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

Tony’s guests this week:

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

Wendy Nadel, executive director of Yonkers Partners in Education

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

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

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

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Durney hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. I’m excited to be back in the studio. It’s been a couple of weeks. Oh, do i hope you were with me last week? Of course i do. I’d be devastated to hear that you had missed last week’s show it was audit week, you’re hr audit. Karen bradunas is a human resources consultant. There may be things hiding in your hr closet that you need to bring out and dust off to avoid problems later on, we talked about your benefits plan immigration, paperwork and that’s not only for immigrant laborers and what to do if you get audited by federal or state regulators and your social media audit, scott koegler continued our discussion from the one hundred show on sites that help you assess how you’re doing in social media. Hoot suite marketsmart radiant six on a couple of others scott is the editor of non-profit technology news on our regular tech contributor this week, working with your small organization board what’s special about working with small shop boards we’ll talk about setting expectations recruiting, training fund-raising and assessing your boards capabilities my guests from fund-raising day this past june are terry billy from the hudson river museum, wendy no adele from yonkers, partners in education and lisa rob, executive director of the new york council on the arts also today, see the smart cr m system, constituent relationship management you’ve got constituents, employees, donors, volunteers, vendors, clients how do you manage your relationships with them and what’s the impact on your prospect management? Maria simple will be with me, she’s, the prospect finder and our prospect research contributor between the guests on tony’s take to my block this week charity corporatization reduction three i’ve talked about this before the blurring of the line between corporations and charities. I’ve got a couple of new data points they’re on my block and i’ll talk about them on tony’s, take two use non-profit radio the hashtag to join the conversation on twitter hashtag non-profit radio right now we take a break and when we return all intro my pre recorded interview from fund-raising day on working with your small organization board, stay with us e-giving didn’t think dick tooting good ending things you’re listening to the talking alternative network. Getting anything. Dahna cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show, new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday starting soon. Number ten, ten a m on talking alternative dot com. You’re listening to the talking alternative network. Dahna hi there, and welcome back. I want to send some live listener love got listeners newport, north carolina. I miss you, north carolina. I own a home there, and i haven’t been there in a few months, but i’ll be going back next month. Missing north carolina st louis, missouri live listener love out to st louis right now. We have pre recorded interview from fund-raising day here in new york city this past june on working with your small organization board. Welcome to tony martignetti non-profit radio coverage of fund-raising day conference two thousand twelve in new york city were in midtown manhattan at the marriott marquis hotel on the subject we’re talking about right now is working with your board. My guests are terry billy, assistant director of advancement at the hudson river museum. Wendy adele, executive director of yonkers partners in education, and lisa rob, executive director, the new york council on the arts ladies welcome. Thank you. Thank you. You have all three of you and thank you for taking time on a busy conference day right before lunch on we’re going to get youto lunch. Don’t worry, you won’t be late for lunch. Your subject is working with, uh, boards of small organizations. Lisa, why are boards of small organizations different than boards of larger organizations? Well, normally boards at large organizations that do a fair amount of fund-raising it’s a given and planning and very kind of instrumental involvement with the board, but less so on a volunteer basis or operational basis. Smaller organizations tend to have closer relationships to boards in terms of really what they’re doing for you and it’s also more difficult for them than at large organizations to get some of those things done. So you sometimes encounter at a good small, a good board in a small organization, tremendous work ethics and tremendous alignment with the mission because it is more of a struggle to get to some of the resource is that the larger organization board sort of inherently have. Wendy, why don’t you just set some context? Explain what youngers, partners and education is about what’s your work. We are a public education fund that supports the yonkers public school district for an independent organization that works to increase the number of students in yonkers who graduate from high school and completed postsecondary program. Okay, and now terry what’s, the specific mission of the hudson river museum, the hudson river museum is a history, science and art museum, providing opportunities to brought in the artistic and cultural experiences for people in the hudson river region. Okay, lisa wanted to explain what your work is with counsel in the arts. I’m the new york state counts on the arts is an agency of new york state government, and we work for the governor and receive our money through the budget. Process from the budget enacted every year by the governor and legislature. And we distribute thirty five million dollars of public funds to about fifteen hundred organizations, of which eighty percent have budgets of under seven hundred thousand small organizations. Tony let’s, dispel a myth that you have to be with just a few minutes ago. Boards of small organizations are not necessarily small board know they can range anywhere from thirty five to seventeen or fifteen, usually not less than that. And do we find the same type of diversity on a small organization board that will find in a larger organization board? Yes and no. Sometimes you may have a larger organization may have more corporate people that have connections to larger, mainstream corporations. Then you may have some people that have more connections to private foundations community board sent have a lot more community leaders, people who are connected politically, people who have businesses in the area on dh. Then, of course, you do have people that live in the area that may work for a corporation in a, you know, another capacity. And you also may have some folks that are government based. Okay, so you’ll have that local commitment, as lisa was describing, right? You have a little bit more local commitment. You’re your group may live in the area where your organization is, where a larger organization your your trustees may live elsewhere, right? So so so why don’t we stay with that, terry? What? How can we leverage that? That local nature of the board? Well, you’re trying to first off people become members of your board because they’re interested in what you do, and they want to help it serve your community, the community that they live in. So the urge to be part of something bigger than they are is one of the things that you want to work on. And so then you just need to work and find out what their capacities are, who their contacts are and see whether where their strengths are, too. Have them help you. Okay, twenty let’s start with sort of the chronology of board members life cycle, uh, recruitment. What? What are the challenges and that a small organization faces in recruiting successful boardmember we liked it really? Just talk from how we do it in my organization, but we typically try to identify specific areas of need that we have on our board and some of the gaps of skillsets connections, how people are connected on and we try teo, identify people who can fill those gaps on the board. Sure, and typically, the way we recruit them is through personal relationships. Typically somebody on our board might know of somebody or i might have met somebody, or in some cases, people have even approached us with an interest in the work that we d’oh. And now, since you are a local organization, you’re drawing from a smaller pool of potential talent. That’s correct, but you have the advantage of it being local and again, the commitment that at least talked about that’s. Correct? Okay, okay. Back-up lisa, special challenges of other special challenges around recruitment of boards for small charities that we should talk about. Well, i think one of the things we talked about in our workshop earlier, wass the wendy spoke to it. Well, that sort of a lining, the at a small local level. You may you want to make sure you know really what you want their role to be because they really is a commitment level. And interest level that is often not there. In the larger organizations. People may actually want to do tacit work for you. They may want to make real connections in real time for you, it’s, really not a so, you know, they’re not doing it for source social reasons. So i think, a lining that, you know, the individual in what they want to contribute, and then what the organization needs is even more interesting with smaller organizations. Because there’s more opportunity, i think, to really work with the boards one on one with real goals, that they want it, you know, complete with you, because you’re a small organization, you can actually do that. The goal isn’t a, you know, twenty five million dollars capital campaign, it’s a. You know of of two hundred fifty thousand dollars scholarship campaign, where numbers that become more achievable. So i think that is a challenge. Talking alternative radio twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. 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The people of creation nation listened to norah simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’ve had a guest on not too long ago. Melanie schnoll begun. Her work is with very ultra high net worth clients in the bank. I apologize. Either j p morgan or morgan stanley. Apologies, melanie. But her her one of the point that she made was that very wealthy people shouldn’t be ignored by small organizations. Potential boardmember because it could be bigger. They could be bigger players on a smaller board, of course. Plus you want their expertise, but they could be very interested in a small charity. Good when we actually have a few board members who have been on major major boards, like in new york city. Um who i think have a more gratifying experience. Kind of working on the more local level, rolling up their sleeves, having a direct impact on a cause rather than sitting on a fancy board and going tio three or four meetings a year and about feeling expected to write a check and doing nothing. So i think, that’s, that that’s really the just the distinction, right? Same thing here. My organization has a wide variety of folks in both wealthy and not so wealthy. But people who were really involved and and the smaller organization that’s that’s the reason why they become a member of the of the of the board is to get involved because they have a passion. So, terry, since fund-raising is so important for board members, how do we set the appropriate level of e-giving four boards at small organizations what’s your place there? Some places just give one level of giving for everyone saying, okay, everyone needs to give five thousand dollars or three thousand dollars or ten thousand dollars or whatever it is, but it has to relate to the size of the board’s budget. So for example, my organization does not have a specific geever get, but we expect everyone to participate in the annual fund everyone to give to the gala in some way, shape or form and everyone to give an additional gift of some sort. So you may have some folks that can give twenty five thousand dollars to the gala and then ten thousand to the annual fund and then an additional gift from their private foundation and then other people will, through their company or through there, and a combination of company and the personal money. Give five thousand to the gala, you know, one thousand to the annual fund and, you know, some other money, so it has to be a willingness to accept so it’s a willingness to accept what they khun dio right? Because it’s their capacity so it’s about having a conversation with the boardmember when they’re coming on to understand, to have them understand that there is a responsibility to see support the organization, and then to talk about what level that they’re comfortable giving it. So is that how you assess their capacity? And you’re just really you need to have a conversation what they’re comfortable with, right? Well, i mean, you’ve done the research, you’ve done the research before you brought him in as a trustee to kind of know what they’re pass it e issue done the the prospect research to say, ok, well, this person, you know, has given here there and what have you so you kind of have an idea of what they’re financial level is so then it’s a matter of having a careful conversation with them too say, you know, what is it that you feel comfortable with? And it is, of course. It’s important to set those expectations at the recruitment stage, right. Exactly together. Normally written down. I mean, this is not it’s not uncommon to have written documents that say your contribution will be two hundred fifty dollars. You know that that’s? Not an uncommon. Okay, where you’ll be expected to go to an event or you’ll be expected to cultivate whatever. It’s not uncommon to have those things even written down. It’s. Not like these air secret or uncomfortable conversations. You know, they’re just that’s just part of the business relationship. Most bored people understand they will be a set of contributions they have to make some of which include financial time. Whatever would you would you go so far as to recommend that they be a document that the boardmember signs? Yes. In most cases, there is a is a a a a board agreement. Okay, because liability means you normal. Ok, wendy, partners in education, we don’t have a written agreement, but we haven’t explicit verbal commitment that in most cases has been honored without a problem. Okay, it is not in a contract. All right. How about communications with with a small organization board is that? Is it any i’m guessing easier because most of the people are local? Terry, go ahead. Well, we my ceo communicates with the board on a regular basis. Individually, we have meetings every month, so every other, every was every other know every other month is an executive board meeting. And every other month on the other side is our full board meeting. And then we do not have a board meeting in august. So there’s that then there’s also committee. So we have committees, there’s, a finance committee and development committee, a program committee and nomine nominating committee. And so they usually meet every other month or every two months, three months or something like that. And then we all like i communicate with staff with the board members that i’m working with for a specific project or the, you know, different staff would work directly with the boardmember so it’s, more informal words again, a larger organization with larger, more high level board members, you may not have as much communication access access to them and communication through all your staff with them. It may just be a point to point from your ceo to the board or maybe your ceo, your cfo and your development person, the only people that talk to your board when they were going to say something on communicating for us. I’ve really have kind of individual relationships that the board members. And for the most part, i’d say seventy five percent of them. I have. I’m in communication with on a very regular basis, and you’re the executive director. S, right. Ok, which is, i guess. They’re more accessible to the charity. Also, the board members make themselves more accessible than a larger organization might find. Well, i find ways email, and i mean, i think communication is really easy, you know, whether wherever you live, you could just shoot and email and get a response, but because the board’s pretty active everybody’s working on something so there’s always i mean, it’s not the communication is not for the purpose. So much of updating as it is to kind of do the work, and we work together as you know, collaboratively on you, no specific issues and projects that puts me into direct communication with the board members on a fairly regular basis. So what about switching topics? Labbate hyre assessing the capacity of your board in different capability, different areas, maybe it’s fund-raising maybe it’s love assessing whether you have gaps in expertise? What what’s important? I think, wendy, we’ve all talked about nominating committee’s and what we do, we’re in all the organizations i’ve worked for is the nominating committee is one of the most important committees on any board or the nominating people, and we we do it very almost like database oriented. You know, here the five or six strands of talent that we need, you know, social talent, business, talent, political talent, you know what, marketing, whatever it is, you know, here’s the slots where that is filled now, here’s, what? We’re going to have gaps, we spend a lot of time looking at the term limits, and when people are coming up for renewal too, you know, because gaps will then because you really want to call today, you know, minimally, a year in advance, you want to start your cultivation efforts because you make no assumptions and and also things come up for people, you know, they were interested last year, but this year someone is ill in their family, they’ve gotten a promotion, they’re moving, etcetera, so the nominating committee is very important and to be very strategic about on the goals. I mean, you could have a goal that you have celebrities that’s fine, but, you know, you have to just make sure it’s all you’ve gotten what’s it called a pipeline, you know? So you’re constantly putting names into that pipeline, and your board is very active in that process. Well, they are on their on the nominee they are, the nominating committee rarely includes people from staff in anything other than, like a, you know, did that’s really very much the work of a board there also engaging the full board. Oh, christ, as they identify needs. Oh, you know that it’s talked about usually nominating and issues of bored recruitment are are usually part of certain board meetings. You know, it’ll come up as an agenda item and then there’s the nominating committee, which has, like, you were saying this most of the time, i talked to our board members when i was at pelham art center because they were working board. Wendy so a lot of the communication had to do a task oriented project management, things you were doing together, military. Anything you want to know about assessing the capacity of the board. Okay, what about board training? Any any differences in when a new boardmember comes on any differences that you’ve identified you, emmanuelle for smaller organizations that okay, please go ahead. We have aboard manual that we’ve been evolving our organization’s not quite five years old yet sweeping, evolving that and new board members that come on, get an orientation. They are given emmanuel. And each year we, you know, have ah, two three hour orientation for our new members and that’s how we train them. And there is no big formal training program but it’s more of an orientation to the organization. Ok? And most of them have been to something that we, you know, most of them know us and not where they joined the board. Someone in the other workshop had an interesting idea. She spoke about on their board. They actually had, like, a, you know, in high school or college, the key club where you came in new and someone was aligned to you. They had a senior boardmember each new boardmember that came on, there was a relationship. They were the mentor to that new boardmember i thought that was a really good idea. I thought that was a great idea. What we do is we have a retreat every year once a year. It’s ah, saturday afternoon. And so we are doing both role playing or discussions talking about topics that are of interest, reviewing our strategic plan. So last year at our board retreat, we went through some role playing in how tio make an ask good. Okay, excellent. That kind of leads me to something interesting. I think i hope hyre what about board members who aren’t comfortable asking directly, but maybe can be engaged in other activities around fund-raising why did you continue, terry? Well, some people are very they they feel uncomfortable asking their friends, their family or going to to even business colleagues to set up a meeting for something. Um, and so you need to find different ways for them to to support whether they can host a party of their friends at their home. We’ve done that. Where then you have your museum staff and their friends. They’re so the museum staff could do the cultivation because we’re that’s what we do. S o or you can have them come with you on a site, is it with a funder or a lunch? And they just need to be the intro person and the ask and the program description and all of that comes from the staff people, so they are observing their participating in some way, but they’re also they’re shadowing. They’re learning through it by going through this, you know, site visit or you? Know, observing the ask at a cocktail party or what have you do you find that they become the ones who are reluctant in the beginning? Tio actually ask become more comfortable. Have you seen that? Well, a little bit, yeah, i mean that’s the goal and sometimes it may take a little longer depends on everyone’s personalities different and some people are more comfortable in the limelight and others are not. So you have to kind of work with what they’re willing to do, what their comfort level is and you can’t force someone into something that i want dio that will be a disaster. Forget wendy’s. I don’t think i think something terry set is is really key, and that is, you know, in addition to asking people for money equally is important is is just opening up doors, making introductions and that’s i mean, even for people that don’t like to ask for money making introductions is really important because, you know, particularly if you really believe in the mission of the organization, the organization khun sell itself that’s themselves, that pipeline that lisa mention constantly introducing new people. I know we have a boardmember and you know, one of things i like to do is just kind of focus when i have my board members do. And we have one boardmember who has some really key foundation contacts and his what i asked him to do every years you get me into two foundations and that’s it that’s it that’s your job and that’s huge. That could be hundreds of thousands of dollars. So anything you want and what i do think that friendraising and fund-raising are all part of that same resource development. And as long as you can make sure there’s enough prongs and what you think of resource development there’s no, boardmember that can’t help you if we have to leave it there, ladies. Thank you very much, wendy. Tell you. Thank you. Lisa. Rob is executive director of the new york council on the arts. Wendy liddell. Adele is executive director of yonkers partners and education. And terry billy is assistant director for advancement at the hudson river museum. Ladies, thank you very much. Thank you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in midtown manhattan. My thanks to the three ladies. Some live listener love out tio st louis, missouri, hello, jersey city, new jersey. Welcome back. My dad was born there, i told you, used to live on mcadoo of reston, virginia. Hello, live listener love, and then we go further east vietnam. Welcome. I wish i knew the city. I’m sorry, our software doesn’t tell us what city. Right now we take a break, and when we returned tony’s, take two, and then maria simple will join me to see the smart cr m system. So i hope you stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Oppcoll i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That live listener loved that i sent to vietnam is joined by love going out to korea, and if you’re listening, if in a foreign country i’d love for you. Teo, tell us what city you’re in because our software doesn’t tell us so you could tell me on the linked in group or the facebook page or tweet me. Let me know what cities you’re in vietnam and korea tony’s take to roughly thirty two minutes into the hour. My block this week is charity corporatization re ducks three i’ve blocked this before, as you can tell from the title, and i’m still concerned about blurring lines between charities and corporations. More cities, for instance, are collecting what they call pilots payments in lieu of taxes from charities or they’re considering getting these payments from charities pittsburgh in memphis for most recently and there’s in my block there’s a link to a chronicle of philanthropy article talks about pittsburgh and memphis and a number of other cities that are either collecting those or looking at it. Also, we have corporations starting to look like charity’s, taking some in some of those charity attributes there’s the b corp in california. That’s ah, a form of organisation be corp. For an organization that gives some public benefit as well as having a profit motive. And in a lot of states there are low profit, limited liability corporations also called l three c’s on dh does i put this together with some other data points and just concerns me that the charity start to look like corporations and start getting treated like corporations in terms of those taxes. On that corporations start to look like charities. It’s on my block. The name of the post is charity corporatization re ducks three. My block is tony martignetti dot com. And that is tony’s take two for friday, the tenth of august thirty fourth show of the year. Joining me now, as she does once a month, is maria simple. Maria is the prospect finder she’s, an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor prospects now with an exclamation mark at the end. And she is at maria simple a si m pl e on twitter. Maria, welcome back. Hi there, tony. How are you today? I’m terrific. Very well, good to have you back. Thank you. We’re talking today about c r m constituent relationship management. Why is this important? Well, you know, it’s very important for non-profits to track relationships that they have especially fund-raising purposes, in my opinion, you know, i’m talking more about fund-raising side there as a prospect researcher that you want to be able to see, you know, where our people interconnected you want to be ableto have a certain data point certainly noted in a system that’s going to be able to capture the relevant points of information that are important for your organization and a broader cr m really goes beyond even the donor database. It would be able to track relationships that you have with volunteers with perhaps people that are coming in, uh, to use your organization’s services on a daily basis so it can give you a really broad picture. And, you know, i any any time you can have any type of a tool that shows sort of relationship management for a mapping tool, you know, i’m all for that, okay? And you and i have talked about too, that prospects don’t only come from donors and fund-raising quote fund-raising prospects. But could be employees or vendor’s vendors to the organization or consultants. Right? Right, right. So these are all the types of relationships that you can manage in a system, you know, ideally, you know, a picture scenario where you are a ah non-profit executive at a small commit sides non-profit and you get a phone call and somebody says, you know, hi, this is, you know, tony martignetti i’m looking to talk to you a little bit more and expand on our last conversation. If it’s me calling, you probably should hang up, but it’s using some other example? Yes. You know, you would want to be able to instantly trying to recall well, gee, what? Tony and i last talk about what were the talking points? You know what? What was his area of interest? Right? So ideally, if you’re, you know, at your computer, will you be able to just, you know, put tony’s name in there and pull up some sort of a data sheet on tony said that you’d be able to track what what were our last conversations? And, of course, you know, this is really important. There’s a lot of turnover right at non-profits so, you know, you want to be able to have that that that long term relationship tracked a donor doesn’t care, right? They don’t care that there’s while they developed relationships with key personnel at the non-profit but in terms of the overall longevity and their commitment to that non-profit organization, whomever that executive director development director is, um, he’s probably not as important as the overarching mission and trying to make sure that that there’s that continuity that people will continue to understand what that donor’s intent is what donors specific interest are. Yeah, it becomes quite embarrassing to say, you know, someone who’s new in the position, you know? I don’t i don’t really know what what conversations were before me, you know, it all just needs to be documented. You’re right for the institutional knowledge and continuity, yeah, absolutely, really critical and donorsearch budget organizations are really just using some sort of a spreadsheet right now to manage this, you know, there are systems out there that are fabulous, and they really range in price. Do you want me to talk about a particular guide that can that can help them kind of identify this. And i can actually put some information on on your paige is well about it. Yeah, in just a moment. Let me just get to one of the survey questions that we had about what? What systems people are using now to manage constituent data. Fifty percent of using razor’s edge. And about seventeen percent are using donor perfect and about a third of using other other software systems. But nobody said one of the choices was it’s on paper or in our heads. And so, thankfully, nobody nobody said that. And nobody said excel spreadsheets. Good thing. So all right, so people are past the index cards, at least. Listeners. Well, this is sophisticated audience, so you’re not going to get your average executive director ceo fundraiser listening to this is a sophisticated show, so the sample is skewed. So we’ll presume that there are some who would say it’s on paper in our heads, but they’re not our listeners. They could be were welcomed them, because then after today’s show, they could choose a different answer. Find value. This’s a that’s. Right? Of course. S oh, please. Why don’t you, uh you have an idea if we had just a couple minutes before break, you have ah, a place where people can sort of compare software, is that what you have? Yeah, absolutely. June twenty eleven idealware dot org’s, uh, terrific website for all types of things having to do with technologies for non-profits they came out with a free downloadable guide that’s called the consumer’s guide to low cost donor-centric and they reviewed lots of systems, and then they go into in depth and review sort of their top ten systems and across all kinds of different, uh, data points, you know, they’re reviewing them, of course, for price. And by the way, all assistance they reviewed technically felling under the four thousand dollars range. Okay, so these are not going to be like razors edge is not going to included, right? Razor’s edge is a very high entry cost. Yeah, so i thought, well, with, you know, your your listener audience of the smaller to midsize non-profit that some of their recommendations might actually fit very well for the non-profits they’re looking at, you know, how well can you manage the donor information? The reporting, tracking events, some of the systems khun do that? Well, yeah, because event event attendees that’s another constituency, right? That’s, right? They might attend an event, but they’re not. They’re not donors in the strict out of pocket sense without any other, any participation. So event attendees another important constituency that’s, right? And they are also some of the systems will do male merging very well. Others are not as great at it. Email. How well can the system email out or play? Well with an outside system, for example, i know that there are certain databases that played very well with donorsearch software, like tapestry in constant contact or constant contact in sales force. Dot com they are two systems that integrate very well together. So integration actually is another data point that they looked at. So, you know, i recommend everybody take a look at that particular guide because it’s free it’s downloadable um and idealware is actually having ah, replay on their webinar that they have on that particular topic as well. And i happen to have received an email. Just tweak that they’re having a sale on their recorded webinars. So for this month, only august it appears that they are nine dollars to download the past recorded webinar. Okay, but and the the survey sounds like sort of a consumer reports of of c r e m now does idealware this is important to know his idealware create today of their own software package or now that they’re not in that business there just a value. They’re reviewing it, right? They will value you don’t. Okay, so we’ll put the idealware dot com. But what? What we put oh, dot org’s. Thank you. But why don’t we put the link to the this document? Go on the facebook page and in the linked in group? Sure, i can do that. Okay. Thank you, maria. You’re always very good. And maria is maria doesn’t only say she’s going to do it actually doesn’t. So the show ends at two p m eastern. I would expect now putting round spot. No, but i’ll just say very quickly. Maria will have the stuff up. I’ll just leave it there. She always does. You always. You always have been. Um okay. What? You had a conversation with a ceo of, of of of a newer, newer offering in this field right recently? Well, actually. That’s what prompted me to kind of take a look at their whole cr m area? There’s there’s a very new, interesting software out there. And it’s called unify o you and i f y o dot com. And by the way, it works best on google chrome. So i know that was one of the questions that i made sure that we are listeners answering on since you’re right, but since you just mentioned it, let sze get that question out. It was which internet browser or using it work fifty percent explorer. Fifty percent are chrome, and then a handful of people, i guess, have to and the about a third of those said fire fox so a third of the yeah, about a third of the half what the hell am i talking? About? Fifty percent said explorer, fifty percent said chrome and about seventeen percent said firefox. So obviously summer using multiple systems. That’s what i was trying to convey in the past minute and a half. Okay, so way. Just have a minute before break. So say a little bit more and then we’ll come back. Okay? Sure. So what it is is a technically they call it a browser extension, and if you go to their website, they have a really cool little video. And i can post, uh, on your page is, well, a link to a specific video that talks about how confused for prospect research and that’s what really caught my attention, but basically what they say is that it bridges the gap between you and your c r m so and we’ll give you a little bit more information on that. But it really completes your customer profiles toe all of your cloud applications, so it integrates with several systems already sales force dot com high rise, which is another cr m system that i’m actually not as familiar with, um, and so, since sales force dotcom does have a non-profit maria, we have to take a break hold. That thought you were just saying, since salesforce dot com does have a non-profit when we return, we’ll let you finish that sentence. Stay with us. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. 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 monty taylor dot com 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. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Altum welcome back, maria. Simple it’s. Your turn. Teo, finish that sentence on thing about sales force dot com they do have a non-profit related cr m so eyes that free budges. Do you know if that’s free? I believe it is. Yeah, i have. Yes, i was approached, i think. But it wasn’t recently by a salesforce dot com representative. I think it is free. The dover street version for charities. Yeah, i believe it is so what’s kind of cool about it is, you know, it had caught my attention was the fact that if i’m assuming now that the sales force dot com tool that non-profits air using would indeed integrate with unify oh, so if we’ve got any sales forthe users out there, i’d love some feedback. You know, through my page or tony’s page to see if it’s working well for you, but basically once you load this unify o icon up into your tool bar so let’s say then you are looking at somebody’s profile in sales force dot com you can click on the little unify. Oh, uh, icon and it will show you other other interactions that have happened with that person, so if that person has been tweeting about your organization or any email communications that have happened, you can manually put in specific notes about a person, so i’m thinking for a really small to midsize non-profit this could be a very interesting solution. Now, this is brand new. Tony okay, yeah, this is brand new, this is you launched may twenty twelve um, i had an opportunity to skype twice with the ceo of this company in recent weeks so i could get a better handle on understanding it and they love feedback. So, maria, it sze pulling in the whole web when you when you identify somebody that you’re you’re interested in? Yeah, well, it integrates best with certain platforms, but yeah, i mean, if you’re browsing and google chrome, so i was right, it has to be it only works in google chrome so far right far only google chrome, but they are looking to develop it for the other platforms as well. And, you know, i just think, it’s something really need to take a look at if if any of our listeners have an opportunity to do so and provide some feedback, they hadn’t created this. For the not non-profit sector originally, so to know that there could be this applique ability because you can have teams of people so let’s say you’ve got the executive director, the development director, maybe a program director and maybe a couple of board members be considered a team. All this data can be shared. So if you and i are on a team, tony and i want to try and figure out what? When were the last communications, it would pull an information about your last email communications okay, and are you testing this unify? Oh, maria, you know, i’ve been playing around with it a little bit, but i don’t have sales force dot com loaded here so that’s, why? I’d love to know somebody who does have it to see how that how, how that could integrate but it pulled in lengthen dad a twitter feed and i think it’s gonna have a lot of applicability it’s free right now, and it won’t stay free forever, so there will be a fee attached to this at some point. But i’ve been told by the ceo they’re going to keep it very affordable for the nonprofit sector. More broadly, when you’re looking at your your cr m software it’s important to know what, what your goals are from your from your system. Yeah, yeah, absolutely, you know, is it’s a system that is only going to be turning out donorsearch ports is this system, as i mentioned earlier, that might have to do mail merges and email marketing? Um, is this a system that is going to be able to help you track, um, interactions, right with those air critical for prospect freak prospect research? Oh, absolutely, absolutely. I mean, you think about all the points on the continuum on the development cycle. So you’ve got the prospect identification and research think about how will it play into cultivation? Solicitation the thank you, the follow-up and the stewardship i c c r m being invaluable not only for me, it’s, a prospect researcher, but certainly in stewarding donor forward. So it should have really flexibility to be able to provide additional notes. I love cloud based systems personally and don’t put me in george in jail. Now, i think the audience knows club. I think scott and i have talked about cloudgood other other other guests have, okay? I think people should know the cloud by now, i’m clear to talk. Wait, we just have about a minute and a half, though. Okay? So any cloud based system, for example, will enable any board members that you give access to the system, say they are very active and cultivating and solicited, soliciting people and meeting with people outside the office. Then they can certainly go ahead and type in notes about those particular meetings. And that again for that continuity is very, very important. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now. And her website is the prospect finder dot com maria. Such a pleasure. Thanks very much. Thanks. Always tony on dh something occurred to me as i was talking to maria, you know, wanna make sure that i’m not sounding hypocritical because i blogged and talked about on tony’s take two. My concern about charities being too much like corporations. And now here we are talking about with marie about salesforce, dot com and unify. Oh, a system that wasn’t developed for charities was developed for companies. I do think there are good practices, great practices. In the in the for-profit corporation sector that charity’s can learn from and vice versa. I think corporations could soften themselves in some ways and learn a lot from charities. It’s the it’s, the so learning from each other, that’s to me, that’s distinct from starting to, um b organized by be regulated by by the other by state and federal overseers as one that you’re really not as as as b corp to start to look like r l three sees the limit for-profit limited liability corporations, i think start toe look at so that’s the start to look like charities that’s the distinction for me between what maria and i were talking about when i blogged about this week my thanks, tio terry, billy, wendy nadella, lisa, rob, of course, and the organizer’s of fund-raising day twenty twelve as well as maria next week grow your grassroots. Michael o’brien is a consultant and a grassroots organizer. Why this might be good for your organization and how do you get started? We’re talking about bringing new people to your cause and how to keep them excited about your work through the grassroots. Also, scott koegler returns. He’s the editor of non-profit technology news in our tech contributor you know i’m gonna be talking about devices, laptops, desktops, mobile we’re all over. Social networks checked out are linked in group facebook page maria will have the resource is up there? Follow me on twitter and use our hashtag non-profit radio. Also, i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals. If you like this show, you might like fund-raising fundamentals it’s on itunes, it’s, a ten minute monthly podcast devoted to fund-raising continuing to wish you good luck in the way that performers do around the world. I want to keep this up because it’s fun and and i can do whatever i want on this so house with buy-in bruv house won’t buy-in bro that’s german for break your neck and your leg like we would say in the u s break a leg. Germans want you to go further because they have a large orthopaedic surgeon constituency, so they weren’t broken necks and legs and my thanks to janice taylor for these language lessons and contributions. Do you have one away that foreigners greet performers that are just about to go on stage and what they wish them how they wish them luck. Share it with me, let me know, and be sure and tell me how to say it. Our creative producer is claire meyerhoff. Janice taylor is our line producer. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p m eastern on talking alternative broadcasting, which you will always find at talking alternative dot com. I didn’t even think that shooting. Good ending. You’re listening to the talking alternate network. You get anything. Dahna cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. 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049: The Morning After (The Big Event) & Giving USA 2011 Report – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Lisa Reilly, executive director, The Emelin Theatre
Tara Slone, principal, Marketing Matters
Jessica Weber, principal, Jessica Weber Design
Holly Hall, features editor, The Chronicle of Philanthropy
Robert Evans, editorial review board member, Giving USA

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

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Welcome to the show, this is tony martignetti non-profit radio, and i’m your aptly named host. We’re always talking about big non-profit ideas for the other ninety five percent help you were with me last week when i had a conversation with ken berger, president and ceo of charity navigator ken came on the show and announced charity navigator three point oh, we talked about the directions that cnn would like to move non-profits toward and how it’s inducing them to get there this week, the morning after the big event, three guests explain how best to follow-up your events and why it’s important to include follow-up plans in your pre event preparations. This is the first of my interviews from the exhibit floor at the fund-raising day conference in new york city last month. Then the e-giving yusa two thousand eleven report holly hall, features editor for the chronicle of philanthropy, will be with me to talk about her concerns from last year’s report and whether they’re answered in this year’s. This is a follow up to our discussion a few weeks ago on the show, then i’ll be joined by bob evans from the reports editorial board and he’ll share some important conclusions. Fromthe e-giving yusa two thousand eleven report in between the guests. As always, tony’s take two at roughly thirty two minutes into the hour. This month is the one year anniversary of the show, and we’re bringing on some regular monthly contributors, a team for legal compliance and a prospect research guru. I’ll introduce you to them on tony’s, take two. Also, if you’ve heard me speak and liked what you heard, that i’m going to ask for your help, both of those on tony’s take two in between today’s guests. Right now, we’ll take a break, and when we return, it’ll be the morning after the big event. E-giving didn’t think the ending the ending, depending. 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. Buy-in 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 am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one i want to make your current relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven, we’re at the marriott marquis in new york city. My guests right now are lisa reilly, tara sloan and jessica weber. They’re seminar topic is provocatively the morning after the big event. Lisa riley is executive director of the ml in theatre. Tara sloane is principal of marketing matters limited, and jessica weber is the principle of jessica weber design incorporated. Ladies welcome murcott so let’s, start with you what hyre what? What can we do to extend the reach of events after the event is over? Well, i think there’s some sort of standard practices that we all think of as being kind of businesses, usual things, like remembering to thank our attendees after the event and one of the things that we suggested this morning is that it’s particularly useful if in that, thank you, you’re making sure that you’re still talking about the mission of your organization and that you’re extending the feel of the event and reiterating for people why they came to the event and what it was about, and we found in particular at the emlyn that one of the effective ways to do that is if you include a link to back to the website or to say there were pictures of the event to make sure that people have a reason to come back and look again at what you’re doing with these. Are you sending that? Thank you? Buy paper mail and also by email. So the link is wait, do about okay, terra is there a suggestion you’d liketo open with for extending the reach of events? Speak a lot closer, please. I think one of things we talked about is how important the pre planning for the post event is meaning planning in advance of the event. Who will do what? When the event is over. And while that’s often thought of as a boring task, it’s one of the most important it sounds like something that typically gets for gotten in planning for the event. Is that it’s? Not only for gotten but when it’s remembered the thought is, oh, we should have done this weeks ago. How could we have left this for you? Because the day after, people are excited about about what just occurred there, patting themselves on the bath about the event, but they’re not necessarily ready. Teo gear up the energy required for post event. So if the pieces have put into place before hand, they’re able it works much more successfully. Thank you. And jessica, what advice would you like to open with for extending the reach of events? Well, basically, we have a design from that only works in the not-for-profits sector. We encourage our clients to create brochures talking about their mission that are included in the event material and after the event, when lisa sends out a thank you letter to her attendees that she include a small brochure on the organization and some giving pieces so that the e-giving opportunity keeps going on after the events over really so it’s appropriate to include a solicitation material in the thank you for coming sometimes it is absolute terror is nodding. Also, please support it’s definitely important and it’s it’s really critical because we would assert that events are not just about the event it’s about building a relationship with all of the people who attended the event. So one of the ways in which which you build the relationship is immediate communication, post event and inviting. Them to support the great cause that they attended the event. Ok. And lisa, in your work with ml in you don’t get objections to solicitation material it’s included in the in the thank you for coming, we’re actually i think it is organization specific, and we’re a little sneaky about it. Good. Well, let’s, talk about it on dh. What we do is our event is near the beginning of our season. We have our event big event in october, which is the beginning of the m ellen’s performing arts season, so our thank you asks them to come to the theater when they come to the theatre, we asked them to give money so rather than including the asked directly in the thank you, we know that we’re going to have other opportunities to continue to build. That relationship is, tara says on one of the ways we want to build that relationship is to encourage them to be at the theater often. Okay, so, tara, let me ask you the same question that since you’re advocating this, your clients are not getting objections to solicitation material sent in the thank you, i think, if if it is done tactfully it works on clients are not objecting and remember that many of the people who are attending the events are guests of other people so they may not have. They may not have necessarily made a contribution yet individually, so this gives them the opportunity to just get sound like you want to say something about doing this tactfully, inappropriately, and another way of doing that is also to send out a newsletter a month or two after the event, to all the attendees with pictures of the event and talking about it so that you start to capture a family of friends it’s really important when you have an event to capture the people who are there to make friends for life, and by doing a newsletter every three or four months, it gets that across, and we also include e-giving envelope in the news, all right, but let’s talk a little more detail about that that first thank you that they get afterwards doing that, including a solicitation in that and doing it tactfully, appropriately what’s your advice for for that first communication after the event, well, usually the development director of the executive director will send a personal note thanking them for their attendance and personally signed, never a mass mailing. Absolutely even if there’s seven hundred fifty people, even if they’re seven hundred, the waldorf seven, because basically, how often do you get astounded when you actually get a hand written letter with a stamp on it these days? You know, it kind of knocks you out because everything is pre printed, so that little personal note with a real stamp means a lot to donors, okay? And about a terrible i just would like to suggest that one way to do a mass email let’s, say and make it meaningful is to give the guests of the event ideas ways in which the funds will be used. So talk to talk about the specifics, programmatic elements of the agency and let so in other words, for so and so amount of money you are contributing to support this cause, they’re program that we have for the next level, this is what you’re so that really makes it more personal and compelling beyond that would be something that they get right after the event terror right after the event, ok? Yeah, you’re listening to the talking alternative network. Geever are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. 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 lisa, are you spending any time at the event preparing attendees for the follow-up that that the theater is going to send? Well, we make because it is the beginning of our season, a big part of what i speak about it. The event is what’s going to happen at the theater over the coming months, so they know that they’re going that we want time to attend, but also that we need their support to make those events happen. And so there is a kind of, um, nuanced, i guess, you know, sort, subtle pitch to say to people that this this kind of work which is meaningful in our community doesn’t happen unless we have your support, and so part of your support is coming to the gala, but the next part of your support is attending the events and and picking some of these very specific projects. So, for example, last year, the theater needed a new protector because we have a film siri’s and saying to the gal audience, you can help, and this will make a real difference in how we can deliver our programs. Jessica, do you have advice on that about the same? Question i asked lisa preparing people at the event for the follow-up that’s that’s going to come? Wait do advise our clients were basically a design from we’re not a development firm so good. So that it’s usually our development director that will tell us what they need created to soon? Yes, in terms of design of the of the evening. Exactly. Did you have something, please? Yeah, so i just like to add that part of what i was, what i was opening with a minute ago was the idea of how the pre event planning, how important it is, and by working with the event committee and the board in advance of the event to determine what next steps might occur. For example, we might have a parlor events at so and so’s home planting, planning and then planting the seeds for those events at the main event. So in other words, tony, you’re you know, we’re going to invite you in a few weeks to join a mission coming to learn more, and it could be learned more about the agency or it could be we’re going to give you more value because we’re going to deliver. Some content that’s relevant to the mission of the organization, you’ll be interested in hearing this. I’m gonna shift a little bit what’s your advice, anybody about a situation where you have, uh, chair of an event, and i’m now i’m thinking bigger event, not like you were just talking about lisa tower, maybe a parlor event, but something larger and really all the all that chair is willing to do is share their vendor list and show up that night and share the event they’re not motivated around all the planning and to are to the point of your seminar, the post event work. Anybody have advice for that? Working with difficult chair who has to be the chair? Well, i think in the m ellen’s case, what we try to do is build a strong committee, so that because it certainly does happen that there are sometimes prominent people who are for one reason and others selected to chair an event who either are unwilling or unable just to spare the time to do the kind of rigorous, detail oriented work that needs to be done. And so we find a larger committee who will commit themselves to that kind of detail work that’s also the work of the board, frankly, so we prepare our board to say, you know, part of their job is to go to the gala and have fun, but another part of it is that they’re out talking to people about what we’re doing, and i think another way you can think about that is when, for example, of boardmember is engaged with someone who says, i really like the dance siri’s at the emblen one of the things that boardmember is doing is cultivating that person as a donor, coming back to the staff, coming back to the board and saying, you know, joe told me he really likes the dance siri’s, how do we make sure that joe’s engaged in the dance siri’s so there’s lots. I think there are lots of ambassadors, and the chair is a very visible ambassador, but not the only ambassador. Actually, we’re going to that. Come back to the committee in a second with lisa reilly, tara sloan and jessica weber. We’re talking about their seminar at at fund-raising day two thousand eleven, which is the morning after the big event. Let’s talk more about the committee the committee is critical. Jessica, what did you want to add to the sum a committee? It is critical to helping the organization get the event off the ground, whether it be working with the auction, the silent auction, even when we designed all the graphics there’s, always someone on the committee who we work with to make sure that the designs we create reflect the evening and each i mean, i’ve sat personally on many committees and it’s imperative that you get a really active goodcompany he’s. So let’s talk about that who’s best to talk about recruiting the right committee, who wants to go ahead. So in terms of the right committee, i would assert that it’s really important to have people who represent the different target segments of your population. So whether that’s from a geography standpoint, you have people on the committee who represent different geography is or you have people who are different ages representing different prospects and current supporters that you really think through, make sure the committee is representative of the people you want the agency to read, to be able to reach out to, okay and understanding at the same time with respect what lisa said, that they may be supplementing a chair who’s unable or unwilling to do a lot of the heavy lifting. Yes. And in addition, while there is often one share, there are ways in which to have journal chairs or committee chairs so that you’re giving that chair roll to more than one person, particularly in the situation where thie it may be that one of the chairs is in name only since the topic of your seminar is extending the reach of the event let’s switch to ah smaller event may be it is a parlor event elearning half a dozen or a dozen couples in someone’s home is the is extending the reach of that event different than the larger seven hundred fifty people in the waldorf. This aria is there. Is there more any more personal approach? Because it was an event with just twelve or twenty twenty people. How do we, uh, how do we follow-up to those smaller, more intimate events? So i think the smaller events you have fewer people to connect with and you have a more personal experience and more of a one on one with the people who attended so it’s very easy to pick up the phone so a phone call and find out what it was interesting to the guest about the organization and what they’re interested in going forward learning, knowing, supporting, okay, but doing it by phone. Lisa does emelin host small events like that? We do have some smaller events, and in one sense every performance that we hosted the theater is a smaller event, and one of the things that we found is very important at the theatre is that someone either myself or one of the board members welcomes thie audience on dh makes a real pitch for people to be actively engaged, whether that’s e-giving time or money or bringing coming to another event. I think one of the challenges in a small organization is people sometimes are a little hesitant to make the ask and sort of closed the loop. And to me, when you say, you know, what’s, the difference between a big event and a small event at our smaller events, the real challenge is to make sure that we have said very specifically we need you and we need you to give and we need your time and that can feel difficulty in a smaller room than in a bigger room. But it’s absolutely the reason tohave a smaller event and making sure that that actually happens both at the event and after the event, and plus the people you invite to those smaller events are typically more committed, or and maybe you’re asking them to bring someone who doesn’t know the organization very well, and that might that might be a strategy for broadening the reach, right, it’s all about personal relation in ship. So if the person who invited them is a dear friend or family member, they are more likely to be very positive. Lee predisposed to getting a phone call or personal touch from the director of the organization who their loved one cares very much about jessica. Thanks, tara. What about use of social media? Can you can you talk? I know you know you’re work is designing the event. What are you thinking about using social media in extending the events? Reach? It really depends on the size of the organization and if they can, in fact support social media, we have larger clients who have someone completely. Devoted to it, who’s writing the block whose our problem is that if an organization doesn’t have the manpower to support it, there’s nothing worse than going and seeing a block with six months old right here. This is a lot of apologies were sorry for not blogging sooner. More and more recently, for junior committees, i think social networking is fabulous when some of our groups are clients have junior committees and junior memberships, they social media is the way to go to connect for them and most of their invitations or invites great since you you please dara. Increasingly, i think facebook is a must have for an event and the earlier that you get the facebook page live and the more people that you can get to friend the page, the more valuable it is and it’s interesting, because just a few years ago i didn’t even exist, you know, now we’re having a contest. We’re giving away three ipads outsourced to ipads at three thirty, so if you each like the facebook page before you leave, which were set up to do right here, you can join the contest. He’s a younger events jessica raised that elisa, are you are you cultivating people in their twenties and say up to mid thirties and emily very much we are, i think that that’s ah difficulty audience for performing arts organizations in particular, tio teo, particularly the suburbs, perhaps to garner there are very they certainly are very different about how they engage with social media and print media. Where, just tell us, where is the evelyn theater? We’re in westchester, so we’re just north of new york city in a town called mamaroneck. Wait for it all that’s, not it’s, not upstate new york it’s not upstate, but it is not below fourteenth street. People from the city think of it as a lot of people from the city think of his upstate. I live in the city, but i don’t think of that, all right? So younger people in the suburbs not so much coming out for theatre, not so much to a performing arts centers. They i think there’s a different way that younger people engaged with the arts. They are more likely, for example, to go to a club somewhere where they can move and dance and interact as opposed to sitting in a seat and watching something happened, andi that’s not just true in the suburbs that’s if you look at places like the ninety second street y here in the city, you’ll see that they’re discounts for younger attendees because it is a challenge to get people below a certain age to engage in that particular format. Andi, i think they’re uneven. Bigger challenge, frankly, to engage in your fundraising efforts. Your work is designing events. Let’s, talk about designing events, jessica for people in their twenties. What do your thoughts there? Well, we just did something that was a skating thing in woman woman drink it was very successful. It was for one of our clients who only wanted to reach out to thirty and unders, and we didn’t even fight. There was facebook page and it was very well attended. It was a way of getting younger new yorkers to get involved with in this case is the new york city police foundation, and slowly, we’re hoping that the organization will nurture them so that they’ll become bigger and bigger contributors, and most of the time these events are not very expensive two hundred fifty dollars or less, they invite their friends and it’s, a way of store getting them into become donors, you know, it’s, a way of educating them. So one. One of the things that we think about do is that building thie relationships is all about building a tribe of people who care goldenburg tribe and the so to build that younger tribe, you need a few key younger people who care about the organization and reaching them. And identifying them is a one on one conversation. Jessica weber, lisa reilly and tara sloane there. Seminar topic was the morning after the big event. I want to thank you very much for joining tony martignetti non-profit radio coverage of the fund-raising day conference two thousand eleven. Ladies, thank you very much. Thank you, thank you. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Oppcoll hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s, time for tony’s take two at roughly thirty two minutes after the hour. This month is the one year anniversary for the show, and i’m really pleased, excited tio bring on some regular contributors to the show. Of course we have scott koegler who’s, our tech contributor he’s, the editor of non-profit technology news, and he joins us once a month. Teo, help explain technology and it’s used for non-profits so we’re going to bring on some additional experts one set in july, and then someone in august joining me starting on july twenty ninth is going to be jean takagi and emily chan. They are both attorneys, the their practices, the non-profit and exempt organizations, law group or neo-sage is in san francisco, and jean is also the publisher of the non-profit law blawg, dot com and emily is a frequent contributor to that block again, they’ll be with me first show on july twenty ninth. Then on august twelfth, i’ll be welcoming another regular contributor, prospect research expert maria simple maria is the prospect finder, and you’ll find her at the prospect finder dot com she’s goingto share prospect research advice for your non-profit and she also will be on once a month again. First show august twelfth have you heard me speak and have you liked it? Check out my block post, which is called have you heard me speak and liked it? That’s an m p g a d v dot com someone is compiling a list of the best speakers in philanthropy, and i’d be grateful to have your vote. The details are at that block post on my block, and that is tony’s take two for friday, july eighth. Coming on now is holly hol. Holly is features editor for the chronicle of philanthropy, welcoming her back to the show. Holly welcome back, pleasure to have you thank you. Glad to be here. Thanks. We’re talking about the e-giving yusa two thousand eleven report. So just to recap from your last appearance on this show in in june, there were some concerns we talked about from the two thousand ten report, which was on two thousand nine’s e-giving can you just recap a little bit? Yes, e-giving you say estimated that individual e-giving help study in two thousand nine and declined overall for total giving by all sources by just a small percentage point. And we thought that that was a little suspicious given our calls all over the country, showing much steeper declines in two thousand eight and nine. Okay, so this year, giving us a came out and has revised figures for, oh eight and nine and so now they’re reporting a cumulative thirteen point two percent drop in a way, and nine cumulative droppin await no nine. And how much of a drop from oh eight. Two o nine. Because that was the that was the two thousand ten report on two thousand nine giving. So what was the well? Okay, it was there now saying in a six point two percent down adjusted for inflation and no nine and another seven percent down in eight that’s a cumulative thirteen point two percent. Okay, it was the steepest drop in the fifty six, um year old survey. Okay, so it’s saying that e-giving is not quite as resilient as we thought in in a recession or in a battle bad economic time generally that’s, right? Ok, because the belief had been that it was quite resilient. But then how does that compare to the to the downturn? Let’s? Say, in the dow or, you know, in another stock into season. It’s. Not as bad as that that’s. True. First of all, i think we all have to keep in mind these air. Just estimate. And we may never know how much e-giving fell. But it is. Nice to see that that these figures have been adjusted to be more in line with what many organizations experience during the recession on, and it wasn’t just your chronicle philanthropies research, but there were other organisations as well that we’re saying that e-giving had declined considerably from a wayto nine yes, sir been several studies that show that on the council for aid education found a steep drop e-giving colleges and universities, thie association for health care philantech be found a double digit decrease e-giving um and ironically, the shevawn philantech rezone research wealthy individuals found that the wealthy decrease their giving by large margins as well. There was also concerned because two advisers to e-giving yusa, professors service and havens, schervish and havens i had questioned the two thousand ten report after they did some of their own research on two thousand nine giving we talked about this a couple of weeks ago you and i and they had factored in consumer confidence and unemployment have you seen any change in the methodology? It’s giving us a tow to factor in variables like that? Yeah, state. It’d make a change to look at patterns of personal consumption. I asked them why they didn’t use consumer confidence, and they said that they would much rather look at actual spending rather than confident. They thought that a better measure, okay, and how about unemployment and any measure of that variable? They didn’t look at that, okay, are they not o k now, we didn’t invite someone from giving us a talk about the methodology of the report, and they weren’t able to do that on. We do have bob evans coming, but he’s going to talk about the editorial side of the report, not the methodology side he’ll be on shortly. Holly, were there other things that you were looking for in this year’s report on? Did you find them just the correction? They now show that giving in twenty ten increased by about two percent. But that’s it still far from making up for the thirteen over thirteen percent drop that was found for the two years of recession? Sure, but we’re still not back to where we were. Another interesting thing about the survey is they showed that corporate giving corporate support went up, and that does not really but dive with what we hear anecdotally, and it totally. Corporate giving is very challenging for many groups, and they still haven’t recovered losses that they endured during the recession years. One possible explanation for that. Maybe that companies are donating more products. In-kind donations. Non-cash. Okay, e-giving in different ways, in-kind and maybe volunteerism to, i think, is one of the conclusions than cash. Holly. We have to leave it there. I want to thank you very much for summarizing and coming back on the show and following up, thank you very much. Thank you, tony pleasure. Holly halls, the features editor at the chronicle of philanthropy with me now is bob evans. Bob is founder and managing director of the hl consulting group, but he’s here in his capacity as a member of the editorial review board of giving yusa bob evans welcome to the show. Good morning, pleasure with pleasure to have you. Thank you, thanks for joining us. E-giving yusa has ten pretty pretty firm conclusions based on it’s ah, it’s research. Why don’t you just remind the audience what the methodology is, what the process is generally behind e-giving yusa and then we’ll get into a couple of these conclusions that you have e-giving us favorite. Very. Data from a variety of sources, including the i r s and and it would be a reflection of friends in america in every nation. Lovely, elegant about general figures, a revised and additional agents and data that the irs from for-profit filing vigils and patient foundation. But accurate. Careful analysis, general. In fact, bob bob, i’m going to interrupt you. Would you would you mind hanging up, please, and calling right back? We have awful connection. Okay, thank you very much. This is bob evans, he’s on the editorial board of the e-giving yusa report and he’s, unfortunately, cutting out kind of badly, he was saying that it is an annual report and it is revised twice. So azali hall pointed out the the each report is an estimate. So we want to be fair to giving yusa recognizing each report is an estimate, and then they do revise their numbers. Twice after the initial report, a cz bob evans was saying, bob, you back with us? Okay? I’m hoping we have a better connection. Let’s move to some of the conclusions about e-giving one of those is that americans remained generous in difficult economic times. What? What? What? Leads the e-giving usa and e-giving institute, the sponsors of the over report. Teo, conclude that even though it’s been a great fashion over the last several years, america funded credibly, where there were hills forgiving and kills for make failed at all of this. Bob, but i’ll tell you what way have awful connection. You’re just, you’re not coming through again, out let’s, do this. We’re gonna take a quick break. The producer will call you and give you some some advice about how may we can improve this. So so why did you hang up? We’re going to take a break, and when we return, it’ll be bob evans talking about giving yusa two thousand eleven report stay with us. I didn’t think that shooting the good ending things, you’re listening to the talking, alternate network duitz get in. I think. Cubine looking to meet mr and mrs wright, but still haven’t found the one. Want to make your current relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. 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 do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience. I will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. Bonem metoo welcome back, we think we’ve got technical problems solved and a much better connection with bob evans. Bob, you still there, right? I’m here. Ok, that is much, much better. This is an important point, so i’m actually going to just ask you to repeat what you had said about the giving us a report conclusion that americans remained generous in difficulty. Economic times. Americans have never shied away from giving to legitimate non-profits across united states and in fact, across the globe, uh, two hundred ninety one billion dollars were restricted to non-profits during two thousand him according to the giving us a report. And even though that’s a slight uptick from what was deceived or reprogram reported both in two thousand eight and two thousand nine, this is a great testimonial, two american generosity, no other country, no other group of people anywhere on the planet given generously give us frequently and give us passionately as what has been the result over the last year. And i think this is something that is to be highlighted e-giving is a certain it is certainly an important part of the us economy and i respond. People respond when called upon. And where there is a n’importe need to balance, i think you heard holly hall. She was on just before you there was ah declined a thirteen percent roughly declined a cumulative decline in two thousand eight in two thousand nine because of the recession, i have admitted, you know, that there’s a, uh, impact on the economy that does reflect in terms of e-giving but still e-giving was very serious component of the us economy, and that will not vanish. Another conclusion is that planned e-giving must and that’s that’s the reports word must be incorporated into fund-raising plant e-giving of course, the long term giving through wills and charitable trusts, charitable annuities? Why does the report conclude that plan giving is so important approximately eight percent of all giving in america? I came from the plant giving or the quest in two thousand ten, so we’re talking about twenty three billion dollars worth of, uh, support for non-profits this is more than corporate giving and is very serious effort, especially as baby boomers are aging and as americans are aging, that one of the things that were saying to non-profits across america is that you must incorporate a plan e-giving component into your fund-raising master plan if you’re not concern cering plans giving, you are really going to be left out in the er the wild, because this is such an important part of activity. But now the colleges and universities of america have really been working the baby boomer population and it’s starting to pay off handsomely for them in the form of a request. Okay, that eight percent figure that you cited that’s eight percent of total giving or eight percent of the individual giving number it’s eight percent of all giving in america. Okay, and i think these first two conclusions that we’re talking about that americans as individuals remain generous on dh, that plan giving must be incorporated, that that points to the importance of individual giving. And in fact, when one of the things that we say is that eighty, eighty seven percent of all giving in america truly comes from individuals living in bed because a certain percentage of foundation giving and be attributed to individuals and a certain percentage of corporate e-giving can be attributed individual, and you’re able to tease that out in the reports and for us, yeah, yeah. So that’s the week day, eighty seven percent of all giving comes from individuals living in bed. Okay? And that includes the foundation and corporate support that individuals are responsible for definitely a component of corporate giving and a component of foundation giving indefinitely, and the foundation support was not reduced as much as foundations had threatened or thought would be the case. We had expected much deeper cuts by federation by foundations in two thousand ten, primarily because foundation many foundations, especially large one stepped up during the great profession with larger than expected support for non-profit projects and causes uh, because most foundations use a three, four or five year rolling average in terms of return on their principal, we had expected much deeper decline from foundations. But thankfully, wall street cooperated and the portfolios of foundations uh, we were able to recover very significantly from the downturns of two thousand eight and nine. So the non-profit world on received much stronger support than we would have projected. I think that this will be a question mark that also will continue for another year or two as foundation portfolio. Try to recover what they had lost during the great recession what’s. The proportion of total giving that foundation support contributes foundation support his response for forty one billion dollars, or about fourteen percent of the pie for two thousand ten. And just curious. How does that compare with corporate support? Corporate support is only five. Okay, so that it that again, when you add individual giving, which seventy three percent request e-giving which is eight percent foundations fourteen percent in corporate at five, one hundred percent, you know? And we have just about a minute and a half before we have to close arts and culture giving so increases. What can you tell us about that? I think culture go up and down like a yo yo, especially because of very large e-giving both from individuals, dam’s foundations. In two thousand ten, our cultures saw a larger piece of the pie. Five for them was four percent. And we think this is a good sign about future support for the arts in america. But that increase was due to some, i guess, a few very large gifts. So there’s. Very, very large. Uh, which is also what impact this category of the ten categories. All right, so so that may mean for most arts and culture organizations, unless they were among the few who got some of these large gifts. They may not be feeling that that increase that’s, right, but it’s been is a mentality here is that we believe has turned around, and we’re especially optimistic and are telling that our clients that they have to work harder and ah, very directly with donors at all levels but were especially out to think about that category. Bob evans is founder, managing director of the e e h l consulting group, and he was sharing his expertise a za member of the editorial review board of giving yusa bob, thank you very much for your time. My pleasure, it’s been a pleasure having you i want to thank lisa reilly, tara sloan and jessica weber from fund-raising day two thousand eleven on dh, letting us replay that interview from from june and also, of course, holly hall from the chronicle of philanthropy and bob evans from the editorial review board of giving yusa next week. Partnerships, joint ventures, mergers and acquisitions sandra lamb of lamb advisers talks about collaborations of all kinds between non-profits when are they? Write for you when should your board be talking about? Um, how do you decide what organizations to collaborate with and what’s the process, then engaging generations x? And why leslie goldman and casey rotter from the us fund for unicef share their expertise in this area. They are both in those generations, but i did not ask their ages all of next week’s guests were recorded at the fund-raising day conference in new york city last month, and in the coming weeks i’ll have even more of those conversations from fund-raising day you can keep up with what’s coming up by signing up for our insider email alerts, go to the facebook page, facebook, dot com and then the name of this show sign up there for the alerts and, like us, become a fan of the show, you can listen to the show anytime on the device of your choice by subscribing on itunes, and you’ll find our itunes paige at non-profit radio dot net, the creative producer of tony martignetti non-profit radio is clear meyerhoff today’s line producer and the owner of talking alternative broadcasting is sam liebowitz. Our social media is by regina walton of organic social media. This is tony martignetti non-profit radio for july eighth, two thousand eleven. I hope you’ll be with me on july fifteenth, two thousand eleven, right here on talking alternative broadcasting, always at talking alternative dot com. I didn’t think that shooting the ending. Cubine you’re listening to the talking, alternate network. Things get e-giving duitz looking to meet mr and mrs wright but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more start your week off with love in the morning with marnie alison on talking alternative dot com. 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? 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