557: Turn Followers Into Donors – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2

This Week: 

Turn Followers Into Donors
Adora Drake
has a strategy for converting your social media followers into donors. Let’s hear what it’s all about. Her digital marketing company and coaching practice is Adora Drake Marketing. 

There’s more at tonymartignetti.com 

353: 5-Minute Marketing For Planned Giving & What’s Fair Game? – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Tony Martignetti, host of Nonprofit Radio & principal at Martignetti Planned Giving Advisors, LLC. 

Also, Maria Semple, our prospect research contributor and The Prospect Finder.

There’s more at tonymartignetti.com

326: News From Accounting & LinkedIn Latest – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Yigit Uctum, partner at Wegner CPAs.

Also, Maria Semple, our prospect research contributor & The Prospect Finder.

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

216: 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

161: Nonprofit Outcomes Toolbox & Optimize Your Social Profiles – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

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

Amy Sample Ward, CEO of Nonprofit Technology Network (NTEN) and co-author of “Social Change Anytime Everywhere”

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

155: LinkedIn To Find Great Candidates & LinkedIn Page Analytics – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Marc Halpert, LinkedIn trainer and evangelist

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

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

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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 were with me last week, you’d cause me mitral regurgitation if i heard that you had missed get the best out of your board, our panel shared wisdom on identifying, recruiting, training, engaging and transitioning board members. That was alison chair now terry, billy and holly bellows and back to board basics part do jean takagi are legal contributor returned to continue our discussion on sound board practices, term limits, automatic removal and very young trustees this week. It’s linked in for the whole show first linked in to make hires. Mark alpert is a linked in trainer an evangelist, he returns to the show to explain how linked in branding and search along with your non-profits profile page can work together to help you find the best people to fill your job openings that was recorded at fund-raising day back in june, and linkedin page analytics maria simple, our prospect research contributor and the prospect finder, introduces the new page analytics very new. Identify your linked in updates that drive the greatest engagement. Get detailed demographic data about your followers and even benchmark your follower base against similar pages between the guests on tony’s, take two. Create the impossible. We have now the interview with mark halpert on linked in from making hires and hears that. Welcome to tony martignetti non-profit radio coverage of fund-raising day twenty thirteen, we’re in the marriott marquis hotel in times square, new york i first interview first guest today is mark helper. He is a linked in trainer and evangelist, teaching businesses and non-profits nationwide to use linkedin as a power tool for their marketing and recruiting his seminar topic is five ways to find great candidates or we’re going to talk about using linked in for your work as you are seeking the best candidates for your organization. Mark albert welcome. Thank you very much. Nice to be back again. That’s. A pleasure. Yes. Pleasure to have you back. You have been a guest. Okay. You have five five methods of organisations finding the best candidates before we get into one through five. How come you always say linkedin is an underutilized tool? Why is that on the non-profit community? It’s perceived to be either a job recruitment tool or just for businesses. And lincoln has ahold of vision just dedicated to non-profits called lincoln for good. It works with non-profits to help them achieve their mission, find good candidates, find board members to all sorts of things that linked that non-profits typically struggle with but to use this tool in a really effective way. And how did they find linked in for good? Where where did they go to get this? Well, there’s, you go to the lincoln website, you can go to the help center type in lincoln and non-profits, and it’ll do a search for you. Give you all sorts of topics that you can go to other websites, sub websites that will lead non-profit with video and with many great suggestions. Or come listen to me. Talk about it this afternoon. Well, so it could be a little late for that now, because people are gonna be listening to this that’s after today. That’s okay. They missed you at fund-raising day. But you do a lot of speaking all over the place. People on dh when we get into what you’re gonna be speaking about, your first recommendation is branding your staff board and agency saying that everything has to look their best. What’s this what? How do we do this on linked in? Well, if you’re looking for candidates, they’re going to do one of two things they’re going to look for your at your website, hopefully have a good website, not all non-profits do that’s a whole nother top or they’re gonna look atyou on google if you still don’t come up well in the google search and your website’s going to the top of google search, you’re gonna go someplace else and they’re going to go toe linked in because business people go to link to him business people in non-profits who are or work with non-profits that are board members that are officers of non-profits if they’re seeking a new position, they’re going to look in the job section a lincoln, then they’re gonna look at your organization. They’re gonna look at your company profile page most non-profits don’t even know what a company profile pages or where to find it or how to make it effective. That’s part of the secret sauce? Okay, but a company profile page is basically a lincoln website for your organization that allows you to show what you do and what your products or your services are all right now, we can’t optimize this in this the time. Twenty minutes, right? But how do we begin the process of creating one if we don’t have ah, company paid. Okay again, go to the help center and type in create company profile page. It’ll start you along with the instructions you need to do a very simple okay. It’s designed to be easy is designed to be actually fun. It will allow graphics. It will allow you to connect the names of the people in your organization who either work there, volunteered there are on the board there and it will connect them. So when you find that person on linked in, it automatically shows that they’re connected to your non-profit so the whole concept here is branding ah, bring your brand, tony. You work very hard at your brand. I’m a brand. I work very hard at my brand. We each bring to the table something unique. We each also have a value proposition. We each also want to convey to the market that we are unique and relevant to what we’re doing. Try me. Buy me. Buy me again, alright? Yeah and i don’t think organizations non-profits think of linked in for that purpose. I wish they would love the idea of connect you can connect your board members so that i guess you’re the organization page will appear on their page or organisation is mentioned on their personal profile pigeon can be associate it with your great organizations, you give your time and you give your money as a boardmember right? Why not mention and show off the organization you so strongly believe in and vice versa your company profile page as a non-profit can show all the people that support you, they may be volunteers, they may be boardmember sze, they may be the officers and the employees, and it should be every employee that has a public face for your organization that could be your payments clerk who talks to people outside. It could be your your your donor in-kind collections, folks, all the volunteers in a volunteer absolute volunteering there should be connected if you have the past, you’re absolutely right. So so we’ve established the fact that each of us is a brand we’ve established the fact that each non-profit needs to shore brand has also established the fact by association that one should reflect on the other, but that’s not where. You stop, you have to write your profile, whether your personal profile, your company profiles a non-profit in a way that stimulates and gets people excited it’s not cut and paste her resume onto your personal profile page that’s death, because if you’re not getting business or you’re not getting calls for new opportunities, you have yourself to blame because you did what you should never do, and that’s, make yourself look dull and boring. Same for the non-profit if you’re not getting enquiries and you’re not getting donors or volunteers coming to your door to psych, i believe in your mission. You’re doing a great job. You’re not telling your story, so there are ways to optimize your company page for linked in search say it right use search engine optimization keywords that are relevant to what your mission does search engine optimization key words are the words that people think to say, oh, i wonder if there’s a non-profit out there that believes in whatever that is. The other thing that’s really, really amazing, which is badly undersold here, is that corporate people, people in corporate backgrounds who are either big donors or corporate sponsors and have a sway with the company that they work for can find your organization if your organization’s mission matches what the company wants to fund and corporate people use linked in all day long, they’re on linked in from the moment they turn on their email in the morning to the moment they turn it off in the evening when they leave. That true we know is true. We know, though this we know this we’ve seen this. I’ve heard this anecdotally from people who stopped using google to search out people who can provide services or product to them. They go toe linked in because it’s a much more effective search. Lincoln is business people to business people. The web is everything and anything, and you get a much better search on linked in if you’re looking for somebody who can service your company, so vice versa. If a corporate person is looking to find the right organization to sponsor or wants to buy a table at your gala, they’re gonna look for the right person to speak to through linked in, and that is huge. Also after perhaps you’ve approached them, maybe you’ve already found them. They’re then gonna look. Atyou unlinked them as the as how is this organization brand itself? And what are they asking me to be involved with as a sponsorship? Because everybody corporate understands branding, and so they have to believe in you, and you have to show them you also come to the table with the right brand and then finally there’s something a lincoln has that is available to every single non-profit in united states, and that is a free subscription to what head hunters use called talent solutions. But what non-profits khun uses called boardmember connect, and it allows you to do a highly effective search gives you access to a free subscription, which headhunters pay for aa lot of money every month. One non-profit one person in every non-profit excuse me can have access to the subscription for free for as long as you need it. And we have a gift we’ve talked about boardmember connect yes in the past. Yes, when you’ve been on oppcoll and all right, what? We have to leave that topic. But how did people find boardmember connect same way. Go to the search and search for yeah help center and search boardmember can do within lincoln and it’ll send me right and, like, and then there’s, lots of guidance, lots of videos. There are groups and lincoln. Just deal with boardmember. Connect their people in lincoln for good, who will help non-profits learn how to use boardmember connect constant webinars, seminars or contact may contact anybody else who really gets how to use lincoln. Okay, talking alternative radio, twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society politics, business it’s provocative talk for the realist and the skeptic who want to go what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com every tower is a great place to visit. Oppcoll. 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 we’re gonna go to tip number two, right? We’ll tip number two is for you. Be searchable on effective profile page. We’ve done that right, ok, fact, the profile page, but if your profile your profile page allows you to put your brand allows you to put your logo allows you to put a picture of what your organization is doing in action on the company profile page, it allows you to show all the services that you provide to your market or to your to the people that need your services, and then it allows you to go one more step deeper too fully explained that product of service on a separate page, and i have many non-profits would’ve added youtube’s. They’ve added audio, they would add whatever makes sense in a multimedia because people remember, as you and i know multimedia much better than when they just read it, right? This is huge and videos or very much i think clique candy people love to watch a two minute video salon. It’s two minutes. Yeah, well, you know what i’m talking about? Yeah, yeah, no, i’m not a charlotte know people love to click that that little triangle to play and you you’re saying you can bet that in your profile page unlinked? Yes, specific to the product that you’re trying to demonstrate you going multiple videos, i have meant i’m going to show unexamined love. Ah non-profit in connecticut’s and an extremely good job of this so well that lincoln is looking to them is one of the poster children of what makes sense what you should be doing right now. Okay, let’s, move teo knowing how to best post jobs and be searchable while we talked a little about being searchable but posting jobs. What what’s there going on post jobs in three different ways on lincoln, you can post jobs right on linked in, and you see that all day every day and that’s something that costs a bit of money and i’m getting e mails to that lincoln thinks i’m looking for a job and it’s based on a guess based on my profile and your marriage to once a week, i get an email that says these are jobs that you may be interested in when there’s a half a dozen or so right, and they’re hoping that i’m not learn a job. I’m never very gainfully employed working for myself, but so it i don’t want you to think i’m using this as a as a platform to get employment not true, mark, you’re not looking for employment, right? You’re happily employed, i’m very happy and self employed, but but for those who are are looking for jobs and candidates. How do you get into those emails that i’m getting? Well? You get those emails and he said you had a conversation with somebody the day before week before who is looking for a job then that pops in your mind? Oh, yeah. Mary’s looking for a job. That’s a cool job. Maybe mary wants that. But how does a non-profit get into those e mails that i’m getting? How did they get their host? May actually go on to lincoln. You post those those job postings, those job openings there’s. Another way to do that and it’s more effective. Probably because it’s specific to the organization. And that is on your company. Profile page. You have a tab called jobs and you can actually list all the jobs that are open in your organization. So it pripps supposes that your company profile page tells the story of what your mission, what your organization does well, and it does a good job of telling what you do well and when you post a job, the immediate purse place that a job seeker looks is on your company profile rage, and then they determine if they want to get involved, okay, with your organization and there’s a third way, which most non-profits don’t even know about and many for-profit sound even know about creative group just for your non-profit so these people who are invested in or believe in what your organization does on a regular basis invite them to join your group there’s a tab on every group called jobs so you can hit people in many different ways. They may not happen to stop at your company profile page and see your job tab. They may be in your group, and they may then see that you’ve posted to the group. Hey, i have a new job that’s open in my non-profit now there is an implication to creating a linked in group you have to keep it current, not necessarily posting every day. I’m not saying that, but you have. To keep your group current with content so that members are engaged through the group well, here’s, a radical thought on your personal profile page you have to keep your personal profile page current get very used to making an adding comments to your company personal profile page, you’ll get very eased me easier for you to make comments and updates to your company profile page someone in your organization or two or three people new organisation should be responsible for updating the company profile page on a regular basis, and the net will not be all the same voice in the same intonation in every posting, it will be varied and then if somebody’s on vacation, it doesn’t fall apart of somebody leaves it doesn’t fall apart, but the idea is lincoln is a participant sport in every single way. If you’re going to join linkedin and just watch it all go by here in the wrong place. So on your personal page on your company profile page and especially your group page that allows you three different places to keep your constituents that people who believe or watching what you’re doing right in touch with what you’re doing. As you do it on lee, you can post a lincoln and only post the way. And what you want to say that provides really very current up to date voice it’s, a micro website. And then the group is a method of engagement where other people can composed by group members composed. They can post it all along. By the way, i want people to know we have ah, sort of a bingo wheel in the background. You can spin a wheel at a neighbouring booth and win prizes that that was the cooking that you’re hurt. I thought that was you thinking now that that’s a that’s, a much more rudimentary process than then this very sophisticated spinning wheel that we have next to us. Okay, all over a good advice on dh and all goes back to being searchable. If candidates going to find the jobs that you have posted on your jobs tab, you’re organization needs to have been found by the candidates searching for jobs of that type that you have available exactly is that use their search terms. You have to use the right search terms. You have to know what the search terms. Our gift to play with them to see and you can actually go and do searches on your own to see how high up in the search results your organization or your name comes up. Yeah, depending on what you’re searching for. Okay, but flip it if you’re looking for a job and i know that’s a little off base here, but i just want to be sure that we’re talking it’s a two way street right here. If you are looking for a job you need toe have in your personal profile the right search terms so you can be found so non-profits that are searching for you can find you in a list of candidates, all right, and that’s really important and search is very, very powerful on lincoln, especially if they have linked in boardmember connect, then they non-profit has access to it tremendously detailed and very, very fine sifting of the data, and they will stay consent in males to candidates and say you may not be interested in this director development job that is open currently in my organization, but you may know somebody else, but here are the job requirements and here’s our company. Profile case, let us know and that’s a perfect lead into your next tip, which is searching for candidates the non-profit doing search four individuals that they might like to reach out to. How do we do that? Well, first of all, again, you have to have a great personal profile page you have to fill in every single aspect individual does individual that’s how you get found. Ok, but how does the organization use linked in to go out and find people lets you go to the advanced search or if you already have boardmember connect, you can use boardmember connect is a search it’s a little bit of a stretch it’s designed to find boardmember is but at the same time, you’re finding boardmember you might just find good job candidates. Is this is your this is your fourth tip. Now you’re you’re you’re you’re backpedaling on me. I’m not putting on the spot search for talented candidates, you number four go out there. Got something there? Yeah, okay, so what non-profit so do? Use advanced, advanced, so use boardmember connect member can hopefully you’re already yes engaged with boardmember cannot but if you’re not, you can use advanced search, an advanced search allows you a very good way of sifting through all two hundred twenty five million people down to a shortlist of i need a director of development who has at least fifteen years experience and has experience in fund-raising and has key words that are fund-raising and aids research and medical medical practice and things like that and lives within or works within ten miles of zip code one oo too, too. And you’re going to get a short list when you get the short list. It’s gonna be a longer list. You’re gonna get that long list. You can shorten that list by looking at their possible candidates, and lincoln sends you the results ordered by first level connections. Which of the people you actually know you might not have given thought about might be good candidates for that job. Second level connections are the people that you already are connected to, who actually know those people so you can work through and say, hey, tony, i see you’re connected to mary mary’s. Come up in my search. Is she possibly looking? What do you know about mary? Let me know if you think. That’s a good avenue for me to go down, actually, and then your third level connections are just people you’re not connected to, but it does give you the chain of the links that you can follow to get to know that third level person. And then finally, the last level that it shows you is the group’s. So if you’re involved in groups and non-profit in aids research or whatever your non-profits involved in, then you’re going to be able to look at their profiles through the group, then you take that list, and then you shorten it up, you shorted up to the best of the best candidate, and then you go and approach them if you have boardmember connect your poaching through annan, male and in male is a link to an email to somebody you do not know. Does that include others? That includes the third level? Yes, if you’re in boardmember connected to use the in male to contact people that you’re not currently connected to yes and that’s a very effective way, because otherwise you would just send either a blind email, which would go into email hill or you would have to pick up the phone call and it goes to the first hound dog on the phone it was going to filter through those those calls. So this a lot when you get on in male unlinked in somebody’s trying to get hold of you that this is important stuff because they don’t happen often in males are really effective if you are if you have linked in boardmember connect, you get a lot of in meals that you can use, you can send a lot of in males there’s, right approach because there’s a limit monthly limit there’s a monthly limit, but most people don’t even see why it’s very astonishing, but if you don’t have linked in boardmember labbate just misses me. It’s it’s not an issue. You just don’t ask me about that, okay? I’ve never heard a non-profit that said, we’ve maxed out our in males, ok? And can have fun. All right, if you’re not in boardmember connect, you really just get one or two in males a month, you know? You know, you’re not getting a lot so that’s not going to be a good place for you today. So it’s a no brainer to use boardmember connect and then you get a response and then what you want to do have to get a response to your e mails? You want to take that person out the coffee you want to take that personal lunch, you want to understand verbally beyond what they’re saying on linked in which may or may not make it all good and get to know you? Yeah, put it, you know, make it very ad hoc, and then you get to know whether that person is a good kid, a good candidate often peoples done non-profit folks a personal profiles don’t really tell what they’re experienced level has been they’ve again, they made it that resume, and so it doesn’t give you enough of the background, the deep background that you need to know to see if that’s a good job candidate for what you’re doing, but you’d probably take it to a phone call first, explore a little more, and then if there’s mutual interest bring it, as you said face-to-face for sure, and they bring him in for an interview, and then you’ve already read their profile. They probably read your profile and you’ve cut through that ice. And you have a much warmer, richer interview because you’ve gone through all the formalities of where did you go to school? What did you do here? Tell me about this. You can ask better questions. You khun get mohr examples of how would you handle a situation like that? I see you handled a really difficult situation. The maid off money disappeared. What did you do? Had it? What was your damage control issue there? And people give re alive examples. You get a much better sense for a candidate thinking on their feet, which we all have to do in all job that we do. But what is it that this person uniquely brings? You have a better interview, per with that person here you can stack rank you’re candidates. After the interviews were already talking about your fifth tip i want make sure people don’t think we’re giving short change to it, which is keeping them establishing the connection and keeping it warm and making even warmer. And you’ve done all this without having paid a recruiter. You done your own sophisticated screening through the search and and your own outreach, and you’ve grown your network, you’ve you have now in your stable of network connections, people you can rely upon, so maybe that person is not a good candidate for the job, but maybe you know somebody else who could really use that person, and you’re at coffee at the next day and the job comes up in somebody says, this is good. This is this person’s really good candidate for your for your open position or there’s a new open position down the road or that the worst you’ve made a new professional connection, as we’re all here for you just don’t know when you can draw upon somebody’s expertise in an area you don’t have that expertise. So you’ve done nothing wrong, and you’ve gained everything buy-in just saying, i’m sorry, this is not a great position for you. We tried, we both tried, but here we go. So you add connections too. You’re linked in profile people that you know and like in the two vetted, you just don’t add connections willy nilly because you’ve exchanged business cards. That’s not a connection, okay, i mean, i get a fair a number of invitations to connect now that’s personally and i maybe i don’t get them as diligently as i should. Well, there’s a few schools of thought here i’m rather a narrow point of view, but i don’t connect to anybody that i am my mind say, but i invite that person into my house for coffee. He was once i connect to pieces people on linked in, they now have access to all of my connections, so if i’m lax about inviting somebody into my connections and since you and i are connected on linked in, they can now see your entire personal profile because you and i have agreed to connect a linked in. So if i’ve got a guy is just not a good player, he now has access to you if he approaches, you and it’s not a professional way are approaching you, and you work back to chain and see that he’s connected to may i ruined the connection between you and may, so you’re going to you’re going to connect yourself from me when you get back to your office already did before us now, you know, i’m an open door and i’ll just i’ll take anybody, so i’ve exposed you to the to the mass is that you i would rather the shielded from be careful who you connect to. Tony. Okay, i’ll b more and i’ll be more. I’ll be more strip listening. So you you look at their linked in profile, but that doesn’t tell you whether they’re going to be. I don’t scrupulous person and going contact one of your connections, contacts i get give them an opportunity. I meet them at a lunch at a breakfast. I talked to them on the phone. I know you don’t see that with every person that i have done that with every person you haven’t connected to really twenty, one hundred connections. I have met, spoken and vetted every single one in-kind i don’t really did i get that courtesy? Maybe you’re already knew each other. We knew each other. I mean, i didn’t get taken out to lunch. We had lunch. If you want to get a lunch, try to connect with mark halpert on linked in and he’ll take you to lunch and he’ll get you in the worst cases. You get a free lunch right after this. I’ll get your credit card number. How’s that all right? Okay. No, i’m not being a scrupulous as your recommend don’t be promiscuous linker, right? Maybe i am a little for mr, right? All right, let’s, leave. We have about a minute. Let’s. Leave non-profits with one tip for there that they’re there. Now i’m going to assume that they’ve got their corporate page. Leave us with something that makes their corporate page really valuable. Look at your competing non-profits the ones you’re competing for the donor dollars, see how they’re showing themselves off on linkedin. See how they’re staff is showing themselves. Their board is sewing themselves and their company profile page looks on lincoln take style notes from other non-profits you know our leaders and i’m not going to name them there’s some really wonderful ones out there you do. You could do the research you khun take style points do graphics video make your linked in page company profile page. Jump off off the screen and say, contact us. We are a great organization. We love what we do. We have a passion for what we do. You need to join us. That’s, what you need to do personally unlinked in because you have to be the brand and a company profile. Page, you have to be that brand as well. Thank you very much. Mork alpert, trainer and evangelist for lincoln. Thank you very much. Always a pleasure. Thank you. I appreciate that. Twenty martignetti non-profit radio coverage of fund-raising day twenty thirteen marriott marquis, thanks very much for joining me. There was a lot of fun. We got live listener love costa mesa, california. Provo, utah, golden, colorado. Alright, west coast checking in atlanta. Rest in virginia and wind gap p a. I wonder if it’s near the delaware water gap, but welcome live listener love tto all those live listeners. Oh, and west babylon, new york sorry, west babylon so close. Shin jin, guangzhou, shanghai and beijing ni hao. We’ll have more live listener love shortly. Right now we go away for a couple seconds when we come back. Tony’s take two and then maria simple with linkedin page analytics. Hey, keep listening, e-giving tooting getting dink dink dink. You’re listening to the talking alternative network, waiting to get you thinking. Thank you. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Theo, hi. This is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Thank you very much. Claire meyerhoff. We’re expecting claire in the studio sometime today, just for a short time. But she’s it’s uncertain wind. So, you know, creative producer, these creative types, you can really count on them to be precise. But she says she’ll be here. She’s in traffic. It’s not her fault. She’s in traffic. Yeah. Tony’s take to my block this week is create the impossible i was. I read something on the npr site about triangles that are simple to draw but cannot exist in our physical world. Yet our minds easily visualize them, and we see them as something that can exist very simply and quoting the writer’s. Robert krulwich who’s, the science writer for npr. This is what he said. Our brains, it turns out, are not prisoners of the world we live in. We can fly free. We can at any time we, like, create the impossible end quote. And i love that we can create the impossible. You need not be constrained by our physical world to imagine things that you want to. So, you know, what have you got on your mind that other people have said is impossible or that you’ve felt is impossible cut through that because the first step to creating it is imagining it, dreaming it, visualizing it and you’re not constrained by what the rest of the world says is impossible. I find that very uplifting, very encouraging. I love it. I’ve got one of my own and it’s on my block at tony martignetti dot com and the name of that post is create the impossible that is tony’s take two for friday sixteenth of august thirty third show of the year maria semple hello, maria. Hello, tony, how are you? I’m terrific welcome. Thank you. Maria semple is the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now she’s our doi n of dirt, cheap and free and you can follow maria on twitter at maria simple, and this month we’re talking about linked in page analytics, leading from your friend and colleague mark halpert. Paige analytics on lincoln is very new, it is very new. It just launched like weeks. Yeah, yeah, i think it was officially july thirty first or august. First, that this all launch so i thought it be something timely that we could talk about and certainly plays off of your interview that you had with mark helper. What a coincidence. How do you know has imagine how these things line up, just just by coincidence? So give us an overview before we get into details overviewing of what paige analytics is all about. So mark was talking about the difference between a personal profile and accompany page. So paige analytics focusses entirely on your non-profit company page that you have set up that really outlines all of the products and services your mission almost too many web site, if you will, within the link in space. Ok, right, so we’re not talking about your personal page, understand on dh, what can we do with again? Just overviewing this point, what can we do with these analytics? Well, the interesting thing is that you can figure out where you’re driving the most engagement and seeing the types of posts that are really resonating with the people who are following you as a company on lincoln, and you get a list of followers, so, you know, people are accustomed. To going on facebook, for example, and liking a company or a brand on facebook, they can do the same thing, actually unlinked it. And i know lots of corporate executives, for example, who are happy to follow brands on lincoln, and they’re not on facebook at all. So if you’re on ly strategy for connecting with these people is on facebook, then you’re missing a potentially huge part of the audience. Okay, you could get detailed info on your followers and of course, and they are court followers now, because these are not connections, because, again, it’s, not your personal page. So these are followers. What else can you do with this? So you can, uh, once you have this company page set up, you can actually try and get more followers, right? So that you can engage with more people so you can create. They have right within length in you can find out how to create that ah, a button for your website, for example, so that people can follow you there. But once you’ve got a large following on dh, you decide to start making updates on your company page, just like you make you know. Occasional or maybe frequent updates to your personal profile page in that you know what you’re doing now, type of section um, you can see those targeted updates, you can find out how far they’re reaching, and also, if you want to target those updates to specific followers, um, say you’re a national nonprofit organization, and you want to be able to start targeting your updates to specific states or specific regions because the update perhaps, doesn’t pertain to the entire national scope. You can actually target those updates, even by geography. Okay, andi, you can see how far they reach as you’ve said, we’ll talk about the engagement percentage and things like that, and then you can also benchmark against other non-profits yeah, which is really kind of interesting. You can see how your own organization is kind of stacking up against other, so lincoln will give you a sampling of where use your posts and engagement levels are in comparison to other organizations that are similar to yours. How do we set up the analytics so that we start getting them actually it’s already built in there, so if you have a company page set up, you’ll see. That one of the tabs that you can actually click onto once the pages set up and you you make some post some updates, you’ll see an analytics button, and what happens there is it’ll list all of the updates that you’ve been making. So even though this just launched, for example, august first or july thirty first, you can see going back a specific date range, they actually let you go back. Tio let’s, see today yesterday looks like a far as the previous month they’re tracking, so you can, you know, follow about two months worth of engagement. And is this, uh, is this a tab? You said button, but i just want to be explicit. Is it a tab on your on the company profile page? Yes, it’s a separate i guess tab is what you would want to call it is a post if you’re if you’re on your if you are the page administrator to actually be able to make the updates on behalf of your company or non-profit in this case, you would be able to see that you’ll have access to a home page products, services, page insights and analytics. It’s, one of the other cabs available. Okay. Excellent. And only for the for the administrator. Well, that makes sense. Okay, right. So they have this thing called on engagement percent percentage. Where this is how you measure the reach of of different updates. You can see what topics do well, what’s this engagement percentage. Yeah. It’s kind of interesting. So what they do is they kind of have this little formula. So the way they define it is it’s it’s, the number of interactions, clicks and followers that air requires, right, divided by the number of impressions follow-up divided by the number of impressions. So, you know, you can really start figuring out what types of posts are getting that that commenting that sharing on dh then you can give your followers more of that type of content. I love it. Yes. So it’s a ratio of how engaging, how engaged people were with your content with respect to how many people saw it because over the denominator is the number of impressions. So you get and exactly so it’s very similar to ah, in that respect. Anyway, to facebook analytics, yes. So they are definitely starting to give you a lot. Of that back end because people are sitting back and sort of asking, well, you know, if if i set up this entire company, paige and i go about making these up stated posts and so forth what’s going to be my return on investment here that are, oh, i that you hear tossed shout all the time right on. So people want to know if we’re going to put any effort or focus into this, how are we going to benefit? And i think that that linked in has really done a tremendous value for both for-profit and the non-profit world in coming up with the scent of benchmark data that will be able to look at overtime. So the further back you can look, though, is the previous month that’s. So that’s what it appears like to me as i’m looking at my own company page, for example, i’m seeing i can, you know, update different ranges in terms of dates, i can look att today on lee and then going back as far as previous month is the last thing that you can select. I would think that that will be built out as time passes, surely. They have all the historical data. It’s probably just a question of making it accessible. Yeah, you’re going toe. I’m going to say that you’re company profile page is probably a model. So where would where? Where on lincoln would people find that? Just searched the prospect finder? Yeah, any company page actually, that you’re looking for you go into that search box at the top. Start typing in the name of the company and it’s very intuitive. So it’ll start giving you a list of companies that have the characters that you’re typing in. So, yeah, you could find mine under the prospect finder, and i’d love it if she was your followers came over and followed my company page on lincoln that’s. Great. Okay, don’t look for tony martignetti non-profit radio. While we have a group, we don’t have the great we don’t have a company page for the show, but we do have a group. Um okay, let’s. See, um so aside from this, all right. So that’s that’s assessing what the good what the content is that your followers are interested in? You can also get information on who those followers are. That’s. Right? So when you see the when you have your list of followers, when you have, when you’re on the company pages, the administrator, they will be ah, number it will tell you, you have x number of followers, so you can actually click on that and find out who all of those followers are. Yes, and, you know, contrary to what you would find on facebook, for example, if you went to look at all the people that liked your page, people have all different levels of security settings, right, and their facebook pages, whereas on linked in for the most part, you’re going to be able to see their entire profile. Yes, you’ll know who’s following you as a non profit organization and that’s that could be tremendously helpful and valuable, right there in and of itself, in terms of, you know, trying teo, you know, figure out, as i mean for me is the prospect researcher i’d be interested to know who are the people following us in the linked in space? Are these people that we should be considering, you know, putting into our research pool and looking at a little bit more in depth? Andi, you can really start being a little too segment what’s kind of interesting to is that you can get an idea on those follower demographics from the analytics page alone, so you can find out what level somebody is like senior entry level vp level. And then i believe you can even find out some of those metrics not only by seniority, but you could find out your your followers could be broken down by industry by company size, by function by employees so you can see how as a researcher, right, and as a development function, this would be very interesting for you to know about. I have one more that you can get aggregate data on that’s, a region region of the country or, well, which of the world. All right, we’re going to go away for a couple seconds and when we return, of course, maria simple, the prospect finder, will keep sharing wisdom on the new linking page analytics, and i’ve got a little more live listener love to. So hey, hang in there. 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. 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. Hey there, welcome back with more live listener love, new york, new york, newport, north carolina and north king’s down rhode island. Welcome live listener love to you, rhode island. I love block island. I’ve been there probably six or seven times in late august this year. We’re going somewhere else, but i’ve been to block island many times. Love it. So north kingstown, we haven’t had you before. Welcome. Oh, gotta go abroad. Soul and inchon, korea. Anya haserot loved the live listeners. Claire mara have just walked in studio, so we’ll get her settled. Of course, she buzzed when i asked her not to, but she buzzed on the commercial. So we were ways. No problem. Perfect. You are. I thought you were. You’re fooling me a week. Buy-in dafs maria semple, of course we’re still talking about linkedin page analytics so we know that we can get the engagement. We could find out. What’s what’s, popular weaken look, a detailed info on who our followers are and let’s talk now about benchmarking against other non-profits how does that work? So what they do is they’ll list your engagement levels for example, on dh then list for you. How you compare so your number of followers compared to other companies, so i’m just looking at my own analytics. It’s it’s kind of interesting. I have no idea why coca cola would be on the list of materials. You maybe they just pick one really big one know your company is bigger than you realize. Coca cola is your competitive with the coca cola. They’re talking, they talk about, they talk about the prospect finer dot com and coca cola board meetings all the time. Clearly. All right. I mean, islington says it it’s got to be true. But you know what i thought was kind of interesting to that they have is have you seen that? They also offers something now called sponsored updates? I have not seen that. So when you go to make an update to your page you will you they’ll ask you if you want to make a sponsored update. Now i know i am the brian of what? What do you call me towards? Trompeter duitz cubine free and free. Yes, well, this is actually sea bass, and i’ve not experimented with it myself. But it’s, you can do it like on a paper, quick advertising type of thing and these this’s away for lincoln to make money, obviously, but it’s getting your post now in front of targeted audience of people who are not currently your followers so, you know, you could be part of a new organizations budget if they wanted to try and get very specific updates, i could see it working for advocacy, you know, organizations, perhaps or if you’re trying to drive lots of people to a specific event, you might make a sponsored up identical. Now they’re getting in front of people identical to what i’m seeing in facebook. Yes, i’m seeing these ads appearing in my timeline. I know i’m not a fan of any of these, i think, and, you know, because in fact, i know i’m not because in the upper right there’s, always a like button, so i must not have liked it yet, and they’re annoying actually know the in the middle of all my friends posts there’s, this unwanted, sponsored add toe like a page on it’s, not even something that i’m interested in. I’m sure they have algorithms for figuring it out, but at least in my case, they haven’t. Perfected it, but but any case i don’t, even if they were interests, don’t really want to see them on the timeline. I don’t mind them on over on the right side of the page, but they have to be right among my my posts that i’m enjoying from clara miree dafs carle place high school reunion. No, they don’t belong there, right? They don’t belong, no that’s, right? They don’t belong in there about backstabbing and bitchiness. Oh, geez, i don’t want to hear about these reunions stories now, not on the air you’re ruining. No, no there’s, a whole story about carlos, really? Just imagine a high school reunion, and some people love the facebook page that claire created and other people a little more, a little more traditional, feared it. We’re off topic, so when it’s about social meat is interested, it is. It is a pretty riveting story, actually, okay. You were you’re talking about the sponsored posts, but the companies that are there, sorry, the non-profits that you’re going to see on your benchmark page. Are you saying you can’t select which which pages you’d liketo be compared to? Maria? I don’t think you can. I’m not saying that ability here, so they, you know, they come up with, you know, how you compare now? Maybe they’re going teo again, that’s something that they’re going to refine and perfect over time as this new analytics tool, you know, evolved. I certainly hope so, because i prefer to see me benchmarked about, you know, they have several other companies in there. But, you know, certainly i shouldn’t be benchmarked against coca cola. That’s unfair to coca cola. It’s unfair to them. Let me just ask, are the other the other choices that they have? Are they my voices crack like a thirteen year old? Are the other choices reasonable? Are they are they in your ballpark? Yeah, some of them are mean. Yeah. Okay. Clarity. Maria, i have a question for you, and i’m just wondering if in your travels and all your expertise, do you see anyone an organization? That is using linked in in any way effectively to market bequests to organization, putting the organizations in their will, that type of thing planned giving, um, plan e-giving specifically know, because i’d have to look through a lot of different posts that organizations have, uh, put out there is there updates, but i did kind of put on tony’s facebook page that the environmental defense fund, i think, was doing a pretty good job actually helping can post came out with a sort of a top ten list, i think it was near the end of the year or something. Um, and i was looking through some of those, and i thought that the environmental defense fund was doing a good job in terms of their updates and so forth. Now what happens is, you know, this is sort of the, like you hear about anything else at eighty twenty rule, you want to make sure that you’re not doing always just promotional stuff, that you’re giving people really great content eighty percent of the time, and then they’ll tolerate about twenty percent of promotion, so it could be that those those types of postings are interested first, i just didn’t look back, say even on their page history to see what you know what else they’re posting about. Okay, we have to pretty much stopped there. Maria, thank you very much for sharing very timely information about the new linkedin page analytics. Maria semple, the prospect. Find her. You’ll find her at the prospect finder dot com and on twitter she is at maria simple bye, maria. Thank you. Thank you. Okay, we have just like thirty seconds or so. I hate teasing people. We talked about the car place high school reunion if they want to go to the facebook page and see some of this drama played out a little bit where they should send me a friend request, send claire meyerhoff a friend request on dh, then become my friend and then i’ll let you into our our fabulous reunion page, which is great because now it’s chuck full of photos. It’s really the only place you can see any of the photographs so the people that weren’t on facebook i don’t know how they’re going to see any photographs they need to get on facing program. I’m glad you were able to come. Thanks. Thanks so much for having no it’s always a pleasure couldn’t i got last minute live listener love osaka and met taka japan, of course. Konnichi wa and cambodia. I can’t see your city sorry, but welcome live listener love japan and cambodia next week. Fantastic. Thank you. Um next week we have cool crowdfunding. Dana ostomel, founder and ceo of deposit a gift shares our wisdom on how to create a successful crowdsourced campaign and grow your in-kind e-giving anita fi willis, vice president of strategic partnerships at new york, needs you. And why n y very clever at fund-raising day in june, we talked about how to create or grow your in-kind giving program. Have you looked at our youtube channel there’s over ninety interviews, including nine new ones from fund-raising day in june and there’s a couple of cups of my stand up comedy the channel is riel aria l tony martignetti our creative producer is sitting right here with me. Claire, my say that you say your name clear meyerhoff on the creative producer of the tony martignetti non-profit radio show sam liebowitz is our line producer shows social media is by deborah askanase of community organizer. Two point oh, go geever and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Yes, i love him, gadget boy, love john. I hope you’ll be with us next week. One to two eastern talking alternative broadcasting at talking alternative dot com live listener love. We love you, love you, let me show you. E-giving attempting to bring good ending. You’re listening to the talking alternative network, get anything. Take it, cubine, are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday said. Known eastern time to learn timpson. 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. Sold every thursday ad. Men in new york times on talking alternative that calms. 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, one, eight, three that’s to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking.

121: Get Engaged III & Dutiful Documentation – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Amy Sample Ward, membership director for NTEN and blogger at Stanford Social Innovation Review

Gene Takagi & Emily Chan 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 on december fourteenth, twenty twelve our november nine thousand you’re still with us, i’m tracking glad you’re still here, and i hope that everyone was with me last week. Yes, i just i just hope you were with me last week because if you weren’t, you would have missed show number one hundred and twenty one, twenty was last week. You can now spend five straight days listening to tony martignetti non-profit radio. I suggest you start on a weekend this way you have a little extra time for bathroom and food breaks. I would start maybe on a thursday and include the weekend i would include a weekend in your five straight days of listening to non-profit radio last week, which is the one you would finish with because that will be shown number one hundred twenty would wrap you up for five days was your database policy manual? Karen heart, philanthropic services specialist for the main community foundation, and nicole san miguel, database administrator for the naacp rat free library of baltimore city, walked you through data entry standards, indexing and search ability, naming conventions and other topics that belong in your database, policy and procedure manual. And it was also maria’s top ten maria semple, the prospect finder and our prospect research contributor, revealed the top ten sites that she uses in her work true to form for our doi and of dirt cheap. Most of the sites are free, and her list is now posted on the linked in group and the show’s facebook page this week get engaged three tray amy sample ward is our social media scientist. She continues her siri’s on online engagement with gold setting. How do you know if your engagement strategies they’re successful? We’ll talk about identifying goal areas, assigning metrics and measuring your success. Amy is membership director for the non-profit technology network and ten and contributes to the sand, stanford social innovation review and dutiful documentation. Jean takagi and emily chan are legal contributors from the non-profit and exempt organizations law group explain the irs rules on what should be in all those acknowledgements that you send for two thousand twelve and had a value some of those gif ts between the guests on tony’s take to my block this week. Is cause marketing guidance from the new york attorney general? The new york a g wants to help you, and i distill their advice for your cause marketing campaigns. If you’re on twitter, you can follow the hashtag non-profit radio. My pleasure now to bring on amy sample ward she’s, a membership director attend ten, contributed to stanford social innovation review, co author of social by social, a handbook on using social technologies for social impact her blogger is amy sample, ward dot or ge and she’s at amy rs ward on twitter and unfortunately, she’s not in the studio today. Amy, how are you doing? I’m doing well, how are you? I’m very well you’re in portland, oregon, right eye and in portland this is where contends that main office is so i’m out here getting to me with staff in person for a little change of scenery and was actually onboarding a new staff person this week, which is always really fun. Okay, excellent. Our thoughts are with you in portland. A lot of talk about the shooting at the mall this week. Earlier this week. Yeah. Out at the crack of this small and now this morning. The shooting in connecticut, the elementary school so it’s, kind of, you know, end end times holiday season so far, very difficult, let’s talk about first an infographic that that i was sent i was offered people send me things too talk about on the show, and this one is interesting to me, and i thought you and i could talk about it. This is an infographic called very objectively titled how social media is destroying productivity. Andi, i sent it to you, of course, and you’ve had some time look at it, i will post a link to it on the facebook page on the linked in group. In the meantime, people confined this at learn stuff dot com um, you are ever learn stuff dot com all right? Well, so they’re clearly, you know, they’re concerned about productivity. Facebook has close to a billion users forty five. Forty five million short of a billion, but let’s call it a billion. People spend two times more time on facebook than they do exercising, you know, be a little provocative about i mean, they spend more time doing facebook than other things also, but they chose exercising wolber collectively each day in the u s people spend twelve billion hours on social networks. That’s interesting. A somebody who thinks about social networking a lot. Amy what? What do your do your thoughts about what you do? You have concerns about productivity? Well, i mean, for me, i think it’s i haven’t had a chance. Tio go look into their sources of where they got the data and what the data really means. You know, things like infographics are often so interesting to people and share a ble because they they could be interpreted in many different ways for me, i think it’s less, um, less a sign of of you now everyone and their mom wastes their time all day long and, you know, we’re we’re not doing any of our work, but more a sign of a distributed organization, a new era of the way people work. You know, people can quote unquote beyond the clock from anywhere so long as they have an internet connection and, you know, a lot the times and and looking at some of the staff in there, you know, that worker is interrupted every ten minutes by things like instant messages, right? Well i know that i’m quote unquote interrupted, you know, all the time, all day long, buy-in sametz itches, but that’s because i managed staff in other cities and instant messages, how we’re just saying, hey, i just tackled that one project or, hey, i saw that e mail come into both of us and i’ll take it or, you know, just kind of the way that you would work in person by just giving each other updates out loud. It’s now moving over two dozen messages, so it’s not necessarily cat videos, you know, and elearning youtube all day long, but it’s it’s, you know, it is technically an instant message, and and it is technically an interruption, but it gets the way you work now versus aah, total distraction and you know something? What i thought was interesting is that it’s list it was instead of being specific social websites to social networking, it categorizes things as time wasting websites and the number third number three, cnn dot com es o that right number twenty nine percent think i’m going to go to cnn because i want to just, like, chat with my friends, you know, like the way they kind of think about facebook being used that way, but for so many organizations, regardless of what your industry is staying on top of websites like cnn or other breaking news sources means your organization commend the the one that has the very first public statement about it. That student in connecticut this morning, as another elementary school, to be able to respond right away or, you know, whatever the kind of crisis our emergency communications may be, staying on top of, really, what we have as a objective world now, riel time, news and information means that organizations can get ahead of their competitors sabat and speak and be the one with the first announcement or be the ones that have the resources that the other news stations there now looking for etcetera, you know, again, it’s just a different way of working and not necessarily time wasting, you know, okay, andi also for our listeners, they’re they’re spending more time in the social networks because, well, i’d like to think in part because you and i talk about that, and we encourage people to use twitter and lengthen and facebook to the extent that it’s appropriate for them and, you know, all the things that we’ve talked about, everybody wasn’t everybody shouldn’t be jumping in, you know, you and i have been through that, and we’ll continue to teo explain it. No, yeah, i mean, i know organization, nonprofit organizations where a team, you know, a subset of the staff actually used private, you know, totally private facebook groups as the place where they are kind of doing teamviewer based product project management, you know, being able to say what’s going on every day and reporting to each other, etcetera, because it’s a tool that all of the people on that team are familiar with, they know how to use it, they like that email notifications in the back and forth. So instead of adopting a whole different project management tool that would be outside of any other tool there there regularly using, just use the facebook group and again, so that means they have facebook open all day, but they’re not necessarily just again, you know, posting cat videos to their friends facebook pages there, they’re using it for real time team communication. Okay, we’re gonna leave that there wanted to get your opinion on it. One thing i’ll close with is that the average college student spends three hours a day checking social sites, but what they don’t compare that is, too, the average number of hours a day that the the college students spend having sex buy-in i object that they left that out? I mean, i was a monk in college, but but there are lots of people spending a lot more than three hours a day at least having sex either with somebody or or alone, which for some people that’s a favorite weii just have a minute before a break. Amy sample ward, let’s see, we want to talk about our our engagement strategy, but really just have a minute or so we’re talking about goals. Do you have some congee? Just tease a little bit? How do you how do you start to set goals? And then you and i have a lot more time after the break. Sure, i mean first, if we’re going to a break, then i encourage everybody to go look upon their organization’s website and see what your mission statement and you actually have a theory of change, or if you don’t know what, that is just used the commercial break the good little theory of change opportunity, or pull up your organization’s active strategic plan, because that is really where you start when you’re going to create gold that apply to your social media, even though people would think they’re not, you know that high up and organizations chart of some sort. But really, you do start all the way your mission, or your strategic plan, or your theory of change. Okay, theory of change, or your strategic plan or your mission. You have homework for the break, and when we return, amy and i will keep talking about getting engaged online. Talking alternative radio twenty four hours a day. 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And curry, korea all live listener love going out tio are asian and mexican listeners, and we’ll get to the u s shortly. All right, amy, why is the right place to start with your strategic plan or your mission, or your your change theory? Well, in theory, not nothing that you are doing in your organization regardless of what department you’re in or what your job title is, nothing should should be extraneous from meeting your mission. The whole purpose of all of your staff, the reason that you have different departments, all of it should be to the end of meeting your mission, and when we that social media up as something that’s outside of that normal plan, then we’ve already set it up for first of all, other staff cannot really support it or, you know, to not have leadership for the board buy-in and that work because they don’t see it directly connected to the mission because it isn’t. But secondly, it also means that whoever it is that taft with that work isn’t able to set goals in the same kind of way, they don’t even see their own, you know, purpose for work as contributing to the organization in the same way. So not only do other people not buy-in and support it, but then the person that’s doing it themselves doesn’t see how they fit so outside of even what you do with the work, just setting up the contacts for that person and why they’re doing their job. You know, you either have an opportunity there for success or failure before you even start engaging. So so starting with your mission statement, you know, from there, you just work backwards look for the aspects of your mission that are focus on action and interaction, and then look for the parts that are social, the things that your community is able to contribute, too, and not just the aspects of your mission that, you know, require your staff policy maker or something. So so look for the opportunity where the community can be in and then require interaction, and then that’s where you actually set the gold specific to your social media or your community department now way learned a couple of weeks ago when you were on the last time that you have a real affinity for alligators. Actually, you’re a little scared of algiers, so we’re going to use save the alligators as our example eyes are hypothetical charity, okay, terrific, because because i know that’s something that you could buy into easily, of course, and also want listeners to know that this siri’s on getting engaged began october fifth if you want to catch the first part of it, and the second part was november sixteenth. So if we have our charities, objective is to save the alligators may be in the florida everglades, so not not worldwide, but just in florida in the everglades. There’s there’s terrific opportunity for outsiders to contribute to that in terms of awareness, maybe political advocacy, things like that, right? Okay, on dh and an organization, you know, or this organization that you and i have now founded called save the alligators provoc we probably have some sort of strategic plan or or we’re going to the whether we call it that or not, or something like a theory of change, which is more broad and says, this is how we see our mission coming, coming to fruition that says, you know, we see a few different ways that we’re going to save the alligators first is in the policy that support seven, and this is the kind of policy we’re going to work for it and the next is, you know, and this is where we’re going to create educational programs, so the public is no latto you’re scared of alligators or something, you know, so far down the line like that, you were goingto bucket out how we’re going to do this work, and from there we could say, oh, great, so there’s there’s a policy component of our of our mission? Well, in order for anyone to support a policy, they need to know about it. So a portion of the person’s job, the energy in our social media, they’re going to have a whole bucket, a goal of oppcoll and metrics and and work that’s focused on letting people know what that public policy proposal is understanding what it means getting. Involved probably recruited in their stories to help, you know the organizations public policy statement today if you can have community members saying, yes, we love our alligators, and this is, you know, how we’ve seen are so on the area destroyed and now hurting the alligators, i realized that all of this example shows how little i really know about alligators. Well, then, that’s a part of this person’s job and it’s no longer just yet tweet all the time about how we have a policy recommendation, but it’s so much more tangible because it helped change people’s minds about the policy recruit stories about this policy, etcetera, you know? So so you can translate directly from that mission all the way down to the buckets of actual content you’re posting every week. Okay? And how about some of the some of the advocacy, too? We want maybe people to write letters to editors and to bloggers we want to have people call or otherwise contact their state representatives things and so there’s a way we have our calls to action like we talked about last week, last month, exactly like last way said, you can’t just create a twitter account and start asking everybody to retweet you and take all of your calls action. But once you build up that community and you started building trust and engaging with people, then you can use the social tools to identify who those bloggers are that everybody listens to and reach out to them and say, great will you write the first the letter again showing that that you recognize them at the champion and influence there in the community? Will you write the first a letter and then other people will want to follow and participate, etcetera? Okay, okay, this is a good cause. And i appreciate that you want to be the co founder it’s a big step for you. That’s. A big step for you. All right. S o we’re so we clearly need to be, as you said, mission focused. Otherwise, there’s not going to be the support and the understanding of why were even engaged online. Why we even doing anything online before we moved to metrics? Anything more that you want to say about about creating the goals? No. I mean, i think, you know, a lot of people feel like well, you know we don’t have ah brand new strategic plan or we don’t have things laid out like this, but i really just i mean, we just showed with this very sophisticated organization that tony and i have just created called save the alligators, it really is that easy to move from a really high level, lofty mission statement, tangible work in in social engagements. So regardless of what your mission statement is or how it’s set up now, i really encourage all organizations to start from that place and don’t feel like, well, you are the organization that can you really can. And i just like that. If there’s ever than a challenge to why do we devote resource is it could be just a two person or three person shot, but why are we spending time on twitter and facebook? Because it’s a direct thes three threes direct correlations to our mission here, we’re trying to get join with advocacy. We’re trying to get awareness we’re trying to get public policy change, and this is how our social social engagement strategy supports each of those elements of our mission, right? Exactly, which is so much more empowering to that that person, but also to the whole organization, they can now translate for themselves how the person working in public policy can work with the person that’s doing the online engagement, and they could work together and not just, you know, separately in their own jobs, they could see how both of them need each other internally as well. Okay, let’s, move, teo metrics way want to start to measure these things? That’s that’s a substantial criticism of social networking that it’s not measurable. How do we know whether we’re succeeding, which we’ll get to, but but that’s what? You want to dispel all that? Right? Because it is measurable. Exactly. I mean, when you you know, a lot of organizations it’s really easy to track certain numbers because the different platform’s show them to you very prominently you goto a facebook page and now the really prominent number of how many people have liked that page well for you, almost every organization i’ve ever met that number isn’t the crucial number that you care about on your facebook page because if you have a thousand people that have become a fan of your page but none of them ever comment. Or share or even read what you post there, it might as well be xero people that like your page because no one would know. So making sure that that you go beyond just those really easy numbers toe look at, like, how many people are following you on twitter or whatever? And again, go back to those schools if we’re talking about state of the alligators, and we know that advocacy is a really important part and people actually taking that action way contract that let’s say, we want to see how many people yet wrote the letter, but how many people shared the letter of someone else, you know, way down that prominent blogger and asked them to write up a love letter to the very first letter, how many people commented on the letter that they wrote, so it doesn’t even have to be your facebook page, but but how many people are engaging with the advocacy appeals, whether you posted them or they’re the appeal you know, in your network, and that goes to all kinds of things, so not just you know how many people are liking or commenting on that letter, but how many? People have retweeted it how many people signed up on your website to stay in the loop on what’s going on on that advocacy appeal? So making sure that even though we’re thinking about this social engagement work as social media, quote unquote ah lot of these metrics don’t stay in that silo of facebook. If you’re doing a really great job on facebook, engaging people around an appeal, you also want to be just a the same time tracking how many people clicked to your website and signed up for the email to stay in the loop or how many people come from facebook to your website. And how long did they stay on the website? You know, looking at that that full circle from your your quote unquote home base, your website or your campaign page to social media and then teo material like emails or videos where it would be something there just consuming and back again. So how is that whole, you know, three part triangle connected and staying engaged throughout? Okay, how do we know what Numbers 22 start with if it’s a number of people who go overto comment on the on the letter. That was written over on the bloggers site let that was posted. How do we know what kinds of numbers to begin with? I mean, some some of the most basic that that all organizations can at least start tracking now to see if they know where they want to go next. What they’re tracking is so be tools specific as necessary. So was twitter, for example, you don’t just want to say how many people retweeted us this week. You want to say how many people retweeted our post that had a lincoln? Um, and how many p people retreated our posts that didn’t have a link, because as you you know, set yourself up to separate that content, you’re better able tto learn from the data, if you see after three weeks of tracking that you have fifty retweets every you know for posts that don’t have a link and you have to re tweets for your post that have a link. Well, that’s your community saying please stop posting links to your website. We just want to talk teo on twitter of or the invert you see, everyone wants to be sharing those links to your policy. Documents, but no one is retweeting you when you’re just sharing information, we’ll make sure that your frequently not always but frequently posting with the link so separate out the data as best you can, so that when you’re tracking it, you’re able tto learn from it and take action on it. And so that was a twitter example, but facebook another place where you can easily separate things out. Is it something that you posted because it had a photo or a video? Or was it something that was just a language or even just taxed? And how? How does your community respond to those things? So look at how many people viewed at term people commented how people shared it on dh then we can talk about more of the measuring and processes in a minute, but basically the best thing you could do is just to start tracking don’t say, well, we don’t have certain things in place yet or we haven’t finished creating this really great profile photos were not really using that page yet. You doesn’t matter just start tracking now because you’re not going to be able to make those informed decisions about what. To try next, or what kind of content to start creating until you’ve at least started tracking some things so you could say, gosh, no one interacts with our videos on facebook, let’s not invest in creating another video right now today, let’s try something else instead of feeling like you have to get all of that set up ahead of time. I mean, i just wanna let you know we’ll talk about measuring success next time we’ll have, we’ll have well haven’t get engaged part for because the metrics this metric section is really important. What about the the metrics that facebook gives you, like free, post like reach on a number of people who viewed and we have just like a minute and a half or so left are those are those of value? Yes, they really can be as far as measuring kinds of your post against each other so that you can say, you know, gosh, this one reached a whole lot more people than the one we posted yesterday. But there are so many variables to that built into facebook’s system, but also into you know, what day of the week was it and what? Time of the day wasn’t and did a lot of people like it right away, and so that then translated it, showing up in all of those people new season, then all of their friends interacting with it, you know? So there are so many variables in there that it’s hard to look at, it is just a static number, you know, a magical silver bullet of a data point, but it is helpful when you do sit down tto look between posts and say, gosh, what made this one reach so many more people? Well, then you can you don’t just say, well, i guess this post is a lot better, but it gives you the opportunity to say, this is the one that reached the most what was going on here that was different. Was it in a different time of day? What is it at, you know, a different day of the week, etcetera, okay? And you and use that information. But, you know, different organizations really focus in on different metrics, so some organizations rely on the talking about facebook metric and not because it’s better or worse than anything else, but they just picked it. And said, we’re just going to stick with it so that we’re sticking with one metric for now, others, they’re looking at reach, another aspect that impacts all of that facebook data. Is it you didn’t invest any money in promoting your post, we have to leave it there. We’re going to continue this subject next time amy is on show way will have her back. I wasn’t sure, but since she’s talking she’s talking about no, of course, we’ll have get engaged part for in january in january, amy alligator, that’s, right, save the alligators, you confined amy at her blawg, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward. Ah, that’s it at me, rs word. Amy, i hope you have productive meetings in portland. Thank you so much, all right, thank you. I hope you’ll be back in the studio in january. I certainly, well, excellent. Right now we’ll take a break, and when we come back, it’s, tony’s, take two, and then gene takagi and emily chan are legal contributors on dutiful documentation. Stay with me. They didn’t think that shooting getting, thinking, you’re listening to the talking, alternate network, get anything. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at two one two seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. Duitz lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Durney welcome back live listener love here in the u s lawyer, california port, ellen, new york, new york, new york, liquid new jersey and new bern, north carolina there’s more those air are so far live listener love to those listening here in the united states. My block this week is cause marketing guidance from the new york attorney general cause marketing is when you team up with a company so that you raise money and they either sell stuff or they enhance their reputation or their image because they’re affiliated with your charity on dh there’s a lot of blurriness around this because a lot of people don’t really know how much money actually goes to the charity or how it’s determined how much is going to go. So the new york attorney general had some guidance five recommendations nufer i’ll just mention two of them here explain exactly what’s being donated. A lot of times you’ll see advertisements will say net proceeds to the charity we’ll net net of what? How do they define proceeds? Also after the campaign? Tell us all how much was raised. People want to know what the impact was, did they? Did they? Make a difference for you. So those are two of the five recommendations from the new york attorney general there’s more on my blogged at tony martignetti dot com the post is called cause marketing guidance from the new york attorney general, and i’m still asking for your help so many listeners. I’d be grateful if you’d rate and review the show in itunes rating is one to five stars you started our page on itunes, which you’ll find at non-profit radio dot net, or you could just search and then click view in itunes and itunes will open up and you’ll see a place for ratings and reviews. So it’s just a couple of clicks, i’d be grateful if you’d rate the show and write a short review and you do that night tunes and i’m very grateful for that. Thank you. And that is tony’s. Take two for friday, december fourteenth, the fifty first show of the year. Joining me now from san francisco. Jean takagi he’s, the principal of neo the non-profit and exempt organizations law group and he had it’s the popular non-profit law blogged dot com on twitter he is at gi tak g ta. K and also emily chan, who is an attorney at neo-sage principal contributor to the non-profit law block she’s the american bar association’s twenty twelve outstanding young non-profit lawyer, which is now coming to an end. I don’t know what she’s going to do in twenty thirteen shut the rest on morals from from the previous year, but so far that today that title’s title remains and you can follow emily on twitter at emily chan, jean and emily welcome hi, tony. Happy holidays. Hello. Thank you, emily. What you gonna do in twenty thirteen? You know, i’m not think reminding thinking about that. I’ll have to say she was last. Year’s american bar association. Outstanding. Young non-profit lawyer it’s it’s. Not the same laurel resting it’s. No. Good. We’re here to talk about documentation. How to get the right documentation and acknowledgements to your donors. But first, how to know what date the gift should be dated. Your your acknowledgement certainly has to have the date of gift gene let’s. Start with you. If if if a gift is a sent by mail us mail. What? What date do we does? The charity use for the date of gift? Well, the charity is probably going to use the postmark days, but the actual date that the don’t i get to take the deduction is the day that the donor dropped that envelope with a check in the mail box. So if it gets postmark the next day or january first, which is the next day, if they do dropped it off in december, thirty person gets post by january second. Donors have to form the charity that dropped it off. Oh, my gosh. Okay, gene, can you speak a little louder? Great. Uh, gene, can you speak a little louder for us? Yeah, absolutely. Tony so great question donors goingto take the deduction on the date. They drop it in the mailbox. But make sure that the charity knows that otherwise the charity’s gonna use the postmark date on the envelope on those could be different. That’s true. It’s. Okay, all right. And this becomes important as we’re talking about december thirty first versus january first or second when the when the gift is actually well, wouldn’t be open to probably january first. But it’s actually received and opened in the office january second or third. This becomes important. For those who wait till the last minute. Jean what about if it’s not received us mail, but it’s received by fedex because the person waited till the last minute or some other overnight service. Another great quest? Tony, don’t send last minute charitable donations through fedex if you’re trying to get a deduction in two thousand twelve because then that the charitable contribution will be deemed given when the fedex arrived and was received by the charity’s avectra steve january second that’s going to count of the two thousand thirteen death. Better to drop it in the mail that i sent it fedex on december thirty. Okay, excellent, excellent advice. And, of course, if gift his hand delivered, if somebody comes to your office, then that would be the day they handed over to you that’s. Right. Ok. Credit card donation. Same way is the day that that credit card is process. So the day that you give it, uh, okay. Well, wait now. Credit card processing, the date you you do the form online might not be the date that it actually gets to the gets to the charity and process. So how does that work? Well, it will be the day that it’s processed by the credit card companies. So it will usually be instantaneous. Okay. And would you use the date on your statement then? As the as the right date of gift watch? The donor’s probably gonna deduct it on the date that they made that charge. So yes, if they’ve got a receipt for it on december thirty first. That’s, the date you it might be different from the bank statement dated the bank takes a delay in processing. Take your receipt if you make that charitable contribution. Okay. You mean the credit card credit card receipt? Yeah. Okay. Okay. Emily let’s. Turn to you. Now, we now we’ve figured out how to know what date to put for the for the gift date. Let’s. Start with gifts of of cash. How do we appropriately acknowledge those for our donors? So, you and tony, tony, you and jane have already talked about some of the ways that you do. This is the donor. For example, looking at your bank records were having some kind of receipt that maybe automatically prints out. But when we start looking at gifts over two hundred fifty dollars, it’s important that the substantiation you have is something that actually comes from the organization. Um, and this is an irs rules, so again, default attacks mary-jo have a receipt for everything that you’re going to deduct, but when you’re looking at something over two hundred and fifty dollars, you need to make sure that the organization gives you some kind of written substantiation if you plan to take that deduction. And the funny part of this rule is that generally speaking, the organization isn’t required. Give that to you so again, as the donor is good to be informed of what you need and same thing with an organization and know what the donor needs, that you have good donorsearch right on dso our listeners are mostly the charities, so so over two hundred fifty dollars, they’re required to send an acknowledgement. No, they’re not required to something unknown judgment, but the donor is required to have one so it’s good donorsearch to put something in place for the organisation, that you’re able to issue out those in a timely manner and also with the most efficiency from the organization’s perspective, and the substantiation should say, you know what? You would expect, like, the amount of the contribution, but as well as whether that dahna received anything in return for the contribution. And if they did, how much they received a return. Okay, and we’ll get to that shortly. But also the date of the gift, right? You have to tell them, is not sufficient to just date your letter, but you have to give the date of the gift correct and it’s important to give that substantiation in what they consider a contemporaneous manner, which means before the end of the year of when the donor would make that deduction basically. Okay. Okay. Before so it before the end of twenty. Thirteen. You mean when they would claim the deduction? Is that what you mean? Right? Right. Okay. But of course, you want to do it before then, because there probably going to be filing their taxes by april fifteenth or october at the latest. Okay. All right. So now i wanna make sure i didn’t confuse listener. So two hundred fifty dollars, what’s the what’s, the what’s. The rule around two hundred fifty dollars, for two hundred fifty dollars, or more. The donor’s required to have a written substantiation from the organization the caveat here that was generally speaking, an organization isn’t required to issue one on we’ll get you an exception like he said in the seconds, but this is really important for organizations. No, not just look at what they’re required to do, but what would be a best practice to do, and it is the best practice as far as your donor issue, those, uh, received for them so that what your donor isn’t going to come back and say, hey, i tried to take the deduction that you never gave me this acknowledgement, and now i’m upset will never don’t you again, right? And of course, the really best wayto be thankful for gift and to express that is tio acknowledge every gift, even if it’s only five dollars? Yes, we would say so, but i don’t know that especially have it’s the hyre amount it’s even more important, we would say, because of this extra requirement from the irs. Okay, let’s, go teo publicly traded stock, and we’re not going toe listeners. We’re not going to talk about, um, privately held stock in privately held companies because it becomes very difficult of value. And things like that. But emily for a publicly traded stock first let’s define that. What do we mean by publicly traded? So this would begin stock that’s being treated openly on the market right now. So you would be able to look at the stock market and figure out how much it’s trading for at any given day or time. All right. And how do we acknowledge that kind of a gift? So this would be assuming that the organization is going teo, liquidate this right away, meaning that they’re also going to sell it. You’re going to treat it just like another contribution again? That could be tax deductible. So the organization is going to want to know again. Asshole of the donor. How much? That doctor’s words on the day that it’s given to the date of the gift. And basically the way that you do that. If you look at what it’s being chased out the high in the low and you take the average okay, excellent. Some people there’s some confusion. Sometimes people think it’s the value that the stock closed at on the day of the transfer. But that’s not right, it’s that average that you just explained if i can jump in it’s important to realize, though, that that’s going to be the donor’s responsibility to figure out what the deduction amount is. And the charity is giving those numbers just a matter of convenience for the donor and the donor’s tax advisor. So should there be some little caveat in your letter that says we’re not providing tax advice in giving you the value or what? What? We estimate the value of your deduction to be, i think that’s great advice, tony, to just say that caesar for internal gift recognition purposes, and to please seek guidance from your tax or financial advisor regarding the deductibility of your gift. Okay, gene let’s, stay with you. We have just a minute before a break so let’s, you know what? Let’s, just take our break and we’ll make a clean cut and, well, gene and emily and i will continue talking about documentation for quid pro quo gifts. What happens when you get a little thing back or something big back? And how do you value those things? Stay 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. Oppcoll 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 tony martignetti non-profit radio. Okay, let’s, gene let’s, talk a little about when someone gets something in exchange and let’s start small. Suppose you make a gift and you get back a mug or a pen or a t shirt. Kind of what generally, the rule is if the gift for the contribution or payment that is being made by the donor is more than seventy five dollars, and you’re getting something back in return of value, then the charity has got to give you some sort of written disclosure that indicates the value of the item is given in return. But if it’s a token, ida, um, then there may be no need to do that, so token item might be okay. And what is a token is actually kind of defined, um, by the amount it is, it could be a low cost item. Or it could be an item that has the organisation’s name on it on. And if it’s a low enough value than that that’s going to be okay. And so the dollar figures i’m goingto let emily provided it doesn’t come off the top of my head. But it’s the low. Cost article, i think, is nine seventy with the organisation’s name or logo and if it’s not with the organisation’s name or logo, if the mug is less than two percent the lesser of two percent of the donation or ninety seven dollars, then you don’t have to give that written disclosures statement that says the amount of the value of the item given back to the donor return. Okay, that’s, a that’s? A lot to unpack, but listeners could go back and play that play that part back-up emily does does jean have? The number is correct. Okay, okay, now, gene, that was if the if the donation is more than seventy five dollars, if the donation is less than seventy five dollars, then you don’t have the charity need not disclose what was given in return. Is that is that right? Yet although it’s going to be a good idea for the charity to do so anyway, because the donor can only deduct the amount of the payments that is actually a charitable contributions so other than for those token token items, then something for the charity to indicate. So even if he gave a fifty dollars, gift to charity. And you got twenty five dollars, back. That charity should indicate what that amount given back. Okay, so, so sort of similar to what we talked about before it’s. Just it’s. Good practice to just do it all the time. Uh, disclosed what was received all the time. Okay. Plus, i just got makes it easier for your for your gift processing people. Teo did not have different rules. Just do it all the same way each time. Yeah. And note that this comes up all the time when charity’s hold their holiday party events and copied the chicken dinner with the ticket. Um, so the chicken dinner given back is a benefit that probably is more than the token benefit or the low cost benefit. So that’s going to be something that the charity will want to get back into receipt? The whole ticket may not be deductible, but a portion, maybe. Okay. And what? What about the silent auction items that you have? You have advice around those two? Yeah. Now, that gets to be a very tricky area. Because when you received ah non-cash contribution from a donor, the charity not goingto value that so. If somebody gives you a expensive vase and they say, you know, this is our donation to you, the cherry has no responsibility and is not in the business of appraising that for the donor. The donor is gonna have to do that themselves begat the deduction. But the charity will give back a receipt stating that a description of the items given, however, the big exception is if now the charity goes ahead and take that vase and puts it into a silent auction. And somebody bids sport let’s say somebody bid five hundred dollars for that body, right? The charity has got a responsibility to let the donor or the person paying for the box know what portion is a donation. And what portion is really the value of that vase? Uh, that they’re actually making just a strict payment for quid pro quo. Because it’s part sale and part gift and only the gift portion is deductible. Okay. And how are we going, teo? Value that? Yeah. Really tricky it it depends upon the item. So you know, if it’s super expensive than the charity, may have to get an appraiser to do that, otherwise they might. Look into, you know, being if it’s a fairly modest item, you may just look on ebay or craigslist that used and try to figure it out, but you don’t have to use reasonable method based, but, you know, pop your resources and the valley of the gift. Okay, emily let’s, go teo volunteering if someone’s instead of instead of making cash gift or stock if they’re spending their time with the organization, what what does the charity have a responsibility to? Teo teo, disclose that or acknowledge it in a certain way. And what can the donor deduct? I’m not necessarily so. The thing about volunteer services that the individual volunteering not deduct. I got the value of that volunteer time. So let’s say it’s the equivalent to paying, you know, twenty dollars per hour for your bookkeeper or something like that. You’re you’re volunteering the service, an organization that not deductible. But what could be deductible are the expenses that are incurred that are related to the volunteer services. So what say the cost of gas to get to the non-profits a place of business in order to do the financial services for them? Okay, we really have to leave it there. We just have a brief moment. Emily there’s a couple of publications that are valuable for for charities to figure this stuff out. What? What are those? Please? So there’s, the irs publication seventeen. Seventy one that’s. A really easy to read pamphlet. There’s also an irs publication. Five twenty six, which is a more comprehensive guide on charitable contributions and anything that’s tricky, like art or vehicles. There are special irish publications for that as well. So i would look for that specifically. Okay. And you’ll find the pubs on iris dot. Gov. Yes, that’s correct. Okay, we have to leave it there. I want to thank. Jean takagi and emily chan are regular legal contributors from the non-profit exempt organizations. Law group. You confined them both at non-profit law blawg dot com happy holidays to both of you. Thanks very much. Thank you. My pleasure, aunt. Of course. Also, my thanks to amy sample ward next week. Robert egger, ceo of sea forward that’s the letter c. He and i are going to talk about how to get political candidates to add non-profit issues to their platforms and how to endorse the candidates. Who? Do and scott koegler will be with me, our regular tech contributor and the editor of non-profit technology news. You can hardly navigate the social way without smacking your head into tony martignetti non-profit radio. We’re on facebook, youtube, twitter linked in four, square all those places and if i can urge you to go to itunes again, i’d be grateful if you would rate and review the show there wishing you good luck the way performers do around the world. We’re still in poland where where i’m wishing you poem ania nuke breaking of the legs again a z i told you last week, that’s plural so both both legs gotta go wishing you for ah for the time till we get another country inn poem ania nuke our creative producer is claire meyerhoff. Sam lever, which is our line producer, shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday went to two p m eastern on talking alternative broadcasting at talking alternative dot com. Out! I didn’t think that shooting. Good ending. You’re listening to the talking alternate network. E-giving take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me. 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100: The 100th Show! It’s All Social Media – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Amy Sample Ward, membership director at Nonprofit Technology Network (NTEN) and contributor to Stanford Social Innovation Review

Scott Koegler, editor of Nonprofit Technology News

Gene Takagi & Emily Chan of the Nonprofit & Exempt Organizations Law Group

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

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

View Full Transcript
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Hello and welcome to tony martignetti it’s show number one hundred high fives and knuckle bumps. It’s show number one hundred and welcome. This is big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio your aptly named host. What a coincidence that i found this show on july of two thousand ten two years ago show number one hundred today i do hope that you’re with me last week, it would cause me great vengeance and furious anger if i were to learn that you missed automated accounting with aaron schmid he’s, the chief product officer, billhighway and he thinks about a lot a lot about accounting, so you don’t have to. He had ways to improve reporting, automate and integrate accounting with your bank and online engagement to action at the fund-raising day twenty twelve conference, we were a media sponsor on the exhibit floor, interviewing speakers, and one of those was j frost, ceo of fund-raising info dot com. He talked with me about moving people from engagement online to giving online how to convert your social media friends into donors this week. It’s all social media for show number one hundred amy sample ward is a social media scientist that’s my title she’s very modest. I described that title to her she’s membership director at non-profit technology network and ten and a contributor to the stanford social innovation review. We’ve opened it up to listeners and she’s going to take all the questions that you sent in, and all our regular monthly contributors will be with us will dish on social media in the law for prospect research and in technology you know who they are. Our legal team. Jing takagi and emily chan from san francisco, the non-profit and exempt organizations law group maria simple, the prospect finder, our contributor on prospect research from new jersey and from north carolina, say but keller will be with us he’s, our technology contributor and the editor of non-profit technology news on tony’s take too. I’m going to be giving away t shirt and sunglasses for podcast listeners because this is show number one hundred use hashtag non-profit radio to join the conversation with us on twitter. Amy sample ward is monitoring it sam, the producer is monitoring, and lynette singleton, our georgia fan club president and frequent assiduous live twitter she’s live tweeting. The show today lynette is at s c g four the number four non-profits and the hashtag is non-profit radio the show is sponsored by lap fund-raising l a lap of fund-raising dot com and i’m very grateful for their support. We have our first contest right now. A few minutes ago, i said great vengeance and furious anger. What movie is that from? Not the bible it’s in the bible, but that’s not what we’re looking for looking for the movie that that lines from you will win a copy of managing technology to meet your mission. A strategic guide for non-profit leaders donated by n ten amy, thank you very much. If you put the answer to that question, what movie was that line from on twitter right now? Make sure you use the hashtag non-profit radio what movie is that line from great vengeance and furious anger? You will win, you’ll be our first winner right now. We take a two minute break and when we return it’s all social media stay with me and amy co-branding dick dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network get anything? Cubine hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific the guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Welcome back, we still need our first contest winner, great vengeance and furious anger. What movie is that from? Posted on twitter? Use the hashtag non-profit radio and with a copy of a book look donated by and ten the non-profit technology network. The book is managing technology to meet your mission welcome palo alto welcome, san francisco welcome, san jose, all in california! Welcome, california listeners right now. Very pleased to have with me for the hundredth show. Amy sample ward amy is membership director at non-profit technology network and ten, which you’ll find it in ten dot org’s and a contributor to stanford social innovation review her block is amy sample, ward dot or ge and she’s at amy rs ward on twitter she’s, co author of social by social a handbook on using social technologies for social impact social by social dot com is where you’ll find that book, and any profits from that book will be used to support projects which promote the use of new technologies for social good. Amy sample ward welcome to the show. Thank you for having me. It’s. A great pleasure to have you in the studio for show number one. Hundred any profits from the book are going to be given to support projects that used that promote the use of new technologies for social good. But i thought profit and greed drove are our economy what’s the social good? Well, when it comes to the book, it was a commission book by nesta who is an innovation thunder in the uk. So they commissioned us to write it. We don’t make any profit off of it in that way. And then the funds that come from the book just get put back into the innovation fund that nestor manages all for social good. Yes. And of course, i was being sarcastic or not. Of course, not all agreed. Not not most. Not all. Not entirely. We have our first question from you came from our first winner because she posted a question on the linked in group. Mary lynn holland has one an hour of consulting from me, even during registration or planned giving. Congratulations, mary lynn holland and her question. She has two questions for you. What’s. The biggest mistake that you see small non-profits making in social media. Well, there are lots of mistakes, but i would say the biggest mistake that kind of encompasses all those little things that trip up small organizations is trying to spread themselves too thin thinking, oh my gosh, you know, all these other organizations air on, they’ve got a profile on every platform they’ve got, you know, all these photos and videos and everything going on, and they think they have to do the same thing, but they don’t have the capacity to maintain all those profiles. So unless you actually have the staff time and the content, tio keep all those different profiles alive and actually have something going on there and can go in and interact with the community that’s there just don’t put the profile up on that platform, you know, just be very specific about what you what capacity you really have so that you don’t spread yourself too thin, and then people find your profile and it looks like a ghost town, and then you’re always apologizing for sorry we haven’t been here exactly, exactly one of the survey questions we asked in advance was, which social media channels do you wish your organization used or used better? And it’s pretty scattered across blogging and podcasting but facebook is kind of a large one, almost almost fifty six percent said facebook they wish they were doing something or more with facebook, and the largest was youtube. Two thirds of the people who serve we serve surveyed i wish they were doing mohr with youtube, but your point is you just you can’t keep up with the joneses necessarily, right? You can’t be on every single platform if you especially if you’re a small organization, but i think the survey showed, you know, that most people responding that they wish they were doing more with youtube and i think that’s because we see so many great videos but aren’t necessarily like high production value videos, and so then you get that feeling of, like, man, i could have made that video, why didn’t i think of it are right and, you know, so i think that there are a lot of those feelings to have seen other people succeed in thinking, gosh, it doesn’t look that hard. White why didn’t i do that? We have to take a break. Amy sample ward, of course, stays with me, and when we return, we’re going continue with social. Media. And we’ll have another contest. Stay with us. Talking alternative radio twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio broke in the ivory tower will discuss what’s important to you society, politics, business 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 money time, happiness, success where’s your breakthrough? Join me, nora simpson, as i bring you re a world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listen to nora simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com 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 i’m leslie goldman with the us fund for unicef and i’m casey rotter with us fun for unison you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back, it’s. Sure. Number one hundred twenty martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We have a caller on the break. We gotta call r steven perrotto. I know you. Welcome. I know you do what’s up. I was calling to brad schnoll age. Do on your hundredth show. Thankyou. All your friends that beautiful. Thank you very much. Future funds is a company that i do some work with and four. And we do great work with clients, don’t we? I think we do. I know. I think we do. You think we do too well, that’s. Good. Okay. Thank you, steve. Thanks very much for calling in, man. Thank you. Another hundred. Thank you. All right. And we had some with some nice things. Said on on other social media. I had someone who wished us wish us very well on the someone was just very well on the linked in group and ah, bunch of good, well wishes on my email list. And if you want to get on that weekly email lorts find out who the guest is going to be. You could do that on the show’s facebook page. We had a listener, tom l from california, and we’ve a bunch of listeners live from california right now, tom says. I was at the south rim of the grand canyon yesterday already to tune in on your on your broadcast. I thought it sounded fun tow listen while being in this remote spot, unfortunately, just a little too remote and no signal, so i did the next best thing and listen to a pre recorded podcast that i had downloaded for this trip and brought with me. Listen, tom ellen, california, thank you on the edge of the on the edge of the grand canyon. Amy it’s incredible where people are listening technology, it reaches everywhere, staggering, so question number two from maryland, holland, who asked fromthe linked in group and one hour of consulting from me, she asks what’s the biggest misconception non-profits have about social media well following on kind of from that previous question, you know, i think that a lot of small non-profits think, oh, this will be our magical cure all potion of technology, you know, we won’t have to do those email alerts anymore, and we won’t have to really send out your end appeal because, well, just tweet it or we’ll just posted on our facebook page, but it’s, just one channel and you need to be, you know, maintaining your engagement, your strategy across all those channels you still need to use email still need to use your whether it’s, direct mail or phone, whatever you are doing in your organization and social media, just another component on dove course face-to-face exact don’t want to ignore face-to-face meetings, right and social media’s great for face-to-face riel world offline things because people that are there khun just amplify what’s going on can post pictures in real time. Khun, you know, stream of video, khun send out tweets and so all those that aren’t there, maybe aren’t in that city couldn’t come whatever khun still follow along and it’s great for community building around your organization because so many more people feel like they knew what happened and they were a part of it, okay? And people are doing that for us right now, exactly, people a re tweeting, tweeting and retweeting and one of the survey questions we asked is whether your community engagement strategy includes social media and hundred percent did. Say yes. So everybody’s, everybody who surveyed eyes doing it. But we don’t want it to be a substitute for exactly. Of course. Of course. Okay, let’s. See, um let’s go. We have ah, contest winner maria? Yeah, maria simple. Oh, i should have said affiliates and friends and employees of non-profit rate or not eligible, but i didn’t say that maria simple winds absolutely correct. Great vengeance and furious anger is from pulp fiction, of course. And i believe that maria simple is the first person teo to answer that on twitter. But but i have to make important qualification. All results must be sifted through our social media manager, regina walton of organic social media. So preliminarily, maria simple is the winner, but that is subject to change based on heimans on findings by our social media manager, regina walton. Okay, um, we have another question this one is from twitter. Came from matt morgan and he’s at morgan m o r e m o r g a g n on twitter. Advanced question. What are the must have social media platforms? Let’s take that part first cause he asked reports what the one of them must have. Social media platforms well, i wish that he was tweeting along because i just have a question back for him and that’s, who are the people in his community and what air his goals for them if you if you have people in your community that are really into maybe you’re an organization that works with wildlife refuges and they love nature, well, they probably really like taking photos of nature, and that means, you know, the kinds of platforms that you want to prioritize your time on are ones where people are sharing photos, so maybe flicker facebook, et cetera. But if you have a community that works largely offline and very locally, then you’re going to want to pick platforms that aren’t necessarily for sharing out broadcasting tons of stuff, but or maybe facilitating those people, you know, sharing knowledge just within the group. So it really depends on what your goals are and who the people are that you’re even trying to engage you now. This is why i w social media scientist, because i think the average person would’ve said what’s, the what of the must have social media platform there were said, facebook looking and youtube but it’s not it’s, a much more sophisticated answer than that it depends what your goals are exactly exactly, and we’re trying to reach okay, and matt also asks from twitter how is the best way to measure twitter impact so back to that goals question, even though it’s specific to twitter, you know why’re you using twitter? Are you an organization that’s using it to really get a lot of information and knowledge out there? Maybe your think tank and you just want to make sure lots of people are using your research in your data? Well, then you’re going to want to maybe prioritized metrics around retweets and how many people have, you know, shared a linker clicked on a link that you’ve tweeted because that shows your knowledge is getting out there, but if you’re using it just for building connections and you really want people to engage with you, well, then the retweets air just sending more people away. You want to count those replies and people asking questions to you so you know the way you measure twitter impact isn’t universal for everyone, it really depends on why’re you even using that platform, have another contest, and this one is to win and ten sunglasses on and a copy of the book donated buy-in ten the future of non-profits innovate and thrive in the digital digital age zoho dave neff who’s in ten member okay, dave, next book can be yours along with sun glasses to wear while you’re reading it. Although they’re probably egyptian, we’re not giving prescription sunglasses, all right? Well, if you wear contacts, then you can wear the sunglasses while you’re reading eyes. The treasure hunt there’s a treasure hunt i had the founder of a worldwide social network as a guest twice it’s a very top of my network, everybody knows this network. One of the interviews is on our youtube channel, which israel tony martignetti some dude in boston took. Tony martignetti so my neck, my youtube channel, israel. Tony martignetti what is the name of the founder of the worldwide very well known social network that i had as a guest? Twice, you’ll find one of those interviews on a video on the youtube channel real tony martignetti answer on the youtube channel put a comment on the youtube channel, um and name him and you will. Win the sunglasses and the book. Okay, let’s. See who else we got? We got baldwin, new york. Welcome, atlanta, georgia that’s. Probably the net singleton, our master and assiduous tweeter. Welcome atlanta. We also have ah, north carolina. What was that town in north carolina? Sam, i missed it. Newport, newport, north carolina. Welcome. I love our live listeners. L three’s love live listeners. Wei, have another question for you from this one’s from peter heller also came to the linked in group peter heller. I’m wondering if any research has been done on how much of a capital campaign can be raised via social media. I believe social media is vital for non-profits, but the sexiness of it distracts from the eighty twenty role, which is eighty per cent of your gifts will come from twenty percent of your donors. You aren’t going to get your top gifts from via the internet, but you will get smaller gifts and lots of visibility. So basically asking, is there any research on how much of a campaign comes from social media have any insight into that? I don’t know if there’s research about the whole campaign because for a lot of the people that are doing this research and benchmarking there, the people either process anders or facilitating the online donation, and so they don’t know the rest of the story. They don’t have access to the organization’s data to know what else they were raising. They only know the data of the online portion, but there’s definitely benchmarks around that, and one that is, you know, has been done. You’re over a year is from blackbaud and the chronicle of philanthropy just is a heads up, i don’t know spoiler there, maybe i’m not supposed to say, but i would keep an eye out there because they’re going to be doing summarily good stuff with online fund-raising data very soon just to help keep those benchmarks out there, okay, but i would go to blackbaud and get there. They’re online donation research and you can see the average gifts, eyes, you know, it has been increasing and things like that, okay, i would also add for peter’s question that the the social media e-giving is probably going to be at the base of the of the fund-raising pyramid, the campaign pyramid where the base is all the smaller gift. We typically say it might take hundreds or thousands of small gif ts and typically, that’s. The gift giving that’s online is fifty twenty five, one hundred dollars. You know, in that vicinity and those air in a capital campaign of ah, even just a smaller campaign of two hundred fifty thousand dollars, or half a million dollars. You do need lots of those smaller gift, right and that’s, where social media would would probably be counted in that in a campaign. Exactly. Thank you. Let’s. See what we should do. What with that way have just three minutes. Is that we’re here? Oh, we have. Ah, scott, koegler is on the line. Oh, scotty kegs on here. Tony scott. Koegler is our regular technology contributor and the editor of non-profit technology news. And he is with us for a few minutes. Scott, how you doing? I’m doing great. How you congratulations, by the way. Thank you very, very much. You have a little social media topic for us today. What you gonna do? We’re gonna tease us with. Yeah, actually, it is a teaser because we’ll talk about this next week, but, uh, analytics. I mean, i heard part of the conversation about how do you know what you’re getting from? Your from your social media efforts and that that kind of goes to return on investment, you know, why would you actually spend time and money pursuing social media, right? How do you know what you’re getting from it? Okay. And that’s kind of been a perennial issue with just, you know, making those kind of decisions. So what do you have for us? Yeah. There’s. A lot of platforms out there. I know of three that are kind of my top of mind there’s hoot suite, which is a combination of free and paid for depending on the level of the analysis you want to do, uh, there’s, another one called market metoo sweet, which is kind of a new one. And it’s got a fairly unique approach to enable that was market me sweet market metoo assume suite is s u i t it is confectioner sweet. Okay, right. And the other one, which is maybe a cut above those two is something called radiant six. Maybe i am six. Okay. And that’s now a sales force dot com company. And they’ve got very interesting approach. They actually allow you to find the people that are talking about the things that you want on whatever platform there using whether it’s, a lichten group or yahoo group or twitter or facebook, or any of those and actually all at the same time, and then initiate conversations on the platforms that they’re using it’s really unique. And then they got all kinds of reporting stuff. Okay, um amy, do you have? Do you know any of those? You know, those sites or or? Any others that are useful for analysis of how you’re succeeding? Yeah, there’s, there’s tons of of platforms like that, you know, that range from frito all the money in the world that you want to invest in being able to track and report everything. I always recommend the organization’s start with a free version, no matter what, because until you’re tracking something you don’t know what’s worth investing in on dh you, khun get very sidetracked by all the shiny, shiny toys that are out there. I’ve used most of them, or at least tried them out. One thing that i do like about radiant six so that’s on the spend your side of what scott just shared. One thing that i do like about radiant six is that it has some tracking for the whole conversation. So you can say, you know, if you are using twitter, for example, to really grow your brand and change people’s ideas by getting your data and your knowledge out there, then knowing what percentage of the conversation on that topic you are a part of that’s. Incredible. Okay, thank you. Okay, scott. Cool. Everybody agrees. Excellent. And i know scott, you have to go. You coming down for a few minutes? Indeed, we are going to record next week, but that show that where scott and i will go into more detail on the analytics that’ll be the august third show. But he and i will be doing that next week. Scottie, thank you very much for calling in. Thanks, tony. Congratulations again and talk with you. Thank you very much. Thanks, buddy. Bye bye. Okay. Um, let’s see what we could do right before a break. Maybe another let’s. See another treasure hunt. Maybe we have two minutes before breaks. And so, uh, okay, perfect. So we’ll have another treasure hunt on the block. I have had a ceo of a popular charity rating organization on the show. This is a treasure hunt on the block. His last name is berger what’s his organization. Post your answer on the facebook page to win a copy of open community. A little book of big ideas for associations navigating the social web. So again, had the ceo of a popular charity rating organization on the show search my blog’s for his last name, which is burger and tell me what? His organization is and post the answer on the facebook page, and you’ll get the book for matty. Grant is also an antenna member. This incredible amy knows all these authors, really, i have to keep. I need better social social circles. I hang out with you more right now, we’re going to take a break. Amy sample ward, fortunately, can stay with us the whole show. Grateful for that. And and also after this break, we’ll have tony’s take, too. I’ll have another contest, and you’ll be maria semple with with about us and also jean takagi and emily chan. And again, any stays with us, so and i hope you do, too. Talking alternative radio twenty four hours a day. 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. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy. Share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listen to nora simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com geever. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune, tony martignetti non-profit radio we dio i’m jonah helper nari team in co founders of next-gen charity. Welcome back to the one hundred show who it’s time for tony’s take two at roughly thirty two minutes into the hour, my voice is cracked like i’m like fourteen years old. Welcome, georgie city, newjersey! Welcome live listener judges, teenagers, that’s my dad’s birthplace it was greenville hospital in the greenville section of jersey city, and my grand parents used to live on mcadoo have in jersey city. So welcome jersey city on tony steak to right now, i first want to be very careful to say thank you for everybody who has been listening to the show. There wouldn’t have been one hundred shows i would not have been doing this for two years if nobody was listening. A podcast that nobody listens to is ah diary it’s under lock and key or what good is it so very grateful? I’m very grateful for lots of listeners, lots of support followers on all our different social media channels of the show. Thank you very much and a special shout out for a podcast. Listeners there are over a thousand of them, and right now i have a contest for podcast listeners. So live listeners, you’re welcome to listen. Don’t don’t don’t shut away, but this one is for podcast listeners. They’re going to win an intent t shirt and a pair of sunglasses, but after the podcast is posted and regina walton knows exactly the moment and second that the podcast goes live. And after that time, the first person who tweets the phrase non-profit radio has over one thousand podcast listeners, we’ll win the end ten t shirt and pair of sunglasses, so podcast listeners. After you’ve heard that podcast, go to twitter, use the hashtag non-profit radio and tweet the phrase non-profit radio has over one thousand podcast listeners, and i’ll leave it to your discretion when you where you want to put a comma in the one thousand that’s up to you, my blog’s, as always, is tony martignetti dot com and that’s, where you will find information about today’s show and that’s, where we’ll be posting lots of contest winners next week. We’ll have the contest winners posted on my blogged at tony martignetti dot com, and that is tony’s take two for friday, july thirteenth, twenty eighth show of the year. Right now we have lots of contributors with us, maria simple is on the line. How are you, maria? Great. How are you doing? Very well, thank you. Marie is the prospect. Find her she’s an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now and on twitter she is at maria simple. Welcome, maria. Thanks, tony. And congratulations. Thank you very much. I know you and you and amy and i are going to talk about email and online strategies, so we’re going to get to that that connection very soon. But let’s bring in gene and emily to what the heck gene and emily how you doing? We’re doing great many congratulations on your hundreds. Thank you, emily. Are you there or is genius speaking? Speaking speaking for you today i’m here okay. Jean takagi is the principle of dio the non-profit exempt organizations law group in san francisco. He had it. The popular blogger at non-profit law blawg dot com and he’s at g tak gt a k on twitter emily chan is an attorney at neo-sage principal contributor to that non-profit law blogged and on twitter she is at emily. Chan, welcome again. So and you guys were going to talk about who owns your twitter account? That’s? Really interesting. But let’s see let’s, start with maria and maria. You have some advice around coordinating email and social media channels. Yeah. That’s right. Tony, really? Email marketing is no longer just about sending out email blast because it’s all very share a bill now. So the beauty of it is you can take the communications and leverage them much further. Both us, the sender, but also the person receiving it can go ahead and forward the communications on their social media platform. Okay, forwarding. So is this done with a simple links in an email? Yeah, usually it’s done with that share, that social share bar that we’re also accustomed to seeing now that also it already has a little icons embedded into it. Okay, but certainly they can take the girl and cut and pasted in as well if they prefer to do it that way. But those social share buttons really make it great to be ableto take your communication and leverage it further. I mean, what what’s your vice around coordinating email with your social network channels. Yeah, we try to do that, i’ve seen organizations actually see big upticks because they see, you know, a message go out and then a coordinated message asking what people thought of it or if there was a video embedded or photo, you know, an action that they can then say, hey, look at all the people signing that petition or whatever, but another form of engagement that i’ve seen, especially small organizations that, you know, maybe have to staff or say three staff are not paid, you know, like just a volunteer organization used tools, you know, they don’t like that very first question getting spread too thin, they know they have email addresses, they’re not going to worry about facebook, so they really want to make those emails really good. Andi, i’ve seen people use a tool called group fine that allows your email toe actually be kind of alive, so i’ll send out an e mail to everybody, and i say, you know, we’re looking for your feedback about this event, you know, what day do you want it? And then who would you like is the speaker? You can embed those questions in the email and when people respond and you open your email, you see their responses live in your ok so people can see written out answers from other people in the community, etcetera. So you can literally start a conversation in an email because everyone is opening that email and seeing it and that’s why it was called group find group, vine group find like a great plan. Great. Fine group. Fine. Okay, maria, what what else did you want to share with us? You know, i wanted to share also that there is a site called nutshell mail dot com for those small organizations that are thinking, well, how do we begin? Teo, monitor the conversations that are going on elsewhere. You can actually set up an account with nutshell mail, i believe it’s free and you can have the three e mails sent you. However often you want throughout the day. So let’s say you’re interested in monitoring your e mail your social media communications and mentioned at the beginning of the day and toward the end of the day, not shell male will actually send you an email. Recai recapping all of social media that has been going on or you actually designate you’re interested in monitoring face focus your monitoring, lengthen or twitter. You designate which ones you’re interested in getting the communications about. And maria is nutshell male free. I believe so. Yes, it is. Okay. She says yes. Maria says yes. So yes. Okay. Excellent. Excellent. Maria way. Want to leave us with one other tip before we have to move? Teo jean emily a little bit. Yeah, i think one other site that i might like. Just drop and leave with you it’s something called social quick starter dot com and it’ll give you some additional ideas about how to leverage your email communications into social media. Okay, would you be good enough? Teo? Post these on the facebook page on the linked in group. Sure. All these free resource is. Thank you. I always appreciate you doing that. Thank you. Um, on dh, you’re welcome to stay if you want, you hang on the phone. Maria, can you cure? Okay. Excellent. But let’s, uh, let’s. Go to jean and emily and there’s some recent controversy around a case that involves whether the issue is whether a person on employee or the employer owns the twitter account after the employee leaves who’s going to who’s goingto give the fax an overview of the case familiar gene, go ahead either one okay, not go there. There was a case recently and arises because many of us are mixing our work and personal lives so much and i think that’s especially true when we’re using social media. Andi so for people who are on twitter on by all of us, i think are on twitter now we put in our personal statements as well, lazar our word promotional statements and do some branding for our companies and for our selves personally. So there was a recent case, probably the most well known that was filed in july of last year involving phone dog and an employee who’s named noah kravitz. Kravitz was using a twitter account that had phone dog is part of the twitter handle phone dog noah okay, promote the company and crab it’s left the employment, kept the twitter account and changed the handle to noah kravitz, his name but by that time, he’d accumulated over seventeen thousand twitter followers um, and months later, phone dogs decided to sue because they wanted the account in the followers, you know, suing for damages, they figured out that each follower was worth two dollars and fifty cents per month for eight months, and that ended up being three hundred forty thousand dollars in that complaint timesthe seventeen thousand followers that’s interesting that any idea how they came up with two dollars and fifty cents per month for ah is the value of a twitter follower? Well, that i think if i’m following you, i’m worth much more than that i’m worth, i don’t know fifteen or twenty dollars a month surely that’s definitely the big issue, and it may be a way that each organization values its prospects on customer list, but that’s that’s sort of each organizations proprietary information. I’m not sure exactly how they came up with that and that’s definitely one of the issues. Okay, i’m going to just ask amy, just this is a little date. Well, it’s an interesting issue. Yeah, but i know and we’ll go deeper in the law. But, amy, any sense of value, any reason research on how how twitter accounts value their followers in really indulgence sense? I don’t know, i mean organizations do it in different ways, in this case, it’s. Very different than, like many non-profits that aren’t tracking the our ally of anything or anyone. So they actually have the math, you know, to to do the calculation. But i think that for most organizations, their primary use of twitter was just the community building and never asking for anything you know, fund-raising wise not doing appeals. They’re not even doing customer service for other fund related work, but in litigation, as jean points out, there has to be shevawn cause of action and also damages. If you’re angry at somebody but you weren’t injured or damaged by it, then there’s no recompense in law. Anyway, you might get an apology, but so that’s how they valued. Ok, jean little digression. Sorry. Yeah, so well, that’s the basic issue and and of course, been final by finalized yet, so they’re still going into settlement agreements, and we’re going to learn from this, but we think this is going to blow up and be more pervasive because there are a lot of issues involved where employers are just not making clear who owns the account that out that and that creates, you know, potentially triable issues i have i’m sorry, i have a survey question and emily, this will probably leading to some of your advice around this. Do you have a written policy on use of social media accounts by employees? And about fifty six percent of people said yes at about forty five percent, forty four percent said no. So let’s, sort of close to a half don’t have a written policy. Emily, i’m sure there’s advice that involves written policies, of course, absolutely. With any policy, i think it’s important to think about what you’re actually trying to address. So even if half of the survey respondents have a policy, is it actually addressing the questions that are coming up in cases like phone dog versus kravitz? You know you may have policies about what can be put a on the twitter account, like what kind of content you’re supposed to push out. But did you actually address, you know, who owns the account, who maybe account, and you have guidelines for howto relinquish that account when that the employment end. So these are all the kind of questions that organization should be thinking about when they’re creating these policies. Now that these cases, they’re coming up, okay, and we just have a minute before a break. One more piece of advice. Teo, help stave off these these issues. I think just making any step in the right direction, you know, it’s hard to do a comprehensive policy, but to just tackle one question out of time, i think you can really help the organization in the long term just to say, you know, the employer owns the account and you give it up end. Making that clear is something that i think probably a lot of organizations i haven’t done yet. I haven’t thought about it, okay, you’ll stay with us. Of course, i like i love the name of that case phone dog versus kravitz. I don’t know if he’s related to lenny kravitz or i think of mrs kravitz from bewitched. Those of you remember that show, mrs kravitz, i believe, was the neighbor. I don’t know if noah is a descendant of any of them. We’re going to take a break and when we return, maria semple stays with us and jean takagi in emily chan and amy sample ward and i hope you two. You’re listening to the talking alternative network. 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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. How’s your game. Want to improve your performance, focus and motivation than you need? Aspire, 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. Talking. I’m can burger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to the one hundred show that last love, amy’s little move that last drop where someone is that’s called a drop when someone is endorsing the show. That’s a pretty significant clue to one of our current contests. I have to leave it there. Amy, i want to ask you how, and ten manages ownership of social media properties and three organizations, all about social media. You’re all doing lots of things. How does how does that organization manage this? Sure. So we definitely do have a policy in place and it’s part of our employee handbook that everyone has to sign. So we know you at least pretended to write it. Did you mean emily chan, right? That policy for you? She did not. They did not. Well, it’s probably substandard, but haven’t i? I’m happy to say it some standard until they look it over, but we that the inten organizational account and ten org on twitter is the only one that is thie official voice event ten and we have policies in place that say who can have admin access to that? You know who khun tweet from the account when what kinds of things? You tweet, but then we also have some guidelines and parameters for using your own account and that we’re totally fine if you want to have your own twitter account and not be associated with antenna and never talk about us, etcetera. That’s truly finds your personal account, but if you do want to tweet about and tens work or in support of intent or anything like that, then we want to make sure that you say that you are an ant in employee in the bio so that if if, say, someone asked a question and you respond from your personal account and not the official account, they know it really was legitimate, you know, information that they were getting back, and it wasn’t just some random person trying to say this is how to use the site or something. So we want to make sure that it’s, transparent and clear in your profile, but we don’t own that profile. We don’t own. We don’t try and measure or anything, even those personal accounts, and then when you leave, well, then we ask, obviously, that you take the reference that urine and an employee out of your bio, but that’s it, it’s still your it’s your own account. Okay, jean, how does that sound to you? Well, we love and ten. And so you know in-kind well, okay, that okay, their policies, they’re probably pretty strong. And that sounds like that. Sounds like great. Those sound like great guidelines. And maybe one cautionary note. If you don’t do something like that. And you’ve got an employee that’s tweeting on a quasi work accountant starts to endorse a political candidate in this election year. You could get into a lot of trouble for your organization. Election hearing. We talked with her. Yes. You and i and emily talked a lot about that in a previous show. Election hearing and political advocacy. Okay. We definitely like to encourage people to vote, but we do not tell them who to vote for. But so what would happen then, jean if if amy on her on her on a personal account, that does say that she’s within ten started to endorse a candidate, what would happen? Well, those those words could get attributed, teo. Antenna if it’s an antenna owned, account controlled account and then that’s just a safety organization, it endorsed the candidates themselves, which is a violation of five twenty three and potentially jeopardised the five oh, one seat to exempt status of the organizations why you gotta do take steps to make sure that that doesn’t okay? And i guess, emily, that should be a part of your your polyp written policy, yeah, absolutely a cz much of the organization and its best interests, khun document that it’s doing its part to take care of its responsibility that’ll be helpful. So in the employee handbook saying, you know, if you do put that urine and an employee like you should know that is a five, a one tree organization, we can’t make these kind of statement was we can’t expect organizations to monitor all of their employees accounts, and then if the employer does become aware of something that happened, you know, documenting the steps you took to make sure that it wasn’t attributed to the organization, like having asking the person, maybe tio put something on their account to make sure that it shows that it’s their personal account i’m or even just as the organization with the accounts, you’re in control of making sure that you’re putting the information out there like that, we do not monitor employee account, okay, amy’s doing a lot of nodding. So i just i mean, generally that’s the way in ten manages things. Yes, yeah, okay, um, let me ask you, we just have about two minutes left. Can’t noncompete and non solicitation agreements be valuable in this? Also, jean. Yes, absolutely. So if somebody doesn’t, uh, have has a personal, own email account or started sorry social media accounts like a twitter account and brings it to the organization’s main competitors when they switch firms and that’s going to be a problem if they bring all the followers over oh, run so absolutely having a non compete but use traditional non compete agreement. But make sure that they reflect that there’s social media properties as well. That may be involved, i think it’s really important? Yes. Because in this phone dog case, noah just noah kravitz left the employment, but he didn’t go to a competitors, but yeah. Interesting. If if you go over to a competitive right. Absolutely. Yeah, very good. Let’s. See, i guess we should probably say goodbye, maria. Simple. You’re still there. I know i am. Um, let me give you one shot. Is there anything? Is there any more sight? One more site. You want a name in our last minute? Since we haven’t talked to you for a few minutes. Oh, boy. Uh, gosh. There’s so many great ones out there. One mashable dot com. Okay, mashable i love just kind of keeping. Track of what mashable is talking about in all things. Social media and always come up with some interesting ideas after i read one of their articles. Okay. And that’s. A very well known block. Jamie, you follow that also. Develop mashable. Okay, maria simple. Thank you very much, maria. Simple. Of course, the prospect. Find her. You’ll find her at the prospect finder. Dot com. Thanks for being on maria. Thank you. Congrats again. Thank you very much. Gene and emily at neo non-profit exempt organizations law group in san francisco. The block is no non-profit law blogged dotcom. Thank you very much. Both for being on. Thank you so much, tony. Congratulations. Thanks, gene. Thank you. Thank you, emily. Thanks for helping talk to you next month. Amy let’s. See in wrap up one thing that you want, teo leave listeners with about social media that we haven’t said that’s sabelo in, like, twenty seconds zoho i would say give tools a try on your own if you want. If you think that they could be used for your organization before you try and set up the organizational account, so you give yourself a chance to figure out. How it really works, what things you like about it, etcetera, before you set up that organizational profile and start directing people there and then realize, oh, actually, this is broken or whatever, you know, work those kings out on a personal account first amy sample warders, membership director and ten non-profit technology network, which you’ll find it, and ten and t e n dot or ge and a contributor to stanford social innovation review her block is amy sample ward dot org’s amy, thanks so much for being a good yeah. Thank you for having me. Congratulations. Thank you very much. Real pleasure. Next week, we start to move to show number two hundred. Trim tab marketing. James eaton is president and creative director of tronvig group and the metaphor of trim tab as one person who can move an entire society has professional and personal meaning for him. And he’s gonna explain how something very small can really have a big impact on your marketing and had to figure out what that small thing is. Also no more crappy corporate partnerships. Another interview from the fund-raising day conference will have two people who were speakers at fund-raising day. And they want you to take a holistic approach to your corporate relationships because your charity as real value for companies and they have a lot more to offer you than just money. We’re all over social media, you know that by now you can’t open a new tab on your browser without a head on collision with tony martignetti non-profit radio, you know, we’re on linked in, you know, we’re on facebook, you know, we’re on twitter use that hashtag non-profit radio lynette singleton, thank you very much for your live tweeting today i’m on four square! You can follow me on twitter also, and those are all the ways oh, youtube, i forgot about that itunes you want to become a podcast listener non-profit radio dot net takes you to our itunes page what does it mean when a cause long out of spotlight raises one point six million dollars in just two years, an idea grows into a powerhouse helping one hundred seventy thousand people each year, and when an agency raises three point eight million dollars in government grants in six weeks, it means lap a has done its job lap lap a lap of fund-raising dot com for your campaign grants and planning needs. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer of tony martignetti non-profit radio shows. Social media is by regina walton of organic social media. Regina, thanks for all your help today, and the producer of tony martignetti non-profit radio is john federico of the new rules. I hope you will be with me next week for the one hundred first show. Tony martignetti non-profit radio, one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the good ending. You’re listening to the talking alternative network. Get in. Thank you. You could. 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 lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Buy-in oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving. Communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Dahna

095: Got Women Donors & Lovin’ LinkedIn For Prospect Research – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Michele Walsh, director, leadership gifts, at U.S. Fund for UNICEF & Travis Fraser, director, major gifts for United Way of New York City

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

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

View Full Transcript
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Welcome to tony martignetti non-profit radio on friday, august twelfth. I’m your aptly named host tony martignetti hope you were with me last week when it was wild woman fund-raising i had mazarene treyz consultant and author of the wild woman’s guide to fund-raising she was with me for the full hour to share her thoughts about career social media grants, manship and mohr. We did our live first tweeting last week, and we’re going to keep that up this week when it is got women donors from the fund-raising day conference in new york city this past june, we talk about successful initiatives to expand your female donor base through targeted and appropriate cultivation, solicitation and stewardship. My guests are michelle walsh from the us fund for unicef and travis fraser from united way of new york city second half of the show linked in for prospect research i’ll be joined by our new regular contributor maria simple the prospect find her, she’ll be sharing strategies for using linked in to find people and organizations who could be your employees boardmember sze volunteers and donors. As i said, we’ll be live tweeting this week the hashtag is non-profit radio we’ll take a break, and then we’ll start with god. Women donors you’re listening to the talking alternative network. Neo-sage you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s a lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Zoho 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 durney welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis in times square in new york city. My guests now are travis fraser and michelle walsh. Travis is director of mate gif ts for united way of new york city and michelle walsh’s, director of leadership gif ts for the united states fund for unicef. Welcome, thank you, thanks pleasure to have you, they’re seminar topic is success stories got women donors, and so we’re all about talking about female donors. Michelle, why are female donors important? Why are the important they’re important? Yeah, i mean, if you look at research even to start, which is where we were talking earlier today, it’s, they’re making up a larger part of the e-giving population than ever before. So i was just referencing an article earlier where in two thousand five was the first year that the irs had records that women were actually out giving men as a whole. I think it was sametz twenty one billion as compared with about sixteen or seventeen billion so and that’s already, you know, six years old at this point, but they have huge giving power and very often that they make their decisions differently, and we need to be aware of that and that they also are motivated differently, so i think they’re important because they do give and when they do give, they tend to mobilize people, so not only did they give their own funds, but they’re also generating additional support very often and travis. Of course, in the upper ages, women survive men on average, yes, moflow closer tonight. So? So if we’re talking about deferred or planned gift, women become critical because typically they’re inheriting their husbands, their husbands, states or a portion of yeah, yes, that’s that’s true, we don’t deal a lot with plant giving within our women’s group, and i think as our core group of members ages and we start looking broadening, i guess t younger populations, we might start making plans with four plan giving with them, but because of how we’re able to engage them and draw them closer to the organization, they really i thing translate into perfect prospects for for major get for plant gifts in the future. So, michelle, you mentioned different donor motivations women versus men. What are some of the differences that you see? I think that women as a whole, obviously only one particular woman relies right, but that if you look at women as a whole, very often they’re motivated by things that they can connect with and be involved with, so they’re motivated by family, they’re motivated by making a difference. We’ve noticed that it’s not usually being on a donor list or being on a donor wall, they also want to be a part of a community that’s doing something that has results so there really is a motivation about doing. Good in the world and what? What? That accomplishment iss okay, and how do you find that different than than the male donor? I think that it’s not as driven in terms of the connection. So seeing something and seeing what it’s doing hasn’t been as much of a motivator for men in that same when you can have more of ah here’s here’s the information this is what it’s going to do? Of course they want to know what the results are but it’s not as much of a desire to be engaged in the process. Okay, yeah, michelle, your work does include working with older donors seventies and eighties women in those ages. I would say that it’s across the board. So we’re looking at ultra high net worth individuals and that’s really are deciding factor. There are certainly maura’s. You get up towards those hyre age groups of people that have accumulated that type of wealth. I think you spoke earlier with some of my colleagues who were talking about the younger generation twenty one to forty, right? And so we’re looking, really hoping towards getting most of the people to million dollar giver is a leadership. Gifts for us is one hundred thousand, but if we’re looking at that group, they are going to be, you know, tend towards the older end of it, but the representation of what portion of that is seventy to eighty, you know, i wouldn’t know off the top of my head, but there are certainly some people in there that would be in that age group, okay? And when you’re dealing with women of that age, i’m trying to focus. We’re talking about dahna motivations what’s your experience with when the husband was the primary donor on dh he’s, now deceased, you’re going to the you’re going to the surviving wife, what’s your experience around their willingness to teo continue to give, i think i mean it’s so individual if they’re very defined and what they’re giving is it’s, you know, very often on lee really about honoring someone’s memory, but if in order to engage them personally is the only way that i think that you’ll be able to get to that larger gift on dh to be able to do that, we’ve had it in a couple of instances, but getting back to even what the data is. Is that women are making more of the decisions while they’re alive. We know, with the married spouses well, i think travis actually was talking about what i was yeah, yeah, don’t you want to, travis? I mean, there there have been some recent studies out that are really showing that women are making about eighty percent of all of the sort of household financial decisions, whether that be philanthropic decisions, just what they buy, what goes into the household there there really the decision makers and i i feel like as fundraisers, we’ve really been led to believe that they are making it in tandem as a couple on dh in some cases that’s, true, but what we’re really finding through some new donorsearch audis that that is that the female is thie number one sort of decider in that position, okay, even when do we know if that applies? Even when the the husband is the person with the primary relationship to the organization, you know, i’m not sure that it goes that the research goes that deep. Um and i think that anytime you have any part of a couple that’s, the primary relationship, you sort of deal with that primary relationship, but also tried to to engage the other spouse in any way that you can with the work because you really want to see that couple as, ah, holistic entity, you know, it’s it’s, not just one person, yeah, excellent and applies all the more if, if the if the husband is the primary relationship, you certainly do want to bring the wife in because, on average, she’s going to be surviving her husband? Yeah, yeah, you know, and i have to say that being at united way were somewhat unique because a lot of our donors give through workplace campaign, so we’re really dealing with one half of the couple we’re really dealing with the female leadership donor xero followers, or mohr and electing to do that through payroll deduction. So it’s really her decision of what she’s doing with her paycheck? So it really involves her more and what she’s interested in and getting into. I sort of heard interest areas, so that has been very interesting for us, especially in trying to branch out and look towards more individual donors who aren’t sitting in the workplace and developing strategies to get to those people on dh and people that are part of a couple and engaging both of them in the work that we’re doing and we’ve definitely found that. So you know, a number of our male board members and with our particular woman in philanthropy initiative it’s been female board members who have led the charge, but a couple of male board members who have really founded a great opportunity and excuse to engage their wives without them. S so where they’re not just dragging them along to an event that they’re like that’s your cause, but that they’re able teo to feel and ask the questions that they want to ask. Without that, what do you call it? A arm, candy or whatever, however you want to call it in either direction, but that there’s no one there to hold them back or push them forward to engage and it’s been a really good opportunity for us to have some good open conversations with the spouse without the key driver, the ky connection president, they didn’t think dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network e-giving e-giving cubine. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com hey! Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Oppcoll zoho do either of you or maybe both of you work around getting volunteer engagement from from females? Is that a part of your work? Or was it all just related to financial giving? Our entire program is volunteer related thie group that i manage is called women united in philanthropy on dh it is managed by a group of volunteers who come in volunteers steering committee that really charts the course of everything that that does so how do you start to get people engaged in that volunteer steering committee? Well, it really has been through the work of other steering committee members, we’ve been around for nine years, and this is a women’s this women’s group. Yes, it started from a conversation we were challenged by a female donor, two who asked us what we were doing to engage female donors, and we didn’t really have an answer for her. So we had a female boardmember who was very interested in getting to an answer. So she opened her home. We took a look at our lists of donors and sent out invitations to a number of our female donors to come together for a round table conversation and what came out of that conversation was very core group of dedicated women who really wanted to build something, and from that, we’ve been able to build a program that really engages women in the topic area that we’re raising money for, which is youth empowerment, and we are able to really talk about the issues that were that that we’re working towards. We give them opportunities to volunteer in the programs to see their dollars at work. Andi have educational forums that bring together some some thought leaders in the areas of education and health so that they really feel like they’re a part of the philanthropic process and that’s really what we tried to do to engage our female donors. Travis foster fraser sorry is a director of major gifts for united way of new york city and michelle walsh’s, director of leadership gif ts for united states fund for unicef and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven earlier, i said next-gen charity because we were because michelle, when we’re talking about a twenty one to forties it’s next-gen so it got me saying next-gen which way also be at the nextgencharity conference, but today we’re not they weren’t fund-raising day two thousand eleven, travis, do you see a difference in the willingness of male donors versus female in terms of the the time commitment, willingness to spend time? You know, i think that’s an interesting question, and, you know, i a lot of my work is with our our female group, but also with our young professionals group, okay? And i would say that in our young professionals group there’s really not that discrepancy between the amount of time to volunteer, the males and females of that generation are really wanted to eat together, and i would say that with with people that i’m working with on the women’s group there it is a little bit easier to get women out to volunteer opportunities because i think they just really want to see there the work in the fields, and and i think a lot of times, men, i can take it from you as the fundraiser to hear about what their work is doing. Our work is doing it. Michelle, do you see a difference between men and women in terms of their their desire for understanding outcomes? And what the impact of their gift is, is there a difference across the genders there? There probably is i think that women are often underestimated and their willingness to really want to do dig into the data and the financials and all of those pieces. And of course, if your stereo tell you, you know that they wouldn’t get it or that they don’t want to really spend time with a balance sheet or that they’re more emotionally driven or whatever the some of the negative stereotypes are on. Some of them were positive, but does though, right? But i think that women do want to understand what what the back end thinking is, and particularly as you deal with the higher end givers and the more sophisticated philanthropists, they know what they’re looking for, and there are certain delivery bols that they expect, and there are certain organizational structures they expect to be in place with their financial or otherwise, and they ask those questions, and they think very seriously about where they’re going to give their money, you know you’re going through, i can piggyback on that, you know, we have a group of our committee that comes in and meets with our program’s staff to really talk about what they’re doing and and what the investment that women united has made in united way is really is doing, and they ask the toughest questions they want to know exactly what the budget is. They want to know what the money is being spent on, and i think that that is the thinking that you were alluding to earlier is completely backwards. I think they really want to understand the entire issues they want from from costs of services to then what the services are actually doing, that they really want the whole full, holistic three sixty view of initiative. Michelle, you’re experienced. Yeah, and i would say that we’ve sound found more different is between sectors and where people worker identify themselves and professional sectors than male female. So, you know, sort of the hedge fund circle has a certain way of thinking about a problem, and they’ll come at you with a set of questions that are almost predictable, and lawyers have a certain way of approaching it more so than a cross gender lines. I’m not going to ask you to comment on your own individual situation is that united way or united states fund for your staff? Generally, do you see women adequately represent went on boards? So from where i said, i think there’s a couple of key pieces, one is that our ceo is an amazing female leader, and that has really set the tone and a lot of ways for not only supporting our initiative with women philanthropists but inboard leadership. So the four, therefore women, all board members, that air chairing our women in philanthropy initiative and the strategy around engaging ultra high net worth individuals to support the u s from for unicef, and they have all stepped up phenomenally, and i think it’s been critical in having those female representatives on the volunteer level onboard leadership roles, and they represent really influential rose rolls and the rest of their lives, and they’ve brought that to bear on this effort. It’s been absolutely critical about your travis do you worry about again? Not necessarily united way, but do you worry about there being inadequate representation of women on boards? I think there’s there’s more work that needs to be done, but i think that a lot of organizations are realizing that women make very, very strong boardmember is there much more thoughtful about the issues? They really want to understand the full picture of what is going on, and they don’t just sort of make those knee jerk reactions that sounds like an ideal boardmember and and, you know, i can say for the united way system, we recently did a survey of the one hundred and twenty different women’s leadership groups that united way has across our system, and what we have found, which is astounding, is that from the year two thousand seven to two thousand nine, which had the huge financial meltdown united ways that had boards with that were made up of thirty percent or more female participation, their women’s group grew about twenty eight percent in fund-raising and fund-raising and dollars contributed just versus those united ways that had less than thirty percent makeup of women on their board grew their fund-raising grew one percent. So really shows the power i think, of women to really come together, rally around a cause and get people to contribute at very, very critical times, i have to say credit to the person who thought toe look att that variable female representation on the board that’s not that’s, not a very and its outcome in fund-raising that’s, not by any means a typical variable that you would see and look at the outcome of the correlation with interesting let’s. See michele, in terms of let’s, talk a little about, like nuts and bolts. I don’t want to spend a whole lot of time on soliciting women, but we’ll spend a couple of minutes you have advice that’s particular to women about asking, you know, your your work is an ultra high net worth but not necessary, you know, generally soliciting women advice? I don’t think it’s any different than soliciting a man because i mean ideally still stations at that level happened face-to-face one on one and it’s doing good fund-raising and reading people’s faces and listening to the cues and paying attention to what they’re interested in and compassionate about or passionate about. Rather, i think in that regard, it’s all the same, some of the messaging and the way that we engage them leading up to that is where the differences okay and that’s, the stuff we’ve been talking about. Exactly travis, how about for you closing thoughts, i think, really, the only thing that i would add is just making sure that there is a really good next step for them to be involved in a substantive way beyond writing the check, whether that is taking them out on a program visit to go see see the work, whether they they’re volunteering at a school, whatever it is, just make sure that there there’s a really solid next up for them to get involved because they really want to get involved, okay? I just realized we have a lot more time than i than i thought you’ve done yourself. You had your seminar already today or it’s coming up, we had any provocative questions from the audience that you want to share around the subject. We’re interesting, yeah, i was talking to some of my colleagues and some of the other sessions and comparing notes on questions, and i think the one that i heard that came up in all the questions was sort of how to say no, no to a gift, no to the wrong gift or no to a donor who wants to direct very specifically, in a way, that’s. Not in line or give them right. They want to make a decision. That’s not really their decision to make and navigating that. What was your what was? Did you have that in your session or what? Wait. Okay. I know. I mean, i have one of the most important things. Is the fundraisers to know when to say no? And how does they know? And it’s? Not always easy and not everyone’s. Good at saying no, but giving people what we talked about is creating option so people feel like they’ve made it legitimate choice, but not beyond what your realm of possibilities are. So a multiple choice question as opposed to an open ended question where people can say, this is really what i want to dio bye still not creating the program from scratch and tweaking the little details, but giving them real opportunity to be a part of the experience as well the experience of of whatever the program is. So if it’s, you know, for us, it’s obviously in the field and international development. But, you know, even if it’s the question came from someone who was working in parks, even if it’s a parks project making them a part of how that plays out. How about you, travis? Any questions that came up in your program that you want to share one? Well, i think that that my group is able to direct the money at the end of the year that they raise, and that can create a lot of nervousness, i think, among program staff and really, you know, and i know it’s something that unicef does as well, we don’t just open it up and say, okay, you’ve got this big pot of money, where do you want to put it? You know, we we really bring them in so that they can meet with our program staff and give them sort of a menu of options of where we think they could have the most impact and take it from there because we’ve really been able to develop relationships where they understand that we’re going to give them what we think is bad that’s for the organization as a choice, and it really allows them to feel like they’re making a choice and have an investment in what we’re doing. But then, at the end of the day, we get what we need you at the same time, so the organization obviously has a role in setting expectations, managing expectations, sort of, and michelle is, you suggested the multiple choice question, constraining things so that people are not out out in left field success stories got women donors as thie seminar topic for travis frazer, director of major gif ts for united way of new york city, and michelle walsh, director of leadership gif ts for united states fund for unicef, travis michelle, thank you very much for joining me, thinking it’s been a pleasure to have you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven. That was my pre recorded interview from fund-raising day last june in new york city. Now we’ll take a break after the break. Tony’s, take two, and then, after that, linked in for prospect research, so stay with me. 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 hunters. People be better business people. Dahna this is tony martignetti athlete named host of tony martignetti non-profit radio non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design, photography, social media management and now, introducing mobile market. Their motto is way. Do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. Welcome back to the joe it’s time for tony’s take too, but first a reminder that we are live tweeting today, the hashtag is non-profit radio please join the conversation on twitter on tony’s take two this week. My block post is a test of google plus for your non-profit i was interviewed by new york enterprise report for an article on using google plus in small business, and i thought my ideas might help you to evaluate google plus for your non-profit now, of course, caveat, i’m not a social media guru expert thought leader, a small business owner. And so with that caveat, i’ll tell you what i’m doing with google plus and how i’m evaluating it, and you can see if that makes sense for your office or not. I’m really looking at the people who become my friends on google plus and the features that it ends up offering for the business profile pages, which is, you know we know them in facebook as a fan page. Google plus doesn’t have business profiles yet, but we all expect him to be coming, and google says they are coming within the next couple of months, so i’m going to be interested in who the people are, who joined me on google plus either because i invite them or they’re inviting me if they’re the same as the people i know on facebook, i’m probably going to be less likely to spend a lot of time, you know, keeping up a very active profile page on google. Plus, i would certainly have one, but how much time i devote to it is really what the issue would be on the same thing with the features. If it’s pretty much the same features as a facebook fan page, then i don’t really see advantage, but if it has some things that i’m looking for that i don’t see in facebook like for me, it’s ah good calenda ring application and a good, solid polling application like we can do in surveymonkey but built in facebook doesn’t have those things and it has polling, but not really a strong one, so if it has good features, i’ll be again more likely toe spend more time keeping a very active business profile page on google plus, so those are my ideas around evaluating whether to do that for my business, i don’t know if that’s of value to you, it might be in looking at google plus for your small non-profit um, you can see more detail about that on my block at m p g a d v dot com, and that is tony’s take two for friday, august twelfth with me now is maria simple. Maria is our newest regular contributor to the show. She’ll be on once a month. She is the prospect finder. Maria is an experienced trainer and speaker on prospect research and consults with organizations interested in finding and connecting with their best prospects for long term relationships. Her website is the prospect finder dot com, and i’m really pleased to welcome maria to the show. Welcome, maria, thanks so much. I’m delighted to be here. It’s a real pleasure to have you were going to be talking about linked in today. Lincoln has some new initiative for non-profits you want to explain what what’s up there? Yeah, absolutely so what’s kind of interesting about it is that linked in a little earlier this year, actually in may, haddon i po and so now they are actually deciding they’re going to dedicate some resource is in terms of against money, but as well as human resource is to the non profit sector now on ideo aipo means means what jargon jail mary-jo actually started issuing stock, they became a public company, so initial public offense and they actually launched something called lincoln non-profits solutions, and so what they’ve decided is that they have three point six million individual members who actually identify themselves as either employees or board members of a non-profit so they realize that there’s a tremendous amount of potential to help the nonprofit sector and they are actually i’m going to be helping people they back, they’ve launched a page called learned dot lincoln dot com forward slash non-profits, where they actually give the non-profits both as non-profit professionals, but also as organization’s best practices on tips and tools for how to make the most out of the lincoln for non-profit so they’re looking at both individuals and organizations, you say, and that that three point six million, i’m sure there are a lot more than that because there are one hundred million linkedin users, isn’t that right? Yes. So, yes, you are. But you know, what kind of interesting is that? They somehow been able to identify that there, there are, you know, the three point six million who are somehow connected to the non profit sector, right? Because i’m sure, based on keywords in their profile or just the way they what they identify their employer as, but i’m sure that’s low. I’m sure there are more than three point three and a half percent of the lincoln community working for non-profits but so maybe this initiative will will draw out some more. But even with that three point six million, yes, so they have this the the u r l you gave that’s the learning center, right? Yes. That’s correct. They have a specific learning center set up now for the nonprofit sector. And when you’re on that page, if you scroll all the way to the bottom, they actually have a contact a cab. So their interest sted in hearing from non-profits selves non-profit professionals and organizations and board members as to how lincoln can best serve the specter. So they are open to feedback at this point in their formulating this as they go along and you spoke with someone who’s in charge of this non-profit initiative. That lengthened in you? Yes. Somebody who has recently joined linked in his name is brian breckenridge. And he is heading up the new program there. And he’s, you know, he’s very excited and he’s very open to learning from the nonprofit sector. About what, how they convinced serve the non-profits and so since you had a spoke to him recently, any inside track about what we might be seeing the into the future? Well, i don’t have any specifics to share with you, but i do know that they are planning some interesting changes, hopefully that they’re rolling out in the next, you know, in the next couple of months so it’s, you know, they’re they’re formulating this, they’re looking, they’re taking in and looking for feedback at this point and anything that they can do the best help a non-profit sector they’re looking for that feedback at this time, and then they’ll be looking to roll out some new initiatives, i think okay, and you see value in the lincoln non-profit solutions for prospect research. Absolutely i do, you realise linked in for prospect research and for prospecting. So i utilize it in both, eh? Proactive sense as well, as in a reactive okay, let’s distinguish between prospect research and prospecting. What do you mean, weird? When you say those two different things differently? What do you mean by both? By each? Okay, so if i’m doing research on a potential major donor potential boardmember for the for a non-profit and i have the name of that individual lengthen is definitely one of the places that i go to to try and formulate my profile on that individuals. So that is what i would call reactive research. I have the name of someone, and this is one of my tools that i use to do prospect research. Now proactively you, khun, take linked in and use their advance people search feature to find people who might be suitable for your non-profit for connections in a variety of situations, they have a keyword search. You can focus your search down to within a radius of your zip code of where your non-profit is located, you can focus your search down to specific industries, so if you are looking, if you are let’s, take the example of a on environmental group, right let’s say they are looking to connect with more individuals in their community who are involved in some sort of environmental services so they would be able to conduct this search. Now, obviously, when you conduct a search on lincoln, first of all, you have to have your own lincoln personal on dh. This is using the advanced certain advanced search. Is that right? That’s? Correct. Have on the right on the upper right hand side called advance. Okay, you quick, matt. It opens up an entire new search screen that most people haven’t really access, you know, realize it’s there. And the more rich your own network is, the more people you are connected to, the richer the search results will be for you right now. If i were, let me give you two very contrast examples. I actually happen to have over five hundred connections in my lengthen network. So my search results would be drastically different from somebody who is a very new to lincoln and only has a network of, say, twenty, thirty, fifty people. Because you’re always shown how many degrees you’re separated from someone. So the more people i have in my network, greater search results going so so you mean when? You’re doing this advanced search you’re searching all the hundred million people in linked in and it’s telling you which of those are in your first degree, meaning you’re connected to them directly, which are too removed from you, which are three removed from you. Is that what you think you were searching the whole population of linked in? You can. Yes, but you can ask lincoln to just focused down the search results for you to the people you might be first degree connected to second degree or perhaps where you share a group membership. Because there you’re going to be ah, lot closer. You have a lot closer of an affinity and making the one toe one connection may be easier for you. Ok? Suppose you that’s really rich that you can search the whole hundred million. Suppose you find somebody who’s two degrees removed from you and they seem like a very good i don’t know. Maybe maybe we’re provoc betting for board members. Let’s say, for this, for this environmental group that you suggested you see somebody to removed from you. What? Explain what that means. And then how can you try to meet that person? Okay, tony let’s say we come up with let’s say, i do this search and i’m looking for environmental people who and i come up with a guy named oh, i don’t know john smith. And you and i are first degree connected on lengthen that much i know, but let’s say, john smith eyes second degree connected to me through you. That means he is both first degree connected to you. And i am first degree connected to you. So you are the common link between us, right? Ok, so that would mean john is a second degree. So, like those, like those kevin bacon seven degrees from kevin bacon movie. Right? Because he’s been in so many popular movies. Okay, so you can get to him through me, in other words, that’s. Right. So what did you do? How do you do that? Well, lincoln actually provide you with the the there’s a form that you can fill out so that a message would be sent to both john and to you. Looking for that introduction. I could look to be just connect with john directly and say, john, in my my request to connect, i might say john, you and i both know tony. Andi, i think we have a lot in common. I’d love to be able to connect with you here on lincoln. Always modify that that’s that standard introduction that lincoln provides to you never just go ahead and just use the standard intro, you realize those defaults aren’t aren’t very friendly, really there’s really bare bones, but so you’re allowed to your lot to connect with john smith your lot to contact john smith, even though you’re not directly connected to him. That’s correct. I could just send him an invitation to connect and just mention your name in my little intro is toe. Why? I think he and i might want to connect, you know, it’s up to him to accept my connect. Ction request? Sure. Okay, i see what you’re doing it through the request to connect. Okay. I see. On dh. Then the alternative is you could ask me to connect you to him. That’s. Right? I could ask you directly. I could go the old fashioned way. Tony, i could pick up the phone and call you and say, tony, you know, how well do you know john is? This somebody you know very well can you make some sort of a personal introduction even outside of lincoln through an email system. But at least lincoln’s provide you with the opportunity to identify potential boardmember potential donors in very specific sectors. Yes, the phone. You could pick up the phone and do it that way. And that way we don’t have to communicate through linkedin using their default messages or which we would really like. Anyway, i never thought that you could pick up the phone, imagine it could even have lunch and we could talk about it that way. Way. Imagine. See what? See what the web can do. Encourages you to pick up the phone. How do we had we operate without linked in years ago? I don’t know. So let’s, go back to the learning center. Um, yes. So they have. They have suggestions there for individuals and non-profits maria, we have just like a minute before a break. What are a couple of the not for profit? The organizational suggestions on unlinked in. And then after the break, we’re going to detail. Well, you could create a company page at no cost. So corporations, companies. Small businesses are doing this. We i highly recommend that a non-profit create a what they call a company page for their own. Non-profit, and they actually give the example of the american red cross that has attracted thousands of followers on lengthen and so other non-profits may want to check out what they have done. And, you know, look, learn from that and not reinvent the wheel. Ok, well, look att, the company profile and other things. After this break with maria simple, the prospect finder. Stay with us. You’re listening to the talking alternative network. Duitz are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com 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 speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications, that’s the answer. 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 lively conversation top trends, sound advice, that’s, tony martignetti non-profit radio and i’m ken berger from charity navigator. Oh! And i’m tony martignetti and i’m with maria simple, the prospect finder we’re talking about using linkedin to find and connect with people who could be boardmember sze donors, employees, volunteers. So, maria, the advice that you were giving before the break is that a new organization could create a ah profile page that’s correct, and i would highly recommend that they do that and the reason tony is and and i’m not suggesting that they should set aside any of their other social media strategies and presences like that they might have on facebook or twitter, but what you want to be able to do here is this is lincoln is the professional network, so you want to be able to, of course, capture the attention of people who are in the business community. You don’t want to exclude this, so this is free, you know, obviously whoever is maintaining your presence on other social media’s would want to be able to set this up and you can upload your logo. You would be able to give a nice description about the organization, provide your website, there’s, even a mapping feature where they tie it right into google maps. So that people will be able to see precisely where your non-profit is located. So, you know, it’s free, and i think that they should take advantage of that. I think the lincoln says there about one hundred thousand non-profits that have company pages, there should be many more that’s, a that’s, a good number, but there should be a lot more. How specifically does this one do they? I mean, how do you create a a company profile or non-profit profile versus creating a personal profile? Well, of course, the help affection of of lincoln is going to be very, very helpful to you, but they also have here they give you some steps on how you might be able to do that right on the non-profit learning center that we talked about earlier, okay? And again, the girl for that is linked in dot com slash forward slash non-profits actually, it starts off with the word learn ellie, are there yet i left. Yes, thank you very much. Learn dot linked in dot com forward slash non-profits thank you. And now groups are very popular and non-profits can create their own non-profits can create their own groups and you couldn’t decide if the group is going to be a closed group, meaning that everybody has to be first approved by some sort of a group moderator thatyou’re going to appoint at your end or it could be an open group. And keep in mind that if it’s an open group, all of the discussions are open and searchable and people can just join the group without any type of moderation. That and what’s the value for having creating your own group after you’ve created your profile. Well, they might. It might be in an interesting way to host certain conversations around specific topics and, uh so they, you know, if you have, if you’re a large enough non-profit and maybe you are hosting even conferences around your specific topic, that is something that you can use the group for if you want to engage people in discussions, much like you might see discussions in other types of groups that people are on on linked in, but it would be very specific to the time of organization that you are in the population that you serve, and after you create the groups than you invite people to join is that how it works. Well, you can’t invite people to join. Yes. You definitely can do that and invite people who are already in your linked in world to join the group. But people are going to be able to find you once you are set up in a group on lengthen. You are now searchable as well. So i remember i was telling you about the search functionality. The groups are a way that people, you know, look for like somebody might look for a live networking group to join. Somebody might be looking for a group around this specific area that you serve. Okay, so yeah. So if your work is for the m r d d community, the mentally retarded, developmentally disabled, you might create a group around the service around dahna discussion around the needs about that for that community in your own communities, you could make it a very localized group. Yes, you can. Some groups are geographically localized as well. But you may not want to limit it to that. I mean, lengthen is a worldwide a phenomenon, if you will. So why not? Why not? Just open it right up and allow people? To tto learn more and you never know where that relationship is going to lead. Okay, um, they also have something called linked in recruiter for for job, for organizations looking for employees, how does that work? So what they’re doing is lincoln does have a recruiting solutions portion, which is a fee based portion to their service that’s kind of steep, isn’t it? Well, yeah, for some non-profits mean, what they’re saying in an article that i read is that they are starting as low as four hundred dollars a month when you could be a little steep saw non-profit but they are, you know, offering these recruiting solutions, if you will, at a discounted price for what they would offer the for-profit world, okay, and that’s, if you’re looking for employees that’s correct, if you look nufer employees, they have they have sort of three separate sections, one is called lincoln recruiter one is called jobs network Job slots and the other 1 is called career pages. Okay, let’s, talk a little bit just in a couple minutes we have left about the offerings for individuals who are in non-profits what what’s the advice that that the learning center gives for individuals. Well, you definitely want to make sure that your profile is as one hundred percent complete as possible. So you want to make sure that your profile itself is rich so that as you go out and try and make connections with people, you will be able tio look like somebody, obviously, that other people really want to connect with that you are a thought leader within your own community, if you will. And so it’s really like a resume on steroids, you know, your opportunity to really shine and stand out from other people, so why not make it that way? Using the status updates, i’s a great way to let people know sharing articles, having to do with sector that you serve if you are a speaker, it’s a great way to let people know where you’ll be speaking, especially as it relates to your subject matter area on dh, especially if you do a lot of speaking on behalf of your non-profit it will let people know where you’re speaking either virtually and webinar format or, you know, live format if people are looking by the way tony and forgot to mention earlier fremery we have just about it, we have just about a minute left. Ok, on the resource is page of my website of the prospect finder dot com i do have a downloadable maria samples top five tips for prospecting with lincoln, so if they’re interested in some general tips about lincoln for themselves on a personal level, this will help them. I think you also learn how to use some of the more advanced features, all right, thank you for sharing that resource page that’s really all the time we have that is maria, said pompel the prospect finder again, you’ll see her at the prospect finder dot com, and she’ll be joining us once a month to talk about her advice for prospect research. Maria, welcome to the show as a regular contributor and thanks for today. Thank you, tony it’s been a pleasure next week, we’re going to lead the leader’s motivating your board to fundraise. Another interview from the fund-raising day conference last june, the consultant, andy robinson and carry kruckel, whose vice president for development and communications at w n tv reveal how to move your board to be the best fundraisers they can be. And the second half of the show explaining earned income are legal contributors jean takagi and emily chan from san francisco. Breakdown what earned income is why it can be good white-collar be bad, why you need to understand it to protect your non-profit and keep it out of trouble that’s what’s coming up next week, you can keep up with with what’s coming up week after week by signing up for our insider email alerts on the facebook page. While you’re there like us and become a fan of the show, please, you can listen to tony martignetti non-profit radio on the device of your choice. Any time you like. By subscribing on itunes getting the automatic download, you’ll find that at non-profit radio dot net on twitter. You can follow me always use the hashtag if you want to talk about the show and the hashtag is non-profit radio on twitter, our creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting his sam liebowitz. Our social media is by regina walton of organic social media. This is tony martignetti non-profit radio. 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