223: Giving Tuesday Founder & The Fourth Sector – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Henry Timms, founder of Giving Tuesday.

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

There’s more at tonymartignetti.com

212: Online Testing & In-Kind Gifts – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Cam Robbins, interactive marketing producer for Easter Seals, and Matt Burghdoff, senior account executive at Donordigital.

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

203: Grow Your Sustainer Program & Friends With Benefits – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Nicola Bach, senior fundraising analyst at Blackbaud and Chas Offutt, lead consultant for Blackbaud’s donor engagement team.

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

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

182: Society-Level Giving & Fraud! – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Page Bullington, resource manager at Blackbaud.

George Durney, director of sales at Target Analytics.

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

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

180: Faceoff: Atlas of Giving & Giving USA – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Rob Mitchell, CEO of Atlas of Giving.

Gregg Carlson, chair of Giving USA Foundation.

Una Osili, director of research at Indiana University’s Lilly Family School of Philanthropy.

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

178: Corporate Coffers & Committee Confab – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Linda Lysakowski, ACFRE, consultant and author of “Raise More Money From Your Business Community.”

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

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

164: #GivingTuesday & New Low Facebook Reach? – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Rachel Hutchisson, consultant at Blackbaud

Anastasia Dellaccio, United Nations Foundation

Amy Sample Ward, CEO of Nonprofit Technology Network (NTEN) and co-author of “Social Change Anytime Everywhere”

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent you know me, i’m your aptly named host it’s friday, october eighteenth, twenty thirteen and very good to be back in the studio after a hiatus last week. Oh, i hope you were with me last week. I’d suffer ortho static hypertension if i were forced to endure the knowledge that you had missed, i had a great interview, but i didn’t get the job, suzanne felder, a consultant in outplacement at lee hecht harrison, said there’s more to getting a job than having a good resume and interview, we talked about research panel interviews, dodging the salary question and what to do in the last thirty minutes before your interview and storytelling. Rochelle shoretz, founder and executive director of shark share it shared ideas on identifying and supporting storytellers and why it’s all worth your time this week e-giving tuesday, rachel hutchisson with blackbaud and anastasia dellaccio from the united nations foundation share the history of giving tuesday and how easy it is for your non-profit to get involved with this international movement on december third of this year, and that was recorded at be become just late last month. Also new low facebook reach has your facebook page reach plummeted? Amy sample ward, our social media contributor and ceo of and ten the non-profit technology network, we’ll explain what the heck is going on with facebook page reach and what you can do about it, plus her sixty seconds style stop. Of course, between the guests on tony’s, take two reply cards that your planned e-giving donors can actually reply on. We’re sponsored by rally bound software for runs, walks and rides. They are a partner for giving tuesday, and they’re offering something valuable. I’ll explain that later in the show, i welcome them to sponsorship. Now we have the interview on giving tuesday recorded it bb con here is that welcome to tony martignetti non-profit radio coverage of bb khan twenty thirteen, where outside washington dc and national harbor, maryland at the gaylord convention center with me are rachel hutchisson and anastasia dellaccio we’re talking today about giving tuesday. Rachel is director of corporate citizenship and philanthropy for blackbaud and anesthesia is outreach and special initiatives officer for the united nations foundation. Ladies, welcome to the show, we’re having our pleasure to have you, rachel let’s, start with you. What is giving tuesday e-giving tuesday is a wonderful movement. That’s really designed to get everyone individuals, organizations and businesses involved in giving back anastacia can give you a lot better detail, but the whole idea is that if we can have black friday and cyber monday, two days committed to shopping, then we need to have giving tuesday, which is the opening day of the giving season committed to giving back. Ok, when is that? It is december third, which for people in the u s is the tuesday immediately following thanksgiving. Okay, how did e-giving tuesday come about? Where is it from? On stage? You want to be sure? So you know what rachel said earlier? You know, you have these two days after thanksgiving that are really about shopping and commerce and buying presents for people, which is great it’s great it’s, great for the economy, but we wanted teo and matthew bishop and henry tim’s of the the ninety second street. Why i kind of came up with this idea that it’s important to bring personal philanthropy and philanthropy and giving and volunteerism back into the holiday. Season back into the holiday spirit. You know, a lot of a lot of people do a lot of there there giving it the end of the year on dh it’s kind of thought about is an afterthought. So why not preempt that and use it as a way to open up the holiday season by giving back a little bit as well. So the idea this this whole idea came about and you know it, it’s just a way, teo, to really be able to bring people together on one day which this year’s december third mark your calendars. It was a way to unite people all around the world about philanthropy and giving back, and you don’t have to just donate. You can donate, which is great for your favorite cause. You can you can volunteer. You can work at a food bank. You could do a clothing drive or you, khun, go on to some websites of a lot of our great partners like unicef and purchase wonderful gifts that also give back at the same time. Okay, there’s a way for non-profits to take part in giving tuesday to promote it to their constituents. What can? They do? Yeah, absolutely. I mean, giving tuesday is really just there is a platform for good essentially it’s a megaphone for for the great work that people are already planning. So as a non-profit you, khun join and you could just plan to do some sort of online fund raiser, you know, offline fundraiser, whatever it is that you want to do to be able to highlight, you know, you’re giving programming that you probably already have planned around the holidays anyway. You can also be a corporation or a small business or an individual, and just plan something that would benefit a five a one c three or you could just volunteering your time and and and host of fund-raising yourself or do a book driver, you know, work with your kids to clean up a local park. It’s it’s kind of for anyone it’s it’s an absolute no barrier entry there’s no cost for entry. The only benefit is is that it’s a great way to be able to highlight your work. Rachel, how did well, how long have we had? E-giving tuesday’s e-giving tuesday. Launched last year. If this is the second year on blackbaud is very excited to be both a founding partner working to convey and help share the love, help everyone get involved in the movement and then also to do some very specific things ourselves. The whole goal for us is that we believe in philanthropy, we believe in giving, and we would love to see that universe of people who are giving and serving be bigger and giving tuesday is away, particularly through social media, to reach people who are maybe not engaging in the world of philanthropy. It amplifies it so it the goal is to try to reach deeper into the audience. Okay, why don’t we talk a little about what blackbaud is doing as a founding member of e-giving tuesday? Sure, so we have a lot of things planned. It blackbaud forgiving tuesday, and our philosophy comes from trying to reach all the different audiences that we work with, so that will be important for our listeners, some of whom are blackbaud clients, customers, some or not, but our audience is small and midsize non-profits right, so it’s really for anybody, whether you’re thinking about you as an individual person, whether you’re thinking about you working within your non-profit but first and foremost, we want to share the news about e-giving tuesday with a non-profit market just so they’re aware of it and they have an opportunity to engage, we’re working specifically to share the news with our customer base here it bb khan and also very specifically we’re hosting a three part webinar siri’s the tuesdays leading up to giving tuesday in november and it’s about year and fund-raising because people often ask, well, what’s giving tuesday it’s just a day, but what it is it’s an opportunity to really amplify what you’re doing and to weave it into the very, very important year and fund-raising plans that you have, so we have matthew bishop from the economist henry tim’s from the ninety second street y and adam hers from gentleman joining us on those shows and then different organizations like the san diego zoo talking about this is what we do for year on fund-raising and this is how we use giving tuesday to help with that because it’s, not something you really just duitz completely in a silo, so we’re doing it this siri’s to help people understand help non-profits understand what they may do. Another audience that we really care about is our employees so blackbaud has twenty, seven hundred employees, eighty one percent of them volunteer their really engaged and so we’re looking to them and saying us people have an opportunity to say this is what i’m passionate about take a picture of it, put it on instagram, we’re going to scroll it on our website, you know, just tell us how you choose personally to give back so those are a couple small to midsize businesses, another were a midsize business, so we do. I run corporate citizenship in philanthropy, and we do a lot of things to give back to the world, and one of the things i’ve observed is that businesses really do want to engage in their community, and often they don’t really know how to strategically think about it. So on giving tuesday this year, we’re launching business doing good dot com, and it is a resource for small to mid size businesses tto learn about how they kind of build that give back function into their business. Where will we find the weapon? Our siri’s that that’s the three tuesdays leading up to december third if you look a tte blackbaud website www dot blackbaud dot com forward slash e-giving tuesday there’s a landing page on the site there’s also well, cards, baby con but him and it will allow you immediately to register for the three. Okay? And of course they’re free, right? Absolutely free it’s thought leadership, it’s it’s educational content just to help anybody who is interested in a station you have ah, let’s, talk a little about some ideas that non-profits might used t engage. I mean, i know you said wide open really no barriers, but let’s, get into some specifics you know organizations are doing or that you think could be really useful. Sure, i’d love to highlight some case studies of some of our great partners. And i just also want to know at this point where we’re at about twenty, seven hundred partners, which is where we were when we finished last year. So quite a big feet, people are, you know, jumping on the bandwagon and that’s great. But i think part of what blackbaud is doing, which is really interesting is that a lot of our partners came to us after and i said, how can i maximize my e-giving strategy this year. How can i stand out from the crowd? And and so, you know, there’s, a lot of great organizations, the u s hockey foundation is going to be drawing attention to fund-raising of fans by creating an interactive map. And different states are going to turn colors red, white and blue according to how much money has been raised which is a really interactive way to engage your donor base and, you know, engaged more of a donor base who want to see thes interactive and the state’s changed colors. So about that that’s that’s kind of it also makes it a competition. Absolutely. You england states so i could see maybe competing against each other. The the four corner states out in the west might be competing. Okay, friendly state competition. Okay, us airways. They’re going to be activating their miles for hope programme making sort of a mile matching campaign. Discover is going, teo, say a lot more about the mile matching campaign. Yeah, so as people fly there, going to be donating money back-up teo their cause okay, discover is going to be doing a two percent match program of donations and they’re also doing an employee activation campaign, which is great because i think when you’re thinking about corporate, you can give back, you know, to the causes that you’re partnering with, but it’s also great to be thinking about how can you activate your own employee base last year for the u n foundation? You know, beyond having our various campaigns girl up, shot at life, nothing but not doing their own fund-raising initiatives as well. Well, what was the last one? Nothing, but nothing but nets and shot at life. We had a really clever employee activation where we’re never allowed to wear jeans, and if we donated and show that we donated to any cause that we wanted to, we were allowed to wear jeans for the day. So for us, that was like a big deal, and one day it was just giving tuesday only about a week. I mean, you’re the week leading up or something. Now only one day maybe you give every single day leading up. You know, i’ll have to bring that strict there the u n foundation one day. Okay. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven 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 the truth. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot. Com. For details. That’s. Ivory tower, radio, dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. 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 dahna what other ideas? Some other ideas yuen women is going to be kind of bridging the gap between the international day of eliminating violence against women and international human rights day and since it’s, it falls right e-giving tuesday falls right in the center there going to be doing a huge online campaign around that i’m with a lot of creative steps, so definitely encourage people to look out for that. Um, i know a small charter school in washington, d c called creative minds international, they’re going to be working with a lot of other small organizations to put together and in person fund-raising event, which will be a really exciting way to kind of bring people in. And, you know, you talk a lot about with giving tuesday the whole offline aspect of, you know, really bringing people together around a specific day, combined with the online aspect of taking the social media to really make an impact kind of white, much wider than your community. Another great thing that we’re really excited about this year is that last year, at the end of giving tuesday, we had countries writing us and tweeting us, saying, how can we take this beyond the us. How can we how can we take this to our own country? So we’re going to see a lot of giving tuesday going global, which is super exciting? We really encourage, you know, organizations and countries at this point to take our logo and personalize it and make it their own. So we’re seeing giving tuesday australia, canada, singapore, mexico, england, it’s going to be really cool any other the asian countries we have a lot of listeners in korea, china, japan, any of those, you know, and nobody, nobody that we’ve had officially sign up per se doesn’t mean the conversation’s aren’t happening, and obviously we can’t manage the world and what we’re seeing actually another really cool thing that’s happening is tthe e u n u n d p is going to come on as a partner, um, and and that’s going to be a really great way to take this into some of the most remote communities in the world, so we’ll definitely see a lot of asia, but, you know, we can’t kind of personalize and cultural eyes the messaging for the world from a u s perspective, so i think it’s really important to bring in those cultural sensitivities and, you know, as as e-giving tuesday’s does start to move in asia, you know, people don’t give in the same way all over the world and people don’t, you know, and even just saying, give around the holidays? Well, in england, the holidays are when you take up and go on vacation. So, you know, it’s very important that each country takes the messaging and makes it their own, and and i’m really excited to see that that this is going to become a global time when the world can come together and really move the dial on giving rachel so it looked like you wanted to add something more about the international expansion. No, i was just thinking, i know a f p international, the association of fund-raising professionals is working with isn’t imagine canada in canada to take it across canada, and the thing that, you know, i’m sitting here nodding about is that that e-giving tuesday is a movement it’s, not something that’s bound by geographical borders, and so of course it should be everywhere, and i love the fact that it is up to each person. Organization or company that engages toe add their meaning to what giving tuesday means to them. So it really gives them a way to amplify our give voice to what they believe, what they’re passionate about, and that makes it i think, easier to translate it into other cultures. Sure, in the us, we think of it, you know, it’s predicated on these days following thanksgiving, us thanksgiving, but it’s a concept that’s so easy to grasp. Now i have heard some hyre maybe maybe criticism or just really questioning of e-giving tuesday, people not really seeing the the reason other than it’s just a day in the season, not not seeing the why, why it’s then versus some other time any what do you hear challenges of the concept? And and i guess they were also questioning what’s the impact what’s actually getting done. I’m stage, you’re sure? Well, you know, i think if you look at the commerce state, you know, you have sales around president’s day you have sales around labor day, so it’s something that happens perennially so why can’t give it? You know, people before e-giving tuesday would just give it the end of the year so now we have giving tuesday and hopefully, you know, maybe people think to give every tuesday or the think to give every day, but what it is is a call to action and it’s just a time to bring everyone together. And i mean, even i guess if you’re just thinking of the perspective from the united states, really, at the end of the day, we’ve got these cybermonday black friday, two days dedicated to shopping and that’s, fine, but, you know, the holidays are about giving and giving back and thinking about people who are not as fortunate as as all of us, and if we can create a marketing campaign and, ah, an online campaign around just giving in philanthropy, why not? I don’t think it’s a bad thing at all, i think it’s an all inclusive thing, and we’re there, you know, not there’s, no there’s, no payment to be a partner, anyone can be a partner. My job at the u n foundation and is part of the giving tuesday campaign is really to just be a megaphone for the world and so highly what other people are doing to do good in the world and give back and so i think, it’s a fantastic rachel, do you want to say something to the people who question e-giving tuesday? Well, i think it’s a valid question, i mean, here we are in a sector that’s very concerned based on donor interest in looking at the impact of a gift, and we want to show data that shows that we’re we’re moving things in the right direction. It’s it’s a hard thing to do, you know, on a grand scale when you’ve got all of these organizations do in people doing their individual things to know exactly how much has changed, but one of the things that blackbaud is doing as a partner and we we did this last year, we’re doing it again this year is that we host a lot of data, so we manage a lot of non-profit status, so we will look at how much has brought in on giving tuesday, how much is processed through our systems and fund-raising and we will look at that same day so many days after thanksgiving the previous year, and we’ll say, we can’t tell you that it was up by x percent or down or the same or whatever it is, and then then we’ll have to look at the end of the year and say, well, what did your end do? Because maybe it’s just people are giving earlier, you know? So it’s a it’s a data analysis question, but we are going to have some data that shows what did it actually as a proxy, what did it affect that day? Yeah, yeah, and i would like to add, actually, that according to blackbaud last year, online giving actually increased fifty three percent in one day and the previous from the previous day. Yeah, this year and and, you know, we’re managing and paying close attention to a lot of real time data because a lot of people, because it was such an online, heavy campaign, you know, people tweeting and instagramming the results, so we’re looking at actual real time data people saying, you know, by eleven o’clock oh, we’re now up to twenty thousand dollars and by two o’clock oh, we’re now up to forty thousand dollars, so you know, i have i have pages and pages of these tweets that i copied and pasted and collected a czar. Own just general, you know, real time reporting data. And, you know, it did move the needle for a lot of people for sure. Where is the site, rachel? Where waken is their eyes, their site where we can see the twenty, seven hundred partners so far that stasia mentioned it’s e-giving tuesday dot orc. Okay, okay. Excellent. And that’s, where somebody would go if they would like to become involved either at the charitable level. I mean, with non-profit level charity level as an individual about for ah, company. Same same thing e-giving tuesday, dot organs for individuals, companies. Non-profits whoever wants to get involved and, you know, the folks that giving tuesday are great. If you’re interested in getting involved in you, you need a little bit of more information, you know, just call them, talk to them and it’s about bringing more people into the circle. Go ahead. And in addition, you know on our website there’s there’s a lot of great information. It and including some great tool kits which have everything from sample press releases. If you want to pitch your own local media, tio all of the logo’s ideas just kind of the whole you know, q and i obviously so anyone who’s interested can download the tool kit, you know, you just have to sign up kind of right, you know, two or three sentences on what your plans are. I think that the people who also gained the most put in the most and you know, where there is a resource. So if you want to write block posts for us god, if you’re last year we were we were we were really lucky we had the cities of philadelphia and los angeles and chicago and new york actually proclaimed giving tuesday in their cities. So we’re encouraging people to reach out to your local cities and get a proclamation. We have tool kits for that, you know, there’s many ways that you could get involved. We also, you know, probate what rachel said before it’s a movement and what made it so successful last year was we put together a whole group of people caught our social media ambassadors, which are just individuals who really wanted to get more involved in spreading the word, and we have weekly and bi weekly calls to action. We have google plus hangouts we have. Our blogged, you know, write us if you want to if you wantto do a block post for us, fine, if you want to host a google plus, hang out on on giving or small business and giving our or csr whatever it is we’ll support that will amplify it. You know, whatever you want to put in will be there to make sure that your strategy is highlighted and that you can maximize your results for giving tuesday this year. Okay, assume on twitter the hashtag is giving today it is and i was just going to mention that e-giving tuesday hashtag isn’t just active on and around giving tuesday, it’s got people tweeting, you know, all the time i have a column in my tweetdeck e-giving tuesday and i watch it every day and people are sharing their stories about the pledges they’re making the success that they’re seeing and their excitement and it he you see these things from australia and other places and you can almost watch how it’s spreading by watching the twitter feed rachel, we have another five minutes or so. What more would you like to say that i haven’t asked you about? E-giving tuesday well, you know, personally giving tuesday is important to me because a lot of the things in the you know, e-giving world, they’re kind of parameters about how you have to engage and what size company you are or what size non-profit you are whether you have a lot of infrastructure, so i love that it’s something that’s really based on enthusiasm and passion, and that was really also the impetus behind the site that we’re launching business, doing good dot com that that a lot of businesses that resource is that are available to them to build giveback programs are really aimed for fortune five hundred companies, you know, the conferences, the resource is the studies and so as a mid sized business blackbaud very interested in helping other other organizations because seventy nine percent of the people in the us who work for business work for small to midsize business, and so we want to help those businesses in all those many communities understand that they can have a really intentional way tto handle something that can sometimes be a problem, you know, people coming to them and asking them for gifts and asking them for products and and how they can not only handle it, but then also make it something very exciting. Um, it’s something that’s important to their employees, and we’re just trying to take that model of employee engagement and excitement and passion for service that we have a blackbaud and taking it and sharing it with so many other people who are so interested in that as well and making it something doable. So i’m personally very excited about that launch and what better day to launch it on giving tuesday? So we’re looking forward to december third excellent anastacia anything you want to leave us with a couple minutes? Yeah, i also just want to let everybody know that the twitter handle is at giving twos so you can follow yeah, oh oh the handle the handle at giving tio tio yes, okay e-giving the hashtag is giving tuesday, you know, like us on facebook and we’re always open for creative ideas as well. So if you have any ideas on really interesting activations that we could do on giving tuesday or leading up to it, let us know and again, you know, we wantto make this all inclusive crowdsource. Successful campaign so, you know, if you want to host the google plus hang out, let us know if you wantto contribute to the block, let us know if you want your city to proclaim your you know, their city e-giving tuesday, then let us know we’re always open to share our own ideas and case studies, and we just want to make it a collective success, and that can only be done, you know, in tandem with our non-profit corporate partners and individuals who were passionate and so were really, really looking forward to this year. I’m so excited, it’s going global, you know, i work with the u n foundation, so for me to be able to see philanthropy kind of going into the hands of the world is very exciting thing, and i’m just i’m just proud to be part of this. This opening to the holiday season, rachel hutchisson is director of corporate citizenship and philanthropy for blackbaud and anastasia dellaccio is outreach and special initiatives off xero for the u n united nations foundation ladies, thank you very much. Thank you. Thanks very much for sharing. Giving tuesday with us listening to tony martignetti non-profit radio coverage of bb khan twenty thirteen outstanding i was very glad that we got that interview and that we could do it now. It’s a perfect time for you to be thinking about e-giving tuesday and looking at giving tuesday dot or ge we have a lot of listeners were joined sort of in the middle. I’ll be posting my takeaways on the facebook page and also you can always catch the podcast if you didn’t hear everything live that you want to do there’s information on listening to the podcast ah my blog’s at tony martignetti dot com tons of live listeners hesburgh heights, new jersey. Greenville, south carolina. Livonia, new york. Baltimore, maryland. Statesboro, georgia. Loya and san jose, california, new bern, north carolina and those are the on ly the us ones. I’ve got pages and pages of live listeners. The pages are only like four inches by five inches, so but they’re not the tiny little post it notes like one inch by one inch. I’ve got multiple pages of live listeners hang in there, we’ll do more live listener love we come back, it’s, tony’s take two and then has your facebook page reach plummeted. Amy sample ward is going to explain. What’s happened and what you can do hang in there. You didn’t think that tooting getting dink, dink, dink, dink, you’re listening to the talking alternative network duitz get in. Good. 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. Hi, i’m lost in a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Time for tony’s take two this week, i blogged can plan giving prospects reply on your reply card as you do your u n mailings, i hope you will make sure that your planned e-giving reply cards are user friendly for your older planned e-giving prospects. We’re talking about folks in their seventies, eighties nineties. If you’re asking them to fill in information like their name, their email address, mailing address, there needs to be enough space for them to run right on the reply card because those older hands can have arthritis or have other pain or just be shaky for some reason. So you need me to make sure you have lots of vertical and horizontal space on your reply card so people can write in that space, and that means lots of space between the lines and make sure that the lines are long enough. If people can’t use your reply card because it’s too small, then what would you expect is gonna happen? They are probably not going to pick up the phone to call you there, probably going toe throw the reply card away and you will lose a touchpoint and you’ll never know where. That point may have lead there’s more about that on my blood at tony martignetti dot com that is tony’s take two for friday, eighteenth of october and the forty first show of the year. Always my pleasure to welcome amy sample ward she’s, the ceo of non-profit technology network, and ten she’s, our regular monthly social media contributor. Her most recent co authored book is social change, anytime everywhere about online multi-channel engagement, you’ll find her blogging amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward every step a word. Welcome back. Thanks for having me back. It’s. Always a pleasure. Um, you know about your before we dive in about tony take to that is a huge pet people for me. Because i i am i have no arthritis, at least yet. Knock on wood in my hand. I think that i am able to write pretty small, but i can never fit my name or my email or anything on those cards. And sometimes i feel like okay, well, i actually give you money now or i can’t, you know, sign up on your letter or sign your petition because i can’t write my name in there. Yeah, just don’t give enough space and opportunity, okay? I thank you. Thank you very much. Let’s, talk a little about giving tuesday just just briefly, because that was our last segment. Yeah. What are you? What are you seeing around giving tuesday? You know, i think it’s i mean there’s a lot more excitement this year of many more organizations are going to be participating, which i think is great because if you have an opportunity to kind of jump on existing excitement or passion, or put your throw your name in on a large scale marketing effort than great, go for it. But a lot of questions are coming at least tacit and ten, similar to the questions that we see from organise a when they’re participating in a e-giving day that maybe their, you know, their state or their region has organized e-giving day where? What? What do we adapted? Judith do if a bunch of people that we don’t know find us through this effort or come, you know, out of the woodwork and don’t make for the mm how do we keep them engaged? What are we supposed to? Do with afterwards because for many organizations participating in giving tuesday, they’re not doing that in lieu of a year end kapin campaign. They’re just kind of launching their year in campaign at that point. Well, we know not burn those do people out, but i immediately then saying, awesome, you’ve donated now you’re part of our year in campaign and getting all these emails to keep giving when maybe you’re a brand new person. Um, so those are those are the questions, but for us, you know, the answers of the recommendations are similar, too, like we do when when states have e-giving they or just general best practice for fund-raising an engagement, and that is you have to be segmenting those people you need tio have ah away a system to save people came in. This is their very first time ever donating to us. Maybe they hadn’t even been really on your list, but, you know, they’re friends had promoted you or something like that kick those people into a separate email campaign, so they’re not necessarily a meeting bombarded with give five more times before the end of the year, but, you know, have a chance. To get to know you learn more about the work, figure out why it was that they donated the first time the men eat them towards, you know, another gift in the future versus automatically treating everyone on your list. It’s very good that that non-profits air thinking about what they’re follow-up is going to be what their engagement strategy is going to be for the people who might join them on giving tuesday. That’s very encouraging, yes, for sure, but i think it’s because they know that that’s the critical piece, right, whether it’s engagement with an advocacy tilt or engagement with fund-raising killed it’s be more or less easy to go out there and a big, splashy campaign and get a lot of, you know, time, engagements that peace that is most critical is that third where people really air like, okay, great. Now i’m now i’m going to follow this organization. It wasn’t just a one time my friend asked me to give it was this big bang, and i gave five dollars, like, i’m going to give five dollars every month now or whatever that is so realizing that it isn’t just great, how do we? Get that second and third and fourth engagement that has to come through a plan, and you have to have a strategy well ahead of time so that you can segment them out or know what kind of mess did you want to follow up with? We know that amy is breaking up a little bit, amy, you probably can’t hear, but i know she’s on skype this this month, andi it’s not i’m not on skype or you’re not my normal, you know, you are it’s a little it’s a little break up. Not that we can’t understand, you know, but like, ah, what are those things called syllables? A syllable drops out every every couple of words. It’s, it’s really? Just about that. So i will not move or gesture to wildly in case it is interfering with the phone line. Okay, actually, that last sentence was just perfect. So whatever you did, whatever operation you’re in, one leg on the ground and your left hand on your head on your right hand holding your nose don’t move. All right, okay. Facebook reach. I’m seeing a lot of non-profits concerned about facebook reach dropping let’s first. Define what? Reach let’s, find a couple terms. First, what’s reach. Okay, great. I was worried when you said let’s, plant a couple terms. You were going to start with facebook, so waken. Start with what’s. Reach easily on that is a ever changing, algorithm based metric. So facebook has all kinds of individual components that go into this massive algorithm to output this one magical, mystical number called reach and it’s. It’s it’s a moving target for many organizations and recently, as they did a bunch of components in that depends, you know how they’re going to allow your post tohave organization there’s all different kinds of things happening with their content with exgagement because ultimately people can’t engage with a post that never showed up at his feet or you know that they never got to see right, and we’re talking now about reach this is on your not your personal pages is your organization page that’s where pedrie, exactly. So not your own profile when you log in, but if you manage a page, you’ll see the real ok, you mentioned engagement and, you know, i’m quick to put you in jargon jail, but let’s define engagement, so engagement in this sense as faras the pieces that are getting influence reached those pieces that fall into that huge algorithm that facebook’s using to determine if they push your post out or not, you know who gets to see it are a couple pieces that i’m calling engagement because they like the bucket term of people liked it, or they commented, or they shared, you know, they interacted with that. Post and the more that that happens, the more that they assume people to see that post and the further they push it, so the more reach it gets, okay, that makes sense to me that makes sense. Now, the number of factors i saw something on the order of over one hundred thousand variables going into this reach algorithm, yeah, merry myth, who is a great social media blogger resource, if you don’t know mary-jo myth she did post that there’s, you know, over one hundred thousand components to that algorithm to determine in just what you know who is going to see it or how far their reach is going tio going to go, you know, facebook’s determining that i have no o stand evidence to say yes or no on that number, but in serious, i totally believe that because the pieces that are going into it things like when was the last time i interacted with that pidge and if it was a year ago there, you know, facebook is a men that i’m not interested in seeing the updates from that page who but there’s a lot of catch twenty two in the algorithm because maybe i haven’t seen the pages updates in the air because facebook didn’t show me the update in here that’s why i haven’t seen them on dh so some of those pieces, even though they sound like catch twenty two’s within the facebook system organisations have the opportunity to try and disrupt that that catch twenty two by, you know, if you have post that you you say you posted a photo on your facebook page to get people to answer and and vote on something who, you know, whatever your post, maybe and then you have it on your blawg. Or maybe you put it in your newsletter, don’t just point people back to your website, but say, you know, give them the choice to also click through facebook to vote on or, you know, comment or whatever that post may have been about so that way, even if those people in within facebook nitpick dated in a while, if they’ve through and now they’re on the page, you know, on facebook, great now facebook system is saying, you know, all these people checked out the page today looked at this post, we’re going to put them back at the top of the list of people who are interested in the page, you’re kind of, you know, trying to stop that. That inward inside facebook circle. That’s not catching those people. And we’re going to take a break a little early to give you a chance to call back. So we’re going to go to break and with a little live listener love to give you enough time. Tio, make sure that you, you get re engaged with us by phone, so well, we’re gonna continue this conversation with amy. Sample ward on the facebook, reach plummeting and stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. 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Always sending live listener love any sample ward is back. Hopefully we i think we have a little bit of connection this time and we’re going to continue our conversation on the facebook facebook page issue amy is is in ten seeing a difference in its page reach? Definitely. So i think this could be the first time in history in which cell phone has a better connection than death phones. However, it is better now. Okay, good. I’m glad it’s better on di will continue to not move out. Of this position. So julia and i do is one of the intense dafs we pulled up from different charts and graphs to try and compare about a month ago versus last month, where a lot of people have reported seen the difference kind of kick into their pages, and and ten similarly has seen a really big change and what’s interesting and both best cantor talking about her, you know, best cantor page versus personal profile as well as jeremy piven’s talking about the foundation centers pages, all reports a similar result that intent has seen, which is overall the average. You know, if you’re just looking at everything taken into one big bucket, the average reach for the engagement so things in your brain begins, i thought the same, but when you look at it more post by post here, granular levels it’s one thing that huge, and then the rest is well below normal instead of having a little bit more middle of the way, and then everyone about something that doesn’t fit there’s something that maybe does a little bit worse. But now that the average is staying the same because one code out of many just get ready. Better than ever on then, all the rest, really low that’s, not that’s, not good, right? Because, you know, for many organizations, you may just be looking at the average and think, you know, we’re not impacted by these changes. But really, you’re just having one post that a lot of people saw the rest of really low and you’re missing out on, you know, bringing those other posts up, figuring out what was working about that one that did really well. So for us, what we’ve seen with pacific coast that have done you’re far better, like just to rattle off some members. You know, there was a couple pose, like one each day where that reach was three hundred and eighty, three hundred sixteen, five hundred and fifty. And then the next day, over two thousand years ago, out of nowhere. And so what is what’s unique about that one that had over two thousand? So the other ones all included either an image or a link, and again that’s, because even if you include a link it’s gonna pull in a one image from that, you know, web page from the source of the length, which traditionally, everyone, you know, that old baseball glove, those images make sure you have a picture or a link or something, but the one that had over two thousand, which just just a text post it just said my organization’s most important measure of success is blink, you know, prompt for people toe fill in the blank and, you know, have some conversation in the comments and that one did so much better again. Then you start looking through the previous week. Everything. Has a picture or a link, you know, anywhere between three hundred, one hundred as far as the reach and then oh, one that’s just attacks and it again nearly two thousand you and i probably read the same post by mary smith. And by the way, that’s m a r i smith, if you want, if you want to follow her, looking her her valuable information on facebook on her facebook page, i think you and i read the same the same article, she suggests that one of these among these new variables is what people are interacting with. Maur what type of post people are interacting more with whether it’s a kn image photo post or a strictly text based post yeah, and so part of that issue within, you know, within this algorithm and facebook trying to determine which post to show you justin it’s looking at time like when was the last time you engaged with this page or visited this page book is also looking at when you did engage what kind of post was it and catch twenty two with that? Is that maybe you, you know, filled in the blank on that status? Update that we posted and now the catch twenty two is it things that’s all you want, so you’re kind of locked in to seeing those times of posts a while? Maybe you like the phone? Oh, that we posted will grace now you’re just going to be shown photos so we get that opportunity to keep mixing it up. But again, if people have been kind of locked in within facebook, you don’t have to point them to it from a different source that they, you know, they can click in and get back to the page. All right? Do we have some advice? What? What? What? What can we do? Well, i think there’s a couple options, you know, they’re the content strategy that i always go back to, and that is you’re probably not posting thing done facebook and twitter and you’re blogged and everywhere else that are one hundred percent difference, you’re probably taking the same topic or the same story and just, you know, oh, let’s, take the photo from this story and post that on facebook, you know, let’s, take the beautiful quote from this person that we’ve served and post post that on twitter, you’re taking the piece of it that makes sense for those channels, but ultimately the core story or article or whatever it’s the same. So wherever that full pieces posted weather, if you’re here blogger e website er a campaign site, make sure you have the links to keeping raging with that content. Share it on facebook go find men twitter, whatever that way again, kind of looping people back in to those channels from from somewhere else instead of hoping that they just come across that photo in their news feed, if you know, maybe they haven’t engaged with the photo recently, so now they’re not you’re not getting triggered within facebook, okay? And that really does go to what you and i have talked about a lot. Your advice around multi-channel engagement? Yeah, okay, so really you’re emphasizing what? What is really very good practice routinely? Yes, and the other piece of that is, you know, don’t don’t just click into your facebook inside, see those really big pretty overviews where you think, oh, yeah, you know, our average reaches still on track, make sure that it’s part of your tracking and metrics review process you’re going into that granular post by post vue, so that you can start to say, oh, gosh, you know, we saw really great response on this and really low response on this let’s try and target that, you know, and make sure that we’re doing what’s working, or figuring out better ways to point people to those other posts that are probably important. But they didn’t get the reach. Yes, okay. Mary smith recommends having people choose some some preferences from your page about what they will see. What’s your what’s, your sense of that? You know what i’m referring to? Yeah, and i think, you know, i understand it, i get it in there with you, but i have i just have this personal feeling that when you pose, you know, hey, everybody thinks book has changed their the way they do things you need to now go to our page and click on this and do this shameless, you know? Hey, google has introduced these kapin gmail, you know, please make sure that we’re not listed as whatever tab and trying tio get people, you know, to change their setting so that yours is in the forefront. I feel like inevitably there will be some people that follow the directions because they like that you spelled out for them, but many people won’t do it. And it’s facebook, what have we learned five days from now? They’re going to change it again anyway, so i know that it is certainly barrentine we’ll get those updates, but i don’t know that it’s worth your effort to try and engage and rally people around, changing their settings if it’s something that’s just going to change anyway instead, it’s better to just feel versus trying to change the system from the outside or change it from the inside like politics. Just looking at what’s working, do more what’s working and try and encourage people, you know, in a multi-channel way to engage with that content instead of feeling like, well, are answers to have, you know, people subscribe to get all of our update, because if you’re sharing up there, not interested with it doesn’t matter that they’re getting them anyway, you know, so making sure that you’re going from a content first place instead of oh, gosh, these are the new setting, you know, and trying to tell people to go change them. I just don’t know that you’re going to see the return on that kind of outreach the way you will by focusing on good contest. Okay, excellent that’s, very consistent with what you’ve been saying month after month wait, i want to ask you for your sixty second style. Stop what’s your what’s. Your recommendation so this’s a recommendation i realized now may or may not be a mentor to you, but i enjoy taking jewelry when i travel. I know it was a lot of myself shopping travel because that’s gonna be what happens to me. But my trick is that i figure out that jewelry i want to take and i attach it to my socks because i know my socks will not get lost the way you know, a tiny hearing will, and they are in my, like, small protected part of my suitcase. And i know where everything is and make it sound very strange, but i’ve never lost a nearing never lost in that, uh, attach them to your sock. Thank you very much. Excellent. Amy sample ward, herb log is amy sample board dot or ge? And on twitter she’s at amy rs ward. Thank you very much, amy. Thanks for your advice. Yeah, thanks for having me. Pleasure. As always. Next week, it’s going to be dr seuss stories. We’re going to hit storytelling again. And then also fraud, protection, check, fraud and other types of fraud. How vulnerable are you? I’m welcoming rally bound as a sponsor. Their software is for runs, walks and rides. They’re giving tuesday partner which is very timely for the show today, and they’re offering e-giving tuesday campaign for free. I have met the ceo of rally bound, we broke bread together, he’s, a very good guy, i believe in him and this software. It’s, it’s, very smart, very smart company. Check them out at rally bound dot com slash e-giving tuesday, and welcome. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer. Shows social media is by deborah askanase of community organizer two point oh, on the remote producer of tony martignetti non-profit radio is john federico. Of the new rules are music is by scott stein. Help you be with me next friday, one p m eastern at talking alternative dot com. E-giving didn’t think that shooting the good ending. You’re listening to the talking alternative network. Get in. Cubine are you a female entrepreneur ready to break through? Join us at sexy body, sassy soul, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn timpson juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Sold every thursday ad. Men in new york times on talking alternative dot coms. 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 alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking.

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

Tony’s guest this week:

Rob Mitchell, CEO of Atlas of Giving

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent you know me, i’m your aptly named host. I hope very much that you were with me last week don’t let me hear that you missed social media data to find advocates, leaders and hidden vips. Casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud shared ways to leverage social media metrix to find hidden gems among your constituents, and that was pre recorded at the bb con conference that i was at last october and get engaged for amy sample ward, our social media scientists and regular contributor she’s, the membership director for in ten non-profit technology network, and she continued our siri’s on serious engagement through the social networks, looking at staffing, who should staff your social engagement? How much time are they going to spend and what policies do you need? This week e-giving looking back and ahead. Rob mitchell, ceo of atlas giving atlas of giving, tells us how giving did by sector source and state in two thousand twelve and how it will do in two thousand thirteen what sector increased most how did you fare? Compared to the larger picture and what’s ahead? We’re going to give away a few three hundred forty nine dollars atlas of giving subscriptions that will allow you to get instant personalized forecasts for a year, and i’m very pleased that rob is with me for the hour, about midway through tony’s take two my block this week. Is the charitable ira rollover revived? I blogged that last week also, but there’s still, the january ketchup provision that’s available for your donors to make gifts from their iras, and i’ll talk about that. It is now my pleasure to welcome to the studio and back to the show. Rob mitchell he’s, the ceo of atlas of giving, which is at atlas of giving dot com yes, thirty years working in and around non-profits as a fundraiser, executive and consultant, the atlas of giving measures analyzes and forecasts charitable giving monthly by sector source and state, and i’m glad to welcome back to the show in the studio for the first time. Rob mitchell, how are you? I’m doing fantastic, tony, how are you? I’m well to guide you. You’re visiting from texas, right? I am it’s. A we don’t get this kind of weather in texas to off yeah, we’re in the thirties way have been for a few days dahna let’s talk about the methodology let’s re acquaint listeners who may not remember from last january what’s the methodology of the atlas of giving. Ok, well, it goes back tio my experiences, a practitioner, most recently at the american cancer society running the fund-raising programs for the society and i was always frustrated that there was no benchmark that i could use to measure are giving on a contemporary basis the only measurement that was available at that time was giving yusa, which comes out in june mid june, following the giving year and our fiscal year there started in september, the giving us a numbers weren’t particularly useful to me anyway. Bottom line i had a hypothesis and a hypothesis was that charitable giving was directly tied to certain factors in the economy and demographics, and if we could identify what those factors were, we could build a measurement device for measuring charitable giving as it occurs and perhaps a forecast, and i’m happy to say, we’ve been able to do both very successfully. So what we were able to do on what we started with was we we looked at over seventy five different demographic and financial variables econometric down. Is that true? It’s condom actress it’s an album that work, this is a very highly educated all right, great it’s an algorithm, and so what happened was we gave a team of twenty five phd researchers seventy five more than seventy five variables to look at, they came back to us on a national basis. We also gave them forty two years of published e-giving data to look at, they came back to us, they said, ok, these air, the factors that affect charitable giving, and we’ve built an algorithm that when matched against forty two years of published giving data matches with a correlation of coefficient of ninety five and a half percent, which almost never occurs. Okay? And so since then, we’ve been able that was for national giving the toll picture. Since then, we’ve been able to develop specific algorithms for each of nine sectors and for each source of giving individuals, foundations, corporations and bequest and four fifty states in d c okay, excellent, and you can do this looking back and also forecasting for the future. Yes, one of the great things about the factors that we now know affect charitable giving that charitable giving is directly tied to is that we know that many of those factors have already very successful multi year forecast. So we’re able to incorporate those forecast into our our algorithms to measure cheered will giving to produce a very reliable, very accurate forecast, in fact are variants for the last two years on our twelve month forecast, which is the has the most variability it’s kind of like weather. The further out you go, the less accurate it becomes. But our variants this year, for example, was about one and a half percent okay. Ah, how many data points are we talking about? Well, there are literally dozens, it depends on which algorithm you’re talking about. Some of the algorithms are in terms of input variables our it’s on ly a handful and others are more complex, and they range everything from i think most people are aware that charitable giving is tied in some way too gross domestic product, okay? And so many of the variables include gross domestic product. But they include everything from home sales and consumer confidence to even auto parts sales. Believe it or not, really okay, i had a guest on lately who made an analogy between e-giving fund-raising and selling cars. He had an interesting infographic, sort of whimsical, but was making making the point. So now there is an automotive off relationship, okay, unemployment, mazarene heimans huge unemployment well, it’s, it’s huge in some sectors and some sources, obviously individual for individual giving. And you know, tony, one of the things we’ve learned through the process of creating the atlas now on running it for a few years is that the charitable giving machine is very intricate. And so how an organization raises money is oftentimes mohr important related to the economy than what sector that they’re in? And one example i would give you over the last two years as unemployment’s bin as, you know, very high and by historical standards so unemployment’s been high that has a huge impact negative impact on those organizations, which primarily rely on small lots of small individual gifts. I’m by the same token, the organizations that have relied on on major gifts, colleges and universities. Is an example. Thie education sectors done very well the last couple of years, but the stock market has done exceptionally well the last couple of years, and the unemployment rate for college graduates their alumni is less than half of what the overall unemployment rate is for the u s this is all very interesting level these moving parts now you have close to a million data points. Is that right? Are is that right? Or, you know, one of the one of the things is a very high number nine hundred ninety thousand something you’ve got nine hundred ninety thousand data points and so that’s that’s about fifty years of giving history and all the variables that are involved. And so we’ve used that now to create what will be an instant custom forecast for organizations to be able to use, and the reliability is still at the ninety five point, five percent or little hyre it’s, the reliability on that particular product is going to be very high it’s going to be in excess of ninety five percent. We also have what we call atlas premiere, where we actually taken organizations multiyear, giving history and build their own algorithm. We can determine what economic and demographic factors dr giving that for that with them individually for them. Yes, ok, very interesting. We have just a minute before a break. Why don’t you, uh, thi’s two thousand twelve will just give us a broad overview of two thousand twelve, and after the break, we’ll go into the details. Two thousand twelve was a solid giving year, but i’ll parenthetically say, not for everybody, okay, but it was a very good year, right? What it was a very good year. Giving was up six point, seven percent overall in the nation right in two thousand twelve. Okay, we’re going to come back and talk in greater detail about two thousand twelve and also the forecast for two thousand thirteen. After this break, stay with us talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classics, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs welcome back. We’re with rob mitchell’s, ceo of atlas, of giving. We’re talking about all kinds of giving last year and this year. All right, so let’s go into detail, rob about twenty twelve let’s start with the sectors who did what? What sector did the best in twenty twelve? Well, we had several sectors that were extraordinarily good. The environmental sector, though it’s, the smallest sector that we measure, had a very good year in two thousand twelve. What what’s the what’s, the proportion of giving that goes to environmental? I think environmental is about five percent of all giving. Ok? And how well did they do? They actually did very well. The environmental sector was up ten point nine percent in two thousand twelve. Okay, let’s, look it at other sectors. I’m sure you have education. Education had a good year. Education e-giving was up eight point eight percent in two thousand twelve. Okay. And disaster relief was was comparable, right? Disaster relief was comparable in large measure because of hurricane sandy or i guess superstorm storm sandy eight point eight percent also a point. Okay, religion. You had said last year that religion was a declining percentage. Of total giving it isthe continues to being continues to be so what is the proportion that goes to religion now? The proportion that goes to religion now is thirty five percent of all gifts go to religion. And was that was a thirty six last year. Was it a percent hyre or it was a percent hyre last year. Okay on dh s o education is now is declining. And how? How much religion is the client? I’m sorry. Religion is declining as a percentage of total giving as a percentage of total. How did it do? Last year in religion? One thousand religion e-giving to churches and religion was still up in two thousand twelve. But it was up less than the national average and up less when compared with all the other sector. So was up four point two percent. Okay. And you had said earlier the national average is six point seven percent. E-giving that is correct. Okay? And how much is that? How much is how much is our total e-giving from all sources? Three how much was in two thousand twelve? Three hundred little over three hundred and sixty nine billion dollars was given. To charities of all kinds in two thousand twelve. Okay, let’s, let’s. Keep it let’s. Keep looking at the sectors. What other ones have you? Have you got there? We did disaster environment, religion, education. Health was up five point eight percent. The arts were up eight percent. Human needs in society was up seven point eight percent international was up seven point three percent. And what the what we call the analogue k did sector, which includes things like donorsearch vise funds was up nine percent. Okay, now this is a world premiere of these numbers, right? These have not yet been released. They have not been released. In fact, our official press release is not scheduled to go out until tuesday. Okay, outstanding. We have a way. Have some prizes to give away. You’re giving away some subscriptions to atlas of giving for a year. Why don’t you just tell people what it is? They’re they can win. Well. Starting next week, in the middle of next week, we’re going to introduce what’s called atlas custom. And so the winners of these will be able to go on our web site with a code that that you give. Them and they’ll be able by answering six questions about giving at their organization things like what was their total giving last year? What percentage of their gifts came from foundations, corporations, individuals in bequest, those kinds of questions? They answer six easy questions, and they get a twelve month forecast that has for their organization, and we’re going to be charging three hundred forty nine dollars. And by the way, our forecast is updated each month because just like with a weather forecast, we can’t predict today what the weather is going to be a year from now in new york city, whether is a bad example, i think you should find a different analogy to make them whether well, actually trust the weather are twelve month forecast is a whole lot better than the weather. Okay, we hope so. All right, so so users so winners can go in as many times as they’d like throughout the year that they’ll get the free subscription. Sure, but the numbers are only updated once a month. The numbers are updated once. Okay, excellent. And we already have a winner. The winner came from our survey results on that is her. E mail is cheryl at ascending? Non-profits so we’re going to be sending cheryl at ascending non-profits, eh? The code. We’ll give the email teo robin, he’ll give you the code. Is that how it was going to work? That’s bad is how cheryl congratulations and one of the questions that we asked on that survey that cheryl won. And by the way, did you know we have a survey often on shows? If you didn’t know that, then you should be subscribing to our weekly email alerts. They come out every thursday. Tells you the guests are going to be that week and also has a link to the survey. You can also find the survey on my blaga tony martignetti dot com one the questions we asked is, do you benchmark your charities giving against others in your sector? And about two thirds said yes on one third said no, very interested into that. All right, two thirds. And this is atlas e-giving is perfect for benchmarking it is you want to see how you did compared tto your sector, your others in your state and in different from different sources. Well, and one thing i would say is you know, we’ve talked about this new product that’s being debuted next week that we’re giving away today, but we have a free product and the free product comes out once a month and it’s the atlas of giving report and it shows e-giving by month for the last twelve months and so you’re able tto benchmark your results by sector source and state every month, and it doesn’t cost you a dime. All you have to do is go to atl e-giving dot com okay, but what we’re giving away is the custom and custom custom forecast custom forecast. Okay, we have a way for live listeners to win that custom forecast. We’re going to give away two on twitter and two on facebook going to see how this goes. I i’m asked the first to people who tweets or put on the show’s facebook page this phrase, i’m listening live too hashtag non-profit radio and we all know the hashtag is the pound sign i’m listening live to hashtag non-profit radio tweet that right now, live listeners tweet that right now if you’re one of the if you’re the first or second person to tweet it, then you’ll win, and if you’re the first or second person to post that phrase on the show’s facebook page, you also will win. I’m listening live to hashtag non-profit radio. Go to twitter, go to facebook, do it right now and this is a good time to send some live listener love we got live listeners san antonio, texas, yonkers, new york and south field michigan is that field? Sam, i can’t read your terrible writing. Southfield, michigan, yonkers, new york and san antonio, texas live listener love going out to you and yes, we have listener’s foreign as well. Valencia, valencia, spain welcome hola. Okay, rob mitchell let’s get back to some of the numbers on san will be monitoring the hashtag in the studio, but we’re also going toe check it with the show social media manager for final results will come from regina walton. Um to what do you attribute this very strong two thousand twelve giving here? Well, there, there are several things one, as i would say, the stock market had a huge impact. The dow grew at more than ten percent in two thousand twelve, the broader market, the s and p measurement of the market cruise. Sixteen percent in two thousand twelve. That was huge. Gdpr gross domestic product, really gross domestic product, was up and accelerating in the last in the last part of the year, the last half of the year. That was that’s, always good news, forgiving. Home sales home sales are r the the best they’ve been in the last five years. Home prices we have seen the worst. It’s over home prices are on the rebound. There were there were some there’s, some great things. You know, when people think about the economy typically they think about this amorphous economy. And if you listen to too much news from the media, you get a distorted vision of what the economy is really doing because there are certain factors in the economy. I bet that most of our listeners today were unaware that start the broad stock market was up sixteen percent last i agree, i think most people aren’t aware of that. And so now the one thing that is that the year could have been a lot better, because if you consider the fact that individual giving accounts for seventy five percent of all gifts in the united states, unemployment is still a major drag. We started the year with unemployment at eight and a half percent, and now unemployment is at seven point, eight percent. So a slight improvement, but based on historical levels of unemployment still tough and here’s the thing about unemployment to when it relates to giving, if you’re out of a job or you fear becoming out of a job, you discontinue your charitable giving on for the most part, drastically reduced, and then once you become reemployed, what? What our studies show is that you are you’re giving will not continue for another couple of years after you become reemployed because you’re you and your family are making up for it, but you’ve got to catch up it’s deferred expenses, replenishing your savings, the vacations that you didn’t take, those sorts of things so charitable giving there’s a delayed effect and high unemployment and it’s huge in in in the charitable giving pie for the u s because individual giving is such a large part of that seventy five percent. One other thing i’d say on the positive side about individual giving, this was a fantastic year for what i’d call the uber gift. Warren buffett gave a three billion dollar gift this year. Mark zuckerberg, the founder of facebook, gave a gift that was a billion million dollars shy of five hundred million dollars. In fact, there were there were five gifts that accounted for almost two. Point five percent of the entire charitable giving economy, and this is a typical compared to two thousand less this is that this is the year where i would say is the the rebound of the nine figure gift and s o we haven’t had gifts this size in the last couple of years, and this has been good, okay? We have a couple of people who have tweeted the phrase durney i i’m listening live to hashtag non-profit radio looks like michael baker and jim gillette, but we’re going to confirm that the final arbiter of the prizes is the show’s social media manager, s o preliminarily it’s, michael baker and jim gillette on twitter. But we can’t say for sure on facebook. I don’t know we’re not looking at facebook in the studio, but facebook put that same phrase on the show’s facebook page. I’m listening live to hashtag non-profit radio and if your first or second you will win one of these subscriptions you rob, we’re talking about individual giving, so why don’t we talk about some of the sources of given and how those did compared to two thousand eleven let’s start with individual what happened? Individually, individual gifts were very close to the national average and gain percentagewise. Individual gifts were up six and a half percent in two thousand twelve, and we would expect that because that’s such a big proportion such a big proportion of the economy. Okay, well, your foundation’s foundations were up nine e-giving was up nine point three percent and that’s private foundations, right? You distinguish them private foundation. Okay? And and how about corporate foundation and corporate direct corporate foundation and corporate direct was up four point seven percent in two thousand twelve. Ok, and the one near and dear to my heart as a request bequest, we’re up five point nine percent below the national average, though below the national average. Unfortunately, alright, i’s, that all the sources that you, the fact we tracked four sources individuals, corporations, foundations and bequests. Okay with me is rob mitchell he’s, the ceo of atlas of giving, which you’ll find at atlas of giving dot com on. We’re talking about giving last year and later on we’ll get teo this coming year. Let’s, talk about some states. Yeah, you have. Ah, what? What’s? The most generous state in your measures. Well it depends on whether you’re talking about giving growth or total giving because total giving is directly related to population, as you might imagine, california, california, california and new york or big about texas, texas, texas is big and texas had a great year. I don’t know if this is widely known. Texas is the second most populous state, yes, rowing, because california, texas, new york yeah, you’re you’re aware thatyou gets out of that. Of course they have sex, and i’m always proud of things that are bigger and better. Text is texas living up to its number two population size in terms of overall giving it iss in fact, e-giving in texas was up over eight percent this year, and i would tell you this tony about st giving about regional giving if you look at the states that did well last year, no surprise those air, the states that that had the most robust look economies for those states and so texas’s experience as texas is an example is experiencing a huge swell and uptick in the oil business, and it has a very compared to the national average has a low unemployment rate and so other states that have done well the past year, florida, pennsylvania, illinois and so those states have done very well compared to the other states most of the other states were, you know, they’re pretty close to the national average just above or just under okay, well, what? Which state had the largest growth in e-giving from two thousand eleven to two thousand twelve? That distinction falls to let me look at my notes here for a second, okay, that distinction falls, tio see? Well, rob is looking that up. I’ll remind you if you tweet, if you post the phrase i’m listening live to hashtag non-profit radio on the facebook page shows facebook page if you’re the first or second person to do that, we will give you one of these three hundred forty nine dollars subscriptions to atlas of giving for the whole year, you’ll be able to personally predict how your fund-raising will do. Bye bye source do we have? We have that we do highest increase what? I’m really disappointed, tony, because texas didn’t make it to number one, but illinois was first with seven points. Well, excuse me. Florida was first was eight point four percent. Growth eight point four percent in florida. Ok, eight point for illinois. Second was seven point seven. Texas was in third place with eight and a half percent. Okay. All right, top three. Interesting. We have just about two minutes before before our break. Do you consider donorsearch vise funds? How do they think they work into your that’s? A very big source of its e-giving. And then ultimately, hopefully sometime there’s a delay of gifts to charity had well, the way that it’s working now is very interesting because those gifts are factored in. And if you look at our largest donor advised funds the fidelity gift fund, they they’ve renamed it, but they had a they had a record year for the second year consecutively and grants made out of the fund and on new gifts into the fun really grants out. Yes. Very interesting. Yes, but we like to say and so but they’re they’re they’re gifts in group. Believe it or not. Year over year eighty nine percent from two thousand eleven to two thousand twelve. Holy cow! Are you sure? Yes, pasha it’s. Not a mistake. Positive. You can go to their website. Check me. Out eighty nine percent growth you’re over from eleven to twelve. Yes, my goodness. Okay, we’re going to continue this discussion after the break. Tony’s, take two, and then, of course, robyn, i will keep talking. Do we have there? Have anybody who facebooked thea, nobody you could still win on facebook, are still giving away to atlas of giving subscriptions on facebook. Post the phrase on the radio show on the show page. I’m listening live to hashtag non-profit radio. I hope you’re going to stay with us e-giving thinking, tooting, getting ding, ding, ding, ding! You’re listening to the talking alternative network, itching to get in. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. I’m leslie goldman with the us fund for unicef, and i’m casey rodder with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent time now for tony’s, take two at roughly thirty two minutes into the hour. My block this week is the i r a charitable rollover revived. I mentioned it last week, but i want to spend another a few minutes talking about it because you still have this. Your donors to still have this january catch up provisions a reminder that the ira e-giving was revived in the american taxpayer relief act that was passed on january first. It’s not really a roll over, roll over is the ah popular phrase it’s ah it’s actually a distribution and it’s called a qualified charitable distribution so that’s what i’m going to call it, i use roll over on the block just because that’s, what people are going to search for your donors have to be over seven, seventy and a half or over on the date they make their gift. They do this from a traditional or a roth ira. They have ah, maximum qualified charitable distribution of one hundred thousand dollars per ira owner and that’s across all the across all the qualified charitable distributions they might make. The different charities per year, so one hundred thousand dollars maximum per ira owner per year, and the distribution has to go directly from their ira, too. Your charity this january catch up provisioned that i mentioned is that if if they make a qualified charitable distribution to your charity in january, got to do this before february first, then they can count it toward two thousand twelve, and that will do two things for them in two thousand twelve. It will be eliminated from their taxable income, so it’s not reported as income, and it will count toward there rmd or required minimum distribution. So two thousand twelve most people have probably already met their required minimum distribution because we didn’t know we were gonna have these this catch up provisions. So by december thirty first, people probably already took what they what they needed to otherwise they would have been penalized, but this has the advantage of being nontaxable and still counting toward that required minimum distribution. There’s a lot more about this on my blogged at tony martignetti dot com, including a one page downloadable briefing that i wrote for you that you can use to brief your board use it in the newsletter or email blast. Ah, that is also part of that post on my block, continuing now with rob mitchell, ceo of atlas, of giving and rob, why don’t we talk a little about you’re twenty thirteen forecast? Well, thanks, i love talking about the forecast, although i i’m afraid i don’t have great news for two thousand thirteen so the atlas, by the way, is the only forecast for charitable giving in the us and it’s been very reliable on dh, as i mentioned before, month to month it’s it’s nearly one hundred percent reliable actually for the quarter. It’s a little less reliable than it is for the six month period but for twelve months ahead. It’s very reliable with the variants of about one and a half percent. Okay, so it’s it’s a very reliable forecasts are forecast for two thousand thirteen. We should have a drum roll because it’s the world premiere that’s the world premiere of this forecast it’s a world premiere the forecast for total giving for the united states two thousand thirteen will be three hundred seventy five billion, which is only a one point six sadly only a one point six percent increase over two thousand twelve. Oh, my goodness, compared to six point seven from from last year. Yes. Okay, um, you have something special about the last quarter of this year? Well, actually, the last four months of this year. Indeed, for the first time since we’ve looked at things the it’s actually more than the last quarter it’s out called the last trimester, it starts in september and so what we’re what the atlas is showing for september, october, november and december is that giving will actually be less than it was for those months in two thousand twelve. So if you’re relying on a big year end, this isn’t the year for it. And why do you predict that those four months are going to be so much worse than the corresponding months in two thousand twelve? I think a major factor is the stock market, and we’re not expecting the stock market to have the same kind of year in two thousand thirteen that it’s had the last two years, so stock market growth is certainly a part of it there’s some other factors involved, you know, we talk about individual giving, making up such a large part of the charitable pie and there’s some things that have hit americans starting in two thousand thirteen that are going to have an impact on individual giving for those of us who work and have social security deducted from our paychecks, we just had a tax hike, and so it means less disposable income consumer confidence, though, is it? It rose a bit in two thousand twelve, consumer confidence for two thousand thirteen is not looking so good, so so those are some of the factors that are that are going to drive e-giving to a lower growth point and in terms of of this last the year end for two thousand twelve, you know, we had a we had a great stock market when people are thinking about we also there’s some, there are some concerns and some of the things that drove giving in the last quarter of this year, including things like the the buffet in the zuckerberg gift who are the you know, it’s expected that taxes are going to go up in the charitable deduction is in question may be a loss of the charitable deduction it may. Be a reduction in the charitable deduction, so a lot of people were motivated to give it the end of two thousand twelve gifts of appreciated assets or set up planned gifts at the end of two thousand twelve, and that is not going to be the same case in your end this year. Okay, okay. Just in that little little niche of planned giving them. But you’re you’re measuring realized bequest? Yes, we are ok at people’s deaths. Okay. I want to take a moment to send out some more live listener love. And also we have a contest for podcast listeners. Podcast listeners the nine thousand you listen on from itunes you are not for gotten by any means. We have a contest for you also. But let’s send live listener love teo, nanjing, china ni hao taipei, taiwan. I don’t know how to say hello in oh, no, taiwan is chinese. So anyhow, i do know, of course, and i know that china chinese has spoken in taiwan. It’s, common knowledge. Inchon, inchon, korea on you go and seoul, korea also neuro haserot lots of live listener love going abroad now for podcast listeners. You, if you want to win one of the subscriptions to atlas of giving? I want you to put on the show’s facebook page, i’m i i listen to the podcast and use hashtag non-profit radio i listen to the podcast hashtag non-profit radio and i know when the podcast comes out so live listeners don’t think you can get away with this because i know very few people know when the podcast goes live so that’s on what did you say on facebook? That’s on facebook podcast listeners only i’m going to give away three to podcast listeners three atlas of giving subscriptions i listen to the podcast hashtag non-profit radio on the show’s facebook page. Okay, rob let’s, talk about how the different sectors are going to fare in twenty thirteen who who looks the best? The best is again well, not again, but the best sector forecast for two thousand thirteen is the environmental sec geever up five point nine percent now that helped that’s helpful and good, but again, the environmental sector is the smallest sector of the nine we measure so there’s. You know, i could speculate as to why the environmental sector is doing well, i think. It has a lot to do with the fact that many of us are more in tune with environmental issues than we’ve ever been before. What is that? What is the largest sector? Well, of course, the largest sector is religion, religion, e-giving your churches and religion okay, predicted to continue its declined one percent at a time. Yeah, well, actually, religion is actually going to gives to churches and religion is forecast to experience a really decrease from two thousand twelve to two, two thousand thirteen, so not only in well, is it going to decrease in percentage of overall giving that it represents also yes, another percent down to thirty probably will be another person for i think we’ll be down to thirty for ok. And how much do you predict that the overall giving to religion will decline? A little less than one percent point eight percent so nearly flat. But it is what we’re showing today is that by this time next year, gifts to churches and religion will have shown a decline. Okay, now all of these predictions get refined every month after month, right? So atlas of giving subscribers and the lucky people who win the wind the subscription khun see month after month how the different sectors are predicted to do for the for the next twelve months or in the next twelve months, right? Not just to the end of the counter here, but for the next twelve for the next twelve months. And this is important as a practitioner, because if you’re setting a budget and let’s say your fiscal year doesn’t start with january one when i was at the american cancer society, our fiscal year started september one, so you want to be able to have a forecast so that you can do your budgeting based on what you’re this whole year is? And one of the other things i’d say that’s important about the update monthly in the forecast is i was at the american cancer society in two thousand won and we were having, ah, good year and most organizations in america, we’re having a good giving year in two thousand one, and then we had september eleventh and the world change and giving came to a near stand still for six months, and so just, you know, there are events that unfold oppcoll month to month not every month and and not every day, but events effect giving. And so a dramatic event like that obviously has a big impact. But their events all over all over the u s all over the world that an impact giving and that’s the reason for checking in regularly with the atlas to see what the forecast has become. Let’s, let’s spend a little more time on the different sectors. Sector predictions for two thousand twelve why don’t you just go through a sari for two thousand thirteen just in the two minutes or so we have a break one before we have a brake lines just run down what the sectors look like for this year. Health is going to be just a bubble above flat at point three percent growth education will be two point, six percent growth, human services, and this also includes disaster services, up four point nine percent. So compared to the field, that sector is expected to do well. The arts up two point seven percent i’ve already talked about the environmental sector up five point nine percent international, up two percent. And then our unallocated sector, which includes things like donorsearch advised funds and those don’t then those charities that don’t fit well in another category up three point seven percent. Okay. And so that analogy hated would consider would include all the social service, human service agencies, grassroots agencies. No, no, no. Those those would be in our human services and disaster. Yeah, we do have human services and disaster. Yeah, i said okay, just a minute or so before the break. Why don’t we just run down? What the different sectors are in terms of which is largely no religion is the largest on that. Gets predicted to get about thirty four percent of giving. Yeah, religion. None of the other fact. How do the other sectors? Fair. Religion is the largest. Currently thirty five percent. Education is next with sixteen percent. Human services disaster services. Twelve percent of the entire giving pie. Um, the unallocated sectors ten percent society benefit eight percent international, five percent. The arts for percent. And the environmental sector is at two percent of the pie. All right. When we come back, we’ll talk about different sources. Oh, and predictions for two thousand thirteen. Stay with us. Snusz you’re listening to the talking alternative network. Duitz lorts cerini are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the roof because of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte m o nt y that monty taylor. Dot com. Talking alternative radio twenty four hours a day. Even more live listener. Love going out tio, gwangju, korea, on yo haserot and fu zhou, china now also tonawanda, new york and philadelphia, pennsylvania. How you doing? Another survey question that i want to share with listeners was, do you benchmark your charities giving against others in your state? The previous question was by sector by state, it’s actually reversed on ly one third said yes to that by state, and two thirds said, no, they don’t, and in a couple minutes i’ll have the answers for different types of giving that charity’s listeners are our benchmarking. Rob let’s, let’s. Look at some of the sources of giving in two thousand thirteen, individual, we’ve said a couple times is the biggest. How is individual going to fare in twenty thirteen? Well, consider the context of total giving for the u. S is projected to go up one point, six percent individual gifts. We’ll be up one point, two percent. Foundation gifts. And this is an area that practitioners might want to focus on next year. Foundation gifts are our forecast to be up four point nine percent. Okay. How did foundation do in two thousand twelve, they were up nine point three percent. Yes. Okay. All right. So so foundations is kind of the highlight by source. The low light. Well, before i get to the little light, i’ll give you the other kind of sad news. Tony, given your background is the request giving. No, we’ll only be a point. Seven percent. Now these air realized request. This is not this is not pipeline sort of stuff and plan giving. This is actually realized bequest. This is interesting. So that means that the people who created gift by will years ago are going to die at a slower rate or their gifts or smaller in their wills. What could you possibly know this? Well, there’s. Some demographic factors involved. And so yeah, i mean, the death rate, the population, the age of the population, those sorts of things matter. But more importantly, and more specifically, the value of our persons of state is what matters the most. And so, as you well know, many people leave a percentage of their estate to chair to a number of charities. And so when the value of their estate, because of the value of the stocks that are in this state or the value of the real estate that’s in the estate is is lower than the bequest, the actual realized request number becomes lower. Okay, mix mix. Good sense. I see how you could know that. Ok, why did you continue? Go ahead. S o the sources. So one left and it’s it unfortunately is going to be the low light forecast for two thousand thirteen. Corporate giving will actually decline slightly. Just it’s basically flat but it’s forecast to be down point three percent. Okay. And what would i thought? We’d said religion was going to be down. Well, you were talking about that’s, a sector and i’m talking about me that i’m screwed up. Okay. Sorry. This is sources. Yes. Alright. So business foundations the low light down. Three tenths of a percent. Okay, now this is interesting. Individual giving is going to be up just one point two, um and overall giving will be up one point. Six. Yes. What’s ah, what’s. Boosting the overall foundation giving. Okay, it’s okay. And what’s the percentage that foundation giving represents to the to the total foundation e-giving represents rob on the spot you got me on. Ah, got its thirteen percent of all giving excellent. You have these numbers. He makes you think he’s sifting through papers, but he just he is modest. He has these numbers off the top of his head. I’ll share another survey result. The question was, what types of giving do you benchmark? If if you do benchmark what types of giving total giving? About eighty six percent of people benchmark total e-giving e-giving at specific dollar levels about forty three percent. About twenty seven percent benchmark private foundation giving and about fifty seven percent said that they benchmark corporate foundation giving and nobody benches their planned e-giving i’m dismayed by that it’s interesting there’s no competition in in the death business, which is my business. That’s why i say that my business’s plan e-giving, um, we have just a couple minutes left, rob mitchell and i want to ask you take a love moment. What is it that you love about doing the atlas of giving what is it? What? What drives you about this? It’s it’s learning essentially because all those all those decades is a practitioner. I didn’t have access to this kind of information, and if i were a practitioner today, this would definitely drive how i allocated my fund-raising resource is through the year how i did my budgeting, it’s it’s an amazing thing how how i distributed my fund-raising budget as an example diversification of the way you raise money makes a huge difference and understanding who how you raise money and who you raise it from makes a huge difference to and can increase the levels of your giving. And so we’re learning things because we have access to this information that we’ve never been able to know before, and that is what keeps me going. I really do love digging into these numbers. Rob mitchell, ceo of atlas, of giving it’s at atlas of giving dot com rob, thanks very much for coming to studio from texas being a guests pleasure loved it. Happy trails glad to have you back next week author yana jane hoexter will be in the studio for the hour talking about her book, grantwriting, revealed twenty five experts share their art, science and secrets. We have nine thousand listeners, a little over nine thousand listeners non-profit radio and fewer than twenty itunes readings. Let’s, go get the number of itunes ratings to reflect the nine thousand people who are out there listening to the podcast. Why? Why does why does tony think that’s important? Because that gives us prominence in itunes and helped expose the show to more non-profits therefore, helping the entire charity community so help raise the stature of the show, and that will help other charities. You can help. You could do that by let’s by getting the number of ratings up, and my goal that i’m setting is one hundred. We’re at a little under twenty right now, so that’s a fivefold increase there’s a goal of one hundred, i’m asking youto go to itunes and give the show a one through five star rating live listeners as soon as the show’s over go to non-profit radio dot net and then from there you can get the itunes non-profit radio dot net is the list of the shows in the archive. From there you can view the show in itunes and give us a rating one through five podcast listeners. Please do that let’s, get to one hundred ratings and help share the show with mohr charities, and i thank you very much for your help with that, our foreign language. Good luck, the way performers say it feature is over. I’m declaring it over, it has had enough. We were everywhere from serbia. Yeah, serbian, croatian, teo french, and we’ve we’ve had enough. I’m saying sayonara, chow mary-jo to that feature, our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by regina walton of organic social media, on the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p, m eastern at talking alternative dot com, which is talking alternative broadcasting. Hyre think that shooting the good ending. You’re listening to the talking alternative network, waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. 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123: The Future Of Planned Giving Marketing & Free Radio And TV To Boost Online Ticket Sales – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Greg Warner, founder of MarketSmart

Amy Spencer, market manager for Blackbaud & Kevin Russell, professional services manager for Blackbaud

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Welcome to the new year it’s january fourth of the new year. I hope you had lots of time for family and friends and good times over the holiday and time off from work. Oh, how i hope that you were with me long ago on december twenty first because i’d feel terrible if i had heard that you missed candidates for causes. Robert egger is the president of sea forward working to rally candidates around non-profit platforms, he and i talked about how to assess those in your local races, getting the non-profit agenda before them and how to support the candidates who step up. Also, it was computers crash. Scott koegler, the editor of non-profit technology news and our tech contributor, reminded us that technology can let us down imagine that your computer hardware will only last so long, and you should have a plan for replacing it to avoid a crisis. I talked to this former chief information officer about the hardware, life cycle, budgeting and planning this week the future of planned giving marketing greg warner, the founder of marketsmart, shares his insights on multi-channel awareness building, generating and cultivating leads and tracking what works and free radio and tv to boost online ticket sales. Amy spencer, market manager for blackbaud, and kevin russell, professional services manager for blackbaud i want you to recognize that you do have leverage with the media and that sending press releases is no longer the way to get radio and tv exposure for your event. This was pre recorded at the bb khan twenty twelve conference last october between the guests on tony’s take to my block is challenge the status quo, i heard you don’t be afraid to ask why i will talk about that. And after the bb con interview toward the end of the show, i’ll talk a bit about the just revived ira charitable rollover that’s getting a lot of talk in plant e-giving circles right now, it’s my very pleasure to ah, welcome greg warner. He is an experienced multi-channel marketing executive, he’s made tens of thousands of cold calls and closed thousands of deals, which give him a unique perspective into howto partner sales strategies with targeted marketing initiatives, his company marketsmart has helped lots of non-profits, including the american diabetes association, life matters, home health care, the association of the u s army and city of hope cancerous search center on twitter he’s at greg marketsmart he runs the linked in group smart planned giving marketers greg warner, welcome to the show. Hi, tony. Thank you. Happy new year. Thank you very much. Yeah. It’s. A good one. It’s going to be a good one. All right, we got it. We got the future of plan giving marketing to look forward to this is something to live for. Um, you want teo? See non-profits do broader prospecting around planned e-giving what? Your ideas around finding new prospects? Well, the first concept is a bit non donors and people that you may not find on your radar through predictive analytics or data modelling, uh, often will leave you gifts. And some of our clients tell us it’s more than fifty percent of their plan gift not all but that’s. A sizeable number. And you want to leave that on the table? Okay, so you need to broaden your approach, okay? And, uh, let’s talk about some of the waste to get doing. That ok? Well, it all depends on how much money you have, of course, and most folks don’t have a lot of money. So you want to look at the, uh, tools and channels that are available to you, uh, in order, teo, you broaden your reach, one of them, and i know a lot of people probably cringing the sound of the word facebook, but, you know, it’s a very simple thing when you think about the fact that people who engage with your organization on facebook they like you. Yeah, you know, we don’t cringe on this show. We don’t cringe around facebook way have any sample ward social media contributor she’s on every month talking about lots of social media networks, but facebook certainly among them. So we don’t. We don’t cringe when you talk about staying playing e-giving circles sometimes ah, cringe at that because it’s hard for folks in plan giving, understand how to connect the dots. Okay, well, let’s, let’s connect them for them. Why? Why should plan e-giving professionals be paying attention to facebook? Beyond the fact that a billion people are on facebook, but they’re concerned typically is age right playing, giving? You want to talk to people in their sixties, seventies eighties? The concern is that they’re not on facebook, but what? Where’s? The disconnect. Okay, so first you need to dispel the myth. So my mother in law come on. By the way, i got into all this because my wife’s a diabetic and i wanted to find a way to generate lots of money for the american diabetes association. Okay, my mother in law, of course, her mom is seventy two years old. I don’t think there’s too many people who are on facebook more than my mother in law. And again, she’s seventy two years old. Now what? God, god bless your mother in law. Of course i love all mothers in law, but even the ones that aren’t my own love them all but that’s, you know, people going well, that’s an anecdote. Okay, there’s one seventy two year old what do we know in aggregate? About sixty, seventy, eighty year olds prevalence on facebook. Well, i don’t have statistics on that, so i don’t know if i wantto start shooting off on that. But i will say that they have mor e i think it’s easy. To say that they probably have more time on their hands, right? Well, what what’s been the experience with your clients around facebook and planned e-giving well, here, here’s, just a basic example is that if those folks are there and let’s let’s, remember that younger donors forties and fifties air really when people are making their first will anyway, and if you want to get in there, will you should be planting the seeds of legacy gift because everyone at some point is going to contemplate their immortality, and they’re what ruffle james calls a symbolic immortality. So how can they live on after their lifetime? Okay, and if you start planting seeds just with basic awareness efforts, meaning if you get a gift, why not talk about it on facebook? How you say it, you have teo talk to your social media folks, make sure that you’re not overselling our overstating but it’s news, it’s information it’s something that’ll plant seeds in people’s minds. Okay, excellent there’s there’s an idea what else? What else should we be doing on facebook around planned e-giving well, if you have a comprehensive marketing plan and you have a lot of people who like your, um your page, then? It’s really important to realize that you can advertise on facebook so you can advertise to your like the people who like you? Yes, with, um, uh, little ads driving them to a landing page. The best offer is something like an offer free estate planning information or how to make a will. Okay, so this is buying facebook ads buying a facebook ad related to plan giving. Yeah, and you only pay for every time someone clicks on it. Or you can pay for impressions. But it’s very inexpensive. Really. Okay, what does that mean? Watch now, i haven’t had anybody in jargon jail for weeks and weeks, but you’re skating very close on since it’s been so long, i have a very itchy trigger finger to throw somebody in there. So what does that mean? Facebook, you can pay by the impression every time that your ad appears is considered an impression to a user versus paying by the click. Right? Okay, all right. We have just about two minutes before a break. Do you like to see greg non-profits have a devoted planned e-giving facebook page or you’re talking about the organizations overall presence in there on their own face and their facebook page. Without a doubt, i think it just should be something that implemented integrated into their overall presence and just it’s news it’s just sharing information with their friends. Okay, so so not necessarily a devoted planned e-giving facebook page for the charity. Okay, nobody well, i don’t think anyone will go to that, okay, what’s again, just about a minute before a break. What’s another, um, channel that you like to see exploited in planned e-giving that that people aren’t doing enough? Well, i think email has the most power when it comes to plan giving marketing, and we’ll have tto dig into that a little bit more when we come back. But it’s so inexpensive, but it can also be used the wrong way. It’s a hammer like you could break stuff with it, or you could build stuff with it. Okay, we want to build, right? Yep. Okay. As greg suggested, we will talk more about email and other channels and the future of e-giving marketing right now, i’ve got to send some live listener love. Oakland, california. Atlanta, georgia. Shanghai, china taipei, taiwan. Welcome. Live listener love to those four cities when we come back more with greg warner in the future of plan giving marketing. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent more live listener love. Seoul, korea fukuoka, japan. You’re with us regularly. Soul and food, coco, thank you very much. New bern, north carolina, bethlehem, pennsylvania. Live listener, love all around the world, it’s. Incredible. All right, greg, whatever charity’s not doing with email, or why, what do you see them using it as a hammer? How are we misusing it? Well, a lot of times, especially for plan giving marketing. Email is used to sort of shout out at their prospective donors that you know, for instance, here’s a whole bunch of information about ways that you can make a plan gift here’s tax avoidance strategies. You know, um, shouting in the for-profit world, the private sector just like in the nonprofit world, it’s never a good idea to just blast and spray messages, but rather to generate leads and find people who want to hear from you and then cultivate those leads with highly relevant messages over a long period of time. Okay, let’s, break this down a little bit. How do we how do we get started in being more sophisticated with our email? Okay, well, again, first is starting with a good list and that’s what we’ll call a opt in list, and that begins with offering something in your awareness campaigns or your acquisition campaigns usually plan giving. Or i would say, a state planning information to get people to request that offer. You always need a good offer. Is that them? When they do, they go into the culture cultivation pool. Is that the opt in the acceptance of the offer? Is that what you mean, by opt in where you’re treading close again, you want teo, let them know that you’ll be sending them or information when you send them the first piece of information and okay. So after you send them what they’ve asked for a tte the same time, you send them that they would ask for your telling them that they will be getting mohr and you give them a chance to opt out of getting more exactly. Okay, all right, you better watch yourself in drug in jail. Your little your little risk taker? Uh, yeah. I want to be in jargon. No, i’m kidding. I don’t. I don’t get the first person i said don’t smack me around later. All right, well, don’t tease me. Um, let’s. See what? We have a good list. We haven’t opted in list. What’s next in being more sophisticated with email. Okay, if you’ve done your opt in, right and let me take one quick step backwards is that you’ll ask people what are their interest? What? You know, are they looking for ways teo get income for life that would kind of put them into the pool of possibly wanting message is that refer to charitable gift annuities. Okay, now, how do you how do you ask these questions? You know, in a poll by email or how you eliciting this information? Generally, before you give them the information that they want. Like if it’s a state planning information, you’ll want to ask them what topics are interesting to them. Ok, how do you ask that in an email with a pole or a link to a paul? How do you do that? Okay, good. It’s going generally part of the landing page. Okay. So where they request information that’s on a page that they lend to request that information, then the questions pop up. Okay. Do you want this information? Do you want this brochure or that one? Uh, you know what topics are you interested in? You can even ask a tw. What stage are you in? In the consideration process? Have you ever considered leaving a gift in your will? The number of questions that you could ask you should be. Keep it short, but you should try a new one. Okay, so you’re trying to get people to identify themselves as having interest in plant e-giving topics and specifically which one’s, right. Which dump and most important, why not throw in the question? Have you already left a gift? Yes. Okay, right. Critical physical because you’ll fight. Go find a lot of people. The next step is sending relevant information over time. If they’ve already left a gift, will first, of course, you’re going to want to thank them, hopefully personally, but at the very least, you’re going to want to put them on a cultivation or i’m sorry a stewardship track. You want to welcome them to your recognition society for planned e-giving or however it is, you do it to say thank you over the long term. Yes. Okay, okay. That was a little digression, but an important one. Very important. You don’t want to lose that gift. Remember, you can always lose a gift. Just is often just as much as you get one. If you’re not. If you’re not saying thank you enough and properly and for sure, after the person reveals that they’ve included you. Yes, absolutely so let’s. Go back now you have ah, you have your you’ve qualified your list and it’s it’s opted not only opt in, but, you know the topics that people are interested in each person’s interested in how do you continue to become more sophisticated with your email? Okay, now i’m going to try my best to stay out of jargon jail. You said you wanted to be there with your flapper somebody’s into flip flopping. He’s a flip flopper page. Okay, cookie can be placed on their computer. Yes, not only are they opting in for your messages, but if they didn’t fill out the form because they just decided not to. Because of that cookie, they could get ongoing banner ads for quite a while. As long as you decide throughout wherever they navigate on the internet, really and that’s called retargeting, so if they got interrupted, if they just decided not to fill it out, then you could have these ads driving them back to that page or a different page, maybe just sending them to maur, symbolic immortality messages or videos or something different that’s about legacy e-giving interesting. Now, i know this goes on because after i fill out our something or i go to a site somewhere, then you know from time to time i’ll see banner ads or pop. Up ads on a completely different sites related to the topic that that i was exploring a week earlier. So i know this nefarious stuff goes on. It’s a highly effective kind of marketing. It works, and again, you can pay for it per click or by impressions. Okay, thousands. Okay. And tell me, what is this marketing called again? That retargeting retargeting? Okay, because you’re re targeting the person’s advertising. Is that why it’s called that? Yeah. They already got halfway to making a decision to commit to something with you, but they didn’t go over the edge. So you want to read the this is most famous for shopping cart marketing? Like if you were on amazon dot com. But you didn’t buy that that that book? Yes. They’ll you ads for similar book, right? They know the amazon, of course. Very sophisticated. Okay, but no reason. Charity shouldn’t be equally sophisticated. Course. Okay. Is there more? What else can we say about email? This is very interesting. Okay, so once you get them to opt in and fill out their information so that you you know what they’re interested in and you’ve got that cookie, then you can start tracking them schnoll not only should they go on track that we call marketing automation tracks to get emails that are relevant to their interests, but you need to track where they click every time you send those e mails. And again because of this sophisticated tracking that i’m talking about in these cookies and, uh, i p address capturing i p address, by the way, is just the address of where their computer’s located. Thank you. Okay, by using those tracking tools, you can begin to capture who’s coming back specifically which individual person their name is coming back and visiting other pages that you are pushing them, too, with your ongoing marketing email. Okay, as they come back and as they engage more, the more they more they engage. They can then get lead scores, so if they stay online for a certain period of time, if they click on a certain number of pages, if they keep coming back three, four times, you can determine what kind of scores you want to give each individual person and program it, then based on where they go, how often they come back all those different things you can program different messages. You can slow down the number of messages that go out or increase the number of messages that go out each individual and again they need they should be relevant based on their interests. And this should break apart, sort of into into gosh, like a a flow chart, so that if they change their mind from the c g eight track for charitable gift annuities, then perhaps they moved to the bequest track because of where they’ve been clicking. Then they get different messages. I see. Let me remind listeners greg warner is the founder of marketsmart, which you’ll find at i marketsmart dot com either letter i so this email sophistication that you’re talking about can all be automated. You mentioned? Yeah, the the idea is to try and plan it all out as best as you can in the beginning. Okay, right. Okay. So you have your laying out these different tracks, but then you’re also tweaking as you get results back from all this tracking. Right, exactly. Takes time. And no, no everybody’s campaign is different. You have to make it. Look at all that. All the tracking and all the data. You’re collecting, review it and then tweak the messages. But all this tracking is valuable because you’re seeing people are not going to certain pages or you’re seeing an abundance of people clicking on different options so you can see the way people are moving through your through your whole system. Exactly. And i want to throw in the traditional marketing combined with this is very important because email is powerful and and you can do all this, but you can also signal to then send certain types of letters and brochures or whatever to these folks based on their interests. Okay? And that gives it an even bigger hit. Because, again, a cz you mentioned, a lot of these folks are older, and this is what i call an enterprise decision in the private sector. This is not donating. Five dollars or twenty five dollars, is creating a legacy for yourself and it’s. Usually a sizable gift. Okay. Okay. So we’re not cultivating these people for for small annual gifts or something like that? No, no. And and the idea is that for enterprise decisions, people usually want, uh, some kind of printed material. They want personalization they want. A hand signed letter. You know, i always, uh i look att helling plan gives similar toe selling cars. I mean, generally, the gift size is about what a car costs and, uh, it’s a long cultivation process on dh some people by mini coopers and some people buy bentleys, right? So there’s, plenty of room in plan giving space for all the people on that entire spectrum. Give me we have just a couple minutes, and i want to get into your some of your artist work also and how that relates to this. But you mentioned that email could be a hammer what’s one way that aside from to frequent that’s that’s an easy one we know to frequent emails could be bad. What’s another way that email could be abused and turn off your prospects well, if you’re shouting ill irrelevant information at them on dh often, uh, this can relate to tax avoidance strategies. There is a certain segment of the population and plan giving donor base that is very motivated by that. And i don’t wanna offend all the folks or my potential clients. But in plain giving there’s too much of a focus on taxes or i should say, death and taxes. Yeah, that’s really not. What motivates people? It’s no it’s love of the institution. So but with the with the targeted information that you have the specific information that you have prospect by prospect you can avoid sending tax avoidance information to someone who only wants to talk about a charitable request. And the reason that they’re interested in plan giving is that they love your institution. Exactly. Okay, i’m gonna i’m gonna neo-sage go into a different direction. You’re you’re very much an artist, oil painter, musician, singer and songwriter what’s the what’s, the relationship between the arts and marketing and sales. Wow, boy, i didn’t realize you did that kind of research on me. Thank you. Put it in your bottoms and research at all. I mean, i might have to think about that a little bit off the top of your head. What’s. The relationship was voted class artist when i was a kid in high school. But that’s not so i that’s not your credential. That’s not why it’s in your bio is because in high school you were voted class artist. Now you know it’s, just something. Women on morals if that’s the case he’s been awhile there, right brained people on their left brain people. And i think in business, in marketing, in anything you do, you’ve got to be creative and and open your mind to new ideas at any moment. You really have to just kind of keep, keep trying new things and be experimental and dahna whether you’re painting or writing a song or singing a song it’s all, uh, about experiments and changing things up, tio get that harmony to be better to get that color, to be better to get something to move people in an emotional way. Bilich outstanding and that’s and that’s what we just finish talking about in in plan giving marketing. Um, what is it you love about this work, greg? Wow. It’s interesting. I was talking to our account coordinator today. Uh, we were working on a new campaign for the navy marine corps relief society, which were just so excited about this and that hole at the end of it, we spent an hour and a half in front of a huge white board we have in our office and we go through everything. Everything. Everything, and then i looked at her at the end and i said, you know, what’s so great about this is that at the end of this, we’re gonna run. We’re going to raise so much money for sailors, marines and their families isn’t that awesome? And i just got this warm feeling inside. I’m like, isn’t this great? I mean, i get paid to do this and it’s just i’m gushing because that’s it’s so fantastic. Outstanding. Greg warner is the founder of market smart, which you’ll find it. I’m marketsmart dot com on twitter he’s at greg marketsmart and you can find him in the linked in group smart plan e-giving marketers lots of smart lots of smart going on. Greg warner, thank you very much for being a guest’s. Been a real pleasure. Thanks, tony. My pleasure. Right now we’re going to take a break. You know about that. And when we come back, uh, what the heck we’ll do, tony steak too, of course is tony’s take do and then we have free radio and tv to boost online ticket sales. So stay with me e-giving didn’t think dick tooting good ending things you’re listening to the talking alternate network. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back time for tony’s take two at roughly thirty two minutes into the hour. My block this week is challenge the status quo from questioning the way you track prospect visits in your office. Teo revamping a newsletter concept maybe, or adding a theme too on annual dinner or lunch that seems to be kind of in a doldrum year after year. My urging is that you start to question, how come we do it this way? Why? Why did we do it this way and not not just accept tradition? Which, as as a ah boy scout leader told me when i was in my teens, is often a mistake made more than once? That was his definition of tradition, so i’m just charging you don’t be afraid to challenge why do we do things this way? Especially if you’re the one who’s in the trenches doing the work day after day, year after year? You have an outstanding perspective on which things aren’t working and how they might work better, and my suggestion is that you start asking questions. The ones who are crazy enough to think they can change the world are the ones who do. Oh, and in my block post there’s an apple video, which is a commercial around that exact that exact thought and the blah ge is called challenge the status quo, you’ll find it at tony martignetti dot com and that is tony’s take two for friday, january fourth, the first show of the year. I want to send some more live listener love kitakyushu, japan i hope i’m pronouncing it right we had a dispute in the in the in the studio here i went with tata kyushu, japan i hope that’s correct live listener love here’s one i know i can get laurel, maryland i hope i pronounced that right laurel marilyn live listener love and new york new york where are you? Where in new york, new york? I wish? Tweet us, use the hashtag non-profit radio and tell us where in new york, new york you are. We’re on west seventy second street right now, and i have now a pre recorded panel discussion to people from bb khan twenty twelve conference and they’re talking about how to use tv and radio for free. Teo, increase your online ticket sales amy spencer, amy spencer and kevin russell and here is that interview. Welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we’re outside washington, d c at the gaylord convention center with me now are amy spencer and kevin russell. Amy is market manager for arts and cultural at blackbaud and kevin russell is professional service. Is that’s a plural professional services manager at blackbaud he delivers multiple services professionally, maybe. Kevin welcome. Thank you for having it. It’s a pleasure to have you. Thanks for taking time on a very busy day. Problem you’re your seminar topic is pretty curious. Make your online ticket sales soar with television and radio for free. Amy, why don’t you acquaint us generally with what the possibilities are? I was sure. Well, i think the thing that people need to understand is that i have well have twelve years in background in tv, so i was the general sales manager of the tv station, so what i did was i actually set the pricing, and i’d look at thehe veils and i and i sold the inventory things like that and what people most often thought that they could come into the building and say, well, i know by law, you have to give me free advertising and you don’t they’re by n a be the national association of broadcasters, we do not have to sell to any certain group which covers non-profit so i think one of things that people need to understand is that they don’t owe you anything, however, a lot of times they would come in very entitled at times and say, here’s, what i need you to do and here’s my p s a and i want it on the air and i’d preferred in the news and if not primes, ok, well, that would get them nowhere. So the thing that i would always say is, first and foremost, you have to figure out what to leverage on the non-profit side that you could take to the tv stations, and there are a lot of different ways to do it, and i still have a few tips and tricks, but one of the things is to figure out who in the tv station you can get to know and one of them is your general manager, and one of them is your general sales manager, and you have to explain to them that you have brand equity, that they can leverage and also make money from so not unlike fund-raising this is we’re actually going build some relationships in theory. Yes. Ok. So for those organizations who picked up the phone and called me a sudden appointment, it was amazing how many of those actually got on the air and that was maybe before they even needed something from you or wanted something from her act. Oh, this relationship it is. It is one o one. So so a couple things is they need to figure out i think there are three different ways non-profits khun get on tv and or radio for free? Um one they need to look at their board. They need to figure out who was on the board and what cos those board members own and or are highly influential within. Okay, we’ll have time to go into detail. Why you took him off the other two now and then we’ll come back and teach sure three ways you can either have the board jump in and and pay for that tv time. Ok, not on your dime. The other one is to have the tv. Underwrite you and i’ll get more into the detail later, and then the other one is to work jointly with each other and bring in a sponsor on your own. Okay, kevin, you wantto you wantto say a little more about the first one working work-life king to you’re looking to your board, working with your board shorts. So as you mentioned, this is relationship building and we all know people who know people, i’m in the local market. It is likely that one of your board members does have a relationship with the television station, maybe economic relationship. Maybe they know someone who’s there, and if they’re already engaged in advertising, buys this more amy’s forte than mine, then you could piggyback on that relationship and they might make sabat in the station and you might leverage that and say what? We’re going to make this a five thousand dollar buy. But the non-profit is going to get advertising on top of that so it can maybe not a condition. But if i do this, then please help this organisation. Does everything we’re talking about today include radio also its all this and or either one cracked. Okay, okay. And if i could jump off of what kevin was saying, i, for example, if somebody on the board had a huge car dealership that the tv station was already gaining thirty, forty thousand dollars a month from, well, guess what i need to make that boardmember exceptionally happy, so when that boardmember calls me says, oh, by the way, i’m involved with his children’s charity. What i want you to do is help underwrite that in the tune of five thousand dollars. You better believe most times more often than not, that tv and radio station will figure out a way how to make that happen. Okay, therefore, that non-profit gets all the advertising for free, as you would also mentioned having the board pay for for for baez. Look at me. I’m already i feel like you guys are the guys you got, like my dad follow-up certified. Yeah. So the other thing what what you could do is you can have them leverage it. And with their media buy, for example, go back to the car dealer. I own a car dealership. I’m coming in. I’m spending thirty thousand dollars. Well, if i go ahead and guarantee you that i’m going to do that for let’s say five months, and i get a high percentage that share, then i will also say well, and in return for just handing you one hundred fifty thousand dollars, you’re going toe hand my non-profit of choice additional five thousand dollars on top of that at no charge, so you can lever to you have on your board and what they own and or have influence around. This is not unlike what we might do if we’re we’re doing our research for grantmaking we’re leveraging the board’s relationship exactly. We’re looking at the board members who are on the foundations that we’ve identified that are that air funding, the type of work we’re trying to fund, and we share that we share a list of board members of those foundations with our own board. Exactly. We’re just leveraging, okay? Um, amy, you had said something earlier about what? What the charity brings to the to the to the to the outlet, sure, beyond our relationship with boardmember in trying to create this relationship that we want to have on our own charity to out, too, to a media outlet, why don’t you say a little more about what, what we should be presenting, okay, so for example, there’s a tremendous amount of brand equity within each non-profit and you better believe that that tv and or radio station wants to partner with those non-profits for example, a stage company, they want access to their patrons, they want access to that brand equity they have in the market, and they also want access to those sponsoring that organization. So in a way that you can leverage or for example, eh? Well, let’s, let’s keep going with that stage company, for example, so so they can leverage that stage cos organization on and worked together on promotions, they also want to get their news anchors out in the market, so what they can do is they can say, okay, well, we’ll come in with a partnership with you, but our anchors are also going to open up every show they’re going to welcome the audience, see, they’re they’re looking for different ways to get out on the market as well and on that market, and so if you give them the ability to leverage their raid equity, they’re on top of okay, kevin. It sounds like the supplies in all sides, media markets, it certainly would and maybe even eat more easily in smaller markets where the community is more tight essentially and we have amy, i work primarily with cultural organization, so they have these physical places they’ve got space is their community centers where people congregate, so when the talent goes out, there might be the opening of a brand new show and it’s a big event in this small community. So the on air talent is a part that community, and they want to show their face and be there so it does scale pretty well, the larger markets, he’ll have large organizations, okay, but another point certainly related is we’re not going to the to the outlets humbly, right, men, we’re going confidently. Amy said, we have we have equity that we can leverage that’s for your benefit, right? I mean, we’re not asking hat in hand now and that’s the one thing that i found that if and when they did, some organizations actually pick up the phone, explain to me what their mission is, what they want to accomplish. It was almost in a it was not. In the way, probably, it should have been almost apologetic. It iss its goal is and i know you don’t have time and and you know why it doesn’t work so well, it doesn’t work that way don’t approach donors that way. I’m sorry to have to ask you, it probably doesn’t merit your time, but could you talk to me? You know, we don’t know what you’re in my spot at three o’clock in the morning. Please be grateful for that, but we don’t talk to funders that way. Way should be confident that we’ve got the equity as you described it. Okay? Tv underwriting. Kevin, can you can you say something about the actually metoo probably speak better than that. I can that’s that’s her background, not mine. Okay, i think you’re referencing probably the third point, which is sort of a a joint relationship between the non-profit and if you don’t have somebody on the board and organization that can help underwrite from the non-profit stand than what you can do is that if somebody came into my office is a general sales manager and said, hey, listen, ah, i don’t have five thousand dollars, i don’t have this, however, what i want to do is i have this kind of equity, teo give you and let’s use that together and go and find that sponsor and or donor together, so it is going to be the non-profit it’s going to be the tv station and then they go out, the tv station now has the ability to engage their anchors and the non-profit and you better believe that those tv and a radio stations want to look like a hero and want to have their involvement in that. So you you’ve provided that, and then the tv station also has a brand new advertisers, right? So if you go out and work together to teo, come up with us, it is no money out the non-profits dahna i mean, you know, budget whatsoever it’s out of the sponsors, and now you’ve created a throwing three pronged relationship that typically will go for years and sort of a side note for what we did at the tv station. They almost got a four to one return on investment. You hand me five thousand dollars, i’m going to give you back close to twenty just tell us what. Tv station you’re referring to, like it’s in the charleston, south carolina market. Let’s. Just put it that way. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s, monte, m o nt y monty taylor. Dot com. Talking alternative radio twenty four hours a day. So i’m sorry i interrupted you anything more you want to say about that? This sort of working together, they will join you a sort of a little joint venture. Well, all i will say is that every single day we all sort of do the same. We’re trying to come up with revenue, we’re trying to meet our budgets, whether you’re non-profit or for-profit and if somebody walked in my door and said, hey, you know what i want to do? I want to help you make money and and and work with you in order to get new advertisers and sponsors, i’m gonna listen to you, and then because i control the inventory, i’m also going toe, then play with you in terms of getting you additional avails additional spots and things and some news coverage. Okay, so what now? I fear my notes from the top where are insufficient? I blended two things together, so there’s one more point, kevin wasn’t there there three things that that amy outlining the beginning and only two that we’ve talked about there through the amy outlined on the getting these basically ads for free, but part of it’s also what? We gonna do with it right? Being very strategic with how you use it was the other part of our session, which is what i’m going to do with his time. Um, in the cultural world, we’re suggesting that people should use this time that we get through any strategies to really promote ticket sales over other items and primarily pro those online. Why do you? Why do you select ticket sales over anything else that a charity might might convey? Cerini on television, we believe are really the ultimate one. Too many channel. When you’re on the internet, you can develop a relationship, you know, people sort of know who you are. You’re signing into things direct mail if you’re already in a not-for-profits database, they know who you are. But when where? On tv or radio it’s essentially an acquisition strategy or branding strategy. So these organizations, these local culture organizations, they may use these buys for branding it’s not going to do that? They’re an acquisition mode, and we want directing to buy tickets for our org’s the ticket really, is that entry into the organization we wouldn’t expect someone to hear and ad and go make a donation to a museum necessarily dahna relationship. They haven’t experienced that museum, but buying that first ticket getting through the door is what starts that process with the sorts of organizations so driving that ticket leverages the free items in acquisition, which generally has sort of with most trouble getting people for the door. Okay, maybe this is also the lowest cost entry point for for acquiring new that’s, right new donors noo noo, your supporters absolutely absolute that that single ticket might not be the ultimate lowest cost. Often, organizations have memberships that, over time would represent a better value, but in the moment it tends to be the lower cost, and some of these places are free and they’re just trying to encourage attendant so it could be a free entrance. We just need to know you’re out there. I know you want to come. Maybe you’re doing a lot of nodding. Did you want to act? No, i’m i’m for once agreeing everything what kevin is saying, okay. Dahna furtive, you work lee, charlotte area. Kevin says everything right, except the things i don’t want. We have a few more minutes left. What have i not ask you about regarding your topic that you want to share with arts and culture organization? So i don’t know there’s something even asked about. But we we just wanna let people know that there are ways to get your message out there on dh. We want our organizations to really think about what they want their customers to dio we get focused on fund-raising gonna focus on membership. We often forget that we need to recharge our donor base. Our member based with new people. We could do that for free and take advantage of it’s fantastic technology that everybody’s engaged in. We want people not to be afraid to go do it when they go to do it. Do it the right way. Use amy strategies. And it sounds like that’s sort of what motivates you around all this work? Absolutely. I explicitly asked, you know what? What do you love about the work that you’re doing? So i get to work with museums, culture organizations, people have fantastic art or, you know, help children learn every single day and my job is to bring software into these organizations so that they can use it to increase all that. So bringing in that first ticket by that first time ticket buyer is the end result of everything that i do, all of that on dh leveraging technology is, well, it’s fantastic to help the children’s touch museum that’s, right? Maybe. How about you share what you love about this work? Well, believe it or not, everything that kevin said, but what i want a message is, is there is an opportunity there, and i think automatically the non-profits think i don’t have the budget i can’t afford to be, i can’t afford a radio. Now, if you’re in the top five ten market, that may be the case. This is probably a mid market toe lower market strategy. However, there is opportunity there, and i have seen it. I’ve worked for twelve plus years with non-profits when i was at the tv station to help them do this, and i think i would just say, be bold, pick up the phone, get a relationship, explain your mission and work together, and you will absolutely reaped the rewards on this and it’s there to happen session that become is make your online ticket sales soar with television and radio for free? I think they’ve shared some outstanding ways of doing that really very simple, common sense, but things that people are not doing, certainly not doing and because they’re not aware. Amy spencer on dh kevin russell, thank you very much for being guest. Thank you, it’s. Been a real pleasure. Thanks. This is tony martignetti non-profit radio coverage of bb khan. Twenty twelve. Thanks very much for being with me and my thanks also to the people at blackbaud who helped me be there and do podcasting at their bb con conference. More live listener. Love it’s. Unbelievable. Mexico, sorocaba, brazil, beijing, china. Riverhead, new york. Right at the fork where the with the north and south fork split. Riverhead, new york. Hyattsville, maryland. La jolla, california. Live listener love tto all those cities. I want to spend a couple of minutes talking about the ira charitable roll over. This was just revived in the american taxpayer relief act of twenty twelve, which was passed by congress on january first of twenty thirteen. I love how they can play magic with the dates i actually read the act and on the title page it says legislative day, december thirty first, two thousand twelve so they just make up, you know, they were there on january first, but it was really december thirty first. I love how they could just do that. I wish i could time shift like that. This charitable rollover is really not a rollover. This is the last time i’m going to call it a roll over, right then that was the last time it’s actually a qualified charitable distribution that other word is a misnomer. So i’m not using that anymore and we shouldn’t be using it. But it’s popular it’s the vernacular and what it takes for your donors to do it is you have to be at least seventy and a half years old on the day they make their gift. The ira has to be a traditional aura roth. They have a one hundred thousand dollars per year maximum per person, not per ira that they might own, but per person and the distribution this qualified charitable distribution has to go directly from their ira to your charity. And i’m going to say a lot more about this on my block next week, which means that they’ll be more about it on tony’s take to next week and included in the block post next week eyes going to be a one pager that you can adapt for your own marketing and promotion of this of the qualified charitable distribution say, i’m avoiding saying that word, and so you’ll be able to download that and use that as well. So more about that next week. But just teo remind you, let you know that that ah specific distribution was was revived this week. All right, the rollover was revived next week. I’ll have another bb con interview leveraging your social media data to find advocates, team leaders and hidden vips with casey golden he’s, the ceo of small act, and mark davis, who worked a blackbaud also coming back with me will be our social media scientist, amy sample ward. I’m asking you again, please, pretty please, could you rate and review the showing itunes? I know, i know you don’t have to go back there. Nine thousand podcast listeners i know you don’t have to ever again if you don’t want to, but i’m asking you, please, i’m almost pleading. I am pleading, actually, i would say i’m pleading, would you make the special trip? Would you give me a one through five star rating and and maybe write a short review? But if you don’t want to write the review, just give us a rating so we can reflect the fact that there’s over nine thousand people listening, thank you very much for doing that, wishing you good luck the way performers do around the world. We have left poland were in poland for weeks now we’re in serbia, bosnia, bosnia herzegovina, montenegro and mathos because in serbian, the language of those countries break a leg is slow may nobu so for the week, i’m wittering wishing you slow me. Nobu break a leg in serbian our creative producer she’s embarrassed by it but it’s still clear meyerhoff sam liebowitz is our line producer, and this shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules, and i very much hope that you’ll be with me next friday one to two p m eastern on talking alternative broadcasting at talking alternative dot com i didn’t think they’d do you. Good ending to do. You’re listening to the talking alternate network. E-giving nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! Duitz you’re listening to talking on turn their network at www. Dot talking alternative dot com now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s, time for the truth. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both. Entertainment and education. Listening tuesday nights nine to eleven. It will make you smarter. Talking dot com.

119: The Bequesting Brain and Donor Database Dungeon – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Russell James, Ph.D., associate professor and director of graduate studies in charitable financial planning at Texas Tech University

Scott Koegler, editor of Nonprofit Technology News

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i very much hope that you were with me last week. It would cause me great distress. I couldn’t stand knowing that you had missed thirty four things to know about people. Andrea nierenberg, president of nuremberg consulting group, returned. She had so much simple and valuable easy relationship building advice from october fifth that i invited her back and the last show, which was, of course, two weeks ago, she had thirty four things to know and howto learn them how to preserve them and what to do with them, and her list of thirty for is now on the facebook page and are linked in group also get engaged to amy sample ward are regular social media scientist, social media contributor continued her siri’s on real engagement and building trust through the social networks. October was setting the tone this month. It’s your call to action. Amy is membership director for and ten the non-profit technology network and blog’s for the stanford social innovation review. I want to welcome new listeners. I need a big spike of listeners in october and i hope that you’re still with me in november hoped very much welcome. Welcome to the show this week, it’s, the big, questing brain professor russell james at texas tech university does neuroimaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former plan giving fundraiser and director of the graduate certificate in charitable financial planning has research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon scott koegler, the editor of non-profit technology news. Our regular tech contributor wants you to keep your donordigital base secure so nothing escapes. We’ll talk about inappropriate use sql sounds like jargon jail already inference and overloads between the guests on tony’s take to my block this week is charity registration matters. Why compliance with state charity solicitation registration laws is important? If you’re listening and you’re on twitter, you can use the hashtag non-profit radio to join the conversation with us there where monitoring that hashtag in the studio and i want to welcome my guest is russell james he’s, an attorney and phd he’s, an associate professor and the director. Of graduate studies in charitable financial planning at texas tech university, where he also supervises the graduate certificate and charitable financial planning. He has spoken at the f p international conference, the big twelve gift planters association and giving korea we have listeners from korea pretty regularly, actually, he’s presented his research at universities in the u s, spain, germany, the netherlands, ireland, scotland and england, but i noticed not whales, i guess the welsh don’t care for russell james for some reason, the welsh have not invited him, but the irish, scottish and english have he’s, a consultant to the south korean government, around their effort to adopt plant e-giving legislation, he’s been a plan e-giving fundraiser and a college president. Russell james, welcome to the show. Thanks so much, tony. Glad to be here. It’s a pleasure to have you. You’ve had a lot of jobs but a lawyer. Fundraiser, college president now, college professor, you’re you’re having trouble holding jobs? Yeah, that that is an issue. But hopefully i can. Okay, what’s next, the construction trades. Maybe. I don’t know. No, i’ve got ten years. I’m gonna stop. Okay. Well, that’s it you’re set. Okay. Um, our big questing brain. This is really very, very interesting to me. You do? Ah, neuroimaging research. Why did you decide to pursue this? Well, i’ve spent a lot of time in the area of fund-raising a particular plant giving, and there have been a handful of studies done on shared will get e-giving decision making in the scanner, but nothing had been done yet. Looking at decisions for request, a charitable giving. And so that was something new and something i was interested in. And after getting ten years gave me the opportunity to take about a year and a half or two years to learn how to do this neuroimaging so that we could proceed with finding out how the brain works. When you ask people questions about making charitable bequests, this is not a line of research that a non tenured professor would have the luxury of pursuing. Well, it it takes a long time. And since my original background is not in neuroimaging, it takes a fair amount of time to get up to speed with the process. And it helps having a little bit of job security before you start chasing rabbits like this. That’s one. Of the few jobs you have not held is neuroimaging scientist. Thank you. Um, and what was your methodology for this? So the approach was tio have people when they’re in the scanner, they can observe a computer screen, and we could ask them a variety of questions. And what we wanted to do here is we wanted to have questions that were identical but on lee different and whether we were talking about giving money or volunteering or leaving a bequest gift. And since we can’t actually enforce a bequest gift in the scanner, what we did is we ask them if you signed the will in the next three months, what’s the likelihood you might leave request gift to a particular organization. And we used about about twenty eight large charitable organizations on we also ask them about if they were asked in the next three months, what was the likelihood they might give, give money to the same organizations? Or that they might volunteer time to those organizations in the idea being here, we want to see what brain areas are engaged when people are thinking about the probability or thinking about this idea of, well, let’s. See if i was asked if i was finishing a will. How likely is it that i might do this? Okay, and you compare that with a current gift and volunteering, okay? And because you see those as as different methods of support. And so you thought there might be some different segments of the brain that are that are involved exactly. And also because we understand a lot more about current giving and volunteering because people engage in that behavior very frequently, we can observe it a lot. But the quest e-giving is something that people engaged in very rarely oh, and oftentimes not observed. And so we sort of want to compare with the thing that we know about better. Did the volunteer part did that involve boardmember ship buy-in a chance it did not. It was just a generic question of hey, if you were asked the next three months, right, your likelihood that you might volunteer time too. You know, the american cancer society, for example, okay? Because i think it was boardmember ship. I think their brains would have exploded inside your scanner. You have what we want to avoid. You’d have a mess, and plus you you have a dead subject. So it’s no, in these invalid research. Okay. Concerned with their safety. So that’s a that’s cool this other inside a scanner. And does this look like now? I’m just a little curious about the technology. Does this look like an emery that people slide into? And then the screen is above them? Or what does it look like? That’s? Exactly. Right? So they’re inside an m r i it’s a fairly large boardman sheen, but it still they’re sort of locked in there. And before they do this particular experiment, they get used to using the screen, have a couple of buttons that they can use on each hand to respond to questions on. So they sort of get used to and really, you know, they focus on the screen because there’s nothing else to look at. I mean, it’s fairly dark out there. And you have this projected image of the computer screen on that’s the process which seems very weird, but you actually get used to it pretty quickly. Is you’re going through these preliminary process? How did you get volunteers for to be subjects for research like this? Well, for this first for this first group, we just asked folks who were around the university campus so employees graduate students, that sort of thing in the future we’re looking at once we find the results to make sure that those results are also replicable when we are doing with other populations. Ok, i see grad students. I mean, they’re hungry. That right? So for twenty five bucks, they’ll do anything. You know what? They are paid. Yes. Ok. Eso what did you what did you find? I’m interested in what you found across the three different types of, of, of gift of a way of ways of supporting now also, russell, we just have two minutes before our first break. So just, like, sort of tease what? What you found what we found was two different areas that were much more strongly activated for bequest decisions. Van forgiving, volunteering decisions. Those two areas are the call once called the peculiar and once called the lingual gyrus. Now the brick union is something that’s engaged frequently. When people are taking an outside perspective on themselves, sometimes called it’s been called the mind’s eye. And the lingual gyrus is actually a visual or visual ization area. So when you’re dreaming, for example, you will engage the lingual gyrus, and if you have damage to that area, it can eliminate your ability to dream. So we saw these two areas and independently we’ve got some activity that involves people looking back on themselves from an outside perspective and also engaging in visual ization. But what was really exciting is what we found in other studies that simultaneous osili activated both of the same areas that i think is a lot more applicable to this situation where we’re looking at now so i can tell you about those way have time, or we’re going to take a break first. You said the lingual gyrus is the dream center. Is that right? It’s engaged in that engaged okay area. My lingual gyrus was was hyperactive last night, but you’re probably not into interpreting dreams out suppose you dont go that far do don’t go that far. All right, well, we’re going to end with you, then we’re done. No, russell, james will of course stay with us for this break. And i hope that you do too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back were with professor russell james from texas tech, and we’re talking about the requesting brain. We will not be analyzing my dreams. Sorry, but those were disappointed in that, but we will continue. Of course, this is conversation. So this is russell. This is what people sort of their self image and and what you call, sir there, their life story right in the reason we say, that is we looked at some other studies that engaged both of the same areas simultaneously. And one of them, for example, was where they i had older adults in the scanner in their sixties and seventies, and they were shown photographs from across their life from the the different ages of their life. And when they saw those photographs in the ones that they remembered what they were doing, they remembered exactly what was happening in these two areas were much more strongly engaged. And so the idea is that these are areas there is associated with what we would call visualized autobiography and there’s, a variety of other studies that also suggests that your reasonableness of this conclusion so the idea being that when people are thinking about making a charitable request decision they’re actually thinking about this concept of how does this fit in to my life story? It’s almost like they’re riding the final chapter of their autobiography and asking about whether or not this cause or this organization fits with that life story. And so it turns out those are very different questions than we might ask with, say, a current gift issues that are in other context, really important, like what’s the next big project, or how financially financially good is this organization, those things sort of fade into the background on this actually fits with some other research that was just finished last year in a phd dissertation by claire roundly and united kingdom, where she interviewed folks about why they had left money to the organizations that they had identified in their in their state plan. And it turns out that really it was all about their life story, it was about their connection with the cause, or with the organization because of something that had happened to them or to a family member that makes that that connection come together. So this it’s a little bit with an example, one of my friends who’s been planned e-giving after he graduated from law school and had this background training when he would go out and talk to people, he would see that they had all of these tremendous tax advantages that they could take advantage of. Maybe they’ve got qualified money that they want to make a gift and, you know, there’s, a state gift and there’s ways to do that, and he would start by talking about that. And he said i had to learn to stop doing that, that what i needed to do was to start by asking, how were they connected with the organization? What was their life story and how it was it was connected in on so that seems to fit with some of the things that we’re seeing in the scanner here, okay? And that’s pretty widely recognized, i think that it’s it’s, the love of the, the charitable work, whatever it might be feeding people, sheltering, education, spiritual, whatever it is, it’s, it’s, the love of the work that that moves people to include the charity in there in there will absolutely. And i think, it’s the issue here of you know, when we think about this sort of related into some psychology from fifty years ago that talks about how two people deal with it, reminders of their own mortality and a couple of things they do one they tend to avoid those reminders, but the other thing they tend to do is to seek what’s been called symbolic immortality, that’s that something about me that’s goingto live beyond me. So it must be, you know, my name or my values or my my family, and we tend to focus on those things mohr when we’re reminded of our of our own mortality. And so this links in with this old psychological research from for many years ago that talks about people’s desire for symbolic immortality, and it’s actually a form of to use another technical term, a form of autobiographical heroism where we wantto see ourselves as being a significant our lives is being meaningful. And so this, uh, psychological theory fits with what we’re seeing in the scanner, in the sense that people are engaging in this kind of autobiographical thinking when they’re making this kind of you did a very good job there of keeping yourself out of jargon jail by defining that very hard to do, but okay on dh this has some implications for recognition of gift, which will get recognition of gift by will, which will get through this thiss idea of immortality i have to send live listener love got tons of listeners today, it’s incredible! I’m going to recognize first. Seoul korea live listener loves seoul, korea my guest, russell james has consulted with your government as they were trying teo create plan giving legislation. Also in asia, we got tokyo and asahi, japan, and a masked listener in china. I don’t know there’s some kind of furtive activity or it’s blocked by someone else but got a mask listener in china here in the u s spearfish, south dakota. I love that welcome spearfish. You’re not you’re you’re hunting there, but you’re but you’re only hunting fish on dno. No big arms, i guess. Alexandria, louisiana, new bern, north carolina live listener love to all of you in asia and here in the u, s and there’s more to come. Um, visualized autobiography now. So this is russell. This is the way we were perceiving ourselves. This is not this is not rational, right? But this is our our our own self image of ourselves. Well, self image, the difference in an inactive activation here was not taking place in the in the number crunching part of the brain thing wasn’t the purely rational prefrontal cortex this is mme or the you know, the the imagery on the scene oneself and sort of your your own life story or or autobiography, you know, finding some support for some of this earlier research in psychology about people being reminded of their own death kind of lends support to certain results that we see in certain strategies that we see if somebody is pursuing consciously or unconsciously symbolic immortality as part of their estate planning problem that’s, symbolic and what i’d like to be symbolically immortal. Well, i would like to be a very good well, you know, let me tell you about some plan giving opportunities. They’re over there at texas tech and the graduate certificate and channel financial planning to wear. When we look at charities that receive a larger share of their income from the quest sources. Often times, you’ll see charities such as universities that are expected to be around for a very long time, especially giving things like a, uh, an endowed fellowship for a scholarship that that we expect to live on beyond us. And it may be one of the reasons why these organizations or other organizations focused on saving lives, whether finding new cures for for new diseases or other kinds of lifesaving approaches can sometimes be particularly attractive, and if you compare that to other organizations that don’t necessarily focus on raising funds for something that’s going to be permanent, but rather raising funds for something they’re going to do right now and spend right now that’s very attractive for current gifts, but it may not be particularly psychologically attractive force st gifts, because we don’t really want something that’s. Just all of the money is going to be used for a big bang immediately after we die. We’d rather have something that is going to last a long time that maybe our grandkids could come and and say, oh, yes, that’s something that my grandfather set up and still here today. But organizations that might have a more current mission could certainly create a fund or an endowment. Or maybe, ah, part of their mission, that is. Something that’s going to be that is everlasting exactly, and what i would encourage because i know there’s always a tension in those organizations if you set up something that’s permanent, those air funds that you can only use the interest off of, for example, endowment that income off. So what i would suggest is setting up these kinds of permanent giving opportunities exclusively for the quest donors on say, you know you can set up a permanent endowment, you nose let’s say it’s, an animal charity, a permanent endowment that will support, you know, one or two are five animals of whatever the interest of the charity is forever, but that this gift is on ly through request e-giving so you don’t have to worry about cannibalizing your current giving, but yet you give those kind of permanent opportunities that are more psychologically attractive when it comes to charitable bequests. Decisionmaking. Okay, i want to remind listeners. Russell james is an attorney, phd and his associate professor at texas tech university, where he supervises thie graduate certificate in charitable financial planning, and you’ll find information about that at encourage generosity dot com is there also, then the concern russell by the way, do people ever call you james russell? People mess that up all the time. I notice i have not done it once. I’m being scrupulous about not calling you james. I don’t get that with, you know, my name’s, it’s, not generally, not a problem, very black, but i will not. I’m being very careful not to make that mistake with you. Do do smaller organizations now, you think have have a little a bit of a challenge over larger, well established institutions that have been around for decades and generations? Yes, certainly, i think that’s a much bigger challenge when it comes to raising the quest dollars as opposed to raising current dollars, especially if we’ve got this connection where we want something that’s going to last a long time, then we sort of have to overcome that barrier if i’m not even sure the organization itself is going to last a long time. There are some ways to overcome that, though. I mean, you could certainly set up permanent endowments that were, you know, managed by a large corporate trust or bank or something like that so that you could give that that feeling, that sense of permanence that would be there regardless of the sea organization but it’s definitely a barrier. The other thing, though, is that people don’t necessarily have to be attached to a particular organization. They may be attached to a cause and it’s just a matter of finding those people who have that life story connection where it is attached to a cause, if that’s the same cause of your organization on dh trying to make that connection with the life story. And so how would a smaller or newer charity go about doing that? How do you make that connection with the with the person’s life story, based on what you’ve learned? Well, there’s, a couple of different ways to do it. One is obviously if you just know your donors and you know, those those connections and those stories, the other is to remind people of those possibilities by telling stories that give them examples, you know, telling the story about a person who has supported a particular cause been involved with the particular cause and ideally, if you have an example, this may be only for a little bit older organizations. But if you have an example of someone who has left money in a bequest that you could talk about how that person is still having an impact today, even though they passed away a number of talking about the deceased request donor zach plea because that’s that’s, the thing that’s really attractive is if i see that example, not only is an example to me in my behaviour, but it’s a signal that says, hey, these people are still being remembered, they’re still being talked about, and they’re still making an impact and that’s the real message that i think we want to get across. That’s, that’s, symbolic immortality, exactly, and that’s different than what we typically see, which is here’s a story about current donors who have made a plan now that’s fine, but that’s not the same thing as showing that we recognize people who are deceased in there, sir. Still having an impact because that’s, where we get that real example of the symbolic immortality. Excellent, i think that’s really that’s very concrete, valuable advice um, there’s also, you have some advice around recognition based on a person’s longevity of giving, irrespective of of the size of the gift. Certainly so if you think about the goal here, the goal is to make it obvious to the person that putting your organization in their state plan fits with their autobiography. It fits with their life story. So one of the ways that we can remind them of how much they fit their life story fits in with the organization is to consider giving recognition to people, not just for how much they gave this year, but recognition to people for their longevity and giving, especially your older donors who, you know, maybe financially, they have a lot of assets, but not a lot of income, and so they’re not giving us much currently, but recognize them for, you know, reaching a five year club, ten year club, twenty year club, you might even consider recognizing them for their lifetime, giving that this is some amount that you’ve given throughout the line throughout your life and the purpose there, you know, certainly if you’re recognizing him for longevity, that has a nice side benefit on current giving that, you know, you want to keep the street going, of course, but it also is a way of saying, you know, it’s, just like, you know, you get one of these credit cards, and it says members sense, you know what if i’ve got that member since nineteen seventy eight will you know, i’m going to stick with this organization because it’s, just part of who i am, you know, part of my my my autobiography in a sense well, i think charity’s aaron a much stronger place to be. Able to do that if they just remind people, you know, look at how long we’ve been together that that kind of idea, where it makes it clear that the organization that the cause is part of their life story and that that makes it fit in very well when they’re deciding which beneficiaries to use in an estate plan, excellent listeners, i hope you’re taking notes or you’re gonna have to go back and listen to this podcast again. Here i thought, russell james, you know, i figured academic is going to be stuffy, nothing is and nothing is going to apply it’s all going to be a theory, a land, and but we’ll have him on anyway. You know? I’ll make fun of him and things like that, but no, i mean the value, the advice is really valuable. No, i knew this is this is really valuable advice for forgetting bequests. And russell. I never thought you were stuffy. I’m just getting well, i can be if you want me to. Because i also presented academic conference. Yeah, no, i know i left that out of your bio now. No, no, we don’t we don’t want that. Don’t turn. Don’t start turning that on. Keep keep the charming side. All right, so also that this this idea that the organization is going to live beyond me, i know you touched on this a little bit, and i just want to i just wantto see if you have any more advice around how we can get people to recognise that this organization will will live beyond you when when they’re sort of a new organization, we just have about a minute left. Well, one thing to consider is this if we look at the strongest competition and our field for those charitable request dollars, the absolute strongest competition comes from private family foundations, and they’re psychologically very attractive because they have your name on it. They follow your rules, and they could live forever. But keep in mind these very attractive organizations are also new organizations. They’re ones that people create essentially for themselves. So it is possible to set up a scenario where you could emphasize that this fund, for example, is a permanent fund. And, you know, if you feel so compelled, you could even indicate that it’s administered by a, you know, by some other financial institutions or entity. Yet if you if you need to do that, but understand that is the gap. It is easier for a long time organizations, but there’s, some strategies that you can do, which will try teo bridge that gap a bit absolutely excellent. James russell no russell james on attorney, phd, professor at texas tech university and supervises the program and graduate certificate in charitable financial planning at texas tech, and you’ll find that at encouraged generosity. Dot com russell, thank you so much for being a guest. Thanks for having been my pleasure. Thank you, and right now we take a break when we return. It’s, tony’s, take two and then scott koegler, our regular tech contributors with me, with me for donordigital baste dungeon, and i hope you will be too co-branding dick, dick, tooting the good ending, you’re listening to the talking alternate network, waiting to get me thinking. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. Duitz 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, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is charity registration matters. Part of my consulting work is doing charity registration, four charities that don’t want to do it themselves. This is registering in every state where you are soliciting donations so it could be a texas charity, and they may be sending email to wisconsin and paper us mail to pennsylvania and that texas charity needs to be registered in wisconsin and pennsylvania. I do that work, and i also wrote a book for charities that want to do it themselves and my block this week is just reminding charities that it’s important teo be in compliance for three reasons you could be embarrassed. There have been charities that are become public and in the headlines. Um for their failure to comply and have a couple examples on the block. Your board members are at risk because their fiduciary steer charity and if you’re not following laws, there’s potential for personal liability, actually among your board members and the irs inquires the year your annual form nine ninety has a couple of questions that i ask about your compliance with thes state laws and that’s a lot. My blogged the post is called charity registration matters. My block is that tony martignetti dot com and that is tony’s take two for friday, november thirtieth, the forty ninth show of the year. Oh, what a pleasure to welcome back scott koegler he’s, the editor of non-profit technology news, which you’ll find it n p tech news dot com he’s, our regular tech contributor. You can follow him on twitter at scott koegler konigstein and i saw today. Scott, you have a beautiful about paige at about dot com you’re in a desert scene there. Looks like you climbed a desert mountain or something. Is that is that photo shopped? That was actually in phoenix a couple years ago. Okay, it was i did. I did perform some photo shop on it, but nothing that you could notice. Hopefully. Really? Well, it looks very noticeable to me. Were you actually in that setting? Where? The photo that the photo purports tohave one that was sitting on that rock you were? I extracted the cactus songs, though, so that they wouldn’t show. Okay. Oh, i see. All right, they were stuck in your leg? Is that why? Okay, we’re talking this month about donordigital baste dungeon there’s a lot of sensitive data in people’s databases isn’t there there is and it’s one of those things that i think i think everybody kind of knows about it, but i think also that it’s it’s also something that is typically beyond the the the understanding of most folks who are engaged in managing a non-profit i mean, it’s pretty technical stuff, you know? Well, you’re going to break it down because you’re a former officers ceo, right? You’re a former chief information off, you’re going to break this down information off, okay, so we’re goingto this maybe typically outside people’s can, but we’re going to get it within their ken great, but what’s in their first of all what we need to be concerned about what kinds of data first? Well, typically it it could be any data. But the most sensitive, of course, is the information about your donors on a sensitive for a whole bunch of reasons one is you really don’t want that information being spread around, too, although we’re all friendly within the non-profit community let’s, face it. Everybody’s competing for the same funds. So you really don’t want that whole list of donors and their history, uh, kind of spread around to somebody else who may be able to make them, you know, make a better appeals, right? Right. So just just just not letting you get out of the bag the names, right? But then you might have ah, dates of birth. You most likely have addresses. Credit card. What? Right? I mean, well, sure, but right now i’m talking about just the competitive nature, but okay, okay. I’m getting getting someone’s eso security number, which i think typically is not part of a donor database, but definitely credit card information. A cz you said, probably date of birth. Certainly addresses. And those kind of things are pretty sensitive. Um, well, i just moved to south carolina, and just before i moved here. Thank goodness they had a break in of the south carolina, um, business and resident database. And there were literally millions of so security numbers and names. I just sucked out of the database and people around the world, man. Now, imagine if that was new york that that would actually have value. Terrible, right? But in north and south korea in south carolina, no that’s, terrible money, there’s. Nobody listening. I don’t think live listener loved, but nobody in south carolina today, so but i will send live. Loved out tio reston, virginia, forest hills, new york where i used to live. I used to live in a hundred street sixty seven thing i used to write. Buy-in forest hills high school and brooklyn, new york all right, we got some local of local live. Listen, love no. Alright that’s. A terrible new yorker joke. I’m sorry, south carolina. I apologized. No it’s critical. So so that’s that’s pretty embarrassing to the government to the state of the government. What they found out wass that if they had installed a twenty five thousand dollars update to their database, they would have they would have prevented the whole thing which cost them something like forty million dollars. Zoho and isn’t the security doesn’t cost anything it’s relative cost and the damage to your reputation and, you know not to mention the damage to your to your constituents. Financial, no stability and abilities, right? Identity theft is a huge issue. Okay, you haven’t ordered that one of the okay on, we’re going to talk through it. You have an article on this subject at p tech news. Dot com let’s talk about something that i’m not sure you can prevent this one, though inappropriate use right by people who are authorized to access data, right? Did you know tony? And you probably didn’t know this because you’re smart guy, that’s, ziga risk the security is not from outside the the organization, but from inside. Well, i can’t say i knew it, but it sounds intuitive because if somebody’s going to do bad acts, you can’t prevent that all the policies and all the procedures, if somebody wants to get around them and they ran inside are already they’re going, they’re going to do it right, right, it’s pretty easy to do. You put a thumb drive in your computer and you copy it out and there you go. Yeah, typically nobody knows who or what happened. Yeah, there are, by the way, uh, software and systems operating systems like windows. Mac. Um, i got tools that can that can actually prevent that. But again, you have to know about it. You have to know. Think about it, then you have to actually install it. Monitor so it’s not a story simple, but the point is that yes, it’s really possible and happens all the time that somebody within the organization absconds with your data and something they shouldn’t. Yeah, that seems like the toughest one because, like i said, if somebody really wants to get it and they’re inside already, i think they will what’s the physical damage is next what’s your concern that well, you know, physical damages is basically if your computer dies or if your hard drive, uh, you know, fails and he didn’t have been appropriate back-up of your data and again that’s one of those things that just happens all the time and people don’t really think too much about it. Everybody thinks about back-up, you know, you get a computer and set up your back-up hopefully, but unless it’s a an automatic function, unless you’re monitoring it and unless you actually test e-giving bringing your back-up data back from the world story asked the retrieval, right? Yeah, you never know if it really works and you know, the day comes when you really need it, you try it. For the very first time ever. And guess what, probably a thirty percent chance that it’s not gonna work, okay? And that and the back-up shouldn’t only be local shouldn’t only be in your office or even in your in your town. Geever right, absolutely should be. You should have in addition to your local back-up you should have offset back-up, and that could be if it’s physical you can have courier service, pick up a a thumb drive or or a hard drive or wherever and physically carry it off site, and they’re also more and more online back-up services that you simply connect to over the internet cloud, right when you and i have talked a lot about the cloud we have right sabat besides that, a lot of databases now are actually stored in the cloud, so you may not actually have a copy of it anywhere physically within your facility. Okay, so wait be sure you know where it is and where the copies are that you are able to get it back when one and if you need it, something that struck me as interesting you. The article talked about sql so well, i’ll give you a break and i’ll bring it up so you can avoid jargon. Jail? Explain what we’ll explain what sql is. Do you know what? I hope you know what sql stands for? I looked it up. Well, actually, it’s irrelevant, you know, it’s. Very relevant. Weary language structured clear language. Yes. Don’t say it’s irrelevant when you don’t know it’s and it’s enormously relevant. Oh, no, i do know, but the okay. All right. Well, it’s, what? Really right? See, what it stands for is the only thing i know about it that’s all i know that’s. So i’m trying to show off. That’s. The only thing is all i know is what the initials with the abbreviation stands for. Okay, what does west culwell metoo tony martignetti okay. Donordigital base. Which hopefully, in sum of money, what you’re actually doing is your you’re performing a sql query. You’re asking the database to find specific information and that, like that query language. You know something and actually in english, it says find data, like, quote tony martignetti in database a, b c that’s. How actually looks like. But those queries can do a lot of things besides find they can actually delete data. They can change day there, they can move data. And so i could perform equity that says, find all records that include tony martignetti and delete them. Okay, that’s so and there’s all kinds of other things. But you but how would somebody who doesn’t have access to the database this is an outsider now, right? How would somebody who doesn’t have access to the database execute thes sql queries? Well, that’s, that’s what hackers do they find vulnerable spots in certain systems on they just do it. Sometimes they just do it because they’re mean and nasty. And sometimes they do it because they want to move your data from where you have it to where they want it. All right, so so it can’t happen, but it’s basically can it comes up with the under the domain of hacking? Okay, i see you don’t visit, right? It’s, not just inside. I think i think to be more damage done to a database if the if the command was to add tony martignetti, that was probably more create more. That would be much more destructive. What we have just like a minute before before break. Or so ok, you have another interesting one inference. This was logical but interesting what’s what’s inference about in front er, otherwise known as social engineering. If i want to find had the president of a company, i’ll call in to just pick up a phone, call the front desk and say what’s the name of the president company and they’ll give it to me and then i can ask for not in the same phone call, okay, right, separate call or other information and over twenty calls, i’ll get everything that i want. Okay, so each individual bit is innocuous, but you put them all together some nefarious actor is doing, and you can have some really private information, right? Right. And it’s pretty easy to come by surprisingly, yeah, ok, well, yeah, because each little pieces is innocent. Okay, we’re going to take a break, and when we come back, scott and i will keep talking about how to keep your your database dungeon secure. You’re listening to the talking alternative network. Duitz lorts oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people, better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent. All right, scott koegler we’ve laid out these problems and there’s even more in your article. Att n p tech news. Dot com what are some ways toe? Get around and prevent to really prevent these these problems? It really is tough, tony, because there are so many ways that things could go wrong. So the biggest, biggest thing to do is to make sure that you’re paying attention. Uh, number one, i know where your data is and know that it’s backed up half the fact that you have, uh, valid back-up so you can restore check? Uh, check your employees and your your people that are working and have access to the data. You really may not be able to actually prevent it, but no, i just talked to them about how sensitive this is. Be sure that anybody who has access to get to the data has not disclosure. Uh, language in whatever document signed with them, it won’t protect you won’t actually keep them from doing it. But for a lot of people, it may be enough of a, uh just a warning for them toe not go there. It just makes it a little bit tougher. Okay, what about having different access levels? Certainly. And fortunately, most of the applications that are for sale today for non-profits i already have those kind of things. So you have? Ah, user who is able to look up information and possibly key and donations, but they probably don’t have the ability to look into personal histories. They have the ability to delete records, those kind of things. So for the most part, what kind of function is is built into software that amount profits will will buy in order to run their operations. Okay, um, when? When you do buy software, aren’t there sort of default administrative ieds that hackers might be ableto exploit? Uh, yes. Absolutely. Good points a little about that. Would you please? Sure every application comes with the typically it’s the admin or administrator password with password? Password? Uh, absolute first thing you want to change that, uh, you may want to. If you’re actually in charge of setting it up, you may want to remove that that user after you’ve already set up a different one and also check the list. Of existing user accounts because sometimes there may be some in there that air again set up by default. Good remove any that you you don’t know what they are, you can do that also just kind of during your and during the course of using the system, check the usual to see who’s in there. You may have somebody who was registered inappropriately, either by accident or on purpose. They may have found some way to get into the system and register a high level access the count. There really shouldn’t be there. And the best thing to do is just either restrictor access or just delete them. If they are actually somebody that you want in there, go call you up and say, hey, what happened? And if they’re not good, okay, former employees to write, you might have old account old ieds for former employees, certainly, and that should be covered under the hr policies. And i know a lot of small organizations don’t actually have hr policies that goes along with the non disclosure agreement. The sooner someone is charlyne ated, actually, before they walk out the door before you terminate them, you should remove access. To any of the information that you hold right? Okay, so before you actually have the meeting where they’re ended, where they’re terminated, you wantto cut off their access so that they don’t go back to their office and do something mean, sure, because one of their going to do the most right after the meeting, not before yeah, okay, okay, now, i mean, it sounds underhanded, but its protection, i mean, it’s just basic risk management, okay, what about is this much of a deterrence? If if users know that all they’re i don’t know, maybe a keystroke, logging or all their activity with the databases being logged, is that a deterrent? Um, you know, it’s a return for somebody who thinks that they will be held accountable for somebody who who believed that they could get away with it, they don’t care. So it really comes right down to how trustworthy, ru employees and, you know, what kind of people do you have volunteering? And, um, yeah, it’s tough, and i’m not sure that those kind of things are are effective, but it’s, you know, it’s one of those things that also probably couldn’t hurt, right? Yeah, okay. I mean, it will keep the honest people from crossing the line, right? Like putting a lock on the glass door. Okay, okay, um, the thing i was thinking about is maybe this sort of suggests that doing background checks on employees is valuable. I know their their charities that object to doing that, but this is sort of suggesting that knowing the background of a potential employees could be could be helpful. Absolutely. And i think it depends on what’s at risk if you’re a small charity that, you know, has limited resources and limited funds. And, um and you know what, you’re actually what they’re actually what they have, that risk may not be all that much, and i don’t mean to say that you know, that there’s little at risk, but you made you may not really care about doing background checks, but if you’re a respected organization, i think anyone who is coming to volunteer there appreciates that kind of thing. Scott, we have to leave it. We have to leave it there. You can go. Thank you very much. You can follow him on twitter he’s at scott koegler. And that happens to be his name to another coincidence and he’s, the editor of non-profit technology news scott, thanks so much. Thanks my pleasure. Next week i’ll have one of my interviews from bb con, which was the blackbaud conference i was at about two months ago or so, and also maria simple will be back she’s, the prospect finder, our prospect research contributor. And she’ll be back with maria’s top ten the sights she uses most in her work she’s, our doi and of dirt cheap and free. So you know that you’re not gonna have to spend a lot of money to follow her advice today. There’s a new fund-raising fundamentals, which is my chronicle of philanthropy podcast its new out today the topic is year end fund-raising tips you’ll find it on the chronicle of philanthropy website. You’ll find it on itunes and again. It’s called fund-raising fundamentals. You can listen non-profit radio live our archive. Our archive is on itunes at non-profit radio dot net. From there you can subscribe and listen on the device of your choice at your leisure, wishing you good luck the way performers do around the world were still in czech republic and slovakia zoho mv us. Islam vous break a neck, so i wish you for the week. Islam vous. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Last minute live listener love out to mexico city, mexico. Thanks for joining us from there, and i hope that all of you will be with me next week at talking alternative dot com. You’ll listen on next friday, one to two p, m eastern. You didn’t think to get ending. You’re listening to the talking alternate network. Get him. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. 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You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? 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