268: Ask When Not Asking & What Are The Wealthy Thinking – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Marci Brenholz, director of development for Ralph Lauren Center for Cancer Care and Prevention.

Also Stacy Palmer, editor of The Chronicle of Philanthropy, and Glen Macdonald, president of Wealth & Giving Forum.

There’s more at tonymartignetti.com

231: Bring Joy To Your Donors – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guest this week:

Marcy Heim, frequent speaker; major gift fundraising coach & consultant; and The Artful Asker.

There’s more at tonymartignetti.com

218: Ask When Not Asking & What Are The Wealthy Thinking? – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Marci Brenholz, director of development for Ralph Lauren Center for Cancer Care and Prevention.

Also Stacy Palmer, editor of The Chronicle of Philanthropy, and Glen Macdonald, president of Wealth & Giving Forum.

There’s more at tonymartignetti.com

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

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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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089: Get Monthly Givers & Strategic Organizations Raise More Money – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Bob Wesolowski, president of Caring Habits

Starita Ansari, president and chief change officer at MSB Philanthropy Advisors

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

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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 friday, april twenty seventh twenty twelve i sincerely hope you were with me last week. I’d be devastated to learn that you missed the to melanie’s. Melanie schnoll begun from morgan stanley we talked about how to look good when you’re recruiting board members and die end of the day. Melanie west from the wall street journal writes the donor of the day column. She and i talked about how to pitch her to get your donor’s covered in that column this week. It’s get monthly givers bob wesolowski, president of caring habits, helps you get habitual monthly donors through electronic funds transfer. You may know that as ft, who were the best prospects and how do you ask them? How do you upgrade donors? And when should you say thank you that was pre recorded at philanthropy day two thousand eleven, hosted by the westchester county chapter of a f p also today, strategic organizations raised more money. Starita ansari is president and chief change officer at msb philanthropy advisors. She wants you to organize thoughtfully around your mission. Looking strategically at your inputs, outputs and outcomes to boost your fund-raising revenue that’s also pre recorded at flying through the day last year on tony’s, take two between the guests. I don’t know what’s going to be on my block this week because i’m recording in early april, but i will look back at a few recent posts. You can use the hashtag non-profit radio to join the conversation with us on twitter. Right now, we take a break and when we come back, give monthly, get monthly givers, stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. 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 crawl. Offset. Two, one, two, nine, six, four, three, five, zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Yeah, geever. Oh! Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio. Now i have pre recorded interview get monthly givers, and here is that welcome to tony martignetti non-profit radio coverage of national philanthropy day, hosted by the association of fund-raising professionals westchester county chapter with the edith macy conference centre in briarcliff manor, new york. I’m with bob wesolowski he’s, the founder and president of carrying habits, which is dedicated to building and operating monthly e-giving programs with elektronik funds, transfers and bob’s conference topic is techniques in monthly giving bob wesolowski welcome. Thank you very much. What do non-profits need to know about just generally before we get into details about monthly giving? What? What are they not doing that they ought to be doing? Perhaps? Well, i think the big secret for for this group is that many organizations have heard about monthly giving programs. Goodness knows they’ve been around since the early nineteen eighties, but many organizations have stayed away either because they think they need to be larger or because they think they need tohave more technology to do it successfully and that’s just not the case. Okay, so what can the smaller organization due to encourage monthly gift? Well, i think there are two groups within the smaller not-for-profits i think in in every case all organizations have a core group of constituents. They essentially make a contribution every time you ask. They may be donors, they maybe board members, they maybe folks who are somewhere in between. And so the first thing that will do is help the client identify who those particularly loyal donors are and work with them first. Ok, so loyalty is where you want to start in developing your prospect. That’s, right? Monthly giving that’s, right? I think we live in a world of finite resource is in a in a perfect world. You could send solicitations to all of your donors all the time. But with with finite resource is you have to pay, choose your battles, all right? And when we’re looking at loyalty, which i’m sure is determined by the consistency of the giving that’s correct over many years over is that right? Not necessarily. I think typically when you start to look at a group that says, where should we go? One of the things that will look at is data over the last twelve to eighteen months and will help to identify those donors who have made perhaps two or three contributions over the last twelve to eighteen months and that’s generally pretty good starting point, all right, and only interested in the size of those contributions or does it could be very small and still qualify as a prospect? Duitz this process is geared mohr towards lower donors, donors whose annual giving might be, at a minimum twenty five to fifty dollars, and certainly no more than five hundred dollars. And the reason we put a limit on five hundred dollars is that in many cases, once you get into that kind of atmosphere, those donors are mohr important, they feel more important, they need to be stroked a little bit. Mohr and in general, they don’t like the anonymity that goes with the monthly giving program. All right, are we interested in ages that important in developing our prospect pool? The only if a number assuming non-profit has the well i know relies a lot don’t, but assuming they do have a jj age is an important consideration agent demographics is important when you consider whether you’ll all for the donor, a recurring credit card contribution or a recurring funds transfer contribution. Okay, but the key factor is loyalty to the organization. Once you’ve got that loyalty than their candidate, once you start to look at the demographics, then you’ll have an idea as to whether you want to offer your donor’s credit card or funds transfer or both. Ok, maybe we’ll talk about how to segment in in a few moments, all right, so we’ve developed our prospect pool. We know we don’t have to be a large organization, we don’t have to have special technology and sophisticated technology. What do we do now? We have our prospects pool identified. We have found that most organizations get involved with this through a direct mail campaign. They’re certainly larger ones that do telemarketing, but direct mail is generally the best way to start with us on dh it’s a simple, simple ask the kind of thing that these folks duel the time now there’s some clients who may d’oh three or five four direct mail appeals per year, there are others who do eleven or twelve buy-in if the group is doing fewer solicitations per year, let’s, say, three or four, we’re certainly not going to suggest that they devote one entire repeal to monthly giving. What we would suggest is that this is included as an option. On the other hand, if a group is doing ten or eleven or even twelve direct mail’s solicitations in a year, there are so many going out that in that case, it’s generally far easier to dedicate one of those solicitations to a direct mail campaign. All right? And if it’s not a dedicated direct mail piece about monthly giving, can it be a simple as as a ps yes, in a letter. So how would we would we work that a little? Well, i think what what happens is that and it’s kind of interesting if you go back and look at the pbs and the npr market has, in contrast, goodness knows they’ve been doing this for the better part of two or twenty or thirty years. And i think where a lot of those organizations tend to fall down is that they look at the program in terms of the benefits to the donor. It’s easy. To do no cheques to write no stamps, to buy no trips to the to the post office, in fact, they are particularly core reasons to contribute to an organization. All giving is his mission mission based. And so the first place to start in that solicitation is if you become a monthly geever you help us lower our administrative expenses, if you become a monthly giver, you give us income that we can rely on month tomorrow. So there’s, this kind of fund-raising is no different than any other fund-raising we don’t, we don’t rely on the ease of giving when we’re saying send us a check, you know, or there are, or the ease of giving in other ways, i mean it’s, it’s, mission driven, it’s, almost love of the organization. And by the way, here’s an option that happens to be easy. That’s. Exactly right. Ok, so we can do this in a ps we could say your gift this your gift could be a recurring gift. Would you then include a form for people to fill out? Or is it better to drive them to a website toe? Have them sign up there for monthly giving. Or what’s the best. You certainly want to include the form because donors tend to respond to the media in which you, you contact them. If you give them direct mail, they’re going to respond to direct mail. If you contact them with an email blast, they’ll respond on on the web. Okay, so you certainly want to do that it’s also important to because over the years the banks have been particularly effective in convincing donors of and organizations about how wonderful credit cards. In fact, we have seen changes so that there are different requirements to enroll a donor with funds transfer as opposed to credit cards. That is to say, if somebody wants a recurring gift with a funds transfer that is out of their checking account or savings account, there needs to be a signed authorization in place for credit card you can simply click through. Yes, this is what i’d like to dio and it’s over and done with the garden tending the ending the ending ding, ding, ding you’re listening to the talking alternate network, get in. E-giving you could 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 hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio, twenty four hours a day. Hi, i’m kate paler, executive director of dance, new amsterdam, and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Yeah, let’s, go back to something you mentioned earlier about age being a factor in whether you’re asking someone to do the credit card or the electronic funds transfer from a from a checking account. How does that how does to break down across ages? In in general, what we have found is that donors who are younger, better educated, maura, fluent mohr, disposable income i prefer elektronik giving that is to say, credit cards. Donors who are older, less well off clearly go for funds, transfers. And so, for example, if i would look at a typical catholic client where the age of the donor population might be average about seventy two, seventy three years old, i wouldn’t be surprised if seventy percent of the donors gave with funds transfer as opposed to credit cards. On the other hand, if i was to look at an organization like the union of concerned scientists or some of the other groups, you might expect to see a fifty fifty split. Or you might even see sixty, forty or seventy thirty split in favor of credit cards. And is that just because the older population is less comfortable revealing credit card information? That’s. Exactly. Right. Okay. Yeah. Yeah. And in fact, we in an interesting side note we were work with a church congregational church up in aa connecticut. On one of the things they found is that the five o’clock service every day, every sunday was the one that was most crowded. They would have a couple of hundred people in there. That was the one with the younger folks and their role in their thirties. They all had the three year old, four year old five year olds. When it came time to pass the plate around. Even though that’s where most of the commissioners were, those collections were the lowest. Everybody had debit and credit cards. When we introduced a monthly giving program for them, contributions went way up. Where do you find roughly the age demarcation line between willingness to do it by credit card or preferring the electronic funds transferred by checking account. Roughly. Where does that age breakdown? Somewhere in the fifties? Okay. Okay. All right. So we were, uh we were talking about the marketing of really, the solicitation of this direct mail is your preferred method. Can you can you can this be successful? By through email solicitation or that that was not, it certainly can. And in fact, one of the things that i’m going to talk about my presentation today at the conference is that there are any number of organizations out there who have one line giving capabilities and somewhere along the way, someone suggested that they include a monthly giving option in there. Some of these groups would would argue that because they allow monthly contributions, they have a monthly giving program. I would differ with that because in many cases, yeah, you have monthly monthly donors out there, but it’s not really a programme groups don’t know what to do with them, they don’t know how to solicit them, they don’t know how to upgrade, they don’t know how to include them in their program. So it’s just starting to feel their way through. I’m with bob wesolowski, he’s founder and president of caring habits. We’re talking about monthly giving, and i want to tie this into something that i saw about doing earlier here on the exhibit floor, bob was fly tying and he’s a fly fisherman and he’s going out on sunday, we’re interviewing, we’re talking on. A wednesday and bob your comment was that the if you if you do your own fly tying, you’ll pay more attention to what the fish are are after is that? Did i get that right? And that’s exactly right? Okay, and i see an analogy in fund-raising i think if you’re if you’re writing some of your own feels you’ll think more about what your donors and prospects are interested in hearing. That’s true, i think you have to know your donor’s a lot better if you’re going to be writing the copy yourself. Okay, so we’re fly fishing for ah moflow e-giving donors we are okay. We’re looking for the players out there and and i’ll confess that when i saw above on the exhibit for doing the fly fishing time fly tying, i thought he was making jewelry. I thought he was a jewelry maker because he had these precise little tools and a light and a little vice holding his the piece he was working on. I thought you were making hearings, but no, not this time. That’s how much of a sportsman i am right? My head is somewhere in a jewelry store. Let’s, see? So then we now have our donors. How how do we thank monthly donor? Do we thank them every month? Is that annoying? How do we go about stewarding these donors that we now have? We have seen a distinction between our religious clients and non religious groups in terms of how they thank donors. I think by and large, if you look at the religious organizations that we work with and that’s roughly fifty percent of our clients, they feel compelled to send a written acknowledgement every month. Even though these charges will appear on the donor’s, a credit card statement or bank statement, thes groups have been doing these hand written acknowledgments or some kind of acknowledgement for decades and it’s very difficult for them to get away from it. On the other hand, when we look at the non religious groups, i think there’s an implicit understanding by the donors that this’s recurring they do not want to get thanked every month. And so, as long as they see that acknowledgement on their credit card statement each month that’s. Fine. I think the other thing that also happens for some of the larger religious groups is they may start out on that path of giving monthly acknowledgments, and in some cases it may take a year, two years for five years in some cases where they finally get enough negative feedback from the donors who say enough alr right, we know it’s gonna happen every month. Save your time saved savior effort. Don’t bother with this stuff. We know it’s going to happen. What about an annual thank you letter? Something like that right at annual is absolutely very important. Very important. You guys, i think you don’t want to be the organization that that cultivates and solicits and obtains a monthly giving process. Donor-centric to say thank you. Just i know the gift is going to come, so why don’t i have to say thank you once a year? Yeah. And i think what’s really important about it is that once you get a donor who becomes a monthly donor, i think it enables you to change the nature of the relationship. If if you look at a group that’s doing four five direct male contribution solicitations each year, every solicitation is give me give me give me it’s it’s a constant ask once you have. That monthly donor, you know, that they’re going to be there for years in most cases, and so you don’t need that constant ask you can begin to provide mohr programmatic information and begin that upgrade process. Okay, so that’s important too? So someone starts at ten or fifteen or twenty dollars a month. Over time, you’d like to be able to upgrade them. Tio i guess twenty five or fifty dollars? Absolutely. And when is the right time to start that conversation after they’ve initially committed to the monthly donation monthly gift? When is the right time to talk to them about the possibility of upgrading? In our opinion, that needs to be either on their anniversary or a program anniversary and let me provide an example, i think you know, if you’re going to be doing sending these things out let’s use example again afore five direct mail solicitations in a year, you don’t want to be as a fundraiser, you don’t want to be in the position of having all of these anniversary’s coming up throughout the year, so typically what a client will do is is group everybody in and say june one, march one that that’s going to be our anniversary date so everybody who was in the program, graham as of that date that’s their their anniversary program and later on today, i’m going to be doing this this presentation with a client buy-in pat chambers daily who’s with the dominican sisters in amityville, long island and the way said they set up their program, they do the solution solicitations every march. All right, donors tend to enroll somewhere between march, and by the end of may or june, they’ll get a group in there on let’s say, we’re in march two thousand eleven. March two thousand twelve will be their first year anniversary because they consider march to be their anniversary month. And then when their two year anniversary march of two thousand thirteen, everybody in the program gets an upgrade, and so they’ll figure the two years into the program, the donor’s comfortable with with what they’ve seen there in the fold. And now you can begin that upgrade process. Okay? And how much is it appropriate to ask them to upgrade to or do you give options? How does that work groups do it in different ways? But if if you’re a small local not-for-profits it’s. Not uncommon to ask for ten percent or flat. Twenty percent. Great. When? When pat started her program nine years ago, it was simple. Would like everybody to upgrade twenty percent. Okay, um ah. Is it appropriate to ask the donor tto decide how much they’d like to upgrade? Or is it better to give them a target? Teo shoot for it depends on the resource is available. There are a lot of clients out there. Smaller organizations that just don’t have the resource is toe late. Laser in specific e-giving amounts. Okay, from a direct male perspective. That’s. Right. So if they’ve got the capability to do that, then certainly they will laze iran e-giving amounts. If it’s a smaller organization, then they’ll simply go in with that percentage amount. Okay, for center, ten percent. Ok, how do we handle the fees there? Are there going to be fees that the charity is going to be paying on these credit card transaction shins? How do we handle that? With respect to the crediting of the donor? Do they get credited for the net or just or the gross gift? As an analogy? Let’s take a check deposit if a donor writes a check to a not for profit, not for profit does not deduct any banking fees associated with that. They credit the donor for the full amount, and the same is true for monthly giving programs. Okay, if i give if i give ten dollars, i get credit for ten dollars and you’ll get credit for a hundred twenty dollars for the year. That’s exactly right? And any banking costs is simply their cost of doing business. Ok. All right, what else should i be asking you that? What else would you like to convey about the annual giving one of the monthly monthly giving one of the things which is also very, very important about this is that, um, assuming the client is brave enough to go out with these upgrades and i say brave enough because often what clients will find is that the average upgrade amount going from a one time donor-centric upgrade amount that we’ve seen over the last twenty some years is about an eighty five percent upgrade. So a lot of times and not for-profit will look at that and say, oh, my goodness, look at tony. That’s more money than we ever thought we would ever get from that guy s so when it comes time to upgrade their say, how, how is it possible that he could give more and so there’s an awful lot of reluctance. Once we get the client over that hump, there are two parts to that successful upgrade. The first is to ask, but the second part is a soft ask, which says, i’m sorry, i can’t upgrade my monthly contribution at this point, but i’d like to make a one time contribution. Typically, clients find that when the donor makes that one time contribution, it is as large or larger than what the upgrade amount would have been. They back off from that simply because there’s a bit of reluctance to make that long term commitment at that point, but they still want to make the contribution to the organization so it’s important to give that option absolutely and in fact, one of the things that pat’s going to talk about today when she finally started providing donors with that soft ask the onetime contribution on there, she has found that in every year that she’s done that and it’s been eight years in a row. There have been sufficiently large contributions that they have paid on their own for that appeal. Okay, excellent. What concerns you, bob about? About? Ah, annual giving monthly giving. I’m sorry, whillans e-giving that we haven’t talked about what? Well, maybe looking into the future. What? What concerns do you have for non-profits that are that are doing this for thinking about doing this, particularly for smaller organizations. One of the real concerns that we see is credit card security and credit cards are excellent. Yeah. Over the last seven or eight years, the credit card company, starting with visa and mastercard, including amex and discover, have put in place a set of security standards. Pc i the payment card security standards, which govern everyone who touches a credit card. Processors like ch i not-for-profits software manufacturers, hardware manufacturers and everybody who touches a credit card has to live by the standards. One of the things we find, particularly among the smaller groups, is a rather cavaliere concern about credit card security. They’ll get the credit cards in, they’ll process them. They may not keep them in a locked vault area. Now we have a credit card number. We have its expiration date. Women. Maybe maybe we have the secure code on the back. That’s. Exactly. Religious code. All right. So now these pieces of paper let’s say hopefully they wanted some kind of standard form. But now what we gonna do with these forms? What are people doing? What should they be doing? Well, what they should be doing, what we counsel is to keep those forms for about sixty days, because that will give everyone involved an opportunity to process the contribution and let the donor sayid on their statement. So that’s that’s one poke a bit and just mentioning that now we’re keeping it for sixty days, keeping it secure. So we walked. It should be locked out on someone’s desk or in an inbox. Right? That’s. Exactly right. What some clients are also doing is doing a two part form for their needs where they will have the name and address in the mount of the contribution on the top of the form and on the bottom they’ll put the credit card number and the expiration date. And after it’s processed, they’ll cut off that bottom portion of it. And do a confetti cut through a shredder on the sensitive information. And even i like to really get into detail a confetti cut, not a not a quarter inch strip cut that it’s got people could piece together in five minutes of will. Okay, we have just about a half a minute left. What else did you want to say about the security issue? The other part is that under no circumstances should any credit card information ever be entered onto a pc and excel spreadsheet a database, because when machines get old, they get tossed in the trash. And who knows what happens to those hard drives? Bob wesolowski is founder and president of caring habits, which is dedicated to building and operating monthly giving programs with electronic funds transfers. And we also know that he’s, a sport fisherman and expert fly tire bob wesolowski. Thank you so much for being a guest. Thank you for having me. This has been tony martignetti non-profit radio coverage of national national philanthropy day hosted by the association of fund-raising professionals, westchester county chapter my thanks to bob wesolowski for that interview right now, we take a break. And when we returned tony’s. Take two. They didn’t even think that shooting, getting, thinking thing. You’re listening to the talking, alternate network, getting anything. 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 lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. I don’t know what’s going to be on my block this week because i’m recording this show a couple weeks early in an early april so here’s a romp through some recent posts, two of them our irs is helping you. I was on my block. Iris has some good education courses and webinars on their site, which is called irs stay exempt, and one of those courses is applying for tax exemption that’s something that we get a lot of questions about. How do i create a charity? What’s the first step? What’s the second step and applying for tax exemption is one of the irs is seventeen minutes web courses a short lesson on getting your five o one c three designation so that you’re exempt from federal income tax and donations that people make, too. You can earn an income tax charitable deduction, another one of their courses on their site is unrelated business income, and i’ve also talked about that here, with jean takagi and emily chan are regular legal contributors again. The irs site is called iris stay exempt. And their links to all this on my block, which is tony martignetti dot com another post from february was respect small donors. I used the example of the new jersey institute of technology that got a five million dollar gift from ah couple that had given just twenty five dollars, a year, and they have been doing that for about thirty years, and j it was very smart to always thank them and developed a relationship with them, and they’re turned out to be a five million dollar gift in the state of the survivor of the and that couple. So a very good tale about respecting small donors. Both those posts are, as i said on my block at tony martignetti dot com, and that is tony’s take two for friday, february twenty seventh, seventeenth show of the year. Now i have a pre record interview with starita on, sorry from the same conference as the previous interview, and here is my interview with her on strategic organizations. Welcome to tony martignetti non-profit radio coverage of national philanthropy day, where hosts are the association of fund-raising professionals, westchester county chapter we’re at the edith macy conference centre in briarcliff manor, new york my guest now is starita ansari. She is president and chief change officer at msb philanthropy advisors, and her topic today is why a strategic organization is key to fund-raising success starita welcome. Thank you for having me, it’s. A pleasure. What is a strategic organization? The strategic organization is an organization that understands that passion is not enough in order to fulfill. The mission is an organization that looks at inputs, outputs and outcomes, and make certain that the day today activities are in line with the strategic direction, de fulfills the mission, and eventually, the vision. Okay, inputs, outputs and outcomes. What? What are and organizations inputs. Inputs as an example. Staff finances the thinking, the human capital, the output would be let’s say it’s a homeless oh, program. Okay, so the output would be we fed one hundred homeless people arika but that’s not solving homelessness. That’s a service. But the outcome with would talk about how many people we have placed our strategy and our success and eradicating homelessness. Best outcome. That sounds like there’s going to be quite a process in doing this strategic thinking to become a strategic organization. What what? What is that process like? How does how does this planning and thought process take place? First, one of the core values would have to be critical thinking, being able to evaluate trends in the market and and trends within the community that you are serving. The other piece is making certain that the people that you hyre particularly from a fund-raising perspective is not purely measured on how many dollars that are raised, but whether or not those individuals understand the mission and can communicate the passion. So what that means is that the people who you hyre strategically aligned with the mission and that you look beyond the job description. But you look at the talents that people have that khun strategically aligned with the mission, creating a team based a t jik culture that you would have to assess almost at every staff meeting. So staff meetings are not a discussion about activities. Staff meetings are a discussion about the strategic plan all right? And we’re going to we’re going to talk in detail about some of the things you just raised. But how does all this relate to successful fund-raising? Because that’s, your that’s, your topic out strategic organizations are ki tto fund-raising success philanthropist want outcomes, not outputs? Philanthropists want a return on investment philanthropists i do not want organizations that are chasing after grants to keep the doors open then therefore those organizations ends up mission drift, whether it’s, individuals, funders or the government everyone once out comes, which requires people to be very strategic and cost effective and an efficient that’s what strategic planning does it lets you be cost effective and efficient, and how you’re using money to get where you’re going earlier. Guest on this show has been dr robert penna, who wrote the non-profit outcomes toolbox. Are you familiar with his work and that that book i am not okay is outcomes, assessment or outcomes the attention that outcomes air getting that’s really pretty recent wouldn’t you say within just the past, i don’t know three toe four years or so where outcomes have become so much part of the non-profit dialogue? Yes, before passion and services, you’re doing good and feeling good for decades for generations, that was that was enough, right? That was, that was enough. And then all of a sudden the outcome started creeping in after the enron situation and now it’s ashley, part of the playing field, and so our appeals cannot just be appeals that have you no shows the single female head of household living in a homeless shelter calling on someone’s heart we have to do more than that. People in people are moving from s not meaning services, but s meaning solutions, and another guest has been ken berger, the ceo of charity navigator there now, and other other organizations as well that rank or or assess mission effectiveness for non-profits paying much greater attention to outcomes than then had been in the past, so this is all pretty recent dialogue. But who’s who’s responsible for the strategic planning process is that the executive director’s, that the board is a combination is that the i don’t know, chief fundraiser, the school of thought and theory that msb philanthropy advisors proposes is that strategic planning should be an inclusive process and that you create a culture where everyone understands from the janitor threw the chairman of the board the direction that the institution is going. But most importantly, if someone works for a nonprofit organization that doesn’t have a strategic plan, well, then the vp of institution advancement or director development should push the agenda and create the culture because it’s going to be expected of that person when they are soliciting gifts, particularly the major gifts and a plan gives people want to know where is my money going? Not just today. Three, four, five years from now. So everyone should be involved in the strategic direction for the organization. How do we trickle this down too? You mentioned even the custodian. How do we trickle it down? And then also, how do we continue it? This understanding with people who come to the organization years after a couple of years. After the strategic plan, they couldn’t have been a part of it. They weren’t part of the organization. How do we continue the trickle down the culture and continue it? What i’ve done in my career is that i value everyone when the janet of buildings and grounds you takes the time to talk with everyone internally, to let them know the direction you’re going with your fund-raising you never know who has a relation, shin ship somewhere back and help with the plan that you have for raising money in terms. That’s how you let everyone know part two of your question times what happens when someone comes aboard and after the procedure plan has been developed? I believe in allowing people to bring their talents to the table, show them this a t jik plan and welcome insight that’s one of things i think is important to our success is that we have to move to a model and non-profit sector where evaluation is not punitive and that everyone can have can give a fee back to how the ship is is moving through the waters, and so a new employees should be able to provide feedback and lend insight, but how khun the plan then accommodate that when the person is new to the organization everyone knew presumably is going to have their own insights. How does the plan continue forward if it’s constantly being altered with new in new insights from from new employees? What a plan is not being altered. The goals and objectives are the same. What will alter is additional talent that comes to the table to move the goals and the objectives forward. So everyone, the alumni, the community, the politicians, everyone will know the direction that your institution is moving and everyone hopefully will embrace it and bring what they can to the table. Okay? And if they’re not embracing the mission and the goals, then they it’s probably not the right fit to be working at the organization. Is that right and that’s the point i was making before when people hyre individuals purely based upon pon how much money they’ve raised versus not just the money they raised, but their passion and their understanding, the mission, the goals and the objectives of whatever going backto homes, eradicating homelessness? Well, let’s talk about the hiring process since we’re headed there. How do you ensure that you’ve got someone who is going to be committed to the the mission of the of the organization? When does that does that start out at the advertising stage of the interview stage? The resume screening stage? How do we do this? Make sure we’re getting the right people. We’re going to be as committed as everyone else in the organization, i think it’s important at the job placement stage for and this is going to be challenging. Okay, organize a challenge is good, though it helps us achieve for organizations to be transparent in terms of their core values. That way, you know whether and not that what’s of interest to that individual is of interest to you. Okay, so if there’s space i mean, does this belong in a job advertisement or you really start this kind of transparency at the interview stage? When you’re talking to people the first time you should be on your website, your mission statement should be on your website things that that that demonstrate your vision should be on the website and so people could say, ok, my passion is is social justice after i’m committed to lesbian, gay, bisexual, transgender issues, black and brown issues. Disability issues, issues of women. I’m committed to making the world a better place for everyone and valuing everyone and valuing, it said. And we’re talking about sort of coming out in the hiring process. Hyre talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific 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. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking all calm. Metoo yeah, for may, i would hyre individuals that demonstrate some type of passion, an experience in that area, in addition to being a plan giving officer clearly so clearly, technical expertise is necessary, but your point earlier, it’s not sufficient, correct. Dr starita. Dr starita ansari is president and chief change officer at msb philanthropy advisors, and we’re talking about how the strategic organization succeeds in fund-raising. What about staff meetings you mentioned earlier? It sounds like you’re unsatisfied with the typical staff meeting in a non-profit she’s, laughing. Now you can laugh out loud. I correct, okay. How? Why? Often, people come to staff meetings with a list of things that they’ve done since the last staff meeting. People should come to staff meetings with things that they’ve done to make gold one goal too, an assessment of how long it took to fulfill gold, wine and gold, too. Looking at gap analysis, are we going to meet the delivery ble on the on the time? God, i’m sorry got now on this show, we have drug in jail, so gap analysis it’s okay, you didn’t know, but you’re you’re treading lightly, you’re shutting closely to it. Um, what is a gap analysis on your strategic plan? There you have a critical path, which are the things that must occur in order for goals one and two to happen and let’s say action item three does not doesn’t occur then that puts puts the other goals at risk, gap announces is is looking at where things are falling through the cracks, where there may be human capital gaps because we haven’t hyre someone for position and how that gap is going to impact our ability for the delivery ble and what i’m saying is that staff meetings should should be analytical and should focus on what’s not working what is working and should be so and we should. Celebrate celebrate our successes as opposed to oh, i met with someone at ford foundation i maybe the program officer danny casey, i met this. I meant that i sent out seven proposals it’s clear, now that that sort of really even may be shallow meeting doesn’t promote the work of doesn’t promote the mission orientation in the goal orientation that we’ve developed around our strategic plan, it just becomes a list of activities, like you said, and that’s, what happens? People go through this a teacher planning process, they hire consultants, and the plants sits there, and no one opens the plan to make certain that is involved in the day to day activities, right? So no more of that let’s go around the table until we’ve done in the past two weeks. O r one week since the last meeting. All right, she’s e-giving the hatchet scientist across her neck, which is that’s not i hope it doesn’t mean end the interview. No, i don’t trends you mentioned being ableto assess trends in the marketplace where the non-profit exists. How does how does one how does your organization do that? One way is if you’re in a community. And i’ll stick with homeless, okay? And, you know, there are x number of shelters in manhattan get a sense of what they are doing, what they’re doing well, maybe opportunities for collaboration, what’s your market advantage, what you are doing well, that they’re not doing well. So when you speak to funders, you can communicate your market advantage. Was the trends in terms of homelessness what’s happening because of the economy? There’s an increasing number, single female heads of households that are homeless? What does that mean when a mother and her children are in a shelter? That wasn’t the case before the economy. So that’s a trend that we bets if you’re in the industry, you should be able to communicate the impact that that trend has over the past three or four years on the children in terms ofthe moving around and the ability to perform well in school, because that night in the same school, in terms of nutrition, how does all of that have have an impact on the population that you’re serving? And are we talking here about the executive director of the agency? Or could this be shared with the board? This this type of being out and looking at what’s happening in the community were, i guess, i’m asking, where does the responsibility life for this? In my opinion, the executive director, senor presidente, is the chief fund-raising officer. Okay, if that person is not comfortable being the chief fund-raising officer than the vice president for development, should equip that person with the tools that he or she needs to rise and fly, which means that development officer, or the advancement officer, needs to give the president of ceo the that data, and take the time to train the board on that information. So when they’re doing friendraising, they can speak about the value that their program brings to the community. We have just about a minute and a half left. Starita how about in performance evaluation? We’re looking at employee performance. How does this all work within that? Snusz egypt planning should be part of everyone’s job description oh, really, okay, i think everyone should be responsible, and i think people should be critical. Thinkers and fundraisers should strategically decide who they’re going to cultivate, why they’re going to cultivate that individual what’s the strategy. Look at a question. Which is working? Listen, i’m an annual fund person which works for my institution, is it the fiscal year end appeal over calendar year and appeal so that’s the evaluation piece, and then you take that and you apply that information to your strategic plan on how you’re going to move forward. Okay? Dr starita ansari is president and chief change officer of msb philanthropy advisors. We’ve been talking about the strategic organization and how important being such is, uh, leads to success in fund-raising starita, thank you very much for being a guest. Thank you. It was enjoyable. I’m glad my pleasure. You’re listening to tony martignetti non-profit radio coverage of national philanthropy day hosted by the association of fund-raising professionals, westchester county chapter. My previously recorded interview with starita ansari my thanks this week, teo, both bob wesolowski and starita and also to the westchester county chapter of a f p the association of fund-raising professionals, especially their philanthropy day organizer, joe ferraro. Next week i’ll be back in the studio on west seventy second street with paul gearan from professional survey group. How do you use surveys as a prospect cultivation tool? Had you craft your surveys? Tto learn what others think about your work i may call that survey satisfaction or maybe survey simplicity or i don’t know, serving up surveys. I’m not sure if you have a suggestion, i’ll take it, but you know i love a liberations, scott koegler keg lor will also be with me he’s, our tech contributor and the editor of non-profit technology news. Keep up with what’s coming up! Sign up for our insider email alerts on the facebook page. If you like the show, please like the page, you know you can listen live our archive to catch us archive go to non-profit radio dot net, and that will take you to our itunes paige. You’ll see you’ll see about eighty seven shows because i’ve been doing this for about twenty one months. Now you can listen anywhere on your computer the device of your choice non-profit radio dot net on twitter follow me or use the show’s hashtag non-profit radio use at hashtag recklessly our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Our 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, two, two p. M eastern on talking alternative broadcasting, which you always find at talking alternative dot com. I think the dude in the good ending, you’re listening to the talking alternative network. Get anything? 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Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com 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. Looking to meet mr and mrs wright but still haven’t found the one want to make your current relationship as filling as possible, then tuning on thursdays at one pm for love in the afternoon with morning alison as a professional matchmaker, i’ve seen it all with distinguished authors, industry coolers and experts on everything from wine to fashion. Join us as we discuss dating, relationships and more 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 shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com every time. I was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Dahna hyre

060: Research on Women Donors & Learning Lobbying Limitations – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Samantha Cohen, associate director of principal gifts at the American Civil Liberties Union
Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group

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

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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and it’s friday, september twenty third, two thousand eleven i certainly hope you were with me last week when we talked about learning office lease lessons. First we talked through the walk through how do you find the best space and use different spaces to strategically head into your lease negotiations? My guest was george grace, who has done this work for dozens of non-profits then what least terms do you need to be careful about? And what are the negotiating points? I was joined by attorney robert j smith and kate piela, executive director of dance new amsterdam, and we talked through the dance companies less than desirable lease to bring out lessons to help you get the best lease next time this week, it’s prospect research on women donors recorded at the fund-raising day conference in june. Samantha cohen of the american civil liberties union is going to reveal how tow reveal reveal how to reveal wth e-giving potential for your female prospects that is often hidden and learning lobbying limitations are legal contributors jean takagi and emily chan explained the limitations on lobbying by non-profits what activities are lobbying, how much can you do, and how do you report all that on tony’s, take two in between the segments, thinking is underrated. My block post this week, the aptly named host of tony martignetti non-profit radio. We’re going to take a break. I hope you’ll stay with us and then prospect research on women donors. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. 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. Hey, are 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 there and welcome back right now i have a pre recorded segment for you from june at fund-raising day in new york, we talked with samantha cohen of the american civil liberties union about prospect research on women donors hears that pre recorded sessions welcome back to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis in new york city. My guest right now is samantha cohen. She is director of principal giving at the american civil liberties union. Samantha welcome, welcome. Thank you. Pleasure to have you samantha’s topic is prospect researchers research on women donors how to research female donors and out of female research female, major and planned e-giving donors what is the importance of females in individual giving? Let’s start with that, samantha. Well, i think it’s very important to realize that women are outliving man, and at the end of the day, the wealth transfer is going from the man to the women. So a large proportion of e-giving will be directed by webbing, women, both outright and very much a steak gaps. Is it often hard to find the what the wealth of women? Is it often? In the husband’s name now the deceased husband’s name or is that a problem? That certainly can be a problem, but you can you can find some of the resources. I think the key with the research is to pay very close attention to the holistic picture when you’re doing a profile, not just looking at the particular name on the real estate records, but looking at all of the real estate records, looking at the names on the e-giving history when you could look at it as a whole, you get a much better sense of what the individual. Okay, so you’re advocating holistic prospect research? Absolutely okay, not only looking at the financial records you’re you’re part of the workshop was really about using the prospect research to on on women to best advantage, but what do you as a gift officer? What do you like to see as the product that’s that comes from the prospect researcher? So i am very dependent on prospect research. Sure, i am certainly interested in the wealth indicators i’m looking at the estimated wealth capacity, the gift capacity, but i am as interested in the indicators that tell me about e-giving. Priorities. So i’ll give you a very good example. We had a fabulous case study that i talked about today, and the research showed some great wealth. All of the real estate was in the husband’s name, all of the giving history was in both of their names and e-giving seemed to be to certain extent schizophrenic it seemed to be all too human and health services and education for half the guests, and the other half of the gifts were women’s rights and reproductive rights, and that didn’t make sense holistically. So i use that to drive a lot of questions, asking the couple individually what their priorities were came to find out the only thing they shared wass thie, my organization, and that, in fact, we were their single biggest shared priority, which, when i looked at their other giving based on research, were five figure gives suggested to me that there was a seven figure gift for us so that’s a great example of your talking about researching female prospects, but again, holistic approach. You have to be talking to the husband as well, if he’s still living? Absolutely, absolutely. What about other family? Are you often? Involved bringing in other family members aside from the spouse, we are very involved in doing multigenerational giving, and we actually talk sometimes two, three and four generations of families and it’s very interesting that families, when we’re dealing with wealth at the top one percent top ten percent that those families often erm having formal meetings, formal discussions and learning about who the power players are within those discussions within those families is incredibly valuable. We had done on older, older child, for instance, very influential to the mother and father. Absolutely. We had done some research and found that the man was in the health insurance business very, very wealthy. All of the money was his, and he had generated it. But in conversations with him came to find out that the family, he, his wife and the children make the decisions as a family, but that it’s, very democratic and the women in the family actually usually out vote the math. So instead of continuing to meet with him alone, i asked if i could come and meet with the women. So the role of women is not only because greater longevity no, not at all, they’re making a lot of the decision now you said you are very interested in the wealth indicators. What do you like? Sort of specifically like to see from prospect research in as you’re preparing? I want to see if there is political gether. If there is political giving, i’m looking not just amount, but who and what they’re giving it to. I want to see real estate, i want to see a publicly traded company information i’m also interested in news articles about why companies were founded as particularly valuable when i’m dealing with a woman and she has owned and founded her own company, finding out more about why she created that company and they’re often profiles business journals and community journals. That information could be very directive into how these in having these conversations is there. Is there value in? Well, clearly there is value in the financial information. Are you reluctant to meet with someone before you have some prospect research on them? What’s your what’s, your personal pride election that way so i want to have something i want to know some of what i’m going into, but i’m not going to have the lack of that information stop me from meeting. So with some people, you confined very little and some you confined, nothing is not going to stop me from having the meeting. There is nothing more powerful than standing face to face with someone and asking the questions, that thing. The thing you’re listening to the talking alternate network. E-giving thank you. Good. 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 hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics 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. Hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. And how important do you find the meeting to be in feeding back to prospect research? I think that’s something that has been missing a lot in the business there’s a lot of push out of information from research officers are not very good at sharing it back. We tend to like to do a full circle, so i’ll come back and say, i heard that they were very involved, maybe in a different country, maybe in a different state. Can we do some research there? I’ll bring that back, our researcher will do more information, and it becomes his fabulous feedback loop that includes the donor that just creates this beautiful fall fall because there’s there’s nothing better than sitting with someone right over a meal for an hour, hour and a half or in their office for thirty minutes that i’ve always thought that’s the incredibly valuable prospect research you’re finding out wealth of information you find out more than you ever can from the database, and it sounds like you’re using the written material when you do have it to inform the questions that you’re going to ask, right? I mean, you’re you’re running the meeting? Absolutely. Talk a little about running them, running the prospect meeting for us. So for me, for the meeting, i don’t want to spend a lot of time talking about mission or about the organization. I already know the organization, they often know the organization and with our members, they’ve known it probably longer and better than i ever could. So i want to know about that. I want to ask questions like, how do you make your philanthropic decisions? Why do you give to us? Why did you first give to us? Do you and your husband make the same decision to have the same have the same priorities? Those of the questions i want to ask and learn about when do you make your decisions? I wanted to drill down and find out, are they ultimately are their assets that they can give that we couldn’t find? Have they considered including real estate, how they concluded considered including in a state gift? So i normally spend probably two thirds of the meeting asking those sorts of questions, finding out a lot more about what they do, why they do it, and then i’m going to make a solicitation, i don’t like meeting without making the ass outstanding gift officer. Of course, you mentioned the hard to find assets. What kinds of questions do you ask to try to find out about what’s? Not so public. So one of the things that we’re seeing a lot of now as the economy is starting to finally take up is an increase in pose cos they’re starting to go public again. Let’s, identify that now. Tony martignetti non-profit radio we have george in jail. I would hate for you to be subjected. Jog, jail, right? I don’t have my keys. I sometimes have warden. I don’t have them. So just define aipo for people. So when i po it’s, an initial public offering and it’s when a private company is listed on a public exchange, the dow jones, the nasdaq on a public exchange so the public can invest in it, brings in a huge influx of cash to the business and becomes often a liquidity event on opportunity for the owner before the company was private to get some of their investment out. Okay. And though so, there could be some significant tax benefits that can be syntax considerations if you think of it as a year in which you have more money. What do you do with that money? So so how do you how do you get to dahna? Well, you would know, i guess, from the research that they do own a privately held business, i will and that’s normally about all i know. Okay, so how do you go from there? I will ask questions about how the business is doing. What’s going on with the business from research, i will also often see an uptick in marketing material. So all of a sudden, there are more news articles on the business, there’s, more press and there’s no reason why, after ten years in business, they should be in every business journal for the last six months. It’s suggest to me they’re trying to build their brand and something is going on, so i’ll actually ask about that. And then at that point, someone could often say, well, we’re on the verge of going public, and then i can have a whole different conversation you want to give stock now, do you want to give stock after there’s a whole different conversation? So i’m looking for information. To know where the business is. Conversely, it could also be looking tio here that someone is divesting themselves of a private business. They’re retiring, they’re going to give it to their kids, that’s a whole different liquidity event. So i’m looking for those and that’s information that i confined sometimes for research, but much more from the conversations that’s an outstanding example of using the research to go much, much deeper in your meeting this’s tony martignetti non-profit radio coverage of the fund-raising fund-raising day two thousand eleven with samantha cohen, director of principle you have the right principle giving at the american civil liberties union, and we’re talking about prospect research for females with female prospects and using that using that research wisely, i’ll ask you sort of ah, you know, softball question, what else would you like to say about using the valuable research? I think that we need to use the research we have. We need to be careful. We need to be analytical in that research, but we can’t depend solely on recent okay, lack of research shouldn’t stop you from getting out the door. That’s right on. How much of your time would you say you spend out of the office not nearly enough, but i would like to be out of the office at least seventy five percent of the time. Okay? And what is it that keeps you in when you’d like to be out or if you if you don’t want to say that so much, what strategies do you have for getting more time out of the office in with donors and prospects? How do you minimize that office? Time to get you more out a targeted portfolio, so really weeding out the prospects in the in the portfolio that aren’t going to produce. So i’m doing a lot more qualifying meetings to look at people to figure out know this person is not going to be a major donor, and i’m removing them from the portfolio so that my portfolio is becoming much more targeted, which allows me to spend more time with fewer people, produce better results, okay? And as you’re as your meeting with those better prospects, let’s, go back to the cycle ing back of information to the prospect research team. You use a call report for that if you have a sit down what’s the what’s the mechanism for getting that information back to prospect research. So the formal mechanism is a contact report that i write within twenty four hours of the meeting meeting think memory things get lost, so i write it down very quickly. I get that into our database very quickly, and then i’ll often go and sit down with our prospect researcher when i’ve had a particularly illuminating meeting and share with her the types of things you wouldn’t necessarily put into writing. Yes, okay, and might that conversation include people that the person knows who? Maybe a c l u knows or doesn’t know your prospect knows them absolutely connectors and new prospects are things that regularly come up in our durney meetings that we share not just one on one with our prospect researchers, but as a major gifts team, we often have conversations about that and you’re your portfolio what’s the what’s, the age range of your portfolio. I have donors in their twenties, i have donors in their nineties, so we are full, full across the board are average, doner is in their sixties, but the age of our large donors is quickly decreasing, so we’re getting over forties and fifties, it has as much to do with our targeting and multi generational conversations. Is anything else? Okay? The conversations, the meetings that you have with women let’s, let’s focus on women that’s the subject of your seminar women in their eighties nineties how do you how do you talk about there? Differed or plant e-giving how do you open that conversation with them? So when somebody reaches their eighties and nineties, they’ve often already got their plans sorted out. So it’s a little late to be asking to be included in someone’s estate, although we certainly wouldn’t shy away from making the ask it is a little late, but if we if we talk about people women in there, maybe a little younger in their sixties and seventies, we’re talking about a similar generation. I’m often asking questions about what they want to leave behind as a legacy, and i’m asking questions about do they want their gifts and their legacy to reflect the life that the woman maybe shared with her husband? Is it about honoring his memory? Is it about honoring him or, as we often find, once the husband passes away, the woman has a different focus and wants to make gifts that matter. So asking about priorities and legacy and what they what message they want to leave behind to their families into the world that’s often what the conversation is about how do you manage it if you’re in that situation the husband has recently, he passed. Well, let me ask, is most of your portfolio women, or is there another proportion? I would say it’s probably sixty five percent women, okay, they’re slightly slightly when you’re when you’re dealing with a man or a woman whose spouses recently deceased, and you suspect that it was the spouse who was the primary giver, my mary-jo donorsearch too american civil liberties union. How do you approach that surviving spouse? Wait, i think the most important thing is we do approach them, we don’t assume because the spouse who was the instigator of the e-giving has deceased, we don’t see him that e-giving can’t continue, and i think that’s a very key point, you don’t just let people go away exactly, and we don’t leave them alone for months and years on end. Obviously you need to be respectful and not be there the next week, but we want to let them know that we’re still they are and that we still care and we’re still interested in them and so we try to have a meeting pretty quickly, and often it becomes a nostalgia conversation about this, about the husband, about why he gave, which will allow us to talk about what do you share those some of those same values? Are you as interested as your husband wass in civil liberties? That conversation can lead us while my husband was interested in a particular area, but i’m more interested in this area of your work, so we can recon target our messaging that’s good that’s a home run. They’re still interest in your work. Just a different part of it. Absolutely or we may find they may not be interested at all, at which point we can talk about the possibility of a gift in memory of they’re loved their loved one. Alright, so still keeping the door open until they absolutely say no more, no more giving to your organization, but it’s it’s nass ity tour you don’t really give up until you actually shown the door. How many years do you have in individual giving? I’ve been doing individual giving for fifteen years. Shows senior out senior senior gift officer c o l c a c l u is lucky to have you, samantha. Thank you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven. I’ve been with samantha cohen. She is director of principle e-giving yes, at the american civil liberties union and samantha, i want to thank you very much for being a guest was a pleasure. It was a pleasure. Thank you very much. That was my pre recorded segment from june fund-raising day here in new york city. Right now, we’ll take a break, then, after the break, it’s, tony’s, take two, and then after that, learning, lobbying limitations with our regular legal contributors, so stay with me. You’re listening to the talking alternative network. Yes. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you concerned about the future of your business or career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving 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. 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 hello there. Welcome back, it’s. Time for tony’s. Take two. My block post this week is thinking is underrated back in what for me were dark days when i was a lawyer practicing law i usedto have to account for my time in six minute increments tenths of an hour and there were lots of billing codes for things like court appearances and drafting motion for summary judgment and responding to motion to dismiss and telephone conferences. But there was never a billing code four thinking about your case, and i always thought that a lawyer’s best contribution to a client’s situation, which is usually a problem situation not always, but usually would be thinking, i’ve spent my time thinking about your case strategically and the attorneys who were involved in the other parties that are involved and your needs. And but there was never a billing code for thinking, so my day’s got much brighter because i only practiced law for about two years. And now, in the brighter sonny your days, i do a lot of thinking, and i don’t have to account for my time anymore in increments of six minutes and that’s what the block post? Is all about encouraging you to think just spend time thinking actively consciously about things that are moving and important to you, whether their personal or professional. In the blood post, i mentioned a lot of things just as examples that i spend time thinking of an and that i spend a lot of time on vacation and also on the subways, actively just giving thought to things in my life and that’s. What the block post thinking is underrated is about encouraging you to do the same, and that is tony’s take two for friday, september twenty third, two thousand eleven want to welcome jean takagi and emily chan are regular legal contributors. Jean takagi is principal of neo the non-profit and exempt organizations law group in san francisco. He edits the popular non-profit law blawg at non-profit law blogged dot com. Emily chan is an attorney at neo-sage, the principal contributor to the no non-profit law blawg, gene and emily. Welcome back. I think it’s a pleasure to have you. We’re talking this week about lobbying limitations. So what? Gene are some of the activities that could constitutent lobbying just so people are are conscious of what they might be doing that could become lobbying great question tony and way to think about a lot of wealth, so jobs loving is essentially attempting to influence legislation and the activities that might constitute lobbying our writing legislation, trying to meet with legislators or legislative bodies and influence how they might act on a proposed bill and things of that that nature. We might do that with a ballot measure and go out to the people or talkto our members or the public and tell them to contact their legislatures about specific bill constitutent ok, and can also include the use of social media and blogging. Absolutely, tony, great point, so blogging is just on dh social media use is just another way to communicate, and if you’re communicating to legislative bodies or legislators, legislators better have have their own social media sites or have their own blog’s and websites, and many of them do that khun b lobbying and if you are getting your members or you’re encouraging the public to engage in the same types of activities to influence legislation and contact legislators, that could all be lobbying using social media and blog’s and twitter and facebook and all the rats, okay, so i want to come back to social media in a few minutes after we’ve talked about some of the some more details because that’s that’s really interesting and also the point of the possibility of someone posting on non-profits site and whether that might be considered lobbying, but i think we need to do a little detail work first, and emily, there are laws, there are no, they’re not laws yet there are bills and acts under consideration now that non-profits might be interested in commenting on one way or another, right? Yes, tony so loving is getting some renewed or re energized attention as of late because of some things that were seeing on both the federal and state level recently on the federal level, there was the budget control act that was fined and that’s calling for one point five trillion dollars cut decided by that twelve person bipartisan committee, and certainly there are many non-profits better concern that they’ll be at the chopping block with that cut. Additionally, we just saw the proposed job will act. I’m spoken about which will limit the charitable deduction for certain we’ll be individuals, and then on the state level, we’ve seen some pushback in massachusetts. The attorney general earlier this year tried to propose legislation that would require prior approval by the attorney general’s office before non-profit could compensate executives, but these are the types of legislation that non-profits may want teo voice an opinion on or put out communications that reflect the view on that, encourage others to contact legislators or for themselves to go ahead and do that as well. Right? So we’re not just talking about federal law, but also and any state initiatives that could impact non-profits and that they might want to comment on and emily so how do we decide how much lobbying a non-profit can do? So in the internal revenue code for public charities under five, oh, one, seat three, it says god, public charities cannot engage in more than an insubstantial amount of lobbying and the default test for that is really all facts and circumstances. The irs will look at everything, including the time spent the resource is such expenditures on decide whether the organization has now stepped over that line into substantial lobbying activity that really leaves many organizations uncertain and scared in many. Ways, because there is no strict percentage or limit on that. So what organizations can do is elect to be measured by something called an expenditure test, which is under section five a one eighth of the internal revenue code. And unlike the people in this one, is measured only on expenditures. So it really gives organizations a better gauge as how to measure their own lobbying limits within compliance with the law. Okay, holy cow. All right, so that’s a ton of stuff. So? So you have to do lobbying that’s? Well, i shouldn’t say less than substantial because that’s not what’s in the code. So you have to do lobbying, that’s insubstantial or or less if you’re a five a one c three. Right? Okay. Cancel amount of total activities. Another way too. Wait, i’m sorry. Say that one more time in a substantial amount of total activities. Ok? And so then there are two different tests you’re saying to measure whether you’re you’re meeting that threshold or your or your exceeding it, right? Is that that’s standard? I should say that standard or you’re exceeding it. Is that right? Yes. That’s correct. The default. Substantial part. Okay. There’s the expenditure testament organizations can elect to be measured by filing a one page form. Okay, before we go into too much detail. So let’s talk about the substantial part test you say substantial, substantial part of what substantial part as activities. So it goes back to the language and five oh one c three and saying that organization can army engaged in an insubstantial amount of lobbying and there’s no exact equation as to how the irs will do this, it will just look at all facts and circumstances. Okay? And you said that this is the default test. So careful around jargon jail, because for lawyers, default is very clear. But for others may not necessarily be. That means that everybody’s covered by this test, unless they choose the other one, right? Yes. That’s correct. And then that’s, when they would file a form form fifty seven sixty eight and elect into the expenditure. Okay. And jean, let me turn to you and ask when should a non-profit or what types of non-profits should try tio or should apply to be under the expenditure test. Well, it’s going to be most non-profits tony that are going to be benefiting from from falling under that test. The five oh one h expenditure test really works out for all charities, particularly if their annual budgets are under seventeen million dollars a year. And i would think that that’s going to cover most of the people listening, okay, organization and how do you come up with that number? What is that? But under the substantial part test that emily was talking about again, if you don’t do anything, and that’s how the irs is going to look at your lobbying and they look at everything assembly was talking about and the general rule of thumb that people use that professionals use and trying to give guidance. Tio non-profits is saying that well, there is an old court case that five percent of your organizations, time and effort spent on lobbying. That’s not substantial. So it’s okay to do up to that amount, but anything over them that we’re not really sure of. So if we took a look at five percent that’s that’s going to be not a lot of money for a small charity for, you know, a million dollar charity we’re talking about a cz little as a five thousand dollars when we go into the expenditure test, their specific limits that we know we would need teo comply with in order to stay under that threshold, and the limits are pretty generous. Tony twenty percent of your first five hundred thousand dollars in expenditures in furtherance of your mission would be insubstantial. So that’s one hundred thousand of your first five hundred thousand dollars that you spend would be insubstantial fifteen percent of the next five hundred thousand ten percent of the next five percent of the next. It ends up being tapped at one million dollars. So when we look at that one million dollar mark, and then we go back to the substantial part, tess, we know that at about seventeen million dollars that’s when the substantial part tests and expenditure test looks to be fairly, even if we’re just looking at that five percent mark as the rule of fun rule of thumb with substantial part test okay, biggest benefit of the bible in h expenditure tests for most smaller non-profits tony is that all volunteer time spent on lobbying doesn’t count of lobbying? Volunteer time doesn’t spend doesn’t count, so so you can have lots of volunteers going out and knocking on lots of doors or leafleting and doing things, and none of that time counts. None of the expense of that time counts toward the calculation. Well, none of the volunteers time town on that calculations are only expenditures. That you might have in that equation would be factoring what staff time that you might be paying for to organize the volunteers and maybe some printing materials. But for low cost or no cost lobbying measures, the five of one age expenditure test is of great benefit. Okay, we’re going to take a break, and my voice just cracked like i’m fourteen years old, and when we return, we’re going continue learning, lobbying limitations. This is excellent detail to stay with us. Talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna 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 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. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back to the show i’m with our regular legal contributors, jean takagi and emily chan. We’re talking about lobbying limitations. Gene, you mentioned that where this five percent is based on an old case. So how come it’s ok to rely on this old case? Because we don’t have anything else, tony so we don’t really have anything else to rely on. There may be some private letter rulings, but theres so specifics with facts and circumstance is that they don’t really touch on an overall level anymore. So all we have is that old court case that’s at five percent of time and resource is that that was insubstantial and okay, okay, and you invoked a lot of mathematics. You know, i went to law school because i’m poor at math, so but i was able to follow your explanation, but that’s about as far as i can go, so don’t bring in any algebra or anything. Just keep it tio addition and subtraction. Andi, i’ll be okay. So and what is the form that non-profit uses to elect the the more advantageous one that’s for small non-profits the five oh one h test it’s form fifty seven. Sixty eight and has emily mentioned one page form super easy to fill out one of the easiest forms that the irs has? Okay, fifty seven, sixty eight there’s no t on the end of that it’s not fifty seven. Sixty eighty no tony from from the earned income was that elearning yeah, i like the tee form. See if you can find some more of those that have a tv in them. Okay? And then let’s just based our conversations on those. So so we have to do research. Well, you do find all the forms and have teas, and then we’ll talk about that that’ll be the subject for future future shows that you’re on so let’s see, emily, how do we oh, so let’s, talk a little about social media now, okay, so now we know the two different tests. So emily suppose somebody posts puts a block post aren’t just comments on a block and a non-profit advocating, you know, opposition to the charitable deduction limitation that you were that you mentioned earlier. Does that fall under lobbying? Tony it’s really going to depend it’s going to depend on the facts and circumstances around that situation? Social media is certainly a place where the risk is there, um, and it really is going to fall on how the organisation is monitoring its own social media. So, for example, what kind of user agreements it has if it has a moderation policy, the dance that an organization takes on the way that they control their own platform is going to possibly affect whether the irs decides to say that that’s lobbying and challenge them and as well how courts are going to interpret the factions. There’s actually a really good resource that recently came out from alliance for justice called influencing public policy in the digital age. And it’s, a resource precisely on social media and a lobbying an election related activities. Ok, is that alliance for justice dot org’s? Do you know it isn’t free and it came out okay. Okay. It’s. Always troubling when you know when you when you guys say and i think this related to earned income also it depends on the facts and circumstances. That’s, it’s, it’s. So nebulous though, hyre. And you also said emily it it depends on the way the non-profit is monitoring their blawg. What do you mean there and could you could talk a little bit louder for us, too. There are different schools of thought as teo, how organizations should approach monitoring their own platform. So on one hand, organizations can decide to have moderating policies where they say they will take down information, not violate their community by lines of their terms. And if something were to happen, such as lobbying by a user who came on, you know, they may be able to show good faith, but at the same time they take on that responsability and apparently the administrative burden of monitoring that forum. On the other hand, there are organizations that choose not to moderate the forms, and they just put out a disclaimer that they don’t moderate it. They don’t stand behind necessarily what’s being put on there and it’s not a reflection of the organization. While that does take away some of that burden, then of going through in filtering the comments, it may be more difficult than to show that they are taking the responsibility to ensure that they’re not engaging in substantial amounts of lobbying lobbying, and it also creates a bigger risk that then, you know the free for all on their forum for whoever comes across it and whatever they want right there, you can’t just say we don’t monitor it and it’s not the opinion of of our non-profit that’s not going to be good enough? You can say that, but there is a question as to what position that puts you in certainly the law and the irs. They’re trying to catch up with these new avenues of social media and how to apply these very traditional rules to these new forms of media that, you know, create opportunities that weren’t previously available. Yeah, the laws are not keeping up with the changing digital landscape, certainly let’s. See so jean, did you find any there’s tea forms? Gene on the break, by the way, looking way had a two minute break it and i thought you come up with half a dozen by them. So there must be a reporting mechanism. If we’re concerned about the substantiality of lobbying activity, there must be some way that non-profit have to report backto irs. Absolutely so the form nine ninety is their annual information returns and whether you form filed the form nine, ninety or the nine ninety easy version you have to file a schedule c, which reports all of your lobbying activity and there’s two ways to report it. So if you are under that substantial part test, you didn’t do that that five o n h election and you fall into the substantial part test. You have to last her a lot of questions about whether used volunteers and what other resource is air being used for lobbying? But if you file that five o one h election, as i recommended for most organizations, especially smaller organizations, then you just record your expenditures and on the social media issue that really works out to your benefit as well, tony, because how much money did it cost to lobby when he just got a comment back from somebody that put in a lobbying position? It might have cost you almost nothing, right? So then you don’t worry about it so much if you paid that election and we’re talking here about the tax implications. But there is another federal requirement around lobbying activities to reaching that’s, right? So if you’re gonna be live ing on federal issues, you may also have to look at the registration and reporting requirements in the lobbying disclosure act, and those can be fairly complicated, but those air outside of sort of the tax requirements of around lobbying and you’ve got to talk with attorneys who understand the lobbying disclosure act on the federal level and possibly if you’re looking at state level issues or local level issues, you’ve got additional registration reporting with state and local authorities as well. Okay, so, uh, substantial, and what about the let’s? Say the pastor? This comes up in new york, a lot of pastor on a pulpit around election time on dh he or she is advocating for either one of the one of the ballot initiatives for against or for or against a candidate. Jean how does that fall into what we’re talking about? Well, when they’re talking about a ballot initiative, then we’re talking about a form of lobbying. So in the case of a pastor preaching to his congregation or even to the broader community we’re talking about typically grassroots flopping, which is lobbying where you’re going out to the people and telling them how to vote or tell their legislatures on how to vote sametz i’m going to actually back-up one step, however, if the people on a ballot initiative, if it the people themselves of the lawmakers and not the legislators, legislative bodies, then that would be called direct lobbying because you’re going directly to the people who make the law the people themselves. Well, but if you’re on the if you’re on the pulpit, you’re talking teo anaugh audience of congregants, and they’re all voters. What is that then? It’s still lobbying? So if you’re if you’re got a position on the law and telling them how to vote on the law, it would be lobbying the one thing that you mentioned that might be a segway for another show tony is, is when pastor on the pulpit start telling you who to elect for public office. Okay, now we’re talking about candidates, not issues, right? Okay? And in that case now we’ve got an election hearing activity and five a onesie three organizations, including churches, are prohibited from engaging in that type of political activity where they’re endorsing a candidate. Okay, that does sound very good. Why don’t we talk about that next month? Because there’s an election in november so we can talk about election earing and the limitations around that in october has that sound sounds perfect and, well, look way need that. Yeah, yeah. The subject is off the table if there’s no tea forme because tony form. So forget about it. You know we’ll do election next time. That’s. Emily chan and jean takagi emily gene, thank you very much. My pleasure, gene is principal of neo, the non-profit exempt organizations law group in san francisco. And emily chan is an attorney at neo. I want to thank both of them and also my first guest, samantha cohen from the american civil liberties union and all the very thoughtful people at fund-raising day who enabled us to have that booth on the exhibit floor to do the interview with samantha and and a bunch of others. Those interviews have been playing for the past couple months next week. It’s employee engagement deshele dorsey from changing our world is with me to talk about how your non-profit khun gained from company programs in giving, volunteering, mentoring and even loaning executives and also our regular prospect, researcher contributor maria simple, the prospect finder will be with me as well next week. You can keep up with what’s coming up! Sign up for our insider email alerts on the facebook page, facebook, dot com and then the name of this show and if you like the show, please click that like button and become a fan. You can always listen live or archive you’ve been live archive you will find us on itunes. You can subscribe there listen any time on the device of your choice at non-profit radio dot net on twitter you can follow me are hashtag is non-profit radio so follow me at anytime and during the show. That’s the hashtag to use use it wisely and use it indiscriminately, too. Our creative producer is tony martignetti of tony martignetti non-profit radio is claire meyerhoff. Our line producer is sam liebowitz and he’s, also the owner of talking alternative broadcasting. Our social media is done by regina walton of organic social media. I hope you will be with me next friday one to two p m eastern here at talking alternative broadcasting, which is always at talking alternative dot com. Dahna i didn’t think that shooting. Good ending. You’re listening to the talking alternate network. E-giving duitz 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 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. 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. Shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com every tower is a great place to visit for both entertainment and education. Listening tuesday nights nine to eleven it will make you smarter. 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 efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. Wanna one media dot com? Dahna

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. 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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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051: CEO as Fundraising MVP – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Two chief executives, Mindy Duitz at Learning Leaders and Karen Pearl at God’s Love We Deliver, reveal their insights on how to motivate, engage and position your CEO to be a fundraising MVP.

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

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Hello and welcome to the show. This is tony martignetti non-profit radio. I’m your aptly named host it’s friday, july twenty second, two thousand eleven we’re always talking about big non-profit ideas for the other ninety five percent. I hope you were with me last week when we had cool collaborations and intelligently engaging generations x and y first, sandra lam and i talked about mergers, partnerships, collaborations and acquisitions. When should your board be talking about thes, and how do you execute them? Later? We had leslie goldman and casey rotter from the us fund for unicef, sharing their expertise in cultivating your next generation of donors, engaging twenty one to forty year olds this week, i have two interviews again from fund-raising day, the association of fund-raising professionals conference in new york city, which was this past june first, the ceo as fund-raising m v p for those of you who don’t know baseball that’s most valuable player like me, i had to look that up. Mindy dietz and karen pearl, they’re both non-profit chief executives, and they reveal their insights on how to motivate, engage and position your ceo to be a fund-raising m v p and i assume you know what ceo stands for, then the fine art of conversation, of conversion, the fine art of conversion don’t be afraid of analytics tools like google analytics can help you convert website visitors into online donors and help you engage younger prospects who later become donors. My guest is scott barnett and he’s, the director of web communications for fairfield university. In between those two interviews, of course it’s tony’s, take two this month is our one year anniversary. All this month celebrating, we’ve got two new regular contributors in law and prospect research joining me actually two contributors in law starting later this month and then a contributor in prospect research starting in august. I’ll talk about those and i was on tv this week. We’ve consumer reporter esa aaron’s, we were talking about the irs revocation of tax exempt status list. Ah, and i also did a bit of stand up comedy this week, so tony’s take two, maybe more like tony’s take three or four, but it’ll definitely be around thirty two minutes into the hour and that will all be on tony’s take two right now we take a break and then when we come back the ceo as fund-raising m v p hyre you’re listening to the talking alternative network. Duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, 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. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey, sick. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven with the new york city marriott marquis in times square. My guest now are mindy dietz, president of learning leaders, and karen pearl, president and ceo of god’s love we deliver, ladies welcome great to be here. Thank you very much. Pleasure to have you your fund-raising topic you’re fund-raising seminar topic is the ceo as fund-raising m v p now, just a couple of minutes ago, i was talking to three, three people, three guests, about motivating they’re bored to cultivate major gifts, and we’ll talk about that bored relationship with the ceo. But, karen, what? What are the key elements of the ceo as fund-raising most valuable player? I would say that the key element is that so many of our donors actually want to meet the ceo, get to know the ceo. And so the there’s a partnership between the board, the ceo and the development team to make sure that the ceo knows who they’re about to meet, what they’re going to talk about and is ready because if the ceo is ready, that’s the best leverage that you khun get okay, ready? And willing, ready and willing. Okay, maybe we’ll talk about the unwilling ceo back-up. I’m sorry, leslie, why don’t you? What would you like, tio? Sort of sorry, mindy. Mindy, what would you like to open with around the ceo as most valuable player for fund-raising? Well, i i would echo what karen just said, and i think the key to all of fund-raising and all of these things is relationships that i think that the ceo has to be the person who manages up the person who manages down from donors to board and really forms i kind of ahh whole chain of people having faith in each other because people do invest in people as well as organization. And so i was really primarily i think, who we all are and who we represent in terms of the organizations and mindy, how does the ceo sort of set the culture of fund-raising for the rest of the organization, we’ll we’ll be talking about their individual role with respect directly with donors, but how did they set a culture of fund-raising throughout the organization for the others? I think we, you know, we all know what they have to explain that every single member of staff and every boardmember absolutely are part of the fund-raising team, we’re all selling something we don’t like to maybe use that terminology, but we are the spokespeople where the practitioners where the deliverers and we have to care and we have to have passion and i think what distinguishes all of us as non-profits is the passion for what we do and that’s what makes us able and all be part of fund-raising but what is the ceo need to do? Teo teo, race everybody else well, we need to be the chief cheerleader. We need to be the person who keeps reminding everyone about the value of the work. I mean, what we really selling is something very important depending on the mission of our organization. So i think the ceo really has to be the person who could articulate it and also inspire people to go out and help sell it. And karen, as we just mentioned a second ago, i said, you know, willingness there has to be that willingness in order for the c e o to convey the same enthusiasm to the rest of the organization without question. And the ceo has to be willing and i what we talk a lot. About it, god’s love we deliver is that each of us has a very special role as an ambassador, and it doesn’t matter whether we’re being the ambassador directly with clients. The ambassador with our volunteers, ambassador with our donors, but way worked very hard to make sure that all of our staff are prepared to to play that role, to know enough about god’s love some key talking points to be able to talk the sunday dinner with family or at the ball field sitting with their friends, and i think that does come very much from the leadership if the leadership of the organization is comfortable fund-raising and helps people understand there very special role in that that filters down into the culture and people really enjoy it. They really like it. Some of us are staff for some of our best fundraisers. Is it possible, karin, for youto say, how much of your time is devoted to fund-raising some ceos will say one hundred percent right it’s, not a hundred percent. Everything i do is really fund-raising you know yes, you could say that, but i think the heart of your question is how often am i? Actually, either meeting with the development team meeting with the board meeting with donors on i would say that’s probably half of my time. Okay, okay. Mindy, do you have advice for boards as they’re hiring a ceo around, making sure that they get a ceo who’s able and willing to do all the things that you you described earlier and be that passionate fundraiser? I mean, the single most important thing that a board of any organization does is hyre their ceo and it’s got to be a fit, and that sounds kind of trite, but it has to be fit with them because in a way, they’re looking for someone to champion their cause and give them direction. I mean, the ceo is not the chairman of the board, but has to be with the chairman, a leader and a partner. So i think the hiring is really about looking for a match and there’s no one definition of that it’s got to be the culture of the organization, the goals of the organization, the level the organization is at, you know, a startup is looking for one kind of person. A very established organization looks for different. Level so it’s, knowing where you’re at, the board needs to know where the organizations that and what’s the match for that level, you know, i don’t want to pursue this little bit more about the hiring of the ceo. Do you like to see people within the organization interviewing potential ceo candidates? You mean, like the staff? Yeah, i think it is absolutely the board’s decision. I don’t think the board should ask the permission of the staff. Frankly, i think a smart candidate will ask to meet the key staff to see who they are to see what they’re saying. And so i think it’s an important thing, to have an interaction and to get a real feel so that, you know the ceo themselves has a taste of what the organization is and can even turn to the board and say, well, this is what i see, and perhaps the culture needs to go one way or the other. And are you going to be with me on that? E-giving didn’t think the tubing getting ding, ding, ding ding you’re listening to the talking alternative network to get you thinking duitz things 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. Oppcoll are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Karen earlier you suggested about thie i just forgot what i was going to ask you about the willingness of the ceo. Now we’ll have to skip that because when i come back, then i think the question about hiring the ceo, the one of the thing that i would say is that when boards goto hyre ceo, they themselves are the in some ways the organization’s key donors, and they can very quickly judged by their own reaction whether they think the person who’s sitting in front of them has vision, has passion, can communicate it because what they’re seeing in that interview process is what donors will say. Of course, in an interview, you’re not going to know the organization as well, or and there will be a learning curve, but bored should put themselves not only in the role of the governance leader, but also in the role of the of the donor and say, is this somebody who i see is the face of this organization, who i feel comfortable putting out there, you might be happy being the front person, you know what i was going to ask you is you had alluded to donors. Wanting to see the ceo now, how do you manage over exposure so that the ceo, i don’t think, shouldn’t be brought in for every obviously for every donor meeting? How do you decide when it’s appropriate and for which donors? The meeting for the ceo is right? I’m we’re time not an issue. I would say that your premise that the ceo should be brought in for every donor is not so because i do think that every donor is entitled to know the organization and know the leadership time sometimes is an issue, so what we do it god’s love is that we do some combination of donors, meetings that are one on one and other other donor meetings that might be a group of people who come in. So we’re now in a siri’s of coffee with the ceo so i can sit and talk with a number of people at the same time, so we try very hard to be as connected and not just connected to me, though that’s. The other key is that they want to meet the ceo, but the ceo doesn’t have to be there only relationship with the organization there are board members, there are other donors, their staff, particularly the development staff, and we share that, yeah, that’s going to play at all levels. There should be no donor who only knows one member of the staff, right, including those including those people who are receiving your services. Don’t you want to broaden no, the knowledge base of the the recipients, right, right. We’re benefitting right? Well, mostly what we care about, because that god’s love we’re dealing with people who are really sick, and so when they need to connect with us, we want them to make that connection. We don’t want them tow. Have tio hang on the phone for a long time, get a call back they could be napping by the call comes back, so for us, it’s, like call anybody. We have a lot of general numbers so that people can. Our clients can get to us really without fuss. Karen what’s, the part of fund-raising that you dislike the most. I don’t know there isn’t really one that i just i guess the thing that i had to think about, that what nobody’s ever done it good like like, well, mindy, what do you see in your in your practice? The part that ceos perhaps struggle with the most? I think, you know, like carrot it’s so integral to the job you don’t think about liking it or not like it. I think sometimes is a part of me that just takes a deep breath and says all the energy and all the time and money that goes into raising money. There are moments when you wish you could be using that more to be delivered your service, but it’s kind of integral to the work, and it is rewarding because it’s europe opportunity to have people invested in what you’re doing. But is there something that you see ceo struggle with more than than others are maybe it’s identifying or speaking in large groups or meeting in individual meetings? I think the nature of being a ceo is that you need to be comfortable with all of those modes, and what might be a struggle is if it’s really not you. If it’s not, you’re fit, you could be quiet at it. You could be loud at it. You could be exuberant. You could have your own style. Think i think for all work. It’s got to be a match. Okay, i’m with mindy dietz, president of learning leaders, and karen pearl, president and ceo of god’s love we deliver and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven let’s talk about the relationship with the board. The board is integral fund-raising integral member of the fund-raising team as a whole and then also as individuals. Um, karen, how do you manage that relationship with your board? As as fundraisers? It’s a really key part, i think of the ceo’s job is managing the relationship with the boards that you say as individuals and as a group, as a collective and of getting finding the right way to engage each boardmember because each has their own skills, abilities, willingness and comfort level comfort, you know, so some people are, like, great, you know, getting in there with you making an ask of somebody another one might say i’m really not comfortable with that. But i will send a letter and another might say, i’m more willing tohave people come to events with me or to buy a table or do other things. Some people are fantastic spokespeople, and they don’t really want to do fund-raising so i think a riel art is getting the best of each of your board members and as a collective getting the skill set that you need to really advance the organization in fund-raising sing, but in lots of different areas, and how do you assess what each board members strengths and weaknesses are? Is there some kind of formal assessment, or is it really just you getting to know them and understanding that way? That process starts way back in the recruitment process for new board members in terms of why’re they being recommended, what is their formal resume? And then what is there in formal resume? Because a lot of people have skills that, like, they might be a coach and if somebody’s a coach on the side that speaks to how they might work in a group on your board so it’s getting to know them through the recruitment process and then ultimately spending some time with board members, once they’re on the board to talk about that and to nurture them, we have somebody in our board right now who promised us he would never do an ounce of fund-raising and he’s now like out there, getting his friends involved, calling people asking that takes time, and so where they start may not be where they end up after your two of service mini. And in your practice, do you use much formal assessment of board members, may be assessing each other or certainly at least themselves. I’ve had experiences with both. I think it’s actually very healthy to do formal assessment, but it depends again at the point, the board is that where the organization is that in i said in the beginning of this conversation that all this is about relationships and managing them. And i think boards need to self assess. And i need to say how we doing and how’s our mix and what is it we need more of? And that could be that’s sometimes good to do formally. Maybe they need a workshop. Maybe there are those people who want to practice. Most importantly, it’s a one on one relationship to building their strengths and the formality, i think, just gets the conversation started. What about the training of board members for fund-raising that i’m imagine that probie starts in the recruitment process, also setting expectation, but let’s talk generally about the think that its friends, whether it’s a new boardmember who’s never been ever a boardmember or a very experienced one. You know, some people come to you with a lot already, i’ve we often have formal training sessions that there’s a campaign we’re going to meet. We’re going over the goals and even role playing so it could be very formal and specific or coming to conferences like this. Conferences are a great way to bring a boardmember into a professional setting to realize they’re connected to a much broader world. It’s, not just their organization, that there’s resource is that it also inspires that they feel very proud. You know? Karen looked like you were nodding and suggesting you want to say something around setting the board members expectations at the recruitment stage around fund-raising i think it’s very important to do that very important before you as you offering them aboard position to make. Sure, they understand that, and then to keep working and doing training and four every time you ask a boardmember to help is another opportunity to advance what they know in their comfort level. So something is simple. One of the things we’re about to have a big fund-raising about van next saturday night, and our board members will have the names of two people we really want them to connect with and a little cheat sheet that’ll fit like in their shirt pocket that has the two or three things we really want them to talk about with that person, so they feel like when they come over and they say hi, tony, i hope you’re having a good time tonight that if the person’s not really chatty, they know what to follow up with, and that gives him a great comfort level. And again, they become fantastic ambassadors because in a party, we’re not asking them to fundraise per se, we’re asking them to friend race that’s a great example, i think, of giving ah boardmember overy manageable goal at the meet at this is large event we’d like you to meet these two people. That’s, right? No. That’s, right? And then we set up staff to make sure that the staff is on the lookout for those two people. And that one boardmember to make sure that they find each other right there where they can feel successful. It’s one thing to get a gift, get a grant, but there’s so many steps along the way and giving very specific direction and, you know, something like a real job at this event, it just makes people feel really good. You know, mindy, how do you like to see ceos prepare for a meeting with a donor? Doesn’t necessarily have to be a solicitation. Could be. But how do you like to see them prepare for meeting with a major donor? Well, i always like to be fully briefed by my development staff. Or it might be a boardmember who knows this donor’s? Well, i like to know everything. I like to know their professional background. Other organizations were involved with kind of a nice profile research. And then we like we sit. I like to talk to a couple of people. The organization think. Well, given this person’s background, you know how? What are the parts of? Our organization or work that we think of the strongest and just really go in briefed and at the same time be wide open to going in another direction because you really don’t know and people start talking what you’re going. I’ve gone in thinking one and ended up discussing, you know, climbing mountains in nepal because that’s something we found together and that brought us into the conversation that’s great when i was when i was as a plan giving director at a couple of colleges, i would look for things in the office that would make a connection, whether it was, uh, well, i’m not too much of a sports guy, so but i had to sort of hold my own in sport because i don’t really know much about it, but lots of guys do. So if i see a sailboat and i need to know where you know, where is it, you know, looking for that connection that you’re talking about. Mindy yeah, because as you said several minutes ago, people give to people right? And they love your work, but that connection with the person critical. Karen, how do you like to prepare for your for your meetings, let’s say it is a solicitor. I broke my voice broke again, you know, because in the last interview says that we’re talking about sixteen to forty year olds, so i think i’m going back to puberty. My voice just cracked. Sorry. How do you like to prepare let’s say it is a solicitation you’re asking from someone for ah, mid six figures gift. How do you like to prepare for that meeting? Well, i would add mindy’s whole list i would add to that they’re giving history with us potentially they’re giving history with others so that we have a sense of whether we’re asking them for the biggest gift they’ve ever given or not the biggest gift they’ve ever given, because that depends on their willingness, their capability and their potential eagerness. And then i now in my career that i can sort of go with that earlier on in my career, i liked to practice, i actually like to sit down and practice asking because until you mike’s, we do a role play with a staff member with a development person board the boardmember for the two of if it’s a boardmember and myself for six figure gift, we would might go with two people. We need to sit down so we know who’s going to do because usually sometimes you run the risk it’s a great meeting your back and forth and then, like you’re looking each other, like who’s going to ask so everybody’s role needs to be very clearly defined. And i think you need to practice saying the words, and i’m hoping that you will consider a gift of whatever number you’ve planned on two the organization and until you can actually get those words out of your mouth, and the best way to do that is practice it so often that it’s a sentence like anything else, it will become second nature. You know, that’s, the ceo is fund-raising m v p i’ve been with mindy dietz, president of learning leaders, and karen pearl, president and ceo of god’s love. We deliver ladies, thank you very much for joining me in the things this is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com oppcoll 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. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’m ken berger of charity navigator, and you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back, it’s time now for tony’s take to this month is our one year anniversary. In fact, this show is show number fifty one, so fifty two weeks next week will be shown number fifty two, who fifty one shows this is it, sam gives upload that’s the vast audience that’s sam, our producer. So later this month on the the only show remaining this month, next friday, the twenty ninth we’re bringing on to new contributors both talking about law that will be jean takagi and emily chan. Their law firm is the non-profit and exempt organizations law firm or neo ennio. They’re based in san francisco. Gene is the publisher of the non-profit law blawg, which you’ll find it non-profit law blawg, dot com and emily chan works for him and is a contributor to that blogged. They’ll be joining me next week and then in august on august twelfth, i’ll be welcoming maria simple. She is the prospect finder, and she’ll be a regular contributor on prospect research for your non-profit she’s, a popular speaker and also a consultant in that area. I was on tv this week with esa aaron’s he’s, the consumer reporter for new york, one news his segments in the eleven o’clock news they’re called consumerwatch, and he and i were talking about the irs is automatic revocation list that list of two hundred seventy five thousand non-profits in the country that have lost their tax exempt status automatically. We talk about what that meant for donors to those charities and also for the charity’s themselves, and that was on time warner cable. That was tuesday. No, that was monday night on time warner cable, but i’ll have a link on my block, probably by the time this show is is airing the b link on my block and you can find it there. The post is called i’m on tv with a psa aarons, my block, of course at m p g a d v dot com and also this week i did stand up comedy at gotham comedy club that was a wednesday night show. I was part of a new talent show and the video for that will be on my blog’s soon, not this week, but shortly when i get the video, i will. Certainly put it up there, it was great fun and people did laugh, so it was a success because it was a comedy club, after all, and so that’s cool, this is year number one very exciting on very happy to be welcoming those those three experts as regular contributors and that’s tony’s take two for friday, july twenty second. It’s time now for my conversation with scott barnett talking about the fine art of conversion pre recorded at fund-raising day in new york city back in june. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven, we’re at the marriott marquis in new york city. My guest right now is scott barnett and scott’s conversating scots seminar topic is the art of conversion got his director of web communications at fairfield university and has a diverse, extensive background, both academia and business again the art of conversion scott barnett welcome to the show. Thank you, tony, for having me your conversion what we converting well website users into donors in this case, or visitors or sales or people that visit your site you want tohave him either tour visit, talk to you, contact you because the sites can manage and collect information on them that we can’t do with other mediums. Okay, now at fairfield university, i assume the web users are mostly alumni. Well, mostly on the admission side, forgetting students for this is the admissions of the things that make things go around. Are basically students first. Okay. And then after that, alumni and donors and the public is, well, you know, most colleges have a pretty strong athletics presences. Well, so you get a diverse set of visitors, including than your faculty and staff, that come to the site and your current students. So we’ve got to take that multitude of audiences and sort of track what they do on the site for the different purposes. And then we have clients, so to speak, in our agency model that we work with at the university that have different needs, admissions has one needs, advancement, has a different need for their users, and athletics has another new let’s talk about the younger people that so you have to engage seventeen year olds on the seventeen, eighteen year old earlier than that, actually. Okay, how early is thirteen? Which reality? By law, you can’t collect information about anyone under the age of thirteen anyways, online, but and that’s the copper act. Okay, we basically and let’s not let’s be clear here. People were not collecting information about you. Tony martin martignetti too old. Yes. If you’re not interested in somebody there’s not anything personal about you until you give that up. Meaning fill out a form or or our donate or do something that actually collects that information. But the mere act of visiting the site and moving around through the site is anonymous other than by i p address on other information that then is gleaned from that i p address. But khun tell the generally the part of the country you’re from the provider that you came through and that information’s helpful. But we really want to know is where did you go? On the site. When did you leave us? Did you make it to the point on the site where we wanted you to? So you set up goals and you try to convert them to finish those gold. Okay, we’ll get we’ll get to that part once they get to their. But how about engaging let’s? Talk about the sixteen tio, eighteen year olds. How are you attracting them, too? Fairfield allusions that’s the magic ball. Okay, we’ll share some shares. We presently just put up a very interesting online tour. Now. Everybody’s got their online tour in the college business and it’s usually a state and proper voiceover narration. Nice voice like yours or someone speaking about all the beautiful pictures and great academics and great athletics and all the other things we have and we’ve got a lot of that on the site, but we decided to make a tour that really spoke socially from the students to the students. So through the eyes of a student, we created a siri’s of videos of them waking up in the morning, going a class a typical day in the life. Okay, so so the lesson is and tell me if i’m oversimplifying, but you’re attracting people of a certain age by using people close to that age. Oh, sure tracked them. We, while we want to direct the campaigns that we wantto have the kind of creative ideas it’s it’s proven in today’s internet world that there’s a sort of peer-to-peer conversation going on. We see that all over and letting them speak to each other about the experience of being the student speak to other students, you know what their interests are, and whether this place is right for them. Because it’s a big decision to go to college and it’s really important for students to pick the right schools. We want him to pick us, but we also want them to be getting the right information. So the adults in the room, so to speak. I have lots of good information to put out there, but we also want them hearing information from their peers on dh that’s. Why we do things like this and believe me, it’s it’s slightly reality tv but there’s no magic buy-in the box it’s it’s segments in the day that we’ve selected arika and such but they’re presented from through the eyes of a student. And then after you have the student now at the site, how do you keep them engaged and coming back again? That let’s say sixteen to eighteen year old right seldman you know the public site on the dottie? Do you side is really a marketing vehicle to get people information about the school about our news and our events so there’s a lot of information on a one particular site of students for one one that’s really in tone and approach about them. We also created a space called fairfield live, which is a social media, a space where that we post videos have a weekly announcement video that’s done by a couple kids from the campus about what’s happening that weekend again the idea peer-to-peer conversations and try to get them coming backto find out about events both through four one one in fairfield live the potential admit e our potential applicants is brought into some systems we have where they then become a contact, you know, and in that sense, we developed them as a prospect. And that there’s a lot of communications that happened back and forth between the parents and the student and the admissions department, both in person. The biggest, best indicator for kids going to college state is their campus visit. So you really want to convert them to contacting you and showing out coming out, coming live right? I know a big part of your seminar topic is using google analytics track how you’re doing and part of what you say and the materials is don’t be afraid of mountains of data. So how? How so understanding that the audience for the show is small and midsize non-profits which fairfield may or may not fit into could be a mid sized mid size too large right in the college, right? That’s what they bite-sized so what? What’s your sort of opening advice for using google analytics and not being overwhelmed by it? Well, it has more than enough data for you to spend your time hiring people to sit there and call through data, but it’s really drilling down, tow what’s useful to you and you create goals and objectives for any piece of communications and the internet. You know what? Before we get into that, how would someone just get started with google analytics? How do you how do you find? Oh, yeah, i’ll let you get yourself a gmail account, you have that, and they they might have relaxed that, but you get a gmail account, you visit google dot com slash analytics and then you sign in and then you’ve got an account you then need to set it up for your various domains. So in our case dot e d u plus all of the sub domains, the various departments and things underneath it that we find interesting. Good that’s. Helpful. Thank you. Chart, please. So the data itself, you know, you can really really get lost in the data google analytics, but the real key is understanding. What is your goal with the particular communications? You know, everything needs a little a pitch. Okay? And what? We need to be able to use analytics to analyze that pitch what’s working in that pitch and let’s say you created three four page experience on the site. You really want to be able to follow that user and find out why is everybody leaving on the third page and not making it to our contact page and buy the data itself is not useful to you unless you analyze and react okay and create that same communication cycle we know from the business of where you have tto basically communicate, get audience feedback and then change the communications to adapt to that that’s exactly the same thing going on here except the fact is, with the internet, we really can great the success and failure of certain types of campaigns and experiences on the web by having that tracking all along the steps of the experience and i think you have very good advice, too. Your date is only as good as your use of it and your reaction to it, right? You have to tweak, and it takes a lot of training. I mean, we’ve we’ve worked with some consultants, and we ourselves have sought out a lot of good, valuable training material on google analytics so that we could understand what’s going on and that’s just my department web communications. So then we went out and took all of our account managers in our division and trained them about the reports. What does the report mean when your client comes to you and says off, tell me how many people are coming to our website and how many are visiting, you know, our department, they know howto look at the data and not get lost in the multitudes of pages that aaron, google and alex just look, create the report they needed sabelo then sit down and discuss the conversions that are going on, what steps might be taken to adapt and change the material to make it more useful to caesar. Now, first again, for a small and midsize shop. Do you think the tools that are on google analytics alone are sufficient for a charity? Tio navigate this, this melon of data was collected. Do they have to have a consultant and training well, outside what google oppcoll google has a lot of it’s own training it’s and it’s. Very good. You know, we found it necessary to speak to a consultant because we really wanted to draw out of it a lot of different things, but i think that most companies can get in and at the level that it at any level and use google’s materials to get a lot of training and know how you got to spend the time with any software and that’s really what it is. This software is a service you’ve got spend the time on training, honor it’s a waste of money. Well, in this case, it’s no money. So it doesn’t cost you anything to do google analytics except your time. Tto learn a little bit about how you can use it. And i think that that’s the key there is that the the end user, whether it’s, a mom and pop shop running a little sight, or whether it’s, a big no uber university up there, everybody’s, cost conscious. And this way you’re getting something for free. That is got a wealth, wealth of data. It’s, really, how you look down through and decide, have i created goals of it, created objectives and my following those and whether you want to know if someone from you, becca, stan, came to your site or not, you could do that, too. But you can’t be wasting your time if that’s, not your target customer. They didn’t even think that shooting getting, thinking, you’re listening to the talking alternate network e-giving. Nothing. You could. Xero looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience 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 marketing. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking dot com. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. No. What about the standard social media facebook twitter again? Let’s, let’s focus on you know, i knew you were going well eventually, yeah, let’s focus still on the younger like this is interesting. I don’t get many guests were talking about engaging teenagers sixteen eighteen what what’s your advice for the small non-profit around? Well, you know, again the magic bullet is facebook’s overwhelming success in the last two to three years really made it imperative that you have some presence there, but you need to manage that presence and understand that everybody knocking on your door and saying, you know, all we need to facebook page for this, we need facebook page for that for each individual campaign or something that’s, not a good use of resource is when you’re a small ship does become unmanageable, and then you end up with a bunch of stale pages. It’s a sight that people have two contribute content is king okay with all of this and look and repeated repeated continual contact right now. But what we’ve seen there is, you know, you’ve seen some good reaction to causes on this social media. When people do cause related things, they do. Well, mom, i think i think this younger audience reacts to that us is a company and larger companies that are selling products, you know, i’m not so big on the i light, yeah, nameless brand of soda here that i or something so we don’t get in trouble, but the the point being, i’m not so sure that that, but i think today’s younger set doesn’t think the way we think about, you know, in terms of brand association so it’s a little different in that with juggling act you have to do, and i think non-profits obviously, mom, the kids are into causes, they are muchmore involved group i think we may have grown up thinking we were very involved, but i i didn’t do most of my charitable work until i was out of college, but i see a group of kids now from my school on up that are very usually, you know, there’s a good percentage and they’re involved in things so that’s appealing to their nature in social media about the cause rather than the give, i think, and not being the fund-raising professional in our organization, i won’t speak two, whether that’s scientific enough, but i’m seeing the trend be that they are attracted to sites that are about the causes and then from that i’m sure you get your able to glean and pull through the conversations you create some some charitable giving and giving of time. Sometimes what you’re looking for out of that group is volunteerism. Oh yeah, cause they’re so passionate, motivated, they will give generously of their time, but they’re on it all the time. And my test lab is the fourteen and sixteen year old i have at home, okay, who spend all their time on their phone and they’re computer on facebook sometimes to my chagrin, because it’s just kind of, you know, but but if that’s what they’re doing, you know, you need to focus your communications to them and not have it be the man talking to you and that’s. Why we’ve worked on this key peer-to-peer conversations looking at ways to engage students that work for us to to to speak to them, whether it be for a cause or whether it before something like advancement or admissions over athletics. We use students all of those levels in fact, our libraries facebook site is operated by a student, yes, the powers that be in the library there and sometimes push things out to them to put out there. But the conversations that are going on that’s the important thing about facebook and twitter is making it a conversation it’s not just boom boom boom press release and say we suffer from that sometimes to put them all out there, but we also want to get in there sometimes. And for instance, we introduced this year it’s it’s off the fund-raising topic, but if at our athletics games tweeting during the games and facebook during the games because there is a core of alumni out there that follow us out there, they might be in california, they’re not listening to the internet, cass, to the game or didn’t pay for the video of the game and they’ll jump in and have a conversation with us about it, and we look at that it’s sort of being colored guys, i said, imagine yourself sitting there and we’re having a conversation about the game because that’s what we’re not doing play by play, nobody wants twitter play by play, but we have a conversation about what’s. Happening, and i think we’re going to introduce that this year two different types of events, not just athletic and i think there’s value there for the audience, so your constituents who can’t be with you can follow and they’ve chosen that medium that’s, what they’re doing to follow you so it’s almost disrespectful in some ways to not give them some content besides just pushing at um, you know, like i said, press releases and other information, my social i don’t interrupt because my social media manager is here regina walton and she is live tweeting, right? Regina, we’re live tweeting to arouse who are not this second, but we are during the day giving them the contest. Not this second. Are you finding more penetration among teenagers? At twitter? There was a time when it was forty year fifteen over i also teaching in and that marketing class not now and then on the side and last year we asked him and said, hey, how many in the room are aware twitter? And this is their kids in marketing that we’re going to go into business and three hands went up, but now you won’t have four people. In your class is no, you’re not a very popular teacher now twenty five, twenty five but, you know, doing that part time, i was able to see that they were aware of it as a medium, but to them it didn’t hold much lustre. But now i’d say, just even six months later, that was just last, you know, two semesters ago, there seems to be a great interest in our student affairs department and other areas of using twitter because the immediacy of it and the ability to do it in one hundred forty characters or less appeals to both the presenter and the receiver, and i think that once they’ve caught on to that one hundred forty by the one hundred forty, okay, well, i want to stretch it out a little bit. Are you whether you want to be shorter, you know? You want it, you know, i wish i could do it in ninety nine, where most people meet me want me to do it? Ninety nine words or less. We’re gonna leave it there. I want to thank scott barnett very much. Fairfield university for being a guest. What? Tony martignetti non-profit radio coverage. Of fund-raising day two thousand eleven at the marriott marquis scott, thank you for having me. Pleasure. That was my conversation with scott barnett from fairfield university on the fine art of conversion. I want to thank all my guests from the pre recorded interviews at fund-raising day this year, mindy dietz, karen pearl and scott that was a ll interviews from the association of fund-raising professionals, new york city chapter fund-raising day conference last june was great fun being there, and we’ll have more of those interviews for you in august next week, darien rodriguez haman we’re going to talk about his book non-profit management one oh one and the social media for non-profits conferences that he’s organizing throughout the country. My show is a media sponsor for the new york city conference on august fourth, so we’ll be doing speaker interviews there and bringing those to you and also, as i’ve said earlier today, welcoming jean takagi and emily chan to their first show, we’re going to talk about starting a non-profit preliminary question, should you? Because there are alternatives and if you do decide to start one, how do you do it? Gene is the publisher of non-profit law blogged, and emily is a frequent contributor to that site i look forward to welcoming them is regular contributors. Next week, you can keep up with all that’s coming up, especially in this anniversary year this anniversary month. Well, it’s one year, but the month is the one year anniversary. Sign up for our insider email alerts on the facebook page. Of course it’s, facebook, dot com and then the is the name of this show tony martignetti non-profit radio while you’re there, please, like us, become a fan of the show, you can subscribe and listen any time to the show on the device of your choice but that’s, computer, smartphone or tablet, go to non-profit radio dot net and that’s, our itunes paige subscribed there. The creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz. Our experts. Social media is by regina walton of organic social media. This is tony martignetti non-profit radio always heard fridays one to two p m eastern right here. Talking alternative we broadcasts always on itunes hope you’ll join me next friday right here at talking alternative. Dot com. Bonem metoo you didn’t think that shooting. Good ending. You’re listening to the talking alternate network to get you thinking. E-giving good. Looking to meet mr and mrs wright but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marty allison on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. 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 efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy contact them today. Admission one one media dot com. 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 two one two nine six, four, three five zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Durney talking.

050: Engaging Generations X and Y – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Sandra Lamb of Lamb Advisors
Leslie Goldman and Casey Rotter of the US Fund for UNICEF

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

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Good afternoon and welcome to the show. This is tony martignetti non-profit radio, and i’m your aptly named host tony martignetti we’re always talking about big non-profit ideas for the other ninety five percent, and last week was no exception we had the morning after the big event, three guests explained how best to follow-up your events and why it’s important to include follow-up plans in your pre different preparations? That was a recording from fund-raising day in june in new york city, and the second segment last week was giving us a two thousand eleven report we had holly hall features editor from the chronicle of philanthropy, talking about her concerns from last year’s report and how they were answered in this year’s report, and then bob evans joined me. He was fromthe e-giving yusa editorial board, and he shared some important conclusions from the report this week. It is partnerships, joint ventures, mergers and acquisitions. Sandra lamb of lamb advisers talks about collaborations of all kinds between non-profits where they write for you, when should your board be talking about? Um, how do you decide what organizations to collaborate with? And what is the process for doing that? Then engaging generations x, and why leslie goldman and casey rotter from the us fund for unicef will share their expertise on the subject there, both in those generations. But we don’t know their ages for sure. On all of thiss weeks, guests are from fund-raising day conference in new york city last month. Those two segments will be after this break. Stay with me. You didn’t think the tubing getting ding, ding, ding, ding cubine you’re listening to the talking alternate network to get you thinking. Nothing e-giving duitz are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s, create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com duitz looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker of seen it all, please tune in and call as we discuss dating, relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio. Twenty four hours. Hyre no, this is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven, we’re in times square in new york city at the marriott marquis hotel. My guest now is sandra lam. She is president of lamb advisors. Her conference seminar topic is share the wealth creating and funding winning organizational collaborations sandra, welcome to the show, thank you very much. Tell us about lamb advisors first, you have interesting niche in in working for non-profits absolutely my niche is working with non-profits on mergers, acquisitions, collaborations, partnerships, lots of words we can call it consolidations, strategic alliances and your seminar topic is creating and funding these alliances. I would guess start with how do we know when we need some kind of a partner in a smaller midsize non-profit how do we know my my thought is that it’s a good topic of conversation to have at the board? Because you’ll find out, as you have that conversation that’s strategic alliances are part of ah portfolio of strategic initiatives that aboard should be talking about at all times. Ok, so there are this is not because we’re not only talking about mergers, but taking someone over or being you know, it doesn’t have to be the end of the organization, this could be a very friendly partnership, so absolutely in fact, when you think about it, they really have to be win win partnerships, they’re both both agencies have to find find reasons to want to be working together in a closer relationship. And so then again, the audience for the show is small and midsize non-profits how would ah on executive director bring this topic to the board? How did they convince the board that this is something that should be talked about? Ongoing? I would advise an executive director to talk with a chair first and begin the conversation there with the executive committee, and then i suppose i would advise her to hire someone like me to work with the board because my experience is most most boards don’t initially think of this as something they want to get involved with. That’s not true all the time, but it’s often the case changes, changes difficulty. Why do we have to change why we should think about joining forces with another non-profit so it does help to have someone like third party facilitator to really begin. Working with the board on the advantages and disadvantages of such a such a combination. Okay, what are some of the advantages of a partnership? A major advantage is it is a way to grow the mission of the organization, grow the mission. And i want respect through a partner who brings more clients, brings a geographical spread, brings even new sources of funding possibilities, brings real estate space. That might be important, but just to grow the impact of what the non-profit is currently doing. Okay, is there a committee on the board where these conversations should start? Maybe after the executive committee, where where would where were the conversation go? Well, i would say after the executive committee, it’s, a conversation the full board should have. Now, i will eventually work with a smaller committee of the board on a much more frequent than regular board meeting basis. But at this point, it’s a it’s a really a full board conversation. Okay. Strategic conversation about the future of the agency, which ought to include thinking about murders. Well, mergers. So we have been talking about partnerships before. So what does a merger look like? All right. The merger? Merger zoho word that has lots of different meanings. I use it just to talk about any kind of a coming together of two non-profits to form a closer relationship which benefits the mission’s about. I used the word murder for a very simple reasons. It’s a short word and many of them were. And its many of the words that we used to come together in a closer relationship are long and are cumbersome and our stuttered over. So this was a short word that says two non-profits air going to form a closer relationship. Okay, and neither one of them sacrificing their identity? Not necessarily in some cases, yes, but not necessarily. Okay, so let’s, talk about the where the board is considering something friendly, bringing in a partner that does have some of the advantages that you suggested, maybe more space or more clients or geographic breath that the the organization itself does not have. How do you go about finding the right organisations? Toe look out to reach out to after after the board has decided. Okay, let’s do ah, but let’s let’s look beyond ourselves. How do you start knowing where to look? Okay, well that’s that’s, a research phase and i start real close to home. I talked to the executive director, the senior staff and the board members. They may they may know some other organizations they admire or that do the same kind of work they do, and they may know other board members on this board so you could start right there. But then you spread out and look att websites look att similar mission organizations look, a umbrella organizations look, a government organizations that work in the same area found most foundations will have lists of their grant by issue area on their website, and you can see where foundations air funding, similar types organization so it’s a typical market research to get a long list of of potential partners and then begin to narrow that list down by by eliminating those that don’t fit the kind of criteria that the board and i have put together that was necessary. Okay, so this is still in the research phase. You haven’t still reason haven’t reached out to any of those organizations on your list yet. That’s right? Ok, so not so different really sounds like from unemployment from hiring perspective. From your you’re doing research star, search it’s. The same kind of thing. You have a description of it’s, not a job description, but it’s. A description of what who you are and what you want in a partner, and what that partner may want in you. You know, you’re buying and selling, as i often say. You’re listening to the talking alternative network. 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. 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 crawl are said to want to nine, six four three five zero two for a free consultation. That’s lawrence h bloom two one two, nine, six, four, three five zero two. We make people happy. Hyre 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 geever metoo and let’s talk about that. What? What you may want so it’s going to be critical to establish i would think goals what’s the what’s, the objective where what we’re trying to do with this partnership? Exactly, it is critical and you have to know what you’re looking for and what we’re shopping, and you have to know what you want to buy, right? And so the kinds of things we talk about our with the board and with the exec director are where where do we have needs? What are our weaknesses? You might say where where would we like to improve? So we could improve delivery of our mission, and this could be anything from we need better office space or better programming space to we need to have other diversified funding streams that maybe we could be introduced by another by the partner to, uh, we need to we need to just fine some place where we will have a more stable future outlook, a larger organization within who was umbrella, we can have a more stable outlook. Ethan annual particularly is true an annual smaller non-profits and the annual push to try to balance that. Budget, raise the money and survive. So there are lots and lots of reasons that non-profit might be looking at another non-profit too, to merge with and so after we’ve done the research and pared the list down to ah, a short list who? Well, i’m assuming the next step is starting to reach out to the potential partners exactly who does that? We i always work with kayman the boardmember and the executive director i try to work at a high level is possible. I occasionally will make cold calls myself if no one knows someone on the other side, but we really try to find a connection within the agency to reach out. And there is a script i write the script, which on the phone call goes out, yes. So now this is the interesting part. I’m interrupting, but who makes? I mean, when the first call comes, we’d like to be your friend. Or you know how, tio, how do you script that you’re calling your cold going of a strange organization? Or maybe you know of them, but they don’t know you. How do you make that first contact? What does it sound like? That’s? Assuming that the person that we have calling out knows that other person or or or has a connection of some kind, it may not be direct knowledge, but khun drop a name of knowing that usually goes like this. You know, i’m on the board of x and we’re thinking about our strategic alternatives, and one of the things we’re thinking about is entering into a closer relationship with another non-profit where we we could both benefit from that relationship. This is a terrific organization with a wonderful model of service, and we think it’s something that might be valuable to for you to consider. Can we sit down and talk about it for a few minutes? But you’re trying to get a meeting is trying to get a face to face i’m very tactful, i wanted face to face meeting and almost most people will say, sure let’s, let’s talk, let’s, let’s explore and that’s really all we’re asking in that first meeting exploratory meeting and that would be a meeting with the executive director and you ask for a boardmember or two to be present for that first meeting? Yes, if possible. Yes, i’m with sandra lam. She’s principle of lamb advisors at fund-raising day two thousand eleven her conference topic is share the wealth creating and funding winning organizational collaborations we’ll get to the funding part right now. We’re talking about starting to create them. So you have the initial meeting, then with board member or to an executive director? What are you looking for? What what’s? Your objective in the first meeting. Well, you always want to end the meeting with next steps, bond. So the next step would be to say, look, this has been a good meeting. Let’s sign a confidentiality agreement each way. Mutual confidentiality agreement exchange cem information which would not be in the public domain because presumably, we’ve researched everything in the public domain. So this would be confidential and let’s, let’s. Learn more about each other and continue the conversation. That would be the next. Okay, um, at this point, red flags that would lead you to believe that because you’re talking to a few organizations now, this is your short list. How do you start to get narrow down to that one? What kind of things bother you about some that would lead you to say let’s? Let’s. Drop them from the conversation. Well, first of all, some will just fall off because they won’t. They’ll decide that they’re not interested in us. So marsh art list of its five to ten it’s going to cut cut back a little bit, probably even after that first meet on its own. Yeah, but then you’re looking, you’re certainly looking for mission fit. And if you have misinterpreted the mission fit in the course of your research, that would be one reason and the big the big reason would be financial if you start seeing that that the other organizations financial picture is not as you expected. And one of the things that confidential information permit you to do is to see maur in depth, the financial situation, oh, and past that, you know, if you’re looking for let’s, say, you’re looking for leadership, you’re looking for an executive director and you find well, first of all, that that wasn’t a particularly encouraging part of the conversation. And second of all, the culture is so different that we really have trouble with my staff getting them getting them into this other culture. Culture is critical, right? Very critical. We we see a billion dollar fortune, one hundred companies with failed mergers or, you know, less than less than the results that are promised to all the shareholders on the day that everybody’s shaking hands and because they just didn’t fit from from a culture percentage, the organizations were very different, you know, the people are very different, and we’ve just seen that recently in the financial crisis way have and so what is your role in and at this stage of the process? Well, i’m i’m daily guiding this conversation that is going on, providing information, analysing information, coaching the executive director and the board on the next steps from the very minor tactical to the very major strategic moves that were making during the course of this transaction. All right, we’ve narrowed down to one wait, jump again, ok, we’ve gone down from five to ten, some fell off. We’ve decided that the other the remainder is we don’t need or they’re not appropriate. I should say it that way. We’re down to one. How do we how do we say you’re the you’re the you’re our choice? Well, by this time, we’ve learned a lot about each other. And we’ve learned what each thinks it can provide to the other remember, this is a win win, so we both have to win. So at that point, i’m usually drafting a memorandum of understanding i’m not a lawyer by training, but i do this in non legal ways, a memorandum of understanding and agreement. What letter of intent, whatever word you want to use, the point is we’re putting on paper the understanding of the two parties, that sort of high level this is general principles of a little more detail than that, okay, yeah, it gets into gets into what again, what we expect and what they expect from the relationship pre nup. Okay, okay, and that takes us into a phase of negotiating on dh making you always find out that you’re understanding wasn’t exactly like what the other person’s understanding was, of course, so so we’re in a stage of of clarifying on negotiating on dh about this time a lawyer is very helpful because then we’re really getting we’re we’re moving towards the point where we actually have a written agreement that a lawyer has blessed that that describes the relationship that we’re we’re trying. To form. Okay. And how do we, over time, make sure that the relationship is working, as both parties had intended winning for both sides as we go a year, two years, three years into the collaboration how do we assess the success of it? So we don’t end up like the multi billion dollar fortune? One hundreds? Well that’s critical and difficult. One of the ways to do that is board members from each organist nation constitutent board of the combined organization. So you have boardmember sze watching over the who know what’s in the agreement and watching over the execution and the impact of what they’ve done. If it’s a full merger that one of the organization’s essentially has been merged into the other, there isn’t a lot of legal way you can. You can there’s much. You could do it and why it can be. But if it’s aah looser a filly of your partnership around a program, you can end that at any point. It’s just simply not working. And you want you can unwind it. Should your agreement specify benchmarks for success between this supporting let’s say it is a partnership around a program is it worthwhile to put that into the agreement? Yes, it is. It could be in the agreement itself so that when if there is a falling out or an unwinding it’s very clear that certain benchmarks that were expected have not been made, it should make the unwinding a little less painful. Okay, i was thinking that would set expectations at the at the outset. Okay, that’s creating the creating the partnership was talking about funding it. That was the other part of your workshop here at the conference. How do we fund the issues around funding? Well, the issues around funding are primarily it’s, not cheap, and it takes oppcoll and it takes resource is from each agency, both cash resource is and indirect just time of people working on it, which is a cost, and we’re still on a stage. I believe where the of the foundation world is not yet funding that many of these of these mergers. What we talked about is that if you’ve got a relationship with a good room’s, strong relationship with a foundation already dahna this is capacity building money we’re looking for, and if you’ve got that kind of relationship with that agency, that foundation that does that kind of funding, i think you’ve got a good shot at getting getting agency funding, getting foundation funding, but by-laws i will tell you, it’s, not not every foundation will will step up from the side, you know, so so it can’t be self-funding then it’s not likely toe proceed, then it is far more difficult can’t be self-funding there are some community organizations that make community trust organizations, and there are some there are some groups that some foundations that do this kind of funding there’s one particularly i might mention called sea change lode star, which is a national funder of mergers on dh they they’ll consider once the two ncis where we are in the process. Once the two work together in terms of deciding they wantto proceed, they will they will come in and take a look at it. If they think the merger makes sense, they will fund about a third of the cost in-kind they look, they’re looking for a couple of additional foundations to fund the other two thirds generally rule of thumb. The name of that organization was sieges in the s e a change. Sea change lode star l o d e s t a r center lamb is principal of lamb advisers hyre fund-raising day two thousand eleven conference topic is share the wealth creating and funding winning organizational collaborations. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis hotel in new york city. Sandra, thank you very much for being against my pleasure is pleasure to have you there wouldn’t be anything, do nothing, e-giving duitz you’re listening to the talking, alternate network duitz wanting to get into thinking. E-giving cubine duitz looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. 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Metoo welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis hotel in new york city and my guests now are leslie goldmen, senior director of major gif ts for the u s fund-raising assef and casey rotter, manager of unicef’s next generation also with us fund for unicef. Ladies welcome. Thank you. Thank you. You’re working to engage young professionals. How do we define young first, casey? Well, generations x and why, but we specifically narrow that down to between the ages of twenty one and forty. Okay for unicef. That’s twenty one to forty. Leslie, why don’t you start us off? Just generally, how do we engage that twenty one to forty? Set? What do your general principles? Sure for us at the u s fund-raising major donors so when we’re engaging generations x and y, our mission is to engage future major donor so those who can give individual gifts now or hopefully in the near future and just how does units have to find major gift? Sure for us, that’s five thousand dollars or more so some of this group can or does give significantly more than that and others work hard to engage their networks to give it that level. And so we’ve formed a steering committee and e-giving circle and five labbate committees that really allow twenty one to forty year olds to get deeply involved with unicef. Okay, you mentioned gen x and gen y now on tony martignetti non-profit radio we have jargon, jail. There may be some people who don’t know what gen x in general. So why don’t we case you want to define those gen x and general i please off the top of my head generations lima jen a member of generation? Why so proud, member? I think i mean, i think they’re actually now between the ages of sixteen and maybe thirty, okay, but for obviously for the us fund, for unicef’s purposes, we brought that to twenty one to thirty, and then i believe generation lie off the top of my head is thirty two forty think forty six that’s other technically defined, so we we’ve decided to focus that, but this group is generally mobile. They’re well connected, they’re committed to humanitarian organizations. Many of them are extraordinarily well traveled. They care about the world at large, so for unicef, there important prospects for us to engage, and they also bring a lot of passion and commitment to something that they become involved with. So when we looked at filling our major gift pipeline, this was a group that we felt was important to engage now, because when you engage young people in an organization, as their philanthropy go grows, we want that to grow with our our own organization now, certainly, the web is critical, teo twenty one, toe cultivating twenty one to forty year old major donors. But let’s, start elsewhere. Is there? Is there? Is there other strategies outside the internet that are cultivating twenty one to forty year olds? Go ahead, leslie. Oh, sure. I think that for us we started with a very active core of friends of the u s funds. So what we wanted to do was to bring them together so that they could be educated about the us fund, that they could feel like they were making a difference. And that they feel like they were bringing their networks together. So that’s, where our steering committee. How are you, casey? How are you bringing them together? Well, we hold. Steering committee meetings and then we hold programmatic receptions and events on dh then we also have smaller subcommittees that kind of narrow in on specific areas, whether it’s events or social media, and they give up their time that way. Let’s talk about good you want to make a point before you were asking how we fund-raising pacific lee from them besides webb on, and one of the ways that we found to be really successful is that we have the group, the syrian committee with thirty members who study different issues that are affecting children and choose to fund specific projects s o that we as an organization have many different proposals in different areas of our work, and so they’ll vote on a proposal to adopt, and then it will have a specific goal monetary goal in a specific outcome as well. And then the group so votes on that and then a book fund-raising for that committee it’s the committee deciding on their own, you’re really empowering the young volunteers, letting because they’re gonna have the most passion for something that they’ve decided they want to do, right? One hundred percent it’s been something you forced. On them, yeah, it’s been really successful not only as an education tool, but as a great fund-raising tool because it encourages they have a sense of urgency and then also a sensitive buy-in that they ownership over that specific project, yeah, sure, the first project that they raise funds for it was called project sprinkles in guatemala and that’s providing micro nutrients to children in need. And because of the success of that project, we were able to take the steering committee down to guatemala to see firsthand what they did. And so, in terms of, um, making them understand the mission of unicef, how we actually accomplish our work on the ground and allowing them to tweet, to block, to hold events, teo, get their friends together. That trip was really essential, and that all came from this project focus where they’ll choose a specific focus, and i think it’s important for people to recognize that your organization doesn’t have to bring people to guatemala, you could bring bringing them to fourteenth street in manhattan if that’s where you’re doing your work well, you’re bringing them and showing them right. Exactly, and i think many other organizations probably. Haven’t easier time than that. Then we do where most of our programs aaron in developing countries. So we try to be kind of experimental and innovative into how we and bring the field to them. Well, so we so often have conference calls with are you with our field staff in the grounds that they’re working in or whenever they’re in town? We hold receptions, more education, mission centric education program? What do some of the events look like that you might host, maybe more social events? Eso if an organization wants to engage his twenty one to forty group, what should they be thinking about in terms of events? Well, specifically, we have two fund-raising events each year, and then we hold smaller cultivation receptions as well that her more program focused, but our two fundraisers with ticket prices are a masquerade ball in the fall, which that kind of embraces augments are current existing campaigns with unicef, which is triggered treat for unicef is a big program we have so this age group wanted to add to that, and they did a masquerade ball that kind of celebrates trick or treat for unicef. But for these the specific age groups, and then we also have every year we have a photo benefit where we’re showing photos from unicef’s work in the fields and that’s ah, usually at an art gallery, so it kind of gets more of the different set of people to attend and there’s more education and program integrated into that so they learn while there, viewing the images, and then all the images are also up for silent auction. I’m going to guess that the twenty one to forty year olds don’t react too well when they’re told what the organization would like them to be doing. And so that goes back to the point you made earlier about having them decide on their own what a committee is going toe. What committee he’s going to take on a priority? Yeah, and what? And one of the things that they felt was important as we were building out unicef snaps generation was this educational component, so they’re invited toe lots of events. They’re invited all sorts of social networking events for all sorts of organizations, and sometimes he’ll come to an event, leave an event and really not quite no what organization they were. Even benefiting so, the steering committee felt it was really critical that the programmatic aspect of unicef be part and parcel of everything that we do. So for example, this photo exhibit has a big educational component, so we’ll have a wonderful photos from the field from unicef’s work, but also facts next to each photograph of something that children are enduring an area that that photograph is taken, for instance, and our steering committee is exceptionally well versed in unicef’s work. So throughout any of these social events, well, here, very rich conversations with their friends about believing in xero that xero children dying of preventable causes, which is a huge mission of unicef and, you know, other other fantastic conversation, so they’re well educated, but they’re also willing to be a thes very social events and taking that mission out there for and every single thing we’ve done is has their buy-in and they feel ownership over that these two events that we do each year came out of their ideas in their brain storming and so that really buy them driving them, you know, it gets them motivated and wants tio they then they bring in their friends and they attend, and they feel very passionate about this project. You hear a common theme about empowering them, having them decide what the what the priority is going to be, and then they’ll be so much more passionate about it. Exactly. And then there’s philantech people grow with us as well. Now, leslie, did unicef do research to find out why young people were leaving events and they didn’t know what they were supporting? Actually, i’m not sure if on that, but on the research side, casey actually has her master’s and fund-raising from gnu and while she was there so heimans center, of course we have guests coming later. Doug white. You know, douglas isn’t okay. He’s been on my show and he’s gonna be on today too. But he’s been on for a full hour talking about one of his books now that’s cable casey’s thesis was on engaging generations x and y in the life of non-profits. But at the same time, she was working in the gift planning department at us fund-raising as a case study for her thesis. And exactly so the research comes right from one of our vario. And so then she was able to craft her own job description, using all of this fantastic thesis research and use that teo craft. This great program, that’s. Great repurpose ing of your of your pieces, turning it into a job. Dafs you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com metoo so you were at usf while you were doing the degree? Yes, yes, i was working in the gift planning department, and i kept on, you know, in my class, i was hearing a lot of organizations complaining about an aging donors, and i was working and gift planning. So i was on the end of the spectrum, and so i was dealing with a lot of older little shorts. And then so i kind of started asking, what was our average doner, where we having an aging donorsearch face? And we found that our average doner was sixty two years old, and one thing that eunice is really great at is instilling a culture of philanthropy among children, we, you know, they grow up trick or treating for unicef, which is something i actually did when i was younger, and then we have teach you nastad programs in schools where you learn curricula about children in developing countries, and then we also have can’t we’re on campus clubs in high school clubs all around the country. And so i actually trick or treat for unicef when i was younger and then was part of my campus club, as well, when i graduated, there wasn’t anything for me to really do continue to do to get involved besides donate, which which i did, but they’re still not that action or the next. So the young cultivation khun lied to future employment exactly, and so many people can actually get job way had to find some other way pipeline gets narrower, a zit, these two employment that’s outstanding. All right, so we’ve talked. We haven’t talked deliver lee about the internet because i wanted to start elsewhere, but let’s, go to social media, the web casey generally, how are you engaging twenty one to forties on the web? Well, they’re engaging themselves. So what we’ve done is we’ve launched so kind of wherever you know, we have a limited budget and limited staff time for this. You set up in infrastructure? Yes, my voice just cracked a sixteen years. We were talking about sixteen. Forty and my voice yeah, i’m now free puberty altum my voice has changed. Sorry. So kind of where we see our shortfalls we kind of employed the group to kind of a brainstorm and figure out what we should do so about a couple months. Ago, we launched our social media committee so it’s, a subcommittee it’s run by a steering committee member and all they’re giving circle members that are part of our next generation group and in tandem with our web team, thie us one for unicef and our social media manager, they you know, they developed a plan for what next-gen oration should do so now we’re on twitter. You can follow us at unicef next-gen we have a great facebook page and a lot of their fund-raising is done through the web we have ah, unicef, if you go to unicefusa dot org’s, backslash next generation that’s our main page and it’ll take you to all the other pages, but they fund-raising they create their own fund-raising pages as well, and then there’s pages per each project that we’re doing at the time. Eso it’s really taken off what’s great is the group, you know, divvies up the work, and every month they kind of create a new plan for what they’re going to do on facebook and twitter and whether they’re going to highlight a unicef program or initiative that’s going on at the us fund, or then then they also celebrate each other and things that they’re doing in their personal lives as well. A cz for unicef. I’m with leslie goldman and casey rotter. Both are with us fundchat ghisolf unicef’s next generation and they’re seminar topic is developing the next generation of major donors one of fund-raising holy grails, you’re listening to tony martignetti non-profit radio coverage of next of know this is not next-gen this is fund-raising day two thousand eleven next-gen is coming in november back-up let’s, let’s continue talking about some of the social media properties. So, of course facebook, twitter using foursquare at all of people checking in at all. We’ve kind of played around with that not necessary just for next-gen for older, for our other initiatives in tandem with the next generation. So unicef tap project, we haven’t figured out where it’s going to go necessarily yet, but it’s it’s definitely in talks okay, leslie any any consideration of ah app before for next? From extra for next-gen i haven’t been involved in any of those conversations yet, have you? We? I mean, we have some we their social media committee there’s someone who creates app so they’ve kind of talked. About it, but we think we need to grow our facebook and twitter platforms first before we kind of reach out. So we have a good network, and so we’re we’re building that now and then in the future, that’s something that has been brought up in the organization as a whole has developed a great apse, particularly surrounding trick or treat for unicef and the tap project to raise money for clean water program. So i think that as the organization gets more savvy on this, which i have done this year, we’ll be able to really partly that and use it for next-gen okay, okay, casey let’s, let’s talk about the the, uh, the person who develops aps now, so he had here she was here, she she so she had an interest, but the organization doesn’t feel it’s quite ready for developing that going that direction. How do you then? But you managed that donor so that and so that they’re not turned off. But, you know, remain engaged, i think it’s being straightforward and honest with them, you know, giving them the ownership. She’s wanted she’s, the co chair of one of our of the social media committee so i think it kind of while she shot it out there, the group, in discussing it kind of came down upon themselves in the most and was like it’s really not the right time for this to be as successful. So i think just explaining the situation of where you are and bringing them into that decision making power and kind of guiding the conversation, too, so that they get there on their own has been pretty successful. Leslie, you were saying earlier that people who were in the next or next-gen are also invited to other other events that are not next-gen events, so talk a little about tryingto get the different generations toe mingle. Oh, sure, when we started next-gen it was really the end of two thousand eight, meaning the economic situation had taken hold. We did not have much budget, so that meant that we had to look at what re sources were already existing at the us fund, how we can tie in next-gen to things that were already happening at the organization, we sort of lost initially the ability to craft our own events and such, so we’ve got a fantastic snowflake ball that happens every year in new york and los angeles, and many members the committee have bought tickets at that event, but also they’ve engaged their parents to buy tables at the event, so that shows that they’re influencing the older generations their families to get involved with. You know, stephan, we’ve got a lot of young people that take part in that event way. We have a junior snowflake committee, and several key members of our steering committee came from that committees they had already been involved in that we just had a incredibly successful event in los angeles called playlist with the a list, which was amazing karaoke event with some celebrities kind of thing you can only do in l a and the committee out there decided to give the balcony to unicef’s next generation because we have three steering committee members and a subcommittee out in l a. So they sold out the balcony, and that was a way to get their friends to come to next-gen teo unicef event. It was a way for the organization at large to be able to sell more tickets and invite more people, but also garnered a lot of press for the event and the next-gen er’s who come, they do a lot with social media, teo further promote the event. So that’s been really a win win? Is those kind of connection points and the committees the grownup committees for those events kind of provide their their mentors for them. So we sent next-gen members to those committees, and they learned they came back, they were energized there like this committee is amazing, we need toe grow and become that in the future as well. And we also have board are our board’s pretty supportive? So we’re trying. We’re starting to create more mentorship opportunities from our board or there are there any next-gen members on the bored of us fund for unicef? Actually, just recently, we’ve extended an invitation to one of the next-gen committee members to join the national development committee. So now when there’s, a new committee formed for a national border there’s an opening, they will turn to us because we’ve got so many fantastic people involved in say, you know who do who do you have? We recognize that they’re up and comers is leaders to the organization, yeah, and our boards recognizing that it’s the next-gen members that are going to take their places boardmember zzzz they retire from the board and they’ve been committed where we’re actually scheduling some small breakfasts with board members and, say, three or four members the steering committee teo, talk about what it means to be deeply involved with an aw for-profit that that mentorship piece on dh mentorship and including that board four development also developing them, bringing them onto the board. Leslie goldman is senior director of major gifts for us fund-raising ghisolf casey rotter is manager of unicef’s next generation at us fund for unicef. Ladies, i want thank you very much for joining us. Thank you very much. Pleasure. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven new york city times square. Thank you very much. Thanks, tony. My thanks to all my guests from fund-raising day two thousand eleven the fund-raising conference in new york city in june. That would be sandra lamb of lamb advisors and leslie goldman and casey rotter from the us fund. Thanks, ladies, for sharing all your expertise at the conference. Keep up with what’s coming up. Sign up. For our insider email alerts on the facebook page, facebook, dot com and then the name of this show you’ll find out what is coming up from show to show, and in fact you’ll find out what’s coming up in the next show because i don’t know yet on while you’re there, you can also become a fan of the show, even though the host doesn’t know what’s coming up next week. That’s not a reason not to become a fan you can listen to the show anytime on the device of your choice ipad, iphone, other tablet computer, and you can subscribe to get the show downloaded to your device automatically, seamlessly by going to non-profit radio dot net and subscribing on our itunes. 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