459: 5-Minute Planned Giving Marketing & What’s Fair Game? – Tony Martignetti Nonprofit Radio

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This week: 

5-Minute Planned Giving Marketing
The best person to reveal my wildly simple Planned Giving promotion tips is me. (Originally aired 8/18/17)

What’s Fair Game?
Info you find on LinkedIn about a potential donor belongs in your report on the person. What about Facebook and Instagram? What if the tidbit is embarrassing or compromising, but valuable to your org? Should you friend prospects to learn more? Maria Semple walks us through the ethical conundrums. She’s our prospect research contributor and The Prospect Finder. (Also from the 8/18/17 show) 

There’s more at tonymartignetti.com 

455: Online Major Giving & Online Adversity – Tony Martignetti Nonprofit Radio

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This week: 

Online Major Giving
Do you have web forms for your major donors? Our 19NTC panel hashes the pros and cons of automating major giving and—if you decide to expand to online—how to work around the obstacles. They’re Adam London at Project Donor Love; Carrie Rice from Carrie Rice Consulting; and Anneliese Davis with Rahab’s Sisters.

Online Adversity
How do you maintain personal and organizational values when people are screaming at you in the social networks? Burt Edwards, our panel of one from 19NTC, shares strategies and systems that keep your staff, supporters and social ambassadors safe when they speak out online. He’s from Friends of the Columbia Gorge.

There’s more at tonymartignetti.com 

363: Sexual Harassment In Nonprofits – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guest this week:

Lisa Brauner, attorney & partner at Perlman+Perlman law firm.

There’s more at tonymartignetti.com

359: Giving Tuesday – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Jessica Schneider, director of strategy & collaboration in 92nd Street Y’s Belfer Center for Innovation.

Also, Amy Sample Ward, our social media contributor, CEO of Nonprofit Technology Network and co-author of the book “Social Change Anytime Everywhere.”

There’s more at tonymartignetti.com

308: Data Disruption & Small Data Rocks – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Tom Hudson, technical director of thirteen23; Tak Fujii, vice president information technology, and Porsha James, senior manager, clinical initiatives, with Pancreatic Cancer Action Network; and Trevor Kale, chief engagement officer for Springbox.

Also, Steph McAllister, manager, systems and impact reporting, and Andi Argast, national program manager & digital strategist, at Framework Foundation.

There’s more at tonymartignetti.com

124: Social Media Data & Get Engaged IV – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Casey Golden, CEO of Small Act

Mark Davis, director of product marketing for Blackbaud

Amy Sample Ward, membership director for Nonprofit Technology Network

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

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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s january eleventh, the day before my birthday. Oh, i very much hope that you were with me last week. It would hurt me deeply if i found out that you had missed the future of planned e-giving marketing. Greg warner, the founder of marketsmart, shared his insights on multi-channel awareness building, generating and cultivating leads and tracking what works and free radio and tv to boost online ticket sales. Amy spencer, market manager for blackbaud, and kevin russell, professional services manager for blackbaud wanted you to recognize that you have leverage with the media and that’s. Sending press releases is no longer the way to get radio and tv exposure for your event this week, social media data to find advocates, leaders and hidden vips casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud want youto leverage social media metrix to find hidden gems among your constituents. This was pre recorded at the bb khan twenty twelve conference that i was at last october and get engaged for amy sample ward, our social media scientist and membership director for non-profit technology network and ten continues our siri’s on serious engagement through the social networks looking this month at staffing who should do this social network engagement? How much time will they spend and what policies do you need between the guests on tony’s take to my block this week is charitable ira rollover revived? It was brought back in last week’s tax act, and i’ll explain how it works, and claire meyerhoff will be with me to give quick tip on promoting charitable ira roll over donation duitz right now we go into my pre recorded interview with casey golden and mark davis, social media data to find advocates, leaders and hidden vips here is that interview welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we are outside washington, dc at the gaylord convention center and with me now are casey, golden and mark davis closest to mia’s, kacey and he’s, the chief executive officer of small act and mark davis is director of product marketing blackbaud they’re seminar, topic is creating impact with social data identifying and harnessing advocates, team leaders and hidden vips. Sounds very secretive. We’re gonna unpack that. Gentlemen, welcome. Thank you very much. Thank you. Case you want to tell us order audience first. What? What small acts work is sure we were focused in the non-profit industry to help organisations use social media, but also importantly, social data too do better job on social, but also importantly, really realized the value from social and intelligence for all parts organization for direct marketing advocacy campaigns. Okay? And why don’t we stick with you and see hidden pipes is the most sort of interesting part of your seminar topic? What were we talking about? Hidden vips? Sure, so typically within the non-profits they have ah, you know, a large number of people that they received donations from, but they don’t really know the full context of who they are, so they know how much they’ve been given maybe how often or if it’s more than once, but they really don’t know the context of that gift. And so for most often, when we sort of work with non-profits there’s, usually somewhere between one two five percent of their list, that has a really big potential that they just had no idea was there, so they’re kind of hidden. Gems where either they’re a blogger or there very advanced professional in their career and so on. Some really different ways that people are valuable for gun is ations, but they’re just unknown. All the noon was as a donor. Yeah, okay, mark. What? What? What is it you guys are trying to improve upon what we see charities doing incorrectly or not doing that? They ought to be with with their social data? Sure. So where black bod in partnership with small act is what we’ve basically introduced? This concept of a social score and a social score takes simplifies for fundraisers marking professionals and non-profits to really summarize their constituents, whether they be donors or advocates or their supporters into four categories, and those categories span from individuals who are going to be very well, highly connected through social media, those individuals we call key influencers on the second level, we’re going to be those individuals who we call engage er’s. Aii those people that can really expand the message and or holly engage in social networks and the other two categories, which are the masses are consumers, whether they’re consuming from multiple channels, maybe they have a twitter account and have a facebook account and they’re consuming information via by those channels or standard consumers just an individual as a facebook profile. So what we’re trying to really improve upon is having non-profits have a better understanding of their supporter base of their database to understand how these individuals were interacting through social media, okay, and scoring people not unlike you would with a screening for financial wealth. Yeah, way talking, something analogous and absolutely so you know blackbaud we have a whole number of financial scoring metrics, whether it’s wth e-giving score where we could understand people’s based off of their ability to give and their interest to give, this really has to do with understanding and individuals can activity and the reach through social media, how many people can they reach and through their friends and people are following them, but also more than just how deep is that reach? How connected our lead these people are they are they just tweeting once once you know, month oh, are they really tweeting every single day? And they have a very strong connection. So really trying help non-profits find their justin bieber’s in starita base, ok? And now an example. Ok, a great one, but we’ll work with it. It makes the point now, so i around around different social platforms, i do see companies that are trying to tell you how deeply influenced you are deeply influencing you are, or how deeply influencing let’s say in twitter, your your followers are, which, which is a measure of how deeply influencing you are as well, but you’re trying to coalesce this all together, i guess, yeah, so i think the value to is that it’s not just a general influence and i think the big guy of working in partnership with blackbaud is that it’s relating influence on social to meaningful things inside the non-profit to sustainers programs to annual giving to advocacy efforts, and i think that’s really makes it different from any other type of influential rating where it’s not just dozes person connect, but it also incorporates their relationship with the organization and really kind of bringing out the best and how they can sort of be engaged in a win win relationship. So we really try to help take that influence and really could use that in a meaningful way. Okay, now. Mark, is this a is this a blackboard product that what’s the name of the product? That’s called the social score and it’s available through our target analytics, who as you for mentioned the data screening around wealth, they provide the same capabilities for non-profits around wealth screening and that same organization could now provide this opportunity around social going now help listeners understand what’s the relationship between target analytics and what they’re probably most familiar with is your razor’s edge product what’s the relationship between those two? Sure, yeah, analytics and absolutely so. Target analytics is a division of black bug that focus is really on a number of areas, but in particular, talking about modeling. It also talks about data enrichment services, which we talked about, which is really taking your database within the razor’s edge, and the targ analytics team can add new data that you may not have like everywhere from the age or e-giving are they’re giving in other organisations or, in this case, obviously social media connective ity ah, and also the targ analytics team can help on organization with the razor’s edge database, analyze and kind of predict predictably modeling understanding hey, these are individuals who you think you should talk to a little bit more. So when you’re talking to people about in blackbaud about target analytics, you could say that you want to include the social score absolute or it sze already included no itt’s an add on it’s, a new data service that blackbaud much early this year and partnership with small act on dso that’s an add on service and we could talk about the logistics and how it’s doing its really easy, actually, so really, all organization needs to do is to give blackbaud a database of file and really all we need in order match up the social score and a whole bunch of other data really have to do a social networks is just an email address, so we’ll take that e mail address and then using through small lack service, we provide back to the non-profit all ho, ho ah, whole host of information that is all publicly available so we don’t get in and, you know, access data that may be on the facebook’s on individuals facebook profile that’s not publicly available if it’s private setting, we don’t have access to it, but ifit’s publicly available, we have access and we’ll and we’ll give that information. And also, as i said, the social scoring there’s some calculations associated with that. Okay, now, casey, obviously a lot of the work is proprietary, but sure you can. You can you tell us what you can about what small act is doing with that email address? To come up with the social score for each person? Sure. So a cz mark said everything is it’s possible to do this all manually. So just taking, you know, maybe fifteen, twenty, thirty minutes to sort of go to your google searches and find things out there. So what we do is we mapped an email to the social networks that are sort of publicly available and connected. We also then go step further where we actually take a look and at the person’s pope behaviors. So there’s, the first step is to kind of create the blueprint of where this person is a member of and how they socially network. The second step is to understand their engagement, their networks, they’re reciprocity levels, all those types of things. It was really creative, valuable influence or a person who can engage your content or what style is really going to best fit so that’s kind of where we do the blueprint and then we sort of color in the different pieces with a little bit more analytical. I’m understanding of what they talk about, who they talk to, how often you know how much they share and how much people share with them, etcetera. Ok, and how deep are you going into social sites that aren’t particularly common waken all name the easy ones off the top of our heads, but into our maybe kora is one, but how deep are you able to go? Yes, so so we so at a sort of maximum capacity that we find somewhere between twenty to twenty five different networks. So, interestingly enough, you mentioned cora when we’re working with national wildlife as one of the interesting things found in that analysis, those who had a membership encore actually gave significantly more so is very interesting sort of subset of them that they hadn’t even thought about before could sort of minor network pompel yes, oh, it’s comprehensive that way, but but it’s a full set talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of two one two seven to one eight, one eight. Three backs to one to seven to one, eight one eight three. The conscious consultant helping conscious people be better business people. 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. 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 okay, now tony martignetti non-profit radio i have drug in jail, which i’m probably guilty of myself because quarrel, because it’s not that well known it is among some circles, but it’s, not another. So it’s it’s first for listeners, it’s spelled qu o r a and casey, i’m going to ask youto back-up we participated on ly very lightly. Why don’t you explain how quarrel works and why it might be valuable for charity? Sure. So i think there’s a, you know, a different couple way to ways to describe it, but, um, in viewing it from our perspective, there’s a lot of thought leaders there, right is people have opinions who have something to say and usually it’s not just chatter, conversation it’s usually a bit more meaningful, sort of kind of like a conversational sort of dialogue versus just chit chat back and forth and that we found theirs or some really interesting again thought leaders, not just conversationalist. Perhaps they really kind of put a lot of time into that. And who were some of the thought leaders in the charity community? I mean, there’s there’s a lot. I mean, it really depends upon the specific. Area, you know, and it’s so arranges across board weathers healthcare or some sort of education or or different wildlife related organizations. Okay, mark so now we’ve identified why don’t you give the four categories again? Just perfectly just take those off. Yeah, so the four categories at the top of level, which represents approximately about andi, this is based off of data from blackbaud is small, like customers we evaluated, but in general, about the top one percent of an organization’s database are those individuals who are going to be key influencers and that’s, the top of the pyramid, these worthy individuals excuse my example, but justin bieber but justin bieber’s got all the twitter followers he’s got everyone who tracks he’s very active on that example. It’s a terrible example. I got craig newmark founder craigconnects. Would he be a key influence? You use him? He’s. Been a guest on the show twice. Actually, fair enough. Fair now is so much better. You can just say i have not had just okay, way turned him down. Actually, i would if you okay, so so that’s. The key in florence. These air individuals who are again have a wide audience on their generating lots of content and their and their content has, you know, lives through a very viral method in terms of it gets kayman to be connected and repurposed to the next grouper engages these are individuals who represent about five percent of the population but actually generate over nearly eighty percent of the content. So these are people who are in there doing consumer reviews, they’re they’re they’re they’re updating constantly through facebook, they may not necessarily have a cz wide of a range of connections is the key influencers, but they’re they’re they’re they’re level of engagement is so high that they become influential and influential in terms of the metal content of generating and then flows that can have and then the other two categories, which are the masses roughly between forty run, forty percent are going to be the multi-channel consumers, these are people that we would described as being on, you know, multiple major networks, so they usually have a facebook and at length in profile, or they’re made perhaps the twitter profile and the last one at least the standard consumers these are individuals who are kind of basically arm or most comfortable and stay in one particular network. And there these these blast two groups of people not necessarily creating lots of content, but they’re consuming content, and they’re they’re using facebook and lengthen all the social networks to to be connected with obviously all their friends and family. Okay, i’m going to take a risk here now and tried to put myself into one of these categories. So this podcast gets about eleven hundred, listeners per per week between it for two years. So we have over one hundred, one hundred episodes, is weekly. I’m totally you know, if i end up on this on the standard consumer, i’ll really be disappointed as a standard consumer. Have a block that gets between thirty, five hundred for thousand unique visitors, not hits, but unique visitors per month. Twitter. About eighteen hundred or so followers following about six hundred, people. Facebook doesn’t matter facebook radio show page has just about just scarcely eight hundred likes dahna number of likes, how do i reach that? I’ve each key influence or casey? I don’t know, i’m not you know, i didn’t mean that i really didn’t mean your floats because that’s great new mark die reaching gauger could i be engaged or status? Get so so actually doing a little bit of profiling on you prior to this, you would definitely be actually in the key influence or category mean craig newmark is, you know, like point. Oh, one percent. Yeah. Absolutly, congratulations. Yeah. No, i know where the segment if you don’t say that. No, i can i can send you a profile. Right? So we were naming the rial outliers. Yeah, among them. We knew all that already way on everything you told us. We already know that. All right? Because if you came on and said, you know, key influencers were, like twenty martignetti that would know no it’s one percent. It doesn’t make the point we love we lower the bar a little mean that lower the bar that’s the wrong way. But obviously, you know the key influences you don’t have to be the super super keum ok, that’s cool. All right, thank you. All right, so now we have these people categorized, we have our follow-up gotta go, mark what’s what’s let’s get started with some advice on what to do with this information. Now, that’s valuable, sure and that’s, you know, our session really, and goes into a lot of that because what we want to do is we want obviously educate non-profits in terms of that, that this information is available, that it is useful, but obviously a lot of non-profits they’re most interested in, you know, how does it how can i use it to find advocates and volunteers? Almost specifically, how can use it to help my fund-raising so with with the work and partnership with small act and all the organizations that we’ve worked with jointly together, we’ve begun to understand that this information is valuable because they’re certain key attributes and trends that these different groups they follow. So we tracked and analyzed individuals based off of their fund-raising potential so is it could potentially this scoring and and the presence of these individuals on certain networks could that actually be a predictor in terms of the ability to give so good example that is linked in lincoln profiles individuals who were on lengthen generally based off the data we’ve seen terms customers have use of the information these individuals have hyre lifetime value and they give hyre average gifts makes sense, right? Because they’re employed, they’re obviously well connected through through the workplace they care about their career. So therefore, these individuals are generally speaking, going to be more wealthy, so that’s a very easy example, more complicated or more sophisticated example, certainly not complicated, but definitely more sophisticated argast examples would be the correlation of an individual who was highly connected, whether the key influence you are engaged or francis the top tier and their ability to reach individuals and, say francis a peer-to-peer fund-raising event. So another group of organizations that we’ve been working with a lot have had a lot of success on this is using it to predict hey, if i’m highly connected, if i can create a network of people through facebook and twitter lengthened, for instance, or thrown blawg then very likely i knew a lot of people and if i know a lot of people than likely, i can probably know i can reach a lot of people to ask them to give me a gift. So if i’m walking for susan g komen race for the cure or make a diabetes association american heart association, these types of organizations can use this information to predict who would be good team captains potentially for walk because these individuals, naturally a good recruiters are very sociable. So it’s a very good predictor like that, and the third good example, by the way highlight that really gets a lot of non-profits thinking is the multi channel consumer. This is not a key influencers not engaged, but that third level there’s a lot of them out there, i feel bad for them as a gay influence, right? I feel bad for the multi-channel consumers well, there’s a lot of them so, so sad that it’s almost a pity that they outnumber you quite a bit, but it’s a good predictor because a lot of non-profit struggle with who our who could they connect with through online channels? You know who’s going to be a good individual who may give an online gift who may be an individuals who will consume email and communications through the online channel. So a lot eso organise you’ve been working with have been using that to predict who could be a good opportunity to give a sustainers gift ah, monthly online gift, which is very valuable for non-profits because it’s it’s recurring revenue at sitting it’s in a longer term engagement with the non-profit and they an individual who’s willing to say, i’m going to give fifty dollars, per month for the next five years is actually worth a lot more than a vigil is going to give a onetime get to six hundred dollars, because they have that that that that connection not that you ever ever used that term, but that commitment to the non profit organization. So a lot of the information we’ve been receiving from organizations is that that multi-channel consumer there used to be an online and they’re comfortable being online. So that’s a good predictor of individuals you khun target for those types of online campaigns? Okay, interesting. Now, what i didn’t hear you say is that you approach them about using there networks or talking to their networks about your work directly, yeah. Trying to help you spread your message through there through their networks, but in a more explicit way, you’re trying to do it suddenly it sounds like, you know, all three of those examples they are i think of it this way, an organization that’s using the razor’s edge or, you know, using whatever databases here and system they’re using this is additional information that can help them target those people for specific existing campaigns. What you’re talking about, which i think is also is a very good example, which i know casey likes to use, the term citizen journalists is finding those those top tier individuals who, you know they’re in your database. So how then your database, how are they connected to you? Can you start cultivating these people to be an extension, really, of your marketing? Can they get out in front of a news story or potentially some sort of of conflict or something like that where they can actually help think newsworthy that release where they either if not directly to your charity? Certainly to the work that you’re doing and how can they help spread that they could spread the message that could spread? Your message, they can connect, record their people, they could potentially become an advocate for your position. It happens to be in conflict with something else that’s going on, maybe that’s newsworthy case if you got a couple a couple examples to, it really also gives local smaller non-profits the ability to understand so one example is maryland public television buy-in working with them, they will there find this key blogger who lives in baltimore, where they didn’t know her so sophistication and she was a key influence, sir, they’re engaging her by just calling around say, hey, come down to our facility and see what we do and understanding she’s big on a lot of sort of sort of women’s issues and programming and things like that. So the key is when you find these influential people make sure that whatever is you’re asking them to do aligns with their existing passion, you’re not going to change their heart, just giving them a place to share their heart and really kind of connected with your mission that’s where i’ve seen a lot of really great things happen in another panel here, so the exact same thing really kind of working with where they are emotionally and in matching up your your mission how that they’d be happy to promote it number one because they’d be more likely to do it, but number to their audience knows that they’re an expert on that or that’s something they really care about as well. Casey, what is it you love about this work? What makes you wake up every morning? Motivated? Sure. Honestly, i really love helping great organizations who do great things in starting this particular company that’s. Why? Folks? Dahna non-profit industry instead of a lot of other compelling, you know commercial areas. Because all you know there’s on ly non-profits you have on ly non-profits and and really me nose was being with someone from st jude today anything we can do to help you know kids go through that life experience better and like that’s. Awesome it’s. Not just a job. It’s it’s. A life experience and so that that’s what makes it worthwhile for us? We have to leave it there, gentlemen. Thank you very much. Casey golden is ceo of small act and mark davis is director of product marketing for blackbaud. Gentlemen. Thank you. Very much and yankee has been a real pleasure. Tony martignetti key influencers. Tony martignetti non-profit radio coverage. I’m gonna change the show of b become two thousand twelve. Uh, thank you very much for being with us. My thanks. Also to everybody at black bart, who helped me with the full day of podcasting at their bb con conference. Gotta send live listener love before we go to a break. Oh, my goodness! Los angeles, california. Littleton, colorado st petersburg, florida. New bern, north carolina. Live listener love also manila in the philippines. Taipei in taiwan. Shenzhen, china. Chung ching, china. And for those in taiwan and china. Ni hao, seoul, korea. Manu haserot, montgomery village, maryland. New york, new york hey, what you doing out there? Hello? Right now we take a break when we come back, it’s, tony’s, take two and then it’s amy sample ward and we keep talking about getting engaged this time talking about staffing for your social engagement and stay with me. I don’t think that’s a good ending. You’re listening to the talking alternative network duitz get him. Things. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medication? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. You’re listening to the talking alternative network. Duitz lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. Time for tony’s. Take two on my block this week is the charitable ira rollover revived this way of giving directly from your ira to a charity was part of the american taxpayer relief act of twenty twelve, which was passed last week, passed by congress, signed by president obama and what it actually is is a distribution technically it’s a distribution, not a roll over. So i call it a qualified charitable distribution because that’s the language in the in the act to do this, your donors have to be over seventy and a half. They have to use an ira or a traditional sorry, a traditional oer a roth ira. So the simple iras and the sep iras are not permitted has to be a traditional or roth you. Ah, each donor can do this up to one hundred thousand dollars per year. That does not have to be to the same charity. Khun b multiple ira’s khun b multiple charities, but the total is one hundred thousand dollars per ira owner on the distribution has to go directly from the i r a to the charity there’s, an advantage that you may want to capitalize. On in the month of january, if people make a qualified charitable distribution before february first, then they can count it toward two thousand twelve, so if they didn’t want to eat up there, two thousand thirteen hundred thousand dollar max, that could count gif ts that they do in january for last year on also if somebody took a distribution in december, if they were, whether they were required to or not. But if they just took a regular distribution from their ira meaning they took the money for themselves, and then they could use all or any part of that december distribution to be a qualified charitable distribution, they can convert it. So now why would you want to do that? What’s the what’s the advantage? They’re two advantages. First, all these qualified charitable distributions are exempt from federal income tax. They’re outside gross income, so not subject to federal income tax, and also they do count toward your donor’s required minimum distribution. A lot of people just refer the acronym r m d and for people who are required to take out more than they want from their ira or more than they need from, they are ira, this could be really advantageous because this gift to charity counts toward that our md that they’re having trouble using they’re forced to take it, but they don’t want to take it. They can use this, tio, eat some of that up. So those are some of the fine points of the ira charitable giving for two thousand thirteen and, um, there’s more on my blogged at tony martignetti dot com and as a special little extra. Benny, we have first guest who’s, part of tony’s take two it’s appropriate that that declare meyerhoff of course she’s, the creative producer of the show, and she’s, the principal of the plant e-giving agency specializing in marketing communications around planned e-giving. Claire meyerhoff. Welcome back. Thanks so much, tony it’s, great to have you have me here. Yes, well, i have you. You don’t have may let’s, not let’s. Let’s. Keep the roll straight. You’re my guest and i’m very happy to have you here. So what should charities do with this charitable ira? Roll over. Well, i really see this as a bonanza. Will the communications, marketing and promotional bonanza for savvy fund raisers or other people at your non-profit? Eso the first thing that i’d like to do is really think about this as a way to up your communications with your people. And how about a boardmember that you’ve been trying to kind of, you know, get on your side and do a little bit more fund-raising how about how does that sound? Tony used to get a fundraiser on board, use it for a boardmember so, avery, simple tip. Okay, how are we going toe simple like action steps? Because you and i are always talking about the value of news when you have something newsworthy. That’s a good time to communicate with your with your donors and prospects. Right? So this is news you can use to your advantage, and we get so little news in planned giving, so we may as well take advantage of it. Okay, way. Get so little news and fund-raising or any other kind of ways to communicate with our donor. So this is really great. Okay, what should we do? This is what i think someone should d’oh. They should take a look first at your database. Basically, who has been making these types of gifts in the left? Five. Years at your organization. Do you have one eye? Are a gift. Do you have ten? Do you have one hundred? So that’s the first thing take a look at what your history is so let’s say you have five gift in the last few years. This is the perfect opportunity to say thank you to those people and see if you can get them to make more of these kinds of gifts and now you have a reason to call them. So give this little task to that boardmember that you think is, you know, up for the for the challenge, and it gives you something to talk to them about. You could do in a casual way. Say, hey, you know what, here’s some good news for our organization. Thanks. Thanks to congress and talk about it a little bit and then ask them, what do you think about that? And then tell them the history. Say, you know, over the past five years, we’ve had four different people that have made this type of gift biggest gift was, you know, eighteen thousand in the smallest gift with one hundred dollars, and one lady did it three years. In a row, like, give him a little background and bring the men and say, you know, this is a really interesting way to give, don’t you think? And they’ll say, yeah, i didn’t even know about it, so now you kind of brought them in, and so what you do is just say, hey, could you, you know, call these people and have a conversation with him about it, and the first thing they want to do is you want to thank them, thank the donor for making this unique type of gift and then give them the news. I just wanted to let you know congress is past, you know, twenty twelve taxpayer relief act good news for our charity means people can make this kind of gift and that’s wonderful, because that helps us steve moore family is right now or something else that whatever it is you’re doing right now, save more dogs, feed more families, build more houses, and then you want your boardmember to listen to what the donor has to say just stopped talking after you say what your mission is on and listen and hear what they say and make them feel. Good about their gift, saying, you know what? That was a really smart thing for you to dio. How did you know to do that? And now the donor has to go. Well, you know what my advisor told mei or someone in your organization told may or i did it for some other organization ten years ago. So now you have more information from them and that’s. Great. So that gives you an opening to ask them for a gift for this year. Okay. Very simple action. Step from the principle of the plan. Giving agency clear, meyerhoff. Thank you very much. Thank you, tony. You’re the best. Thank you. A little more. Live listener. Love going out. College station, texas, brooklyn, new york. Troy, new york, tokyo, japan. Konnichiwa with me now is amy sample ward? You know her she’s, our social media scientist she’s a membership director. Hey, how are you? I’m okay. I wish that i was in the studio with you today, but i was feeling a bit contagious and so decided that maybe putting a phone line in between us would be better. All right, i appreciate that. And so does everyone here, amy. Of course, is the membership director at in ten non-profit technology network, and she is co author of social by social ah handbook on using social technologies for social impact, you’ll find her block at amy, sample ward, dot or ge and on twitter, you can follow her. She is a at amy r s ward what’s the r for amy r s ward it’s for rene. Amy renee alright, well, welcome back to the show. Thanks for having me great every month we have you, of course, and we’re talking. Yeah, i’m glad you think so. I do too. We’re getting engaged, getting engaged part for we’re talking about staffing this time. What? What? What is your advice for getting started on figuring out who should be staffing social engagement? Yeah, i mean, i it’s a question that i actually get asked all the time. You know, i think people have gotten somewhat used to at least aware of all the conversations happen about which tools and how you know how some organization is using their facebook page. Or you know how someone has run a contest on twitter that now a lot of the questions are more like so who who will do that who’s actually going to run our contest? Hundred er who’s goingto set up our facebook page and the there is kind of this general sense that because these air, newer tools we should have, you know, those really young people just out of college or, you know, the board members, kid or whatever, you know, they should be the ones doing it, but they’re just so naturally savvy, but at the end of the day, what you’re really saying is, you know, you want those most public, most social, most very personal channels with your donors here, supporters, your longtime activist to be managed by someone that isn’t connected to your mission that isn’t part of your staff that isn’t seen all the other work that you’re doing, because ultimately, that person that’s managing those social channels is also listening and is able to kind of, you know, tie things together across the organization because they could say, hey, it looks like a lot of our facebook fans are talking about this new programme and we haven’t even announced it, you know, on facebook properly, what should we do? They’re clearly excited and can go to those program staff, you know? And if that person that’s that’s managing those channels is really just a volunteer or a new intern or, you know, someone that isn’t fully in the organization, they’re also not in a position to make those connections, nor are, you know, is the organization setting them up to be out there, you know, connecting on behalf of them right now, let’s, let’s think of the smallest organization, maybe really just one or two people, the best they can probably do is hire somebody to be to do this part time, right? So part time would be okay for you. You wouldn’t object to that? No. You know, i don’t actually think i mean, sure, if you have ah, if you have the capacity to have someone managing all of your social activity full time, then you know, i’m not certainly going to say, don’t do that. I think that is terrific, but if you are one of those organizations, you know, you’re one full time person and then a part time person and, you know, you don’t really have a lot of capacity. That’s fine. You can still succeed. You can still valuable have valuable engagement with your community, even if you’re not doing it all day long, but again, it needs to be someone that is sitting in a staff meeting so that, you know, when they start tweeting about that program, they actually know what the program is, you know? Or, you know, conf feedback into what’s going on so it’s less about how much of the time you’re doing it and more that the person who ultimately is out there engaging in posting content is the rest of the time also, you know, involved with that, and that relates teo, a couple things that you and i have talked about in the past first, you know, going back a ways, you know, of course, every charity doesn’t need to be on every social network you use, the ones that are most valuable for you. And, you know, you and i have been through that and use the ones that you are going to be most effective at and have the time for. So, you know, we have to pick these things judiciously. Andi also relates to what you and i talked about last show on talking about engagement, which was december fourteenth that all this needs to be tied to your mission and basically you’re saying today that the person who’s managing this for you also needs to be tied into your mission because they’re actively involved in your office day today or on a part time basis exactly. I mean, when that person, you know, for example, posts on facebook, great, we have this new program and then immediately, you know, people that are in support of it but have questions about a bit are posting those questions on facebook that person can’t just say, well, i was just, you know, my job for today was just a pose, that announcement, you know, they need to be able to get in there like we’ve talked about in in previous shows, you know, tohave that rial time engagement to show publicly that they’re responding to those answers, and the only way they can do that is if they know more about that program than the announcement they were given, you know? Yep, yep. Okay. Now, if we are going to use an intern, i mean, we certainly could plug the intern into the day to day office work the way you’re describing, right? I mean, we wouldn’t want to turn down the intern. We just we wanted going to engage them the way you’re explaining. Yeah, and i, you know, i think that that’s a great point and i definitely agree i think that the question or the potential issue that comes up for organizations that do put some of that social channel management into the interns plate in addition, you know, to knowing about the programs and green involved with the rest of the staff, is that internship by their very nature are normally for a semester, you know? And so at the end of that semester is doing the next intern know what was going on? You know, planning for continuity in that voice online is much harder when you know, every three months there’s a different person behind it. So, you know, i think that’s more of a struggle for organizations than just having, you know, part of a staff person job to be that because there’s a bit more continuity there because that person doesn’t change. I hope that person is not changing out every three months. So part of that khun b documentation and making sure that whoever it is in turn or otherwise, who’s manages managing those channels, you can have some qualitative components to their weekly metrics or whatever they’re tracking that says, hey, i’ve noticed, what can i say? Things like this? I get a better result so that that new person that comes in just three months later doesn’t have to relearn the kind of, you know, words that the community were sandra, or the kinds of words that maybe they shouldn’t use. You know, some of that more qualitative. I’m sensing this there. I’ve noticed this so that it’s maur. Now i don’t want to use the word documented, but it’s well and there’s continuity transparent for other people, okay, yes, yeah, okay, all right, you’re right, important qualification around use of of interns or anybody that’s going to be limited time. We’re going to take a break and amy sample warden, i’m going to keep talking about getting engaged in around your staffing. Stay with us. You’re listening to the talking alternative network. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back, more live listener love going, teo kind of god would japan konnichiwa monisha ali’s, columbia ola bueno start is on somewhere in the uk we can’t tell exactly where somewhere in there there’s someone listening and roseville, california power river, british columbia welcome all live listener love and, of course, there’s live listener love right here in the studio from altum pandu jersey, because my parents were here and from indianapolis, indiana, because my wife is here. So amy rene sample ward, we’re glad that you didn’t come with your sickness. Thank you. I am sad because i wanted to meet everyone know? Yes, we were looking forward to it, but we’ll arrange something else. Um, let’s, keep talking. Obviously about staffing. So we know way. Understand your ideas about who should be doing it. You and i have touched on this subject a little bit about policies, but not in a lot of detail. I’m sure there are policies around who owns the account. What types of things are appropriate? Why don’t you help us understand that? Yeah. I mean, i want to start at where we kind of left with the intern conversation. You know, if this is a really small organization, and you’re really just getting started. What happens most often is someone creates, you know, a twitter account, for example, i’m going to excuse myself so say i was a one and a half person organization, we were just getting off the ground, i just wanted to have a way to kind of create buzz and make sure i was listening to the community as we were starting our organization. Your this is your caligari ate my twitter account using my name and because that’s who i am and, you know, we don’t really have a lot figured out just yet, just getting off the ground and time passes, our organization grows, and now it may be a year later and i have staff and the staff are saying, great, we want to set up, you know, a twitter account, but now everyone is just following you as a person, which is fine, but, you know, then you don’t really have the framework remind, you know, in those channels to transition the community very easily and, you know, so i’ve seen organization struggle with that when they get to that point of, like, oh, gosh, everyone’s following this person. But, you know, we want to open the conversation up so it’s not just them, you know, tweeting during the day about work and then tweeting in the evening about the baseball game like, can we? You know, let’s transition to a formal organizational account? But how do we, you know, get those people over here without them just dropping off? So, again, some of that continuity planning has to happen in the beginning where, you know, where do we want to go? How do we want to set up these channels? And part of that is in the policy so that whatever policy you create when you first get started, you know, this is maybe just focused on twitter and facebook, but it’s set up so that, you know, the protocol of grated uses are, you know, funders of our logo and it has a photo of, you know, the staff page, maybe and whatever and that way, anytime in the future, when you add new channels or you want to try out a new channel that’s just, you know, magically appeared on the internet one day staff for you as that hit didi. And the baby can follow the same will know that you’re not setting it up to go in all different directions. So that’s one version of the policy, you know, if you’re a small organization, just setting up accounts at all on the other side of those organizations that have accounts already and have staff that are trying to use them. So what are those policies that support? Like we were talking about the continuity, but then also support staff knowing who uses these channels? Because if they feel like they’re supposed to be using them and they don’t want to, then you just create that animosity of hate twitter and i were apparently all supposed to use it. Normally you’re not awful, steve, you’re just, you know, need to have some resource is internally, so they know great. These are the people that tweet for this program, and this is the person who sends out, you know, the email promotions for this other program, and whenever i have content for them, i can go give it to them. But you’re not saying great now we have the social channels is an organization, and everyone has to use them, okay? Okay, what about let’s go further in these in these policies, working from home you as membership director of inten you do you work from home on ten is very distributed lots of organizations are what about policies around home usage and and using your home hardware? Yeah, so we have organizational policies about the, you know, actual, like computers and phones and printers and stuff that we have in distributed staff home, but when it comes to engaging online, if it can be helpful in a way, because our policies are that, you know, if it’s east coast time and i’m awake, even though i’m not the primary voice on our social channels, i watched that much more closely when i wake up in the morning because i know megan, who does support our social channels who’s in san francisco is not awake yet and because we serve members all across north america and all across the world, really, you know, we want to make sure that not that we’re saying everyone has to be plugged in twenty four seven checking, you know, checking twitter at eight a m on a sunday, but if it is a work day, and i’m already awake and working. I might as well have that window open so that i can make sure someone is being responsive and that you were there to answer questions. And once megan wakes up, we kind of hand the baton across the country, you know? And then she can take take it from there. All right? All right. We have just about, like, a minute and a half left or so how do we how do we predict? Ah, speaking of time, how much time this is going to take for the for the staff person? Yeah, i think that the best is to start small it’s also best, you know, i think we’ve said this on the show before, you know, don’t by listening, you know, service that is thousands of dollars. If you haven’t even started listening to free, you know, via free tools yet or, you know you haven’t investigated what’s even in your google analytics before you go, you know, try and buy some extra tools that the same is true with staffing, i think start small, especially if it is someone that’s already on staff, so you don’t have to go try. And hyre a new person when you don’t yet really know what you’re looking for. So even if it’s just thirty minutes a day, you know, five days a week that’s dedicated to that effort so that whatever staff person it is that’s doing that can can be active can be engaging the community, but can also be saying, hey, i think it really for our organisation and for the amount of community we have, i really think it needs to be two hours a day, and i can’t do that, or i’m fine half an hour a day or, you know, maybe hey, this thing’s full time, i you know, through doing it half an hour a day, i’ve seen all that we have going on, and this is i can help structure that job for this new hyre so i would say start small, even if it’s just thirty minutes to an hour a day with an existing staff person so that you, as an organization can say, great. This is really what we need this job to do because some organizations have, um, a staff person that manages the social channels as well as a program area. Okay, meantime, organizations have them, you know, they’re on the communications team, and they’re often doing some of the email marketing, but then also the social channels and the organization that is dedicated to those online profiles way have to stop. We have to stop there, amy cookie cutter the answer for organizations that they need to try it out internally just to figure out what their need is before they could fill it. We have to stop there, amy sorry, amy sample ward, you’ll find her blogger at amy sample ward, dot or ge, and on twitter she’s at amy rs ward amy run a sample ward. Thank you very much. Thanks tony. Next week, e-giving twenty twelve and a twenty thirteen forecast rob mitchell, ceo of atlas, of giving, returns to review last year’s fund-raising by sector and mission and state, and he’ll give us his forecast for twenty thirteen i’m pleading, can you please rate and review the show in itunes? I know you don’t have to go there anymore because you’re listening by podcast most of you, but if you could make the trip, i’d be grateful. Make the trip to itunes rate and review the show live listeners, please. When this show is over, open a window. Goto itunes rate in review give us a one through five star rating, please, wishing you good luck the way performers do around the world were still in serbia, bosnia herzegovina, montenegro and mathos. In serbian, the language of those countries break a leg is slow, may know goo. So, for this week, i’m wishing you slow me. Nobu. Our creative producer is claire meyerhoff. Key influencer tony martignetti. Sam liebowitz is our line producer, and the show’s social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i very much hope that you will be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the ending. You’re listening to the talking, alternate network, waiting to get me anything. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you 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. Hey! This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s, time for the truth. 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 it’s, provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about so gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education listening. Tuesday nights, nine to eleven. It will make you smarter. Told you.

109: Small Shop Planned Giving & Events Technology – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Claire Meyerhoff, principal of The Planned Giving Agency and creative producer of Tony Martignetti Nonprofit Radio

Scott Koegler, editor of Nonprofit Technology News

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

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Metoo hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent friday, september fourteenth. Oh, how i hope that you were with me last week. I’d be devastated to hear that you had missed get out and communicate positively. Sharon abbott is the author of mixing it up the entrepreneurs new testament and her strategies apply to small and mid sized non-profits as well. At the next-gen charity conference in two thousand eleven, she and i talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon’s e sharon even read my face to tell me what kind of a communicator i am. You see what i put up with for this show face reading and secrets maria simple is the author of panning for gold. Find your best donor prospects now, of course, you know she’s, our prospect research contributor. Last week, she panned for research gold in sec corporate filings this week, small shop planned e-giving claire meyerhoff is principal of the plant e-giving agency. We talk about marketing gift planning in ways that are not same old, same old for small and midsize charities. Claire turns the tables. And interviews me from last year’s national conference on philanthropic planning and events technology. Scott koegler returns to help you with event planning, use free tools to collaborate with the volunteers, employees and vendors who are putting your events together. You know, scott he’s, the editor of non-profit technology news and our technology contributor on tony’s, take two between the guests. I blogged this week about a really helpful analysis of constituent relationship management that cr m software, published by idealware that they published the analysis. I think it’s very good, and i’ll talk about it. Use hashtag non-profit radio. Join the conversation on twitter, you know we take a break right now. What you don’t know is that when we return, it’s clear, meyerhoff, small shop planned, e-giving stay with me. They didn’t think the tubing getting dink dink dink, you’re listening to the talking alternative network e-giving. E-giving cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Duitz no. Welcome back to big non-profit ideas for the other ninety five percent. It just occurred to me. I forgot to say i’m your aptly named host. You probably knew that right now. I have my interview with claire meyerhoff. You know, whereas the creative producer here, but she’s, also the principal of the plant e-giving agency. And we talked about small shop planned e-giving. This is tony martignetti non-profit radio coverage of the national conference on philanthropic planning. We’re in san antonio, texas. The conference is sponsored by the partnership for philanthropic planning. My guest now is claire meyerhoff. Claire is editorial director of the plan giving company. And she also has her own the plan e-giving agency, which she is principal of claire meyerhoff. Welcome to the show. Thanks so much. And, tony, i’ve brought a very special gift for you from san antonio. It is a law badge, texas ranger. And it says, tony, it does say, tony ship a texas ranger. Tony okay, now, now you know why claire is also in her credentials. Creative director for this show. Because she brings little things like this. Now. Yesterday was her birthday. And yet today, she’s bringing me a gift that is just the kind of gal i thank you from my texas ranger badge. Howdy, partner. Put in on that. Looks great. Now everyone will know that you’re a texas ranger so you can go arrest people and put them in george in jail. That’s. True. I could use this for dragon jail. Yes. Now i just need a little set of keys. I always wanted a little set of warden skis for jargon. Jail. Okay, um, so what messages have you been hearing consistently at at the conference? Claire? Well, something i’ve been hearing at the conference is that people really want to take it up a notch. As far as their marketing. We’re hearing that aa lot of people are doing more advertising say within their organizational magazines, and they’ve been doing the same old ads forever, and so they’d like to do so something a little bit different. So that’s something i’ve been hearing, just sort of on the street just from chatting with people. Yeah. Ah. And what are they? They have any intentions or ideas about what the difference is? What everybody wants to do something different. What direction? Well, i think that they just don’t really know their plan giving people they’re not they’re not don draper, they’re not darrin stephens from the mcmann tate advertising agency, so they need a little bit of help and that’s, what i really like to do is doing ads. I just did one for north carolina state university, and when i was talking with my client about what kind of ad they wanted to dio b sanford who’s, thie associate director there, said, you know, i’ve always loved this statistic about how people spend more time planning their vacations than planning their wills. And he said, that’s a that’s, a great thing. What if we did something with that and then drove people to your website to the will planning tool that you have s o choose one thing and then geared towards that? So we came up with an added so it’s, a woman on the beach he’s, you know, in her fifties and she’s cool and she’s on the beach, and it says two hundred forty three number of hours she spent planning her vacation than its xero number of hours spent planning her estate and then the copy, something like she has everything she needs for her dream vacation, but she doesn’t have a will she’s not alone, sixty five percent of americans don’t have a will, but now’s a great time to start planning goto our website and in a little messaging kind of like and while you’re there, you know, leave us a gift, too. So it’s not about planned giving it’s not about the bequest it’s about the donor, so that really, truly is donor-centric to speak to them and an issue that they might be having in a clever way also in a clever way that gets their attention because you have to remember that in a magazine, whether it’s for your university or your favorite non-profit you’re kind of flipping through it, flipping through it, flipping through it, and something has to catch your attention, and it may not be the same old messaging about leaving, leaving a legacy that might not catch the person’s attention. All right, so let’s, use that as a segue way clarinet wants to ask me some questions, so we’re actually going to ah, we’re going to change positions and turntables. Claire is going to be behind the board, but don’t touch anything here i won’t touch is very technical, very technical. Now claire has a background in radio. She knows i’m making fun of her. She knows more about the board than i do. I really need you to switch. We’re going one of you up there, let’s, take off your headphones were gonna sweep. Ok, make a lot of noise, things switching, switching now, amit buy-in okay, bubbles well, you can adjust them. I just okay. Four minutes into the program. This is clear. And now you can see what they can see my badge. Better to come closer to my texas ranger underside. Okay, this’s clear. Meyerhoff in the special guest host here at tony martignetti non-profit radio. My guest today is tony martignetti, who is one of the greatest hyre teachers in the world of plan giving, i think because when i started in the business, i had a lot of questions, and tony was so generous with his time, i call him up and say, you know, really, what is it? A charitable remainder trust? Tell me all about that. So you were always so helpful, so i’d like to take this opportunity to thank you. You’re welcome. It’s a pleasure. Thank you. That’s like the greatest. I don’t know one of the greatest let’s not get carried away, but it’s a pleasure to help the community. And you yes, thank you. Thank you, here’s something that that i have really noticed being in plan giving. I’ve become sort of evangelical about it everywhere i go if i run into someone who’s from a non-profit i immediately asked them so. Do you have some sort of a plan giving program? Do you get requests? What do you do? And what i hear a lot of times is we’re not big enough for that. We’re not big enough for that, and i say, no, no, no it’s really easy, and i start to tell them about how they can start a basic plan e-giving program, but i can only take it so far because i just know about sort of the communication and the messaging, so if you’re a small non-profit a small organization and you want to sort of plan giving program and you do a little marketing, you put it in your newsletter and, gosh, someone actually calls you and says, yes, i have made you the beneficiary of my retirement plan, ok or something. What sort of the next step that the small non-profit has to take two actually accept these gifts. Okay, first thing is say thank you. We can never say thank you enough, but but the first, whether it’s a phone call or it comes in by reply card on ah dahna mailing that you did or whichever you want to say thank you very much talking alternative radio twenty four hours a day. 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So, um, we want to make sure the donor understands that they are now going to be part of the close community of our charity, and the ideal way to do that is through a recognition society, which is just a way of another. Another way of saying thank you. So i hope that the charity would have a small and it’s a small charity. So a small recognition society that might just be eight or ten people who have remembered the charity in some way in their will or ira or other estate plan method. But we want to say thank you consistently. We don’t want to say thank you at the time we find out and we do that through our recognition society. I hate the name, legacy society, heritage circle. Oh, my god. It’s so generic. There are thousands of heritage circles. Name your society. You have free reign like you. Name it. Anything you want. Name it for, um, something that’s iconic to your organisation. It could be a person. It could be a gn animal. It could be, in some cases, maybe a bigger charity. Maybe it’s a building or i have a client. Where? It’s the bell tower society. Because people used to meet at the bell tower that’s a college campus different than the small charity, but make it unique to your organization. And this is really the great part for marketing. Because if you create the society and you name it, it gives you something to talk about your announcing it. You have this now. So let’s say in the past you have received a couple of bequests and you just had them and there’s no sort of organization of it. Well, you’ve come up now with the society so let’s say it’s called the elm tree society because you have a beautiful elm tree on the front lawn of your building is the elm tree society. And in your next newsletter at your next event you can talk about that we have launched. We have created the elm tree society it’s so special it’s this it’s that it’s the other thing. If you do x y and z u will be in the elm tree society. So it gives you something to talk about and that’s, the key to marketing is that you need to have something to talk about. Just the fact that you exist isn’t enough. You need to have some news, something that’s new going on to talk about. And i love the elm tree society too, because then when you have a little recognition lunch you can have little leaves on the tree leaves on the tables. On the tree is deep rooted, deep rooted in our work and and our stories and here’s a story from the tree it’s okay, i go too far, but the the the point is you make it something iconic and, yes, it gives you something to talk about. And i love the image of a deep rooted tree, too. I just that even though it’s just and she comes up with ease off the top of her head is that remarkable stories of great. And speaking of coming up with things off off the top of your head, i was visiting a friend of mine for her fiftieth birthday in massachusetts in this in february, and her husband is a financial planner and he is also the treasurer for his church, and then he goes, oh, you workin plan giving? We need to do that at my church. We don’t have anything he says. These people are dying and we’re not getting anything. And i said, well, are you asking for them? Are you are you marketing the plan gifts? And he says, no, we’re not doing anything to sit down. So within about fifteen minutes we laid it all out. We started with the society we named the society after a tree that’s on the on the really old tree on the front lawn in the church. So we named it after the tree, and then i said, well, now, now you have to come up with, like, a way to talk about it. So do you have any recently realized plan gifts? And he said, yes, we have got some money last year and we used it. The intent was they wanted to upgrade all the handicapped accessible stuff in the church. So that’s claim i said, do you have a church member who is benefitting from that and says, yes, there’s this woman and she wasn’t coming to church for a long time because it was hard for her toe access the church that’s fantastic. So i said, do you think she’d be game? And he said, yes, i said, okay, you get her, you get a photo of her act using this handicap access, you get a great quote from her talking about how wonderful it is now that she can go back to church. You put this in your newsletter and you talk about the fact that this all happened because of a bequest, and that gives you the opportunity to talk about bequests and you’re new society also, the added bonus. Now you have a way to talk about bequests with the woman who has been benefitting from the situation because you have asked her to take her photograph. So now she’s, a new french, is kind of in on it and that’s the key thing is to kind of get people in on it so you can make a plan giving program at a kitchen counter on a sunday morning over a bagel and coffee. Yes, small non-profits should not be discouraged at all thinking that they that they can’t do it. It’s just a matter of having simple conversations like you’re describing or putting something simple in your newsletter and you start with the simplest of gifts that one the ones you and i are talking about the bequest maybe go to the ira if that continues after this year. But charitable bequests just a gift in your will alongside the children and grandchildren and your spouse there’s a gift for us. It does not to be a large gift that’s just that’s the easy way to start a plan giving program and by the way, your story i don’t even i don’t know any of the players, and it still makes my eyes water a little bit because it’s such a touching story it’s so poignant. Those are the kinds of tender things that we want to be able to share with others to encourage them to do the same. Well, it’s, because we it’s kind of like we know the secret this secret way to raise money for your organization that’s so easy and a lot of people don’t know it. So at the church, they don’t they know about if they know about the quest, but they don’t know that. It’s something that they can go out and ask for, they think it’s something that just has to fall in their lap. So that’s what’s so important about talking about it and talking about it in a way that features the benefits of the plan gift and why it’s good now rather than why it’s good later, and i think that that too many people in the plan giving industry talked too much about this idea of a legacy that people are sitting around thinking about leaving a legacy and how important a legacy is. I don’t think people really wake up in the morning and think about leaving a legacy. I think that when i talk to people that have done plan gifts, they’re doing it for the here and now they’re going, you know what? This is something i can do. It makes me feel good, it’s good right now, i know i’m helping, i know i’m doing a good thing, and i’ve never heard a donor ever really say it’s because i want to leave a legacy, you know? No, i don’t you’re right, i don’t hear that that often, i think people who will get to that age, you know, are thinking about what they’re going to leave behind, but i think it’s when it when they’re thinking about that it’s not so much for about charity, it’s more about we’re going to leave behind for my family that in terms of the legacy, i think that’s more family oriented, but you’re right, a lot of fundraisers, air thinking about our marketing leave your legacy, and i don’t think people think in that respect for charity, for charitable purposes no, no, they’re doing it because they want to do something they want to do something smart and savvy and cool right now, so if if you are ah let’s, just say i’m a loyal donorsearch to a animal shelter in my town and i’ve been giving to them for fifteen years, and i’m having a conversation with someone on the staff and they say, you know, we now have this society where it’s wait are accepting plant gifts and it’s this and that and here’s, some of the things other people have done and it’s going to be great because we’ll be able to do so much and this per yes and focusing i’m sorry, but focusing on what the gift does, what the outcome, what the impact is how, how this is helping. Is it saving a life? Is it rescuing on animal is what’s the what’s the outcome that the gift creates? Not so much the focus which i see too often is this was a charitable lead unit trust which had a provisioned for generous state tax implications. And you know it’s, not about the taxes. You do it about the do it about the the great story that this that this gift creates because it has saved a life educated a child rescued ah rescued an animal given shelter to someone who was, who was abused, what’s what’s the gift doing and also, i think. And the other part, the donor part of is what can i do? And it’s an easy way to be a quote philanthropist like you think only rich people can make significant gifts and do something really sincere. But you khun do that too. And when i’ve talked to some people about it, i said, look, you know, you’ve been you give one hundred dollars a year to this organization, but if you made this organization half the beneficiary of that ira that you have sitting around that has twenty thousand dollars in it and let’s say something happened to you tomorrow, your organization would get ten grand that’s a lot of money, they could do a lot with that. Ten grand of people call, really? I didn’t know that, and i think when people realize that they can be a philanthropist, that they could be someone to make a significant impact. That kind of floats there boat it’s definitely and it’s definitely not just for high net worth people with big assets. It’s ah it’s an ideal way of giving for very people of very modest means, but your example, ten thousand dollars, five thousand dollars almost anybody could leave five thousand dollars in their state in some method, whether it’s, ira or by will it’s a it’s just outstanding for people of very modest means to do big things and be philanthropists and people also want to be savvy. They want to know that their money is is being maximized so let’s just say they they have some life insurance they’ve had around for a long time, and now they’re divorced from that spouse that they bought the life insurance for their children are grown. Their son is a doctor. Their daughter is a lawyer and they don’t need this life insurance policy anymore. What’s, anybody going to do with this five hundred thousand dollars on this guy’s life and he’s he’s, sixty five years old. So here’s this life insurance policy, he could give that two his charity? Yes, that or yes, he can actually transfer the ownership or just make them a beneficiary of it. Yeah. Ah. In plan giving me talk about the what you’re describing, the excess policy, like somebody may have taken out a policy to help children in case they had untimely death. Or to make sure the mortgage got paid or the you know, college educations got paid for if they had an untimely death. Now those things are all done. The mortgage is paid or substantially paid. Kids are educated. There is this policy like you describe that we took out first purpose. And now that purpose is fulfilled. Um, that is a great gift. A zay said could just be a beneficiary. Just just named the charity. All they need is your your name and your tax id number and you can put that in like a a two cent in sidebar on a newsletter include us in your own life insurance policy, here’s our tax id and legal name and that’s all they need. And if you want to write a little bit more, you could talk about sort of the scenarios of it. So because people want to do the right thing with this assets. So let me ask you if you had a life insurance policy and let’s say it’s it’s it’s paid up and it’s it’s five hundred thousand dollars. What else could you if you didn’t give it to charity? What could you do with it right now? Could you? You could cash it in, but then what would you pay tax on it? Or you could cash it in? I don’t know that you pay tax. No, i don’t think you pay income tax on it. If you if you surrender it now for its cash surrender value that’s an option, you could just keep it in name some other family member of beneficiary of the death benefit there’s, not there’s. Not really great options, esso. I think charity is. Should at least be a part of it. You know, you can you can still do eighty percent for family and twenty percent for charity. And that doesn’t have to be one charity could be for charities and each get five percent of that that remaining twenty. So you know that ah, and that’s the way to of overcoming the objection you might hear. Fund-raising right here, i’d like to help you, but i have other charities i want to help also, but one life insurance policy can help multiple charity’s one will khun do that if we’re talking about something bigger, like charitable trust, you know, those couldn’t help multiple charities, but keeping it simple. Will ira life insurance? Any of those three can help multiple charities. Just make sure that at the end, when you add it all up, the percentage is equal one hundred, and it might just be five percent for charity or ten. And in the rest for family. Always to be thinking, you know, when you hear oh, i’d like to help you. But there are others too. These airways that a person can help. Lots of charities now being the ah the ah! This not exactly host right now, but i’d recognize we have to wrap up like in thirty seconds or so if this is going to fit in the show like around nineteen between nineteen, nineteen, half in twenty minutes so you just took ten seconds of it, so let’s, just wrap it up here i’m clear meyerhoff with tony martignetti and we are the co host today for this very moment moment of non-profit radio tony martignetti non-profit radio, where you will find a fabulous solutions for your small non-profit big non-profit ideas for the other ninety five percent. This is texas ranger tony thanking clare, thank you very much for the for the switch on dh sharing some time with me and ah ah, as always for being creative director, creative producer of twenty martignetti non-profit radio and you’re listening to our coverage of the national conference on philanthropic planning in san antonio, texas. The conference, of course, hosted by the partnership on philanthropic planning that’s my interview with claire meyerhoff, very grateful to her for that right now we take a break and when we return it’s tony’s take two and then scott koegler is with us for events, technology stay here. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Hyre welcome back. Uh, sorry about that. And right now. It’s. Time for tony’s. Take two. On the august tenth show, maria simple talked about customer our constituent relationship management, cr m software packages and we weigh talked about an analysis that i thought is so good that i wanted to block about it and and pointed out it’s done by idealware and and ten the non-profit technology network its objective. And they compare twenty nine c r m systems and give a detailed analysis of ten of those, including common good sorry, common ground donor perfect and e tapestry. And what i love about this is that all the systems that they review cost four thousand dollars or less in the first year. So i just think it’s a really valuable resource. And i wanted to point out to you and you’ll find the link to that analysis on my blogged at tony martignetti dot com. And that is tony’s take two for friday, september fourteenth, the thirty ninth show of the year. Scott koegler is with me now. We’re talking about event technology. Scott, how are you? I’m doing great. Tony, how are you? I’m very well, thanks for joining me today way all know? Scott he’s, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com event technology. I’m not sure people think of using technology, tio support their events and some people are already doing it. But what what’s out there, that’s that’s helpful? Well, you know, there there’s a bunch of stuff. Probably the basic is, uh, facebook, you know, just setting up your your event as it has kind of something that you show on facebook and you can invite people there, but there are some very specific applications typically their cloud based, you know, they you don’t install them that’s early on your computer, you access them just like you would facebook and, uh, on then you set up your events there, you can invite people to it. You can sell tickets to it. You could track show photographs. You can all kinds of, uh, you know, just anything you’d like to do to promote and track your that. Okay. And so i assume this includes registration and ticketing things like that. Exactly. Exactly. Everything you typically do, kind of at the site. In fact, there are some applications. Portions of applications that the actual walk around during the that and can record interviews, take pictures, things like that. So it becomes full sweets of applications that you use free calls now? Yeah. Good night. Over. Right? And then even even follow-up, i presume, right? Some some will help you with follow-up notice messages. Well, certainly. Of course, the whole purpose of events usually is fund-raising or preliminary to fund-raising. And so you certainly want to know who came what they did. If you have some ability to record something about them in bio or maybe the kind of interests that they have, you want to be able to follow up with. So some of these things air are connected to social media systems or email kind of systems. So you may be able to send out updates in both of those ways. Or maybe all of them. Okay, while we’re teasing a little bit now, what’s, uh, let’s, get into some of these. What do you have first? Well, there were a couple and you mentioned one. That right? Which is a really, really popular with very powerful. Okay, yeah, i just you know, i only know it because, you know, occasionally i’ll get an event bright invitation to, like a cocktail party or networking or some like that. But it’s it’s more robust than that. Uh, it’s it’s. Very powerful. It allows you to set up your events. It has, as you mentioned just a minute ago. Ticketing function so you can actually sell your tickets through it right online if you if you want to have tickets. And now, if you have an event that is based on donations and we want to accept proof pre accept donations prior to the event that you could do that as well, okay? And this is what i’m sorry, but this is a free one. It is free. Yeah. Ok, go ahead. Please continue. I think that they i’m not sure, but i think that they actually take a piece of your tickets. That’s where they get some revenue. Okay, if you’re selling tickets, okay. Okay. On dh that’s ah, eventbrite is b r i t e dot com eventbrite dot com. Okay, anything more you want to tell us about event, right? Um, you know, it connects up with with a couple of social media sites. Certainly. You can connecting through facebook in those kind of things, and another one you mentioned also hub spot, which really isn’t kind of social media, it’s more of a kind of a management, you know who said what about what? So it’s, kind of after the fact for social media on that actually does cost money so that’s one that right probably want to get into later on hub spot is really marketing ah, marketing sweet, and it just has a an event bright module, they’re you know, they’re connected to event, right? That’s it hub spot dot com is one. What else? What else is in your current article on this? Well, yeah, there’s a couple of interesting ones. One is, of course, a jew. And i’m sure that many of the listeners know that sage as a non-profit management just, uh, kind of an all around piece of application that allows you to keep track of your daughters, your prospects, your events and pretty much accounting and anything else. So they have a module also that helps to manage events and, you know, it’s. Tough to say this, but pretty much all these do a variety of the same kinds of functions, so when you think about managing the that, you know, they’re all going to take registrations, they’re all gonna allow people that teo to register, get a map to where your that is make comments, those kind of things, of course, sages is an application, cos so they’re going to charge for for their application. I i don’t know exactly what their charges are, but they know they’re going to be they’re gonna charge. Okay, interesting, you’re the article on this that you have it and p tech news dot com mentions a small organization that’s just think they’re thirty to twenty, twenty and thirty year olds, and they’re talking about just fifteen people coming to their average event. But then you also mentioned an organization that runs a much bigger events, right? Right? The jazz foundation and neo-sage so, you know, if you have, the resource is and you have the clientele, the constituents that are doing kind of significant funding for you, it’s certainly pays teo be able to get into one of the more more robust and something that actually integrates in with your they’re counting on the other functions, such as sage. Okay, okay. There’s there’s, another one to please. But i will mention here and, um, that is an impact. A m p a c i know it’s an acronym. Hang on one second way. Could make some of your god. I will jam, jam, pack and association management now, i don’t know. I was thinking american pacific, maybe for for pacific island there’s or something, but whatever it is and and packed negotiation management, uh, package back. Oh, is it a m p a k or a m p f c c dot com. Okay, so we have just about two minutes before before i break. Tell us about impact. Okay. It’s. Similar in some ways, neo-sage and that it’s pretty much an all around kind of a system to manage your organization. But this comes in module so he can actually start relatively small, although still relatively small, is going to run about nine hundred dollars a month. So you are going to be fairly well bust, kind of an organization to use this. Okay, but it does have, as i said, different modules that you can piece together, and one of those is any that management system and those plug in to its accounting functions plugs into profiling systems for your donors, and also connects into, uh, social media. So i think the lesson here is that if you could get away with something like event, right, which was really, really great job. But it doesn’t particularly integrate with financial management rights of the size that you have a new immigrated financial management system than something like an impact. Or sage is really going to do a great job point, because it keeps everything in one place. Okay, we’re going to take a break. And when we when we return, we’ll see what else scott has for us. And also, just talk about some of the the simple, er management tools like, like google docks and drop box for your events. So stay with me and scotty. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Scott and i are talking about events technology. Scott there’s, another group that i wanted to just mention is meetup dot com depending on what type of event you’re planning, meet up could be helpful. Meetup it’s great it’s not particularly non-profit oriented, right? Although there, you know, there are plenty organizations in there that they’re kind of loosely organized and that’s kind of what it’s for is if you haven’t interest like i imagine their side, it belongs to a wine meet up uh, and there it’s anybody conjoined? Of course, you have some control over who you allowed to join, but it’s it’s typically location based. So look for people in the area with the same kind of interest they sign up and then you are you create what’s aptly called a meet up, which is, you know, a place in a time, okay? And you can add details to it has specifically invite people and you can track it to the comments on it. So it’s, very nice. I don’t know they’re actually his, eh? Ah financial component to it that allows you to collect these if you have a particular like if you’re going to a restaurant or something like that? The marriage make a reservation. You can make reservations. If you also want to collect fees. You khun sell a ticket or not? Sure. What’s called problem with something like a ticket. All right. Yeah. That’s a great one of this horrific. And now we know that you’re in teena file. I am. I am. What is your what’s? Your favorite wine? Do you have? It is possible to say you have a favorite, you know that there are also different. I had one this weekend that was particularly good. And it’s called vincent. Now you’d think that would be van gogh. But it’s actually not expensive motorcycle. Is this is this motor oil? Or is this wine we’re talking about is much better than the movie by a guy named mark ryan. Mark ryan winery and it’s called the vincent. Is it a red or white or blush it the red? Ok, sabelo okay. All right. Yeah. So it’s uh, particularly right, we might. We might have this into our conversations from month to month. I’m a i’m a drop a surprise question on you about wine or something. Ok, well, not that i know what i’m talking about? Me so it’s. Not like a test. You could say anything. I would. I am not a someone, marie, but i do enjoy, you know, kind of sitting next to them and say, all right, let’s, talk about dropbox because dropbox, simple file sharing this could be really helpful for events. People in different offices, or even maybe people working from home or even in the same office. File sharing. Sure, sure, absolutely. Drop box. I just give a brief about what that is essential. You install little application on your computer and you drag files into it, just as you would drag files into your own filing system on your computer and the system automatically copies that file up to a cloud based repository. And then you can invite people to share the file of files that you placed there. It’s especially good for large sounds like photographs and things like that, but it works just fine for documents and the other kind of things. But having said that, uh, there, too, to systems that have, uh i’ve been around for a while, but there recently kind of made a play against drop oxide. Is google google doc’s? Sure, which is probably even better suited for for meetings and events because you can also put your calendar up there and i’m sure the calendar you can share documents, spread, shoots those kind of things, and then when somebody opens those documents on their own computer, they actually used the google docks formatting functions, right? So the differences and i just wanna point out the differences and drop box you’re using standard file formats like dot doc and dot excel for excel spreadsheets and etcetera. You using whatever you’re accustomed to, but in google using their their document a system, right? And the advantage with google is that, you know, i may not have word french someone computer, right? So what do i do when i get the file? You know, struggling so with google docks, you know, you can you can upload, uh, i’ll say power point, i’ll go there google’s presentation files, right? And then you could actually view them in the google presenter. So, you know, it’s kind of a a full system where dropbox is really great at sharing any kind of file that you want to, but you may not. Be ableto use it once you download that file, and with google, you can import files that you’ve already created. I didn’t, i didn’t. I didn’t mean to lead people to think that you have to start fresh with their with their blank spreadsheet or something you can import, and it will convert it into therefore into the google format. Sure, and you have the option of either converting, and we’re not converting it, so you could e yeah, you could take a powerpoint files just up with powerpoint files, and it stays a power point, okay, i realise it or converted, so, you know, get some options there, and then you’ll find that it’s a docks docs dot google dot com, but you have to have google account to use these, don’t you? I don’t know if you have to have a google account to use to be a recipient, right to share have somebody invite you to share, right? I share documents with people that i didn’t know whether or not they have a right to be the creator of a document. You certainly have an account, right? And to invite other people, okay, we have just two. Minutes left. You said there’s. Another one. That’s making a play. Uh, yeah. Area the old player microsoft recently put up outwork dot com, which you’re familiar with. Outlook. The application outlook dot com is the online version of outlook that runs on your desktop. So there’s a whole bunch of things about that. We might talk about that next time. Because that’s kind of interesting it’s it’s, i’m gonna say it’s loosely based on hotmail but it’s much more like what you experience on your desktop. This also includes a file stating and file sharing as part of that whole suite. So, look, look for microsoft there. They may not have been, you know, major name, a new application development, but they seem to be coming strong. Okay, interesting. And outlook dot com is cloud based, right? It is crowd based, just like dropbox and google. Okay, yeah, why don’t we? Why don’t we a plan that for the next month? All right, that sounds good. What do you want to talk about there? Okay. And overviewing outlook. Dot com. Okay. Anything you want to leave us with around event technology in last minute? Uh, you know, the biggest thing is, you know, planning the event and use one of these applications to organize it because it’s one thing to just say they were gonna have a party, it’s something else to say it’s going to be here and we want you because of your special skills and tony, you’re assigned to bring wine. Ok, alright. My favorite wine is called is, uh, is a vineyard named list cerini okay, it’s been around for a long, long time. Very well known. Little little tart, slightly target, but it has subtle notes. All right, scott can go. Thank you very much. Thanks, tony. Take always a pleasure. Thank you. Next week? I don’t know, because i’m recording today’s show three weeks in advance, so but you know, it’ll be a good show. You know that that’s, why that’s, why you’re with us every week. You can keep this conversation going on linkedin. Post your follow-up questions, including wine for scott if you have them and the guests will answer in the linked in group i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals, and it is a ten minute monthly podcast devoted to fund-raising it’s on itunes. You also find it on the chronicle of philanthropy website. If you like this show, i hope you will check out fund-raising fundamentals continuing to wish you good luck the way performers do around the world more often than break a leg upper singers around the world. So this is an international one today use toi toi toi toward off a spell or a hex. And this imitates the spitting sound sound of spinning on somebody like last week’s three three remember from norway but the norwegians only spitting twice there. Very clean people. Look, look at them. They look clean, they look wholesome. Their country is spotless because they’re only spitting twice but are everywhere else. We’re spinning three times on dh. It used to be said that saliva actually had demon banishing powers so internationally on, especially for opera singers internationally spinning three times over somebody’s head or shoulder is a gesture toward off evil spirits. But spitting on them is assault in probably under most criminal codes, so don’t hit them. And as you’re doing this, i wish you toy toy toy for the week. Our creative producers, claire meyerhoff. Hard to believe we have one. But janice meyer. Janice taylor is helping me with all these international greetings from performance artists. Sam liebowitz is our line producer shows social media is regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. You should be here next friday. Went to two p m eastern at talking alternative dot com. Hyre hyre. I think that’s a good ending. You’re listening to the talking alternative network, waiting to get me anything. Nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. 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 friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office 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. Told you.

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

Tony’s guests this week:

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

Wendy Nadel, executive director of Yonkers Partners in Education

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

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

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

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