141: The Money Is Out There & The Pallotta Pall – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Ann Kayman, founder and CEO of New York Grant Company

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

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

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Durney no hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s, so good to be back in the studio. I’ve been away with two pre recorded shows in a week, so good to be back here, it’s may tenth, twenty thirteen oh, i hope you’re with me last week, i’d suffer pseudo member nous kel itis if i came to learn that you had missed small non-profits raise more money consultant and author amy eisenstein returned last week. She’s, the principal of tripoint fund-raising and it took her two years to write her new book, raising more with less. We learned that that time was well spent still two years i don’t know this week the money is out there and kayman founder and ceo of new york grant money is a treasure of valuable information about grants, discounts, rebates and other money incentives throughout the country that get triggered when you re new release, move, expand, renovate, we’ll talk about other georgia triggers as well, investing energy savings, she explains what’s out there and how to find it also the ppa latto paul, have you seen? Dan pallotti’s viral video from ted it’s called the way we think about charity is dead wrong our legal contributor jean takagi principle of the non-profit and exempt organizations law group neo-sage san francisco shares his perspective on how we got here and what would need to change and should it to achieve pallotti’s vision of amore free market charity sector between the guests on tony’s take two, i’m doing stand up comedy tonight in new york city, and maybe if you’re listening live and local, maybe you could make it my pleasure. Now, to welcome to the studio and kayman founder and ceo of new york chadband company, they worked to obtain economic grants and incentives for clients in the new york metro area and nationally. Previously, she served in the new york city mayoral administrations of rudolph giuliani and michael bloomberg as head of business development for the new york city economic development corporation. She’s, a former dancer, she was doing radio at twelve years old. It’s my pleasure to welcome to the show and kayman and welcome. Thank you, tony it’s a joy to be here a joy thank you. Most people just say it’s like pleasure refund, but joy that’s terrific. Why were you doing radio at twelve years old? What was that about? I guess i’m a born ham. I came from a family of hams. If that’s still a word that’s used today. Sure. It’s couples fashion. Okay, so you’re not kosher, but what were you doing? A radio it at twelve years old, i got invited to to write and produce and be star of home run write a show in grammar school. And it was just a random opportunity in alexandria, virginia, which is where i grew up. And ah, you know, i just gravitated toward that stuff because of my background and family and interest in all that stuff and things having to do with performing. What was your show about twelve years old? I’m sure it was incredibly insightful and thoughtful and you don’t remember. I don’t remember. Okay, all right, let’s talk about some grants and some other opportunity. I don’t want to limit it to grantspace talk about economic incentives. Cool for for our audience, small and midsize charities. Why are these things made available? The idea is that there needs to be some stimulus at all times. To incentivize organisations to grow and invest and hyre create jobs and really contribute to the economic well being of an area or state a country. And so programs have evolved and exist just everywhere everywhere on the planet, actually to help encourage activity that will contribute to the economy of any given jurisdiction. Okay, so we could be talking about city state this’s way also talking federal level opportunities incentives? Yes, most definitely every layer of government. Rnc va ble has something to offer on the economic menu, if you will, to encourage organizations could be for-profit not-for-profits combination, ah, to invest, to grow to hyre to do all the kinds of good things that really contribute to the economic base, the tax base and the you know, the economic opportunities for people, wherever they might be. On the charitable side are their incentives mohr for certain types of charitable work than other types of charitable work. Not really. I mean, where if you look at the landscape out there of who’s giving and who’s getting, you see activity in social services, obviously elder care charter schools, but also theater, dance, performing, arts, culture definitely as well as health. Services and other charitable and religious for example, institutions, you know, you name it, whatever is on the spectrum on the knot in the nonprofit world there some e-giving thank god going on because organizations depend for their lifeblood on e-giving not only by private donors, but also by public donors. Yeah, and i don’t think there’s great awareness that these programs are available at all different levels of government. Exactly that’s why i have a job. I mean, we started our firm eleven years ago with the idea to bridge that gap because there were a lot of things that are were on the economic menu by federal, state and local government. I mean, we’re here in new york city, but we’re not unique in terms of jurisdictions offering stuff, and there was very little in the way of know how about what was available, how to go get it, how to cut through the red tape, deal with the bureaucracy and really maximize somebody’s return while minimizing their hassle. So our team based here in manhattan is designed tio work through that we we navigate the mazes we say of these economic programs for all kinds of organizations. Large and small. And you have dahna a little acronym for for what triggers these incentives rhyme your r i m e acronym? Yeah. That’s a throwback from when i was studying to be a lawyer. And i used demonic says a tool to study for the bar exam. In a way i could get through the bar. That was what got through that got me through a swell. So i don’t remember. Do you remember any any cool acronyms? I remember ocean, which which are the elements of adverse possession. No adverse possession. Okay, open continuous something something. And no tort aureus was adverse. Possession is when you take over land, right? Yeah. For twenty years, you’ve. You’ve done all these things on a piece of land openly, notoriously continuously all that you can take it over, and you own it, they. But if the owner notices it at year nineteen and a half and it’s a twenty year statute you squandered. You squandered a lot of good time and money. Kind of. But you were trying to steal somebody’s land, so you deserve to be thwarted. Yeah. It’s. A very old legal concept. I i doubt it. I think it’s still used in some situations because you hear about squatters, artists squatting in buildings, loft buildings in manhattan years ago anyway, and that eventually took over ownership because the landlords were out of town. They didn’t care. They let the building’s rundown and artists got to take over whole buildings here night that’s, ocean. But we want about ryan, which you don’t spell, right, but that’s okay, are i am for when we when we trigger these things, what what’s what’s our starts off with our what does it stand for? So rhyme is our renewal lease. I invest in property or equipment or in training staff, for example, m is moving, ieave, relocating, moving from one place to another. He is expanding. Maybe i’m in this building, but i’m expanding next door those of the typical triggers for economic benefits because that means that the organization is moving in a direction which lends itself to contributing to the local economy means somebody’s growing somebody’s acting somebody’s, putting money at stake in the system. And therefore government’s interested in supporting that renewing the lease that that happens pretty pretty frequently. Andi again, i don’t think there’s awareness that just because you’re signing a new, maybe five or ten year lease, that there may be an incentive available for you, exactly, i mean, who knew on again that’s why i have a job, but and in most areas that’s where there are, say, designated zones where economic activity is being encouraged in the middle of manhattan? Not so much, you know, but in other areas you’re talking nationally, yeah, nationally in other areas where you’ve got designated zones, maybe formerly distressed areas, areas that are geared for revitalisation areas that are trying tio, you know, make a comeback, those of the kinds of situations where simply renewing the lease, in other words, re committing to your stake in that community. Khun trigger some kind of economic benefit for your organization. Excellent. Okay, um, we have just a minute or so before we take our first break for a couple seconds, so should you look around for possible incentives? Maybe before you’re renewing? I mean, when you know you’re lisa’s coming to a close because maybe not only if you stay, but maybe if you leased somewhere else, you’d be in the same community, you’d be a little better off. Sure, sure, i mean, the most intelligent organizations look att this was saying, there are listeners are no, they’re there, they’re there. They want to be more intelligent. By definition, they want to get more more intelligent, right? Sure, sure. So those organizations are well advised to look early and look often and consider what their options are before, you know, making a commitment, a contractual commitment, somewhere. We have to take a break for a couple seconds, and when we come back and came and i are going to keep talking about the money is out there. All these economic incentives for you stay with us. Talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and endurance? How i’m rika keck, holistic nutrition and wellness consultant? If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s. Six for six to eight, five, eight five eight eight initiate change and transform your life. 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, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. I’ve got to send some live listener love. I love this one. Kamloops, british columbia welcome, kamloops, san antonio, texas, arlington, virginia live listener love going to you and lynette singleton is out there. She is live tweeting the show so if you want to follow the net if you want a live tweet along with her, use the hashtag non-profit radio. Hello, lynette live listen love also new york, new york i’m glad you’re with us beijing china chung ching, china chung shot china ni hao, amazing asia checking in and there’s more, much more to come and we’ve been we just went around the globe and from virginia teo chungking, china let’s talk about your ill a little rhyme i investing now a charity may not ah latto charities can’t necessarily buy real estate. Is that the investment? Is that what the eye is in for? Invest? You know, investment i used not in so much in the wall street sense, but in the sense of spending money, capital on plant equipment staff was raining stuff. What if? What if you’re renovating? That’s? Good to accounts. Sure, you’re spending money in an improvement and of space and ah, that contributes to the economy too. Okay, m is moving was that about moving? So this is where jurisdictions get really competitive and it gets very interesting because suppose, you know, your organization has the opportunity to go really anywhere. You could go to china, you could go to california, you could go to arlington, virginia, shout out to my old neighbor in virginia, and so jurisdictions compete to attract those types of organizations when they’re deciding whether to move. Ah, because that could mean the transfer of jobs and investment and money into community from elsewhere. Your neighbour in arlington did they know when you when you were twelve years old on the elementary school radio? I don’t know, we should ask. Maybe they will remember the show if you remember the show use hashtag non-profit radio arlington, virginia if you can remember what an kayman sure with twelve years old and tell us where we’re watching the hashtag here in studio it was my peak. No, i don’t know that this is the peak e i don’t know if you’ve been on oprah or good morning. America. But this is your climax right here. There you go, it’s. All been leading to this moment. Okay. Thank you. Dahna. Expanding. Oh, no. Moving. Oh, no. We get recovered. Moving, expanding, expanding. You said a little about that’s. A little more expanding, particularly in this day and age. Anybody who’s. Adding to their workforce is like that’s the holy grail of economic development right now, because job creation is where government is particularly in wristed in stimulating activity. So i suppose i have ah, small theater company. But i have the opportunity to grow and add set designers and writers and producers. And what not now, that becomes interesting to government because those are represented jobs and therefore, you know, tax revenue. Also, you look at the sort of secondary effect of that kind of activity because those people in that place of work, wherever it is, are spending money. They are buying things. They are contributing sales, taxes and income taxes. And even if the organization itself is exempt from income tax because it’s a charity or educational or non-profit institution, the people who work for it are subject to income tax, and they pay sales tax. And also the organisation uses up energy, so those air costs, which can be mitigated through various incentive programs. And i find that that’s where also currently a lot of interesting opportunities air had in the nonprofit world. Because if you’re say renovating a theater and you have the opportunity to outfit the lights with led lights or something super efficient or make sure your cooling and heating systems are super efficient, then thie utility companies, in addition to government, have many programs available to mitigate those costs. You can actually get cash rebates against that type of spending. Energy efficiency, right? Yeah. I was going to another when i was going to ask you about. And actually something is coming to me. I want to help you with this rhyme. This eyes misspelled acronyms very, very needs. Problematic tim it’s. Pretty lame. That bothers me. Now, if you had r h, we obviously got spell r h y m e for rhyme heat could be heating air conditioning. And that could now that’s little too narrow. I know, but it could trigger the thinking about, uh, energy efficiency. All right, fair enough. Now we need a why? Like what? Do we not have covered training? You don’t really have training. You have it in investing could be investing in your workers. You could have like you train ad h for heat and why for you train you’d taken a little poetic license there, but it works for me. We’ll take that. Okay, i’ll feel better anyway, if we could just do it for the next few minutes, it’ll it’ll ease me. This’s rhyme is very upsetting to me or i am me, um, you mentioned investing in employees and i think there are special programs for hiring veterans. Yes, yes. Let’s. Talk a little about that. Yeah. That’s. Really? Ah, wonderful opportunity. And i wish those programs, you know, were more robust. Ah, in the federal government, there have been programs, too. Basically give tax credits, two employers who are hiring veterans and and the way they have categorized. This is according tio, how long the veteran has been out of work and whether the veteran has some sort of injury. The state of new york, fortunately, has recently passed legislation that says any hiring of veterans can be can qualify for for again tax credits at the state. Level the jobs and the credits really are about they have to be created in twenty, fourteen, twenty, fifteen so there’s a bit of a lag time between when these things can get claimed and also for non-profits those hiring credits not so valuable, right? Because a non-profit is typically exempt from income tax, hence there’s nothing to deduct claim the incentives are against a tax business income tax, right? Okay, in government world, you know that which is tax can be untaxed so often in the toolbox of economic incentives is our are things in the tax code you khun untaxed something, but in the nonprofit world, they’re they’re limited taxes, which an organization might pay. But that being said, there are still taxes that they pay sales and use taxes usually are exempt income taxes, but otherwise they could be paying real property taxes. If they’re in a building that is taxable on, they could be paying energy taxes as well. Ok, on your site, i saw a white paper that talked about for veterans again salary, salary reimbursement. If you hire a vet that does that sound like something that still i think it was a fairly recent white paper talked about salary reimbursement up to fifty percent. For i think six months. Yes, yes. So familiar. Yes, there is a special employer incentive. A subsidy along those lines. Yes. So that’s on the federal level. So that’s for everybody. Um, yeah, let’s, let’s have a difficult time. Your job search mean, they’re often misunderstood and they’re freaking people who think that that is going to freak out on them and, you know, go go ballistic or something. And, well, it says such unfortunate, such an unfortunate, perhaps stereotype and and so untrue. We hired a veteran, a twelve year army captain. Miz? Yes, ms brandi whitlock. She wrote the white paper that i’m referring exactly she’s she’s on the case. So her her research is current and it’s it’s very excellent. And from first hand experience, she can say that boy veterans are eminently employable. She used to deploy thousands and thousands of veterans too distant lands and has served her time for twelve years and elevating herself to captain, working from as a veterans from since high school. And now we’ve been so fortunate to have her on board for the last and she’s been with us now six months, and i’m telling you, this woman can move mountains. She has tremendous discipline and work-life iq, you know, for for non-profits that want to hire vets? I think it was that same white paper i saw there’s something called national resource directory. Okay, an rd dot gov and also recruit military dot com. Excellent. Yes. So if you want to take advantage of some of these economic incentives, is what we’re talking about around hiring vets, there’s, two sites teo that connect vets and that a job seeking with with employers totally. And and if it’s not in that white paper, we have access to it. People can email us for it e mail her to get ah paper she has written about why people should think about hiring veterans and some of the common misconceptions around that. All right, how do we start to research what is available for us locally? We don’t want to keep this to new york, and we haven’t done that. Do you have some resources that you can recommend for people? Tto find what may be available to them in their state, their community, for sure. And so at the risk of giving away some of my currency here, but i’ll do it because you’ve asked so nicely. Usually i don’t ask nicely. In fact, most guests don’t think i do, yeah, so some of my go to resource is thank god for the web, our national databases of grants and economic incentives really primarily directed from the government, the mother of all websites in the united states is called grants dot gov, and that has a comprehensive how to list of out how to register as a non-profit to access ah, government grants, but also the piela and all compendium of all grant opportunities available, whether it’s for health, education, culture, you name it if it exists from the federal government as a grant or economic incentive, it is in there the other thing that i find extremely useful and extremely current, and i’m so proud that the federal government department of energy is even put this together. It’s called desire use a dot or ge not desire your think enough it’s called it’s spelled d e s i r yusa dot or ge and say that one more time. So it again, please d as in david s as in sam i r e yusa dot or ge, and it is the fifty state compendium of all grants and benefits relating teo energy efficiency and renewable energy. So whether you’re a homeowner or you’re a non profit organization or you’re something else, all of the economic benefits currently available in the realm of energy are compiled here. It’s, incredibly current you could drill into every state of the union and every scenario that you could think of to pull up what is currently available. I find it to be enormously helpful, and i can i consulted all the time. I mean, another thing that i think is an overlooked, often overlooked resource. Isa siri’s of grants from the federal government. And they’re about at any given time around twelve agencies that participate in this it’s it’s about innovation in research and development. Grant money. It’s wonderful there. Phase one and phase two grants the program is called sb i are small business innovation research and its sister and companion program most relevant to non-profits is called s t t e r small technology transfer and research program. The federal government gives grants it’s too small organizations ah. Anywhere from one hundred thousand dollars in phase one, five hundred thousand dollars in phase two to help stimulate innovation and research in health technology. Any number energy, any number of areas that the federal government thinks needs attention and these grants are always available. They’re different offerings from time to time. So for example, this month they’re putting together ah, all the proposals that you khun submit in the field of energy and the environment, the epa and the d a we are and then the national health institutes have put up there grantcraft poses that you, khun submit grantwriting and in the stt r program, which is technology transfer, a small business can partner with a with an institution, a non-profit institution, to put thes to get thes grant proposals in i think, at the risk of being political, this is a this is an area where it pays to think about the good things that the federal government does for us in the in the in the in the midst of all the furloughs and the and the complaints about, you know, government being much too big and, you know, you talk about that that very valuable desire, database and all these grants i mean, so no government is not all bad. No, and i don’t think anybody would have been equipped or even interested in putting that together because, you know, what’s in it for them. But that’s, department of energy, you say exact on monday, so you and i all paid for it, so we should use it. And i’m telling you, it’s under wonderful engine thank you for sharing all those valuable resource is your butt didn’t give away the store? I don’t think you did, because these these things that can be complex to apply for sure, right? That’s, that’s the thing i mean, you know, you find the information on the internet, but you really need to do your due diligence your homework to figure out. Is that item actually valid? Is it in place? Is that information current? And then you get into the whole rabbit warren of applying for grantspace benefits, which means you really have to compile lots of information and put the pedal to the metal as they say it’s a lot. Now you have ah, you have a background in dance. And you mentioned your family was in the performance? Yes. And any spillover between that world and your work it ah, new york grand company. Well, as they say, right? All the world’s a stage. So yes, i well, here i am on the radio, performing once again. Well, i invited your not knowing you have ah, have a background, you’re you’re dancing through the grants world dance with grants that’s good. I like that that’s so that’s not actor that’s. An alliteration in which i happen. Teo, like very much deliberations. I haven’t actually gotten any dance grants of late. All right, we’ll work on getting you a dance company client for sure. We have to leave it there. And thank you very much. Thank you. And kayman is founder and ceo of new york grant company. You’ll find the met and why grants dot com and why grants dot com thank you very much again and pleasure. Thank you. Right now we take a break when we come back from that it’s tony’s take two and then here’s an alliteration the ppa latto paul with jean takagi. Stay with me e-giving thinking tooting getting ding, ding, ding ding you’re listening to the talking alternate network waiting to get me anything. You could are you suffering from campaigns? 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. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Duitz schnoll kayman if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Dahna durney welcome back. Time for tony’s. Take two and let me you start that with some live listener. Love fukuoka, japan and tokyo, japan. Konichiwa, tijuana, mexico. Hola, that’s. I’m sorry, it’s, about the best i can do from my eighth grade spanish. I apologize. Do you want a wel welcome? Seoul, korea? I know it. I know it. Anya haserot and italy hyre bon giorno, of course, but there’s one asada dahna satya. I am doing stand up comedy much better than what? You just heard that this evening. So if you happen to be in the new york city metro area and a couple of ur it’s nine. Thirty this evening at metropolitan room on west twenty second street. But for the vast majority of you, the vast, vast majority this’s not that meaningful because you’re listening after the show long after, you know, probably the following week or two. So i take this opportunity to let you know that there are my standup videos are on the youtube channel which israel tony martignetti and there’s some stories of unrequited love in seventh grade and being publicly thrown out of the seventh grade chorus seventh grade was traumatic for me, my struggle with the law school admission test there’s a couple of videos that are up there. It’s not old it’s not depressing. You will laugh. People have been laughing at me since seventh grade. That’s the channel israel tony martignetti on youtube and that is tony’s take two for friday, the tenth of may nineteenth show of the year. I’m very pleased to welcome back jean takagi he’s, principal of neo the non-profit and exempt organizations law group in san francisco, california. He edits the popular non-profit law blogged dot com and on twitter he’s at g tak gt a k welcome back, jean hyre county, thank you very much for having me. Oh, it’s, always a pleasure. Hyre we’re talking about this dan ppa latto video that was that was viral. I think the first one was at ted, a ted conference and then in ten, the non-profit technology network also had him at a conference, but the one i’ve seen is the is the ted version very provocative buy-in therefore controversial, which i admire. I like people who stirred things up a bit, um he’s challenging some basic assumptions and limitations that we have on the on our charitable sector. What what what’s going on there? Well, you know, i like the controversy generated by dana’s welchlin attracted some criticism, but i really love the public discussion on this it’s the youtube and the ted video generated, i think, close to two million views a month now on it can really change the public perception about overviewing what what dance message was or is his general message was maybe we shouldn’t vilify overhead costs and ratios is something negative in the charitable world, and i think that’s a very powerful and important message to get across now, they’re details in there that i may not agree with and you may not agree with us well, but i think that main message is a great talking point. I pulled listeners before the show, and one of the questions i asked is, what do you think of dan? Pull out his vision of amore free market charity sector and fifty percent said it’s brilliant and i embrace it, and forty percent said he raises some interesting points and then the others either didn’t care for it or didn’t see it, but ninety percent either love it or i agree with sounds like with where you are, you know, he raises some very valid points for for a provocative discussion. Yeah, and that doesn’t surprise surprise me at all, you know, i think, however, and talking is a lawyer when we look at some of the rules that are involved, what then maybe saying at lee duitz initially is we need to change public views rather than laws unnecessarily that that limit some of these things. Although he’s launched if you read his book, he’s launched a campaign that will protect the non-profit sector against laws that might limit things like how much you spend on fund-raising as well. So that’s, where we start to get into a little bit more of the controversial stuff and maybe things that don’t resonate as much as compensation, which i think resonates with a lot of people in the nonprofit sector that feel like, you know, if you’re a non-profit executive, you maybe feel like you’re taking a discounter, you’re under compensated for what you might be making in the for-profit world, gino, i have ah clip of his i don’t have a clip for all the five challenges that he issues. And we’re going to talk about them, but i do for a couple, and i have this clip for compensation here’s what he’s essentially saying and we think of this is our system of ethics, but what we don’t realize is that this system has a powerful side effect, which is it gives a really start mutually exclusive choice between doing very well for yourself and your family, or doing good for the world to the brightest minds coming out of our best universities. And since tens of thousands of people who could make a huge difference in the nonprofit sector, marching every year directly into the for-profit sector because they’re not willing to make that kind of lifelong economic sacrifice, we’re talking about limits on compensation, and you and i have talked about this before, but not obviously not in this in this context. What, what what? What are those limits that we’re talking about? Well, the compensation under federal tax laws and state laws may apply as well say that if you’re a charity and you’re going to compensate your executives, that compensation must be just unreasonable as to the corporations so you can’t pay excessively and what? Is excessive is sort of a matter of all the facts and circumstances, but generally we look at comparable than they are, they’re comparable charitable organizations typically, although you can use some other organizations as well toe look at comparable, but are are you within the range of comparables that other organizations they’re paying under similar situations for similarly qualified people with similar responsibilities? So that makes it what we’re really looking at, but that makes it hard than to compete and to go it forces everybody to be at roughly the same level you can’t create a huge incentive by by offering fifty percent more than the comparables yeah, and i think that’s why it resonates with so many people, but i would sort of make everybody aware we’re paying our college football coach is under this standard as well. So there’s quite a bit of room in there for a really, really high compensation that we’re talking about big organizations or institutions like like private universities, well, they confined like a smaller scale. We’re probably not that worried about, you know, compensating smaller organizations where they’re really excessively paying they’re executive directors because that’s very, very rare just under the circumstances, a smaller organization just doesn’t have thie economics t justify that that type of compensation, unless they’re being used inappropriately for, you know, founder to compensate himself or herself way really rarely see that that overcompensation problems, but okay, but that’s, because there’s a big uh there are big disincentives and penalties if there is over compensation, right? Well, i think that’s partially the case, i think the vast majority of charities want to do a good job and served there been intended beneficiaries, so they’re not looking to overcompensate their executives unless executives are providing that return benefit that’s going to be felt by their intended beneficiaries. I don’t think we really get to a problem of excessive compensation, and less boards are using the organizations to pay off often insider and the charity is really running for private interests rather than public interests, and i think there needs to be laws against that, right? But that’s what? You and your finding that that’s quite rare. Well, yeah, i find it quite quite rare when charities are on the up and up about this. There are cases, though, and they aren’t as rare where charities are. Being misused for for the purposes of their insider. Okay, i i pulled listeners on this compensation question. Do you believe charity ceos should be paid comparable to corporate ceos if the organizations and challenges are similar and half said yes, and only about fifteen percent said no, and then there was a bunch of some explanations, which are i’m not sure i have a chance to get to but half think think, yeah, i mean, if the job’s a comparable pay the people comparably well, i don’t exactly agree with that, but what do you think? What do you think, tony? I do agree. I think that a cz long as we can have justification for why the why? The why? The salary is appropriate. The person you know, here she brings enormous talent or connections or, you know, has has had a big track record of success. Then i think it’s okay to go outside the comparables in the community. Why? I think you know that part is what resonates with everybody in this sector and why everybody’s cheering dan, or at least fifty percent according to our poll or your pole but here’s, the problem is that for-profit they’re not really limited to the compensation they can pay, they’re executives on dh public companies are there’s a little bit of an exception in there with security flaws that are involved there, but for the most part, for-profit compay whatever they want, teo executives now non-profits were given the same standards and allowed to go up to that level, then there could be a lot more abuses of about individual charities, even though i think even still the vast majority of charities would not misuse that compensation tool, but with a few bad cases, the media jumped on it, and then public confidence in the sector dropped. Yeah, i was afraid that there’s not going to be just, you know, attraction of mohr individuals into the non-profit sector, which is great toe open up the talent pool because more people khun khun, vie for these jobs that are paying a higher salary, but i think you know, the negative influence on the sector and the public trust, maybe mohr of ah, a detriment to the sector than the individuals that were attracting let’s go to another area that he challenges us on advertising and marketing and his concern. Is that the public doesn’t like to see donations used for advertising, right? Yeah, and i think you probably recognize that somebody who’s been involved professionally and fund-raising as well, tony, that that that donors may not really appreciate high advertising costs, although the impact of those advertising costs maybe very powerful dan is experienced with his breast cancer, walks, a bicycle rides, but there are some some concerns there as well. I mean, the legal rules that might be involved in that we’re not allowed to use charities, uh, to promote the private interest except incidentally, in furtherance of our public interests or our mission. And if we spend so much money on advertising instead of programs, that might be an indication that we are operating the charity for the benefit of the commercial fund-raising organization. So if just to give you a ridiculous example, if ninety cents of every dollar you donate to a charity was spent to offset the advertising cost, do you think you to donate? You know, even though the church may have got ten cents that it wouldn’t have otherwise received, i don’t think the public is going to be happy about that, and even if there were no laws prohibiting something like that, i think there’s a problem there if it occurs year after year after year, with a ninety percent overhead like that, ok, well, but that’s an extreme example, ninety percent right? And the money that you do devote to advertising could be used to increase scale considerably. As as you know, as dan describes in his breast cancer walk charity yeah, and that’s where i, you know, absolutely agree that we can’t we can’t just take a look at overhead and even look at it on a one year, two year, a three year basis and judge of charity based on that, maybe a seventy percent overhead would be justified for a couple years if we’re building up to scale a massive campaign and educational effort, there would be the question about whether the cost is actually overhead or programmatic in terms of educating the public as well. So that’s, really a lot of variables involved, but i think you do need some laws again to make sure that, you know, i don’t know if you received these calls, tony, but there used to be some some abuses here where? People would phone your residents and say, you know where charity that’s affiliated with the policeman or the fireman, you know, please loan it to us. A lot of times, those were run by commercial fund-raising companies that were taking ninety percent of every dollar, and the charities were not really exercising any oversight over it because they were just getting ten cents of every dollar that they would never have seen anyway. Jean, we have to. We have to go away for a couple seconds. We’ll be right back. Keep talking about the the ppa latto paul with a question mark, this is a question. Stay with us. Cerini yeah, you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna got lots more live listener love troy, new york. Portland, oregon. Havana, florida, san francisco, california, india welcome, india, you’re you’re location is masked. We know we know that you’re there, but we don’t know where your they’re welcome everyone. Guangzhou, china, shanghai, china ni hao on dh chou fu japan konnichi wa okay, gene, um, let’s, let’s, talk about the risk taking you and i are gonna have to continue this conversation. I can tell we’ll follow it up next month when you’re back, because it’s too rich topic teo, i think just covering just one segment, the next area really is is taking risks. What? What? What’s ah what’s dan pallotti is concerned there. Well, i i think dance concern is that non-profits are not taking any risks. We’re too stuck on the status quo, and that doesn’t allow us to scale the solve some of the big social problems, and we’re not getting anywhere by not taking those risks really important theme, i think that’s resonating throughout the sector i pulled listeners on this one is your charity or one you’re thinking of to risk averse in achieving its goals? In other words, would it have more? Positive outcomes in the long term if it took greater risks, fifty percent say yes and twenty five percent say no and then others had some comments. So fifty percent, of course we don’t know if it’s the same fifty percent of the time, but they seem to agree. But what is it in our by-laws gene that’s? Ah, putting a cap on risk taking well, there are a couple things. The first is the board’s duty of care, so they’re responsible for making sure that the use of the charitable assets are properly used to further the charitable mission of the organization and they have to use reasonable care of what would call and i’m scared of getting into jargon jail, but an ordinarily prudent person in like circumstances. What the hell is that? So it’s the average reasonable person who’s in charge of something like their own business? If they think it would be reasonable, expend their money in a certain way, then that’s permissible, right? But thea average person not not the adventurous, not the average adventurous person. Yeah, because you’re not using your own money, but you’re using charitable funds. We’ve got certain laws that prohibit you from being sort of wildly speculative, but there’s a really important, a sort of distinction to make first is you can’t breathe pretty speculative if the activity you’re investing in is completely in furtherance of your charitable purposes. But if we’re just talking about a revenue generating activity just like a fundraising event but not necessarily a new form of research for breast cancer, for example, but we’re talking about investing on a fundraising event. Now we’ve got a duty not to speculate and that that’s usually under state laws. So we’re supposed to not speculate wildly here, and they would be like investing just all of our reserve assets in one stock and sort of betting that apple is going to go through the roof instead of sort of pausing to think. Well, what if what happens if if apple stock doesn’t go through the well, let’s, focus on what you just said. You can speculate if it’s directly related to your mission. Yeah, you can speculate on a new program that that might do very well in advancing your mission or it might not. But that program is directly related to your mission. It’s not just the fund-raising program okay, yeah, all right, sure, but and then you, of course, you have the the board and, you know, we’re going back to boards tend to be conservative, and then you’ll have donors that, you know, we don’t we don’t talk a lot about failure in the charity sector and and if there isn’t a willing to fail, latto says, as you know, prohibiting failure is gonna kill innovation. I agree with that one hundred percent, yeah, of course, i mean that’s like an equation, yeah, but you’re going to have these prohibition if they’re not legal prohibition is going to have these sort of traditional prohibitions on risk taking and among your donors and maybe even among your board, yeah, and it’s a matter of educating our donors and especially hard board members to invest in that. So we’ve got to invest in educating our donors and boardmember so we can invest on innovation and tolerance of failures. You’ve got something in california unique, teo non-profits there that prohibits this kind of risk taking that puts a limit on it any way you want to say little about that. Well, in california, they’re special rules on how you prudently invested your income so again, it’s just a rule that says you may not speculate and mustn’t said, look to the permanent disposition of the funds considering the probable income as well as the probable safety of the non-profits capital. So if you want to invest in buying a coffee shop, you know that may not be a prudent investment if that’s where you’re putting all your money, even though there might be a very high upside to it. So, you know, it’s usually risk and return are related, and if you’re going to go high risk to get that high return and it’s purely and money investment, well, that’s going to be subject to those laws, if it’s a programmatic investments, then you’ve got some leeway there. Okay, now we don’t really have time to talk about the next to so we’re going to we’re going to hold those off dankmyer latto talks about time horizon and and attracting risk capital by sharing prophet, you and i will talk about those next time so let’s, spend a couple minutes. What would you like to see change, jeanne? Well, i’d like to see that i think the biggest point that that i made in the beginning is that overhead has got to be seen by the public first, something that’s not necessarily evil, overhead or high overhead if it’s used to build scale if it’s used to build solid infrastructures and systems, maybe a very prudent thing. I think in the for-profit world, if you’ve got venture capitalist looking to invest, uh, in some new business, they’re not going to want to see an organization that spent xero on overhead structure that business because it’s goingto say, well, that’s built on a really shaky infrastructure, you know, and maybe a foundation of straw that could collapse at any moment in the future just by going cheap now. So, uh, looking at overhead in and of itself is just a really bad way to judge organizations, and i think that’s the biggest message, maybe the secondary message is toe look att compensation and say, hey, we’ve got to be aware that the next generation is coming in often times with a lot of college debt, and if we want to attract people who have really good hearts into into the non-profit sector and there may be, you know, dirt. That month non-profit sector leaders as the baby boom generation starts to retire, we’ve got to really take care to make sure that that our compensation is reasonable enough for them to not have this luxurious life unnecessarily but have a reasonable life, especially in metropolitan cities like new york and san francisco, where it’s really expensive to live and i gotta factor those things in we have to leave it there. Gene takagi principle of the non-profit and exempt organizations law group you’ll find him at non-profit law blawg dot com and on twitter he’s at g tak e ta ke gene always a pleasure. Thank you very much. Thank you. We’ll continue the conversation next time you’re on next week, gary vaynerchuk you may know him as gary v he’s, a new york times best selling author. Very popular speaker, blogger and consultant. We’ll talk about his upcoming book, jab, jab, jab right hook i think i’m pretty sure we’re going to talk about these celebrities are a little tough to pin down, but i think that’s what we’re gonna talk about fremery a simple she’s, the prospect finder, our prospect research contributor and are doi n of dirt cheap and free research resource is, and she’ll have more of those two share next week. Check us out all over the web links air on my blogged at tony martignetti dot com insert sponsor message we have over nine thousand listeners, fundraisers and board members and leaders of small and midsize charities listening each week you can contact me on my blogged if you want to talk about sponsoring the show, i want to give away a social media road map. This is a booklet about a forty page booklet very informative and concise from amy sample ward so post on twitter to get this the social media roadmap i want you to post on twitter right now live listeners the first one to post on twitter using the hashtag non-profit radio i’m listening live too non-profit radio and be sure and use that hashtag first person who posts that gets a social media road map. Our creative producer was claire meyerhoff. Janice taylor is our line producer and the show’s social media is by regina walton of organic social media. The remote producer of tony martignetti non-profit radio is john federico of the new rules, i hope. You’ll be with me next friday, one to two p, m eastern, et. Talking alternative broadcasting at talking alternative dot com i didn’t think the student getting thinking to do. You’re listening to the talking alternative network. Get in. Nothing. 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129: Some Raise Money While Some Raise Hell & Pinterest and SlideShare – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Marcia Stepanek, founding editor-in-chief of “Contribute Magazine” and new media advisor to the New York University Heyman Center for Philanthropy.

Amy Sample Ward, membership director of Nonprofit Technology Network.

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

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Hello and welcome to tony martignetti non-profit radio it’s that time again. Big non-profit ideas for the other ninety five percent i am your aptly named host. I very much hope that you were with me last week. Yes, i do, because last week was lead and matching gifts in your campaign to start professor john list from the university of chicago, chairs the economics department and founded the science of philanthropy initiative. There no longer must fundraisers rely on tradition and conventional wisdom in campaign planning because he shared a rigorous science to guide you around lead and matching gif ts also many matching corporate gif ts chuck longfield, chief scientist at blackbaud had lots of simple ways to increase your matching gif ts from corporations did you know that volunteer hours are also dollar matched by many? We started with sector benchmarking, and we went from there, and my interview with chuck longfield was recorded at blackboards bebe con conference last october this week, some raise money while some raise hell. I’m talking about women in philanthropy, with marshals to panic. She was founding editor in chief of contribute magazine and is the new media adviser to the new york university heimans center for philanthropy we’ll talk about limbong coleman leadership roles, traditional giving and how women are organizing themselves also, pinterest and slideshare amy sample ward returns she’s, our social media contributor and membership director of non-profit technology network and ten she shares how small and midsize non-profits can reap definite value from these lesser known social sites between the guests on tony’s take two, my podcaster on top i’ll tell you what i’m talking about, and i will thank you, my pleasure now, to welcome marshes to panic. She is new media advisor to the n u heimans center for philanthropy, and she also curates its annual speaker siri’s philanthropy three point oh, which explores disruptive innovation in the social good sector. It sounds like some organized anarchy. Anarchy pointed in the right direction. She teaches social media strategy. Yes, it may very well be totally okay. We’ll get teo talk about anarchy. I’m still trying to introduce you. Hold on there, marshal. She teaches social media strategy. You have a very lengthy bio. I was to get through this a cz well, a social enterprise. New media and cause video in the masters program at new york university she was, as i mentioned, founding editor in chief of contribute magazine, her upcoming book swarms. The rise of the digital antiestablishment published by little brown is due out later this year. And it’s actually because of that book that she couldn’t be in the studio because she’s interviewing someone for her book swarms very pleased to welcome marshes to panic. How are you? Thanks so much, tony. I’m just really delighted. Honored to be on yourself. Oh, it’s, my pleasure to have you. Thank you, marcia. Honored not too many people say that. Thank you. I hope you feel that way by the end you believe i’m sure you will. You believe that women are reshaping philanthropy? How is that what’s happening? Generally, you know, i didn’t use teo buy into claims that women somehow we’re you know, very different behaviorally and men in terms of their capacity for compassion and their willingness and generosity. But there’s some new research out and it’s very much triggered buy-in just in the economy and structural changes in the workplace that have given women a little more income over the last ten, twenty years, and since nine eleven, we’re we’re starting to see some measurable differences in the way women spend money in terms of the charitable contributions that they make, so that there are some differences that are starting to emerge here. There’s certainly other differences to in-kind of what those new income numbers are spawning in the non-profit industry, but armored and okay, and we’ll have time to talk about those, so you feel this is mostly economically driven? I think a lot of it is economically driven in terms of just the numbers with regard to the money uh given and how that those contributions different, for example, in the highest e-giving levels of people who give generally men and women, uh, baby boomer aged women are more likely to give them their male counterparts in all giving levels three percent or more, or they’re coming down to charity among people who do that. Male baby boomers and older, single headed households are nearly two times it’s, likely than men to give to charity. So that’s that says an age when most women are saving and have significant savings and disposable income and that’s even happening even as a result of women not getting paid is most statistically on the average than men. So it’s pretty significant. Okay, but there’s also interesting developments around organizing and advocacy. Yeah, very much so because of some of these economic trends, but also as a factor of globalization and particularly social media, technology and internet technology in general, we’re seeing some behavioral changes. First of all, it could be a simple as ah ah lot more charities targeting their solicitation campaigns more directly. Tau women. I know a lot of your listeners. Now, united way has now one hundred thirty seven women’s leadership councils that have raised something like nine hundred eighty five million dollars just over the left twelve years creating marshal those those leadership councils are our volunteers. They’re volunteermatch women supporters, yes, and doner groups. So what the united way has done? Uh, kind of piggybacking the general trend and women’s income and changing numbers and how much they’re spending on charity decided to tap into that trend and organize some of these councils. Teo, do more engagement around women’s not only volunteerism, but something like fund-raising as well and what’s. Interesting about that is, uh, this so called tiffany circle, which is an all female. Network created by the red cross, for example, another organization, uh hey has been started not just by the transport by social media networks that have popped up around some of these activities, so a lot of places they’re using a combination of social media and these economic trance really bolster their fundrasing activities, and we’re gonna have a chance to talk a little later on about women organizing themselves, not needing umbrella organization to do it. But, you know, around some of the controversies, like what happened to komen and rush limbaugh’s comments, and so we’ll get a chance talk about women organizing themselves, as i said, not even needing that kneading the big organization, but just coming together on the social sites let’s talk about some of the social change and social enterprises that you’re seeing women engaged in. Yeah, they’re concurrent with these other changes on certainly partly a factor of economic wealth. Growth among women is that a lot of women, particularly on wall street and other very in the financial services field, are really being a critical force behind the creation of pretty much a majority of social enterprises that are out there. The skull. Forum for, uh, global entrepreneurship has done on international study on this and seeing that at least half it’s not up to as high as seventy percent, and some regions of the new enterprises that have been started have been done by women, women who have earned independently of their thousands um uh, who are seeing that the needs community isn’t as fully developed as it ought to be around new issues of concern to these cohorts, such as women’s, self esteem, women and girls, self esteem, women, education issues. Now, these air getting much more focused thanks to a lot of the social enterprises on march for-profit businesses for good, if you will, that coming online. Also seeing a lot of female boomer women burned, creating films, getting into the social good film space and making some very interesting documentaries that are here about women helping women and trying to move the needle a little bit on education and their film initiatives that are also being used to raise a lot of money for certain non-profits abigail disney surely johnson, some of the big entrepreneurs are involved in these things on there, really successful in terms of measuring impact. Are there? Are there specific documentary titles? You khun you convention for us? Yes. Uh, shirley johnson made something about kicking the ball, which is about women’s basketball group. We’ve got abigail disney was working in liberia. Um, we’ve got some recent documentaries that are are being funded by again the women run fledgling fund, which is a foundation, and it’s about women and girls in the slums of calcutta being turned into activists and it’s a very compelling story. Uh uh, all sorts of new films i’m attending here to see for the first time i’m in washington, d c today as well, and i’m interviewing for the book as well as screaming some films that american university conference on social media that matters and this is focusing, i’m still making efforts. So again, you couldn’t you couldn’t be in the studio because you’re in washington, d c watching a movie that’s what you’re saying, i see a film, they have probably hard working the minute you’re seeing argo and lincoln, i’ll bet that’s why you’re in washington? Because they’re not playing in new york anymore, okay, we have just a minute before a break, so i don’t want to really get into anything brand new, too deep. But, of course, you’ll still be with me after the break. When and i want to make sure that what listeners understand, we talked about social enterprise, we’re talking about often cos right, that air, social, socially oriented, social good business is sort of. We’re talking about socially, social good enterprises that have been begun with the primary purpose now so much of raising money for stakeholders, but for raising the bar on social impact wielding an impact that’s measured first of those companies over organized to be accountable to those kinds of and our wii just very briefly before break, we necessarily talking about corporations or these could be not-for-profits also, these could be not-for-profits for-profit non-profit hybrid organizations and then for-profit organizations, but it’s the way that they’re organized on around what they promise to deliver, i understand what their outcomes are, not not necessarily one hundred percent profit, if there, if their profit mathos lately, okay, we’re going to take a break and when we return, of course, after this marchenese to panic stays with us, and i hope that you do, too, talking alternative radio twenty four hours. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m rick, a keg, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the 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 to big non-profit ideas for the other ninety five percent. I have to send live listener love. Now is the time let’s start anyway. Taipei, taiwan. Ni hao, changsha, china. Shanxi, china, hi bay, china. Beijing, china knee. How going out to china and taiwan, fork. Wacha, japan. Konnichiwa, and new bern, north carolina. What’s going on there. More live listener loved to come their arm or live listeners out there. Marcia yeah, let’s, let’s, talk a little about the a new organisation called the girl effect they have on there on the opening page of their website that what they say exactly, that women are the most powerful force for change on the planet. You what do you think about that? No, i got this. Let me say that hyperbole is shared by by because i was wondering how about even like, like men, maybe i don’t know they’re not a good food what’s interesting about the girl effect, though, is kind of the structure behind it, and we were just talking a moment ago about social enterprise and so forth. What the girl fact represents is is a really progressive and very successful partnership. Example of great collaboration in the do gooder space between the noble foundation, which is run by the bucket children warren buffett’s, kids corporation, nike and it’s ah it’s foundation arm and ah partnership with hundreds of non-profits that have it’s part of their mission statement helping women and girls to achieve change, whether it’s in the education space of the art stays or healthcare. It’s a partnership where ah, a very good shorts film was funded, its animation, but it basically finally connects. The dots taking it from hyperbole to show why funding women and girls projects actually affects everyone ah, and affects everyone in a very local way. And so it’s in a very effective messaging tool that kind of breaks through the the problems that a lot of these issues had had in the past, where it sounds awfully one sided, the girl fact does a wonderful job of making this ah, great messaging, peace around thie economic impact on everyone of the lack of educating women and girls, and some of the status around the world. Dahna uh, the lowly status love women hold around the world. So it’s it’s a great burger, and what it does is it kind of lends this little short film to a lot of organizations that couldn’t otherwise afford to make it and lets them put on their websites and interface that helps them to raise micro cash, you know, ten dollars, twenty dollars, right after people to do the film online, they’ve done ability, teo, donate to some of the causes that have been vetted. And though it’s just a wonderful campaign that is now finally being copied in other parts of the sector so we hope to see more of that kind of collaboration in the future. In fact, we’re seeing a lot of micro giving among women organizing themselves around social enterprise. Yes, we are a aa lot of this thie evolution of social networks, social media still relatively, very new, but as people get together and now they found each other online and now they exchange, you know, kind of information about the trivia are the important bits of their lives. Now, the next evolution is the first getting people together to make change or around certain issues folks i care about and what we’re starting to see is on what we saw a lot of last year were the social network, some of them that are very strong, many of them led by women being able to make a difference, either in defense of, uh, an action taken by an organization or to bring up some concerns that hadn’t been brought up otherwise and holding some of these traditional non-profit organizations accountable. And, of course, the the leading edge that was the komen foundation controversy where coming foundation had decided to be fund-raising goods breast cancer testing on dh without telling a lot of its membership, and when it finally freaked out, a lot of folks got online a lot of women and started protesting thiss was an example of women organizing themselves through the social networks and very rapidly yes, absolutely, and it was a very successful protest, and it wasn’t so much the significance here isn’t so much whether you believe that that decision was the right or wrong one it was looking, and there are social networks out there holding traditional organizations and non-profits accountable for their actions and ways that has never been before. And the rapid response of some of these networks to some of these decisions has really encouraged a lot of organizations to start really getting serious about engaging your supporters and their networks in new ways so that everybody does feel that their part of the decision making process and there is a new level of accountability achieved not only holding organizations accountable but individuals for there flippant and ah antagonistic, i’d say, remarks rush limbaugh, when he accused you really accuse nobody eats cited a law student was a prostitute because she wanted funding for birth control to be included. In health care and there was a huge backlash. Yeah, there was an internet firestorm over that in just three days. That firestorm was ableto porcelain about to apologize, not once but twice to the woman he had called a flat was the one of the quotes, okay? Ah, and he lost nearly one hundred advertisers right in that in that, uh napor so we’ve seen that these swarms, if you will, of the social networks that have been highly developed and that have a riel sustainability to them, are able to work very quickly when they’re organized. One of my colleagues, a friend of emmett has called these accountability networks actually because they’re social networks and they are always there, but they can get into action very quickly. Uh, if one of them are influential, members of these networks decides to call them into action. So it’s somethingto watch it’s a phenomenon now, but it’s becoming replicable, and we’re seeing a lot of this kind of action over. Yeah, and so this is what you’re calling swarms of women in this case and it’s not women, are not the only ones active actively engaging but that’s that’s the third today, but one of those air swarms saw another one very well done stop sopa campaign, but to delay a vote by the u s congress that would diminish him internet freedom, at least for now. And, uh, it’s, really a new form of activism that is used social media to coordinate swift action around the specific goal. And it’s it’s it’s significant because it’s, uh, much more to do with the ability of new players and the advocacy sector toe work collectively and successfully kind of outside the non-profit sectors long established structures fired-up alternative goals. So it’s it’s something that all organizations want to start infusing more with their supporters in new ways but also so constructively trying to really be able to prove that they’re having an immeasurable impact. A lot of donors now are saying, what have you done for us? We’re the cause lately, and a lot of organizations are now using the social media tools to measure impact, or at least to get a more specific numerical handle on the work that they are doing so that they are able to not only convince people of their value, but to be able teo create partnerships on new levels to achieve more social impact over time marchenese to panic is the new media advisor to the n u heimans center for philanthropy, and her upcoming book is will be swarms. The rise of the digital anti establishment, and you can follow marcia on twitter. She is at claw cause pardon me at cause global ah, marcia let’s, let’s focus a little more on the on the actual, more traditional e-giving and the way women are being more generous essentially than men, it’s a it’s a little more about that. Yeah, even though women in general are earning less than men and have less money in retirement and are generally outliving their spouses, these recent studies on their standing for charity demonstrate that young women, certainly, and especially boomer women, older women in particular are just more likely to give and to give more to charities and then beyond that, there’s, also a behavioral that women in a recent survey by indiana university also said that they they want teo uh, not just have more impact on spending. They want to be more involved in the decision making and indeed, a lot of the rise of some of these new organizations on social enterprises, uh, is due to women wanting to bypass, too simply writing a check to existing organizations but setting up a kind of a bee metrics around specific initiatives that they themselves want to see. And as long as they have the means and some of these new networks, especially on wall street and elsewhere, to accomplish that, they’ve been racing to set that up. That slowed a little bit during profession, but still a very vital force. A lot of people are saying that this income situation for women and this this habit of giving mohr, especially among older women, is very likely to continue. By twenty thirty, for example, fifty four percent of american boomers will be women. And because of their sheer numbers and the social changes that have occurred as they grew up, they have a significant impact on society through their beliefs and attitudes and behaviors and have us already. And so now, as they get older and more charitable on dh, i think we’re seeing the start of some more further behavioral changes among women towards charitable organization. So i think that’s a little bit of good. News you said earlier that the social networks are relatively young, but i hear people say how sick and tired they are a facebook or or twitter sometimes are these are these social networks with us forever? I think some forms of them are, and certainly is they morph and evolve our use of them well, morgan of all hope, the more distinctive things about social networks and social platforms that we’ve seen over and over again is that the people using them tend to define how going tio improve them over time. Ah, facebook, for example, everybody’s kind of getting organizations on facebook now so much personal things now that but seeing how they used them toe left bitch events and, you know, do pr in a different way, certainly, uh, we’re also seeing a rise in the use of private social networks, kind of a private facebook that go under certain names like ning’s o r other certain other platforms that are being set up so that it’s kind of like a private, charitable, uh, type of facebook that’s membership only on some organizations and non-profits they’re using this to great effect, one in particular is the provocative understand veterans organization? Marcia, marcia, you broke up a little bit, say they say the name of the organization again. It’s called i a v stand veterans iraq, afghanistan veterans association a okay, i look, they’ve dahna they set up a peer-to-peer private social network, uh, that bear as long as you’re in that network, you know, they don’t want this isn’t like vietnam veterans or korean, more veterans for eighteen, nineteen, twenty year old folks just and this particular war and are facing some very unique challenges, thanks largely to the health care technology being used to save them from injuries that in previous years killed and so there are unique challenges for them coming home and a lot of challenges always for veterans coming home. So combined with their existing use murcott given their age and their experience before going off to war ah, they are very successfully putting together these private networks is veterans to talk to each other, and they’re subsets like women’s subsets like people who were injured from a certain type of injury and you get on them by giving a password. You are pre qualified so you you it’s not just anybody, is not your fourth grade teacher finding you it’s a private conversation that built trust and credibility among the members and as it moves toward a membership model it’s also proving to be a very sustainable non-profit kind of model using social networks to serve those in need buy-in involving an engaged, those in need not just writing checks, marcia, just just a minute or so left, i have to ask you, what is it you love about this work and the and the research that you’re doing go how people, uh, can hold power accountable in new and constructive ways. I love how this technology couples to be advocacy sector e-giving voice teo so many more people who otherwise were not involved. These full social media, the, uh, the internet has democratized philanthropy, and in such is turning traditional organizations on their beer. I think it all about here. Social change, enormous empowerment absolutely marchenese to panic is new media advisor to the n u heimans center for philanthropy. Look for her book coming out later this year, swarms the rise of the digital antiestablishment it’ll be published by little, brown and she’s at caused global on twitter marsha thank you so much for being a guest, my honor and pleasure. Thanks, tony it’s. Been a pleasure having you right now. We will go away for a minute or two, and when we come back, it’s, tony’s, take two, and then amy sample ward is with me, and we’re going to talk about pinterest and slideshare stay with me. They didn’t think dick tooting getting ding, ding, ding ding. You’re listening to the talking alternate network e-giving. E-giving cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there and welcome back. More live listener love! Montgomery, illinois. Tustin, california. Littleton, colorado. Atlanta, georgia. And two unidentified in somewhere in the united states of america. You’re masking your i p s we know who you are, i’m just since you’re masking, i won’t say who you are, but we know who you are. I’m just telling you that we know here you’re not you’re not you’re not hiding from us, but two unidentified on dh for our listeners in china, all those cities in china that are listening, i said earlier. Happy new year, gung hay fat choi also xero chou korea and seoul, korea on yo haserot it’s, time for tony’s take two, my podcasts are on top and i’m very grateful to you for that. This show was what’s hot in two categories on itunes very recently non-profits and government and organizations and my podcast that which is a monthly for the chronicle of philanthropy fund-raising fundamentals. That was a top podcast in non-profits the’s honors are enormously fleeting. I don’t know, maybe they last five minutes, maybe their last an hour, but they go fast, so i took screenshots and you could see the photographic documentary evidence is on my blogged at tony martignetti dot com. But more important than that, i want to thank you for rating the show. We had the five hundred stars campaign. Thank you very much for raiding the show on itunes more than doubled the number of ratings and i’m sure that’s what made the show trend in itunes. And there was some carryover effect to the to the other podcast to the fund-raising fundamentals that i do. So i thank you. Um, my next guest would caution me that there’s more to true social engagement than numbers and and bumps and and peeks in listenership. So i i take that seriously there there was a lot more to that than engagement. But i thank you for being engaged to the level that you have been so far, and hope to get you even further along mohr, that on my block at tony martignetti dot com. And that is tony’s take two for friday, february fifteenth, the seventh show of this year amy sample ward she’s, the membership director at non-profit technology network. And ten her she co authored social by social, but even newer than that her very new book, also co authored, is social change any time everywhere with forward by two time guest on this show, craig marko is the founder of craigslist he’s been with us twice amy’s blawg is that amy sample, ward dot or ge and she’s on twitter at amy r s ward on twitter. That’s right? I’m going to finish the sentence without without without twitter id, and we know that the army’s rene amy rinascente ward welcome back. Thank you for having me. It’s a pleasure every month. I’m always surprised you allow me back every time. No, you shouldn’t be. I make you feel that in secure. I assume that there’s like a jargon jail downstairs. No, no, no, you’re you’re you’re pretty good about it. You’re quite good were very conscious of jargon jail amy’s here with her little field notebook it’s, an adorable little yellow forty eight page notebook. It’s branded from the state of texas. I don’t know. What were you in texas lately? Is that where you got your little fuel? No. It was given to me as a thank you by a friend, david jnf, who lives in austin. And i don’t even know why he was thanking me, but he gave me this little field notebook and it’s the perfect size it’s about phone sizes, let me ask you, you have co authored or contributed to five books by my count, when you’re going to do one on your own? Yeah, i’m hopeful that maybe that one is next, okay? And then there’s none of the like, you know, trying to interpret someone else’s edits like, for better or for worse, i could just come out of my brain and we’ll see what happens. It will be very, very much better. We’re looking forward to the solo effort, but we’ll celebrate your book coming up. In fact, i’m going to you’re going to one of your book launch events, which we’ll talk about later on act for the end later this month for those who are in the new york city area, but right now we’ll talk about pinterest and and slideshare um, how did these how do these fit into social change and social engagement? Well, i think that they’re really great examples of platforms that actually have tons of use, but organizations haven’t, for the most part translated how individuals air using that tool to how they as an organization would use it. You know, facebook’s pretty straightforward, you have an individual profile, you have an organizational page like you know, how to get started. But with these tools where there’s there’s, no difference between who the the user profile is, organizations are a little bit more, you know, without boundaries, there’s too many options, so they don’t really know how to engage. But organizations that have tried or are using the tools in part of their content strategy are really seen engagement there. I don’t know which one you want to talk about for just let’s talk about why don’t you explain what pinterest is? Because maybe so little known to some people that they don’t even know that exactly what it is? Sure, so pinterest is free to use social platform just like facebook or anything else where it is free to use, but that means you are than the product on and it’s very visual driven so it’s all about collecting on a pin board that’s virtual, just like you would maybe, you know, in your office pictures, recipes, anything on the web so whenever you pull in a block post, whatever images associated that block post would be actually what people see on your board, they wouldn’t see the block video also yet exactly. I have a pin board for women leaders of non-profits excellent on video, but it’s video zoho contributor of them speaking so just a quaint listeners that video can be as well. And then what you’ll see on that pin board if it’s videos would just be a screenshot, right like this still like you would when you had a youtube page and the video isn’t played ok? Yep. On dso you, khun, even though you have this pin board, you can actually have unlimited pin board, so maybe i have a pin board for conferences i want to attend, but then i also have a pin board like the most frequent one i see is recipes that i’m going to cook one day, but i’m never actually gonna cook like that whole sentence isn’t the title, but it’s like recipes and you know this person’s never cooking next i wish list. Recipe list. Exactly. All right. So how are charities? Engaging? Constituents were around around pinterest. Yeah, their organizations have you. Know, as you can imagine, tried different things, short campaigns, longer standing content and something that’s interesting, and i know you have the links to some infographics to share on the block. Pinterest has about eighty percent of that content is repent content. So anyway, you know, if i went to your pinterest board say, if it was the average boring, you know, think about hypothetical i would never i would never dane never squander my precious time with tony’s interest account because of pin boards are so mundane and superficial and dull, but if you if you stumbled on it buy-in accidentally, you clicked on it stumbles away there. Um, eighty percent of the content across pinterest is repent, meaning someone else pendant first, and you’ve just, you know, reposted on your on board, so but like you said, you’re, you’re bored that’s all about interviews with non-profit women leaders, i’m sure that you were the one that did that interview are or were some of the original? Yeah, so they’re going to show up all over pinteresque, but it’s because you were the source and so thinking about that at, like, how much content is shared amongst the platform where is very little of that content for people? Time is spent clicking on things, and i’m going to read websites. You know, i think organizations naturally think, well, this is, you know what has put up a bunch of great images to our website and we’ll drive a bunch of web site traffic, but that’s not the case, people are using the platform within that within the place. Yeah, so eighty percent are re pens? Yeah, that’s enormous. Yeah, do you have a corresponding stat for any buy-in a chance for twitter. How much of twitter is re tweets versus i? I don’t have a twitter for tumbler, which is a more similar platform to pinterest because it’s ah it’s like blogging but it’s much, you know, micro style and it’s about nine out of ten temblor posts are re blogged so it’s very similar in that way where people that are on the platform or just, you know, following each other and finding great things and it’s more a matter of like, i want to have the best curated recipe board versus the on ly recipe board, you know, so it’s it’s much more shared eso organizations are taking advantage of that in different ways. One one example that i really like. Because it’s very clearly aligned with the mission is city of hope, which is an l, a based a hospital research center, etcetera. They have a campaign called mushrooms for hope because mushrooms are shown to have really great health benefits, especially for people at risk of or with cancer. So they have a mushrooms for hope board that’s. All great ways, you know, recipes to use mushrooms, because we know everybody in there. Mom has a recipe board on pinterest. So why not, you know, curate all those different ways to use mushrooms so that people will re share it again in the platform and ultimately it’s, not about them knowing who city of hope is it’s about them eating mushrooms, right? You know, but they’re using that for exposure exact recipe sharing community. Exactly. Here’s a great super great cream of mushroom soup recipe. Right. Very smart. S o just to make it explicit. So people follow your boards, right? People can follow your whole board. They could also follow just you. And then whatever board here pinning tio, they could get those. Notifications or they could just never follow you and find your your pin through someone else, you know, and then see, allow just a great mushroom recipe, you know, and then click through. And actually the original post was was from your account i love those clever ideas that yeah, that shit’s a smart one. Yeah, another example of maybe not a specific example, but a way that, oh, our strategy for charities to engage on pinterest yeah, a different take on that that i i think is on interesting one is n w f national wildlife federation has a campaign for, you know, getting outside and and has a big, like camping go the great outdoor camp. I’m goingto mess up the name of their campaign, but so they have ah, aboard all about that where they’re pinning other people’s content about campaign so it’s not even their content, but again, it’s it’s making those people in the community that are talking about the campaign feel like they’re in the spotlight because this is a board of all those other people talking three national organization has exactly exactly bored or my my my pen? Yeah, exactly. Engagement. Yeah, exactly. Two way street let’s. Talk about slideshare. Sure. Because always shoot. There was something i want to ask you about. Interest. It’s, overwhelmingly women. Yes. I see different statuses. Somewhere, anywhere between two thirds tow. The mashable said maybe it’s this high is ninety seven percent. So somewhere in there, overwhelmingly women. What should we be capitalizing on that? What should we be doing with that? Yeah, i think part of just to address the point, you’re making that all the numbers being a little different. And part of that is if it’s actual user sign ups versus active users and again, different platforms in different data. Analysts consider active user as, like logs in once a month or is on it for an hour a day like which one of those is active, you know? And once you get wherever you fall in that active definition scale that’s where it starts skewing much more women. So actual user accounts are a little bit more typical of social networks, but the active is much more female. Okay on. And so i think organizations can take advantage of that in those are, you know, the examples where two shared but also just remembering that, you know, even like marcia was saying women want to be making the decision of where money goes, women want to be, you know, figuring out the causes that they care about and engaging with them, so figuring out ways that isn’t just, um, you know, a generic call to action for everyone, but you’re figuring out, what are the the women boomers in your community interested in doing? And maybe it has it it’s not, you know, all about city of hope and all about all of the life saving measures and research ugo but it’s about mushrooms, you know, and you like, let that be the thing for them? S o i think really, figuring out who your community is back to some of the stuff we’ve talked about in previous months and then focusing really specifically and letting them either drive that content and you’re just re, you know, you’re collecting that o r just taking their lead? Excellent, we’re goingto take a short break, and when we come back, amy sample ward stays with me, we’re going to talk about slideshare stay with me, too. You’re listening to the talking alternative network. Schnoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. And you, sample ward, is our eyes, our social media contributor and our social media scientist. I doubled that id number that she’s too modest to say that i did that on dh. We’re talking about slideshare what let’s acquaint listeners. What is slideshare great? So slideshare is ah ah, platform, where you can post content that you want to share and it’s called slideshare because it’s it’s most prominent feature is posting slides like a power point presentation or a slide deck that you would be using in a, you know, at a conference are in a board meeting or whatever for count for mac users, or use kino exactly like, you know. And then i translated over the power point, exactly little little parenthetical for mac users. Or what does whatever google aps calls there? Oh, yeah. Anyway, so that’s that’s, the most dominant features people posting slides and you can find them and review them and share them. But you can also embed them. And so you could post slides from your conference and then on your blogged have them embedded so people, you’re not just having to write out what you said. You khun embed it right there and people can flip through the slides. But what’s great is that you can also use it for all kinds of content. So do you use your organization? Is part of your new campaign launching, you know, with an infographic about why you’re running this campaign? Well, you could upload that info graphic, you know as a pdf or whatever to two slideshare embedded in your block. Have people share it just like they do. Slides and track track the shares that way. Okay, you know, if you wished you could also use that info graphic on pinterest. Exactly. Okay, on dh that and you know that goes for all kinds of other content. Maybe you have a new orientation, you know, to sheet that you give to your volunteers, will. You could post it there and then also post slides that you’re goingto review with them of this is how to be a volunteer for our organisation. This is what we do, this is why we have volunteers. This is what the volunteer job looks like, and that way you could just send them those two links they don’t have to download anything they don’t have to, you know, have have any special software, whether they’re on the phone or they’re you know, on a computer they could read or digest those materials ahead of time, show up and be ready to volunteer, and you don’t have to be emailing large files were about exactly top box or some other bright, just a link exactly. Now i’ve so in a few places slideshare called youtube for slide shows. Yes, it’s not as anyone here is popular as youtube. Well, yeah, definitely not as popular as you tube in that when you look at youtube stats, basically, you would think humans do nothing but watch youtube video that there really is a ridiculous thing. So so slideshare has about three billion views a month, so that’s still sized amglobal yeah, yeah, and and i think something social. Engagement is not just in the numbers, though, right? And i think something that’s interesting as faras actual of what the numbers say is that of all of the different social platforms facebook, youtube, whatever slideshare is foreign away, much more popular amongst business owners, organizational leaders, you know, executive level staff of different kinds of organization. So hyre go ahead. So i was just going to say, you know, if you want to make sure that you spent a lot of time preparing something for some funders that you were going to meet with, you know, you made the slide deck showing them who you are made it really clear the impact you make. Why not post that for free on a platform where other, you know, leaders in the sector could come across your sides and say that’s? Exactly. We’ve been looking for someone like you to partner with exactly, and what i was saying, slideshare is owned by linked in. Yeah. So not surprising that it’s i guess it’s gravitated toward business and you can you can embed slideshare content in your personal yet or your or your organizational linked in page yet? Yep. You khun just connect them on dh from from your linked in profile, and it’ll even just automatically pull in your most recent slides or uploads, you know, if you were doing something else so all a very easy way to embed large what maybe large files? Because especially if you’re doing power point or keynote and you have video and or there’s photos in each slide yeah, very large, you get those very large files other other ways, you know, just ask you generally other ways that charity’s could be using slideshare or other tips that you have for for engaging through slideshare well, i think that the training is really what what i’ve seen organizations do well with most often is there already creating training materials, whether it’s for volunteers, it’s for a certain department, you know, and using slideshare is away too. Put those up there, how’s them for free, you know, think about it like youtube, where even though you’re goingto use that video for your campaign or in your marketing and you’re going to embed that video on your website, you’re still going to post it on youtube so that all that organic traffic that could maybe come across it can still come in. And so posting those materials about, you know, the great things that you’re doing with social media at your organization and here’s, you know, kind of your overviewing training materials than other people that are interested in either your organization or social media in general could find that come to you and say, great, i want to get involved with your efforts, so i think thinking about it as the place you know, like youtube, where you, you how’s the content even though you’re using it elsewhere because you still just get the benefit from the other platform. And as google and other search engines index the the content that’s in your slides, it’s, sort of a wayto ona ona niche because you’re you’re slideshare going too, so dense with key notes that are just i mean, i’m sorry keywords that are necessarily embedded in there because it was part of your part of your presentation. Yeah, way of sort of owning a very narrow niche that your expert well and it’s it’s great for search engine optimization, you know, they’re one of their three highest sources is organic google searches so if i am, you know, working on a proposal for these are the five strategies for ending homelessness in new york city, and i’m pitching this to some thunders, and i want to find you know what? I’m going to start a coalition post it there because if someone else is looking just on a search for how do we end homelessness in new york city? And they get to my presentation now, i’m i’m creating credibility for myself and setting up our organization as the leader on that cause. Any sample ward should membership director at non-profit technology network and ten her new book is social change anytime everywhere, and i am going to a february twenty eighth book launch at five thirty at, which is at the planned parenthood federation quarters. You want to say a little about how people can can attend that if they’re if they’re in the new york city area? Yes, i think if you go to social change any time dot eventbrite, dot com something i will come. We started your blogged way started any sample ward dot or yes, i will put it up there. It’s not up there now, okay? Or put it. On the show’s facebook page, facebook page and lengthen group grayce forget linked in okay, yes, but that happens to be on february twenty eighth at five thirty, yes, and we’ll have books to sell but also will be doing a presentation just about ten, really tactical tips that people can take away from it, too. I’m gonna be there. I’m gonna see how many other people think you’re the social media scientists like i do think, of course, thanks for having me pleasure, my thanks also to martius to panic. More live listener love philadelphia p a you joined us a little bit late, but welcome next week. J love, ceo of bloomerang we’re going talk about donorsearch tension, you know that it’s, much cheaper and easier to keep a donor than to replace one j love has insights to help you, and that might actually have something to do with engagement using the social networks. Somebody should write a book about that and maria semple, the prospect finder and our prospect research contributor, returns she’s our doi n of dirt cheap and next week maria has to free sites to help you get serious with prospect research natural. You’re gonna have to listen and a reward we’re listening this long, and staying at the podcast is far i’m giving away two, three hundred forty nine dollars one year subscriptions to the atlas of giving remember rob mitchell was on a couple of weeks ago atlas of giving you khun benchmark your own giving get custom reports through this three hundred forty nine dollars value. One live listener one podcast right now live listener go to pick a platform, but i’m on facebook go to facebook! Go to the shows, facebook page and post i’m listening live to non-profit radio first person who does that on the facebook page gets one these three hundred forty nine dollars subscriptions and first podcast listener who does that? Also on facebook? I’m listening to the podcast of non-profit radio you will also win. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday one to two p m eastern at talking alternative dot com finding things to getting ding, ding, ding ding. You’re listening to the talking, alternate network waiting to get in. Duitz nothing. You could 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, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower. We’ll discuss what you’re born you society, politics, business and family it’s provocative talk for the realist and the skeptic who want to know what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Told you.

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

Tony’s guests this week:

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

Wendy Nadel, executive director of Yonkers Partners in Education

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

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

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

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

101: Trim Tab Marketing & No More Crappy Corporate Relationships – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

James Heaton, president and creative director at Tronvig Group

Erica Hamilton, chief program officer at iMentor

Venessa Mendenhall, vice president of the fellows program at New York Needs You

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

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Hyre hello and welcome to the show. It’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. I can’t express to you how much i wish. I hope i should say that you were with me last week. It was the one hundredth show last week. And i do hope you were here with me. Of course, that was all social media. Amy sample ward from the non-profit technology network was with me as well as all our three regular contributors. It was all social media. We had contests, we had prizes, and it was a terrific, great fun show. Thanks so much for listening. And if you didn’t catch it well, you know itunes this week. Trim tab marketing. James eaton is president and creative director of tronvig group. The metaphor of trim tab. As one person who can move an entire society has professional and personal meaning for him, he explains how something small and seemingly insignificant could make a big difference in your marketing and how to figure out what that small thing is. Also, no more crappy corporate relationships. Erica hamilton, chief program officer for i mentor. And vanessa mendenhall, vice president of the fellows program at new york, needs you want to take want you to take a holistic approach to your corporate relationships. Your charity adds real value for companies, and they have a lot more to offer you than just money on tony’s, take two between the shows between the segments. I’ll recap last week a little bit and there’s some stand up comedy video, also on my block, and that’s tony’s, take two this week. Right now, we take a break, and when we return, i’ll be with james eaton, and we’ll talk about trim tab marketing, stay with just you didn’t think that tooting getting, thinking things. You’re listening to the talking, alternate network, getting anything. E-giving cubine hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna you’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent. As always, you can join the conversation with us on twitter using the hashtag non-profit radio. Also, this show is sponsored by lap fund-raising and i’m very grateful for their support of the show with me now in the studio is james eaton, he’s president and creative director of tronvig group. He grew up in florida and left the u s at nineteen for an eight year odyssey in asia, where he had a near death experience in the north of tibet, became a terra baden buddhist monk in thailand and studied calligraphy in japan. He’s, fluent in japanese and proficient in chinese tronvig group, has worked for clients in a wide variety of business and non-profit categories including museums, community organizations, funds and think tanks. His philosophy is based on the power and efficiency of truth and importance of doing good in the world. James speaks on marketing and branding, and he blog’s at tronvig group dot com. I’m very pleased that his work and his very interesting background bring him to the studio. James welcome. Thank you. Pleasure to have you on the show. What is? Your definition of marketing. Marketing is tactical activity that you engage in on top of your brand messaging so that’s, very dense technical activity, your brand messaging, what does? What does it mean in your heart? So for example, marketing activity will get you a toe by particular toyota s o you’ll see an ad, you’ll say, wow, that’s a great price. I’m going to go buy that toyota, and but that needs to be built on a brand and it’s the brand that allows you to ally yourself within that that product and believe in it so that you will subsequently say, never buy another car other than a toyota for the rest of your life. So the marketing is tactical in the branding is strategic ah, the marketing ask youto to engage in a particular activity make this donation volunteermatch volunteers have to be all about money that’s right here beyond our board and that supported by your mission, your your brand or the the the notion in people’s mind of of why you exist and why you matter so ah there so marketing is essential as the communication tool too. Get out a request for specific activity and you want to do this all in your own voice, right? This is why marketing you matters that’s, right? You want to do it such that you are creating a sense of alignments with your with your organizational with your organizational brand, you want them to do what you want them to do. But then, at the end of the day, you also want them to believe it and believe in you and believe that they have done something good. And before they can believe in you, they have to know about you and there’s, where the right communications eso marketing is communications there’s an interesting statistic that just came out from nancy shorts, men’s blood getting attention, which says that eighty four percent of non-profits characterized their own messages as difficult to remember. Oh, my eighty four percent of non-profit difficult to remember difficulty. Remember how this is a communications, but they know it well, yeah, then and there’s nowhere this issue they know. So what we gonna do to cut through this so first? One thing that’s important is teo not be afraid of marketing when people think of marketing the i don’t get a little bit of cold feet like this is something that’s going to be costly it’s going to be in order for it to be effective it’s going to have to be big, and for some people it’s just a pejorative term. And for some people it’s a sort of term it’s ugly thing, it’s a it’s, a it’s, a it’s, a right it’s a for-profit or ah it’s a commercial activity that non-profit shouldn’t be engaged in, but actually because it is about communication if you i have an organization whose mission is good. Whose doing something good in the world, it’s almost a crime not to communicate that if you don’t communicate that thousands of people who are actually in alignment with what you do, who care deeply about what you do don’t know about it, right, you don’t want to hide and right, so marketing is your is a means two to get that out in your own voice, to those who are already predisposed to want what you do to to want to support what you do ah, so it’s not it’s, not about back-up a chain, you know, trying to create a marketing message like a ginsu knife, kind of like push, of course, it’s really about just explaining in ways i think old thirty second infomercials at four in the morning or too expensive. Anyway, it can’t be engaging in that. So put those aside no it’s about communicating the true value of of your offerings so that people can understand it with with, with clarity and and and an understanding of what there they need need or want to hear. So it’s this overlap this intersection between what you are and what you do and what they’re ready to listen to and to find that place and we’ll talk about we can talk about that a little more in in a minute, but don’t take over the show, we’ll get we’ll we’ll follow my agenda. Okay, okay, but we’ll get to that point. But you have some very good ideas. First about howto identify who these people are, who might be predisposed, and we have just about a minute before the break, and then we have lots of time after the break, so we just sort of tease the the your idea around finding the right people for your message. You, i have lots of information already, probably about your constituency, who gives you money? Who comes to your events, who visits your institution? Ah, that data. I cannot just sit idly at the, you know, in the corner somewhere. One of the things that an organization can do that can be tremendously effective in this is something that anyone can do, and it doesn’t require any money at all, and that is to take all that data and build it up into what we call personas teo to make of that information, eh dahna a really person, something un imaginary person that you can talk to that will that you can use toe bounce off your marketing ideas in your location idea. Okay, we’re going to talk about these personas after the break. Hope you stay with me. Trim tab marketing with james eaton, talking alternative radio, twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow, no more it’s time for action. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. 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The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com hi, i’m kate piela, executive director of dance new amsterdam and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five present. So let’s, look a little more into these these personas that maybe could be a donor or could be a potential boardmember or maybe some other kind of volunteer. Or how do we identify these people? You want to think about who engages with your organization and essentially list them out first by type? You know we have donorsearch thes general characteristics age, you know, sixty five who’s retired who’s, you know, has time now too volunteer at the organization and so forth. So you you’ll know these people are but what you need to do is too create hey ah, an amalgam of a couple different people, but then make that into a persona that is very specific. So it has a name birthday on address. Particular children, particular pet peeves. Interests dahna such that you can actually write a journal entry and there in their head a ziff you were them. And of course, you could have multiple personas for each category. You wanna have a view percent might be a teenager. That’s, right? I also be your retiree that’s, right? You want to create a number of them? I think the maximum number is about nine, but you want to have these very specific persons and you can, you know, grab a picture off the internet, give them a face, make them as real as possible, and you can actually bring them to meeting. What else do we know about them? What? Where they shop exactly where they shop? What? That, what websites they visit? You know what they do in their free time, what their secret fears are, what would be the what would be the worst thing that could possibly imagine happening to them in their entire life? Life you so that you create something that’s sort of a sort of psychologically formed imaginary person, and you give it a name and a face, and you use that to look at what you’re doing. Look at oh, we’re going to send this appeal letter out. Well, what would george think of that? And you be george, read the letter and say, well, this is this part of the letter is silly, i don’t i don’t care about that. So it gives you this consumer. Ah, perspective on what it is that you’re trying to say, and it can make it substantially better and it takes some work, but it doesn’t really cost you anything to put this put these personas together and it doesn’t cost you anything to bring them to a meeting and some people, like physically, like, have a little alright stand on then or do these people talk in the meeting? What are we doing with them? You could so yes, they will criticize and review what you’re planning on doing that the actual program that you’re going to going to put out there, and that gives you this view that internally you don’t have, um and it’s like focus group almost but you but you’ve got this sort of imaginary person in the room and this can be extremely beneficial. If particularly you, then sort of look at your organization, you create a kind of like a venn diagram. What do we do? What we do this and we do this and we do this and he’s like the three areas of our of our activity. Where do these personas overlay on that you could like? You have little chest piece is almost like where did they sit on this thing? And where is our sweet spot? That is, that is going to capture the broadest group of our constituents. And how do we need to talk to them? Who are they? And what language did they understand and will make sense to them? You can then tail your broad brand message. Your your your overall institutional organizational messaging to speak to them it’s a hundred times more of what you’re already already writing in their voice. I mean, you said you can even write their journalist that’s, right? Right? To write to them right to a specific person and not to this sort of amorphous, fuzzy general audience. And it will make whatever you’re doing one hundred times better. Okay, who do you who should be involved in creating these personas? Well, that’s an interesting thing and and it’s. Okay, say that’s a good question. It is a great. Even though i admonished you before you can say that’s a good question, that’s allowed. Can i tell a little story about this? Sure welcome. Who should? Who should be involved in understanding the consumer’s perspective in relation to an organization? The best answer is everyone that may be impractical, but arnel lehman, the director of the of the brooklyn museum who i think has a kind of a visionary andan adherent to trim, to have marketing, whether he recognises it or not initiated a few months back. A new program on this institution wide program where he requires every single person in the institution, whether the c f o the chief curator or a research associate to sign up on a sheet or not maintenance maintenance on a rolling basis. Uh, spend an hour on the floor of the museum interacting with the general public. Yeah, and just a knauer or an hour week or just a now on a rotating basis. So i don’t know how many employees they have. Quite a few so proudly takes a while to get through that cycle, and i think he instituted this, you know, basically with a switch oven avenida act in this case, and i think there was quite a bit of resistance internally to this. But what this does is it gives everyone that kind of on the ground retail insight about the experience of the exhibitions at that museum. Uh, the insights gained there will have, eh, a long term sort of cascading impact on improving everything that they do because they’ll be aware of the ultimate final on the ground, sort of experienced how people are using that museum because they’re interacting with absolutely answering their cars they get so they’re watching. Maybe even yes. And i went to an unrelated meeting there recently. And when i came out of the meeting, i went into the great hall and there was a fantastic exhibition there, and i had to tell somebody about it. So i walked overto this man who looked official, and i started saying, this is an absolutely fantastic exhibition and, well, what was it? What was it was thie connecting cultures in there in the great hall? Okay? And we started up what turned into a forty five minute conversation about the exhibition and the institution and how it relates to the public. And it turns out that he was serving his his one hour intends to come the quarters of his three quarters of his one hour, i think, to both of our both of our ar benefits and that it was actually edward bleiberg who’s thie, curator of egyptian classical in ancient greece. Turner so but what he learned from you in that forty five minutes. Do you think it was very interesting because he had contributed to that exhibition and he was resistant to the notion of that exhibition? And i spent, like, fifteen minutes extolling how sort of basically saying why? I thought the exhibition was great. And in fact i brought my kids to the exhibition that the following saturday and they thought it was great. So he was getting retail in sight. He was getting what? Ah, i as the actual, like coming to it, knowing nothing about the background or the struggles that led to that exhibition, but the the actual user interface he was getting a firsthand account of how his work and the work of all the other characters who worked on that played out on the and this is the this’s, the tactical experiential level which makes all the difference for the success or failure of a particular exhibition, and ultimately of the institution and all that. And in order for that to happen all aren’t a lehman had to do is just have this idea. Yes didn’t cost him a thing. And this would obviously contribute to the creation of the personas. Yes. Okay. James eaton is president and creative director of tronvig group, which you’ll find at tronvig t r o n v g group. Dot com. What is tronvig yeah, that’s. My great uncles name. Carl tronvig emigrated to the united states in the nineteenth century and went in north dakota. Okay, south hoexter in memory, and we’re gonna talk a little about another family member of yours shortly. Let’s, talk about the trim tab. What? What is it? What’s. A trim tab. And why is this trim tab? Marketing trim town is a little device. The edge of a rudder that helps it turn. But the importance of the trim tab is a metaphor is let’s. Say you’re a child and you’re in a bathtub. And you have a little replica. A miniature replica of the queen elizabeth to this huge ocean liner and it’s floating in the bathtub. And you want to turn it well, the natural reaction would have to be in the tub with my brother. Do i? I hated bathing in my brother. You want to turn the ships and i’m there alone, we think my little boat. So you touched the bow right? To turn the ship. You wanted to go left. So you you touch the touch the bow and that turns the ship. But if you had an actual queen elizabeth to ocean liner and you wanted to turn it by touching the bow, the force required to move the ship by touching the bow is astronomical. So how does this ship actually turn the rudder? Right? The rudder is in. Fact, the size of a house so i can’t turn it with my own strength. So in fact, on the end of the writer there’s, a little tiny rudder, i called a trim tab if it turns in the opposite directions writer creates a vacuum and allows the rider to swing easily the direction that you wanted to go. Okay, so now if i take that model and i live out of the water and i tried to figure out what makes this ship turn it’s going to be very difficult for me to understand that it’s, that little tiny trim tab on the tip of the rudder on the rather writer on the redder, they’re actually allows me to easily turn this ship. So this notion of the obvious small changes that can turn the whole organization is what we’re talking about. This is the notion of a trim tab this’s finding those things that that actually can steer the whole system in the direction you want but are not big. They’re not costly, they’re not. We have this idea that big solutions are big problems have to be solved with big answers. That and marketing is one of these big answers it’s like, oh, well, we need to have more money. Well, let’s, let’s mount a big marketing dr and that this big marketing drive is going to give us big results. That notion is flawed and that’s good news for small and midsize charity is very good news in the fact of the matter is that if you think about the system and you think deeply enough about changes that can be made at the user experience level, there are some very minor that’s what i say when i say tactical, they’re very minor changes that can be made that can have the same effect as these big marketing programs were. We recently did a thing for the bronx museum where we were asked to get more people to come into the museum. Ah wei have a certain amount of money, and they wanted to do a traditional marketing program, you know, bust signs, bus shelters, subway posters and so forth, which we did, but we set aside a little bit of that money to do something else that they didn’t really ask us to do. And that was to change the sign ege on the door. And the windows of this at the street level of the museum. Okay, that thousand dollars from the however many thousand dollars, but what we had was the best money we’ve got because that’s, what actually brought people? How do you know that? How do you know that the door signing and the windows made the difference? Because when we were, i hope you’ve a few a few things one when we were talking to people as they were walking on the right on the grand concourse, they’ve been there for forty years. Ah, and we were asking people on the street will what’s this, and they were saying, i don’t know they’re working buy-in causevox busy. Is that? Is that a courthouse? I don’t know. And if you looked at it, then considering okay, why don’t they know? Well, let’s, look at it. Oh, okay. There’s, the sign the sign is is way up there over the top of the door and there’s a flag way up there. But people tend not to really look up when they’re walking down the street guy. So and it’s a beautiful building. But there was nothing on the front door that you could see that the windows there wasn’t really anything that was big and obvious telling you what this was and and they were announcing in this case that they were free. So we put big orange signs in all of these places that you would see on the street and lo and behold, people walk. How come how can charities find the trim tab? The the example that i give you that i give you a minute ago about understanding who you’re talking to and how they see you is a is a is a kind of trim to have activity personas as a function of your spending the time because i think any trim tab action requires a kind of research it requires thought you’ve got to find that thing it’s not going to be obvious it’s not going to be the the i mean, the thing that’s right there in front of you, it won’t be the big an obvious thing, so you have to look at your system uh, how does it operate? What mental models are you operating with? Like what is what is this? And this is also how personas are interesting because they get you out of your mental models your marketing department might have its own vision of, like what? What the organization is or what have you and you we work psychologically with this kind of shorthand? We don’t necessarily think through every step along the way that gets us to a particular decision. We we use shortcuts and mental models are a shortcut, and we have them for our for our organizations and and the way we operate and also who we think we’re talking to. Bye. That’s what the specificity of these personas? Why it’s so important? Because you’re getting at something that breaks through these short hand models that we have of, well, we have this, you know, the retired over sixty five crowded and is too superficial, yeah, it’s the need to get into the detail we need to get in. We didn’t think we need to talk to the time you know, the curmudgeon, right, who comes every saturday and, you know, and complaints to the guard, you’ve got to get into his head and start talking to him, and then he will break down your you’re in perfectly formed mental models and help you create useful. Ones we have just a minute before we have to go this trim tab metaphor has a personal resonance with you, explain. Tell listeners why that is. Yes, well, the notion is not applied to marketing. It may be mine, but it’s, not mine at all, in the sense that my great great uncle, buckminster fuller, whose people know as the inventor of the geodesic dome, futurist designer argast maximilian of the dye maxie and map, and maxine carr, and and the geodesic dome, which everyone knows because it’s, the lightest, most cost efficient, strongest structure in the world and your uncle, has this on his on his tombstone. Great uncle martignetti he on his tombstone, has engraved. Call me trim tab. Great nephew of buckminster fuller, james eaton is the president in creative director of tronvig group. You’ll find his blaga tronvig group, dot com, james ariel, pleasure having you on the show. Thank you, thank you so much. My pleasure. We take a break when we returned tony’s take to stay with me, talking alternative radio, twenty four hours a day. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy. Share my journey as we apply the science of achievement and the art of fulfillment. To create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to tony martignetti non-profit radio it’s. Time for tony’s, take two at roughly thirty two minutes into the hour. My block this week has a list of last week’s contest winners i know you were with me. You had to have heard last week’s hundredth show i just know you did. And so on my block this week, i have all the contest winners listed and also links to a couple of stand up comedy videos from a set i did at gotham comedy club in new york city earlier this earlier this year. I was just at gotham two days ago, and i’m grateful to the people who came out wednesday night, including my parents, that’s, all on my blogged at tony martignetti dot com, you’ll find the winners and the link to a couple of videos at tony martignetti dot com, and that is tony’s take two for friday, july twentieth, the twenty ninth show of the year and show number one hundred and one i’m going to stop counting the shows now. Right now i have a pre recorded interview for you. No more crappy corporate relationships. This is from fund-raising day in new york. City ah, this past june, and here is that interview with erica hamilton and vanessa mendenhall. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve, we’re at the marriott marquis new york city, right in times square hosted by the association of fund-raising professionals, greater new york city chapter. And with me now is erica hamilton she’s, chief program officer for my mentor, and vanessa mendenhall, vice president of the fellows program at new york. Needs you, ladies welcome think, honey it’s a pleasure to have you your seminar topic was building strategic corporate partnerships. Erica what? What are charities you think not doing right? Generally, and we’ll have plenty of time for details around their corporate sponsorship relationships. Sure. So i think one of the key things child you need to focus on is a holistic approach, which is something we talked about in the session. So is thinking about how to approach corporate partners with a variety of a level of ass. So it’s not just about funding it’s about in-kind donation it’s about employee engagement. It’s about really hearing what the corporate sponsor needs in the partnership. Okay, and was your topic just around sponsorships was also include corporate foundation giving. It was about both, both. So the holistic. So the entire, the entire relationship? Exactly. Okay, um, so you’re recommendations include building ah, relationship let’s. Vanessa, why don’t you start us off? How do we have a relationship with these big corporations? That’s. Right? Well, so in addition to holistic relationships, we talked about the importance of relationships being reciprocal on. So we talked about the importance of establishing a two way street. So you have a understanding of what that corporate partner is seeking to get from you. You nourishing of how they measure success and how they report the success of their investments to their stakeholders, whether that’s, their boss, or whether it’s their board of directors. Oh, and you, you understand what you are asking as well, and you have a a holistic ask you’re asking for more than just money. We also talked about importance of flexibility, thinking outside the box and corporate partnerships on being willing to try something new and try something different if something’s not working. Okay, let’s, let’s, talk about some of these things. Reciprocity. What? What? What is the charity case? What? How do they make their case? Erica, that being associated with us is good for your brand. So a lot of what we talked about was having organizations really helped her firm understand how employee engagement and social enterprise does things to drive employees and gay. Even with the firm. In terms of pretension, it attracts new employees to the firm. It raises brand awareness in terms of the firm’s efforts beyond just a peon l or profit and loss. It’s about corporate social responsibility. Okay. And what do some of these employee engagement programs look like? How can we engage them? Yeah, totally. So i work in heimans work, which is a nonprofit that basically engages adults to mentor high school students to apply to and go to college. And so we offer opportunities for corporations to give funding, but then tow also engage their employees to become volunteers in our program as well. Okay, yeah, absolutely. About for you, vanessa. What does employee engagement look like? All right, we’re also a mentoring program. And so we also engaged engaged employees to be mentors in our program. New york needs you worked with first generation college students, so we work in the next stage we work with, students have gotten into college, but we help them graduate from college and in transition into careers. We also we talked a lot about the importance of using highly skilled volunteers in a smart way in your organization. And so we also offer volunteers a way to leverage their skills, whether they know how to do marketing, whether they help with strategic planning, a huge thinking we’re actually in the process of writing our street your plan right now and we’re involving about ten volunteers in the process in a heavy way. Okay? And so we give volunteers away to engage their minds on their talents in our organization and helping us steer the ship, helping us figure out where we’re going next as a non-profit are either of you familiar with the the site? Catch a fire? Yes. Ok, i’ve had rachel chung seo on the show when speaking of next-gen way were at next-gen just like we are here today. Okay on. And they do exactly what you’re describing exactly high that was a high functioning form. What really skilled highly skilled batches, right? Okay, um, so so there is value for the corporation and we need so you’re supposed to go in and ask confidence? Vanessa, right? Not sort of hat in hand and humble. I think you want to ask questions and listen in the very first meeting with the new corporation, you want to spend eighty percent of you your time at least asking questions to find out what their double bottom linus again, how they measure their success, what’s important to them what their values are on ly after you get that information from them, obviously you want to do your research before you walk in, but ask those questions, understand think of them like a client, in a sense, you know, i want to understand what you’re trying to accomplish and how that potentially aligns with artwork. Then you talk about your program so your pitch shouldn’t be the thing that you leave with. You really should listen first, then talk about your program in a way that’s using the same language they’re using so that you can train your organization and help them see how it fits in alliance with their mission. But it sounds. Like this is a process that could take a couple of meetings, it certainly could, and it should be, i mean, if it’s a really relationship, if you’re not just asking for money, it should be on ongoing conversation. For those of you watching the video, we’re not having an earthquake in new york city background is shaking because we’re the last ones here. If we could pan around the room, you would see bear pipes and walls were the very last ones here, and so the workers are cleaning up the booth behind us to the end, to the left of us and that’s shaking and causing an earthquake like momentum, and maybe we’ll get a picture of what it looks like. We’ll put that on the on the facebook page to a company that we have remarkable focus, right way we’re all we’re all still in focus, so i wouldn’t want to ask you what you were just saying. I was gonna ask follow-up for erica, but i don’t remember what exactly we were talking about listening, asking a lot of questions oh, great everywhere what? Coaching you, i had one thing can add murcott e i was going to say no, no, no, i was going to say, when the relationship is most successful, what you inevitably ends up with is the organization itself doesn’t have to be the one doing the asking ends up being the employees in the corporate structure that air volunteering with our program that come and make the ask and that’s one of the most powerful asked a corporation responds to so that’s a great place for an organization intent towards okay, thank you very much for that because it made allowed me to remember my question. Great, which was going to be for you if this is going to be a multi meeting, ask multi meeting relationship building. What about the fear that we won’t get a second meeting? Yeah, the first meeting is all just listening and gathering information. If i haven’t hooked them in my first meeting, i may never get a second meeting. I have to ask you the first. Yes. Now why is that wrong? Yeah, i think you have to figure out there’s some funders that you’re gonna want to take the long view. With their their funders that we work with you in the first several years of asks never gave funding we thought were not engaged with our mission. We’re not interested, and at some point down the road, whether it be a change of staff member on their side or a change in how we’re positioning our work with the work they’re trying to fund, it clicked. And so one thing i would urge non-profits to do is not feel this rush to get funding as a thie the measure of success quickly in a corporate partnership. It’s think about developing a relationship, the success maybe getting space for an event that might be a wind. It’s figured out how to get your foot in the door, if you would. Okay, okay. All right. So and again, that really hearkens back to the holistic approach is not all about the money akeley want. Would you want to build a relationship? And i mean, even if after the first meeting vanessa, if there’s no interest, it just isn’t alignment. Then both parties will know that. Then there, then there’s no point in going further. Sure that’s, right. But going back to what? Erica was saying before the importance of having a volunteer who’s affiliated with your organization who works for that corporation in that meeting, with you opening the doors for you, helping you build the relationship goes a very long way. And in my experience, you end up with meetings, her actions to take afterwards, whenever you have a volunteer engaged. So one of the things that i think is really important when you’re thinking about corporate engagement. It really all begins with volunteer engagement. In my mind, you know, you don’t want to be making cold calls. That is not the way to approach, you know, relationship. Elearning corporations. You want people inside those organizations advocating for you. And to do that, you need volunteers that are inspired, that are engaged and feel sense of owners. Oh, be a program. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. 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. How’s your game. I want to improve your performance, focus and motivation than you need. Aspire, athletic consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Talking. Duitz durney i mean, it could happen to that people who are volunteering go to their corporation instead of coming to you and saying exactly earlier way, want more engaged, they might go to their company and say, why can’t? This is a fantastic mission and, yes, here’s the alignment with our world. Yes, why can’t we be doing more of that shit happens all at a home game? Yeah, zoho, exactly, yeah, that’s. Wonderful. Then you get the call. It’s. Always nice to be called once in a while, it is nice to be pursued. It happens every once in a while, like dating. How do we figure out? Oppcoll? What? What is going to be most appealing? How do we get to that double bottom line in the first meeting, right? But what kinds of questions that we ask it? I i think before you’re walking in and we talked about this in the session, it’s being very well researched, you’ve gotta do your diligence like just very clearly and it’s diligence in the general sense of online and, you know, the regular library type of research, but it’s also diligence talk to people that the firm is funding, those are going to be the best insights you’re going to get no williams of approach really well. Other organizations that are getting funding help, organizations that are seeking funding, aren’t they fearful that this is a zero sum game and what you get? I’m going to lose. Yeah, so typically what i found it is if an organization is already getting funding, they’re less fearful about partnering and sharing information. If it’s, another organization seeking funding simultaneously that’s a little bit more challenging or what, but sometimes you find collaboration at some of them, but also good i was gonna say, and this is why you want non-profit partnerships. You know, and at new york needs you, we have a team. The tragic partnerships team it’s not primarily focused on developments, actually focused on relationship building with corporations with non-profits with government with, with kind of any any anti out there that we want to work with, and we developed formal partnership zoho non-profits to help with this kind of knowledge sharing and it’s kinda relationship building and helps us with corporations. We go into a corporation, and they say, oh, yes, we were familiar with mentoring we’ve worked with, i’m entering before so that’s great there there, partner of ours there for their kids to our programs, it really helps boost our credibility. Andi helps establish us is a real participant in the community when when you have those those establish non-profit partnerships. Okay, erica, another another possibility for the doing your due diligence research would be talking to the people who are volunteering for you from the corporation, right? What’s the culture i mean can’t they can’t give you enormous and so they do that’s a brilliant one and what they’re also help with the way he’s. Very brilliant. Very brilliant. Okay, what? What? They’re also helpful. With is identifying the appropriate contact sometimes what you’ll find up corporate entities is it’s, not just one point of contact it maybe multiple it maybe contacts you may not consider so a great concept. We’re talking about it’s not always the foundations of the csr sometimes business units within a corporate issues. Yes, our twenty martignetti munter non-profit radio. We have drug in jail. What? What what’s? The csr may not know the csr thank you. Let me try to get parole it’s a corporate social responsibility. So just basically that the bigger enterprise inc pursues to be more involved in community impact and reinvestment in those kinds of things. But what we were saying is sometimes like a bee bin is within a corporation has money for strategic initiatives just at their discretion. They khun spend it’s not through the bigger corporate entity. You would only know that if an employee can give you that insight for their great moles, as we call them. Okay, yeah. Suppose we show our research and we’ve had two or three meetings on dh. We have ah, decent number of volunteers from that company helping us, but we didn’t get any we didn’t get the funding for our run walk that we really wanted to that we didn’t get that seventy five thousand dollars sponsorship that we wanted for the run walk. Vanessa, what? Where do we go is this is the end of relationship? Absolutely not and what you really that’s, why we talk about having multiple types of asks, you know, almost like a menu of options. One of my famous favorite non-profit executive director’s guy named little perry. We’re in space brothers, big sisters, and down in tennessee, he talks about if you have a menu of options, you can you can almost set it up like, you know, you can choose any of these options. The only thing you can’t choose to do nothing, right? So you give people a lot of options, a lot of ways they can engage in support, your organization, you get that foot in the door, they might start small, you know? But the more they get to know your organization, the stronger relationships they build with multiple staff members, volunteers, the more likely they’re going to be to give next year, so give them all those options and be creative about what? You’re asking for it from your partners, ok? And that’s really parallel with advice around individual giving also, exactly people don’t just ask for one one gift we asked for, uh, assortment on dh solicitation has lots of choices after that. If one thing doesn’t sound good, erica, is there something you wanted to add to what vanessa said? I think as well, how could you tell that you’re very effusive you in your desire to speak with your flailing arms? Because if you’re not watching the video, you’re watching the video it’s an earthquake and not watching the video erica’s jumping up and down, raising her hand, shooting it up like a third grader? I love it. The only thing i’m gonna add was one of the the strongest messages you consent to a corporation in terms of how mature program is valued is dollars for doers and that’s, a program where corporations actually give funding to employees that employees can appropriate to certain non-profits organizations it’s, typically based on hours of service. So you are an employee of goldman sachs. They have a threshold which says, if you volunteer a thousand dollars, the firm will donate a thousand hours will donate a thousand dollars on your behalf when you can do that kind of money from your employees. Volunteered face. It speaks volumes to a foundation or corporate entity, about how embedded you are and how much they aren’t aligned with you, and they want to be so that’s. Also great. Bottoms up, strapped. Where’d you call that donors for dollars for doers is sometimes a ton of companies have doers, is not the scotch. We’re not you, and i will do a shot thousand dollars it’s. Not that way. I don’t even drink. Durney okay, what? I think i’ve exhausted really well, okay, no, i haven’t suppose you did get the seventy five thousand dollars sponsorship, and you still have the nice, robust number of volunteers, and maybe there was some maybe there’s another form of engagement? How do we how do we keep the ball going when we don’t need something from them immediately? It’s not a one way relationship that way don’t really have anything to say. What do we talk about until the next time we need a sponsor? One of things we talked about the session is the importance of events in inviting them to your events, trying to kate create vips, experiences for them so they feel special. So for insisted they come to one of your training sessions, setting aside special time for them to meet with some of your students, you know, doing special things like that and showing up at their events if they have an event for some of their clients or they have special, you know, cocktails or dinners or anything like that show up, wouldn’t they love to show you off as the charities that way, it has to be a two. Way street, so encourage those invitations that wei will send representatives and we’ll send in your case, his students, many even share absolutely done since erica, have you sent students all the time? All the time we send them out. Sometimes corporations will do their own, like employee engagement days, which just about getting more employees to volunteer, period, and we’ll send out mentees mentors, pairs staff members, whatever it takes to help them achieve their goals because we all win. So yeah, for those of you’re not watching the video. I love you, john. Can you get a mike on that fly away like a fly? I don’t believe it’s a it’s, it’s, espionage somebody else’s, it’s a little robot it’s somebody else’s show trying to steal our contract. Believe way are really this is desolate here. All right, well, we have, like, just another minute or so, vanessa, what else? What else did you talk about in your in your program that we haven’t talked about here? Sure. S o i think one of the other important aspects of corporate giving is teo there’s. A few there’s. A few things to watch out for. Write a few pitfalls. That you want to avoid. So one of the pitfalls that we talked about was making sure that everyone your organization particularly, you know, top level staff, but the organization knows who your major corporate partners are. Ah, it’s a major embarrassment, if, you know, one of your staff members meet somebody who works at csr, bank of america, golden sachs or whoever and doesn’t know that they’re one of your top partners, that is a major thing to avoid. And so you really it’s important to communicate to your entire organization, who you’re working with and at what level they’re donating, i think it’s also really important. Um, actually, do you have another point? Well, one thing i was going to say a tidbit for you that we didn’t go into detail on the session was the need to really be able to communicate the impact of whatever it is the corporate sponsors investing in. So when you’re going in with the ass being very clear on how you’re going to measure success up front that way, when it comes time for the end of the granite, one of the new you can clearly communicate your goals, your accomplishments. What you’ve achieved with partnership funding. Okay, so, so sort of playing off the expectations from the beginning. Exactly. You could say expectations one through four. Check. Check. Check. Check. Exactly. But where do we go now? How do we make a bigger? Okay, ladies, we’re gonna leave it there. Thank you very much. Neo-sage life closest to me is right. Next to me is vanessa mendenhall and she’s, the vice president of the fellows program for new york. Needs you. And erica hamilton is chief program officer for my mentor. Ladies, i thank you very much was real pleasure. Thank you. Thank you. Thank you. Twenty martignetti non-profit radio. The last vestige of fund-raising day two thousand twelve. Then nobody else will utter that phrase. Because there’s, nobody else in the room the hotel has been evacuated. So hotel is empty. Forty seven stories. The marriott marquis empty on. This was fund-raising day two thousand twelve. Our coverage. Thank you very much. Thank you. Thank you. My thanks to everyone at fund-raising day for ah, all their help. We were on the exhibit floor that day. And, of course, thanks to erica and vanessa. Also also want to thank james eaton for being a guest in the studio today next week. Arts and culture building bust joanna waronker withs is an associate at the university of chicago’s cultural policy center. She co authored a study of the major building boom of museums performing arts centers in theaters in the u s from nineteen, ninety four to two thousand eight, he studied five hundred organizations and seven hundred building projects, ranging from four million dollars to three hundred and thirty five million dollars. She and i will talk about the lessons from that research the show is all over social media, you know you can’t make a click without having a head on collision with tony martignetti non-profit radio, you know, we’re on facebook, you know we have the new linked in group join the group, see us on facebook, you know you can get weekly radio email alerts. You conjoined that list on facebook? You know we’re on twitter hashtag non-profit radio use it, use it wildly you can follow me on where we’re also on itunes non-profit radio dot net takes you to our itunes paige i’m on foursquare. We can connect their connect in all these different ways. What does it mean when a cause long out of the spotlight raises one point six million dollars in just two years, an idea grows into a powerhouse, helping one hundred seventy thousand people each year. And when an agency raises three point eight million dollars in government grants in six weeks, it means lap a has done its job. Labbate fund-raising dot com for your campaign grants and planning needs. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media. Great job last week. Regina. Thank you. And the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p, m eastern at talking alternative dot com. I didn’t think that shooting getting victims. You’re listening to the talking alternative network. E-giving thank you. Cubine. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks band radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area stopped by one of our public classes, get your human resource is in touch with us. 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095: Got Women Donors & Lovin’ LinkedIn For Prospect Research – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

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

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

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

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

054: Got Women Donors? & Lovin’ LinkedIn for Prospect Research – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Michele Walsh, director, leadership gifts, at U.S. Fund for UNICEF
Travis Fraser, director, major gifts for United Way of New York City
Maria Semple, The Prospect Finder, consultant in prospect research

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

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