125: Giving: Looking Back & Ahead – Tony Martignetti Nonprofit Radio

Tony’s guest this week:

Rob Mitchell, CEO of Atlas of Giving

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent you know me, i’m your aptly named host. I hope very much that you were with me last week don’t let me hear that you missed social media data to find advocates, leaders and hidden vips. Casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud shared ways to leverage social media metrix to find hidden gems among your constituents, and that was pre recorded at the bb con conference that i was at last october and get engaged for amy sample ward, our social media scientists and regular contributor she’s, the membership director for in ten non-profit technology network, and she continued our siri’s on serious engagement through the social networks, looking at staffing, who should staff your social engagement? How much time are they going to spend and what policies do you need? This week e-giving looking back and ahead. Rob mitchell, ceo of atlas giving atlas of giving, tells us how giving did by sector source and state in two thousand twelve and how it will do in two thousand thirteen what sector increased most how did you fare? Compared to the larger picture and what’s ahead? We’re going to give away a few three hundred forty nine dollars atlas of giving subscriptions that will allow you to get instant personalized forecasts for a year, and i’m very pleased that rob is with me for the hour, about midway through tony’s take two my block this week. Is the charitable ira rollover revived? I blogged that last week also, but there’s still, the january ketchup provision that’s available for your donors to make gifts from their iras, and i’ll talk about that. It is now my pleasure to welcome to the studio and back to the show. Rob mitchell he’s, the ceo of atlas of giving, which is at atlas of giving dot com yes, thirty years working in and around non-profits as a fundraiser, executive and consultant, the atlas of giving measures analyzes and forecasts charitable giving monthly by sector source and state, and i’m glad to welcome back to the show in the studio for the first time. Rob mitchell, how are you? I’m doing fantastic, tony, how are you? I’m well to guide you. You’re visiting from texas, right? I am it’s. A we don’t get this kind of weather in texas to off yeah, we’re in the thirties way have been for a few days dahna let’s talk about the methodology let’s re acquaint listeners who may not remember from last january what’s the methodology of the atlas of giving. Ok, well, it goes back tio my experiences, a practitioner, most recently at the american cancer society running the fund-raising programs for the society and i was always frustrated that there was no benchmark that i could use to measure are giving on a contemporary basis the only measurement that was available at that time was giving yusa, which comes out in june mid june, following the giving year and our fiscal year there started in september, the giving us a numbers weren’t particularly useful to me anyway. Bottom line i had a hypothesis and a hypothesis was that charitable giving was directly tied to certain factors in the economy and demographics, and if we could identify what those factors were, we could build a measurement device for measuring charitable giving as it occurs and perhaps a forecast, and i’m happy to say, we’ve been able to do both very successfully. So what we were able to do on what we started with was we we looked at over seventy five different demographic and financial variables econometric down. Is that true? It’s condom actress it’s an album that work, this is a very highly educated all right, great it’s an algorithm, and so what happened was we gave a team of twenty five phd researchers seventy five more than seventy five variables to look at, they came back to us on a national basis. We also gave them forty two years of published e-giving data to look at, they came back to us, they said, ok, these air, the factors that affect charitable giving, and we’ve built an algorithm that when matched against forty two years of published giving data matches with a correlation of coefficient of ninety five and a half percent, which almost never occurs. Okay? And so since then, we’ve been able that was for national giving the toll picture. Since then, we’ve been able to develop specific algorithms for each of nine sectors and for each source of giving individuals, foundations, corporations and bequest and four fifty states in d c okay, excellent, and you can do this looking back and also forecasting for the future. Yes, one of the great things about the factors that we now know affect charitable giving that charitable giving is directly tied to is that we know that many of those factors have already very successful multi year forecast. So we’re able to incorporate those forecast into our our algorithms to measure cheered will giving to produce a very reliable, very accurate forecast, in fact are variants for the last two years on our twelve month forecast, which is the has the most variability it’s kind of like weather. The further out you go, the less accurate it becomes. But our variants this year, for example, was about one and a half percent okay. Ah, how many data points are we talking about? Well, there are literally dozens, it depends on which algorithm you’re talking about. Some of the algorithms are in terms of input variables our it’s on ly a handful and others are more complex, and they range everything from i think most people are aware that charitable giving is tied in some way too gross domestic product, okay? And so many of the variables include gross domestic product. But they include everything from home sales and consumer confidence to even auto parts sales. Believe it or not, really okay, i had a guest on lately who made an analogy between e-giving fund-raising and selling cars. He had an interesting infographic, sort of whimsical, but was making making the point. So now there is an automotive off relationship, okay, unemployment, mazarene heimans huge unemployment well, it’s, it’s huge in some sectors and some sources, obviously individual for individual giving. And you know, tony, one of the things we’ve learned through the process of creating the atlas now on running it for a few years is that the charitable giving machine is very intricate. And so how an organization raises money is oftentimes mohr important related to the economy than what sector that they’re in? And one example i would give you over the last two years as unemployment’s bin as, you know, very high and by historical standards so unemployment’s been high that has a huge impact negative impact on those organizations, which primarily rely on small lots of small individual gifts. I’m by the same token, the organizations that have relied on on major gifts, colleges and universities. Is an example. Thie education sectors done very well the last couple of years, but the stock market has done exceptionally well the last couple of years, and the unemployment rate for college graduates their alumni is less than half of what the overall unemployment rate is for the u s this is all very interesting level these moving parts now you have close to a million data points. Is that right? Are is that right? Or, you know, one of the one of the things is a very high number nine hundred ninety thousand something you’ve got nine hundred ninety thousand data points and so that’s that’s about fifty years of giving history and all the variables that are involved. And so we’ve used that now to create what will be an instant custom forecast for organizations to be able to use, and the reliability is still at the ninety five point, five percent or little hyre it’s, the reliability on that particular product is going to be very high it’s going to be in excess of ninety five percent. We also have what we call atlas premiere, where we actually taken organizations multiyear, giving history and build their own algorithm. We can determine what economic and demographic factors dr giving that for that with them individually for them. Yes, ok, very interesting. We have just a minute before a break. Why don’t you, uh, thi’s two thousand twelve will just give us a broad overview of two thousand twelve, and after the break, we’ll go into the details. Two thousand twelve was a solid giving year, but i’ll parenthetically say, not for everybody, okay, but it was a very good year, right? What it was a very good year. Giving was up six point, seven percent overall in the nation right in two thousand twelve. Okay, we’re going to come back and talk in greater detail about two thousand twelve and also the forecast for two thousand thirteen. After this break, stay with us talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classics, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the 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 dafs welcome back. We’re with rob mitchell’s, ceo of atlas, of giving. We’re talking about all kinds of giving last year and this year. All right, so let’s go into detail, rob about twenty twelve let’s start with the sectors who did what? What sector did the best in twenty twelve? Well, we had several sectors that were extraordinarily good. The environmental sector, though it’s, the smallest sector that we measure, had a very good year in two thousand twelve. What what’s the what’s, the proportion of giving that goes to environmental? I think environmental is about five percent of all giving. Ok? And how well did they do? They actually did very well. The environmental sector was up ten point nine percent in two thousand twelve. Okay, let’s, look it at other sectors. I’m sure you have education. Education had a good year. Education e-giving was up eight point eight percent in two thousand twelve. Okay. And disaster relief was was comparable, right? Disaster relief was comparable in large measure because of hurricane sandy or i guess superstorm storm sandy eight point eight percent also a point. Okay, religion. You had said last year that religion was a declining percentage. Of total giving it isthe continues to being continues to be so what is the proportion that goes to religion now? The proportion that goes to religion now is thirty five percent of all gifts go to religion. And was that was a thirty six last year. Was it a percent hyre or it was a percent hyre last year. Okay on dh s o education is now is declining. And how? How much religion is the client? I’m sorry. Religion is declining as a percentage of total giving as a percentage of total. How did it do? Last year in religion? One thousand religion e-giving to churches and religion was still up in two thousand twelve. But it was up less than the national average and up less when compared with all the other sector. So was up four point two percent. Okay. And you had said earlier the national average is six point seven percent. E-giving that is correct. Okay? And how much is that? How much is how much is our total e-giving from all sources? Three how much was in two thousand twelve? Three hundred little over three hundred and sixty nine billion dollars was given. To charities of all kinds in two thousand twelve. Okay, let’s, let’s. Keep it let’s. Keep looking at the sectors. What other ones have you? Have you got there? We did disaster environment, religion, education. Health was up five point eight percent. The arts were up eight percent. Human needs in society was up seven point eight percent international was up seven point three percent. And what the what we call the analogue k did sector, which includes things like donorsearch vise funds was up nine percent. Okay, now this is a world premiere of these numbers, right? These have not yet been released. They have not been released. In fact, our official press release is not scheduled to go out until tuesday. Okay, outstanding. We have a way. Have some prizes to give away. You’re giving away some subscriptions to atlas of giving for a year. Why don’t you just tell people what it is? They’re they can win. Well. Starting next week, in the middle of next week, we’re going to introduce what’s called atlas custom. And so the winners of these will be able to go on our web site with a code that that you give. Them and they’ll be able by answering six questions about giving at their organization things like what was their total giving last year? What percentage of their gifts came from foundations, corporations, individuals in bequest, those kinds of questions? They answer six easy questions, and they get a twelve month forecast that has for their organization, and we’re going to be charging three hundred forty nine dollars. And by the way, our forecast is updated each month because just like with a weather forecast, we can’t predict today what the weather is going to be a year from now in new york city, whether is a bad example, i think you should find a different analogy to make them whether well, actually trust the weather are twelve month forecast is a whole lot better than the weather. Okay, we hope so. All right, so so users so winners can go in as many times as they’d like throughout the year that they’ll get the free subscription. Sure, but the numbers are only updated once a month. The numbers are updated once. Okay, excellent. And we already have a winner. The winner came from our survey results on that is her. E mail is cheryl at ascending? Non-profits so we’re going to be sending cheryl at ascending non-profits, eh? The code. We’ll give the email teo robin, he’ll give you the code. Is that how it was going to work? That’s bad is how cheryl congratulations and one of the questions that we asked on that survey that cheryl won. And by the way, did you know we have a survey often on shows? If you didn’t know that, then you should be subscribing to our weekly email alerts. They come out every thursday. Tells you the guests are going to be that week and also has a link to the survey. You can also find the survey on my blaga tony martignetti dot com one the questions we asked is, do you benchmark your charities giving against others in your sector? And about two thirds said yes on one third said no, very interested into that. All right, two thirds. And this is atlas e-giving is perfect for benchmarking it is you want to see how you did compared tto your sector, your others in your state and in different from different sources. Well, and one thing i would say is you know, we’ve talked about this new product that’s being debuted next week that we’re giving away today, but we have a free product and the free product comes out once a month and it’s the atlas of giving report and it shows e-giving by month for the last twelve months and so you’re able tto benchmark your results by sector source and state every month, and it doesn’t cost you a dime. All you have to do is go to atl e-giving dot com okay, but what we’re giving away is the custom and custom custom forecast custom forecast. Okay, we have a way for live listeners to win that custom forecast. We’re going to give away two on twitter and two on facebook going to see how this goes. I i’m asked the first to people who tweets or put on the show’s facebook page this phrase, i’m listening live too hashtag non-profit radio and we all know the hashtag is the pound sign i’m listening live to hashtag non-profit radio tweet that right now, live listeners tweet that right now if you’re one of the if you’re the first or second person to tweet it, then you’ll win, and if you’re the first or second person to post that phrase on the show’s facebook page, you also will win. I’m listening live to hashtag non-profit radio. Go to twitter, go to facebook, do it right now and this is a good time to send some live listener love we got live listeners san antonio, texas, yonkers, new york and south field michigan is that field? Sam, i can’t read your terrible writing. Southfield, michigan, yonkers, new york and san antonio, texas live listener love going out to you and yes, we have listener’s foreign as well. Valencia, valencia, spain welcome hola. Okay, rob mitchell let’s get back to some of the numbers on san will be monitoring the hashtag in the studio, but we’re also going toe check it with the show social media manager for final results will come from regina walton. Um to what do you attribute this very strong two thousand twelve giving here? Well, there, there are several things one, as i would say, the stock market had a huge impact. The dow grew at more than ten percent in two thousand twelve, the broader market, the s and p measurement of the market cruise. Sixteen percent in two thousand twelve. That was huge. Gdpr gross domestic product, really gross domestic product, was up and accelerating in the last in the last part of the year, the last half of the year. That was that’s, always good news, forgiving. Home sales home sales are r the the best they’ve been in the last five years. Home prices we have seen the worst. It’s over home prices are on the rebound. There were there were some there’s, some great things. You know, when people think about the economy typically they think about this amorphous economy. And if you listen to too much news from the media, you get a distorted vision of what the economy is really doing because there are certain factors in the economy. I bet that most of our listeners today were unaware that start the broad stock market was up sixteen percent last i agree, i think most people aren’t aware of that. And so now the one thing that is that the year could have been a lot better, because if you consider the fact that individual giving accounts for seventy five percent of all gifts in the united states, unemployment is still a major drag. We started the year with unemployment at eight and a half percent, and now unemployment is at seven point, eight percent. So a slight improvement, but based on historical levels of unemployment still tough and here’s the thing about unemployment to when it relates to giving, if you’re out of a job or you fear becoming out of a job, you discontinue your charitable giving on for the most part, drastically reduced, and then once you become reemployed, what? What our studies show is that you are you’re giving will not continue for another couple of years after you become reemployed because you’re you and your family are making up for it, but you’ve got to catch up it’s deferred expenses, replenishing your savings, the vacations that you didn’t take, those sorts of things so charitable giving there’s a delayed effect and high unemployment and it’s huge in in in the charitable giving pie for the u s because individual giving is such a large part of that seventy five percent. One other thing i’d say on the positive side about individual giving, this was a fantastic year for what i’d call the uber gift. Warren buffett gave a three billion dollar gift this year. Mark zuckerberg, the founder of facebook, gave a gift that was a billion million dollars shy of five hundred million dollars. In fact, there were there were five gifts that accounted for almost two. Point five percent of the entire charitable giving economy, and this is a typical compared to two thousand less this is that this is the year where i would say is the the rebound of the nine figure gift and s o we haven’t had gifts this size in the last couple of years, and this has been good, okay? We have a couple of people who have tweeted the phrase durney i i’m listening live to hashtag non-profit radio looks like michael baker and jim gillette, but we’re going to confirm that the final arbiter of the prizes is the show’s social media manager, s o preliminarily it’s, michael baker and jim gillette on twitter. But we can’t say for sure on facebook. I don’t know we’re not looking at facebook in the studio, but facebook put that same phrase on the show’s facebook page. I’m listening live to hashtag non-profit radio and if your first or second you will win one of these subscriptions you rob, we’re talking about individual giving, so why don’t we talk about some of the sources of given and how those did compared to two thousand eleven let’s start with individual what happened? Individually, individual gifts were very close to the national average and gain percentagewise. Individual gifts were up six and a half percent in two thousand twelve, and we would expect that because that’s such a big proportion such a big proportion of the economy. Okay, well, your foundation’s foundations were up nine e-giving was up nine point three percent and that’s private foundations, right? You distinguish them private foundation. Okay? And and how about corporate foundation and corporate direct corporate foundation and corporate direct was up four point seven percent in two thousand twelve. Ok, and the one near and dear to my heart as a request bequest, we’re up five point nine percent below the national average, though below the national average. Unfortunately, alright, i’s, that all the sources that you, the fact we tracked four sources individuals, corporations, foundations and bequests. Okay with me is rob mitchell he’s, the ceo of atlas of giving, which you’ll find at atlas of giving dot com on. We’re talking about giving last year and later on we’ll get teo this coming year. Let’s, talk about some states. Yeah, you have. Ah, what? What’s? The most generous state in your measures. Well it depends on whether you’re talking about giving growth or total giving because total giving is directly related to population, as you might imagine, california, california, california and new york or big about texas, texas, texas is big and texas had a great year. I don’t know if this is widely known. Texas is the second most populous state, yes, rowing, because california, texas, new york yeah, you’re you’re aware thatyou gets out of that. Of course they have sex, and i’m always proud of things that are bigger and better. Text is texas living up to its number two population size in terms of overall giving it iss in fact, e-giving in texas was up over eight percent this year, and i would tell you this tony about st giving about regional giving if you look at the states that did well last year, no surprise those air, the states that that had the most robust look economies for those states and so texas’s experience as texas is an example is experiencing a huge swell and uptick in the oil business, and it has a very compared to the national average has a low unemployment rate and so other states that have done well the past year, florida, pennsylvania, illinois and so those states have done very well compared to the other states most of the other states were, you know, they’re pretty close to the national average just above or just under okay, well, what? Which state had the largest growth in e-giving from two thousand eleven to two thousand twelve? That distinction falls to let me look at my notes here for a second, okay, that distinction falls, tio see? Well, rob is looking that up. I’ll remind you if you tweet, if you post the phrase i’m listening live to hashtag non-profit radio on the facebook page shows facebook page if you’re the first or second person to do that, we will give you one of these three hundred forty nine dollars subscriptions to atlas of giving for the whole year, you’ll be able to personally predict how your fund-raising will do. Bye bye source do we have? We have that we do highest increase what? I’m really disappointed, tony, because texas didn’t make it to number one, but illinois was first with seven points. Well, excuse me. Florida was first was eight point four percent. Growth eight point four percent in florida. Ok, eight point for illinois. Second was seven point seven. Texas was in third place with eight and a half percent. Okay. All right, top three. Interesting. We have just about two minutes before before our break. Do you consider donorsearch vise funds? How do they think they work into your that’s? A very big source of its e-giving. And then ultimately, hopefully sometime there’s a delay of gifts to charity had well, the way that it’s working now is very interesting because those gifts are factored in. And if you look at our largest donor advised funds the fidelity gift fund, they they’ve renamed it, but they had a they had a record year for the second year consecutively and grants made out of the fund and on new gifts into the fun really grants out. Yes. Very interesting. Yes, but we like to say and so but they’re they’re they’re gifts in group. Believe it or not. Year over year eighty nine percent from two thousand eleven to two thousand twelve. Holy cow! Are you sure? Yes, pasha it’s. Not a mistake. Positive. You can go to their website. Check me. Out eighty nine percent growth you’re over from eleven to twelve. Yes, my goodness. Okay, we’re going to continue this discussion after the break. Tony’s, take two, and then, of course, robyn, i will keep talking. Do we have there? Have anybody who facebooked thea, nobody you could still win on facebook, are still giving away to atlas of giving subscriptions on facebook. Post the phrase on the radio show on the show page. I’m listening live to hashtag non-profit radio. I hope you’re going to stay with us e-giving thinking, tooting, getting ding, ding, ding, ding! You’re listening to the talking alternative network, itching to get in. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. I’m leslie goldman with the us fund for unicef, and i’m casey rodder with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent time now for tony’s, take two at roughly thirty two minutes into the hour. My block this week is the i r a charitable rollover revived. I mentioned it last week, but i want to spend another a few minutes talking about it because you still have this. Your donors to still have this january catch up provisions a reminder that the ira e-giving was revived in the american taxpayer relief act that was passed on january first. It’s not really a roll over, roll over is the ah popular phrase it’s ah it’s actually a distribution and it’s called a qualified charitable distribution so that’s what i’m going to call it, i use roll over on the block just because that’s, what people are going to search for your donors have to be over seven, seventy and a half or over on the date they make their gift. They do this from a traditional or a roth ira. They have ah, maximum qualified charitable distribution of one hundred thousand dollars per ira owner and that’s across all the across all the qualified charitable distributions they might make. The different charities per year, so one hundred thousand dollars maximum per ira owner per year, and the distribution has to go directly from their ira, too. Your charity this january catch up provisioned that i mentioned is that if if they make a qualified charitable distribution to your charity in january, got to do this before february first, then they can count it toward two thousand twelve, and that will do two things for them in two thousand twelve. It will be eliminated from their taxable income, so it’s not reported as income, and it will count toward there rmd or required minimum distribution. So two thousand twelve most people have probably already met their required minimum distribution because we didn’t know we were gonna have these this catch up provisions. So by december thirty first, people probably already took what they what they needed to otherwise they would have been penalized, but this has the advantage of being nontaxable and still counting toward that required minimum distribution. There’s a lot more about this on my blogged at tony martignetti dot com, including a one page downloadable briefing that i wrote for you that you can use to brief your board use it in the newsletter or email blast. Ah, that is also part of that post on my block, continuing now with rob mitchell, ceo of atlas, of giving and rob, why don’t we talk a little about you’re twenty thirteen forecast? Well, thanks, i love talking about the forecast, although i i’m afraid i don’t have great news for two thousand thirteen so the atlas, by the way, is the only forecast for charitable giving in the us and it’s been very reliable on dh, as i mentioned before, month to month it’s it’s nearly one hundred percent reliable actually for the quarter. It’s a little less reliable than it is for the six month period but for twelve months ahead. It’s very reliable with the variants of about one and a half percent. Okay, so it’s it’s a very reliable forecasts are forecast for two thousand thirteen. We should have a drum roll because it’s the world premiere that’s the world premiere of this forecast it’s a world premiere the forecast for total giving for the united states two thousand thirteen will be three hundred seventy five billion, which is only a one point six sadly only a one point six percent increase over two thousand twelve. Oh, my goodness, compared to six point seven from from last year. Yes. Okay, um, you have something special about the last quarter of this year? Well, actually, the last four months of this year. Indeed, for the first time since we’ve looked at things the it’s actually more than the last quarter it’s out called the last trimester, it starts in september and so what we’re what the atlas is showing for september, october, november and december is that giving will actually be less than it was for those months in two thousand twelve. So if you’re relying on a big year end, this isn’t the year for it. And why do you predict that those four months are going to be so much worse than the corresponding months in two thousand twelve? I think a major factor is the stock market, and we’re not expecting the stock market to have the same kind of year in two thousand thirteen that it’s had the last two years, so stock market growth is certainly a part of it there’s some other factors involved, you know, we talk about individual giving, making up such a large part of the charitable pie and there’s some things that have hit americans starting in two thousand thirteen that are going to have an impact on individual giving for those of us who work and have social security deducted from our paychecks, we just had a tax hike, and so it means less disposable income consumer confidence, though, is it? It rose a bit in two thousand twelve, consumer confidence for two thousand thirteen is not looking so good, so so those are some of the factors that are that are going to drive e-giving to a lower growth point and in terms of of this last the year end for two thousand twelve, you know, we had a we had a great stock market when people are thinking about we also there’s some, there are some concerns and some of the things that drove giving in the last quarter of this year, including things like the the buffet in the zuckerberg gift who are the you know, it’s expected that taxes are going to go up in the charitable deduction is in question may be a loss of the charitable deduction it may. Be a reduction in the charitable deduction, so a lot of people were motivated to give it the end of two thousand twelve gifts of appreciated assets or set up planned gifts at the end of two thousand twelve, and that is not going to be the same case in your end this year. Okay, okay. Just in that little little niche of planned giving them. But you’re you’re measuring realized bequest? Yes, we are ok at people’s deaths. Okay. I want to take a moment to send out some more live listener love. And also we have a contest for podcast listeners. Podcast listeners the nine thousand you listen on from itunes you are not for gotten by any means. We have a contest for you also. But let’s send live listener love teo, nanjing, china ni hao taipei, taiwan. I don’t know how to say hello in oh, no, taiwan is chinese. So anyhow, i do know, of course, and i know that china chinese has spoken in taiwan. It’s, common knowledge. Inchon, inchon, korea on you go and seoul, korea also neuro haserot lots of live listener love going abroad now for podcast listeners. You, if you want to win one of the subscriptions to atlas of giving? I want you to put on the show’s facebook page, i’m i i listen to the podcast and use hashtag non-profit radio i listen to the podcast hashtag non-profit radio and i know when the podcast comes out so live listeners don’t think you can get away with this because i know very few people know when the podcast goes live so that’s on what did you say on facebook? That’s on facebook podcast listeners only i’m going to give away three to podcast listeners three atlas of giving subscriptions i listen to the podcast hashtag non-profit radio on the show’s facebook page. Okay, rob let’s, talk about how the different sectors are going to fare in twenty thirteen who who looks the best? The best is again well, not again, but the best sector forecast for two thousand thirteen is the environmental sec geever up five point nine percent now that helped that’s helpful and good, but again, the environmental sector is the smallest sector of the nine we measure so there’s. You know, i could speculate as to why the environmental sector is doing well, i think. It has a lot to do with the fact that many of us are more in tune with environmental issues than we’ve ever been before. What is that? What is the largest sector? Well, of course, the largest sector is religion, religion, e-giving your churches and religion okay, predicted to continue its declined one percent at a time. Yeah, well, actually, religion is actually going to gives to churches and religion is forecast to experience a really decrease from two thousand twelve to two, two thousand thirteen, so not only in well, is it going to decrease in percentage of overall giving that it represents also yes, another percent down to thirty probably will be another person for i think we’ll be down to thirty for ok. And how much do you predict that the overall giving to religion will decline? A little less than one percent point eight percent so nearly flat. But it is what we’re showing today is that by this time next year, gifts to churches and religion will have shown a decline. Okay, now all of these predictions get refined every month after month, right? So atlas of giving subscribers and the lucky people who win the wind the subscription khun see month after month how the different sectors are predicted to do for the for the next twelve months or in the next twelve months, right? Not just to the end of the counter here, but for the next twelve for the next twelve months. And this is important as a practitioner, because if you’re setting a budget and let’s say your fiscal year doesn’t start with january one when i was at the american cancer society, our fiscal year started september one, so you want to be able to have a forecast so that you can do your budgeting based on what you’re this whole year is? And one of the other things i’d say that’s important about the update monthly in the forecast is i was at the american cancer society in two thousand won and we were having, ah, good year and most organizations in america, we’re having a good giving year in two thousand one, and then we had september eleventh and the world change and giving came to a near stand still for six months, and so just, you know, there are events that unfold oppcoll month to month not every month and and not every day, but events effect giving. And so a dramatic event like that obviously has a big impact. But their events all over all over the u s all over the world that an impact giving and that’s the reason for checking in regularly with the atlas to see what the forecast has become. Let’s, let’s spend a little more time on the different sectors. Sector predictions for two thousand twelve why don’t you just go through a sari for two thousand thirteen just in the two minutes or so we have a break one before we have a brake lines just run down what the sectors look like for this year. Health is going to be just a bubble above flat at point three percent growth education will be two point, six percent growth, human services, and this also includes disaster services, up four point nine percent. So compared to the field, that sector is expected to do well. The arts up two point seven percent i’ve already talked about the environmental sector up five point nine percent international, up two percent. And then our unallocated sector, which includes things like donorsearch advised funds and those don’t then those charities that don’t fit well in another category up three point seven percent. Okay. And so that analogy hated would consider would include all the social service, human service agencies, grassroots agencies. No, no, no. Those those would be in our human services and disaster. Yeah, we do have human services and disaster. Yeah, i said okay, just a minute or so before the break. Why don’t we just run down? What the different sectors are in terms of which is largely no religion is the largest on that. Gets predicted to get about thirty four percent of giving. Yeah, religion. None of the other fact. How do the other sectors? Fair. Religion is the largest. Currently thirty five percent. Education is next with sixteen percent. Human services disaster services. Twelve percent of the entire giving pie. Um, the unallocated sectors ten percent society benefit eight percent international, five percent. The arts for percent. And the environmental sector is at two percent of the pie. All right. When we come back, we’ll talk about different sources. Oh, and predictions for two thousand thirteen. Stay with us. Snusz you’re listening to the talking alternative network. Duitz lorts cerini 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 roof because of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte m o nt y that monty taylor. Dot com. Talking alternative radio twenty four hours a day. Even more live listener. Love going out tio, gwangju, korea, on yo haserot and fu zhou, china now also tonawanda, new york and philadelphia, pennsylvania. How you doing? Another survey question that i want to share with listeners was, do you benchmark your charities giving against others in your state? The previous question was by sector by state, it’s actually reversed on ly one third said yes to that by state, and two thirds said, no, they don’t, and in a couple minutes i’ll have the answers for different types of giving that charity’s listeners are our benchmarking. Rob let’s, let’s. Look at some of the sources of giving in two thousand thirteen, individual, we’ve said a couple times is the biggest. How is individual going to fare in twenty thirteen? Well, consider the context of total giving for the u. S is projected to go up one point, six percent individual gifts. We’ll be up one point, two percent. Foundation gifts. And this is an area that practitioners might want to focus on next year. Foundation gifts are our forecast to be up four point nine percent. Okay. How did foundation do in two thousand twelve, they were up nine point three percent. Yes. Okay. All right. So so foundations is kind of the highlight by source. The low light. Well, before i get to the little light, i’ll give you the other kind of sad news. Tony, given your background is the request giving. No, we’ll only be a point. Seven percent. Now these air realized request. This is not this is not pipeline sort of stuff and plan giving. This is actually realized bequest. This is interesting. So that means that the people who created gift by will years ago are going to die at a slower rate or their gifts or smaller in their wills. What could you possibly know this? Well, there’s. Some demographic factors involved. And so yeah, i mean, the death rate, the population, the age of the population, those sorts of things matter. But more importantly, and more specifically, the value of our persons of state is what matters the most. And so, as you well know, many people leave a percentage of their estate to chair to a number of charities. And so when the value of their estate, because of the value of the stocks that are in this state or the value of the real estate that’s in the estate is is lower than the bequest, the actual realized request number becomes lower. Okay, mix mix. Good sense. I see how you could know that. Ok, why did you continue? Go ahead. S o the sources. So one left and it’s it unfortunately is going to be the low light forecast for two thousand thirteen. Corporate giving will actually decline slightly. Just it’s basically flat but it’s forecast to be down point three percent. Okay. And what would i thought? We’d said religion was going to be down. Well, you were talking about that’s, a sector and i’m talking about me that i’m screwed up. Okay. Sorry. This is sources. Yes. Alright. So business foundations the low light down. Three tenths of a percent. Okay, now this is interesting. Individual giving is going to be up just one point two, um and overall giving will be up one point. Six. Yes. What’s ah, what’s. Boosting the overall foundation giving. Okay, it’s okay. And what’s the percentage that foundation giving represents to the to the total foundation e-giving represents rob on the spot you got me on. Ah, got its thirteen percent of all giving excellent. You have these numbers. He makes you think he’s sifting through papers, but he just he is modest. He has these numbers off the top of his head. I’ll share another survey result. The question was, what types of giving do you benchmark? If if you do benchmark what types of giving total giving? About eighty six percent of people benchmark total e-giving e-giving at specific dollar levels about forty three percent. About twenty seven percent benchmark private foundation giving and about fifty seven percent said that they benchmark corporate foundation giving and nobody benches their planned e-giving i’m dismayed by that it’s interesting there’s no competition in in the death business, which is my business. That’s why i say that my business’s plan e-giving, um, we have just a couple minutes left, rob mitchell and i want to ask you take a love moment. What is it that you love about doing the atlas of giving what is it? What? What drives you about this? It’s it’s learning essentially because all those all those decades is a practitioner. I didn’t have access to this kind of information, and if i were a practitioner today, this would definitely drive how i allocated my fund-raising resource is through the year how i did my budgeting, it’s it’s an amazing thing how how i distributed my fund-raising budget as an example diversification of the way you raise money makes a huge difference and understanding who how you raise money and who you raise it from makes a huge difference to and can increase the levels of your giving. And so we’re learning things because we have access to this information that we’ve never been able to know before, and that is what keeps me going. I really do love digging into these numbers. Rob mitchell, ceo of atlas, of giving it’s at atlas of giving dot com rob, thanks very much for coming to studio from texas being a guests pleasure loved it. Happy trails glad to have you back next week author yana jane hoexter will be in the studio for the hour talking about her book, grantwriting, revealed twenty five experts share their art, science and secrets. We have nine thousand listeners, a little over nine thousand listeners non-profit radio and fewer than twenty itunes readings. Let’s, go get the number of itunes ratings to reflect the nine thousand people who are out there listening to the podcast. Why? Why does why does tony think that’s important? Because that gives us prominence in itunes and helped expose the show to more non-profits therefore, helping the entire charity community so help raise the stature of the show, and that will help other charities. You can help. You could do that by let’s by getting the number of ratings up, and my goal that i’m setting is one hundred. We’re at a little under twenty right now, so that’s a fivefold increase there’s a goal of one hundred, i’m asking youto go to itunes and give the show a one through five star rating live listeners as soon as the show’s over go to non-profit radio dot net and then from there you can get the itunes non-profit radio dot net is the list of the shows in the archive. From there you can view the show in itunes and give us a rating one through five podcast listeners. Please do that let’s, get to one hundred ratings and help share the show with mohr charities, and i thank you very much for your help with that, our foreign language. Good luck, the way performers say it feature is over. I’m declaring it over, it has had enough. We were everywhere from serbia. Yeah, serbian, croatian, teo french, and we’ve we’ve had enough. I’m saying sayonara, chow mary-jo to that feature, our creative producer is claire meyerhoff. Sam liebowitz is our line producer. 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097: Giving in 2011 & Video Talk With Scott – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Bob Evans, editorial board member of Giving USA

Rob Mitchell, CEO of Atlas of Giving

Scott Koegler, editor of Nonprofit Technology News 

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

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No. Hello and welcome to tony martignetti non-profit radio for june twenty second twenty twelve we’re always talking about big non-profit ideas for the other ninety five percent. I’m your aptly named host. I do hope you were with me last week, i’d be in distress if i learned that you had missed motivating your board for major e-giving to start from the fund-raising day conference earlier this month, jennifer herring had advice on motivating, working with and supporting your board to help them step up to fund-raising duties and revisiting your twenty twelve prospect plan. Maria simple, our prospect research contributor and the prospect finder, did a midyear checkin of her new year’s, her new year’s ideas on your twenty twelve prospect plan from our january sixth show, we talked about the cultivation events that you promised yourself you were going to set up and there’s google lorts you’ve been meaning to get to this week e-giving in two thousand eleven e-giving yusa and atlas of giving use very different methods to report charitable giving e-giving yusa is a survey that looks back the atlas is a forward looking prediction with e-giving yusa, boardmember and atlas givings ceo will contrast. The methods and hear what each has to say about last year’s e-giving numbers and we’ll look forward a little bit, too. Then video talk with scott are scott, our tech contributor scott koegler he’s, the editor of non-profit technology news. He’s going to share the buzz on video sites many that are free that help you make good looking videos to tell your stories between the guests on tony’s take two. If you’re going to give you got to take time off to be great at giving to others, you have to take care of yourself. That’s, my block this week and that’s what i’ll talk about. Use the hashtag non-profit radio to join the conversation with us on twitter, hashtag non-profit radio. Right now we take a break, and when we returned, my two guests will talk about giving in two thousand eleven, so stay with us. They didn’t think that shooting getting ding, ding, ding ding, you’re listening to the talking alternative network, waiting to get me anything. Cubine money, time, happiness, success, where’s your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative 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. Dahna you’re listening to the talking alternative network. Welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent with me now is bob and rob. Bob evans is a member of the editorial board of giving yusa and rob mitchell is the ceo of atlas of giving, and they’re both here to talk about giving in two thousand eleven and look forward a little bit. Bob, rob, welcome next-gen durney good to be here. It’s a pleasure to have you, bob. Welcome to the show. Rob. Welcome back. Rob’s been on before let’s. See? Tony? Yeah, my pleasure. Let’s. Um, let’s. Start with bob evans. Um, the methodology between e-giving yusa and atlas of giving differ considerably. What? What is bob? What is giving us a cz method for assessing fund-raising last year? E-giving you’re giving us a historically is the most accurate report on charitable giving in america. Refined it’s methodology slightly over the last couple of years, but, uh, it’s still considered to be the most accurate and consistently, uh, uh, focus. Uh, various estimates are based on economic metro’s models using tax data, government estimates from the i r s and other components of the federal government and other research institutions. Okay, but there’s a big survey component, right? Absolutely. Yeah, let’s talk about the thing, isn’t it? I mean, i think that’s what it’s known for is being a survey of charities when you talk about that individual charities air not surveyed umbrella organizations, air survey ok, well, i’m really organizations such as, uh, the the council on foundations, counsel for aid education, the national center for charitable statistics of the urban institute on some other organizations like that that compiled data for various sectors of the e-giving factors. Okay? And so you do the survey at the end of the calendar year, and then and then every june the report comes out. Is that right? That’s correct so that that the report also is revised twice based on new data that comes in from especially with the federal government. The i r s so that the estimate that came out for two thousand eleven giving will ultimately be revised slightly twice more. Okay? And i know you have a revision from two thousand ten, but we’ll get to that. We’re not. We’re not there yet. You want to talk about the methodologies first and so roughly how? Many charities are represented by the umbrella organizations that you survey. Well, they’re one point two million. One point, one one point two million non-profits in the united states is registered with the irs. And then there are two hundred twenty thousand houses of worship. But but how many are represented by the umbrella organizations that you are surveying? Uh, no. Unclear it’s. Probably the most complete survey of anybody but one point, one million non-profits air not surveyed, but because of the methodology that hughes okay, all right, but you, but you don’t know the percentage of the one point one million that you are that you are encompassing in the overreaching surveys. Okay, because we’re dealing with nine nineties were dealing with other federal reports that all non-profits are required to file. Okay. Rob mitchell, uh, atlas of giving what? What’s your methodology there. Well, tony, to give you the methadone, the methodology that we have is that using more than forty two years of published e-giving data and the u s, we were able to prove that charitable giving in the u s is specifically and directly tied to certain factors in the economy and those those factors in the economy changed by sector and by source uh, and by state and so we’ve been able to prove beyond a shadow of a doubt, the charitable giving his directly tied too specific factors in the economy, not just the overall economy. We know what those factors are, and we have built algorithms when bac checked against more than forty two years of data match up at, uh, ninety nine and a half percent coefficient of correlation, this is the same kind of technology that is used in many macro economic measurements in the us, everything from unemployment to retail sales and so are are unlike what bob’s talked about, we don’t rely on surveys at all. We have a macro view of the entire non-profit e-giving sector, we break things down by nine sectors, four sources and fifty states. And uh uh, the interesting thing about our methodology and technology is that while it is useful to look back and we’re talking now about two thousand eleven, but we already have numbers we measured by month, and so we already have Numbers through last month of 2 thousand twelve, and more importantly, we have developed a forecast. Based on the realities of the factors in the economy and demographics that dr charitable giving, we have a very active forecast out for the next twelve months. Okay, we have just a couple seconds before break. So clearly yours is a forward looking and giving us a is looking back. Bob, just, well, i’ll tell you what, we’re gonna take our break. And then we’ll talk just a tad more about your methodology. And and then we’ll get into the Numbers from 2011. So baban, rob will stay with us, and i hope that you will. Also talking alternative radio twenty four hours a day. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Durney hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. 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 has 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 this is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. 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 lively conversation top trends, sound advice, that’s tony martignetti, yeah, that’s, tony martignetti non-profit radio and i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Dahna and with me is bob evans from the editorial board of giving us a and rob mitchell, ceo of atlas, of giving robert won’t spend. Ah, just a little time, a couple seconds really just give listeners remind listeners like, just i should say of a few of the data points that giving us a cz forecasts are are based on well, you mean the alice e-giving what i said, i said, giving us that. Yes, i’m sorry, the atlas of giving what are just some of your econometric data points? We’ll sew it. It ranges from everything from i think most people have been in the nonprofit sector for awhile realized gdpr a significant player, but it tony, it ranges from housing starts to unemployment to corporate inventories. There are a variety of factors, and depending on what sector or wet source we’re talking about, they’re they’re different things. Obviously, the stock market in two thousand eleven it was huge for some sectors and for some sources of gifts. So, um, we have specific algorithms built for each each of nine sectors, each of four sources and for all fifty states, ok, understand on dh, those sources are the different charitable missions, i’m sorry, the sources of the funders, the four sources would be individuals, foundations, corporations and request and sector and the sectors are gonna religion, education, the arts and so forth. Okay, excellent. So what did two thousand eleven look like to atlas of giving what happened between two thousand ten in two thousand eleven? Well, two thousand eleven was a remarkable year for for bounce back giving. In the united states. We recorded the national e-giving increase of seven and a half percent in two thousand eleven, and it was fueled largely by a very robust stock market increase, especially in the first seven months of the year. And you see that reflected in several things. Back-up. Just as in a couple of examples. Donorsearch vice funds had record years. Fidelity give fund. In their gifts. For two thousand eleven, vanguard was up seventy five percent. Colleges and universities are you have to do is google college and university record fund-raising sing, and you will see literally dozens and dozens of examples, everything from from harvard and stanford. Teo small community colleges who had record fund-raising years in two thousand eleven. Right on dh. How did two thousand eleven compare to pre recession two thousand seven? Well, it’s uh it’s recovered quite nicely. We’re well past prerecession numbers in terms of total giving in the u s and you know, there’s, there are some storm clouds on the horizon. Our forecast is is a bit sobering forking last quarter of two thousand twelve, we’re going to get well. Let’s not go to the forecast was wantto compare apples and apples for so and adjusted for inflation. What kind of increase did you see from two thousand? Elation? Inflation has baked baked into all of our algorithms. So we’ve got that handled. Okay, so no adjustment necessary from that adjustment. That’s seven and a half percent growth from ten to eleven. Yes. Okay, bob evans. What did what did giving us a c from two thousand ten to two thousand eleven e-giving usa says that two hundred ninety eight point four billion dollars were given to non-profits in ten sectors across the economy. This represented about a four percent increase from two thousand ten. But when adjusted for inflation, it’s only ever about a one percent increase over two thousand ten. Ok, now those numbers are quite different. Well adjusted for inflation, one percent from giving yusa. And the same number seven and a half percent growth from the atlas of giving sabat that’s interesting. What? Uh, rob, what was your total giving number? Was it near the two hundred ninety eight point four billion that giving us a found? Oh, no, we’re well beyond that are part number was, uh, three hundred forty six billion dollars given. Okay, so we have a delta of difference of about fifty billion dollars. Roughly? Yeah, okay. Anybody care to offer their thoughts on why those the percentage and the and the gross number differ so much? Who wants to take a stab at that? Anybody you know, i’ll take a bit of a stab at it, tony, i think if you go back to two thousand eight and two thousand nine and just a bit of from my past, at one time i was the chief development officer of the american cancer society and in terms of using surveys and so forth we had we had a board policy that we didn’t participate in any survey, so it didn’t matter if it was independent sector or the association of fund-raising professionals or or the non-profit times we didn’t participate. And so you had america’s largest health charity not participating in the kinds of surveys, and then there were also there’s also some there’s, some organizations that provide this information, i think the good thing about the alice of giving it that we’re agnostic we’re not subject to two thousand two thousand ten was was an interesting year because you had this large outcry from some very large organizations that didn’t do well the previous year and put give my impression is that it put some pressure on giving us a to reconsider their methodology, which they’ve now changed, but we’re not subject to that sort of thing because we’re not changing our methodology, our methodology solid, we’re sticking with it. Okay, okay, well, let’s give bob evans a chance. You know, the keeping things civil. But i think that’s interesting because the numbers and the percentages do vary so, so greatly. Bob what? What, what? What? What’s your take on this. I think the whole issue really is. How is your organization’s faring fromthe fund-raising arena today? Uh, that regardless of the surveys, regardless of the reports like atlas e-giving are giving us a it really comes down to the bottom line of how each organization is faring and how they’re, uh, seeing support uh, these are all best guesses at at the best. Well, okay, but i think, surely uses that both get atlas of giving and giving us a are reasonably up for two thousand eleven, representing the second consecutive year for increased e-giving but also understanding the two thousand seven undoubtedly was the best year for giving that was a member of two thousand seven was the start of the great recession, okay? And that’s, when everything had cascaded groundwork rob you if i could add a little bit toe weapon, uh, saying here, you know, one of the things that we’ve been able to observe for the first time, i might add, is that, um, you take a look at two thousand eleven, there are many organizations that didn’t do well in two thousand eleven, and the reason is that if they are heavily weighted on relying on small gifts from lots of lots of small gifts from lots of small donors, they’re tremendously impacted by continuing i unimportant. On the other hand, colleges and universities donorsearch advised funds, arts organizations and others, not nearly so affected by high unemployment numbers but very favorably affected by favorable stock market value. So there are the charitable giving economy contains a lot of moving pieces, and the fun part for us is that we’re now able to identify what those moving pieces are and how they’re how they’re affecting individual sectors and individual sources, and bob is exactly right. It all boils down to, regardless of what we say or what giving yusa says says it boils down to how are you doing? And what will you be doing in the next in the next months and years? Sure, i think, though, that you know, if a charity wants the benchmark against something, it has it’s got a broad spectrum tio to benchmark against because it’s either one percent increase or seventy five percent increase. So depending on how you did individual, you could sort of you could say, well, we’re doing much better than the giving, yusa says. Everybody else did, but not as well as atlas of giving says everybody else did fair enough, but i would also add that in terms of benchmarking and part of the reason that i created the atlas of giving was because at the time that i was a fund-raising practitioner and being evaluated evaluating my staff of value, winning my programs and being evaluated myself it’s very difficult to have that kind of evaluation that comes out so late and doesn’t correspond to my fiscal year, so our benchmark is solid and consistent. Once you set the benchmark, then you’re measuring velocity and trajectory, and our benchmark comes out monthly so that i’m able to compare it to my fiscal year or practitioners compared to their fiscal year, and they can keep a monthly benchmark rather than having to wait till the end of june following the calendar year to find out okay, what the benchmark might be okay, but that’s rob mitchell and he’s, the ceo of atlas of giving and also my other guest is bob evans remember the editorial board of giving us a and we’re talking about last year’s numbers let’s move to some of the sectors bob, you and atlas, i should say you and giving us a agree that hyre ed and donor advised funds did very well, so big increases in two thousand eleven. Absolutely, i want you to talk a little about that. Why? Why you think that is? Well, i believe tremendous growth of dollars for donor advised funds is a reflection of support from middle income america in particular, who are you talking away dollars in donor advised funds because they haven’t been satisfied with the transformational projects that non-profits air presenting their banking future charitable support so you think charities or not, motivating donors sufficiently outside hyre ed, i think even in hyre ed, i think all of the categories in the nonprofit world have to reexamine what they’re asking of donors, and they need to be showing impact in transformation, and then we’ll end up seeing better. E-giving rob mitchell, what’s your take on the two sectors well increased, i think first of all, back to donor advised funds this extraordinarily good year, you know, seventy five percent increase for vanguard, eighty one percent increase for fidelity that can’t be a one year change like that cannot be explained by a change in sentiment donor-centric mint, it is specifically tied to the economy to teo economic and demographic factors. I think that what bob saying played a role, but i don’t think that was a major. Role i think the major role was the ramp up in the stock market buy-in in two thousand eleven, but why would that money go to dahna advice funds instead of directly to one of the sectors that i do not have an explanation for it, actually, and that’s, where bob is saying that he feels charities or not, people are giving, but they’re not giving directly to the charities, right, bob? Because charity’s air not motivating and moving donorsearch efficiently, i think there’s another factor to and that is when you look carefully at some of the people who are creating or funding donorsearch vice funds, they’re doing it in lieu of creating family foundation shin i wouldn’t be with that, okay, that that that major dollars going into donorsearch vice funds enables donors teo beam or anonymous i having less paperwork to file and on considerably cheaper. Setting up a private family foundation is a very expensive endeavour, right? And it requires a lot of legal activity to write on dh considerable oversight and there’s the required spending let’s, let’s look a little bit a new area that is losing market share consistently. Bob will just stay with you religion is suffering right and has been for a while a tte one point half of all giving was directed teo houses, of course. How long ago was that? Half probably about twenty to twenty five years. Ok? And how about now? What’s happening? Thirty two percent of all reported e-giving goes the houses of worship. And how does that compare to last two? Two thousand ten down down about how much? Uh, it’s down a couple of percentage points down in total dollars as well. Okay, especially the pie has gotten bigger. Okay, rob mitchell, what is what is the palace of giving see around religion? Well, we’re religion is still it gives to religion overall are still growing. We’re not showing any decrease, but they’re not the proportionately speaking e-giving growth and religion is not keeping pace with the others declining. In other words, declining market share is definitely declining markets here and their three reasons we believe for that. Well, tell us just one, because we only have a couple of minutes and i want to look a little look a little ahead with you two. So give us your main reason. Well, demographics have changed. Their church membership is declining in the u s that’s that’s one okay, important and younger people are not as motivated by religion or or its institutions at least a zolder people alright and their religion this past year was greatly affected by on high unemployment because they rely typically on lots of small gifts from okay, rob mitchelson, i think the other factor too, is that houses of worship for the least sophisticated in their fund-raising technology and an approach and expertise and complicity of america have not been trained properly like seo fund-raising not a sophisticated intelligent. Okay, all right, all right, rob, we take just maybe thirty seconds or so since yours is a forward looking model. What’s your forecast for two thousand twelve. So the calendar year forecast updated just a week or so ago is that we’re looking at an increase of four and a half percent for total national e-giving in two thousand twelve dahna the unfortunate part is that we probably have experienced the best growth we’re goingto have were showing that e-giving growth is going to begin to decline dramatically in the last quarter of the year and looking ahead of the first half of twenty thirteen, uh, things could get pretty ugly. We have to leave it there on ugly note, but there are brightstep lots, and we talked about those as well. Bob evans is a member of the editorial board of giving yusa. Rob mitchell, ceo of atlas, of giving gentlemen, thank you very much, thank you, tony. Thanks, bob, thank you all, bob. Thank you, rob. Thank you as well. Right now, we take a break when we returned tony’s take to stay with 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, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you 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 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 duitz welcome back, it’s. Time for tony’s take to my block this week is if you’re going to give, you got to take time off. You all work in the charitable sector in some respect either ceo or fundraiser or boardmember or something else. But the charitable sector, by definition is, is giving and in order to be most effective at giving to others, i believe you have to give to yourself and take for yourself. And what i blogged about is taking time off whether your work is in education or shelter or giving a voice to the marginalized. I believe you’ll be better at it if you take time for yourself, and that may be just something like word games or crushing an afghan, um, or doing puzzles or maybe a full vacation, but whatever it is that you need to take care of yourself, i suggest you do it for me. It’s a lot of running and some weight lifting, and i have ah, second home and i have a lovely hot tub there. So those are some of the things that i indulge in whatever you choose to indulge in, please do it without a phone next. To you, break away from the grid, go offline and take time for yourself. And that was my block this week, which is at tony martignetti dot com also want to remind you that we have a linked in group. You can give me direct feedback about the show if you have suggestions for the show suggestions for guests or show ideas even without a specific person, please, the linking group is a perfect place for that, and that is tony’s take two for friday, june twenty second, the twenty fifth show of the year and in three weeks on july thirteenth, my one hundredth show coming up just three weeks and scott was going to be on that show. Scott kottler how are you? I’m good. I’m preparing for the show right now, tony. Excellent. Ok, well, you actually should be preparing for the current show right now. Oh, i forgot about that. All right, scott koegler, of course. Our regular tech contributor and the editor of non-profit technology news, which you will find at n p tech news. Dot com. And this month, scott and i are talking about video. How come, scott wise video? Why is video? Important? Uh, all you have to do is look at you to see that number one. It is popular medium. Everybody wants to be. I have video and produced video, you know, it’s kind of the fulfillment of of a youth dream for a lot of people. A lot of a lot of frustrated actors, frustrated actors and directors. You mean absolutely, absolutely. Okay, but but it can be valuable in telling your your charities story. It could be valuable in in a lot of places, certainly on the website and sometimes just as kind of a lead in as being something active. Your log in page on your main screen, people like to see things moving. Obviously. Okay, so the trick is, you know, putting something out there, that’s worth what’s the hard part, okay? And i want teo tell listeners that tech soup had a webinar caldnear non-profit video one o one, which are social media manager regina walton found and we’re going to put a link to that women are which is a video on the facebook page and also in the linked in group after the show. So look for that tick soup. Thanks. You blink. So, scott, there are sites that will help people with video, you know, video isn’t necessarily what we normally have thought about his video, another somebody sitting in front of a camera or even motion pictures, if you will, it can be still pictures kind of assembled as a moving slideshow, maybe even annotated with voice or with that ak ground music. So there are a lot of things that pass for video, and they don’t have to be unnecessarily difficult to do, and i think that’s the main thing here is they shouldn’t be tough because if they are tough and you’re not an expert at producing them, then they’re they’re not going to be worth while watching. Okay, you gotta watch out for that, especially if you’re putting him on the home page of your of your of your blogger or your charity’s website right now, it’s a lot of us now, you know, is were attending events or just just doing things are our phones with us that have cameras in? Then we carry little video recorders or your cell phone and has a video camera and it’s and so there it turns out that there are lots and lots of real short length video or just still images. I mean, just look att facebook, facebook now houses. I think the last number i saw was that sixty percent of all the pictures ever taken ever and are on facebook pretty stunning. That’s incredible, yeah, crazy that’s an end and youtube i don’t know something like there are tens of millions of upload to youtube a day zag goring number of video uploads their alright but right and so and so we all have these devices that you’re talking about. Everybody’s got a phone so it’s like p r in your pocket, right? When when? When your charities doing something documented and so what kind of help can you get teo to create? Ah, moving slideshow or or a video on the web? There are many applications there things like i photo and there’s, i think it’s my movie and there’s a win win movie or when editor stuff like that. So depending on the platform that you’re on you khun, just look in your in your program files and find something there and those who work. Those were pretty good they can take your video clips. And you can kind of piece together what they still rely on you doing something and being a little bit technical and saying, ok, how do i put this year? I don’t make transitions between images or between video clips on howto synchronize music and there there are several either free or pretty inexpensive talking about either free or maybe for fifty dollars a year. Um, maybe up to five hundred dollars, you know, if you really want to get some superb results, kind of list off a couple of them, but yeah, that’s what? I love to go free and wait because this right, we haven’t. Article of this on on pitak news. Just go there and look for the for making videos. But the first one talk about an emoto hay and i m o tio dot com and essentially you go there and you log in and create an account. Then you could get the free account just to test it out. The only difference, really, between free and paid account the length of the video think free videos, thirty seconds or something. Which may actually be plenty. Yeah again for for a website the banner on your home page people aren’t going to sit and watch a two minute video, i don’t think, but right thirty seconds and then i mean, there, there for another reason, but something that’s engaging and, like you said, may even just be a slideshow thirty seconds is probably enough, and for a small charity, you know, you stick with what’s free. So the ladies all work is that you assemble your pictures, whether they’re on facebook or or flicker or, you know, one of the other photo on video sharing sites, and then you log into francis an emoto and you say creative video, and then it says, ok, what do you want to include in your video? And you simply select the images that are already uploaded? Or you can upload new ones if you have them on your computer, so it makes it really and, uh, at that point, then you pick a theme, so if it’s a party or if it’s an event they have these pre configured seems ok, and they also have pre configured music. So in essence, you khun select, you know, twenty or thirty images or a couple of video clips, uh, collect them together listselect style listselect music and the service will go ahead and create a set of trans so what’s, really magical is synchronized. Those with the beat of the music, which is something that would take a lot of time manually. In fact, that’s just bringing the transition manually is beyond what i what i ever do with my videos. So so it’s really value and getting some high production value from these, okay? And you can do that that’s an emoto dot com. And you could do that for free for up to thirty seconds. I think the Numbers 30 seconds. I don’t get me wrong. They’re but a short. All right, is there? Ah, you have others there’s a couple of hours and i just kind of rattle these off. I’m less familiar with, um but i know that they have the same basic kind of thing. You upload pictures and that creates it. Does other work for you. One is gulag ster g l o g dafs e r. Okay, i happen to know that one. That one does have a free. That one has a free offering also, right? Yeah, i think i think that’s. Actually, all free. Okay. I don’t think paid offering. Okay, uh, there’s one called kids. Okay, i o a and that has multiple levels. Has got a free version and also has, i think it’s fifty dollars for two years. Okay, so that’s pretty so free or cheap. I mean, twenty five dollars, a year. He’s. That thing that looks good. That zoho there’s there’s. Another one called duitz. Stupid flex flex. I’m not sure if they’re supposed to mean stupid or stupendous, but u p l i x and that’s. Actually. Probably the most expensive one, but also has a lot of additional capabilities. But it’s five dollars per month. Basic price all the way up to almost sixty dollars per month. Yeah. Okay. So, you know, you have to. I want to get some experience before your excellency. Yeah, okay, but they still have a little cost offering. And ah, bunch of these air free. Okay, excellent. Actually. So i tell you what, we’ll put links to all those on the facebook page and also on the lincoln group as well as that text webinar that i that i mentioned earlier. So we look for look for those resources on the facebook page and linked in group um, well, so we still have more time. Scott, what were going to say about video what’s your advice? Do it. I would say media mean, everyone takes pictures of their events of their staff if you just want to show, you know, pictures of the causes that you’re supporting, gather them together and just do something you’ll probably get well, you definitely get some experience. You may get some good feedback from the people that are watching and that’s kind of where you take it from there is, how did they do? Did they get it enhanced the site that people like it has been asking for more or different kind of content and just say the first thing to do is just put something together, get it up there and see what the reaction is, okay? And setting up a youtube channel is a pretty simple endeavor, right? If if you don’t want to put this on the block. Sure, sure, youtube channels a good thing, but like anything, it’s, youtube channels depend on kind of regular updates, just like if you’re putting together a vlog, you have to make it change the add things to it on a pretty frequent basis. And that’s that’s, that’s what the youtube channels are all about other that you can certainly store videos on youtube and then, you know, present them on your website on your block. Ok, right. So so you could have multiple videos now that we know we can do this for free. And we know that a short video is works fine, and we know that these sites are so full featured, we could end up having numerous videos and, like you said, save them on youtube and then rotate them, rotate their appearance on the block her you could also post them as updates. You know, people love to see themselves, right? Well, most people like to see themselves as long as they’re not doing crazy things. But if you have events, i think that’s probably the very best use of these is to have events, uh, walk around with a camera or with a little with your phone, and you talk to people on record what you’re talking about and then kind of peace together, right? As videos and yeah, those become real popular. Okay again. P r in your pocket. It’s. There we’ll take a break. We’ll take a break, and when we return, scott koegler stays with us, and i hope you do, too. Talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific yes, who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a. M eastern standard time on talking alternative dot com professionals serving community. 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. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking. Welcome back to the tony martignetti non-profit radio. We’re talking about video with scott koegler, our regular contributor and the editor of non-profit technology news, which is that n p tech news dot com scott so since everybody has these phones, i mean, we could be empowering people within the charity who work for us or volunteer for us. They could be composing video no, exactly, or at least contributing. So if again i go back to the event situation, if you have a bunch of people there, which i guess is really what you want. Anyhow, it is an event. Yeah, hopefully it is not standing in a room like yourself, right? Right? So have people walk around and make their own to make their own little video clips? Have them document what is going on? And at the end of the event, uh, sent out an email asking everyone for their whatever their contributions might be on. Then you’ve got not only fast that you’ve got a diverse range of of the points, and i’m thinking, not unlike what what couples do at weddings. You could probably put some low cost video device on tables or something at the event don’t know. Is there such a thing of low cost video capture device? I’m sure they don’t, you know depends on what you call low cost, probably fifty dollars or so, but i think i think it’s a pretty good assumption that that half the people at any given function i’m goingto have video enabled smart bones. Oh, yeah, yeah, right, they’ll have their own as well, right? Yeah. So that’s, you know, that’s planning what you want to do is, uh, kind of in the invitation or in the announcement or along, even on twitter, if they’re live blogging, be sure you get get the announcement out that once you’re done worth your images and your video, send them here and, you know, a lot of the phones will actually take take images and videos and send them right there, right? When, according to your phone, it’s already connected to the internet. So say, share and you share it off with a particular destination email account. Okay, excellent. And then you’ve got, um, you know, pretty much, right? What? Okay, every once in a while i don’t know if you if it’s you stopping or we get well, a little sound. You sound like darth vader. I don’t you probably you’re not doing a darth vader imitation. Our impression, are you? Well, i’ll take the helmet off here. Okay? I’ve seen pictures of you. You don’t look like darth vader to me, but which is, which is, which is a positive. Okay, but just it’s nothing you’re doing. I don’t think, but just in case the listeners are concerned. But he’s not doing a darth vader impression and way here, it also but there’s really nothing we can do about it. Okay, so, yeah, i was going to ask you about sharing the video. So what about are there other other ways of sharing the video? I mean, if the phone is not enabled to share that way, or maybe the video is too long, i know i face that on my phone. Sometimes i can’t share a video that i’d like to what’s what? Maybe drop box or something? What’s. Another way of getting video back to the charity. Sure. First of all, you have to get it off your phone on and i’ll leave that to yeah, the knowledge of the person with the phone. That’s probably want to do to kind of figure out what it’s for for many different phones were basically, somehow you gotta plug it into your computer and move that that video file over to the computer. And then, of course, you can email it. Um, you know, one of the things you talk about there’s the size of the video files, right? And that’s typically what prevents you from sharing it from your phone? And i would suggests that any video quick should be under five seconds overviewing walk home. Recording video. Yeah, because you’re looking at a little clip, right? When we put this video together, if it’s only going to be thirty seconds long, how long can each individual could be? Uh, right. Okay. I was envisioning. Yeah, i was thinking of longer clips, but now, right. Okay, so you want people to send you a bunch of short? Sent a bunch of short clips, right? And you see, here is a little secret. If you look at any video production movie, a television production, anything, just take a look and see quickly the scenes transition. You’ll find that most most scenes, uh, except for soliloquies or something like that are really just a couple of seconds. So it’s not unusual. It’s it’s the norm. In fact, they have very, very short video clips. Okay, all right, well, this is why scott koegler this is why you’re the the show’s technology contributor. You’re thinking about these things, andi. I was so my thinking was erroneous, all right? And, you know, you could empower volunteers as well. Oh, are people who are benefiting from your services? I mean, they could be armed with a video phone, right? And those are the kind of tell your story kind of thing. So if your if you are let’s say you’re an animal shelter and you got volunteers at the animal shelter or you’ve got people who have a dahna dead animals, you know, every one of those with a story unto itself, many of them may be, you know, pretty inspirational. So if you got your animal home and it’s working out great, you know, ask them to go ahead and take a shot of the of their situation and send it in you. Khun chop it up, put some pictures in it and added to it, you could have a simple contest like tell, you know, tell us your story in twenty seconds or thirty seconds, right, exactly on have a small prize for people or something. All right, all right, excellent way have just about thirty seconds left. Any parting suggestion you want to leave people with, uh, i would say the biggest thing is just do it, do it out. Do it. Um, you know, take videos, take images and intermix both of those things together. Don’t do one or the other, although if all you have is his images that still works. Okay, you get out there. Excellent. Good to talk to you, scott, and we’ll talk to him three weeks on the hundredth anniversary, our hundredth show. All right, thanks, tony. Take care. Thank you. My pleasure. Also, my thanks, tio, rob mitchell and bob evans for being guest this week. Next week. Board effectiveness. Gail gifford is the author of making your board dramatically more effective starting today. But you’ll have to wait till you hear the show you can’t you can’t start today, so next week you’ll be able to start today or the day you hear it. So actually, maybe she should change the name of the book, i don’t know, but that may be overreaching anyway. We’re going to talk about making your board more effective, starting quickly with gail gifford next week, and i’ll have a fund-raising day interview with paul clolery he’s, the editor in chief of the non-profit times we’re all over the social networks, you can’t make a click without smacking your head into tony martignetti non-profit radio you want to know who’s going to be on the show? Sign up for our weekly insider email alerts on the facebook page we’re unlinked in you can offer ideas for shows and make comments each week and look for the resource is that we just talked about with scott on facebook and linkedin this week. You can listen live our archive, which means we’re on itunes itunes you find us at non-profit radio dot net on twitter you can follow me and you can use the show’s hashtag non-profit radio my thanks! Telenet singleton for her, tweeting today, as she very often does. Thanks linette, a most attractive on foursquare. You can connect with us, connect with me there. Our creative producer was clear miree off. Sam liebowitz is the line producer of the show show. 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 help you be with me next friday, one to two p, m eastern at talking alternative dot com. I think a good ending. You’re listening to the talking alternative network, itching to get anything. Duitz how’s your game. Want to improve your performance, focus and motivation than you need. Aspire, athletic consulting, stop second guessing yourself. 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