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

tony_martignetti_300x300-itunes_image2

This week: 

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

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

There’s more at tonymartignetti.com 

219: Corporate Sponsorship Coup & Board Unity Or Dissent? – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Gail Bower, president of Bower & Co. Consulting.

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

There’s more at tonymartignetti.com

053: A Wild Woman’s Guide to Fundraising – Tony Martignetti Nonprofit Radio

Tony’s guest this week:

Mazarene Treyz, author of “The Wild Woman’s Guide to Fundraising”

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

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Hey, welcome to tony martignetti non-profit radio for friday, august fifth i’m your aptly named host, you may recall, and i hope you do that. Last week i had a conversation with darian rodriguez hammond. We talked about his book non-profit management one o one and the nationwide social media for non-profits conferences that he hosts, and it was also so you want to start a non-profit we welcomed our new legal contributors, they’ll be regular on the show, jean takagi and emily chan from san francisco to explain the ups and downs of starting a non-profit what are the alternatives to creating a non-profit how do you get five? Oh, one c three status what you’re getting yourself into if you go ahead, that was all last week, and this week it is wild woman fund-raising mazarene treyz consultant and author of the wild woman’s guide to fund-raising is with me for the hour to share her thoughts about career, social media grants, manship and whatever else we get into, we’re live and taking your calls and twitter posts for this wild woman from texas on tony’s take two at roughly thirty two minutes into the hour six essentials for startup planned giving program from my blogged right now, we’re going to take a break, and when i return, i’ll be joined by mazarene treyz. We’ll talk about wild woman’s guide to fund-raising. Stay with us. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set two one, two nine six, four, three, five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’m ken berger of charity navigator, and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to tony martignetti non-profit radio. I am joined now by mazarene treyz mazarene is a consultant to non-profits and individuals based in austin, texas. She’s, the author of the wilds woman guide to fund-raising published by chatter ranga press she’s worked with non-profits since two thousand. Won is a frequent speaker on topics related to fund-raising board improvement, career management and mohr and it’s. A pleasure to welcome mazarene to the show. Mazarene treyz welcome. Ok, thanks, tony it’s, great to have you the wild woman happy to be here, it’s. My pleasure to have you the wild woman guide to fund-raising what is a wild woman and our men? Welcome in this community because this handup being assured. You know, i made it because i was kind of describing myself. One of the things i think it’s important for fundraisers to be able to do is to speak the truth and that’s kind of difficult sometimes when so many people are looking to you beauty. Yes, person. So i just wanted to say, you know, it’s a wild thing to do to actually be able to say, hey, here’s what’s really going on? Let’s fix, you know? Instead of just trying to pretend everything is fine, that’s what wild me and go while you can apply to anyone involved in fund-raising not just women, obviously, of course. Oh, yeah, that’s, that’s fine in my book that just to help people, you know, navigate the situations that might come up in a fund-raising environment and as the title suggests on but you explicitly say you wrote a fun primer. Why did you feel the community needed a fun primer? I don’t know, i don’t wantto, you know, name any names, but i liked it a lot different fundrasing books and didn’t really speak to me. They were they were being kind of dull, and they just sort of there kind of plotted, and i wanted to make something that was more like hands on how to when i first got into the field and nothing i thought fund-raising which brand? And i realized, wow, it’s marketing events, social media it’s always thinks that, you know, i had no idea about when i first started, and i wish i’d had a book that would just take me through it step by step, including, you know, how to get a job a swell. As you know, managing were put conflict and, you know, even doing some efficiency practices called, like, you know, from lean management techniques. And your book covers all those topics you just talked about, andi, i have found, and i’ve interviewed other authors who feel the same way that in the not so distant past, you know, the books were very theoretical, conceptual and not so much do this. Do that just last week, darien rodriguez haman he edited a collection of that. Those types of articles written by thirty three or thirty five other people. You know, this is what to do. Do this step, do that step, then do the third step. And i think your book is very much similar. You have a lot of detail in it. Not theory. Yeah, yeah. That’s the start of the chapter. It says what it is, what you need to do it when to do it and then what to do specifically it’s just all on the first page of each chapter. And then you can go through and get more details through the whole chapter. And then i also have, like, a cd in the back. Of the book that, you know has template and things that will help people just apply it immediately to their fund-raising office because honestly, yeah, theory doesn’t work so well for me, i really prefer, you know, tell me what to do, i just want to get it done, you know, everybody stop for time these days, and yeah, i wanted to acknowledge that and that’s the need in small and midsize non-profits yes, so you start with you open with your you and your family background, and i think that’s interesting. Why? Why do you want people to do some sort of self assessment? The reason i decided to begin it that way is because i think that before you can start to fund-raising you have to acknowledge where you come from, and some people are very comfortable from a upper middle class background. Other people are working class, and i know that this is acknowledged in england more but there’s more clash consciousness, but in america it’s, much less so on dh. So what? I want to help people understand woz when you’re talking to people across all different economic strata for your non-profit acknowledge who you’d be. More comfortable talking with and who? I’s going to be kind of hard for you to talk with, you know, for whatever reason, and that way, you will be a better fundraiser, because you’ll acknowledge your biases. And, yes, you’ll understand what your biases are, recognized them and and deal with them, because, of course, fund-raising is all about relationships, so it helps to know where you’re coming from, and that helps youto understand others. I think definitely, yeah, i mean, i wish more people were just sort of examine themselves, you know, and say, wow, you know, i really enjoy talking to ceo, but you know, somebody in our program team, i’m having a harder time where, because of, you know, there was a class background, you know? So, so let’s, let’s, talk a little about, just sort of a teaser, because we just have about a minute before ah, break about career, you know, getting getting that job. Why don’t you tell us quickly? And then we’ll talk more in detail after the break. What’s up. What? How wow story. Okay, what how wow story is a story that helps you understand what you bring to the table and help you communicate that to somebody who might be hiring you. So you tell them what you did, how you did it, and then the wow at the end is oh, wow, you know, it could be something from your personal life is not to be professionally related thing, but it does help you get a job in any field when you can articulate you know what the well was and how it illustrates a quality that you have, whether it’s tenacity being a good researcher or whatever i’m with mazarene treyz she’s consultant and the author of the wild woman’s guide to fund-raising we’re live and taking your calls eight, seven, seven, four aito for one two oh eight, seven, seven, four aito for one too, and we’re also live tweeting use the hashtag non-profit radio if you want to talk to me and mazarene we’re going to take a break and then we’ll continue talking about career and wild woman fund-raising you getting anything, including getting thinking things you’re listening to the talking alternative network duitz getting anything duitz cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam 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 are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Welcome back, i’m with mazarene treyz the author of the wild woman’s guide to fund-raising some of the the sort of a little provocative and certainly fund that she has, you know, she’ll have chapter title and then there’s something in parentheses. I’m saying, i’m saying she like you’re not here mazarene i’m sorry, you you will not like managing volunteers. Wild women motivate events a k a kicking ass and throwing parties phone a thon. Yo what’s, your ring tone love that love that on there and there are other so we’re talking about the career chapter a little bit or one of the crew chapters, you know, getting the job you recommend interview questions for people to ask of the non-profit and whether it’s, the executive director or the person that they might that might be supervising them directly if that’s, not the executive director, some of those questions were interesting. What, like, why did the previous person leave? And the boss’s management style? What? Why do you why do you encourage these sort of pre programmed questions? Well, you know what has to be a two way interview? I mean, think about it, you know you want to know what situation you’re coming in, too, to see if they’re setting you up for failure or not, you know? I mean, ideally there not right, but if they ask you to raise a million dollars in the previous year, they raised under half a million and you’re one person shot bob that’s a red flag, if you ask simply, you know, how many times is this suspicion been filled in the last five years? And they tell you a new person comes every year that’s another red flag. So you want teo not necessarily say why the last person leaves, because they might be you’re really defensive at that point, but you do want toe ask, you know, fidelity questions, you know, kind of danced around a little bit, but, you know, get your answer that you need to get the, uh and also, you need to know kind of like how often you want to meet with your boss and one of the sad things about really small non-profits sometimes communication could break down very, very quickly when you don’t have weekly meetings that’s been my experience and for me personally that the management style i prefer i like weekly meetings to just, you know, check in with somebody and say, hey, am i on the right track here? You don’t have taken our could take fifteen minutes, but you just want to make sure that you’re not going off the deep end, you know? And and i think that when you let those slides, for whatever reason, you increase the likelihood that things were going to go awry, and you’re going tohave, teo, you know, cover your pass or, you know, you’re gonna have teo really try tio, you make up things that you didn’t know you were doing wrong, you know? And, you know, some of that gets teo setting expectations correctly, too framed and so let’s, talk a little about that. So the you talk about expectations and boundaries? Yeah, definitely. So boundaries are really important in relationships and in business, and, you know, you may have seen the recent mother jones cover article called soup, you know, speeded up for no more pain it’s basically about super job, where on i did long about this as well, and my blog’s welchlin fund-raising dot com, but a lot of these one person shops are essentially super jobs, which means you’re doing the Job of 5 or 6 people and when you said expectations in the interview and they say, okay, well, you’re gonna manage the volunteers, do all the events, all the grants, uh, and you’re going to major gifts and you’re going to dio give planning and plan giving, right? And you’re going to dio, you know, all of the appeals, and you’re going to do the newsletter and the graphic design i mean, you have to manage expectations even in the interview, tony, and you really have to say, look, you know, i’m really good at these three things, and i feel comfortable doing these three things, and i would like to know if there are plans to hire more people to do these other things that you seem to think i should also feeling, because, i mean, you might think that’s suicide, but it’s not because when you teach people that you have boundaries, you teach them how to treat you, and they realize that they have to respect you more than if you just lay down and took everything you know, what i’m saying? Of course, and plus, aren’t you? Let’s say you’re not getting success in this interview process, are you just better not having that job? If those are the kinds of expectations? Exactly? Yeah, definitely i agree, you know, you may feel like what? I have to take the job, i really need the money, but ask yourself, you know, on the last time you were really fulfilled unhappy, working ninety hours a week, you know, maybe not, you know, like, i’m not lazy, and i don’t think a lot of people in fund-raising aren’t lazy, but i think that there can be time when you know due to economic necessity, people are laid off and more casks are placed on people in the profits, then reason we should be placed a mouse on don’t anyone listening can relate, but that it’s not just happening non-profit checker but if you read mother jones article or my blood post about it, you’ll see that it’s happening in air traffic controller sector nursing lecturers at universities, hotel maid ah lot of people are feeling the squeeze, and i really feel like we have to push back about that on those air. Very interesting, very recent examples we can’t take. Your calls from mazarene eight, seven, seven, four aito for one two oh, and we also live tweeting and we’re getting some tweets were goingto talk about blogging and a couple of minutes andi will get to the subject’s people are tweeting about the hashtag two uses non-profit radio all one word yeah, it’s interesting. You also talk about communication in the small shop and the thinking for someone who hasn’t worked in one would be we must be talking all the time because there’s only two or three or four of us. But what happens in that small shop is everybody’s off doing so many millions of things that there isn’t enough office communication? So i think you’re your right toe and insist on weekly meetings. Thanks for saying that. You know, i would really love to have a what? How wild story about how incredibly, i changed office communications, but i don’t you know, i have to go back to your previous thing. I have a small anecdote. Teo, help people really talk themselves up in a non-profit interview. So, here’s what? How? Our story that i did about, uh oh, gosh years and years ago now, but it’s still true i had i was working as a consultant for non-profit called the gentle muses in boston, massachusetts and i what i did for them is they all wanted they were argast working in hospitals, they also want to go out and work a senior living center, too. So i made a big list is senior living centers, and then i called them, i cold called them, and i got twenty knew gig about five per harvest paid gigs from about a week of calling and following up with people. So that was what happened on the wow is, you know, they got, you know, thousands more dollars from my outreach, and the organization grew stronger. So, you know, that will show, you know, your tenacity, your willingness to take risks on and tio make poll calls on behalf of your non-profit you know, and i think it’s important for any fundraiser to be able to do just even when you call and say thank you, you know that that’s that’s helpful, but it’s also warn people up for the next fifty something absolutely for after you get the job, you spent some time talking about career well. Not so much career, but really conflict in the workplace on and i think that’s interesting you you talk about rank is, um on dh define rank is, um, is abusive behavior toward those who have less power? I’m paraphrasing, why don’t you distinguish for us between the somebody rank ists and the nobody rankest i’d love tio um so where i got these thought constructs was from robert fuller’s book, and he wrote a book about somebody’s in nobody’s and another woman who’s bash name i can’t run right now, but she was about to do battle between somebody and nobody’s they they’re trying to create a dignitary in society. So what that means is try and treat everyone with dignity, not just the person above you or, you know the person was convenient to be treated like me, you know, treat everybody with dignity and respect. You know, whether it’s back-up probono partner or somebody who’s receiving your services o r know somebody on the street that you meet or volunteer in your own organization, and the differences between somebody’s and nobody’s is, uh, somebody rankest will try to make the people around them feel like they’re less than what they are. So there are, like kind examples in my book, but some of them are the seeding giant, the tyrant, the number, the gate keeper on dh. So for example, if your boss never says a loaded recorded by you that’s a number rank that they’re pulling now it could be your secretary doesn’t have to be your boss. It’s just an example. Others somebody rank you could be well, that’s set up somebody’s and then nobody rank. It could be how people react to use treatment so it could be the dog kicker that’s a nobody rank uh, somebody who’s going to pretend it’s not happening. The watcher uh, so people react to bad treatment in different ways. There’s also the retaliate er somebody who’s going to try to get back at the person who, you know did that to them, the avenger. But the two franks ok to pull our the persuader and the activists. And what the activist does is acknowledges the rank is, um, that’s inherent in the structure. And you’re just what people are doing anything and then persuading other people to acknowledge it, too, and try to make a difference set. Of rules, whether it’s in the employee handbook or just, you know, acknowledging what’s happening in the moment on and actually, sixteen countries have outlawed rank is them in the workplace, and they’ve actually, you know, nailed it down, and they’ve made it clear this is what it is and here’s, why we’re not going to tolerate it and it’s grounds for dismissal, but in america we haven’t managed not even once they diminished outlaw that yet, and i think, you know, that really contributes people quality life as well as you know, we’re pretty happy mazarene treyz is with me. She is the author of wild woman’s guide to fund-raising you’ll find her blog’s at wild woman fund-raising dot com you talk about managing up and you you encourage. Well, actually, you say wild women buck the system and we’re going to encourage fundraisers to be activist, which you’re talking about and to manage up. And i love this quote, if the staff are all burned out, you have to look at the person holding the flamethrower eleven you’re laughing, that’s great! I hope the audience is laughing too, because that’s a quote from the book where and you might even be looking at the executive director. Of course, right, you might. Yeah, and i just want to emphasize that this book could rank you could be anybody. It’s not just the top people. I just i just want to emphasize that. But if staff are running himself ragged, you know, is it because you need ten people, child? And you really do need to hire more people? I mean, then you do have to look at the senior leadership, you know? And you khun sort of get clues to the to whether there are problems by asking the i think insightful questions that you recommend in the interview. So, you know, absolutely the interview should be a conversation, and i agree that you’re gathering research about the organization just like they’re doing their own research on you. And you, khun try toe at least, i think, minimize the likelihood of walking into a bad situation where everybody has burned out bye bye having that asking those sort of probing questions in the interview stage. Yeah, and, you know, if they aren’t ready to answer them, you know, they just seem really shocked and taken aback when you asked. You know, uh, what are your strategic goals or what are some difficult decisions that you need to make right now? Um, then you just might want to ask yourself. Look at the contents of these simple questions that can’t handle them. Then do it dahna work to the place. I mean, you want to make sure that they’re being straight with you from the get go. Another more red flags, right? Right, right, right. Yeah. But a lot of these interviews go really well, they say, you know, if you can ask them, how do you celebrate what’s working here or, you know, how do you ah, manage conflict here or cool? I learned from an owl. You know, if you can say those three questions that will just a view so much time. I mean, if they say you’re not gonna learn from anyone, we don’t celebrate what working at all and whoever has a conflict, if they look uncomfortable that point, they talk to each other, you know, then you have to understand that sometimes people are prepared your questions. And they might also not be telling the whole truth about that. I pulled the listeners before. The show asking in the past six months did you have an office personnel conflict that bothered you? And ninety one percent said no. And then and then a small ten percent our nine percent actually just said said yes and it was handled well, nobody said yes and it was handled badly. So thie the audience is either not admitting to or his is all living or working in mostly working in very congenial places, at least in the past six months. So that’s pretty cool. Yeah, well, i’m really happy to hear that your listeners are good places and hopefully they stay yes, let’s turn a little bit tio social media before we take a break in a couple minutes, we well, the one of the poll questions also came actually directly from your book. I love these categories that you have. I asked on the web, are you whether you’re a creator, a commenter, a collector, a joiner, a seeker, a spectator or inactive? Nobody said, inactive and the most most popular, but close to sixty percent said that there’s, a creator of a blogger, webcast a website or something, a podcast or something similar on dh. Then sort of evenly distributed among spectators who like to watch and joiners who like to join groups and commenters who like to comment on other people’s videos and blog’s, we got a live tweet asking about how do you get the courage to blogger mean, blogging is a simple element of, well, an essential element of social media is not simple, so someone asks, how does she developed the courage to blogged? Okay, i’ll tell you right now, you’re blogging for your organization that’s totally different blogging for yourself. I developed the courage to block because i was angry and i really didn’t care anymore. If i ever get a job in the field again, i was like, you know what? I really just think you think you could be said, i’m going to say them, i hope people see me for who i really am and, uh, cheers understand that this is the package, you know, i feel like fund-raising they’re more respect, and i feel like, uh, we have a sort of a responsibility. Teo, speak our truth and tio organized for a better doctor mazarene way have to we have to take a break, we’ll come. Back. But i think the lesson there is be passionate. Give a damn about what your blogging about. Yes, we have to take a break. Of course. Mazarene will stay with us, so i hope you do, too. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current payoffs of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget to tony martin, any non-profit radio we dio, i’m jonah helper, nari team in co founders of next-gen charity zoho. Those are the nextgencharity boys on i’ll be at the nextgencharity conference in november before the break, i forgot to mention it’s tony’s take two first so mazarene take break just for a couple minutes. I get to talk for just a few minutes about this week’s block post, which is six essential elements for startup planned e-giving program my blog’s at m p g a d v dot com the three things that i think you need to have in place before you can start a plan giving program are the first of the of the first three of the six at least ten years in history the organization’s history because think about it you’re asking someone to include the organization in their will at the most basic level, those the most common type of plan gift, or maybe some more sophisticated a state plan, and so they have to be comfortable that your organization is going to live longer than they do so an organization is just like two or three or four years old. Of course, everybody hopes that it’s going to live forever, but a donor talking about putting you in their state plan really needs to be more confident than you know, then just a hope. So look for that at least ten years. History in the organization. Consistent donors over fifty five, fifty five is roughly the age when people start thinking about using their estate plan as a charitable vehicle. May we certainly should have a state plans long before that, but as a charitable vehicle that’s roughly the age, though, and you need some consistency in in there, giving among those people over fifty five, meaning that they’ve been supporting you for a while, not necessarily at high levels. Definitely not. Thank you very much. That was great applause. It is a brilliant idea. I agree. Nobody knows where that nobody knows where that applause came from. Sam doesn’t know, but i appreciate that that’s more than i got when i did my stand up comedy board support. Your board needs to be behind every significant initiative in the organization without exception. If you’re going to inaugurate a planned giving program that’s a significant initiative your board needs to be behind it, and they ought to be thinking about their own plan gift for the organization. So those are the first three of the six. The other three are how to get started, including marketing. And starting with requests. Again, you’ll find my blogging m p g a d v dot com. And that is tony’s take two for friday, august fifth, bringing mazarene treyz back. We just gotta laugh. Thank you very much. He gave me a laugh. So we were just talking about yes, the courage to block and blogging about something you love, right? Oppcoll? Yeah. I started my block because i wanted to promote my book, but i realized that it was so much more than that. It was a way tio reach out to people, the partner with people to help people in whole new ways. It cubine thought of, like, starting a newsletter, i know you haven’t e newsletter because i get it and i really love it. Thank you. You’re welcome on dh. So and part of what we’re talking about is being that activist, and we actually got some live tweets from at pamela grow and at powerful har they love the fundraiser as activist, and so you’re block was just another form of your activism, right? Definitely, yeah, i think so. I mean, think about it if you want to change the world, you’ve gotta have money to do it, you know, that’s the bottom line, and so everyone should be concerned about how to get money to make the changes they want to see, you know, and that’s why? I think everybody in the nonprofit organization should be involved in fund-raising in some way, we don’t advocate their responsibility to make sure the organization continues. Teo, for bilich mission you advocate something in the use of social media that you do very widely throughout the book, which is integrate the online and offline. As you mentioned, your book has, ah, disk that comes with it. They’re also numerous references to your blogged for additional articles on specific topics. What so, as non-profits are struggling with what to do thinking about social media. How should they be integrating the online and offline? I love that question. Why? There’s a lot of ways to do it, for example, just with plain old stewardship there’s freeways to thank people online right now if you’re not already thanking your donor’s, obviously the ones that don’t want to be anonymous. If you’re rethinking them on twitter, facebook, lincoln and your lincoln group and on your blogger and sidebar of your website, you’re missing an opportunity, teo cultivate them so that you can ask again so i would definitely recommend that people who are involved non-profits just get twitter, facebook and lincoln accounts for that reason. If no other reason you don’t have to be a techno with to thank people online and dc shout out if you go to twitter splash dc shout out they do that constantly, they just saying people all the time in their twitter stream and it’s, very powerful, and they just say, here’s, what this person gave you know, d c what? What organization is that you mentioned there in d c? I think i actually forget with the organization of that story i used as an example, but if you just go to their web page, i mean go to their twitter stream, you’ll see. There are things that that organization could do if they just have five or ten minutes a day, right? Yeah, yeah, i mean, you could use what’s called a hoot suite dot com and it’s a church o t, as you know, i e thank you for explaining because i wanted to keep you out of jobs, hoping to keep you out of jargon jail all day, and you just did it for yourself. Some people may not know who sweet ah lot of people do, but yes, and so what does who sweet do? Well, it helps you schedule all of these updates to these different social networks, so if you’ve got five minutes at six pm and you, you want to thank people across facebook, lincoln and twitter, you could do that just by putting these little boxes and do it all at once and you can set it up to be whatever you wanted to be could be a week from now could be a month from now on dh so if you had a big major donor who doesn’t mind being publicly saying and you want to say thank you so much, major donor act for your generous gift of ten thousand dollars it’s really going to help the kids do? Why you know, then that’s that’s that conflict tweets are you want to shorten it up? You could do that to you could make a link to the blood post that talks about it or whatever you want to do or even media coverage. So when you see that there tools and please that make it easier for you to not have to spend all your time on this, you know there’s no reason not to regina walton, who does the social media for this show uses hoot suite what’s, another online easy resource for people who really just have five or ten minutes a day to devote to their their charities, social media, social networking? Well, what i would do is possibly participate in pamela grows a small mom profit chat on twitter, it’s on fridays, it’s two fridays a month from twelve to one and it’s the hashtag is sm np chat and if you participate in hashtag chats, you khun get your questions answered and so this one she has different teams each week, but you can also just ask questions in general, for anyone who’s there i’m often there she’s often there, she’s kinda like the grant grew i love her, and i think she was a wonderful person. I’ve never met her, but we met through twitter and twitters a place where you can make connections with people, um, that you would never have access to before, and i’ve actually talked to a lot of people that i’ve met on twitter on the phone, on dh even done business with them so it’s sure to be powerful tool to be involved in half czech chats, and then the other benefit from that, even just once five minutes out is that you’ll get more followers on the more followers you have, the more your broadcast radius increases so that more people care about what you’re talking about. Pamela grow is live tweeting with us. We’ve gotten some tweets from her and incredible coincidence that you should mention that because she and i were on the phone this morning before the show, talking about how i can collaborate using the show with sm and peach at so hopefully that thankfully that comes to fruition. Yes, yes, we’ll see. Well, of course, now pamela’s on the spot, because now i’ve broadcast that that i’m interested in doing that. So if it doesn’t come to fruition way, know which end the trouble came from? Hello pamela, you have some very simple suggestions for for websites or blog’s when the two are increasingly the same today. Like focus above the fold and testing your website, those air really some very simple things that that charity’s khun khun do quite simply right? Oh, yeah, yeah! So the foal in case people who are listening, i don’t know it’s the part of the green that’s above where you have to scroll down. So when you get your website before you click the right hand side to scroll down that that’s the top you’re upset that big doing all your work for you so that’s where your donate button should be the sign up for your newsletter should be on anything else you want them to do. If you want to look a good example of a website that does that you could look at mercy corps dot com or rather it m e r t y c o r p s dot org and they focus above. The hole? They have an army of development staff. I’m sure they got an army of staff as well, but that doesn’t mean that you can’t look at them and say, oh, yeah, we should still that, you know, it’s not that difficult. Look at the big non-profits better doing it right and say, how can we emulate what’s working? You know, the treats are coming in and one of welcome fundraiser beth to the show. She said she did not did not know about disease, that somebody, you know? Oh, well, you know, it’s okay, if she says she did not know about tony martignetti non-profit radio, obviously it does now, and i want to thank att dom di jones for tweeting about tony’s take two and repeating what the three elements are to get started on a plane giving program. So, thanks, all this live tweeting is cool. This is the first week we’re doing it. You’re talking about twitter mazarene but this is the first week we’re live. We’re for show where we’re live tweeting oh, i love that. So do i. I think we’re gonna keep it up. Um, we have just about a minute and a half before a break so let’s introduce the topic of grants, manship and getting grants. I pulled the audience before the show on, by the way, they’re always every show that’s live will have a link to the pole actually, now we’ve gotten smarter. Take that back. We’ll have the pole embedded in the block post for that week’s show, so you should be signing up or so you should be subscribing to the blogger mpg a dv dot com, because then you’ll get the post when they come out for it show and each live show, we’ll have the pole embedded within the block post altum so what did the audience say? I asked for those seeking foundation grants what’s the toughest part about a third said doing the research and about a third said getting turned down, and then it was split about twenty and twenty between complying with the submission requirements and finding time to sit and write. Nobody said complying with the guidelines after being accepted, so they’re all the listeners air, so ecstatic about having been accepted that they don’t, they’re happy to comply with the guidelines, so my guest is mazarene treyz and when we reach, he’ll be thinking about those poll results on. When we read return, we’ll talk about grants manship with her. So stay with us. You getting anything shooting? Good ending. You’re listening to the talking alternate network e-giving. Things. Cubine looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Oh, 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 do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. No. Kayman welcome back to tony martignetti non-profit radio with the author of the wild woman’s guide to fund-raising calling from texas mazarene treyz and the tweets are still coming in. I wanna welcome a v masters welcome to the show says had never heard of it. Now, obviously, has you can also post comments on the show’s facebook page. You know where to find facebook and then just tony martignetti non-profit radio you’re welcome to post comments. There were also were watching that as well as the hashtag non-profit radio so mazarene grants manship ah, a lot of people think that research is the is the toughest part. You have some good ideas about research and some resource is in the book. Oh, yeah, thanks. Well, in case anyone listening doesn’t know, you can use the foundation centers platinum database for free, probably in your town. If you go to foundation center dot borg flash i believe it collection. I could be wrong, but if you type it into google, you’ll figure it out. Yeah, they they have what are called cooperating collections throughout the country. That’s what you’re referring to? Precisely? Yes. And so for example, if you’re in austin. Texas, where i am, you can go to the central library and the second floor has free access to their platinum edition database, which costs over a thousand dollars a year, and you can get incredible amounts of data. Everything from who’s on their board do what they’re giving tio tio up to the minute, maybe even like every six months or so they’ll be updating us, or sooner if the downturn is effective giving and also, if you’re in portland, oregon, you could also go to the central library there and research grants latto second floor as well. That’s where i moved from thie other thing you would want to know about if you just don’t want to go outside because it’s really hot right now today, it’s like one hundred six here. And i know it is about for like much of the south. If you i want to see inside, you can use what’s called a nova search? No, the search me n o z a z like zebra, right? Yeah, like zebra. Exactly. The nose, the search and you can search foundations in there for free it also it will charge you too. Search individual but if you want your foundations, you could do that right from your desk wherever you are right now. And you can if you just want to start with small grants. Uh, that would be a good way to get your foot in the door for ah, different foundations and the small family foundations in your area. This is what i’ve learned from pam grow, actually, she is so good at this. Ah, and she said, you know, when you ask for too much in your first act, it’s actually really insulting to them, so even just asking for a thousand dollars is safer than asking for ten thousand as a first asked for a lot of these foundations. You have very specific advice about how to do the research at the foundation center, which i’m just going to plug him as well. It’s a nationally right now, probably internationally recognized outstanding resource for for doing grantspace research, you have some. Oh, and i should also want to say in a lot of the library’s maybe all the coordinating collection libraries throughout the country. There’s help! Right let’s talk about this briefly. They’re librarians that are trained to help you use the foundation search of the foundation center database? Yes, yes, there they are, and they will help you learn how to use it, whether it’s for corporate foundations or whether it’s just for private foundations. Thie other thing i’d like to mention is my very first fund-raising education came from the foundation center in new york, and i took a couple classes in how to look for grant and it was really useful, but well worth the money. If you’re in the new york city area, go take a class that really helped so let’s talk about some of your very specific advice on howto research. What is it we’re looking for when we when we’re using this great foundation, sent a resource, you are going to look for geographic area that they fund, you know, whether or not they’re located in that area, it doesn’t matter it’s mainly what they find so you want to put in your state, and then you’ll want to put in national, so if they give national grant that, that could still apply to you. Uh, if you’re in america, that isthe sorry if anybody tuning in is in another country, i’m not sure. What you do in canada, for example, but you start there and then and even go down the side of the condition center database, search and look for your key word. So if you are a non profit that helps people with developmental disabilities, you could look under a mental health, you could look under social services, human resources and then be even more specific under that. And you could also look at not just people who give me friend, but what grant have been given in the past with the foundation’s donorsearch which is useful because maybe they they aren’t necessarily putting it out anymore, but they used to give grants to someone in your town, and you might be able to go collaborate with them on a joint grant or talk to them about why they gave you them and get some i d but when they would be giving in your area again. So the key thing to do when you research is call them up. I’ve gotten so many people emailing you saying, well, how do i find grant? And you know, how do i figure out what they want the best way to do it? Is, call him up, call it the program officer and say, hey, we are this non-profit in this area doing this thing. Do we have a chance at this grant? And i’ll tell you, right then, yes or no or, like they’ll say, look on ly, if you know the relative of the chair of the board chair. Otherwise, probably not. I want to add that pamela grow tweeted that she’s found that even the smallest libraries participate in the foundation center collection. On her recommendation is toe reserve a day. So this is really it’s, not just in the big cities. Oh, yes, and what about way have just about, like, a minute and a half left? Well, like a minute left, it’s. Incredible. What do you what do you hope for the charitable sector? What do you what do you not see that you’d love to see in the charitable sector? I would love to see non-profit unions rising all across the country because i feel like all non-profit workers need to be treated better and they need to have more job security, and they need better health insurance, and they need to be compensated fairly for their mileage, and i feel like even the downturn we can offer people common courtesy he’s so i feel like non-profit workers need more protection, like just about every other worker in this country, and i’m sorry i’m getting all political on you, but that’s, really? What i hope is that we form or non-profit unions, we have the gideon our workplaces, and we make sure that the top people at non-profits make no more than in ten times with the lowest paid person name mazarene treyz you’ll find her at wild woman fund-raising dot com she’s, a consultant to non-profits and individuals based in austin, texas. Her book, the wild woman’s guide to fund-raising mazarene, thank you so much for being a guest. Oh, thank you, tony. I really love it and power to the people. Have a good day, thank you very much, mazarene next week, the female theme continues got women donors howto approach motivate and take care of your female constituents, and i’m going to welcome maria simple, the prospect finder, as our regular contributor on prospect research, so she’ll join some other regular contributors that we have next week. Maria and i will be talking about using linked in to find boardmember sze volunteers and donors keep up with that’s coming up! Sign up for our insider email lorts go to that facebook page, get the email alert so that you’ll know who’s coming up from show to show while you’re there, please like us, become a fan of the show and you can subscribe. Listen to the show at any time on itunes that’s it www dot non-profit radio dot net on twitter you can follow me are hashtag of courses non-profit medio i want to thank everybody who was tweeting today. Dan blakemore, emily chan a v masters dom di jones powerful her pamela grow there are a couple of others i didn’t get a chance to write your name down. Thank you for all the live tweets terrific, we’re going to keep that up. The creative producer of the show is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz, our social media’s, by the excellent regina walton of organic social media. This, of course, is tony martignetti non-profit radio, where we always talk about big non-profit ideas for the other ninety five percent. Help to be with my next friday one p, m eastern, right here on talking alternative broadcasting at talking alternative dot com. Dick tooting. Getting ding, ding, ding, ding. You’re listening to the talking alternate network, waiting to get you thinking. Things. You could. Looking to meet mr and mrs wright but still haven’t found the one want to make your current relationship as fulfilling as possible? Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker. I’ve seen it all. Please tune in and call as we discuss dating relationship and more start your week off with love in the morning with marnie alison 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 way. Look forward to serving you. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand soldier and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy contact them today. Admission one one media dot com. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two one two nine six four three five zero two. We make people happy. Oppcoll hyre talking all calm.

043: Pass the Cup to Corporations and Fund Accounting Software Review – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

John Hicks, President & CEO of J.C. Geever
Scott Koegler, editor of Nonprofit Technology News and our regular tech contributor

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

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No. Durney welcome tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host tony martignetti welcome to the show today little shout to ah, larry bloom, who just left the studio. If you have never listened to the divorce our with larry bloom, you should he proceeds this show every week, and if you want to see pictures of larry brew bloom, you can go to the facebook page for my show. Actually, larry is too humble to have pictures of his own eyes that his own facebook page to have his own ah pictures up. But you could see pictures of larry on this show’s facebook page and give the address for that later on. She’ll shout teo! Larry bloom last week it was i’m looking, i’m looking feature savvy strategies for your search. We had our job seeker and resident recruiter paula marks helping the job seeker leonora leonora, who is going to come back on the show, helping her make the move from for-profit to non-profit career. And then after that, it was how to cripple your career in five easy steps you’ll remember that was my pre recorded interview with robert sharpe from the national conference on philanthropic planning we were all about career last week this week, pass the cup to corporations, techniques to develop your corporate sponsorship strategy and build relationships so you can ask for corporate sponsorship support with credibility and confidence. My guest is going to be john hicks. John is the president and ceo of j c geever and after john joins us, then we’re going to talk about fund accounting software. Our tech expert scott koegler, editor of non-profit technology news, returns to the show, and he has product reviews for this backoffice necessity. Those of you who are in the know know, recognize is that proper accounting is critical to keeping your board, the irs and others who may be looking over your shoulder. Satisfied and scott will have reviews of several of the popular and recent fund accounting software packages between the guests at tony’s. Take two, i’ll have news from your irs, the internal revenue service, the nice people at irs that’s, not the news, but they are nice people, and i’ll have some news from them and also more about the next-gen charity conference, which i’ll be speaking at this. Month in new york city. That’s on tony’s, take two. All of that is on this show this week. I’m very glad you’re joining us. We are live this week. Stay with me for this ninety second break. Talking alternative radio twenty four hours a day. 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 is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six four three five zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Hyre durney. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Dahna welcome back to the show, i’m tony martignetti, the host of tony martignetti non-profit radio we’re talking now about corporate sponsorships past the cup to corporations. My guest is john hicks he’s, the president and ceo of j c geever you’ll find jason geever at j c geever dot com and geever spelled g e e v e r. The company was founded in nineteen seventy five and provides cost effective and creative guidance and support designed to help non-profit institutions assess and master fund-raising challenges, the firm provides consulting, management and training services all in support of organizations of every size. Again, the web addresses jacey geever dot com john hicks is president and ceo of the firm, and i’m very glad that his work brings him back to the show. John, welcome back. Thank you. Pleasure to have you back. We’re talking about corporate sponsorships, but before we get into the sponsorships let’s talk about corporation fund-raising generally sort of broad view had his corporation fund-raising breakdown well, corporate philanthropy generally falls into two categories. There’s is the general corporate giving programs that you’ll come across and that’s basically were a corporation sets aside money and a budget. And they give it away, and then you have corporate foundations were, or corporation may incorporate its own separate foundation, and they give money through that foundation. So there’s, usually a couple of channels of funding you can access, and we’re talking about the former today, the more the sponsorship type. Oh, absolutely wartime, my sponsorship. We’re talking about corporate contributions budgets, and when a non-profit is, well, actually, you’re first let me remind people that we’re live today and let me give the number to call if you’d like to call in and talk to. John asked a question for him. Our number is eight, seven seven for eight xero, for one, two, zero, eight, seven, seven for eight xero for one to xero sorry about that interruption, john. A non-profit looking to get some sponsorship dollars. What do they really offer the corporation? Have they figure that out? I think the any non-profit that’s, doing a good job of securing corporate sponsorships is first and foremost thinking about where the non-profit has visibility, where has reach of what good it does in the community, these air, all three aspects, if you will, of corporate sponsorship that you have to think like a corporate e-giving officers thinking, okay, if i’m a corporate giving officer, first of all, i have to justify our contributions to our shareholders, so one way i can do that pretty easily is to say that we’re investing dollars with charities that have reached two constituencies where maybe we want to enhance or increase our visibility, and the answer brand could very well be local ahs wells national can be local, it can be national eso first of organizations need to think entrepreneurially about this, they also have to think about doing good. I mean corporations, by and large one investor dollars where the dollars were goingto a complice, some good for end user. So you’re thinking about who are the end users and how are they benefitting from our work and therefore the corporation can have an association with our good results. And then i think the other thing that charity needs to think about is what other kinds of opportunities they may have to involve the corporation in tony, if i had to pick one hot topic for everyone to think about is, how can you involve corporate employees as volunteers? This’s something you’re seeing across the board in corporate philanthropy, companies are looking for opportunities to get their employees involved with charities. So the organization really needs to be thinking about how the employees can get involved in the event that that they’re asking for the sponsorship of somehow what could be an event. You can create a something pretty simple where you could have employees come in and mentor kids get involved with families. I mean, some some charities, like habitat for humanity, they have a great belt in mechanism because you can re employees and then build house houses or things like that. Ah, some charities have to think a little more out of the box, if you will. You know, how might we bring employees in, for example, for a day and have them work with our constituents it’s given the employees of valuable experience but it’s also really great for your constituents, showing that there are people who really care and in just a minute we have left you’re seeing more companies focus on this, a zoo condition of sponsorship. Well, it’s it’s increased over the years. I think it was a few years back, mckenzie and company did a survey of the corporate sector in the us, and they found that companies that had volunteer employees volunteer programs had a hyre hyre ants retention rate in companies that didn’t so it’s certainly something that’s really coming to vote in the last two years in corporate america, we’re going to take a break, and my guest is john hicks, president ceo of j c geever we’re talking past the cup to corporations all about sponsorships, corporate sponsorship, we’re live today calling number is eight seven seven for eight xero for one to xero please stay with us co-branding dick dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network get in! Nothing. Cubine hi, i’m new york state senator joe a dabo. I will be hosting a Job fair on friday, november 12 at aqueduct racetrack in queens, contending into three p m, we will have over one hundred companies looking for qualified workers. They’re all to be lectures on job strategies and networking. Come and bring plenty of resumes and join me on friday, november twelve at aqueduct racetrack for a Job fair. Intending empty 3 pm. For more information, please call pete in my district office at seven one eight seven three eight one one one one, bonem. I really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join joshua margolis, fitness expert two one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c 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 way. Look forward to serving you. You’re listening to the talking alternative network. Welcome back to tony martignetti non-profit radio with john hicks. We’re talking about corporate sponsorships, and during that break, we we gotta call. So let’s, uh, let’s. Start with that call. We have. Abigail, are you there? Abigail? Yes. Thanks for joining us. Where you calling from and what’s your organization like i’m calling from indiana. And i have a small non-profit dance company. And i’m developing a program to try to bring workshops, dance workshops into world schools, and i i want it to be free to the school. I want to fully fund it and offer it to the school systems as an after school program. My question is ahead. White research, the appropriate corporations to target both nationally and locally. I think both arts and education are hot topic and especially toe bring it to rural areas. But i’m just not sure where to start in terms of finding the appropriate corporations. Yes, sir. John. How does abigail find the right places to approach? Well, i’m gonna go with two. Resource is, for starters, abigail, you can simply use the foundation directory online, which you can probably get toe a cooperating collection, which is a public library. In your community that would have access to the foundation center’s database as part of that data base, they have information, i believe it’s on fifty five hundred corporate giving programs. And you can even research those corporate programs by types of products that they produce, where they have operations. So you can think about the communities where you want to take your program and find companies that have a geographic interest. So that’s one area or one type of reason should also be able to search by arts and education. John, you can search by arts and education. This’s what we have to remember when it comes to research is that a lot of companies have very diverse interests. So you might have a company that is really excited about partnering with a dance program. That’s going into rural in the in the end is that correct on dh? They may have an interest in getting their logo on their visibility out there. So for example, it could be you could go toe. Aah! Major utilities company. I mean, for example, here in the metropolitan area in the york city, you’ll see dance companies that have sponsorship for community. Programming for places like con ed, a son and verizon they’re not necessarily in the business of the arts, but they certainly reach a lot of consumers. So using the foundation directory online is a great place to start because the information’s already there it’s segment that and you’ll have a library in whose trained to help you. So go to the foundation center website, foundation center dot org’s, and from there you can find a cooperating collection near you that has access to that database, and you can use it at that library free of charge. And you said there was a second resource. Also, there is a second resource, and you confined this and a lot of public library’s, not everyone, so you’ll have to look around for it. But there’s there’s, a database that’s called corporate affiliations who who owns whom, and this is where you can literally put in zip codes where you’re doing business, and it will show you companies and subsidiaries the companies that are located in those communities. One way i use this, for example, is, if i’m say interested in going toe a bank and i want to get a bank to do a sponsorship with a client organization. I go into that database and i simply want to find out where do they have branch offices. And you can put in zip codes and find out where they have the branch offices. So a couple of good database tools for you to use. Okay, abigail, does that help you out? Yes. That’s. Very helpful. Thank you very much. Very welcome. Thanks for calling. Okay, thank you. Bye bye. And, john, while we were answering abigail’s questioned you alluded to something that i think is a distinction may be that we want to make. I asked you, you know, can you specifically search for arts and education? But this is not like corporate foundation philanthropy where there’s a specific there could be more specific targeted purposes, probably around the company’s interests. Then there are around. Then we’re going to find around sponsorship activities. Is that right? The foundation’s going team or the corporate foundation e-giving more focused than the the corporate sponsorship philanthropy typically that’s the case. Tony it’s. A safe assumption. Okay, thank you. What types of events or or don’t even have to be events, but what types of programs? Things might non-profits find that are viable for for sponsorship opportunities. Well, you mentioned the first well, the first one you mentioned, which is his events, and you’ll see that a number of non-profits use special events is an opportunity for sponsorship and that’s a great gately activity. Why? Because first of all, you’re guaranteed to bring people together where the company’s gonna have some visibility. It’s a great social event, it’s a great way to network and have give corporate employees a hands on flavor of the institution, so special events are always, you know, probably top of mind for most charities, but certainly volunteer activities. You know, if you can have ah, get a company to sponsor a day at your charity where they bring in an employee team and maybe they’re going to help you spruce up your your your space or, you know, do some hands on work with kids and families that’s a great way of introducing yourself to a corporation, and you’re giving them some value as well and terrific visibility and terrific absolute kind of value that they’re looking for. How do you know how much to ask for and there’s a bit? Of an art to that, um, with most corporations, if you think about the company is being i think of of cos tony’s is being basically three layers at the bottom layer, you have sales and service, and these are field representatives and employees who are goingto have high touch in the community, and a lot of times those employees are given an opportunity to make small contributions to a charity. It might be a few hundred dollars. It might be a thousand or two thousand dollars. Typically, this is where you’re selling someone a table or tickets one event. The next layer up would be the supervisor’s for sales and service might be vice president level folks inside a company and they may have sign off on contributions. May be up to a level of five to ten thousand, and then if you go one level above that the office dafs of the ceo, executive, vice president plus and then you could get in the much larger contributions it’s a little bit like a board game. Versatile. It depends. Were can you access the company? I mean, you know, where is your contact? Wth the court if the ceo of the company is your next door neighbor. You can go borrow a cup of sugar and answer twenty five thousand dollars, i suppose. But ah, latto shoretz with people living in scarsdale or greenwich, i’m not family with other wealthy. Well, san francisco, you know certain neighbourhoods in san francisco, and i’m sure there are lots of neighborhoods like that in the midwest. I’mjust not personally acquainted with them, but you have to be living in one of those places to have a neighbor like that. Well, they have a neighbor, but she may have access to yoon seo’s. We all come from somewhere. So yeah, that’s the way i look at it, but but realistically, a lot of charity start with a small contribution that’s a gateway gift, as i call it, and that can then lead to larger opportunities down the road. Because you mentioned earlier that using the directory that you recommended for our caller, that you’ll look maybe to see where the local where the where the national bank has local offices, so the local branch office might be the person’s only only point of contact by necessity there, starting at that point, banks are pretty easy, because you can go into a branch and you can talk to a branch manager and that’s a great place to start the contribution. You can also look at retailers. Um, you take any of your major retailers, and if they have a presence in the local community, you can talk to a store manager a lot of times. Tony, when we’re using a directory like director of corporate affiliations, it’s where you may have this mysterious widget factory on the outskirts of your town, and you’re wondering while g, what do they do? And they don’t get very much money, but if you get a director of corporate affiliations and you look up that company, you might find out hey there, subsidiary of dupont and all of sudden there’s a big parent company there that can make a much larger contribution even if you don’t have an access suppose you don’t know anybody inside that widget company or inside the bank, even at the local branch level, you know, i presume you still should give it a shot, right? Absolutely. I mean, you know, it’s like wing gretzky said you missed one hundred percent of the shots. You don’t take i think the question is, who do you who do you contact and best companies have someone who’s in charge of community affairs or public relations, and these are good people to start with because they’re thinking about visibility, and they’re thinking about touch with the community and that’s what they’re there for. So think of it is you’re bringing them an opportunity, and when you’re talking to them, you want your you’re asking mt to be appropriate with what it is you can offer them in return. Typically you want teo have an ask amount that is appropriate, given your relationship. This is why a good strategy is having several opportunities walking in and saying we can do this for a thousand dollars what we could do this for twenty five thousand very similar to individual fund-raising right? If if you’re asked, you typically ask for at different levels for different opportunities that you know, appeal to an individual donor sze obviously it’s parallel for for this kind of sponsorship philanthropy, exactly, you’re going to present them with a menu, and maybe you helped him select what would be the most appropriate place for them to start i’m with john hicks he’s, the president and ceo of j c geever, which you’ll find at j c geever dot com. We’re talking about corporate sponsorship on tony martignetti non-profit radio, the number to call if you’d like to call into John is 8:7 74 eight xero for one to zero john after this relationship has been has gotten far enough along and the company has said yes what should the non-profit be expecting from this relationship well there’s going to be expectations in both directions i mean you certainly are within your right isn’t non-profit have expectations beyond the cheque in terms of the company is going to be supportive of your work and maybe they can help provide you with visibility but of course they’re going to have expectations of you and this is where you find of saying with any kind of a contribution before you cashed the check always read the letter make sure that you’re going to be able to meet their conditions and meet their expectations when it comes to visibility you know what sort of things are typical that you see and it’s typically they wantto they wantto have approval in press releases they will want it specified or want to specify how their logo should be displayed. You know, things like that are pretty straightforward. Are there some things that you might have to think twice about? Sure, i’ve seen corporations you know, come in and say, for example, they may want access to a mailing list where they may are exactly are they? You know, they may want to have an opportunity to speak at an event and, you know, does this’s why? As in my experience, certain charities i’ve worked with as they raise more, more money from corporations began to do things like developed gift acceptance policies. What kind of companies will we accept contributions from water, the conditions of acceptance? So in the beginning, you’re probably playing a little more by year, but once you become a popular charity, you need to really think about, you know, number one, how do you want that corporate in premature placed on the work that you d’oh? And also you have to be mindful that you may be balancing a lot of different relationships and you want to make sure that you’re meeting the needs of all of your donors? If you promise something, the one that you’re not promising to something, someone else can create problems, or there needs to be a very good reason why it was. It was sponsorship at a different level or something like that, right? And you draw another very interesting parallel between this type of fund-raising and individual fund-raising, and that is the gift acceptance policy. I’ve said. I’m not familiar with it on the corporate sponsorship side, but it makes perfect sense if you’re going to make this a routine activity. What what other types of, um, parameters, maybe even approval levels should be in the the, uh, the acceptance policy approval levels. I mean, some some charities, you know, fundamentally have regulations were its own board of directors have to sign off on a corporate sponsorship at a certain level. I’ve seen that. And after the fact let’s say it is an event because that sounds like that’s the most, most common the event has happened, everyone seems very happy. How do you appropriately to say thank you to the to the to the company? Well, you know, beyond simply saying thank you, which you’d be surprised a lot of us kind of forget to do that in the very risky in the heat of the battle. Altum i think it’s a question of ongoing communication yet treat, treat the corporate sponsors a stakeholder, you know, once they put money on the table and there’s mean, they’re there to support the work that you do, so make him part of it. It means that you may want to visit with them a couple of times over the course of the year following and just keep them in the loop as you would with any other dahna as you would with an individual and yeah, you don’t wantto treat the people as, i guess, sort of, you know, just cogsa at the corporation mean, treat the treat the people who we’re at your event and who approved your sponsorship like people, as you would with individuals, what would you do so you can invite them to events? May be that the company’s not sponsoring your your messages, you want to keep them close? Absolutely let’s turn a little bit. Tio corporate foundation philanthropy. Last time you were on the show was it was july thirtieth for anybody wants toe. Look back to that. We talked a lot about private foundation giving, um, aren’t there sort of parallels, but also maybe some contrasts between corporate foundation philanthropy and private foundation philanthropy and really, in just a minute and a half, we have left. You want to close that loop a little bit? Sure, corporate foundations will operate very much the same way as a private foundation, you’ll still have to send the proposal. The proposal will end up being voted on by a board where it’s different is they’ll, you know, it’s not gonna surprise your corporate foundation is usually interested or has and the mission statement work that’s very aligned with the core mission of the creating corporations. So if you get a pharmaceutical foundation, they’re going to be supporting health care. So it’s for seoul making sure that you know you have the right kind of program that matches up with their interests. Some have the corporate foundation will want some visibility, even though it’s a separate entity from from a corporation. Is that right? Yeah, but by and large, it’s goingto work just about the same way as a private foundation. All right, thank you, john. And again, john was on july thirtieth and talked a lot about private foundation philanthropy, and we have to leave it there. My guest has been john hicks, president ceo of j c geever. This is tony martignetti non-profit radio. After this break, we’ll be joined by the show’s tech expert scott koegler, editor at non-profit technology news, and we’re going to be talking about fund-raising software. Stay with me. E-giving didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternative network waiting to get in. E-giving cubine are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact durney at monte m o nt. Y at r l j media. Dot com i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine to nine xero. Or visit w w w dot mind over matter. Y si dot com. Cerini talking alternative radio twenty four hours a day. Hi, i’m new york state senator joe a dabo. I will be hosting a Job fair on friday, november 12 at aqueduct racetrack in queens, contending into three p m, we will have over one hundred companies looking for qualified workers. They’re all to be lectures on job strategies and networking. So come and bring plenty of resumes and join me on friday, november twelfth, at aqueduct racetrack for a Job fair, contending enter 3 pm. For more information, please call pete in my district office at seven one eight seven three eight one one one one bonem. You’re listening to the talking alternative network. Welcome back to tony martignetti non-profit radio, where we’re always talking big non-profit ideas for the other ninety five percent in a moment, i’ll be joined by our tech expert, scott koegler want to take a few moments for tony’s? Take two this week. News from your i r s the people at internal revenue service love you and they host free one day seminars throughout the country that are for small and midsize non-profits tto learn how to, and this is a quote, keep their tax exempt status and comply with tax obligations and, quote, and the next one of these is coming up in phoenix, arizona, on december seventh and also on december eighth. But it’s a one day forum ondas i said they’re free and i have information about that on my block. Ggot m p g a d v dot com also there you can see a draft of the new form nine ninety if you don’t know what the form nine ninety is you. Ah, you need to do sametz occassion and you can start at the blogged, but you probably do and if you want to see this year’s new nine, ninety in draft form i have a link to that there, and also you can sign up for what the irs calls they’re exempt organization updates, i get them and sometimes i passed that information on to you, but you can have those email directly to you. Cut out the middleman don’t stop listening to the show, but just lower the volume when i talk about the next news from your irs, you can get those e mail directly to you and again there’s a link to that on my block mpg a dv dot com also want to share with you that i’m speaking at the next-gen charity conference on november eighteenth, the conferences november eighteenth and nineteenth. Um, i’m doing podcast interviews for this show on the eighteenth on the nineteenth, i’m hosting a workshop from eleven to one pg and so me planned giving and social media and i can get you twenty percent off the whole conference both days because your listener to this show again, go to my blogged, or go to the facebook page for the show and you get information on that twenty percent discount the facebook pages at facebook dot com forward slash tony martignetti non-profit radio and that is tony’s take two for friday, november fifth. I’m joined now by our tech guru expert scott koegler scott’s, the editor of non-profit technology news, which you’ll find it and p tech news, dot com there’s also a link to that site on the show’s facebook page, because scott is a regular contributor and very welcome, very glad to have having back. Scott, welcome back. Well, thanks, tony. Good to be here. Thank you for joining us. And this week we’re talking about fundez accounting software. What? What is fund-raising scott? Good. Good question. I have fund accounting is something it’s very specific to non-profits mostly because non-profits generally have to account for some of the some of their money in terms of the funds or the designated accounting categories. So if they, uh, if a donor or a particular the event is is organized to put together a fun to handle the particular need, those going a little buckets before big buckets, i guess. And all those individual buckets need to be accounted for in terms of right income. That’s been earned on dh expenses. Disbursements that have been made at that fund level, right? And you know, if those are designated funds that were given by a particular contributor, that contributor probably wants some kind of accounting to say, okay, i gave you i gave you this amount of money, what did you do with it? Where did they go? Yes, what i gave you one hundred thousand dollars are for fifty thousand dollars in perpetuity or first set number of years and exactly is your point is they want to see the management of that money and it’s benefit to the people that your organization supports, right? So we need to be able to account for this for all these different funds as donors designate them, and you’re your review eyes the review out now or it’s coming out soon. Wait, just posting it today on newsletter goes out on tuesday, but the reviewers up online so, folks one look at that that’s n p tech news dot com alright on dh how timely we are. We’re getting a quick little pre announcement, but from the editor of non-profit technology news, the information goes up full and live later today. And scott, your review breaks down the different software packages, which we’ll get. To you very shortly by their appropriateness for small medium on dh, larger organizations. How do you how do you define those? Or do you are? Do you let people decide on their own which category they fit in? It’s a fluid categorization, if you will. Most of the way that we define them is by talking with the vendors of the software so they know what their capabilities are, what the sizes of their databases can handle and to some extent it’s the price. It also. Okay. Let’s, let’s. Jump in and talk about some of the features of these let’s. Start with the ones for smaller organizations. What’s the what’s. The first one you’d like to talk about. Well, the first one on our list is fundez easy accounting. And you may you may remember from our previous discussion that we talked about donorsearch management fundez he was one of the companies that also provides fund-raising software on. So the two probably work well together, i presume, right? They kind of funnel all of the information into the similar accounting package. Okay, that just for listeners, that show was on september seventeenth. Scott was on previously talking about fund-raising management software. Go ahead, scout. So tell us about the accounting function of fundez easy, right? The this is general accounting as well. A specific accounting for fund management. So, you know, the right up says that it has a an intuitive interface. You know, you would hope at this point that pretty much all of the applications that we use anymore have intuited grantspace the fact that our reviewer look at this and said, yeah, this is one of those is probably significant. This is relatively low price that starts for single user around seven hundred dollars, in addition to the fund specific functions, and also includes accounts payable receivables and general ledger. Okay, so there’s those general accounting functions correct? Is that typical? Do the i’m sorry, did they did they all or most of them include the general accounting functions as well as the fund accounting or not right in general, to be redundant, they used. They include general led to do yes. Okay, i wasn’t sure that was just for fun, deasy. Or generally, all of them. Okay, generally do because the buckets that these funds were put into our general ledger accounting categories, so if our listeners are familiar with general ledger accounting, you know, there’s there’s one thing it’s accounts payable there’s money received and then there’s money allocated for a particular song in this case. Okay, so these thes air able to import and export information from and two other applications, uh, one of the nice things about this. And i think this is fairly fairly generic to most of these again, the purpose is that your funders want to know what happened with the money. S o it’s one thing to look into the fund and say, okay, well, we have a hundred thousand dollars in their fund. The next question is, well, what’s it being used for in here this fundez easy accounting a cz. Well, some of the others have a function called drill down and that’s kind of ah kind of a ticking word for i click on the number and it shows me more detail about okay. Scott scott is acquainted with show he was worked very hard to avoid jorgen jail at that moment cause he defined this drill down function for us, so no need to invoke jargon jail. I know the listeners we’re thinking of it, but no need. The keys are still in my pocket. You know, you’re no need. Yes. Okay, well, sentences of generally short, you’d have been out, but but you avoided it all cost let’s go to another one for small organizations and i’m sure they share a lot of these functions. A cz you’ve mentioned what’s. Another one for small non-profits. Well, the next one i have on my list here, simon. See why am a not for profit accounting software? See? See why m a right. So it sounds like c y a, but it’s not does. It probably does some of the cover your ass ski. Eso is that this’s not cover. You’re asking accounting you would hope so. It actually it does. It does handle fund accounting as well. Simon is one of those companies has been around for quite a number of years in the general accounting and also in vertical environments where they address, you know specific in-kind company okay and again so i don’t confuse the listeners. It’s simon see y m a. I was being a funny boy with c y es. But ask you, by the way, i don’t know. If people know that, but that’s the american standard code for information interchange no, i didn’t know that it’s common knowledge, but i don’t want to put myself in jargon jail okay, enough let’s talk about cyma what not-for-profits accounting software, please it’s specifically have some of the same functionality as as do all of these in terms of fund accounting, what you’ll find is the ability to designate a fund, add funds to it, allocate funds out to specific purposes such as payroll, for instance, you may wanna dedicate designate ten percent of a fund to payroll where, as you know, it doesn’t cover the entire table, but it helps you may want to designate a portion of the fund for purchase of a new photocopier or to the phone bill, something like that so pretty much all of these alliance to do that? Yes, and that is important because there, because when people are given gift and there’s often an administrative costs, which is what, exactly what you’re describing, their administrative costs around administering that gift or that program, and they look and non-profits look for portions of donations to offset the cost of or portions of a cost of the administrative overhead and that’s exactly what you’re talking about. Right? Right, exactly. Half assed again. Do some of these others provide for a function called inter fund transfers on it is. He does what? You what it sounds like it does. It allows you to transfer funds from from one fund to another. This one is a little bit more expensive at twelve hundred dollars for the nonce for-profit accounting software and that that’s the general ledger side. And it also allows you to add additional modules for around six hundred dollars apiece, depending on the module. So those would be a payroll accounts payable. So we begin to see a difference here between fundez. Easy. For instance, an assignment in that fundez easy contains additional modules that are extra costs. With simon. Yes, scott. One of the times you were on, i think it was two times ago way talked about software as a service eyes a cloud computing. Is that the’s that type of packages or these software that you install locally? These are pretty much all locally installed applications. Okay, it’s, uh, accounting software is one of those that most organizations feel proprietary about. They want to keep it within the four walls well, okay, but we did talk about security, um, safeguards that can be made around that cloud computing. But i guess this is just so sensitive that companies don’t bother toe make it that way. You know, that’s one of those things that every company evaluates for themselves. My personal opinion is that security of cloud environments and sass environments is is just fine, but my opinion is not always good enough for the city. So, uh, trend is that about about twenty percent of corporations now you some form of cloud or sas services, but that’s still twenty percent that’s pretty far from everybody and not in this accounting arena. I’m with scott koegler he’s, the editor at non-profit technology news he’s, our regular tech contributor. We’re going to take a break, and when we come back, we’ll look at some packages in this arena for midsize organizations. This is tony martignetti non-profit radio stay with us. Talking alternative radio twenty four hours a day. Hi, i’m new york state senator joe a dabo. I will be hosting a Job fair on friday, november 12 and aqueduct racetrack in queens, contending into three p m, we will have over one hundred companies looking for qualified workers. They’re all to be lectured on jobs, try to jeez and networking. So come and bring plenty of resumes and join me on friday, november twelfth, at aqueduct racetrack. For a Job fair from 10 a m to three p m. For more information, please call pete in my district office at seven one eight seven three eight one one one one. 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. 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 no. Welcome back to the show i’m with our tech contributor expert scott koegler, the editor at non-profit technology news. Scott um, why don’t we talk some about some of the packages that are intended for slightly larger organization? Sort of mid size? I know quickbooks has as an entry here, right? Quickbooks is obviously an accounting application, and they have one version that they’ve put out, which is called intel into its quickbooks premier non-profit for two thousand eleven it’s obviously a couple of months ahead of time, but it incorporates a lot of the features, but probably many of our listeners are accustomed to and quickbooks being the premiere version it’s got latto interchange has the advanced functionality. It can produce financial statements, sales and sales tax reports and all those available on screen as well as to print, of course. Um, it’s it’s, inexpensive frankly it’s four hundred dollars, which is very well, well, twice for quickbooks premiere of any kind of quickbooks premiere, i believe, for general purposes is right around there for five hundred dollars. Um, but for for people that are used to using quickbooks, this is a natural migration for them to use it. To the non-profit okay, the interface it looks the same is identical. It has just the additional funds accounting portions, you know, give it a way we haven’t talked much about reporting. You alluded to it that reports are important, especially for the donor, but also maybe for auditors come tax time. What’s what’s the robustness of the reporting with this with this with into its quickbooks premiere well into its quickbooks reporting is one of the most flexible than i’ve ever seen and it’s really accessible to people who are not accountants. That’s been one of into its strength is ability, tio provided i don’t know something. I don’t know exactly how many reports they have pre built into the system, but i’m guessing that it’s probably a hundred or so every one of those could be modified and saved as a new report. So it’s really easy to generate reports they’re specific to your needs. Pacific two requests anybody on staff? Yes, directors, donors, whatever and how about support another another where we haven’t talked about yet? What typically is the level of support that user gets? Is itjust online, or is there a call call center? How? Does this generally work support? It varies from one provider to the next to go come anything to female support to online support in person and one of the things you’ll find that differentiates these applications from very small, very large. I’m just going to skip down to some of the larger ones just for reference here koegler mountain, open zsystems and blackbaud are some of the better known applications in non-profit world, and those generally have either onsite training and support or telephone support. So what you’re paying for that their annual support can sometimes amount to nearly as much as the cost of the application, so but the application is twelve hundred dollars twelve hundred dollars for years, probably more than what it really would cost, but probably five to six hundred dollars a year for personal support. But in some cases, you’re getting on sight, you said, right? Right, and those there generally more in terms of installation of training rather than day today question. Okay, but certainly support is something listeners wantto consider when they’re deciding which package is right for them because based on their expertise or lack of in accounting, absolutely you definitely want to have something it’s easy to use and familiar and that’s one of the things that the lower priced applications do provide. Okay, all right, so the quickbooks sounds like something that could be very good for people who are familiar with quickbooks. What’s another one for small and sorry midsize organizations for mid size will see we’ve got the open systems which this’s the open systems traverse and f p i guess an s p s we’re not for-profit i think you’re right now. This one, this one integrates with microsoft office, which makes a really nice you could export into excel directly. Scott, have you gotto have you got an office assistant who’s hungry there or he needs to go out, and i wish i could get way. Just have a minute and a half left. So he or she will be out very soon. Okay, go ahead. Tell us about open system’s. Broken systems. A little bit more expensive. Goes it around two thousand dollars. But it does include quite a few portions to a general ledger accounts payable and payroll dahna peril and it’s. Okay, right. So an organization that has a good sized staff particularly that needs paid her all that that works well for that kind of organization and what’s the numbers on the open systems travers and f p how much does that cost to get in? That starts in two thousand dollars and that’s for single user license. Okay, we’ll play zoho into a multi user. Which, again, for a larger organization, you definitely want to be able to add additional seats. Yeah, and it sounds like all or most of these are scalable. You’ve said a few times, right? Generally, the initial price is for a single user, and additional users are additional cost. Ok, let’s, go. We have to leave it there. And this fund accounting software round up. Thank you very much for joining us. We’ll have you back. Of course. Thanks a lot, tony. Have a great day. My pleasure. Thank you. That’s. Scott koegler are non-profit sorry. R are a software and technology contributor and expert. And he’s. The editor of non-profit technology news, which is at n p tech news. Dot com you want? Thanks, scott. Of course. And also want to thank john hicks, president ceo of j c geever for joining me today. Next week we’re going to talk about board fund-raising fire up your board fund-raising we will be joined by author and authority gail perry and gale is going to reveal proven techniques to motivate your board to step up to a very critical responsibility of theirs. Fund-raising gail is the author of fired-up fund-raising and you’re crazy if you miss that frankly, well, but you’re crazy if you miss today’s show too, but well, you wouldn’t know it because you wouldn’t be listening, so you wouldn’t have me telling you, um, unless maybe, you know from an outside source aside from me, but you’re crazy if you miss that show, i think or any of these, you could get inside or alerts about the show and see where my live appearances are going to be at our facebook page, which is facebook dot com forward slash tony martignetti non-profit radio and also my blawg has information about the show, m p g a d v dot com, the creative producer of tony martignetti non-profit radio is clear meyerhoff line producer and the owner of talking alternative broadcasting, sam liebowitz and our social media is by regina walton of organic social media. If you like our fan page, please click the like button so that regina will know that she’s doing a good job on the facebook page. But she manages our social media generally. This is tony martignetti, the host of tony martignetti non-profit radio, always big non-profit ideas for the other ninety five percent. Join me next friday, my guest will be gayle perry that’s, one to two p m eastern here on talking alternative dot com. Being a good ending, you’re listening to the talking alternate network. Get me thinking. E-giving. I really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two eight six five nine to nine xero. Or visit w w w died mind over matter. 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041: Event Sponsorships and Email Security – Tony Martignetti Nonprofit Radio

Tony’s guests this week are:

Karen Perry, president of EventJournal
Howard Globus, president of IT On Demand

Read and watch more on Tony’s blog: http://mpgadv.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. I’m your aptly named host. I hope you were with me last week when i had a conversation with craig newmark, and we also talked about everlasting endowment. The founder of craigslist joined me hey has created craigconnects dot or ge for non-profits and those who support them, and we talked about the site and its areas of support. Craig is an inspiration to non-profits i’m thinking about this the past week, the way he works outside of his comfort zone to inaugurate craigconnects when he knows it’s a good idea, but he doesn’t really know how it’s going to turn out. So i hope you listen to that. I hope you were with me for that show and of course, it’s always on itunes, and also last week i had the co author of foundation and endowment investing, kathleen rittereiser joined me, she revealed strategies used by big endowment managers that you can take home to keep your endowment safe and invested, right? That was a segment that your cfo and you’re bored should hear this week event sponsorships and email security. Karen perry, the president of eventjournal, shares her ideas on how to cultivate, solicit and steward corporate sponsors so that you can raise big money for your events. And howard globus, president of i t on demand. Howard’s gonna have strategies to keep your email safe and sound and away from snoopers. He’s got some great non-profit discount sites for major league email and data security. So today i’m joined by two presidents in the studio on tony’s. Take two. In between, my guests remind you that we are media sponsors for fund-raising day in june, it’s, a big fund-raising day here in new york city, and i’ll talk a little about that. That is, at roughly thirty two minutes into the hour on tony’s, take two. So all that is, after this break, and right after the break, i’ll be joined by karen perry, will talk about event sponsorships, so stay with me. You’re listening to the talking alternative network. Latto 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. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Hey, are 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. Metoo welcome back to tony martignetti non-profit radio, always talking about big non-profit ideas for the other ninety five percent. With me in the studio now is karen perry. She has been helping non-profits raise more money from their galas and other major special events. For more than ten years, karen has worked at several of new york’s top advertising agencies on fortune one hundred accounts and has also worked in the non-profit arena in a variety of advocacy development, casework and outreach positions. She has her master’s in social work. In two thousand two, she founded event journal, the first web based alternative to printed ad journals and program books. Karen is here to share her ideas about event sponsorships. Karen, welcome to the show. Thank you, tony. What have you, um, what’s a sponsorship? A sponsorship is an opportunity. That’s packaged where a third party or a second party organization can get some derive some benefit from supporting another endeavor and were generally talking about corporate sponsorships today. Is that correct? This fall into the same sort of pattern of fund-raising that we see with individuals in that it’s cultivation solicitation stewardship? Well, there’s a general pattern. Yes, but there’s a different motivation in general for corporate sponsors, your individual donors, but we see the same sort of general flow i mean, you’re cultivating, soliciting and starting exactly okay, we’ll talk about each of those, you know, talk major those faces. What? What types of events are appropriate for sponsorship? Fund-raising well, there’s generally a distinction between fund-raising events and cultivation or stewardship events, although fund-raising events requires some stewardship as well, to maintain the sponsors, but basically a sponsored event can be anything from a dinner gala to a golf outing to a five k run. Anything where there’s exposure to the public on behalf of the charity or non-profit, where the sponsor would derive some value from being publicly associated with it? And what what are some of those sponsor motivations? Wired wire companies doing this well, probably the most, the one that most charities would assume is for the philanthropic value of it. Ah, usually you know, corp corporate entities are run by people, and people have different experiences in life. So if the nonprofit organization is doing work that touches on the pulse or the heart strings of thie president or vice president or other other key people in the company they miss may wish to get behind it. If there’s ah employees in the company who have been touched by particular disease or helped by an organization, then they may want to rally behind that organization. But that’s, just a piece of it is the philanthropic aspect. There’s also the what’s in it for me. And i think that in this day and age, there’s a big buzz going on right now about corporate social responsibility caused marketing. And so it really behooves the organization to take a look att tthe e exposure and recognition opportunities that they’re offering too, the sponsors when they support an event. Now we have drug in jail on tony martignetti non-profit radio, and i don’t want you to have very long stint in jargon jail you mentioned caused marketing. What does that mean? Cause marketing is when a when a the opportunity basically for a company to aa or for a non-profit to offer value to a company in association with its mission. And how would somebody figure out whether the company has that kind of affinity for for their mission? So how would a charity sort of sort that out. Well, it always goes back to the people who are in the company because cos they’re not faceless. They have people behind them. So if there’s a a company president who has a brother who was developmentally disabled, perhaps that would be a hot button for such an agency. Um, but i think it’s also a matter of ah on the less philanthropic end is, you know what? Exposure to the public, what goodwill are they conveying to the community when the organization offers thie sponsor an opportunity for exposure? Oh, yeah, definitely. I mean, i’m sort of combining two areas amused, definitely talking about the mission related interest that the company may have, and then also the what a positive association interest that they would have blang allied with the being seen with the charity name. So the organization used to do its homework to know who’s being touched by which type of condition and whether or not their mission speaks to a responsible person within the company, but very often that’s, not something that they can identify. So then i think the best opportunity for most non-profits is to put together compelling packages and traditionally for non-profit events, a dinner gala might have three hundred guests or a golf outing. Might have one hundred forty four golfers at best. That’s. Not a very big audience to be noticing the sponsorship support of a company. So in this day and age, there are so many digital opportunities and media opportunities to get the recognition factor out, that the organizations need to understand, and we’re about to take a break. But when we come back from the break, we’ll talk more about some of these marketing materials that you’re recommending that non-profits need to put together to make this compelling case. Teo cos. This is tony martignetti non-profit radio stay with us. E-giving didn’t think the building getting ding, ding, ding ding. You’re listening to the talking alternate network to get you thinking. Things. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam 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 are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com duitz looking to meet mr and mrs wright, but still haven’t found the one. Want to make your current relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Duitz welcome back to the show i’m with karen perry, the president of event journal, which you’ll find at event journal dot com and we’re talking about event sponsorships. So, karen, before the break, we were talking a little about the marketing materials that are appropriate for a charity to put together. What do those look like? In-kind trying to cultivate the corporate sponsorships? Okay, well, traditionally thie formula that’s been used for the ages has been that initially, to promote an event there’s a save the date card goes out about six months before the event, then there’s typically a sponsorship letter that the charity writes that engages attempts to engage thie company in ah, connection to the mission connection to perhaps an event honore connection, teo recognition exposure that they’re going to be offering. And a typical sponsorship package combines tickets or tables at the event, along with certain, um, benefits of recognition and association with the organization. So then, of course, the invitation pack it comes out in which if there’s someone who has committed early, sometimes their logo will be featured. And so, you know, the the media met message for the event starts churning and then sponsorship is usually inclusive of some kind of recognition in association with the continuation of that. So if they have an advertisement in the newspaper logos for sponsors, khun b identified email marketing, which is a newer component logo czar identified for sponsors and then at the event they’ll typically have some sort of banners or some sort of aa journal book where the sponsors and supporters are acknowledged by having an ad and that’ll be in us and in combination with tickets and the it’s sort of sounding like there has to be, you know, a lot of recognition, but couldn’t this could this work also for smaller organizations, are more locally based, but but maybe they would just be reaching out to local companies? Sure, you know, even a small organization, if they’re having a five k run, they have t shirts where people khun can have ah, you know, logos for companies or take and i’ve seen dog walks where when you get there next to the water station, there sign ege where the sponsors are being recognized, but for the larger events, probably the single biggest recognition opportunity traditionally has been the printed ad journal and ah, that’s something that at this point is become somewhat passe because the books are our passive piece, one of the opportunities that’s out there right now for non-profits is to use digital media in various forms to offer recognition and sponsorship exposure to the companies that underwrite their events. So now there’s websites for events there’s email marketing, where they expand to a much larger audience, digital media is going to reach out to people who may not be in the room the night of the event, but who were still part of the larger database for the organization and community for the organization. So the moran organization can tie into a variety of digital media. It expands from what used to be a printed piece or printed advertisement. Okay, and that’s what? Your work is involved with eventjournal and we’ll get into the recognition. I just want to sort of work our way into that. So there was another we’ve identified you identified two reasons that companies would be interested in some kind of event sponsorship that was analogue i with the mission that they’d be in sympathy with the mission or just ah positive association with a local organization and you mentioned a third, but let’s, let’s investigate that one little bit the honoree relationship. What is that? Well, in the new york metropolitan market, honorees are really tried and proven method for bringing revenue into the event, you know, as you get outside of the new york metro area. Interestingly enough, it’s not done as much really is not so common outside new york, but we’ve learned that it’s it’s sometimes we’re suggesting it to organizations and it’s kind of like an aha for them. But basically what that’s all about is identifying somebody. Who’s either done some incredible work or made contributions to the organization or someone who’s business. They can tie their business to the mission of the event, the organization and or if not just some prominent individual who’s willing to put their name and their support behind the event for particular year. And then they either are asked or were requested are expected to bring in a certain amount of support along with there being recognized, so the honoree themselves generally underwrites the event from their company. To some extent, they’ll usually by a couple of tables, or they’ll invite their colleagues. To buy tables, and then the big opportunity, depending on the prominence of the honore, is to reach out to the vendors and suppliers and clients and colleagues of that particular business person or corporation. And ah, you know, let them know that they should show support for the fact that their colleague is being honored. Yeah, so what’s the receptivity that you find in other parts of the country when you’re having a conversation with eventjournal clients or potential clients to this to this honoree idea that you said is new to them? Well, i think that there is a general sense that, you know, asking people to it there’s a discomfort i found with asking people to not only ah chip in a certain amount of much money for their own company, but then reaching out to the next tier, then and the vendors and kind of putting the arm on them strong, arming them to pony up some money. But i think at the end of the day, one of thie ah, one of the real facts of fund-raising is that its sales? You’ve got to get out there, you’ve got to ask, you’ve gotto give people. Compelling reasons, teo, make their contribution words like stewardship. And where were the other worlds of cultivation? You know you can you can catch those and euthanize them, but basically that’s sort of like prospects, prospecting and following up and doing customer service. It’s all the same thing, it’s, just different verbiage. And you you alluded to that we didn’t call it prospecting earlier. When you’re saying that there may be people in the company or heads of the company that are sympathetic to a mission because of their own family circumstances, that’s the prospecting part of of corporate sponsorships, that’s a piece of it. But i think it’s also just knowing if there’s a company that wants to come out as being a good citizen in the community, and you have an opportunity for them to get their logo and their recognition in front of a thousand people who all share some common bond, where there’s some warm and fuzzy feeling for the fact that they have supported a mission that’s important to the individuals in the organization. That’s important to noto you know, you know what about thie the’s honorees in doing this in other parts of the country are we really anomalous in new york city? I mean, what about other cities? Are they are they doing the honoree strategy? They are there, other cities air doing work with honorees, but a lot of times it’s not as monetarily related. So, you know, they may end up honoring the chairman of the board where they may honor a great volunteer. Who’s. You know, the priest who started the programme or something like that in new york, we’ve kind of got it down to a science where you usually have two or three honorees. One is a business honoree who brings in the money. One might be a cause related, honore and a third might be just a scholarship recipient or somebody has benefited from the program. Okay, but the first of those that business honoree here in new york, i mean, there they are expected teo to put forth their vendor list. Other friends of their company there’s always an agreement. Doctor there’s always an agreement between the charity and the honoree as to what level of involvement they’re goingto have, whether they’re just providing a vendor list, whether they’re sending out a letter teo their supporters. One of the best examples we had recently was an honoree who stepped up personally, and we did a video message from eventjournal we did a video message from that honore that was blasted out on email that went tio a couple of thousand of people that the organization and this particular businessman knew it was a personal appeal from him to support the organization and then the email message click back into the website that eventjournal built for the event where all the event information the honorees byo everything to do with why they should support this charity. And then, of course, because it was an online journal, which is what our company does, it had thie ads of thie supporting vendors where everyone could see who was supporting this gentleman, and if your ad wasn’t there, it was very publicly not there and then, because annie journal is a public recognition opportunity, we also incorporate a shopping courts of people come by the rad’s right then and there and, you know, get their support recognized. And so these expectations are all laid out in advance so that the honoree on the charity know what each is expected to. Do in best practices they are, you know, some some organizations, they’re not. His bold is toe have dollar figures. Some will just ask for support and sharing of lists. Sometimes it depends on who the honoree is and what can reasonably be asked and how strong the relationship is between the charity and that particular honore. If it’s someone they barely know, and they’re just happy to have them lend their name to the organization, they have to tread lightly, expectations will be lower. Sure. S so i don’t know how to interpret the new york city version of galas and honorees, are we? I don’t know if we’re greedy or we’re just ahead of the curve and the rest of the country. Well, we’ll catch up. I think in new york, we know that were after the money. I mean, that’s the whole purpose of a fund raising event, you can have nicey nice events or you could have fund-raising events in new york, i believe we feel it’s about the bottom line, right? I’m with karen perry and she’s, the president of eventjournal we’re talking about excuse me, we’re talking about event sponsorships, karen, who should be out soliciting for the sponsorships now, you know, of course, the audience hears small and midsize non-profit so they may not have the wherewithal to get the high profile sponsorships. But who from the charity should be out soliciting these? Well, i think that it’s it’s a communal effort, there’s, generally a few tears of responsibility. Not every organization has a committee, but some d’oh. So if there’s an event committee, a committee of volunteers you mean generally it’s a committee of volunteers on dh they have some vested interest in the success of the event on behalf of the mission of the organization. So what i think is important for staff people to know is that their committee members aren’t as well versed in why somebody should sponsorship sponsor an event they may not be as comfortable with the ask itself, but they have contacts and friends and colleagues and business connections within the community. So i think that they’re a field that could be mined. I don’t think that they’re the ones who should be making the ask in general, unless you have a very sophisticated committee member on dh, then there’s generally the committee, the gala co chairs. Ok, so wait well, before we go to those let’s, just focus on the volunteer committee, that event committee so are they their role then? If they’re not actually soliciting asking for the for the sponsorship there more just setting it up so that then the staff member actually does they ask? Is that would you know, i think that in an organization that’s very well organized there’s generally a target list of companies, businesses and corporations that they would liketo have sponsor their event. I don’t see that as often as i’d like to. But i think that any time you start out with a target list, you have a much greater chance of actually closing sales or closing donation requests. So i think if you put out a list like that to a committee, you may find out that somebody’s brother in law sister in law is involved in the company and that’s information that you would have overlooked had you not asked for that. You just said, oh, who knows anybody that could sponsor us? Most committee members glaze over. Yeah, but a more specific list on dh then you you have a suggestion to go beyond the event committee itself in terms of who should be out doing this marketing for you. Right? Well, i mean, it’s going to depend on the organizational structure of this particular event. We have clients where all the asks are done by paid staff. We have others where the board members are very involved in reaching out to their contacts. Then there’s generally a gala or an event chairperson sometimes there’s a sponsorship committee, which is more focused than the committee at large. So i think, really. It depends on the structure of the event organization. But in general, what i found is that the actual asked can be started by someone on the committee or the board, but wth e conclusion and what level and what they get for that and how you package the benefits. It’s generally got to be done by a dedicated staff person in general. And in terms of that board board involvement. Is that really just about as far as it should go? I mean, what what do you think is the best practice for the degree to which the board members should be involved in this hole process? Might they also be identifying potential sponsorship opportunities? Absolutely. They might be identifying sponsorship opportunities. I think the board’s primary benefit in this type of endeavor is identifying future honorees. And then once they know someone who they can tap for an honoree for an upcoming event, then it’s their relationship with that person. Perhaps that they can then go and make the ask. And then that ask includes who do you know, mr emma’s honoree that could become sponsors and support your being recognized by organization and there’s. Ah! Number of times that, ah, potential sponsor needs to be asked right or or receive marketing materials before you’re actually gonna get an action action for out of them, isn’t it? Yeah, i think that the fund-raising sector in general is not as up one marketing methodology as i think that they could be. And so typically, with any kind of sales or marketing effort, you need a minimum of four to six times of exposure and recognition of a message for someone to even take action and more like six to twelve times for them to really be compelled to do something about it. So what i described earlier with the save the date card, the sponsor letter, the invitation and maybe a phone call from the organization that’s that’s a bare minimum. And this is two thousand eleven. We have elektronik media and we have social media and we have, you know, you can have a facebook page. You can have ah, email, marketing, web based materials. There’s just so many opportunities to teo get in front of potential sponsors. What’s the revenue expectation for sponsorships around a single event. Can you clarify? Yeah, the i mean how? Much of your revenue from an event do you think should be coming from the sponsorships? Well, i think that depending on whether what the revenue streams are, the percentage is going to vary. If it’s a sit down dinner and there’s tickets sales and then their sponsorships, you know the vast majority of the money should come in from sponsorship packages for any successful event. The ticket sales are generally just the up charge between the out of pocket costs and the ticket price, and so there’s not as much potential, whereas a sponsor dollar if someone’s donating ten thousand dollars a sponsorship and they’re getting a table and that table has ten seats that cost the organization one hundred dollars. So the up charges nine thousand dollars there’s also organisations that have journals. And so the journal is where companies come by an ad and it’s just a matter of all the ad revenue comes together. Sponsors get ads, but then people can also buy ads individually. So the cost of printing or publishing or electronically publishing that journal is taken out of the costs. So if they have tickets and sponsorships, i think it should be at least sixty percent, if not more, of the revenue. If they also have a journal, then you put the journal together with the sponsorships, and then that should be a very large percentage of the revenue. Okay, i pulled our ah, our listeners and people who follow the show on facebook and on twitter no, their replies, there were just a few, but their replies were there. Their sponsorship revenue came in either between twenty six and fifty percent, or it was a combination of anywhere from zero to one hundred might said to me, that’s, that’s a huge opportunity with a do badder than glow. I think that should be you should be vast majority, well, that’s, because i’m think i’m thinking they’re not tapping sponsorship opportunity as best they can just in the minute or so that we have left let’s talk about the recognition because that’s, where your work is the recognition that the corporate sponsor gets what what should that look? Likes a little maybe a lot more detail than you said. Well, there’s on location at the event recognition and then there’s there’s ah at large recognition, so at the event it should be very parent who the supporters are with eventjournal we produce thie e journal online, and then we bring it to the event with a presentation where all of the ads are being shown on big screens and everybody sees who the sponsors are throughout the night. It’s very colorful and robust other times there’s a printed ad book where it says there’s an ad in the on a page in the book, sometimes depending on the nature of the event. If it’s not a very elegant event they might be, they may have a banner for the company or a poster board. They may get recognition from the dais. Sometimes a top sponsor gets to have a few remarks from the dais and then outside of the event there’s all of the event promotional materials like the event website, which can have logos and journal ads and their sponsorship letters and there’s all kinds of materials where they can identify who the supporters are. My guest has been carrying perry and she’s, the president of eventjournal, which you’ll find it eventjournal dot com. Karen, thank you very much for being on the show. You’re quite welcome. It goes fast and a pleasure. We’re going to take a break, and after this break, tony’s, take two. And then i’ll be joined by howard globus, the president of tian demand, and we’ll talk about email security. Stay with us. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio it’s, time for tony’s, take two at roughly thirty two minutes into the hour. We are media sponsors for the new york city chapter of association of fund-raising professionals fund-raising day, and that is the largest one day fund-raising conference in the world. It’s on friday, june tenth, at the marriott marquis hotel in times square here in new york, and i’ll be interviewing the conferences speakers for this show, so i’ll be interviewing them podcast interviews and then later on they’ll be replayed on the show. You could get information about the conference at www dot a f p and y c dot a f p net dot or ge again a f p and y si dot a f p net dot or ge. I always talk about my blogged for the week, but this week i had a guest blogger. My block is at mpg a dv dot com, and you’ll see that my guest blogger is howard globus this week, and howard is also the guest on this show this week, so that is tony’s take two for friday, may thirteenth and now it’s a pleasure for me to welcome howard globus to the studio. Howard welcome. Get after him. Howard has over fifteen years experience designing, installing and supporting windows server and workstation products in industries where security and reliability are critical. He’s worked with mount sinai and why you health system and the hospital for special surgery? He’s, president of t on demand and here to bring his big non-profit technology ideas to the other ninety five percent. I’m very glad that his work brings him to the studio. Howard, you have some suggestions about email security? Why don’t we start with the most basic that password for email? Okay, good afternoon. As i mentioned in the blogger hyre, your password should not be the same as your luggage tag or your luggage lock. Many people keep a luggage lock of xero xero xero or one, two, three, four and currently the most common password out there happens to be password with a capital p oh, but they but people do put a capital p on it. Yes, but that’s not enough to confound snoopers. Not not enough. And actually, some people put a capital p an a number one at the end. So that zoho very that’s. Very good. We like to say sarcastic things like that. It’s. Not very good. Now you can tell because you know, you know, you know he doesn’t mean that’s very good news. Go ahead. Sorry. Basically, you want to take a look at having as complex a password as you can to maintain security. That means doing simple things, like making sure your password is not in the dictionary. People may choose a word at random in the dictionary, but a very typical hacking attack would be to have a list of dictionary words sometimes one hundred thousand two hundred thousand words. And then programmatically attack your email by just going through the words if you’re so there are programs that can go through the whole dictionary or one hundred one hundred two hundred thousand words, all trying to hit just one one person’s password there. Programs that can actually go through about five million password words in approximately six hours. Also, these gross out there in the world, and it doesn’t not somebody sitting behind a screen one of the time it’s actually an automatic process that just runs. So when somebody uses ah, capital letter on the first word of the word or adds a number one or two at the end. It’s not a very good password. What you want to be looking at is having a complex password. Sometimes about eight or nine characters is usually a good starting point. Having a number or an additional character like a tilde or an asterix in the password somewhere. Commonly, people replaced the letter e with the number three. Um so what about those replacements, like e three for e and at signed for for for a name? What’s that oh, for a that’s, right? Right. Those work, they do work, but again, those air common replacements. So you want to try and and switch it up a little bit instead of having on eight or xero for for the letter o, you might want to take a look at a seven or something like that. Something that’s not common. The most important thing to understand is given enough time and enough computing power. Any password can be cracked. So you really want to make it as complex as possible and, frankly, not worth someone’s time to use up the band with trying cracked the password. Okay. I don’t know if people are aware that it’s so easy and that just the automation allows such sort of ah, harsh attacks on on a password in a very systematic way, correct. And i mean typically things like hotmail or gmail, even mac mail, these are things that are susceptible because they are they’re known addresses and there the common. So a lot of people go ahead and attack those female, that kind of thing. Now we’re talking about the email password, but does the same apply for your other password like system? Password? Same same kind of theories apply and depending on where you are and the amount of money and or lists that you have available to you will make you amore attractive were less attractive target. And based on how attractive a target you are, you may be under attack on a fairly regular a constant basis. Yeah, charities have donor xero often they’re preserving date of birth, maybe credit card numbers that might save to make it more convenient for the person for the donor to give, but that means they’re more susceptible, teo attack, because that that’s high value information bank bank routing information bank account information all that stuff is a can be available to ah, to ah, hacker. You know, my interest in this topic started because and i mention this in the block post because i got five e mails from different companies that i do business with all related teo hacking that occurred at a company called absalon, which i’ve never heard of, but apparently they do a lot of email distribution and email management for a lot of big companies because these were all big company names that i got the warning email from but absalon i’ve never heard of absalon is actually one of the biggest companies out there. They manage many list for folks is very disown me bed, bath and beyond paypal to some extent, so i mean, these air, these air companies that absalon works with, and they have hooks into each of these systems, so they’re a perfect target. And when, when a company hires this back end company, what you’re saying is huge, but i don’t think the typical users ever heard of them. It’s not a common name, right? Right? But they’re huge. You’re you’re really you’re relying on the front end. Company to be managing their relationship with the back end company and that’s going to play two non-profits to write if definitely for non-profit is hiring a vendor? What? What do you make sure of your agreement says when you’re hiring somebody else to manage your lists for you. Well, one of the things you definitely want to take a look at when you are using an outside vendor is what kind of arizona emissions insurance they happen to have. That’s ah, that’s. Certainly an after the fact kind of thing, but certainly something that wants that you want to have in place. You want to know that that they’re even thinking about it. If you ask an outside consultant, you know what kind of arizona missions insurance you have or data security insurance you have. And they look atyou blankly. That’s, not a vendor. You want to be talking with very much further. Okay, furthermore, you want to make sure that they have not disclosure agreements in place and that they have some kind of security system that’s audited that you can. Then go ahead and take a look at at least on a quarterly basis. Oh, that that the non-profit can audit the security for how does that work? Usually. Ah, vendor that is working with not-for-profits or for a large firms will have to have their systems audit on a regular basis to be compliant with either hip of requirements or sec requirements or some not-for-profits requirements. And if they are doing an audit on a regular basis, they’ll have a report that they can then go ahead and provide back to the to the customers. Okay, excellent let’s. Talk about attachments, since we are focusing mostly on email but not exclusively. What about those lurking attachments? What’s your advice, there’s a. An increase in what’s known as fishing out in the cyberspace and wanted to spell fishing. So keep you out of jargon jail a h i s h i n g l i just want to make the point that it’s not fishing, throwing a rod, but it starts with p a change. Things go ahead. The concept is, is that an e mail is sent that looks very similar to a a normal email that would come from from your one of your credit card companies or processing company or your bank or what? Have you? And that email will have a logo and we’ll have all the text formatted almost the same as as that emails coming from the actual valid location would be, and they would have a link on it’s saying something like, please update your password, papale had this happened quite a bit about a year and a half ago two years ago, you may also get an email from something someone claiming to be ups saying we have a package that needs to be delivered. Please click on this link to confirm your delivery instructions, and when you click on that link within the email, it will take you to a website, and that website may look very similar to the to the company that you that you’re using the website of the company you thinkyou’re going around exactly, but in fact, it’s ah it’s, a fishing site, and what they’ll do is they’ll ask for information, personal information, sometimes credit card information, and they’re looking to their statement is is they’re looking to confirm that you are who you say you are, but in fact what they’re doing is what’s called social engineering and and asking for information. That normally would provide and you provided fairly freely, and then that’s information that could be used later on teo to extract funds. She’s ok, so what’s your advice, then if you if you get something, how do you tell whether it’s legitimately from ups or or it’s, not in almost no cases will you’re a vendor that you’re working with? Ask you to send, send their information, your information via email or clip through on the website the wayto always check is if you log on to the company’s website directly outside of the e mail attachment, but rather going directly to your browser. Okay, so now you’re in there, you’re ignoring the email you going right to your browser and in the browser address window? Correct? You’re saying typing ups, dot com or paypal dot com and then put your credentials in there if on e mail went out saying you need to update something, it’ll have a notice on that website to say, hey, you need to update something alright, because you’ve logged in so they know that it’s you they would know if they had sent you the e mail, they’re going to know, and they’ll remind you of whatever it is they want to do after you’ve logged in. Okay, okay, why don’t you just we just have a minute before a break. Why don’t you say a little bit about firewalls and were firewall protection? And then we’ll look more added after the drugs. Traditionally, computers come with far walls, whether it’s, a mac, a pc or a linux based operating system that’s, a piece of software that will try to keep your system safe and using that software there’s a degree of of comfort that the end user has. The question is, is that comfort valid and that’s something that really needs to be investigated depending upon where the system is connected to how it’s connected teo to the internet and what of the things you’re doing on the on the machine? Ok, we’ll look more about that. Look more at that in a moment. Take a break right now and then howard globus will stay with us, so i hope you do, too. Talking alternative radio. Twenty four hours. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting made tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. 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No. Kayman i’m with howard globus and he’s, the president of tian demand we’re talking about email security, you’ll find his company at hyphen on hyphen demand dot com before the break. Howard, we’re talking a little bit about firewall, so it’s it’s a degree of protection between the outside world and your your inner network, correct to speak a little bit more about that? Most computers come with a far wall, either preinstalled or something that you can turn on. The problem with principal firewalls on a computer is that they need to be hardened. They need to be ah, lock down a bit, which makes it a little bit mohr ah, less oxygen less user friendly on the computer itself. One of the things we recommend is a firewall that’s protecting your entire network, whether that’s, a home network of one or two pcs or or apples or a corporate network, a device that actually has a moral bust process and really is designed specifically tact is a firewall, as opposed to a far wall and a word processor and a web browser and all the other kind of things that a computer is okay and what kinds of things? Is this wall protecting you from? Well, the wall protects you from a number of different things. For example, some of the some of the password attacks that we were talking about not so much on the email side, but certainly on the server side, the database side things that would be password protected, but internally on the network. Additionally, it protects you from viruses and potential malware or little programs that get downloaded by by folks who is surfing the web or until you could tell how it’s, afraid of jargon, jail this’s, malware or little programs gets that definition right in there. Thank you, little programs to get downloaded when folks open up attachments and emails or are served to certain websites, the firewall, what it does is it actually monitors the traffic that goes from the outside in and from the inside out and that’s a critical piece, because if you have a network of any degree of complexity, which really more than one pc is a degree of complexity, the potential is is that there are programs that get installed on your computer that you may not be aware of and by monitoring the far wall. You can find out what what programs are what we call calling home or sending information from the machines back to some other server so you don’t just set this firewall up and and and then forget about it now, monitoring that would be ideal. Basically, ah, home user might have a firewall that they would really ideally take a look at at least once a week and take a look at the logs. Yeah, what about a small office, maybe three or four computers? Smart, a small office that operates on a typical nine to five business day but leaves their machines on so that way folks can work remotely should have. Ah, an active monitoring system is supposed to be a passive monitoring system. What that means is, is that when a potential violation occurs, it emails or notifies out someone who’s monitoring that far wall on a regular basis so you would do things like patch management and upgrades on a on a monthly basis. Take a look at the far wall logs on a weekly basis, but have active management and act of notification on an hourly or sometimes up to the minute basis, okay, and what types of things are you getting alerts about? Well, there’s a number of different things that the most common alert that we would get is we would have intrusion detection so there would be websites, and you’d have an external website or an external address from somewhere out in, out in the world, that’s attempting to ah to connect in using different protocols, things like ftp, which is a file transfer protocol, or using things over port eighty, which is the web protocol that’s things that people use to get out on internet explorer safari browser, but it also is ah, a whole range of different ports that are open and or potentially open, and if those ports are open, every port is a is a potential access point, and these ports are connections into your computer and thrown out of your computer credit. How does this small non-profit budget for all this, for the software that they need to protect their their network? Well, ideally, you’d be looking at or a small non-profit would be looking at some kind of manage service that has ah, a paper month as opposed to pays you go type of faith, the pay as you go, type of he can get very expensive very quickly. If you have a monitoring program in place and you say okay, we know that that monitoring is going to go on for this month. We’ll give you a report at the end of every week or at the end of every month. And we will go ahead and re mediate any of the types of issues that we see and it’s all included in tow. One service and that’s. That would be ideal. The reason why that’s ideal over as a pay pay as you go is the types of intrusion. Detection varies widely depending upon what your internet service provider is the time of the year it is. And, frankly, how valuable your information is assumed to be from an outside source. Roughly. How much would a small office get? Well, are the fees for that type of service based, i assume on the number of users? Is that right? Are the fees are based on the complexity of the device. That’s actually being used as the firewall more complex environment might only have excuse me. A more complex environment might have multiple firewalls and you’d be looking at something where you have to monitor multiple access points, a small environment. Let’s say five users or five people work in an office would probably only have a single firewall fairly, non complex, far wallet that and really be looking at maybe seventy dollars a month in terms of monitoring fees. Okay, okay. Um and that and that. Ah, that active monitoring you said, should be even hourly for some of the things that some of the dangers that are out there. Okay, i know you brought some resource is with you that where that are specific for non-profits why don’t why don’t you share those for discount something? Okay, well, the top website for discounts for non-profits is tech soup, that’s t ea ch soup dot or ge that’s, a website that actually matches non-profit companies with donor cos specifically software and hardware vendors. So microsoft, adobe, symantec, all the big companies go ahead and provide software if ah, non-profit can show their non profit status and joe need. Okay, so there’s a huge names. Is there another one you have or really tech soup? Texas is the main one fourth non-profits and then there’s. A website sands s es and s dot or ge, which deals with specific security issues and can talk a lot about auditing and keeping things upto up to date. Okay, and this sand’s dot org’s also have discounts or that sand xero is just a resource for for things that are going on in the world. All right, that’s, howard globus and he is the president of t on demand, which you’ll find at i t hyphen on hyphen demand dot com howard, thank you very much for joining us. Thank you for having me pleasure next week, our tech contributor and the editor of non-profit technology news, scott koegler will be with me he’s going to share the latest from his newsletter, and i hope you’ll be with me for that, you can keep up with what’s coming up week to week by signing up for our insider email alerts on the facebook page. While you’re there, click like and become a fan of the page, please, you can listen to the show on itunes at any time on the device of your choice at the time of your choice. That’s at non-profit radio dot net and each show is up, usually by the monday following. I want to thank my guests this week, karen perry and howard globus, the two presidents for coming into the office, coming into the studio and joining me. The creative producer of tony martignetti non-profit radio is claire meyerhoff. Our line producer is sam liebowitz he’s, also the owner of talking alternative broadcasting. Our social media is by regina walton of organic social media on tony martignetti, the host of tony martignetti non-profit radio. Always talking about big non-profit ideas for the other ninety five percent. I hope you’ll be with me next friday, one p, m eastern here at talking alternative dot com. I think they’re getting him. You’re listening to the talking alternative network, waiting to get into anything. Good. Duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. 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