. Thank you, it’s. Been a real pleasure. Thank you, thank you. Next week, charity transition. We’re talking about making a career transition into charities, but julia bonham’s strategies will also help those who work in non-profits and are looking to make a change within non-profits she’s, an executive coach and the principle of career change for good. Don’t let your employees listen to that go offline maria simple returns she’s the prospect finder, of course, our regular prospect research contributor this month, she has tips for conducting offline research. You know that the best prospect research comes from face to face meetings with people you want to know? Better check us out on facebook, check us out on linkedin on youtube, youtube, it’s, riel, tony martignetti you know you can listen live our archive, check us out on itunes and to get to itunes. To listen to the archive, go to non-profit radio dot net on twitter you can follow me, i’m at tony martignetti the show’s hashtag is non-profit radio my thanks to lynette singleton for tweeting today, she’s, a very loyal tweeter thank you, lynette, you can follow her she’s at s c g, the number four non-profits our creative producers, claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media. She’s, the one who keeps all those sites up and functioning and current. And the remote producer of tony martignetti non-profit radio is john federico of the new rules were gonna be remote on june eighth at fund-raising day conference here in new york city at the marriott marquis june eighth. Look for us on the exhibit floor. We’ll be doing interviews for this show. I hope you’ll be with me next week. One p, m to two p. M eastern at talking alternative dot com. E-giving thinking. Good ending. You’re listening to the talking, alternate network, get anything. Thank you, cubine how’s your game. Want to improve your performance, focus and motivation? You need aspire athletic consulting, stop second guessing yourself move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports, contact dale it aspire athletic consulting for a free fifteen minute power session to get unstuck. 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089: Get Monthly Givers & Strategic Organizations Raise More Money – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Bob Wesolowski, president of Caring Habits

Starita Ansari, president and chief change officer at MSB Philanthropy Advisors

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

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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s friday, april twenty seventh twenty twelve i sincerely hope you were with me last week. I’d be devastated to learn that you missed the to melanie’s. Melanie schnoll begun from morgan stanley we talked about how to look good when you’re recruiting board members and die end of the day. Melanie west from the wall street journal writes the donor of the day column. She and i talked about how to pitch her to get your donor’s covered in that column this week. It’s get monthly givers bob wesolowski, president of caring habits, helps you get habitual monthly donors through electronic funds transfer. You may know that as ft, who were the best prospects and how do you ask them? How do you upgrade donors? And when should you say thank you that was pre recorded at philanthropy day two thousand eleven, hosted by the westchester county chapter of a f p also today, strategic organizations raised more money. Starita ansari is president and chief change officer at msb philanthropy advisors. She wants you to organize thoughtfully around your mission. Looking strategically at your inputs, outputs and outcomes to boost your fund-raising revenue that’s also pre recorded at flying through the day last year on tony’s, take two between the guests. I don’t know what’s going to be on my block this week because i’m recording in early april, but i will look back at a few recent posts. You can use the hashtag non-profit radio to join the conversation with us on twitter. Right now, we take a break and when we come back, give monthly, get monthly givers, stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl. Offset. Two, one, two, nine, six, four, three, five, zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Yeah, geever. Oh! Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio. Now i have pre recorded interview get monthly givers, and here is that welcome to tony martignetti non-profit radio coverage of national philanthropy day, hosted by the association of fund-raising professionals westchester county chapter with the edith macy conference centre in briarcliff manor, new york. I’m with bob wesolowski he’s, the founder and president of carrying habits, which is dedicated to building and operating monthly e-giving programs with elektronik funds, transfers and bob’s conference topic is techniques in monthly giving bob wesolowski welcome. Thank you very much. What do non-profits need to know about just generally before we get into details about monthly giving? What? What are they not doing that they ought to be doing? Perhaps? Well, i think the big secret for for this group is that many organizations have heard about monthly giving programs. Goodness knows they’ve been around since the early nineteen eighties, but many organizations have stayed away either because they think they need to be larger or because they think they need tohave more technology to do it successfully and that’s just not the case. Okay, so what can the smaller organization due to encourage monthly gift? Well, i think there are two groups within the smaller not-for-profits i think in in every case all organizations have a core group of constituents. They essentially make a contribution every time you ask. They may be donors, they maybe board members, they maybe folks who are somewhere in between. And so the first thing that will do is help the client identify who those particularly loyal donors are and work with them first. Ok, so loyalty is where you want to start in developing your prospect. That’s, right? Monthly giving that’s, right? I think we live in a world of finite resource is in a in a perfect world. You could send solicitations to all of your donors all the time. But with with finite resource is you have to pay, choose your battles, all right? And when we’re looking at loyalty, which i’m sure is determined by the consistency of the giving that’s correct over many years over is that right? Not necessarily. I think typically when you start to look at a group that says, where should we go? One of the things that will look at is data over the last twelve to eighteen months and will help to identify those donors who have made perhaps two or three contributions over the last twelve to eighteen months and that’s generally pretty good starting point, all right, and only interested in the size of those contributions or does it could be very small and still qualify as a prospect? Duitz this process is geared mohr towards lower donors, donors whose annual giving might be, at a minimum twenty five to fifty dollars, and certainly no more than five hundred dollars. And the reason we put a limit on five hundred dollars is that in many cases, once you get into that kind of atmosphere, those donors are mohr important, they feel more important, they need to be stroked a little bit. Mohr and in general, they don’t like the anonymity that goes with the monthly giving program. All right, are we interested in ages that important in developing our prospect pool? The only if a number assuming non-profit has the well i know relies a lot don’t, but assuming they do have a jj age is an important consideration agent demographics is important when you consider whether you’ll all for the donor, a recurring credit card contribution or a recurring funds transfer contribution. Okay, but the key factor is loyalty to the organization. Once you’ve got that loyalty than their candidate, once you start to look at the demographics, then you’ll have an idea as to whether you want to offer your donor’s credit card or funds transfer or both. Ok, maybe we’ll talk about how to segment in in a few moments, all right, so we’ve developed our prospect pool. We know we don’t have to be a large organization, we don’t have to have special technology and sophisticated technology. What do we do now? We have our prospects pool identified. We have found that most organizations get involved with this through a direct mail campaign. They’re certainly larger ones that do telemarketing, but direct mail is generally the best way to start with us on dh it’s a simple, simple ask the kind of thing that these folks duel the time now there’s some clients who may d’oh three or five four direct mail appeals per year, there are others who do eleven or twelve buy-in if the group is doing fewer solicitations per year, let’s, say, three or four, we’re certainly not going to suggest that they devote one entire repeal to monthly giving. What we would suggest is that this is included as an option. On the other hand, if a group is doing ten or eleven or even twelve direct mail’s solicitations in a year, there are so many going out that in that case, it’s generally far easier to dedicate one of those solicitations to a direct mail campaign. All right? And if it’s not a dedicated direct mail piece about monthly giving, can it be a simple as as a ps yes, in a letter. So how would we would we work that a little? Well, i think what what happens is that and it’s kind of interesting if you go back and look at the pbs and the npr market has, in contrast, goodness knows they’ve been doing this for the better part of two or twenty or thirty years. And i think where a lot of those organizations tend to fall down is that they look at the program in terms of the benefits to the donor. It’s easy. To do no cheques to write no stamps, to buy no trips to the to the post office, in fact, they are particularly core reasons to contribute to an organization. All giving is his mission mission based. And so the first place to start in that solicitation is if you become a monthly geever you help us lower our administrative expenses, if you become a monthly giver, you give us income that we can rely on month tomorrow. So there’s, this kind of fund-raising is no different than any other fund-raising we don’t, we don’t rely on the ease of giving when we’re saying send us a check, you know, or there are, or the ease of giving in other ways, i mean it’s, it’s, mission driven, it’s, almost love of the organization. And by the way, here’s an option that happens to be easy. That’s. Exactly right. Ok, so we can do this in a ps we could say your gift this your gift could be a recurring gift. Would you then include a form for people to fill out? Or is it better to drive them to a website toe? Have them sign up there for monthly giving. Or what’s the best. You certainly want to include the form because donors tend to respond to the media in which you, you contact them. If you give them direct mail, they’re going to respond to direct mail. If you contact them with an email blast, they’ll respond on on the web. Okay, so you certainly want to do that it’s also important to because over the years the banks have been particularly effective in convincing donors of and organizations about how wonderful credit cards. In fact, we have seen changes so that there are different requirements to enroll a donor with funds transfer as opposed to credit cards. That is to say, if somebody wants a recurring gift with a funds transfer that is out of their checking account or savings account, there needs to be a signed authorization in place for credit card you can simply click through. Yes, this is what i’d like to dio and it’s over and done with the garden tending the ending the ending ding, ding, ding you’re listening to the talking alternate network, get in. E-giving you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio, twenty four hours a day. Hi, i’m kate paler, executive director of dance, new amsterdam, and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Yeah, let’s, go back to something you mentioned earlier about age being a factor in whether you’re asking someone to do the credit card or the electronic funds transfer from a from a checking account. How does that how does to break down across ages? In in general, what we have found is that donors who are younger, better educated, maura, fluent mohr, disposable income i prefer elektronik giving that is to say, credit cards. Donors who are older, less well off clearly go for funds, transfers. And so, for example, if i would look at a typical catholic client where the age of the donor population might be average about seventy two, seventy three years old, i wouldn’t be surprised if seventy percent of the donors gave with funds transfer as opposed to credit cards. On the other hand, if i was to look at an organization like the union of concerned scientists or some of the other groups, you might expect to see a fifty fifty split. Or you might even see sixty, forty or seventy thirty split in favor of credit cards. And is that just because the older population is less comfortable revealing credit card information? That’s. Exactly. Right. Okay. Yeah. Yeah. And in fact, we in an interesting side note we were work with a church congregational church up in aa connecticut. On one of the things they found is that the five o’clock service every day, every sunday was the one that was most crowded. They would have a couple of hundred people in there. That was the one with the younger folks and their role in their thirties. They all had the three year old, four year old five year olds. When it came time to pass the plate around. Even though that’s where most of the commissioners were, those collections were the lowest. Everybody had debit and credit cards. When we introduced a monthly giving program for them, contributions went way up. Where do you find roughly the age demarcation line between willingness to do it by credit card or preferring the electronic funds transferred by checking account. Roughly. Where does that age breakdown? Somewhere in the fifties? Okay. Okay. All right. So we were, uh we were talking about the marketing of really, the solicitation of this direct mail is your preferred method. Can you can you can this be successful? By through email solicitation or that that was not, it certainly can. And in fact, one of the things that i’m going to talk about my presentation today at the conference is that there are any number of organizations out there who have one line giving capabilities and somewhere along the way, someone suggested that they include a monthly giving option in there. Some of these groups would would argue that because they allow monthly contributions, they have a monthly giving program. I would differ with that because in many cases, yeah, you have monthly monthly donors out there, but it’s not really a programme groups don’t know what to do with them, they don’t know how to solicit them, they don’t know how to upgrade, they don’t know how to include them in their program. So it’s just starting to feel their way through. I’m with bob wesolowski, he’s founder and president of caring habits. We’re talking about monthly giving, and i want to tie this into something that i saw about doing earlier here on the exhibit floor, bob was fly tying and he’s a fly fisherman and he’s going out on sunday, we’re interviewing, we’re talking on. A wednesday and bob your comment was that the if you if you do your own fly tying, you’ll pay more attention to what the fish are are after is that? Did i get that right? And that’s exactly right? Okay, and i see an analogy in fund-raising i think if you’re if you’re writing some of your own feels you’ll think more about what your donors and prospects are interested in hearing. That’s true, i think you have to know your donor’s a lot better if you’re going to be writing the copy yourself. Okay, so we’re fly fishing for ah moflow e-giving donors we are okay. We’re looking for the players out there and and i’ll confess that when i saw above on the exhibit for doing the fly fishing time fly tying, i thought he was making jewelry. I thought he was a jewelry maker because he had these precise little tools and a light and a little vice holding his the piece he was working on. I thought you were making hearings, but no, not this time. That’s how much of a sportsman i am right? My head is somewhere in a jewelry store. Let’s, see? So then we now have our donors. How how do we thank monthly donor? Do we thank them every month? Is that annoying? How do we go about stewarding these donors that we now have? We have seen a distinction between our religious clients and non religious groups in terms of how they thank donors. I think by and large, if you look at the religious organizations that we work with and that’s roughly fifty percent of our clients, they feel compelled to send a written acknowledgement every month. Even though these charges will appear on the donor’s, a credit card statement or bank statement, thes groups have been doing these hand written acknowledgments or some kind of acknowledgement for decades and it’s very difficult for them to get away from it. On the other hand, when we look at the non religious groups, i think there’s an implicit understanding by the donors that this’s recurring they do not want to get thanked every month. And so, as long as they see that acknowledgement on their credit card statement each month that’s. Fine. I think the other thing that also happens for some of the larger religious groups is they may start out on that path of giving monthly acknowledgments, and in some cases it may take a year, two years for five years in some cases where they finally get enough negative feedback from the donors who say enough alr right, we know it’s gonna happen every month. Save your time saved savior effort. Don’t bother with this stuff. We know it’s going to happen. What about an annual thank you letter? Something like that right at annual is absolutely very important. Very important. You guys, i think you don’t want to be the organization that that cultivates and solicits and obtains a monthly giving process. Donor-centric to say thank you. Just i know the gift is going to come, so why don’t i have to say thank you once a year? Yeah. And i think what’s really important about it is that once you get a donor who becomes a monthly donor, i think it enables you to change the nature of the relationship. If if you look at a group that’s doing four five direct male contribution solicitations each year, every solicitation is give me give me give me it’s it’s a constant ask once you have. That monthly donor, you know, that they’re going to be there for years in most cases, and so you don’t need that constant ask you can begin to provide mohr programmatic information and begin that upgrade process. Okay, so that’s important too? So someone starts at ten or fifteen or twenty dollars a month. Over time, you’d like to be able to upgrade them. Tio i guess twenty five or fifty dollars? Absolutely. And when is the right time to start that conversation after they’ve initially committed to the monthly donation monthly gift? When is the right time to talk to them about the possibility of upgrading? In our opinion, that needs to be either on their anniversary or a program anniversary and let me provide an example, i think you know, if you’re going to be doing sending these things out let’s use example again afore five direct mail solicitations in a year, you don’t want to be as a fundraiser, you don’t want to be in the position of having all of these anniversary’s coming up throughout the year, so typically what a client will do is is group everybody in and say june one, march one that that’s going to be our anniversary date so everybody who was in the program, graham as of that date that’s their their anniversary program and later on today, i’m going to be doing this this presentation with a client buy-in pat chambers daily who’s with the dominican sisters in amityville, long island and the way said they set up their program, they do the solution solicitations every march. All right, donors tend to enroll somewhere between march, and by the end of may or june, they’ll get a group in there on let’s say, we’re in march two thousand eleven. March two thousand twelve will be their first year anniversary because they consider march to be their anniversary month. And then when their two year anniversary march of two thousand thirteen, everybody in the program gets an upgrade, and so they’ll figure the two years into the program, the donor’s comfortable with with what they’ve seen there in the fold. And now you can begin that upgrade process. Okay? And how much is it appropriate to ask them to upgrade to or do you give options? How does that work groups do it in different ways? But if if you’re a small local not-for-profits it’s. Not uncommon to ask for ten percent or flat. Twenty percent. Great. When? When pat started her program nine years ago, it was simple. Would like everybody to upgrade twenty percent. Okay, um ah. Is it appropriate to ask the donor tto decide how much they’d like to upgrade? Or is it better to give them a target? Teo shoot for it depends on the resource is available. There are a lot of clients out there. Smaller organizations that just don’t have the resource is toe late. Laser in specific e-giving amounts. Okay, from a direct male perspective. That’s. Right. So if they’ve got the capability to do that, then certainly they will laze iran e-giving amounts. If it’s a smaller organization, then they’ll simply go in with that percentage amount. Okay, for center, ten percent. Ok, how do we handle the fees there? Are there going to be fees that the charity is going to be paying on these credit card transaction shins? How do we handle that? With respect to the crediting of the donor? Do they get credited for the net or just or the gross gift? As an analogy? Let’s take a check deposit if a donor writes a check to a not for profit, not for profit does not deduct any banking fees associated with that. They credit the donor for the full amount, and the same is true for monthly giving programs. Okay, if i give if i give ten dollars, i get credit for ten dollars and you’ll get credit for a hundred twenty dollars for the year. That’s exactly right? And any banking costs is simply their cost of doing business. Ok. All right, what else should i be asking you that? What else would you like to convey about the annual giving one of the monthly monthly giving one of the things which is also very, very important about this is that, um, assuming the client is brave enough to go out with these upgrades and i say brave enough because often what clients will find is that the average upgrade amount going from a one time donor-centric upgrade amount that we’ve seen over the last twenty some years is about an eighty five percent upgrade. So a lot of times and not for-profit will look at that and say, oh, my goodness, look at tony. That’s more money than we ever thought we would ever get from that guy s so when it comes time to upgrade their say, how, how is it possible that he could give more and so there’s an awful lot of reluctance. Once we get the client over that hump, there are two parts to that successful upgrade. The first is to ask, but the second part is a soft ask, which says, i’m sorry, i can’t upgrade my monthly contribution at this point, but i’d like to make a one time contribution. Typically, clients find that when the donor makes that one time contribution, it is as large or larger than what the upgrade amount would have been. They back off from that simply because there’s a bit of reluctance to make that long term commitment at that point, but they still want to make the contribution to the organization so it’s important to give that option absolutely and in fact, one of the things that pat’s going to talk about today when she finally started providing donors with that soft ask the onetime contribution on there, she has found that in every year that she’s done that and it’s been eight years in a row. There have been sufficiently large contributions that they have paid on their own for that appeal. Okay, excellent. What concerns you, bob about? About? Ah, annual giving monthly giving. I’m sorry, whillans e-giving that we haven’t talked about what? Well, maybe looking into the future. What? What concerns do you have for non-profits that are that are doing this for thinking about doing this, particularly for smaller organizations. One of the real concerns that we see is credit card security and credit cards are excellent. Yeah. Over the last seven or eight years, the credit card company, starting with visa and mastercard, including amex and discover, have put in place a set of security standards. Pc i the payment card security standards, which govern everyone who touches a credit card. Processors like ch i not-for-profits software manufacturers, hardware manufacturers and everybody who touches a credit card has to live by the standards. One of the things we find, particularly among the smaller groups, is a rather cavaliere concern about credit card security. They’ll get the credit cards in, they’ll process them. They may not keep them in a locked vault area. Now we have a credit card number. We have its expiration date. Women. Maybe maybe we have the secure code on the back. That’s. Exactly. Religious code. All right. So now these pieces of paper let’s say hopefully they wanted some kind of standard form. But now what we gonna do with these forms? What are people doing? What should they be doing? Well, what they should be doing, what we counsel is to keep those forms for about sixty days, because that will give everyone involved an opportunity to process the contribution and let the donor sayid on their statement. So that’s that’s one poke a bit and just mentioning that now we’re keeping it for sixty days, keeping it secure. So we walked. It should be locked out on someone’s desk or in an inbox. Right? That’s. Exactly right. What some clients are also doing is doing a two part form for their needs where they will have the name and address in the mount of the contribution on the top of the form and on the bottom they’ll put the credit card number and the expiration date. And after it’s processed, they’ll cut off that bottom portion of it. And do a confetti cut through a shredder on the sensitive information. And even i like to really get into detail a confetti cut, not a not a quarter inch strip cut that it’s got people could piece together in five minutes of will. Okay, we have just about a half a minute left. What else did you want to say about the security issue? The other part is that under no circumstances should any credit card information ever be entered onto a pc and excel spreadsheet a database, because when machines get old, they get tossed in the trash. And who knows what happens to those hard drives? Bob wesolowski is founder and president of caring habits, which is dedicated to building and operating monthly giving programs with electronic funds transfers. And we also know that he’s, a sport fisherman and expert fly tire bob wesolowski. Thank you so much for being a guest. Thank you for having me. This has been tony martignetti non-profit radio coverage of national national philanthropy day hosted by the association of fund-raising professionals, westchester county chapter my thanks to bob wesolowski for that interview right now, we take a break. And when we returned tony’s. Take two. They didn’t even think that shooting, getting, thinking thing. You’re listening to the talking, alternate network, getting anything. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. I don’t know what’s going to be on my block this week because i’m recording this show a couple weeks early in an early april so here’s a romp through some recent posts, two of them our irs is helping you. I was on my block. Iris has some good education courses and webinars on their site, which is called irs stay exempt, and one of those courses is applying for tax exemption that’s something that we get a lot of questions about. How do i create a charity? What’s the first step? What’s the second step and applying for tax exemption is one of the irs is seventeen minutes web courses a short lesson on getting your five o one c three designation so that you’re exempt from federal income tax and donations that people make, too. You can earn an income tax charitable deduction, another one of their courses on their site is unrelated business income, and i’ve also talked about that here, with jean takagi and emily chan are regular legal contributors again. The irs site is called iris stay exempt. And their links to all this on my block, which is tony martignetti dot com another post from february was respect small donors. I used the example of the new jersey institute of technology that got a five million dollar gift from ah couple that had given just twenty five dollars, a year, and they have been doing that for about thirty years, and j it was very smart to always thank them and developed a relationship with them, and they’re turned out to be a five million dollar gift in the state of the survivor of the and that couple. So a very good tale about respecting small donors. Both those posts are, as i said on my block at tony martignetti dot com, and that is tony’s take two for friday, february twenty seventh, seventeenth show of the year. Now i have a pre record interview with starita on, sorry from the same conference as the previous interview, and here is my interview with her on strategic organizations. Welcome to tony martignetti non-profit radio coverage of national philanthropy day, where hosts are the association of fund-raising professionals, westchester county chapter we’re at the edith macy conference centre in briarcliff manor, new york my guest now is starita ansari. She is president and chief change officer at msb philanthropy advisors, and her topic today is why a strategic organization is key to fund-raising success starita welcome. Thank you for having me, it’s. A pleasure. What is a strategic organization? The strategic organization is an organization that understands that passion is not enough in order to fulfill. The mission is an organization that looks at inputs, outputs and outcomes, and make certain that the day today activities are in line with the strategic direction, de fulfills the mission, and eventually, the vision. Okay, inputs, outputs and outcomes. What? What are and organizations inputs. Inputs as an example. Staff finances the thinking, the human capital, the output would be let’s say it’s a homeless oh, program. Okay, so the output would be we fed one hundred homeless people arika but that’s not solving homelessness. That’s a service. But the outcome with would talk about how many people we have placed our strategy and our success and eradicating homelessness. Best outcome. That sounds like there’s going to be quite a process in doing this strategic thinking to become a strategic organization. What what? What is that process like? How does how does this planning and thought process take place? First, one of the core values would have to be critical thinking, being able to evaluate trends in the market and and trends within the community that you are serving. The other piece is making certain that the people that you hyre particularly from a fund-raising perspective is not purely measured on how many dollars that are raised, but whether or not those individuals understand the mission and can communicate the passion. So what that means is that the people who you hyre strategically aligned with the mission and that you look beyond the job description. But you look at the talents that people have that khun strategically aligned with the mission, creating a team based a t jik culture that you would have to assess almost at every staff meeting. So staff meetings are not a discussion about activities. Staff meetings are a discussion about the strategic plan all right? And we’re going to we’re going to talk in detail about some of the things you just raised. But how does all this relate to successful fund-raising? Because that’s, your that’s, your topic out strategic organizations are ki tto fund-raising success philanthropist want outcomes, not outputs? Philanthropists want a return on investment philanthropists i do not want organizations that are chasing after grants to keep the doors open then therefore those organizations ends up mission drift, whether it’s, individuals, funders or the government everyone once out comes, which requires people to be very strategic and cost effective and an efficient that’s what strategic planning does it lets you be cost effective and efficient, and how you’re using money to get where you’re going earlier. Guest on this show has been dr robert penna, who wrote the non-profit outcomes toolbox. Are you familiar with his work and that that book i am not okay is outcomes, assessment or outcomes the attention that outcomes air getting that’s really pretty recent wouldn’t you say within just the past, i don’t know three toe four years or so where outcomes have become so much part of the non-profit dialogue? Yes, before passion and services, you’re doing good and feeling good for decades for generations, that was that was enough, right? That was, that was enough. And then all of a sudden the outcome started creeping in after the enron situation and now it’s ashley, part of the playing field, and so our appeals cannot just be appeals that have you no shows the single female head of household living in a homeless shelter calling on someone’s heart we have to do more than that. People in people are moving from s not meaning services, but s meaning solutions, and another guest has been ken berger, the ceo of charity navigator there now, and other other organizations as well that rank or or assess mission effectiveness for non-profits paying much greater attention to outcomes than then had been in the past, so this is all pretty recent dialogue. But who’s who’s responsible for the strategic planning process is that the executive director’s, that the board is a combination is that the i don’t know, chief fundraiser, the school of thought and theory that msb philanthropy advisors proposes is that strategic planning should be an inclusive process and that you create a culture where everyone understands from the janitor threw the chairman of the board the direction that the institution is going. But most importantly, if someone works for a nonprofit organization that doesn’t have a strategic plan, well, then the vp of institution advancement or director development should push the agenda and create the culture because it’s going to be expected of that person when they are soliciting gifts, particularly the major gifts and a plan gives people want to know where is my money going? Not just today. Three, four, five years from now. So everyone should be involved in the strategic direction for the organization. How do we trickle this down too? You mentioned even the custodian. How do we trickle it down? And then also, how do we continue it? This understanding with people who come to the organization years after a couple of years. After the strategic plan, they couldn’t have been a part of it. They weren’t part of the organization. How do we continue the trickle down the culture and continue it? What i’ve done in my career is that i value everyone when the janet of buildings and grounds you takes the time to talk with everyone internally, to let them know the direction you’re going with your fund-raising you never know who has a relation, shin ship somewhere back and help with the plan that you have for raising money in terms. That’s how you let everyone know part two of your question times what happens when someone comes aboard and after the procedure plan has been developed? I believe in allowing people to bring their talents to the table, show them this a t jik plan and welcome insight that’s one of things i think is important to our success is that we have to move to a model and non-profit sector where evaluation is not punitive and that everyone can have can give a fee back to how the ship is is moving through the waters, and so a new employees should be able to provide feedback and lend insight, but how khun the plan then accommodate that when the person is new to the organization everyone knew presumably is going to have their own insights. How does the plan continue forward if it’s constantly being altered with new in new insights from from new employees? What a plan is not being altered. The goals and objectives are the same. What will alter is additional talent that comes to the table to move the goals and the objectives forward. So everyone, the alumni, the community, the politicians, everyone will know the direction that your institution is moving and everyone hopefully will embrace it and bring what they can to the table. Okay? And if they’re not embracing the mission and the goals, then they it’s probably not the right fit to be working at the organization. Is that right and that’s the point i was making before when people hyre individuals purely based upon pon how much money they’ve raised versus not just the money they raised, but their passion and their understanding, the mission, the goals and the objectives of whatever going backto homes, eradicating homelessness? Well, let’s talk about the hiring process since we’re headed there. How do you ensure that you’ve got someone who is going to be committed to the the mission of the of the organization? When does that does that start out at the advertising stage of the interview stage? The resume screening stage? How do we do this? Make sure we’re getting the right people. We’re going to be as committed as everyone else in the organization, i think it’s important at the job placement stage for and this is going to be challenging. Okay, organize a challenge is good, though it helps us achieve for organizations to be transparent in terms of their core values. That way, you know whether and not that what’s of interest to that individual is of interest to you. Okay, so if there’s space i mean, does this belong in a job advertisement or you really start this kind of transparency at the interview stage? When you’re talking to people the first time you should be on your website, your mission statement should be on your website things that that that demonstrate your vision should be on the website and so people could say, ok, my passion is is social justice after i’m committed to lesbian, gay, bisexual, transgender issues, black and brown issues. Disability issues, issues of women. I’m committed to making the world a better place for everyone and valuing everyone and valuing, it said. And we’re talking about sort of coming out in the hiring process. Hyre talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking all calm. Metoo yeah, for may, i would hyre individuals that demonstrate some type of passion, an experience in that area, in addition to being a plan giving officer clearly so clearly, technical expertise is necessary, but your point earlier, it’s not sufficient, correct. Dr starita. Dr starita ansari is president and chief change officer at msb philanthropy advisors, and we’re talking about how the strategic organization succeeds in fund-raising. What about staff meetings you mentioned earlier? It sounds like you’re unsatisfied with the typical staff meeting in a non-profit she’s, laughing. Now you can laugh out loud. I correct, okay. How? Why? Often, people come to staff meetings with a list of things that they’ve done since the last staff meeting. People should come to staff meetings with things that they’ve done to make gold one goal too, an assessment of how long it took to fulfill gold, wine and gold, too. Looking at gap analysis, are we going to meet the delivery ble on the on the time? God, i’m sorry got now on this show, we have drug in jail, so gap analysis it’s okay, you didn’t know, but you’re you’re treading lightly, you’re shutting closely to it. Um, what is a gap analysis on your strategic plan? There you have a critical path, which are the things that must occur in order for goals one and two to happen and let’s say action item three does not doesn’t occur then that puts puts the other goals at risk, gap announces is is looking at where things are falling through the cracks, where there may be human capital gaps because we haven’t hyre someone for position and how that gap is going to impact our ability for the delivery ble and what i’m saying is that staff meetings should should be analytical and should focus on what’s not working what is working and should be so and we should. Celebrate celebrate our successes as opposed to oh, i met with someone at ford foundation i maybe the program officer danny casey, i met this. I meant that i sent out seven proposals it’s clear, now that that sort of really even may be shallow meeting doesn’t promote the work of doesn’t promote the mission orientation in the goal orientation that we’ve developed around our strategic plan, it just becomes a list of activities, like you said, and that’s, what happens? People go through this a teacher planning process, they hire consultants, and the plants sits there, and no one opens the plan to make certain that is involved in the day to day activities, right? So no more of that let’s go around the table until we’ve done in the past two weeks. O r one week since the last meeting. All right, she’s e-giving the hatchet scientist across her neck, which is that’s not i hope it doesn’t mean end the interview. No, i don’t trends you mentioned being ableto assess trends in the marketplace where the non-profit exists. How does how does one how does your organization do that? One way is if you’re in a community. And i’ll stick with homeless, okay? And, you know, there are x number of shelters in manhattan get a sense of what they are doing, what they’re doing well, maybe opportunities for collaboration, what’s your market advantage, what you are doing well, that they’re not doing well. So when you speak to funders, you can communicate your market advantage. Was the trends in terms of homelessness what’s happening because of the economy? There’s an increasing number, single female heads of households that are homeless? What does that mean when a mother and her children are in a shelter? That wasn’t the case before the economy. So that’s a trend that we bets if you’re in the industry, you should be able to communicate the impact that that trend has over the past three or four years on the children in terms ofthe moving around and the ability to perform well in school, because that night in the same school, in terms of nutrition, how does all of that have have an impact on the population that you’re serving? And are we talking here about the executive director of the agency? Or could this be shared with the board? This this type of being out and looking at what’s happening in the community were, i guess, i’m asking, where does the responsibility life for this? In my opinion, the executive director, senor presidente, is the chief fund-raising officer. Okay, if that person is not comfortable being the chief fund-raising officer than the vice president for development, should equip that person with the tools that he or she needs to rise and fly, which means that development officer, or the advancement officer, needs to give the president of ceo the that data, and take the time to train the board on that information. So when they’re doing friendraising, they can speak about the value that their program brings to the community. We have just about a minute and a half left. Starita how about in performance evaluation? We’re looking at employee performance. How does this all work within that? Snusz egypt planning should be part of everyone’s job description oh, really, okay, i think everyone should be responsible, and i think people should be critical. Thinkers and fundraisers should strategically decide who they’re going to cultivate, why they’re going to cultivate that individual what’s the strategy. Look at a question. Which is working? Listen, i’m an annual fund person which works for my institution, is it the fiscal year end appeal over calendar year and appeal so that’s the evaluation piece, and then you take that and you apply that information to your strategic plan on how you’re going to move forward. Okay? Dr starita ansari is president and chief change officer of msb philanthropy advisors. We’ve been talking about the strategic organization and how important being such is, uh, leads to success in fund-raising starita, thank you very much for being a guest. Thank you. It was enjoyable. I’m glad my pleasure. You’re listening to tony martignetti non-profit radio coverage of national philanthropy day hosted by the association of fund-raising professionals, westchester county chapter. My previously recorded interview with starita ansari my thanks this week, teo, both bob wesolowski and starita and also to the westchester county chapter of a f p the association of fund-raising professionals, especially their philanthropy day organizer, joe ferraro. Next week i’ll be back in the studio on west seventy second street with paul gearan from professional survey group. How do you use surveys as a prospect cultivation tool? Had you craft your surveys? Tto learn what others think about your work i may call that survey satisfaction or maybe survey simplicity or i don’t know, serving up surveys. I’m not sure if you have a suggestion, i’ll take it, but you know i love a liberations, scott koegler keg lor will also be with me he’s, our tech contributor and the editor of non-profit technology news. Keep up with what’s coming up! Sign up for our insider email alerts on the facebook page. If you like the show, please like the page, you know you can listen live our archive to catch us archive go to non-profit radio dot net, and that will take you to our itunes paige. You’ll see you’ll see about eighty seven shows because i’ve been doing this for about twenty one months. Now you can listen anywhere on your computer the device of your choice non-profit radio dot net on twitter follow me or use the show’s hashtag non-profit radio use at hashtag recklessly our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Our show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday. One, two, two p. M eastern on talking alternative broadcasting, which you always find at talking alternative dot com. I think the dude in the good ending, you’re listening to the talking alternative network. Get anything? 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