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

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Nina Chanpreet Kaur, organizational consultant and researcher.

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

There’s more at tonymartignetti.com

209: Buyer Beware & Managing Your Big Spike – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Don Jean, CEO & co-founder of FocusedBuyer.com.

And 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

196: Online Canadian Connection & Right To Be Forgotten – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Holly Wagg, philanthropic counsel for Good Works, with Jason Shim, digital media manager at Pathways to Education Canada.

Also, 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

190: Numbers In Your Stories & Research Pre- and Post-Event – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Brian Mittendorf, professor of accounting and MIS at The Ohio State University’s Fisher College of Business.

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

175: Female Financial Literacy & What’s Public On Private Companies – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Alice March, founder of The Attention Factor.

Sheila Walker Hartwell, personal financial planner.

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

172: Dan’s Donor Retention Ideas & Goodbye Google Alerts? – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Dan Blakemore, assistant director of development for individual giving at International House

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

160: Nonprofit Outcomes Toolbox & News Sources/New Source – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Dr. Robert Penna, author of “The Nonprofit Outcomes Toolbox.”

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent for friday, september twentieth i’m your aptly named host. Oh, you know that i hope you were with me last week. I’d be put through mitral regurgitation if i heard that you had missed cause marketing one oh one trish in naper, principal manager at alcoa foundation and mounir panjwani, business development manager at do something dot or ge shared tips for getting started in cause marketing and internal social networks. Scott koegler, our technology contributor and the editor of non-profit technology news, explained how internal social networks compliment the external networks like twitter and facebook this week. The non-profit outcomes toolbox dr robert penna, author of the non-profit outcomes toolbox, discusses the wave of reliance on outcomes measurement and gives concrete steps and tools so that small and midsize shops can stay ahead of this increasing trend toward outcomes assessment. This is part one of our interview from a previous show, and part two is going to be next week. Also, news sources new source maria simple are dyin of dirt, cheap and free ideas in prospect research and the prospect finder she’s got advice for you on which news sources are best for your research and a new free offering from the foundation center called foundation directory online, plus her sixty second style stop. We’re going tow! Try having one minute tips on style like travel, food and leisure from guests. I’ll be anxious to know what you think about these sixty second style stops between the guests on tony’s take two my block this week is planned e-giving saved our ass and also i want to tell you about bb con coming up, i’m going to be there will say a little about that got contests that’s in tony’s, take two my pleasure now to give you my interview with dr robert penna and the non-profit outcomes toolbox. My guest now is robert penna. He is the author of a complete i’m sorry, the non-profit outcomes toolbox, a complete guide to program effectiveness, performance measurement and results published by wiley and sons he’s, a consultant, and his work includes the application of corporate sector, outcome based tools and insights to the work of non-profits he’s done work for the n e casey foundation, the national geographic foundation and the ford. Foundation he’s, an adviser to charity navigator on outcomes. I’m very glad that his work and his book bring him to the studio. Robert. Welcome. Thank you very much for having pleasure to have you. Thank you for coming all the way down from albany. No problem. Live in the studio. In the studio. We hear an increasing amount of talk about outcomes, outcomes, measurement. Why is that? I would save it for basically two reasons. The ones historical. The fact is that traditionally and this goes back easily to the beginning of the last century. No one ever asked non-profits to be quite fair, no one ever asked non-profits to either show evidence of or to demonstrate that they were having an actual impact. That was sort of a field of dreams and concept. If we make it available, things must get better. And it was taken on faith that train people with good programs with enough money would bring about positive change. Nobody actually quite asked that all started to change in the late seventies and then into the eighties, and quite independently of one another in various spaces. This concept of a focus on results in outcomes. And evidence of the same started a crop up, and it began to coalesce and particularly as we are in an in an era of limited resource is it becomes more important than ever for non-profits to be able to say here’s actual evidence of what we’ve accomplished, as opposed to a story about how big the problem is or how hard we’re trying in his forward. Ken berger, president, ceo of charity navigator who’s been a guest on the show, says that measurement is a battle for the very soul of the nonprofit sector. Ah, it’s taking on that great a prominence? Yes, it is that actually that line comes from a from an article ken and i co co authored it really is because there are those apologised who honestly believe in its ah term used before a fair exchange of differing ideas who honestly believe that non-profits and their clients should not be held. Tio this kind of accountability that the concept of just making services available truly is the mission of the non-profit space and that as long as they’re doing that, they’re doing their job. The problem is that for all of the money we’ve spent thes problems haven’t gone away, and so the question is, shouldn’t we be putting our our resource is into those programs into those organizations that have proven that there having the most beneficial impact, as opposed to giving it to other places that are perhaps not being as effective? The problems are too big, and the resource is of too scarce not to do this anymore, but it truly is a battle within the sector because there are those who just don’t believe in it, and we’ll get to a little of what their arguments are, maybe obliquely only, but that some of the ideas are so nebulous that they can’t be measured that like a child feeling a more positive ah feeling about education or about going to school, sort of nebulous ideas like that, but actually, those, um, sort of feel good outcomes can be measured. Well, first off, i would argue that if an organization is focusing primarily or almost or solely on feel good outcomes, they’re rethinking what they’re doing. Number one but number two there are proxies. There are proxies in terms of attitude, in terms of behaviour, in terms of various other kinds. Of things that can be looked at and can be taken as fairly accurate measures of whether or not if what you want to changes in attitude, whether or not that attitude has changed so it can be done, and we’re gonna talk about some of the ways that non-profits get there and the way that we can measure these things, um, is the butt is the story is the non-profits story the compelling story is that is that dead? Well, it it shouldn’t be dead, but what it should be, what should happen is that should be put in its place. Okay? The idea of telling a story is not a bad one, in fact, that there’s a whole chapter in the book that talks about using narrative as opposed to just factoids, because people remember stories where they have a tendency to forget much more vivid right stories vivid. But the problem is, if the if the story first off focuses on how big the problem is and that’s all it, it focuses on, and there are a number of non-profits i won’t name any, but you could probably think of them. You get things in the mail. And they show you the picture of x, y or z and it’s always how big the problem is, when we’re telling that kind of story and that’s all we’re telling we are in a way, avoiding entirely the question of, well, what do you doing about it and what other results that you have that you have achieved so that’s one one reason why the story has to be put in his proper place? The second is, and i don’t know whether we’ll get into this today, but a lot of non-profits wind up telling the wrong story for the wrong reason and ofttimes to the wrong people so that something has to be carefully handled as well. Okay, we have just another minute before a break, what if not a named example? What do you mean? Telling the wrong story? A lot of non-profits will focus on an emotional story that will highlight, for example, a success story, and it will be about this client of that client, but inadvertently, what they’re doing is they’re focusing the attention on that client. What we don’t know is, is that story cherry picked? How representative actually, is it what they’re not talking about is thie the the work that the organization as a whole does it’s it’s, shall we say, it’s it’s, macro impact. They focus so specifically on the story of this particular client at that particular client, it becomes very easy for their overall message of what they’re doing to be lost, counterproductive in counterfeit. His book is the non-profit outcomes, toolbox, it’s, robert penna. You’ll find his blogged outcomes, toolbox, dot com, and he’ll be with me after this break, so stay with us talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll 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. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. 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 dahna welcome back to tony martignetti non-profit radio talking to robert penna about his book the non-profit outcomes toolbox right before the break, robert, we were talking about, um, for too much focus on problems. But the non-profit sectors exists to solve problems. So shouldn’t they be talking about what the problems are? Well, again, it has to be put into its proper place into its proper perspective. And this is not, you know, women, teo, bash the sector. Okay. I mean, we have to be honest and say this is a historical perspective and very early on this was how attention was brought. Tea to issues were literally going back to the late eighteen hundreds and early nineteen hundreds. Um, people, for example, he’d carry nation she’s well known for wanting tio bring about prohibition. Well, what she talked about was all of the ancillary downsides of alcoholism, all right, and the folk. But the focus was on drink. The focus was on people drinking too much. And the idea was they didn’t think, think it through to say, well, what’s really gonna happen. What other causes here. It was just focused on the drinks. So we had prohibition and guess what? All of those issues did not go away. The issues of broken families, the issues of domestic violence, the issues of unemployment, the issues of of poverty didn’t go away just because, well, we got rid of alcohol for those period that period of time. So part of the problem of the focus on just the problem is it tends to lead to simplistic answers because the concept is that progress is a lack of the problem when, in point of fact, really, the outcomes approach is that what you want to do is bring about some positive change that goes beyond merely an absence of the problem. So that’s one of the problems with focusing on just the problem, the second thing is that it kind of takes you off the hook if you think about it, for having to say, really what you have done to alleviate the problem or what success you’ve had in alleviating the problem. If every time i come back to you, pick an issue, homeless puppies, i come to you and i sent put something in the mail and tony, you know, look at all these starving puppies, and i say it was ten thousand starving puppies and you know it, justin in manhattan or something. That’s, a problem. And you emotionally are expected to resupply with a cheque will. Now, next year i come back and i say, well, now, there’s ten thousand homeless puppies. This still ten thousand homeless puppies will again. What it keeps focusing on is the problem. It does not focus on am i having an impact on alleviating situation. So that’s, a real son of short way of describing why that tends to be a ah sort of a circle, you know, like the snake eating its own tail. It really doesn’t get you where you need to pay. And you alluded to earlier the fact that we do still have deep seated, entrenched problems that we have been working on for generations like homelessness, entrenched poverty, etcetera. Exactly right be a hunger of broken family, you name it, these problems, or of worldwide. And so you might even get thes these appeals from any place on the globe. But it tends to in a lot of ways, i think the lead to a sense of defeat because, i mean, think about it if every single year you get the same appeal from the same organization showing the same picture of the same a person in need. The question starts to hate begs the question, well, what’s happening with my money, what we’ve been at it for so long, and we’re still seeing the same right? The one problem? One gentleman i speak speaking to someone’s ago, he runs a non-profit e program in ohio, and he said to me, well, do candy said, you know, we’ve been fighting this war on poverty for, you know, forty something years, and i’m not so sure we have anything to show for it. And part of the reason is that from the beginning, what we have to show for it was not the accent the accent was on making money available and making programs available. You’ve heard a thousand times there, the concept, the underserved community, right, which you could argue about whether they’re actually underserved enough but that’s a different story. But the question is what it seems to lead to. It leads to the implication that if you make services available, things will be better. Well, that’s not necessarily true. Just making them available, zach. Will will result in the outcome that you want exactly, and for years social investors you know, traditionally called funders, we’re investing in making services available rather than investing in change, and if you’re investing in change, then there ought to be sameer marks of the change. The whole concept of moving your your your your head away from the idea of being a thunder what’s being an investor is one of the first the first steps what’s a funder and interested in a funder, is interested in the dispersement of funds. In terms of the process, the paperwork who’s it going to what’s it being used for what’s, an investor interest is an investor and investor wants a return let’s talk about some more of the language differences that you point out not so much differences, but the important language around outcomes measurement that takes up roughly the first third of the book or so gent generally outputs versus outcomes outputs of what you do outcomes of what happens because of what you did okay example of an output and output is training class, and the outcome would be that somebody got a job by virtue of having been trained and more importantly, kept the job for a reasonable amount of time. When and this was this was rampant in the late sixties and seventies. Excuse me when thanks to largely to government, we got into being counting and compliance organisations were measured onto in terms of how many fannies their head in the seats, how many training training class they help? Well, that was great. But then it turned out in some cases people we trained for jobs that no longer existed or the training was insufficient, or there really was no placement attached to it. So we had organizations claiming success because they’ve had x number of fannies in the seats, or because they held so many training’s or the game, but someone certificates. But the end of the day was anybody hyre did anybody did anybody’s life improved? Well, don’t ask me that question when i focused on that were protest on how many training on the output not come from the outcomes spring from the outputs. Yes, yes, you need the outputs in order to get the outcomes and they have to be the right outputs. But again, if that is only just your focus is there’s a saying that a colleague of mine, a colleague of mine who wrote a book, if well, you fundez activity that’s usually all you get? Yes. Okay. All right. Impact, impact flows from outcome. What? Tell us about it and that’s down the road that’s down the road. In other words, for example, let us say that what you were talking about was bringing possible water. And this is something i was engaged in a t united nations potable water, fresh water supplies to certain kinds of villages. I was pronouncing potable. Is that okay? Potable vote on a laudable somebody made a tomato, somebody from and why you were calling correct one of us. I have to. But i was so it’s possible that anyone, when you’re with the united nations. So that’s a hyre i’m just tony martignetti non-profit radio it’s hyre hyre hyre stand. But you had a situation where okay you’re you’re bringing fresh water and now you could think of a host of reasons early on why you might want to do that. One of the more interesting ones to me was to alleviate the burden on the women and girls in the village usually whose job it is to do nothing while david hole water one of the reasons why their educational opportunities were so so stunted was because, well, gee, somebody’s got to get the water and that’s the woman and children’s job rather a woman and girls job. Well, let us say that you bring it in and let us say that some girl does get to go to school. Well, perhaps if twenty years later, when she’s an adult, she actually has a business and gets out of the out of the village, that might be an impact. But the problem with the focusing on impacts these long term impacts is very often the causal chain is extremely weak. The causal chain is broken and it’s kind of hard. Teo teo to take credit for some things. I mean, we’ve all heard the stories of the head start program that’s taking credit because thirty five years later, one of their graduates became the head of some, you know, ceo of some company. Well, you know, thanks, snusz because back in nineteen forty seven, he was with us in today’s end of a corporation. I don’t know about that, but i honestly would say impacts agreed to have these are the kinds of things you see in mission statements and vision statements, the long term impacts, what organizations need to do is figure out how to translate those things into measurable, achievable, significant, meaningful outcomes. Okay? And shortly, we’re gonna talk about the outcome statement and contrast it with the mission statement and talk about what the elements are and how to get to ah, no a ah, a proper and and viable outcome statement. So yeah, and and just around impacts you say in the book impacts or what we hoped for, outcomes are what we work for. We’ve talked about that means your outcomes or what you’re working toward the impact of the the longer term we we we talked about funder donorsearch versus investor, anything else you want to say about the about? Maybe non-profits looking at themselves as invest, ese. Well, that’s, that’s a very good point. I mean, when someone gives you a gift christmas gift. Okay, now we’ve all had the relative who gives us something. And then every once a while checks oh, yeah? Are you using it? You? Have you been? Did you like the sweater? Most people that give you a gift, they hope you like it, but they really don’t have any kind of control. Now. My grandmother used to give me cash. She would slip me cash in by hand like a handshake, and she would always say, spend it like you earned it. My grandmother never did that. You didn’t know i’m sorry. You know, my grandmother borrowed but no that’s, um, we’re not related event starting now, but the idea is when someone gives you a gift really the in most cases, the strings got, you know, the the very there, the influence they have over the use of that gift, et cetera. Well, the problem is, when you think of yourself, if you’re a non-profit as a grantee of donor of a donation or giving, okay, the implication that the onus is on you to deliver something back to that to that donor to that investor is i like to use use the term is much less clear than if you see them as investors and you see yourself as an invested because right from the start from the basic language, what we’re making clear is that you owe them a return investments give returns exactly. And so the mindset shifts that i mentioned before the first one is moving from the concept of thunder to investor. The second is moving from the concept that what we’re investing in is the provision of services opposed to we’re investing in change. And then what are those changes and how do you define them? And the third thing is that we are going to be satisfied with an account of activity as opposed to actual evidence of results, performance and effectiveness thes air three crucial mindset shifts that the space has to eventually and will adopt, and the sooner non-profits get on this, the better off they’ll be. You quote stephen covey saying, it is incredibly easy to be very busy without being very effective. Well, we’ve always have seen those people who can, you know, go to the office in the busy all day, and at the end of the day, what have they actually accomplished? And the answer is, you know, not a heck of a lot and that’s, you know, that’s, the wife, i’m with robert pennant he’s, the author of the non-profit outcomes toolbox. Let’s, talk a little about the outcome statement versus the how does it contrast with the mission statement? The well, mission statements of very often pie in the sky and aspirational mean they ought to be yes, and an inspirational okay, okay, but the idea is that the idea that we’re going to solve a problem in our time, we’re gonna end poverty. We’re gonna end homeless. Is thies air the kinds of things that you very often see working their way into? Ah, emission statement or vision statement. The problem is that how do you then actually turn around and effectuated if you basically go to an investor and they said, what do you know what we’re going to? We’re going to end and homelessness well, you’re probably not. So when you don’t, what do you could do? You come back and say i failed an outcome statement is based upon a couple of key characteristics that good outcomes have among those are all right. It’s, meaningful it’s not a cosmetic change. It’s sustainable that’s. A very, very important one, right? It’s achievable. All right, there’s. An old statement. Everyone talks about the weather. No one does anything about it. Why? Because global warming aside, it’s. Tough to do anything about the weather. All right, but if you ah, couch your your goals in not slam dunks you want, they want them to be doable with a stretch. You clearly want to push yourself. All right. But the idea is that you want it to be something that can be achieved in your lifetime on dh something that can be measurable. The sustainable part is particularly crucial. I think of my involvement. I’m a lifelong scout on fifty. Eight years old and your first join the boy scouts when i was ten kayman eagle scout well, i never made it that i was in the order. The arrow you want? Ditigal oh, no, no, no it’s different. But i have a son who was in the order of the arrow and he’s an eagle scout like vicarious thrills. But we i remember ah, project where are we going to clean up a lot. And tha this lot had been used as a dumping ground. The scouts came in and we weed whackers and rakes and tree pruners. And we’re trying to look like a park who had done right and we congratulate ourselves. Up, up, up we all went home in that night’s peace. Somebody dumped a refrigerator. It wasn’t a sustainable achievement because we didn’t have the facility for either blocking it office, stopping people from dumping again. So the concept has to be again in terms of a good outcome, one of the characteristics and aki one is this concept of sustainability, but again, to go back to your question about the difference between a mission statement of vision statement and an outcome statement a lot. Of organizations all right have a tough time differentiating in the book i refer to ah, vision approach. You may recall the book in the book, i had a picture of some futuristic city, teo illustrate that my belief is that mission statement envision statements are both great things that good ideas, they’re visionary, they belong up on the wall, but they don’t belong in terms of you every day action plan, they’re different from an action plan it’s the difference be between having the long term goal of i wanted to be fit. I want to be trimmed and having an actual diet that you’re that you’re following. All right? Um, you know, there are numerous examples we could weigh could point to okay, i’m realizing now, since we’re talking about since i’m talking about being an eagle scout, i’m really you know, i didn’t measure the the outcomes of my eagle scout project, which was teo. Make sure that address is street addresses were visible to emergency services in my little town of altum panned new jersey, which had maybe three thousand homes or so, so we looked at every home and where there wasn’t a visible address. From the street that a policeman or fireman or the ambulance could find could see it easily. We left a note in the in the mailbox, and the note was signed by the police chief, the fire chief and the head of the angelus score. But that’s just that’s just activity. I don’t know what the outcome’s were. I don’t know if more lives were saved police response times, we’re reduced fire response times are reduced. That would have been right that would come into the out moment. And what? And if you had done the eagle project as an outcome, you know, an outcome based thing that was specifically the kinds of things that you would have wanted to look at. Now that was response time reduced, you know, i don’t know anything is dramatic, is we’re lives saved, but certainly were response times reduced. You could even you could even have done it as looking at things like ups, you know? Did ups have fewer lost deliveries because they were brought to the wrong home? All right, i have thiss factual case up in albany way way. Have to hold on your case. Feeling bad about my eagle project from thirty five years ago. This is tony martignetti tony martignetti non-profit radio we have to take a break after the break. We’ll be tony’s take two for two minutes and then i’ll return with robert penna. Stay with us now. We were going into a break. I’ll have the second half of that interview next week. You could tell you know he didn’t hey didn’t like that. I said i was an eagle scout and then he said he wasn’t an eagle scout. So that’s why, i think that’s ah that’s reflecting now, that’s. Why the bashing of my eagle scout project? That was a good project that i’m i got i got raves from the first aid core and the fire department in town. I remember that was a good project. All right, yes, we go away. I’ll have some live listening love. We got lots of live listeners tony’s take two and then maria simple she’s in the studio news sources. New source. Stay with me for all that they didn’t think the tubing getting ding, ding, ding ding you’re listening to the talking alternative network get in! Dahna duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Duitz durney i’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I’ve got live listener love nashville, tennessee i don’t know if you’ve been with us before nashville. Welcome new york, new york and new york, new york couple people from right here in the city and los angeles, california. Welcome live listener love to all of you. We also have someone masked in the us there’s someone else at least one of the person in the u s maybe it’s, the national security agency. I don’t know, i can’t tell, but you’re out there live listener love to all of you moving out to asia. Always lots of loyal listeners in asia, none ing china and guangzhou china ni hao and also happy mid autumn festival hope. Hope you did you save me some moon cake? I would love for you to send me some moon cake, if you will if we’ll make the trip over malaysia, we can’t tell what city maybe it’s kuala lumpur maybe not. But malaysia live listeners love to you. Welcome. And seoul, korea anya haserot will have mohr. Lots of live listener love time for tony’s. Take two. Last week i had a client tell me planned e-giving saved our ass. It’s. Exactly what? They said, and save them from what in four of the past six years planned giving saved them from shortfalls in unrestricted giving unrestricted cash planned giving got them to goal in those four years, including, of course, the recession and that’s, because the vast majority of plan gif ts and you would expect at least seventy five percent sometimes as high as ninety percent of all your planned gift doesn’t matter what kind of mission you have to be bequests and most bequests are unrestricted gif ts so that as you build your program, you gettinto lots of wills, and i’m just talking about will bequests in will’s not any of the other other many types of plant gifts just talking about wills as you get into more and more of those. The fact is that people pass away irrespective of the state of the economy, whether we’re in a recession, whether stock market is high or low, people pass away, and those requests that are in those people’s estates represent a lot of unrestricted cash for you. Not that you khun budget for it that’s unwise. But as your plan giving program grows, there will be revenue from bequests each year. And i say a lot more about that. On my blogged at tony martignetti dot com. Also going to be at bebe con on september thirtieth, this’s the blackbaud conference it’s at the gaylord convention center in maryland. And we’re running some some contests while i’m there. I’m going to be there interviewing for this show, doing about fifteen or so interviews. And i’ll be on stage on the exhibit floor, but they set up stage for for metoo podcast from and the contests are that i’m giving away two hours of consulting teo either people who were at the show or who are on twitter that day so you can tweet live that day, september thirtieth, and you have a chance to win or if you’re at bebe con, you can you can enter to win and there’s more about all of that on my block. Also a tony martignetti dot com there’s, a post devoted to be become twenty thirteen that’s coming up on the thirtieth of september and that is tony’s take two for friday, twentieth of september thirty seventh show of the year maria simple she’s in the studio today she’s the prospect find her you know, her he’s, a trainer and speaker on prospect research fact she spoke today we’re going to talk a little about that. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now she’s our doi end of dirt, cheap and free you could follow maria on twitter at maria simple welcome to the studio. Maria. Hey, tony. Good to see you in person. I know it’s. A pleasure, it’s a it’s. A bigger pleasure than usual to have you here. Have you hear? Face-to-face you did a little speaking gig today. What was that in the city? Ah, yes. So wilmington trust hosted some of their non-profit clients and colleagues and had an opportunity teo, to do a topic on prospecting on a shoestring budget. So it was a lot of fun as our die. And you’re the perfect person for that. What was what were what was a question? That you got any common questions or ah one that you hear a lot that you want to share? Probably one of the common questions was just sort of related to, you know, what are the resource is that i typically would go to and is it worth paying for? The resource is, you know, people always want to know is always good to just use the free resource is or sometimes should we be paying for them? So and i had a chance to to talk about the new foundation center’s project that we have, which we’re talking about today, so that was good that we were able, teo dovetail that in you and i have talked a lot about free resource is, of course, as i said, you know, a couple times you are doing end of dirt cheap and free. Um, do you think you’re do you think you’re really hindering your program if you’re only relying on free resource is well, what i think you’re doing is you’re probably spending a lot more time staff time on trying to hit a number of different research resource is, whereas ah lot of the fee based resource is will compile a bunch of things under one and so on what you’re what you’re not spending on resource is you probably are expending on staff time unless you have a volunteer doing your research. Ok, ok, go let’s, talk about our some of new sources that with news sources that we talked about and then well, later on, we’ll get to the new source. The foundation center thing. Yeah. You have advice about newspapers? Yeah. So of course, one of the things that you want to be able to do is sort of keep on top of what’s going on in your local economy what the local business owners air doing, for example, who the movers and shakers are. And then certainly, as you’re doing reactive research, that means you have a name of somebody you’re looking to research. One of the sources that you definitely want to check out is news sources. So i generally will try and check out newsreel ated to where they live a cz their primary residents. But if they’re snowbirds, so for example, if you have somebody from the northeast and they spend their winters in palm beach, eso you would want to be able to check out well, what are they doing? Philanthropic lee there. Okay, cool. So you know where they’re where they’re located in you? Then you look for local news sources. You just searched the newspapers in the vicinity. Is that well? That that’s. Definitely one way of doing it. I love using, as you know, libraries. And, you know, i’m a huge proponent of our library systems. And so, in fact, if you did have that snowbird down in palm beach, i you can go to the palm beach county library. And they have magazines and newspapers that you, khun research online for free. So they will include the local re newspapers for palm beach area. And even if you’re not a cardholder, they will give you a temporary pass. A research passed to be able to research their sources. So it’s fantastic. You can get that online. Yeah. Get the free research past online and be anywhere in the country. I believe so. Yes. So you just there’s. Ah, button. You click and you just request it. And so it would give you access to those newspapers if that’s indeed where your prospect was living for temporarily do you have ah, earl for since ah, approaching winter and palm beach is a popular snowbird place. Yeah, well, it’s, palm beach county, p, b, c library dot or ge is thie site. You want to go to bbc library dot or ge? Okay, you could put that on facebook page for sure. Okay. Um, okay, interesting. So, what is the advantage to going to the library? Is it because they they’re aggregating versus trying to find the sources on your own? So going through a library resource is going to mean you’re not going to pay for the full article. So very often, if you go directly to a news source, what they’ll allow you to do in a lot of cases is to do the search to come up with a set of list of search results, but then you won’t be able to see the full article without paying for it. Whereas if you go through the portal of a library, you typically will be standing are doi in-kind now it zoya i said, like, five times already today, we’re not even family it’s, very smiths. Incredible. Well, you know, your shoe string budget, right? So you’ve got to be able teo to figure out a way to access news sources and not paying arm and a leg for them. Go through the library so you don’t pay for your feet. Content? Excellent. I’m definitely include that we i post takeaways now on facebook page on dh. That will definitely be one of the one. The bullets. Excellent one. Is there something else you want to add about this? No. Okay. Okay. Um, now, are there fee based places that you can find local news sources? Yeah. I mean, there are and i would say for for the most part, though, non-profits that are doing research on more localized basis unless you’re really looking to get into international research, right? Sew something like it used to be called dow jones interactive. I can’t remember what they switched teo, but that news source, for example, will be able to scan newspapers worldwide. And in case you do have, i could see you in more of a college or university setting where they may have alum living all over the world, and they have to be able to see what’s going on in those sources. But i think for the for the average, your audience, the other ninety five percent who might be more local you khun definitely do that. Of course, you’re your listeners who are overseas would want to take advantage of some of that, so you can definitely google news resource is fee based news resource is, and you’ll come up with some alternatives to looking on a paid basis. Okay, now we have just about a minute before we go away for a couple minutes. This presumes that you confined addresses on people or at least if not an address a locale. Teo, how do you how do you find those locales? What do you get that well in? In a lot of cases, when i’m doing my research, for example, i will be told that somebody might have a second home somewhere else. So during the course of my research, i know to be looking for that piece of information. S oh, if i know they have a secondary piece of property in another state, i’m always trying to find out what the news sources are and checking out what they might be doing. Philanthropic lee. Sometimes they’re participating in golf tournaments, galas and so forth, so it’s, kind of good to know what they’re supporting when they are doing their their snow birding, right, okay, because you can help find the vicinity. All right, we’re gonna have a lot more on this on dove course. Also, maria’s, sixty second style. Stop at the very end, so hang with us. You’re listening to the talking alternative network. Buy-in 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 countries. People be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. Time. Montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna with the prospect finder maria simple, and we’re talking about news sources, and then we’re going to get to a new source shortly. Maria, this part of the value of this is if you find that someone works in a place that’s different than where they’re living, right, so then you’d want to be doing this local local news search in both places. Yeah, i think that would be very valuable, you know, especially when you’re talking about metropolitan areas where you’ve got people commuting on hour or more to get to work. S o they might be doing some philanthropic efforts in the locale where they work as opposed to where they live because they well, the commute is so long, so yeah, absolutely. The’s online research access cards that you can you can sometimes get. Do they have ah, limit to how long is that for a day pass? Or how does that work? Well, ahh, yeah. I mean, they all have different rules around them, so you would definitely check out with the individual library. But for the new sources that i typically will be searching and and that search is actually a lot of newspapers across the country i go through my local county library, i have my county library card. It has a bar code on the back of the card, and that barcode is what allows me the access to being able to search things like a pro quest, which is a new stand that’s available online and another one news bank, which is available online. So again there it’s it’s, searching across multiple newspapers across the country, but that’s that’s mostly in a situation where i i i’m not entirely sure where people might be residing elsewhere, but if i know where they are, then i will definitely go straight to that newspaper of the town where they’re spending other time. And you and i have talked about this before the value of having a local library card like you’re talking about. You use your local library? Absolutely. It gives you access. Yeah. You’re saying so? Yeah. Lots of sites that yeah, and you don’t even need to be, you know, on site at the library to do the research. You anywhere. You have an internet connection, you can be doing the research. So that may be money. Well spent just on a local library card. Knowing that you could get ah, access. Yeah, well, if it’s your local library card, you won’t have to spend any money at all. Yeah, yeah, yeah, so long stuff had one. But if you if you find that your your local or county library does not have a good card, another source to think about is your alma mater. Because sometimes your universities and colleges will allow you access. Teo to resource is online. And another alternative is you can buy a library card. Ah, if you if you live outside that county or region, some libraries will allow that to happen. So in the fees range hundred to two hundred dollars. Okay. And if and if it’s a place that’s. Ah, popular spot for your your prospects. That may be money well spent. Absolutely. Local library. Yeah. Excellent tip about, um, it’s. Amazing about your alma mater. Another way, another backdoor way. Teo, get library access. Yeah, right. Cool. All right, let’s, move to the foundation center. They have something called fbo. They’re calling fto free foundation directory online on dh. You checked it out for us? Yeah, i did. So, of course. Staying with our sort of library theme, right? So foundation center, very specific library on doing donorsearch research on dh, whether you’re doing the search at the foundation centers library in manhattan or and any of their cooperating collections, you may be aware that they have fto foundation directory online, which is a fee based resource that they make available for free through the library’s. However, what they have now done is they have basically taken a portion of that data base and made it available, or certain search functionalities across the board available for free through a link on their website. So you don’t even have to be in one of the co operating collections. Okay, excellent. And what does it? What does it offer this this limited free service, right? So i did. I definitely found, you know, some some pros and cons. So what do you want? First, the pros of the calls start with the positive. Okay? Absolutely. Okay, pro it’s free, right? So i have to promote that for sure. Andi, i think i find that it was good for both reactive and proactive research. And we’ve talked about that before. Reactive. You’ve got the name of a prospect? Proactive, you’re just in there trying to find some new prospects. I loved the fact that you had access to researching the entire nine nineties. The text of irs nine nine text searchable its search text of the nineties is searchable, right? Do you know if guidestar they’re popular nine ninety site, do they do they have that feature? I think they might have that feature as well, but this is the first time that i’m seeing foundation center making that available for free. That’s, right? Well, oh, yeah, i don’t know if guides to write, i may be confusing. I don’t know if guide star has nine nineties of foundations yeah, they d’oh, d’oh, d’oh, andi. Also, what you can do is you’re getting a glimpse of the fto product, right? So you’re getting a glimpse says to because you’ll get a certain amount of data that you can get for free and then as soon as you go to try and do a little bit more, it’ll say, well, you need to be a subscriber, so at least it gets you in the mode of understanding how to use the tool and do the research and then and then, you know, you could decide either subscribe on a monthly basis and at what? They have various levels of subscription, or go to the local cooperating collection and used their source there. And then you can use it for free. Absolutely. Latto one of cooperating court. Cooperating collections. Yeah. So those were the real pros that i found let’s. Give the what’s the girl for this. Ok, so the girl for this is fbo dot foundation, center, dot or ge? Okay, i do love thee, even even if it’s even if it’s available elsewhere. I just i love that keyword search of nine nineties. Yeah, it’s. Really, really cool, eh? So what i did was i did a little test of the keyword search. First of all, just like you would be doing a keyword search on google if you had a phrase you want to make sure that you’re putting quotation marks around anything that’s a phrase, right? So i was testing it for the phrase foster care i was trying to see. Well, who are the funders that might come up funding foster care and you can also narrow it down by st. Right? So i did a search for who was funding foster care in new york and came up with a bunch of foundation hits, so then i thought, well, let me see if this really worked. So i went into a few of the nine nineties, and i searched for the word foster inside of thie nine ninety and lo and behold, there it wass and it appeared as one of the grants that they had made was for funding foster care. Excellent. Excellent. Now, if you don’t use those quotes, you might end up with it’s on foster brooks. So the comedian who used to play a drunk, actually what i what what had happened was i did the search without putting the quotes first, and i got a ton of hits and i couldn’t believe it and i thought, something’s wrong here what had happened was they picked up on embedded in the nine nineties companies that were foundations that were invested in foster wheeler as a company. Ok, so i thought, okay, so i’ve got to refine it further and once i re ran the search with foster care in quotes, then i got better hits. Excellent love this love the keyword search. Okay, yeah, that was great anymore. You want to say positive before we get to the what you saw some problems with? Um, no. Go ahead. Okay, good. What do you have on the downside? So, on the downside, you know, some fields are definitely fi base to research. And i think the biggest downside of all was that you could not export the results so you could not come up with that list of foundation hits and and download them to a spreadsheet to have something that might be very share a bowl with other staff for board members before you decided to do this research and behind the food that’s behind the export. So you have to take notes? Yeah. Yeah. You have to take notes, or yeah, you could construct the spreadsheet yourself. I’m sure, but okay. I just kind of found that that might be a con, but as i said, you know, you can definitely go on a monthly subscription or use it at the cooperating collection. Okay. That the only downsides? Yeah. I found more pros and cons. Actual. Excellent. All right, cool. I was like, i love the foundation. Center for people here in new york. It’s it’s right on the lower fifth of it, i think it’s at sixteenth street and at all the cooperating collections. Not only is it free to use, but they you are very generous with showing you teaching you how to use it. The librarians are there and they will spend as much time as it takes. And it really doesn’t take much because it’s a pretty simple system i ous i recall teo teo use but the librarians are very generous with their help. Yeah, absolutely, absolutely. Okay, cool. Let’s. See we we’re going. We’re going toe, i guess. Wrap up. I asked er i asked you for a sixty second style stop. What do you s o? We’re opening this too. You know things like travel, leisure, food, what’s your just sixty seconds what’s your what’s, your what’s, your style stuff. So i decided to pick the topic of travel for and there’s a fabulous website and mobile app called hop stop dot com and i had to use it today. As a matter of fact, i need to figure out how to get from my location in midtown to your studio here and it told me exactly which subways i had to take to get here. Is it only for public transportation hub? Stop no, you can. You can select to be told how to walk to a location, how taxi and approximately what the taxi might cost. So you you’ve got a lot of different options that you can play around with and yeah, it’s pretty cool. I see people using hop stop dot com. My objection is that when they’re new york, if you live in new york, if you live in new york, i don’t think you should be using hop. Stop. I think that’s cheating. I think you’re supposed to use the other tools that are more difficult. It’s just it’s a part of living in new york. You’re supposed to do it the hard way, not the hop stop where you’re supposed to get the apse that the empty a the metropolitan transit authority has, you know, they use a map that from the subway token from the token booth, if you have to go paper, i just object to residents using hop stop. But if you’re visiting someplace hop stop is really cool. Perfect. We got some last minute live listener look that maura liberation last minute live listener love japan! I never want to leave you out tokyo, sugisaki, yokohama sutjipto or sugito? I’m not sure konichiwa to our japanese live listeners where’s, north carolina today in the u s didn’t north carolina and check in miree simple, thank you very much for coming to the studio. Thanks for having me always it’s a special pleasure today, as i said, you can find maria on twitter at maria simple and you’ll find her blawg her sight at the prospect finder dot com next week. I have part two of the non-profit outcomes toolbox, no more berating my eagle scout project, but we do mention easy bake ovens, so you wantto you want to listen for that? Remember easy bake ovens. I’m going way back like foster brooks references from thirty years ago, you got to keep up. Also, amy sample ward is back, our social media contributor and the ceo of non-profit technology network has tips for optimizing your profiles to boost your search results and stay consistent with your mission, and she will have a sixty second style stop. I’m interested in what you think about that little nufer teacher, do you have a sixty second style stop? I’ll i’ll share yours if you got one you want to use, you hit me on facebook or or twitter or even on my block does contact page. Let me know what you think. I’ll let you know if you have one you want to share over nine thousand leaders, fundraisers and board members of small and midsize charities, the other ninety five percent listen each week you know how to reach me. If you want to talk about sponsoring the show and we have a sponsor starting in october, be welcoming them. Our creative producers claire meyerhoff sam legal, which is our line producer, shows social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules our music. Listen to that bye, scott stein. I hope you’ll be with me next friday one to two p m eastern. I’ll be here in the studio. I hope you will be listening. Live one, two, two eastern at talking alternative dot com e-giving didn’t think that shooting the good ending. You’re listening to the talking alternative network, waiting to get a drink. Cubine are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday said. Known eastern time to learn timpson. 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This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership? Customer service sales or maybe better writing are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking dot com. Hyre

152: The Event Leadership Puzzle & Back To Board Basics – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Sheila Kelly, vice president of development at The Michael J. Fox Foundation for Parkinson’s Research

Pamela Mohr, executive director of FACES at NYU Langone Medical Center

Wendy Kleinman, president of WK Planning

Gene Takagi, principal of the Nonprofit & Exempt Organizations Law Group

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

View Full Transcript
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s july twenty sixth i’m your aptly named host. Oh, i hope that you were with me last week. I would suffer atrial fib relation if it came to my ken that you had missed maria cuomo cole on relationships miss cole, a philanthropist and board chair of help yusa, shared the professional value of all her relationships, including her mom and how they’ve helped her and help yusa succeed. We talked at the june meeting of executive women in non-profits part of new york society of association executives and tumbler tactics, amy sample ward, our social media contributor, co author of social change, anytime, everywhere and ceo of and ten, explained the value of tumbler, how to decide whether you should be in it and how to get started this week, the event leadership puzzle from the association of fund-raising professionals, new york city fund-raising day in june, our panel solved this puzzle for honorees, chairs, hosts and event committees, from goal setting and recruitment to motivation. And thanks, i was with sheila kelly, vice president of development at the michael j fox foundation pamela more executive director of faces at noon you langone medical center and wendy kleinman, president of wk planning also back to board basics jean takagi are legal contributors back this month. We’re talking about who belongs on your board and for how long should you ceo beyond the board? Is it okay if your ceo chairs? What about term limits? Jean is principal of the non-profit and exempt organizations law group between the guests on tony’s take two my block this week is women’s touching relationship stories my pleasure now to bring the event leadership puzzle to you from fund-raising day new york city last month here’s that interview welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen, we’re at the marriott marquis hotel in times square in new york city, and our subject now is event leadership with me r sheila kelly, vice president of development for the michael j fox foundation for parkinson’s research on in the middle is pam moore, executive director of faces at noon you langone medical center, and wendy kleinman, president of wk planning limited ladies welcome it’s a pleasure, wendy let’s, start down the other end. There what what’s the trouble with that non-profits have of the challenges that they have around event leadership. Well, i think there are a lot of non-profits today, everybody is vying for the same dollars and everybody’s buying for the same audience everybody would like to have the same leaders at the helm, many of whom have been over asked, and i think it’s also it’s identifying, you know, the right match when you invite somebody to take on the leadership role it’s important that you identify what the organization’s needs are and you try to find the right person teo approach that matches and believes in your mission and who feels that they can help you raise the funds you need. Okay, pam, these thes leadership positions can take a lot of different titles, right? A lot of a lot of possibilities. What a quaint listeners with what, what the scope is that we’re talking about. It could be anything from being an honoree to an event where you’re expected to bring in a certain amount of revenue, either giving it or getting it. It could be whether you’re chairing an event, it could be whether you’re sitting on a benefit committee vice chairing an event there are so many different titles, so many different forms of event leadership, but the most important common theme is that everybody needs to know what their expectations are in advance, so they understand what their role is in your event. Okay, making expectations very clear and i guess also gold setting, i guess. Sheila, for the event itself. Yeah, it’s, it’s, tremendously important to be very clear from the outset what your goals are for the event, both from a revenue perspective and also just what you’re trying to achieve for the for the organization and making sure that the people that have a leadership role with that event no, what what they need to do to help achieve that goal on dh, that i think when you find the right people and they know that they are part of something that, you know, there’s there’s a distinct goal for they’re going to be more willing to sort of step up to the plate and take on what you’re asking them to d’oh okay, now we just have about twenty minutes together. So why don’t we start at least our focus and maybe we’ll end there. We’ll see with the committee. Get your volunteer committees. What? What? What kind of what committees are we looking to recruit? First, i think it’s very event specific. It depends on the kind of event that you’re hosting. So if you’re hosting a golf event, for example, your committee could be helping you plan the event. They could be helping you with all the details. But if it’s your gala and, you know, we have a large gala, really? We look to our committee’s simply for fund-raising and for forgetting new people to come to the event and to help us expand our network. So i think it’s it’s about being sort of clear about with the specific events what you’re looking for, people to d’oh. Okay. And how do you start the recruitment process? A tte michael j fox foundation for us for bone event volunteered for event volunteers. Now we really do look within our network. We have so many amazing supporters who care about our work. I think that that’s key. You want to make sure that the people who are are involved have a direct connection to to your mission and to what you’re what you’re trying to achieve and so looking within first before going outside makes a lot of sense because there are people right there who are going be willing and able to get involved, and so that’s that’s typically where we start and also people self select, you know you will have people within your network who will who will raise their hand and say, please let me know how i could be of help and it’s if that person is, is the right fit. You know you should take them up on that for sure, pam, what wanted your quaint listeners what’s the work of faces at the gnu lango in medical center? So faces stands for finding a cure for epilepsy and seizures. We are an organization within and why you and go on medical center that raises funds for research, education programs, advocacy for patients with epilepsy and their families. Okay, and where do you start your recruitment process for event volunteers? So i’ve lived two very separate lives, one working for a major health care non-profit and the other one now it faces, which has only been eight months what’s so amazing to me. About my job now is that i’m dealing with a grateful patient fund-raising so i work directly for dr orrin devinsky, who is the director of the comprehensive epilepsy centre at n yu, and we work directly with the people that we impact every day. So where i’m looking for events, volunteers or donors or chairs or honorees, they’re all people that have been impacted some way by the comprehensive epilepsy centre and a recipient of some service that we’ve provided so it’s building relationships with the existing folks that have been involved and seeing who they know that they want to get involved and then being introduced to new people. One of the things that were actually looking to do with our board is to create a board event. We really want to get the word out. People don’t know enough about epilepsy, seizures and how common it is, and one of the ways that we want to do that is not just our gala, because not everybody wants to come to a gallon, so we’re working with our board to develop an event where they invite some of the individuals that they network with so they can hear. About what’s been going on in the world of epilepsy right here. When did you have advice for smaller and maybe midsize shops that that may not have the internal constituency? Teo look to first for event volunteer leadership. Well, every organization has somebody who is in charge, and that person is out in the world all the time. So what we do is we try to encourage every mind, whether it’s, the board or it’s, a executive director or the director of development, or even if it’s a small committee made maybe two or three people that they should always remain cognisant of of a good candidate is just in their travels through life, you know, in the workplace or in their social life. Oh, you know, we mentioned earlier in the panel, you know, everyone goes to cocktail parties and many people have jobs full time jobs in addition to the non-profit work they volunteer for so on, and then, you know, you talk about what you do, and if somebody expresses an interest in wanting to learn more that’s someone who could be a potential candidate to get involved in your organization. So that’s one way of looking at the outside to bring people in, they don’t have the infrastructure to pull from, like, a donor of strong donor-centric urging those conversations and basically that’s essentially good branding to yes, people should all your people well outside fund-raising should always be talking well about the organization and and know what it’s needs are, i think, and those needs might be event leadership volunteering. Exactly. And i think it’s it’s learning how to talk about what the organization was also in a very friendly, approachable manner on dh to make it interesting because people want to know who you are, what you like to do and where you spend your time what’s our next step, then wendy, you’re the consultant on the panel what’s the next step, after we’ve identified some people who are potential leaders of the event, how do we start to approach? What should we be talking about with them? Well, i think you can you can meet on a one to one basis. Maybe initially, teo, explain all the different areas where the organization might need some health. It could be joining the committee. There might be a greater interest in the board, which has a bigger picture approach, or the gala committee, which might be specifically for one event. Uh, and everybody has their different strikes. Some people are better at selling table. Some people are better at bringing an auction items. Some people are better at selling journal. Latto. So i think, it’s it’s, having that discussion and trying to find someone’s comfort zone and really assess their capabilities, where their strengths are, ok? And i think it’s a mutual decision sometimes, and that makes a lot of sense for all volunteer positions. Really? Yeah, from the board. Teo teo. Someone who’s, doing something, not his time consuming but way, want to be engaging people where their interests are. Okay. Talking alternative radio twenty four hours a day. 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So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. 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 durney yeah. Sheila. Pam, do you want to share how you approach people for for these kinds of positions? Anybody wanna with your first up? You know, for us, really? It’s it’s, the relationship building in stewardship is is sort of the most important piece, right? And i think to wendy’s point people have different strength. And so when you find someone within your network, or or someone who’s new to you realising what they want to be involved in, there might be someone who is very interested in events. There might be someone who’s just interested in helping to to find new donors. There’s, you know, there’s lots of different ways that you can engage with people in it. What we what we refer to it, the fox foundation is giving someone a seat at the table, you know, having them feel that they are, they might. They have separate work outside of what, what they do with the foundation. But they are an extension of what we do and making sure that they feel that they’re armed with the right tools in the right messaging so that they can speak to the work of the foundation as well. I think that’s hugely important you want you want all the people who are associated with your foundation and with your mission out there talking about the things that are important and it’s the job of of the internal people to make sure that they have all the right information, that they’re on the support that they need? Absolutely what do we do now? So we’ve recruited suppose there are some committee members who aren’t quite pulling their weight, sam, i imagine that gets frustrating to those who are how do we how do we deal with that situation? I’ve dealt with that situation many times, so i think the first thing that actually needs to happen is and we had talked about this earlier is roles and expectations. I think that when you’re working with an event committee, the most important thing that you can do from the beginning is give them the rolls and expectations, so they understand exactly what’s expected of them this way. There’s really no question about what they’re supposed to be doing and what the result is supposed to be. These committee members need to be treated as leaders because most of them are probably leaders in their industry, they need to understand that the event that they’re working on, you know, the funds raised for this event are directly impacting the mission of the organization, and they have tto take ownership, and they have to own the actual event and understand that what we’ve, you know, and we’ve talked about this earlier during our session, what tends to happen is that if you do have individuals that aren’t pulling their weight on the committee, but you have people that are many times those people will almost self select away from the committee because they understand and recognize that they’re not doing what needs to be done in order to get to make it happen. Ok, in order to reach that goal, all right? That’s helpful? What if they don’t start self elected? Sometimes it could be it could be a problem, obviously, i you know, i’m a shoot from the hip kind of person if there’s somebody who’s not pulling their weight and they’re bringing the rest the committee down, it would probably be an individual conversation with that volunteer and letting them know that, you know, this is really what we expect for. The level of what this event is, perhaps this isn’t the right police for that particular volunteer, maybe there’s another part of the organization a lower level event, some sort of program we understand that they’re completely passionate about the mission and the cause, and they want to continue to remain involved. But maybe this particular event isn’t the right match for them and let’s identify what might work and as long as you know you can find that place for them, they’ll be happy. They don’t want to be a part of something where they feel like they can’t give what the other people are giving that’s also kind of, you know, it’s, it’s, it’s not a comfortable place to be. I would think. Sheila, what about having the committee organize themselves in terms of who’s going to be a leader? Who’s going to take on? What do you prefer to see? The committees decide that among themselves or you appoint people once they’ve agreed to be part of a committee, appoint them to certain certain positions we typically help with a structure. This is it’s really more apparent in some of our smaller events that are led through? Our community fund-raising armed with team fox way. Find that people really do want teo want to know what what we need of them. And as we were talking about in the panel, people that do this for a living, we would probably we were all on a committee. We would self select ourselves, right? And we would be able to divide ourselves up. But that’s not everyone’s, core strength. And so i think guidance in this area is key. And if you if you have a group of individuals that are passionate and they want to help and they want to get involved, helping them with the structure is very important in terms of the overall success of the event. Okay? Anybody want to add tio having the committee cam or wendy having the committee decide among themselves and versus lending structure? I think that there are some individuals, you know, much like sheila had said there are some individuals that might know, you know, if we were on an event committee, we would probably know what we would be good at. Whether i would be really great it’s sponsorships and shell. It would be really great. A ticket. Sales or whatever that looks like and every so often you obviously want to honor the request of a committee member that says, i really want to work on this, you know, and what i usually do with the committee when i am dividing them subcommittees, i give them a interest for him and they’re going to fill it out, and they’re going to indicate what theywant, obviously, i don’t want to put somebody in a role where they’re selling something if their strength might be planning, but most of my committees that i have formed, we’ll have some sort of fund-raising, you know, commitment to it, but that level might very depending on each individual person, so i don’t necessarily let them make their, you know, they can select what they want, but in terms of the overall leadership structure and setting that up and dividing them up and letting them know and, you know, i’ve handled that as a development professional, okay? I’m sorry, wendy, was there something you want to add to that? Well, as consultants, we’re we’re a little bit more objective, and sometimes we can observe a committee in a different way because we’re not. Dealing with them every day like hammond, sheldon might be in the sense that their internal so, you know, we’re asked for opinion about almost everything when it comes to putting an event together, so that includes sometimes helping to identify who we feel or who we would recommend to be the chairs, for example, who shows the strength. Dahna and because sometimes the committee members themselves were just too close to one another that they can’t single each other out, so we’re standing a little bit apart, we could say, well, we think that she would be a great chair and then and that person would be a great co chair, and this person probably shouldn’t leave the auction the auction chair, for example, because they’ve been so influential ins and busy obtaining auction item, so sometimes the strength or more apparent to us and they are even to them, to the committee members themselves, so we just helped them identify that guy. What else can we say about these events leadership committees? I haven’t i haven’t asked you about more more advice around. Go ahead, i think one of the things that also came up in our most in the most recent panel that we just had is the importance of treating the committee as as a leadership group on treating them like a professional group of individuals who are there to help move the mission of the organization forward giving them, you know, in addition to setting the expectations that i mentioned before making sure that they have all the tools that they need in order to be the best that they can be, whether that’s making sure they have a budget, making sure they have a timeline, they need to understand what this event needs to gross. We need to understand the expenses behind the event, what it needs to net at the end of the day as well. They need to have those clear Job expectations 1 of the best examples that i had given is making sure that, you know, if let’s say you have a committee and they’re actually submitting a list and there soliciting individuals, making sure at the end of each week there’s a spreadsheet that’s organized by solicitor, so every single person on that committee understands what money’s come in, who is responsible for bringing it in how much and where they need to be to do this on a weekly basis. I’ll do it on a weekly basis during events season. Absolutely. So i think, it’s, just the same way that you would handle it like a business. You want to handle your event committee the same way they want to understand, they need to understand that you’re taking this seriously. This is serious. Without this money, the mission of your organization is not going to move forward, and i think if you treat it that way, they will treat it that way and it’s a mutually respectful and professional relationship. More more you want, i couldn’t agree more. I mean, transparency is imperative when you’re dealing with planning of events, and when you’re working with the committee, they need to know exactly what expense structure looks like what the revenue expectations are so that they can feel a part of it, you know, events event fund-raising is expensive. It’s it’s, one of the more expensive ways to raise a dollar and anyone that does it for living knows that. And so there’s always that balance of making sure that you’re keeping your costs down, that you’re doing that. You’re maximizing your investments, and again, many of these committees air filled with people who run their own businesses who have great perspective in this area and and using them to there, you know, to the best of their abilities is actually makes your event even better. It sounds like this kind of work for ah volunteer could be great cultivation to be, be enhanced, enhance the they’re their own giving, or maybe expand their volunteer rolls in the future. I mean, if there’s that kind of transparency and they see that it is run like a business, as you say, sounds great cultivation from or more activity, whatever, whatever, yeah, whatever form that takes, we’ve seen people move at at the fox foundation from someone who just gets involved at the team fox level who running, running a marathon and fund-raising from their peers to then joining, you know, our leadership council, which is sort of a junior board of directors, and you know that that level of engagement just continues, but it’s about making sure that you’re cultivating that relationship from the beginning in the right way, especially for people who want to who want to have a greater involvement with your foundation and i think it’s giving him that experience too, you know, it’s making sure that they’re having a positive experience. One of the best feelings that i have is when i’ve transitioned a committee that might not have been functioning as well in the fund-raising side and giving them these tools and providing, you know, changing the structure of a committee so that it functions the way we’ve been talking about and then having them get so excited about it. And then when they come to the event and they see this, you know, seamless, amazing galla golf cocktail party, whatever it looks like, they want to get more involved, and then they want to recruit other people to get more involved so it in turn by doing it this way, it might be a little bit more work on errand, but in the end, it’s going to increase our revenue and it’s also going to expand our relationships within the whole community. We have to leave it there, ladies. Thank you very much. Thanks for having us. Thank you. Pleasure. All three. Thank you. Sheila kelly ceded closest to me. Is vice president for? Development. Michael j, fox foundation for parkinson’s research pam mohr is executive director of faces finding a cure for epilepsy and seizures at the gnu langone medical center. And when d kleiman is president of wk planning limited again. Thanks very much, ladies. Thank you. Thank you for being with me. Tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen. Thanks so much. And my thanks. Also to the organizers of fund-raising day twenty thirteen, sponsored by the association of fund-raising professionals. New york’s, greater new york city chapter. Gotta live listener love lots of new yorkers. Massapequa, new york, new york and brooklyn, new york. Welcome, live listener. Loved to you also new bern, north carolina. Gonna be there very soon, very soon. And washington, dc all up and down the east coast. Where’s there’s, nobody east of ah, nobody west of philadelphia and, well, we got santa. See joe argentina, that francesco or alejandra? And also ottawa, canada. Welcome live listener love to all of you will hit asia shortly. Right now we take a break for a couple minutes when we come back. Tony’s take two and then gene takagi with back to board basics. Hang in there. You didn’t think that shooting getting dink, dink, dink, dink. You’re listening to the talking, alternate network, waiting to get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there, welcome back, i want to also send along with the live listener love podcast pleasantries, especially to germany, gooden dog have lots of german listeners to the podcast, from a site called podcast that d so good in dog to all end and podcast pleasantries toe all the german listeners. Time for tony’s take to my block this week is women’s touching relationship stories? Remember last week you heard my interview with maria cuomo coal, which was pre recorded at a meeting of executive women in non-profits after that, we opened the discussion of relationships to the group and lots of women shared very touching stories of people who have been important in their lives and help their careers. And i included just a couple of minutes of the group discussion in last week’s clip, but the whole discussion was about twenty minutes and it’s really very uplifting on dh very tender, and that video of the video of that interview is on my blogged at tony martignetti dot com and it’s, also on youtube, if you prefer to go there directly the channel israel tony martignetti cem very tender and touching stories from executive women running non-profits now and the audio is much better than it was in the clip that i played for you last week. And that is tony’s take two for friday twenty sixth of july thirtieth show of the year and show number one hundred fifty two. Jean takagi is with me. He’s, principal of neo the non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blogged dot com and he is at gi tak on twitter. Hello, jean takagi. Welcome back. I’m tony, thank you for having me, it’s. Always a pleasure. Thank you for joining us from the west coast. We’re talking about cem cem board basics this month on dh specifically, who should be on the board. And maybe for how long? Let’s. Start with the well, let’s start before we get into individual people. Do you see trouble or or challenges a lot of times around who belongs properly on a board? Well, i think a lot of organizations right now, tony, are struggling with recruitment, trying teo attain diversity. Getting a different skill sets on the board. Different representations of populations. Um, at the same time, it seems that the boards are very underutilized asset of many organizations in terms of the valley that they’re adding, or at least in terms of how the ceo or the executive director perceives the value add of the board of directors. And i think i’m going back to some of the board basics. Is a good place to start and explore some of these issues about not only what that board could be doing. But what, what aboard should be doing. You since you mentioned the ceo and their role with respect to the board, we polled listeners before the show and asked if your ceo is a boardmember and forty percent said yes, sixty percent said no. Should a ceo be a boardmember great question, so i think they’re different stages of evolution of organizations where whether the ceo belongs on the border not may change, and i’m going to sort of give you kind of the lawyers disclaimer about that i’m dunaj unconscionable thoughts on this, but there’s always going to be some exceptions tease general rules, and my general thought is tony, is that once an organization is matured, having the ceo or executive director on the board of directors can be troubling because of the potential conflicts of interests that are involved. And the big one is that the board is responsible for overseeing, evaluating the performance of and determining the salary and compensation of the ceo at the same time. If the ceo is on the board that is overseeing himself or herself, you can see the inherent conflict that’s involved. What couldn’t they? Couldn’t they recuse themselves from any discussions off of those issues? Yeah. Absolutely, and i think that’s commonly how organizations treated so if they’ve got their ceo on the board, whenever it comes around, too evaluating performance or determining compensation, the ceo recuses themselves from the board and the rest of the board makes that decision. However, that seems teo sort of discount the possibility that decisions on programs and finance and budget don’t also affect the ceo personally and the ceo very may very well have a personal interest in all of those aspects of an organization that are very important for boards latto oversee and make decisions on, and if the c e o by virtue of being on the board, i can control the board discussion and analysis of these issues, then it really creates a problem and allows the board to sort of get away from from mid duties of acting as the check and balance to the ceo. So is it not sufficient than let’s? Say we have a boardmember i’m sorry, we have a ceo who’s a boardmember um if they can contribute, but they don’t vote sounds like i mean, they still could they still control the discussion, but then they don’t have final decision. Making authority because they’re not a voting member of the board. It’s a great question the night, you know, i see lawyers actually struggling with this idea in many states and in california, we actually recently made a change or a proposal to a change in in the statutes about what is a director, and i think for most lawyers, the idea they want to get across to their clients to their non-profit clients is that there really is no such thing as a non voting boardmember and the reason for that is because boardmember have fiduciary duties, and they’re ultimately responsible for the management of their organizations. So while they khun delegate duties, toe officers and executives and ceo, they ultimately hold responsibility for what happens with the organization, and you can’t really ultimately hold responsibility is a boardmember if you can’t vote on the issues ah, yeah, so there really is no such thing as a non voting boardmember nonvoting director. What you may have, though, is a ceo or executive directors that is invited to attend in and participate in all of the board meeting’s except when the board meeting go into executive session and determining when the board should go into executive session without having the executive director there so that they can actually tied it by themselves on independent of the director, determine what is necessary to direct the organization and the future toe oversee the organization, how it’s doing in the present and in the past and do a little of what i’m going to quote somebody else’s term that they coined the lucy markets is a governance expert out of the uk, and she calls a stargazing about planning for the future and trying to determine how teo look into the future and make sure that the organization is ready to be able to respond to future challenges and take advantage of future opportunities a great role of the board that they probably don’t do enough for most boards don’t do enough of this when the ceo is they’re trying to ground everybody to the present, sometimes that future stargazing aspect is lost. So those are some of the reasons why maybe the ceo just recusing themselves at certain times isn’t isn’t the best idea. Well, that kind of cells short, visionary ceos, i mean, every ceo is not going to be wedded. To what’s happening this quarter in or this year and i think a ceo could be visionary and be looking fifteen, twenty years ahead doing that stargazing also, yeah, absolutely. I think we would hope that that when when, as a nonprofit organization boardmember myself, we would hope that when we hyre are ceos that we are looking for somebody that that has that inherent ability to be able to stargaze and be a visionary and a champion of that vision. On the other hand, i think we know, especially for smaller organizations, tony, and you’re probably well aware of this as well. Ceos are so burdened by the work of the day to day management of the organization that sometimes they just don’t have the opportunities, even if they have the skills t able to engage in that type of stargazing and board members may be in better position to bring their valley. So that added value that we talked about that board may not be giving enough of to an organization that’s, a really strong air in which they could do it and having the ceo lead, that would be great if that’s possible and then having the board, you know, sort of be the counterbalance and check, uh, to the ceo. Perfect, but if if the board is just relying on the c e o to champion all of the vision and determine what the vision is of the organization, he may not have the healthiest organization around let’s, go back to something you said a few minutes ago, jean the that you can’t really have a nonvoting boardmember because that that abila gates, the fiduciary responsibility of a boardmember was that i’m sorry was that was that california law or that’s a california proposal? What? Well, that’s california law and i think, while it may not be stated explicitly in other statutes, are depending upon what state your urine, i think that’s the general idea of most, if not all, of the states, that we’re not really supposed to have somebody who is a boardmember with the fiduciary duties of a boardmember, but otherwise unable to to vote on any of the issues do corporations for-profit corporations struggle with this? Also mean, my sense is that it’s routine for a president ceo to be a board member of a corporate board? Do you do you know? Do they struggle with this the same way? Non-profits are they absolutely do? Tony, this is a major topic of controversy and has actually been hitting twitter a lot in the for-profit circles as well among the governance experts and it’s close to a fifty fifty split about whether ceos they’re going to serve on the board of directors neither mainly mainly for larger public organizations. Oftentimes again, yeah, that the board is supposed to be the check and balance to the ceo and to bring the ceo onto the board might start to facilitate this rubber stamp board that just sort of agrees with a ceo and sort of puts all of their trust and relies on the ceo’s opinion just too far rather than acting is the check and balance, but it goes both ways because, you know, we haven’t really talked about the benefits of having the ceo on the board, and there there are some benefits, especially in the early stages of an organization. Do you have a visionary ceo? The only way that that ceo and possibly that’s, the founder of the organization to recruit the best members onto the board? Maybe if the ceo is on the board himself or herself because they’re the draw. They may be the draw to the organization, and without that person’s leadership, that organization may not be able to evolve to the next stage where, you know, i’m talking about where hopefully a cz the organization mature a little bit that you can get to a phase where their partners, the ceo on one side and the board of directors led by chair of the board on the other side, rather than blending the two together. But that may take a little bit of time to get to that stage, especially for small organizations, really depending upon the champion of the organization and its mission being the founders ceo and the boardmember all, at the same time, another advantage to having the ceo on the board sounds like would be that the other board members would be not so likely to get intruding into management day today. Issues. Yeah, but that’s that’s actually a good point. So sometimes, while directors ultimately have the authority tio and the obligation to ultimately manage the the organization that’s collectively, as the board of directors individually, board members have no inherent powers. At all. So that’s that’s something to really think about individually, director’s really don’t have powers unless they’ve been delegated to them as possibly officers of the organizations are agents for some specific tasks, but it’s a boardmember just by virtue of being a boardmember shouldn’t start directing employees of the organization and telling them what to dio even the executive director or ceo because it’s the board collectively that that overseas that that and not individual directors so i’m good, really good point let’s move to having a ceo chair, the board? What what’s concerns there. So all of the concerns of having the ceo being on the board of directors as a director are amplified when the ceo is also the chair of the board, and interesting enough, this was a recent article in the non-profit quarterly where and author just took the opposite position not now, fairly advocating it in all cases, but sort of making us aware that, well, sometimes a compensated ceo cancer because the chair of the board and it may be perfectly appropriate because what they want to do is completely aligned with what the board wants to do, which is advanced the organization’s mission is effectively and efficiently as possible, and if again the board doesn’t have a champion to do that other than this is the ceo, the ceo is almost resigned, teo being a member of the board and leading it forward so that part of the argument that that that author made but they’re the cons are again is that you can really encourage a rubber stamp board, you can lose the checks and balances that you’ve tried to design for the board, and ceos can, even without knowing that they’re doing so, make decisions that are based not necessarily in the organization’s best interests, but in the ceo, you know, ceos best interests as well, and not in terms of sometimes in terms of making more compensation for themselves or protecting their own job status, but sometimes it can be for more innocent reasons. Just the ceo thinks a certain way about a particular project and wants to protect that project ahead of others, perhaps, or looks to the present more than to the future of the organization and again in wanting to protect everybody, all the employees from from facing layoffs or anything like that doesn’t want to make that difficult decisions that might improve the effectiveness and efficiency of the organization in future, and really holds to the status quo, because there’s so many personal interests that are involved as well that the ceo maybe, like, here she is safeguarding too. So that’s where the board you know, it’s kind of this objective party from the outside looking in, khun really provide this different perspective for an organization. If you have the ceo of the chair of the board, designing the agenda of the board, being responsible for the education of the board and orientation of the board and preparation of all the board members before every board meeting, everything can get planted in a certain way to sort of direct everybody else to just approve. But the ceo is recommending and that that’s the danger of having a ceo is the chair, the listener pole. If if your ceo is a boardmember does he or she chaired the board, only thirteen percent said yes, and the other eighty seven percent said no that they don’t have that. We have just about a minute before we go away for a couple of minutes um, you’ve seen cases where the there’s, a volunteer chair of the board, and they’re identified as ceo of the organization. Yeah, and and that’s that’s kind of an interesting fact pattern that that oftentimes takes place even if the by-laws don’t say anything. So if you’ve got an executive director hired but your state law says that either the president or the chair, the board is the ceo, unless the by-laws state otherwise, even though you haven’t executive director, the chair of your board, maybe the ceo just by default of the law because you’re by-laws don’t say anything else, and that may not be a great place for a volunteer chair of the board tow want to be in should anything ever go to court and that person be held responsible as the ceo of the organization for understanding and knowing what the organization is doing on a day to day basis? And aside from the legal aspect of it, i think that would diminish the authority of the paid executive director. Absolutely. Here you’re absolutely right, and i wantto point to something that was on the april twenty sixth, two thousand thirteen show the guest was eugene fram, and he and i talked a lot about the title ceo versus executive director and how that and how executive director tends to diminish the authority of what, what he recommends. B b the ceo. We have to go away for a couple of minutes. When we come back. Jean, i’ll keep talking about board a six. Hang in there, stay with us. Dafs you’re listening to the talking alternative network. Schnoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. 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Tokyo, japan durney chua and we know that it’s francisco imbriano zara is francisco welcome. Lots of masked listeners in japan. Also bunch of mass listeners in japan, seoul, korea and goose on korea on your haserot and chung ching, guangzhou and shanghai, china. Ni hao, so happy to have all the live listeners. Love i love sending live listener love it’s, more like my live listener love, then love going out to you because i love doing it. Jean let’s see that’s ah, let’s continue with the possibility of having other paid employees or even contractors on the board. Seems to me this is getting messier the further we go, yeah, it can get messy hair as we go along and, you know, here in california, we actually have ah, state law that says for non-profit what we call public benefit corporations. So those air, the charitable organizations that are not not religious and focus, um, on lee up to forty nine percent of the board may be compensated or related to someone compensated and that’s, whether as an employee or an independent contractor, so a majority of the board essentially must be interested or not compensated or related to anybody confident no, jean, that still seems too high to me. Forty nine percent, i think, should be, like, ten percent. You know, most states actually don’t have that law at all in the vast majority of states don’t have that. So i agree with you that it would be great to have a small minority of the board compensated so the board can be can be the real checking balance in terms of making decisions that are not beneficial primarily for the employees directors, but primarily for the mission of the organization in most states don’t have those laws. And i think part of that is to accommodate some smaller boards where they may only be three or four board members to start out with. And you do have the founder, who’s compensated on the board and, you know, so e-giving ten percent, which would be very tough. Well, all right, well, then, say one out of force, you know, based on the size of the board. But but it seems risky tohave employees or even do you see this case where it’s it’s other employees or even vendors to the organization on the board? Yeah, way, absolutely, tio i don’t know, i don’t know, maybe i’m it just sounds crazy to me to have especially vendors on the well, no, actually, they’re equally bad to me vendors and and other paid employees aside from the ceo, i just don’t think they should be on the board at all. Yeah, you know, i for the most part again, generally, i would say i would agree with you, you really lose out on all the checks and balances that we talked about, even maur if you’ve got not only the ceo on the board but other employees or contractors as well, and then what about the situation, tony, if the ceo is not on the board but one of the vendors is on the board now, that creates, like this unusual situation where the ceo is really responsible for making sure that bender’s is performing under whatever contract that they have. But the vendors sits on the board that oversees the ceo and can affect the performance or even the retention of the ceo and that that’s kind of crazy, isn’t it? Yes, that’s, i can’t. I can’t see a case where a vendor or contractor to an organisation belongs on the board. I don’t care, even if they’re volunteering their time and the value of their services, or whatever, they, whether they’re volunteering or being paid, they just don’t belong and an employee’s equally bad. You know, some employees are on the board, but not other employees. I mean, what does that do to the peer-to-peer relationships, working relationships in the office? Yeah, they can’t create problems, but let me take the other side for just a moment. That lawyers love to do this right, then so let’s take the other side and say, well, what about a vendor who has been a great vendor paid vendor to the organization that’s been giving discounted rates to the organization all along knows the organization really well on dh if you continue to use that vendor, you just get far better value than you would by using any of her his competitors out there. And now you feel like the vendors so aligned with the mission of the organization, you actually value the perspective that this person could bring to the board and no one invite them onto the board. But you don’t necessarily want to take away this advantageous business kind of action that you have with this vendor, and you may be paying double if you go out and bring them on the board, but not continue to use their services. That may be a case where i say that’s, ok, you’ve to be very careful about this, but that may be okay to bring that vendor onto the onto the organization and in, you know, in a slightly different matter. What if you’ve got a board member? Who’s not a vendor right now, but he says, hey, i can leave my, you know, that’s, an extra business space, and we’re looking to expand i can offer you a lease that, you know, just half the price that you’ll find anywhere else, and you go ahead and have the all the independent board members of that that statement to make sure that what actually is much lower than when what fair market value would be for that space, and that may be another case where it’s okay, the boardmember eventually becomes the landlord of the organization, but that may be okay as well, but you do need the check and balance of independent board members to prove those type of transaction. So you’re not just relying on somebody saying that, yeah, we’re way cheaper than everybody else, you’re actually verifying that with the independent boardmember okay, well, i’m not willing to go that far with you. I think the the vendors perspective can be brought in by the by the ceo so that i think the perspective could be represented. And, you know, if the person loves the organization so much the way you’re describing it, i don’t think they would double the price just because, you know, way didn’t put them on the board. All right, i don’t need to do neither do i, tony, but, you know, it’s interesting board source, i believe, are no urban institute did a study of non-profits that have they’re they’re contractors on the board, and forty five percent said it would be difficult to terminate that relationship that contracting relationship and but only seventeen percent, haywood said it would be very difficult terminate that contract relationship and still keep that member on the board. So it’s an interesting thing, i think generally i agree with you, we don’t like the idea of having them on the board because of the conflicts of interest, but i can understand situations sometimes went when it might be appropriate. You’re more understanding than i am. Jean wait, we have to leave it there to be continued let’s do aboard basics again because we didn’t get to term limits. And then there’s also the question of, you know how often should the board meet? And i’ll bet you have some other topics. So let’s do board six again next time. Okay, that sounds good. I look forward to it. Excellent, i do to thank you, jean takagi, yet it’s the non-profit law blogged dot com and on twitter he’s at g tak thank you again, jean next week, a new feature out of the blue we’re going to bring people in that have offed be jobs and a connection to non-profits of course we’re going to start this with sand or cats he’s a fermenter, and actually he called himself sandorkraut and we’re going to talk about the history, benefits and methods of fermenting foods and he’s got a simple sauerkraut recipe and in a future out of the blue, we’re going to go from sandorkraut to santa claus, we’re going to bring in santa claus and mrs claus, they’re going to be in the studio in october, kicking off their busy season next week. Also, scott koegler returns he’s, our technology contributor and the editor of non-profit technology news he’s also in ina file, so that means fermentation is bad for scott koegler you want to follow me on twitter, i’m at tony martignetti our creative producer is claire meyerhoff. Sam liebowitz is our line producer, the remote producer of tony martignetti non-profit radio is john federico of the new rules, and we’re saying goodbye to regina walton of organic social media. We’ve had a terrific three year run with regina she’s, been with me from the beginning of the show, and you’re listening because regina promoted the show and you saw her good work, and that brought you to us. Thank you very much for gina it’s. Been a pleasure. I hope you’ll be with me next week. Friday, one to two p, m eastern, a tucking alternative broadcasting at talking alternative dot com. E-giving intending to be a good ending? You’re listening to the talking alternate network. Get in. 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You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? 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150: 150th Show! Measuring The Networked Nonprofit & Goodbye Google Alerts? – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Beth Kanter, co-author of “The Networked Nonprofit” and “Measuring the Networked Nonprofit”

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s our one hundred fiftieth show, our loki sesquicentennial one hundred fiftieth anniversary today, july twelfth, friday, two thousand thirteen oh, i hope that you were with me last week, i’d be put into pericarditis if it came to my attention that you had missed dan’s donor retention ideas. Dan blakemore is assistant director of development for individual giving at international house. We talked at fund-raising day last month about howto hold onto your donors from phone to facebook and tablet aps. Scott koegler was back he’s, our tech contributor and the editor of non-profit technology news he had info on tablet, apse for event management and fund-raising this week, measuring the networked non-profit beth cantor, co author of the network non-profit and measuring the network non-profit talked to me at fund-raising day last month about wide engagement and measuring your multi-channel outcomes and goodbye google alerts maria semple are prospect research contributor, and the prospect finder has free alternatives in case google alerts disappear. In fact, some of our ideas may even be better than google alerts. Between the guests on tony’s, take two, thank you very much for listening on the one hundred fiftieth show. Very grateful for your support right now, we have the interview with beth cantor measuring the networked non-profit welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen, we’re at the marriott marquis hotel in midtown new york see, right in times square, the conference is being taken down around us, so there isn’t. You may hear a noise of chairs and tables, and we’re still here where will be the last remnants of the last shards of fund-raising day two thousand thirteen with me is as i said, beth cantor she’s, master trainer, blogger, speaker and author, co author of the network non-profit and measuring the network non-profit cancer welcome to the show. Oh, thanks so much for having me. It’s. A pleasure. Well, yes. You still have a lot of energy into the day. Oh, yes, i always have latto energies. Okay, um, what about the online networks on dh engagement on the online? How do we have accomplish riel? True engagement was a ringing phone to oh, breaking you make you’re ringing phones as well. How do how do we engage online? Well, let’s, take that ringing phone as an example. Well, if you’re really engaging, you’re listening and you’re answering the phone and you’re having a conversation. So instead of just like blasting out your message or constantly saying e-giving ann, ask you know, you’re listening to the conversations that are happening on social networks around your issue, and you’re finding ways, teo, talk to people and and mention your cause and then teo cultivate them to them, become supporters and to become so excited and enthusiastic about you that they go out and they quit their friends. We still have lingering thoughts, though, and lingering practices don’t we about about being maura one way channel way have a facebook page, we’ve got to keep it busy with our content. Wei have a twitter stream we gotta keep it busy with our content. Yeah versus the listening. Yes, yes, and it’s a trainer. You know, it’s really interesting to encourage people to kind of shift their habit. And when i found out this is out of a practitioner level, is that it’s a real change of mindset for like creating your content, scheduling your kant tent and having it go out there? Yes. You need to have that structure. But then this social peace is this more organic time where you’re listening and you’re actually asking questions and you’re responding. And so i actually tell practitioners, schedule those into different blocks actually go in and talk because people have a resistance to like, well, this engagement stuff it’s, like open ended, and i’m not the time for this, and it makes me dizzy. Let’s have a look. Just schedule these twenty minute blocks. Well, you’re just checking in. I mean, that’s the way i do it. I mean, i have planned content. It’s not, you know, occasionally will promote my block post, but i’m always sharing links from other people, you know, that’s another way. I’m constantly scanning through my list and seeing what my different networks they’re talking about and and asking questions. I’m initiating conversations, so i think of it like a in a way, a cocktail party that’s not too big and saying hi, tony, how are you? As opposed to hi, tony. Want to buy my book? You said you mentioned scanning your lists. How do you do you go? About that is i mean, i’m not speaking english, i guess, but on twitter you got on the show have george in jail, a target having to put you in, george, i didn’t think of it, you know, when i do i do that it’s a trainer to i throw a ball at people, do you? Yeah, not a lot of softball, noah squish balls, fisher. Okay, so okay, so i’m it’s just on twitter. You can actually grew similar people. You know, i have one that’s, like thought leaders in the nonprofit world that i listen to you i have ceos of foundations i have, you know, d d geeks because that’s another topic of interest, and so i can actually look at all of their tweets together instead of the whole list. So if i could be very intentional about well, okay, daddy, geek stuff is on my list today for content it’s by week’s theme for content. So i’m going to be scanning has seen what kind of resource is are the data geek sharing that i want to highlight? And maybe i’m writing a post about something about that so i might ask them, you know, i’ve just come across this really interesting article in the new york times that talks about the myths of big data. What do you think about it? And then in on dh then they’ll tell me, and then i might then use that to create a block post. So so there is, you know, so sometimes i create a lot of content based on his conversations, okay? And breaking that down for listeners to the non-profit buy-in non-profits mean, they’re different list might be support our owners, volunteers, maybe board members, similar types of organizations, yes, champions people who influencers talk about the similar similarly working, similarly placed organizations, why should we be listening to the quote, the competition? Well, that was the whole topic of my first book in that organizations you have a couple of thoughts about, yeah, they need to think, like networks and networks are comprised of people and organisations and when we collaborate, there’s more abundance. So, you know, so similar organizations that maybe content from, you know we should theoretically, if we’re all in the animal welfare business, no of sharing each other content helps us all reach that goal faster, you know, and i’ll just remind listeners bethe first book was the network to non-profit and her co author, alison fine has been on the show just within the past couple of months. What’s now, june, alison was on so you could look for alison. Fine. If you want to meet let’s, go up. Let’s say more about that. You know, the so the network non-profit is not on ly. Yeah, not only network to the listen, the groups that are so obvious, we need to be going deeper than what’s on the surface. Yeah. I mean it’s. Not just external groups to it’s also within the organ. Okay. I knew i was headed somewhere. Yeah. Thank you for taking my hand. Yeah. Yeah, well, i mean, what what typically happens, you know, is that they think of social media is the social media person in that do you do this social media stuff? We’ll get a social media volunteer. I’m really needs to be the whole organization with a slightly larger organizations. They get toby siloed in different departments and there’s one person doing it. So i was, like, recommend a hybrid model where there are people responsible for the digital across departments and those people are the ones that are talking to one another. So we get rid of the silos and it’s been scaling and within the whole organization. But that’s not gonna happen unless leadership is behind it, unless what? We have the ability of our executive director’s toe lead with a network mindset. Okay, what does that mean? I guess you’re wondering. Well, i had something else but good what’s the network line well, that’s where they think about, you know, in two way relationship building, listening, being data and form being more transparent, and i’m seeing more more organizations having their leaders do this, they’re actually using social media is a leadership role and listening. You mentioned listening now a couple of times is really needs to be very learning process it has? Yes, a disciplined process is not just this organic kind of thing, and one organization that does a tremendous job of listening is up well, which is an ocean conservation organisation. U p w well, daughter well, and so they work in a very network way in that they do all this listening and monitoring about the chatter that’s going on around the ocean. Conservation and when they spot an opportunity, then the activate their networks of ocean conservation organizations to then distribute content and conversations around ocean conservation. I’ll give you an example. Okay, so they have where they monitor different keywords that are related to their goals. And one of them happens to be sharks. Is there interest in shark conservation? And so imagine this visual and all of a sudden there’s a line and it spikes and that’s, you know, mentions of the word shark on social network shark thing. Yeah, you know, yeah, right. Right, exactly. Back down just right. It’s like, what is that? And so they found that a lot of people were using this hashtag shark week. Okay. You know, on the discovery channel shark week. Oh, good don’t know. Thiss guy swimming in a shark cage and sharks are following him, ok, anyway, so they didn’t know about it. You know, they they found out about what you know that’s. Why the word shark? We learned about it because the discovery channel program and there’s all these people who are interested in shark. So they analyze the the they did a content analysis of the conversations. And it broke down into three ways. So there was a small segment of with sharks. They’re terrified of sharks, people who are afraid of draw’s happening. Shark attacks, don’t bump, bump, bump. Okay, then there were people who were, yea, sharks, yeah, a shark conference conservation that was their people. But that was only a third of the other two thirds happened to be people who were just like sharks, and they say, that’s, an opportunity. We can insert the conversation about shark conservation into this conversation, general conversation happening about sharks, and so what they were able to do is then activate all there other organizations, create content around shark conservation and start to tweet about that. And they were able to actually measure that they did, in fact, increase the conversation about shark conservation, talking alternative radio, twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our coaching and consultant services are guaranteed to lead toe. Right groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven 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 broke in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio. Dot com every tower is 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 you talked about breaking down the silos and empowering people throughout the organization to be engaged online, but that comes with some risks. How do we how do we balance that and manage those risks of people’s people within the organization saying things that aren’t in line with the mission? Or maybe they start to become political advocates or something which could be risky for non-profit so how do we balance? Well, you sound that sounds like a common concern of ceos. You right? You know, that’s the common fear first. Oh, my god. Scale social to everybody. Oh, my god. How we’re going to control our people, you know? Well, first there’s, this level of trust, our people, the second thing is we have a rule book known as the social media policy. And then there is a lot of training and support. And on biff it’s, a larger organizations, you might start with the people who are excited about it and that you trust tohave, you know, professional guidelines, etcetera. So the social media policy might have a thing about if you’re gonna be online representing the organization. You want to act professionally, you know, there’s always gonna be some references to the kinds of things you really can’t do on behalf the organization and be in line with the irs, like can’t there’s no partisan politics, really it’s all it’s, all manageable. It’s not definitely just want make people aware that there’s a dozen other side i mean there’s a risk. So well, let me tell you a story about let me, okay, so this is before social media. Okay, so the y m c a summer camp. Okay, all the counselors. Where y m c a t shirts right friday night. A couple of them go down to the bar twenty years ago, you know, throw down a few beers and they were complaints because, you know, what do these there were no u m c a t shirts and they’re drinking, you know? And so so they had to actually and manned the employee handbook to say, if you’re wearing a point, you know, y m c a t shirt, professional contact don’t go drinking at the bar on a friday night with your t shirt on, because that means you’re representing us. It’s no different again, you’re right. I didn’t want to suggest that. Way needed social media in orderto in order to create risks of empowering employees, i just want to get, you know, get your take on how don’t manage those risks. Yeah, so i know you have a lot of fuss about scaling, and we’re going to the next level around social media. What thoughts do you have there? Well, a lot of that is about being able, teo, empower your employees tto leverage their passion in service of the mission. Okay? And i’m gonna actually go backto up well, again, because there’s a great story. Although you have to have a bleep er on your it has a bad word. Say it, and we’ll worry about later. Okay, so there is a young woman that does this social media about part of her job. All the staff do social media up. Well, but her name is rachel, and she loves sharks. Okay? And so she had to find this tumbler community, you know about tumbler blog’s. And it had, like, five million subscribers, and it was, and they all love sharks. Okay? And was called fuck. Yeah, sharks okay. And s o but it was run by these twenty. Some. Um, things, and it was all young folks that just for crazy about sharks like and so they wanted to donate the blogged teo a non-profit and so they called her up, and and they said, yeah, we’re thinking about giving to this non-profit the discovery channel, and they said, oh, no, they’re not up non-profit because once you give itto our non-profit and so then it was brought back and the executive director, it was discussion do we have? Do we own a web property that has ah, a swear word in a part of our institutional do we swear online? You know, is that appropriate? So they decided to give, have the blah go to the employees, and they decided that the employees would buy it for the price of a pepperoni pizza. And so the block was transferred over. So and now rachel gets to spend two or three hours of her job, you know, tending to the sharks bog. So, what did you say the second time? Okay. Latto the block. Okay? Wearing? Yeah. Yeah. So? Okay, so so is that. Is it worth it to get five million people who are crazy about your mission? For the cost of a pepperoni pizza, i should say, right, right, okay, other thoughts about about s so it’s it’s not really based around empowering buy-in the employees, what about the ones who don’t really take to it? Well, i don’t know, maybe because of age or maybe because of culture do we try to bring them along? Or do we just say, you know, if it doesn’t feel right for you, then you don’t you don’t need to know is what definitely can be optional, and i think you have to think about it is a social change process within the organization, so you might start with people who are influencing others and not try to get everybody on at the same time because you’ll be faced with resistance. I’m thinking of an organization that i work at having to work with, and they were scaling it and they were they did departmental road shows where they did this, and at one meeting, i actually happen to be out, one of the senior vp said, i don’t want to be on facebook. Go on, make comments on the organization’s paige, because i don’t want the world to see. My photos of my grandson at chuck e cheese, and then we thought, ah, she doesn’t understand the privacy settings on facebook, so they did some privacy, dettori als and made her comfortable. Okay, so way could bring people along yeah, to the within their comfort level on dh through training. Yes, education help help more people come come along. Yeah, i mean, i actually did a session with the ceos of all the united way’s a california to train them to be on twitter and because it’s part of their strategy tohave all employees, you know, throughout the whole network do it. So they signed me up to do training and on the very beginning, one guy such, i’ll never get on to wit are, but this is the stupidest thing i’ve ever seen, and i’m like, well, luckily, the others didn’t feel this way, but my sort of said to him, you know what? My indicator for success this workshop will be if you get on twitter oh, you even challenged him. Yeah, okay, but you know what? And what? I had to readjust my outcome, that my metric for success was that he wasn’t going to get on twitter but he allowed his employees to do it. Okay, okay, so people can come around. Yes, alright again. Education is that buy-in we also need to be willing to fail at at this from time to time. Yes, and and use those as learning. Exactly learning opportunities. That’s, right? And that’s, you know, especially like i’m thinking about a lot of the organization’s. Here are the it’s, the people in fund-raising and there’s fund-raising benefits right events and so i asked a question, you know? Do any of you do after action reviews? You know what on dh raise their hands is what typically happens. You know way. Get the finger on that finger. But you know it’s your fault the wag a finger? Yeah, black finger. You know something doesn’t go right. It’s all your fault you know three for three tipple reactions to failure that we as individuals have first it’s your fault we blame others or it’s the agency’s fault. We say what failure? You know we deny it or else we blame ourselves for, say, it’s all my fault i’m a disease. It was all my fault. I am just terrible oh, find me on the spot i don’t deserve to live that’s pretty effusive, you know, a lot of practice is exactly exactly so so no it’s based on solve rosen swags research about psychological profiles of how we deal with making mistakes falls into one of those three typology is so we need to understand what is our perp still reaction to failure, and then once we’re aware of it within ourselves, we can understand how that how it plays out within the organization and then we need to make make the acceptance of failure part of our the way we do our work so we can get to the learning i am one of the ways is to do the failure bell. Okay, go ahead, i’ll bite. Okay, so have you ever watched olympic olympians when they’ve made a mistake or a fall like gretchen bealer, the snowboard lady rate or the gymnasts thie, olympic gin or trapeze artist stick or they fall off, right? And when they did, they do this, they raise their hands, so they raised their hands. They grin like a submissive dog and they say i failed. I’m going to move on and learn and so that’s a cathartic release, you know? I mean, i’m going to challenge you think for a moment, tony, about something that you’ve made a mistake. Mina mistake. Okay, i got it. I got it. I saw your shoulders go up and cringe. They’re really yeah. You cringe like gumby. Really? Yeah, yeah, maybe just got cold in here. Yeah, it was a cold breeze, you know, and then so it’s, just something from our childhood or upbringing. You know, i was thinking about something in business money on wisely spent. Yeah, yeah, makes us cringe. But if we’re able to do this let’s go. I felt i felt smile. So my arms are up for those listening to the podcast handup over my head, like our what sport is that field goal? Is that baseball? You know, when i fell football or baseball and then i’m gonna move on and learn what i learned from it when i met, you know, when i’m going to do differently the next time now you can’t run into a meeting late and say i fell. Beth said that was okay. Oh, and those this becomes very interesting what you said earlier about coming. From the top leaders have to be. Not not not just bought into this process, but leading the process so that people don’t fear have don’t have this fear of failure. Exactly, and that’s how it translates from the individual to the team and a lot of work. I just run the article about this for the harvard business review blawg it’s called go ahead, do a failure due a failure bell and it was actually on an analysis of non-profits that have formal ways to acknowledge and celebrate failure, and one of them is to do something group and they do a pink bow, a contest, do something dot org’s yes, i had a guest on earlier today from do something really who, uh, muneer muneer? Okay, well, may might have told you about your panjwani okay, so they dio they will bring a campaign that didn’t do well, they’ll dress up in pink boas and i’ll explain why dim or on what they learned from it. You know, global giving does the biggest loser fund-raising campaign based on the tv show what didn’t work and my favorite one is from mom’s rising, which is an activist organization. They give things a joyful funeral say that again, because they do joyful funerals. Really? That email campaign bomb? Well, time to bury it so that it died. They actually water flowers. And they given in the eulogy and that’s where they are able to reflect and go on to something that’s better outstanding. They even do a eulogy. Yes, yes. On bury the body. About two years ago, i had stephanie strawman back when she had the philanthropy beat for the new york times on she was talking about something that the world bank ran called failure, failure fair, i think or failure fest, belfast cell phone and there was fail fair. Okay, i think you’re saying about failure fail fair, right? Because i think they used in english. Bilich f a i r e you are holding on, but there’s that there was celebrating the failures they had unconference around what didn’t work exactly a nightie and there’s another group called admitting failure it’s a website so like let’s not be zombies and we’re doomed to repeat the mistakes of the past because the funders are funding something and it doesn’t work. Nobody sees that report, and people replicate those mistakes, you know? Okay, you know same. Or is it more you want to say about it? No. No. Okay, really have, like we have, like, another four and a half minutes or so. Andi want kruckel about measurement because that’s, your second book is measuring the network. Non-profit yes, we can. Can you introduce this in a couple minutes? I’m sure they data. We’re measuring. It comes right? Yeah, exactly. So the reason we brought the book is a lot of you know, after the first book, a lot of people are saying, well, okay, so now we’re we’ve changed the way we’re working, but how do we know we’re successful? And i also noticed that there were different camps about measurement most people have is either denial, fear, confusion, and they need to get to that being data informed. So i wrote this book and i actually had sixty two grantees from the packard foundation. I’m visiting scholar. There they were field testing the book with katie paine, my co authors framework. Okay, which is the seven steps of measurement. So the book takes it and puts measurement and very human easy to understand language that can help organizations go through a process. Tio measure and figure out what’s working and what’s not working with their social media and to improve it and to get better results. Okay, we can we just have time to really scratch the surface of data of this kind of measurement. What’s the easiest place to start that we could talk a little bit about in just a couple of minutes. Okay, the best. The easiest place to start is don’t try to measure the ocean if you don’t have the resources to measure the ocean, just measure one beach. Start with one simple campaign. One project, one channel. Figure out what they outcomes are for success with the one metric is for success collectibe months worth of data on that. And then actually sit down and look at it and figure out what, how you could do it better. Okay, we could we could talk a little more. We haven’t. I said, like, forty minutes ago. I’m about to give you the two minute version. We got a couple more minutes. All right. You have the luxury of time here on the morning. Okay. Three more minutes anyway. Let’s, let’s, go a little deeper. How do you how? Do you start that process? It’s going to start with? We’ll doesn’t let me ask, does it start with what were the goals of the campaign? Well, it starts with defining success, okay? You know, you know, social media is not engagement for engagements say even though engagement is really important but engagement to do something, you know, what is the outcome? Is it is it to raise money? Is it to change behavior isn’t to change legislation, is it? Teo, you know, tio improve relationships with donors, you know, is it to learn something? You know what? What is it? Why are we doing this and really home that in and once you’ve to find that what is the one metric that we can collect? That’s gonna tell us that we’ve been successful doing this, knowing in advance? Yes, yeah, we’re still in advance of the campaign. Yes, exactly symmetrical joined and social media could be about generating more conversations with the example i gave you about shark conservation, you know? And if we’re looking at you gnome or more now we’re seeing social fund-raising, you know, so if the ultimate result is more dollars raised, we know that in order to get more dollars, razor has more engagement from our engagement. We have two better relationships with our donors. We have people have to know about us. So you have to have this whole ladder of it of engagement and need. What? What the benchmark is to convert from each rung and then relating that to your what? How are you doing this? What kinds of conversation starters are you using? How are you doing your influence? A research and making it better based on that data that you’re getting right, being willing to recognize that there there are better ways is to have done it. Yes, not. We’re going to do with sam away. Okay. Anything you want to leave people with, we have just a minute left. Maybe a final thought on measurement. Yeah, i think that my final thought is that i think you know, the keys to success of being a network non-profit is to be networked, use measurement and make sense of your data. Okay. I also, like not being afraid to fail. Yeah. Yeah, sure. Making sense of yours, you know, making sense. Your data part of that is don’t be afraid. To fail. Okay, good on. Learn from it. Okay. Beth cancer. Master trainer, blogger, speaker, author network non-profit and measuring the network non-profit beth where’s your blawg it’s ah, beth catcher dot org’s just google. Beth, just go to bed and i show up number after kiss beth but if you need to go further cancerous k and tr thank you very much for being against great. Thank you so much for having me. Pleasure, it’s. Tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen which has been taken down around us if i was to pan the camera now you see bare tables no more pipe and drape no more nice bunting, no more flowers, your table’s being wheeled out on carts and basically an empty room with lots of trash around that’s what’s left of the last remnants of fund-raising day two thousand thirteen. Thanks very much for being with us. My thanks to beth cantor and all the folks who helped organize our appearance at fund-raising day two thousand thirteen, we were on the exhibit floor doing interviews for the show. We go away for a couple of minutes and after we come back tony’s take to my gratitude and maria simple goodbye, google alerts. Stay with me. E-giving anything tooting, getting dink, dink, dink, dink. You’re listening to the talking alternative network duitz e-giving. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio and i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef duitz oh! Bonem welcome back to big non-profit ideas for the other ninety five percent. I’m sorry, i can’t send live listener love this week, even though it’s the sesquicentennial we’re pre recording this week. But of course, live love going out to all our listeners in asia, japan, china, south korea. If if if our friends from buenos aires around ola alejandro francisco, california, north carolina, new york, oregon, those are the frequent listeners texas checks in from time to time. So but live listener love to everybody who’s listening. Thank you very much for listening. And tony’s, take two is my additional thank you for being supporters of the show. This is one hundred fiftieth show we started in july two thousand ten, and i’m just grateful for your support week after week. For those of you who get the email alerts, i thank you for letting me into your inbox every thursday. Thank you for that. Um, just, uh, just grateful. Stay with us for another hundred fifty and that is not on my blogged at tony martignetti dot com it’s just coming from me. And that is tony’s. Take two for friday twelfth of july the the twenty eighth show of the year. Maria samples with us to talk about the possibility of google alerts going good bye. How are you, maria? Simple. I’m doing well, thanks. How are you today? Terrific. Thank you. We know maria she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now, she’s our doi n of dirt cheap and free you’re gonna prove that today is gonna live up to it. You can follow maria on twitter at maria simple. I see some disenchantment with google alerts is that is that part of the problem? Yes, you know, there has been some disenchantment with it. I’ve been seeing other colleagues in the prospect research profession kind of complaining about the alerts not working as well and so forth. And, you know, i had found that myself and we’ve talked about this before, right? Tony on your shows where, you know, talk about how to tweak the alerts and maybe you’ll get it more results. But now i’ve actually started seeing some articles in recent months. Ah, nothing. Has been confirmed by google that i could find on their own website that have said that a google alert might actually be dying off. It might just go away. It might not be something they offer anymore and got me quite concerned because it seems like they’re not really maintaining it because the number of people are complaining that the number of alerts they’re getting has been reduced and the number of alerts within each message has been reduced and the ones that they’re getting are not so good quality, not not like they used to be, right, exactly. So i thought, well, there must be some alternatives out there and fortunately, some of the articles that i referenced which, by the way, i can provide those article links if you like, on your social media sites telling readers, will have access to them, they gave some interesting alternatives, and i started playing around with them a little bit myself in preparation for today’s show, so i thought we could just sort of talk about what some of those alternatives are and also what you want to be setting up alerts on, right? I’m sure that we can do that so what you’re promising, i think all free, all free ideas today. Yeah, well, i’m gonna provide you with some alternatives that all have free components to it. Okay? And then if people feel like those alerts aren’t yielding enough results, they could always go with some of the sea based resource. Is that those components also offer? So e i give your listeners options? Shall we? Ok, there, our listeners, maria, our listeners please share that share the lizard shared listener love. There are listeners. Okay, so, uh, what’s the first one you wanna talk about? So one interesting when i came across that i’ve been testing for a few weeks, actually is called talk walker dot com uh, so they have free alerts that you can set up, but they have a fee based online service. But from what i have found in using it for the last couple weeks, i’ve been getting alerts from them on the same exact alerts that i had set up on my google alerts account, and the results definitely have been different. I can’t say that. Okay, he’s not supposed to be that way. But if google is not keeping up maintaining its alerts than i guess. It’s, i guess that’s the explanation. Okay, so so what is it you like about talk? Walker? Well, i like the fact that you can set those alerts for free. You can still have those alerts delivered to your email inbox. So again, it’s sort of that push technology that we’ve talked about in the past set it up once. Once you’ve got it set up the way you want it, it’ll just keep delivering those those results to your inbox. So i really like that feature very much on talk walker. Also, you can set it up to be able tio send it to you as an alert as often as you like, you can set it up, you know, once today, as it happens or once a week. So you’ve got a few options there and how often you get those alerts delivered very much like google. So i think anybody who’s familiar with google alert, they’re going to find this interface to be very similar. So the interface is is similar, but the quality of the results is much better. Your seeing a difference, obviously, yeah. I have been seeing a difference, i’ve been finding more alert that air coming through where there are mentions on blogger on dh, some other social media related sites, so i thought that was definitely kind of interesting there, you know, how those alerts air coming through and how it seems to expand upon just the number of sources that it seemed to be picking up on, for example, i haven’t alert set up on my name and there’s an author, maria sample, we’ve talked about this before, and, uh, so i was able to filter out the results where her book title was also mentioned in the search results, much like i would do for for a google alert, for example. So is the shortcoming that you see or part of the shortcoming that you see in the google lorts is that it’s not indexing in searching blog’s or yeah, this is part of a defensive services that i’ve looked into seemed to be covering more on the social mentions side, which, you know, could be really important for a non-profit to be monitoring when they’re, you know, looking to monitor their own brand or who’s talking about them on social, so i thought that was really pretty cool. Okay? And you’re not seeing those results on the google alerts. Not as extensive. No. Okay. Interesting. So you’re doing side by side comparison because you said the alert your setting on these test sites are the same as the ones you have set for google. Okay, avery, right. And the only one that i set up for the last few weeks is on the talk walker site on the others too, that i really kind of tested out in preparation for today’s show. I didn’t mora’s, you know, live looking at the search search results tonight, i did look atyour name to see where some of this came up on social one of the other sites that that we’ll talk about called mentioned dot net. Is that the only one where i definitely different is that the only one where i appeared is unmentioned or that’s? Only one where you set the alert for may? I said it i that was the one where i set up the the alert for you on dh then yeah, definitely. That was one where i set up toe look at tony martignetti and i’ve noticed something that came up on philanthropy dot com for you, and this is on mentioned dot net this’s going, we haven’t talked about yet. Why don’t we move someone? We moved to that one since ah, it’s, it’s all about me and thiss must have been the most interesting a sight in your searcher and you’re testing because that’s the way so was it mentioned dot com it’s actually mentioned dot net. Okay mentioned dot net? Yeah, and so they had a neat analytics tool is built into it. You can get emailed alerts, which i did not set up the email alerts. I just kind of monitoring what was going on on the site itself. Um, the alerts can actually be shared with a team of co workers. So, i mean, think about this in a team of non-profits i mean, a non-profit development team or ah, development committee or something like that in a smaller non-profit where you would want to make sure that people were also sort of aware of where your key donors might be mentioned or where your organization name might be mentioned. So i thought that was a pretty neat feature. Yeah, saves you having to. Get the e mails and then forward them to people, right? Exactly, exactly. But i understand you weren’t you weren’t getting using yours? Yes, i did come across some mention of the tweet you had sent out about listening toe episode one forty nine i saw you mentioned on ah blawg for n green non-profit dot com i saw your mention on philanthropy dot com where else could i see? Do you do you know a person named david? Dear inger no, i don’t attorney no, no. Well, yeah, he was talking about me and i appreciate it. That’s fine. I’m happy to have people talking about me. Who? I don’t know that they’re the ones who’ll say the best things they don’t they don’t know me that well. Um okay, so so this actually goes into tweets too. But but now i send tweets under my name. Many a day like i don’t know it doesn today or something, would it? Would it not be finding those for some reason? Or is it only people talking about me? Not me, not not my own content. Maybe that’s it right? So it was i just did it on your name. I didn’t do it on your twitter handle, i did it on tony space martignetti is what i’m having a track on mentioned dot net on dso it tell it told me that, for example, seven hours ago is when you tweeted out that tweet about listen toe episode one forty nine you know, etcetera, so it’ll it’ll tell you how long ago this mentioned was also mentioned online are xero so, you know, i just thought it was definitely something that could be interesting for organizations you know, where this got me to really thinking it could be fascinating would be an article that i read, i don’t know if you you picked up on that in the june issue of the chronicle of philanthropy, and that particular issue talked a lot about raising money online and one of the things that kind of to the forefront. For me, the ability to use these alerts was the organization, the environmental defense fund. I don’t know if they’re listener of your show, but it turns out that the article mentions that they’ve trained their data specialists to scour the internet to find out who is advocating on behalf of the organization online. And then they conduct research to find out what would swayed the activists to make a first time gift and then give again okay, so you know, that got me to thinking, well, this is just sort of a way to find out who’s talking about you, perhaps start connecting with them online, bringing it to the attention of your front line fundraiser that you’re being talked about by this particular person, and this could be a real advocate. This could be somebody you should get to know. Yeah, for sure using i mean, that’s the value of the prospect research, right? I mean, they’re they’re feeding their feeding the pipeline with potential prospects with right suspects, become prospects or suspects could could become prospects. Okay, absolutely. Now, do you see differences between mention and talk? Walker? Yeah, definitely the interfaces is a lot different and, you know, i think that people just take a look at it and see where they’re you know, most comfortable they do have a zay said they also provide that emailed alerts and analytics tool, and this company actually does provide certain levels of service so that you can have plans, they range from six, ninety nine a month to sixty five dollars a month. And so again, there, if you’re finding that you really like this service, but you’d liketo have many more search results than what you’re getting or you want to track a lot more alert than you, you know, maybe you’ve got a twenty donorsearch teams you want to track or something like that, then you know, you you might have to go into some of the sea bass services. Okay. Okay. So there’s limits on the number of alerts for the for the flames. Fundez limit the alert. Okay. Okay. We have about a minute before we go away for a couple minutes. Another site you want to talk about besides talk walker and mention yes, there’s another one called social mentioned dot com and, uh, they have set up that is a gun similar to setting up your google alerts in terms of being able to set up in advance search, like the filtering service. And before we go to break just a teaser, i’ll just say to your listeners, come back because you want to know what we’re talking about here when we talk about a passion score for, uh, for social mentions. Okay, look at maria, give it doing little outro to the break that’s. So that’s, so skilled, passion score sounds, sounds pretty cool. We have passion in the studio every every week, i believe, okay, we’re going to take that break that maria just brought us into, and when we come back, she and i’ll keep talking about the alternatives to google or it’s, just in case they go away, and to me, it sounds like even if google lorts doesn’t go away, she’s got alternatives. That seemed better, so stay with us. You’re listening to the talking alternative network. Dahna 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. Altum have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte, m o nt y monty taylor. Dot com. Talking alternative radio twenty four hours a day. Welcome back to the low qui loki sesquicentennial, loki, sesquicentennial show maria, why don’t you tell us what the what the passion score is at social mentioned dot com so the passions score as they define it. They say it’s, a measure of the likelihood that individuals talking about your brand will do so repeatedly. For example, if you have a small group of very passionate advocates to talk about your product or brand all the time, you will have a hyre passions score. So imagine in a situation where you’ve got people who are who are just really, always tweeting about your organization. Uh, i mean, these are people that are right there at their they’re advocating their retweeting your stuff, etcetera, this’s something that you want to be aware of is and this is free. We could get our passion score for free from social mention dot com. Yes, you can. Yes, you can. Okay. Absolutely. So, for example, i had gone in and just on a search and put in my name in quotes like i would on an advanced search of for google because i wanted to search for maria semple is a phrase, and then i wanted to knock out any of the search results where that other author was mentioned, so i knew what keywords to put in there to knock out the results, and i came up with a very interesting set of searches search results, i should say that included photos that were taken of me speaking by others and posted on flicker ah, video that i had created and placed on youtube. Um, what else did i come across other videos where i appeared like a non-profit times interview, so i just kind of left it open for all dates, but you could also if you find the search results are you are too high, you can also filter it down and say, well, i’m also only interested in seeing, say up to the last thirty days worth of results as to where your your mentioned excellent so you want to share your passion score? Actually, it said it was fifty percent when i did that search in that way, so i thought that wasn’t too bad. Ok, i’m going, i’m going to try this one. I like this one on dh if my passion score is higher than fifty, then i’ll reveal it. And if it’s not, then we’ll just forget about it. Yeah, they talk well, let me set up an alert and fortunately, um, right now they’re alert service is disabled so you can go to the website without having toe log in and create an actual account or anything, and you can you can go ahead and do a search on social mention dot com and see what the search results are and trying to filter them down. But in terms of then linking that particular search up to be constantly sent to you through email, we talked about before their alert services currently disabled. So i hopefully i mean it says it’s coming up in the next week or so, maybe they’re just revamping it, making it bigger and better. I’m not sure, but that was that was a little disappointing to see. I couldn’t actually test the alert feature. Tio it’s good, you know, for listeners to understand we’re recording on tuesday the ninth so by the time you listen, maybe we’ll be back up. But it sounds pretty cool, but can we get the passion score without the alert feature being up? Yeah, yeah. So i just went to social mention dot com i put in the search that i was looking for, and it came up with a passion score. And then they come up with something also called a sentiment score. Oh, and they say that that’s the ratio of mentions that are generally positive to those that are generally negative. And i have no idea how they define positive versus negative. But ah, this was out of the search. The thirteen let’s see out of the twenty six mentions, they gave me a sentiment score of thirteen xero meaning that i guess it was mostly a positive, i hope that’s what the issue is not okay, i hope it’s positive to negative not negative to positive for your for your benefit. We’ll tell you what. Why don’t you just do a little have a little fun? We only have a few more minutes and i still won’t talk about what you should be monitoring. Why don’t you put my name in quotes in social mention dot com let’s see what we come up with, like passionate zoho are put it in it’s tony martignetti passion version and see what we come. Up with versus the other one sentiment and okay, but let’s move let’s, you and i will get to that before we get seven percent passion score. Tony, i killed you. It’s around it’s? Not even close it’s not even close. It started in close. It’s a route cream your clothes wear matter-ness metrics. We don’t get too excited about this. Tony martignetti a seven percent passion scores your sentiment score came up as three, two, zero, three. All right, let’s not talk about that sentiment score clearly is not acting. I’m looking at things in here from fund-raising day in new york. Somebody’s gotta blogged on youtube videos about you. Well, clearly the sentiment score that’s inaccurate. So we dismissed that that that that function, that function is not working clearly. So don’t pay any attention to what you get for the sentiment score the passion scores very accurate. But you know, these vanity mary-jo vanity that you believe that these air vanity metrics we don’t pay that much attention. I killed you, but we’re not paying that much attention. Really, teo, vanity metrics smear. But they’re not really that important. Let’s talk about what? What we should be. Monitoring? Because only have a couple minutes left. What should we what should non-profits be paying attention to and setting in these different, uh, adi’s different sites. Okay. So the name of your organization again here that will help point you toward people who are advocates on your behalf. You should be setting up alerts on your top donors. Think about reasons tohave to send out and reach out and have a touchpoint with your donors that don’t involve asking them for money. So this might alert you to wear. Your donors are mentioned in the press. It might alert you, teo, on somebody having ah, major appointment or advancement or appointment to a board of directors somewhere. So your top donors, the companies were your donor’s work. So again here, if that’s important for you to also maintain a relationship with the company because it’s a large corporation or if it’s one of your donors, private companies that’s almost more important, i think because whatever is happening in that donors world related to his his or her private company, you’d want to know about those those major, you know, advancements in the press, for example. So again here, it’s an opportunity for you to perhaps pick up the phone, send out an email, sent out a card somethingto have some sort of a touchpoint thatyou noticed, right? Andi could add foundations to that too, for the same purpose, right? We like. We like to keep in touch with foundations just like they’re people because they’re they’re staffed by people so foundations that are funding you, you might find a reason to write to them and you’re not, uh you’re not sending ah request for, you know, a grant grant proposal. Exactly. Okay, we pretty much have to leave it there. Maria. Excellent advice, as always. Thank you very much. You will find maria at the prospect finder dot com and also on twitter at maria simple. Thanks, maria. Thanks so much. Next week i’ll have another fund-raising day interview for you. I don’t know which one quite yet. My voice just cracked. They’re a little bit for you and amy sample word comes back she’s, our social media contributor and the ceo of non-profit technology network and ten have you liked our facebook page? It’s another vanity metric. I know, but if you can, if you can make your way over there. Love to have your like this is the last time i’ll ask for a couple of weeks at least, insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen each week, if you’d like to talk about sponsorship for the show, you can reach me through the blogged. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules he’s, the one who enabled me to get all that audio and video from fund-raising day. I hope you’ll be with me next friday. That’ll be the nineteenth. I’ll be back in the studio. We’ll be at talking alternative broadcasting at talking alternative dot com. E-giving didn’t think shooting. Good ending to do. You’re listening to the talking alternative network. Get in. Cubine are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn timpson juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you 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 talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Hyre this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Talking.

147: Get Out And Communicate Positively & SECrets – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Sharyn Abbott, author of “Mixing It Up! The Entrepreneur’s New Testament.”

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, it feels good to be back in the studio. It’s been a couple of weeks. It is good to be back. Um oh, i should day o is what i mean to say i hope you were with me last week. I’d suffer a sebaceous cyst if i heard that you had missed successful software selection strategy don fornes, ceo of software advice, let us through the software selection process for non-profits also storify and cora, i announced that our social media contributor, amy sample ward, got a promotion to ceo at non-profit technology network, and then we talked about the value of storify and cora to lesser known social networks for your non-profit this week, this week was supposed to be adam grant, author of give and take, but adam had to cancel, which is a postponement? Well, it was all certainly reschedule with him, but there isn’t adam grant this week. This is what happens when you chase the celebrities, and sometimes they’re they’re busy this week. I have some pre recorded segments get out. And positively communicate. Sharon abbott is the author of mixing it up, the entrepreneurs, new testament and her strategies applied a small and midsize non-profits, too. I interviewed her at the next-gen charity conference in two thousand eleven talking about networking your non-profit and recruiting and hiring motivated people and positive communications, you’ll see sharon read my face to tell what kind of communicator i am and secrets maria simple, our regular prospect research contributor and the author of panning for gold, find your best donorsearch prospects now she shares gold panning for ah, she shares panning for research gold, using s e c corporate filings and those air to interviews from september of two thousand twelve trying to accommodate the last minute sort of cancellation that we had right now. We take a break, and when we come back, it’ll be get out and positively communicate. Stay with me. Welcome to tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven we are at the tribeca performing arts center in downtown manhattan. With me now is sharon abbott. Sharon is the author of mixing it up the entrepreneurs new testament talk about some of her entrepreneurial success, ideas and how those probably very well translate to your work in non-profits oh, and maybe some of her positive communication techniques also sharon abbott, welcome to the show. Thank you, tony it’s a pleasure. Pleasure to have you let’s talk a little about some of your entrepreneurial success ideas with the with our audience of small and midsize charity leaders in mind. What what’s the first thing you’d like to share. Well, what i truly believe is the better connected and non-profit is better that they will do. I taught entrepreneur skills for over twenty years to small businesses, and i would bring in and non-profit to every group that i had, and at one time i had twenty two treyz with twenty two twenty report people in every group to teach people how to be philanthropic, to teach him to get back to their community. And what i found is the skills of the needed were the same as the knob durney so i talked on how to get out in the community, how to get volunteers to work with them, how to engage other people so that they didn’t have to do all the work and how they brought in a board of directors was more proact zaptitude rather dahna board of directors by name, so that made a huge difference to the non-profits as well as one of the thing that’s really hard, especially when everyone perceives economic times being as bad as they are is that people are tired of all these organisations putting out their home just expecting a check, and so they need to get something back. And so i created all these different programs there fund-raising activities that are fun that people want to participate in that make it much easier for a non-profit to get their budget back-up where it needs to be to be self sustaining, and they don’t have to work this hard, so they couldn’t have ah lot of them do got tournaments, or they might do silent auctions. They might do a single stands. I did a big band dance for easter seals one year i did it was a costume party. We kind of did it like old victorian kind of party, where everybody came in as a character in the victorian era, very themed events, right? And that way, people, they really feel like they’re participating more in the non-profit rather than just here’s a check, you know, i’m done well, let’s, go into some detail about let’s. Start with you mentioned getting into the community. What ideas do you have specifically that non-profits khun khun execute? Well, i know in california that almost every non-profit thinks that they just need to join a chamber and then once they join the chamber there dahna there activity that they have in the chamber is actually the important part, not just joining the chamber. What would you like to see them doing? They need to be on various committees like if they were to volunteer for ambassadors. The ambassadors have to go out to every business, right? Shake hands, what you’re doing and people used to ask me, oh, you work for the chamber is you know, i’m just out here helping the chambers get better known what they need to have happen in the community, and then that brought me more business. So i thought, well, if it works for me, it’ll work for anybody and it does so if non-profit goes out and they just find out from all of from businesses what business? Needs and then takes them back to the chamber. It’s their face, they’re non-profit so that great way of becoming very active in their trainers have fund-raising valens, claire non-profits could actually be featured so they could be part of the but how about beyond joining the chamber and being active in that way as an ambassador? What other advice about getting out into the community? You know, all of the leads groups that are out there. I used to run my let’s say it’s, a business development kind of organization where people get together on a weekly basis, which most of them do, and they have coffee and everybody talks about their business years, and they said, this is what i’m looking for. This is what i have to offer, so there are business leads group, and you can find them listed in the business section of every paper there’s, a website called am city dot com that list all of the business events that that are all around the country. Ok, everything we’re going where you just search for new york and you’ll find sample is going to san francisco on business, i think it’s probably the times. Here, but in santa’s a journal. So you know, it’s one of those so am city dot com and you can see every event that’s going on every week. So if you go out to events and let’s say you meet twenty people this week, one out of twenty will either be somebody that will be on the board active in the community, help promote non-profit organized fundraiser somebody in that twenty people is going to be involved with that non-profit interesting, you really want to see non-profits getting out into the business community first. First things we’ve talked about so far been making those business connections not staying within your within the non-profit committee exactly because we have the money. Why stay in a community where everybody knows you when you go out into a community where no one knows who you are and they’re the ones who have great let’s share one more idea getting that non-profit out most non-profits don’t realize that they could do a speaking circuit rotary lions quanah is all of those kinds of social organisations, and those organizations do kind of quirky things like if you talk out of turn your find a dollar you promote your business and return to find five dollars? Well, that money is allocated to helping non-profit so if every non-profit were to go out to one of those once a week and literally their morning, noon and night, you goto seventy eight weeks and not run out of him in a year. And so you go out to these organizations. You said this is my cause this is what i’m doing. I need you. This is why here’s, the result of what happens when we get out, they literally right champ on the spot. And i know there are a lot of these groups just in the new york area you mentioned a bunch of different sessional association, but rotary isn’t there a rotary in every county? So i’m probably in one block their city there. Well, i know that at least one in every county. So this’s a big area, right? There are a lot of opportunity. Plus you mentioned all the other membership organisations lion lion’s, alanis, optimus professional business women e women network really? When you look in the paper you think when i had a travel agency in nineteen ninety one justus the gulf war was starting. I went out morning, noon and night six days a week, and i built a travel agency from thirty thousand a month, two, three hundred and seventy five thousand a month in three and a half years by doing just so it was all handshaking and getting to know people and making sure that people knew who i was, even though no one was traveling with tom, so i hid it at the worst time but managed to build my business in a way that nobody else had ever thought they didn’t spend a dime on advertising. You just had transit costs to all the meetings, and i’m joking, you know, being sarcastic, but the point is very low cost, exact neo-sage it should be fun for for executive director seo’s mean, they should be enjoying being out in the community in the business community, talking about their work. That’s the biggest issue is people have fun when they’re doing something that they’re connecting with people, and when these organizations see how much fun that you’re having, they want to be more part of it. So when when people are making oh, would you write me? A check or we, you know, we’re short on the budget. Could you help us out? It’s really kind of gloomy, and people don’t like being part of that. So you make it fun in it. Obtaining talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our culture and consultant services are guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation. Checkout on the website of ww dot covenant seven 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 in tow. 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 it’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about so gain special access to the ivory tower. Listen to me, larry sharp. You neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter, geever. 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. Dahna yeah, i’m gonna guess you have advice about hiring, so bringing people to your organization and this stops the top, but he actually even applies to the board hiring, hiring the top. But what advice do you have about bringing people in and making sure you get people who are going to be passionate goingto love the mission and the innovative thinkers? How do we know we hyre these kinds of people? You know, i think one of the hardest things for non-profit is inviting people into their board of directors who actually have the connections, and that will make a difference for the organization. So there’s, a lot of people who are semi retired retired and they volunteer for non-profits but technically they don’t have the contacts, and they don’t have the ability to go out in the community and start helping promote other people. So if a non-profit were to look at what your database like, do you have social media contacts on what experience have you had with non-profits before? What were the results treated? Just like a job interview, so don’t take anyone on your board unless they really are bringing something to the table that’s a huge issue, there’s a lot of non-profits who just think, oh, so grateful you’ve even pasta or sometimes it’s way desperately need a lawyer or an accountant, so we’ll just take the first one that way get introduced to and we end up with just somebody who’s just brings that skill, but nothing mohr related to your to your important charitable work. And they might think that they save, you know, ten thousand a year on legal cost, but they lose one hundred thousand year by not having the right person connected with the non-profits so that’s really important that they look at, you know, what is the cost effectiveness of what a person is bringing to their nonprofit organization, right? So that’s excellent for board recruitment. How about about hiring employees within the organization? Would you like to see ceos and executive director? I have been speaking where people are unemployed for over twenty years, and i am surprised because i have a little blank card and i have them right on their what would i like to do most of anything now that i don’t have a job? And i would say twenty percent say that they want to work with the non-profit any fashion? Some even say that worked for freeze just so that they can beat heart of that community and giving back when a non-profit is looking for an executive director, that person better be a network. They better be the horn shaker they need to be up to date on technology, open minded. I’m trying different fund-raising concept instead of the same old, same old thing, because what work five years ago does not even come close to working today? And so they have to always be on top of what the technology is. We heard this morning how text messaging is so important because the thirty year olds are now not opening email and even, you know, ten percent or everybody in the world only opens was that was that aria finger was talking about texting to e j just had her as a guest before you came on, and i was talking about actually fifteen and sixteen year olds motivating them, and she said, you know, get them where they are text, right? Saving forty, two hundred messages a month for sixteen year old girls or something, right? Exactly. So you know that’s what keeping up with technology will do for someone is always looking at what else can they do? Most non-profits don’t have a log that’s a big mistake, because that, who in the non-profit you like to see doing that block duitz in the name of the executive director should be in the name of the executive director because that builds the relationship with the person who has the most visibility in the community and the most visibility and on able to make decisions for the non-profit because a lot of times you could have someone else write it in the office, but it should be in the name of the director let’s talk a little more about hiring now we’ve talked about the board, what on what the board should be looking for in the executive director. What should the executive director be doing to make sure that he or she is hiring the right people that are going to be supporting? Well, i think the skill set is going to depend on how much the non-profit is doing in the community. So if if it’s just administrative work that’s one thing that’s easy too, but the biggest give back in a non-profit is the person who has that innovative ability to figure out how they can use technology, how they khun reach out into the community, draw more people in durney there’s there’s so many different things, like most people don’t realize that you can actually go to a restaurant and say, i haven’t event coming up in thirty days, and almost every restaurant will say because you’re non-profit i’ll donate a lot right in the way i would do is i would package twelve lunches and have it lunch for a year and auction it off, you know, and just simple little things like that if you have people who are willing to go out, do things like that. Hey back-up that employee ends up paying for their own sour, and when we’re in the hiring process, how do we make sure we’re getting somebody like that in our the questions i think would be, how do you feel about being out in the business community? Are you comfortable picking up the phone and talking to people you don’t know? You know, what would you do in a situation where we need to create a new event? What would you what would you suggest? How would we go about creating an event and see how people are creative there’s also facial recognition and i teach a course it’s called about face, and it actually helps means clever figure out what your face tells me about how to communicate with you, but also how well you communicate with other people. So someone who has a larger bottom live is a good listener, right? It’s great, if you need to listen, but if they’re the person who has to be out in the community speaking, you want them to have a larger offgrid all right, we’re going to talk more about this very, very short that just want to remind listeners that i’m with sharon abbott at the next-gen charity conference two thousand eleven in new york city. Her latest book is mixed. Is this the latest mixing it up? This’s just been revised by have eight books. Okay, we’re giving credit to this one because it’s related to our topic it’s mixing it up, the entrepreneurs new testament, and you’ll find sharon abbott at sharon abbott dot com but you need to know that she spells her name, s h a r y and and two b’s and two teas in sabat and then dot com. So i should just sell the whole thing out instead of pieces. Sharon and then a and then at the end, there’s two teas and then after the others to be hyre how do we know you have a bunch of sharon abbott, dot com someone who’s. A good listener has a larger lower lip. How does that why is that true? Well, back in aristotle’s time in the fourteenth century, he began this whole study. It’s called physiognomy and judge jones in nineteen thirty five. Jones in chicago started looking at people who were presented to him in his courtroom. And he kept the law and he would have guilty. Not guilty, not guilty. And according to the jury’s findings, he was ninety percent accurate based on looking at someone’s face. So i took that information either. Wait a minute. What if we could use this for communication styling? So if i look at you, i know that you like it. When people get to the point. You want people that you’re looking at me now? They should just e i like it when people get to the point based on what makes you draw that concern your nose. But how does a physical feature convey personality? There’s a science to it? This is actually the society of reading your face, so i know that i’m going to get to the point. I’m not going to talk to take long way around, so i’m going, i’m going to actually say that she’s, right? But i think i’m a patient listener also. Well, your lip is larger on the bottom, then the top. So you’re a really good listener almost twice is good at listening as you are speaking and you know you’re good at speed, so the difference is all ego now blushing to what it was blushing cheeks metoo means you could still feel there must be some downsides. Where show me something, tell me about something that i’m shortcoming well, let’s say i needed to explain a project to you. The squareness of the bottom of your chin tells me i have to get to the point, which means i can’t tell you all about the details, but also my nose conveyed that to you to ration. But there’s there’s this point where you’re going, i don’t want to know how you’re going to build it. I just want to know when it’s going to be built, and so people who have a need to explain every detail will get very frustrated because you’re looking at and go, you know, i’ve got things to do. You just tell me what i need to do, and we’re done. This is embarrassing because she’s sizing happens there’s a pretty accurate this is not like fortune telling e-giving this’s, she’s anything? Is there anything else? Oh, absolutely. All right, one more. Go ahead. I’m getting paid now. I don’t want this is actually quite insightful. Portion right above your eyebrows is okay now for radio listeners. She’s putting her finger in between my eyebrows right in between her, i’m i mean, we’re not there’s no contact. She says that there’s no physical contact at all. It’s. Unbelievable. So this tells me that you like information in order. So you want to give me this first, then this then that in order. But i pluck my eyebrows. So if i had one brow straight across with the unibrow, not in style. No, this is the logic. This is, like minus flat right here. She’s again, she’s talking about the space between her eyebrows and the forehead. Right? So i have a logical personality. You have a logical personality. So you really want things in order? First, there’s a lot of people who you’ll see it’s just totally slanted back. Those people who they understand process and then they immediately know how it applies to them. Long term physiognomy is the physiognomy. Okay, that’s, the practice and google physiognomy and sharon abbott as well. We’re gonna go off this now, but that was that was that was pretty much on point. Yeah, i didn’t disagree with anything. You just told me about myself. I learned something. Dahna okay, let’s, talk a little about your you’re positive communication techniques since we’re talking about the way people like to communicate and your judging this by there by there face, right. What are some of the positive communication techniques that people should be using? Well, i think it’s really difficult for a lot of people to stay positive in what i believe is a perceived economy. Now, i cannot argue with the numbers, you know? We do have the highest unemployment rate of this time. There are fewer people donating to non-profits, you know, you kind of get point. So how do we actually project a positive attitude when we know that this is on everyone’s mind? So my attitude is no one came along, scraped up all the money and locked it up, and they’re not magically waiting to the day that everybody says, okay, take the money out now. So where is the money? It’s just moved, so when we’re communicating with people and we start thinking about all right, so what do i have to do to be that person that somebody wants to give, what they have allocated their ten percent toe a non-profit communicating in a positive manner instead of we need money, we need thio raise his phones, it would be when people are involved with our non-profit jesus, this is what we’re giving back to you, and the long term benefit for you is so it’s turning something around, you’re saying the same thing, but in a positive manner and making the person that you’re talking with more comfortable with the idea of being involved so the simple technique, but it’s phrasing. How you actually phrase what you’re talking about and allowing the other person. So this is where this comes into play. If you’re talking to somebody who has a larger upper lip, you make sure that they have more than enough time to talk. Kayman, let’s, let’s, give an example of fund-raising something positively that that in a positive way, we do that, that someone that i wouldn’t be well, take a negative and make it sort of a positive so people can understand making this positive communication. Give me a name. It’s, i’m cold rooms cold. I’m too cold in this room instead of saying i’m too cold and that’s an easy fix. Starting studies let’s, let’s put on a sweater. You don’t put on the jacket, you know, let’s, move a little bit. Start getting your blood moving a little bit so that you can actually be warmer. Come on. But let’s say challenging one would be i called all these people and no one is calling me back. Okay? Right. And that happens a lot. You know, when when i am actually very business oriented, which i think makes a big difference. A lot of people get into non-profit and they think it is not for-profit and non-profits have to be profit minded. So they have to know that they’re making more money than what it costs him to run the organization. So i do things like i make twenty dials. I know that ten people answered the phone. I know that if i leave five voicemail messages on ly one person’s going to call me back, is it worth my while to return those calls and call somebody who doesn’t call me back? So do i look at the possibility that that person is out of town busy, you know, family things going on and then call them again anyway. So my rule of thumb is you take a situation where somebody nobody’s calling me back, i don’t know what to do, and then they get into that funk. So how do you turn it around? So what i found is that for every organization there is a time a day, a day of the week that has the best return, so i call on monday morning at nine o’clock i’m not likely to get the right people that answer the phone because they’re setting up their week. They’ve got their sales meetings, whatever is going so i know that if i call at eleven thirty, people are kind of wrapping up their morning and they’re getting ready for lunch if i call it one thirty they’ve just gotten back for lunch. They might be late back for much. So there’s these windows of time ten to eleven one, two, three and i know that monday’s not the best day in friday’s, not the best day. So if i make my calls tuesday, wednesday and thursday, then i’m gonna have a much better ratio if i can improve my ratios even ten percent, then i improve my bottom line. So why not treat a business like a non-profit as a true business, actually track what we’re doing having results so that we know that if this isn’t working, we have to sure and start doing something. Most people keep doing the same thing over and over again, and it drives them crazy, right? The definition of insanity, but they don’t never realise all need to do a shift what it is that they’re doing so that they end up having better results. We have to stop there. Sharon abbott, one of her eight books is mixing it up. The entrepreneurs new testament one thank you very much for being a guest. Sharon. Oh, you’re welcome. Thank you, tony. Thank you. Even with my big lower lip. Tony martignetti non-profit radio coverage of the nextgencharity conference two thousand eleven. Thank you very much for joining us. Still able to speak with my fat lip? That was that was a lot of fun with sharon right now we take a break and when we come back tony’s take to get a little tony’s. Take two for you and some live listener love, and then maria simple with secrets. Stay with me. You don’t think that shooting getting ding, ding, ding ding. You’re listening to the talking alternative network e-giving. Thank you, cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Oppcoll lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud cubine. I got live listener love guangzhou, china ni how many listeners in seoul, south korea many there are many of you are you all together? Maybe you’re all together in a coffee shop in seoul? Do you know each other? I wonder but there are many of you there and of course i wish you an io haserot lots of lots more live listener love coming up so hang in, including domestic live listeners alright, i’ll tease a little bit brooklyn, new york live love to you live listen her love to you thank you andme or domestic live listener love coming! Tony steak two two weeks ago, i was at fund-raising day new york conference at the marriott marquis i was with remote producer john federico. We were on the exhibit floor, and i learned from fifteen guests it’s and doing nine interviews, including beth cantor, sarah durum, whose ceo of big duck and professor doug white from columbia university who’s been a guest before it’s. Great fun being on the exhibit floor, lots of people coming by saying hello, i know you. I follow you on twitter love the podcast it was really very gratifying. Thank you very much to everybody who came by listeners and new listeners as well, welcome and also want to make you aware that aria finger, who is ceo of do something dot or ge, has been a guest on the show and there in fact, there’s video of her conversation with me on engaging millennials on the youtube channel, which israel tony martignetti she’s still ceo at do something but she’s been appointed in addition, president of too much information or t m i, which is an agency of do something, and they’re going to lend to non-profits and other marketers do somethings, expertise and research in mobilizing eighteen to twenty five year olds in social change. That is pretty exciting, that’s it’s obviously a growing market, and they’re a lot of non-profits, i think frustrated trying to engage the eighteen to twenty five year olds so you might reach out to t m i or too much information and aria and her team will help you there. There’s more about both of those on my blog’s at tony martignetti dot com and that is tony’s take two for friday twenty first of june twenty fifth show of the year we’re roughly within a week of being halfway through the year. Um, right now i have for you another previous interview, this one with maria simple talking about sec corporate filings and everything you confined in those maria simple is with me. Now you know her she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donorsearch now you can follow her on twitter at maria simple. Maria simple welcome hey, tony, how are you today? I’m doing great. Thank you. We’re talking about secrets. What is the this securities and exchange commission data? Well, there’s a lot of very interesting data that we can look at as non-profits to try and find some potential new donors for us as well as maybe some people who are current donors that we just didn’t realize are connected to public companies as corporate insiders. So let’s talk about corporate insiders. I want to make sure that everybody really understands what that is. We hear so much, i guess, in the news about insider trading and it’s always, you know, portrayed in a negative light. And that means that people who are corporate insiders have done something illegal with information they have as as insiders. But basically, if urine inside earthy see defines you as falling into one of three categories, you’re either one of the top officers of the company. Uh, usually there’s. About five, six, seven people around that number listed. You are one of the board of directors of that public company. Or you just happen to be a person or an entity that holds ten percent or more of the outstanding stock of that company. So if you fall into one of those three categories, you must report all of your trading activity in that company to the securities and exchange commission. And all of that data is public knowledge. Okay, so insiders have to file with the company’s about there their holdings within the companies that they’re insiders for that’s, right? And then also, public companies also file with the sec. They must right. Right? Right. So, i mean, you know, the information can be found if you happen to know that a particular process effect is connected to a public company as a corporate insider, maybe they sit on the corporate board of that particular company you can actually go to that company’s website. And typically the tab that you would be looking for in a company’s website is called investor relations. Ok, for the companies themselves do have the data. All right, on course. We can also get it from the sec. But before we go further let’s keep it let’s. Keep each other out of jargon jail. Let’s. Make sure everybody understands what is a public company. So a public company is a company that is has issued stock and its trading on the market. I guess the most famous one that we saw go from a a private to a public company recently with facebook. Right? So, prior to that all of the information was private. Uh, no, no information had to be released to the public about salary information att saturday. Other compensation data. But now that they’re a public company and the public now owns shares of that company owns part of the company, they have to be able to report all the all the goings on all the various filings about, you know not only what the corporate insiders were doing, but obviously. All the data related to other financial information for the company it’s the difference between privately held on dh public that’s. Right? Ok, so what kind of data can we find about about what we’re interested in the people, the insiders, what kind of people? What kind of info can we find? Well, the interesting information you confined if somebody is a top officer at the company, you confined there, there salary and other compensation data, and they actually have charts of that data going back over a three year period so you can actually see whether they’ve had what their big salary wass what commit other compensation that they might have maybe bonuses, etcetera? Um, really key? I think teo looking at this data is stock ownership because very often a non-profit um, especially if they are in, say, in a capital campaign or an endowment campaign mode where they’re really looking for major gift trying to get a gift of appreciated stock, a supposed to getting a gift of outright cash from a particular donor could be very beneficial. So, you know, just understanding whether or not you have people in your own fund-raising database, whether or not they may be one of these corporate insiders who can give you stock that would be fabulous to know, and, you know, the screening companies can help identify that for you if you’re not able to self identify who those corporate insiders are in your database, okay? And there could be other there’s other stuff that’s disclosed as well, like all their their fringe benefits and things, right, which can include insurance policies, that’s, right, all their employment agreement. You know, you’ve heard of people who have these golden parachutes, right if they’re released from a company, so all of that is actually outlined in these particular employment agreement eyes that maria, i’m sorry is the agreements themselves or public? So, yeah, they they actually will say, you know, if this person is terminated, thiss personnel will be subject to earning x number of dollars, maybe even shares of stock upon their termination, but i’m just curious, can you actually see the language of their employment contract? Or do you think i don’t see the language of the employment contract but within the proxy statements which is filing statement that this information is contained within that’s where you would find really? That the juicy, the meat of it all that if that is of importance to you, if you have somebody who is, perhaps, you know, a corporate insider and maybe, you know, has just been let go or will be let go. You can actually find that information just like lurking. I would if i could see people’s employment contracts. But now all right, just some juicy details. Yeah, exactly. Details. No other juicy details that i like pulling out of this is also bios of the thie entire board of directors of ah, of a public company. So it’ll give somebody’s age. So right? Yeah. I mean, you know, you do plan giving tony, so understanding whether or not somebody is maybe perhaps even a prime planned e-giving prospect based upon their age that’s disclosed in this a statement, you have a bio that would contain where they’re currently employed other corporate boards that they sit on so very often i’ll read about bio yeah, within a corporate proxy. And then i’ll realize, oh, i didn’t realize this person also sat on another board of directors. Yes. So their insider over there too. Right? So then that makes me, you know, have to you know, then i know just from that key piece of information here’s, another area i need to explore as i’m doing my prospect research that they may actually own, you know, significant shares in this other companies well, right? And just to remind people that a way that you might find that someone is an insider because you might not know it is setting up the google alerts, the free google lorts that you and i have talked about a couple of times in the past, if you have those on your major donors, then information about them and the company that they’re an insider for, we’ll come right to your rage. Your inbox? Yes, i think it should you know why? Because when they have let’s say i maria semple, where a corporate insider, maybe i sat on the board of directors of the company. I just used to use me as an example, but now you’ve learned tripoint likelihood of that ever happening. So so even test really small it’s not even worth it. You’ll start using one of your other regular anybody but me. Yeah, you’re much better off if you have much greater likelihood of being inside of me. If i traded today in a public company and i were a corporate insider, i need to let the sec know within two business days. Oh, wow. Yeah. So, you know, from a product, you know, as a prospect researcher it’s. Terrific. Because you know that if you’re looking at particular filings, you will be able to see whether that person has how much stock they have within a two day accuracy period. Okay. That’s. Incredible. So, yeah, well, all of that came about, you know, and because of the recent financial meltdown, et cetera, in the early two thousand’s, but there was definitely some new laws that went into a fake into effect under the sarbanes oxley act. And so they ended up saying, okay, you know what? You used to have a longer period to let us. Now now we’re shortening it for two days since you mentioned plan giving earlier. Something else you might find out about his people’s retirement plans with the cup with the company that’s, right? That’s, right. So might give you some some idea there as well. Whether or not they’re gonna have maybe. You know, a significant amount of money that they were going to have to do something with. So, you know, why not know about that and be prepared to have a conversation with them? So we have just about a minute and a half before our first break, what? So you mentioned the proxy statement that’s one thing that has to be filed that’s filed by the companies or by the insiders, those air filed by the company’s once a year, once a year, they’re filed with the securities and exchange commission, they’re known as to other things actually notice of annual meeting of shareholders. You might see it turned that way, and then everyone of the filings that the sec has has a number and the number that course sponsor to these. This particular sec document is called death d f like crank death fourteen a and that’s filed once a year by the company. Okay? And those air all the different names for the proxy statement? Yeah, yeah, i mean, they’re they’re known as all these different things, but if you are on the website, you’re actually looking for form death fourteen a for that particular company again. It’s on the company’s website, though, is well. Ok, now we have just about thirty seconds before, before our break. There’s, there’s, annual and quarterly statements also, right? Yes, there are. There are definitely annual and quarterly statements, and they’re they’re more related to significant happenings within the company related to really financial goings on of the company itself, as opposed to individuals connected to the company. So for the most part, that’s, the type of information that they’re going to file annually quarterly. Okay, we have to take a break when we returned. Of course, maria semple stays with me, and we’ll talk about some of the places where you can find this data. Stay with us. You’re listening to the talking alternative network. Cerini 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, better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back. I’m glad you’re still with us with a cracked voice cracks again again, like a thirteen year old maria, just briefly. What are the seance? Isn’t important to know the file. Name the names of some of these forms. What do these annual and quarterly statements called that people will be looking for? Well, if you’re looking for those quarterly and annual statements ten k and a k or those statements. But there are others that i think are even more interesting in terms of prospect research. In addition to that proxy, the death of fourteen a there’s, something called a form three and a form four. So form three is the initial report work that is filed by insiders as of the date that they become an insider or a beneficial owner of stock that will lift their holdings as of that day now, i would’ve thought that would be formed one but that’s not forme one yeah called for me. Okay, i don’t want confuse people. All right? It should be for more that i find very interesting is called form for, which would show any changes and holdings anytime that insider buys or sells their insider, stock and that’s the form that i was referring to that actually has to be filed within that two day period of that stock chance transactions. So let’s say there’s an example. Maybe a proxy filing may have been done and say april here for a particular public company. And here it is the beginning of september where researching this particular corporate insider if we only go on the data that was filed on the death of fourteen a document that proxy and it’s going to show the stock holdings as of april twenty twelve there’s a lot of time passed through several months. Did this person trade any stock during this time? We would like to know what their their holdings they’re still the same or not. So you would be looking particularly performed for to see if that person actually made a trade and stop between april and september, and then on the form it’s self it’s going to show you whether they bought or sold more stock, and then how many shares that they hold at the conclusion of that sale? So let’s say the conclusion of that particular transaction, i still own ten thousand shares. Of that particular stock, i can go on a web site that shows, you know, market activity. Boone is showing, you know, what’s going on in the stock market and get a general idea of how much that stock is worth in that portfolio. All right. You mentioned the corporate website under investor relations and investor information as one place too. Find this data where else? The government has its sec has its own site. Yes, the sea, which is dot gov does have a database called edgar free edgar’s. So that is definitely something that you can use teo to look for the information and using the website or even going to the corporate website is three. Two d’oh. Okay, edgar, i had always heard of edgar, but i didn’t know that it it stands for electronic data gathering analysis and retrieval. Yeah, that isn’t that smart of the is in that little clever of the sec. They should have, like, make a retrievable info analysis. And there would be maria. There you go. You should have maria get rid of edgar and replace it with maria. Okay, fun. We just have, like we just have about two minutes. Left. What are other sites where you can find this? Even though we’ve already identified some free ones, right? So a fee based site, actually, one that i myself subscribe to because i do so much of this type of research is called ten k wizard dot com and that’s actually part of the morning star document research of companies. So it used to be a stand alone, and now they’re part of morning stars. So ten k wizard, i find to be really useful. Their lowest subscription is roughly four hundred dollars a year, and it enables you to i just like the output of the data. I like the fact that i can put in an insider’s name, and it will show me every place somebody is connected to a corporate insider to lead me directly to the filings. And i can see a pdf copy of the filings. Um, so it’s it’s just a quicker way. So i would suggest for anybody who’s really going to be doing a lot of this, you might want to consider a subscription service, okay. Oh, really? They just worked. Works better than the edgar site or going to the companies. You know it, i think it just points to a lot of information very quickly. So as opposed to trying to sort through the information on the corporate side, etcetera, teo, sort through, say all the form four filings that exist on a corporate site to just see well, because it’ll just say form for, you know, and say the filing he’ll need to try and figure out what is this filing related to the person that i’m researching right now? Yeah. So, it’s, just the way you go about the research, i think it just becomes a little bit more efficient on some of the paid resource is maria sample is the prospect finder. You can follow her on twitter at maria simple. Her sight is the prospect finder dot com always a pleasure. Thank you very much, maria. Thanks so much. Have a great day. Thank you very much. I’ve got more live listener love newport, north carolina, cincinnati, ohio and reston, virginia. Thanks for joining us. Live. Love going out to you listeners in japan, metallica, tokyo for pete’s sake, it’s almost two. In the morning there. What do you what do you doing up listening to this why are you why are you listening? But i love that you are. Thank you very much next week. Intuitive brainstorming. Karen garvey is an author, speaker, intuitive and coach and we’ll talk about the new brainstorming and jean takagi returns he’s, our legal contributor and principal at the non-profit and exempt organizations law group in san francisco, and we’ll finish our discussion of the dan pallotti video. The way we think about non-profits is dead wrong started that last month when he was on insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen, each week you can contact me on the block if you’d like to talk about sponsoring the show. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next week on talking alternative broadcasting at talking alternative dot com. I think the dude getting ding, ding, ding ding. You’re listening to the talking alternate network duitz waiting to get in. Cubine are you a female entrepreneur ready to break through? Join us at sexy body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and to find your version of giant success with sexy body sake. Sold every thursday ad. Men in new york times on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you 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 talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office 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 thing. Talking all calm. Hyre