224: Five Words To Better Fundraising & Giving Circles – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Jen Shang, assistant professor at the Center on Philanthropy at Indiana University.

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

There’s more at tonymartignetti.com

092: Causes.com & 5 Words To Better Fundraising – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Susan Gordon, director of nonprofit services at Causes.com

Jen Shang, assistant professor at the Center on Philanthropy at Indiana University

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

View Full Transcript
Transcript for 092_tony_martignetti_nonprofit_radio_20120518.mp3

Processed on: 2018-11-11T22:50:38.956Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2012…05…092_tony_martignetti_nonprofit_radio_20120518.mp3.38801148.json
Path to text: transcripts/2012/05/092_tony_martignetti_nonprofit_radio_20120518.txt

Welcome to tony martignetti non-profit radio on friday, may eighteenth, twenty twelve i’m your aptly named host, we’re talking as always about big non-profit ideas for the other ninety five percent. My thanks to nora simpson, the host before me on dh congratulations to her for her inaugural show creation nation. You’ll hear her noon to one here on talking alternative and also my thanks to delphine blew at w b a i fm here in new york city. I was just on her show between ten and and noon her show is shocking blue on w b a i which you’ll find at wgbh dot or ge and we were talking about fund-raising and we got her ah, good gift, good pledge thousand dollar pledge while we were on so my thanks to delphine for having me on her show, i hope you were with me on my show last week because i’d be deeply hurt if i found out that you had missed budget building basics and what to do when the donor dies. Budget building basics was with paul connick stein of mission first finance, and he had five steps to construct a budget your critical financial and program planning tool we also talked about how to use your budget throughout the year and what to do when the donor dies. That was aviva schiff, aviva benwikere. The legal notice is staring at you, telling you that a planned e-giving donor has died. Now what? Aviva is senior consultant at the sharp group, and she answered that question this week causes dot com susan gordon, director of non-profit services at causes dot com shares how this resource for charities and individuals helps draw people to your work through action campaigns. The site is smart, easy and free. Five words to better fund-raising gen shang is a professor at the centre on philanthropy at indiana university. She’s a philanthropic psychologist, we’ll talk about what that means. Her research has found five words that can raise your telemarketing revenue between the guests. It’s tony’s take to what i believe i have two very strong beliefs that motivate this show and all the content i create for non-profits and i’ll talk about those you want to join the conversation on twitter use hashtag non-profit radio we’re monitoring it here in the studio right now we take a break when we returned. I’ll be joined by susan gordon, and we’ll be talking about causes. Dot com, stay with me. They didn’t think that shooting getting ding, ding, ding ding. You’re listening to the talking alternate network to get me anything. Good cubine money, time, happiness, success, where’s, your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to the talking alternative network. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. My guest now is susan gordon she’s, the director of non-profit services at causes dot com causes has over one hundred seventy five million users, twenty thousand non-profit partners and thousands of active collective action campaigns. She’s worked as a political organizer, communications specialist for women’s non-profit in cambodia and leader of a rural youth organization in new hampshire on twitter, she’s at susan gordo geo audio at susan gordo and i’m very pleased that causes dot com and her work there brings susan gordon to the show welcome, susan. Thank you so much, tony. Great thanks for having me on. Oh, it’s, my pleasure to have you i’m glad you’re with me. Um, tell us generally about causes dot com for people who don’t know absolutely so causes dot com is a platform where individuals and activists and organizers and non-profits of all budgets and sizes and issues can come to have the best online tools to run action campaigns. So we’ve been around for about five years now as a facebook application, but we’ve actually built out our own platform that lets individuals come on to our site create action campaigns, whether their petitions or pledges or video campaigns, or all of them, uh and get people involved through facebook through twitter and increased their supporter base and get more people taking action. And this is for not only organized charities, but also individuals, right? You said activists, absolutely yep, anybody can come on our site and create an action campaign, so we’ve had some of our best campaigns come from engage non-profit supporters non-profit employees and people who aren’t involved with organizations at all and just have a passion to see change in the world. They’re all about engagement, and we’ll be talking about that. What? What are what are action campaigns when you say that? What do you mean? So basically we wanted to create a way not just to have a community online, you know, we’ve been working on that for a long time. We’ve had over one hundred seventy five million people joined cause communities, but what are really benefit is for organizations and for organizer’s is to be able to get these people on line to take action, so we wanted teo, you know, we realised that to create riel change. In the world, we need to engage people on a different level and get people taking actions that you create a ladder of engagement. So maybe it’s a really easy online quiz at first, but you take a quiz, you watch a video, then you sign a pledge, and then maybe you move up to something like a petition or a fundraising campaign. But we realised that you really need to have that whole ladder of engagement for teo, bring people in where they are and then move them up to more impactful actions. So on causes, we have nine different campaign types, so you can just come on our site, create a cause and what you have the ability to do is post different types of action. So, as i mentioned, we have pledges so a pledge not to text and drive or a pledge to stop smoking. They’re our petition. So whether it’s ah, you know, local business or you know the government, you can create a really easy online petition and sway decision makers. That way there are storytelling campaigns where you can ask people to upload photos and videos around a certain topic. There are polls. Quizzes, video and photo campaigns where you could just engage people through, you know how many, you know, simple statistic like, you know, what’s, the most common type of debris found on our beaches today? Teo, you know, polls what? You know what? What campaign should we focus on for the next year and gather you no feedback from your supporter based so there’s all these different campaign types, but it makes it really easy to create a different types of online action campaigns around whatever campaign you’re trying to run, and these can be very cleverly used to also inform as well as to gather information. I saw one that said what? I don’t remember what the cause was, but what bothers you most, and there were some things about there were some stats about vehicles that i think four out of five parents don’t use car seats correctly or on there was something else about maybe texting and driving. And so it’s it’s a poll that sounds like a simple pole to mae could be used as information as well a as education as well as gathering information back exactly, and we found for particularly for a lot. Of small non-profits you know, they set up a facebook page or a twitter handle, and we’re you know, they reached a certain point, a kind of plateau of how many people had, you know, just sort of find up to receive messages from their organization, and they’re really looking for a different way of of engaging people and it’s not just about, you know, sign up for my facebook page, it’s really, about how do i get more people to come together around the issue that i’m working on? So maybe they’ll get connected to your organization through a simple pole or a quiz about the issue that you’re working on, so it really helps kind of break out of that just sign up for us to sign up for us and really allows non-profits, too, build a community and build support around the issues that they’re working on, and then whether it’s a fundraising campaign or it’s a petition, you know, signature drive, you’ve got you brought a whole new audience people in through the work that you’re doing, and we found that it’s a lot easier for a lot of small organizations to find new people that they may not have been connected to before, but that are really interested in the issue that they’re working on you mentioned earlier the latter of engagement, which is essentially what you’re what you’re describing, wei have just about two minutes before our before ah break what you say little about storytelling as an action campaign. What do people do around that? Yeah, so great example is actually if you go to causes dot com slash bully stories it’s just an example of how one organization is using this this feature, but basically we built a really easy technical way for you just to create you say post in action share stories, and you ask your members teo, to share stories, and they can upload videos and photos and stories on a topic that you asked them tio and so for this example on the bully project, movie was looking for a way to get people to share their own stories, that they were putting a lot about a lot of content, but they wanted their supporters and sort of people interested in the movie teo upload their stories of how they’ve been bullied or their messages of support for people who had been both and i can tell my makes it, you know, they just send him to cause the dot com crash bully stories, and we make it really easy for people to record videos on their computers or to upload photos or just type in a story. So that’s, one way that it’s being used is it was sort of motivated by this ninety nine percent tumbler blawg where you had people holding up signs that say, you know, i stand with the ninety nine percent, so it makes that type of campaign really easy, but also we were really interesting campaigns that conf fit right with whatever you’re non-profit is doing so let’s say, you’re doing a campaign to get more people to go into the national parks with kids. Well, you could create a storytelling campaign that just says, you know, upload a photo of yourself in the park and will, you know, give a prize toe one random person that uploads their photo so it can be sort of a way to either, uh, see evidence of people taking action or doing a really simple, you know, hold up a sign and support campaign. Or it can be a real storytelling campaign. So whether it’s police think, how is this hospital affected your life? Or tell us about your experiences with the disease or tell us, you know, give us your message about why you want to stop big oil, whatever it is that makes this storytelling sort of gathering content from supporters is an user generated content really easy. Okay, susan, we have to take a break when we return. We’ll susan gordon, of course, is dot com will stay with me, and i hope you do, too. Talking alternative radio twenty four hours a day. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, this is second 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. 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 this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas, and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune into the way above average tony martin. Any non-profit radio ideo, i’m jonah helper from next-gen charity. Welcome back. I’m talking with susan gordon at of causes dot com, and we’re sharing this resource with you so that you can become acquainted with it and start your own action campaign or campaigns on causes dot com susan, i saw one organization, lgbtq rights, as about twenty, five hundred campaigns. Yes, we have a wide a very, very wide audience of those organizations and organizer’s that are using our tools so you can create as many action campaigns as you want. And so it’s really exciting for aa lot of orga ruminations who have been either building intense, really expensive micro sites or paying developers to come up with a lot of really unique, different types of functionality into their web site to be able to just have a free resource that comes on and you can create these beautiful online pages that are incredibly engaging and then pushed them out through facebook through twitter, through your email list, wherever your supporters are it really we’ve got a lot of organizations that have been creating a lot of different campaigns and and frequently creating lots of different types of actions that plug into all their different campaigns, so let’s talk about how a charity gets started. I know that one of your precepts is that this be simple to use, you don’t have to be technically savvy in order to in order to set up at causes dot com, how does the charity get started? Absolutely so you just go to causes dot com on when you go to that site, you’ll be able to see some some examples of of other campaigns that people are running just to give you an idea of what these things look like and how it works. But you just go to causes that common at the top, uh, you’ll see a button that says start a cause, so if you don’t have a cause already, it takes about two seconds to create, and it basically just gives a sort of campaign hub or a kind of community page that you can post all these actions. Teo so once you started cause, you’ll see a big button at the middle of the page that says post in action, and when you click that it will give you all of our different action tights. And so those are the nine those the nine different types of activities exactly. So you just click post in action, then you’ve got your options for pledges, petitions, video campaigns, etcetera on dh soon you’ll also be ableto at the top. Just either start a cause or just post in action directly, so if you don’t want a community page, you don’t want multiple actions. You just want to start a petition. You’ll also be able to do that too. Okay? And associated with your action campaign there’s a way of people finding mohr information about your work. How does that work? How do you send people elsewhere? That’s a great, great question. So on the page itself so let’s say you have a pledge or you have a quiz. And through taking the quiz you don’t just want people to know about, you know, the you know, whats that statistic about, you know, child safety you really would like them to tow. Connect with other resource is in a part of the bigger campaign. Well, there are a couple ways to do that. One is to include more information. Write on that page itself so on, sort of the information or more info section of the quiz. But the other thing that cause allows you to do is post an update. Everyone who’s taken an action so let’s say you get two thousand people to take this action about child safety. Fantastic. There will be a big button on that action that says posting updates and it allows you to actually email to people’s personal email addresses on update to the action so you can post one, you know, week after they take it that says, you know, thanks so much for taking our quiz about child safety. Now will you sign our petition to lobby the government to make new laws about this topic and so you can plug your next action or tell them how else they can get involved? Whether it’s volunteering or attending an event just connecting with you in different ways, you can post an update to everybody who take that action, send him an email and say, give him an update on how that’s going, but also howto how to take other actions with your organization. And this is all done through the site, right? Exactly. Yes, we built out a whole e mail system, so it makes it really easy. Okay, so somebody does not have to be an email programmer or an html programmer to have this these very robust tools, right? This is this is very simple, absolutely up. You’ll see on every action page a button that says post an update, you just type it in and we’ll email it to everybody. Who’s taken that action for you. Okay, okay, you also have integration with twitter and facebook. What did you say little about those? Yes, well, our facebook integration is actually what made causes works so well. I mean, we have individuals who, you know, are college students that create campaigns. One of our favorite examples is a is a medical student named eric ding who was really passionate about cancer prevention and was getting some of the deaths, cancer research, access to this incredible research by being at med school, but he wanted to share that with a larger audience, and so he wanted to gather people together and then to be able to send them this great information about cancer research. So, again, not your sexiest topic it’s something that in the past, a lot of research organizations and hospitals have struggled with how to use social media, but eric just came onto our site, created a cause, called the campaign for cancer prevention and went out and tried to tell all of his friends about it, and he posted them, posted it on flyers and break rooms, and he told his friends, and he e mailed his aunts and uncles, and he called his parents and said, you know, join, join this online community, and we’re going toe i’m gonna send you some really great information about cancer prevention, and through our the facebook integration on causes is really how his movement grew. So he recruited three hundred seventy two people to join the cause, and they recruited their friends and they recruited their friends and they recruited their friends, and eric now has six point one million people in his car that’s incredible that’s another thing i don’t really he got three hundred seventy five directly and then over six million through through those exactly that’s incredible, the way that that works is that we have plugged in ah, an incredibly deep facebook integration with all of these actions. So basically, whenever you sign a petition or you take a pledge or you take one of these quizzes, it’s automatically getting sent to your news feed. So when your friends signed onto facebook, they see, oh, susan just took a quiz about child safety laws. Ah, and they can see and take the quiz as well. So that type of integration has been incredibly important to getting more people to take the action that you posed thie other part of that is that we actually give you a list of all your facebook friends and say, now that you took this quiz, which of your other friends do you think would want to take the quiz to? And so you can just click and, you know, pick any of your friends on facebook and when you click, okay, you can type a message, and that invitation appears right on their facebook profile, so they find into facebook they get a buzz on their smartphone there’s a ton of ways that they’re going to go back to their facebook profile. See, oh, tony, you know, just sent me this quiz. I wonder what it is and then find out about it as well. Now i have to tell you on tony martignetti non-profit radio we have a full disclosure policy. Are you being personally enriched by the facebook initial public offering today? No, i’m not your not your, not your not okay, so it doesn’t matter to you what the share price of what the facebook share price closes that today exactly causes a completely separate company from facebook, so has nothing to do with it, and we’re actually just building on the place the facebook platform okay? And you personally or not being enriched, i am not ok, ok, good. Alright, so say more about facebook and twitter integration, please. Yeah, so so basically this way, the two sort of sites of facebook integration, which is one when you take the actions it’s being posted to your facebook news feed and then the second is that you can send the invitations right to your friends through facebook and it appears on their facebook provoc girl, these two types of integration have been the way that these these actions have been spreading, so the reason that eric was able to get six point one million people to join his cause was that, uh, was through these sort of friends telling friends, telling friends and we at causes have made that incredibly easy. And so for a lot of organizations, the exciting part is that as you get your supporters to take one of these actions, you know, you’ll be, you know, start telling your usual people about this. So whether it’s sending an email to your email lists are posting it to your facebook page or twitter what’s exciting is that when your supporters take this action, they are automatically going to be spreading it to their friends and their networks, and so we’re seeing about a thirty two, fifty percent pick up on different campaigns. You’re going to get fifty percent more people way actually just had a campaign that ran on causes that got forty seven percent of the people who came in through ah, take their campaign kayman just threw this facebook and agree. Agent susan gordon is the director of non-profit services at causes dot com and that’s, the site we’re talking about how robust, rich, easy, simple and this is all free, right? There’s, no charge to charities or individual activists. Exactly there’s absolutely no charge. You can create as many of these campaigns as you like, and all of these tools, they’re free, okay, let’s say a little bit about fund-raising campaigns, that’s one of your nine action action possibilities what what? What can be done around fund-raising specifically, of course, i want listeners to understand the latter of engagement that susan talked about his ultimately, the hope is that this will lead to fund-raising but there’s a lot of richness to be gained and shared before you get too fund-raising but but, susan, what if somebody wants tohave specifically, a fundraising campaign on causes dot com absolutely fund-raising is an incredibly important part of what we what we do on causes, and we’ve spent a lot of resources over the past couple years trying to plug these types of campaigns on make him work for fund-raising so when someone donates on causes, how do their friends see it? How did they ask their friends to donate as well? And how did they we create a rich sort of social experience around donating to ah, to a non-profit so they’re there to ways that we’ve done that. The first one is that a fundraising campaign is one of our non nine action types, so as i was saying you can, you know, post a quiz and then post a pledge and then post a fund-raising project, and so we created a really beautiful online page where you can add media, so photos and videos about what you’re raising money for. You can add donorsearch choices that say, you know, twenty five dollars, will send a kid to school for two months, you can sort of create a really great story around what it is that you’re funding. You could also absolutely raise money for unrestricted funds, which is, you know, just put up, please donate to our non-profit and add photos and videos of what you d’oh so they could be restricted funds or not, unrestricted funds it’s completely up to you, but you can tell a story about what they’re what you’re raising money for and put it up right on your cause with these different types of action campaigns, and you can create a campaign where you can, where the fund-raising element of it is that sort of where you’re leading to the whole time and, you know, it creates a great online page for you to send people to donate when they donate we’ve got a bunch of really neat things you can upload a thank you video. We send them a thank you note right away. We use network for good to process our donations and so they’ll get a tax receipt right away. There’s a four point, five percent processing see from network for good causes doesn’t take anything on top of that, but basically network for goodwill. Then send your organization a checker and electronic funds transfer once a month. And so it’s. Totally seamless. You’ll just get that check once a month with all of the donations that come in through causes. Okay, okay. We don’t have only two minutes left before we have to. We have to wrap up. I saw. Donate your birthday on the site. What is that? Yes. So if you go toe wishes, dot causes dot com that is are what we call wishes which our personal fund-raising pages. So, uh, if you as an organization are looking for ways and easy way to ask your supporters toe, give them an online tool that they can fundraise for you. Causes is an incredibly powerful tool to use for that. We’ve had people, you know, regular. People just supporters of a non-profit raise, you know, many thousands of dollars for organizations so they can first they pick an event, so if it’s their birthday, if they’re doing a run or a walk, if they’re getting married, if they’re doing ah ah memorial for someone or just any reason they can create a personal fund-raising page, they can tell their friends and family or even upload a video explaining why they’re raising money for this organization and then individuals can donate and we’ve plugged in a bunch of facebook and twitter integrations and so that they can then tell their friends, hey, my friends raising money for this cause it’s really great on and help you do your fund-raising there’s also meet little features like cards where when someone donates, they can make you a card on right on that page tell you, good job for raising money. You’re happy birthday right on that page on, and it basically makes it a really easy way for your supporters to gather donations for your organization and so you can send anyone toe wishes dot causes dot com they just create that page, select your non-profit is what they’re raising money for and then they’ve got this great parents to send people to to fundrasing, the site is, causes dot com. Susan gordon is their director of non-profit services. We have to leave it there. Susan gordon, thank you so much for being a guest, tony, thank you so much for having me, it’s been a pleasure. You’re very welcome, my pleasure. Right now. We take a break when we returned tony’s take to stay with me. You’re listening to the talking alternative network. Geever schnoll are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping 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 welcome back to tony martignetti non-profit radio it’s time now for tony’s, take two my block this week is what i believe i produce a lot of content for charities chief among them is this show my blawg, of course, a tony martignetti dot com i host fund-raising fundamentals, which is a podcast monthly feature for the chronicle of philanthropy. I do a lot of speaking and training i come into and news stories when i’m asked by journalists. So why do i do all this? Because the things that the thing that work that pays my bills is consulting, which i didn’t mention. I do that too, but all this other content that i produced, why do i do it? That’s? Because there are two things that i believe very strongly on dh that is, first, that small and midsize charity’s need to be better that aaron a lot of things measuring impact and outcomes and delivering programs buy-in fund-raising, of course, um, in their human resource is work and the marketing, communications, et cetera. And so i i believe that there’s a need to be much better in all those areas. Ah, and others. And second that charity’s deserve help to be better. I know that you’re working incredibly hard and maybe understaffed, maybe under budgeted, underfunded. So i think you deserve the help that you need to be better and those two things together or what? Dr me too produce the content that i do. That is what i believe and that’s. What motivates me? The block post is called what i believe and my blog’s that tony martignetti dot com also a reminder that we are on linked in, and i would love to have your feedback on the show if you’re listening. If a guest was particularly helpful to you dahna future show ideas, you’ll find us i’m linked in that is tony’s take two for friday, may eighteenth, the twentieth show of the year. I wish with me now is dr gen shang. Hello, jan, how are you? Good, how are you? I’m very well. Jen is an assistant professor at the centre on philanthropy at indiana university. She is a philanthropic psychologist. She’s been published in many journals, including experimental economics, economic journal, journal of marketing research and marketing science. Homework has also been covered in the new york times and the chronicle. Of philanthropy, and she is the author of the book fund-raising principles and practice, which is available at amazon dot com, and i’m very pleased that her research in her work brings to the show welcome, jim. Thank you. We’re talking about five words to better fund-raising what was the research that we’re talking about? Uh, it’s, uh, when we study how prime ing people’s idea of more identity come potentially influence, how they give on day when we say more identity, really, what we mend is how carrying kind, compassionate, helpful and friendly people think they are, okay? They’re us interesting. Their moral identity. Yeah. Okay. That’s the that’s. The research will let, uh, what was specifically how did you conduct the research? So this is when during public radio stations on air front drive. I’m sure your listeners are quite familiar with this form of fund-raising this was bloomington bloomington public radio in indiana, right? Yeah, yeah. That steering our billings in radio on their front driving ah, november, where they’re deejays kind of inter interrupt the programming and say things like, you know, here is that i remember and if you could give us this amount and here’s the thank you gifts so people call in and then half of the people who call in they are asked, you know, how are you a newer renew a member of the station? And then they’re thanked for either becoming or being a member of the station and the other half of the donors when they call in there asked exactly the same question, but when there are thanked there think for being kind and carrying member of the station were becoming a helpful and friendly member of the station. Schnoll okay, so what we found is that when people are think with those moral adjective, then they increase their giving, but this is only significant with female, but not mayo donors. Okay, let’s, let’s, be very clear. What are the five words that you used in your research is caring, compassionate, kind, friendly and helpful. Okay, that actually reminds me of the used to be a boy scout. I still have an eagle scout kayman eagle scout. This reminds me of if i didn’t mention i’m an eagle scout thiss reminds me of the scout law you didn’t know the boy scout law, probably unless you have boys. Trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean and reverent. So you’ve got you’ve got two or three of those in there? Yeah. Did you? Did you derive your your moral adjectives from the boy scout oath? I scott law. No law, not the oath. That’s, this is the law. Pardon me. This? Sure. Some off of the participants that participated in the orange inal study where these adjectives war generated they were members of the boy kapin. Okay, well, there could be some overlap, but we don’t know if that’s cause and effect that’s just that could just be coincidental. There were hundreds of people who were asked to list all possible adjectives they can possibly use to describe any moral person. And then we could. And the researchers off that really orange? No study collected the most often used adjectives by most people. Okay, i see. Those are the adjective that’s. How you came up with your caring, compassionate, friendly kind and helpful. You okay? Let’s. See, the the research is on ly, but only impacts females. Not so men are not influenced by the moral adjectives. Not the set that we not these five. Hopefully, they’re influenced by the scout law if their boy scouts, because otherwise it’s just don’t be a scout if you’re not going. Teo, reverent and helpful and courteous and kind and cheerful. Cheerful. So, um, but women are the majority of donors, isn’t that right? Yes. Two thirds ofthe most non-profit donors are female donors. Okay, so so using your research, we can impact two thirds of the giving population. Yeah, okay, so these people were thanked using one of the moral adjectives, but they hadn’t, but they hadn’t made their gift yet. So what were they thanked for? They were thanks for calling. Uh, as soon as they were called in. As soon as they call in there. Asked whether they want to be a new member ization or their existing member nation and there, thanks for either becoming a new member or being a member. Okay, so you thank for either being becoming or being a member or you thank for being or becoming a caring, compassionate, etcetera number. Ok, yeah. So do we know whether this applies to written solicitations? Well, we’re we’re currently testing different forms of recon communication and what we do there is you know, you mean one of the key things if people were to apply this technique is not the fact that, you know, they need to write down this five wars, but they need to engage people in thinking about these words. And i think one of the main reasons why our research turned out in the way that it did is because people were asked to answer a question first and that they’re thinking in response to what they think they are already. So when we apply these techniques in return context, what we had to ask people to do is not just to have kind carrying floating everywhere in the letter, but instead only on the renewal forms we want people to say i and then people find their name like gen shang, i wanted to give this much right. And then when i signed my gen shang am finding on those words you’re signing on those words what do you mean? Like they’re the words are below the below the line where you put your name? The words are actually in the in the box, in the background of that box where i started my name. Oh so there’s sort of shaded in the background exact, like a like a watermark. That’s, right? Ok, but this is research. You’re just testing this. You don’t have results from from this written written test yet. Well, actually, we we dio look at me. I’m way behind. Okay, but the result is that, you know, people see exactly the same thing. And half of the people are asked to print their name, almost words. And the other half, i asked to sign their name on those words, and we found a marginally statistically significant results. Where if people signed their name, they give more than if they printed their name on those words. Very interesting. But did you also did you also test that against there? Not being any words. Yes, it’s hyre than not having anymore. Okay, definitely. Just making that clear. Okay. Yeah. Okay, yeah, but but what’s important there is that when people sign their names, they’re more active in thinking about their identity, who they are. But when they simply print, they don’t think about being both kind and caring compassion. People asked much as if they signed that almost stamp their own it and the answer those words very interesting. That is very interesting. So so what’s really driving the effect we think at this point, it’s not necessarily that non-profit professionals know about those words, but they have to think of ways to tap into people’s sense of who they are and then leads those central sons of who they are into those morally, you know, promoted kind of product. What kind of increase in fund-raising did you see in your research? Well, in the first study, it was a ten percent increase in female donor, um and that’s average, you have to say about eighty seven dollars, in the control group where people are simply think and is about one hundred when people are thanked with moral awards and in this direct meaning that we just had it tested it’s about, like a five percent increase, they’re the average e-giving is much smaller because his christmas appeal so the average amount is like thirteen pounds and, um, you know, eighteen dollars, but then the the fact is about fifty upleaf about twenty dollars, okay? And also with women in the only only only an increase for women in the in the writing or that does that apply to men also in the written form that that that that’s okay, so men are not immoral? No, no, at least not in a written sense. Yeah, by no means that i think i’m just extrapolated i’m just taking a natural sametz seems like a natural conclusion for your research is that men in conversation are immoral. Well, not that that wouldn’t be how i know i know what i hope not know you’re. There is a more different it’s, a very different sense of saying something versus we were just not successful in bringing their own sense of morality to the front. So diplomats make a decision such a diplomatic, academic that’s beautiful, but really mentally moral no, of course, that’s an irrational conclusion. I really i think it is our failure on our part. So what we actually would like to test in the future is tap into moral values that male might be more likely to engage in, like, responsible, loyal, strong take leadership pride. Yeah, i think you’re i think you’re wasting your time with those just bein sports and cars i think is and booze, i think that’s where you really should be starting, you know, have a little budweiser icon that people sign and watermark, that people sign over that will that’s going to get that anheuser busch logo. You know those of this where you want to be, corvettes, you know, sign your name over this watermark of a corvette that will, i think, that’s, where you’re going to see market market change in mark changing giving, we need to take a break right now. Gen shang, assistant professor at the centre on philanthropy at indiana university, is going to stay with me. We’re going to keep talking about five words to better fund-raising stay with us. 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 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. 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. Professor gen shang is with me. Jenn, you are a philanthropic psychologist. What is that? Yeah, well, it’s, i’m interested in studying why people do philanthropy and what, uh, doing a philosophy might do to their own life. You know what it might do to their own, like how it makes them feel how it makes them feel. How does that help them discover who they are defined their meaning in life? Okay. And it’s, not a field i’m acquainted with so hominy philanthropic psychologists are there. Well, i only know one of me, but i’m sure they’re so yeah, you had some of these. Have you had some campaign to systematically eliminate all the other philanthropic psychologists? Well, actually, i haven’t done so because i would rather their mohr. Okay, you’re not the violent academic at that. Maybe you were the the one percent violence academic, but that’s, not you. No, i was just you know, i was the first graduate of philanthropic phd from the canal philanthropy. In that sense, it’s, because the field didn’t exist aren’t annoying. Okay, out of the five people that we graduated already from that program, i was the only one who had a psychology background. Okay, yeah. There’s running through your research and you’ve mentioned it just obliquely a few times. I want to spend a little time on it is feeling better, feeling better about giving and and reinforcing one’s beliefs about themselves. So say, say so let’s talk about that. Yeah. So, for example, in this somewhere, i didn’t e-giving research what we did after we did. The experiment on the air is we send donorsearch survey and we asked them on the scale one tonight. How? Carrying. Actually, you think you are and then people silk road number like seven. And then we ask them, i’m on a scale of one tonight. How ideally would you like to become caring? And then people probably circle my i really, really want to become really, really caring. And then what we did is we calculate the difference between the two each we call more identities discrepancy. And then we link this number. Teo the same person’s contribution history to the same radio station. And what we found is that the more females give the smaller. This gap is between their actual and their ideal morally identity. But this relationship does not. Exist for males. So what this means is that the act of giving itself actually can potentially help female donors to rich. They’re more ideals and that’s. Great. Yes. To teo, get closer to what they believe of themselves already. Right? Exactly. Okay. Yeah. Yeah. Um, again, men out. Liars. You know, they don’t care how they feel. They don’t. They don’t have feelings. I don’t know what they’re thinking. They don’t know what they’re not giving that it’s. Unbelievable. What? What a disappointing gender. Well, what they’re thinking, what they’re giving couldn’t really be measured with the set for measurements we have. So i think the next step in my research is trying to find ways where we can find what men are thinking. Right? Well, there’s the cars and sports and booze that you know it’s. Okay, um, let’s. See? So this is academic research that can be immediately applied. And tha the telemarketing part, right? I mean, so is there any reason to think that if if the organization is calling out that there would be any different result? Uh, no, actually, we way are currently conducting any marketing way. I don’t have the results yet. Okay? But because we don’t think there’s any reason why it wouldn’t work so you could be calling out and thanking someone for thank someone for having been a a friendly or kind or helpful donorsearch in the past. And would you consider giving this year? Is that does that? Does that sound right to you? Yeah. Yeah, but what they need to do is they make sure that thing is somehow linked two people’s sense of their donation or they’re being a donor. And that, i think, needs to be set right before they asked people to give again. Oh, right before. Okay. All right. Before you right at the beginning of the park. Or, you know, without knowing anything about the donor without asking them to at least answer one question to engage. Ok. Ok. So a little engagement, but then right before the ask this this thanking right? Using one of the five moral adjectives two out of using two. Okay. Oh, excellent. All right, so you have to use two of the five? Yeah. We never tested just one because we be virality is a complicated constructs he need, you know, multiple kind of ways to get to it, excellent. Okay, so it’s friendly and kind or whatever. Yeah, any two out of five, you know, to avoid driving, okay, and i’m going to say them again. Okay, i understand i’m going to say them again one more time. Caring, compassionate, friendly, kind, helpful. Do not do not go to the scout law, because it will lead you astray. They’ll beam, or that aren’t on the list that then then r this is sort of suggesting that, you know, we should be not so reliant on anecdotes and tales of what good fund-raising is. But try to rely on hard research as much as possible. Yes, definitely. Absolutely. Teo, any coast don’t make a piece of research. Okay. Okay. Where can people learn more about your research? Well, they can first search jin xiang on the web, and the first link comes up. Should be my website. All my published papers are on there. Okay, let me let me just tell people you’re last name is spelled s h a n g, right, gen shang. Ok, go ahead, please. And then we my collaborator adrian. Sergeant who is the only chair anywhere on fund-raising we collaborative lee maintain a public information website and it’s called www dot study fund-raising dot info. Okay, study fund-raising dot info. Exactly. So if if people just go there, we provide updated information about what research is relevant in what domain. And, you know, we update at pure ops degree and there we try to change all the academic language to away. That is more easily accessible. Gen shang is an assistant professor at the centre. On philanthropy at indiana university jen, thank you so much for being a guest. Definitely. Thank you, it’s. Been a real pleasure. Thank you, thank you. Next week, charity transition. We’re talking about making a career transition into charities, but julia bonham’s strategies will also help those who work in non-profits and are looking to make a change within non-profits she’s, an executive coach and the principle of career change for good. Don’t let your employees listen to that go offline maria simple returns she’s the prospect finder, of course, our regular prospect research contributor this month, she has tips for conducting offline research. You know that the best prospect research comes from face to face meetings with people you want to know? Better check us out on facebook, check us out on linkedin on youtube, youtube, it’s, riel, tony martignetti you know you can listen live our archive, check us out on itunes and to get to itunes. To listen to the archive, go to non-profit radio dot net on twitter you can follow me, i’m at tony martignetti the show’s hashtag is non-profit radio my thanks to lynette singleton for tweeting today, she’s, a very loyal tweeter thank you, lynette, you can follow her she’s at s c g, the number four non-profits our creative producers, claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media. She’s, the one who keeps all those sites up and functioning and current. And the remote producer of tony martignetti non-profit radio is john federico of the new rules were gonna be remote on june eighth at fund-raising day conference here in new york city at the marriott marquis june eighth. Look for us on the exhibit floor. We’ll be doing interviews for this show. I hope you’ll be with me next week. One p, m to two p. M eastern at talking alternative dot com. E-giving thinking. Good ending. You’re listening to the talking, alternate network, get anything. Thank you, cubine how’s your game. Want to improve your performance, focus and motivation? You need aspire athletic consulting, stop second guessing yourself move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports, contact dale it aspire athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alt-right 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 go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, 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. Dahna hyre

039: Planned Giving Fundraising & A Gift Planning Conference – Tony Martignetti Nonprofit Radio

Tony’s guests this week are:

Richard Slutzky, co-author of “Thriving In the Comet’s Tail”
John Bacon and Alexandra Brovey, officers for the Philanthropic Planning Group of Greater New York

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

View Full Transcript
Transcript for 039_tony_martignetti_nonprofit_radio_04292011.mp3

Processed on: 2018-11-11T22:42:48.629Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2011…04…039_tony_martignetti_nonprofit_radio_04292011.mp3.250731870.json
Path to text: transcripts/2011/04/039_tony_martignetti_nonprofit_radio_04292011.txt

Oppcoll durney welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent of your aptly named host tony martignetti you may recall, i hope you do. Last week, i had a conversation with hildy gottlieb hildy is the author of the polyana principles, and she had transformative ideas for community benefit organizations to create really monumental change in themselves, their communities and the world. This week planned e-giving fund-raising and a gift planning conference richard slutzky is co author of thriving in the comet’s tail and he’s going to explain his ideas for fund-raising as the us emerges from recession, his insights apply to your long term and immediate fund-raising work, then joining me in the studio, john bacon and alexandra brovey they are officers of the philanthropic planning group of greater new york. They’re coming to talk aboutthe groups may conference the philanthropic planning symposium between the guests on tony’s take two, the blue pedicure challenge what you’ll find out on tony’s take, too, and also the irs dirty three hundred twenty thousand list is coming. The irs is going to release a list of about three hundred twenty thousand charities that have lost tax exempt. Status. That’s one fourth of all the charities in the us, and i’ll talk about both those things. At roughly thirty two minutes into the hour on tony’s, take two. Of course, we take a break right now, and when we return, i will be joined by richard slutzky, and we’ll be talking about the book he co authored, thriving in the comet’s tail. Stay with me. Duitz 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 call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney welcome back to tony martignetti non-profit radio where were always about big non-profit ideas for the other ninety five percent. I’m going to be joined right now by richard slutzky he’s, a co author with roger matt ll often richard ehrlich of thriving in the comet’s tail non-profit investment and development during the recovery from the great depression. Published by multi tier media in new york city. Richard is director and senior institutional sales representative at bank of america merrill lynch he’s an attorney, he has a serious seven licensing. He spent several years as a member of senior management for the jewish community foundation of metro west and united uda jewish federation of metro west, both in new jersey. That means he has been in the trenches on the charity side, and i’m very pleased to welcome him to the show. Richard welcome. Thanks, tony it’s. Great being here. It’s. A pleasure to have you. Thank you. Are we emerging from recession? You’re thriving in the comet’s tail. The tail of the recession. Is that where we are? I think so, tony. And i’ll tell you why you know the the depth of the recession. The bottom of the recession happened in march of two thousand nine, and so theoretically right now where we are, we’re always where the economists tell us where we are is in an expansionary mode, but when i’m concerned about when i checked with non-profits is a lot of non-profits buy-in froze during the recession, they either did one of two things. They pulled money out of the equity markets because they were very concerned about if the bottom was actually reached in march, they were concerned in march of two thousand nine, they were concerned that it could go down farther, so they pulled money out so some of them never put money back in the equity markets and lost in the, you know, more than seventy percent increase in stocks after that that we’ve seen since march of two thousand nine or non-profits have never really did anything other than stick to their guns and keep to their asset allocation. Um, i think in both cases, it’s time for non-profits to review their situation and what we’re seeing, at least in our financial practice, is that non-profits are spending the time, you know, in the last year reviewing their investment practices to make sure that they are able to sort of escape from the depth of the recession and to make sure that they have their financial house in order for the next, you know, for the foreseeable future and let’s, talk about the intersection between that investment management and fund-raising for for non-profits your book really advocates breaking down the walls between those two what’s the problem there? Yeah, i think it’s, uh, it’s a multi fault, tony. Uh, and i’ll share some thoughts from both sides of the other aisle. The investment side and the plane giving sex. Uh, first on the investment side. Let’s. Take a typical investment committee who’s on the investment committee. All right, people from maybe from the investment field. Maybe there are, uh, financial advisors or people that actually spend time managing money and maybe there’s people that are savvy, uh, affluent donors to the organization. And maybe, just maybe, there are people that are on the programmatic side of the organization that sit on the investment committee either. As a committee member, like has an ex officio piela staffers. Ah. Ah. Lot of times those people in their normal day today, investment practice, uh i don’t really see or know much about a charitable remainder trust or charitable gift annuities. They can manage buckets or pools of money because that’s what they do, you know, when they’re dated a professional practice, but they are oftentimes not very familiar with nuances of managing a charitable trust to return up or a charitable gift annuity. They don’t understand the spending rates they don’t. They don’t understand the liability that the organization has to make those payments so that’s a big concern of of ours the way me and my co authors that a lot of investment committee’s, maybe very savvy folks that just may not understand the depth of issues dealing with investing for playing gifts. Now let’s, talk about the other side of the richard richard before you do that, i want to know i want to keep you out of jargon jail. Wei have jargon jail here on tony martignetti non-profit radio. So you mentioned charitable gift annuities and the charitable remainder trust i’m just going to do it briefly, just so that people know that those are vehicles that pay income back to the donor for their lifetime, and there are there are subtle differences between the two but that’s really the important thing to know, i think for our conversation is that the person who’s in charge of investing has two goals, and one is investing for income because there’s income back to the donor and the other is investing for long term remainder because the remainder goes to the charity. So i just wanted i want to keep you out of george in jail, and i want to do it just quickly. Richard, excuse me. I’m glad you did. I hope to stay in jail for the rest of the interview. I’ll warn you, if you if you come close god, please look at the other side. So, yeah, let’s talk about the development committee and development professionals who are focussed on getting in front of major donors and engaging them in a gift cultivation effort to ultimately too snusz solicitation of again and oftentimes when you’re dealing with a major donors and your want to pursue a some kind of plan, gift or endowment opportunity, you’re going to be talking about fairly significant dollars. And one of the concerns that that high in my other office co authors have is that what happens when the development professional is in charge is in front of someone who another going to ask for a major gift? It could be fifty thousand. It could be a hundred thousand. It could be, you know, president gift or it could be a future. And what happens if the donor then says, you know, mr martignetti, thank you very much. Uh, you know, i’ll be consider that gift. But let me ask you, mr martignetti, what would you do, what your organization do if i did give you fifty thousand dollars or one hundred thousand dollars, how are you going to manage that money? And oftentimes the development professional may not have the information at hand about how that money is managed. They may not know who’s managing the money. They may not know exactly how much is in the endowment for the organization. And i think just like any investor tow, any financial services firm or mutual fund wants to know, you know, how is this going to work and how big my in relation to everything else? I think that development person needs to be apprised as to a little bit more about how. The investments run and their organizations so they could be. They could communicate that to the donor and give them a sense of security that their money will be prudently managed. Once once housed at the non-profit richard, we’re going to take a break, and when we return, we’ll talk about thie integrated financial resource consultant than how that position sort of bridges. The gap that you see and describe in your book. This is tony martignetti non-profit radio. I’m with richard slutzky, co author of thriving in the comet’s tail. Stay with us, e-giving attempting to ding getting dink, dink, dink dink, you’re listening to the talking alternative network geever getting anything duitz. Things 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. 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 buy-in, 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 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. Talking alternative radio twenty four hours a day. Durney oppcoll welcome back. My guest is richard slutzky, co author of thriving in the comet’s tail richard let’s talk about the integrated financial resource consultant that you advocate for in the book. What is that position? The idea behind a knick integrated financial resource consultant is someone who has the understanding of working with an investment committee of a non-profit to help guide them in developing a long term asset management strategies, but at the same time have the sensitivity to the fund-raising needs of the organization and also understand how to manage those unusual assets that we talked about earlier, the charitable trust, the charitable gift annuity and, you know, to be told, i’m not sure how many financial advisers have that, and we really taught we wrote in our book about the integrated financial resource consultant as sort of an idyllic kind of person and wait that mold, but, you know, i think what i would do if i were a non-profit, uh, executive or a volunteer, and we were searching for a team to manage our money is to find an individual or a team that that understand that has a greater sensitivity to both sides that we’ve discussed ah, and, you know, it’s interesting tony there isaiah accreditation that is available through, uh, i probably called the american college in britain, marr, pennsylvania, and they call that the chartered advisor and philanthropy it’s not is well known in the non-profit space as it is in the financial services space and it’s a kind of accreditation that financial advisors can obtain through this american college it’s actually quite rigorous it’s it’s about three modules and a lot of study, and when i hear of individuals that have taken that course and i’ve taken that course, i recognise that they do have that kind of sensitivity that we’re trying teo articulate in the book because i just think it makes for a better service delivery mechanism for the, you know, for the organization has now that you know now that working with an advisor that’s not looking at the bucket as just another endowment pocket or a bucket of acid similar to a you know, retirement plan it’s a fund of money that they’re much more tuned to the use ofthe and what the complexities are of managing a non-profit endowment or other types of non-profit funds, but what does the integrated financial resource consultant mean for current plan giving directors or officers? Yeah, i think. Go ahead. No that’s it. Yeah. Okay. What does that mean? People are in those positions now. Yeah, but i think that means is they would speak the integrated financial resource consultant would speak the language of a plane giving person. They would understand what charitable gift annuities are, for instance, and they would understand the fact that there are some i’ll call up cash liquidity issues that need to take place if i have to make a cash distribution for charitable gift into it. And that’s due on may first, i better have cash available for it. And i better talk to my manager is to make sure that there’s like liquid funds so that the organization can distribute checks or do direct deposits that that’s a level of nuance that not all financial advisors have because they may not understand what charitable gift annuities actually are. Ok? And when you refer to that need for cash, you’re referring to the income that i explained earlier before the break that has to be paid to a new it ints for charitable gift annuities. That that is correct. Tony and my concern, uh, is that a lot of financial advisors look at a lets a pool of non-profit management funds as very long term where you can, you know, have ah, large equity exposure and the money is it going to go on at in tonight? Um, and maybe the charity pulls out, you know, three, four, five percent, but there’s not a lot of other, you know, workings of that of that bucket. And when we’re talking about gift annuities because the money’s coming out, you know, maybe quarterly, maybe monthly and the size depends on again the annuity rates that are sad. And you know what kind of into it. And they have there’s a lot more complexity to the situation that a financial adviser should be apprised of. Richard what does the integrated financial resource consultant contribute? Teo outright giving just immediate gifts. Putting aside the planned gift? Yeah. That’s. A great question. And i think it depends. Uh, you know, a lot of its just a normal stock transaction of cash transaction. That is underlying the direct gift most financial advisors can do that the nuances are who has someone wants to give something? Well, the more unique, for instance, closely held stock. In other words, stock that is not seen on, you know, an exchange, but maybe a stock in a family business, that is, you know, an unusual asset. What does has a financial adviser deal with that or gift of, you know, real estate or a gift of tangible property jewelry? Uh, um, you know, gold, etcetera. So the question is, how does that financial advisor, uh, going tio? They understand, sir. The red flags that have to be dealt with before those kinds of assets can be turned into cash. With richard slutzky, he’s, co author with roger, matt loft and richard ehrlich of thriving in the comet’s tail, published by multi tier media in new york city. Richard, what does the this position again, the integrated financial resource consultant have to contribute in terms of approaching the the entrepreneurial generation? You talk about that in the book? Yeah, i think that that generation has a much different psychological make makeup essay. Let’s say little about that. Yeah. Why are they giving what motivates them? Kapin? Yeah, obviously. It’s case by case. But if we if you want to speak in generalities, i would say that the world war two generation, you know, they came back to, you know, after, you know, being embattled and really looked at, you know, the community as a cz as a whole, they really weren’t so concerned about what is this particular non-profit mean to me if you were not a psychology major, but i’ve been told that one of the ways to look at this generational differences that the older generation worked on guilt in other words, you see a poor child, and then you would give money because you want to help that child, the younger generation is more union where it’s like, how does this charity make me me feel? How does this make me feel about myself? Well, i feel better if i give to this charity, and i think the other, you know, issue about the younger generation meaning, you know, those between let’s say twenties and fifties, i think though that generation is looks at charities like a business on, so i think they’re much more focused on the bottom line of that organization and not looking again on guilt issues are you know well that you know that does that organizations to solve the problem, but more on, you know, let me look at the blood, the balance sheet of this organisation to make sure that it’s operating efficiently and effectively, okay. And and how does the consultant approach that that that generation, the entrepreneurial generation? Well, i think the idea here is that the integrated financial resource consultants would spend time with the charity and the development staff to make sure that the delivery bols, that the non-profit articulating to the donors are are are sort of well refined to make sure that the messaging is is really targeted to that sort of younger group that’s going to be looking at the balance sheet, for instance, those are the kind of people that are gonna be looking at some of your audience will know about charity navigator dot org’s, which actually rates, um, charities in terms of efficiency, just like finished, just like, morning star rates, mutual funds, that’s the kind of group that may be, you know, attentive to that kind of web sites. So they have to show that they’re the charities have to show that the running efficiently, you know, lien lee? They’re not putting a lot of money into administrative on development staff positions, but they’re focusing all their attention. Most of the attention on the charitable mission. Yeah. And you make a pretty strong point about approaching that the entrepreneurial generation appropriately because they are our future. The future donors. Well, there’s today’s donors as well as tomorrow’s plan giving donors. Yeah, and that gets back to the transfer of wealth issue. Tony, you know, obviously there’s been a huge number of studies done about how the older generation as they pass, is leaving money to charity. But the money that they’re not leaving to charity is going to their children. And those children can are going to control and by themselves, you know, billions of dollars and that’s that’s who the charity’s air going to have to convince to give and and i and honestly, i think it’s, in a way, much harder for charities to, um, to solicit the younger people because it’s more of a case by case, individual messaging than, you know, abroad, direct marketing piece are, you know, advertising that would appeal. That would be a very good appeal to the older, older audience so it’s going to take a lot more work for the charity’s? Teo overcome the objections, if you will, of the younger generation on dh since you’re talking a little about the wealthy, what ah, what’s, affluenza you you spend a little time in the book talking about affluenza? Won’t you share that? Yeah, and i see that here you know, it’s, our financial services firm, where we have very high net worth individuals who are very concerned that there and these air off most of the time self-funding div ihe jewel’s, they’re very concerned that as they leave a legacy to their children, the children you are the next generation of grandchildren are going to squander it, um, and it’s a huge concern in and in a way that plays well to the charities because so many people and i used to think it was just sort of the worm buffets of the world. Who said at one point, i want to leave my children enough so that they do something, but not so much that they do nothing. And that philosophy, i think, has trickled down into the super wealthy, the modestly wealthy or just the affluent and so even if you know, we’ll see what happens with the state taxes, but my point is that, um, people only want to leave now, i think specific amount of money for their children, not just an unlimited amount because they’re not sure what’s going to happen with their children and grandchildren. And, you know, where also are there going to be able to spend that money or give it away? They’re going to give away to charity, so i think that could bode well for the future. So affluence is the dreaded disease of, you know, of the ultra rich that where they’re concerned about how that money, you know, ends up being used by by their children. But again, i think it could bode well for for charity. Yeah, and so so what does it mean for fundraisers approaching people who have that the concerns you’re talking about? Well, if i were back and fund-raising what do you know? This sounds, i guess self evident, i would be focusing on the ultra affluent because those are the people that are probably most concerned about it. For instance, if i if i’m working with someone that has ten million dollars, ten million dollars or more. The likelihood is that they’re not going to get if they have two children, they’re probably not going to give both children five million dollars. Maybe they’ll give them million are too, but some of the money is going to gonna have to go to charity. But if i’m dealing with someone with three million dollars and they have two children, some of the money going to go to charity, the rest of a probability, some of it may but maybe not to the same extent a zit would be for high net worth individual. So that’s why? I think dealing it’s very hard to find some of these days, and i may be wrong about this, but in my experience to find someone that’s alter, affluent who who lose everything to the children for the affluent discussion we just had and of course, in plan e-giving fund-raising we never want to ignore those who are not high net worth but may just be very modest. Donorsearch ten shal absolutely you obvious one want to hit everybody because you never know when we’ve all heard stories about the, you know? The school teacher in mississippi that left everything to charity. But i think from again from a probability standpoint, that’s where i’d be focused in my time and, you know, it’s hard to you can really focus on affluent that’s something that you have to sort of keep in the back of your mind. And i think when you tried to cultivate an individual, i think you’d want to find out what kind of relationship they have with our children and what kind of legacy they want to leave to the children and to the charity. I think those air fare, very game question and then in having that conversation also find out what they’re relationship is to their to their wealth and what their children’s relationship is to the family money and and what concerns they may have about how that wealth gets translated to the family. I think the more that a lot of people don’t think about this, they don’t think about what’s gonna happen once they pass away, but i think there’s, that there is a path that a playing giving person could could walk down to engage a donor in that kind of discussion without being, you know, without going in at a bad direction, yeah, richard’s, let’s, go. We have to leave it there. Thank you very much. Thank you, tony. I enjoyed it has been a pleasure. Richard slutzky, co author of thriving in the comet’s tail when we return it’s tony’s, take two, and then i’ll be joined by john bacon and alexandra brovey, and we’ll be talking about the philanthropic planning symposium in new york city, so please stay with me. You’re listening to the talking alternative network. No. Schnoll 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 buy-in 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 to 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 welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s time for tony’s take two the blue pedicure challenge it was a success a bunch of high school friends on facebook enlisted me in a challenge if they got my show’s facebook page two, three hundred likes by today, which is friday, april twenty ninth at midnight, then i would go to a spa and get a blue pedicure on videotape it on dh. I’ll obviously post the video somewhere that everybody can see it, and they were successful around ah ten thirty this morning. So with more than twelve hours to spare ah, seven year old son of ah high school friend like the show and became like number three hundred so i will be getting a blue pedicure in accordance with pursuing to the blue pedicure challenge me more about that when when the event actually it takes place. Ah, little more serious. The irs dirty three hundred twenty thousand list is coming. The irs is going to be releasing a list of about three hundred twenty thousand charities that have lost tax exempt status because they failed to file the required return for three consecutive years is, and that number is about a quarter roughly a quarter of all the charities in the u s so it’s pretty startling, they’ll certainly be many in every state. The list will be broken down a few different ways, but one of them will be by state and you’ll be able to see which charities this applies to. Certainly a lot of them are charities that are just not functioning, but we fear that a lot of them are functioning and just haven’t been filing there’s more about the irs dirty three hundred twenty thousand list on my block at m p g a d v dot com, and that is tony’s take two for friday, april twenty ninth. In the studio with me now are john bacon and alexandra brovey they’re here to talk about the new york philanthropic planning symposium. John bacon is president of the philanthropic planning group of greater new york and he’s, also director of plant e-giving at the new york public library, alexandra brovey is vice president of philanthropic philanthropic planning group of greater new york and chair of the organization’s philanthropic planning symposium that’s volunteer work. That she does for that group. She is the senior director of gift planning for north shore long island jewish health system foundation. And i’m glad that this symposium brings john and alexandra to the show. Welcome to the studio. Thank you. Good to have you alexander it’s. Okay, if i call you alex, right? Absolutely. As the chair of the symposium, why don’t you start telling us what’s the what’s, the purpose of the conference? Sure. Well, our conference this year will be on may twenty six, which is a thursday at the new york marriott marquis. Three new york philanthropic planning symposium is our annual one day conference. The purpose is educational. To bring everyone together, we expect between two hundred, two hundred fifty people. We have speakers coming from various parts of the country and three different tracks. And it’s, just going to be a great day. All right, john what’s, the philanthropic planning group of greater new york. All about as president. Yeah. It’s ah, educational group. So the symposium is very much part of our educational purpose. Also importantly, all of our events are great networking events for people in the field and alive professionals. And in fact, i think a lot of people see the value as that community and the networking people find jobs. May connections and it’s really been a valuable resource for many of us, including myself. I found my current job a tte, the new york public library at a plan giving luncheon eight years ago and coming out of the for-profit world into the non-profit. And that kind of thing happens constantly. So it’s, a great professional organization, was strong networking opportunities. Who are the members? It’s traditionally been playing, giving officers working for charities, but a lot of allied professionals they mentioned richard slutzky, who was just speaking on the program earlier, is a member and in fact, a boardmember s o people in the finance world accountant’s. Quite a few independent consultants like yourself on different folks so it’s across the board. But anyone interested in what is now ah called gift planning as opposed to playing giving and our name has changed several times to reflect those changes in the overall field. Yeah, let’s, talk a little about that. It used to be the planned e-giving group of greater new york. So that was a pygmy. Pg and y right it’s still pickney, but now it’s ppg and why? Why? The change from the former pickney to the current pig knew that reflects a change at the national level. Our council was originally called the deferred giving group, which says a lot about many years back is that that’s in the early seventies, right after the sixty nine tax act, which in effect codified a lot of things that we now use as tools for people to give. But then we were the council independent counsel plan giving group of greater new york the national committee on plan giving were one of the founding councils of that they changed their name to the partnership for philanthropic planning a few years back. And we in turn changed our name to kind of blend in better with the national change, but keeping our acronym, which people like yeah, the pickney right now so it was that national change reflecting a change in sort of it’s a broadening its not just planned giving out, phil, correct planning. So bringing in those advisers you meant very consciously bringing in advisors and even more importantly, bringing in our peers major gift. Officers and others working with individuals at the charity level and we find increasingly that traditional plan giving shops or departments or silos and some of us have called him charities are being broken down, and we wanted to be more inclusive and encourage people who have blended jobs or just have major gets people come because give planning should be part of their work as well. Ok? And that’s also very consistent with what richard was just talking about taking down the walls between asset management and and fund-raising right, i think alex is title is a good example of a different one. I’m on old school plan giving person, but there are fewer and fewer of us around with that in their title. Okay, alex’s title at north shore is direct senior director of gift planning, correct, and there are also people who have philanthropic planning in their title, which would be more closely akin to the name change. And then there are people who are individual gift planners who do a combination of or what we call a blended gifts. You’re not necessarily going after just the traditional playing gift you’re going after the gift that’s best. For the person in front of you and your organization and the conference. Alex, you’re the chair, it’s it’s organized for all the all the professionals that we’re talking about, there’s, something there for everyone there’s, something there for everyone, and this year we’ve actually restructured a little bit. We want to try teo help out. Our accounting members and friends and even non members were invited to come to the conference. We restructure a little bit this year. In the prior year, we had four different tracks going. This year, we decided we’d have three tracks, and we introduced a plenary speaker. I’d liketo take a moment to mention our fremery cerini she’s, beth shapiro, kaufman she’s, a member in kaplan and dried drysdale’s, washington d c office she’s coming to talk to us a little bit about what she did when she worked for the irs on the other side and what she does now and what she thinks might happen in twenty thirteen and she can speak freely now that she has a different employer. S o plenary. So is she the keynote speaker? She’ll be our keynoter plenary speaker, which will be first thing in the morning and then we’ll have three different tracks, three sessions per tracks. So the rest of the day they’ll be a mid morning session, a lunch in it, which will conduct some piggy business sametz actions and other items, and then two sessions in the afternoon, and then will cap off the day with a reception. It’s a wonderful day, okay, and again the day, may twenty sixth of this year. And where is it being helped at the new york marriott marquis? Okay, how do we let’s acquaint people with some of the other speakers besides your keynote speaker? What? What are some of the highlights of speakers? Sure, we’re goingto have to panels i’ll actually let John mentioned 1 of the panels because this is something that our members really matter, and they really make a difference, and they’re the ones that set the stage for what we do it pickney so our members had a wonderful meeting in april, a suggestion came out of that meeting and we actually revised a panel, and we’re moving from there all that john mentioned that for a moment, if i may, please john. Yeah, we have thes master forms as alex was just alluding to meant for senior members of our group to get together in a smaller setting and talk through things and metha, which i will garble here. But the new york prudent management of institutional funds act, which you may have discussed on your show, would have. But but not this show. So i want you out of jargon jail. So why don’t you give a quick explanation of what? The new york prudent management of institutional funds act is? John, your urine? Yes. You walked into the quagmire. Now i have to crawl, claw yourself out. Basically, our friends in albany saw fit to adapt the uniform management of institutional funds act putin. Sorry, management. Institutional funds act in their own distinct way. And many of us that the charity will side are dealing with trying to implement certain requirements of the new york version of this law. It does get give us a lot more liberty to spend and manage in doubt funds in particular and other institutional funds. But it has certain peculiar requirements, the most worrisome of which is a notice requirement to donors of older funds. And this is for those of you who work with charities or our donors. It’s not always. Welcome to receive a letter asking you to elect treatment on your fund. It’s led to a lot of confusion. Someone happiness, it’s just a unnecessary came out wrong, it’s. Just a aspect of the law that’s less than optimal. Okay. And i’ll remind listeners that we did have kathy boil on from cheeping hill advisors. Several shows a go for the full hour talking about the new york prudent management of institutional funds act, which is based on the uniform act that john’s talking about. Okay, little digression. But john got us in the quicksand, so we’re out. They’re jargon jail. And you were talking about the masters, the masters. Siri’s john? Yes. Those were for alex is here. Yes, we did. Yeah, before our regular luncheon programs, which are every well third wednesdays of the month. Eight times a year. And the masters for a just been a great place for people have high level discussions on topical issues, including nypmifa. Okay. Okay. And there’s something for the masters in the symposium. Alex. Exactly. So there are actually three tracks this year. One of the miss masters. Second one is nuts and bolts, and a third one is a new track called innovation. Okay, and we’re going to talk about those. When we return from this break, please stay with us. Talking alternative radio. Twenty four hours. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative dot com. Looking to meet mr and mrs wright, but still haven’t found the one i 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. 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. Welcome back. Come with john bacon, president of the philanthropic planning group of greater new york, and alex brovey, vice president of the group and chair of the organization’s philanthropic planning symposium, which is what we’re talking about today. And alex, right before the break, you were acquainting us with the three tracks that you have. Please yes. So in in prior years, we had four tracks this year, we have three, so our nuts and bolts track is really meant to assist those new to gift planning or those who need a refresher of the basics, and we’ll have three different presentations. One will be a panel intriguingly entitled. We are all planned giving officers now, that’s actually meant for our major gift colleagues and others who want to come and just talk about the fact that everyone is expected to do a little bit in this area of plan giving her gift planning interesting. S o that’s really interesting. We’re seeing this integration and this breaking down of walls as my first just richard talked about as you heard some of that way alluded to this really is a trend that is significant, absolutely. And that has to go back to the name change at the national level and in our local level and what we’re actually doing and what we’re all actually seeing. So the reality of it is planned giving people raise outright gifts people who are expected to raise outright money’s might combine that with a plan gift it’s all what’s appropriate for the donor in front of you on dh with the challenge for the gift officer, whatever seat they might be sitting in is having to learn a little more. Is that john? Is that red john? Yes, and in particular, we have a lot of experience with older donors are group tends to skew older and their issues about getting old mental competency, health and other things that were sensitive to that. Frankly, some of our individual giving or major gift friends are not as sensitive to but again it’s falik said it’s really about being donor-centric on dh donors infect our our clients if we’re on the charity side and literal clients of our adviser colleagues. So it’s really just doing the right thing by the donor and sometimes that’s a blended gift and, you know you mentioned john your title. At the public library is still planned giving direct plan e-giving but are you seeing the integration there across fund-raising or or not so much or what? Not so much in our case, primarily because we have individual financial goals in the different silos in our shop, but i think that’s going to change it really has to change you think so? Yeah, ok. And i’m i’m asking you because the public library is, you know, a venerated old sort of old blind charity in in the country, right? And in a sense where a large shop as well so that those distinct groups can exist to some degree, there were four people in my group recently, so it’s a big plan giving group. Ah, and there are over forty, people in our overall development department. So it’s a big group. But i think even it’s in smaller charities, especially where there may only be one or two people dealing with individuals, they have to do all those things. And we again hope to be a resource for people who are interested in give planning. Okay, on dh that becomes the challenge especially then for the very small shop i mean let’s take a charity that maybe it’s just a founder and one other person that that that founder executive director has enormous challenges and but they’ll find something for themselves and for their organization at the symposium. Absolutely. And i think alex mentioned the nuts and bolts said that there’s nothing to track we’re talking one or two of the other sessions might just spur a thought or be applicable to a certain situation they’re facing. And again, i think, almost as important as the networking meeting other people in the same situation, talking to board members and others there who have a lot more experience and it’s really a great sharing experience old the whole day. And alex, how about the other the other tracks? Sure. So the other two tracks or the master’s track this past year is john mentioned earlier, we started a what we called a masters forum for the more experienced members of our group who wanted to have something that was a little more challenging or something at their level. Some of these people have been members for perhaps two decades that have been doing twenty or thirty years of work in plan. Giving or now gift planning, our master’s track is for those who are more experienced or for those who want to challenge themselves a little bit. We have the panel john described earlier and off the top of my head. We also have someone discussing charter bally trust, which is ah hyre level technique that donors who may be up against the five million dollar estate tax issue might be willing to consider. So we tried offer something for every level. So we talked about nuts and bolts. We talked about the masters. Our third, a new track this year is innovation and innovation focuses on the art and psychological aspects of gifts. And i think it’s that to which john might have been eluding recently. So there’s something for everyone there. This will be more the i don’t want to call it the soft part. But this might be why? Why? Someone would want to make a gift or how you broach a person in the correct way in order to get the best result in the end. That’s interesting that innovation. Why? Why you said that’s a new track? Did that come out of the advice that you got from members from last year? Well, in a way, it did, because every year we survey our members, we actually survey them after every lunch and all eight luncheons, and we take their advice to heart and we what we’re seeing throughout the years that people had some technical programs during the lunches and we try to mix it up a little bit on offer someone the rest of what they do. So the other part of what you do is the relationship side and that’s, probably even the more important side you could argue, regardless of your level of knowledge about this plan giving our gift planning aspect, you need to to be able to develop the relationship with the donor or the client. So that’s kind of how that came about a little part of the board looking at what we didn’t provide for members this year and then a small part of what we can do based on member feedback. Ok, of course, we’re talking about the symposium on may twenty sixth, but pygmy also does host monthly luncheons you mentioned. Why don’t you say little about those john? Sure, during the off summer months, every third wednesday, generally we have a luncheon program with a featured speaker and again a networking session beforehand, which is really quite important part of it and generally pre luncheon in the morning will have either a master’s form or a beginner seminar that was the pattern this year. In years past, we’ve had the same speaker doing morning session and then speak it lunch, so check it out and i think we didn’t give you our website yet. All this is on the website, which is www dot ppg and why dot org’s? Okay, you’ll be able to register for the supposing there and to find out about membership for next year, and we’ll resume those monthly luncheons in september. Okay, alex what’s the cost of registration. We have costs based on whether a person is a member or a non member. So i members get a little bit of a break. It’s two hundred seventy five dollars to register any time up until a couple of days before the conference. Non members. Or three. Fifty. And if you bring an additional person from the same organisation? Three hundred dollars. All right, that is the philanthropic planning symposium here. In new york city on may twenty sixth, again, the place to go to register is www dot p p g and why dot org’s? You’ll find out about the group and also the registration for the symposium there. I want to thank john bacon, president of the philanthropic planning group of greater new york, and alex brovey, vice president of the group and chair of the organization’s philanthropic planning symposium. Alex, john, thanks very much for joining us. Thanks durney been a real pleasure. Thank you. Next week, it’s going to be craig newmark craig is the founder of craigslist and he’s going to be my guest he’s going to be with me to talk about craigconnects his latest venture, which helps connect people of goodwill for the common good by highlighting non-profits that are making an impact. I hope you’ll be with me for that conversation with craig newmark. Of course, again, i want to thank my guests today, richard slutzky, john bacon and alex brovey you can keep up with what’s coming up? Sign up for our insider email alerts on the facebook page. If you go to the facebook page, you’ll see quite a bit about the blue pedicure challenge as well, until that scrolls away, but the video will be coming soon. I promised document video documentation you will get it while you’re there. You can, like us, become a fan of the show. Always. The show is on itunes. You can subscribe automatic downloads, of course. Listen on the device of your choice. Anytime you like, you’ll find our itunes paige at non-profit radio dot net creative producer of tony martignetti non-profit radio is claire meyerhoff. Our line producer is sam liebowitz, and sam is also the owner of talking alternative broadcasting and our social media is by regina walton of organic social media, who did an outstanding job helping to promote the blue pedicure challenge also want to give a special thanks to bobby fried l he is a professional photographer, he’s in the studio today, he’s shooting stills, he’s shooting video that will be available on the facebook page as well as soon as we get that all together. So special. Thank you to bobby freidel. This is tony martignetti non-profit radio always talking about big non-profit ideas for the other ninety five percent. I hope you’ll be with me next week. Next friday, one p. M eastern here on talking alternative broadcasting, which is always at talking alternative dot com. Durney metoo. I think that’s. A good ending. You’re listening to the talking alternative network, waiting to get you thinking. Things. It’s. 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. Do you love movies, then join me and share your pains about them on the radio. This is mike, a movie fan like you, starting may tenth. Join me every tuesday night at six pm for my new show movie time on talking alternative dot com. Call me live or email me at movie time radio. At gmail dot com. We’ll talk about all the blockbusters whose the best director and which movies air overrated, among many other topics. Join me for movie time. Tuesdays at six on talking alternative 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 us ed 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. 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 enhancer. Current marketing after 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 you’re listening to talking on their network at www dot talking alt-right dot com, now broadcasting twenty four hours a day.