112: Friends From Events & Get Engaged 1 – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Andrea Nierenberg, president of Nierenberg Consulting Group

Amy Sample Ward, membership director for NTEN and blogger at Stanford Social Innovation Review

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

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Hyre hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host it’s october fifth, two thousand twelve oh, i hope you’re with me last week. Yes, i do simply i hope you were here because last week was the law of attraction to attract major gift prospects and potential board members, you have to put your best foot forward to get what you’re seeking. Melanie schnoll begun is managing director at morgan stanley private wealth management remember, she helps her ultra high net worth clients make charitable gifts and get on boards, and she had practical and valuable advice that applies to any charity soliciting a major gift or recruiting a boardmember also private benefits not dirty but bad. We’re not talking friends with benefits. These air the rules against private and your mint excess benefit transactions and private benefit generally these rules keep your charity operating for the public good. Emily chan from the non-profit and exempt organizations law group is our monthly legal contributor and she explained all those rules this week. Friends from from events andrea nierenberg, president of nierenberg consulting group, talks you through her friendly steps for meeting more people at events of any kind and building a real relationship with them. It’s. Remarkably simple advice and get engaged. One amy sample ward, our social media scientist, kicks off. Her new status as contributor. This month is part one of a series on riel engagement and building trust through online social networks. She’s, membership director for non-profit technology network and ten, and she blog’s for stanford social innovation review. Are you on twitter at this moment? If you are, then you should be following us on the hashtag non-profit radio on tony’s. Take two in between the guests, perseverance, that’s, what i blogged this week and that’s what i’ll talk about at roughly thirty two minutes into the hour. Right now, we take a break. When we returned, i’ll be joined by andrea nirenberg, and we will talk about friends from events. Stay with me, co-branding dick, dick tooting, getting ding, ding, ding, ding. You’re listening to the talking alternative network duitz e-giving. Nothing. Good joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg 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 am on talking alternative dot com. You’re listening to the talking alternative network. Duitz lorts durney yeah, welcome back. We’re always talking about big non-profit ideas for the other ninety five percent, and today is no exception to that. In the studio with me now is andrea nierenberg she’s, author of several books, and i’ll ask her to name a couple of those titles in a few moments. She’s, president of nierenberg consulting group, which you’ll find at nierenberg group dot com you’ll find her name is spelled and i e r e n b e r g nierenberg group dot com, and i’m very pleased that her work and her expertise brings her to the studio and the show. Andrea welcome. Thank you so much, tony it’s great to be here. It’s a pleasure to have you i’m glad you’re with us. Thank you were talking about friends from events. People get a little intimidated at events what’s what’s up. People do because they think that when they go to any kind of an event that they have to get something and i always say before you go, set a goal in your mind that you’re curious, you’re going to go to meet a couple of new people, learn about them, and i always say when i talk about networking, the opposite of networking is not working that every time you meet someone it’s an opportunity to learn from them, be a resource or give something first, if you go with that sort of premise, it’s fun, all right? And we’ll go into detail on each of those. You know, you have a lot of advice around those, but but this is potentially walking into a room full of strangers or mostly strangers. I mean, if i only know two or three a handful of people out of the room, i might not see those people it’s intimidating. It might be, but you could do your research before you go and that’s something that we all have available right now. You can go online, you can see a little bit about the organization you can see about the event that’s going to be coming up, even a social event on a lot of times, i’ll just, you know, connect with the person who’s giving the party or whatever just to learn a little bit about that. So for something it’s a business related, i say, get in touch with the greeter or the organizer before. The event or after you’ve done some homework so you make an introduction b e mail or call them, i’ll say, i’m going to be coming and you know, i don’t really know anyone there. What advice might you have? People are shocked when people do that, then do something really important. Send a note after you’ve spoken to the person or connected with them online it’s that given you some feedback, a hand written note just to say, i’m really looking forward, all right, and we’re goingto that kind of detail. I pulled listeners before the show, and we did have low survey response this week, so maybe less reliable than usual. But one of the questions i asked was, do you prepare before attending your charities social events, for instance, who you’d like to meet, research those people and think about talking points with people? And eighty percent of the people said yes, and twenty percent said, no, they do not. So for the eighty percent will have advice. We will put a finer point on that, and for the other twenty percent, we’ll get you up to speed. Let’s, say a little more about the researcher and how first, how are we going to find out who’s going to be there? Well, sometimes you can go right online and you can see who the board of directors are if there’s a speaker who the speaker is, you can see people that have been other events that they’ve had, and again, you may not get a guest list for that particular evening or that day, but at least you’ve got some people. And again, you may not meet those particular people, but at least if you do, you have the opportunity to go to google or to go to their site or the link dan or anything to find out a little bit about them. So if you do have the opportunity to meet them there, you have some talking points are but there are other people that you could meet that you don’t have. I did the research on. Okay, andi, if this is your own charities event, you might be a fundraiser or an executive director for a boardmember going to an event, then you definitely can get a copy of the certainly i just i’m so excited about this new friends of events, i threw the microphone across the across the table, but i’m back don’t worry on dunaj un injured as well. So then, if you’re one of those people and it’s easy that you definitely should get a list of all the attendees and go through it. It’s very easy and, you know, especially if you say, you know, i really love to meet these people and connect with them on and differentiate yourself. I always say also go to google alerts because any time that somebody has been in the media or the press or anything, you can get some information and you’ll get it like in a low. So you want to set up a google alerts for someone. Now, if this is a big event, you would probably wouldn’t set it up for all the all the hundreds of people who are coming for your key people that really happened. They have that all the time for your key people, because it’s it’s something that’s ongoing because you’re just not going to go to the event, meet them and that’s it. You want to build a relationship? That’s the whole idea. And also, you don’t want to stop the people. I mean, this is this is just getting a zai say to some people gathering intelligence and information, you’re just pulling in. So you have knowledge. When you meet somebody, you have a very short window of time to make a first impression. Okay, understand? So clearly our research is part of our goal setting. When this is all subsumed, i guess in having a goal for the afternoon or the evening. Absolutely. I want to send some live listener love out tio new bern, north carolina and a story of new york that’s queen’s write stories. Queens. Of course. I knew that i used to live in forest hills, queens on dh. This may be a popular time in the story of two because it’s beer, it’s octoberfest and a story of new york happens to be known for its beer gardens. So welcome a story. Welcome. New bern, north carolina. Live listener love out to out to you that’s. Nice, of course. Well, did you expect other one that no, in fact, i’m going to be in a story tomorrow. So that’s what? Okay, cool. You thought i was? A crash host? No etiquette. Okay, that you’re great. Well, don’t get carried away. But you thought it would be okay. Okay, we’ll be fine. Um with just a minute left or so before our first break. What else should we be thinking about when we when we know who these people are that we want to talk about what we want to talk to at that event position you’re, you know, your introduction, something that’s kapin pool to them and something that you could get your point across also, but something very short, brief focus on the other person, don’t focus on herself, which a lot of times people do say something to that person that when you walk up to them, is something that you admire about them. You’ve heard them speak. You’ve read something about their work, something like that and then put out your hand and introduce yourself. Take the initiative, tying your research that you did to the opening a couple lines. We’re all right. We’re gonna take this break and when we return, of course andrea nierenberg stays with me, and i hope you do, too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in 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, you society, politics, business, 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 so gain special access to the ivory tower? Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, andrea nirenberg is here and we’re talking about friends from events. What is thea the next step after you or you want people to be confident? Let’s? Take that and you want to put my hand out on dh introduced myself, right? I say you have to have your intangible tool kit with you and your tangible tool kit. Okay, what your intent? Intangible you’ve done your research, you’ve set a goal for the event. You’ve also thought about your appearance. You thought about the fact that when you walk into the room, you’re going to smile and research tells us that most people do not smile when they walk into a room, and when you smile and you walk in, first of all, you become more confident you feel more confident internally, you’re approachable, and it also is something that most people aren’t always doing there exactly. So watch the next time you walk into an event. Also, think about what you’re going to say to people, have you or introduction, you know you’re twenty second, if you will introduction, sort of a headline that you’ll have also some headlines about me, yet you have somebody says hey, tony, what do you do? Right. Well, say really, even though they want to know what you do, they really want to talk about who more than anybody, right? Thumb. So right. I mean, myself with there being polite. Absolutely. But i’m just saying, but that’s, how you draw a conversation with people. So as we all know, it’s very common sense also something so basic and self simple. Turn off all your equipment. I know i say this, but how many times do you go somewhere and people are still connected? Have great eye contact. Sounds simple, not always done in a firm handshake. Simple things, but all this is in your intangible tool kit. You know, because you have to think about these things. Also, take a quick look in the mirror and make sure you do give yourself a smile because i have a greeting in my office is a mirror is has a wonderful greeting. If you smile into it, it smiles back. If you frown into it, it returns that greeting it’s basic but basic works. Plus, you want to look to make sure you have spinach thing for understanding through exactly i talk. About that in a lot of my books and people laugh, but i say, you know, what’s critical it’s critical, and then in your end, in your tangible tool kit, this is keep have your business cards, not to give them out unless somebody asked for them, but have them so that they’re with you. I always say, have a prop with you to like something that you might where i wear a lot of pins have an interesting pan, something like that. So, you know, you can start conversation also pen and paper because your people took it was very full. Well, it’s not that full because what happens things are no, i’m pinned on bulky with my cards. No, no, no, no, not a lot less is just want one cup, one interesting thing, okay? And the thing is, i always say, don’t matter how sharp your mind is, it’s still weaker than the pale of stinks so i may learn something about you, toni, and then i’m thinking, i want to be able latto follow-up but i don’t have to write something down, so if we’re in a longer conversation, i might say, with your permission, could i write a few notes down because i’d like to be able to follow-up you don’t think that’s, you don’t find that craft if we’re in a conversation for awhile for discussing things not go? No most the time, the reason i have is after we walk away, then i think development officer going more morgan’s, you know, you’re not interviewing the person, not drilling them, but you know how sometimes you just like, well, that’s, right? You talk for a while, then you might say, just let me make a couple of those yeah, right, you know? And i’ll use their business card, teo, to make those, but no, i’m gonna correct on that because one of the things is i’m glad you brought that admonished no, no, not at all, but what happens if the business card if you think about in the far east and i’ve been there eight times and i always think about that when you get someone’s business card, they give it to you almost like it’s, like it’s them. I have heard that exactly, and people study it, they look at it, they come in on it, so you know what i’ve started. To do when i go to advance or when i meet people anywhere, i will get the card. Then i might comment on it. Tell me a little bit more about that and i just did this on one of my client programs that we do these webinars and all thie advisers in the room were like saying this’s, fantastic. Okay, something to dio, but we’re not in the far east, so i mean, here in the us we live in. We don’t. We don’t revere the business card. It’s maura, we should those, but but you know what, it’s? Another talking point. So the thing is, we usually to convince me of this. All right, well, i don’t want to convict e what i always say. I know, i know. I always say take the best and leave the the rest. Okay? But my point is when i will be with you so i know twenty tow woobox tangible and, boy, i got a front once i’m learning all the time. But the funny thing is that when you do look at someone’s card or ask some questions no, that part i love because because there’s often there’s information on the card that i think, oh, i used to live there or but i don’t look at it until i’m in my house. I met you, so i’m not. I’m not disagreeing with you about the staring at the card, actually reading it in the president, nothing glancing at the card really, i am being admonished is no question about that, but that’s okay, yes, we are definitely having fun. So but it’s the it’s, the not writing on the card, you know, because we’re not in the far east, it doesn’t matter. Well, again, i always say take don’t take the bus leaving, the rest were gone and i got the window, okay, but my point is because sometimes if you write on someone’s card, you know, a lot of times then you know it gets lost or whatever i say take it back, put it into your database or wherever you keep your information and that’s really what you need to dio and then put down your notes. So i’m putting my notes elsewhere. Now, if i’m in the midst of the conversation and it’s a lengthy one, as you suggested, then i’m saying, as i’ve done you mind if i take a few notes? So i need to have a little piece of scrap paper with many scrap paper? Nice little, you know, booklet being admonished again. I i’m screwing this up so badly that you’re going to make me a hermit. I never got to see this is never going to another. You could take scrap paper. It’s. Okay, but my point is, i take a little like all these wonderful little, you know, mole skin, but yeah, they’re pretty they make a much more efficient for station pieces. They make a professional appearance. Of course. All right, you’re straightening me out there, not admonishing. Okay, let me send a little live listener love out to maywood, maywood, new jersey. I have relatives in maywood, and that could be them. I don’t know. That’s grove street in maywood, new jersey. Then that would be my aunt uncle, but could be anywhere else made with the big town maywood, new jersey live listener love. And also hey, fay, china that’s. Not that’s, not in wyoming. I don’t mean. Hey, fay, china, wyoming. I mean the city of hay faye in the country of china as well. And were very apropo to send live listener love teo to our asian listeners because we’re talking about the business card and how it’s revered and how sloppy i am at events know that you’re you’re saying it makes very good sense what i did use those in a little bit now feeling defensive, you know, that’s very bad i would those little scraps i would take in the corner on it was actually not a scrap. I mean, i would have, like, a legal pad, a couple pages, and i would have it folded, but i would go off into the corner and make my notes there, but i like i like the idea of doing it face to face with the person and having a little conversational, beautiful piece of stationery that i’m writing on or some herbal note, because it makes the other person sometimes feel well, you know what i’m saying is really important, and you’re taking an interest this guy’s a big shot. Look at this cool look, it’s called a notebook people, and i always ask permission of stock it absolutely right. I’m with you. Yeah, i’m the crash one and you know i don’t know there’s different kinds of people. Yes, we can meet absolute have them identified, categorized where those with those types of people. Okay, well, after i’ve done my own research on the people i’d like to meet if i have, i’ve identified them, so i’ve already done my homework, but i may not get to meet them, so i always want to be prepared. I walk in the door, right? The greeter is right there if i’ve had in any kind of conversation with that person in advance. It’s wonderful to be able to say hi, so great to meet you in person because you have done the previous i’m coming. I might not know too many people. If not, i still seek that person out just so i can introduce myself busy though i am not going to spend a lot of time, but you go over and say hello. I just wanted to introduce myself. Thank you so much. I’m looking forward to the event and then come back at the end also to say thank you. Okay, simple talk to the people that are in front of you and behind you in line when you’re checking. In because just to say hello, what brings you to the event? So at least start conversations, people usually that air standing by the food at the bar? Isn’t it true? Yeah, great places just to walk over to people because it’s all about starting the conversation of working, the impression is very collegial around the food table you’re sharing force and well, serving for their not shaking or you’re just talking, everybody gets their own eating. Forget my events in-kind events you’re running, but i don’t know that’s an idea, but we’re also we’re only sharing the serving fork, so but literally there’s a physical sharing it is sharing the table space around which you’re walking, you started cos bar you’ve got your elbows on the bar? Yeah, so you’re sharing and basically all you’re doing, especially for people who get intimidated a lot of times about events saying, oh, who do i talk? Teo this’s. Perfect, because you could just start a conversation. Hello? What brings you here? Open ended questions would always have your exit strategy, then exit strategy thing. The other thing is people who are by themselves, you know, there was always somebody standing or sitting alone and we’ve all been there, so i always will walk up to somebody and start a conversation with them. Also, if you’re in an event when i’m there, the odds are that guy standing alone is gonna be named tony martignetti looked out, we know it’s a lot of that’s great, so i actually do engage, but now that’s a very friendly thing to do because people who are standing alone, you know, they don’t know what to do with their hands have a drink in one hand, the other hand is in their pocket or ah, there, you know, feigning using their phone, which i know you’re that’s bad, i mean, definitely should be disconnected when you’re walking into an event supposed princessa you don’t really want to be distracted right in the midst of a conversation, even if even if there’s a tone going off and you ignore it, it’s still just, you know, it’s a distraction, right? It is, but but these people standing alone, they’re they’re fainting, using mail checking, you know, you can walk up to them and saying, of course, well, what’s, the worst right? And they’re not going to give you the worst know it wasn’t really that great there alone don’t who are there other categories of people that we threw? The other group is like if there’s everybody’s engaged and there’s, we’ve talked to all the other we’ve talked about then i always say, walk up to a group now, not to people, because two people could be having are having a conversation so you don’t want to interrupt, you know, want to stand there, but if it’s three or more people just walk up and i do this all day, that teo and i will stand there usually they know you’re there after a few settlements, right? And i’ll say something like, you look like the friendliest group here, i hope it’s okay, that i came over here alone and i never tried that, all right? I just weighed on my way in because naturally, the group will start, expand and allow you in people just do that. I mean it so’s but that’s a good one. This looked like the most interesting group. But then if you go to the group next to them, you can’t, you know, because then you can use another life or something. Like that or else by that time, you could bring over, say, tony, i’d like to introduce you to or do you know, the people over there with it’s walk over together? And isn’t that a key sort of seeming like the host you’re trying to take over from those who want to seem like making connections so little boy about exactly and that’s? Why i always take on that premise in my mind that i want to be the host or hostess when i walk in for myself. So i want to greet people and be open and everything, and also because i’m an introvert, i’m a learned that you are martignetti learned extra that’s well, that’s very encouraging for the twenty percent of people who who said they don’t do their research and actually related to that. I asked another question, preshow you’re at a professional conference and you’re the last person through the lunch buffet. There are two seats left, one is at a table of strangers. The other is a solo seat at a small table all by itself. Where will you sit? Eighty percent said they would sit at the table, strangers twenty percent said they would set up the solo table, so for that for that twenty percent that we’re talking to, so you’re meaning that they’d sit by themselves instead of sitting at a table of strangers, and then i set it up solo table, so there’s nobody’s going to sit with them. So so now for your for the person who’s dahna needs to be a learned, extroverted what’s your advice there because that’s that’s you i exactly, i would say, you know, you need to have your own kind a pep talk in your mind that when you walk in and say, you know what, i’m going to jump out of my comfort zone, and i’m going to sit with some other people i don’t know because what’s the purpose of going and sitting by myself, i’m there to learn and to meet and connect with people and say that to yourself. And if you ask the person next to you, you know, has this seat been taken? Obviously is open so you can just perfect opportunity to say hello to the person on your left person on your right and just daughter conversation, but just if you think about learning e-giving sharing and asking open ended, high gain types of questions to the people, then it’s not scary, then you don’t have to focus on yourself, okay? And small talk is has a place in this right? Small talk is big talk you say to the person is a seat open. Okay, now you’ve already opened the conversation, right? So that’s, the first person why is small talk big talk? Because that starts the conversation report and everything like that and just be open and observing and aware. So the person sitting next may, maybe they’re all talking to people. Eventually there’ll be a lull in the conversation. So while i’m watching, i’m observing and then i might just say to somebody, you know, i couldn’t help, but over here, would you mind if i, you know, offered a piece of advice on that or something? And a lot of times you get into that situation, i’m thinking of the sitting at the sitting in a seat table, strangers people start looking at you, whether they’re in a conversation or not, they start to recognize that you’re they’re just like when you’re in the in the bar area, you know? Milling in joining that group, people will start. Teo will start to recognize yes, but it’s also, you know, when you sit down and you’re the last person to sit down it’s like you make a presence right there by doing that, so even if they’re all talking to each other, you know, you sit for a minute or two, but then you just start the conversation they know you’re there being an extra vert can be learned it’s very much learned. I talked about that a lot, okay, you mentioned the exit exit strategy. All right, so now we’ve been in a minute conversation a little too long, andi were sort of getting back to small talk now, like now we’ve now we’ve exhausted goodcompany ation and we’re back talking about the weather and traffic what’s my for that if we’re going to follow-up i always say there’s four things to do in every conversation learn something about the other person. So you tell me your name. Tell me a little bit about you. I want to focus on you, the other person give something. So maybe something you told me. I could give you a piece of advice. You know, tony there’s an article that you might be interested with your permission, would it be okay to send it to you? And then i would always ask you, your preferred method of communication if we were going to stay in touch, so take something away, and then if we were going to stay in touch, find a reason to follow-up say, you know, you said you’re an email person, would it be okay to reach out to you the e mail in the next week or so? Maybe set up a coffee or something? And then it’s been great meeting you enjoy the rest of your time here? Or i might say, my time’s already been well spent. Thank you so much for the conversation enjoyed the rest where i might say, tony, i don’t know if you’ve met so and so and put the two of you together and then walk away, right? Andrea, i’m gonna believe you gave about thirty five tips in this time that we’ve spent together, so people will have to go back and listen to the podcast and take notes because incredible advice. We just have about a minute before we have to depart, tell me the name of a couple of your books, non stop networking had improved your life, working career, million dollar networking a sure way to find, grow and keep your business. And i’m very proud about the book that’s coming out networking for veterans, which was done in conjunction with military and it’s coming out on veterans day. And can we find all information about that at nierenberg group dot com? Right? Andrea, i’m going to take so i’ll take a look at the time because this is really very important to me. Tell me what it is that you love about the advice that you give the work that you’re doing around this subject that we’re talking about, because it’s, you know, i was an old dale carnegie instructor if anyone ever read that years ago in the book how to win friends and influence people, and it was very, very important to me because i was always very shy. When i moved to new york, i said, i’ve gotto really put myself out there and build my business and do everything i was going to, and i always hear my wonderful dad up in heaven. Saying to me, read that book and then take the course, and i became an instructor while i was a publisher during the day and that’s that’s a long time ago, because i started my business nineteen years ago. But mr carnegie’s advice is everyday common sense, and this is what networking really is. If you look at it about giving first being a resource and sharing with people and making friends building trust simple. Andrea nirenberg is president of nuremberg consulting group nierenberg group. Dot com. Andrew, thank you so much for being a guest. Thank you, been a pleasure. Stay with me, tony’s, take two, and then any sample war. It kicks off her new status as contributor. When we talk about get engaged, one and i have a feeling he’s going to a lot of overlap between andrews conversation and amy’s conversation. Stay with us. 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. The small 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. Dahna if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Welcome back to big non-profit ideas for the other ninety five percent time now for tony’s, take two. My block this week is perseverance. Last weekend, i did the tunnel to towers five k in here in new york city it’s ah, memorial event for a firefighter who ran through the brooklyn battery tunnel on his way to the burning the world trade center towers on september eleventh, two thousand one. And he was last seen at the corner of west and liberty streets that’s the last time he was seen alive. And so that’s what? The race starts on the brooklyn side of the tunnel and goes to west and liberty streets. And there was a there are a lot of wounded warriors walking that, um, that five k and one of them. I don’t know his name, but he moved me. He had lost in one of our wars, both legs and an arm, and he had those they’re called either j legs or sea legs. They’re called both the artificial limbs below his thighs and also had an artificial arm, and he was followed by someone who had is a wheelchair with them one of the very high tech wheelchairs, but he did not need it. He had it following him, but he never used it. And just watching him come through the tunnel. A zay was going past him, gave me chills and made me think about perseverance. And so in all our work lives and our personal lives as well. In honor of that very wounded warrior, i encourage you to persevere and that’s on my block, which is at tony martignetti dot com. And that is tony’s take two for friday, october fifth forty second show of the year with me now is amy sample ward as a snu status as regular social media contributor. Last time she was here was the one hundredth show in july. She is membership director for in ten the non-profit technology network and she’s a blogger for stanford social innovation review. Any sample word? Welcome back. Thank you. I didn’t know you were going to make me cry today. Oh, yeah, it was very human moving you just like long stride in. I was there with you. You know, you were painting a picture. Well, good radio is an intimate coming. I’m very glad of that. Heimans we’re talking today about getting engaged and engagement, of course, in online networks, this is all sort of setting the right kind of tone for our for our work online, right? Yeah, i’m so surprised how much andrea already stole our thunder for this conversation. I feel vastly under equipped. I’m not here with bucks and i don’t have a toolbox don’t like really great tweet oppcoll phrases i don’t have any of that, so we could just bring her back. No, you know what you’re doing very model, you know what you’re doing so let’s, apply your lessons, which overlap with hers. Teo teo online. What? We’re going to have the right kind of tone yeah are are working in the networks i think a lot of organizations, when they’re thinking about either starting profiles or getting them more active, the question they have is, well, what do we talk about what we do, what we say, you know, because they know that just re posting content from their website isn’t very engaging, but they’re also like, well, at least we have that content so that’s something, you know, they don’t know what to do, but just like what? Andrea? Had listed off at the end, you know, be the resource for the community, build trust start the conversation because maybe they’re just following twitter and they’re not saying anything. You don’t know what to say, you know that all those principles apply online and not that, like that’s all that you’re ever going to do? I mean, we’re going to keep talking about engagement for a few segments, you know, there’s more that you can do to build that up, but when you’re just starting and at first and as your default, you know, one today, make sure you are being a resource to the community post something that isn’t your own content, but, you know, is something that people are looking for or is in the news, et cetera and make introductions you don’t have to just tweet hey, everyone, follow me. Maybe one day you can also tweet hey, i’m at the sky at the conference today. Tony’s great follow him that’s about example but way understand the larger concept. Yes, well, that’s what that’s, what followed friday is all about? I don’t know if you use the hashtag ff follow friday you’re supposed to encourage your followers to follow people that you find interesting. Yeah, and i love it when i actually see organizations do it. That’s, of course that’s on twitter buy-in andi, you know, just with the pound sign and an ff and saying, you know, hear other organizations also fighting the fight with us or or whatever and showing that it’s not about them, not the only ones in this important during this important work. Here’s other great u turns out someone else cares about cancer, who knew? You know that there’s always other other organizations, and it doesn’t have to be the people you have. Ah, you know, standing partnership, mou with and it’s a real thing about jargon jail? Yes. Memo of understanding yes, first time, but not if but you know, it’s it’s, not people that you have to recommend. Yeah, but if i am a charity, why would i be if i was being devil’s advocate? Cause i do agree with what you’re saying. If i’m a charity, why am i going? Encourage my followers to follow other organizations that they might then start volunteering with go to their walk, run, start donating to them what i am going to take that chance. So that is a great segway into actual data that we can talk about. S o markgraf bitters, strength of weak ties, which is back from the seventies. But it is great and still still alive and well today from the seventies. So he identified four components of what he calls tie strength. And one of the four is reciprocity, so saying and setting the tone and showing that you are so confident and at home in this whole ecosystem of other organizations, that you’re willing to recommend other organisations, you’re willing to point out the research that someone else did. That’s actually the research maybe your community was looking for and you just don’t do that research, you know, so creating the reciprocity being the first one to do it so others no. Hey, it’s. Okay, we can actually work together in this eyes, one of those four components to actually bring the community together and strengthen it. Okay. I want to get to the others in a very brief second baguettes and live listener love teo schenectady, new york upstate new york’s connected e is that where i believe that’s? Where union colleges that was one of the colleges that rejected me nineteen eighty among it’s, it’s, a long and distinguished list of colleges that rejected me. Union college was among the my beliefs connected in new york. I’m pretty sure seoul, seoul, south korea welcome and rifle colorado. I love it. I love it. Rifle welcome live listener love out there. What are gary’s other? Wait, wait, mark. Exactly. I’m sure one of them is probably active listening good being a good active and attentive listener. Sorry, sorry. Mark so the other 3 and these still tying to some of what andrew was saying earlier trust time and intensity. So how are you building trust being transparent, showing that you have, you know, confidence in the other people, whether that’s the community saying, you know, giving you feedback and you actually saying yes, i heard you and that’s great feedback time, so not just posting at noon and then never engaging the rest of the day, you know, because it’s not you’re not going. You’re not spending much time with people, and it doesn’t mean that you have to literally have facebook open all day long and your chest watching facebook but it means once you post something, maybe check back in in two hours because if people commented, they don’t want to see it took you two days to notice that the comment, you know so doesn’t have to be ah lot amount of time, it’s just the consistent time, you know, on then last is the intensity, so don’t just reply and say thanks, thanks, you know, on twitter blogger exactly you want to actually read what they tweeted to you and then respond to the message? Okay, so thanks for that comment or, you know if someone posted on your organization’s facebook wall say, oh, that’s a great idea, here’s what i think of it or, you know, have some substance tow how you’re replying because a lot of organizations think, well, we’ll just right. Thanks. Thanks. Thanks. Every time someone retweets us and yeah, they do get the feeling of the you got it. But then they look at your twitter stream and i go. So you just say thanks no matter what you know, like you could automate that and the robots of the internet could do it for you so making it really human bon ce again. Just strengthens that connection, okay? I think another way would be if we talk about facebook clicking like all the time and giving again there. One word, you know, thanks. Whatever, but rather than just clicking like i mean, like, so good, i mean, there’s a value in like, but you don’t you don’t just stop there every time, exactly, exactly. And sometimes alike is all you can do. Sometimes someone post just thanks to you. Well, just hitting like that is great. You know what? An eye for an eye i but if someone took the time to write a thoughtful comment or to try and give you a suggestion, they want more than a thanks or or a like, you know? Okay, now you talked earlier about engagement and and i want to talk about certainly beings a little open this around engaged, posting things that are appropriate for openness and transparency on the sort of on the governance non-technical side. But they also translate to engagement on the social media side what’s your advice around some of those, like the nine, ninety and things. Yeah, i think it’s i definitely think everyone should post their nineties because at the end of the day, they are publicly available, so it isn’t that people couldn’t find it out about you putting it on your website. I mean, the number of people that would download it is still very small, but the fact that you are being transparent and forthcoming sets a much better tone. We’ve even had people at inten email us and say, oh, my gosh, i saw on this page that you’re nine, ninety is visible i think i think that was a mistake to really have your way, and we’ve had to reply and say yes, we put it there. We want you, by the way, you could have got it from the state attorney general likely our star star scott go. Exactly. Okay, so what else? What else besides the nine? Ninety? So i also think that there’s, you know, other than that one time of year when you have the nine ninety, there are lots of times that you could be sharing things openly in a way that isn’t just here. We put it up on the website. But we want you to engage with us around this like we just got a grant. And this is what we’re hoping to do with it and, you know, here’s, the plan, whatever join us on a call to talk about all that we’re going to do in this community with this new gripped, you know, it gives recognition to the funder, which, hey, what funder does not love recognition, but it also sets the tone again from the beginning that, hey, you’re, we expect you to care about what we’re doing, and we’re going to give you the opportunity to you hear about it firsthand for, you know, as we’re getting started, not a report two years later, and we want your feedback doesn’t mean you have to use every single piece of feedback, but you’re giving them a platform to connect with you from the very beginning of that of that program, the one that troubles me i see often is a list of board members that’s typical, but just a list of names here’s, our board and then he is this is president, the chair of the board, the treasure but there’s no little little bio mean, yeah, you know, i don’t want their home addresses, but give me a little richness and what? What their help me connect with your board so that i can see what makes them passionate about your work. Exactly. And i think, you know, a lot of organizations have tried to make their staff page very engaging. You know, like here is the email address for this person or here’s, the twitter account for the team or whatever. But then you go to the board page and, like you say, it’s, just a list of names, why not connect to their linked in profile or it doesn’t have to be again, yeah, doesn’t it to be there home phone number, but give it something so that you recognize it is a social space we’re working in and people could look that up linked in profile is a great idea. They’re about paige about dot com something exactly some depth. Okay, um, let’s, take a break, and when we come back, of course, amy sample ward stays with me, and i hope you do, too. Talking. Hi, this is nancy taito from speaks band radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potential jules it addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y monty taylor dot com how’s your game want to improve your performance, focus and motivation? 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, buy-in. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. We’re talking about online engagement with segments called get engaged one because there’s going to be and get engaged too, and maybe get engaged three with new social media contributor amy sample ward. You want to create a tone that is open and encouraging to how do we how do we encourage people to post and comment? Well, a lot of organizations, i think, struggle with that because they are waiting for it to happen magically, like this engagement fairy is going to go about their community, and then everyone is just going to give them lots of ideas. So part of it is, you know, asking questions versus just posting here is thie information, you know? What do you think about it or we’re thinking about doing, you know, every friday we have ah, staff brainstorm, what do you do on fridays? You know, things that don’t require you to go research something to come back with a response, you know, that starts to build ah, little bit of engagement over time, and then people just get used to talking with you in that space, but the other part of it that’s a little bit more proactive is actually listening to the community, see? See who else is out there that maybe follows you that every time they post a question, everybody starts replying, you know? And and just an influencer exactly. And using the word influencer jargon jail whenever it’s called lawrence was perfectly fund-raising jail. So but there are rules. There are boundaries and rules on this show. Only i put people in jogging owes your first time. I think we’re changing the rules. We’re gonna have trouble all right? Down, sir. And influence or influences? Yes, but i think that that word has gotten overused by, like, you know, just by certain platforms that are supposed to just magically calculate, you know, what’s your influence of influence school and all of those things. And people forget that it’s totally contextual. You may have someone that has five followers, but every time they post every one of those five followers responds, and someone could have five thousand followers and that a single person did anything you know. So just because that person has, quote unquote more clout because so many more people follow them and yeah, exactly. And they’re connected to so many other people that have lots of followers, that person that gets everyone of their followers to take action every time. Well, they have way more influence in my book, you know? So don’t just look people up, and then look how many twitter followers they haven’t think, oh, great, they’re on our influence or less, but really look at who’s, who tweeted your blah glink that got everyone to click through, you know who posted about you on facebook and had all their friends like it, et cetera, and then connect with those people personally, like send them an email or, you know, facebook, messenger or whatever and say, we know that you’re amazing, the community listens to you, you know, you’re you’re so smart, whatever pump them up on, then say we’re wondering if maybe you wanted to give some of your insights about this project we’re doing, and for the next two days, you know, you could post about it and and will put put it on our facebook page or you can tweet for us from this event we’re doing tonight. So they’re tweeting from your organizational account and from their own, and so all of those people that normally respond. Are now responding to the organization’s account, you know, so it builds their credibility as well. I’m i’m so smart and recognize that, you know, i’ve been tapped for this, but you get a steal a little bit of that is an organization, you know, i’m going to guess you don’t think much of the there is a there is a site that i mentioned a cloud with a k k o ut where once in a while, you know, you get something you got somebody give you plus one crate chaos on for professionalism or something. I’m going to guess you don’t think too much of people’s klout scores, i do not write, okay? Because i don’t i don’t think it takes into consideration the context, you know, like i was saying it it’s such a rudimentary kind of algorithm, and you go in there and i’ll be ranked with someone that i’ve never heard of with the same score on the same topic, and i think, well, either my score now is really low cause i don’t know that person or it’s totally inflated, and we’ve never met, you know? And so what? It just doesn’t make sense. Okay, especially when you can earn points by bringing people into the platform. I don’t think that algorithm works. All right, why don’t you leave us? We with a parting thought about engagement, something way haven’t talked about yet, i how about a challenge? And then we can talk about that in the next segment, so i would say for the next month, try to ask some questions and then next time we can talk about what you do after that what’s, the next step up the ladder, now that you’re asking questions scene, if people are responding, what kinds of questions do they answer their questions? That is just crickets, you know, eso try and pay attention to what about the question, you know, is different for the ones that are responding, and once that don’t get response and the next time we’ll talk about the action part. Okay, exactly next time, which will be get engaged to will be the call to action. Exactly. Amy sample ward, our social media scientist blogger for the stanford social innovation innovation review membership director for intend the non-profit technology network and her sight is aimee mann sample war dot org’s or dot com they both direct. Okay, amy, sample ward dot ford and you forgot one important title, which is the new est jargon jail keeper? No, i didn’t forget that was actually intentionally left that we’re gonna have trouble with boundaries. You’ve just created such an open, collaborative environment. There are limits, teo. Everything you’re going to learn this. Ok, thank you very much for being in studio a real pleasure and my thanks. Also, of course, to andrea nirenberg next week, your year end campaign. I was a blackbaud its conference b b con on monday, just this past in washington, d c and next week i’ll play the first of eight interviews that i did at that conference. This one will help you plan your year end campaign, and this is not a coincidence to see how now we’re in the fourth quarter. It’s october year end. You see this? This doesn’t just happen. These things have actually thought about strategically. Our legal team returns also next week. Gene takagi and emily chan from the non-profit exempt organizations law group in san francisco. What will they have? If you join the linked in group, you’ll know before the show because i don’t know yet and the linked in group, of course we have people from washington, d, c, peoria, illinois, and south carolina and pakistan. Are you in angie nierenberg when she departed actually told me oftheir that she’s going to posts a resource checklist on the linked in group and also the facebook page? So go to the lincoln group to find that i have my chronicle of philanthropy podcast called fund-raising fundamentals it’s a ten minute monthly podcast you’ll find on the chronicle of philanthropy website. You’ll also find it on itunes, wishing you good luck the way performers do around the world this week in estonian nail comey niall comey, may you get a nail in your tire i don’t know why the estonians want that it’s better than the other things i can think of. But just across the baltic from stock home is estonia, and on behalf of them, i’m wishing you a week of nail gumi our creative producers claire meyerhoff sam liebowitz, our line producer. The show’s social media is by regina walton of organic social media, and there are boat producer of tony martignetti non-profit radio is john federico of the new rules. I do hope you’ll be with me next week. One to two p, m eastern. Talking alternative dot com handup. I didn’t think that shooting. Good ending thing. You’re listening to the talking alternative network waiting to get in. Nothing. You could. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping huntress people be better business people. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas. And mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Talking.

104: Working With Your Small Organization Board & See The Right CRM System – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Terry Billie, assistant director of advancement at the Hudson River Museum

Wendy Nadel, executive director of Yonkers Partners in Education

Lisa Robb, executive director of the New York State Council on the Arts

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

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

View Full Transcript
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Durney hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. I’m excited to be back in the studio. It’s been a couple of weeks. Oh, do i hope you were with me last week? Of course i do. I’d be devastated to hear that you had missed last week’s show it was audit week, you’re hr audit. Karen bradunas is a human resources consultant. There may be things hiding in your hr closet that you need to bring out and dust off to avoid problems later on, we talked about your benefits plan immigration, paperwork and that’s not only for immigrant laborers and what to do if you get audited by federal or state regulators and your social media audit, scott koegler continued our discussion from the one hundred show on sites that help you assess how you’re doing in social media. Hoot suite marketsmart radiant six on a couple of others scott is the editor of non-profit technology news on our regular tech contributor this week, working with your small organization board what’s special about working with small shop boards we’ll talk about setting expectations recruiting, training fund-raising and assessing your boards capabilities my guests from fund-raising day this past june are terry billy from the hudson river museum, wendy no adele from yonkers, partners in education and lisa rob, executive director of the new york council on the arts also today, see the smart cr m system, constituent relationship management you’ve got constituents, employees, donors, volunteers, vendors, clients how do you manage your relationships with them and what’s the impact on your prospect management? Maria simple will be with me, she’s, the prospect finder and our prospect research contributor between the guests on tony’s take to my block this week charity corporatization reduction three i’ve talked about this before the blurring of the line between corporations and charities. I’ve got a couple of new data points they’re on my block and i’ll talk about them on tony’s, take two use non-profit radio the hashtag to join the conversation on twitter hashtag non-profit radio right now we take a break and when we return all intro my pre recorded interview from fund-raising day on working with your small organization board, stay with us e-giving didn’t think dick tooting good ending things you’re listening to the talking alternative network. Getting anything. Dahna cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show, new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday starting soon. Number ten, ten a m on talking alternative dot com. You’re listening to the talking alternative network. Dahna hi there, and welcome back. I want to send some live listener love got listeners newport, north carolina. I miss you, north carolina. I own a home there, and i haven’t been there in a few months, but i’ll be going back next month. Missing north carolina st louis, missouri live listener love out to st louis right now. We have pre recorded interview from fund-raising day here in new york city this past june on working with your small organization board. Welcome to tony martignetti non-profit radio coverage of fund-raising day conference two thousand twelve in new york city were in midtown manhattan at the marriott marquis hotel on the subject we’re talking about right now is working with your board. My guests are terry billy, assistant director of advancement at the hudson river museum. Wendy adele, executive director of yonkers partners in education, and lisa rob, executive director, the new york council on the arts ladies welcome. Thank you. Thank you. You have all three of you and thank you for taking time on a busy conference day right before lunch on we’re going to get youto lunch. Don’t worry, you won’t be late for lunch. Your subject is working with, uh, boards of small organizations. Lisa, why are boards of small organizations different than boards of larger organizations? Well, normally boards at large organizations that do a fair amount of fund-raising it’s a given and planning and very kind of instrumental involvement with the board, but less so on a volunteer basis or operational basis. Smaller organizations tend to have closer relationships to boards in terms of really what they’re doing for you and it’s also more difficult for them than at large organizations to get some of those things done. So you sometimes encounter at a good small, a good board in a small organization, tremendous work ethics and tremendous alignment with the mission because it is more of a struggle to get to some of the resource is that the larger organization board sort of inherently have. Wendy, why don’t you just set some context? Explain what youngers, partners and education is about what’s your work. We are a public education fund that supports the yonkers public school district for an independent organization that works to increase the number of students in yonkers who graduate from high school and completed postsecondary program. Okay, and now terry what’s, the specific mission of the hudson river museum, the hudson river museum is a history, science and art museum, providing opportunities to brought in the artistic and cultural experiences for people in the hudson river region. Okay, lisa wanted to explain what your work is with counsel in the arts. I’m the new york state counts on the arts is an agency of new york state government, and we work for the governor and receive our money through the budget. Process from the budget enacted every year by the governor and legislature. And we distribute thirty five million dollars of public funds to about fifteen hundred organizations, of which eighty percent have budgets of under seven hundred thousand small organizations. Tony let’s, dispel a myth that you have to be with just a few minutes ago. Boards of small organizations are not necessarily small board know they can range anywhere from thirty five to seventeen or fifteen, usually not less than that. And do we find the same type of diversity on a small organization board that will find in a larger organization board? Yes and no. Sometimes you may have a larger organization may have more corporate people that have connections to larger, mainstream corporations. Then you may have some people that have more connections to private foundations community board sent have a lot more community leaders, people who are connected politically, people who have businesses in the area on dh. Then, of course, you do have people that live in the area that may work for a corporation in a, you know, another capacity. And you also may have some folks that are government based. Okay, so you’ll have that local commitment, as lisa was describing, right? You have a little bit more local commitment. You’re your group may live in the area where your organization is, where a larger organization your your trustees may live elsewhere, right? So so so why don’t we stay with that, terry? What? How can we leverage that? That local nature of the board? Well, you’re trying to first off people become members of your board because they’re interested in what you do, and they want to help it serve your community, the community that they live in. So the urge to be part of something bigger than they are is one of the things that you want to work on. And so then you just need to work and find out what their capacities are, who their contacts are and see whether where their strengths are, too. Have them help you. Okay, twenty let’s start with sort of the chronology of board members life cycle, uh, recruitment. What? What are the challenges and that a small organization faces in recruiting successful boardmember we liked it really? Just talk from how we do it in my organization, but we typically try to identify specific areas of need that we have on our board and some of the gaps of skillsets connections, how people are connected on and we try teo, identify people who can fill those gaps on the board. Sure, and typically, the way we recruit them is through personal relationships. Typically somebody on our board might know of somebody or i might have met somebody, or in some cases, people have even approached us with an interest in the work that we d’oh. And now, since you are a local organization, you’re drawing from a smaller pool of potential talent. That’s correct, but you have the advantage of it being local and again, the commitment that at least talked about that’s. Correct? Okay, okay. Back-up lisa, special challenges of other special challenges around recruitment of boards for small charities that we should talk about. Well, i think one of the things we talked about in our workshop earlier, wass the wendy spoke to it. Well, that sort of a lining, the at a small local level. You may you want to make sure you know really what you want their role to be because they really is a commitment level. And interest level that is often not there. In the larger organizations. People may actually want to do tacit work for you. They may want to make real connections in real time for you, it’s, really not a so, you know, they’re not doing it for source social reasons. So i think, a lining that, you know, the individual in what they want to contribute, and then what the organization needs is even more interesting with smaller organizations. Because there’s more opportunity, i think, to really work with the boards one on one with real goals, that they want it, you know, complete with you, because you’re a small organization, you can actually do that. The goal isn’t a, you know, twenty five million dollars capital campaign, it’s a. You know of of two hundred fifty thousand dollars scholarship campaign, where numbers that become more achievable. So i think that is a challenge. Talking alternative radio twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. 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The people of creation nation listened to norah simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’ve had a guest on not too long ago. Melanie schnoll begun. Her work is with very ultra high net worth clients in the bank. I apologize. Either j p morgan or morgan stanley. Apologies, melanie. But her her one of the point that she made was that very wealthy people shouldn’t be ignored by small organizations. Potential boardmember because it could be bigger. They could be bigger players on a smaller board, of course. Plus you want their expertise, but they could be very interested in a small charity. Good when we actually have a few board members who have been on major major boards, like in new york city. Um who i think have a more gratifying experience. Kind of working on the more local level, rolling up their sleeves, having a direct impact on a cause rather than sitting on a fancy board and going tio three or four meetings a year and about feeling expected to write a check and doing nothing. So i think, that’s, that that’s really the just the distinction, right? Same thing here. My organization has a wide variety of folks in both wealthy and not so wealthy. But people who were really involved and and the smaller organization that’s that’s the reason why they become a member of the of the of the board is to get involved because they have a passion. So, terry, since fund-raising is so important for board members, how do we set the appropriate level of e-giving four boards at small organizations what’s your place there? Some places just give one level of giving for everyone saying, okay, everyone needs to give five thousand dollars or three thousand dollars or ten thousand dollars or whatever it is, but it has to relate to the size of the board’s budget. So for example, my organization does not have a specific geever get, but we expect everyone to participate in the annual fund everyone to give to the gala in some way, shape or form and everyone to give an additional gift of some sort. So you may have some folks that can give twenty five thousand dollars to the gala and then ten thousand to the annual fund and then an additional gift from their private foundation and then other people will, through their company or through there, and a combination of company and the personal money. Give five thousand to the gala, you know, one thousand to the annual fund and, you know, some other money, so it has to be a willingness to accept so it’s a willingness to accept what they khun dio right? Because it’s their capacity so it’s about having a conversation with the boardmember when they’re coming on to understand, to have them understand that there is a responsibility to see support the organization, and then to talk about what level that they’re comfortable giving it. So is that how you assess their capacity? And you’re just really you need to have a conversation what they’re comfortable with, right? Well, i mean, you’ve done the research, you’ve done the research before you brought him in as a trustee to kind of know what they’re pass it e issue done the the prospect research to say, ok, well, this person, you know, has given here there and what have you so you kind of have an idea of what they’re financial level is so then it’s a matter of having a careful conversation with them too say, you know, what is it that you feel comfortable with? And it is, of course. It’s important to set those expectations at the recruitment stage, right. Exactly together. Normally written down. I mean, this is not it’s not uncommon to have written documents that say your contribution will be two hundred fifty dollars. You know that that’s? Not an uncommon. Okay, where you’ll be expected to go to an event or you’ll be expected to cultivate whatever. It’s not uncommon to have those things even written down. It’s. Not like these air secret or uncomfortable conversations. You know, they’re just that’s just part of the business relationship. Most bored people understand they will be a set of contributions they have to make some of which include financial time. Whatever would you would you go so far as to recommend that they be a document that the boardmember signs? Yes. In most cases, there is a is a a a a board agreement. Okay, because liability means you normal. Ok, wendy, partners in education, we don’t have a written agreement, but we haven’t explicit verbal commitment that in most cases has been honored without a problem. Okay, it is not in a contract. All right. How about communications with with a small organization board is that? Is it any i’m guessing easier because most of the people are local? Terry, go ahead. Well, we my ceo communicates with the board on a regular basis. Individually, we have meetings every month, so every other, every was every other know every other month is an executive board meeting. And every other month on the other side is our full board meeting. And then we do not have a board meeting in august. So there’s that then there’s also committee. So we have committees, there’s, a finance committee and development committee, a program committee and nomine nominating committee. And so they usually meet every other month or every two months, three months or something like that. And then we all like i communicate with staff with the board members that i’m working with for a specific project or the, you know, different staff would work directly with the boardmember so it’s, more informal words again, a larger organization with larger, more high level board members, you may not have as much communication access access to them and communication through all your staff with them. It may just be a point to point from your ceo to the board or maybe your ceo, your cfo and your development person, the only people that talk to your board when they were going to say something on communicating for us. I’ve really have kind of individual relationships that the board members. And for the most part, i’d say seventy five percent of them. I have. I’m in communication with on a very regular basis, and you’re the executive director. S, right. Ok, which is, i guess. They’re more accessible to the charity. Also, the board members make themselves more accessible than a larger organization might find. Well, i find ways email, and i mean, i think communication is really easy, you know, whether wherever you live, you could just shoot and email and get a response, but because the board’s pretty active everybody’s working on something so there’s always i mean, it’s not the communication is not for the purpose. So much of updating as it is to kind of do the work, and we work together as you know, collaboratively on you, no specific issues and projects that puts me into direct communication with the board members on a fairly regular basis. So what about switching topics? Labbate hyre assessing the capacity of your board in different capability, different areas, maybe it’s fund-raising maybe it’s love assessing whether you have gaps in expertise? What what’s important? I think, wendy, we’ve all talked about nominating committee’s and what we do, we’re in all the organizations i’ve worked for is the nominating committee is one of the most important committees on any board or the nominating people, and we we do it very almost like database oriented. You know, here the five or six strands of talent that we need, you know, social talent, business, talent, political talent, you know what, marketing, whatever it is, you know, here’s the slots where that is filled now, here’s, what? We’re going to have gaps, we spend a lot of time looking at the term limits, and when people are coming up for renewal too, you know, because gaps will then because you really want to call today, you know, minimally, a year in advance, you want to start your cultivation efforts because you make no assumptions and and also things come up for people, you know, they were interested last year, but this year someone is ill in their family, they’ve gotten a promotion, they’re moving, etcetera, so the nominating committee is very important and to be very strategic about on the goals. I mean, you could have a goal that you have celebrities that’s fine, but, you know, you have to just make sure it’s all you’ve gotten what’s it called a pipeline, you know? So you’re constantly putting names into that pipeline, and your board is very active in that process. Well, they are on their on the nominee they are, the nominating committee rarely includes people from staff in anything other than, like a, you know, did that’s really very much the work of a board there also engaging the full board. Oh, christ, as they identify needs. Oh, you know that it’s talked about usually nominating and issues of bored recruitment are are usually part of certain board meetings. You know, it’ll come up as an agenda item and then there’s the nominating committee, which has, like, you were saying this most of the time, i talked to our board members when i was at pelham art center because they were working board. Wendy so a lot of the communication had to do a task oriented project management, things you were doing together, military. Anything you want to know about assessing the capacity of the board. Okay, what about board training? Any any differences in when a new boardmember comes on any differences that you’ve identified you, emmanuelle for smaller organizations that okay, please go ahead. We have aboard manual that we’ve been evolving our organization’s not quite five years old yet sweeping, evolving that and new board members that come on, get an orientation. They are given emmanuel. And each year we, you know, have ah, two three hour orientation for our new members and that’s how we train them. And there is no big formal training program but it’s more of an orientation to the organization. Ok? And most of them have been to something that we, you know, most of them know us and not where they joined the board. Someone in the other workshop had an interesting idea. She spoke about on their board. They actually had, like, a, you know, in high school or college, the key club where you came in new and someone was aligned to you. They had a senior boardmember each new boardmember that came on, there was a relationship. They were the mentor to that new boardmember i thought that was a really good idea. I thought that was a great idea. What we do is we have a retreat every year once a year. It’s ah, saturday afternoon. And so we are doing both role playing or discussions talking about topics that are of interest, reviewing our strategic plan. So last year at our board retreat, we went through some role playing in how tio make an ask good. Okay, excellent. That kind of leads me to something interesting. I think i hope hyre what about board members who aren’t comfortable asking directly, but maybe can be engaged in other activities around fund-raising why did you continue, terry? Well, some people are very they they feel uncomfortable asking their friends, their family or going to to even business colleagues to set up a meeting for something. Um, and so you need to find different ways for them to to support whether they can host a party of their friends at their home. We’ve done that. Where then you have your museum staff and their friends. They’re so the museum staff could do the cultivation because we’re that’s what we do. S o or you can have them come with you on a site, is it with a funder or a lunch? And they just need to be the intro person and the ask and the program description and all of that comes from the staff people, so they are observing their participating in some way, but they’re also they’re shadowing. They’re learning through it by going through this, you know, site visit or you? Know, observing the ask at a cocktail party or what have you do you find that they become the ones who are reluctant in the beginning? Tio actually ask become more comfortable. Have you seen that? Well, a little bit, yeah, i mean that’s the goal and sometimes it may take a little longer depends on everyone’s personalities different and some people are more comfortable in the limelight and others are not. So you have to kind of work with what they’re willing to do, what their comfort level is and you can’t force someone into something that i want dio that will be a disaster. Forget wendy’s. I don’t think i think something terry set is is really key, and that is, you know, in addition to asking people for money equally is important is is just opening up doors, making introductions and that’s i mean, even for people that don’t like to ask for money making introductions is really important because, you know, particularly if you really believe in the mission of the organization, the organization khun sell itself that’s themselves, that pipeline that lisa mention constantly introducing new people. I know we have a boardmember and you know, one of things i like to do is just kind of focus when i have my board members do. And we have one boardmember who has some really key foundation contacts and his what i asked him to do every years you get me into two foundations and that’s it that’s it that’s your job and that’s huge. That could be hundreds of thousands of dollars. So anything you want and what i do think that friendraising and fund-raising are all part of that same resource development. And as long as you can make sure there’s enough prongs and what you think of resource development there’s no, boardmember that can’t help you if we have to leave it there, ladies. Thank you very much, wendy. Tell you. Thank you. Lisa. Rob is executive director of the new york council on the arts. Wendy liddell. Adele is executive director of yonkers partners and education. And terry billy is assistant director for advancement at the hudson river museum. Ladies, thank you very much. Thank you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in midtown manhattan. My thanks to the three ladies. Some live listener love out tio st louis, missouri, hello, jersey city, new jersey. Welcome back. My dad was born there, i told you, used to live on mcadoo of reston, virginia. Hello, live listener love, and then we go further east vietnam. Welcome. I wish i knew the city. I’m sorry, our software doesn’t tell us what city. Right now we take a break, and when we returned tony’s, take two, and then maria simple will join me to see the smart cr m system. So i hope you stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Oppcoll i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That live listener loved that i sent to vietnam is joined by love going out to korea, and if you’re listening, if in a foreign country i’d love for you. Teo, tell us what city you’re in because our software doesn’t tell us so you could tell me on the linked in group or the facebook page or tweet me. Let me know what cities you’re in vietnam and korea tony’s take to roughly thirty two minutes into the hour. My block this week is charity corporatization re ducks three i’ve blocked this before, as you can tell from the title, and i’m still concerned about blurring lines between charities and corporations. More cities, for instance, are collecting what they call pilots payments in lieu of taxes from charities or they’re considering getting these payments from charities pittsburgh in memphis for most recently and there’s in my block there’s a link to a chronicle of philanthropy article talks about pittsburgh and memphis and a number of other cities that are either collecting those or looking at it. Also, we have corporations starting to look like charity’s, taking some in some of those charity attributes there’s the b corp in california. That’s ah, a form of organisation be corp. For an organization that gives some public benefit as well as having a profit motive. And in a lot of states there are low profit, limited liability corporations also called l three c’s on dh does i put this together with some other data points and just concerns me that the charity start to look like corporations and start getting treated like corporations in terms of those taxes. On that corporations start to look like charities. It’s on my block. The name of the post is charity corporatization re ducks three. My block is tony martignetti dot com. And that is tony’s take two for friday, the tenth of august thirty fourth show of the year. Joining me now, as she does once a month, is maria simple. Maria is the prospect finder she’s, an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor prospects now with an exclamation mark at the end. And she is at maria simple a si m pl e on twitter. Maria, welcome back. Hi there, tony. How are you today? I’m terrific. Very well, good to have you back. Thank you. We’re talking today about c r m constituent relationship management. Why is this important? Well, you know, it’s very important for non-profits to track relationships that they have especially fund-raising purposes, in my opinion, you know, i’m talking more about fund-raising side there as a prospect researcher that you want to be able to see, you know, where our people interconnected you want to be ableto have a certain data point certainly noted in a system that’s going to be able to capture the relevant points of information that are important for your organization and a broader cr m really goes beyond even the donor database. It would be able to track relationships that you have with volunteers with perhaps people that are coming in, uh, to use your organization’s services on a daily basis so it can give you a really broad picture. And, you know, i any any time you can have any type of a tool that shows sort of relationship management for a mapping tool, you know, i’m all for that, okay? And you and i have talked about too, that prospects don’t only come from donors and fund-raising quote fund-raising prospects. But could be employees or vendor’s vendors to the organization or consultants. Right? Right, right. So these are all the types of relationships that you can manage in a system, you know, ideally, you know, a picture scenario where you are a ah non-profit executive at a small commit sides non-profit and you get a phone call and somebody says, you know, hi, this is, you know, tony martignetti i’m looking to talk to you a little bit more and expand on our last conversation. If it’s me calling, you probably should hang up, but it’s using some other example? Yes. You know, you would want to be able to instantly trying to recall well, gee, what? Tony and i last talk about what were the talking points? You know what? What was his area of interest? Right? So ideally, if you’re, you know, at your computer, will you be able to just, you know, put tony’s name in there and pull up some sort of a data sheet on tony said that you’d be able to track what what were our last conversations? And, of course, you know, this is really important. There’s a lot of turnover right at non-profits so, you know, you want to be able to have that that that long term relationship tracked a donor doesn’t care, right? They don’t care that there’s while they developed relationships with key personnel at the non-profit but in terms of the overall longevity and their commitment to that non-profit organization, whomever that executive director development director is, um, he’s probably not as important as the overarching mission and trying to make sure that that there’s that continuity that people will continue to understand what that donor’s intent is what donors specific interest are. Yeah, it becomes quite embarrassing to say, you know, someone who’s new in the position, you know? I don’t i don’t really know what what conversations were before me, you know, it all just needs to be documented. You’re right for the institutional knowledge and continuity, yeah, absolutely, really critical and donorsearch budget organizations are really just using some sort of a spreadsheet right now to manage this, you know, there are systems out there that are fabulous, and they really range in price. Do you want me to talk about a particular guide that can that can help them kind of identify this. And i can actually put some information on on your paige is well about it. Yeah, in just a moment. Let me just get to one of the survey questions that we had about what? What systems people are using now to manage constituent data. Fifty percent of using razor’s edge. And about seventeen percent are using donor perfect and about a third of using other other software systems. But nobody said one of the choices was it’s on paper or in our heads. And so, thankfully, nobody nobody said that. And nobody said excel spreadsheets. Good thing. So all right, so people are past the index cards, at least. Listeners. Well, this is sophisticated audience, so you’re not going to get your average executive director ceo fundraiser listening to this is a sophisticated show, so the sample is skewed. So we’ll presume that there are some who would say it’s on paper in our heads, but they’re not our listeners. They could be were welcomed them, because then after today’s show, they could choose a different answer. Find value. This’s a that’s. Right? Of course. S oh, please. Why don’t you, uh you have an idea if we had just a couple minutes before break, you have ah, a place where people can sort of compare software, is that what you have? Yeah, absolutely. June twenty eleven idealware dot org’s, uh, terrific website for all types of things having to do with technologies for non-profits they came out with a free downloadable guide that’s called the consumer’s guide to low cost donor-centric and they reviewed lots of systems, and then they go into in depth and review sort of their top ten systems and across all kinds of different, uh, data points, you know, they’re reviewing them, of course, for price. And by the way, all assistance they reviewed technically felling under the four thousand dollars range. Okay, so these are not going to be like razors edge is not going to included, right? Razor’s edge is a very high entry cost. Yeah, so i thought, well, with, you know, your your listener audience of the smaller to midsize non-profit that some of their recommendations might actually fit very well for the non-profits they’re looking at, you know, how well can you manage the donor information? The reporting, tracking events, some of the systems khun do that? Well, yeah, because event event attendees that’s another constituency, right? That’s, right? They might attend an event, but they’re not. They’re not donors in the strict out of pocket sense without any other, any participation. So event attendees another important constituency that’s, right? And they are also some of the systems will do male merging very well. Others are not as great at it. Email. How well can the system email out or play? Well with an outside system, for example, i know that there are certain databases that played very well with donorsearch software, like tapestry in constant contact or constant contact in sales force. Dot com they are two systems that integrate very well together. So integration actually is another data point that they looked at. So, you know, i recommend everybody take a look at that particular guide because it’s free it’s downloadable um and idealware is actually having ah, replay on their webinar that they have on that particular topic as well. And i happen to have received an email. Just tweak that they’re having a sale on their recorded webinars. So for this month, only august it appears that they are nine dollars to download the past recorded webinar. Okay, but and the the survey sounds like sort of a consumer reports of of c r e m now does idealware this is important to know his idealware create today of their own software package or now that they’re not in that business there just a value. They’re reviewing it, right? They will value you don’t. Okay, so we’ll put the idealware dot com. But what? What we put oh, dot org’s. Thank you. But why don’t we put the link to the this document? Go on the facebook page and in the linked in group? Sure, i can do that. Okay. Thank you, maria. You’re always very good. And maria is maria doesn’t only say she’s going to do it actually doesn’t. So the show ends at two p m eastern. I would expect now putting round spot. No, but i’ll just say very quickly. Maria will have the stuff up. I’ll just leave it there. She always does. You always. You always have been. Um okay. What? You had a conversation with a ceo of, of of of a newer, newer offering in this field right recently? Well, actually. That’s what prompted me to kind of take a look at their whole cr m area? There’s there’s a very new, interesting software out there. And it’s called unify o you and i f y o dot com. And by the way, it works best on google chrome. So i know that was one of the questions that i made sure that we are listeners answering on since you’re right, but since you just mentioned it, let sze get that question out. It was which internet browser or using it work fifty percent explorer. Fifty percent are chrome, and then a handful of people, i guess, have to and the about a third of those said fire fox so a third of the yeah, about a third of the half what the hell am i talking? About? Fifty percent said explorer, fifty percent said chrome and about seventeen percent said firefox. So obviously summer using multiple systems. That’s what i was trying to convey in the past minute and a half. Okay, so way. Just have a minute before break. So say a little bit more and then we’ll come back. Okay? Sure. So what it is is a technically they call it a browser extension, and if you go to their website, they have a really cool little video. And i can post, uh, on your page is, well, a link to a specific video that talks about how confused for prospect research and that’s what really caught my attention, but basically what they say is that it bridges the gap between you and your c r m so and we’ll give you a little bit more information on that. But it really completes your customer profiles toe all of your cloud applications, so it integrates with several systems already sales force dot com high rise, which is another cr m system that i’m actually not as familiar with, um, and so, since sales force dotcom does have a non-profit maria, we have to take a break hold. That thought you were just saying, since salesforce dot com does have a non-profit when we return, we’ll let you finish that sentence. Stay with us. 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. 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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. Altum welcome back, maria. Simple it’s. Your turn. Teo, finish that sentence on thing about sales force dot com they do have a non-profit related cr m so eyes that free budges. Do you know if that’s free? I believe it is. Yeah, i have. Yes, i was approached, i think. But it wasn’t recently by a salesforce dot com representative. I think it is free. The dover street version for charities. Yeah, i believe it is so what’s kind of cool about it is, you know, it had caught my attention was the fact that if i’m assuming now that the sales force dot com tool that non-profits air using would indeed integrate with unify oh, so if we’ve got any sales forthe users out there, i’d love some feedback. You know, through my page or tony’s page to see if it’s working well for you, but basically once you load this unify o icon up into your tool bar so let’s say then you are looking at somebody’s profile in sales force dot com you can click on the little unify. Oh, uh, icon and it will show you other other interactions that have happened with that person, so if that person has been tweeting about your organization or any email communications that have happened, you can manually put in specific notes about a person, so i’m thinking for a really small to midsize non-profit this could be a very interesting solution. Now, this is brand new. Tony okay, yeah, this is brand new, this is you launched may twenty twelve um, i had an opportunity to skype twice with the ceo of this company in recent weeks so i could get a better handle on understanding it and they love feedback. So, maria, it sze pulling in the whole web when you when you identify somebody that you’re you’re interested in? Yeah, well, it integrates best with certain platforms, but yeah, i mean, if you’re browsing and google chrome, so i was right, it has to be it only works in google chrome so far right far only google chrome, but they are looking to develop it for the other platforms as well. And, you know, i just think, it’s something really need to take a look at if if any of our listeners have an opportunity to do so and provide some feedback, they hadn’t created this. For the not non-profit sector originally, so to know that there could be this applique ability because you can have teams of people so let’s say you’ve got the executive director, the development director, maybe a program director and maybe a couple of board members be considered a team. All this data can be shared. So if you and i are on a team, tony and i want to try and figure out what? When were the last communications, it would pull an information about your last email communications okay, and are you testing this unify? Oh, maria, you know, i’ve been playing around with it a little bit, but i don’t have sales force dot com loaded here so that’s, why? I’d love to know somebody who does have it to see how that how, how that could integrate but it pulled in lengthen dad a twitter feed and i think it’s gonna have a lot of applicability it’s free right now, and it won’t stay free forever, so there will be a fee attached to this at some point. But i’ve been told by the ceo they’re going to keep it very affordable for the nonprofit sector. More broadly, when you’re looking at your your cr m software it’s important to know what, what your goals are from your from your system. Yeah, yeah, absolutely, you know, is it’s a system that is only going to be turning out donorsearch ports is this system, as i mentioned earlier, that might have to do mail merges and email marketing? Um, is this a system that is going to be able to help you track, um, interactions, right with those air critical for prospect freak prospect research? Oh, absolutely, absolutely. I mean, you think about all the points on the continuum on the development cycle. So you’ve got the prospect identification and research think about how will it play into cultivation? Solicitation the thank you, the follow-up and the stewardship i c c r m being invaluable not only for me, it’s, a prospect researcher, but certainly in stewarding donor forward. So it should have really flexibility to be able to provide additional notes. I love cloud based systems personally and don’t put me in george in jail. Now, i think the audience knows club. I think scott and i have talked about cloudgood other other other guests have, okay? I think people should know the cloud by now, i’m clear to talk. Wait, we just have about a minute and a half, though. Okay? So any cloud based system, for example, will enable any board members that you give access to the system, say they are very active and cultivating and solicited, soliciting people and meeting with people outside the office. Then they can certainly go ahead and type in notes about those particular meetings. And that again for that continuity is very, very important. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now. And her website is the prospect finder dot com maria. Such a pleasure. Thanks very much. Thanks. Always tony on dh something occurred to me as i was talking to maria, you know, wanna make sure that i’m not sounding hypocritical because i blogged and talked about on tony’s take two. My concern about charities being too much like corporations. And now here we are talking about with marie about salesforce, dot com and unify. Oh, a system that wasn’t developed for charities was developed for companies. I do think there are good practices, great practices. In the in the for-profit corporation sector that charity’s can learn from and vice versa. I think corporations could soften themselves in some ways and learn a lot from charities. It’s the it’s, the so learning from each other, that’s to me, that’s distinct from starting to, um b organized by be regulated by by the other by state and federal overseers as one that you’re really not as as as b corp to start to look like r l three sees the limit for-profit limited liability corporations, i think start toe look at so that’s the start to look like charities that’s the distinction for me between what maria and i were talking about when i blogged about this week my thanks, tio terry, billy, wendy nadella, lisa, rob, of course, and the organizer’s of fund-raising day twenty twelve as well as maria next week grow your grassroots. Michael o’brien is a consultant and a grassroots organizer. Why this might be good for your organization and how do you get started? We’re talking about bringing new people to your cause and how to keep them excited about your work through the grassroots. Also, scott koegler returns. He’s the editor of non-profit technology news in our tech contributor you know i’m gonna be talking about devices, laptops, desktops, mobile we’re all over. Social networks checked out are linked in group facebook page maria will have the resource is up there? Follow me on twitter and use our hashtag non-profit radio. Also, i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals. If you like this show, you might like fund-raising fundamentals it’s on itunes, it’s, a ten minute monthly podcast devoted to fund-raising continuing to wish you good luck in the way that performers do around the world. I want to keep this up because it’s fun and and i can do whatever i want on this so house with buy-in bruv house won’t buy-in bro that’s german for break your neck and your leg like we would say in the u s break a leg. Germans want you to go further because they have a large orthopaedic surgeon constituency, so they weren’t broken necks and legs and my thanks to janice taylor for these language lessons and contributions. Do you have one away that foreigners greet performers that are just about to go on stage and what they wish them how they wish them luck. Share it with me, let me know, and be sure and tell me how to say it. Our creative producer is claire meyerhoff. Janice taylor is our line producer. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p m eastern on talking alternative broadcasting, which you will always find at talking alternative dot com. I didn’t even think that shooting. Good ending. You’re listening to the talking alternate network. You get anything. Dahna cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking. Hyre