316: 8 Areas Of Nonprofit Excellence – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Sharon Stapel, president & executive director of the Nonprofit Coordinating Committee, and Melkis Alvarez-Baez, deputy director.

Here’s the transcript

There’s more at tonymartignetti.com

239: Consider Consulting & Top Skills For Your Board – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Julia Reich, owner of Stone Soup Creative & Marlene Oliveira, principal of moflow, a communications consultancy.

Also, Melissa McCormack, market research manager for Software Advice.

There’s more at tonymartignetti.com

127: Information Artichecture And User Experience & Tech Trends – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Lacey Kruger, lead information architect at Blackbaud

Misty McLaughlin, Blackbaud’s principal user experience consultant

Scott Koegler, editor of Nonprofit Technology News

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

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host it’s february first twenty thirteen we have the campaign for five hundred stars going on, i want to mention it now mentioned also at tony’s take two if you go to my blogged twenty martignetti dot com, you’ll see the campaign video you’ll see the rationale laid out it is basically to extend the reach of the show so that mohr charities khun benefit as i picked the experts, brains were trying to get one hundred ratings on itunes, and hopefully they’ll be five stars. There’s your five hundred stars campaign, please rate the show in itunes. Oh, i hope you were with me last week. I’d be mortified to learn that you had missed grantwriting revealed iana jane hoexter was with me for the hour, she’s, the author of grantwriting, revealed twenty five experts share their art, science and secrets. We talked about researching relationship building, writing and why you can’t polish a turd this week, i and you ex information architecture er and user experience. Lacey kruger lied information architect at blackbaud and misty mclaughlin the company’s principal user experience consultant have lots of ideas to help you design your online properties for success, so visitors return and supporters stay engaged that was recorded at blackbaud sze be picon conference last october and tech trends. Scott koegler, our tech contributor and the editor of non-profit technology news, tells how he sees non-profits using computing to fulfill unique needs, engaged through social networks and customize their own computing. And as i said on tony’s, take two between the guests, the five hundred stars campaign. Right now, i have the audio from my interview at the blackboard conference, and the subject is information architecture and user experience. Here’s that interview. Welcome to tony martignetti non-profit radio coverage of pecan twenty twelve. We’re outside washington d c at the gaylord convention center. My guests now are misting maclachlan she’s, principal user experience consultant at blackbaud and lisa kruger. I need information. Architect at blackboard. Ladies. Welcome. Thank you. Like it’s. A pleasure to have you both. Lacey, i have to ask you, what does a lead information architect do for a big company like blackbaud? I work with non-profit clients of all shapes and sizes at two. Really? Follow-up help create a intuitive structure for their content, so organizing the information they present on the website in a way that people that are using the website can understand it. Okay? And that really is sort of the definition of information architecture is this putting content together so that it’s argast to itiveness usable use your friendly all concerned about the user experience, right? It’s a it’s, a blueprint for a non line experience so it’s the structure of the information okay? And you’re topic that we’re talking about is getting your priorities straight. A guide to successful information architecture, misty let’s. See what? What’s the what’s the first idea that you have around information architectural start basic and we’re built for move up. Excellent. All right, so in my presentation, i outlined sort of a top ten list, like any good late night talk show host, anything that you can be doing, things that non-profits typically get wrong on websites, and i would say almost everything on my list more than half of the non-profits that we work with just get it wrong. So the number one thing that that i would say most non-cash labbate fail at and that’s, the most important online for kind of creating an effective experience for bringing people in and getting people to stay on their website, is articulating their mission in a really short, compelling, concise way that’s almost of the level of the vision of the organization. It’s, what is the social problem that we’re trying to address and what is our particular impact or approach on the world? Hyre we responding to that? What charity is doing wrong around around this? Well, typically, organizations have their mission. They know what their mission is. They want a present too much so they either air on the side of your five senses from my annual report, i’m going to put that right on my home page, which no one can read it super text heavy it boggs people down, people just don’t even see it or they just go for a tagline that might be cute, but it doesn’t. It doesn’t really talk about what the organization is doing, how they’re changing the world so particularly a new visitor coming into a website, they just can’t figure out if they’ve landed in the right place. People just lose tons of new traffic because they’re really true. You are the right size. They’re not even shit. Well, they mate, they made sort of think ellery, this organization has something to do with what i’m after, but it doesn’t seem like they’re really kind of making an impact or this isn’t necessarily the cause that i want to learn more about. I want to support so a lot of the time, if somebody’s coming to you through a google search, you don’t clearly articulate your mission. Just don’t get another chance, lacey. Now, in the last last session, i just learned like boxes. Sure, you both know, like, is this appropriate for for a light box on? Why don’t you explain it like boxes? Because everyone listening to this may not have heard the others weinger light boxes. This is totally just a neophyte question is a light box an appropriate place for you’re it’s, ice efficient state after you tell us what? Like boxes. Okay, so light boxes. It’s. Kind of a non obtrusive papa buy-in. It allows the user to see the content behind the papa. So it interrupts the experience with the message that the organization wants to get across. But you can still visualize what? Behind the message. So it’s really easy. Tio, click out of it and dismiss the message. A shaded bok’s ship you could see behind. Exactly. Yeah, my ideal fight question is, is that is that compelling? Is that compelling enough for light box? Having this concise, efficient, i would not suggest it. I think a lightbox a better use for a light box is something that has a specific action. You want users to take something like donate now or you take action or fill out this form or something. And with learning about the organization learning about their mission you really want them to explore. And, you know, click around and read different stories. You have, you know, it’s not just one thing. It’s it’s. A multitude of different inputs experience so it’s okay, if people have to click to find concise mission statement mr was talking about he used you said he wasn’t such a deal. Fight question. Maybe it’s important enough that it rises to the level of light box. But i understand it does well, where should it be? It should be something that comes across in the home page. So one of the things that we do is is way gauge a user’s reaction to the home page. So we show a home page to a user. This is a usability test. We show them the home page, and we say, what adjectives would you use to describe this page? And if those adjectives match your organization’s mission and your messaging, then you’re in good shape. But oftentimes they don’t that’s a basically a focus group for the home it’s. A usable yeah, basically it’s, a usability test, and you can do it online. So it’s, really quick, and you don’t have to get people all in the room together. That sounds a little sophisticated, but a small and midsize charity could probably do something like that. Maybe in a board meeting or a maybe they do host a little event or something like that if they don’t have in other words, if they don’t have the wherewithal to create something online. Is that is this doable in our little round table or something? Sure, another great place, great free place to get input from your users is your social media channels, so you could you could publish, you can publish a test like this for free online, and you can post a link to it on facebook or twitter and then people that are following you there can that conflict to it? Doesn’t your users so it’s a great freeway to recruit people to help? Okay, this deal will come back. You know the number to now. I know you don’t listen, do you know the same number ten? But mr knows it’s a top ten list presley roughly. Yeah. So what’s your throne. Another one. Whether whether it’s number two or not. Well well, never. Alright s o a few others but i think are worth mentioning. Wanna? Storytelling. One of the most important things in an organization could do is both tell and show the impact of its mission. So showing can happen in a couple of different forms, something like an infographic. We’re showing a few key statistics for those kind of analytical thinkers. Those people who are considering making an investment in the organization who want to know what kind of an impact you’re having. Something like an infographic on the home page that says we provide vaccination for fifty percent of the world’s children. That something unicef does powerful number that can visually represent that, in a way. That’s, really compelling talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of two one two, seven to one eight, one eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com but they also do well, is they do this sort of show and tell of an individual who’s really being helped look at this two year old to receiving vaccinations and how it changed his family’s life, how it’s extended his life span, that kind of story telling us something that non-profits often don’t do. And when lacey and i talked to our guy notations and we actually go out and talk to their audience, the number one thing that people say they want more of universally stories, it’s stories that helped him get a feel for the emotional impact of the organization and make them connect to it. What are some of the best ways of telling these stories? Well, personal profiles are one way, and the organization could really kind of find a few kind of two faces and a few key stories. Another great way is actually to get people whose lives have been transformed to tell their own story and that’s. One of the ways the web is really powerful, that you can really solicit content from people who were personally involved are helped by the organization and get them to tell the story of what? Happened? How their life has changed as a result of it. Lacey telling it in what format? A week. Talking about video or its print or it’s all these or what? Video video is a great option. I think i think it’s important to have the text as well. The text as the substance of the story, but video. You know, if you have some video testimonials, those can be very powerful tools you do need you do need something to draw somebody and to make them want to watch the video. So it’s kind of a lot to ask for somebody to click and watch an entire video about something. But if you give them a preview of it and make them, you know, compelled toe watch it than video would be a great way to tell the full story. Do you have a place around? How long? Something like this should be a way to talk about drink this two or three minutes too? Increase the viewers or fifteen, ten, fifteen minutes? Yeah, i mean, i was short is better. Our attention spans are not what they used to be. So shorter is always better, i think. All right, so another, aside from sharing impact and outcomes, vividly least he wanted to give us another another idea around information architecture. So one idea that that we see a lot of is organizations that structure their content like their organization and structure so they, you know, they organize it by department four in-kind, you know, a different division that the organization works with, and while that makes a lot of sense to the organization and they can each kind of own a section of the website, it doesn’t make sense for their users. You know, i don’t know what your marketing department does versus your fund-raising department and i don’t i don’t really care, i just care kind of what are you doing on the ground? So i think i think, you know, using structures and labels that resonate with your users and not not necessarily your internal stakeholders users need to come first in their perspective, okay, how do we figure out how are users are thinking about our organization? Information should be yours, there’s various ways to research that on there’s some low cost ways. We’ve talked about smaller non-profit so i’m just talking to people. And asking them kind of what they think. There’s a there’s, a research technique called card sorting that you can present teo users a basically a set of cards with kant, the types of content you offer so these stories would be one of them, you know, news articles would be another one, events would be another one, and then you ask them to group things to group the content, according tto what makes sense to them, and then you can use that to really guide this structure of your website. Okay, is that where you want to say about that? Argast there are a ton of using research methods, and i think that this kind of gets to the heart of what user experience is, which is that we really take the approach that an organization has goals they want to achieve online, but the only way they’re going to do that is if they begin from the place of their audience. So they really research and map out and understand who these folks are. Lacey and i often develop personas, which are kind of detailed portrait of the major audience groups that our organization is trying to reach. Online or offline? And try to really understand what it is that’s driving and motivating that particular type of person and that tell me, organize content, we create an experience, okay, let’s, talk about it. This is interesting personas are hypothetical ideal oppcoll what do you know about these? Look what you create about. So we really try and make that a storytelling exercise, which is a demographic information with kind of fundamental it’s also attitudes, motivations, perceptions, behavior, schools, it’s sort of all the reasons that someone might be seeking out your organization, or that you might be trying to get them to be aware of who you are so they can also be aspirational. It doesn’t have to just be people that you’re reaching today, it could be people that you’re really trying to seek, but you failed to be able to connect with well, what’s great about personas is that they give you a framework kind of strategic, audience oriented framework as an organization to get your marketing department on your fund-raising department and your programs, folks all organized around the same type of folks, so that not just your website but you’re offline communications your email. Marketing their social media presence all of that is organized around this theme for audience groups it’s a really good internal tool for building consensus and getting people on the same page. Excellent. And i want to remind listeners that i had a guest. James is your tronvig group his work is around marketing. I talked a lot about building these personas also to some live in unconference i don’t remember the date of that show can can access it, but look for james on the block search for him as a guest, fine, very similar conversation, what we’re talking about right now creating these hypothetical personas, and he talked a lot about involving the board yes, especially in the aspirational persona, anything anything you want to add in that respect so it’s part of our process is that we begin with stakeholders, and we like to begin from the kind of all the way from the bottom, all the way to the top of the organization and everything so board is really critical, particularly board, because they removed from the day to day operations of the organization a lot of the time. But then the web folks with customer support people who answered the phone and they hear the kinds of complaints, but they really know who these folks are because they’re talking to them. So really at all levels of the organization trying to get stakeholder employed and then help people to kind of organize around these personas, including the board, because it can really shape the board’s vision of who you’re going after. Khun really molded it could be a tool for getting boardmember all on the same page with each other. Hoexter lacey let’s, go, teo. Another another good practices. Wait. Let me ask you for that either of you, major in information architecture is is such a major where? Yes, i am saying yes to you might not believe it, but i have a master’s degree and information architecture and usability. Okay. Yes. So there is a program out there in the online world. And i’ll just say it comes from the discipline of information science. So that’s, you know, organizing libraries, organizing videogames, organizing any place that’s an information or an interactive space. These kinds of principles apply. You could really learn a lot there. So that’s, the kind of background that i come from lacey comes from an interactive advertising backgrounds second, tell us where your master’s degree program hey, someone’s grief, they’re interested in such a degree. University of texas school of information how did you become an information architect? So i was an advertising major at the university of texas, and they had an interactive advertising sequence that was just a special series of classes that i took. And so that was the beginning, and then i did, you know, i worked in an ad agency for a while and then moved into the non-profit space that khun vo and and really worked with misty teo, develop our methodology around design and really dive into the information architecture. So anything so it was a slow transition on when i graduated in college in interactive was so new that there weren’t really information architects. So as soon as that niche kind of created itself, i found that that was where my home was. That was where i was meant to be. So i fear that all these years i’ve been mispronouncing the name of your former company convoy, and he wasn’t wrong via can be another reason it’s convenio and not cardio. It’s a schwab. They go back like fourth grade english and my homeroom teacher talking, you know, like more than a second green. So suave officials have you? Yes, i think that people sometimes go for they reach for convict. And so con vo seems like a natural stress, but actually in english. Apparently i’m married to a linguist way. Put the stress on the second to the last syllable in many cases. S o convene. Okay, that would be the italian pronunciation to yeah, very common with italians. Have accent on the second last that’s, right. And so in latin. Convenio means with vision and that’s where the name came from that’s how the founder information architect married to a witness. It’s true snusz lisa let’s. Talk about another. Another good practice in information architecture s o so one of the ones that comes to mind is creating a visual hierarchy. So on your home specifically one identify what the key points, the key messages you want to convey. So, like misty talked about earlier, your mission and vision should be number one on that there’s also, probably some actions that you wantto encourage from your home page. So i think that having a visual hierarchy that it’s basically a design principle that ensures that the big key salient points are what stands out visually on the page so they might be, you know, a different color, they might just be a graphic on next ism text, but the visual hyre he is what conveys to users look at me first, look at me. Second, intel is that kind of guys there experience around a page, okay? And you would develop that screw you users talking to users about how they are going through your sight versus how you’d like them to be going through your sight, or or do you do it more based around the way they’re doing so, whether you want them to or not? So the the inputs are both from the users and from the stakeholders. So our job as information architects is really to combine those two sometimes distinct set of needs, so the stakeholders wanted communicate x, y and z and the users are looking for, you know, a b and c and so it’s it’s a meshing together of those two things that that designates what the visual hierarchy should be. And that that’s sometimes a balancing act, but usually usually stakeholder messaging. What the organization wants to convey kind of comes first because it’s like this, this is what we want you to get across. Can i add one thing there? No dahna wrapped it up. It was perfect that your colleague is given insufficient explanation is that way work together a lot. So we tend to tag team this morning because of course, you’re welcome way often use web analytics data, i think one thing that’s hard, right? If you talk to people, people can often describe their attitudes and their motivations, but they don’t really know what they’re behaviors are there just sort of predicting? I think i would act like this. So analytics data is a really great kind of hard metric sort of way to look at trends and how people use an information structure, a website. What do they really interact with? What are they seeing? What are they not even saying so a lot of the time, you know, the kind of piece of this that we can bring in addition to research we really do with the audience surveys, that sort of thing. Is a really behavioral picture of how people are using the site, and that helps to really inform ways that we think people will use it what we can do with it. Okay, what are some of the ways that we influence? How they move through the site because it is simple is fun size? Lacey mentioned color it is simple in these things visual priority top to bottom orientation. Navigation is obviously the primary tool that people used to traverse when they’re really looking for something to move in and out of a website, you can do a lot that’s really powerful with having really strong navigation devices, um, and then they’re just a variety of ways that we can provide pathways into the content so you can throw all your content up there, and some people think that’s the solution that more is better, lacey and i really take the approach that more, more is not necessarily better if you have a ton of content, what you’re trying to do is move people strategically down paths towards the content that they’re looking for and that helping a lot of klicks is not necessarily a bad thing, but that used to be kind of the common wisdom with the web no clicks, you know, you really want people to get everything from the home page, but actually what people want is to feel like they’re on a journey towards the thing that they’re looking for, that they’re making progress, and if you can help them do that, they don’t actually mind moving around to find the thing that they want. Ladies, i’m going to guess that you have a lot of frustration as you you navigate the web, whether it’s, charitable or run or you’re not charitable sizing goto, who means a lot of frustration, there’s frustration, but there’s also a lot of inspiration. Um, i would say, you know, i didn’t major in information architecture, er and the majority of my training and education about this has been my own experiences online, so i learned a lot from other sides, you know, when i’m looking for something on amazon dot com and i confined it like that that’s something that i’ll take with me in translate to what we’re working on. So there’s good and bad there’s definitely some poor experiences out there, but there are good ones. Too wanted to share. What is it you love about information? Architecture works. I would say it’s very creative without being visual you create on it allows me to really kind of use my let to think about how things should be organized. And, um, you know, the graphic design part of it is is very important. But i think separating the information side of it from the graphic side of it allows for a bigger picture and allows for a cleaner in solution. And i think there’s also just so many facets to information architecture’s. So we designed the navigation structures and the way the continent looks on the page. But we also designed back in data structures and how a gn administrator would put the content into the system. So it’s just a big universe of on a different types of work. And it keeps things interesting and dynamic all the time about you. What i love about this work, we just have a couple of seconds. Yes. So i would say good idea is like a good therapist. But it anticipates your needs before you even know that you have them sometimes that it gives you something. That you may not be able to get anywhere else. And then it sort of satisfies you in a way that keeps you coming back again and again. So i like helping people get what they want and get their needs. Recession was getting your priority. Street guy, too successful. Information architecture. Christine mclaughlin is principal user experience consultant. Blackbaud and lacey kruger is lead information. Architected blackbaud you are listening to twenty martignetti non-profit radio coverage of twenty twelve, thanks for being with us, durney. Thank you, my thanks. Also to the people at blackbaud who helped me that october day last year, especially melody mathos very helpful that day and everybody else’s blackbaud right now, we pause for a break, and when we come back to tony’s, take to the five hundred doors campaign and then scott koegler on tech trends, stay with me. They didn’t think that sending the good ending. Ding, ding, ding. You’re listening to the talking, alternate network waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Duitz hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there and welcome back it’s tony’s take two roughly thirty two minutes into the hour, the five hundred stars campaign i’m hoping to get the goal is one hundred readings on itunes, and of course the hope is that they’ll be five stars. Our five hundred stars campaign why am i doing this? What’s the what’s the case for support, as fundraisers would say it’s to increase the visibility of the show so that more non-profits can listen and benefit as i picked the brains of my expert guests that’s it you’re helping the charity community nationwide start at non-profit radio dot net, and from there, click viewing itunes or you could just go to itunes and search for the show name. Either way, i’d be grateful for your help. Very grateful if you would rate the show in itunes and five stars would be terrific there’s a campaign video on my blogged and this is all explained there, but you don’t have to go to the blogged just just jump to itunes and my blog’s is that tony martignetti dot com and that is tony’s take two for friday, february first, the fifth show of the year scott koegler is with me now, he’s the you know who he is? He’s the non he’s the editor of non-profit technology news he’s, a regular monthly technology contributor on twitter, he is at scott koegler konigstein are scott kottler welcome back. Thank you. Tell me, how you doing? I’m doing terrific. Get that down. Good. Thank you. You do too. We’re talking this this month a little about trends, trends that you saw in two thousand twelve as the editor over there at non-profit technology news. What did you see? Well, you know, there’s always a lot of things going on in one, probably non surprising thing was the increased use of social media. It’s just, you know, it’s almost a given that non-profit i need to participate in social media just like you’re doing, tony, you know, with your itunes and your show and the kind of things were there, but the corollary to that is that people are looking beyond the social media and beyond the traditional methods of getting together, which and that’s, really the more surprising to me is that there was a break from social media into more traditional meaning. Face-to-face or letter writing or what phone calls? What? You mean? Yeah, well, hit one of them, actually, but i throw out six things. I’m bound to hit something was about to hit a target with one shot. Yeah, phone calls, for instance. You know, i used to be that before social media before even all that kind of thing really depended on paper mail and phone calls, you know, if you had paper mail that was kind of general, but if you needed quick responses, if you needed to actually get a message to someone personally was phone calling dahna so as we start to move away from that and rely on facebook and twitter and those other kinds of things, it’s pretty easy to discard the more traditional methods of contacting folks. One of them is the phone calls. And you know, if your constituency is large, obviously making phone calls to the entire, uh, donor base or a participant bases is pretty impossible. That’s impractical. Maybe so we’re seeing we’re seeing more activity. And what phone trees. You know, the thing that churches and schools used to to contact the people? No one like when there’s a snow day like a snow. Day he’s like that, so they’re using. So you’re seeing you’re seeing non-profits enlisting volunteers to use in phone trees? No it’s, thie automated phone trees more often, you know that still technology hyre honor requires, you know, prior set up, but we’re finding that that that the phone is, you know, one of those ways that needs tio needs to be used sometimes, okay, are there are there providers that you’re aware of that that are good in automated phone tree work? You know, i don’t know who they are. We’ve had comments from a couple of, uh, back-up couple of non-profits that have used them, but my understanding is that the that they are locally based a lot of times, and some of them are actually equipment that you install so there’s a variety of things if you have a question about it, my my recommendation is going to go to your local church and ask them what they’re using because they’re probably have one installed somehow, okay? So going backwards in technology to get attention because people have been abandoning the phone just like they’ve been abandoning hand written notes exactly and there’s a couple of reasons. Aside from just you know, you want to contact somebody but one of the organizations that we talked to, uh, those events and, you know, there’s a change in the weather and you need to contact folks email is really not always going to get there. Not everybody has seen on their smartphone. Not everyone has a smartphone, and so being able to contact folks as there may be getting ready to go out the door it’s really important. So that’s, why the phone tree but there’s also another piece to that, and that is along with the fact that people you can’t get too may not get to email right away or in some cases again, depending on who your audience is may not even have e mail, and that is the text messages. And again, there are there are providers that can do what’s equivalent to an email blast by text message again that requires having at all set up and having your you know, your text, your phone number’s already installed and ready to go. Um, the text messaging is one of those very immediate contact method. So again, do you have a the event, the weather? Changes. You need to change the location or tell people that has been called off. Text messages is one of those not quite as retro as telephone. Direct telephone contact. Sure, but it’s, you know, it’s. Another another method. Ok, yeah, if you if you know your constituency has the has the technology. Um, i see text messaging, you know, going back to the phone. It’s. Interesting. I own a home in in north carolina, and the police department there uses automated phone tree to alert us to incoming bed whether hurricanes, there was a rash of burglaries in one neighborhood, not my neighborhood. Of course we’re we’re we’ll secure. I haven’t, you know? Yeah, but some in one of the lesser neighborhoods in that town, the police were saying that there have been burglaries people had been. And they got to the level of saying that the burglars were getting in a lot of times through the garage garage doors being left open. So, you know, they got to that level of detail in aa in a in our automated phone call. So you know, there’s a there’s, a town government using it and not a big towns small. Town north carolina? Yep, yeah, those technologies kind of reach everywhere, so and so wrapped up in what we’re talking about is figuring out what what is what makes sense for your you’re non-profit and your constituents, whoever they are you trying to reach exactly the point, tony it’s uh, not not all constituencies have, you know, our enthusiastic facebook users. So, you know, some are some, aren’t i, uh, i know that some of us older folks, you know, just don’t always live and die by facebook, so wei need to have other methods and, you know, not just older folks, but, uh, it really just depends. I mean, think about the disabled community, you know, they may have special, special needs in terms of being reached, you know, if you have a i don’t know death community, you know, you need some other way than just telephone, so lucy need the enhanced telephones. So now i see why you unfriended me on facebook you’re using this opportunity using this platform that i give you as as a way of explaining to me why you unfriended me on facebook, i guess because you don’t use it very often, right? So you figured, you know, i have tony as a friend as well, unfriended. Co-branded yeah, sorry, all right, um, but ok, so you’re a former ceo, chief, information officer. How do we go from recognizing what our needs are specific to our organization and finding the technology that’s going toe? Help us fulfill those needs? Good question, but then that’s what your baby, i try. It’s really a kind of a multilevel approach. First of all, you got yeah, you really have to think. I mean, hopefully, if you’re if you have a constituency, you have been able to connect with them. I mean, that’s kind of the whole point, and so you have some basic understanding of what their needs are, right? So so you need to just think about that, you know, how how do these people communicate? How what do i see when i when i talk with them, what do i experience when i’m when i’m with them? And of course, one another way that is maybe not quite so obvious is actually ask them, yeah, certainly would like to be communicated with, right? What? How did they get messages? Have a talk with people that are important to them to find that out on dh, then kind of pursue the the resolution for that just to research again, asking maybe other non-profits you know, a lot of intelligent non-profit activity out there, you might have, you might have expertise on your board, correct possibility if there’s a marketing communications person or if there’s a technology person um what’s your what’s your sense of, you know, technology consultants? I mean, are there people who who think broadly about technology or there, or there only consultants who work in phone trees or social media or, you know, other other other specific areas? Uh, yeah, of course, there are people who work only in specific technologies that generally called sales folks. Yeah, and, uh, you know, there are consultants to deal in social media and unfortunately, no that’s become kind of a commodity kind of a thing. I i saw a survey recently were there were, um just the term social media consultant has has become meaningless because everybody is one. Yeah, yeah, i see that i’m not on the more important way to go about it is to find find somebody who does consult on a broad range of of issues and isn’t really focused on anyone. Technology, uh, isn’t being paid to promote one specific thing, not not to put down social media experts, but it’s really it’s become a catchphrase? Yeah, that not everything is social media. You know, it’s, not the whole world. On twitter, i see so many people who call themselves social media either experts or gurus. Oh, yeah, guru is just so become become so ubiquitous that it is meaningless now, and i think every it seems like so many people who are just users of social media consider themselves now gurus and experts. So if you are looking for somebody in that area, you know, make sure they’ve been doing this for, you know, i mean, social media, ten years or so, ten or twelve years, it goes backto old social communities, there’s more than just facebook and twitter in social media, you know, early blogging was is certainly social media, so you want somebody who has, who has a breath of experience and many years, and i personally i tend to stay away from the people who are self proclaimed gurus. Um, i’m just kind of off the topic, but there is another way to check that out and to find out if somebody is, in fact, a social media guru, and i don’t really mean that. I mean, i mean, if they’re well connected and that’s really more important than being, you know, any particular label, i think we talked about this before there’s a site called clout k l o ut yes. Right? And it, uh, it takes a kind of a broad perspective. It is still based on social media, so it, uh, it takes into account traitor twitter, facebook, google plus link, then foursquare, youtube, the flicker, you know, all kinds of things, and it measures your influence of anybody’s influence on, um, you know, on those different areas. Yes. Okay, so you can pretty easily go on to clout and find find somebody’s measure, in fact, okay, hold that thought. We’re going to take a break right now. Scott will come back, and we’ll continue talking about clout and measuring the influence of the gurus. Stay with us. Snusz you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back. We’re talking technology trends with scott koegler, the editor of non-profit technology news, which you will find at n p tech news. Dot com scott, what were going to say about clouds? Cloud is again a measurement of the social media in foot, right, quark, a variety of places. So what i was going to say was let’s, check tony um, and but you know what, tony? I did, and for better or worse, you and i have an equal score of fifty nine that’s humiliating to me what you’re equal to me. Yeah, because you said you don’t even use facebook thing is rigged. Forget cloud, alright, everybody listeners ignore what everything said everything that god said about cloud because it’s it’s clearly a charlotte in sight, it doesn’t doesn’t know what he’s talking about no it’s k l o ut clout, dot com and that’s interesting scott that we are that we’re equals it is and you’re not even trying. I know, i know, but you know just let’s. Look at the score for a second. Okay, fifty nine is actually not bad. Oh, they give you a rating for that fifteen out where it stands. You have fifty nine. I mean, if you just look at kind of the general, um, the seventy is like, almost the top of the rank really is for seventy is really, really good. Eighty is like superstar, um, fifties is, you know, is pretty good. So, you know, actually a fifty nine or sixties is actually you and i, tony, are among the influential gru’s there’s that word in social media. So without without really talking about you and me as we were talking about gurus and health, that term has really kind of become irrelevant. You can look at a sight like cloud, and there are a couple others that i can’t remember. They’re kind of up and comers, the cost been around the longest of those and so eh, it’s, war, you know above fifty is actually pretty good. Okay, so that person would have some credibility in social media, right? But and that’s a good way to check out somebody if they say they’re grew. Just put their ideas in cloud and we’ll see if they got a twenty five they want yeah, right. That’s, that’s. More like your grandmother, right? Grandfather’s? Exactly. Right. So we have a few more minutes left. What do you see coming as a trend in twenty thirteen or and maybe beyond, you know, specialization. I think the whole issue of using existing applications and existing tools in ways that they were designed, um, is what everybody does. The what’s coming now is using tools, system’s, applications, methodologies in new and different ways that we were not originally intended. Is what’s happening next? I think you know the phone tree. Text messaging. All those kind of things are becoming more and more viable again after all this time. Text messaging blast. You mean so right? Ok. Anything more specific that you can say about what you want? Oh, let’s, try it this way. What would you like to see? What would you like to see that’s not out there? I would like to see more, more personalized connections again if we just take text messaging, for instance, with email. If you’re sending out an email blast to your constituency, most email systems allow you to insert their name. You know, some information, all right on the flight. So it looks like it’s personal, even though you really know that it isn’t. But it would be nice to have that kind of capability with text message, even though they’re very short. Hey, tony, you know, i hope we show up today. We changed the location. Make sure you get the right place. You know, that kind of a message would be nice to be able to do, um and it used to be i think that text messaging in particular was kind of frowned upon because it was because it costs. The receiver money, and that hasn’t really changed except that now most phone plans include some number of text messages in their plan, so it’s a little bit less onerous on the recipient. Okay? And i think it’s always smart if you’re going to do that to offer a way of opting out absolutely no block, text block or text opt out or something back, and then the person is saying, i don’t want to incur the charges for any future messages that this center would might might send to me, right and that’s that’s the personalization. And along with the personalization is the method of contact when you sign up for a service, a lot of, uh, a lot of the services will say what? How would you prefer us to contact you? My voice by email, by text, whatever it might be. And so those kinds of personalization services can really go a long way too, you know, kind of solidifying that that connection between you and whoever it is that you’re trying to communicate with you. Okay, well, we’ll look for more, more personalization. Anything else you want to wrap up with? Scott? No. Tony let’s, let’s. Get out there and boost our krauz scores. Yeah, well, seventy to me especially. I just i don’t know. I don’t know whether you should be elated to be at the same score i am. Or i should be very disappointed to be at the same school you are. But something definitely is off to look into this more. Okay, thank you very much. God good to talk to you. Take care. He’s the editor of non-profit technology news again at n p tech news dot com and he’ll be back next month. Next week professor john list from the university of chicago on the value of lead and matching gift in your campaign. And chuck longfield, chief scientist at blackbaud has lots of ideas for increasing your matching gifts. So we have some research people next week, but don’t worry, i’ll keep the keep to talk straight forward and relevant, not not academic and pedagogical. Sorry i couldn’t send live listener love this week. You know, i love to do that a few times a show, but this show was pre recorded. We’re all over the social web facebook, youtube, twitter linked in four, square and still on ly tied with scott on cloud, i’ll pick one of those out facebook. You can sign up for weekly email lorts there be the first one to know who the guests are for that week and what the hell while you’re there, why did you like the page? See us on facebook. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and it shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. Remember the five hundred stars campaign, please go to itunes. Great, the show, one to five stars. I hope you’ll be with me next friday, one, two, two p m eastern at talking alternative broadcasting, which is at talking alternative dot com. I think that’s. A good ending. You’re listening to the talking, alternate network, waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Dahna hyre

119: The Bequesting Brain and Donor Database Dungeon – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Russell James, Ph.D., associate professor and director of graduate studies in charitable financial planning at Texas Tech University

Scott Koegler, editor of Nonprofit Technology News

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i very much hope that you were with me last week. It would cause me great distress. I couldn’t stand knowing that you had missed thirty four things to know about people. Andrea nierenberg, president of nuremberg consulting group, returned. She had so much simple and valuable easy relationship building advice from october fifth that i invited her back and the last show, which was, of course, two weeks ago, she had thirty four things to know and howto learn them how to preserve them and what to do with them, and her list of thirty for is now on the facebook page and are linked in group also get engaged to amy sample ward are regular social media scientist, social media contributor continued her siri’s on real engagement and building trust through the social networks. October was setting the tone this month. It’s your call to action. Amy is membership director for and ten the non-profit technology network and blog’s for the stanford social innovation review. I want to welcome new listeners. I need a big spike of listeners in october and i hope that you’re still with me in november hoped very much welcome. Welcome to the show this week, it’s, the big, questing brain professor russell james at texas tech university does neuroimaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former plan giving fundraiser and director of the graduate certificate in charitable financial planning has research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon scott koegler, the editor of non-profit technology news. Our regular tech contributor wants you to keep your donordigital base secure so nothing escapes. We’ll talk about inappropriate use sql sounds like jargon jail already inference and overloads between the guests on tony’s take to my block this week is charity registration matters. Why compliance with state charity solicitation registration laws is important? If you’re listening and you’re on twitter, you can use the hashtag non-profit radio to join the conversation with us there where monitoring that hashtag in the studio and i want to welcome my guest is russell james he’s, an attorney and phd he’s, an associate professor and the director. Of graduate studies in charitable financial planning at texas tech university, where he also supervises the graduate certificate and charitable financial planning. He has spoken at the f p international conference, the big twelve gift planters association and giving korea we have listeners from korea pretty regularly, actually, he’s presented his research at universities in the u s, spain, germany, the netherlands, ireland, scotland and england, but i noticed not whales, i guess the welsh don’t care for russell james for some reason, the welsh have not invited him, but the irish, scottish and english have he’s, a consultant to the south korean government, around their effort to adopt plant e-giving legislation, he’s been a plan e-giving fundraiser and a college president. Russell james, welcome to the show. Thanks so much, tony. Glad to be here. It’s a pleasure to have you. You’ve had a lot of jobs but a lawyer. Fundraiser, college president now, college professor, you’re you’re having trouble holding jobs? Yeah, that that is an issue. But hopefully i can. Okay, what’s next, the construction trades. Maybe. I don’t know. No, i’ve got ten years. I’m gonna stop. Okay. Well, that’s it you’re set. Okay. Um, our big questing brain. This is really very, very interesting to me. You do? Ah, neuroimaging research. Why did you decide to pursue this? Well, i’ve spent a lot of time in the area of fund-raising a particular plant giving, and there have been a handful of studies done on shared will get e-giving decision making in the scanner, but nothing had been done yet. Looking at decisions for request, a charitable giving. And so that was something new and something i was interested in. And after getting ten years gave me the opportunity to take about a year and a half or two years to learn how to do this neuroimaging so that we could proceed with finding out how the brain works. When you ask people questions about making charitable bequests, this is not a line of research that a non tenured professor would have the luxury of pursuing. Well, it it takes a long time. And since my original background is not in neuroimaging, it takes a fair amount of time to get up to speed with the process. And it helps having a little bit of job security before you start chasing rabbits like this. That’s one. Of the few jobs you have not held is neuroimaging scientist. Thank you. Um, and what was your methodology for this? So the approach was tio have people when they’re in the scanner, they can observe a computer screen, and we could ask them a variety of questions. And what we wanted to do here is we wanted to have questions that were identical but on lee different and whether we were talking about giving money or volunteering or leaving a bequest gift. And since we can’t actually enforce a bequest gift in the scanner, what we did is we ask them if you signed the will in the next three months, what’s the likelihood you might leave request gift to a particular organization. And we used about about twenty eight large charitable organizations on we also ask them about if they were asked in the next three months, what was the likelihood they might give, give money to the same organizations? Or that they might volunteer time to those organizations in the idea being here, we want to see what brain areas are engaged when people are thinking about the probability or thinking about this idea of, well, let’s. See if i was asked if i was finishing a will. How likely is it that i might do this? Okay, and you compare that with a current gift and volunteering, okay? And because you see those as as different methods of support. And so you thought there might be some different segments of the brain that are that are involved exactly. And also because we understand a lot more about current giving and volunteering because people engage in that behavior very frequently, we can observe it a lot. But the quest e-giving is something that people engaged in very rarely oh, and oftentimes not observed. And so we sort of want to compare with the thing that we know about better. Did the volunteer part did that involve boardmember ship buy-in a chance it did not. It was just a generic question of hey, if you were asked the next three months, right, your likelihood that you might volunteer time too. You know, the american cancer society, for example, okay? Because i think it was boardmember ship. I think their brains would have exploded inside your scanner. You have what we want to avoid. You’d have a mess, and plus you you have a dead subject. So it’s no, in these invalid research. Okay. Concerned with their safety. So that’s a that’s cool this other inside a scanner. And does this look like now? I’m just a little curious about the technology. Does this look like an emery that people slide into? And then the screen is above them? Or what does it look like? That’s? Exactly. Right? So they’re inside an m r i it’s a fairly large boardman sheen, but it still they’re sort of locked in there. And before they do this particular experiment, they get used to using the screen, have a couple of buttons that they can use on each hand to respond to questions on. So they sort of get used to and really, you know, they focus on the screen because there’s nothing else to look at. I mean, it’s fairly dark out there. And you have this projected image of the computer screen on that’s the process which seems very weird, but you actually get used to it pretty quickly. Is you’re going through these preliminary process? How did you get volunteers for to be subjects for research like this? Well, for this first for this first group, we just asked folks who were around the university campus so employees graduate students, that sort of thing in the future we’re looking at once we find the results to make sure that those results are also replicable when we are doing with other populations. Ok, i see grad students. I mean, they’re hungry. That right? So for twenty five bucks, they’ll do anything. You know what? They are paid. Yes. Ok. Eso what did you what did you find? I’m interested in what you found across the three different types of, of, of gift of a way of ways of supporting now also, russell, we just have two minutes before our first break. So just, like, sort of tease what? What you found what we found was two different areas that were much more strongly activated for bequest decisions. Van forgiving, volunteering decisions. Those two areas are the call once called the peculiar and once called the lingual gyrus. Now the brick union is something that’s engaged frequently. When people are taking an outside perspective on themselves, sometimes called it’s been called the mind’s eye. And the lingual gyrus is actually a visual or visual ization area. So when you’re dreaming, for example, you will engage the lingual gyrus, and if you have damage to that area, it can eliminate your ability to dream. So we saw these two areas and independently we’ve got some activity that involves people looking back on themselves from an outside perspective and also engaging in visual ization. But what was really exciting is what we found in other studies that simultaneous osili activated both of the same areas that i think is a lot more applicable to this situation where we’re looking at now so i can tell you about those way have time, or we’re going to take a break first. You said the lingual gyrus is the dream center. Is that right? It’s engaged in that engaged okay area. My lingual gyrus was was hyperactive last night, but you’re probably not into interpreting dreams out suppose you dont go that far do don’t go that far. All right, well, we’re going to end with you, then we’re done. No, russell, james will of course stay with us for this break. And i hope that you do too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. 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 were with professor russell james from texas tech, and we’re talking about the requesting brain. We will not be analyzing my dreams. Sorry, but those were disappointed in that, but we will continue. Of course, this is conversation. So this is russell. This is what people sort of their self image and and what you call, sir there, their life story right in the reason we say, that is we looked at some other studies that engaged both of the same areas simultaneously. And one of them, for example, was where they i had older adults in the scanner in their sixties and seventies, and they were shown photographs from across their life from the the different ages of their life. And when they saw those photographs in the ones that they remembered what they were doing, they remembered exactly what was happening in these two areas were much more strongly engaged. And so the idea is that these are areas there is associated with what we would call visualized autobiography and there’s, a variety of other studies that also suggests that your reasonableness of this conclusion so the idea being that when people are thinking about making a charitable request decision they’re actually thinking about this concept of how does this fit in to my life story? It’s almost like they’re riding the final chapter of their autobiography and asking about whether or not this cause or this organization fits with that life story. And so it turns out those are very different questions than we might ask with, say, a current gift issues that are in other context, really important, like what’s the next big project, or how financially financially good is this organization, those things sort of fade into the background on this actually fits with some other research that was just finished last year in a phd dissertation by claire roundly and united kingdom, where she interviewed folks about why they had left money to the organizations that they had identified in their in their state plan. And it turns out that really it was all about their life story, it was about their connection with the cause, or with the organization because of something that had happened to them or to a family member that makes that that connection come together. So this it’s a little bit with an example, one of my friends who’s been planned e-giving after he graduated from law school and had this background training when he would go out and talk to people, he would see that they had all of these tremendous tax advantages that they could take advantage of. Maybe they’ve got qualified money that they want to make a gift and, you know, there’s, a state gift and there’s ways to do that, and he would start by talking about that. And he said i had to learn to stop doing that, that what i needed to do was to start by asking, how were they connected with the organization? What was their life story and how it was it was connected in on so that seems to fit with some of the things that we’re seeing in the scanner here, okay? And that’s pretty widely recognized, i think that it’s it’s, the love of the, the charitable work, whatever it might be feeding people, sheltering, education, spiritual, whatever it is, it’s, it’s, the love of the work that that moves people to include the charity in there in there will absolutely. And i think, it’s the issue here of you know, when we think about this sort of related into some psychology from fifty years ago that talks about how two people deal with it, reminders of their own mortality and a couple of things they do one they tend to avoid those reminders, but the other thing they tend to do is to seek what’s been called symbolic immortality, that’s that something about me that’s goingto live beyond me. So it must be, you know, my name or my values or my my family, and we tend to focus on those things mohr when we’re reminded of our of our own mortality. And so this links in with this old psychological research from for many years ago that talks about people’s desire for symbolic immortality, and it’s actually a form of to use another technical term, a form of autobiographical heroism where we wantto see ourselves as being a significant our lives is being meaningful. And so this, uh, psychological theory fits with what we’re seeing in the scanner, in the sense that people are engaging in this kind of autobiographical thinking when they’re making this kind of you did a very good job there of keeping yourself out of jargon jail by defining that very hard to do, but okay on dh this has some implications for recognition of gift, which will get recognition of gift by will, which will get through this thiss idea of immortality i have to send live listener love got tons of listeners today, it’s incredible! I’m going to recognize first. Seoul korea live listener loves seoul, korea my guest, russell james has consulted with your government as they were trying teo create plan giving legislation. Also in asia, we got tokyo and asahi, japan, and a masked listener in china. I don’t know there’s some kind of furtive activity or it’s blocked by someone else but got a mask listener in china here in the u s spearfish, south dakota. I love that welcome spearfish. You’re not you’re you’re hunting there, but you’re but you’re only hunting fish on dno. No big arms, i guess. Alexandria, louisiana, new bern, north carolina live listener love to all of you in asia and here in the u, s and there’s more to come. Um, visualized autobiography now. So this is russell. This is the way we were perceiving ourselves. This is not this is not rational, right? But this is our our our own self image of ourselves. Well, self image, the difference in an inactive activation here was not taking place in the in the number crunching part of the brain thing wasn’t the purely rational prefrontal cortex this is mme or the you know, the the imagery on the scene oneself and sort of your your own life story or or autobiography, you know, finding some support for some of this earlier research in psychology about people being reminded of their own death kind of lends support to certain results that we see in certain strategies that we see if somebody is pursuing consciously or unconsciously symbolic immortality as part of their estate planning problem that’s, symbolic and what i’d like to be symbolically immortal. Well, i would like to be a very good well, you know, let me tell you about some plan giving opportunities. They’re over there at texas tech and the graduate certificate and channel financial planning to wear. When we look at charities that receive a larger share of their income from the quest sources. Often times, you’ll see charities such as universities that are expected to be around for a very long time, especially giving things like a, uh, an endowed fellowship for a scholarship that that we expect to live on beyond us. And it may be one of the reasons why these organizations or other organizations focused on saving lives, whether finding new cures for for new diseases or other kinds of lifesaving approaches can sometimes be particularly attractive, and if you compare that to other organizations that don’t necessarily focus on raising funds for something that’s going to be permanent, but rather raising funds for something they’re going to do right now and spend right now that’s very attractive for current gifts, but it may not be particularly psychologically attractive force st gifts, because we don’t really want something that’s. Just all of the money is going to be used for a big bang immediately after we die. We’d rather have something that is going to last a long time that maybe our grandkids could come and and say, oh, yes, that’s something that my grandfather set up and still here today. But organizations that might have a more current mission could certainly create a fund or an endowment. Or maybe, ah, part of their mission, that is. Something that’s going to be that is everlasting exactly, and what i would encourage because i know there’s always a tension in those organizations if you set up something that’s permanent, those air funds that you can only use the interest off of, for example, endowment that income off. So what i would suggest is setting up these kinds of permanent giving opportunities exclusively for the quest donors on say, you know you can set up a permanent endowment, you nose let’s say it’s, an animal charity, a permanent endowment that will support, you know, one or two are five animals of whatever the interest of the charity is forever, but that this gift is on ly through request e-giving so you don’t have to worry about cannibalizing your current giving, but yet you give those kind of permanent opportunities that are more psychologically attractive when it comes to charitable bequests. Decisionmaking. Okay, i want to remind listeners. Russell james is an attorney, phd and his associate professor at texas tech university, where he supervises thie graduate certificate in charitable financial planning, and you’ll find information about that at encourage generosity dot com is there also, then the concern russell by the way, do people ever call you james russell? People mess that up all the time. I notice i have not done it once. I’m being scrupulous about not calling you james. I don’t get that with, you know, my name’s, it’s, not generally, not a problem, very black, but i will not. I’m being very careful not to make that mistake with you. Do do smaller organizations now, you think have have a little a bit of a challenge over larger, well established institutions that have been around for decades and generations? Yes, certainly, i think that’s a much bigger challenge when it comes to raising the quest dollars as opposed to raising current dollars, especially if we’ve got this connection where we want something that’s going to last a long time, then we sort of have to overcome that barrier if i’m not even sure the organization itself is going to last a long time. There are some ways to overcome that, though. I mean, you could certainly set up permanent endowments that were, you know, managed by a large corporate trust or bank or something like that so that you could give that that feeling, that sense of permanence that would be there regardless of the sea organization but it’s definitely a barrier. The other thing, though, is that people don’t necessarily have to be attached to a particular organization. They may be attached to a cause and it’s just a matter of finding those people who have that life story connection where it is attached to a cause, if that’s the same cause of your organization on dh trying to make that connection with the life story. And so how would a smaller or newer charity go about doing that? How do you make that connection with the with the person’s life story, based on what you’ve learned? Well, there’s, a couple of different ways to do it. One is obviously if you just know your donors and you know, those those connections and those stories, the other is to remind people of those possibilities by telling stories that give them examples, you know, telling the story about a person who has supported a particular cause been involved with the particular cause and ideally, if you have an example, this may be only for a little bit older organizations. But if you have an example of someone who has left money in a bequest that you could talk about how that person is still having an impact today, even though they passed away a number of talking about the deceased request donor zach plea because that’s that’s, the thing that’s really attractive is if i see that example, not only is an example to me in my behaviour, but it’s a signal that says, hey, these people are still being remembered, they’re still being talked about, and they’re still making an impact and that’s the real message that i think we want to get across. That’s, that’s, symbolic immortality, exactly, and that’s different than what we typically see, which is here’s a story about current donors who have made a plan now that’s fine, but that’s not the same thing as showing that we recognize people who are deceased in there, sir. Still having an impact because that’s, where we get that real example of the symbolic immortality. Excellent, i think that’s really that’s very concrete, valuable advice um, there’s also, you have some advice around recognition based on a person’s longevity of giving, irrespective of of the size of the gift. Certainly so if you think about the goal here, the goal is to make it obvious to the person that putting your organization in their state plan fits with their autobiography. It fits with their life story. So one of the ways that we can remind them of how much they fit their life story fits in with the organization is to consider giving recognition to people, not just for how much they gave this year, but recognition to people for their longevity and giving, especially your older donors who, you know, maybe financially, they have a lot of assets, but not a lot of income, and so they’re not giving us much currently, but recognize them for, you know, reaching a five year club, ten year club, twenty year club, you might even consider recognizing them for their lifetime, giving that this is some amount that you’ve given throughout the line throughout your life and the purpose there, you know, certainly if you’re recognizing him for longevity, that has a nice side benefit on current giving that, you know, you want to keep the street going, of course, but it also is a way of saying, you know, it’s, just like, you know, you get one of these credit cards, and it says members sense, you know what if i’ve got that member since nineteen seventy eight will you know, i’m going to stick with this organization because it’s, just part of who i am, you know, part of my my my autobiography in a sense well, i think charity’s aaron a much stronger place to be. Able to do that if they just remind people, you know, look at how long we’ve been together that that kind of idea, where it makes it clear that the organization that the cause is part of their life story and that that makes it fit in very well when they’re deciding which beneficiaries to use in an estate plan, excellent listeners, i hope you’re taking notes or you’re gonna have to go back and listen to this podcast again. Here i thought, russell james, you know, i figured academic is going to be stuffy, nothing is and nothing is going to apply it’s all going to be a theory, a land, and but we’ll have him on anyway. You know? I’ll make fun of him and things like that, but no, i mean the value, the advice is really valuable. No, i knew this is this is really valuable advice for forgetting bequests. And russell. I never thought you were stuffy. I’m just getting well, i can be if you want me to. Because i also presented academic conference. Yeah, no, i know i left that out of your bio now. No, no, we don’t we don’t want that. Don’t turn. Don’t start turning that on. Keep keep the charming side. All right, so also that this this idea that the organization is going to live beyond me, i know you touched on this a little bit, and i just want to i just wantto see if you have any more advice around how we can get people to recognise that this organization will will live beyond you when when they’re sort of a new organization, we just have about a minute left. Well, one thing to consider is this if we look at the strongest competition and our field for those charitable request dollars, the absolute strongest competition comes from private family foundations, and they’re psychologically very attractive because they have your name on it. They follow your rules, and they could live forever. But keep in mind these very attractive organizations are also new organizations. They’re ones that people create essentially for themselves. So it is possible to set up a scenario where you could emphasize that this fund, for example, is a permanent fund. And, you know, if you feel so compelled, you could even indicate that it’s administered by a, you know, by some other financial institutions or entity. Yet if you if you need to do that, but understand that is the gap. It is easier for a long time organizations, but there’s, some strategies that you can do, which will try teo bridge that gap a bit absolutely excellent. James russell no russell james on attorney, phd, professor at texas tech university and supervises the program and graduate certificate in charitable financial planning at texas tech, and you’ll find that at encouraged generosity. Dot com russell, thank you so much for being a guest. Thanks for having been my pleasure. Thank you, and right now we take a break when we return. It’s, tony’s, take two and then scott koegler, our regular tech contributors with me, with me for donordigital baste dungeon, and i hope you will be too co-branding dick, dick, tooting the good ending, you’re listening to the talking alternate network, waiting to get me thinking. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic 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. Duitz if you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is charity registration matters. Part of my consulting work is doing charity registration, four charities that don’t want to do it themselves. This is registering in every state where you are soliciting donations so it could be a texas charity, and they may be sending email to wisconsin and paper us mail to pennsylvania and that texas charity needs to be registered in wisconsin and pennsylvania. I do that work, and i also wrote a book for charities that want to do it themselves and my block this week is just reminding charities that it’s important teo be in compliance for three reasons you could be embarrassed. There have been charities that are become public and in the headlines. Um for their failure to comply and have a couple examples on the block. Your board members are at risk because their fiduciary steer charity and if you’re not following laws, there’s potential for personal liability, actually among your board members and the irs inquires the year your annual form nine ninety has a couple of questions that i ask about your compliance with thes state laws and that’s a lot. My blogged the post is called charity registration matters. My block is that tony martignetti dot com and that is tony’s take two for friday, november thirtieth, the forty ninth show of the year. Oh, what a pleasure to welcome back scott koegler he’s, the editor of non-profit technology news, which you’ll find it n p tech news dot com he’s, our regular tech contributor. You can follow him on twitter at scott koegler konigstein and i saw today. Scott, you have a beautiful about paige at about dot com you’re in a desert scene there. Looks like you climbed a desert mountain or something. Is that is that photo shopped? That was actually in phoenix a couple years ago. Okay, it was i did. I did perform some photo shop on it, but nothing that you could notice. Hopefully. Really? Well, it looks very noticeable to me. Were you actually in that setting? Where? The photo that the photo purports tohave one that was sitting on that rock you were? I extracted the cactus songs, though, so that they wouldn’t show. Okay. Oh, i see. All right, they were stuck in your leg? Is that why? Okay, we’re talking this month about donordigital baste dungeon there’s a lot of sensitive data in people’s databases isn’t there there is and it’s one of those things that i think i think everybody kind of knows about it, but i think also that it’s it’s also something that is typically beyond the the the understanding of most folks who are engaged in managing a non-profit i mean, it’s pretty technical stuff, you know? Well, you’re going to break it down because you’re a former officers ceo, right? You’re a former chief information off, you’re going to break this down information off, okay, so we’re goingto this maybe typically outside people’s can, but we’re going to get it within their ken great, but what’s in their first of all what we need to be concerned about what kinds of data first? Well, typically it it could be any data. But the most sensitive, of course, is the information about your donors on a sensitive for a whole bunch of reasons one is you really don’t want that information being spread around, too, although we’re all friendly within the non-profit community let’s, face it. Everybody’s competing for the same funds. So you really don’t want that whole list of donors and their history, uh, kind of spread around to somebody else who may be able to make them, you know, make a better appeals, right? Right. So just just just not letting you get out of the bag the names, right? But then you might have ah, dates of birth. You most likely have addresses. Credit card. What? Right? I mean, well, sure, but right now i’m talking about just the competitive nature, but okay, okay. I’m getting getting someone’s eso security number, which i think typically is not part of a donor database, but definitely credit card information. A cz you said, probably date of birth. Certainly addresses. And those kind of things are pretty sensitive. Um, well, i just moved to south carolina, and just before i moved here. Thank goodness they had a break in of the south carolina, um, business and resident database. And there were literally millions of so security numbers and names. I just sucked out of the database and people around the world, man. Now, imagine if that was new york that that would actually have value. Terrible, right? But in north and south korea in south carolina, no that’s, terrible money, there’s. Nobody listening. I don’t think live listener loved, but nobody in south carolina today, so but i will send live. Loved out tio reston, virginia, forest hills, new york where i used to live. I used to live in a hundred street sixty seven thing i used to write. Buy-in forest hills high school and brooklyn, new york all right, we got some local of local live. Listen, love no. Alright that’s. A terrible new yorker joke. I’m sorry, south carolina. I apologized. No it’s critical. So so that’s that’s pretty embarrassing to the government to the state of the government. What they found out wass that if they had installed a twenty five thousand dollars update to their database, they would have they would have prevented the whole thing which cost them something like forty million dollars. Zoho and isn’t the security doesn’t cost anything it’s relative cost and the damage to your reputation and, you know not to mention the damage to your to your constituents. Financial, no stability and abilities, right? Identity theft is a huge issue. Okay, you haven’t ordered that one of the okay on, we’re going to talk through it. You have an article on this subject at p tech news. Dot com let’s talk about something that i’m not sure you can prevent this one, though inappropriate use right by people who are authorized to access data, right? Did you know tony? And you probably didn’t know this because you’re smart guy, that’s, ziga risk the security is not from outside the the organization, but from inside. Well, i can’t say i knew it, but it sounds intuitive because if somebody’s going to do bad acts, you can’t prevent that all the policies and all the procedures, if somebody wants to get around them and they ran inside are already they’re going, they’re going to do it right, right, it’s pretty easy to do. You put a thumb drive in your computer and you copy it out and there you go. Yeah, typically nobody knows who or what happened. Yeah, there are, by the way, uh, software and systems operating systems like windows. Mac. Um, i got tools that can that can actually prevent that. But again, you have to know about it. You have to know. Think about it, then you have to actually install it. Monitor so it’s not a story simple, but the point is that yes, it’s really possible and happens all the time that somebody within the organization absconds with your data and something they shouldn’t. Yeah, that seems like the toughest one because, like i said, if somebody really wants to get it and they’re inside already, i think they will what’s the physical damage is next what’s your concern that well, you know, physical damages is basically if your computer dies or if your hard drive, uh, you know, fails and he didn’t have been appropriate back-up of your data and again that’s one of those things that just happens all the time and people don’t really think too much about it. Everybody thinks about back-up, you know, you get a computer and set up your back-up hopefully, but unless it’s a an automatic function, unless you’re monitoring it and unless you actually test e-giving bringing your back-up data back from the world story asked the retrieval, right? Yeah, you never know if it really works and you know, the day comes when you really need it, you try it. For the very first time ever. And guess what, probably a thirty percent chance that it’s not gonna work, okay? And that and the back-up shouldn’t only be local shouldn’t only be in your office or even in your in your town. Geever right, absolutely should be. You should have in addition to your local back-up you should have offset back-up, and that could be if it’s physical you can have courier service, pick up a a thumb drive or or a hard drive or wherever and physically carry it off site, and they’re also more and more online back-up services that you simply connect to over the internet cloud, right when you and i have talked a lot about the cloud we have right sabat besides that, a lot of databases now are actually stored in the cloud, so you may not actually have a copy of it anywhere physically within your facility. Okay, so wait be sure you know where it is and where the copies are that you are able to get it back when one and if you need it, something that struck me as interesting you. The article talked about sql so well, i’ll give you a break and i’ll bring it up so you can avoid jargon. Jail? Explain what we’ll explain what sql is. Do you know what? I hope you know what sql stands for? I looked it up. Well, actually, it’s irrelevant, you know, it’s. Very relevant. Weary language structured clear language. Yes. Don’t say it’s irrelevant when you don’t know it’s and it’s enormously relevant. Oh, no, i do know, but the okay. All right. Well, it’s, what? Really right? See, what it stands for is the only thing i know about it that’s all i know that’s. So i’m trying to show off. That’s. The only thing is all i know is what the initials with the abbreviation stands for. Okay, what does west culwell metoo tony martignetti okay. Donordigital base. Which hopefully, in sum of money, what you’re actually doing is your you’re performing a sql query. You’re asking the database to find specific information and that, like that query language. You know something and actually in english, it says find data, like, quote tony martignetti in database a, b c that’s. How actually looks like. But those queries can do a lot of things besides find they can actually delete data. They can change day there, they can move data. And so i could perform equity that says, find all records that include tony martignetti and delete them. Okay, that’s so and there’s all kinds of other things. But you but how would somebody who doesn’t have access to the database this is an outsider now, right? How would somebody who doesn’t have access to the database execute thes sql queries? Well, that’s, that’s what hackers do they find vulnerable spots in certain systems on they just do it. Sometimes they just do it because they’re mean and nasty. And sometimes they do it because they want to move your data from where you have it to where they want it. All right, so so it can’t happen, but it’s basically can it comes up with the under the domain of hacking? Okay, i see you don’t visit, right? It’s, not just inside. I think i think to be more damage done to a database if the if the command was to add tony martignetti, that was probably more create more. That would be much more destructive. What we have just like a minute before before break. Or so ok, you have another interesting one inference. This was logical but interesting what’s what’s inference about in front er, otherwise known as social engineering. If i want to find had the president of a company, i’ll call in to just pick up a phone, call the front desk and say what’s the name of the president company and they’ll give it to me and then i can ask for not in the same phone call, okay, right, separate call or other information and over twenty calls, i’ll get everything that i want. Okay, so each individual bit is innocuous, but you put them all together some nefarious actor is doing, and you can have some really private information, right? Right. And it’s pretty easy to come by surprisingly, yeah, ok, well, yeah, because each little pieces is innocent. Okay, we’re going to take a break, and when we come back, scott and i will keep talking about how to keep your your database dungeon secure. You’re listening to the talking alternative network. Duitz lorts 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, better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent. All right, scott koegler we’ve laid out these problems and there’s even more in your article. Att n p tech news. Dot com what are some ways toe? Get around and prevent to really prevent these these problems? It really is tough, tony, because there are so many ways that things could go wrong. So the biggest, biggest thing to do is to make sure that you’re paying attention. Uh, number one, i know where your data is and know that it’s backed up half the fact that you have, uh, valid back-up so you can restore check? Uh, check your employees and your your people that are working and have access to the data. You really may not be able to actually prevent it, but no, i just talked to them about how sensitive this is. Be sure that anybody who has access to get to the data has not disclosure. Uh, language in whatever document signed with them, it won’t protect you won’t actually keep them from doing it. But for a lot of people, it may be enough of a, uh just a warning for them toe not go there. It just makes it a little bit tougher. Okay, what about having different access levels? Certainly. And fortunately, most of the applications that are for sale today for non-profits i already have those kind of things. So you have? Ah, user who is able to look up information and possibly key and donations, but they probably don’t have the ability to look into personal histories. They have the ability to delete records, those kind of things. So for the most part, what kind of function is is built into software that amount profits will will buy in order to run their operations. Okay, um, when? When you do buy software, aren’t there sort of default administrative ieds that hackers might be ableto exploit? Uh, yes. Absolutely. Good points a little about that. Would you please? Sure every application comes with the typically it’s the admin or administrator password with password? Password? Uh, absolute first thing you want to change that, uh, you may want to. If you’re actually in charge of setting it up, you may want to remove that that user after you’ve already set up a different one and also check the list. Of existing user accounts because sometimes there may be some in there that air again set up by default. Good remove any that you you don’t know what they are, you can do that also just kind of during your and during the course of using the system, check the usual to see who’s in there. You may have somebody who was registered inappropriately, either by accident or on purpose. They may have found some way to get into the system and register a high level access the count. There really shouldn’t be there. And the best thing to do is just either restrictor access or just delete them. If they are actually somebody that you want in there, go call you up and say, hey, what happened? And if they’re not good, okay, former employees to write, you might have old account old ieds for former employees, certainly, and that should be covered under the hr policies. And i know a lot of small organizations don’t actually have hr policies that goes along with the non disclosure agreement. The sooner someone is charlyne ated, actually, before they walk out the door before you terminate them, you should remove access. To any of the information that you hold right? Okay, so before you actually have the meeting where they’re ended, where they’re terminated, you wantto cut off their access so that they don’t go back to their office and do something mean, sure, because one of their going to do the most right after the meeting, not before yeah, okay, okay, now, i mean, it sounds underhanded, but its protection, i mean, it’s just basic risk management, okay, what about is this much of a deterrence? If if users know that all they’re i don’t know, maybe a keystroke, logging or all their activity with the databases being logged, is that a deterrent? Um, you know, it’s a return for somebody who thinks that they will be held accountable for somebody who who believed that they could get away with it, they don’t care. So it really comes right down to how trustworthy, ru employees and, you know, what kind of people do you have volunteering? And, um, yeah, it’s tough, and i’m not sure that those kind of things are are effective, but it’s, you know, it’s one of those things that also probably couldn’t hurt, right? Yeah, okay. I mean, it will keep the honest people from crossing the line, right? Like putting a lock on the glass door. Okay, okay, um, the thing i was thinking about is maybe this sort of suggests that doing background checks on employees is valuable. I know their their charities that object to doing that, but this is sort of suggesting that knowing the background of a potential employees could be could be helpful. Absolutely. And i think it depends on what’s at risk if you’re a small charity that, you know, has limited resources and limited funds. And, um and you know what, you’re actually what they’re actually what they have, that risk may not be all that much, and i don’t mean to say that you know, that there’s little at risk, but you made you may not really care about doing background checks, but if you’re a respected organization, i think anyone who is coming to volunteer there appreciates that kind of thing. Scott, we have to leave it. We have to leave it there. You can go. Thank you very much. You can follow him on twitter he’s at scott koegler. And that happens to be his name to another coincidence and he’s, the editor of non-profit technology news scott, thanks so much. Thanks my pleasure. Next week i’ll have one of my interviews from bb con, which was the blackbaud conference i was at about two months ago or so, and also maria simple will be back she’s, the prospect finder, our prospect research contributor. And she’ll be back with maria’s top ten the sights she uses most in her work she’s, our doi and of dirt cheap and free. So you know that you’re not gonna have to spend a lot of money to follow her advice today. There’s a new fund-raising fundamentals, which is my chronicle of philanthropy podcast its new out today the topic is year end fund-raising tips you’ll find it on the chronicle of philanthropy website. You’ll find it on itunes and again. It’s called fund-raising fundamentals. You can listen non-profit radio live our archive. Our archive is on itunes at non-profit radio dot net. From there you can subscribe and listen on the device of your choice at your leisure, wishing you good luck the way performers do around the world were still in czech republic and slovakia zoho mv us. Islam vous break a neck, so i wish you for the week. Islam vous. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Last minute live listener love out to mexico city, mexico. Thanks for joining us from there, and i hope that all of you will be with me next week at talking alternative dot com. You’ll listen on next friday, one to two p, m eastern. You didn’t think to get ending. You’re listening to the talking alternate network. Get him. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday. Nights nine to eleven. It will make you smarter. Talking dot com. Hyre

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

Tony’s guests this week:

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

Scott Koegler, editor of Nonprofit Technology News

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

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