373: New Tax Law & Your 2018 Plan – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guest this week:

Gene Takagi, our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group. 

There’s more at tonymartignetti.com

312: LinkedIn Volunteer Marketplace & Stop Talking At Me! – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Alison Dorsey, social impact manager at LinkedIn.

Also Christine Hughes, director of individual giving and external relations at Westchester Medical Center Foundation and Vikki Jones, planned giving officer at Weill Cornell Medical College.

There’s more at tonymartignetti.com

284: Pay Attention To NTEN and NTC & Volunteer Training Long Distance – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

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

Also, Chad Leaman, director of development at Neil Squire Society and Ashleigh Turner, communications manager at Options for Sexual Health.

There’s more at tonymartignetti.com

275: Volunteer Giving & Wounded Warrior and Overhead – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Greg Cohen, senior associate at Cause Effective.

Also, Gene Takagi, our legal contributor and principal of the Nonprofit & Exempt Organizations Law Group.

There’s more at tonymartignetti.com

237: On Your Tech Horizon & Volunteer Issues – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

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

Also, Gene Takagi, our legal contributor and principal of the Nonprofit & Exempt Organizations Law Group.

There’s more at tonymartignetti.com

201: Engagement: Motivating and Measuring & Facebook Strategies – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Lauren Girardin, marketing & communications consultant.

Shari Ilsen, director of engagement at VolunteerMatch.

Drew Bernard, CEO of ActionSprout.

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

153: Fermentation Fascination & Volunteer Matchmaking – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Sandor Katz is a fermentation revivalist

Scott Koegler is 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. I’m your aptly named host. Oh, i hope you’re with me last week why i would suffer atrial fib relation if it came to my attention that you had missed the event leadership puzzle from fund-raising day twenty thirteen our panel solved the puzzle for honorees, chairs, hosts and committees, from goal setting and recruitment to motivation and thanks and back to board basics. Jean takagi are legal contributor was here he talked about who belongs on your board and for how long should you ceo be on the board? Is it okay if your ceo chairs? What about vendors? Jeanne and i differed on vendors actually show, so i shut off his mike he’s, the principal of non-profit and exempt organizations law group in san francisco, and we’re going to continue that conversation in a couple of weeks very shortly this week out of the blue fermentation fascination. This is a brand new feature this week we’re going to bring in people who have unusual and interesting jobs and in some ways support non-profits and our inaugural out of the blue guest. Is sand or cats he’s a fermenter? He calls himself sandorkraut we’re going to talk about the history, the benefits and the methods of fermenting foods, and sandra is going to share his simple sauerkraut recipe cool and volunteermatch making scott koegler is our monthly technology contributor and the editor of non-profit technology news this month, we’re talking about tech that matches willing volunteers with seeking charities between the guests on tony’s take to my non-profit bootcamp interview. I’m really excited, teo introduce our first out of the blue guest sandor alex katz is a fermentation revivalist. Newsweek called his first book, wild fermentation the fermenting bible. The new york times said that he has become for fermentation with timothy leary was for psychedelic drugs a charismatic we’ll see about that, i hope so. Consciousness raising thinker and advocate who wants people to see the world in a new way. End quote his latest book, the art of fermentation, received a james beard award and you’ll find him in rural tennessee as well as wild fermentation dot com sandorkraut its welcome to the show. Thanks for having me on tony it’s good it’s a real pleasure. I’m really you know. People say i’m excited to introduce, but i am excited because you’re our first out of the blue guest and i think fermentation is a fascinating thing. We’re going to learn a lot more about it, so i am excited that you’re on show. Thanks for being here. Thanks. Metoo um, how did you get into fermentation send or? Well, let’s see, i grew up, i grew up in new york city and, you know, for reasons i couldn’t possibly explain one of my favorite foods is a kid with some sour pickles, garlic, dill, fermented pickles. So i’ve i’ve always been drawn, teo, you know, some of the flavors of fermentation, but what really got me to begin practicing fermentation is twenty years ago when i moved from new york city to rural tennessee and started keeping a garden, you know, there was just a moment when there was a whole row of cabbages, and i decided to learn how to make sauerkraut, you know, really with based on this sort of practical dilemma, what do i do with all these veggies that are ready at the same time? Um, and then, you know, you know, one thing led to another, i started exploring all sorts of realms of fermentation started making yogurt in a little bit of cheese. I started doing some, uh, bread making using a sour dough, i started making wine sort of elderberries and blueberries and other kinds of berries and, you know, i just, uh i just got kind of obsessed with fermentation and, you know, spend a decade indulging that obsession and learning, learning about it, um and, you know, really everybody lives fermented foods and beverages cool, and if you walk into a gourmet food store, most of what you see are products of fermentation, and they’re just part of people’s lives in all parts of the world in lots of ways that i think we don’t recognize. The other reason that i’m excited today is because our creative producer, claire meyerhoff, is in the studio with me from north carolina. Hi, claire. Welcome. Hi, tony, how are you today, it’s a party it’s a privilege to have you? So i’m excited that sanders are first out of the blue guest, and i’m excited that a long time creative producer from the beginning, this is not this is not new krauz meyerhoff is with me in studio help tony with his very first show that’s very true helped him ferment the show very good. So it has come. Yeah, you have a question for science. You have a question for you in your first remarks. You you said something about that you started practicing fermenting and that caught my attention because it’s like saying you practice yoga, you don’t do yoga, you practise it. So tell me a little bit about the fermenting. What i mean by that is that, you know, for my entire life since i’ve been, you know, eating food, i’ve been eating products of fermentation, and everybody does. You couldn’t possibly not. If you eat bread, you’re you’re eating something that’s fermented. If you’re eating cheese, hearing something that’s fermented um, you know, if you’re putting any kind of condiment on your sandwich well, that’s based on something that’s, fermented vinegar if it’s not directly fermented, self like soy sauce or or fish sauce. But you know, really, what i’m saying is that, you know, fermentation is everywhere everybody eats products of fermentation every day until seventy five years ago, it was just part of what people did. In every community it was part of producing food was was fermenting some of it. But as food production has, you know, disappeared from the fabric of our lives in fermentation has disappeared with it. But at the same time we’ve developed this fear of bacteria, so people assumed that, you know, fermentation is, you know, potentially dangerous or highly technical. So so for me, that’s the significant thing there that’s the moment that that significant in my story is when i began a practice of fermentation doing it for myself. Well, there is a bit of a meditative quality to it because you have to let it let it sit. And you have to kind of think about it. It doesn’t happen right away. It’s. Not like stir frying. Exactly. Exactly. There’s there’s. Always a time component. Joes have tto wait. Whether it’s a few hours, a few days, a few weeks or in certain cases a few years fermentation. Can i get a word in claire? I don’t know. You brought me into the studio, you know, you get what you wish for. I got screwed. Fermentation goes back. There’s there’s. Records of fermentation in our inn in archaeology, right? We’re going back thousands of years. Yeah, sure. I mean, you know, the earliest archaeological evidence that we currently have goes back nine thousand years. But, you know, of course, you know, foods and microorganisms, you know, don’t don’t leave lots of trace is it’s sort of the pottery is the traces. So, you know, we can surmise that the desire for vessels for fermentation was the incentive for figuring out pottery and that people have been practicing fermentation for longer than we’ve had pottery vessels, but yes, for at least thousands of years. And i would point out it’s just a natural biological phenomenon that happens without us. So, you know, i think that our our primate ancestors were, to some degree familiar with fermentation. My niece’s husband, they live in vermont. And he’s a scientist he sends this whole day doing scientific research. But his hobby is pickling things. And you, if you open any any closet in their house, you see these jars with different vegetables in there, and they’re pickling. Do you see this is like a new trend for millennials? Well, i mean, i i mean, i would say the people, i mean people have been have always pickled things. You know, people who’ve had gardens have always had a reason. Teo pickle things to put things up, and the word pickling covers a lot of ground. You know, most contemporary pickles involved just pouring hot vinegar over vegetables and essentially sterilizing them in the jar. But you can also pickle things like a sauerkraut or kimchi could be called in a pickle. The kosher deals that i grew up loving, our pickles and those air basically just vegetables in a saltwater brian where fermentation creates lactic acid that preserved vegetables. So all the, you know, micro microbial activity is very sort of present and alive in those stiles pickles on fermentation is going on in our bodies do, isn’t it, sander? Yeah, sure. I mean, the cells of our bodies are capable of fermentation. And when we sort of call upon particular muscles to do more work than there were providing them oxygen for the reverts to this ferment a tive mode of metabolism where they produce lactic acid is a byproduct. And that the source of the feeling of a muscle burns, you know, also women’s bodies actually produced a carbohydrate. Glycogen that supports ah population of lactic acid bacteria that creates an acidic environment that facilitates human reproduction. Who, you know there’s, a huge amount of fermentation going on. So in a number of different ways, you know, in our bodies there’s, lots of fermentation, that’s, exciting. Andi, i have felt that when i’m when i’m working out, you feel like burning pain in your legs after a run. That’s ah that’s, lactic acid, you’re saying, yeah, that that that’s like to guess that that’s, basically, you know, the incredible sort of ingenuity and flexibility of of our bodies. If we’re not giving them enough oxygen for the oxidative mode, they have this other mode of energy production, the fermented mode outstanding. All right, we’re going to take a break. We go away for a couple seconds. Claire meyerhoff stays with us, send our crowd stays with us, and i hope that you do, too. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe right growth for your business, call us at nine one seven eight three, three, four, eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time. Join me, larry shop 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. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower, radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com metoo welcome back to big non-profit ideas for the other ninety five percent. I can’t send live listener love or podcast pleasantries today, i’m sorry. Um, we’re not live. We’re recording a couple days in advance, so but live listener love to the people who i bet are out there. California was always checking in north carolina, texas, new york, new york, washington, washington and oregon have been have been checking in, and of course i can. I was wrong. I can’t send podcast pleasantries to everybody listening to the podcast, especially our friends in germany. Lots of podcast listeners in germany, like over a thousand um, sander, you, uh you mentioned a love of ah early love of garlic pickles. You prefer those over the naan garlic country? You’re kind um, my my favorite kinder with garlic and deal. And right now, in my garden, i have an explosion of cucumbers, and so i’m seeing some garlic dill pickles in my near future, you’ll be meditating about those as a squire said so. So for people who have an excess of cabbage, this could also be very valuable, right? Yeah, sure. I mean, any vegetable can be fermented, you know. Using pretty similar technique. Um, you know, the classic is definitely fermented cabbage, sauerkraut, but you can add, you know, different vegetables together. Often i’ll add carrots to the sauerkraut, but it’s a really very versatile process. And we want teo establish your bona fide these for being on this show, you’re you, you do work with local non-profits in western tennessee, don’t you? Well, i mean, for for my whole life, i’ve been involved in a, uh, different kinds of non-profits when i still lived in new york, i worked for some non-profits i did fund-raising you know, now now my involvement is much more let’s, say, casual and peripheral, but but, yeah, i think it’s important, tio um, you know, sort of support local charitable organizations and people doing good works. What was the occasion for your move from new york city, the western tennessee that’s that’s a pretty big move on and actually it’s, not western tennessee in middle tennessee where we’re looking, but, i mean, basically, it was a moment when i was trying to make a big change in my life and, you know, i met some people who were part of ah, um uh community here and i was very intrigued by the stories they told and decided to come visit and check out what they were doing, and i don’t know, i mean, as much as anything, just the idea of, you know, moving to a rural environment, getting involved in keeping a garden, you know, drinking fresh spring water, you know, those things were very appealing to me. Um, and, uh, so yeah, it was it was a big change of life moving from, you know, manhattan to a rural county with maybe ten thousand people in it. My wife recently started her first garden. She no longer lives in new york. City’s move teo, a suburb of indianapolis, and she has this beautiful garden is probably forty year, maybe even fifty five, forty feet long and about twenty feet wide, with lots of different varieties of lettuce and varieties of peppers. Broccoli didn’t do so well this year, but she sent me a picture of her just so proudly sitting at the garden with with little young sprouts like all the sprouts for, like, two or three inches, but the first, you know, the first time and she’s just so she just looked so pleased with herself in that little picture. It’s. Lovely, but i mean, it’s, it’s, very gratifying, you know, t grow food, and it puts you in touch with, you know, the land and the sort of incredible potential of the seeds and, you know, puts you in this sort of nurturing role and it’s very empowering, because you know this, you know, really limited amount of work you’re doing is producing all this wonderful fresh food, and you can just, you know, taste and feel how you know how healthy it is to eat such fresh food and and it’s incredibly fun and rewarding that’s. Then, claire, do you have a garden and, you know, i mean, people do it all over. I mean, you know, i’m in touch with people in new york. Were involved in, you know, urban community gardens, rooftop gardens. I mean, i think that, you know, lots of people everywhere are getting more interested in gardening and producing their own food. You know, in supporting local farmers, i think, you know, all these things are interconnected. You have a garden, claire. I think the extent of my gardening was pretty much. I’ll buy one of those basil plants or something and keep it on my windowsill in pluck from it. All right. I see that in the city a lot fresher than any baseball. You could possibly that’s, right? And you know that it doesn’t have besides. And fungicides and pesticides in your its little in this little pot, right? Yes. I think an herb garden is a good way to garden for the for the bow tannic ly challenged like myself. You know, sanders, you have a sauerkraut recipe that that’s really simple that i wanted to share with us. Please. Okay, sure. So i will tell you the short version. And let me tell you that if you look at my website, wild fermentation dot com, you confined a much more sort of fleshed out version of it. If you need more details, i always i always recommend fermenting vegetables, as you know, the best way to sort of make a first step into fermentation it’s a it’s a great gateway into fermentation because you don’t need any special equipment. You don’t need any special starter cultures, you know it’s really? Absolutely intrinsically safe. There’s. Never been a documented case of food poisoning from fermented vegetables in the united states. Um uh, you see results relatively quickly and it’s. Incredibly delicious and healthy. Um, you take some cabbage on dh, chop it up, you can augment it with other vegetables, carrots, turnips of the root vegetables, onions, garlic. You know, almost any vegetable you could imagine. Just chop it up and then lightly salted. You know, don’t get caught up on a sort of magic number of how much salt you need to use lightly salted taste it. Make sure it tastes. Ah, good to you can always add more salt. If you like it’s. Easier to add salt in it is to attract salt. Um, and then take your your shredded salted vegetables in a bowl and just spend five minutes with your hands just squeezing them on dh. What this does is it kind of bruises, the vegetables breaks down some cell walls. Our objective here is to get the vegetable submerged under their own juices and by squeezing them, you make them juicy. So it’s easy when you stuffed him into a jar to press them down and have their juices rise up over them. Then once you’re vegetables are nice and juicy, you take a jar. Aa wide mouth jar is easier than a narrow necked jar. You could certainly use a a beautiful ceramic crock if you have one. But a jar’s is something simple that everybody has. Ah, court jar will take about two pounds of vegetables to fill, and then you just stuff the vegetables into the jar. Um, uh and used some force and expel any air pockets. And as you press the vegetables down, you will see liquid rising up over them. Bilich um, andi, and then you just leave it for a few days. I like to leave it right on my kitchen counter world see it. Because if you seal the jar there’s going to be all this carbon dioxide that’s produced and it’ll pre-tax crate some pressure and it’s okay, to feel the jar, but you’ve got to be sure every day or so to release the pressure. Okay, um, now, you know, the big question of fermentation is, when is it ready? You know, window, i eat it. How do i know that? It’s ready and there’s. Just no straightforward answer to that question. I mean, if you were, you know, doing this on a homestead with with a seller, you would probably make enough to get you through the winter, and it would be fermenting for months and months on. Some people like it best after several months, but you really can start to eat it. After just a couple of days, the thie acids air forming, there’s dense populations of probiotic back syria. Um, um, you know, the textures changing. So? So what i recommend that people do is just tasted every two or three days, eat a little bit of it and then press it down. Make sure it gets submerged under under the juices again on dh. Then you get to see a progression of flavours and, you know, do you like it? Mohr and mohr as it gets more acidic? Or did you like it best after, you know four days and then it started to get too strong for you. The beautiful thing about fermenting yourself, like making anything for yourself is you can figure out how you like it and make it the way you like it. So many people prefer a milder crowd that’s fermented for a shorter period of time than what they’ve typically been exposed too. You can make it spicy. You could make it not bye. See you could ferment for weeks and weeks or just for a few days. There’s a lot of possibilities once you understand, you know the basic process, which is that simple, you know, charm, salt, squeeze stuff in a jar and wait a few days. What are some of the spices you could add if you besides the soul? I mean, some classic spicing ideas would be tearaway seed juniper berries in the korean tradition of kimchi, it would be hot chili peppers and garlic and ginger and shallots or onions. Um, but but people are doing a lot of non traditional vegetable fermentation these days, and i’ve had some excellent curry crowds that have, you know, turmeric and, you know, other curry spices in them. Um you could certainly do a deal. Flavored crowdster you can incorporate fruit that’s. Very popular eastern europe. You know, cranberries or little bits of other bits of other kinds of fruits in with sauerkraut. You know, there’s really infinite possibilities. And you know, your imagination is really the only limitation. Alright. You mentioned earlier that that ah, among all the foods that are fermenting or fermented there were not aware of chocolate. How is that? How is that a fermentation product? Well, chocolate and also coffee, um are fermented on the harvesting end. So this happens in the tropical places where cacau and coffee grow with with cacau it’s, the, uh, the pods after they’re harvested, you know, art are mounded and moistened with water. Um, to, uh, to facilitate a spontaneous fermentation. And this, uh, both digests the fibres that hold the cacau beans into the pods. And it also helps develop the flavour that we associate with chocolate. Um and, uh, and similarly a coffee it’s the it’s, the beans right when they’re harvested are mounted on the ground moistened and allowed to spontaneously ferment and that’s part of the flavor development. No, um, tell me something else. About fermentation that i haven’t asked you. What will would you like to share about it? Well, i mean, i think that was one thing that’s really on people’s minds a lot today, uh, is this idea of probiotics and a growing awareness of how important you know, bacteria are in our bodies, you know? And yet, because of antibiotic drugs, anti avectra cleansing products, chlorinated water way have, you know, quite a bit of chemical exposure that, you know, subjects the bacteria in our bodies to assault. So, you know, people are turning tio supplements er of probiotics and just thinking about, you know, how to, you know, replenish and diversify their bacterial populations in the gut, and i would say that really, there’s no better way to do this then with fermented foods, you have to understand that not all fermented foods contain live bacterial cultures. Um, a cup of coffee does not contain latto pectoral cultures aloof of bread, that’s been big, does not contain life bacterial cultures. It’s really, those ferment that have not been cooked after their fermentation. So yogurt is a classic example of a live culture food, but sauerkraut provided it hasn’t been canned is another one. What about beer? Is that? Is that a fermenting process? Oh, absolutely. Here and your wine sake. All alcoholic beverages are products of fermentation. Absolutely. Now, in terms of the life bacterial cultures that i was talking about, i mean, historically. Okay. In the natural world, microorganisms don’t do not exist singularly. You’d never find a single type of microorganism. So historically, alcoholic beverages have always also had lactic acid bacteria as well as a cz well as these. But, you know, really what? Louis pesters, you know, achievement that sort of spawned the field of microbiology was isolating a single organism yeast. So, you know you can in any supermarket you can buy a packet of pure yeast. No, you know, most commercial, you know, beers and wines are made with, you know, just pure yeast and don’t have you no other bacteria in with them. Sandorkraut is it? We have to wrap up just a couple minutes. What is it that you love about doing this work? Well, really, i mean, what, what, what? What got me interested in teaching and speaking about fermentation is the mystifying it. I mean, fermentation is just such a it’s. Such an important part of everybody’s life. I mean, on lee because, you know, so many of the foods that are central to every culinary tradition, you know, all around the world involved fermentation, um, you know, and yet because, uh, you know, fermentation has largely disappeared from, you know, our families and our and our households and our and our communities, and disappeared behind factory doors. People have become very intimidated by it. You know, we’re taught to be afraid of, uh, bacteria and microorganisms, and so there’s there’s, just all of this fear and with the food is simple and safe and sauerkraut. I mean, you know, everybody’s terrified, you know, how can i be sure i’m getting good bacteria growing and not bad bacteria? You know, we’ve just been taught to have so much fear about about bacteria, so so i got, you know, i’m interested in empowering people and, you know, helping people learn how to do this with, you know, with confidence and do it safely. Um, and effectively, sandora. Alex katz, sandorkraut he’s, a fermentation revivalist, and you will find him at wild fermentation dot com. Sandra, thank you very much for being our inaugural out of the blue guest pleasure. All right, tony. Well, it’s. A pleasure to be on your show out of the blue, thanks very much. Bye, sander. We go away for a couple seconds, and when we come back, it’s, tony’s, take two and then volunteermatch making with scott koegler and, of course, clear meyerhoff. Still here. Stay with us. E-giving didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network e-giving. Dahna duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! Hi, i’m lost in a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Schnoll 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. Hi there. This week’s tony’s take two is what i blogged about this week, which is my non-profit bootcamp interview. Jamie bristowe lavoy from non-profit match one the number one dot com put together a series of interviews with consultants and some other people, and i was one of them in this non-profit boot camp. Another one was bob penna who’s, the author of the non-profit outcomes toolbox and he’s been a guest on this show so you can hear the two of us in any case. And about five other people were interviewed for the boot camp. And i talked about the importance and the timeliness of planned giving and charity registration on my thanks to jamie bristowe, lavoy at non-profit match one dot com for including me and also we have a couple of minutes. I wantto ask claire miree clair aside from being creative producer of this show, which is more than a full time job but she’s able to squeeze in being principal of the plant e-giving agency, which is marketing and communications for planned giving programs. What’s ah what’s happening in plan giving, marketing communications. Well, i think that aa lot of savvy clients thes tae’s air taking like a different look at their plan giving marketing maybe they’ve been at it for a few years. They have a website, they’ve been doing some mailings and things like that, but i found that some clients are asking me like, well, what else can we do? What’s something kind of different, so i’ll help them come up with a little project. I always call it like a special project and it’s about basically finding a group of niche donors that you might have that you’ve been kind of ignoring. And how can you drill down your list of your millions of donors down to a group of maybe, like, i don’t know, maybe two hundred so narrow your audience to about two hundred people and then asked them to do something for you, send them a letter and ask them some questions, maybe try to get some little bit of content out of them, but basically, what you’re trying to do is engage them and see what level of interest they have in your organization. So a little special letter, maybe to a small group of people now, if you don’t have a list of a million, which a lot of our listeners, if you have a list of a thousand, you can still ask twenty or twenty five people can’t exactly cause it’s about starting a conversation, the best plan giving people out there that have really, you know, robust plan giving programs, big universities and things, right? So what what’s their job? A za plan giving officer theirjob is mostly to try to get conversations with people so their their goal is tio identify someone that will sit down and actually have a conversation with them about how they’re supporting the organization, what their future plans might be? Are we in your will for how much are we in your will? So the goal is always to have a conversation with an individual’s, so if you don’t have a big plan giving department and a plan giving officer, wouldn’t it be nice to sort of identify a small group of people and have a conversation with them? Start the conversation that helps you identify who these really loyal, really interested people r thank you and letters. I’m a lot of people these days. They’re hiring me to write letters for them direct mail still. Does very well wreck male and very and again more specific letters. One letter i just did for an organization was was very clean. They had wanted to send out a big, fat request letter to a bunch of people and say, like, oh, it’s very important you give us a request for these reasons, and then we do this and we do that, and i got them to ditch that and to instead just send a letter from an existing plan giving donor a guy who says, you know, a year ago i did the best thing i ever did. I put this organization in my will have, you know, a story half tells you stories, even a story, just the fact that someone did it and have you done it to you and to see if people will respond to that letter and say, yeah, i’ve done it. So before you try to explain to people a whole bunch of stuff or tell them a big story, why don’t you just find out if they’ve just plain old put you in their will already? Okay, simple letters. My first my first guest, i think for tony’s take two. Never had i don’t think i’ve ever had a somebody else come into and give insight for on tony’s tech to take to take claire, take two to table tio tio car meyerhoff plan giving agency she’s saying that she’s not going anywhere, not that she’s going anywhere, but we’re going to bring in r monthly technology contributor scott koegler he’s, the editor of non-profit technology news, which you will find at n p tech news. Dot com scotty koegler how you doing? Good tony, how you i’m doing terrific, lee, thanks for being on the show today. It’s. Good to have you back. Problem. You were talking about the beer we’re talking about volunteers and matching volunteers. There’s ah there’s a boon in volunteerism. It’s, it’s critical for charities. Obviously, right? I mean, aside from volunteering funds and that kind of thing, that time is a big deal time and talents and you’re right. I mean, the boom. I was really amazed to read these statistics, and i just kind of re kapin here. These air from the corporation for national community service. Um sixty four point three million americans, which equates to about twenty six point eight percent. Of the adult population. Think about that more than a quarter of the adult population is actually giving of their time for free. Just amazing. Especially in these times when, you know, people really know that more than that, many people want work, right? Yeah, right. And that amounts to almost eight billion hours. Um, with the service it’s just that. That that’s just amazing. Number two may i just but it’s almost restores my faith in humanity that people actually, uh, you know, do care about the environment of people around him. Yeah, yeah. We’re ah, were a volunteer culture mean, we wantto we want to help each other right on dh and coarse. You know, with that kind of numbers becomes the question what? How do you deal with it? How do you put that together? How do you manage the people that obviously want to do something and match them up with things that are available to do and, you know, yeah. It’s like social media, right? I mean, you’ve got a lot of things to do. And how do you actually get to the people that not only are qualified to do that? I want to. Do it okay. And that’s, where the that technology is going to help us match the match, the willing volunteers with the charities that are in need. So what? And this is also good for employers as well, right? Right. Because, you know, when you have employees who are dedicated to the community probably means of just kind of a better all around person, but is a part of your staff so that’s on the internal side and then from the external side, i guess pr kind of thing if you have people that are being helpful, the community that’s exposed, exposing your organization, your for-profit organization as a do gooder organization as well. So that’s, always good and mix for ah loyal and productive employees, because we know that if people want to help and you’re giving them you as the employer are giving them a way of helping charity’s, then i think that also leads to a productive, happier employees, right, and possibly happier and more productive customers. No mean, every every company is looking for ways to get customers toe two do more business with them. And if part of that is that’s the whole point behind. Social media for for profit organizations is that you get people to, like you interact with them, show them something that is good about the company rather than just all the complaints that inevitably come up. So all right, so just another feather in the cap. So let’s, bring this to the to the technology. You’re the yeah, the technology contributor. Now we know the value of volunteerism all around. What what’s what’s the technology doing for us? Well, overall, what it’s doing is matching. I mean, if you think about the basic matching stuff, the one that comes to mind probably the most people’s match dot com where you’re taking individuals, uh, attributes and interests and talents and all those kind of things and locations, of course, and your matching them up with in terms of match dot com with other people with the same kinds of interests. This it’s the same kind of technology. I’m looking at one online right now. Is volunteermatch shot or ge? Yes, just like that volunteermatch that organ right on the front page here. I just brought it up when it says what, uh, what do you care about in and then it knows where i am? Of course. Traveller’s rest south carolina. So it right there, it’s helping me too find things that i mean, that i’m a like when they want to do in my local area. So the technology here is obviously on the very first part of it is knowing i just get a little bit technical here. Tony, um, it’s tracing my i p address my internet protocol address, which is the connection between me and the internet and those things are pretty much location based, so it knows my location that nose in this case, i’m in traveller’s rest, okay? And if i were accessing it on my phone, it would actually just do g p s ok. And so the interesting this is the same technology that that match dot com and christian mingle and i don’t know others other, uh, e-giving findings of them, but yes, exactly. Its interest and location based after at the very top level. Okay, so those interests, they’re going to match e guess your skills with a charity’s needs. Yeah. So let’s, just let’s. Just do a little experiment here. I’m on. This one here is volunteermatch dot org’s and first of all, it knows where i am, but it really doesn’t know anything about me because i’ve never logged in here before you, so i’ll just say i care about animals and see what comes up with, um, pets and people. Um, the hospital luthan hospice of south carolina, no volunteer foreign exchange student, pet therapy volunteers now that might be one cut therapy volunteers, which is a hospice. So i mean, there it is. Within about what, five seconds i found something that might match what i like to do so i could get my animal. You know, i got a friendly dog. I could take the dog down too. The pet therapy volunteers and held out no, pretty amazing, actually. Okay, now, of course, in volunteermatch has gotta be a place there’s a portal. I’m sure for charities to sign up as well. Well, yeah, i think you know, the hospice qualifies is charity, right? Right. But i’m saying you you entered as an individual they would enter is right. They will enter as a charity on dh. They’d be assuming, you know, i assumed they would be putting in what there they’re volunteer needs are what? What they’re what they’re looking for, right? Just the top of this one again, we’ll stick with volunteermatch they’re two things. One has find opportunities, which is obviously what i did right next to it is recruit volunteers. So in that case, see, they have volunteers connected since nineteen, eighty eight, seven million, so they, you know, they have done this a bit. Okay, another three to join. So so it’s free for the charities, claire, i’m so i’m sorry. No. Good. Yeah. So, yeah, i would assume. Well, i don’t know if it’s free. How does this website make make money? They’ve advertisers are well, i just scroll down a bit and it shows here this is built on the freemium concept, which is you get the basic level for free, which includes recruiting tools on on referral for fools from corporate partners, tracking and reporting in a photo manager. Then for for seventy five dollars for the year, you get this whole bunch of other stuff. So still a seventy five dollars that’s uh, that’s not bad. Okay, another one that i’m familiar with is catch a fire dot or ge. And i know that one because of rachel chung who’s. The ceo has been a guest, and you’ll find my interview with her on the youtube channel. Real tony martignetti dot com look for catch fire, or rachel chung, a young woman and very vibrant. And but doing the same type of work that that that we’re talking about, we’ll take a break. And when we come back, we’ll wrap this up. But also, i neglected to mention earlier, scott is goingto inaugurate. Another new feature, he’s goingto recommend bottles of wine, he’s, an oenophile, and that i don’t think that qualifies for jargon jail, because i think people know what file is. He’s got cinephile, and each month, he’s, going toe as a wind kind of sewer is going to recommend a bottle of wine, twenty dollars or under. So stay with us for all of that. You’re listening to the talking alternative network. Duitz 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. 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 felt 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. Scott, what else? What else do you want to leave us with around this volunteermatch ing between charities and the willing volunteers? I you know, i mean, there’s. Plenty of web sites out there. The technology is available. And i think that if if they organization is not no really utilizing the volunteers it’s probably a matter of not trying because obviously people want to volunteer. They want to give up their time and talents, and they’re really looking for just the right place to put it. So, uh, advice. You know, just go do it. Find a one of these websites that is free or an expensive sign up for it and put it out there and see how it works. Because apparently it is working to put a lot of places. You have another one. That’s. Ah. Also mentioned in the in the article at n p tech news. Dot com. Besides, so we we talked about volunteermatch dot or ge catch a fire dot or ge you have another one or two. Uh, disaster ready. Dot org’s is the one that’s uh, mentioned in there. And so that that one is another one of these, and what they do is they specialize in having things preview pre-tax four disasters and its specialized for those kind of things, and they’re you know, how to get mobilized howto find people kind of put things together before things happened, so it’s, you know, well, well intentioned, and it looks like they do a great job, although i don’t have any personal experience with them, okay? And is disaster ready? Also for individuals who want to gain skills for a disaster? I think it is. I know that it’s it’s put together by cornerstone on demand foundation, and so they do a lot of these kinds of getting ready kinds of things they’ve got food for the hungry america cares, they’ve got a whole bunch of these. Ah, no, i’m not really sure which one of these is, uh uh, does what? For which organizations but it’s another one of those that’s worth taking a look at if you’re non-profit looking for ways to make the best out of your best efforts with your with your volunteers. Okay, well, let’s, move to your other expertise. Claire told me on the break that, you know, file actually does qualify for jargon jail. So i guess i shouldn’t have let you know. I mean, you know what? You know. All right. Well, first, i think, well, we want to spell it. It starts with an o o and o p h i l e in a file on dh claire would know who belongs in jargon jail because, claire, you you created george jargon jail. I branded jargon jael and i came up with the term jargon, jargon jail. And i don’t know if this qualifies for jargon jail, because it qualifies more for, like, just words you don’t know. Jail. Okay, well, that doesn’t sound his fundez drug in jail, though. All right, sort of just like vocabulary vestibule. Another alliteration is all right. All right, scott. So you’re goingto each time you come on, you’re going to recommend ah, bottle of wine. That’s. Twenty dollars or under. What? What? What do you have for this month? Um, i have one that this is actually one of my very favorites. And tony, this is right up your alley. This is an italian line and you know one of the things. About wines is the story behind them. I mean, the taste obviously, is one of the things that what’s attractive about it. But this this is a this is an italian line it’s a valve pulawski piela which is actually a great with riot allies they call it and, uh, this is from the territory northern end of italy called verona, which, you know, is romeo and juliet and all that kind of thing. So it’s a kind of ah very historical place. And so this is a what i’m recommending is a courtier majoli two thousand eight val pulawski piela and this is a different about bullet shell. You know, most of these wines are you take the grapes to squeeze him, you know, you let them ferment tulani stick him in a bottle. Falik the easy way. This one here is also there’s a second process to this is a really posso alright p a s s o ripoff, so i’m not sure it’s literally that means route to re pass. So what they do is they take the grape skins after they’ve squeezed them and they set them aside and then after the wind has run through its first fermentation, they actually pour the wine back through the skins and been doing that. It picks up a little bit more sugar, a little bit more fermentation. And this amazing flavor it’s uh, it’s not sweet, although it sounds like there’s a lot of sugar in it, but it’s not sweet at all. Um and it’s just it’s. Just one of those things that you see, you try to put your finger where you actually your tongue on the flavor and it’s it’s tough to do. Interesting. Now i’m notoriously although i i have tasted lots of lines. I’m just terrible at describing flavors but it’s a, uh it’s a semi typical italian valpolicella, which is a kind of a dry wine. It’s got notes of maybe some raisins and some plum and that kind of thing. But it’s, one of those you really have to experience and first price, you know, it’s it’s. Fifteen dollars, which is just phenomenal. Okay. Are our first guests of sandra cats and talked all about fermentation. So this makes this makes a lot of sense. Of course. Wine. He mentioned all the alcohol products we talked about. Um, do you have a. You have an online source for your wine, or do you buy it? Ah, local shop or what way buy-in around here in this in this area way come to know some of the distributors. This one here we actually get from a local distributor. So even if i told you it was, it wouldn’t be any good, because right now, he’s probably not where you are. But i will tell you one one thing i’d like to plug and it’s something called the vino, the i v i and o it’s an app for your phone, for your smartphone or your tablet. I think you can get it online on regular website as well. But it’s a great tool because what it does is it allows you to take your phone and take a picture of the label of the bottle, and it automatically stands with those all this fancy ocr conversion. And then it looks it up and it says, oh, you know, two hundred people scan this one and they said it’s really good and they they they founded that these places to buy, and it should cost you around this amount of money and then you can put your own tasting notes in it, so okay, so, it’s a good afternoon. I’m on there. So if somebody does download that i’m on their good and follow me on there as well, we can share notes about line. So you need to do that, honey. Okay. Vivino okay, um, we just have about two minutes left. You mentioned notes of raisins. And i mean, are you able to taste different things when you are you trained that way. Your tongue, khun denote these things, these flavors? Well, as i kind of mentioned, i’m really bad at it. I have a couple of friends who are master sommelier is, you know, someone is the guy at the restaurant that comes around. We’ll cup around his neck and taste the line and says, you know, if it’s good or not, but they actually are, you know, that’s. Part of their training is the expertise of saying yes, this has, you know, i could taste rust. I can taste pencil, lead some of the things they come up with, just my goodness hazing to me. I don’t know what kind of restaurant you go to. I never had a guy, come around with a with a little cup around his neck. I really had waitresses and waiters hold out their hands for a tip. That’s not what this cup is for. You don’t put money in it, do you? That’s what? Subway somebody’s holding a cup of tea. Just put a dollar bill in it, but that’s not what you’re talking about. No, not now. Okay. All right. We have to leave it there, you know file, which is wind connoisseur, wine expert and technologist. Scott koegler, the editor of non-profit technology news at n p tech news. Dot com scottie, thank you for talking about volunteers. And thank you for talking about val pola piela. Thanks, tony. Take care. My pleasure. Claire meyerhoff. Any any enclosing notes for the show? I just want to say that you do a fantastic job with your radio show. I’m so very impressed with your interviewing skills and your your, you know, knowledge of your subject matter. And you’re over the top. She’s an old radio galaxies. The greatest guy ever. She’s a pro she’s a pro, used to be a w t o p in washington, washington i’ve worked at x. And satellite radio is a talk show host. All kinds of stuff. Thanks for being on the run. Thanks for being now and it’s all brought you to tony montana provoc radio thing comment pinnacle pinnacle it’s pete, you’ve achieved, you’ve achieved the zenith of your career. Thanks for being with a real pleasure having pleasure next week. First half of the show, i’m not sure it might be the overhead myth you’re familiar with that letter. I’m still trying to get the three co signers of that letter on this show. It might be next friday or if not, then we’ll do a interview from fund-raising day this past june. Also, jean takagi returns are legal contributor, and he and i are going to continue the discussion on back to board basics. Insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities listen each week so does claire meyerhoff with her cracked iphone. She’s she’s taking pictures dropped in with dr lee. It looks gross. I don’t know it’s amazing. They still work still works. You can contact me on the block if you want to talk about sponsoring this show our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is now by deborah askanase of community organizer two point oh, welcome, deborah, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next week. Friday one to two eastern at talking alternative dot com. Co-branding thing. Good ending. You’re listening to the talking alternate network, waiting to get me anything. Get in, cubine, are you a female entrepreneur? Ready to break through? Join us at sixty body sassy soul, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. 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Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, 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 talking.

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

Tony’s guests this week:

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

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

Wendy Kleinman, president of WK Planning

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

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s july twenty sixth i’m your aptly named host. Oh, i hope that you were with me last week. I would suffer atrial fib relation if it came to my ken that you had missed maria cuomo cole on relationships miss cole, a philanthropist and board chair of help yusa, shared the professional value of all her relationships, including her mom and how they’ve helped her and help yusa succeed. We talked at the june meeting of executive women in non-profits part of new york society of association executives and tumbler tactics, amy sample ward, our social media contributor, co author of social change, anytime, everywhere and ceo of and ten, explained the value of tumbler, how to decide whether you should be in it and how to get started this week, the event leadership puzzle from the association of fund-raising professionals, new york city fund-raising day in june, our panel solved this puzzle for honorees, chairs, hosts and event committees, from goal setting and recruitment to motivation. And thanks, i was with sheila kelly, vice president of development at the michael j fox foundation pamela more executive director of faces at noon you langone medical center and wendy kleinman, president of wk planning also back to board basics jean takagi are legal contributors back this month. We’re talking about who belongs on your board and for how long should you ceo beyond the board? Is it okay if your ceo chairs? What about term limits? Jean is principal of the non-profit and exempt organizations law group between the guests on tony’s take two my block this week is women’s touching relationship stories my pleasure now to bring the event leadership puzzle to you from fund-raising day new york city last month here’s that interview welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen, we’re at the marriott marquis hotel in times square in new york city, and our subject now is event leadership with me r sheila kelly, vice president of development for the michael j fox foundation for parkinson’s research on in the middle is pam moore, executive director of faces at noon you langone medical center, and wendy kleinman, president of wk planning limited ladies welcome it’s a pleasure, wendy let’s, start down the other end. There what what’s the trouble with that non-profits have of the challenges that they have around event leadership. Well, i think there are a lot of non-profits today, everybody is vying for the same dollars and everybody’s buying for the same audience everybody would like to have the same leaders at the helm, many of whom have been over asked, and i think it’s also it’s identifying, you know, the right match when you invite somebody to take on the leadership role it’s important that you identify what the organization’s needs are and you try to find the right person teo approach that matches and believes in your mission and who feels that they can help you raise the funds you need. Okay, pam, these thes leadership positions can take a lot of different titles, right? A lot of a lot of possibilities. What a quaint listeners with what, what the scope is that we’re talking about. It could be anything from being an honoree to an event where you’re expected to bring in a certain amount of revenue, either giving it or getting it. It could be whether you’re chairing an event, it could be whether you’re sitting on a benefit committee vice chairing an event there are so many different titles, so many different forms of event leadership, but the most important common theme is that everybody needs to know what their expectations are in advance, so they understand what their role is in your event. Okay, making expectations very clear and i guess also gold setting, i guess. Sheila, for the event itself. Yeah, it’s, it’s, tremendously important to be very clear from the outset what your goals are for the event, both from a revenue perspective and also just what you’re trying to achieve for the for the organization and making sure that the people that have a leadership role with that event no, what what they need to do to help achieve that goal on dh, that i think when you find the right people and they know that they are part of something that, you know, there’s there’s a distinct goal for they’re going to be more willing to sort of step up to the plate and take on what you’re asking them to d’oh okay, now we just have about twenty minutes together. So why don’t we start at least our focus and maybe we’ll end there. We’ll see with the committee. Get your volunteer committees. What? What? What kind of what committees are we looking to recruit? First, i think it’s very event specific. It depends on the kind of event that you’re hosting. So if you’re hosting a golf event, for example, your committee could be helping you plan the event. They could be helping you with all the details. But if it’s your gala and, you know, we have a large gala, really? We look to our committee’s simply for fund-raising and for forgetting new people to come to the event and to help us expand our network. So i think it’s it’s about being sort of clear about with the specific events what you’re looking for, people to d’oh. Okay. And how do you start the recruitment process? A tte michael j fox foundation for us for bone event volunteered for event volunteers. Now we really do look within our network. We have so many amazing supporters who care about our work. I think that that’s key. You want to make sure that the people who are are involved have a direct connection to to your mission and to what you’re what you’re trying to achieve and so looking within first before going outside makes a lot of sense because there are people right there who are going be willing and able to get involved, and so that’s that’s typically where we start and also people self select, you know you will have people within your network who will who will raise their hand and say, please let me know how i could be of help and it’s if that person is, is the right fit. You know you should take them up on that for sure, pam, what wanted your quaint listeners what’s the work of faces at the gnu lango in medical center? So faces stands for finding a cure for epilepsy and seizures. We are an organization within and why you and go on medical center that raises funds for research, education programs, advocacy for patients with epilepsy and their families. Okay, and where do you start your recruitment process for event volunteers? So i’ve lived two very separate lives, one working for a major health care non-profit and the other one now it faces, which has only been eight months what’s so amazing to me. About my job now is that i’m dealing with a grateful patient fund-raising so i work directly for dr orrin devinsky, who is the director of the comprehensive epilepsy centre at n yu, and we work directly with the people that we impact every day. So where i’m looking for events, volunteers or donors or chairs or honorees, they’re all people that have been impacted some way by the comprehensive epilepsy centre and a recipient of some service that we’ve provided so it’s building relationships with the existing folks that have been involved and seeing who they know that they want to get involved and then being introduced to new people. One of the things that were actually looking to do with our board is to create a board event. We really want to get the word out. People don’t know enough about epilepsy, seizures and how common it is, and one of the ways that we want to do that is not just our gala, because not everybody wants to come to a gallon, so we’re working with our board to develop an event where they invite some of the individuals that they network with so they can hear. About what’s been going on in the world of epilepsy right here. When did you have advice for smaller and maybe midsize shops that that may not have the internal constituency? Teo look to first for event volunteer leadership. Well, every organization has somebody who is in charge, and that person is out in the world all the time. So what we do is we try to encourage every mind, whether it’s, the board or it’s, a executive director or the director of development, or even if it’s a small committee made maybe two or three people that they should always remain cognisant of of a good candidate is just in their travels through life, you know, in the workplace or in their social life. Oh, you know, we mentioned earlier in the panel, you know, everyone goes to cocktail parties and many people have jobs full time jobs in addition to the non-profit work they volunteer for so on, and then, you know, you talk about what you do, and if somebody expresses an interest in wanting to learn more that’s someone who could be a potential candidate to get involved in your organization. So that’s one way of looking at the outside to bring people in, they don’t have the infrastructure to pull from, like, a donor of strong donor-centric urging those conversations and basically that’s essentially good branding to yes, people should all your people well outside fund-raising should always be talking well about the organization and and know what it’s needs are, i think, and those needs might be event leadership volunteering. Exactly. And i think it’s it’s learning how to talk about what the organization was also in a very friendly, approachable manner on dh to make it interesting because people want to know who you are, what you like to do and where you spend your time what’s our next step, then wendy, you’re the consultant on the panel what’s the next step, after we’ve identified some people who are potential leaders of the event, how do we start to approach? What should we be talking about with them? Well, i think you can you can meet on a one to one basis. Maybe initially, teo, explain all the different areas where the organization might need some health. It could be joining the committee. There might be a greater interest in the board, which has a bigger picture approach, or the gala committee, which might be specifically for one event. Uh, and everybody has their different strikes. Some people are better at selling table. Some people are better at bringing an auction items. Some people are better at selling journal. Latto. So i think, it’s it’s, having that discussion and trying to find someone’s comfort zone and really assess their capabilities, where their strengths are, ok? And i think it’s a mutual decision sometimes, and that makes a lot of sense for all volunteer positions. Really? Yeah, from the board. Teo teo. Someone who’s, doing something, not his time consuming but way, want to be engaging people where their interests are. Okay. Talking alternative radio twenty four hours a day. 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So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s. Ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney yeah. Sheila. Pam, do you want to share how you approach people for for these kinds of positions? Anybody wanna with your first up? You know, for us, really? It’s it’s, the relationship building in stewardship is is sort of the most important piece, right? And i think to wendy’s point people have different strength. And so when you find someone within your network, or or someone who’s new to you realising what they want to be involved in, there might be someone who is very interested in events. There might be someone who’s just interested in helping to to find new donors. There’s, you know, there’s lots of different ways that you can engage with people in it. What we what we refer to it, the fox foundation is giving someone a seat at the table, you know, having them feel that they are, they might. They have separate work outside of what, what they do with the foundation. But they are an extension of what we do and making sure that they feel that they’re armed with the right tools in the right messaging so that they can speak to the work of the foundation as well. I think that’s hugely important you want you want all the people who are associated with your foundation and with your mission out there talking about the things that are important and it’s the job of of the internal people to make sure that they have all the right information, that they’re on the support that they need? Absolutely what do we do now? So we’ve recruited suppose there are some committee members who aren’t quite pulling their weight, sam, i imagine that gets frustrating to those who are how do we how do we deal with that situation? I’ve dealt with that situation many times, so i think the first thing that actually needs to happen is and we had talked about this earlier is roles and expectations. I think that when you’re working with an event committee, the most important thing that you can do from the beginning is give them the rolls and expectations, so they understand exactly what’s expected of them this way. There’s really no question about what they’re supposed to be doing and what the result is supposed to be. These committee members need to be treated as leaders because most of them are probably leaders in their industry, they need to understand that the event that they’re working on, you know, the funds raised for this event are directly impacting the mission of the organization, and they have tto take ownership, and they have to own the actual event and understand that what we’ve, you know, and we’ve talked about this earlier during our session, what tends to happen is that if you do have individuals that aren’t pulling their weight on the committee, but you have people that are many times those people will almost self select away from the committee because they understand and recognize that they’re not doing what needs to be done in order to get to make it happen. Ok, in order to reach that goal, all right? That’s helpful? What if they don’t start self elected? Sometimes it could be it could be a problem, obviously, i you know, i’m a shoot from the hip kind of person if there’s somebody who’s not pulling their weight and they’re bringing the rest the committee down, it would probably be an individual conversation with that volunteer and letting them know that, you know, this is really what we expect for. The level of what this event is, perhaps this isn’t the right police for that particular volunteer, maybe there’s another part of the organization a lower level event, some sort of program we understand that they’re completely passionate about the mission and the cause, and they want to continue to remain involved. But maybe this particular event isn’t the right match for them and let’s identify what might work and as long as you know you can find that place for them, they’ll be happy. They don’t want to be a part of something where they feel like they can’t give what the other people are giving that’s also kind of, you know, it’s, it’s, it’s not a comfortable place to be. I would think. Sheila, what about having the committee organize themselves in terms of who’s going to be a leader? Who’s going to take on? What do you prefer to see? The committees decide that among themselves or you appoint people once they’ve agreed to be part of a committee, appoint them to certain certain positions we typically help with a structure. This is it’s really more apparent in some of our smaller events that are led through? Our community fund-raising armed with team fox way. Find that people really do want teo want to know what what we need of them. And as we were talking about in the panel, people that do this for a living, we would probably we were all on a committee. We would self select ourselves, right? And we would be able to divide ourselves up. But that’s not everyone’s, core strength. And so i think guidance in this area is key. And if you if you have a group of individuals that are passionate and they want to help and they want to get involved, helping them with the structure is very important in terms of the overall success of the event. Okay? Anybody want to add tio having the committee cam or wendy having the committee decide among themselves and versus lending structure? I think that there are some individuals, you know, much like sheila had said there are some individuals that might know, you know, if we were on an event committee, we would probably know what we would be good at. Whether i would be really great it’s sponsorships and shell. It would be really great. A ticket. Sales or whatever that looks like and every so often you obviously want to honor the request of a committee member that says, i really want to work on this, you know, and what i usually do with the committee when i am dividing them subcommittees, i give them a interest for him and they’re going to fill it out, and they’re going to indicate what theywant, obviously, i don’t want to put somebody in a role where they’re selling something if their strength might be planning, but most of my committees that i have formed, we’ll have some sort of fund-raising, you know, commitment to it, but that level might very depending on each individual person, so i don’t necessarily let them make their, you know, they can select what they want, but in terms of the overall leadership structure and setting that up and dividing them up and letting them know and, you know, i’ve handled that as a development professional, okay? I’m sorry, wendy, was there something you want to add to that? Well, as consultants, we’re we’re a little bit more objective, and sometimes we can observe a committee in a different way because we’re not. Dealing with them every day like hammond, sheldon might be in the sense that their internal so, you know, we’re asked for opinion about almost everything when it comes to putting an event together, so that includes sometimes helping to identify who we feel or who we would recommend to be the chairs, for example, who shows the strength. Dahna and because sometimes the committee members themselves were just too close to one another that they can’t single each other out, so we’re standing a little bit apart, we could say, well, we think that she would be a great chair and then and that person would be a great co chair, and this person probably shouldn’t leave the auction the auction chair, for example, because they’ve been so influential ins and busy obtaining auction item, so sometimes the strength or more apparent to us and they are even to them, to the committee members themselves, so we just helped them identify that guy. What else can we say about these events leadership committees? I haven’t i haven’t asked you about more more advice around. Go ahead, i think one of the things that also came up in our most in the most recent panel that we just had is the importance of treating the committee as as a leadership group on treating them like a professional group of individuals who are there to help move the mission of the organization forward giving them, you know, in addition to setting the expectations that i mentioned before making sure that they have all the tools that they need in order to be the best that they can be, whether that’s making sure they have a budget, making sure they have a timeline, they need to understand what this event needs to gross. We need to understand the expenses behind the event, what it needs to net at the end of the day as well. They need to have those clear Job expectations 1 of the best examples that i had given is making sure that, you know, if let’s say you have a committee and they’re actually submitting a list and there soliciting individuals, making sure at the end of each week there’s a spreadsheet that’s organized by solicitor, so every single person on that committee understands what money’s come in, who is responsible for bringing it in how much and where they need to be to do this on a weekly basis. I’ll do it on a weekly basis during events season. Absolutely. So i think, it’s, just the same way that you would handle it like a business. You want to handle your event committee the same way they want to understand, they need to understand that you’re taking this seriously. This is serious. Without this money, the mission of your organization is not going to move forward, and i think if you treat it that way, they will treat it that way and it’s a mutually respectful and professional relationship. More more you want, i couldn’t agree more. I mean, transparency is imperative when you’re dealing with planning of events, and when you’re working with the committee, they need to know exactly what expense structure looks like what the revenue expectations are so that they can feel a part of it, you know, events event fund-raising is expensive. It’s it’s, one of the more expensive ways to raise a dollar and anyone that does it for living knows that. And so there’s always that balance of making sure that you’re keeping your costs down, that you’re doing that. You’re maximizing your investments, and again, many of these committees air filled with people who run their own businesses who have great perspective in this area and and using them to there, you know, to the best of their abilities is actually makes your event even better. It sounds like this kind of work for ah volunteer could be great cultivation to be, be enhanced, enhance the they’re their own giving, or maybe expand their volunteer rolls in the future. I mean, if there’s that kind of transparency and they see that it is run like a business, as you say, sounds great cultivation from or more activity, whatever, whatever, yeah, whatever form that takes, we’ve seen people move at at the fox foundation from someone who just gets involved at the team fox level who running, running a marathon and fund-raising from their peers to then joining, you know, our leadership council, which is sort of a junior board of directors, and you know that that level of engagement just continues, but it’s about making sure that you’re cultivating that relationship from the beginning in the right way, especially for people who want to who want to have a greater involvement with your foundation and i think it’s giving him that experience too, you know, it’s making sure that they’re having a positive experience. One of the best feelings that i have is when i’ve transitioned a committee that might not have been functioning as well in the fund-raising side and giving them these tools and providing, you know, changing the structure of a committee so that it functions the way we’ve been talking about and then having them get so excited about it. And then when they come to the event and they see this, you know, seamless, amazing galla golf cocktail party, whatever it looks like, they want to get more involved, and then they want to recruit other people to get more involved so it in turn by doing it this way, it might be a little bit more work on errand, but in the end, it’s going to increase our revenue and it’s also going to expand our relationships within the whole community. We have to leave it there, ladies. Thank you very much. Thanks for having us. Thank you. Pleasure. All three. Thank you. Sheila kelly ceded closest to me. Is vice president for? Development. Michael j, fox foundation for parkinson’s research pam mohr is executive director of faces finding a cure for epilepsy and seizures at the gnu langone medical center. And when d kleiman is president of wk planning limited again. Thanks very much, ladies. Thank you. Thank you for being with me. Tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen. Thanks so much. And my thanks. Also to the organizers of fund-raising day twenty thirteen, sponsored by the association of fund-raising professionals. New york’s, greater new york city chapter. Gotta live listener love lots of new yorkers. Massapequa, new york, new york and brooklyn, new york. Welcome, live listener. Loved to you also new bern, north carolina. Gonna be there very soon, very soon. And washington, dc all up and down the east coast. Where’s there’s, nobody east of ah, nobody west of philadelphia and, well, we got santa. See joe argentina, that francesco or alejandra? And also ottawa, canada. Welcome live listener love to all of you will hit asia shortly. Right now we take a break for a couple minutes when we come back. Tony’s take two and then gene takagi with back to board basics. Hang in there. You didn’t think that shooting getting dink, dink, dink, dink. You’re listening to the talking, alternate network, waiting to get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there, welcome back, i want to also send along with the live listener love podcast pleasantries, especially to germany, gooden dog have lots of german listeners to the podcast, from a site called podcast that d so good in dog to all end and podcast pleasantries toe all the german listeners. Time for tony’s take to my block this week is women’s touching relationship stories? Remember last week you heard my interview with maria cuomo coal, which was pre recorded at a meeting of executive women in non-profits after that, we opened the discussion of relationships to the group and lots of women shared very touching stories of people who have been important in their lives and help their careers. And i included just a couple of minutes of the group discussion in last week’s clip, but the whole discussion was about twenty minutes and it’s really very uplifting on dh very tender, and that video of the video of that interview is on my blogged at tony martignetti dot com and it’s, also on youtube, if you prefer to go there directly the channel israel tony martignetti cem very tender and touching stories from executive women running non-profits now and the audio is much better than it was in the clip that i played for you last week. And that is tony’s take two for friday twenty sixth of july thirtieth show of the year and show number one hundred fifty two. Jean takagi is with me. He’s, principal of neo the non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blogged dot com and he is at gi tak on twitter. Hello, jean takagi. Welcome back. I’m tony, thank you for having me, it’s. Always a pleasure. Thank you for joining us from the west coast. We’re talking about cem cem board basics this month on dh specifically, who should be on the board. And maybe for how long? Let’s. Start with the well, let’s start before we get into individual people. Do you see trouble or or challenges a lot of times around who belongs properly on a board? Well, i think a lot of organizations right now, tony, are struggling with recruitment, trying teo attain diversity. Getting a different skill sets on the board. Different representations of populations. Um, at the same time, it seems that the boards are very underutilized asset of many organizations in terms of the valley that they’re adding, or at least in terms of how the ceo or the executive director perceives the value add of the board of directors. And i think i’m going back to some of the board basics. Is a good place to start and explore some of these issues about not only what that board could be doing. But what, what aboard should be doing. You since you mentioned the ceo and their role with respect to the board, we polled listeners before the show and asked if your ceo is a boardmember and forty percent said yes, sixty percent said no. Should a ceo be a boardmember great question, so i think they’re different stages of evolution of organizations where whether the ceo belongs on the border not may change, and i’m going to sort of give you kind of the lawyers disclaimer about that i’m dunaj unconscionable thoughts on this, but there’s always going to be some exceptions tease general rules, and my general thought is tony, is that once an organization is matured, having the ceo or executive director on the board of directors can be troubling because of the potential conflicts of interests that are involved. And the big one is that the board is responsible for overseeing, evaluating the performance of and determining the salary and compensation of the ceo at the same time. If the ceo is on the board that is overseeing himself or herself, you can see the inherent conflict that’s involved. What couldn’t they? Couldn’t they recuse themselves from any discussions off of those issues? Yeah. Absolutely, and i think that’s commonly how organizations treated so if they’ve got their ceo on the board, whenever it comes around, too evaluating performance or determining compensation, the ceo recuses themselves from the board and the rest of the board makes that decision. However, that seems teo sort of discount the possibility that decisions on programs and finance and budget don’t also affect the ceo personally and the ceo very may very well have a personal interest in all of those aspects of an organization that are very important for boards latto oversee and make decisions on, and if the c e o by virtue of being on the board, i can control the board discussion and analysis of these issues, then it really creates a problem and allows the board to sort of get away from from mid duties of acting as the check and balance to the ceo. So is it not sufficient than let’s? Say we have a boardmember i’m sorry, we have a ceo who’s a boardmember um if they can contribute, but they don’t vote sounds like i mean, they still could they still control the discussion, but then they don’t have final decision. Making authority because they’re not a voting member of the board. It’s a great question the night, you know, i see lawyers actually struggling with this idea in many states and in california, we actually recently made a change or a proposal to a change in in the statutes about what is a director, and i think for most lawyers, the idea they want to get across to their clients to their non-profit clients is that there really is no such thing as a non voting boardmember and the reason for that is because boardmember have fiduciary duties, and they’re ultimately responsible for the management of their organizations. So while they khun delegate duties, toe officers and executives and ceo, they ultimately hold responsibility for what happens with the organization, and you can’t really ultimately hold responsibility is a boardmember if you can’t vote on the issues ah, yeah, so there really is no such thing as a non voting boardmember nonvoting director. What you may have, though, is a ceo or executive directors that is invited to attend in and participate in all of the board meeting’s except when the board meeting go into executive session and determining when the board should go into executive session without having the executive director there so that they can actually tied it by themselves on independent of the director, determine what is necessary to direct the organization and the future toe oversee the organization, how it’s doing in the present and in the past and do a little of what i’m going to quote somebody else’s term that they coined the lucy markets is a governance expert out of the uk, and she calls a stargazing about planning for the future and trying to determine how teo look into the future and make sure that the organization is ready to be able to respond to future challenges and take advantage of future opportunities a great role of the board that they probably don’t do enough for most boards don’t do enough of this when the ceo is they’re trying to ground everybody to the present, sometimes that future stargazing aspect is lost. So those are some of the reasons why maybe the ceo just recusing themselves at certain times isn’t isn’t the best idea. Well, that kind of cells short, visionary ceos, i mean, every ceo is not going to be wedded. To what’s happening this quarter in or this year and i think a ceo could be visionary and be looking fifteen, twenty years ahead doing that stargazing also, yeah, absolutely. I think we would hope that that when when, as a nonprofit organization boardmember myself, we would hope that when we hyre are ceos that we are looking for somebody that that has that inherent ability to be able to stargaze and be a visionary and a champion of that vision. On the other hand, i think we know, especially for smaller organizations, tony, and you’re probably well aware of this as well. Ceos are so burdened by the work of the day to day management of the organization that sometimes they just don’t have the opportunities, even if they have the skills t able to engage in that type of stargazing and board members may be in better position to bring their valley. So that added value that we talked about that board may not be giving enough of to an organization that’s, a really strong air in which they could do it and having the ceo lead, that would be great if that’s possible and then having the board, you know, sort of be the counterbalance and check, uh, to the ceo. Perfect, but if if the board is just relying on the c e o to champion all of the vision and determine what the vision is of the organization, he may not have the healthiest organization around let’s, go back to something you said a few minutes ago, jean the that you can’t really have a nonvoting boardmember because that that abila gates, the fiduciary responsibility of a boardmember was that i’m sorry was that was that california law or that’s a california proposal? What? Well, that’s california law and i think, while it may not be stated explicitly in other statutes, are depending upon what state your urine, i think that’s the general idea of most, if not all, of the states, that we’re not really supposed to have somebody who is a boardmember with the fiduciary duties of a boardmember, but otherwise unable to to vote on any of the issues do corporations for-profit corporations struggle with this? Also mean, my sense is that it’s routine for a president ceo to be a board member of a corporate board? Do you do you know? Do they struggle with this the same way? Non-profits are they absolutely do? Tony, this is a major topic of controversy and has actually been hitting twitter a lot in the for-profit circles as well among the governance experts and it’s close to a fifty fifty split about whether ceos they’re going to serve on the board of directors neither mainly mainly for larger public organizations. Oftentimes again, yeah, that the board is supposed to be the check and balance to the ceo and to bring the ceo onto the board might start to facilitate this rubber stamp board that just sort of agrees with a ceo and sort of puts all of their trust and relies on the ceo’s opinion just too far rather than acting is the check and balance, but it goes both ways because, you know, we haven’t really talked about the benefits of having the ceo on the board, and there there are some benefits, especially in the early stages of an organization. Do you have a visionary ceo? The only way that that ceo and possibly that’s, the founder of the organization to recruit the best members onto the board? Maybe if the ceo is on the board himself or herself because they’re the draw. They may be the draw to the organization, and without that person’s leadership, that organization may not be able to evolve to the next stage where, you know, i’m talking about where hopefully a cz the organization mature a little bit that you can get to a phase where their partners, the ceo on one side and the board of directors led by chair of the board on the other side, rather than blending the two together. But that may take a little bit of time to get to that stage, especially for small organizations, really depending upon the champion of the organization and its mission being the founders ceo and the boardmember all, at the same time, another advantage to having the ceo on the board sounds like would be that the other board members would be not so likely to get intruding into management day today. Issues. Yeah, but that’s that’s actually a good point. So sometimes, while directors ultimately have the authority tio and the obligation to ultimately manage the the organization that’s collectively, as the board of directors individually, board members have no inherent powers. At all. So that’s that’s something to really think about individually, director’s really don’t have powers unless they’ve been delegated to them as possibly officers of the organizations are agents for some specific tasks, but it’s a boardmember just by virtue of being a boardmember shouldn’t start directing employees of the organization and telling them what to dio even the executive director or ceo because it’s the board collectively that that overseas that that and not individual directors so i’m good, really good point let’s move to having a ceo chair, the board? What what’s concerns there. So all of the concerns of having the ceo being on the board of directors as a director are amplified when the ceo is also the chair of the board, and interesting enough, this was a recent article in the non-profit quarterly where and author just took the opposite position not now, fairly advocating it in all cases, but sort of making us aware that, well, sometimes a compensated ceo cancer because the chair of the board and it may be perfectly appropriate because what they want to do is completely aligned with what the board wants to do, which is advanced the organization’s mission is effectively and efficiently as possible, and if again the board doesn’t have a champion to do that other than this is the ceo, the ceo is almost resigned, teo being a member of the board and leading it forward so that part of the argument that that that author made but they’re the cons are again is that you can really encourage a rubber stamp board, you can lose the checks and balances that you’ve tried to design for the board, and ceos can, even without knowing that they’re doing so, make decisions that are based not necessarily in the organization’s best interests, but in the ceo, you know, ceos best interests as well, and not in terms of sometimes in terms of making more compensation for themselves or protecting their own job status, but sometimes it can be for more innocent reasons. Just the ceo thinks a certain way about a particular project and wants to protect that project ahead of others, perhaps, or looks to the present more than to the future of the organization and again in wanting to protect everybody, all the employees from from facing layoffs or anything like that doesn’t want to make that difficult decisions that might improve the effectiveness and efficiency of the organization in future, and really holds to the status quo, because there’s so many personal interests that are involved as well that the ceo maybe, like, here she is safeguarding too. So that’s where the board you know, it’s kind of this objective party from the outside looking in, khun really provide this different perspective for an organization. If you have the ceo of the chair of the board, designing the agenda of the board, being responsible for the education of the board and orientation of the board and preparation of all the board members before every board meeting, everything can get planted in a certain way to sort of direct everybody else to just approve. But the ceo is recommending and that that’s the danger of having a ceo is the chair, the listener pole. If if your ceo is a boardmember does he or she chaired the board, only thirteen percent said yes, and the other eighty seven percent said no that they don’t have that. We have just about a minute before we go away for a couple of minutes um, you’ve seen cases where the there’s, a volunteer chair of the board, and they’re identified as ceo of the organization. Yeah, and and that’s that’s kind of an interesting fact pattern that that oftentimes takes place even if the by-laws don’t say anything. So if you’ve got an executive director hired but your state law says that either the president or the chair, the board is the ceo, unless the by-laws state otherwise, even though you haven’t executive director, the chair of your board, maybe the ceo just by default of the law because you’re by-laws don’t say anything else, and that may not be a great place for a volunteer chair of the board tow want to be in should anything ever go to court and that person be held responsible as the ceo of the organization for understanding and knowing what the organization is doing on a day to day basis? And aside from the legal aspect of it, i think that would diminish the authority of the paid executive director. Absolutely. Here you’re absolutely right, and i wantto point to something that was on the april twenty sixth, two thousand thirteen show the guest was eugene fram, and he and i talked a lot about the title ceo versus executive director and how that and how executive director tends to diminish the authority of what, what he recommends. B b the ceo. We have to go away for a couple of minutes. When we come back. Jean, i’ll keep talking about board a six. Hang in there, stay with us. Dafs you’re listening to the talking alternative network. Schnoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. 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. God, that’s. More live listener love. Ah! Houston, texas. Yakima, washington. Rocklin, california. Outside sacramento. San francisco, california. And a masked us avenger listener. Tokyo, japan durney chua and we know that it’s francisco imbriano zara is francisco welcome. Lots of masked listeners in japan. Also bunch of mass listeners in japan, seoul, korea and goose on korea on your haserot and chung ching, guangzhou and shanghai, china. Ni hao, so happy to have all the live listeners. Love i love sending live listener love it’s, more like my live listener love, then love going out to you because i love doing it. Jean let’s see that’s ah, let’s continue with the possibility of having other paid employees or even contractors on the board. Seems to me this is getting messier the further we go, yeah, it can get messy hair as we go along and, you know, here in california, we actually have ah, state law that says for non-profit what we call public benefit corporations. So those air, the charitable organizations that are not not religious and focus, um, on lee up to forty nine percent of the board may be compensated or related to someone compensated and that’s, whether as an employee or an independent contractor, so a majority of the board essentially must be interested or not compensated or related to anybody confident no, jean, that still seems too high to me. Forty nine percent, i think, should be, like, ten percent. You know, most states actually don’t have that law at all in the vast majority of states don’t have that. So i agree with you that it would be great to have a small minority of the board compensated so the board can be can be the real checking balance in terms of making decisions that are not beneficial primarily for the employees directors, but primarily for the mission of the organization in most states don’t have those laws. And i think part of that is to accommodate some smaller boards where they may only be three or four board members to start out with. And you do have the founder, who’s compensated on the board and, you know, so e-giving ten percent, which would be very tough. Well, all right, well, then, say one out of force, you know, based on the size of the board. But but it seems risky tohave employees or even do you see this case where it’s it’s other employees or even vendors to the organization on the board? Yeah, way, absolutely, tio i don’t know, i don’t know, maybe i’m it just sounds crazy to me to have especially vendors on the well, no, actually, they’re equally bad to me vendors and and other paid employees aside from the ceo, i just don’t think they should be on the board at all. Yeah, you know, i for the most part again, generally, i would say i would agree with you, you really lose out on all the checks and balances that we talked about, even maur if you’ve got not only the ceo on the board but other employees or contractors as well, and then what about the situation, tony, if the ceo is not on the board but one of the vendors is on the board now, that creates, like this unusual situation where the ceo is really responsible for making sure that bender’s is performing under whatever contract that they have. But the vendors sits on the board that oversees the ceo and can affect the performance or even the retention of the ceo and that that’s kind of crazy, isn’t it? Yes, that’s, i can’t. I can’t see a case where a vendor or contractor to an organisation belongs on the board. I don’t care, even if they’re volunteering their time and the value of their services, or whatever, they, whether they’re volunteering or being paid, they just don’t belong and an employee’s equally bad. You know, some employees are on the board, but not other employees. I mean, what does that do to the peer-to-peer relationships, working relationships in the office? Yeah, they can’t create problems, but let me take the other side for just a moment. That lawyers love to do this right, then so let’s take the other side and say, well, what about a vendor who has been a great vendor paid vendor to the organization that’s been giving discounted rates to the organization all along knows the organization really well on dh if you continue to use that vendor, you just get far better value than you would by using any of her his competitors out there. And now you feel like the vendors so aligned with the mission of the organization, you actually value the perspective that this person could bring to the board and no one invite them onto the board. But you don’t necessarily want to take away this advantageous business kind of action that you have with this vendor, and you may be paying double if you go out and bring them on the board, but not continue to use their services. That may be a case where i say that’s, ok, you’ve to be very careful about this, but that may be okay to bring that vendor onto the onto the organization and in, you know, in a slightly different matter. What if you’ve got a board member? Who’s not a vendor right now, but he says, hey, i can leave my, you know, that’s, an extra business space, and we’re looking to expand i can offer you a lease that, you know, just half the price that you’ll find anywhere else, and you go ahead and have the all the independent board members of that that statement to make sure that what actually is much lower than when what fair market value would be for that space, and that may be another case where it’s okay, the boardmember eventually becomes the landlord of the organization, but that may be okay as well, but you do need the check and balance of independent board members to prove those type of transaction. So you’re not just relying on somebody saying that, yeah, we’re way cheaper than everybody else, you’re actually verifying that with the independent boardmember okay, well, i’m not willing to go that far with you. I think the the vendors perspective can be brought in by the by the ceo so that i think the perspective could be represented. And, you know, if the person loves the organization so much the way you’re describing it, i don’t think they would double the price just because, you know, way didn’t put them on the board. All right, i don’t need to do neither do i, tony, but, you know, it’s interesting board source, i believe, are no urban institute did a study of non-profits that have they’re they’re contractors on the board, and forty five percent said it would be difficult to terminate that relationship that contracting relationship and but only seventeen percent, haywood said it would be very difficult terminate that contract relationship and still keep that member on the board. So it’s an interesting thing, i think generally i agree with you, we don’t like the idea of having them on the board because of the conflicts of interest, but i can understand situations sometimes went when it might be appropriate. You’re more understanding than i am. Jean wait, we have to leave it there to be continued let’s do aboard basics again because we didn’t get to term limits. And then there’s also the question of, you know how often should the board meet? And i’ll bet you have some other topics. So let’s do board six again next time. Okay, that sounds good. I look forward to it. Excellent, i do to thank you, jean takagi, yet it’s the non-profit law blogged dot com and on twitter he’s at g tak thank you again, jean next week, a new feature out of the blue we’re going to bring people in that have offed be jobs and a connection to non-profits of course we’re going to start this with sand or cats he’s a fermenter, and actually he called himself sandorkraut and we’re going to talk about the history, benefits and methods of fermenting foods and he’s got a simple sauerkraut recipe and in a future out of the blue, we’re going to go from sandorkraut to santa claus, we’re going to bring in santa claus and mrs claus, they’re going to be in the studio in october, kicking off their busy season next week. Also, scott koegler returns he’s, our technology contributor and the editor of non-profit technology news he’s also in ina file, so that means fermentation is bad for scott koegler you want to follow me on twitter, i’m at tony martignetti our creative producer is claire meyerhoff. Sam liebowitz is our line producer, the remote producer of tony martignetti non-profit radio is john federico of the new rules, and we’re saying goodbye to regina walton of organic social media. We’ve had a terrific three year run with regina she’s, been with me from the beginning of the show, and you’re listening because regina promoted the show and you saw her good work, and that brought you to us. Thank you very much for gina it’s. Been a pleasure. I hope you’ll be with me next week. Friday, one to two p, m eastern, a tucking alternative broadcasting at talking alternative dot com. E-giving intending to be a good ending? You’re listening to the talking alternate network. Get in. 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You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? 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149: Dan’s Donor Retention Ideas & Tablet Apps – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

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

Scott Koegler, editor of Nonprofit Technology News

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

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Durney 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 hope you’re with me last week why i’d be put into pyre xia if i heard that you had missed intuitive brainstorming, karen garvey, author, speaker, intuitive and coach described the why and how of her intuitive brainstorming process and the pelota paul parte do our legal contributor jean takagi principle of the non-profit and exempt organizations law group continued our discussion from may tenth on dan pallotti’s video the way we think about charity is dead wrong. Jeanne and i also talked about the overhead myth letter that’s been circulating this week dan’s donor retention ideas. Dan blakemore is assistant director of development for individual giving at international house. We talked at fund-raising day last month here in the city about how to hold on to your donors from phone to facebook this was supposed to be beth cancer, but this turned out not to be a good week for beth to be engaged online, so my fund-raising day interview with her will be next week. Also tablet aps scott koegler is back he’s our tech contributor and the editor of non-profit technology news he’s got info on tablet apse for fund-raising between the guests on tony’s take two. You know tony stick to is always between the guests die without a will and reduce your state’s deficit. There’s a sad story out there about a man with a forty million dollars estate i want to do some live listen love before we go to the pre recorded interview with with dan blakemore, nouma zoho yokohama in tokyo, japan. Konnichiwa, yonkers, new york in new york, new york welcome and argentina buenos our days ah, but that’s either. Alejandra oh, francisco ola whichever of you it is we need the other one to come in. Get the other one on the line, whoever you are, not allehanda or francisco let’s transition now to the interview with dan blakemore talking about donorsearch retention welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen or at the marriott marquis hotel in midtown new york city right in times square. With me now is dan blakemore. We’re going to talk about donor-centric. He is assistant director of development individual giving for international house dan blakemore. Welcome to the show. Oh, thank you so much for having me, tony. I’m really happy to be here. My pleasure. What? What is international houses work? International house were a residential community for international graduate students here in new york city. The residents can be studying pretty much anything at the graduate level. A ce moment. They’re doing it in new york city, and they’re eligible live at the house. We also house interns, trainees and visiting scholars from around the city. It sounds like a pretty dynamic place to visit you. You are you there? You’re sharing meals with them very often. Oh, yeah. There’s. A dime. I mean, there’s a dining room. I usually have lunch every day with other staff members and resident members. Gym facilities, study room’s, computer labs. I mean, we try to have as much in the house as possible for them. S so yes, they have to leave every now and again to go to class or something crazy like that. What? We really want them to stay in the community as much as possible learned as much from each other as possible. Our mission is really driven by leadership development in cross cultural understanding for the residents sounds like an incredible place to visit all over the world, studying all different kinds of things. Oh, yeah, here in new york, all right, your seminar, the topic is acquisition and retention of donors, but it’s a panel and your expertise is the retention definite. So i’m not going to hold you the acquisition part let’s talk about dahna retention. Well, what social media is a big part of that? But i don’t know, he’s, telemarketing a part of that where you want to start with attention before international house, at least in my experience, the attention has been much more focused around kind of really i i call it really the basics of good fund-raising good stewardship, everybody gets a phone call or an email before long before they get their acknowledgment from the president or the director of development. Um, we’re really trying to focus a lot around showing impact to people so that they are really clear on where their money is going, because when i started at our house, we were in the middle of a multi year, multimillion dollar challenge grant and i started i said, okay, well what are we doing to show impact to the people that have given already? Because it’s not gonna be much easier to get them to give us an extra hundred dollars an extra thousand dollars if they know we’re doing the right thing with their money and there’s really something good happening here? Then you have to be going out to other people saying, okay, you don’t know me, but international house is a great place give me some money. Yeah, widely recognized that it’s cost a lot more time and money to acquire a new donor than to keep one s i said, what are we really doing? And we weren’t doing as much. So i really one of the things i’ve been happy to do in my three and a half years there is really focuses on, ah, sustainable stewardship program so that we really engaging people, whether they are named room donors from twenty years ago to someone who set up a scholarship fund last year that they’re hearing from us that they know that the money they’ve given in the past is really having an impact and of course, encouraging them to continue giving because we we got to keep the doors open. We’re gonna keep the residents exposed to. There are all the programs were providing to encourage their leadership. You mentioned a telephone call who would make that telephone call toe donors to thank in the lion share of cases. It’s me? Since i mean, i’m assistant director development for individual giving. But there are some already i said your title once. Yes. You don’t need to drop names dropping yourself ridiculous already rolling. Not even five minutes into this thing. Already heard times. Thank you. Gonna keep things types up here, mike off. Okay. Ah, blood. There are some that i usually will say for the director, development or president. Especially kind of long, long gone generous loyalty donors, alumni that are much older and has been given to us for decades that i think should at some point here from the president, knew usually a much more of a nice treat for them to kind of hear, share their experience of what they remember from when they lived in the house, but also then know that the president is saying, really, we appreciate your support. We value it. Please keep giving and thank you. Okay, that’s important, i think the backdrop is closing in on us a little bit, so, you know, i don’t know if you have to move, but the backdrop is being encroached from from the other side. Oh, well, good, no, we’ll see what they’re trying to force me. They wanted eleven by ten, they were allocated a ten by ten, they wanted they wanted eleven by ten. Ah, all right, that doesn’t matter, way, continue. I mean, we’ve had earthquakes, we’ve had rappel going on. The lights have gone off today multiple times. I’m not surprised that are not our floodlights, okay? Do boardmember sze, what have you ever engaged boardmember for these, thank you calls occasionally, i mean, i’m working one of my many goals, probably in the next year or two calls it because our learned, a long serving president is retiring in the next few months, so i really want to try to get especially starting with the members of our development committee more involved with fund-raising just some have been very concerned or where about oh, well, i don’t have nearly as many friends who are rich, they could come to the gallo or can make a gift at five thousand dollars level every year, so i just can’t be helpful with fund-raising not true much more, so i’m working with them in-kind open their eyes to well, really, if you just make thank you calls and share your experience, why you share with the donors why you’re on the board asked them why they’re giving that’s easy way don’t you don’t need to write a check you don’t need to harass anybody else. That does not mean i don’t want you to get your wealthy friends to come to our special events or to come to speaker. Programs and meet residence. But it’s really about kind of opening up that fund-raising experience letting them see that there’s a lot more to the process, then just begging your friends to give you some money. Ok? All right, very much a personal touch. What you’re trying to bring hopeful. Okay, let’s, let’s. Go online, tio. Some social media. What? What do you what do you like to do on on facebook? Tio? Well, facebook keep donorsearch all social media for us is challenging, i would say, because by virtue of the kind of non-profit that we are, we are key audiences are always residents to currently live in the house. Alumni, donors trust these other people that know of our work. So it’s, we’re always kind of throwing different messages for different populations, all on the same channels because they’re all there falik it would be it would probably be nicer if we could say all the alumni are only on facebook or all the trustees are only on twitter that’s not realistic that unfortunately that is not going to go to them where they are exactly s o i think it’s been it’s been a lot of integration. To say the least, whether it’s the facebook groups like right now i know we have an alumni reunion coming up next weekend and kind of a lot of the mo mentum for it really started on facebook. Thehe lums, who are the co chairs of the reunion committee, released kind they started their own subgroup within our group. Yeah, that was okay, everybody who’s coming to make sure you’re make sure you get your registrations in, make sure you consider making a gift along with your registration. These are all the events we have going on. We hope to see you there, bring your kids if you if you there’s someone that you lost touch with, we’ll see if we can reconnect you with them. Is there someone you know who doesn’t hear from the house anymore? Make sure you two have them send us their new information. You’re happy to have them piggyback on. Oh yeah, international houses facebook poll that make not like, you know, it’s a violation of policy or something? No, i mean there it’s much better for us to have them out there doing it, getting the message to their friends who, while i’m sure, most the bulk of them live like tar page generally know what we’re talking about. But there it’s all. They’re always going to be much more responsive to someone that they know personally. Me or director development of the element i relations director putting something up saying, hope we see you at the reunion there. Are they all the other aliens happening? Okay, but i think the point is that that degree of flexibility, yes, that’s when someone wants to take the ball, including using your, you know, piggybacking on your organization fund-raising page, you allowed it. Oh, of course. I mean, you want that. I want them to feel comfortable putting those messages out because of those people who are pushing the message out are going to be much more effective in their outreach. Then we could be talking to their friends exactly as close as you get. You know, you won’t ever have the relationship that they have exactly with their friends, talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services are guaranteed to lead toe. Right, groat. For your business, call us at nine. One, seven, eight, three, three, four, eight, six. Zero foreign. No obligation. Free consultation. Check out our website of ww dot covenant seven dot com. Are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology. No reality. In fact, its ideology over in tow. No more it’s. Time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business 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, 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 metoo i have other other online strategies, so well, we’re also wanted were dipping toes. I mean, we’re on twitter and a lot of the messaging there has been focused around current events happening at the house kind of as they’re happening, so there has been some live tweeting i know we did some live tweeting of our gala that was on tuesday because we were honoring big named more more i could do more name dropping if you if you so desire, go ahead, drop one that’s not your you know what my problem was? You’re promoting yourself it’s good thing you have written a book yet we would’ve heard that six times by now we’re ten minutes in, i would have it the title six times. I i’m a long way to go before i’m writing a book, but fareed zakaria is one of our trusty outstanding cnn and yes, fareed zakaria gps fundez he was one of the people we’re honoring he’s going on our board for ten years eso he got our award for promoting international understanding, so he was among the very impressive group that were there. S o i know there was some of the trustees were live tweeting, but also we were live tweeting for constitutional account, okay, just so that people could see oh, this is really happening over its cars, getting his award and all paul volcker speaking and okay, and how do you feel this all relates back to donor retention? I think it relates back because latto things like live tweeting, let people see things are actually happening, let them see that we brought a group of residents there to make sure that the special event donors really get a really a clear understanding of the house and what it is are really mission is all about because if you it’s one thing to have a special event, raise all this money and then everybody goes home and feels fine. But it’s it’s always been a priority for us to make sure that the residents were there so they can sew the donors can meet them because a lot of a lot of special event donors, by virtue of not being annual fund owners per se are not necessarily being alums do not come to a lot of our events, so we’re trying to capitalize on the opportunity of having them all in one space to say here, meet some of our impressive scholarship recipients here metoo of the residents have done really impressive things, and i have plenty more to do in their careers so that they can really start to see the value that they’re providing to our community. And for those who can’t come, you’re able to engage them. They think they can see it on twitter. They can book a cz more photos air coming in from the photographer were trying to push those right back out through links on our website on dh through facebook converters so people will, then they say all way or if you were there, you know, someone who was there, you could go through the photos and say, oh, oh, oh so until i got to talk to frieda cardio that’s impressive. So it’s, i think it meets a lot of different purposes without nearly as much effort as it could take. What is the international house doing? That’s ah, you think really exemplary in doner retention slideshare temporary dahna retention that’s a very good question. Well, that’s, that could be another opportunity for me to pat myself on the back so i’m going to seize on this because you did a perfectly tony, i would think thee one on one reporting we’re doing now for a scholarship recipients, because there are a lot of scholarship funds that have been created probably in the last forty years, some through capital campaigns, some kind of much more independently as someone gets to that point in the major gift cultivation process that they decide they want to create a scholarship fund that stewardship is also has really been really important for us because a lot of those donors again are not in new york city don’t get to come to our events or meet residents at all, and the residents are everything whenever in the spring is usually when i get to do all my interviews with scholarship recipients, and i really enjoy it for one just because in the development office there’s so few opportunities to just engage with residents and just kind of here about what are they studying? What do they want to do in their careers? But this is a great opportunity to come in, talk to them, get there, kind of get their story figure out. What it is, they’re really focused on and then be able to share that information with a donor who can say, oh, i made a gif five years ago, fifteen thousand dollars and its supporting great people like this so especially, i think, it’s i think it’s even more important for people who are not in the new york area than for those who usually do come to events and kind of have a feel for the people that live at the house cause i think we’ve gotten some really positive feedback from people about, uh oh, i had forgotten about this xero this has been so interesting and engaging, i feel like i’m really a part of what’s going on at the house, even if i live in another country and for us that’s that’s the heart of it because we have alumni spread out literally around the world and it’s hard to keep them engaged keep them feeling connected to the work that’s happening in new york while they’re also alumni that’s going on all over the world, but they don’t always get to meet the residence. This reporting lets you know it’s, broaden it for non-profits that may not have alumni and followship maybe in something different you’re essentially talking about outcomes reporting yes, little really see okay, you’re you’re fund of fifteen thousand dollars produced let’s say two thousand dollars in the last year that two thousand dollars supported two or three to three residents, and they’re thieves, they’re they’re what they’re going for in their careers. This is what they’re studying, and this is what they’ve done in the last two years while they lived at the house that has really changed, exposed them, open their eyes to different cultures, expanded their horizons and let them see a lot more potential in the areas they wantto work. Yeah, those are all valuable outcomes impacts that donors air now, you know, within the past four, five years, much more interested in that’s, right? Of course, other other methods of sharing impact at a place like international house way, we’ve been experimenting with some video. I’d like to do mohr video right now, of course. Well, but this is not that i’m not going teo sametz out any donorsearch they’re not going to be interesting. Yeah, it will hurt your i don’t want to hurt your e-giving thank you very much. Ah ah, but no it’s really more. In the last two years ago, some residents actually created their own video just kind of encapsulate there i house experience that we’ve been able to use from youtube. Okay, but i really like to do something probably every year, every two years that maybe some scholarship president’s talking about their experience way have a whole lot of some of the different artists it’s in the leadership programs just so that people can people outside of new york and don’t get to be there really just get to see and even for use at special events where people don’t know what it is we do it’s an easy way to say watch this for two minutes at least you’ll have a flavor for what it is we do the caliber of people that live there and the really impressive people that also have participated in our programs. How many residents are there in a given calendar year? It’s, usually between seven hundred and a thousand oh, my gosh is much bigger than i thought, and seventy percent of the resident population is always international we usually try to keep it to seventy percent international, thirty percent domestic on and they can stay for a short is thirty days and as long as three years. And is there just one location, or do you have multiple residences where? I mean, there are there are multiple international houses were the only one in new york. We’ve been open it. We will be ninety next year. Excellent. Where where is it? In new york, we are all on riverside drive. Almost diagonal from grant’s tomb and next across the park from riverside church. Come in view of the hudson. We have great. Some of some of the residents have amazing views across the river. Some have great views through secure a park and onto riverside church grants tomb s oh, there are it’s a nice views considering where you are and we one of them. Anything one of the many things we’re doing for the residents a za part of our operating support. In addition to found scholarships and fellowships that we provide help them put on programming for the community. We’re usually subsidizing residents by at least twenty five hundred dollars per resident based on what they would be paying to. Have to live in the same area, have the same amenities at their immediate disposal on dh that’s really important to us in addition to providing between four hundred, five hundred thousand dollars a year in scholarship and fellowships, so that it’s easier for them to participate in the community, because that’s there we really believe that they get the most out of their time, thereby being engaged in the community by attending program sam’s, getting to know other people from other parts of the world, because our alumni are always very proud too. Lee, go out and then say, oh, if i find myself in sri lanka, i’ve got five people i know. I find myself in djibouti i know three people i’ve been to srilanka, by the way colombo the capital, your and then i went north into the jungle, and tio advomatic fora long i spent about four foot now better part of a week, five days or so we’ll get more well traveled than i thought so. Let’s let’s, bring it back to dahna returned? Yes. How? How important do you think the annual fund is for us? I’m sorry. I don’t mean the annual fund. I meant the annual report, how important is that? Donor-centric attention, i’m probably going, i’m probably going to i’m going to have to say they’re on some levels very important, but to other people totally inconsequential. I mean to i think for the higher level donors, it’s i think with a higher level donors it’s going to be it’s always going to be of interest, to at least be able to have something tangible and see a while in a meeting. Oh, oh, this is this year. This is last year’s annual report, and this is what? Okay, we meet met thes three these big objectives, here’s, some photos, here’s, the important financials. We added these people to the board and they’re bringing all this extra capacity to what we’re doing. But i think also for the annual fund donor-centric dollars a year, i don’t think they are, in my experience, at least working with them. They seem to be less interested in that it’s much more. Okay, tell me about the residents and what they’re doing and much less of the hard core metrics. Hardcore financials. What what’s really actually happening, but that’s, that is obviously a generalization because we have thousands of dollars. What about the house website, the isles webster terms of not don’t just describe it, but in terms of donorsearch engagement in retention just because we’re recently released a new website unveiled it rather, andre were very intentional about providing and as one specific area where we are sharing quotes from residents. I don’t think we have any video clips up yet, but that’s one of my goals for the next fiscal year that’s really focused about how do your gifts impact this community? And how does it mean so that’s mean for us? I think it’s, i’m hoping for the future going forward. People will be able to go to the website and really get to be able to see very clearly if i give international house one hundred dollars, what am i supporting and to know reasonably ok it’s going to be supporting leadership programs, scholarships, fellowships, outings that we do all over the city and within the region for people to learn more about the city and the u s but also have those opportunities to get to know each other. That noise behind dan is a spinning wheel the booth adjacent. Ours is giving away either caps, t shirts, mugs or a chance to win an ipad, and you spin the wheel for the chance and that’s what you’re hearing. So so yes, we’re not we’re not having a dan does not have any kind of speech impediment have this ability to make a ah native american, i don’t clicking sound while he’s talking and speaking code. There was no code underlying what dan was saying strictly a raffle wheel thank you for that very talented man, but does not do the clicking sounds as he’s yeah, the otherwise i think you work for the national security agency if you were able to. Ok, i’ll take it all right, let’s say, well, let’s dahna retention let’s leave listeners with one mohr one more. One more thing they have advice for small and midsize shops, you know, not alumni related like international house, i would say be sure that you are tracking when you send out whatever sort of fund-raising appeals you’re sending out, whether they’re direct mail, email, web based, make sure you’re tracking who they came from what’s kind of the tone that you’re taking, whether you’re talking specifically about impact, or just really, about good works. And then kind of the basic metrics of response rates. So you, khun, be able to compare over maybe two to three years to say, okay, what do more are more donors responding to a message from a trustee? Are more donors responding? The message from the president of the board? Someone who’s actually benefited from our programs, and if we’re talking specifically about impact, do a certain kind of donorsearch sponsor that one, and because all of this information really will help you better cater your message to the various constituencies that you have, but if you know certain donors on a regular appeal will give you fifty dollars. But when you talk specifically about you provide a clear picture of one resident, one person who has benefitted from your cause, they are, they’ll go from fifty to one hundred dollars, then, you know you need to keep sending them impact pieces and not just generic asked pieces so that’s that that’s an easy ruling road we can and we can explore that a little bit more. We got a couple minutes basically talking about testing. Yes, right. So it’s a little more about how you how you conduct your test for me, it’s thus far, it’s really been been able to look back at i think i usually go at least four or five years back to say ok, which appeals? What was really the response rate? Let’s. See how many people were we mailing to? What did that mean? And then say how much money was raised? Obviously, every donor average gift bob, her donor on dh then kind of try to figure out, even though it is. Every appeal is always different. You can it’s hard to pin the differences on any one thing. But if you’re seeing a trend that people are responding mohr two appeals from trust members of the board of trustees. Theun. Then you know, that’s that obviously needs to be something you’re focused more on. But you have to set up a method of tracking these things. Well, yes, i mean, for me, i do something. I keep it very basic. Usually reckon all in excel brothers, the response rates, the author’s kind of the tone way have what other variables? D’oh, d’oh control for still average average. Give her donor the number of donors that actually responded the number of gifts just so that, you know, just it’s much more about having for me having as much information as possible because you could even see in the economic downturn. Yes, while we may not have received as many gifts, the percentage is still stayed reasonably around. What are averages have been okay, so it wasn’t. It was an opportunity to say yes, our totals are down like everyone else is in america, but people are still giving at or above the usual rate, so we really don’t have it. It’s not like we not like we lost fifteen percent of our donor base just because the economy was a mess. And then this way you also have this data that you can go to your supervisors with you’re bored with to justify perhaps increases. Yeah, in spending in certain ways by saying, you know, we’ve got the evidence that more money spent here is very, very likely to have more money bear more. Yeah, exactly. All right. We’re going to get their damned like, well, that sounds good to me. I appreciate the opportunity to be with you and get to your listeners to my pleasure. We’re connected in lots. Of different ways on the social networks. Oh, yes. Ok, it’s, good to see you in person. Blakemore’s. The thank you is the assistant director of development for individual giving at international house in new york city and we’re in new york city with live coverage of fund-raising day two thousand thirteen. Thank you very much for being with us. My thanks to dan blakemore, little quick live listener love before we take a break guangzhou, china, shanghai as well. Ni hao it’s francisco imbriano zara is francisco. Thank you for that tweet. Got you. Ah, we gotta try to we got to get the alejandro. Where is she? Leesburg, florida live listener love to florida as well. And newport, north carolina. We take a break. Go away for a couple of seconds and when we come back tony’s take two and then scott koegler on tablet aps. Stay with me. You didn’t think that shooting getting thinking e-giving you’re listening to the talking alternate network duitz waiting to get a beating. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Durney can burger of charity navigator. And you’re listening into tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Dahna welcome back, i want to get ken berger back on the show because he along with two other ceos from guide star and the better business bureau wise giving alliance are the three people who signed the, um, the overhead myth letter and i’d like to get all three of them on. Ken is in cannes said he’ll do it. I want to get try to get all three of them to talk about that overhead myth letter tony steak to my block this week is die without a will and reduce your state’s deficit. A man from new york city died with a forty million dollar estate he was ninety seven years old didn’t have a will and has no family that has been found, and that combination means that his forty million dollars will be paid to the state of new york. I think that’s quite unfortunate lots of charitable good could’ve been done with that or a portion of the estate just very unfortunate that someone would be ninety seven and not have a will on, according to the new york times coverage which i have linked in my blogged he was about to, but his his accountant, i think or his attorney was was on vacation. And when that person came back, he was finally going to do is will but ninety seven is a long, long time to wait to do well. There’s a possible planned e-giving lesson in there. Maybe you can use some this or something like it for, you know don’t let this happen to you. And the story is more fleshed out on my blogged at tony martignetti dot com the post is die without a will and reduce your state’s deafness. Buy-in that is tony’s take two for friday, the fifth of july twenty seventh show of the year and show number one hundred and forty nine. Next week is the sesquicentennial but it’s going to be low key? Just a, uh, just a regular show. Not a dull show. Just a loki show. Not celebratory, necessarily. I mean, i’ll mention it, but that could be a big celebration. All right, that’s enough on what what’s planned. Scott koegler, are you there? I am here, tony. And you know what? I just heard that my great grandfather just died somewhere up there. And i think that i haven’t been in contact with him for a long time. Well, that and have to be on your mother’s side because his last name was bluhm. Okay, well, it was definitely on my mother. It was anybody’s side. Okay, well, congratulations, scott. Koegler, of course, the editor of non-profit technology news. Which you’ll find at n p tech news dot com and on twitter, you can follow scott he’s at scott koegler konigstein our and our regular tech contributor welcome back, scott. Thank you, tony. Good to be here again, like been forever. I think it has been we might have missed a month for some reason. I’m not sure why, but there has been a while, but you’re back and we’re planned for many months into the future. Oh, good. Yes. Let’s talk about tablets. What? Who? The ipad ipad dominates the tablet market. Isn’t that true? Um, well, it dominates in terms of maybe maybe numbers. I’m not really sure the of the domination at this point because the there’s so many versions of android, you know, because it’s a free operating system right now also, lots of tablet makers are able to do lots of things with it, and certainly the tablets have kind of taken over the world. I have a couple of i mean, between my wife and i, we have to wait for, well, almost anything that we you don’t need a keyboard for, you know? So they’re definitely all over and there’s the there’s, the microsoft surface, of course android also, um, this is their surface android. I know this microsoft windows eight be windows that’s, right? Of course would be window. Yeah, yeah, see, that’s, why that’s why i need you on more often, you know, of course, that would not be android that would not be the google offering that would be windows. But i know microsoft is in the is in that business and which is not that common. They don’t produce much hardware right then. And just as a kind of interesting point there. Did you know that the microsoft surface, not necessarily the tablet, but the surface was the very first kind of a tablet ish kind of thing was a table with multi touch technology that could actually recognize objects that was placed on it. And that was the very first generation of that kind of technology and wasn’t that long ago. Interesting. So it knew whether you had a a stein of beer or a cup of coffee, is that what you mean? It could do that? One of the things that they did that was very interesting was you could take a digital camera and just lay it on the on the surface and it would extract the images and display them across the table. And then you could kind of manipulate them around the table. Pretty interesting. Okay, i probably couldn’t distinguish between like, if you had a glass of sauvignon blanc and a glass of chardonnay. You probably wouldn’t know the difference between those, though. Well, there’s an app for that it’s called someone a app. Oh, yeah, you were wind. You are a your wine aficionado final? Yes, way. We’re talking about that. We’ve talked about that a long time ago on dh. Speaking of fine wines, we have we have someone listening from marseilles. Marseilles, marseilles? Yeah, sure. Yes. Welcome. I hope you come back marseille, but all right. But this is an app for that. But let’s, talk about tablet aps on mostly for fund-raising. You have some? You have some ideas there. Are and i think that there’s i think it really kind of those two directions here. One is tablets for just as an alternative to what you do in the office, you know, makes it, if you out about you want to have your tablet and you, khun really manage your basic activities, just threw a browser. So those are really aps, but it is a way to use it. But from what i can tell most, uh, up and coming used for tablets is in events. Okay, that makes sense, right? Because you can have multiple people of your multiple staff members at events with tablets, they can all be accessing the same applications or different applications, depending on what their jobs are so they could be walking around. Um, managing the the auction, the silent auction or the real option, they can be signing up people for their for their newsletter for their email. They can be doing interviews, you know, videos with the with the tablet and post them in real time onto social media or hang on to them for editing later. So you lot lots and lots of applications that may or may not require specific aps, you know, for fund-raising or her non-profits i like the tablet itself is certainly becoming a big deal. I like the idea of having people roving around. I mean, especially shooting video, it could be the shooting like testimonial videos that could be selling some things, or maybe even accepting donations because you can put a simple card reader, plug a simple card reader in and do cash transactions, right? Right on the spot, right? And i think that’s one of the easiest to get hold of is the taking donations, you know? You’re right either, at the point of the reason that the people showed up that’s for a lot of non-profits know, the event is the thing, right? I mean, that’s that’s, how they get a lot of their activity. Right? So having the tablet with, um ah, and the ability, tio, physical hit people up right there. Not just say yes, i will. I will be a sponsor. I will donate. Okay. Let’s, do it. Yeah. It’s, the old, you know, take out the check book except there’s. No checkbook, right? Yeah. It’s. That is in some constituencies that that may work the on the spot donation. So you have some have some sites for us. Some resources i do, and i were just talking about the ability to take donations on the spot, and they’re they’re three that i that i know of. I think there are many more. Obviously, they’re square, which is the ubiquitous little thing, that little square block that you stick into the earphone jack, um, and squares is one again the most widely known, probably okay, and that’s, the card reader. You slide it, use that card, were used to get into your phone, jack, but it’s, a card reader, and there are there three other card leaders that i’ll just mention, because everybody pretty much knows square there’s, one from paypal. And everybody knows paper may not have known that they also had a card reader. So paypal is great for donations because a lot of people have paypal accounts and they can donate from there that’s one of those abs? Well, we’re really well on the tablet, and then you can get the papal card reader. Teo, go directly to paper. There’s one called blue pay blu e p a y dot com that is another ah swipe leader for your tablet and then there’s into it into it, you know, the famous company for quickbooks and quicken in those things. Yes. So they also have away and i haven’t looked at it, but i have to believe that that card reader most likely interfaces directly with they’re they’re probably, um, with their application, you know? So if you swipe, it goes right into your accounting so that for an organization that already uses quickbooks or quicken, that might be a really good option right here. Ok. All right. So those are all the cash transaction ones. And i’ve even done this. I’ve bought books at aa book signing. And you you sign your name right on the on the line using your finger. Right? Right? Yep. Just draw your name, right? Yep. Well, i i’m accustomed to signing with a crayon. I had to make the transition to my fingertips, but i was able to manage wei have just about a minute before break aside from card readers and cash transactions. What, what what else have you got for us? Um, there’s one suggestion, and that is be sure that whatever applications that makes sense also integrate directly with your social media, facebook, twitter and google. Plus, whatever else you may be using two, but we can talk about a couple of things that do that so that you’re not doing double entry and double posting it disclosed immediately in to your social media, from whatever else you’re doing. Yes, you’ve got some apse that work within facebook very well. And when we come back in a couple of moments, we will talk about them. Hope everybody stays with us. Dafs 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. Buy-in 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 even more live listener love, it’s, amazing stockton, california always appreciate the golden state checking in sucked in in the oakland san francisco area west east of there, of course, but stockton live. Listen love to you. Lots of people in seoul, south korea. Welcome south korea. Of course. Anya haserot up at quarter to two in the morning listening in seoul. Thank you. And many of you as well should jury japan konichiwa. And from south carolina. Scott koegler you’re in me. You’re in south carolina, right? Scott, i have that i am a doctor. Alana. Tony. Okay. What town? Where you were you calling in from my town is named traveller’s rest traveller’s rest. Oh, yeah, we’ve talked about that. Sounds like an insane asylum. Ah, sunday or a nursing home. Okay. Shoretz, i’m sure it’s. Very lovely. I’m sorry. I’m well, yeah, they called it traveller’s rest. I mean, they have to expect some some comments about that. Uh, one thing about it is there is only one in the country. Is that right? Okay. Okay. There’s. Only one new york city, too. That’s. True. What do you have for us that does? Fund-raising and works inside facebook? Um, there are a couple of them one that i’ve seen is called fund raiser that’s fun are ese, are if you just go on the facebook into search for you’ll find it it’s uh, it’s, an app that is actually within facebook and, of course, then facebook works on tablets pretty well. So it’s really not a nap. It’s really a facebook application, but, you know, since a lot of fund-raising and social activity goes on in facebook that it’s really a kind of a natural for for any kind of a non-profit trying teo integrate all the pieces together, okay? That’s yeah, they’re they’re also at ah, fundraiser, as scott said, r a z e r dot com i mean, as you said, scott yes, fundraiser don’t count as well. What do you what is it? What you like? You’re okay? So you like their social media integration? Any any fees around? Fundraiser? Do you know? Um, you know what? I’m not sure about feeds? I don’t i don’t believe there are. I’m not sure how the what their business, um, plan is in terms. Of back-up you know, making yeah, how they were living. Okay, okay, well, listeners can look att fundraiser inside facebook. What else is going on in facebook? Um well, there’s, a couple of there’s one called causes spelled just like you think it would be. I’m really less familiar with that even less familiar than i am with fundraiser, but i know that causes is one of those applications have been brought to my attention and it’s big, i mean, it’s got looks like almost nine million likes and so that’s much larger than fund-raising, which actually was only about ten, ten thousand, i think so. No ten thousand what? And ten thousand users, users okay, okay. Causes and causes was founded by a couple of friends of the facebook founder mark zuckerberg. I saw one was his former roommate from harvard and one was a former president of facebook, so they’ve got some ins face-to-face they’ve got a pretty high, high connection att facebook okay, causes anything else going on in inside facebook? Well, it’s probably a lot, but those are the only ones that i really know about, okay? I also found a site called inside facebook dot com, which has a bunch of different sites that that use well, operate within facebook, so obviously use, use that social media tool in conjunction with fund-raising and and other things well, inside facebook dot com. Okay, what else you got? Scott and there’s, one application that actually is a nap for for tablets, actually, little workout smartphones as well, but it works on tablets and that’s called razz mobile that’s r a z mobile dot com and on, you know, it’s one of those things. That’s. Uh, it does cost, although i let me see if i know how much it costs. But it is. It is one of those applications you could walk around with and use in an event you can also integrated into other applications. Facebook, twitter, whatever, whatever else you like, it allows you to basically running your you’re non-profit. I would say it could take a place of a blogged. For instance. Whatever you do on there can be posted as news. You can post it out to your social media. Uh, you’re gonna have your videos to it. All those kind of things plus believe it has a donor management function with it. Yep, it does. So you, khun making appeal, take a poll and ask people to donate when they don’t get it on their tablet or on their smartphone. They can interact directly with it by making donations right there. Okay, so it’s sort of a network unto itself? Yes. Yes. It’s. Uh, well, you know, it’s a cloud based application. So anything that you do connects with everything else. Okay, i did get a question from twitter from live listener. Lynette. Lynette, welcome to the show. Glad you listening. Um, she asked a question going back to the card readers. Scott today, do they allow you to capture the cardholders? Information for non-profits it would be helpful for follow-up communications. Do you know if if you can capture other like, contact info? Uh, that i don’t. I would expect that on the face of it. They probably do not because there’s there’s gotta be some privacy implications there, for instance, is definitely not going to it will capture the information from the swipe it will not save that much i know, and i would think that if you’re using the one that integrates with quicken there’s probably window that pops up, that allows you to, um, to capture additional information, although i’ve never used that, so i really can’t bounce for, but knowing how quick and works a, i would think that that’s probably one of those we’ll be there, okay? Lynette says that she likes the idea of using tablets and card readers for on site donations, but wants to be able to continue the conversation beyond just a donation. I guess in that case, if you’re not able to capture it through the transaction app, you no, get the get the person’s business card, and i always like to make notes on cards after him away from the person. So, you know, for that i would probably put, you know, donation or a dollar sign or something on the card just to remind me that it’s somebody who made a donation and that’s and that’s why i want to follow-up that’s a very you know, old world. Jeez, we’ve been exchanging business cards for for generations. I wish i had something more high tech for you, lynette, but i would say grab the person’s business card if you can’t get it inside the app, well, i can offer one thing on their you’re probably familiar with what evernote and have i ever knowed is a is one of those krauz based applications that will even capture almost anything in every note. But they have an app that you can install that connects with evernote, and i think it’s called people. And so what that allows you to do is bring up every note on your tablet, snap a picture of the person and then put in their contact information right there, so that actually would be a really good application for that. And then ever note, um, i will go into the description of every note because it will do so many, many things, but basically it’s a big storage cabinet for anything we want toe record. Okay, cool there’s a record that as proud of you are part of your event. You can then connect that into your your fund-raising applications as well. All right, lynette, thank you for for that message. That was a direct message from lynette, but of course you can always use hashtag non-profit radio if you want. Teo, connect with us and join the conversation on twitter. Scott, we only have about thirty seconds left. Regrettably went quick. What’s right what’s one more site that that you want to expose people to, uh, here’s one if you don’t, if you can’t find the after what you want and you want something specific, try i not for-profit i not-for-profits dot com. You could make your honor grayce non-profits okay. There you go. We you and i know that you and i have talked about creating your own app. Of course. You gotta make sure it’s, widely known after it’s created otherwise. Nobody’s gonna know that’s if you want to sell it, this would be just for your own use for your own. Whatever application you want to do for non-profit. So this is not a commercial thing that you’ll sell this just something you i got you using internally. Excellent. All right, scott. Thank you very much. Excellent. Scott koegler, editor of non-profit technology news at n p tech news. Dot com, and on twitter he’s at scott koegler. Good to talk to you. Thanks very much, scott. Take your time, lynette live listener lynette, thank you very much for your question and uh and you’re welcome live listeners everywhere over all over the world from new york, new york too where’s, the further star shoe jiri, japan welcome s so happy to have somebody live listeners today next week, beth cantor, author of the network to non-profit and measuring the network to non-profit will we’ll run that interview from fund-raising day next week? And maria semple is back she’s, our prospect contributor and the prospect finder google alerts may be going goodbye maria’s got alternatives for you and of course, next week the sesquicentennial but a low key sesquicentennial. Have you liked our facebook page? I haven’t asked you that for a while because i know it’s a vanity metric eso this week i’m being a little bit vain and if i tell you it’s ninety six degrees today, that makes me a weathervane please like us on facebook for pete’s sake, i’d appreciate that our creative producers. Claire meyerhoff sam liebowitz is our line producer and assistant producer is janice taylor. The show’s social media is by regina walton of organic social media and the rope producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one, two, two p, m eastern, like so many of you were this week. Thank you. We’ll be at talking alternative broadcasting at talking alternative dot com. You didn’t think that shooting getting ding, ding, ding, ding. You’re listening to the talking alternate network duitz get in. Dahna you could are you a female entrepreneur ready to break through? 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This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office 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 communication duitz if you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Talking.

111: The Law Of Attraction & Private Benefits: Not Dirty, But Bad – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Melanie Schnoll Begun, managing director of Morgan Stanley Private Wealth Management

Emily Chan, attorney at the Nonprofit & Exempt Organizations Law Group

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

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Dahna hi there, it’s. Tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on september twenty eighth twenty twelve i’m your aptly named host. I do hope you were with me last week. Yes, i do. It was a bonanza alliances remember we had the true italian roseanna imbriano principle of our eye consulting encouraged you to secure strategic alliances that expand your marketing and save your marketing budget because they cost you nothing and claire’s cliches. Claire meyerhoff returned she’s, principal of the planned e-giving agency creative director of this very show, we talked about cliches for you to avoid and simpler words to replace them with. I didn’t have the heart to put her in jargon jail because she created it this way. The law of attraction to attract a major gift prospects and potential board members, you have to put your best foot forward to get what you are seeking. Melanie schnoll begun is managing director at morgan stanley private wealth management. She helps her ultra high net worth clients make charitable gif ts and get on boards, but she also has practical and valuable experience and advice that applies to any charity soliciting. A major gift or recruiting a boardmember and this interview with melanie was originally aired on april twentieth, two thousand twelve. Show also private benefits not dirty, but bad rules against private in your mint i like that word in your mint. Yeah, private in your mint xs benefit transactions and private benefit we’re not thinking friends with benefits private benefits these things keep your charity operating for the public good. Emily chan from the non-profit and exempt organizations law group is our monthly legal contributor, and she will explain the rules between the guests on tony’s take two my block this week one more week still seven tips for small shop planned e-giving because i think it’s important and i’ll talk about one of those tips are you on twitter while you’re listening? You could be if you open up another window, don’t don’t close the window you’re listening on now because you’ll lose me, but if you want open up another browser window on twitter, you can join the conversation there using the hashtag non-profit radio we’re about to take a break and then we’re going to go right into my interview with melanie schnoll begun, but first i gotta send live listener love to takashi in japan. Takashi, japan, newport, rhode island, and minneapolis, minnesota. Live, listener love going out to all of you. Stay with me after this break, it’s. The law of attraction, co-branding think dick tooting getting stinking thing. You’re listening to the talking alternative network e-giving. Nothing. 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 brayden 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. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten am on talking alternative dot com. You’re listening to the talking alternative network. Schnoll durney welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio with me now is melanie schnoll begun. She is a managing director and head of morgan stanley private wealth, management’s philanthropic services. She serves as a philanthropic advisor to families, foundations and family offices, working with the firm’s, ultra high net worth clients. She’s, the incoming board president of the juvenile diabetes research foundation of new york and bored treasure of the partnership for philanthropic planning. My show has been a sponsor at there. National conference on philanthropic planning the past two years. I’m very pleased that her work and her expertise brings her to the show. Melanie schnoll begun welcome. Thank you so much, tony. Just one correct that’s why i’m the current oh, you’re the could hurt the president of the board of juvenile diabetes research funding. I have to say that because the topic today that we’re gonna be talking about if i didn’t correct you about my party particular officer position on a board, i wouldn’t be selling the reason why i said or or why i think it’s so important to serve for constance he believe in so this is why i need an intern we’ve built you and i would both blame the intern, and it wouldn’t have reflected on you badly at all. What is your work around with ultra high net worth individuals? What are you doing with them? Well, i think that my work is providing meaning in their life. Many of our clients come to us because they’re in the middle of a transition. Perhaps they’ve sold their business, maybe there’s some interesting event that’s happened in their life, perhaps even a very sad event. That’s happened their life, and we help them identify how to be very strategic, purposeful and planned in there, giving for many clients when they think about making a contribution, even a large contribution, they don’t put a tremendous amount of thought into it. It might be a cause that they’ve heard about maybe one that they’re associated with, but they’re not doing a deep dive into the background and the backdrop of what’s really going on in that non-profit organization or what else there might be out there in the world, so we try and provide that professionalism, and then along the way, make our clients professionals. Themselves. What? What? What do you find motivates ultra high net worth and shortly, i’m gonna ask you, what is ultra high net worth? But we’ll work our way to that. But what do you think motivates their giving? Well for some clients, it’s because someone sick in their family for other clients, it’s because they’re say little more about that someone sick where the e-giving in memory of the person soon will be a memory will hopefully to find a cure. Hopefully the final work usually clients witness a major keynes in their attitude. What they used to buy with their wealth no longer becomes important and that’s because the second that someone has a diagnosis in their family of someone who’s ill the only thing they’re thinking about is identifying better treatment and perhaps secure. So we find often that we come to the philanthropic table with someone who has just been given that diagnosis scammer and is looking for the solution where so many of us just our resource is we go to the web and we learn as much as we can, but when we’re talking about people with extraordinarily extraordinary wealth that can actually invested. In a possible cure that’s what they want to buy it, they want to buy the cure. I think what’s shocking and disappointing in many instances is that clients, no matter how wealthy they are, find out that they can’t necessarily buy everything. So it is that deep investment for the long term, perhaps not even for the benefit of their family member who might be ill but for others to find a cure better treatment. Better resource is that might bring some of our clients to the table. Others are just deeply invested in their community. They want better cultural organizations. They want better education for their kids. Certainly in new york, that’s a very big issue about private school, public school. And as your children are going through that educational problem situation, where are there enough of fine schools in new york to send our kids to? In many instances, they find that they that there’s not so. Our clients are interested in identifying. How can they be the solution to the educational drama issue? We have just a couple minutes before break. What? What what’s the definition of ultra high net worth. What is how much money? Are we talking about, well, a lot more money than i have? I’ve always said that i really hope to one day be able to be my own client, but for us, ultra high net worth is really defined as clients who have a net worth of twenty five million and more. The reality is that it’s a very open span for those clients, though, with twenty five million and mohr, they usually have a significant out a significant amount of money that they could do something incredibly impactful with their philantech, um, on how much i’m wondering, how much does somebody who has that kind of wealth walk around within their wallet, like, like i have typically, like thirty or forty dollars in my wallet, but so i would probably not be confused for ultrahigh worth of net worth. If someone stole my wallet, i probably wouldn’t i probably couldn’t get away with that, but, you know, like, how much do you think they have just on an average day in the well, how much do you think that carry around? Probably probably no cash. I think that i think that most about very wealthy people typically put most their stuff on cards today. So you know what? Actually, i would go after your wallet if i knew that you were on the street. So just watch thirty or forty bucks, so i was ready. I was ready to go, like, three or four hundred in my wallet, and then it almost be worth it to lose that much if i could get two muggers to think that i’m ultra high net worth. Yeah, yeah. Now they would share the story of the ultra high net worth guy, you know, among their prison friends. And i could, you know, get known that way. But i’m going about it the wrong way. You got to go down so well, no cash. Now, we need to talk about prison reform as faras labbate. Right? So so how can you make sure that those who come out of prison then are better off than when they went in and are telling the story of twenty martignetti being ultra? Yeah, absolutely. We have to take a break when we return. Of course melanie schnoll begun stays with me, and we’ll continue talking about the law of attraction. So i hope you stay with us 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 intellect, no more it’s time, join me, larry shop, 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, 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. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com e every time i was a great place to visit both entertainment and education listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to tony martignetti non-profit radio. My guest is melanie schnoll begun, and melanie let’s talk about it. When charity’s air trying to solicit gif ts you have your clients who are ultra high net worth, but you have, i think, very valuable advice for any charity that’s trying to solicit any major gift, which maybe five hundred dollars or thousand dollars for some charities. What what’s your you see sort of faulty proposals a lot, don’t you? Yeah, i think that non-profits believe they understand who the donor is, and they prepare something in advance. That’s a critical error, you never know who that donor is, the famous saying. If you’ve met one philanthropist, you’ve met one philanthropist, so we try and tiki non-profits to perform a radical listening, and that means spending the time to really understand why a donor may want to be a donor to their organization. The time will be incredibly valuable both for the non-profit but even more importantly, for the donor, when a donor has the opportunity to talk about what they care about, why they care about the organization’s mission, you hear things you really hear things inside of that conversation inside the conversation in the donor’s hat so radical listening is a skill that we teach non-profits to practice. And that skill is something that serves both board members. It serves the staff of non-profit organizations, and at the end, you’re really giving a service to a donor. I think that most of my clients find that no one listens to them well enough. Yeah, but but a charity that’s that’s soliciting a major gift. However they define that might feel that they’re not going to get another meeting with this person. They go one shot. We finally got the meeting. We got forty five minutes. Way better. We’ve got to lay it all out because we may never get a second meeting that’s, right? So you walk into every meeting with the idea that if i really listen to this donor, i’m going to get the second meeting. If you walk in with a proposal thinking that you know who this person is and what they want to offer your organization, you’re probably guaranteeing yourself that you’re not going to see that donor again. So does it always work? It may not always work if you begin practicing it. Well, if you spend so much time performing discovery on that donor both in the dance of the meeting and then, while you’re sitting at that meeting, i think over time you’ll find that your practice as a fundraiser will dramatically improve. So you’re suggesting that if you can move the donor while while radically listening, then you’ll get a follow-up meeting brightstep my suggestion is, if you are performing radical listening, you will move the donor, okay, okay, even without introducing your mission and your work in the first in the first meeting, right? Because you’re going to hear from the donor what the donor wants to dio instead of telling the donor with a non-profit wants the donor and you do know there’s a threshold interest, otherwise you wouldn’t have gotten the first meeting would have gotten the meeting would have gotten the meeting. So it’s, it’s, it’s, it’s an important skill it’s something that has been written about andi, i think that we can’t live in that fear fundraisers can’t live in that fear that this is joan, or will not be interested in talking to me again. In fact, most of the conversation is not a conversation most of the conversation is letting that ultra high network don’t talk to you, and you’re just there. To listen or again, it could be any level donor, and i’ve had where we have a regular prospect. Research contributor maria simple is on, and she and i have talked about the value of the face to face meetings, and she’s a professional prospect researcher who knows all the web webb resource is, you know, but she still recognizes that the greatest prospect research comes from a good, good conversation, absolutely and and and and he’s absolutely right face-to-face looking the donor in their eyes. In many instances, i think being on the donor’s being in the donor’s territory so a place where they’re comfortable, where it’s an environment either their office, they’re home, maybe somewhere where they’ve recommended that they like to go for coffee. Usually i recommend going for a glass of wine because, you know, does it doesn’t hurt, but her loosen up? Yeah, exactly. I’ve tried to get sam lee boards to have wine here, but he’s not doing it now you’re not really radical listening, right? I just radically demand thanks, you know, but i’m not a charity, so i think i’m exactly only have third example, everything was but you only have thirty. Dollars you’re while you are charity ticket, you can’t get a decent bottle of wine for thirty bucks. So then the careful listening radical listening is goingto inform your valuable proposal when that when it’s the right time, that’s, right meds and the valuable proposal some hints that we give to non-profits as they’re preparing that that proposal brief three points know what are the key issues that you’ve heard? The donor has said to you, the areas where they’re really interested in supporting on ly talk about those areas, right? Putting in a proposal for stuff that you haven’t heard because the organization needs it, but the donor doesn’t want it what’s the likelihood of that getting funded so three typically are the most that we suggested a proposal going backto a donor that you know what they’re interested in, you’re going to get a much better response. Bilich other tips for the for the proposal itself for the written document, you brief couple pages, right? A couple of pages in fact, most of our clients today, they don’t want to read stuff, right? And they fear that if the non-profit is spending so much time and resource is preparing proposals, then they may not be spending the money that i’m giving to the organization i’m doing. The work so in many instances, it’s brief short. In fact, non-profit should ask the donor. How would you like me to prevent to present a proposal? Is it isn’t even something that you want in writing? Or should we just have another conversation? I would welcome that second conversation so that now the second meeting, the donors prepared to do their own radical listening, right? Is there a problem? Sometimes when a donor gets sort of passed off from somebody who knows the work very well to the fund-raising professional who’s goingto the closer it’s like it’s, like in a in a car dealership going to which i have very bad memories of a child. Buying my first car was awful, but at a car dealership going from the salesmen to the finance manager exactly going that office and the door gets closer, you know, but being passed from the maybe the executive director or someone who knows the work well to the closer, the fundraiser doesn’t something get lost there sometimes. Yeah. What? What gets lost is the gift. So no one wants to be handed off everyone in that non-profit organization, both from voluntary leadership to professional. Staff should be able to talk about programming if the executive director is the one who has contact with that donor. If it’s a boardmember who has the contact with that donor, or if it is the professional fundraiser that has the contact with that donor, the conversation could be between those two people bringing others include others in the conversation. But don’t hand a donor. Roth. I have ah ah, client situation that happened with a large university hospital. Incredible organization doing tremendous work. And this client’s unfortunately this this medical institution was not able to save the life of our client’s husband. But he wanted to honor him. She wants to memorialize him. And the doctor who was treating her husband was the individual that he wanted to leave a contribution for. So that he could continue doing the great work that he began with her clothes with her with her husband. Many of the conversations happened between her and the doctor. It was intimate. She could see clearly what she wanted to accomplish. And then when it came down to the clothes, she was handed to a development director. Ah, fine development director. Someone who’s spent years. In the business. But it was so disconnected and she felt that were there. Were you there for the meeting? So i was there after the fact also, i came in to help save the gift. Okay? And we this this donor-centric working with us after he felt that brush off from the doctor and it was completely unintentional. So totally unintentional. It’s just protocol just about innocuous handing off. But it’s, the way things are done, he wasn’t supposed to close that’s someone else’s responsibility. So what? I teach both boards as well as professional staff, it’s, everyone’s, responsibility clothes. If you’re the one who has the relationship, you need to be confident enough to make the ask. And you need to be prepared enough too close. And if it’s, i guess if it’s a really technical gift which it could be a large dollar amounts, then at least include the in your case, the doctor but generally the program the work expert in the conversations don’t leave him or her out in the hall while now the professional closer, you know, goes through his is her stick that’s, right? And you know it. The attorneys thie accountants all the financial advisor’s. All of those professionals need to play a role in the process if the donor wants him to be included in the conversations about the specifics of the gift that’s great, but there’s the technical aspects of giving and then there’s the emotional aspects of giving and what i see getting lost. It’s, it’s, it’s never technique, right? You could draft a perfect trust. It could be absolutely accurate. The document itself could get an a plus plus in any fine law school. But if the donor is not connected emotionally to the gift, it doesn’t matter what the document says. Melanie schnoll begun is managing director, head of morgan stanley, private wealth, management’s philanthropic services and we’re talking about the law of attraction basically had a look good when you’re either soliciting a gift or soliciting someone for boardmember ship, which is what i’d like tio transition to now, okay, appealing to a board appealing to a potential boardmember. Since you’re working with ultra high net worth people, i’m going to guess that sometimes there approached because they’re very wealthy. And how do they feel about that? Yeah, so in the law of attraction, it’s it’s rarely because they’re really good looking now. Many of them might be hot tonight, but it’s usually because they’re wealthy so similar to the idea of marriage. Right? So when i got married, i married for love. I married for looks there’s, you know there’s a little bit of money to that’s all so that’s, always wonderful when you think that before you can say sex on the show is this the part where you were thinking of coming? It’s coming, it’s coming, it’s coming sex is you have to have a little foreplay before sex. So it’s getting there russia you’re right. That’s been my problem. You’re russian it you’re as well among others, but let’s keep it let’s. Keep it focused on alt-right network from latto let’s. Take this conversation on the bed here. Right? Right, right. So the opportunity of creating a marriage between a potential boardmember and an organization it’s incredibly important. So the the reason donors believe that? Serving a non-profit is an appropriate step for them is because they’ve been courted well, it’s, because they find the organization incredibly attractive and good looking it’s because they want to spend a lot of time with that organization because they want to see that organization grow and really achieve incredible impact very similar to marriage alive know the problem with marriage is is half the men in divorce, so the same is true with non-profit port service, you’re excited at the beginning, right? You can’t wait for that next kiss can’t wait for the next date and then quickly within the first year, if the non-profit doesn’t really know how to work well, play well, dine the donor well doesn’t understand where they like to go to how they like to vacation. If the non-profit doesn’t know how to use the donor to his or her maximum capacity, they get bored, they get disenchanted and the worst thing is donors cheats like just like what happens in many families that fall apart, they begin looking at other opportunities that really do want them thinking that it’s better on the other side there feeling remorse about having joined this board. Everything was great in the beginning that right? The honeymoon stage, but about exactly right, exactly right? So spend your time non-profit should spend their time thinking about whether or not this is a person they want to marry. Is this a person that will bring value to this relation? Can we grow together? And what do we each bring to the relationship? It has to be more than just money again, just like many families, right? If all you’re going after is the wealth than a marriage for many, many years will fall apart, you know the boardmember potential boardmember wants to know that they’re going to be used effectively. That’s right? You’ve utilized way. Don’t use board members. We usually large numbers. Okay. Okay. Um, taking over the show? No. She, um let’s. See, so but a lot of times, board charities need an expertise. We need an accountant or we feel we need an attorney. And in some specialty real estate, maybe or something. So they’re seeking that profession. But that is contrary to what you’re recommending. Right? So i think what boardmember sze need to be on? What boards need to do to get the right. People on their team is they have to look for people different than themselves. What happens with most non-profit boards is you look around the board table and everyone’s the same right, because it’s, a friend introducing another friend. They come from similar backgrounds, specially smaller charity it’s, a friend of the executive director of the founder, absolutely especially small non-profits and specifically, when they’re getting off the ground, right. So it’s, the founder, it’s, the founders best friend, its founder, sister, and perhaps someone who worked for them at one point time or an intern. So non-profits really need to think about how can we bring true diversity to our board? Professionalizing aboard must include accountants, financial advisors, lawyers, but you can’t just look at them as a lawyer, you need to look at them as a lawyer that has a mission that there interest must be tethered, if not tied to the nonprofit organization, that they’re a lawyer that’s their skill set. But ultimately we know that even if they weren’t a lawyer, that they really support the work of that organization. I wantto have you bring something out that we had talked about that very wealthy people are not un interested in working for smaller midsize working among being utilized by small and midsize charities. Is that right? Absolutely. I think that many very wealthy clients believe that they can be better utilised in a small nonprofit organization. In fact, that’s where most of their money came from. So the majority of our client base started their own closely held businesses. And they realise what it means to rule up their sleeves to get dirty. They love that kind of opportunity and nonprofit organizations. So when you come into these large non-profit organizations very bureaucratic, very political. So many individuals that look like them. So it is even mohr attractive for wealthy people to see that you know, my gift. We’ll make a significant difference here, but my time may even be more valuable. Tulani schnoll begun is a managing director and head of morgan stanley. Private wealth, management’s philanthropic services. Melanie, thanks very much for being in the studio. Being a guest, tony. Thanks for having me. It’s. Been a pleasure. Got more live listener love tokyo. Welcome. Seoul, south. Korea. Welcome and chandler, arizona, also, and from minneapolis, my thoughts are with you, the very tragic shooting just yesterday. Very sad thinking about you in minneapolis, minnesota. Now we take a break, and when we return, tony’s take to stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll 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 no. Schnoll hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Time now for tony’s, take two and then after that, it will be emily chan. We’ll be talking about private benefits not dirty, but bad on tony’s take two for my blogged this week is what i mean to be saying i kept up seven tips for small shop planned giving an extra week because i think small shops need encouragement and it’s important. And one of the one of the seven that i’ll talk about this week is just start simple. I had made the point last week that there is great opportunity for small shops and that you shouldn’t be intimidated by planned e-giving the best place to start is very simple gif ts charitable bequests in people’s will and everybody needs a will. Everybody understands what a will is on dh for some small, real small charities that might be the place to stop you might that might be your whole plan’s e-giving program encouraging bequests in a will. If you want to go a little further, you can encourage people to name you as a beneficiary of life insurance policies or their ira or pension. These are all those those air, very simple, being named as a beneficiary. You just encourage your, um your prospects to fill out a change of beneficiary form that they get from the company that administers there, ira or pension, whatever it is it’s very, very simple to do so. One of the seven tips that’s on my block is start simple and my blog’s is that tony martignetti dot com that is tony’s take two for friday, the twenty eighth of september and the forty first show of the year before. Before i bring in emily chan, i gotta send live listener love to my hometown. Well, my current town, new york, new york. Thank you. Finally, we don’t get too many listeners from new york. Where is everybody? Emily chan is a attorney and she is an attorney at neo-sage non-profit and exempt organizations law group, which is in san francisco. She’s, also a principal contributor to the non-profit law blawg she’s, the american bar association’s twenty twelve outstanding young non-profit lawyer i’m anxious to see what she’s going to do in twenty thirteen. You can follow her on twitter at emily chan and i’m very glad that she is one of the regular contributors to the show emily welcome. How are you? I’m doing great. Gene is not going to be with us this week right now. He’s in baltimore right now, working with one of our clients. Okay, so i have ah, costello, but no abbott that’s. All right. Um, we’re talking about private benefits in a moment, but first we want to wrap up a little bit about fiscal sponsorships. There’s a little more. You wanted to leave listeners with from from last month? Yeah, just to wrap it up, i think there’s maybe three things that i want to remind listeners about with physical sponsorship. We were able to talk about it in that short amount of time, but it is a very complicated concept, and more often than not, we see people doing it wrong as opposed to write. So if i have three tips for non-profits, that would be one. Definitely. Do your homework. You get that other one. Give me the cold in book on six weeks to do it right. I read about it. Talk to people to make sure that your organization has a process for oversight. That’s a big area where we see organizations dropping the ball. They just practically speaking can’t do it. And then finally, if you are going to enter into physical sponsorship agreement, make sure you get that contract review because that’s defying everything and all of your rights and the terms and conditions that both parties are agreeing to. Thanks very much, emily. Okay, we want to make sure we set the stage correctly for people on fiscal sponsorship now with private benefits. What are we’re not talking about friends with benefits, my innuendo? Because, you know, that’s just the way i think, for some reason, what are we? What are we concerned about with respect to private benefits? Private benefit is really one of the core concept for public charities because they’re organized for charitable purposes for public purposes and deserved charitable classes. So there’s actually three rules that helped to govern organizations to make sure that they’re in compliance with the federal tax laws and keeping there five, twenty three tax exemption, the three rolls are the private benefit doctrine, the private interment doctrine. And then finally, the access benefit transaction roll some hoping today we can just do a kind of a primer on these three rules to give organizations of better understanding about maybe some areas where they’re starting to tiptoe into violation. Okay, it’s. Interesting. You say primer? I say i always say primer, you know, that’s interesting i could do to short out. You do long i interesting. I don’t know which okay, maybe depends where you go to law school. I don’t know. Where did you go to law school. You see hastings, you see hastings university? Okay. I went to philadelphia temple. So could be a different philosophy thing. Maybe prime ing and priming. Ok, let’s, stay prim and proper when our prime ing and priming and talk about the private benefit doctrine what is what is that one? So this is the broadest rule in its applicability. It’s really? Just saying that in order to be organized exclusively and operated primarily for your exam purposes, you need to serve public purposes as opposed to private interests. So what this mean, really? Some examples would be entering into unfavorable or unreasonable contracts with third parties. It may be serving too small. The class of beneficiaries. Okay, wait, wait. Let’s, let ze unpack this little bit for listeners so unfavourable or unreasonable contracts. What? What does that? What does that look like? You? Yeah, so for example, paying more than fair market value for goods and services. Okayo are agreeing to certain terms and conditions that are just to the detriment of the organization, really giving more to that third party than the organization is getting in return. Okay? And that could be any any vendor doesn’t have tto be anybody who has a relationship to the we’re going to get to those but doesn’t have to have any relationship to the charity at this point right in this in-kind benefits and that’s quite the private benefit rules really the broader because we’re talking about any person, just any person out there saying that you cannot serve their private interests. You really deserve that public interest, okay, right, you’re enriching them unreasonably, and so your public benefit is being eroded, right? And it’s currently the iris acknowledges, though you know with e-giving public benefit, there may be some private interests that benefit from that. So the key for the private benefit doctrine is that any private interests that are served, they need to be incidental. So thie irs looks at it both on it qualitative perspective and saying it’s just a byproduct of serving that public benefit as well, quantitative so that private interests being served needs to be in a substantial amount as compared to the public benefit on an example would be an organization chooses to help with the restoration of a lake for public use. Yeah, and there’s certain properties that live around the lake, those properties are going to increase in value if that lake is improved. But that’s a byproduct of fixing this lake so that the public can come in and use it as a public space. And when they compare it, then hopefully thie value that’s being given to these homeowners that live on the lake, hopefully insubstantial as compared to the public benefit that’s being served by fixing this lake. Okay, way sent. I sent live listener love out to minneapolis, minnesota. That could apply right there because it’s, the land of ten thousand lakes that’s very timely example. Very, very bright. You see, hastings, very good law school. You’re the outstanding young attorney in two thousand twelve, so i’m not surprised at all. You’d make that connection. Okay, so is this. So this is sort of related to ensure ensuring your exam purpose the same as what the irs does when they initially evaluate whether you’re entitled to a tax exempt five oh one c three status, right? This is just sort of same evaluation, but ongoing absolutely and so for organizations out there that are applying for their toxic status, private benefit is a big red flag for the irs in delaying the application or maybe even a denial of exemption. So it’s important to understand this when you’re developing your programs and you’re describing it on your application and also thinking into the future about how you’re going to operate, right? It’s not it’s, not enough to just do it at the outset, meet meet, meet the criteria in the beginning, get your approval and then lose. Lose, i guess lew’s mission focus. Really? I mean, you are supposed to be a public charity, right? Public benefit. Ok. And the organization’s record on this well on their annual information returns so that’s another area that even after they get their exemption, that they need to be cognizant of this rule, and understand that their programs need teo being compliant with this doctrine. So it’s part of the form nine ninety or the nine. Ninety easy there’s an explicit question are you serving? Would say no to that? Yeah, the questions they ask, though, certainly can reveal those types of facts. So when you describe your mission or you describe your biggest program on these are the things that will come up also looking at payments, you know what parties do you have contracts with? What kind of relationship you have with them? All of this information just kind of comes out through the form because it asked so many questions. Okay, interested? I want to send live listener love teo someone who joined us from brisbane, australia live love look live love going out to brisbane. Emily, there is, uh, anything else you want to say about the private benefit doctrine that that broadest of the three, i think that’s i think that’s a good start. You feel you’ve exhausted that. Ok, ok, i’m not exhausted. I’m not saying i’m exhausted. I’m just exhausted the topic way, tio. Now you have the prohibition against private in your mint. I like that word in your mitt spelled with an area of course in your mint is that? How you would say in your mentor, do you say in norman? And you would say in your mind, okay, i thought, maybe hastings, you say it differently than, like primary dreamer. Ok, what’s this what’s, this mean private in your mint? So this this doctrine actually comes from the language in five twenty three of the internal revenue code, which says that no part of him, that earnings of the exempt organization can unearth the benefit of any private shareholder or individuals in your and your to benefit right private, individual or shareholder. Okay. In other words, it means that the organization cannot give a disproportionate share of benefit, too. Specific people and what’s different about this rule on the main difference from the private benefit rules. But it’s looking at just a specific group of people what they call insiders, which are persons who are in a position to exercise significant influence over the organization. So directors the officers and directors right? Sanders to write. And so the most common example of where these problems who comes up is with excessive executive compensation because you’re giving a disproportionate share of benefit to someone who has significant this’s something that we see in the press in the in the popular press a lot. Where a million dollars, nine and a half dollars salaries. And meanwhile, the organization’s cutting the programs. Okay, i mean, it’s certainly an important issue, and it does make people very angry. And when they give their money to the station to find out that you know the disproportionate share going to insiders who have control over the organization but to give to be fair to it may not be a disproportionate share. Me, if it’s a big enough charity, a million dollars salary could be very well justified, right? Yeah, absolutely. Andi, we have just just, uh, let you know, we just have a minute before break or so okay. Um, and i just wanted to point out to there’s other ways that this comes up. For example, paying excessive red paying again less than fair market value for goods and services from an insider. The greg mortenson issue. With central asia institute. There’s. A lot of speculation about whether about organization violated private interment rules because they paid so much to support his book signings and, you know, the publication of his book. And there was a question of what did they actually get in return? There’s. Lots of ways that private interment can happen, even though what we see most commonly is executive compensation issues. All right, we’re going to take a break when we returned. Of course, emily chance days we listen, we keep talking about private benefits, not dirty, but back. Stay with us. Dahna 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 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 consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Welcome back, emily there’s. No there’s, no rule against doing business with boardmember sze businesses though, right? Of course, no there’s not, but because of these types of private benefit rules certainly you want to be cautious that’s an organization and make sure that you understand what is appropriate and what wouldn’t be appropriate, even if it’s the terms and conditions there all there you also have to think about how the public’s going to do it, and how your supporters and also your critics so that all gets taken into account as well. Okay, are there’s some measures that we can use for what’s what’s market value what’s appropriate if let’s say a boardmember is offering office space for rent for the organisation. But what do we do? A market analysis what’s your advice? Yeah, those are all great. Basically you want to take all the steps to show that it’s being negotiated at arm’s length? I’m getting independent appraisal having let’s say if the contract approved, i haven’t reviewed by an attorney you know, documenting in your meeting minutes what it is that you’re considering and why this is justified and why this is really in further in severe exam purposes. All of those steps are going to help protect the organization on it is important because under this doctrine, there’s no de minimus exception. You know, we talked about with the private benefit doctrine that you can have incidental private interests served with the private and merriment doctrine where we’re just looking at insiders it’s an absolute rule and the way that it’s written on the irish i can actually take away your tax exempt status if you violate it. Now we don’t see that happen very often, but let’s, hold off on that. So so there’s. So when you say there’s no de minimus testing me even just a little bit over, say, ah, market value or a little bit over what would be an arm’s length transaction could be in violation of the prohibition against private inhuman. Yeah. In theory, yes, at one dollars. Okay, okay. You’re right. We don’t see it happen a lot because that is a very city air penalty for let’s. Say something that can be corrected or something. That’s. Very small. An amount. So what the irish did they developed. What is the third rule? The excess benefit transaction rolls. On basically what this does is it creates an immediate sanctions so that the irs doesn’t have to go so far as to i’m takeaway tax exempt got it intermediate sanctions okay, immediate sanctions, so this fool is going to sound very similar, but there are a little there are some differences on this school basically says that an organization cannot provide an economic benefit. Tio what i’m going to call it disqualified person, which i’ll explain in a second have exceeds the consideration that the organization is receiving in return, so disqualified person is similar to the concept of an insider, but they want to use a different term for it. You could have just said the supplies for insiders, there was someone and there’s a little nuance to it, it’s someone who has a substantial influence over the organization within the last five years. So we’re thinking of the same type of people, though high level managers, directors hyre speeding, please let’s say papa upleaf founders the same types of people that they choose to call it disqualified person under this role on basically if it found that there’s an excess benefit transaction, the penalty now is an excise tax. So it’ll be twenty five percent of the excess benefit tax to the disqualified person. You received that. Okay, let’s, unpack this a bit. All right. So it’s paid by the individual, right? It’s paid by that disqualified person to dp. Okay. And they could actually get bumped to a two hundred percent tax if they don’t correct it. Ok, ok. Also important for organizations is an organizational manager can also get taxed if they knowingly and willingly approved that transaction as tax tax as an individual. You mean yes. Ten percent of the excess benefit up tio twenty thousand dollars. Okay, so the organization would be prohibited in these cases from from paying these excise taxes for the individual. And it would be inappropriate for the organization to pay the taxes because there are certain indemnification that an organization can provide again, this is going to be a state law that california, for example, a breach of your fiduciary duty takes you out of being qualified indemnification. So here, if you’re you knowingly and willingly approving a gn xs benefit transaction, that certainly, you know, raises the concern about reaching a fiduciary duty and having approved that and so, organizations again doing their homework, getting reliable third party dahna toe look at asking for professionals for, you know their ex offgrid opinion on the matter. Those are all things that help protect the organizational managers from ever finding themselves in this situation on def, they if the charity pride tried to pay the excise tax, that could be in violation of the prohibition against private in your mint, keep going. Good. It’s a grand circle. Okay, we have to leave it there. Oh, god. You have one more point. You can make it a few seconds. Yeah, organisations would also look up and you’re going to put me in jarring in jail a procedure called a rebuttable presumption of reason. Profnet oh, my goodness. She does this with ten seconds left. Idea rebuttable presumption of reasonable this. Go ahead. Googling it’s a three step process that organization’s community based we give some the presumption that they’ve done a reasonable entered into a reasonable transaction with these disqualified people. So we don’t need to get into the details but write it down. Look it up. Okay. Say the phrase one more time. Rebuttable presumption of reasonable next-gen multi-channel. Is an attorney at the non-profit exempt organizations latto group in san francisco and our one of our regular legal contributors. You can follow her on twitter at emily chan. Thanks for being on. Emily would talk to you in just a couple weeks. You’ll be back, thank you very much. My thanks also, of course, teo melanie schnoll begun and the people at her company at morgan stanley who help arrange that interview next week nufer ends at events andrea nirenberg is president of nierenberg consulting group. She wants you to deepen and broaden the relationships that you create with people who come out to your events. We’re going to go deep and broad sounds promising and amy sample ward she’s going to kick off her new exalted status as social media contributed to the show, you’re going to be on once a month. We’re going to talk next week about designing for engagement, andi that maybe a jog in jail before she even gets on the show? I don’t know, maybe i’m a take her mug shot between now and next friday, designing for engagement, social media, new social media contributor amy sample ward shall i unpack it? For you, trust me, have you joined? Are linked in group? We have members from galveston, texas, dubuque, iowa, and muncie, indiana, where ball mason jars come from. Are you in the linked in group? You ought to be because you can continue the conversation with guests at that site. I do it. I asked questions follow-up questions, and in fact, i have a perfect one for emily. If you’re going to talk a little about that rebuttable presumption on the linked in group, i have a new fund-raising fundamentals podcast up just up this week, recruiting the best volunteers for your fund-raising this is the podcast that i do for the chronicle of philanthropy, you’ll find that ten minute podcast on itunes it’s, also on the chronicle of philanthropy website and again, it’s called fund-raising fundamentals wishing you best luck. Good luck, the way performers do around the world last week was italian in cool. Oh, allah bolena, and i’m wondering if you are still in the ass of the whale, you’re gonna have to stay there for another week because not till next week. We’ll have a new language lesson for you and a new way performers wish. Each other luck. Our creative producer was claire meyerhoff. Sam liebowitz is 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. Oh, how i hope you will be with me next friday, one to two p m eastern, at talking alternative broadcasting, which is always at talking alternative dot com. I didn’t think that shooting the ending. You’re listening to the talking alternative network. E-giving e-giving it’s. 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. Hey! 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. 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Improving communications, that’s. The answer. Dahna