114: Leadership & LinkedIn News – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Norm Olshansky, consultant and co-editor of “You and Your Nonprofit”

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

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

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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 and today’s friday, october nineteenth. Oh, i very much hope that you were with me last week. It would cause me pain and distress if i learned that you had missed last week’s show, which was your end campaign clearness from the blackbaud conference b be gone earlier this month in maryland, the conversation was with a panel, and they revealed tips for your year end campaign also compensation clarity. Jean takagi and emily chan, our legal team, were with me to explain how you determine what’s reasonable compensation for executives. What happens if the camp is excessive and what’s that automatic penalty that kicks in if you don’t disclose benefits? Plus we did our board role play, you’ll recall, i believe i stormed out of that meeting uh, this week leadership normal sanski, consultant and co editor of you and your non-profit shares his advice on non-profit leadership, his premises everything starts with leadership and linked in news. Maria simple, the prospect finder and our regular prospect research contributor, has two new offerings from lincoln board connect. Helps you find the right people to serve as board members, and reasons to call reveals touchpoint ce for making contact with the people you want to talk to. Between the guests on tony’s, take to my blogged this week is the modest are more generous. If you’re on twitter while you’re listening, then you can join the conversation using our hashtag non-profit radio. We take a break and when we return, i’ll be joined by normal sanski and we’re going to talk about leadership. Stay with me. You couldn’t do anything, including getting thinking, you’re listening to the talking alternative network, get in. Nothing. Cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream 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. You’re listening to the talking alternative network. Well. Welcome back. This is big non-profit ideas for the other ninety five percent. But you knew that joining me now is normal. Sanski he’s, the president of n f p consulting resource is he’s, also a senior consultant with the bob carter companies. His clients over many years have included botanical garden, national membership associations, religious organizations, hospitals, public and private schools, museums and arts organizations. Norma’s joining me from sarasota, florida norm. Welcome. Well, thank you. Nice to be with you, tony it’s. A pleasure to have you. Thank you were talking about leadership on dino. You start with the premise that everything starts with leadership. Let’s, start very general and have you tell me what is a good leader in your mind? Well, obviously, when we’re talking about non-profits a good leader, and when i say leader, i mean either volunteers or staff, uh, the key is obviously a commitment and passion for the mission. I mean, it all starts with that. And then it it’s a question of of people who are serious about the business of non-profits there’s some but there’s a whole lot of, uh, skill and science related to non-profits but there’s also the art the relationships of uh, that are involved in a successful non-profit so having a combination of both people who are willing to take some risk, but also who are creative, who can establish and bring in additional people who are passionate about the organization and it could bring resource is and talents that are necessary to be successful. And i love that you start with the commitment and passion, but obviously that’s not sufficient that’s it’s necessary, but not sufficient many, uh, organization that had very committed and passionate people who knew about the mission failed because they don’t have the skill and the knowledge of the relationships, the influence or the leadership necessary toe taken organization to ah level, where could be sustainable? And this is a business you mentioned being serious about the business. You do have to have a business sense and run run this organization like one. You know, a lot of people don’t realize that talk about non-profits but not profits are corporations non-profit is a status of the i r s but when you talk about a corporation, any business to be successful has tohave the components and the plans and the leadership. Behind it that they’re going to make things happen and, you know, so marketing is as important to fund-raising and, uh uh, financial development and budgeting, all of those things that businesses have to deal with are the same that non-profits have to deal with. I think people get a stark surprise when they learned that the first step to creating their new charity is incorporating in the state that they want to be in that just to just reinforce your point. This is a corporation it’s, a not for profit corporation, and you have to incorporate and there’s your first your first introduction if you hadn’t realized that, uh, this is going to be a business, you know, and you will know and have written about extensively, there are regulations that govern corporations and their specific regulations that govern non-profit organizations. Yes, i’ve heard rumors to that effect. I do a lot of work around charity registration, that’s one narrow small compliance area for charities um, and there were many of the state and federal level, so the so the sense of being a business i think is is shocking to a lot of people who come into a a new charity with that passion and motivation for helping people but they they don’t realize what they’re into for the long term and in its agriff it aggregate the non-profit sector is one of the largest corporate sectors in america. When you look at total assets, total income, total number of employees um after retail and manufacturing, the non-profits sector is the third largest in the nation. Interesting, excellent. Okay, so let’s broaden little bit. We don’t because we don’t want to talk just about people who are starting a charity. So leadership, as you said, of course, staff or volunteer. But with staff, this could be well, even volunteers. This could be leadership at any level, right? We’re not just talking about the executive director and the chair of the board. No. Leadership is key at all levels. From your receptionist to the person who answers the phone to the people who were involved in strategic planning, uh, from top to bottom. Everybody needs to contribute their leadership capabilities for an organisation to be successful. Interesting. You mentioned even the, uh, the receptionist? Absolutely. Absolutely. The receptionist is usually the first contact that a person has with an organization, whether it be a client, oh, a member or a donor. And if that if that contact is not one that is receptive and, uh, customer friendly and doner makes into account all sorts of dona relationships, then you’re starting off on on, ah, negative to begin with. So, uh, everybody needs to do their jobs well, understand how they fit into the overall organization and the importance that they play towards the success of the organization going forward way. We’re going to take a break, of course, normal. Sanski stays with me. We’re going to have a chance to talk more about these volunteer. I’m sorry about the leadership topics and get into some recruitment and and relationship building in succession topics all around the book that he co edited, yu and yur non-profit 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 conscious people. Be better business people. Buy-in are you fed up with talking points, rhetoric everywhere you turn left or right? 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Welcome back, big non-profit ideas for the other ninety five percent um, norm let’s talk a little about the the art of leadership that you mentioned not only the business side but the art what’s involved there. Well, clearly part of the role of a leader, a true leader is to be able to motivate others and motivating others means setting and being a good role model, being a good listener, being a person that allows others to bring to the table their talents and skills and knowledge and fuel ownership to the overall venture. So a true leader is somebody whether it’s, a staff leader or volunteer leader, is someone who engages others who is a role model, who’s says follow me because i’m willing to do anything i’m asking of you, uh, who sets the bar high expectations high and is a, uh a gung ho uh, passionate about the organization. So, uh, when we talk about people who have influence people who are charismatic, they’re your best best leaders in an organization if they also know how to relate to people and engage people in a positive way. Let’s, apply some of this too, recruiting you might. Be recruiting staff or you might be recruiting volunteer leaders. What are what are some what? Some of the actual tips you know that we can we can convey the listeners around recruiting the best people for your for your organization? Well, there’s so many, many things to consider and as as we mentioned in the book that’s put out by charity channel press, when you’re looking at, uh, recruiting leaders, you’re looking at both sides of the equation, people that are going to bring skills or re sources that are needed for the organization and people who could be team players, people who care passionately about what you’re doing and people who are, uh, going to keep the interests of the organization above their self interests. Now, how do we recruit to find those attributes? Well, typically, volunteers are engaged in an organization at all different levels and based on the way they perform in their entry level rolls, uh, people then are elevated into positions of more responsibility in terms of professional staff. You’re looking for people that have a particular skill set that you need, whether that be in the back office or whether that be in fund-raising whether that be in operations or service delivery um, and then people who fit into the culture of the organization too often way neglect the fact that every organization has its own history and background and, uh, relationships that have existed over ah short or long period of time and bringing people in who don’t fit into that culture can be problematic, so personality becomes a critical factor over the buggles. So are we basing a lot of our recruitment on on instinct then as we ascertained somebody’s personality while we’re talking to them? Yeah, it’s some of it is instinct of people who’ve been around a long time, and i’ve been involved in human resource is develop uh uh, the instincts, but the instincts or developed based on science, for instance, you don’t want somebody who is always in need of socializing and as always, needs to be around people in whatever to be sitting in front of a computer all day. Likewise, you don’t want somebody who is that academic focus type of intellectual, um, to be the one who’s going to be in your sales force or marketing or, um, uh fund-raising areas so personality is as much as important as looking at the actual skills set that someone brings to a job all right, i have had a couple of guests on who, when they’re interviewing people liketo recommended asking about impact, much the way donors air looking for organizational impact. What impact did you have in a difficult situation and listen to stories about how they dealt with people? Dealt with a difficult situation may be difficult person and what the what the outcome was there there you no good interviewers can develop scenarios where they can see how well people handle themselves on their feet thinking quick, but also how open people are, because a lot of people, um, will in an interview especially they want to project the best possible scenario for their own employment and chances of getting that job. And, uh, if they’re not, if you don’t find, uh, the humanness of a person, the ability to recognize what they don’t know, they’re our willingness to acknowledge some of the things that they’ve they have not been as successful with. Yes, you know way all have our strengths and weaknesses and it’s so important in a work environment that you have the type of employees that could be very upfront and candid and and have a lot of self awareness as to what their skillsets are what they need to learn more about and the like. So, that’s, what you really want a probe in an interview to see how comfortable people are and knowing that interviews or stressful situation. So part of what you’re doing is seeing how people handle stress schnoll once you have recruited the types of staff and volunteers that that you’re aspiring to, you need to keep them motivated about their work, and i think that’s a lot of leadership also there made their difficult times there’s going to be fun times there’s going to be tensions? Ah, leadership a leader needs to manage in all these different environments. Yes, and a good a good leader any good professional, in fact, eyes always looking for additional knowledge. Uh, additional resource is, uh, how to do there roll their job better. Um so organizations that encourage, uh, training and in service and education and opportunities, tto learn are the organizations that are the most sustainable and successful one of the things that we’ve learned in human resource is that job satisfaction is not as highly related to compensation as it is to people feeling that their position and an organization is recognized, that job that they’re doing is meaningful and that they’re given opportunities to grow and learn in their roles. Yes, that’d be a volunteer work staff. Yes, and i’ve seen survey results or study results about that in the popular press again, that job satisfaction doesn’t come primarily from compensation, but from feeling of feeling, of belonging and membership and commitment that that the person feels for the organization and that knowing that the leadership feels toward them. One of the biggest problems i see is that non-profits too often are are so heavily focused on problem solving that they forget to celebrate their successes and, uh, encourage others, uh, to recognize everyone’s participation and involvement in an organization on dh their role in that success, it’s, not just the board chair and the ceo that are responsible and should be recognized for the success of an organization you mentioned education and training, but in bad times recession or just lean times for an organisation, irrespective of what’s happening in the macro economy, those are things that tend to get cut pretty quickly conference spending bringing consultants for in for training things like that tend to go get cut pretty quick. Well, that that is true, and it is a challenge, but like with anything in the nonprofit world, challenges can be overcome. There are many non-profit resource centers and, uh, universities that offer free workshops, there are opportunities through professional organizations in the light to get mentors for staff. There are opportunities even for a portion of every board meeting in tow have, uh, learning experiences. So the problem is that organizations that are not strategic are not going to be as success was they could be, and part of being strategic is thinking forward, how am i going to help develop my staff and volunteers so that they’re going to be able to take on the challenges that we’re going to be facing going forward? And if you’re not thinking ahead and only thinking about putting out fires? It’s ah, problem and that’s a challenge in this economy because so many organizations are struggling economically, so you have to think smart, act smart and use your resource is carefully, it all falls. To the little falls to the leader. I mean, for the organization to be strategic, the leadership needs to be right. But after buy-in throughout the organization on what that vision is and what that plan is. Yes. Okay, yeah, you know? Right. Yeah. I’m gonna correct myself. It doesn’t all fall to the leadership, but it all starts with the leadership. Exactly. Okay, that’s, that was how we started the whole conversation today. And that is everything starts with leadership. Andi, we’re going to continue the conversation. I just want to remind listeners normal. Sanski is a consultant and co editor of you and your non-profit published by charity channel press. Norm let’s talk a little about succession that we’ve recruited in. Hopefully retained good volunteers and good staff succession planning. And you want one of the articles in the store in the in the book is your own article on succession planning around volunteers. This is a critical, uh, um, teacher or component or requirement of non-profits to be successful. Uh, we mentioned earlier how important culture is and the history of an organisation and having people who understand that history and you have the experience is so if you do not have a good succession plan, you are of setting yourself up for dramatic changes every time. There’s a change of leadership, whether that be volunteer leadership or, uh, staff leadership. So having a succession plan, knowing what you would do in a scenario where a person leaves or persons term expires, uh, those things need to be thought out. Uh, we usually recommend that, uh, with the lay leadership that you have clear, um, succession in terms of if you have vice presidents, that there’s an expectation that the vice president or if you have multiple vice president’s, one of those vice presidents is being groomed to be the next chair of the board with staff that there’s cross training so that you always want to be aware of the mack truck we call it effect where if a key staff person is, is unfortunately in an automobile accident and is out for months or leaves uh, the organization that you’re not completely vulnerable, that you have others who understand what their job was. I could step in and help with that. So succession planning is critical. The other thing that a lot of people don’t realize is that when you’re involved with non-profits, we talked about the passion and commitment to the mission. Well, it’s also key what happens when people move through that succession plan and say someone was the board chair and now they’re no longer board chair? Well, they’ve been involved the years in a very intense way, and if they’re completely cut off, you could lose a very experienced leader. So how you work with prior leadership and how you help people with that transition is very important, too, in the article in the book goes into a lot of the issues related to succession planning the structures for that in the light. They’re also articles on my blogged specifically related to this issue and you block is that n f p consulting dot com uh n f consulting dot blogged spot dot com that’s, the block post okay, and the other is the actual consulting practice. Okay, i want to flush out a little more the the volunteer leadership succession because you do suggest that the past chair be active. Obviously the current chair is, and then also as you said, the vice president of one of the vice president is chair elect, don’t you now have three share people vying for leadership? Um, not if the rolls and the culture of the organization are very clear is to the responsibilities of leadership, and i can’t tell you how many times i’ve gone into organizations and found that they did not have clear job descriptions for each of the positions. Oh, job now, does that belong in the board’s by-laws, or is that elsewhere? No. That’s. Ah, separate separate item. You know, the by-laws usually have a very brief description of responsibilities of officers, but, um, uh, more complete, uh, job description. Just a cz you would have for employees. Should be for every one of the officers and board members of the organization where you have, what is their responsibilities? How much time is expected of them? Are they expected to make a contribution or to solicit funds? What are the events or programs that they should be participating in? Ah, what sub committees or task forces, um, are their expectations that they serve on all of those things? Should be outlined in a job description for volunteer leadership. Justice he would stab. Okay, andi, we have just a couple of minutes left, and i want you to share what your thoughts are around what, what it is that you love about it leadership topics and motivating leaders. Well, one of the things is a consultant is so very special is when you, khun trance, for the skills and knowledge you’ve experienced over ah, whole career to an organization where they are able to then go forward using those skills and no longer be dependent on the consultant. Uh, so really uh, uh, consultant and the wonderful way that i love working with leadership is you always start where people are at their never all at the same place, and once you assess where they’re at, then taking them forward to where they can be and helping them to have a vision of what’s possible eyes what’s very exciting because i’ve never met anybody in a non profit organization that didn’t have good intentions, but a lot of people in non-profits have no clue as to how to implement successfully their good intentions. And in just about thirty seconds we have left it’s got to be very gratifying to help someone achieve their full potential as a leader, no. Question. No question about that, and also so many people have helped me through. My career is just great to be able to give back whether it be susan consulting or publishing that’s, the joy of being what i would call a senior professional in the field. Normal. Sanski is a consultant and co editor of u n yur non-profit, published by charity channel press. He’s, president of an f p consulting resource is normal. One. Thank you very much for being a guest, my pleasure, and thank you for having my pleasures. Well, thank you, norm. Now we take a break when we return. It’s tony’s, take two and then maria simple, linked in news. Stay with me, talking alternative radio, twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to the talking alternative network. Buy-in if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Hi there, tony’s. Take two my block this week is the modest are more generous this’s known to a lot of people, but i just felt like paying attention to it this week because i’ve seen some recent press around it, especially around the chronicle of in the chronicle of philanthropy. Um, the research that consistently shows that people of modest means give a higher percentage of their income, then the wealthy do, i think that’s very interesting. And so at the macro level, not surprising, poorer communities don’t need a higher percentage of their income, then then wealthier communities. We find that across the south states in the south are typically maur generous as a percentage of income than, say, the northeastern states. And so that creates us curious generosity, divide and on my block this week i have links teo articles by the chronicle of philanthropy on this, and they also have an interactive graphic showing generosity throughout the country and that’s all on my blogged at tony martignetti dot com that is tony’s take two for friday, the nineteenth of october forty fourth show of the year with me now, as she is every month, maria simple maria, how you doing out there? I’m doing great. Thanks for having me back. Always a pleasure. Maria simple is our prospect research contributor she’s the prospect finder. You’ll find her at the prospect finder dot com. Her book is find your maria. Remind me what the name of your book is panning for gold panning for gold dahna prospects finding your best donor prospects now, thank you. I’m sorry. You have some have some linked in news for us. A couple of new offerings from linkedin. Yes. So one is directly from lengthen, and the other one comes from an approved development partner with linked in. So i thought these were both two really interesting developments that could be very, very useful for non-profits and we might want to, you know, give them a little time and highlight them and show people how they can use them, especially since they’re free. Okay, i love it. You always come with free on very low cost resource is outstanding that i’m always good for that you’re very well known for that. So let’s, start with the one that’s directly from lincoln that is bored. Connect that’s, correct board connect just launched. In the last couple of weeks, lincoln gave some announcements about it, and they have a website set up where people can learn more information and i’ll make sure i share that on your facebook page. But it’s non-profit and the linked in group two don’t forget the link down it’s right that way talking about lengthen your going to everything on facebook so the page that people can look for this is non-profits dot lincoln dot com and so basically at a high level overviewing let me give you an idea what it is. It is, uh, access to what they call their talent finder tool on it is a premium account level, and so it has a thousand dollar value, which is a kn annual value the thousand dollars subscription that can be obtained for free by one person at the non-profit um, so you really didn’t need to figure out who that one person is going to be that’s going to have access to this and let me tell you what with the tool can do, and then you might be able to envision you know, who would be the best connector at your non-profit you noto have this tool so basically it enables you to really look for board members, and i’m sure that tool can be used in other ways. But it’s really meant to help you find boardmember zina very systematic tearaway instead of sitting around at a board meeting and saying, well, who do we know that can help fill this gap? Let’s say you have a gap, you need somebody and maybe the financial services or accounting field, and you really would like to have that expertise on your board you can use it will give you expanded search capacity, uh, on your advanced search page of lengthen and we’ve talked about that the usefulness before of that page, but now it’s going to give you access to more search field so you’ll be able to really find to search the other great feature that it has is twenty five in males a month are included. So have we talked about in they’ll know we haven’t esso let’s? No, i don’t think so. We haven’t, so no, that is a way to connect directly to someone and send them just as it says in in mail and email, basically within the lincoln. Space ah, and you get up to twenty five per month. And they say that if you don’t get it sponte back from the person within seven days, you kind of get a credit back-up one typically you have to you have to have linked in pro in order to use in male. Don’t you that’s correct. So that that’s? Why? For for one and non-profit one person connected to the non-profit soak to really? I’ve talked to it. Some of my other colleagues who are you know who love linked in a cz well, you may from heart is talking about them before jerry tangle and mark help they were goes on the show. There were panelists with you one time that’s right that’s, right? And we really think that in order for this to really work well, the person who has this access should have at least three hundred fifty connections of their own and way think that the magic will really happen really at five hundred and up. So think through who at at your your non-profit would have that level of connections. Um, you might want to give the access to perhaps at the boardmember who? Might be better connected on lengthen uh, maybe the person in charge of your board, croup, mint committee or something like that. But it will give you access to this talent. Find your tool they have with bored connect there going to be providing some additional educational webcasts, and they have a group that they’ve started within lengthen called the board connect group. So you’ll be able to have a pierre network who are using this tool effectively. Ok, let’s, talk a little more about the details of it. How do we how do we go about using it? So as i said, you really access it through the talent. Find your tools through the advanced search page and having those more advanced search filters. You’re going to be able to also see expanded profiles of people who are outside your network. And maria let’s, just stop the advanced search tool. That’s was that’s in the upper right corner. Yes, that’s in the upper right corner. So you have a search box which would appear on your home page of lincoln. Just to the right of that. There is a clickable links called advanced search that that’s what you want? To click onto, and then many more, many more fields will open up for you, but only the person who’s authorized to use the talent finder tool. Well, anybody can it can access advance, right? Right. However, having the talent find your tool will get you more fields to search on. Okay, right, you’ll see you’ll see an expanded page over what everybody else was using donorsearch let’s say you’re really only interested in connecting with people who have maybe a title of cfo within a certain radius, but also you want to make sure that they’re within fortune five hundred companies or they have a minimum of two hundred employees, so you can really start filtering out and really coming up with a very concise list. Um, actually, jerry, just jerry stengel just did this very effectively for aboard the cheese on in in manhattan, and she blogged about it. Um, i don’t know if you’re familiar with beth cantor. She blogged about it. I’m beth cantor’s blogged on september twenty fourth, so that might be something people want to refer to cause she actually kind of goes about outlining how she used this tool her sir self to find some people who have a perfect match for for the board and she’s in conversation with several of those people right now. Excellent. All right, so jerry stengel blogged on beth cantor’s, a guest blogger on beth cantor was spelled k way also kind of highlighted. You know how jerry used this particular tool on a web in or that we recorded on october second, which is actually linked to that webinars also accessible there on the blog’s link. So on the best i mean, on the breast cam trying to, you know, let people know in a in a variety of mediums help. How can use okay, now what you mean the link to the webinar is on the best cancer blogger. Yes, you can also get you could get to it from jerry’s website venture near dot com, but you can also get to it from from that original block post that came out on a september twenty four. Okay, beth cantor is k and tr and the jerry stengel blogged where you can also find this is his venture near and that’s venture and e r dot com as if you’re a pioneer, but not that you’re near adventure, as in close to adventure ventured here like pioneer ok, so what has your own experience been? We’re talking about everybody else in the world what’s your own experience, but i was playing around with it for a little bit. I wanted to see, you know what would be, you know, the advantage of having all those additional search features and, you know, it really does greatly narrowed the pool, and you can really get a very nicely refined list of potential prospects that you want to reach out. Tio so really it’s been developed for, you know, trying to find talent, you know, for individuals that would be great. Boardmember cz individuals, that would be potentially great to be working for your organization, but also, you know, i like the fact that they have you can set up the searches, and then you can set up a ten search alert. So normally with a free linkedin account, you can set up three saved searches, but this will give you the capacity to save up to ten so you’re you’re saving your search criteria and then as someone new joins, link dane or changes their profile and becomes ah, search result for you. Then you find out automatically. Yes, yes. Lincoln will push the information to you. And you can decide to have that a search alert set up, say, to push the info to you once a week, if you like or, you know, daily. So it’s, really your choice on dh? I think that that could be particularly useful feature as well, you know, especially for non-profits that are in in a mode of really needing to revamp their board or they have a certain number of slots they feel they really would like to fill it’s a great way for you to set up the searches and have lengthened just pushed the information to you. Okay? And that’s all the talent finder tool in linked in which you’ll find through, give the earl again for getting started. Non-profit dot linkin dot com okay, cool. Yeah, they give a nice little overview, you know, tutorial, etcetera and what’s. Really kind of cool, too. If they give you fly that you can share with your board at an upcoming board meeting to really help educate them. How lengthen can help with with board recruitment. And so forth. So they really have thought it through in terms of how it can be useful for you is a non-profit professional. But how can you then share this message with your own board on? I love that you recommend that it could be a volunteer who you are, who you choose. Tio, have the special account that’s, right? That’s, right? I mean, the non-profit will need to go through, you know, supplying i believe their e i n tax number. Right there must be someone you know verified non-profit and force that’s getting this this access because it is, you know, with thousand dollar value, the annual value. So i think it’s fantastic that they’re making this available for the non-profit community at this level. It’s going to take boyd recruitment to a whole other level. Interesting. Okay, we’re going to take a break, and of course maria stays stays with me, and when we come back, we’ll we’ll see if there’s anything more to say about board connect and then we’ll talk about the other tool. That’s linked delinked in reasons to call stay with us. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Maria simple is the prospect finder and she’s with me till the end of the show, maria, anything else that you wanted to wrap up about board connect that we didn’t say no, i think that, you know, if they visit that website, they will be able to get tons of great information there and overview and again, the slides that they might want to share with their board are located right there on that site. Okay, that’s valuable to yeah, you’re right sharing this with your volunteered leadership in with pre prepared slides. Very cool, yeah, reasons to call what’s that about so reasons to call recently came to my attention. I’ve been in contact with the developer this tool, his name is jeremy condi, and he is ceo of a company called depths mine software you what they’ve done is they’ve come up with this product that will allow you to sink your lengthen contacts and it’s looking for pieces of information related to feel sort of untilled out on a person’s profile, such as if they filled in their birthday information their company info anniversaries if people have posted that on their own lincoln profiles um and then it will actually bring to your attention and email you upcoming birthdays that you might have in your in your database of people, that you’re connected teo on lincoln but what’s cool is that you could also add new contacts into the system of people who are not on lengthen. So let’s say you have you no other family, friends, etcetera, contacts who just aren’t using the lengthen product you can still use this reasons to call and its reasons to the numeral too reasons to call dot com um, so i’ve been i’ve been using it for the last couple of weeks, and it’s been emailing me is the upcoming birthdays, birthdays today so it’s an opportunity for you to have a touchpoint with someone, right? And i remember, i guess it was on october fifth you had andrian nuremberg on your show, and she was talking about the importance of staying in touch with people understanding their preferred sensitive communication. So there’s a note field where you you can add that right in i recall andrea e-giving the tip of understanding to somebody like to be contacted by email, text, phone so you can kind of just pump that right into the notes section so that when it does come time to wish that person happy anniversary her happy birthday, or maybe their favorite sports team just did really well, you can. You can reach out to them through their preferred method of communication. Okay. Yeah, well, i appreciate your look, maria. Simple paying so much attention to the show. She remembers andrea nierenberg october fifth. Yes. Yes. Absolutely. Well, you know, it’s interesting. Because both andrea and on jeremy have referred back and my conversations with him in the past to dale carnegie and developing deep relationship showing you care about the other person. And isn’t that what really were doing and fund-raising and cultivating relationships? Really? Not only you personally with an individual, but with your institution. Andrea used to be a dale carnegie instructor, and i was so taken by all the advice that she had that i’m going to have her back. It’s already scheduled for november. One of the november shows. So, andrew’s, andrew’s going to turn and talk? I wanna ask her about dale carnegie. Um, but okay, so reasons to call. So it sounds like some of what they’re doing. Not all but some what they’re doing is similar to what facebook does when it lets, you know that someone’s birthday is, is this week or today, right? But, you know, on facebook you might not be connected to all of these professional colleagues, right? I mean, i know i’m not i’m not connected to people that i know professionally, my my lincoln connections are actually much more extensive than my facebook connections, nor and so the fact that, you know, of course somebody would have to have this on their profile. So, tony, if i wanted to reach out to you and wish you a happy birthday, um, you would have to have that field without your linkedin profile in order for this information to get pushed to me that you’ve got a birthday, okay, right? So you don’t have to ask you don’t ask for no, i’m looking here, for example, at my dashboard right now on reasons to call and it’s giving me people who have birthdays in the next seven days. I’ve got four people i can reach out to from my network, it’s breaking it down birthdays within a month and beyond. So really, really cool tool, you know, as a touchpoint opportunity with someone? Yeah, sort of ah consolidated anniversary birthday book, but but you mentioned also sports if your sports teams do well, is there a field in lincoln where people put their sports? You know, some people feel i haven’t seen people filling out too much in terms of particular sport teams, but they have filled out under the hobbies section of their linked in profile say they like hockey or skiing or tennis, so i’m actually getting on the particular news section. For example, i can look at your con my contacts, interests, breaking news related to my contacts, interest so i’ve got some contacts who have talked about cycling. I’m looking at here on my dashboard october ninth they’re talking about, uh, cycling road tour beijing classifications blackbaud law. So i mean, if there were and then it will tell me which of my contacts have cycling as something that they’ve noted on their profiles. So, hey, you know, if this is something i know that’s interesting to them, i might send them this particle about cycling and you know the results for sure here, right? Right. Excellent reasons the number to call dot com way reasons to call dot com on we have just about thirty seconds. This is still in beta. Is it available to everybody? It is available to everybody right now, okay, could go ahead and think up there. They’re linked in contacts ah and it’s free to use. And i’m told by jeremy that you know he’s hoping to keep this a free tool for people to use. So again, you know, in our world of relationship building, i think it could be particularly useful. You’ll find maria simple at the prospect finder dot com her book is panning for gold. Find your best donorsearch prospects now and of course, she’s, our regular prospect research contributor maria, thanks so much for your for being on again and for your excellent advice this month. Thanks so much. My pleasure also, of course, my thanks to normal sanski next week, another interview from the bb con conference where i was earlier this month, but i haven’t decided which one yet we have to do these things delicately and scott koegler will be with me next week. He’s, the editor of non-profit technology news and our tech contributor what is he gonna have? I also don’t know that he hasn’t, he hasn’t told me yet, but if you’re in arlington group, then you will know before the show. So, by the way, have you joined the linked in group washington, d c is in peoria, illinois, south carolina, pakistan, all members of linked in group. What about you? You can continue the conversation with my guests there on linkedin. We’re jumping right now, tio the fact that the show’s creative producer is claire meyerhoff and sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I very much hope you’ll be with me next friday, once, two p m eastern. We’re always on talking alternative broadcasting, which is that talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking alternate network. E-giving nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Don’t. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio 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. Dahna

113: End-Of-Year Campaign Coordination & Compensation Clarity – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

John Murphy, CEO of Zuri Group

Karen J. Collins, Technical Strategy Consultant of Zuri Group

Chris Coletta, social media coordinator for Conservation International

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

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Durney 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, thanks very much for being with me this week. Um, i’m dedicating my show this week. Tio my dear friend dave, who i know has been suffering from depression for many years. And i just learned this morning that he took his own life and it’s very sad. I’ve never dedicated a show to anyone, but this one is for dave in north carolina. He leaves ah, beautiful wife kathleen and their teenage son. And this show is for him this week. It’s going to be the end of your campaign coordination. John murphy is the ceo of zuri group. Karen collins is zuri groups technical strategy consultant and chris colletta, social media coordinator for conservation international. There were my guests that blackboards bb gun conference earlier this month. They have strategies to boost your end of your campaign with planning, branding, leadership and creativity. Now is the time it’s the fourth quarter and also compensation clarity how do you determine what’s reasonable compensation for your executives? What happens of compensation is excessive what’s that automatic penalty that kicks in if you don’t disclose benefits. Plus, we’re going to a board role play let’s. See who ends up chairing that meeting between the guests on take teo tony’s, take to the value of a quest on i give a hungry man pastries on the subway, and it got me thinking, are you on twitter while you’re listening? You can use hashtag non-profit radio to join the conversation with us right now, we’ll take a commercial. When we return, it’ll be directly into my bb con interview on campaign coordinate end of year campaign coordination. Please stay with me, it helps to feel you out there today, didn’t didn’t, didn’t dick tooting good ending? You’re listening to the talking alternative network, waiting to get in. E-giving duitz joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream 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. You’re listening to the talking alternative network. Sametz durney welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve were outside washington, d c at the gaylord convention center and my guests now are karen yeager collins, john murphy and chris colletta. Karen is technical strategy consultant for zuri group that actually seated next to karen is chris coletta he’s social media coordinator, conservation international and at the end is john murphy, ceo of group. Please. Chris, why don’t you acquaint listeners with what conservation international workers? Thanks. Yeah, conservation international is, as the name implies, an international non-profit conservation organisation, we work in about forty different countries. Our mission is to protect nature for the benefit of people human well being a sort of at the heart of what c i does so, you know, protecting forests because they help us by climate change or protecting our oceans because they give us fish and, you know, products and things of that nature. So that’s what it’s all about what’s the annual budget there roughly about hundred million dollars? And if i’m wrong on that, you know, guide star will slap me down, but i think that’s about right, but nobody listens to this show way. John john murphy, what lies would you like to tell about the missouri what’s, the work they’re xero groups in online technology agency focusing on non-profit success? We’ve been partners with blackbaud for five years and worked with primarily with their customers, helping them be successful and filling gaps in their organizational. Okay, karen, what your seminar topic for the three of you was taking your end of your campaign outside the box is very timely. We’re in getting of the fourth quarter what’s, the what’s, the first piece, but i see you have for building the end of your campaign. What we’re trying to promote is that a lot of people have their end of your campaign one more begging them to plan for their end of your campaign as opposed to coming up on november first and not actually having a plan to go out to the biggest part about it is making that plan the other thing we’re what should we want to start that? Well, when did when did you start your campaign planning way? Started our campaign plan for this year at weeks ago, and it is today, october. Once we’re taping, you started planning. Just just a few weeks ago. I mean, you know, probably the beginning of august is when we sort of sat down as a group in earnest and really went for it, you know, maybe even earlier would be optimal if you have the time. You know, not everyone does, but certainly, you know, by, you know, this time of year, hopefully you’re pretty well along. If not, you know it’s. Ok, there’s still time you could do last there’s definitely things that you could do now, and you’ll be okay. But it’s going to move on so that’s, what we’re trying to promote is that planning and to plan early and then the outside of the box thing is, what can you do, teo to make sure that people choose to donate to you because you’re going to be inundated, everybody has an end of your campaign. So how to think outside the box to get you noticed. And then ultimately to cultivate that donor to your organisation as opposed to all the other ones that air filling their end boxes or filling their social media, new speeds and things like that. Okay, john, beyond you have the plan. But how do we start? Get some of these outcomes that karen is talking about executing the plan? Obviously so if you have to plan and most organizations start their plan, hopefully after last year, so january february rolls around and you’re starting to look, then what you’re gonna do that holiday season? And then you start implementing the plan. It usually kicks off right in the beginning of november, so organizations that look at holiday fund-raising you’re looking pretty much november one through december thirty one so that it could include black friday type e mails all the way through urine tax giving. All right, so what are some of the elements of this plan since the planet is so important? John it’s, it’s really a planning calendar so you you really start with a planning calendar, and you look at your database and you’re looking at how you’re approaching all of your constituents so you addressing them with direct mail or you’re addressing them with email, address them with phone calls or some type of event for a holiday season and that calendar than usually across all the organization we’re seeing organizations taking there, direct marketing efforts and putting him under a single point of focus so that they don’t get multiple people overlapping and spending extra resource is and during the time okay, chris, what’s up. How is some of this playing out of conservation international? How are you doing some of the things that john well, john, especially john is talking no, you’ve already done your planning. How does this work? What? John’s talking about working at cia? Great. Well, certainly, you know, i sort of want to stress that, you know, and are talking talked a lot about what? See i did last year. We work, you know, intensely was very group, you know, on some various things, one of the first things that we did is we actually built a map where people could go online and, you know, sort of show their support for conservation and not just show their support, but actually say why conservation matters to them. And, you know, sort of that was i like that because was very on brand is we need a teacher, and you’re going to tell us why and by the way, when you do that, of course, we’re also going to get your name. Andrew email address and your interests because you’ve told us why you care about nature and your twitter handle if you decided to post it. So making my life is a social media coordinator really great, because now i can go and i can, you know, match some of those folks with their twitter handles personally thank them, get them on board and hopefully start a relationship that you know eventually if they get enough content from us if they get enough good stuff, wait until the relationship so they become a donor just let’s just pursue that altum or whether it has to do with end of your campaign or not building from i do twitter relationship you get it, you get a handle, you have the information that you just you just described about a person, their interests. How do you take that relationship beyond twitter? Well, so social media in general, i sort of think of it as you know, you’re getting someone to say that they’re interested in you, whether they follow you on twitter, you know, like you on facebook follow-up board on pinterest reno look at your photos on instagram, whatever you know, it’s sort of platform agnostic. Whatever it is, they’re there because they have signaled that interest. Falik so, you know, then you had to ask someone out on a date they signal their interests. You actually, you know, start sending things about your organization. Um, and hopefully if you are giving them relevant content, what they care about, not what you think they need to know, but what you no, that they care about, because you’ve done your research and you’ve done your hopefully, you know, either, you know, ask people what they care about. You done focus groups, you know, in some other way, you know, following sort of best practices research ends, they get interested, then you can ask them, hey, you know, have you signed up for cia’s newsletter? You know, some of them will sign that perseus knew slater six months, they’ll get six newsletters and some, you know, start to get campaign e mails and they get enough campaign e mails and they like what they hear, then they’re going to make a donation, it’s all about getting your foot in the door with a person and then, you know, treating them, you know, sort of. In a very human, you know, personal way. 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 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, join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio broke in the ivory tower. We’ll discuss what you’re born, you society, politics, business, it’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. 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 karen, you want to say more about that? Not you nodding off a lot. You want to add to it? Absolutely, absolutely so what kristen has done with that math, it was called connect for conservation is what we did for that pretty campaign for them last year. Not only did they get their twitter handles, but they also got like he was saying to expand upon what the conservation connection was, there was options for health, there was options for climate, there was options for, you know, all different types of connections, and so what chris was able to do and what he was speaking on is now we know that not only they’re interested in conservation organisations, but they’re also interested specifically in climate, so therefore that was how chris was able to personally thank them on twitter, but then now we know that climate is their main concern, so the way that you cultivate and as chris a date that constituent and turned them into a donor is to listen to what that that attraction is to the organization and continue to hit on those spots so that then all of a sudden they realize that they’re not just somebody that has pockets that they could give two, but there’s somebody that you care about and you want to educate and therefore that makes them i want to better your organization and better your mission and that’s, what we’re trying to do here is not just continue bringing people in tow us, but to better our mission and to solve our mission and that’s how you do it through those touchpoint of social media, okay, and let’s, bring this back to the end of your campaign. What would we then do specifically with that person? We’ve given the information that we know? Absolutely so with the end of your campaign. What were stressing with that social media point is if you have somebody that you’re reaching out to via social media, you need to make sure that they know when you touch them and other organization or other outlets that they know that it’s for the same campaign, so the branding around that is really important. So if your hashtag in twitter is going to a certain level of detail than that needs to also follow through on facebook and the facebook brandy needs to follow the branding that you have in your e mails and your email, brandon needs to be on the landing page or the donate page that you have on your website. So we’re really trying to make sure people understand that it’s not just sending them to donate form. That’s been on your site for eleven months, it’s sending them to donate form that’s branded towards what your campaign is, regardless of whether it’s end of year or not, so that you can really bring them in and let them know that everything you’re doing is targeted towards something, whether it’s an end of your campaign or whether it’s a campaign to save the ocean, you know, so that’s, really where that planning comes in place is well, is that you make sure that all of your touchpoint are branded towards what you’re trying to do. John wants a lot more about the importance of brandon as it relates to the end of your campaigning or not just important co-branding friend of yours cause in general, or just, well, certainly toward fund-raising gold. I think when you brand mean, so if you’re branding this pacific campaign and then you bring your it’s really to attract a new face or in this case, it was more online people, right? So you’re trying to grow your list through these different types of brands and appealing to people where, what, what strikes them and what’s going to make them react to you so that you can then go on and foster that relationship going forward? Okay, so i think one of the things that conservation international did well last years, they thought of a brand that spoke their mission, so it was people need nature to thrive. And so that was the brand that that was underneath conservation international for their end of your campaign, which was so fantastic because it spoke their mission, but then it also gave them away toe brand the unique pieces that were connected to the end of your campaign to a smaller micro campaign that was still a part of the entire organizations goal and mission overall. And so they picked something, and then that theme carried through all of their channels so that people knew that when they were getting something that said people need nature to thrive when they hit the website. It also said people need nature to thrive, and they were able to kind of carry on that slogan throughout all channels so that they could whenever they had a touchpoint or whenever somebody interacted with conservation international, it’s stayed on that campaign and gave them a really fresh look without stepping away from their brand. John, it sounds to me like leadership is critical in this because we’re talking about talk about different departments working together exact about them were going to your heart striking to the heart of the mission. Yes, and you have me on that and leadership non-profits is sometimes very like a university where you have siloed leadership. Will you have different organizations that are responsible for certain budgets, and sometimes they don’t play nice with each other and you can see organizations where they do have overlapped, so have a unified front within an organization where there are looking too a goal going forward for this type of campaign is very important. So it’s gotta come from the top. Yeah, and that’s the way it using the right it’s just it’s the top saying here’s, your number, meet your number but it’s really usually two or three levels below the top where it actually gets implemented, where the plan actually gets put into place and that person is unifying the team to get the results, and so the top is sort of they want and number and when they don’t need it in there, you know, there’s things to pay, but you know that that is a struggle that we see quite often in non-profits so weii deserved you try to help also bringing that together, bringing fresh ideas, bringing the best practices that we’re seeing from the hundreds of clients that were working with that have the year and campaigns, and then helping them get through those hurdles and get through those home. Oppcoll yeah, i was just going to say that, you know, this sort of two conversations that were having, you know, about branding and about, you know, leadership in the case of conservation international, specifically last year’s you’re in campaign or sort of one of the same, um, you know, having a brand, a strong brand is important for any organization, whether you know is for-profit or non-profit or, you know, just a kid with a lemonade stand, you know, on the side of the street and so, you know, we really try and cultivate that twelve months out of the year, and people need nature to thrive is actually sort of cia’s tagline, you know, we sort of adopted it, and so when it came time to, you know, do a year and campaign, you don’t have to reinvent the wheel like we literally just made our tagline the theme of our year in campaign, and then we put it on everything because that’s, what we do and that’s what we believe and so, you know, this sort of leadership approved idea, you know, sort of the core see i’m messaging is what we call it, you know, internally, you just have to tweak it a little bit and, you know, use it to fund design things and, you know, make sure it sort of has a visually consistent identity and that you’re telling compelling stories and all of a sudden you have yourself a year and campaign and the thing that i like about that is that when if you do have that trouble of siloed if you do have a campaign that has a specific theme, even if your direct mail team is on a completely different side of the building or is, you know, not even in the same office building as your media team, then because you have that common theme, even if you are silent and you’re working through those blocks that you’re trying to break through, if you have that common theme that gets hit onto your direct mail piece or gets put onto your social media board or gets set up on your donation form all of a sudden least it looks upon appearance that you are branded and cohesive, even if, on the back end you’re working with suri group or working with somebody else. Teo, get that strategy together so that all of those silos are speaking to each other. Karen, what else should we be saying about bring it back to end of your campaigns that we haven’t talked about yet? One of the things that we’re trying to do so that the title of the talk is thinking outside the box so we’re trying to get people to look at what they’re doing now. And maybe do something a little creative, so we’re going to talk about a couple of organizations, especially conservation, international and all they did something unique that helped them stand apart from all of the other organizations that are going to be fighting for the same donor’s because you, you know, there’s only so many people out in the world, i know we have over seven billion, but of those you are going to be fighting with organizations, not just the same ones of your mission, but just all organizations for those donors and there’s only so many dollars out there, and you want to win as many as possible for you. So what can you do to be unique? And so we’re going to give some ideas, and then our hope during the session is to get people to brainstorm together so that maybe they leave the this session with that one piece that’s going to make them creative. Are there more ideas that we haven’t talked about yet that you plan to share tomorrow? Absolutely. Well, okay, well, who wants to wants to throw another one out? I’ll go ahead, since you know we’re going to be talking. About some of our stuff, you know, just one of the things that we did, everyone has a light box at the end of the year, you know, you get a gun organization’s website and it pops up and you know, it says either you donate or, you know, you know, take this, you know, activist direction latto light boxes, okay, yeah, yeah, sure, let’s back-up said so i don’t have to explain why rebecca, because on tony martignetti non-profit radio, we have drug in jail, i am in charge in jail. The youngest may be the youngest, i’m not sure, but wait to have anybody drug so quick, quick parole, if you’ll explain what a light boxes so i will exercise my get out of jail free card and say that a light box, if you, you know, let’s, think of it it’s, like, sort of a non annoying pop up if you go to a website, if you go to most non-profit websites, i suspect you’ll see some right now as they’re getting ready for the end of your campaign, you know, will pop up sort of, you know, transparently, you know, over the main page and it will have, you know, a message, you know, and that message might be donated. Might be please take this action, you know, like save the whales cia doesn’t really do save the well stuff. I don’t know, i said that, but it just sort of came to mind what all of whales and you connects out of it and just go to the main site, okay? So you’ll see a lot of that a year and, you know, because we’re trying to get folks attention right off, you know, we don’t want them coming to our website and, you know, doing other things, you want him paying attention. John has something that was going to say a light box is a very good year at strategy. I mean, as far as gathering email addresses and growing your list prior to your end, to give you new people to connect with as part of your plan, lightbox has been very successful. Okay? Okay. Good christmas. Yes. So i’ll be quick. So it’s, you know, sort of a china tree strategy using light box. What we did is, you know, we had designed for us a light box where it was sort of tiled photos of both people and, you know, biodiversity, species, animals, and they literally started disappearing when you came to our site, you know, it said, i believe ignore them and they’ll go away that is using sort of an old classic and just putting a little bit of a creative twist on it, and that was an extremely successful both, you know, acquisition and fund-raising tool for us because it’s so emotionally powerful over northern, they’ll go away and, you know, just little things like that is what we want to really stress, you know, what our panel is? It doesn’t have to necessarily be something crazy, you know, you don’t need but with a clown, you know, sort of running all over your fund-raising marketing who knows things just i need, you know, some clever ideas that air on brand that, you know, sort of expand on, you know, best practices, you know, that the industry that you know you’ll get to hear, you know, places like we begun, okay, john, you want to wrap up, we just have a minute or so because you have to you have to depart shortly, so i’ll give you i’ll give you the parting words around end of your campaign. I think if you don’t have an end of your campaign, you need one and you need to plan and execute it, and the creative strategies are are sort of our this sizzle to the steak, right? So you need to do the creative strategy to drive and grow your grow your campaign’s awareness and get people more excited. And in this case, there last year is very successful, and i think it tapped into a different audience and your standard non-profit donating audience and i think also serbia murder is part of your campaign is you don’t necessarily only have to ask for money, you can ask for people to volunteer and participate in your organization in other ways as well. That was john murphy he’s, ceo of zurich group on seated next to him is chris coletta, social media coordinator, conservation international and next to me is karen collins, technical strategy consultant for the jury group or thank all fever for being guests. Thanks very much. Real pleasure. Thank you. Tony martignetti non-profit radio coverage of pecan twenty twelve my thanks to everybody at b become earlier this month got live, listener love going out san francisco. I think i know who they are. You better be calling in shortly. Carpinteria, california, or carpinteria, california. Welcome, charleston, south carolina, and new bern, north carolina, which makes me think of my dear friend dave, also arlington, virginia. We got the coasts covered, west and east live, listener love out to all those folks. Right now. We take a break when we come back, time for tony’s, take two, and then our regular legal consultants, gene and emily, join us to talk about compensation. Clarity. Stay with me. Talking alternative radio, twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Oppcoll lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. I got more live listener love going out. Tokyo, japan. Welcome. Welcome back took it was frequent listener welcome back. Tokyo tony’s take to my block this week is the value of a cross on on the subway. I gave a hungry man some a bag of pastries that i had bought for a client. Teo cut up and, you know, putting their kitchen for them tio tohave during the day. And when he asked me if i have anything that that he could eat, i looked at the bag and i realized that it would i mean a lot more to him than it would to my client. So i gave him the bag of pastries, and and he enjoyed it. And it was it was actually it was very touching. He afterwards, ah, he looked over his shoulder and gave me, gave me a thumbs up, and i gave him a a wink back and what? It reminded me of his how much i have and how much a tiny, tiny fraction of what i have would mean to so many people who have so much less than what i have and trying to be more conscious of. That because there is there’s no there’s abundance in my life and it’s easy to take it for granted. And that subway episode ahh brought me back. T recognizing how fortunate i am tryingto stay conscious of that more often and there’s a little more on that, my blogged the post is the value of a quash sewn on my block. Is that tony martignetti dot com that is tony’s take two for friday, the twelfth of october and the forty third show of the year. Right now we have jean takagi and emily chan on the line. We have them, don’t we both excellent. Jean is principal of neo the non-profit and exempt organizations law group in san francisco. He edits the popular blawg at non-profit law block, dot com and he’s at g tak gt a k on twitter. Emily chan is an attorney at d’oh and she’s, principal contributor to the non-profit lob log she’s the american bar association’s twenty twelve outstanding young non-profit lawyer and you can follow emily at emily chan at emily c h a m a million gene welcome back. Hi, tony. Hi, tony. Good to have you back. We’re talking this month. About compensation because it seems to flow from what emily and i talked about just a couple of weeks ago. So, emily, why don’t you? Why don’t you lead us into this from from last month? Sure, so are lots. So he talked about the private benefit rules as a tea ad buy squeezed in a very big phrase there the preventable cruise up to the reasonable miss, and we’re going to get not this show, but basically we’re going to look at the penalty that the irs usually will impose when they find an inappropriate benefit going. Teo insider as we talked about last week, ok, so now we’re really looking at, i guess, practically speaking, the kind of penalties that organizations should be very knowledgeable about and also very wary of so that they could follow the best practices and make sure they’re protecting their organizations. All right, you were cutting out a little bit, emily, but we were able to fix the sound quality. Just say that. Say that. Say that very, very rich and wordy phrase again from from last month that will talk more about just say that again because you cut out a little. Bit there, rebuttable presumption of reasonableness. All right, we look forward to getting into that gene. What are the general guidelines for compensation for? And who are we talking about? Whose compensation are we talking about? And what of those general rules? Well, practically speaking, we’re talking about the compensation of the executives. So that would be the executive director or ceo or president and of the cfo or treasure the organization has compensated. Chief financial officer. Okay. And what are the rules generally, that just that it has to be fair and not excessive, that that’s practically the rule, tony. So it can’t be excessive and and the way we try to judge that is we try to look at what comparable organizations air paying. And so the big question is, what is a comparable organization and what is a comparable position to compare? You know who we want to pay another organization and what they’re paying. Let me throw something interesting. Least interesting, too. May our maybe you had illegal minds may not find it interesting, but but i do. Over here, um, you said it’s only for executives, but what i see in ah lot at colleges. And universities, the highest paid people there are often coaches. Sports coach is like a basketball football coach at at a big big, you know, big name program does does this this excessive compensation apply to them? Also are on ly to the executives of the organization that’s a great question, tony. Thank you. We’ll bring you back next month. Thank you. Drinking area. When we’re talking about big institutions like colleges and universities and healthcare systems and big non-profit hospital, the range of what we call disqualified persons or insiders definitely goes up. People have substantial influence over the organization or a particular segment of that organization. So football coaches will probably be drawn in into that equation when they have a huge influence on on the institution itself. Okay, there are just more general rule beside the what we call the intermediate sanction rule their excess benefit transaction rolls the night i go into jargon deal for that. Oh, my god. Yeah. All right. We’re gonna get to that stuff, parent and broader doctrines that you could get in trouble for as well. Okay. Broader than just the executive. So it’s so it’s those who can exercise ah. Lot of control over the organization, wherever they are, wherever they are in the hierarchy. That’s a good way to think of it. Okay, cool. That’s the late person. I’m gonna turn it on. You wouldn’t know it the way i talk. Okay, let’s. See, what is this intermediate sanction? Emily what intermediate? To what? What’s, the more extreme. So the more extreme penalty comes from the world. We have that last month with private benefit private kermit, we’re technically really the penalty is reputation of sabat on that thing’s pretty severe, especially benefit confirmed it was only a little bit more than what it should have been. So what the irs produced then was something that they called their intermediate sanctions. Also the excess benefit transaction will, which instead of replicating tax exempt status, so actually impose a penalty tax on that access benefits so it can be imposed both on the insider who benefited. And it usually starts with a twenty five percent penalty talks with the excess amount, but also boardmember should know that they can also be taxed of ten percent of the excess amount if they knowingly, i’m approved. Ok, knowingly mean let’s, just stick. With compensation at this point, let’s not let’s, not get too the xx of benefits. We’re just talking about direct compensation, cash, cash compensation. So so boardmember sze, who knowingly approved it meaning meaning they knew that it was excessive, right? So they have actual knowledge of the transaction. And when i use the term access benefit, i don’t mean the stuff on top of what say base salary, just an excess benefit itself, which could be a large compensation. Oh, the way that i used that term in the way that fused with the rules. So um and boardmember, who would be considered knowingly approving such a transaction, would be someone who knows the terms of the transaction. I’m also aware of the possibility that that transaction might be excessive in violation of this excess benefit. Transactional, i’m and also, you know, failing to make those reasonable tends to figure out whether it is actually excessive, but this goes back to the fiduciary duties of directors and making sure that there, meeting their duty of carrie’s, loves their duty of loyalty and making sure that they’re making informed decisions and that it is in the best interest of the organization. By not saying something. That’s excessive. Okay, and we have talked about those those duties, those fiduciary duties previously can can. These penalties that are levied against boardmember is, can they? Can they be paid by the organization? Generally, no. So this would actually be triggered under state law of there are provisions that have to do is indemnification, which is the organization’s ability to cover expenses that would come out of situations like this. They’re being stewed in your capacity as like an officer, a director of the organization on dh. Generally, that probably not going to be okay under state law, no matter what. Okay, okay. Let’s. See? Okay, gene let’s, let’s. Turn to you and let’s talk a little about the this the rebuttable presumption of reasonableness that emily mentioned before. What? What what’s that how does that play in here? So these procedures are useful wherever you’re no good for you know that you’re going to compensate one of these insiders amount that is not obviously way below market level, but you should go through these procedures just the general rule. Anyway, if you’re anywhere near paying market rate compensation and their three step, the first step is getting advance approval by the board of directors before you enter into that compensation transaction. Actor thie interested party if there’s uninterested director in there is going to be compensated, obtained from that boat and does not participate in that. Okay? And that would include a gn executive officer who’s who’s on the board. Because of that position, ex officio boardmember they should they should abstain as well if we’re talking about their compensation. Right. Okay, so you get the advance approval with with the abstention of the person who’s involved what it would else duitz step two is reliance on appropriate comparability data. So we’re looking at comparable salaries from similarly situated organizations for similar positions of similar work. So it’s all about getting the right comparable. It might be done through salary surveys, working with professionals that our salary experts in the non-profit mary-jo or maybe looking at form nine nineties, they’re different concerns about just taking other organizations form nine nineties to make sure that the right comparable but a lot of smaller organizations do it that way. What what are those? Well, before we go on, what are those concerns about using the nine? Ninety? Well, they might not reflect in the nine, ninety special payments and vesting of, like deferred compensation. So some organizations may look like they’re playing a really high salary, but those were just the result of past. Things that have been obligations that were paid in the reporting year. So you can’t really consider that a part of the the annual salary, for example, of that executive that showing on the nine, ninety that would not be good. Comparable. Okay, so, i mean, can a small charity avoid having to hyre ah, compensation expert to do these comparability surveys? What are the other ways? Or maybe there is no other way. Well, there are some compensation surveys that are out there for free as well. You confined things from charity navigator. And i believe guys start might have some some compensation norvig wolber free. You have to be careful, though, because sometimes the ranges of the size of the organization don’t play in your favor. So, you know, they may say, well, this is the average compensation for organizations with annual budget between one million and ten million. And depending upon where you fit in that structure, using the average may not be appropriate for your organization. Right? Okay. Okay. Um, and then add a couple more things to the comparability that it’s? Because you brought a small organization a general rule for organizations with less than one billion and gross receipts toe have at least three. Comparable. So it’s. Not necessarily this. You know why spread search for comparability data. But tow have three is generally considered reasonable. And another thing to consider is this really just giving you an idea of the band with a salary that’s out there, but it would be problematic. Front organizations just look based purely on numbers and decide. Ok, just because it’s it’s in the band with that that’s appropriate on that kind of goes back to your example of the football coaches where sometimes just so you that if you keep pushing the upper limit of the band when you just start to see these ranges leaves up and up and you really do need to look at the performance and the duties that are being like that? Yes. Okay, of course. The right, the person’s performance as well. Not just what other people are paying somebody similar in a similar organization. Okay, thank somebody. Thank you. Look at the geography. Because i know in manhattan in san francisco, where we are the average salary’s going to be much higher than somewhere in des moines, iowa. Yeah, okay. Okay. And there’s one more part to the rebuttable presumption. Can you can you explain that in about a minute? Gene? Yeah, the third part is just timely an adequate documentation of the board action. So that means really putting it down in the minutes on getting those minutes approved by the next board meeting. So you just want to make sure that you’ve documented it and if you’ve got comparable, attach the comparable to the minutes to prove that the board has actually looked at these before making that determination and approval. All right, now that we’ve explained the three prongs of the rebuttable presumption gene, please explain what the hell a rebuttable presumption is that’s great, what what it does is it shift the burden from your organization have to prove that the salary is reasonable and shift it to the irs to prove that it’s unreasonable, which the irs doesn’t want to do because it takes a lot of work. So if you just go through these procedures, you kind of put a big barrier to the irs to go after you brew for paying excessive amount because you say i’ve used the procedures that treasury regulations have approved. This is the way it should be done in the iris used to get it back off at that point, unless they think they have a really big fight. So then write if you follow these procedures, the compensation is presumed to be reasonable. But the irs has the option, although it it’s unlikely that it would exercise it to rebut that presumption and try to prove that the compensation was unreasonable. Is that right? If they want to take it to court if there were. Okay. Okay. Likely. Okay, but it’s presumed rash reasonable if you follow the three prongs that you laid out, correct. Okay, we’re going to take a break. And when we come back, jean and emily and i are going to a little role play exercise, we’re going to be the board of directors and we’re going to decide on somebody’s compensation. Um, i don’t know one of you two is going to chair the meeting, so you’re welcome over this break to figure out who that’s going to be and i’m going to be a boardmember and then the other person be boardmember too. So stay with us for that role play. Exercise don’t know. What’s going to happen. I hope you’ll stay with us. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? 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Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Durney i got more live listener love laurel, maryland bend, oregon, and tokyo. Welcome to our second listener in tokyo. We got more tokyo listeners than we have oregon or south carolina or north carolina listeners maurin tokyo than, uh, most other states listening. Okay? Jean emily, we’re talking about compensation, compensation, clarity, and we’re going to our role play board board meeting now. Who’s the chair. I’m okay. Genes. The chair. Emily, you and i are board members or way just regular boardmember zor is one of our compensation under discussion or what? I think we’re about boardmember okay, but neither of us has our compensation under consideration. We removed that person’s removed. Okay. All right, go ahead. Jean. You’re gonna share the meeting. Okay, tony so right now we’re talking about approving the compensation of the candidate who is going to be our executive. Wait a minute. We didn’t approve. We didn’t prove last month’s meeting meeting minutes. What kind of what kind of foisting? Of ah, fake what? We didn’t approve last minutes less months. Meaning melkis consent agenda earlier, tunney and now we’re on the second part of our meeting. We’re okay. All right, go ahead. I’m taking my time, taking my fiduciary duty very seriously. I don’t care, loyalty and what’s my third fiduciary duty. Besides karen loyalty, a lot of people like this, they obedience obedience. Okay, well, i’m not all right. Well, i mean, i’m failing on three, but but i’m taking my first two very seriously. All right, go ahead. Emily. Emily obviously doesn’t care, but she’s like lester, let me see lackluster boardmember i hope your term is up soon. Emily all right, okay, so we’ve got an executive director that we need to hire, and this executive director is pushing us for a salary of one hundred thousand dollars and the possibility of bonuses of up to twenty thousand dollars for pizza. We’ve got a million bucks in our budget, and we’re not really sure whether approve this compensation or not. He looks like a great candidate, but there’s some other candidates out there as well. What do you think, tony? Should should we hire this person that the salary they’re asking for? Well, do we have any comparable data by organizations that are similar to ours? Go thin geographics and also annual budget on dh with that data also be comparable in terms of this person’s responsibilities. Emily, i think you were convicted. You right? Collecting this data? Yeah. So i researched some organizations that of similar type similar size and similar roles of executive directors. And i found three different data points. So, uh, one and these they’re all in our geographical area. One is eighty thousand one. Report ninety thousand and another one report. One hundred and ten thousand. Okay. We’re looking at one hundred thousand with the possibility of a twenty thousand dollar bonus. What do you think, tony? Um, i guess the bass sounds or so we have. Eighty ninety. First of all, i’m assuming that emily knows what she’s doing when she says that these things are similar. And i’m putting a lot of faith in her because i could be personally liable if this turns out to be excessive compensation. Um, only if you know that it’s excessive, sonny, but that’s. All right, that’s. Right. Ok. Raise a good point about the line. What do you need? A reliable source. Okay, well, your outstanding young lawyer. So i’ll assume that you’re on. You’re on the board. Very in doing this. Surveys what i brought. To the board meeting, and we’re going to attach them to the minutes of the okay, i like the i’d liketo like the base of one hundred. I’m not sure about the extra bonus of twenty family. What do you think about that extra bonus of twenty when the high of our comparable is only one ten? I don’t think it’s necessarily problematic if we have adequate justification for allowing that for example, if thiss opportunity with this executive director is probably going to pass us by, we are in a bind because we’re now doing an executive director succession that we didn’t anticipate and the organization’s going to be really hurt if we don’t find somebody who’s qualified and this is the most qualified person we found and we’re actually getting a really good deal for this person and it is discretionary, so it’s going to be up to the board at the end of the year and we have put a limit on it, you know, maybe we should evaluate again looking at our revenues and looking again at the comparability data whether twenty thousand is reasonable, but i’m not opposed to putting the opportunity of a bonus. Into the contract right now, that’s. A bunch of malarkey. I’m walking out of this meeting. Did you hear me? Did you? My footsteps and i just slammed the door closed, proposed i’ll ask to see if there’s a motion to approve a one hundred thousand dollars based salary with a possibility of a ten thousand dollar bonus. And we will actually look at the possibility of a further ten thousand dollar bonus if we hit certain revenue goals that might allow us to look at other comparable, do you think that’s reasonable? All right, i’ll come back into the meeting. All right? I’ll go along with that. We have to wrap up our meeting very quickly. Yes, i would approve that. Okay, so then we make the most of it. Tony wilbekin were approved way as we wrap this up, being the diligent boardmember right? And just a reminder that we need to have adequate documentation and our board minutes. So i’m going to write down the terms of the transaction. We approve the date it was approved, the board members that were present during the debate. Who voted. I’m not going to attack the comparability data on there and as well document the fact that we followed our conflict of interest policy and removed the executive director from the conversation that was emily chan she’s, a maternity at neo, the non-profit exempt organizations law group and our board chair was jean takagi he’s, the principal of neo. You’ll find them both blogging at non-profit law blogged, dot com, gene and emily, thank you very much. My pleasure. I hope you will be here next week because we’ll be talking about leadership with normal sanski he’s, a consultant and co editor of you and your non-profit that’s a book and he shares his advice on non-profit leadership, his premises. Everything starts with leadership also linked in news. Maria simple, the prospect finder and our prospect research contributor, has two new offerings from linked in board connect to help you find the right people to serve on your board. Hopefully you get better board members and we just had and reasons to call, reveals touchpoint for making contact with the people you want to talk to have you joined are linked in group pakistan is in, i’m telling you, pakistan is a member. Are you in the lincoln group along with pakistan? Continue the conversations with our guests in the lincoln group i’m on twitter you can follow me the show’s hashtag is non-profit radio. I’m also on foursquare. We can connect any of those places. Check us out on facebook next week i will have a new way to wish you good luck the way performers do around the world have been doing this for weeks. So right now you’re still with last week, i’m wishing you a nail in your tire from estonia. No, comey, 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 and the remote producer of tony martignetti non-profit radio is john federico of the new rules today’s show dedicated to my dear friend dave. Ironically, what i remember about him most is his laughter and his smile. I’m very sorry, dave, that you were suffering so much hope you were with me next week. Friday one to two p, m eastern at talking alternative dot com. Hyre durney durney i didn’t think that shooting. Good ending. You’re listening to the talking alternative network, waiting to get anything. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business 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 you’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio 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. Dahna hyre

112: Friends From Events & Get Engaged 1 – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Andrea Nierenberg, president of Nierenberg Consulting Group

Amy Sample Ward, membership director for NTEN and blogger at Stanford Social Innovation Review

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

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Hyre hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host it’s october fifth, two thousand twelve oh, i hope you’re with me last week. Yes, i do simply i hope you were here because last week was the law of attraction to attract major gift prospects and potential board members, you have to put your best foot forward to get what you’re seeking. Melanie schnoll begun is managing director at morgan stanley private wealth management remember, she helps her ultra high net worth clients make charitable gifts and get on boards, and she had practical and valuable advice that applies to any charity soliciting a major gift or recruiting a boardmember also private benefits not dirty but bad. We’re not talking friends with benefits. These air the rules against private and your mint excess benefit transactions and private benefit generally these rules keep your charity operating for the public good. Emily chan from the non-profit and exempt organizations law group is our monthly legal contributor and she explained all those rules this week. Friends from from events andrea nierenberg, president of nierenberg consulting group, talks you through her friendly steps for meeting more people at events of any kind and building a real relationship with them. It’s. Remarkably simple advice and get engaged. One amy sample ward, our social media scientist, kicks off. Her new status as contributor. This month is part one of a series on riel engagement and building trust through online social networks. She’s, membership director for non-profit technology network and ten, and she blog’s for stanford social innovation review. Are you on twitter at this moment? If you are, then you should be following us on the hashtag non-profit radio on tony’s. Take two in between the guests, perseverance, that’s, what i blogged this week and that’s what i’ll talk about at roughly thirty two minutes into the hour. Right now, we take a break. When we returned, i’ll be joined by andrea nirenberg, and we will talk about friends from events. Stay with me, co-branding dick, dick tooting, getting ding, ding, ding, ding. You’re listening to the talking alternative network duitz e-giving. Nothing. Good joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. 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 am on talking alternative dot com. You’re listening to the talking alternative network. Duitz lorts durney yeah, welcome back. We’re always talking about big non-profit ideas for the other ninety five percent, and today is no exception to that. In the studio with me now is andrea nierenberg she’s, author of several books, and i’ll ask her to name a couple of those titles in a few moments. She’s, president of nierenberg consulting group, which you’ll find at nierenberg group dot com you’ll find her name is spelled and i e r e n b e r g nierenberg group dot com, and i’m very pleased that her work and her expertise brings her to the studio and the show. Andrea welcome. Thank you so much, tony it’s great to be here. It’s a pleasure to have you i’m glad you’re with us. Thank you were talking about friends from events. People get a little intimidated at events what’s what’s up. People do because they think that when they go to any kind of an event that they have to get something and i always say before you go, set a goal in your mind that you’re curious, you’re going to go to meet a couple of new people, learn about them, and i always say when i talk about networking, the opposite of networking is not working that every time you meet someone it’s an opportunity to learn from them, be a resource or give something first, if you go with that sort of premise, it’s fun, all right? And we’ll go into detail on each of those. You know, you have a lot of advice around those, but but this is potentially walking into a room full of strangers or mostly strangers. I mean, if i only know two or three a handful of people out of the room, i might not see those people it’s intimidating. It might be, but you could do your research before you go and that’s something that we all have available right now. You can go online, you can see a little bit about the organization you can see about the event that’s going to be coming up, even a social event on a lot of times, i’ll just, you know, connect with the person who’s giving the party or whatever just to learn a little bit about that. So for something it’s a business related, i say, get in touch with the greeter or the organizer before. The event or after you’ve done some homework so you make an introduction b e mail or call them, i’ll say, i’m going to be coming and you know, i don’t really know anyone there. What advice might you have? People are shocked when people do that, then do something really important. Send a note after you’ve spoken to the person or connected with them online it’s that given you some feedback, a hand written note just to say, i’m really looking forward, all right, and we’re goingto that kind of detail. I pulled listeners before the show, and we did have low survey response this week, so maybe less reliable than usual. But one of the questions i asked was, do you prepare before attending your charities social events, for instance, who you’d like to meet, research those people and think about talking points with people? And eighty percent of the people said yes, and twenty percent said, no, they do not. So for the eighty percent will have advice. We will put a finer point on that, and for the other twenty percent, we’ll get you up to speed. Let’s, say a little more about the researcher and how first, how are we going to find out who’s going to be there? Well, sometimes you can go right online and you can see who the board of directors are if there’s a speaker who the speaker is, you can see people that have been other events that they’ve had, and again, you may not get a guest list for that particular evening or that day, but at least you’ve got some people. And again, you may not meet those particular people, but at least if you do, you have the opportunity to go to google or to go to their site or the link dan or anything to find out a little bit about them. So if you do have the opportunity to meet them there, you have some talking points are but there are other people that you could meet that you don’t have. I did the research on. Okay, andi, if this is your own charities event, you might be a fundraiser or an executive director for a boardmember going to an event, then you definitely can get a copy of the certainly i just i’m so excited about this new friends of events, i threw the microphone across the across the table, but i’m back don’t worry on dunaj un injured as well. So then, if you’re one of those people and it’s easy that you definitely should get a list of all the attendees and go through it. It’s very easy and, you know, especially if you say, you know, i really love to meet these people and connect with them on and differentiate yourself. I always say also go to google alerts because any time that somebody has been in the media or the press or anything, you can get some information and you’ll get it like in a low. So you want to set up a google alerts for someone. Now, if this is a big event, you would probably wouldn’t set it up for all the all the hundreds of people who are coming for your key people that really happened. They have that all the time for your key people, because it’s it’s something that’s ongoing because you’re just not going to go to the event, meet them and that’s it. You want to build a relationship? That’s the whole idea. And also, you don’t want to stop the people. I mean, this is this is just getting a zai say to some people gathering intelligence and information, you’re just pulling in. So you have knowledge. When you meet somebody, you have a very short window of time to make a first impression. Okay, understand? So clearly our research is part of our goal setting. When this is all subsumed, i guess in having a goal for the afternoon or the evening. Absolutely. I want to send some live listener love out tio new bern, north carolina and a story of new york that’s queen’s write stories. Queens. Of course. I knew that i used to live in forest hills, queens on dh. This may be a popular time in the story of two because it’s beer, it’s octoberfest and a story of new york happens to be known for its beer gardens. So welcome a story. Welcome. New bern, north carolina. Live listener love out to out to you that’s. Nice, of course. Well, did you expect other one that no, in fact, i’m going to be in a story tomorrow. So that’s what? Okay, cool. You thought i was? A crash host? No etiquette. Okay, that you’re great. Well, don’t get carried away. But you thought it would be okay. Okay, we’ll be fine. Um with just a minute left or so before our first break. What else should we be thinking about when we when we know who these people are that we want to talk about what we want to talk to at that event position you’re, you know, your introduction, something that’s kapin pool to them and something that you could get your point across also, but something very short, brief focus on the other person, don’t focus on herself, which a lot of times people do say something to that person that when you walk up to them, is something that you admire about them. You’ve heard them speak. You’ve read something about their work, something like that and then put out your hand and introduce yourself. Take the initiative, tying your research that you did to the opening a couple lines. We’re all right. We’re gonna take this break and when we return, of course andrea nierenberg stays with me, and i hope 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. Buy-in 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 shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, you society, politics, business, it’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about 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 welcome back, andrea nirenberg is here and we’re talking about friends from events. What is thea the next step after you or you want people to be confident? Let’s? Take that and you want to put my hand out on dh introduced myself, right? I say you have to have your intangible tool kit with you and your tangible tool kit. Okay, what your intent? Intangible you’ve done your research, you’ve set a goal for the event. You’ve also thought about your appearance. You thought about the fact that when you walk into the room, you’re going to smile and research tells us that most people do not smile when they walk into a room, and when you smile and you walk in, first of all, you become more confident you feel more confident internally, you’re approachable, and it also is something that most people aren’t always doing there exactly. So watch the next time you walk into an event. Also, think about what you’re going to say to people, have you or introduction, you know you’re twenty second, if you will introduction, sort of a headline that you’ll have also some headlines about me, yet you have somebody says hey, tony, what do you do? Right. Well, say really, even though they want to know what you do, they really want to talk about who more than anybody, right? Thumb. So right. I mean, myself with there being polite. Absolutely. But i’m just saying, but that’s, how you draw a conversation with people. So as we all know, it’s very common sense also something so basic and self simple. Turn off all your equipment. I know i say this, but how many times do you go somewhere and people are still connected? Have great eye contact. Sounds simple, not always done in a firm handshake. Simple things, but all this is in your intangible tool kit. You know, because you have to think about these things. Also, take a quick look in the mirror and make sure you do give yourself a smile because i have a greeting in my office is a mirror is has a wonderful greeting. If you smile into it, it smiles back. If you frown into it, it returns that greeting it’s basic but basic works. Plus, you want to look to make sure you have spinach thing for understanding through exactly i talk. About that in a lot of my books and people laugh, but i say, you know, what’s critical it’s critical, and then in your end, in your tangible tool kit, this is keep have your business cards, not to give them out unless somebody asked for them, but have them so that they’re with you. I always say, have a prop with you to like something that you might where i wear a lot of pins have an interesting pan, something like that. So, you know, you can start conversation also pen and paper because your people took it was very full. Well, it’s not that full because what happens things are no, i’m pinned on bulky with my cards. No, no, no, no, not a lot less is just want one cup, one interesting thing, okay? And the thing is, i always say, don’t matter how sharp your mind is, it’s still weaker than the pale of stinks so i may learn something about you, toni, and then i’m thinking, i want to be able latto follow-up but i don’t have to write something down, so if we’re in a longer conversation, i might say, with your permission, could i write a few notes down because i’d like to be able to follow-up you don’t think that’s, you don’t find that craft if we’re in a conversation for awhile for discussing things not go? No most the time, the reason i have is after we walk away, then i think development officer going more morgan’s, you know, you’re not interviewing the person, not drilling them, but you know how sometimes you just like, well, that’s, right? You talk for a while, then you might say, just let me make a couple of those yeah, right, you know? And i’ll use their business card, teo, to make those, but no, i’m gonna correct on that because one of the things is i’m glad you brought that admonished no, no, not at all, but what happens if the business card if you think about in the far east and i’ve been there eight times and i always think about that when you get someone’s business card, they give it to you almost like it’s, like it’s them. I have heard that exactly, and people study it, they look at it, they come in on it, so you know what i’ve started. To do when i go to advance or when i meet people anywhere, i will get the card. Then i might comment on it. Tell me a little bit more about that and i just did this on one of my client programs that we do these webinars and all thie advisers in the room were like saying this’s, fantastic. Okay, something to dio, but we’re not in the far east, so i mean, here in the us we live in. We don’t. We don’t revere the business card. It’s maura, we should those, but but you know what, it’s? Another talking point. So the thing is, we usually to convince me of this. All right, well, i don’t want to convict e what i always say. I know, i know. I always say take the best and leave the the rest. Okay? But my point is when i will be with you so i know twenty tow woobox tangible and, boy, i got a front once i’m learning all the time. But the funny thing is that when you do look at someone’s card or ask some questions no, that part i love because because there’s often there’s information on the card that i think, oh, i used to live there or but i don’t look at it until i’m in my house. I met you, so i’m not. I’m not disagreeing with you about the staring at the card, actually reading it in the president, nothing glancing at the card really, i am being admonished is no question about that, but that’s okay, yes, we are definitely having fun. So but it’s the it’s, the not writing on the card, you know, because we’re not in the far east, it doesn’t matter. Well, again, i always say take don’t take the bus leaving, the rest were gone and i got the window, okay, but my point is because sometimes if you write on someone’s card, you know, a lot of times then you know it gets lost or whatever i say take it back, put it into your database or wherever you keep your information and that’s really what you need to dio and then put down your notes. So i’m putting my notes elsewhere. Now, if i’m in the midst of the conversation and it’s a lengthy one, as you suggested, then i’m saying, as i’ve done you mind if i take a few notes? So i need to have a little piece of scrap paper with many scrap paper? Nice little, you know, booklet being admonished again. I i’m screwing this up so badly that you’re going to make me a hermit. I never got to see this is never going to another. You could take scrap paper. It’s. Okay, but my point is, i take a little like all these wonderful little, you know, mole skin, but yeah, they’re pretty they make a much more efficient for station pieces. They make a professional appearance. Of course. All right, you’re straightening me out there, not admonishing. Okay, let me send a little live listener love out to maywood, maywood, new jersey. I have relatives in maywood, and that could be them. I don’t know. That’s grove street in maywood, new jersey. Then that would be my aunt uncle, but could be anywhere else made with the big town maywood, new jersey live listener love. And also hey, fay, china that’s. Not that’s, not in wyoming. I don’t mean. Hey, fay, china, wyoming. I mean the city of hay faye in the country of china as well. And were very apropo to send live listener love teo to our asian listeners because we’re talking about the business card and how it’s revered and how sloppy i am at events know that you’re you’re saying it makes very good sense what i did use those in a little bit now feeling defensive, you know, that’s very bad i would those little scraps i would take in the corner on it was actually not a scrap. I mean, i would have, like, a legal pad, a couple pages, and i would have it folded, but i would go off into the corner and make my notes there, but i like i like the idea of doing it face to face with the person and having a little conversational, beautiful piece of stationery that i’m writing on or some herbal note, because it makes the other person sometimes feel well, you know what i’m saying is really important, and you’re taking an interest this guy’s a big shot. Look at this cool look, it’s called a notebook people, and i always ask permission of stock it absolutely right. I’m with you. Yeah, i’m the crash one and you know i don’t know there’s different kinds of people. Yes, we can meet absolute have them identified, categorized where those with those types of people. Okay, well, after i’ve done my own research on the people i’d like to meet if i have, i’ve identified them, so i’ve already done my homework, but i may not get to meet them, so i always want to be prepared. I walk in the door, right? The greeter is right there if i’ve had in any kind of conversation with that person in advance. It’s wonderful to be able to say hi, so great to meet you in person because you have done the previous i’m coming. I might not know too many people. If not, i still seek that person out just so i can introduce myself busy though i am not going to spend a lot of time, but you go over and say hello. I just wanted to introduce myself. Thank you so much. I’m looking forward to the event and then come back at the end also to say thank you. Okay, simple talk to the people that are in front of you and behind you in line when you’re checking. In because just to say hello, what brings you to the event? So at least start conversations, people usually that air standing by the food at the bar? Isn’t it true? Yeah, great places just to walk over to people because it’s all about starting the conversation of working, the impression is very collegial around the food table you’re sharing force and well, serving for their not shaking or you’re just talking, everybody gets their own eating. Forget my events in-kind events you’re running, but i don’t know that’s an idea, but we’re also we’re only sharing the serving fork, so but literally there’s a physical sharing it is sharing the table space around which you’re walking, you started cos bar you’ve got your elbows on the bar? Yeah, so you’re sharing and basically all you’re doing, especially for people who get intimidated a lot of times about events saying, oh, who do i talk? Teo this’s. Perfect, because you could just start a conversation. Hello? What brings you here? Open ended questions would always have your exit strategy, then exit strategy thing. The other thing is people who are by themselves, you know, there was always somebody standing or sitting alone and we’ve all been there, so i always will walk up to somebody and start a conversation with them. Also, if you’re in an event when i’m there, the odds are that guy standing alone is gonna be named tony martignetti looked out, we know it’s a lot of that’s great, so i actually do engage, but now that’s a very friendly thing to do because people who are standing alone, you know, they don’t know what to do with their hands have a drink in one hand, the other hand is in their pocket or ah, there, you know, feigning using their phone, which i know you’re that’s bad, i mean, definitely should be disconnected when you’re walking into an event supposed princessa you don’t really want to be distracted right in the midst of a conversation, even if even if there’s a tone going off and you ignore it, it’s still just, you know, it’s a distraction, right? It is, but but these people standing alone, they’re they’re fainting, using mail checking, you know, you can walk up to them and saying, of course, well, what’s, the worst right? And they’re not going to give you the worst know it wasn’t really that great there alone don’t who are there other categories of people that we threw? The other group is like if there’s everybody’s engaged and there’s, we’ve talked to all the other we’ve talked about then i always say, walk up to a group now, not to people, because two people could be having are having a conversation so you don’t want to interrupt, you know, want to stand there, but if it’s three or more people just walk up and i do this all day, that teo and i will stand there usually they know you’re there after a few settlements, right? And i’ll say something like, you look like the friendliest group here, i hope it’s okay, that i came over here alone and i never tried that, all right? I just weighed on my way in because naturally, the group will start, expand and allow you in people just do that. I mean it so’s but that’s a good one. This looked like the most interesting group. But then if you go to the group next to them, you can’t, you know, because then you can use another life or something. Like that or else by that time, you could bring over, say, tony, i’d like to introduce you to or do you know, the people over there with it’s walk over together? And isn’t that a key sort of seeming like the host you’re trying to take over from those who want to seem like making connections so little boy about exactly and that’s? Why i always take on that premise in my mind that i want to be the host or hostess when i walk in for myself. So i want to greet people and be open and everything, and also because i’m an introvert, i’m a learned that you are martignetti learned extra that’s well, that’s very encouraging for the twenty percent of people who who said they don’t do their research and actually related to that. I asked another question, preshow you’re at a professional conference and you’re the last person through the lunch buffet. There are two seats left, one is at a table of strangers. The other is a solo seat at a small table all by itself. Where will you sit? Eighty percent said they would sit at the table, strangers twenty percent said they would set up the solo table, so for that for that twenty percent that we’re talking to, so you’re meaning that they’d sit by themselves instead of sitting at a table of strangers, and then i set it up solo table, so there’s nobody’s going to sit with them. So so now for your for the person who’s dahna needs to be a learned, extroverted what’s your advice there because that’s that’s you i exactly, i would say, you know, you need to have your own kind a pep talk in your mind that when you walk in and say, you know what, i’m going to jump out of my comfort zone, and i’m going to sit with some other people i don’t know because what’s the purpose of going and sitting by myself, i’m there to learn and to meet and connect with people and say that to yourself. And if you ask the person next to you, you know, has this seat been taken? Obviously is open so you can just perfect opportunity to say hello to the person on your left person on your right and just daughter conversation, but just if you think about learning e-giving sharing and asking open ended, high gain types of questions to the people, then it’s not scary, then you don’t have to focus on yourself, okay? And small talk is has a place in this right? Small talk is big talk you say to the person is a seat open. Okay, now you’ve already opened the conversation, right? So that’s, the first person why is small talk big talk? Because that starts the conversation report and everything like that and just be open and observing and aware. So the person sitting next may, maybe they’re all talking to people. Eventually there’ll be a lull in the conversation. So while i’m watching, i’m observing and then i might just say to somebody, you know, i couldn’t help, but over here, would you mind if i, you know, offered a piece of advice on that or something? And a lot of times you get into that situation, i’m thinking of the sitting at the sitting in a seat table, strangers people start looking at you, whether they’re in a conversation or not, they start to recognize that you’re they’re just like when you’re in the in the bar area, you know? Milling in joining that group, people will start. Teo will start to recognize yes, but it’s also, you know, when you sit down and you’re the last person to sit down it’s like you make a presence right there by doing that, so even if they’re all talking to each other, you know, you sit for a minute or two, but then you just start the conversation they know you’re there being an extra vert can be learned it’s very much learned. I talked about that a lot, okay, you mentioned the exit exit strategy. All right, so now we’ve been in a minute conversation a little too long, andi were sort of getting back to small talk now, like now we’ve now we’ve exhausted goodcompany ation and we’re back talking about the weather and traffic what’s my for that if we’re going to follow-up i always say there’s four things to do in every conversation learn something about the other person. So you tell me your name. Tell me a little bit about you. I want to focus on you, the other person give something. So maybe something you told me. I could give you a piece of advice. You know, tony there’s an article that you might be interested with your permission, would it be okay to send it to you? And then i would always ask you, your preferred method of communication if we were going to stay in touch, so take something away, and then if we were going to stay in touch, find a reason to follow-up say, you know, you said you’re an email person, would it be okay to reach out to you the e mail in the next week or so? Maybe set up a coffee or something? And then it’s been great meeting you enjoy the rest of your time here? Or i might say, my time’s already been well spent. Thank you so much for the conversation enjoyed the rest where i might say, tony, i don’t know if you’ve met so and so and put the two of you together and then walk away, right? Andrea, i’m gonna believe you gave about thirty five tips in this time that we’ve spent together, so people will have to go back and listen to the podcast and take notes because incredible advice. We just have about a minute before we have to depart, tell me the name of a couple of your books, non stop networking had improved your life, working career, million dollar networking a sure way to find, grow and keep your business. And i’m very proud about the book that’s coming out networking for veterans, which was done in conjunction with military and it’s coming out on veterans day. And can we find all information about that at nierenberg group dot com? Right? Andrea, i’m going to take so i’ll take a look at the time because this is really very important to me. Tell me what it is that you love about the advice that you give the work that you’re doing around this subject that we’re talking about, because it’s, you know, i was an old dale carnegie instructor if anyone ever read that years ago in the book how to win friends and influence people, and it was very, very important to me because i was always very shy. When i moved to new york, i said, i’ve gotto really put myself out there and build my business and do everything i was going to, and i always hear my wonderful dad up in heaven. Saying to me, read that book and then take the course, and i became an instructor while i was a publisher during the day and that’s that’s a long time ago, because i started my business nineteen years ago. But mr carnegie’s advice is everyday common sense, and this is what networking really is. If you look at it about giving first being a resource and sharing with people and making friends building trust simple. Andrea nirenberg is president of nuremberg consulting group nierenberg group. Dot com. Andrew, thank you so much for being a guest. Thank you, been a pleasure. Stay with me, tony’s, take two, and then any sample war. It kicks off her new status as contributor. When we talk about get engaged, one and i have a feeling he’s going to a lot of overlap between andrews conversation and amy’s conversation. Stay with us. Talking alternative radio, twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre awareness for two exciting events. The small live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to the talking alternative network. Dahna if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Welcome back to big non-profit ideas for the other ninety five percent time now for tony’s, take two. My block this week is perseverance. Last weekend, i did the tunnel to towers five k in here in new york city it’s ah, memorial event for a firefighter who ran through the brooklyn battery tunnel on his way to the burning the world trade center towers on september eleventh, two thousand one. And he was last seen at the corner of west and liberty streets that’s the last time he was seen alive. And so that’s what? The race starts on the brooklyn side of the tunnel and goes to west and liberty streets. And there was a there are a lot of wounded warriors walking that, um, that five k and one of them. I don’t know his name, but he moved me. He had lost in one of our wars, both legs and an arm, and he had those they’re called either j legs or sea legs. They’re called both the artificial limbs below his thighs and also had an artificial arm, and he was followed by someone who had is a wheelchair with them one of the very high tech wheelchairs, but he did not need it. He had it following him, but he never used it. And just watching him come through the tunnel. A zay was going past him, gave me chills and made me think about perseverance. And so in all our work lives and our personal lives as well. In honor of that very wounded warrior, i encourage you to persevere and that’s on my block, which is at tony martignetti dot com. And that is tony’s take two for friday, october fifth forty second show of the year with me now is amy sample ward as a snu status as regular social media contributor. Last time she was here was the one hundredth show in july. She is membership director for in ten the non-profit technology network and she’s a blogger for stanford social innovation review. Any sample word? Welcome back. Thank you. I didn’t know you were going to make me cry today. Oh, yeah, it was very human moving you just like long stride in. I was there with you. You know, you were painting a picture. Well, good radio is an intimate coming. I’m very glad of that. Heimans we’re talking today about getting engaged and engagement, of course, in online networks, this is all sort of setting the right kind of tone for our for our work online, right? Yeah, i’m so surprised how much andrea already stole our thunder for this conversation. I feel vastly under equipped. I’m not here with bucks and i don’t have a toolbox don’t like really great tweet oppcoll phrases i don’t have any of that, so we could just bring her back. No, you know what you’re doing very model, you know what you’re doing so let’s, apply your lessons, which overlap with hers. Teo teo online. What? We’re going to have the right kind of tone yeah are are working in the networks i think a lot of organizations, when they’re thinking about either starting profiles or getting them more active, the question they have is, well, what do we talk about what we do, what we say, you know, because they know that just re posting content from their website isn’t very engaging, but they’re also like, well, at least we have that content so that’s something, you know, they don’t know what to do, but just like what? Andrea? Had listed off at the end, you know, be the resource for the community, build trust start the conversation because maybe they’re just following twitter and they’re not saying anything. You don’t know what to say, you know that all those principles apply online and not that, like that’s all that you’re ever going to do? I mean, we’re going to keep talking about engagement for a few segments, you know, there’s more that you can do to build that up, but when you’re just starting and at first and as your default, you know, one today, make sure you are being a resource to the community post something that isn’t your own content, but, you know, is something that people are looking for or is in the news, et cetera and make introductions you don’t have to just tweet hey, everyone, follow me. Maybe one day you can also tweet hey, i’m at the sky at the conference today. Tony’s great follow him that’s about example but way understand the larger concept. Yes, well, that’s what that’s, what followed friday is all about? I don’t know if you use the hashtag ff follow friday you’re supposed to encourage your followers to follow people that you find interesting. Yeah, and i love it when i actually see organizations do it. That’s, of course that’s on twitter buy-in andi, you know, just with the pound sign and an ff and saying, you know, hear other organizations also fighting the fight with us or or whatever and showing that it’s not about them, not the only ones in this important during this important work. Here’s other great u turns out someone else cares about cancer, who knew? You know that there’s always other other organizations, and it doesn’t have to be the people you have. Ah, you know, standing partnership, mou with and it’s a real thing about jargon jail? Yes. Memo of understanding yes, first time, but not if but you know, it’s it’s, not people that you have to recommend. Yeah, but if i am a charity, why would i be if i was being devil’s advocate? Cause i do agree with what you’re saying. If i’m a charity, why am i going? Encourage my followers to follow other organizations that they might then start volunteering with go to their walk, run, start donating to them what i am going to take that chance. So that is a great segway into actual data that we can talk about. S o markgraf bitters, strength of weak ties, which is back from the seventies. But it is great and still still alive and well today from the seventies. So he identified four components of what he calls tie strength. And one of the four is reciprocity, so saying and setting the tone and showing that you are so confident and at home in this whole ecosystem of other organizations, that you’re willing to recommend other organisations, you’re willing to point out the research that someone else did. That’s actually the research maybe your community was looking for and you just don’t do that research, you know, so creating the reciprocity being the first one to do it so others no. Hey, it’s. Okay, we can actually work together in this eyes, one of those four components to actually bring the community together and strengthen it. Okay. I want to get to the others in a very brief second baguettes and live listener love teo schenectady, new york upstate new york’s connected e is that where i believe that’s? Where union colleges that was one of the colleges that rejected me nineteen eighty among it’s, it’s, a long and distinguished list of colleges that rejected me. Union college was among the my beliefs connected in new york. I’m pretty sure seoul, seoul, south korea welcome and rifle colorado. I love it. I love it. Rifle welcome live listener love out there. What are gary’s other? Wait, wait, mark. Exactly. I’m sure one of them is probably active listening good being a good active and attentive listener. Sorry, sorry. Mark so the other 3 and these still tying to some of what andrew was saying earlier trust time and intensity. So how are you building trust being transparent, showing that you have, you know, confidence in the other people, whether that’s the community saying, you know, giving you feedback and you actually saying yes, i heard you and that’s great feedback time, so not just posting at noon and then never engaging the rest of the day, you know, because it’s not you’re not going. You’re not spending much time with people, and it doesn’t mean that you have to literally have facebook open all day long and your chest watching facebook but it means once you post something, maybe check back in in two hours because if people commented, they don’t want to see it took you two days to notice that the comment, you know so doesn’t have to be ah lot amount of time, it’s just the consistent time, you know, on then last is the intensity, so don’t just reply and say thanks, thanks, you know, on twitter blogger exactly you want to actually read what they tweeted to you and then respond to the message? Okay, so thanks for that comment or, you know if someone posted on your organization’s facebook wall say, oh, that’s a great idea, here’s what i think of it or, you know, have some substance tow how you’re replying because a lot of organizations think, well, we’ll just right. Thanks. Thanks. Thanks. Every time someone retweets us and yeah, they do get the feeling of the you got it. But then they look at your twitter stream and i go. So you just say thanks no matter what you know, like you could automate that and the robots of the internet could do it for you so making it really human bon ce again. Just strengthens that connection, okay? I think another way would be if we talk about facebook clicking like all the time and giving again there. One word, you know, thanks. Whatever, but rather than just clicking like i mean, like, so good, i mean, there’s a value in like, but you don’t you don’t just stop there every time, exactly, exactly. And sometimes alike is all you can do. Sometimes someone post just thanks to you. Well, just hitting like that is great. You know what? An eye for an eye i but if someone took the time to write a thoughtful comment or to try and give you a suggestion, they want more than a thanks or or a like, you know? Okay, now you talked earlier about engagement and and i want to talk about certainly beings a little open this around engaged, posting things that are appropriate for openness and transparency on the sort of on the governance non-technical side. But they also translate to engagement on the social media side what’s your advice around some of those, like the nine, ninety and things. Yeah, i think it’s i definitely think everyone should post their nineties because at the end of the day, they are publicly available, so it isn’t that people couldn’t find it out about you putting it on your website. I mean, the number of people that would download it is still very small, but the fact that you are being transparent and forthcoming sets a much better tone. We’ve even had people at inten email us and say, oh, my gosh, i saw on this page that you’re nine, ninety is visible i think i think that was a mistake to really have your way, and we’ve had to reply and say yes, we put it there. We want you, by the way, you could have got it from the state attorney general likely our star star scott go. Exactly. Okay, so what else? What else besides the nine? Ninety? So i also think that there’s, you know, other than that one time of year when you have the nine ninety, there are lots of times that you could be sharing things openly in a way that isn’t just here. We put it up on the website. But we want you to engage with us around this like we just got a grant. And this is what we’re hoping to do with it and, you know, here’s, the plan, whatever join us on a call to talk about all that we’re going to do in this community with this new gripped, you know, it gives recognition to the funder, which, hey, what funder does not love recognition, but it also sets the tone again from the beginning that, hey, you’re, we expect you to care about what we’re doing, and we’re going to give you the opportunity to you hear about it firsthand for, you know, as we’re getting started, not a report two years later, and we want your feedback doesn’t mean you have to use every single piece of feedback, but you’re giving them a platform to connect with you from the very beginning of that of that program, the one that troubles me i see often is a list of board members that’s typical, but just a list of names here’s, our board and then he is this is president, the chair of the board, the treasure but there’s no little little bio mean, yeah, you know, i don’t want their home addresses, but give me a little richness and what? What their help me connect with your board so that i can see what makes them passionate about your work. Exactly. And i think, you know, a lot of organizations have tried to make their staff page very engaging. You know, like here is the email address for this person or here’s, the twitter account for the team or whatever. But then you go to the board page and, like you say, it’s, just a list of names, why not connect to their linked in profile or it doesn’t have to be again, yeah, doesn’t it to be there home phone number, but give it something so that you recognize it is a social space we’re working in and people could look that up linked in profile is a great idea. They’re about paige about dot com something exactly some depth. Okay, um, let’s, take a break, and when we come back, of course, amy sample ward stays with me, and i hope you do, too. Talking. Hi, this is nancy taito from speaks band radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potential jules it addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y monty taylor dot com how’s your game want to improve your performance, focus and motivation? Than you need. Aspire, athletic, consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness, buy-in. 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. We’re talking about online engagement with segments called get engaged one because there’s going to be and get engaged too, and maybe get engaged three with new social media contributor amy sample ward. You want to create a tone that is open and encouraging to how do we how do we encourage people to post and comment? Well, a lot of organizations, i think, struggle with that because they are waiting for it to happen magically, like this engagement fairy is going to go about their community, and then everyone is just going to give them lots of ideas. So part of it is, you know, asking questions versus just posting here is thie information, you know? What do you think about it or we’re thinking about doing, you know, every friday we have ah, staff brainstorm, what do you do on fridays? You know, things that don’t require you to go research something to come back with a response, you know, that starts to build ah, little bit of engagement over time, and then people just get used to talking with you in that space, but the other part of it that’s a little bit more proactive is actually listening to the community, see? See who else is out there that maybe follows you that every time they post a question, everybody starts replying, you know? And and just an influencer exactly. And using the word influencer jargon jail whenever it’s called lawrence was perfectly fund-raising jail. So but there are rules. There are boundaries and rules on this show. Only i put people in jogging owes your first time. I think we’re changing the rules. We’re gonna have trouble all right? Down, sir. And influence or influences? Yes, but i think that that word has gotten overused by, like, you know, just by certain platforms that are supposed to just magically calculate, you know, what’s your influence of influence school and all of those things. And people forget that it’s totally contextual. You may have someone that has five followers, but every time they post every one of those five followers responds, and someone could have five thousand followers and that a single person did anything you know. So just because that person has, quote unquote more clout because so many more people follow them and yeah, exactly. And they’re connected to so many other people that have lots of followers, that person that gets everyone of their followers to take action every time. Well, they have way more influence in my book, you know? So don’t just look people up, and then look how many twitter followers they haven’t think, oh, great, they’re on our influence or less, but really look at who’s, who tweeted your blah glink that got everyone to click through, you know who posted about you on facebook and had all their friends like it, et cetera, and then connect with those people personally, like send them an email or, you know, facebook, messenger or whatever and say, we know that you’re amazing, the community listens to you, you know, you’re you’re so smart, whatever pump them up on, then say we’re wondering if maybe you wanted to give some of your insights about this project we’re doing, and for the next two days, you know, you could post about it and and will put put it on our facebook page or you can tweet for us from this event we’re doing tonight. So they’re tweeting from your organizational account and from their own, and so all of those people that normally respond. Are now responding to the organization’s account, you know, so it builds their credibility as well. I’m i’m so smart and recognize that, you know, i’ve been tapped for this, but you get a steal a little bit of that is an organization, you know, i’m going to guess you don’t think much of the there is a there is a site that i mentioned a cloud with a k k o ut where once in a while, you know, you get something you got somebody give you plus one crate chaos on for professionalism or something. I’m going to guess you don’t think too much of people’s klout scores, i do not write, okay? Because i don’t i don’t think it takes into consideration the context, you know, like i was saying it it’s such a rudimentary kind of algorithm, and you go in there and i’ll be ranked with someone that i’ve never heard of with the same score on the same topic, and i think, well, either my score now is really low cause i don’t know that person or it’s totally inflated, and we’ve never met, you know? And so what? It just doesn’t make sense. Okay, especially when you can earn points by bringing people into the platform. I don’t think that algorithm works. All right, why don’t you leave us? We with a parting thought about engagement, something way haven’t talked about yet, i how about a challenge? And then we can talk about that in the next segment, so i would say for the next month, try to ask some questions and then next time we can talk about what you do after that what’s, the next step up the ladder, now that you’re asking questions scene, if people are responding, what kinds of questions do they answer their questions? That is just crickets, you know, eso try and pay attention to what about the question, you know, is different for the ones that are responding, and once that don’t get response and the next time we’ll talk about the action part. Okay, exactly next time, which will be get engaged to will be the call to action. Exactly. Amy sample ward, our social media scientist blogger for the stanford social innovation innovation review membership director for intend the non-profit technology network and her sight is aimee mann sample war dot org’s or dot com they both direct. Okay, amy, sample ward dot ford and you forgot one important title, which is the new est jargon jail keeper? No, i didn’t forget that was actually intentionally left that we’re gonna have trouble with boundaries. You’ve just created such an open, collaborative environment. There are limits, teo. Everything you’re going to learn this. Ok, thank you very much for being in studio a real pleasure and my thanks. Also, of course, to andrea nirenberg next week, your year end campaign. I was a blackbaud its conference b b con on monday, just this past in washington, d c and next week i’ll play the first of eight interviews that i did at that conference. This one will help you plan your year end campaign, and this is not a coincidence to see how now we’re in the fourth quarter. It’s october year end. You see this? This doesn’t just happen. These things have actually thought about strategically. Our legal team returns also next week. Gene takagi and emily chan from the non-profit exempt organizations law group in san francisco. What will they have? If you join the linked in group, you’ll know before the show because i don’t know yet and the linked in group, of course we have people from washington, d, c, peoria, illinois, and south carolina and pakistan. Are you in angie nierenberg when she departed actually told me oftheir that she’s going to posts a resource checklist on the linked in group and also the facebook page? So go to the lincoln group to find that i have my chronicle of philanthropy podcast called fund-raising fundamentals it’s a ten minute monthly podcast you’ll find on the chronicle of philanthropy website. You’ll also find it on itunes, wishing you good luck the way performers do around the world this week in estonian nail comey niall comey, may you get a nail in your tire i don’t know why the estonians want that it’s better than the other things i can think of. But just across the baltic from stock home is estonia, and on behalf of them, i’m wishing you a week of nail gumi our creative producers claire meyerhoff sam liebowitz, our line producer. The show’s social media is by regina walton of organic social media, and there are boat producer of tony martignetti non-profit radio is john federico of the new rules. I do hope you’ll be with me next week. One to two p, m eastern. Talking alternative dot com handup. I didn’t think that shooting. Good ending thing. You’re listening to the talking alternative network waiting to get in. Nothing. You could. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping huntress people be better business people. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas. And mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Talking.

111: The Law Of Attraction & Private Benefits: Not Dirty, But Bad – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Melanie Schnoll Begun, managing director of Morgan Stanley Private Wealth Management

Emily Chan, attorney at the Nonprofit & Exempt Organizations Law Group

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

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Dahna hi there, it’s. Tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on september twenty eighth twenty twelve i’m your aptly named host. I do hope you were with me last week. Yes, i do. It was a bonanza alliances remember we had the true italian roseanna imbriano principle of our eye consulting encouraged you to secure strategic alliances that expand your marketing and save your marketing budget because they cost you nothing and claire’s cliches. Claire meyerhoff returned she’s, principal of the planned e-giving agency creative director of this very show, we talked about cliches for you to avoid and simpler words to replace them with. I didn’t have the heart to put her in jargon jail because she created it this way. The law of attraction to attract a major gift prospects and potential board members, you have to put your best foot forward to get what you are seeking. Melanie schnoll begun is managing director at morgan stanley private wealth management. She helps her ultra high net worth clients make charitable gif ts and get on boards, but she also has practical and valuable experience and advice that applies to any charity soliciting. A major gift or recruiting a boardmember and this interview with melanie was originally aired on april twentieth, two thousand twelve. Show also private benefits not dirty, but bad rules against private in your mint i like that word in your mint. Yeah, private in your mint xs benefit transactions and private benefit we’re not thinking friends with benefits private benefits these things keep your charity operating for the public good. Emily chan from the non-profit and exempt organizations law group is our monthly legal contributor, and she will explain the rules between the guests on tony’s take two my block this week one more week still seven tips for small shop planned e-giving because i think it’s important and i’ll talk about one of those tips are you on twitter while you’re listening? You could be if you open up another window, don’t don’t close the window you’re listening on now because you’ll lose me, but if you want open up another browser window on twitter, you can join the conversation there using the hashtag non-profit radio we’re about to take a break and then we’re going to go right into my interview with melanie schnoll begun, but first i gotta send live listener love to takashi in japan. Takashi, japan, newport, rhode island, and minneapolis, minnesota. Live, listener love going out to all of you. Stay with me after this break, it’s. The law of attraction, co-branding think dick tooting getting stinking thing. You’re listening to the talking alternative network e-giving. Nothing. Cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller emotional freedom, and greg brayden will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream 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 am on talking alternative dot com. You’re listening to the talking alternative network. Schnoll durney welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio with me now is melanie schnoll begun. She is a managing director and head of morgan stanley private wealth, management’s philanthropic services. She serves as a philanthropic advisor to families, foundations and family offices, working with the firm’s, ultra high net worth clients. She’s, the incoming board president of the juvenile diabetes research foundation of new york and bored treasure of the partnership for philanthropic planning. My show has been a sponsor at there. National conference on philanthropic planning the past two years. I’m very pleased that her work and her expertise brings her to the show. Melanie schnoll begun welcome. Thank you so much, tony. Just one correct that’s why i’m the current oh, you’re the could hurt the president of the board of juvenile diabetes research funding. I have to say that because the topic today that we’re gonna be talking about if i didn’t correct you about my party particular officer position on a board, i wouldn’t be selling the reason why i said or or why i think it’s so important to serve for constance he believe in so this is why i need an intern we’ve built you and i would both blame the intern, and it wouldn’t have reflected on you badly at all. What is your work around with ultra high net worth individuals? What are you doing with them? Well, i think that my work is providing meaning in their life. Many of our clients come to us because they’re in the middle of a transition. Perhaps they’ve sold their business, maybe there’s some interesting event that’s happened in their life, perhaps even a very sad event. That’s happened their life, and we help them identify how to be very strategic, purposeful and planned in there, giving for many clients when they think about making a contribution, even a large contribution, they don’t put a tremendous amount of thought into it. It might be a cause that they’ve heard about maybe one that they’re associated with, but they’re not doing a deep dive into the background and the backdrop of what’s really going on in that non-profit organization or what else there might be out there in the world, so we try and provide that professionalism, and then along the way, make our clients professionals. Themselves. What? What? What do you find motivates ultra high net worth and shortly, i’m gonna ask you, what is ultra high net worth? But we’ll work our way to that. But what do you think motivates their giving? Well for some clients, it’s because someone sick in their family for other clients, it’s because they’re say little more about that someone sick where the e-giving in memory of the person soon will be a memory will hopefully to find a cure. Hopefully the final work usually clients witness a major keynes in their attitude. What they used to buy with their wealth no longer becomes important and that’s because the second that someone has a diagnosis in their family of someone who’s ill the only thing they’re thinking about is identifying better treatment and perhaps secure. So we find often that we come to the philanthropic table with someone who has just been given that diagnosis scammer and is looking for the solution where so many of us just our resource is we go to the web and we learn as much as we can, but when we’re talking about people with extraordinarily extraordinary wealth that can actually invested. In a possible cure that’s what they want to buy it, they want to buy the cure. I think what’s shocking and disappointing in many instances is that clients, no matter how wealthy they are, find out that they can’t necessarily buy everything. So it is that deep investment for the long term, perhaps not even for the benefit of their family member who might be ill but for others to find a cure better treatment. Better resource is that might bring some of our clients to the table. Others are just deeply invested in their community. They want better cultural organizations. They want better education for their kids. Certainly in new york, that’s a very big issue about private school, public school. And as your children are going through that educational problem situation, where are there enough of fine schools in new york to send our kids to? In many instances, they find that they that there’s not so. Our clients are interested in identifying. How can they be the solution to the educational drama issue? We have just a couple minutes before break. What? What what’s the definition of ultra high net worth. What is how much money? Are we talking about, well, a lot more money than i have? I’ve always said that i really hope to one day be able to be my own client, but for us, ultra high net worth is really defined as clients who have a net worth of twenty five million and more. The reality is that it’s a very open span for those clients, though, with twenty five million and mohr, they usually have a significant out a significant amount of money that they could do something incredibly impactful with their philantech, um, on how much i’m wondering, how much does somebody who has that kind of wealth walk around within their wallet, like, like i have typically, like thirty or forty dollars in my wallet, but so i would probably not be confused for ultrahigh worth of net worth. If someone stole my wallet, i probably wouldn’t i probably couldn’t get away with that, but, you know, like, how much do you think they have just on an average day in the well, how much do you think that carry around? Probably probably no cash. I think that i think that most about very wealthy people typically put most their stuff on cards today. So you know what? Actually, i would go after your wallet if i knew that you were on the street. So just watch thirty or forty bucks, so i was ready. I was ready to go, like, three or four hundred in my wallet, and then it almost be worth it to lose that much if i could get two muggers to think that i’m ultra high net worth. Yeah, yeah. Now they would share the story of the ultra high net worth guy, you know, among their prison friends. And i could, you know, get known that way. But i’m going about it the wrong way. You got to go down so well, no cash. Now, we need to talk about prison reform as faras labbate. Right? So so how can you make sure that those who come out of prison then are better off than when they went in and are telling the story of twenty martignetti being ultra? Yeah, absolutely. We have to take a break when we return. Of course melanie schnoll begun stays with me, and we’ll continue talking about the law of attraction. So i hope you 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 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 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, join me, larry shop, a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business, 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 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 welcome back to tony martignetti non-profit radio. My guest is melanie schnoll begun, and melanie let’s talk about it. When charity’s air trying to solicit gif ts you have your clients who are ultra high net worth, but you have, i think, very valuable advice for any charity that’s trying to solicit any major gift, which maybe five hundred dollars or thousand dollars for some charities. What what’s your you see sort of faulty proposals a lot, don’t you? Yeah, i think that non-profits believe they understand who the donor is, and they prepare something in advance. That’s a critical error, you never know who that donor is, the famous saying. If you’ve met one philanthropist, you’ve met one philanthropist, so we try and tiki non-profits to perform a radical listening, and that means spending the time to really understand why a donor may want to be a donor to their organization. The time will be incredibly valuable both for the non-profit but even more importantly, for the donor, when a donor has the opportunity to talk about what they care about, why they care about the organization’s mission, you hear things you really hear things inside of that conversation inside the conversation in the donor’s hat so radical listening is a skill that we teach non-profits to practice. And that skill is something that serves both board members. It serves the staff of non-profit organizations, and at the end, you’re really giving a service to a donor. I think that most of my clients find that no one listens to them well enough. Yeah, but but a charity that’s that’s soliciting a major gift. However they define that might feel that they’re not going to get another meeting with this person. They go one shot. We finally got the meeting. We got forty five minutes. Way better. We’ve got to lay it all out because we may never get a second meeting that’s, right? So you walk into every meeting with the idea that if i really listen to this donor, i’m going to get the second meeting. If you walk in with a proposal thinking that you know who this person is and what they want to offer your organization, you’re probably guaranteeing yourself that you’re not going to see that donor again. So does it always work? It may not always work if you begin practicing it. Well, if you spend so much time performing discovery on that donor both in the dance of the meeting and then, while you’re sitting at that meeting, i think over time you’ll find that your practice as a fundraiser will dramatically improve. So you’re suggesting that if you can move the donor while while radically listening, then you’ll get a follow-up meeting brightstep my suggestion is, if you are performing radical listening, you will move the donor, okay, okay, even without introducing your mission and your work in the first in the first meeting, right? Because you’re going to hear from the donor what the donor wants to dio instead of telling the donor with a non-profit wants the donor and you do know there’s a threshold interest, otherwise you wouldn’t have gotten the first meeting would have gotten the meeting would have gotten the meeting. So it’s, it’s, it’s, it’s an important skill it’s something that has been written about andi, i think that we can’t live in that fear fundraisers can’t live in that fear that this is joan, or will not be interested in talking to me again. In fact, most of the conversation is not a conversation most of the conversation is letting that ultra high network don’t talk to you, and you’re just there. To listen or again, it could be any level donor, and i’ve had where we have a regular prospect. Research contributor maria simple is on, and she and i have talked about the value of the face to face meetings, and she’s a professional prospect researcher who knows all the web webb resource is, you know, but she still recognizes that the greatest prospect research comes from a good, good conversation, absolutely and and and and he’s absolutely right face-to-face looking the donor in their eyes. In many instances, i think being on the donor’s being in the donor’s territory so a place where they’re comfortable, where it’s an environment either their office, they’re home, maybe somewhere where they’ve recommended that they like to go for coffee. Usually i recommend going for a glass of wine because, you know, does it doesn’t hurt, but her loosen up? Yeah, exactly. I’ve tried to get sam lee boards to have wine here, but he’s not doing it now you’re not really radical listening, right? I just radically demand thanks, you know, but i’m not a charity, so i think i’m exactly only have third example, everything was but you only have thirty. Dollars you’re while you are charity ticket, you can’t get a decent bottle of wine for thirty bucks. So then the careful listening radical listening is goingto inform your valuable proposal when that when it’s the right time, that’s, right meds and the valuable proposal some hints that we give to non-profits as they’re preparing that that proposal brief three points know what are the key issues that you’ve heard? The donor has said to you, the areas where they’re really interested in supporting on ly talk about those areas, right? Putting in a proposal for stuff that you haven’t heard because the organization needs it, but the donor doesn’t want it what’s the likelihood of that getting funded so three typically are the most that we suggested a proposal going backto a donor that you know what they’re interested in, you’re going to get a much better response. Bilich other tips for the for the proposal itself for the written document, you brief couple pages, right? A couple of pages in fact, most of our clients today, they don’t want to read stuff, right? And they fear that if the non-profit is spending so much time and resource is preparing proposals, then they may not be spending the money that i’m giving to the organization i’m doing. The work so in many instances, it’s brief short. In fact, non-profit should ask the donor. How would you like me to prevent to present a proposal? Is it isn’t even something that you want in writing? Or should we just have another conversation? I would welcome that second conversation so that now the second meeting, the donors prepared to do their own radical listening, right? Is there a problem? Sometimes when a donor gets sort of passed off from somebody who knows the work very well to the fund-raising professional who’s goingto the closer it’s like it’s, like in a in a car dealership going to which i have very bad memories of a child. Buying my first car was awful, but at a car dealership going from the salesmen to the finance manager exactly going that office and the door gets closer, you know, but being passed from the maybe the executive director or someone who knows the work well to the closer, the fundraiser doesn’t something get lost there sometimes. Yeah. What? What gets lost is the gift. So no one wants to be handed off everyone in that non-profit organization, both from voluntary leadership to professional. Staff should be able to talk about programming if the executive director is the one who has contact with that donor. If it’s a boardmember who has the contact with that donor, or if it is the professional fundraiser that has the contact with that donor, the conversation could be between those two people bringing others include others in the conversation. But don’t hand a donor. Roth. I have ah ah, client situation that happened with a large university hospital. Incredible organization doing tremendous work. And this client’s unfortunately this this medical institution was not able to save the life of our client’s husband. But he wanted to honor him. She wants to memorialize him. And the doctor who was treating her husband was the individual that he wanted to leave a contribution for. So that he could continue doing the great work that he began with her clothes with her with her husband. Many of the conversations happened between her and the doctor. It was intimate. She could see clearly what she wanted to accomplish. And then when it came down to the clothes, she was handed to a development director. Ah, fine development director. Someone who’s spent years. In the business. But it was so disconnected and she felt that were there. Were you there for the meeting? So i was there after the fact also, i came in to help save the gift. Okay? And we this this donor-centric working with us after he felt that brush off from the doctor and it was completely unintentional. So totally unintentional. It’s just protocol just about innocuous handing off. But it’s, the way things are done, he wasn’t supposed to close that’s someone else’s responsibility. So what? I teach both boards as well as professional staff, it’s, everyone’s, responsibility clothes. If you’re the one who has the relationship, you need to be confident enough to make the ask. And you need to be prepared enough too close. And if it’s, i guess if it’s a really technical gift which it could be a large dollar amounts, then at least include the in your case, the doctor but generally the program the work expert in the conversations don’t leave him or her out in the hall while now the professional closer, you know, goes through his is her stick that’s, right? And you know it. The attorneys thie accountants all the financial advisor’s. All of those professionals need to play a role in the process if the donor wants him to be included in the conversations about the specifics of the gift that’s great, but there’s the technical aspects of giving and then there’s the emotional aspects of giving and what i see getting lost. It’s, it’s, it’s never technique, right? You could draft a perfect trust. It could be absolutely accurate. The document itself could get an a plus plus in any fine law school. But if the donor is not connected emotionally to the gift, it doesn’t matter what the document says. Melanie schnoll begun is managing director, head of morgan stanley, private wealth, management’s philanthropic services and we’re talking about the law of attraction basically had a look good when you’re either soliciting a gift or soliciting someone for boardmember ship, which is what i’d like tio transition to now, okay, appealing to a board appealing to a potential boardmember. Since you’re working with ultra high net worth people, i’m going to guess that sometimes there approached because they’re very wealthy. And how do they feel about that? Yeah, so in the law of attraction, it’s it’s rarely because they’re really good looking now. Many of them might be hot tonight, but it’s usually because they’re wealthy so similar to the idea of marriage. Right? So when i got married, i married for love. I married for looks there’s, you know there’s a little bit of money to that’s all so that’s, always wonderful when you think that before you can say sex on the show is this the part where you were thinking of coming? It’s coming, it’s coming, it’s coming sex is you have to have a little foreplay before sex. So it’s getting there russia you’re right. That’s been my problem. You’re russian it you’re as well among others, but let’s keep it let’s. Keep it focused on alt-right network from latto let’s. Take this conversation on the bed here. Right? Right, right. So the opportunity of creating a marriage between a potential boardmember and an organization it’s incredibly important. So the the reason donors believe that? Serving a non-profit is an appropriate step for them is because they’ve been courted well, it’s, because they find the organization incredibly attractive and good looking it’s because they want to spend a lot of time with that organization because they want to see that organization grow and really achieve incredible impact very similar to marriage alive know the problem with marriage is is half the men in divorce, so the same is true with non-profit port service, you’re excited at the beginning, right? You can’t wait for that next kiss can’t wait for the next date and then quickly within the first year, if the non-profit doesn’t really know how to work well, play well, dine the donor well doesn’t understand where they like to go to how they like to vacation. If the non-profit doesn’t know how to use the donor to his or her maximum capacity, they get bored, they get disenchanted and the worst thing is donors cheats like just like what happens in many families that fall apart, they begin looking at other opportunities that really do want them thinking that it’s better on the other side there feeling remorse about having joined this board. Everything was great in the beginning that right? The honeymoon stage, but about exactly right, exactly right? So spend your time non-profit should spend their time thinking about whether or not this is a person they want to marry. Is this a person that will bring value to this relation? Can we grow together? And what do we each bring to the relationship? It has to be more than just money again, just like many families, right? If all you’re going after is the wealth than a marriage for many, many years will fall apart, you know the boardmember potential boardmember wants to know that they’re going to be used effectively. That’s right? You’ve utilized way. Don’t use board members. We usually large numbers. Okay. Okay. Um, taking over the show? No. She, um let’s. See, so but a lot of times, board charities need an expertise. We need an accountant or we feel we need an attorney. And in some specialty real estate, maybe or something. So they’re seeking that profession. But that is contrary to what you’re recommending. Right? So i think what boardmember sze need to be on? What boards need to do to get the right. People on their team is they have to look for people different than themselves. What happens with most non-profit boards is you look around the board table and everyone’s the same right, because it’s, a friend introducing another friend. They come from similar backgrounds, specially smaller charity it’s, a friend of the executive director of the founder, absolutely especially small non-profits and specifically, when they’re getting off the ground, right. So it’s, the founder, it’s, the founders best friend, its founder, sister, and perhaps someone who worked for them at one point time or an intern. So non-profits really need to think about how can we bring true diversity to our board? Professionalizing aboard must include accountants, financial advisors, lawyers, but you can’t just look at them as a lawyer, you need to look at them as a lawyer that has a mission that there interest must be tethered, if not tied to the nonprofit organization, that they’re a lawyer that’s their skill set. But ultimately we know that even if they weren’t a lawyer, that they really support the work of that organization. I wantto have you bring something out that we had talked about that very wealthy people are not un interested in working for smaller midsize working among being utilized by small and midsize charities. Is that right? Absolutely. I think that many very wealthy clients believe that they can be better utilised in a small nonprofit organization. In fact, that’s where most of their money came from. So the majority of our client base started their own closely held businesses. And they realise what it means to rule up their sleeves to get dirty. They love that kind of opportunity and nonprofit organizations. So when you come into these large non-profit organizations very bureaucratic, very political. So many individuals that look like them. So it is even mohr attractive for wealthy people to see that you know, my gift. We’ll make a significant difference here, but my time may even be more valuable. Tulani schnoll begun is a managing director and head of morgan stanley. Private wealth, management’s philanthropic services. Melanie, thanks very much for being in the studio. Being a guest, tony. Thanks for having me. It’s. Been a pleasure. Got more live listener love tokyo. Welcome. Seoul, south. Korea. Welcome and chandler, arizona, also, and from minneapolis, my thoughts are with you, the very tragic shooting just yesterday. Very sad thinking about you in minneapolis, minnesota. Now we take a break, and when we return, tony’s take to stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll 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. Duitz no. Schnoll 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. Time now for tony’s, take two and then after that, it will be emily chan. We’ll be talking about private benefits not dirty, but bad on tony’s take two for my blogged this week is what i mean to be saying i kept up seven tips for small shop planned giving an extra week because i think small shops need encouragement and it’s important. And one of the one of the seven that i’ll talk about this week is just start simple. I had made the point last week that there is great opportunity for small shops and that you shouldn’t be intimidated by planned e-giving the best place to start is very simple gif ts charitable bequests in people’s will and everybody needs a will. Everybody understands what a will is on dh for some small, real small charities that might be the place to stop you might that might be your whole plan’s e-giving program encouraging bequests in a will. If you want to go a little further, you can encourage people to name you as a beneficiary of life insurance policies or their ira or pension. These are all those those air, very simple, being named as a beneficiary. You just encourage your, um your prospects to fill out a change of beneficiary form that they get from the company that administers there, ira or pension, whatever it is it’s very, very simple to do so. One of the seven tips that’s on my block is start simple and my blog’s is that tony martignetti dot com that is tony’s take two for friday, the twenty eighth of september and the forty first show of the year before. Before i bring in emily chan, i gotta send live listener love to my hometown. Well, my current town, new york, new york. Thank you. Finally, we don’t get too many listeners from new york. Where is everybody? Emily chan is a attorney and she is an attorney at neo-sage non-profit and exempt organizations law group, which is in san francisco. She’s, also a principal contributor to the non-profit law blawg she’s, the american bar association’s twenty twelve outstanding young non-profit lawyer i’m anxious to see what she’s going to do in twenty thirteen. You can follow her on twitter at emily chan and i’m very glad that she is one of the regular contributors to the show emily welcome. How are you? I’m doing great. Gene is not going to be with us this week right now. He’s in baltimore right now, working with one of our clients. Okay, so i have ah, costello, but no abbott that’s. All right. Um, we’re talking about private benefits in a moment, but first we want to wrap up a little bit about fiscal sponsorships. There’s a little more. You wanted to leave listeners with from from last month? Yeah, just to wrap it up, i think there’s maybe three things that i want to remind listeners about with physical sponsorship. We were able to talk about it in that short amount of time, but it is a very complicated concept, and more often than not, we see people doing it wrong as opposed to write. So if i have three tips for non-profits, that would be one. Definitely. Do your homework. You get that other one. Give me the cold in book on six weeks to do it right. I read about it. Talk to people to make sure that your organization has a process for oversight. That’s a big area where we see organizations dropping the ball. They just practically speaking can’t do it. And then finally, if you are going to enter into physical sponsorship agreement, make sure you get that contract review because that’s defying everything and all of your rights and the terms and conditions that both parties are agreeing to. Thanks very much, emily. Okay, we want to make sure we set the stage correctly for people on fiscal sponsorship now with private benefits. What are we’re not talking about friends with benefits, my innuendo? Because, you know, that’s just the way i think, for some reason, what are we? What are we concerned about with respect to private benefits? Private benefit is really one of the core concept for public charities because they’re organized for charitable purposes for public purposes and deserved charitable classes. So there’s actually three rules that helped to govern organizations to make sure that they’re in compliance with the federal tax laws and keeping there five, twenty three tax exemption, the three rolls are the private benefit doctrine, the private interment doctrine. And then finally, the access benefit transaction roll some hoping today we can just do a kind of a primer on these three rules to give organizations of better understanding about maybe some areas where they’re starting to tiptoe into violation. Okay, it’s. Interesting. You say primer? I say i always say primer, you know, that’s interesting i could do to short out. You do long i interesting. I don’t know which okay, maybe depends where you go to law school. I don’t know. Where did you go to law school. You see hastings, you see hastings university? Okay. I went to philadelphia temple. So could be a different philosophy thing. Maybe prime ing and priming. Ok, let’s, stay prim and proper when our prime ing and priming and talk about the private benefit doctrine what is what is that one? So this is the broadest rule in its applicability. It’s really? Just saying that in order to be organized exclusively and operated primarily for your exam purposes, you need to serve public purposes as opposed to private interests. So what this mean, really? Some examples would be entering into unfavorable or unreasonable contracts with third parties. It may be serving too small. The class of beneficiaries. Okay, wait, wait. Let’s, let ze unpack this little bit for listeners so unfavourable or unreasonable contracts. What? What does that? What does that look like? You? Yeah, so for example, paying more than fair market value for goods and services. Okayo are agreeing to certain terms and conditions that are just to the detriment of the organization, really giving more to that third party than the organization is getting in return. Okay? And that could be any any vendor doesn’t have tto be anybody who has a relationship to the we’re going to get to those but doesn’t have to have any relationship to the charity at this point right in this in-kind benefits and that’s quite the private benefit rules really the broader because we’re talking about any person, just any person out there saying that you cannot serve their private interests. You really deserve that public interest, okay, right, you’re enriching them unreasonably, and so your public benefit is being eroded, right? And it’s currently the iris acknowledges, though you know with e-giving public benefit, there may be some private interests that benefit from that. So the key for the private benefit doctrine is that any private interests that are served, they need to be incidental. So thie irs looks at it both on it qualitative perspective and saying it’s just a byproduct of serving that public benefit as well, quantitative so that private interests being served needs to be in a substantial amount as compared to the public benefit on an example would be an organization chooses to help with the restoration of a lake for public use. Yeah, and there’s certain properties that live around the lake, those properties are going to increase in value if that lake is improved. But that’s a byproduct of fixing this lake so that the public can come in and use it as a public space. And when they compare it, then hopefully thie value that’s being given to these homeowners that live on the lake, hopefully insubstantial as compared to the public benefit that’s being served by fixing this lake. Okay, way sent. I sent live listener love out to minneapolis, minnesota. That could apply right there because it’s, the land of ten thousand lakes that’s very timely example. Very, very bright. You see, hastings, very good law school. You’re the outstanding young attorney in two thousand twelve, so i’m not surprised at all. You’d make that connection. Okay, so is this. So this is sort of related to ensure ensuring your exam purpose the same as what the irs does when they initially evaluate whether you’re entitled to a tax exempt five oh one c three status, right? This is just sort of same evaluation, but ongoing absolutely and so for organizations out there that are applying for their toxic status, private benefit is a big red flag for the irs in delaying the application or maybe even a denial of exemption. So it’s important to understand this when you’re developing your programs and you’re describing it on your application and also thinking into the future about how you’re going to operate, right? It’s not it’s, not enough to just do it at the outset, meet meet, meet the criteria in the beginning, get your approval and then lose. Lose, i guess lew’s mission focus. Really? I mean, you are supposed to be a public charity, right? Public benefit. Ok. And the organization’s record on this well on their annual information returns so that’s another area that even after they get their exemption, that they need to be cognizant of this rule, and understand that their programs need teo being compliant with this doctrine. So it’s part of the form nine ninety or the nine. Ninety easy there’s an explicit question are you serving? Would say no to that? Yeah, the questions they ask, though, certainly can reveal those types of facts. So when you describe your mission or you describe your biggest program on these are the things that will come up also looking at payments, you know what parties do you have contracts with? What kind of relationship you have with them? All of this information just kind of comes out through the form because it asked so many questions. Okay, interested? I want to send live listener love teo someone who joined us from brisbane, australia live love look live love going out to brisbane. Emily, there is, uh, anything else you want to say about the private benefit doctrine that that broadest of the three, i think that’s i think that’s a good start. You feel you’ve exhausted that. Ok, ok, i’m not exhausted. I’m not saying i’m exhausted. I’m just exhausted the topic way, tio. Now you have the prohibition against private in your mint. I like that word in your mitt spelled with an area of course in your mint is that? How you would say in your mentor, do you say in norman? And you would say in your mind, okay, i thought, maybe hastings, you say it differently than, like primary dreamer. Ok, what’s this what’s, this mean private in your mint? So this this doctrine actually comes from the language in five twenty three of the internal revenue code, which says that no part of him, that earnings of the exempt organization can unearth the benefit of any private shareholder or individuals in your and your to benefit right private, individual or shareholder. Okay. In other words, it means that the organization cannot give a disproportionate share of benefit, too. Specific people and what’s different about this rule on the main difference from the private benefit rules. But it’s looking at just a specific group of people what they call insiders, which are persons who are in a position to exercise significant influence over the organization. So directors the officers and directors right? Sanders to write. And so the most common example of where these problems who comes up is with excessive executive compensation because you’re giving a disproportionate share of benefit to someone who has significant this’s something that we see in the press in the in the popular press a lot. Where a million dollars, nine and a half dollars salaries. And meanwhile, the organization’s cutting the programs. Okay, i mean, it’s certainly an important issue, and it does make people very angry. And when they give their money to the station to find out that you know the disproportionate share going to insiders who have control over the organization but to give to be fair to it may not be a disproportionate share. Me, if it’s a big enough charity, a million dollars salary could be very well justified, right? Yeah, absolutely. Andi, we have just just, uh, let you know, we just have a minute before break or so okay. Um, and i just wanted to point out to there’s other ways that this comes up. For example, paying excessive red paying again less than fair market value for goods and services from an insider. The greg mortenson issue. With central asia institute. There’s. A lot of speculation about whether about organization violated private interment rules because they paid so much to support his book signings and, you know, the publication of his book. And there was a question of what did they actually get in return? There’s. Lots of ways that private interment can happen, even though what we see most commonly is executive compensation issues. All right, we’re going to take a break when we returned. Of course, emily chance days we listen, we keep talking about private benefits, not dirty, but back. Stay with us. Dahna hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it it better because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance? Focus and motivation. Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, 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, emily there’s. No there’s, no rule against doing business with boardmember sze businesses though, right? Of course, no there’s not, but because of these types of private benefit rules certainly you want to be cautious that’s an organization and make sure that you understand what is appropriate and what wouldn’t be appropriate, even if it’s the terms and conditions there all there you also have to think about how the public’s going to do it, and how your supporters and also your critics so that all gets taken into account as well. Okay, are there’s some measures that we can use for what’s what’s market value what’s appropriate if let’s say a boardmember is offering office space for rent for the organisation. But what do we do? A market analysis what’s your advice? Yeah, those are all great. Basically you want to take all the steps to show that it’s being negotiated at arm’s length? I’m getting independent appraisal having let’s say if the contract approved, i haven’t reviewed by an attorney you know, documenting in your meeting minutes what it is that you’re considering and why this is justified and why this is really in further in severe exam purposes. All of those steps are going to help protect the organization on it is important because under this doctrine, there’s no de minimus exception. You know, we talked about with the private benefit doctrine that you can have incidental private interests served with the private and merriment doctrine where we’re just looking at insiders it’s an absolute rule and the way that it’s written on the irish i can actually take away your tax exempt status if you violate it. Now we don’t see that happen very often, but let’s, hold off on that. So so there’s. So when you say there’s no de minimus testing me even just a little bit over, say, ah, market value or a little bit over what would be an arm’s length transaction could be in violation of the prohibition against private inhuman. Yeah. In theory, yes, at one dollars. Okay, okay. You’re right. We don’t see it happen a lot because that is a very city air penalty for let’s. Say something that can be corrected or something. That’s. Very small. An amount. So what the irish did they developed. What is the third rule? The excess benefit transaction rolls. On basically what this does is it creates an immediate sanctions so that the irs doesn’t have to go so far as to i’m takeaway tax exempt got it intermediate sanctions okay, immediate sanctions, so this fool is going to sound very similar, but there are a little there are some differences on this school basically says that an organization cannot provide an economic benefit. Tio what i’m going to call it disqualified person, which i’ll explain in a second have exceeds the consideration that the organization is receiving in return, so disqualified person is similar to the concept of an insider, but they want to use a different term for it. You could have just said the supplies for insiders, there was someone and there’s a little nuance to it, it’s someone who has a substantial influence over the organization within the last five years. So we’re thinking of the same type of people, though high level managers, directors hyre speeding, please let’s say papa upleaf founders the same types of people that they choose to call it disqualified person under this role on basically if it found that there’s an excess benefit transaction, the penalty now is an excise tax. So it’ll be twenty five percent of the excess benefit tax to the disqualified person. You received that. Okay, let’s, unpack this a bit. All right. So it’s paid by the individual, right? It’s paid by that disqualified person to dp. Okay. And they could actually get bumped to a two hundred percent tax if they don’t correct it. Ok, ok. Also important for organizations is an organizational manager can also get taxed if they knowingly and willingly approved that transaction as tax tax as an individual. You mean yes. Ten percent of the excess benefit up tio twenty thousand dollars. Okay, so the organization would be prohibited in these cases from from paying these excise taxes for the individual. And it would be inappropriate for the organization to pay the taxes because there are certain indemnification that an organization can provide again, this is going to be a state law that california, for example, a breach of your fiduciary duty takes you out of being qualified indemnification. So here, if you’re you knowingly and willingly approving a gn xs benefit transaction, that certainly, you know, raises the concern about reaching a fiduciary duty and having approved that and so, organizations again doing their homework, getting reliable third party dahna toe look at asking for professionals for, you know their ex offgrid opinion on the matter. Those are all things that help protect the organizational managers from ever finding themselves in this situation on def, they if the charity pride tried to pay the excise tax, that could be in violation of the prohibition against private in your mint, keep going. Good. It’s a grand circle. Okay, we have to leave it there. Oh, god. You have one more point. You can make it a few seconds. Yeah, organisations would also look up and you’re going to put me in jarring in jail a procedure called a rebuttable presumption of reason. Profnet oh, my goodness. She does this with ten seconds left. Idea rebuttable presumption of reasonable this. Go ahead. Googling it’s a three step process that organization’s community based we give some the presumption that they’ve done a reasonable entered into a reasonable transaction with these disqualified people. So we don’t need to get into the details but write it down. Look it up. Okay. Say the phrase one more time. Rebuttable presumption of reasonable next-gen multi-channel. Is an attorney at the non-profit exempt organizations latto group in san francisco and our one of our regular legal contributors. You can follow her on twitter at emily chan. Thanks for being on. Emily would talk to you in just a couple weeks. You’ll be back, thank you very much. My thanks also, of course, teo melanie schnoll begun and the people at her company at morgan stanley who help arrange that interview next week nufer ends at events andrea nirenberg is president of nierenberg consulting group. She wants you to deepen and broaden the relationships that you create with people who come out to your events. We’re going to go deep and broad sounds promising and amy sample ward she’s going to kick off her new exalted status as social media contributed to the show, you’re going to be on once a month. We’re going to talk next week about designing for engagement, andi that maybe a jog in jail before she even gets on the show? I don’t know, maybe i’m a take her mug shot between now and next friday, designing for engagement, social media, new social media contributor amy sample ward shall i unpack it? For you, trust me, have you joined? Are linked in group? We have members from galveston, texas, dubuque, iowa, and muncie, indiana, where ball mason jars come from. Are you in the linked in group? You ought to be because you can continue the conversation with guests at that site. I do it. I asked questions follow-up questions, and in fact, i have a perfect one for emily. If you’re going to talk a little about that rebuttable presumption on the linked in group, i have a new fund-raising fundamentals podcast up just up this week, recruiting the best volunteers for your fund-raising this is the podcast that i do for the chronicle of philanthropy, you’ll find that ten minute podcast on itunes it’s, also on the chronicle of philanthropy website and again, it’s called fund-raising fundamentals wishing you best luck. Good luck, the way performers do around the world last week was italian in cool. Oh, allah bolena, and i’m wondering if you are still in the ass of the whale, you’re gonna have to stay there for another week because not till next week. We’ll have a new language lesson for you and a new way performers wish. Each other luck. Our creative producer was claire meyerhoff. Sam liebowitz is 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. Oh, how i hope you will be with me next friday, one to two p m eastern, at talking alternative broadcasting, which is always at talking alternative dot com. I didn’t think that shooting the ending. You’re listening to the talking alternative network. E-giving e-giving it’s. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Hey! This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio 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 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. Dahna

109: Small Shop Planned Giving & Events Technology – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Claire Meyerhoff, principal of The Planned Giving Agency and creative producer of Tony Martignetti Nonprofit Radio

Scott Koegler, editor of Nonprofit Technology News

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

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Metoo hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent friday, september fourteenth. Oh, how i hope that you were with me last week. I’d be devastated to hear that you had missed get out and communicate positively. Sharon abbott is the author of mixing it up the entrepreneurs new testament and her strategies apply to small and mid sized non-profits as well. At the next-gen charity conference in two thousand eleven, she and i talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon’s e sharon even read my face to tell me what kind of a communicator i am. You see what i put up with for this show face reading and secrets maria simple is the author of panning for gold. Find your best donor prospects now, of course, you know she’s, our prospect research contributor. Last week, she panned for research gold in sec corporate filings this week, small shop planned e-giving claire meyerhoff is principal of the plant e-giving agency. We talk about marketing gift planning in ways that are not same old, same old for small and midsize charities. Claire turns the tables. And interviews me from last year’s national conference on philanthropic planning and events technology. Scott koegler returns to help you with event planning, use free tools to collaborate with the volunteers, employees and vendors who are putting your events together. You know, scott he’s, the editor of non-profit technology news and our technology contributor on tony’s, take two between the guests. I blogged this week about a really helpful analysis of constituent relationship management that cr m software, published by idealware that they published the analysis. I think it’s very good, and i’ll talk about it. Use hashtag non-profit radio. Join the conversation on twitter, you know we take a break right now. What you don’t know is that when we return, it’s clear, meyerhoff, small shop planned, e-giving stay with me. They didn’t think the tubing getting dink dink dink, you’re listening to the talking alternative network e-giving. E-giving cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream 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. Yeah, you’re listening to the talking alternative network. Duitz no. Welcome back to big non-profit ideas for the other ninety five percent. It just occurred to me. I forgot to say i’m your aptly named host. You probably knew that right now. I have my interview with claire meyerhoff. You know, whereas the creative producer here, but she’s, also the principal of the plant e-giving agency. And we talked about small shop planned e-giving. This is tony martignetti non-profit radio coverage of the national conference on philanthropic planning. We’re in san antonio, texas. The conference is sponsored by the partnership for philanthropic planning. My guest now is claire meyerhoff. Claire is editorial director of the plan giving company. And she also has her own the plan e-giving agency, which she is principal of claire meyerhoff. Welcome to the show. Thanks so much. And, tony, i’ve brought a very special gift for you from san antonio. It is a law badge, texas ranger. And it says, tony, it does say, tony ship a texas ranger. Tony okay, now, now you know why claire is also in her credentials. Creative director for this show. Because she brings little things like this. Now. Yesterday was her birthday. And yet today, she’s bringing me a gift that is just the kind of gal i thank you from my texas ranger badge. Howdy, partner. Put in on that. Looks great. Now everyone will know that you’re a texas ranger so you can go arrest people and put them in george in jail. That’s. True. I could use this for dragon jail. Yes. Now i just need a little set of keys. I always wanted a little set of warden skis for jargon. Jail. Okay, um, so what messages have you been hearing consistently at at the conference? Claire? Well, something i’ve been hearing at the conference is that people really want to take it up a notch. As far as their marketing. We’re hearing that aa lot of people are doing more advertising say within their organizational magazines, and they’ve been doing the same old ads forever, and so they’d like to do so something a little bit different. So that’s something i’ve been hearing, just sort of on the street just from chatting with people. Yeah. Ah. And what are they? They have any intentions or ideas about what the difference is? What everybody wants to do something different. What direction? Well, i think that they just don’t really know their plan giving people they’re not they’re not don draper, they’re not darrin stephens from the mcmann tate advertising agency, so they need a little bit of help and that’s, what i really like to do is doing ads. I just did one for north carolina state university, and when i was talking with my client about what kind of ad they wanted to dio b sanford who’s, thie associate director there, said, you know, i’ve always loved this statistic about how people spend more time planning their vacations than planning their wills. And he said, that’s a that’s, a great thing. What if we did something with that and then drove people to your website to the will planning tool that you have s o choose one thing and then geared towards that? So we came up with an added so it’s, a woman on the beach he’s, you know, in her fifties and she’s cool and she’s on the beach, and it says two hundred forty three number of hours she spent planning her vacation than its xero number of hours spent planning her estate and then the copy, something like she has everything she needs for her dream vacation, but she doesn’t have a will she’s not alone, sixty five percent of americans don’t have a will, but now’s a great time to start planning goto our website and in a little messaging kind of like and while you’re there, you know, leave us a gift, too. So it’s not about planned giving it’s not about the bequest it’s about the donor, so that really, truly is donor-centric to speak to them and an issue that they might be having in a clever way also in a clever way that gets their attention because you have to remember that in a magazine, whether it’s for your university or your favorite non-profit you’re kind of flipping through it, flipping through it, flipping through it, and something has to catch your attention, and it may not be the same old messaging about leaving, leaving a legacy that might not catch the person’s attention. All right, so let’s, use that as a segue way clarinet wants to ask me some questions, so we’re actually going to ah, we’re going to change positions and turntables. Claire is going to be behind the board, but don’t touch anything here i won’t touch is very technical, very technical. Now claire has a background in radio. She knows i’m making fun of her. She knows more about the board than i do. I really need you to switch. We’re going one of you up there, let’s, take off your headphones were gonna sweep. Ok, make a lot of noise, things switching, switching now, amit buy-in okay, bubbles well, you can adjust them. I just okay. Four minutes into the program. This is clear. And now you can see what they can see my badge. Better to come closer to my texas ranger underside. Okay, this’s clear. Meyerhoff in the special guest host here at tony martignetti non-profit radio. My guest today is tony martignetti, who is one of the greatest hyre teachers in the world of plan giving, i think because when i started in the business, i had a lot of questions, and tony was so generous with his time, i call him up and say, you know, really, what is it? A charitable remainder trust? Tell me all about that. So you were always so helpful, so i’d like to take this opportunity to thank you. You’re welcome. It’s a pleasure. Thank you. That’s like the greatest. I don’t know one of the greatest let’s not get carried away, but it’s a pleasure to help the community. And you yes, thank you. Thank you, here’s something that that i have really noticed being in plan giving. I’ve become sort of evangelical about it everywhere i go if i run into someone who’s from a non-profit i immediately asked them so. Do you have some sort of a plan giving program? Do you get requests? What do you do? And what i hear a lot of times is we’re not big enough for that. We’re not big enough for that, and i say, no, no, no it’s really easy, and i start to tell them about how they can start a basic plan e-giving program, but i can only take it so far because i just know about sort of the communication and the messaging, so if you’re a small non-profit a small organization and you want to sort of plan giving program and you do a little marketing, you put it in your newsletter and, gosh, someone actually calls you and says, yes, i have made you the beneficiary of my retirement plan, ok or something. What sort of the next step that the small non-profit has to take two actually accept these gifts. Okay, first thing is say thank you. We can never say thank you enough, but but the first, whether it’s a phone call or it comes in by reply card on ah dahna mailing that you did or whichever you want to say thank you very much 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 fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time for action. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, teo you society, politics, business and family it’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com every tower is a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune. Tony martin. Any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity metoo now, in your your hypothetical, it was an ira gift. Is that right in my hypothetical? Okay, all right, so we’ll stick with the i r a gift. So, um, we want to make sure the donor understands that they are now going to be part of the close community of our charity, and the ideal way to do that is through a recognition society, which is just a way of another. Another way of saying thank you. So i hope that the charity would have a small and it’s a small charity. So a small recognition society that might just be eight or ten people who have remembered the charity in some way in their will or ira or other estate plan method. But we want to say thank you consistently. We don’t want to say thank you at the time we find out and we do that through our recognition society. I hate the name, legacy society, heritage circle. Oh, my god. It’s so generic. There are thousands of heritage circles. Name your society. You have free reign like you. Name it. Anything you want. Name it for, um, something that’s iconic to your organisation. It could be a person. It could be a gn animal. It could be, in some cases, maybe a bigger charity. Maybe it’s a building or i have a client. Where? It’s the bell tower society. Because people used to meet at the bell tower that’s a college campus different than the small charity, but make it unique to your organization. And this is really the great part for marketing. Because if you create the society and you name it, it gives you something to talk about your announcing it. You have this now. So let’s say in the past you have received a couple of bequests and you just had them and there’s no sort of organization of it. Well, you’ve come up now with the society so let’s say it’s called the elm tree society because you have a beautiful elm tree on the front lawn of your building is the elm tree society. And in your next newsletter at your next event you can talk about that we have launched. We have created the elm tree society it’s so special it’s this it’s that it’s the other thing. If you do x y and z u will be in the elm tree society. So it gives you something to talk about and that’s, the key to marketing is that you need to have something to talk about. Just the fact that you exist isn’t enough. You need to have some news, something that’s new going on to talk about. And i love the elm tree society too, because then when you have a little recognition lunch you can have little leaves on the tree leaves on the tables. On the tree is deep rooted, deep rooted in our work and and our stories and here’s a story from the tree it’s okay, i go too far, but the the the point is you make it something iconic and, yes, it gives you something to talk about. And i love the image of a deep rooted tree, too. I just that even though it’s just and she comes up with ease off the top of her head is that remarkable stories of great. And speaking of coming up with things off off the top of your head, i was visiting a friend of mine for her fiftieth birthday in massachusetts in this in february, and her husband is a financial planner and he is also the treasurer for his church, and then he goes, oh, you workin plan giving? We need to do that at my church. We don’t have anything he says. These people are dying and we’re not getting anything. And i said, well, are you asking for them? Are you are you marketing the plan gifts? And he says, no, we’re not doing anything to sit down. So within about fifteen minutes we laid it all out. We started with the society we named the society after a tree that’s on the on the really old tree on the front lawn in the church. So we named it after the tree, and then i said, well, now, now you have to come up with, like, a way to talk about it. So do you have any recently realized plan gifts? And he said, yes, we have got some money last year and we used it. The intent was they wanted to upgrade all the handicapped accessible stuff in the church. So that’s claim i said, do you have a church member who is benefitting from that and says, yes, there’s this woman and she wasn’t coming to church for a long time because it was hard for her toe access the church that’s fantastic. So i said, do you think she’d be game? And he said, yes, i said, okay, you get her, you get a photo of her act using this handicap access, you get a great quote from her talking about how wonderful it is now that she can go back to church. You put this in your newsletter and you talk about the fact that this all happened because of a bequest, and that gives you the opportunity to talk about bequests and you’re new society also, the added bonus. Now you have a way to talk about bequests with the woman who has been benefitting from the situation because you have asked her to take her photograph. So now she’s, a new french, is kind of in on it and that’s the key thing is to kind of get people in on it so you can make a plan giving program at a kitchen counter on a sunday morning over a bagel and coffee. Yes, small non-profits should not be discouraged at all thinking that they that they can’t do it. It’s just a matter of having simple conversations like you’re describing or putting something simple in your newsletter and you start with the simplest of gifts that one the ones you and i are talking about the bequest maybe go to the ira if that continues after this year. But charitable bequests just a gift in your will alongside the children and grandchildren and your spouse there’s a gift for us. It does not to be a large gift that’s just that’s the easy way to start a plan giving program and by the way, your story i don’t even i don’t know any of the players, and it still makes my eyes water a little bit because it’s such a touching story it’s so poignant. Those are the kinds of tender things that we want to be able to share with others to encourage them to do the same. Well, it’s, because we it’s kind of like we know the secret this secret way to raise money for your organization that’s so easy and a lot of people don’t know it. So at the church, they don’t they know about if they know about the quest, but they don’t know that. It’s something that they can go out and ask for, they think it’s something that just has to fall in their lap. So that’s what’s so important about talking about it and talking about it in a way that features the benefits of the plan gift and why it’s good now rather than why it’s good later, and i think that that too many people in the plan giving industry talked too much about this idea of a legacy that people are sitting around thinking about leaving a legacy and how important a legacy is. I don’t think people really wake up in the morning and think about leaving a legacy. I think that when i talk to people that have done plan gifts, they’re doing it for the here and now they’re going, you know what? This is something i can do. It makes me feel good, it’s good right now, i know i’m helping, i know i’m doing a good thing, and i’ve never heard a donor ever really say it’s because i want to leave a legacy, you know? No, i don’t you’re right, i don’t hear that that often, i think people who will get to that age, you know, are thinking about what they’re going to leave behind, but i think it’s when it when they’re thinking about that it’s not so much for about charity, it’s more about we’re going to leave behind for my family that in terms of the legacy, i think that’s more family oriented, but you’re right, a lot of fundraisers, air thinking about our marketing leave your legacy, and i don’t think people think in that respect for charity, for charitable purposes no, no, they’re doing it because they want to do something they want to do something smart and savvy and cool right now, so if if you are ah let’s, just say i’m a loyal donorsearch to a animal shelter in my town and i’ve been giving to them for fifteen years, and i’m having a conversation with someone on the staff and they say, you know, we now have this society where it’s wait are accepting plant gifts and it’s this and that and here’s, some of the things other people have done and it’s going to be great because we’ll be able to do so much and this per yes and focusing i’m sorry, but focusing on what the gift does, what the outcome, what the impact is how, how this is helping. Is it saving a life? Is it rescuing on animal is what’s the what’s the outcome that the gift creates? Not so much the focus which i see too often is this was a charitable lead unit trust which had a provisioned for generous state tax implications. And you know it’s, not about the taxes. You do it about the do it about the the great story that this that this gift creates because it has saved a life educated a child rescued ah rescued an animal given shelter to someone who was, who was abused, what’s what’s the gift doing and also, i think. And the other part, the donor part of is what can i do? And it’s an easy way to be a quote philanthropist like you think only rich people can make significant gifts and do something really sincere. But you khun do that too. And when i’ve talked to some people about it, i said, look, you know, you’ve been you give one hundred dollars a year to this organization, but if you made this organization half the beneficiary of that ira that you have sitting around that has twenty thousand dollars in it and let’s say something happened to you tomorrow, your organization would get ten grand that’s a lot of money, they could do a lot with that. Ten grand of people call, really? I didn’t know that, and i think when people realize that they can be a philanthropist, that they could be someone to make a significant impact. That kind of floats there boat it’s definitely and it’s definitely not just for high net worth people with big assets. It’s ah it’s an ideal way of giving for very people of very modest means, but your example, ten thousand dollars, five thousand dollars almost anybody could leave five thousand dollars in their state in some method, whether it’s, ira or by will it’s a it’s just outstanding for people of very modest means to do big things and be philanthropists and people also want to be savvy. They want to know that their money is is being maximized so let’s just say they they have some life insurance they’ve had around for a long time, and now they’re divorced from that spouse that they bought the life insurance for their children are grown. Their son is a doctor. Their daughter is a lawyer and they don’t need this life insurance policy anymore. What’s, anybody going to do with this five hundred thousand dollars on this guy’s life and he’s he’s, sixty five years old. So here’s this life insurance policy, he could give that two his charity? Yes, that or yes, he can actually transfer the ownership or just make them a beneficiary of it. Yeah. Ah. In plan giving me talk about the what you’re describing, the excess policy, like somebody may have taken out a policy to help children in case they had untimely death. Or to make sure the mortgage got paid or the you know, college educations got paid for if they had an untimely death. Now those things are all done. The mortgage is paid or substantially paid. Kids are educated. There is this policy like you describe that we took out first purpose. And now that purpose is fulfilled. Um, that is a great gift. A zay said could just be a beneficiary. Just just named the charity. All they need is your your name and your tax id number and you can put that in like a a two cent in sidebar on a newsletter include us in your own life insurance policy, here’s our tax id and legal name and that’s all they need. And if you want to write a little bit more, you could talk about sort of the scenarios of it. So because people want to do the right thing with this assets. So let me ask you if you had a life insurance policy and let’s say it’s it’s it’s paid up and it’s it’s five hundred thousand dollars. What else could you if you didn’t give it to charity? What could you do with it right now? Could you? You could cash it in, but then what would you pay tax on it? Or you could cash it in? I don’t know that you pay tax. No, i don’t think you pay income tax on it. If you if you surrender it now for its cash surrender value that’s an option, you could just keep it in name some other family member of beneficiary of the death benefit there’s, not there’s. Not really great options, esso. I think charity is. Should at least be a part of it. You know, you can you can still do eighty percent for family and twenty percent for charity. And that doesn’t have to be one charity could be for charities and each get five percent of that that remaining twenty. So you know that ah, and that’s the way to of overcoming the objection you might hear. Fund-raising right here, i’d like to help you, but i have other charities i want to help also, but one life insurance policy can help multiple charity’s one will khun do that if we’re talking about something bigger, like charitable trust, you know, those couldn’t help multiple charities, but keeping it simple. Will ira life insurance? Any of those three can help multiple charities. Just make sure that at the end, when you add it all up, the percentage is equal one hundred, and it might just be five percent for charity or ten. And in the rest for family. Always to be thinking, you know, when you hear oh, i’d like to help you. But there are others too. These airways that a person can help. Lots of charities now being the ah the ah! This not exactly host right now, but i’d recognize we have to wrap up like in thirty seconds or so if this is going to fit in the show like around nineteen between nineteen, nineteen, half in twenty minutes so you just took ten seconds of it, so let’s, just wrap it up here i’m clear meyerhoff with tony martignetti and we are the co host today for this very moment moment of non-profit radio tony martignetti non-profit radio, where you will find a fabulous solutions for your small non-profit big non-profit ideas for the other ninety five percent. This is texas ranger tony thanking clare, thank you very much for the for the switch on dh sharing some time with me and ah ah, as always for being creative director, creative producer of twenty martignetti non-profit radio and you’re listening to our coverage of the national conference on philanthropic planning in san antonio, texas. The conference, of course, hosted by the partnership on philanthropic planning that’s my interview with claire meyerhoff, very grateful to her for that right now we take a break and when we return it’s tony’s take two and then scott koegler is with us for events, technology stay here. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? 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And what i love about this is that all the systems that they review cost four thousand dollars or less in the first year. So i just think it’s a really valuable resource. And i wanted to point out to you and you’ll find the link to that analysis on my blogged at tony martignetti dot com. And that is tony’s take two for friday, september fourteenth, the thirty ninth show of the year. Scott koegler is with me now. We’re talking about event technology. Scott, how are you? I’m doing great. Tony, how are you? I’m very well, thanks for joining me today way all know? Scott he’s, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com event technology. I’m not sure people think of using technology, tio support their events and some people are already doing it. But what what’s out there, that’s that’s helpful? Well, you know, there there’s a bunch of stuff. Probably the basic is, uh, facebook, you know, just setting up your your event as it has kind of something that you show on facebook and you can invite people there, but there are some very specific applications typically their cloud based, you know, they you don’t install them that’s early on your computer, you access them just like you would facebook and, uh, on then you set up your events there, you can invite people to it. You can sell tickets to it. You could track show photographs. You can all kinds of, uh, you know, just anything you’d like to do to promote and track your that. Okay. And so i assume this includes registration and ticketing things like that. Exactly. Exactly. Everything you typically do, kind of at the site. In fact, there are some applications. Portions of applications that the actual walk around during the that and can record interviews, take pictures, things like that. So it becomes full sweets of applications that you use free calls now? Yeah. Good night. Over. Right? And then even even follow-up, i presume, right? Some some will help you with follow-up notice messages. Well, certainly. Of course, the whole purpose of events usually is fund-raising or preliminary to fund-raising. And so you certainly want to know who came what they did. If you have some ability to record something about them in bio or maybe the kind of interests that they have, you want to be able to follow up with. So some of these things air are connected to social media systems or email kind of systems. So you may be able to send out updates in both of those ways. Or maybe all of them. Okay, while we’re teasing a little bit now, what’s, uh, let’s, get into some of these. What do you have first? Well, there were a couple and you mentioned one. That right? Which is a really, really popular with very powerful. Okay, yeah, i just you know, i only know it because, you know, occasionally i’ll get an event bright invitation to, like a cocktail party or networking or some like that. But it’s it’s more robust than that. Uh, it’s it’s. Very powerful. It allows you to set up your events. It has, as you mentioned just a minute ago. Ticketing function so you can actually sell your tickets through it right online if you if you want to have tickets. And now, if you have an event that is based on donations and we want to accept proof pre accept donations prior to the event that you could do that as well, okay? And this is what i’m sorry, but this is a free one. It is free. Yeah. Ok, go ahead. Please continue. I think that they i’m not sure, but i think that they actually take a piece of your tickets. That’s where they get some revenue. Okay, if you’re selling tickets, okay. Okay. On dh that’s ah, eventbrite is b r i t e dot com eventbrite dot com. Okay, anything more you want to tell us about event, right? Um, you know, it connects up with with a couple of social media sites. Certainly. You can connecting through facebook in those kind of things, and another one you mentioned also hub spot, which really isn’t kind of social media, it’s more of a kind of a management, you know who said what about what? So it’s, kind of after the fact for social media on that actually does cost money so that’s one that right probably want to get into later on hub spot is really marketing ah, marketing sweet, and it just has a an event bright module, they’re you know, they’re connected to event, right? That’s it hub spot dot com is one. What else? What else is in your current article on this? Well, yeah, there’s a couple of interesting ones. One is, of course, a jew. And i’m sure that many of the listeners know that sage as a non-profit management just, uh, kind of an all around piece of application that allows you to keep track of your daughters, your prospects, your events and pretty much accounting and anything else. So they have a module also that helps to manage events and, you know, it’s. Tough to say this, but pretty much all these do a variety of the same kinds of functions, so when you think about managing the that, you know, they’re all going to take registrations, they’re all gonna allow people that teo to register, get a map to where your that is make comments, those kind of things, of course, sages is an application, cos so they’re going to charge for for their application. I i don’t know exactly what their charges are, but they know they’re going to be they’re gonna charge. Okay, interesting, you’re the article on this that you have it and p tech news dot com mentions a small organization that’s just think they’re thirty to twenty, twenty and thirty year olds, and they’re talking about just fifteen people coming to their average event. But then you also mentioned an organization that runs a much bigger events, right? Right? The jazz foundation and neo-sage so, you know, if you have, the resource is and you have the clientele, the constituents that are doing kind of significant funding for you, it’s certainly pays teo be able to get into one of the more more robust and something that actually integrates in with your they’re counting on the other functions, such as sage. Okay, okay. There’s there’s, another one to please. But i will mention here and, um, that is an impact. A m p a c i know it’s an acronym. Hang on one second way. Could make some of your god. I will jam, jam, pack and association management now, i don’t know. I was thinking american pacific, maybe for for pacific island there’s or something, but whatever it is and and packed negotiation management, uh, package back. Oh, is it a m p a k or a m p f c c dot com. Okay, so we have just about two minutes before before i break. Tell us about impact. Okay. It’s. Similar in some ways, neo-sage and that it’s pretty much an all around kind of a system to manage your organization. But this comes in module so he can actually start relatively small, although still relatively small, is going to run about nine hundred dollars a month. So you are going to be fairly well bust, kind of an organization to use this. Okay, but it does have, as i said, different modules that you can piece together, and one of those is any that management system and those plug in to its accounting functions plugs into profiling systems for your donors, and also connects into, uh, social media. So i think the lesson here is that if you could get away with something like event, right, which was really, really great job. But it doesn’t particularly integrate with financial management rights of the size that you have a new immigrated financial management system than something like an impact. Or sage is really going to do a great job point, because it keeps everything in one place. Okay, we’re going to take a break. And when we when we return, we’ll see what else scott has for us. And also, just talk about some of the the simple, er management tools like, like google docks and drop box for your events. So stay with me and scotty. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Scott and i are talking about events technology. Scott there’s, another group that i wanted to just mention is meetup dot com depending on what type of event you’re planning, meet up could be helpful. Meetup it’s great it’s not particularly non-profit oriented, right? Although there, you know, there are plenty organizations in there that they’re kind of loosely organized and that’s kind of what it’s for is if you haven’t interest like i imagine their side, it belongs to a wine meet up uh, and there it’s anybody conjoined? Of course, you have some control over who you allowed to join, but it’s it’s typically location based. So look for people in the area with the same kind of interest they sign up and then you are you create what’s aptly called a meet up, which is, you know, a place in a time, okay? And you can add details to it has specifically invite people and you can track it to the comments on it. So it’s, very nice. I don’t know they’re actually his, eh? Ah financial component to it that allows you to collect these if you have a particular like if you’re going to a restaurant or something like that? The marriage make a reservation. You can make reservations. If you also want to collect fees. You khun sell a ticket or not? Sure. What’s called problem with something like a ticket. All right. Yeah. That’s a great one of this horrific. And now we know that you’re in teena file. I am. I am. What is your what’s? Your favorite wine? Do you have? It is possible to say you have a favorite, you know that there are also different. I had one this weekend that was particularly good. And it’s called vincent. Now you’d think that would be van gogh. But it’s actually not expensive motorcycle. Is this is this motor oil? Or is this wine we’re talking about is much better than the movie by a guy named mark ryan. Mark ryan winery and it’s called the vincent. Is it a red or white or blush it the red? Ok, sabelo okay. All right. Yeah. So it’s uh, particularly right, we might. We might have this into our conversations from month to month. I’m a i’m a drop a surprise question on you about wine or something. Ok, well, not that i know what i’m talking about? Me so it’s. Not like a test. You could say anything. I would. I am not a someone, marie, but i do enjoy, you know, kind of sitting next to them and say, all right, let’s, talk about dropbox because dropbox, simple file sharing this could be really helpful for events. People in different offices, or even maybe people working from home or even in the same office. File sharing. Sure, sure, absolutely. Drop box. I just give a brief about what that is essential. You install little application on your computer and you drag files into it, just as you would drag files into your own filing system on your computer and the system automatically copies that file up to a cloud based repository. And then you can invite people to share the file of files that you placed there. It’s especially good for large sounds like photographs and things like that, but it works just fine for documents and the other kind of things. But having said that, uh, there, too, to systems that have, uh i’ve been around for a while, but there recently kind of made a play against drop oxide. Is google google doc’s? Sure, which is probably even better suited for for meetings and events because you can also put your calendar up there and i’m sure the calendar you can share documents, spread, shoots those kind of things, and then when somebody opens those documents on their own computer, they actually used the google docks formatting functions, right? So the differences and i just wanna point out the differences and drop box you’re using standard file formats like dot doc and dot excel for excel spreadsheets and etcetera. You using whatever you’re accustomed to, but in google using their their document a system, right? And the advantage with google is that, you know, i may not have word french someone computer, right? So what do i do when i get the file? You know, struggling so with google docks, you know, you can you can upload, uh, i’ll say power point, i’ll go there google’s presentation files, right? And then you could actually view them in the google presenter. So, you know, it’s kind of a a full system where dropbox is really great at sharing any kind of file that you want to, but you may not. Be ableto use it once you download that file, and with google, you can import files that you’ve already created. I didn’t, i didn’t. I didn’t mean to lead people to think that you have to start fresh with their with their blank spreadsheet or something you can import, and it will convert it into therefore into the google format. Sure, and you have the option of either converting, and we’re not converting it, so you could e yeah, you could take a powerpoint files just up with powerpoint files, and it stays a power point, okay, i realise it or converted, so, you know, get some options there, and then you’ll find that it’s a docks docs dot google dot com, but you have to have google account to use these, don’t you? I don’t know if you have to have a google account to use to be a recipient, right to share have somebody invite you to share, right? I share documents with people that i didn’t know whether or not they have a right to be the creator of a document. You certainly have an account, right? And to invite other people, okay, we have just two. Minutes left. You said there’s. Another one. That’s making a play. Uh, yeah. Area the old player microsoft recently put up outwork dot com, which you’re familiar with. Outlook. The application outlook dot com is the online version of outlook that runs on your desktop. So there’s a whole bunch of things about that. We might talk about that next time. Because that’s kind of interesting it’s it’s, i’m gonna say it’s loosely based on hotmail but it’s much more like what you experience on your desktop. This also includes a file stating and file sharing as part of that whole suite. So, look, look for microsoft there. They may not have been, you know, major name, a new application development, but they seem to be coming strong. Okay, interesting. And outlook dot com is cloud based, right? It is crowd based, just like dropbox and google. Okay, yeah, why don’t we? Why don’t we a plan that for the next month? All right, that sounds good. What do you want to talk about there? Okay. And overviewing outlook. Dot com. Okay. Anything you want to leave us with around event technology in last minute? Uh, you know, the biggest thing is, you know, planning the event and use one of these applications to organize it because it’s one thing to just say they were gonna have a party, it’s something else to say it’s going to be here and we want you because of your special skills and tony, you’re assigned to bring wine. Ok, alright. My favorite wine is called is, uh, is a vineyard named list cerini okay, it’s been around for a long, long time. Very well known. Little little tart, slightly target, but it has subtle notes. All right, scott can go. Thank you very much. Thanks, tony. Take always a pleasure. Thank you. Next week? I don’t know, because i’m recording today’s show three weeks in advance, so but you know, it’ll be a good show. You know that that’s, why that’s, why you’re with us every week. You can keep this conversation going on linkedin. Post your follow-up questions, including wine for scott if you have them and the guests will answer in the linked in group i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals, and it is a ten minute monthly podcast devoted to fund-raising it’s on itunes. You also find it on the chronicle of philanthropy website. If you like this show, i hope you will check out fund-raising fundamentals continuing to wish you good luck the way performers do around the world more often than break a leg upper singers around the world. So this is an international one today use toi toi toi toward off a spell or a hex. And this imitates the spitting sound sound of spinning on somebody like last week’s three three remember from norway but the norwegians only spitting twice there. Very clean people. Look, look at them. They look clean, they look wholesome. Their country is spotless because they’re only spitting twice but are everywhere else. We’re spinning three times on dh. It used to be said that saliva actually had demon banishing powers so internationally on, especially for opera singers internationally spinning three times over somebody’s head or shoulder is a gesture toward off evil spirits. But spitting on them is assault in probably under most criminal codes, so don’t hit them. And as you’re doing this, i wish you toy toy toy for the week. Our creative producers, claire meyerhoff. Hard to believe we have one. But janice meyer. Janice taylor is helping me with all these international greetings from performance artists. Sam liebowitz is our line producer shows social media is regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. You should be here next friday. Went to two p m eastern at talking alternative dot com. Hyre hyre. I think that’s a good ending. You’re listening to the talking alternative network, waiting to get me anything. Nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. 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 athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office 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. Told you.

106: Campaign Volunteers & Fiscal Sponsorship – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Rich Foss, consultant and author of “Greenlight Fundraising”

Gene Takagi & Emily Chan of the Nonprofit & Exempt Organizations Law Group

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

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Hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, how i hope you were that you were with me last week. That’s all i just hope you were here. We had grow grassroots michael o’brien, founder and principal of mob advocacy. He knows how to bring people to your cause with grassroots advocacy. How do you activate people? What are grass tops? We talked about that and how do you engage those people? Where do you go to meet potential coalition partners and what’s the added value for your work around grassroots advocacy and divine devices, desktops, laptops, tablets and handhelds? Scott koegler had tips for picking the right device to fit your budget, your work style and personality. You know him? He’s, the editor of non-profit technology news and our monthly tech contributor. Of course, this week, campaign volunteers rich foss he’s, the author of green light fund-raising we, he and i are going to talk about the importance of volunteer leadership in your campaign, how to recruit your chair and lead donor and the other volunteers you need in place and what their jobs are and has lots of descriptions and other resources that will go up on linkedin and facebook after the show today and fiscal sponsorships. Our legal team jean takagi and emily chan from the non-profit and exempt organizations law group make sense of this complicated relationship. What it is, why your office might become a sponsor or sponsoring and what that looks like and how to get started between the guests on tony’s take two big non-profit ideas for the other ninety five percent you’ve heard that already. Today my block this week is to encourage you to listen to the show and since that’s a paradox, i’ll have some other things to talk about other ways to connect on tony’s take two here’s the first one, of course hashtag non-profit radio to join the conversation with us on twitter right now, we take a break, and when we return it’s campaign volunteers on rich fost will join me. I hope you stay here co-branding think dick tooting getting dink dink, dink dink, you’re listening to the talking alternative network waiting to get in. Thank you. You could join the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. 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. You’re listening to the talking alternative network. Dahna welcome back, live listener love going out new bern, north carolina? Oh, how i miss north carolina haven’t been there for a few months, but i will be there soon september welcome new bern and we’ve got more live listener love as the show goes on right now, my guest is rich fuss he’s, the author of green light fund-raising your sustainable fund-raising guide to raising fifty thousand to five hundred thousand dollars a year to light up the eyes of people you serve and your donor’s hope the book is shorter than its title. Rich he’s been in fund-raising over twenty nine years as both staff and a consultant he’s with me from rural illinois, where he’s, the leader of a mennonite community rich fast welcome to the show. Thank you, tony. I’m really glad to be here today. It’s my pleasure to have you, uh, we’re talking about campaign volunteers. What what’s the role of volunteers in a campaign about in my career, i worked with community non-profits and usually there’s only one or two development staff, and so i really wanted to develop a system that could be a multiplier for for staff and also that could really use the gold standard of fund-raising, which is, is. You raise a lot more money when you sit down face to face with somebody and describe the organization and ask them for a gift. Face-to-face and so, basically, i developed this system where you recruit volunteers and have them sit down with face-to-face with people and ask forgiveness for your non-profit and, uh, uh, not promise that have developed our have a doubt that it it’s been very special for them. Now we have a drug in jail on tony martignetti non-profit radio, and i hate to do it to you in this very first segment. But you said volunteers are our multipliers for for the charity? What? Why do you what does that mean? Basically, what it means is that that a development director, even if they go out and ask forgiveness, face-to-face, uh, can only meet with so many people each week or each year, and if you have aa group of passionate volunteers, uh, bacon meet with her a lot more people in a much shorter period of time and, uh, that’s why i call it a multiplier, okay, so early parole from jog in jail, but what your step you don’t you don’t want a second offense while you’re on parole. The let’s see, i’ve heard that it’s really? I mean, volunteers and i’ve had guests say this volunteers are the leaders of the campaign. Is that do you? Do you believe that over rather than the staff of the charity? Uh, definitely definitely. And that’s why? In setting up the system, the very first step is to recruit the campaign chair person who you want to have a very influential person in your community be the campaign chair person because their leadership will influence a lot of other people to, uh, to join your campaign. And so that that leadership role is extremely important. Okay? And we’re gonna have some time to talk about how to recruit that campaign chair is as well as some other volunteers, but what’s the role of the charity’s staff in all this. Then if the if the campaign is being led by volunteers, well, basically, i describe it. The role of the the, uh, campaign staff is particularly development staff. He used to run the system. Sometimes i like in these campaigns like an ipad. The ipad spring is very simple. And yet behind it, there’s a whole lot of details. Well, what you want to do in these campaigns is to create the systems and the details in such a way that it’s very easy for the the er staff are executing the volunteers to do their work, and so that requires a lot of work, a lot of organizational detail, a lot of of of work on the part of the development. Okay, now you’ve been doing this for nearly thirty years, so you can’t always have been like getting this toe ipad. What you used to look like in tow the old pong game or what? What did you used to liking it, too? Twenty nine years ago. Oh, okay, well, i didn’t have any metaphors until i was the brother typewriter. When you push the half space key. What i love just love about those type, you know? You know there’s? No, they didn’t used to be an exclamation mark on typewriters. I’m sure you remember that, right? Right. Had you had to do a period and then a back space and then a apostrophe to get an exclamation mark and that’s my theories. Why they’re overused now because there is an exclamation keith but that’s a little bit of a digression. I suppose. We have just a couple minutes before we take a break let’s from so so the so the staff is doing the systems. I mean, they’re they’re basically they’re supporting the volunteer leadership then is that is that? I have that right. Okay, okay. Now, before we could do the campaign chair, your advice is that there be a pre campaign committee. I don’t want to spend too much time on that, but just like a minute and a half before a break, tell us about the pre campaign committee, okay? Basically, you know, a lot of community non-profits their boards don’t get formed based on fund-raising. And so when i developed the system, i decided that we needed to have a group that was focused right on fund-raising and so generally what you do in the pre campaign committee, you get together, the executive director, maybe past boardmember the current board members, people who are influential, the most influential people in your community that are connected to your organization form that that, uh, campaign committee, because basically it takes influential people to recruit influential people, and so that prepaid campaign campaign committee gets together and identifies, okay, who are? The the top five people that could serve that in our community, that could serve in that role of campaign chairperson. Of course, if you put it, if you put dick cheney on your pre campaign committee, then he’s going to want to be campaign chair. Well, if you’re lucky, there might be somebody on your on your your pre campaign committee who could serve his chair. But especially in the first year, you want to go after the absolutely best person in your community, because that’s going to make your campaign sustainable because you want to do this every year, okay, which way a person. First, it works much better the next year. Okay, we’re going to take a break. We’ll come back and talk more about the campaign pre-tax paint committee leading into the campaign chair. 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 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 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 shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what you’re born, teo you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven, new york time go to ivory tower radio dot com for details. That’s, ivory tower, radio, dot com for 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 welcome back. We’ve got more live listener love going out to massachusetts, spencer, massachusetts and no handup massachusetts, welcome to the broadcast with rich foster. We’re talking about fiscal sorry we’re talking about campaign volunteers, which fast, you probably want to talk about fiscal sponsorship, do you? I don’t care. You have expertise. Yeah, i don’t even particularly. I’m not looking forward to it, but we are going to want to talk about campaign volunteers on dh were in our pre campaign committee. So the this group of community leaders is assembled to to choose the people who would be good prospects for the campaign chair. Correct. Okay. And you did say if the pre campaign committee should include the the executive director of the charity? Correct. All right. Is that really the only should that be the only staff person employee of the charity? You’re often the development director will also be a part of it. Okay? And then other people who are prominent in the campaign co-branded community in there, in the community. Okay, so what’s their what’s, their process this as they as they narrowed down the prospects that they move toward asking somebody, uh, basically what? They do is the first thing they do is identify probably five people, possible people and then rank them. And basically, i suggest this because, uh, i learned from my mistakes the very first campaign that i was involved with. We we identified the next best person asked that person and they said no, and that happened four times. Yeah, so that’s. A lot of disappointment for a committee of mostly volunteers. That’s, right, that’s, right. Very disconcerting and out. The fifth person said yes and ended up to be a very a very good campaign chair person. So what was the lesson lesson from that? Yes, i learned from that identified five people right away. Rank them and that way, if you if somebody says no, you don’t have to push the panic button. Okay, your committee of volunteers is not disillusioned. That’s, right? They got others to go to. Ok, it’s right on. You have some pretty specific advice about about this process and even the meeting with with the candidates. Yeah, yeah. The the recruiting of volunteers is really, really serious business tonight i have a son who played division one basketball in fact, colgate university and so i got to see first hand the basketball recruiting process, and one of those guys are highly organized, and the same charities have to do the same thing. I have to plan things out very carefully and basically, you have to identify, okay, who’s going to on this pre campaigning committee, who’s the best person to invite the person to a breakfast or lunch where they can be approach who’s the best person to ask them to be the campaign chairperson and in the there’s, a lot of details that you and i have planned out, and you’re doing this for each of your five candidates. Yes, well, you do it for the first one and and then, you know, if you have to go to the second one, you do it, but all planned. I mean, do you even recommend people sort of role, role playing or any kind of mock mock meetings? Teo, talk about you’re going to say this and she’s going to say that, etcetera, i don’t know if you need to do the role playing, but you need to identify who was going to say what you know, so that that, uh, like the reason you involve the executive director is you need to have someone who could describe the non-profit and also who can tell a powerful story about the work of a non-profit and, uh, so you basically need to figure out the roles before you before you set up the meeting, okay? Okay. And at what point should you share the the sort of job description of the campaign chair with the with the prospect? Well, i, uh i would do it verbally during during the meeting and then, uh, attended the meeting just give them the job description, ok? You don’t want to read it during them during the meeting, but you want them to have something to refer to when they’re when they’re considering it. Rich has a model job description for the campaign chair and lots of other helpful resource is we’re going to mention a couple of them, but you’ll find, ah, whole list of them around this topic of campaign volunteers on my on linked in group for the show and also on the show’s facebook page after after the show, those will be posted and rich, who lets see who i should be the person to actually make the ask at the meeting is that should not be the person who’s the the closest to them. Or should it be the executive director? Or how do you decide who actually says we invite you to be our campaign chair? You basically need to ask who is the most influential person in terms of who’s who provoc perspective, campaign chair, person who’s? Who are they most likely say yes to ok. And that’s also the campaign pre campaign committee simply asked that question and hash is without among them and that’s, the person you asked, okay? And around a giving a gift expectation for the campaign chair. Certainly the person’s going to need a campaign they have to give. Correct. What do you like to see in terms of asking what? Telling them what they’re what the charities expectation is around that in an ideal world, they would give the elite gift. Uh, but way lived in an ideal world. You’d be on a much better. Show them this way. So we know that that’s out. Okay, i would be much more fluid. Uh, so you more support thing is influence not with e-giving ability of course you want them to give you want. You prefer to get them to give a major gift they clearly have to give, but they may not be able to give at the league gift level. Okay, uh, but their primary role is to be the chief influence in the campaign. So if they’re involved, you want everyone to say, wow, this is this is an important bilich event or important campaign in our community because this person i see ok, and also they become the person that it’s hard for other people to say no to write that’s, right? Because right, because they’re going to be responsible for recruiting other volunteers and asking people for gift. So say little about that, okay, the, um the campaign chair person will be responsible for recruiting the division chairs and that’s going to vary from community community, uh, in a larger city, you might do it by, you know, geography or, you know, a suburb or by industry that’s sort of part of the planning process. But whatever divisions you come up with, there needs to be a chairperson for that debate division. And, uh, you want your campaign chair person to recruit, recruit them. Okay, right. And you want to make that somebody that it’s hard to say no to that, right? Okay, so let’s spend a little time. By the way, just listeners were talking to rich boss he’s, the author of green light fund-raising we’re talking about the use of volunteers in your campaign rich why don’t you tell people where they can find your book? Green light fund-raising that or okay, green light fund-raising dot org’s let’s talk now, since you’re starting to lead us there. But you’re not taking over the show, which for some some guests get a little presumptuous. Take over the show. You’re not taking over the show. Appreciate it. I’ll follow your lead. You’re in trouble going off a cliff. Thie let’s talk you started brought into a bigger staff of volunteers. What should that? What? It’s? A little more. Besides the division heads. What should this broader volunteer kadre look like? Okay? One of one of the things that the development director needs to do is to develop a gift charges and the gift chart basically says what level of gifts need to be asked for and received in order to achieve. The goal, and then there are are once you have that, you can identify the number of volunteers you do, and i won’t go into all the process. But basically for every gift you need, you need three prospects. Right? Okay. And you want your volunteers to, uh, ask five people for gift. So this is hyre mathematics now. Okay, it’s. Just a matter of each volunteer. No, it’s hyre math for me anyway, so every volunteer as to ask five people that’s, right? Ok. That’s, right. And so well, you can figure based on your gift chart, you can figure out what you need to talk to so many prospects. And are you okay? Tio, meet your goal and you divide that by five. And then, you know, you’re a number of volunteers, okay? And that’s another one of the resource is that we have is that is not in the list of raving. Okay, there’s there’s a, uh an excel spreadsheet that has, ah, gift shark in it. And it also includes the breakdown of volunteers. Okay, excellent. And again, you’ll find those on the linked in group for the show and also the facebook page and then those air links back to teo richie site um, now we like to see volunteers recruiting their own teams isn’t isn’t that right? Yes, rather than having them posed by the staff that’s, right? It’s basically, because, you know, this is all volunteers doing it. They’re going to have to the leaders of the team leaders we’re gonna have to yeah, you know, do some gentle pushing to get things done, and they’re going to be able to do that much better with people that they know their friends. And so you want them, you want to strongly encourage them to recruit people that they know it, and, like and trust that the charity is putting a lot of faith and trust and like into it’s volunteers? I mean, there really are e-giving a lot of responsibility to this to this volunteer. Kadre yeah, yeah, and so, you know, one of the one of the the important roles, but particularly the development director does is is built strong relationships with the campaign leaders so that the campaign league leaders know that they’re going to have the support of the staff, and it really gives them confidence in their work and that kind of flows through the whole campaign. Okay, just the important point that this really is a ah delegation to the volunteers it is it is, yeah, yeah, and part of what happens is that, you know, i emphasized over and over again is you have to tell the stories of your non-profit because these dramatic stories of either wives transformed or also of, uh, the needs of non-profits mitnick is meeting really energizes the volunteers and gives them really meaning and purpose and what they’re doing way have a segment on the next show. My guest is rochelle shoretz and she’s going to talk a lot about storytelling in rain in the second half of next week’s show. Great, because i would really encourage people will listen to that or has, uh, stories are just absolutely essential when working with volunteers, which what is it that you love about? Fund-raising it seems, lives transformed, you know, the i’ve had so many people, you know, talk to me over the years and say things like, man, i can’t do that, you know, that’s begging for me, it’s not begging, you know, i tell people, you know, a panhandler bag. A fundraiser transforms lives. Yes. Give us a story. Give tell a little story about some some life that you’ve seen transformed our lives. Yeah, i was actually influenced in developing this model by doing a capital campaign. And, uh, when i did this capital campaign, i was working for an organization that provides services to people of developmental disabilities. And, um, there were about seventy people that we had living in a nursing home, and we wanted to shut that nursing home down and make it possible for them to live in a small group, homes. And there was one guy, particularly, uh, and, uh, i want to give his name, but i would talk to him. And any time this topic came about pizza, you know me. I like peace and quiet. And he was living in an extremely noisy nursing home, you know? And, uh, i remember we did this campaign. You know, it was a tremendous dahna taking for the organization never dahna campaign before raising one point, two million dollars dahna, uh, community of, you know, seven thousand people. And i went and visited him in his new home. And that was so moving you. Know to see him, you know, getting the peace and quiet and he’s long he probably living this nursing home for twenty years or so, you know, and see his life. How has changed? It was just amazing just by having a quiet environment very touching. Yeah, rich, we have just a minute left. I’m going to hold you to that. But can you tell us what? What lesson? What a lesson that we might all take from the mennonite community around fund-raising of the mineral rights. Uh, not only do fund-raising but they’re also very action oriented. One of their one of our services called mennonite disaster surface and so many knights from all over the u s will go to places where tornadoes go through hurricanes and they’ll clean up. No, they were down in in er not bad. Duitz of louisiana, new orleans, new orleans yeah, you know, helping clean green. And i remember hearing the stories of, you know, incredible work that they did buy the good friend who is on their way. I have to stop their rich shirt rich boss is joining us from rural illinois where he’s, the leader of a mennonite community. He’s, the author of green light, fund-raising, which you’ll find at green light fund-raising dot org’s rich. Thank you so much for being on. Yeah, thankyou. Tony, i really appreciate being here. It’s been my pleasure. Thank you. Now we take a break, and when we return it’s tony’s, take two little more live listener love and then gene and emily on fiscal sponsorships. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll 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. Dafs you’re listening to the talking alternative network. I’m ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back, we got live listener love going out to laurel, maryland and also malaysia. I don’t know which city in malaysia, but laurel, maryland, malaysia welcome tony’s take to my block this week encourages people to listen to the show you are obviously already past that, so i have the advanced course for you. I want you to know that i continue the conversation from the show in the linked in group last week, i had a follow up question for michael o’brien about civil disobedience, which we didn’t get a chance to talk to talk about in his conversation around grassroots organizing, and this week, as i mentioned, the templates and other resource is from rich foss will be in that linked in group. They’ll also be on the facebook page, so next time you’re on linked in, please check out our group and join also twitter no there’s me and the hashtag, and you can follow me on twitter the hashtag of courses non-profit radio if you want to know who the guests are going to be each week, i send email alerts every thursday on the facebook page. My voice just broke thursday like i’m twelve again, um and you can sign up for those email alerts. I just said that on the facebook page and then you’ll know in advance for the guests are maybe you don’t care. I understand you may just be subscribing and you don’t really care who’s going to be on because you know that the guests are all going to be smart and that the host is in question, but you can always count on good guest. Um, i also won four square. If you want to connect with me on four square, i’ll see where you are in the world and you can see where i hang out. Check me out on foursquare and that is the end of tony’s take two for friday, august twenty fourth, the thirty sixth show of the year we have jean takagi and emily chan gene is the principle of neo, the non-profit exempt organizations law group in san francisco, he edits the popular non-profit law blogged dot com and he’s g tak g ta k on twitter. Emily chan is an attorney at neo-sage she’s, principal contributor to the non-profit law blogged, and she is the american bar association’s two thousand twelve outstanding young non-profit lawyer i don’t know why she’s still on the show. I’m sure she can have certain you could do better than this. Now that you have that appellation, you can follow emily chan on twitter she’s at emily chan, jean and emily welcome back. Hi, tony. Tony. Hello, emily. You’re still on that. You’re still coming on the show. Thank you for that. Everything about you for having me even if you got the prestigious award. Um, let’s. See, we’re talking about fiscal sponsorships. If there was ever if you ever needed evidence that the contributors choose the topics, this would be it fiscal sponsorships. A little little technical, but i’m willing to go into it. What is jean a fiscal sponsorship? Well, i’m gonna try to get a dog in jail. Yeah. Good luck. Were already there. Fiscal sponsorship let’s define this before out and its most common form. It’s. Really a way to start a non-profit project without creating a whole new nonprofit organizations. So basically, what happens? You’ve got a charitable project or an idea that you want to implement. You bring it to a charity willing to serve as the fiscal sponsor on who’s willing to operate that program within the organization so it becomes a negro part of that organization. And you reserve the right by contact. Be able to move the project to another physical sponsor if things don’t work out or you could even move it into your own nonprofit organization that you form once you know that the project is viable. That’s great. Thank you. Okay, you cut out a little bit. There is great incubator, i believe, is what you said, right? That’s okay, so we have the sponsor. Is it the sponsor? And the sponsoring? Is that how we should be referring to these two? Mostly referred to them as a sponsor and the proud sponsor and project. Okay, all right. We’ll keep our terms straight. Okay? And could gene could the could the project be another charity or that that’s? Not that’s, not how it works. Well, the like a smaller charity could be a smaller another charity don’t have to apply for tax exemption. Just actually running a program that you’ve introduced to another charity. And so you’re kind of head of that program. But the program is owned by the other to charity with the caveat that you, khun, take that program and bring it to another charity if the relationship sours in some way. Okay, okay, now, emily, i’m going to guess we would we would only want as a sponsor of our project. Oh, and established charity. Yes, picking the right physical sponsor is a huge part of getting the advantages of a physical sponsorship relationship, as jeanne mentioned. You know, they have a lot of control over the project. They take on a lot of responsibility generally with, like the admin and all the back office things, and they’re also managing the funds that would help fund your project that you definitely want to pick someone or excuse me of charity that has a good reputation in the community has some experience, possibly with physical sponsorship already. So they have the process is in place and one that aligned well with the mission. Otherwise you’re going to run into a certain problems. Sure. Well, and i would imagine a charity wouldn’t wouldn’t take you as a project if there wasn’t mission alignment, hopefully not. And that is a big part for the physical sponsor to be sure that they understand why. They’re taking on certain projects. Sometimes, you know, you’re so eager to want to help a charitable project that you do start to go outside of your own mission without, you know, taking care of your organization. Emerge. That’s risky. Mission creep. Mission creep. Okay, now what? Um what should a charity be looking? Oh, no, wait. I want to want to ask you, emily, you mentioned that the sponsor manages the money, so the money doesn’t belong to the project. It belongs to the sponsor. That’s correct. So entertainment in the typically a project that doesn’t already have tax exempt status, would it really make sense in that situation? So essentially, the physical sponsor is taking in money for the charitable purposes of the project, but that sinful sponsor, in order to not essentially acted like a conduit or to collapse and basically give money teo, non exempt entity. They have to have discretion and control over the funds. So there’s a certain level of oversight that the physical sponsors should be exercising with the project to make sure that it’s no operating properly, that the money being used the right way and that at every juncture, essentially when it does. You use the money to fund a project that is making that decision as opposed to just letting it pass through. Okay. And when you refer to the non exempt entity that’s, the that’s, the project. Right. Okay. Okay, let’s, stay with you, emily. So what’s the advantage for an existing charity cause our clients. Sorry. Our listeners are our charities mostly. And when you guys were first on the very first show that you two were on, we talked about alternatives to creating a new five. Oh, one c three charity. And we just barely touched on this subject. S o we have we have talked about altum other alternatives to creating a charity, but what’s the advantage to an established charity. Emily tbe a fiscal sponsor of projects for the fiscal sponsor it’s really about furthering that sponsored mission. So again, we talked about mission alignment. If you find projects that further, you know, the charitable purpose of your organization, not a huge benefit for the physical sponsor. Additionally, they do take generally a cut of the funds to take care of that back office stuff. I mean, they’re taken care of let’s. Say, you know payroll, you know, their insurance, maybe covering the project. All of these things take some money as well. It’s not really a money maker again. It really should be about furthering the mission. The charitable mission of the existing sponsor. But they do take some money generally in order to cover their cost. Ok. So now, gene, i assume we can just look to the internal revenue code and that will lay out these fiscal sponsorship responsibilities and relationships. Actually, no tony physical sponsor ship is not defined in any laws. I don’t think any state laws and definitely not in the internal revenue code so it’s all about the contract. So we want to make sure that you’re working with an established sponsor who can establish the right contacts to comply under the regular five a onesie, three rules. Holy cow. All right. So eyes. So there must be things that are supposed to be in these contracts. And again, were you know, our listeners are are the charities. So if somebody’s going to take this on this fiscal sponsorship because they do see mission alignment and the things that emily described? What what’s your advice around creating this? Contract if there’s there’s no statutes governing this relationship well, this may sound a little funny, but you’ve got to talk to the lawyers think this arrangement for the does that lawyer have to be the outstanding young lawyer of twenty twelve from the american bar association? You can’t go wrong with that, right? That’s what you absolutely cannot just outstanding and it’s in the title, so we know, but in case you don’t happen to have access to emily, although through the internet there’s no reason anybody shouldn’t be hiring emily, but you’re right, so you definitely this is definitely a legal relationship, and you need a lawyer drafting this contract, right? And to understand your responsibilities as a sponsor, there’s a great book out there from a no attorney colleague of ours, greg colvin called physical sponsorship six ways to do it right. And there’s, a organization called the national network of fiscal sponsors that publishes guidelines for fiscal sponsors and their best practices, including what they put into a physical sponsorship, agreements and policies. Those are definitely things that wanted checked out. Okay, and how does your friend, your colleague, spell his last name? Greg coben, ceo b i n okay. The guru of fiscal okay. Six ways to do it right. But there’s probably dozens of scores of ways to do it wrong. I’m sure in fact we actually put out a block both staying six days to do it wrong. So they definitely are. Did you? Okay, let sze not a copyright infringement. Wait, you do intellectual property work over there in the non-profit exempt organizations law group, not it out you don’t that’s. Very convenient. Okay, so it could very well be a copyright infringement. No, i’m sure it’s not a lawyer now. It’s fair. You some sure or something? I don’t know who does. Okay, so, emily let’s go into a little detail about structures around this sponsor project relationship and just we have about two minutes before first break. So what? What does it look like? Yeah, the structures, there’s models? Yes, there are. There are a handful model that actually comes out of that book that great colden. I wrote that gene mentioned the most popular one is the one that we we’ve been discussing. Model a also called the comprehensive or excuse me. Comprehensive physicals, sponsorship or direct project and it’s, when the charity basically houses the project, okay, in terms of all the management and the insurance and all that, all those things that you laid out, right, so it would be just like any other program it’s operating. Except for that caveat that is a relationship to find my contract. And there is a contemplation that the project may leave at some point. Ok, i don’t model a not a very clever name. I mean, i thought great could come up with something better than model a, but we’ll work with it. He’s the he’s, the guru. So we’ll work within his his, uh, sort of lacklustre. Um, his his, uh what i want to call this this is the, uh uh, i can’t think of the word i’ll think of it later. Okay, um and so all these things that you talked about before these all have to be in the contract, right? In terms of management responsibilities and insurance and oversight and all this it should be. And again, it just helps to lay out exactly what this relationship is going to look like because of the fact that it’s defined by the contract, i mean any pickles sponsorship could look a little different from another one. That is important to contemplate as much as possible at the outset as opposed to finding those problems. When you start trying to do this, ok. And the one that interested me, that gene mentioned a couple times is the right to leave the, uh, leave the, uh the the sponsor. Yeah. So that’s, very important for both the project on the sponsor to understand what terms and conditions might apply for that. So in some cases, maybe this sponsor is going to require that the project finds another five oh, one c three entity to house it. Maybe they’re willing, teo, do some other kind of due diligence to grant those funds that they held for those charitable purposes to the project. These are all things that you really want to think about beforehand. Ok, ok. Rubric. That was the word i was looking for. Model a is a rubric. This all falls under the rubric of model a i do. It was the board would come to me rubric. Of course, we’re going to take a break. And when we return, gene and emily stay with me. And we continue talking about fiscal sponsorships. That’s, another rubric. Com. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. We’re talking. Toa jean takagi and emily chan are regular legal contributors about fiscal sponsorship. I want to send live listener love out to little wet british columbia, canada, and i apologize if from mispronouncing it, if it’s in the way or something different than i just said it, i apologize. We got last week, we had ontario in ottawa, where’s, where’s, saskatchewan. Why is saskatchewan in manitoba? Never checked in alberta? Never checked in. We need to get these provinces listening live gene let’s, turn to you and see what else we might flush out about other models around fiscal sponsorship. So since we have the very rich model, eh, there must be a model b. There are the model ate a model at the rubric. Okay, rubrics, the lackluster rubrics. I’m sorry. I’m sorry for your colleague. I’ll stop calling them lackluster. So okay, what does model be matter or or his model? See better than be? Or how does this work? Well, model is by far the most common form. Okay? I was believed to be that in, like, eighty to ninety percent of the cases. The next biggest is model b, which is called a preapproved brandt relationship models this is you cut out a little bit there. This is model season charlie model using bravo baizman bravo is not as popular as sees charlie that’s. Right? So shouldn’t see bebe. It kind of flows from the structure of the i don’t know if we can recommend this book anymore. No obstacle. Ok, tell us about model charlie model charlie is the way that an existing non-profit that still doesn’t have tax exempt status, perhaps it’s a fight to the irs but hasn’t received determination yet. Khun starts to get fun now. The sponsor can act as an intermediary if you will receiving grants intended for the project, but foundations aren’t willing to. That project until it has its own five. Oh, one team status. So it gives it to the fiscal sponsor. The fiscal sponsor re granted to the project. But it has to use its own expression and control in order to make that re grant. The foundation’s put the onus on the fiscal sponsor to do all the due diligence. Okay, emily, how does this differ from model a alfa? I’m in a lot of ways, actually. So going back to model a it’s, the project is not its own entity. It’s really? Just a program, essentially that’s being operated by the fiscal sponsors. So all the employees, all the volunteers, all the liability, it’ll sit with the physical sponsor model. See, you have more separation. So he mentioned that its own entity now the project. Maybe. You know, it’s, just the taxable corporation. It might be in its period right now. Where? It’s, waiting for its five twenty three determination. So a lot of more of the liability from that program that it’s running a charitable project with the entity. The other entity, not the physical sponsor. Okay, so this is it. Shifting the responsibility is different. That’s how? It’s different than a okay, emily, what are some examples of fiscal sponsors like could could’ve come? It is a community foundation of fiscal sponsor or could it be? It could be they’re really as there is no riel limitation on who could be or what type of entity could be a physical sponsor. Generally speaking, you see it more calmly and just five a onesie three entities, because they’re able to get those contributions that can offer a tax deduction to individuals as well as bring in some private foundation grant. So you see it a lot with five eleven three entities, but as far as the mission of those entities or what it is that they’re doing this there’s no limitation on that, okay? And just we have just a minute left. Emily, where do we usually see this conversation begin? Does it does it start with the ceo of the of the sponsor thinking about bringing in projects or just started the board level where i think it actually starts with the project approaching on today’s out there that either have already decided to do it? But i think most commonly, it might start with the project. That is looking for a physical sponsor. Gene could shed somewhere like him and he actually sits on the board of community initiative, which is a physical. Okay, jean, we have just thirty seconds. Do you want to shed some light as emily cast it upon you? Sure, there’s a website called fiscal sponsored directory dot org’s, which is a good place to find a physical sponsor in your area or in your eyes. Area service. So that’s a good face to go to community foundations often engage in sponsorships and sometimes there sponsoring a project that our collaboration amongst many existing non-profit organization okay, we have to leave. I’m sorry, we have to leave it there. But that website again was fiscal sponsored directory dot org’s jean takagi. Principle of neo non-profit exempt organizations law group emily chan and attorney at neo-sage even emily, thank you very much. It’s. Always a pleasure will talk to you next month. And also, of course, want to thank rich fast for being on the show next week. We’re pre recorded because i’ll be on vacation in beautiful block island, rhode island next week. We’ll have. I had a great interview, but i didn’t get the job suzanne felder was with me at fund-raising day this past june. She’s, a consultant in outplacement for lee hecht harrison and she has advice around job search. Then, as i mentioned earlier storytelling with rochelle shoretz, founder and executive director of shark charette, they have built a culture of compassionate storytelling to help their members through their cancer diagnoses and treatments. Rochelle will have really valuable ideas on helping your charity create stories and who’s best to tell them, and she has her own touching story as a two time breast cancer survivor. Come, i want to shut out one more live listener love right here in the studio, indianapolis, indiana in the studio actually, carmel, indiana, to be exact live listener love in the studio, you know that i host a podcast for the chronicle of philanthropy? Did you know that? Did you know i do it’s fund-raising fundamentals? That one is a ten minute monthly podcast and it’s on ly devoted to fund-raising topics i have a summer siri’s going on on grantspace eking the latest is building relationship with foundation program officers, and the first two were researching foundations and writing winning proposals. It’s called fund-raising fundamentals you’ll find on the chronicle of philanthropy website. You’ll also find it on itunes, continuing to wish you good luck. The way performers do around the world last week was chalk us, which means chicken in australia, in slang australian do you remember why they say chicken? You’re gonna have to go back and listen, i don’t have time to tell you today from spain monisha merida, a lot of ship, it comes from the success of a play. People would arrive at shows by carriage and what pulls a carriage, horses and what their horses leave behind shit. So the more of that you have, the better your show is. So i wish you much mierda for the week. Our creative producers claire meyerhoff, with this kind of content it’s hard to believe we have a creative producer, actually. But there is actually is one but she’s not responsible for these language lessons and this performing that comes from janice taylor. So i want to thank janice taylor. Sam liebowitz is today’s 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. Oh, how i hope you will be with me next week. One, two, two p, m eastern on talking alternative broadcasting at talking alternative dot com. Durney dahna. I think a good ending. You’re listening to the talking, alternate network, waiting to get anything. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks. Been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s two one two seven to one eight one eight three the conscious consultant helping conscious people be better business people. Buy-in 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 athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio 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. Dahna

105: Grow Grassroots & Devine Devices – Tony Martgnetti Nonprofit Radio

Tony’s guests this week:

Michael O’Brien, founder and principal of Mob Advocacy

Scott Koegler, editor of Nonprofit Technology News

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

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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s august seventeenth. Oh, how i wish and i hope that you were with me last week i couldn’t stand knowing that you had missed last week’s show working with your small organization board what’s special about working with small shop boards, we talked about setting expectations, recruiting, training fund-raising and assessing your boards capabilities. My guests from fund-raising day twenty twelve were terry billy from the hudson river museum, wendy no adele from yonkers partners and education, and lisa rob, executive director of the new york state council on the arts. Also see the smart cr m system, constituent relationship management. You’ve got constituents, employees, donors, volunteers, clients and vendors. How do you manage your relationships with them? What’s the impact on your prospect management maria simple, the prospect finder and our regular prospect research contributor, had lots of ideas last week, as she always does this week grow grassroots. Michael o’brien, founder and principal of mob advocacy, knows how to bring people to your cause with grassroots advocacy. How do you activate people who are the grass tops and how do? You engage them, and where do you go to meet potential coalition partners, what’s, the value added for your work. All of that, with michael o’brien. Also divine devices, desktops, laptops, tablets, handhelds. Scott koegler has tips for picking the right device to fit your budget, work, style and personality. He’s, the editor of non-profit technology news in our regular monthly tech contributor. Between the guests on tony’s take to help me out and get a free book. My book. I’d appreciate your help with a three minute survey, and i’ll say more about that on tony’s, take two. Use the hashtag non-profit radio on twitter to join the conversation with us there. As always, we take a break, and then when we return, it’s grow grass roots with michael o’brien, stay with me. You didn’t think that shooting getting dink, dink, dink, dink, you’re listening to the talking alternative network waiting to get in. Dahna good joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller emotional freedom, and greg brayden will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order, or h a n j dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream 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. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio where else you’re going to hear those kinds of ideas? Nowhere. Michael o’brien is my guest. He is the founder and principal of mob advocacy, a multi state government relations firm that focuses on helping small businesses and non-profits manage legislative and regulatory processes, he has over ten years of experience managing state and local government relations and political programmes. Michael has launched many national grassroots advocacy campaigns that have impacted legislation and policy at both the state and federal levels. Michael brian, welcome to the show. Thank you. Good afternoon, it’s. A good afternoon to you. I’m glad you’re with us. Well, let’s, let’s define grassroots advocacy. So we know everybody’s starting in the same place. Sure. I define grassroots advocacy as engaging regular people that the typical constituent in order to impact public policy or public opinion. Okay, go ahead. Is there more, uh, just to say that it varies from what’s considered direct lobbying, which is ah lot more heavily regulated and requires, uh, registration process with either the state federal or local government. Right. Okay. But it goes it. Could be that, but we’re going. We’re going to talk about the doing it. The grassroots with the with the average joe, the average right and the average jane. Also, jane is welcome to participate as well. Um all right. How does this, uh, grassroots advocacy? How can it help? Small charities? I think there’s three ways that, uh, grassroot dad? Because he helped out small charities. One, uh, i think grassroots advocacy is often essential to organizational missions. Uh, it’s. Hard to think of. Ah, oven issue out there. That’s not impacted by local, state or federal legislation or regulatory process. Uh, so it’s important for your organization to be involved. Second, it’s. A great way to engage volunteers and donors. Small amount profits are asking people to give money. Um, you know, off all the time, you know, four, five times a year in order to be successful. That has to be part of the process. But it is important to provide some different different ways for volunteers to get involved in different ways for them to have an impact other than giving money. And this is a great way to be okay. And this actually i know. You have another way, but this actually could lead to someone becoming a donor so they might come to your cause and sign a petition or do things that we’re going to talk about and then become a donor down the road absolutely small, small, just like small donors become big donors, small advocates become big donors and, you know, those top advocate said that organization’s looking for ok and even you know, that could become small donors because then small donors have become big donors, has become big donor it’s all part of a spectrum? Absolutely. Then big donors could continue to become grassroots advocates, but they wouldn’t go back to being small donors way. Hope not. No, no, that wouldn’t happen. Okay, and then what’s the other. What else is this important? The third way. It’s. A great way to find new supporters. Er, you know, for for volunteers, donors even those on the on the, uh whose responsibilities include fund-raising it’s sometimes hard to ask somebody who’s brand new to an organization to get money but it’s easy to say. Hey, can you spare five minutes in and send an email to your to your legislator? Can you spare five minutes and signed this petition it’s an easy ask. And once you get those people involved in your organization, you know, they have some kind of interest because they they took that step and got involved. And so it’s a good way to increase your your your database and gives opportunities to call the-whiny-donor further, i love that easy, easy entry point and then also can help new entrance introduce your cause to their friends as well, who who may very well be sympathetic. Absolutely cool. Okay, um, and so you’ve seen this make make a real change. I mean, this really can impact policy and funding in things. I mean, absolutely, i don’t i can’t think of a of a major advocacy campaign that that i’ve been involved with that didn’t have grassroots as as a key part of that, uh, lawmakers, they listened the lobbyists all day long, and they know there’s a bent out there, but when it when it hits home, when their constituents are calling in or sending emails saying, hey, you know, take a look at this that’s that’s when it really hits home, when when it’s people voting for them. Back home have an interest in it. Lawmakers take, uh, take a much closer look at the issue. They do ok, i’ve always you know, i’ve always wondered because i fill out petitions sometimes or send emails and make phone calls, and i just wondered if it really is making a difference. Sometimes you don’t get the feedback from the organization, which i maybe we’ll talk about, but that’s a downside, but but i just always wonder, you know, but you’re saying, yes, people good. What makers do? Listen, yeah, okay, okay, we have just a little less than a minute before before first break. So why don’t we just, um but you just introduce us to the idea of the way social media has helped create these grassroots campaigns to make sure that could be a whole show it and i know what you’re going, you’re going to squeeze it into thirty seconds, and then we’re gonna come back and talk about it more after a break. Ok, the internet. It has completely changed grassroot dad, because just by making making it easier one for organizations to reach their advocates and spread their message, but, uh, you know, making it far easier and cheaper for those advocates to reach out to there to there legislature, especially those in washington. I mean, if you’re in california, used to be a long distance call, uh, you have to go through the switchboard, you know, with the internet, it it’s an email on your getting directly, oftentimes, to stafford, take, who takes care of that issue. Okay, that was well said on, we have live listener love going out to california, a one e looks like a wani california live listener love going out there. Right now, we take a break, and when we return, michael brian stays 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 liebowitz, the conscious consultant. 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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 we are back, and we’re talking about growing your grassroots with michael o’brien. I got some more live listener love. We got a couple of news out their new bern, north carolina knew palestine, indiana welcome and michael o’brien, i’m going to challenge you. If you’re going to use an example, you have to use one from a state where we have a live listener. So, so far, we’ve identified california, north carolina and indiana, and there are others, of course. So please confine your examples to those states. No problem. All right, that was one more time. California, indiana, north carolina. Alright, let’s, continue online. I’m sure there are sites that can help charities create a grassroots campaign. Yeah. There’s. A number of different sites. Uh, both free and, uh, pay sites that okay. That help you grow and manage your grassroots campaign. Uh, let’s. Let’s. Name sametz. Talk about some free ones. Sure. Justin. Detail some great, some good free ones. Uh, there’s a a new company. Fairly new company called pot woobox, which is a a great job with federal legislator. Popped like alternative father. Right? Pio pio. Gop video right now, if you go to pot. Woobox p ot vox there’ll be marijuana legalization advocacy pot box you can you can actually find information about marijuana legalization on pop fox is well, you can. All right. Also smoke a bone box. I’m sure okay, uh, pop fox. Yes, but it is a kind of a new grassroots tool. It measures public opinion. But how many letters going in for and against an issue it free for organizations and individuals, too, to sign up and to help kind of broadcast their message to other potential supporters. Uh, and just recently, the democratic caucus in the house and the senate announced that they’re giving the sentiment feet from pop box tto help, uh, help keep there, uh, caucus informed on public opinion on different issues. Okay. So just as an example of how, how much of an impact this makes you know when when lawmakers air using that direct public opinion data, you know, you know, every letter count, just like every vote counts in elections. Every letter counts in a grassroots campaign. What else you got? That’s free. Uh, bill track fifty and some light foundation and thomas help look at legislation that organizations might be interested. In okay. Agreement that was built. Track foundation and its satellite bill. Track fifty. Bill, check fifty. Pardon me, bill. Track fifty. Fifty dot com. Yes, the sunlight foundation. Some light foundation. Okay, again. And congress dot org’s, congress dot org’s. Oh, interesting. Are they affiliated with with our united states congress it’s affiliated with cq roll call? Actually, what is that? Congressional quarterly. Real congressional quarterly. What? You’re watching? We have jargon jail in tony martignetti non-profit radio, and i will throw you in there. Especially is somebody who’s. Ah, troublemaker. Sorry about that. That that’s, uh, that’s just the name that’s. How i’ve known that this is cq on then thomas dot lock, dot gov and those air great tools to research federal and state legislation. So you can have an idea of what issues you want to take? Uh, take action on. And then, um, i don’t know what of a good free state local advocacy piece, but i know there that there are some in development, so hopefully and they in the coming months, we might have a good one coming. Okay, i’ll tell you why our audience is small and midsize charity. So we’re going to stick with the free sites. And if people want to find the pay sites, i’m sure they can do that. We’re going to stick with talking about the free ones. So let’s, stay online for a little while. What? I mean, you could you could build your own cause site, right? I mean, it’s it’s virtually cost less to put up a website. Correct? Uh, okay. And what should you be doing on that website when you put up your yurt grassroots cause site of the top things you know, make sure your issue is defined in ways that the everyday voter or everyday legislature legislator can understand. Uh, people want to think that our elected officials know a lot about every issue. Uh, that’s just simply not true. They don’t have the time, uh, or the capacity to know everything about your issue. So keep the language simple. Umm, you know, make sure it’s in terms that that an everyday person can understand. Ok, i try to use my grandmother tests. You know, my grandmother can understand it that i’m doing the right thing. Okay? I’m going to stay away from that. I like grandmothers. I don’t have mine with me, but i’m just going to let that go. Listeners may be disappointed, but you can come up with your own retort to michael’s. Grandfather, grandmother, test on why it’s a grandmother test? Not a grandfather test. Okay, what else? What? We should be capturing emails. I’m sure. Right. What else should be doing on this site? Yes, a way for people to sign up for your information. Uh, and, you know, a simple email collection or ah, form where they can add in additional information so you can match them, uh, with their legislator, uh, is important depending on the size of your advocacy campaign. Uh, e mails could be fine. You know, you might want that additional form information. It doesn’t take that much longer for somebody that fill it out. I don’t think it’s a huge deterrent out there, okay. And, you know, third, uh, you know, provide opportunities for your supporters to spread the word. You know what? Twitter with linked in with facebook, you know, just having the send this to three of your friends, you know, using using social media and and that, uh, you know, social media to help grow your your grassroots campaign, those are the three essential pieces, okay? And i see i see that often when i’m asked to sign something on dh then i do it, then i get something back it’s usually from move on dot or ge i get something back saying thank you. Now, please share this and they have buttons to share it on twitter, sharing on facebook, et cetera. Right then, then, validation process and, uh, you know, i know a lot of fund-raising cos there now, you know, kind of using that validation process as well, you know? But, you know, the validation process really helps grow your grassroots process, the validation process being what? Thank you that i’m referring to the they having tony send is sending no doubt, teo friends saying, hey, you know, i support this i believe in this, you know, take a look at it. You know that validation is is key to growing your your your grassroot that base. Okay, okay. Now, if you so if you fertilize your grassroots on dh use lots of, i guess use lots of weed, b gon and adequate fertiliser. Then the grass is going to grow. And you can have these things called grass tops, what are grass tops, grass tops or the kind of the super advocates? So there there’s two categories that i put people in the people who are who are the most passionate, most vocal on your on your issue? Uh, they’re the people who answer every email respond are contacting their legislature legislator hyre uh, they’re important because they’re out there, they’re promoting and and you want to keep an eye on them because you don’t want them to over promoting, go overboard. You want him to stay on message. But, you know, the passion is there. They’re easy to motivate. Yes. The second is the grassroot supporter who’s who’s connected, who lives down the street from their state legislator. Uh, who’s. You know, brother, in law’s, the mayor, you know, those people who have who have personal connections to legislators and the’s air the grass tops the’s the grass tops these these are the grass tops. So you have your passionate, passionate, always their advocates. Then you have the people, uh, who have some real access that your general, uh, general constituents don’t have. Okay, when you marry those two and put them out there, you have a very powerful combination hyre that can hit people in ways that your traditional grassroots doesn’t always said you might not hit the right legislator every time with your grassroots database, but with your grass tops, you might be ableto sneak peek in somewhere where you didn’t necessarily have access reached before. All right? Michael o’brien is the founder and principal of mob advocacy, and we’re talking about growing your grassroots and you’ll find his block at mob hyphen advocacy dot black spot dot com were a little more live listener love going out foreign now tokyo, japan welcome pens burghdoff, germany welcome. You’re going to want to hang out because i’m gonna be speaking german later on. I promise you. I’m speaking german later on. Hang on their pens. Berg, seoul, korea, vienna, austria. Welcome, welcome. Welcome, michael. How do we engage these grass tops differently than we do the grassroots? Uh, well, first of all, they just like, just like your major donors, they do take a little extra cultivation. Um, you have to do that. Prospect research on your grassroots database? Yeah. People don’t always think about it. You know the process. To cultivate a grassroots said forget is exactly the same as the process to cultivate a funder and a major donor. You got to do the prospect research. You gotta do your homework. It’s you know, it’s it’s not always easy, you know, sometimes it starts by you catch an address or you’ll catch a name. And, you know, i wonder if this person knows and, you know, you connect some of the dots, uh, and it takes, you know, the government relations person of the grassroots person or even the executive director reaching out. Say, hey, you know, i saw that you have an interest on this issue. Can i talk to you about it? And, you know, you you start that discussion process and find out, you know, how interested are they? How connected are they? Um and then, you know, just like with the major donor, you know, you make that ask, hey, can you help us? You know, beyond just that five minute weather and oftentimes, if if, if they’re connected and already have an interest in your organization, you know that it’s still an easier asked that then asking for money? Oftentimes i’m going anyway. How about getting other groups involved with you to help you? Other charities? Perhaps? Sure. Coalition work, i think is is important. Individual charity’s only have so many, so many people on the database lists, they only have so many reach, whether you know, whether that numbers, whether geographic area, you know, whether that’s, you know, pinned down by the the, uh, the scope of the mission reaching out to other organizations who do similar work or, you know, maybe completely different work, uh, but still having an interest in the end outcome of of your issue, and i want to make the point that those coalition partners could even be corporate, right? Absolutely. I just think that something really interesting at a local station here where banks had allied with charities because they both had an interesting in preventing hydraulic fracturing that process of releasing gas from the from the crust in shale of the earth because the banks lose mortgage revenue when property values decline, and that happens around hydraulic fracking sites. So so companies had allied with charities. It certainly does. And, you know, even even when they when corporations don’t have a a personal stake, there’s a lot of a lot of corporate responsibility out there. Ah, latto corporations are getting involved in their communities and, you know, when you get those corporations involved, they can help fund from of that grassroots advocacy work and help you no help with the promotion. And, you know, grassroots advocacy is is a generally a low cost, um, product, but, you know, every every little bit is a resource drain on a small non-profit so corporate partners out there can can help with that funding on help, you know, help raise resource is help, you know, provide validation. You do all of those things? Yeah, all right, so just the fact that it doesn’t have to be another non-profit could be corporate, i imagine now, a little quickly because we only have a few minutes left their sights that could help you find coalition partners. Um, you know yes, yes, you know, pop box will will list organizations that are supporting, supporting or opposing, uh, legislation and certainly that’s. A key indicator. You find legislation that you’re interested in, you can look at supporters and the opposition. Okay, pick your side and you pick your team, so to speak. Uh, are there other sites? Uh, you know, not that i know. Okay, i think congress dot orden might, but i’m not. I’m not okay, but and then you could also use too traditional social media, right? Linked in facebook searches? Absolutely. The traditional social media. Uh, find out who is talking about your issue. Um, you know, it’s it’s much easier to research issue advocacy. Now that never given, given the amount people are talking about and the interest in it. Michael, what is it about this work that really moves you? And why do you why do you love this? You know, it, uh, i had always wanted to work, uh, with the non profit in the nonprofit sector. Uh, you know, i think part of it was growing up in a strong catholic family coming back. I always wanted to give back, um, but i also had a passion for advocacy and and politics and government and, you know, helping non-profits to make the impact is is really what drives me. You know, i’ve worked worked for and with several non-profit organizations, you know, doing health care, social justice, education on dh loved it every day. You know i often i feel you know, it’s been a long time since since i’ve actually worked. Uh, you know, i just love my work so much, you know, it’s like i don’t even have a real job. Alright, dahna co-branding grassroots can change the world. Grassroots can change the world. You know, it’s uh, you know, one person at a time. All right, michael brian, founder and principal of mob advocacy. You’ll find his blah but his blogged as you’ll find his, you’ll find him blah, bing at no that’s. Not true. Blogging at mob hyphen advocacy dot black spot dot com. Michael, thank you very much for being on. Thank you for having me. It was great great talking to you. I’m glad you got jordan. Thank you has been my pleasure. Now we take a break, and when we return, we got a little more live listener love going out and then tony’s take two and then scott koegler with divine devices. Stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Snusz you’re listening to the talking alternative network. Duitz durney lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. We’ve got more live listener love going out. Lutherville, timonium, maryland that’s a heck of a town you got there. Lutherville, timonium in maryland, rest in virginia and quebec city in the province of quebec, canada. Welcome, welcome, everyone. Time for tony’s take to my block this week. I’m asking for your help and to show my gratitude, i will give you a free copy of my book. I have a three minute survey on charity registration, which is the requirements in every state and district of columbia that charities register with the authorities in every state where they are soliciting donations. And i wrote a book on this. Oh, and i happen to have the title of the book right here. What is it? What a coincidence. My book is called charity registration state by state guidelines for compliance, and it sells for as much as two hundred ninety nine dollars, depending on the size of your charity. But if you take this short survey, you can claim a free download of the book. You’re your input. Is is that important to me and there’s? A link to the survey on my blogged the post is called helped me out and get my book for free. My blog’s is that tony martignetti dot com? Well, treyz is expected to be, and so if you take the survey, you’ll get get a free book that is tony’s take two for friday, august seventeenth, the thirty fifth show of two thousand twelve. We had a listener joined since the last live listener love, and so before i bring scott in, i want to say hello to serbia. Hello, serbia. Scott koegler how are you? I’m good tony, how you doing? Great, you’re not survey. Are you serbia? No, no, i don’t think so. No, we have taken a wrong turn. We travelling to south carolina today, so but i think when you’re in the carolina, you’re in south carolina. Scott koegler of course, our regular tech contributor and the editor of non-profit technology news, which you will find that end p tech news dot com and this month we’re talking about devices, scott there’s, tablets, there’s, laptops, desktops, handhelds how do we figure out what the heck is good for us? Yeah, kind of never ending, isn’t it? They used to be a pretty straight decision between desktops and laptops and that for real work. Those air still kind of the main options. But today, you know, you get, uh, tablets and bones everywhere from three and a half inches, ten point one inches on size, and pretty much they’ll do all the same thing. But also pretty much all that same thing is is usually less then, you know, real work. Another one generally don’t have keyboards and those kind of things so let’s kind of segment into those two categories. First foryou, portable before you, scott. Before you do that, i want to point out we know that you are the tech contributor because you don’t just say screen size up to ten inches. You say up to ten point one that extra tenth of an inch makes a difference. We gotta be precise. This is technology was the record demands precision. And scott is the man who delivers it. Okay, i’m sorry. That’s. Any inane interruption? Go ahead. That’s. Right. Um, so again, in the form of unity passes on the kind of work i need to do obviously gonna be sitting in the office. You can use either. And that that decision based you haven’t called back. Scott scott scott, stop for a minute. I’ll tell you what, you’re cutting out kind of badly. Give us a call back on the same number, but eight. One, eight, three, right. You know the number, but use eighty one, eighty three. Okay. And while scott is calling back, i’ve got some more live listener love. Hopefully he, uh he taps quickly on those on the phone. Who else you got? Pittsburgh. Oh, i mentioned pittsburgh, germany. Okay. Um, new york city, new york, new york. Excellent. Finally, somebody from new york. How come nobody from new jersey? Where is my mother? My mother and father are not listening to this show right now. Unless they’re in lutherville. Timonium, maryland. But i don’t think that’s them. I believe my mother and father are not listening. And ah, this week, is there my mom’s birthday and their anniversary? And i’m going out there, and they’re not listening to the show. You believe that? I mean, i may not go. I mean, go, go. We got scott back. Excellent. Scott, i don’t hear him. We have scott in the system. Scott oh, dial. Tone that never sounds good. Do i have to start and punishing my mother again? There he is. There he is. Okay, yeah, i’d rather talk to scott than admonish my mother. I’ll do that over the weekend. Okay, you’re going to break down our devices for us into two categories? I believe right. Let’s start with just desktop laptop as one category. And having said that, both of those generally well, i think, almost always have keyboards and keyboard is really key to the kind of things that people generally call work in an office or latto build it, you know, involves writing text using the keyboard for american trees and things like that and those air really much more suited to that kind of work than our tablets and cell phones and those kind of things. So the soft virtual keyboards that appear on tablets and phones were pretty well, but if you really need to get a lot done, you’re better off just having a keyboard on your hands. Uh, just, you know, more accurate. Better sure, sure. So it really depends on what you’re what you’re you’re functions are what you were like. What your goals. Are for the hardware, right? Exactly. Exactly. So let’s, just talk about the difference in key in, uh, laptops and desktops. One of the key difference of differences. There is the price. So the best tops are generally less expensive than laptops for a similar amount of power. Just because all the miniaturization that is required to make a laptop cost extra money. Okay, i was wondered why the bigger one is less generally. Yeah. Okay. Yeah, yeah, because, you know, they don’t care about the size. They’re just, you know, stuff all this stuff and then stick it on the floor. So, uh, so that’s kind of one way to do that. So if you got b b funds and you don’t need the larger screen that’s also available generally with a desktop, then you might want to opt for laptop because obviously it’s it’s portable, and you can take it with you. If you’re not always working at your desk, you can move it. Otherwise other places taken home, take it on a on an event or something like that. So there’s a difference there, of course. Sure. Um what what else? Well, what about software availability? Well, software is always a key and a lot of software, especially non-profit kind of things are going to run on generally windows windows operating systems, so that may even exclude using a mad uh, you need to really check your your software course. If you’re using a cloud based application, then you, khun pretty much use any kind of operating system doesn’t matter whether it’s windows or or mac or even it’s kind of lennox operating system very well. You make a very good point about what what platforms are supported by funk by applications that are important to you, there’s one that i using planned giving that does not support the apple os. So i have to have a programme called parallels on my apple computer to run windows just for that one program, but it is essential, right? Right, see that sometimes will dictate what you’ve done, and of course, once you’ve done that, not only have you spent more of your apple computer, but you spent more for the parallels, right? Exactly. So now you you know you really enough there, so you really need to decide what’s most important to you, and i kind of touched. On one of the reasons for getting a laptop and that is the portability, and so now we start to talk about, okay, what kind of jobs are you going to use that require portability? Uh, one that i think i said was that he’s going to an event on a laptop is good if you’re going to have a table inside you, but if you’re going to be wandering around the event and you want to interact with people, take pictures, maybe dio email sign ups for your newsletters, those kind of things, uh, a tablet is probably the perfect device for that kind of thing, a smartphone, probably a little bit less than perfect, although you can certainly do those things, but again, you get smaller keyboard, you know much a little bit more difficult to use quickly, okay? And there’s so many tablets out there. Besides, the ipad is the google nexus and the microsoft surface. Samsung has one, i think the galaxy i mean there’s so many tablets, yeah, there’s a huge variety, in fact, buy-in while apples still dominates with the ipad, i just survey that the android operating system, which is what’s used in pretty much every town would accept apple and been in windows tablet, so andrew, it is outselling apple on a poor unit basis, so it just kind of interesting. Yeah, yeah. So i know it doesn’t say if any better or worse generally means it’s less expensive devices, they’re less expensive. Okay, um, but at the same time, i’ve heard from a lot of people that it’s the application that counts, you know, if you can get to the internet and you can access the functions that you need, it really doesn’t matter so dahna look at your budget, see what it is that you need those the system that you’re looking at, support the function you need and within your budget, and then go ahead and buy it, you know, they pretty much all work okay and the features on not necessarily just sticking with tablets, but just across all of them. I was looking i was when i was researching our segment on dh i actually do research, i know it doesn’t sound like it, but actually do research for the show and prepare the show. I found something the iphone headphones, you know, the white headphones that you get, and they have a little tiny panel on them built into the built into the wire and there’s ten i found a site that there are an article had ten different things that you could do with that little with that little panel like you could if you tap the middle of it two times that’s to pick up a phone call, for instance, or, like, tap it once and that’ll put a put a phone call through tio to voicemail. When you’re getting if you’re getting a call while you’re listening in to skip a song, you do a triple tap or what? It’s incredible just on this tiny little skinny panel the features on that are available, right there’s? One more hidden one if you stand on your head and you stick it dunaj it’ll actually call your mother, okay? I don’t really appreciate sarcasm on this show. I play things pretty straight pretty close to the vest. Now. Watch, watch. You know, sarcasm is a very dangerous thing. Uh, but you know that point there’s there are many features on many systems, computers and even software, and the rule of thumb is eighty twenty just like, you know, all the eighty twenty rules where eighty percent of the people used twenty percent of the function, yeah, just like you have an iphone, right? I do have that i do, and you’d never do those things. No, i didn’t know that i could ignore it incoming call, buy long pressing the center button twice or so you know, i just i just usually hang up on it, but, you know, you could do that. Yes, i’ve noticed, okay, so what? We’re going to take a break. So when you were little chuckle mode here we’ll take a break, but i want to send more live listener love it’s, it’s pouring in san angelo, texas, san diego, california, rockville center, new york. Welcome, welcome, welcome. We’re talking to scott koegler, the regular regular tech contributor about divine devices were going to keep talking about that subject. Maybe not with scott koegler might hang up on him after this break. Talking dot com. Hi, this is nancy taito from speaks band radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y monty taylor dot com how’s your game want to improve your performance, focus and motivation than you need aspire athletic consulting, stop second guessing yourself, move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back, scott kapin did you hang up on us? I am still here. Okay, dear chagrin. Damn. Not yet. All right, now, all these features and all there’s a pact with the stuff that most people don’t use, you have to you have to wonder about what your employees are capable of learning. Well, exactly. And and how much do you want them to learn? How much extra time do you want to put in on finding out things that they may never use? Uh, there’s a big difference between buying a computer to operate your business and one for your personal life. I generally try to minimize the expense and the feature set of business computers because typically, you know, i’ve been unemployed. I need them to do three things. Four, maybe five, generally, not twenty. And if i say i’m buying something for myself on much more liberal in terms of the kinds of features and even the amount of money that i’m gonna want to spend interesting that’s an important distinction. Yeah, you don’t want to be thinking about you don’t want to be making that crossover. Yeah, this is this is for other people to be using to be efficient in your business exactly, and also in terms of employees abilities there, maybe training costs, but actually be hard costs not only in time, but but if, if the saw if the hardware is very different, i mean, you could end up having to pay somebody like the network it altogether, and then to train employees to operate the network and then as well as operate the devices exactly you want to make. It is standardized, as you can within the organization, so that one person could get up and walk in, walk to another computer and do the same job and not have to relearn. You know where the tabs on where the keyboard durney that’s one of the things that happens between pieces and max, although it’s it’s less it’s less of an issue anymore. But, you know, the key and the maki kind of get confusing sometimes for people that try to make that transition, even though the actual applications may run exactly the thing. Yeah, yeah, i see that because my my office computing, his apple and all my clients use windows and i do a lot of work in my client’s offices, right. So i have special challenges anyway. But talk about that’s different show. Okay, there are you have some ideas for sites where we can find reviews. I love reading user reviews. I love that that the web enables that. Well, there’s two things that i would recommend one is just a scene at dot com, which is not really user reviews, but they are there. I’m not going to say that professionally generated reviews, they’re actually automatically generated reviews, so they’re standardized. How they do that automatically is a whole other topic. Fascinating. I used i used that scene. That site, those air not well, there you are, right. I knew they weren’t user reviews, but there isn’t a live person writing these things. Generally, not somebody looks at, um uh, really? Uh, yeah, they are actually generated by automated system. Okay, they pull your pretty well, um, i’m not sure right now they do a good job, but the other is just, uh, just do a search online for a review of this type in review. And then in the name of the product that you’re looking for. And course, the good part about that is that you will get a just a huge list of possible reviews. The bad part is that, uh, most of them will be completely bogus and badly written. You never really know. Yeah, right now does, like amazon dot com. And you could you could go to amazon and read reviews, but not necessarily buy the product from amazon. Do that. Do you know if they do, you have to be legitimate user to review a product on amazon. Do you know you have to? You have to register on amazon, but you don’t actually have to have purchased the product. Okay, so that kind of, you know, in-kind negates some of the reliability hoexter tenses suggest that the credibility is not as high as it ought to be. Okay, right. Okay. But there are lots of consider. Well, there’s consumer reports. Yes. Yes. There are some, uh, some reliable reporting, you know, agencies, they used to be quite a quite a few more. In fact, i used to do computer and software reviews. Yeah, when i was doing, you know, muchmore freelance writing. Um, but, uh, those reviews have have gone away in favor of user reviews, you know? Personally, i don’t think they’re quite reliable is my own my own wonderful ladies? Yeah, well, i can tell you and there’s probably a reason you’re not in that business any longer. Exactly. Yeah. All right. But now, you know, consumer reports, i subscribe to them for a year. I think i think it’s thirty dollars for a year and you can access all their online. Not not to the written subscription, but for the online. I mean, i go to them when i’m going to spend, i don’t know, like more than a couple hundred dollars on something i go to consumer reports their objective. They don’t have advertising. They don’t take advertising dollars. Yeah, so all right. We have just another minute. A half or so before break before we wrap up. Scott, what else do you want? What else did i keep you from saying? I think really the most important issue is, you know, people always asked, you know, help me buy a computer and i pretty much always start out with what’s your budget. Because it’s pretty easy to start looking. And then, you know, feature creep sets in and know what’s another fifty dollars. Here, what’s another hundred years there, and all of a sudden, you know that six hundred dollars desktop computer that would actually do a wonderful job for you terms into a you know, fifteen hundred dollar laptop with, you know who knows what kinds of extra features agree. Okay, same thing is renovating. Same thing is renovating your bathroom. Your kitchen? Yes. Yes, exactly. Don’t you don’t need the stainless steel pulls on the kitchen drawers. When? When grass will do just fine. Right? Alright, tigress. Okay. Excellent. Scott. Good time today. Thank you very much. Thanks for being on. Scott koegler, the editor of non-profit technology news. Which you’ll find it n p tech news. Dot com. Thanks very much, scott. Figure. Thank you. More live listener love joining us boring oregon alcohol in california. I used to go to i want to alcohol in. Once i spent two weeks in alcohol and kelowna, british columbia, canada. That’s two two different provinces. Also, quebec represented outstanding. I want to thank scott koegler, of course, and also michael o’brien for being on the show today. Next week, campaign volunteers rich foss is the author of green light fund-raising we’ll talk about recruiting the best volunteers for your campaign, and jean takagi and emily chan are legal contributors returned with law wisdom from san francisco, have you checked out? Are linked in group odds are you have not because there’s over a thousand listeners and there are not a thousand members of the lincoln group so ajar you have not been there, but you ought to be. Also, i host a podcast for the chronicle of philanthropy. It is called fund-raising fundamentals it’s, a ten minute monthly podcast devoted only to fund-raising though i have a summer siri’s on grant seeking the latest is relationship building with foundation program officers and the first two in the siri’s were researching foundations and writing winning proposals like this show it’s always experts whose brains on picking for your benefit. It’s called fund-raising fundamentals it’s on the conical website chronicle of philanthropy and it’s also on itunes, continuing to wish you good luck the way performers do around the world because i feel like doing it. I don’t know it’s, just fun last week, you may recall, was from german, the german orthopedic surgeons house owned buy-in bro, because they wanted you to break. Your neck and your leg. Those the germans this week from australia, chuck us. I’m wishing you chalk us because in the early nineteen hundreds, chicken was a special meal and most shows paid performers fees based on how many people were in the audience. So a full house meant that the performers would be able to afford chicken after the show, and one former one performer would peek out of the curtain. And if it was a full house, they would tell the troupe, chalk us, which is the slang for chicken and now it’s used by australian entertainers before a show as a good wish for a successful turnout. So i’m wishing you focus. Our creative producer is claire meyerhoff. Janice taylor is our line producer and also my language instructor from germany and australia and others. 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 very much hope you will be with me next week. That would be the twenty fourth of august friday two thousand twelve one two two p m eastern on talking alternative broadcasting which is always at talking alternative dot com. Hyre co-branding dick dick tooting. Getting ding, ding, ding, ding. You’re listening to the talking, alternate network waiting to get in. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Hyre 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.

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

Tony’s guests this week:

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

Wendy Nadel, executive director of Yonkers Partners in Education

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

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

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

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

103: Your HR Audit & Your Social Media Audit – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Karen Bradunas, human resources consultant

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 for friday, august third, two thousand twelve big non-profit ideas for the other ninety five percent i’m your aptly named host i sincerely hope that you were with me last week. It would hurt me deeply if i discovered that you had missed arts and culture building bust. Joanna moore uncle wits is an associate at the university of chicago’s cultural policy center and lead author of set in stone building america’s new generation of cultural facilities nineteen ninety four to two thousand eight we talked about that study of over seven hundred building projects throughout the country and its lessons. Things don’t always turn out the way boards think they will this week. Your hr audit karen bradunas is a human resources consultant. There may be things hiding in your hr closet that you need to bring out and dust off to avoid problems later on, we’ll talk about your benefits, plan, immigration, paperwork and what to do if you get audited by federal or state regulators and your social media audit. Scott koegler continues our discussion from that one hundredth show a few weeks ago on sites that help you. Assess how you’re doing in social media. Hoot suite market, me sweet, radiant six and some others. Scott is the editor of non-profit technology news and our regular tech contributor. Between the guests on tony’s, take two. If you’re going to give, you got to take time off. That was my advice from earlier this summer, but it applies now later in summer, so i’m going to remind you, if you’re taking care of others, you got to take care of yourself, too. There’s still time. Use hashtag non-profit radio to join this conversation on twitter right now, we’ll take a break and when we return, it’s your hr audit with karen bradunas, so stay with me. You didn’t think that tooting getting ding, ding, ding, ding, you’re listening to the talking alternate network, get in. Dahna cubine hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a m eastern standard time on talking alternative dot com professionals serving community koegler 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 backs to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Buy-in you’re listening to the talking alternative network. Geever schnoll dahna hi there and welcome back. Twenty martignetti non-profit radio. Very happy to have karen bradunas with me, she’s, a human resources consultant working with organizations to develop or change the people aspect of their business. She has over twenty years experience in hr and best practice knowledge of how to attract, retain and motivate staff. She’s held officer positions at gulf insurance subsidiary of travelers and bankers trust, which is now deutschebank. Her philosophy is to bring that large company expertise and those best practices to smaller organizations, including non-profits. She maintains the senior professional in human resource is designation. So she has those fancy letters. S p h r after her name. Very pleased to welcome back to the show. Karen bradunas sorry, karen. Welcome. Hi, tony. How are you? All right. Well, good to have you back. Great to be here. There’s stuff. Looking in hr offices or maybe not even offices. If there isn’t an hr director but in hr closets. That’s. Ah, that could come out. Tio bite some people. Yeah, and and right now is a great time to look at that. The department of labor has announced that in new york that they have put a lot of money in hiring compliance officers to come and to look at businesses to see where they’re out of compliance into levy fines. So if you haven’t looked at what you’re doing now would be a great time to do that. Okay, that’s so that’s for new york are new york audience there’s, more investigators in the state department of labor, right? But irrespective of which state you’re in it’s a good time to do it. At some point, everyone is looking at saving money across the nation, and new york may be leading the way for other states to do this, and i suspect that they are it’s been published for probably a year now that there’s money being put into it. I haven’t had any clients go through the audit yet, but i have attended department of labor seminars that were given free tow organizations saying we’ll help you get in compliance. Let’s do it now, ok? And even aside from the state, whichever state you’re in there’s always a chance of some kind of federal audit, we’ll talk a little about, like e t o see, for instance, right equal employment opportunity council okay. But myself in jail. E o c is equal employment opportunity commission commission. Okay, i’m out of georgia. Thank you, but h r was right. Fourth, you’re treading. You have even said it yet. But hr it’s like accounting. Very, very jorgen, look, dragon e so mary-jo i have the keys for george in jail and it’s very much top of mind for me. So watch your step. But how come this stuff doesn’t get attention? That it should from from boards from executive directors, ceos buy-in up until now, i don’t know that it’s been looked at carefully, especially non-profits in corporate environments it’s taken very seriously. Let me give an example that that’s across this the nation and that’s my nines, i nine is a form that must be completed for employees. That tells that they have to prove two things. One is they’re eligible to work in this country. And they are who they say they are. And that has to be completed within thirty six hours of someone being hired. Okay, so this is if you’re hiring, if you have, as an employee, someone who’s, a resident of a different country, and they’re here anyone zoho anyone, anyone, anyone? If you hire a temp worker that works for a week, they need to fill out an i nine form so their u s resident doesn’t matter what you have to prove it. And that form i recommend be kept separately from the other paperwork in the hr file. And the reason for that is, if you have an i nine audit, you wanna have on ly on ly show the auditor by night. Okay? We’re going to talk about what to do if you’re actually audited what it sounds like your advice is just give them what they’re looking for and just what they’re looking for, a volunteer, a lot of extra stuff, but but how come this doesn’t get the attention that it deserves in you? Said maurine non-profits you found then on the end, on the corporate side, why do you think that if i don’t think up until now? Non-profits h r has really been looked at in general hr function for smaller non-profits is handled by finance, a county people who may or may not be mostly not trained in h r and h ours really viewed as a step child, i don’t know that all non-profits especially smaller ones have made the connection that your people really are assets and really do contribute to your bottom line. I mean, that’s been an ongoing challenge ideal with with non-profits the last time you were on, we talked about attract well attracting, hiring, training, retaining and then if necessary, letting go employees. But but putting aside letting them go, you know, retaining, training, motivating we talked about that a lot, but you still don’t see that charity’s air invested in their their principal asset, their people. I think right now all employers are worried about employee engagement and for non-profit that are scrambling to keep the funds they have that’s going to be the primary focus. Understandably, you’re going to try and meet payroll, so if you have funds that’s going to be a primary source, you’re not really going to invest in training while you’re just trying to meet payroll. So i think it’s where non-profit is in terms of financial stability? Yeah, yeah. Smaller shops, of course. Yeah, but you see, on the corporate side, bigger investment in people hr is not considered, like just strictly a cost center there. No. In i’ve i’ve shared this with with individuals. In some places hr is oftentimes feared because they have a heavy hand and i don’t necessarily agree with that approach. But in some organization, hr is really an audit function, and we’ve talked about this a lot hr walks, that fine line between, you know, looking to be in management side or employees side and it’s, really an audit function. Where is what’s the right thing to do here? Yeah, and but they are treading that line between, like employees, advocate and and hr officer or office for the for the charity. Right. Okay, we’re gonna take a break. We’re here to talk about your hr audit before we get into what to do in an audit. We’ll spend some time talking about some of the things that are auditable that are on that or on karen bradunas is radar, and right now we take a break. I hope you’ll stay with us talking alternative radio twenty four hours a day. 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The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com 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. We’re talking about your hr audit with karen bradunas on dh, by the way, her website is km bradunas dot com and that’s b r a d u n a s let’s just spend another couple moments on the this i nine so you fill out this immigration form line nine for any every employee it’s not only employees on visa or some kind of other staff, correct, okay, and temp agencies, if you are working with a temp agency to supply intermittent staff, you really should be checking with them to make sure they’re doing it and they’re keeping him on file at their location also, okay? And you said within thirty six hours of enjoyment night and then you just keep that for yourself or you send it somewhere you keep it, okay, and you keep it separate from the rest of the hr file. Okay? And the reason for this is if you were to get audited recently for client, i had department of labor call me and say, we’re investigating someone who worked at your organization, and we want to make sure that they didn’t get paid too much unemployment so we’d like you to give. Us, the following pay records. They listed it out. I said we’d also like copies of their signature. Like from an application in i nine floor. But a w two debbie for form. Okay, i didn’t give him the i nine i get. I offered them. I said, you know, the lines or separate it’s easy to give anap location before and then any of these forms direct deposit. I’m simply because if there was anything wrong in the i nine, it could then open up an investigation. Okay, even though they were only there to look at employment, they could call the person who does the i nine audits and say, hey, by the way saw place saw problem with the nine nine why don’t you come over okay, if you if you think about nationally we’re looking to gain revenue to pay for nationalized healthcare and states are having difficulty financially and you think from that standpoint and end, you understand why you’d want to just give somebody what they’re asking for you okay? I think that’s sound advice for any, any kind of audit? Just exactly give them exactly what they were asking for. But don’t be volunteering extra. Okay, not-for-profits in general, i found when an auditor asked for something and i’m talking all the way to a cfo director level if they’re a little bit inexperienced in this in corporate we’re we’re trained to do this much, much more vigorously. But if in order to says i want to audit the file, why don’t you tell me what you’re looking for? So i can make it easier for you when you come? So i’ll have all this ready for you, right? They’re happy to hear that you’re thrilled. You’re not giving them the whole file. It makes a little bit more work for you up front, but it saves in potential fees, right? Ok, if there in case they do find something right. So you often see trouble with benefit plans. I do a benefit plans let’s talk first. What is a qualified plan versus unqualified plan? A non qualified plan can be discriminatory. And let me give an example of one they used to call them. Top hat plans your ceo may have a four fifty seven plan it’s called that’s a plan that’s just for them that the board approves and is written. By an attorney that gives them x amount of dollars that thie agency pays to help for their retirement. Ah, qualified plan an example. That’s unquote that’s. An unqualified plant nonqualified on what is it? What is it that we’re qualifying for? Qualified unquote? What? Qualifying for what qualifies for tax benefits. A qualified plan like a four. One k plan you as an employee can have pre-tax money’s taken out so it qualifies you and that you’re not paying tax on some of your salary. Ok? And it gets put aside for you an investment vehicle that you aren’t paying taxes on those earnings until you take them out upon retirement. Okay, now it also means it has to cover certain number of employees the plan, and it has to be non discriminatory in design, meaning the highly comped and that’s, a very finite definition by the irs. For instance, top five percent owners. Okay, a certain amount of income family members of those high, highly comped employees. Or considered how the comp the plan hasn’t. It cannot benefit those people. Mohr than on how they come. Okay, that’s. What i mean by nondiscriminatory? Okay, so if it does these things and then it’s a qualified plan, correct. Okay, and qualified plans are comin right, but just what are one of the simplest the most common? For one case, for one there’s a money purchase plans another one defined benefit plans, which you see less of now. And a defined benefit plan is the old pension plan where an organization would put money aside for you. Based on years of service, your compensation and your age and a defined benefit plan, the agency would bear the risk of the investments because they’re guaranteeing you certain amount of money. When you retire, you don’t see many of those anymore because one people don’t stay it firms that long and to their very costly for an employer to maintain. All right, now i know listeners are on the edge of their seats, waiting for me to call you jargon call you out on jug in jail for a money purchase plan, even though you said you don’t see them too much, you said it didn’t have to defend what’s money purchase plan is a plan in which an employer puts aside a certain percentage of your pay in in in in a plan that you choose the investments for, and it can be vested over time. Ok, ok, a four o three b plan, which a lot of people have work in charities like that’s a qualified plan, some are some aren’t i had a client who had a four three b that wasn’t qualified, but it wasn’t a risa plan and they’re two separate things and okay, that’s ok, we’re going to get to we’re going. So now the four o three b is like a t i a craft is very common for three b i think a lot of people have tia cref accounts, right? But they don’t know it’s a four o three b it’s just a federal tax code designation, right? Would be right for one k for three b are all definitions of plans in the tax code, so those numbers really do have meaning. If you go to the tax code, you can have definition of plan, okay? And for listeners who want to do that, please, then i’ll expect a page dissertation on eggs on the comparison, in contrast, between four o three b and four a one k and don’t just say it’s the numbers and the letter in the parentheses after the number that’s not sufficient for three beast couldn’t be used by corporate. It wasn’t until recently, i’d say last ten years of four one case could be used by non-profits previously, they weren’t used by non-profits i see let’s talk about some of the problems that you see in these plans are either qualified or unqualified because this is your hr audit. Okay, so in the qualified plans, which is let’s, start with those because those are the ones that are the most common serve the most people i don’t want you seeing, i’d recommend one. If you have any plans, follow the qualified rules because then you’re covered. If you take the most stringent rules and apply them across the board, you’re safe, okay? Because legislation changes and so if you’re always taking the most stringent rules your set so here’s here’s something plant summary plan descriptions, there’s two parts to plans one is a plan document, which is written in legalese, and then a summary plan description, which is written in layman’s terms. The plane document has to be made available. If anyone ask for you must give them a copy of it. You can charge them up. Tio, i think twenty five cents a page for, but you must give them a cop. Anyone being an employee? Correct for the plan? Dahna kayman plan documents called. Okay. That’s, illegal lease document. Make sure you have one. Make sure that it’s up to date and you’re following what’s in the document. The summary plan description must be in layman’s terms. But make sure it matches. What? The plan. Document iss. Oh, one plan. They should both say the same thing. One does it in legal terms, you know? Does it in lay terms? Right? And that somewhere that somebody planned description, spd should be given to participants every year. If you make a plan change, it’s a good idea. You have, for some changes between nineteen, one hundred twenty days to do it. Try to do it within three months. The ninety day. Do what? Send out new summary plan description to every employee or everyone who’s in that plan. Every employee, every employee, every employee that’s eligible. Uh oh, eligible. Yeah. So the, you know, because they may not. There may be eligible, but they didn’t. Take it quick. Doesn’t matter, it’s everybody was eligible. And then, of course, if you made that change, you’d have to change your plan. Document also. Yeah. You start with the plan, document change, and then you do changes something planned description. Okay. And so you really need an attorney to do the plan document. You need an attorney. You know, sometimes you when you negotiate a plan, you’re working with investments. Tia cref, fidelity. They often times have a compliance unit. Can guide you on what needs to get done. Ah, lot of times things need board rails, board resolution to amend the plan. And that’s all that’s needed to submit to the company. Who’s preparing the document. Okay, don’t try to do this on your own as an agency. Don’t get someone who really knows about plan documents and someone planned descriptions to do it. Because if something were to go wrong, that the documents are bringing two quarter those documents, you really want it done by professional. And how can something go wrong? How are how are how is compliance overseen? This is a federal agency now that would do it or state agency for a risk. I’m department of labor’s managing those or is it claims? But let’s, talk about this. I’m in let’s say, for one k plan and i get paid every two weeks. I have money taken out of my paycheck every two weeks. Right there. Can you use this as a four o three b example? Absolutely. That’s amore common plan in two or three, maybe four. Three beat every two weeks. I get paid every two weeks. I have money coming out of my paycheck. The company isn’t wiring it to the investments. Timely. They’re wiring and only once a month. That’s a violation because there might not be enough money to cover. No, maybe. Just maybe that it may be easy for them. They want to do one wire month. Just the employer. Is that supposed to be holding the money? Correct. If it’s taken out every two weeks. It’s supposed to be wired every company every two weeks. Okay? And i don’t understand this if i’m if i’m invested in stock funds in two weeks, a stock price, khun, very greatly. So i want to buy in regularly. So i get the advantage of dollar cost averaging. Okay, well we get a little technical, but the point is the money supposed to go it’s not supposed to be held by the charity office right by the non-profit supposed to when it’s received from the employees supposed to go to the plan administrated the company, the investment vehicle, tia cref you supposed be wiring that money to tia cref? Because that should be invested with the same frequency and timely as it’s taken from an employee. Gotcha. Okay. And, of course, just again to remind listeners that tia craft is the four o three b that we’re that we’re using is the example kruckel one how about one more thing that you see in benefits plans? And then we’ll talk about what to do if you’re audited. All right, let’s talk about health and welfare plans. You’ve got a medical plan, a dental plan on go, go, go back these air also heiress. A plan. Okay, we just have time for one. One thing that you see in the health and welfare plans. New red new rig. You must handup summary plan descriptions of these plans and also have a plan document on file. I’ve not seen that in corporate. Or not-for-profits previously okay, with any regularity and health and wealth? Well, this health and welfare plans like a medical plan. You like your medical plan? Okay. Okay. Let’s, talk a little about what to do if you are audited. Do you even do you get advance notice or can they say we’re coming tomorrow, which is not much advance notice. I have not seen anyone i know for osha. Audits say sometimes just drop in, but i’ve generally gotten advanced notice is okay. What’s the first thing you do, it may be a state agency or a federal agency, right? Yeah, i’m mostly seen state agencies. Department of labor was used as an example there. Pretty regular with this, i try to get exactly what they’re looking for. You want to define the scope of the audit, okay, you want to understand what they’re trying to get its not, you know, it’s not an adversarial role. You may need to clean up some things, but you’re scared as hell. Now you terrible things that not adversarial, but you’re terrified, right? But that doesn’t mean that one it’s not fixable. And two you’d rather get some guidance with someone who can give you advice, okay? I had recently in autumn, although that advice may come with a fine or penalty may but i think that if you’re showing due diligence, it’s it’s better for you. So you wanted to find the scope of the audit, meaning you may want to call the auditors let’s say that that send this formal looking letter and right and same composition exactly what you’re looking for so that we can have it ready for you. I believe. It’s someone’s looking at hr files, recently hit someone from the state on dh. This was for a specific program. They were doing an audit, they said, send us the fires i said, i don’t send files, h r protects employees information and i know many agencies listening may not have an hr person, but if i’m working for you, i don’t necessarily want everybody knowing all the things about me in my file. So if they say, send the file way, don’t send files, what you have to come on. Yeah, they will bring the files to you are where you come to us or what? I don’t bring the files, i have them coming and i actually have them do it in in my space, where i’m sitting with them, i don’t even leave them. They can’t xerox from there, you know, if they need copies, i want to talk about that and you want to talk about the protection of those copies, right? Okay. And another piece which we haven’t touched on a lot is if you have anything in an employee’s file about medical conditions, i’m out sick today. I’m going to have surgery on thursday. Get that out of the employee file that has to be in a separate folder for hip hop separated out. And you don’t want the auditor seeing that, okay, even something as simple as out. First day i separate everything be ah, a mental condition or something. Some deep serious illness. Just a sick day that i said bring along elsewhere. I separate them all out because it’s easier. If you say anything to do with health is separate. It makes it easier. Okay, uh, we have a little more time left. What? What else? What else do we do now? The auditors are on site. They’ve complied with you. They said send. But you refused there. On site, we have just a minute left. What with some advice for the day of the audience? Well, i i went through one recently and i said, you know, what do you see in the files? You like my out the way i’ve set them up? What can you recommend and make it very interactive? Because one, you’ll get information of what other people are doing. You get a sense of best practices if if you don’t know already so it doesn’t have to be adversarial, it really can be, you know, what do we need to do to make it better? All right. Optimistic, great, great closing note for for the terrifying audit. Karen bradunas is human resources consultant with over twenty years experience. You’ll find her sight at km bradunas dot com. Karen, thanks very much for being guest. Thank you. Pleasure. Right now we take a break when we returned to tony’s. Take two and then scott koegler on your social media audit. So stay with me. Talking alternative radio twenty four hours a day. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a m eastern standard time on talking alternative dot com professionals serving community oppcoll money, time, happiness, success, where’s, your breakthrough join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listened to norah simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back time for tony’s take two at roughly thirty two minutes into the hour. My blogged from june one of the weeks in june was if you’re going to give to others, you’ve got to take time off, and i just think it’s so timely to remind you that if you haven’t taken your time off for the summer yet, you really should you’re in a non-profit that gives to others whatever that e-giving mission is, you are a giving person and to do that efficiently and also really probably more important, or at least equally as important as efficiently is to get as much joy out of your giving as you can. I believe you need to take time for yourself, and i had suggested that in june it’s now early august, please take time for yourself and do it without a cell phone and without email. Take care of yourself so that you can get the greatest pleasure out of taking care of others. And that is on my block at tony martignetti dot com that’s tony’s take two for friday, august third, two thousand twelve with me now is scott koegler he is we know who. He is he’s, the editor of non-profit technology news. Of course, he’s, our regular tech contributor, the longest running contributor on this show with me from nearly the very, very beginning, very close to the very beginning. How are you, scott? I’m good, but you know, doesn’t mean that i’m getting old teo it’s like, two years you’re your youngster? Yeah, i almost i almost said, your hamster. I know what it’s, not a hamster you’re doing about that. Well, you know, that’s, right? You’re not even a gofer. No way you’re our tech contributor. And a couple of weeks ago, on the one hundredth show, you just talk briefly about what we’re going toe flush out today, which is some analytics. So why don’t you remind people what? What we’re talking about, right? One of the questions i always had about social media is, you know, aside from doing it by yourself as a kind of a leisure time activity or in order to keep up with your friends as a corporate or an organizational function, is there any return on investment? Is there a reason to actually spend the time and money in doing this stuff for a long time i was pretty much negative on social media believing that, yeah, it’s a fun thing, and it might get get your name out there, but, you know, you really don’t want to spend much time. You don’t want to actually devote a person to do that kind of work and over the last, uh, well, i guess it’s really matured over the last year that more more recently, there have become many applications and systems that that are actually helping to prove that the maybe or not depending on your situation way, turn on investment for any efforts put into social media. So that’s a long way of saying, yeah, we may be actually able to find out how much, how much we’re spending if we’re spending the right amount and where we might actually spend more time and effort. Okay, so we can audit our social media investment and determine whether it’s paying off exactly. Okay, um, and you’re right, you meant a time and money buy-in small shops, there isn’t a lot of either one of those and so every hour that someone spends maintaining the twitter feed or the facebook page or getting videos up. On youtube or blogging, obviously is an hour that could have been spent doing something else. Andi need teo. So now we can sort of do a cost benefit and figure out what the return is and whether this time and money are well invested. One of them is is hoot suite right? Right. Who this week i had always thought that that was just i always thought that was just a desktop for, like, operating a bunch of social media platforms, but not so well, it is kind of emily talk about audits all of these applications, and we’ll talk about it. Give you some kind of ability to review the results that are that you’re getting from their efforts. Okay, but the same time, they also enable you to actually perform different tasks. So that it’s kind of ah, self fulfilling you. You do the stuff through these applications. And then you checked the results, and some of them actually allow you to determine what, what you should be doing rather than just do it and find out if it worked. Okay. Well, let’s, talk a little about hoot suite. What can you expect from that in terms? Of this determining your return on investment um, first of all, the one of the things that’s been on issue for organizations because remember, social media started that as an individual activity is, how do you how do you set up an account and then not do it all by yourself? On so with hoot suite, for instance, and with others, there’s the ability to create teams? So you have, you know, one or two or twenty people actually working on the same twitter, facebook, whatever accounts at the same time, so you don’t actually have to monitor the sight all the time and then interact with every every response. So that’s that’s probably the first thing that it allows its do. Okay, okay, um beyond that, in terms of finding out what you did, you can actually go to what they call their analytics platform and you can create reports so on these reports get pretty sophisticated, they can tell you, uh, who did what? How many responses did you get from which social media area, in other words, is twitter performing that in the facebook or google plus doing better for you? Or maybe four square if you’re in the business of being different places or if your location that wants people to visit you and the reports khun get very sophisticated looking one here, yeah, that allows you to pull in google analytics. And of course, google analytics is reporting function by itself. But you can combine all these pieces together and, uh, and find out how you doing? Okay, so what kind of, by the way, whose suite is h o t s u e dot com. Right. Ok, like, like who’d suit. But with with the at the end dot com. Eso what kinds of numbers can you see in determining these results at what you looking at there? Uh, let me get back to here. I just kind of went away from it. Oh, yeah. That’s. Terrible profile summary. For instance, who did what? What media are you connected to? In other words, i’m looking of mine here, and i’ve got, um i’ve got a twitter account. I got a facebook account. Uh, this one here, i do not have a four square or a google, plus the kinds of things you can add to it. Um, you can you can see how many? Retweets you’ve got in other words, on a daily basis, i got, you know, twelve, retweets or two thousand tweets, and that really is a kind of a quick indicator of the messages that i’m sending out popular. Are they getting traction to people like him and want to tell their friends that i said whatever said right? Because that’s that’s what a tweet is right? They found it so interesting they want people following them to see it, right and that’s really that’s a good indicator that if you get a lot of retweets, you’re doing a good job, okay? Reaching more people, what else is on that hood? Sweet report mentions by influencers, in other words, um, and we’ll talk about influence influencers here in a bit, okay, but essentially influences influencers are people that our red or recognized by other people, and they mentioned your name so it’s like, for instance, it’s like tony martignetti who is a tremendous influence. Scotty, are another hundred shows for you, okay? And then you’re cut off. All right, all right. Oh, that no, that makes sense. So and there’s there’s influencers in every area. So in non-profit. Obviously, that would be one, but in social media, you know, we’re talking about i don’t know who but other people that would mention you that have a great following and and so people pay attention to them on duitz sweet tells you who the influencers are in the in the keywords that you’re following is that that works, it tells you if they if they have mentioned you, right, what does it tells you who the influencers are, it will not say, hey, this is an influencer and you’ve got to go talk to him, but it does look at yes, if tony martignetti tweeted about scott koegler and tony martignetti is a is an influencer, then it was tony would show up on this list. Okay, okay won’t necessarily tell me that tony is an influencer and that i had to talk to him, okay, aside from having mentioned you, which i hope i do often, i’m not i’m probably on influencer. I’m chronically under connected so a nice guy, but i ain’t got no connections and the other at another trick here is key words so if you have a key word, you know what are your key words? What? Are they? What are they? And are they gaining traction? And this gives you a kind of a time or graphic about you know what? What came up and how but what i’m looking at here is justin bieber, which is probably not one that i would become my gosh, allright, let’s, throw that out. So what? How does it too fine key words? They’re the words that you use often or you have to add the two o you add you tell them what key words you want to be monitor you want who’s weak to monitor? Okay, okay, now that’s that’s just twitter so we can also look at the same things on facebook and google analytics. Maybe, you know, there are different things. For instance, in facebook there’s regions so you can say geographical, you know, before you doing is you need to keep track of by a particular area by language, by number of daily posts, very post sabat pre-tax tweets so, you know, did it catch on? It wasn’t like buy a bunch of people in this kind of thing, okay, so in facebook, the like, i guess is comparable to the retweet and twitter. And it’s a measure of somebody liking your content and whose sweet will measure that it’ll tell you what, what content was liked more often than than the rest? That’s exactly what that does is it allows you to not only know if you’re doing well, but in what areas are more popular. So if you’re if you’re tweeting a posting on a variety of topics, you can say, you know, topic a fifty percent more popular and gets recognized and retweeted and liked much more frequently than topic be well, you know, you want to talk more about top of games and stop being so that allows you to kind of hone your message and concentrate on what people like yes, i want to do excellent. You could figure out yes, right. You could test different different content, right? Yes. Okay, so now i see. All right. Now get to the true audit. You could do like a bee tests, you know, one versus the other. And then and then refine your test even further. Things like that. Excellent. Excellent about placing whose suite is free, but it’s it’s one of those freemium kind of things, you know, free. Versus premium. Yeah, and so you could get in and you can use it for no cost of all. But if you actually want to add additional folks to your group, you know other people making tweets or four actually monitoring the activity that you do need to upgrade to what they called the enterprise version and that that costs no. Okay, but if it’s one user, they can also get the analytics in the in the free version. Yes, they get some analysts can’t, for instance, skip um, google analytics incorporated in that without paying something. Okay, but everything we’ve talked about you and i’ve talked about that’s all included in the free that’s, right? If you just have one user, right? But the shot is this it’s uh, uh duitz sweet fifteen hundred dollars a month for the enterprise version. So, whoa, fifteen hundred per month per month? Yes, master that’s crazy. Oh, my gosh. All right, that’s. A significant yeah. Significant investment. Oh, my gosh. All right. Not probably outside the reach of most of our listeners, but the free version is great. Just one. If it’s just one user. Um, you know what? Good one more. Twenty wanted make before break uh, no, because next we’re gonna talk about a couple of yeah, okay, i was going to say we have to take a break in about a minute, little less tonight. So why don’t you just introduce us to one briefly and then we’ll come back since we talked about price let’s, let’s, do let’s just talk about price from second market me sweet market me sweet dot com is another freemium kind of application, and it has some other meat features will talk about and the third one is radiant. Six, which is, i would say, you know, the premier analytics and application for monitoring and affecting and discovering social media. Okay, and while it can get really expensive, you could get into it for six hundred dollars a month, which is a relative bargain. Okay, we got to take a break, and when we come back, we’ll talk more about market me sweet and a little bit about radiant. Six stay with me and scott. You’re listening to the talking alternative network. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? 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Dot com let’s, talk a little about market me sweet scott what? What? What does that offer murcott me? Sweet is a little bit, uh, similar to hoot suite. We talked about price. I’m just going to kind of mention that and get it out of the way. Okay? It’s free. And they have actually one, two, three, four levels of pain participation. And it goes from nine dollars a month to ninety nine dollars and, uh, significantly less. Van theun who tweet. Okay, yeah, yeah. And it actually, it allows you to say all of those include team members and analytics, different numbers of social profile. So, really, for ten dollars a month, you can add team members on dh, actually for free. You can have two members on dad multiple profiles, which is pretty good, actually, i i’m a fan of marketing. Sweet. Yeah, well, okay, um, have you got something that is different about market lee sweet. Although it handles different networks like twitter, facebook linked, then there’s nothing. One. Thing you could do that that’s really helpful is to find out who you should be talking to and create leads from them. So francis, i could go into, um, into the lead section, and i could say, ok, and twitter, look for anybody who mentioned the word non-profits and it will scan my twitter feeds for the last day or so, and it will actually come back immediately with the with the tweets that mentioned non-profit okay, i cannot read those tweets looked for people and then add those to what i call the lead box and then i can make contact i can message them or direct message if i can add them to my to my twitter list. Uh, and i could do the same thing with facebook so beyond analytics and kind of you know what happened to what i did, it allows you to say, who should i talk to, which is really, really important. So when you’re scanning these these words that you query for its looking not only at your current followers but it’s o r people you’re following it’s looking at the whole twitter universe or what i’m looking for the whole twitter you okay? So right, so then it helps you find new people that you should be following. You might decide to follow, right? So right now, i just i have a search set up for him newsletter, so i just click that and right now i’ve got gosh, i don’t know, maybe fifty or so tweets that were done within the last day, right? Just past day, right? And i can say, you know, i could look at one and said, do you know african coaching support to help you reach your goals? Ok, so some of these are, you know, not really things that i would want to go, but i could say, for instance, this guy just, uh, i said, just sign up for newsletter my unsubscribes from days day, we lose newsletter how do i figure out howto howto re subscribe? So let’s just say i wanted to, i could click on that, i can add it to my to my leads, and i could tweet out to that person okay, okay. So it’s really effective in-kind of understanding we’re we’re in whom you should be talking with all right? Anything. I’m sorry, anything else that you like in market me sweet. Maybe some of the reports or anything. Yeah, there’s. Some reports in here, but what i really like is the ability to be proactive so there’s front you could be automatic follow backs you could do delayed posting. So not everybody’s online all the time. So you might want to people say, you know, post this message at three o’clock, right? Okay. And and market me sweet does have the analytics some analytics for doing your auditing in the free version. In the free version, you conception goals. You can sit up team reports. You know who did what and how effective were they and you can talk about you know how it has account doing overall. So, yes. Okay. You’re good analytics. Okay, we have just a little over a minute and a half left. You want to talk a little about radiant six, right r a d i n and the number six and radiant six takes what i talked about in market me sweet in terms of funny, who you should talk to and about what? And it kind of blows it out. And it’s, extremely powerful, actually. System monitors about one hundred thousand different blog’s social media and also just websites where comments you made. So not only are you looking at social media is also looking at comments that were posted on, say, you see not and protect that news yeah, and protect used dot com. You mean there you go. Thank. Okay. Scott’s own sight. Okay. That’s, why i’m here to help scott, i can i can do cementing for you too, if you need that later on this week. Okay. If tony commented on an article there on the keyword that i’m interested in showed up in tony’s comment, um, radiant six will find that and tell me about it. So you didn’t have to actually participate in facebook. You just participated in my website or a website? Yes, and i know about it. And then i can contact you very deep. Okay. Yeah. Okay. And just a couple seconds on radiant six. It costs right? Or that it has a free version. It’s. Six hundred dollars a month for the basic level goes up. I would say that if anyone really wants to dig in to who to contact what to say how to do it. And how did you do, you know, that’s that’s serious way have to leave it there? Scott koegler our regular tech contributor you’ll find non-profit technology news at n p tech news dot com scott, thanks very much. Thanks, tony, take care my thanks. Also, of course, to karen bradunas for being in the studio today next week, working with your small organization board from fund-raising day twenty twelve what’s special about working with small shop boards and maria simple, the prospect finder, the show’s regular prospect research contributor will be on with smart and no cost or low cost advice for your prospect research. I’m not sure exactly what she’s going to talk about, but doesn’t matter, because she’s always smart and she always has no cost. A low cost advice for your prospect research so what does it? What difference does it make? What the topic is? Be there next week? Listen to her, you know we’re all over social media. You’re going to smack your head sparkle a testa, you’re going to smack your head into tony martignetti non-profit radio with each click through your non-profit three year social media networks facebook i’m on four square you know we have a linked in group joined the linked in group comment. Tell me what you think of the show, i’m listening on linkedin, um, there’s, always, of course, my blogged, and you can always find us on itunes. Through non-profit radio dot net on twitter, follow me, use the show’s hashtag non-profit radio. Use that with impunity. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer and the owner of talking alternative broadcasting shows. Social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday. That would be august tenth. One, two two p, m eastern at talking alternative dot com. Dahna i didn’t think the shooting. Good ending. You’re listening to the talking alternative network, waiting to get you thinking. Good. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio 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 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. Schnoll

100: The 100th Show! It’s All Social Media – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Amy Sample Ward, membership director at Nonprofit Technology Network (NTEN) and contributor to Stanford Social Innovation Review

Scott Koegler, editor of Nonprofit Technology News

Gene Takagi & Emily Chan of the Nonprofit & Exempt Organizations Law Group

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

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

View Full Transcript
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Hello and welcome to tony martignetti it’s show number one hundred high fives and knuckle bumps. It’s show number one hundred and welcome. This is big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio your aptly named host. What a coincidence that i found this show on july of two thousand ten two years ago show number one hundred today i do hope that you’re with me last week, it would cause me great vengeance and furious anger if i were to learn that you missed automated accounting with aaron schmid he’s, the chief product officer, billhighway and he thinks about a lot a lot about accounting, so you don’t have to. He had ways to improve reporting, automate and integrate accounting with your bank and online engagement to action at the fund-raising day twenty twelve conference, we were a media sponsor on the exhibit floor, interviewing speakers, and one of those was j frost, ceo of fund-raising info dot com. He talked with me about moving people from engagement online to giving online how to convert your social media friends into donors this week. It’s all social media for show number one hundred amy sample ward is a social media scientist that’s my title she’s very modest. I described that title to her she’s membership director at non-profit technology network and ten and a contributor to the stanford social innovation review. We’ve opened it up to listeners and she’s going to take all the questions that you sent in, and all our regular monthly contributors will be with us will dish on social media in the law for prospect research and in technology you know who they are. Our legal team. Jing takagi and emily chan from san francisco, the non-profit and exempt organizations law group maria simple, the prospect finder, our contributor on prospect research from new jersey and from north carolina, say but keller will be with us he’s, our technology contributor and the editor of non-profit technology news on tony’s take too. I’m going to be giving away t shirt and sunglasses for podcast listeners because this is show number one hundred use hashtag non-profit radio to join the conversation with us on twitter. Amy sample ward is monitoring it sam, the producer is monitoring, and lynette singleton, our georgia fan club president and frequent assiduous live twitter she’s live tweeting. The show today lynette is at s c g four the number four non-profits and the hashtag is non-profit radio the show is sponsored by lap fund-raising l a lap of fund-raising dot com and i’m very grateful for their support. We have our first contest right now. A few minutes ago, i said great vengeance and furious anger. What movie is that from? Not the bible it’s in the bible, but that’s not what we’re looking for looking for the movie that that lines from you will win a copy of managing technology to meet your mission. A strategic guide for non-profit leaders donated by n ten amy, thank you very much. If you put the answer to that question, what movie was that line from on twitter right now? Make sure you use the hashtag non-profit radio what movie is that line from great vengeance and furious anger? You will win, you’ll be our first winner right now. We take a two minute break and when we return it’s all social media stay with me and amy co-branding dick dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network get anything? Cubine hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific the guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna you’re listening to the talking alternative network. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Welcome back, we still need our first contest winner, great vengeance and furious anger. What movie is that from? Posted on twitter? Use the hashtag non-profit radio and with a copy of a book look donated by and ten the non-profit technology network. The book is managing technology to meet your mission welcome palo alto welcome, san francisco welcome, san jose, all in california! Welcome, california listeners right now. Very pleased to have with me for the hundredth show. Amy sample ward amy is membership director at non-profit technology network and ten, which you’ll find it in ten dot org’s and a contributor to stanford social innovation review her block is amy sample, ward dot or ge and she’s at amy rs ward on twitter she’s, co author of social by social a handbook on using social technologies for social impact social by social dot com is where you’ll find that book, and any profits from that book will be used to support projects which promote the use of new technologies for social good. Amy sample ward welcome to the show. Thank you for having me. It’s. A great pleasure to have you in the studio for show number one. Hundred any profits from the book are going to be given to support projects that used that promote the use of new technologies for social good. But i thought profit and greed drove are our economy what’s the social good? Well, when it comes to the book, it was a commission book by nesta who is an innovation thunder in the uk. So they commissioned us to write it. We don’t make any profit off of it in that way. And then the funds that come from the book just get put back into the innovation fund that nestor manages all for social good. Yes. And of course, i was being sarcastic or not. Of course, not all agreed. Not not most. Not all. Not entirely. We have our first question from you came from our first winner because she posted a question on the linked in group. Mary lynn holland has one an hour of consulting from me, even during registration or planned giving. Congratulations, mary lynn holland and her question. She has two questions for you. What’s. The biggest mistake that you see small non-profits making in social media. Well, there are lots of mistakes, but i would say the biggest mistake that kind of encompasses all those little things that trip up small organizations is trying to spread themselves too thin thinking, oh my gosh, you know, all these other organizations air on, they’ve got a profile on every platform they’ve got, you know, all these photos and videos and everything going on, and they think they have to do the same thing, but they don’t have the capacity to maintain all those profiles. So unless you actually have the staff time and the content, tio keep all those different profiles alive and actually have something going on there and can go in and interact with the community that’s there just don’t put the profile up on that platform, you know, just be very specific about what you what capacity you really have so that you don’t spread yourself too thin, and then people find your profile and it looks like a ghost town, and then you’re always apologizing for sorry we haven’t been here exactly, exactly one of the survey questions we asked in advance was, which social media channels do you wish your organization used or used better? And it’s pretty scattered across blogging and podcasting but facebook is kind of a large one, almost almost fifty six percent said facebook they wish they were doing something or more with facebook, and the largest was youtube. Two thirds of the people who serve we serve surveyed i wish they were doing mohr with youtube, but your point is you just you can’t keep up with the joneses necessarily, right? You can’t be on every single platform if you especially if you’re a small organization, but i think the survey showed, you know, that most people responding that they wish they were doing more with youtube and i think that’s because we see so many great videos but aren’t necessarily like high production value videos, and so then you get that feeling of, like, man, i could have made that video, why didn’t i think of it are right and, you know, so i think that there are a lot of those feelings to have seen other people succeed in thinking, gosh, it doesn’t look that hard. White why didn’t i do that? We have to take a break. Amy sample ward, of course, stays with me, and when we return, we’re going continue with social. Media. And we’ll have another contest. Stay with us. Talking alternative radio twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio broke in the ivory tower will discuss what’s important to you society, politics, business 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 money time, happiness, success where’s your breakthrough? Join me, nora simpson, as i bring you re a world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listen to nora simpson’s creation nation fridays at twelve noon eastern on talking alternative dot com hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com i’m leslie goldman with the us fund for unicef and i’m casey rotter 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, it’s. Sure. Number one hundred twenty martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. We have a caller on the break. We gotta call r steven perrotto. I know you. Welcome. I know you do what’s up. I was calling to brad schnoll age. Do on your hundredth show. Thankyou. All your friends that beautiful. Thank you very much. Future funds is a company that i do some work with and four. And we do great work with clients, don’t we? I think we do. I know. I think we do. You think we do too well, that’s. Good. Okay. Thank you, steve. Thanks very much for calling in, man. Thank you. Another hundred. Thank you. All right. And we had some with some nice things. Said on on other social media. I had someone who wished us wish us very well on the someone was just very well on the linked in group and ah, bunch of good, well wishes on my email list. And if you want to get on that weekly email lorts find out who the guest is going to be. You could do that on the show’s facebook page. We had a listener, tom l from california, and we’ve a bunch of listeners live from california right now, tom says. I was at the south rim of the grand canyon yesterday already to tune in on your on your broadcast. I thought it sounded fun tow listen while being in this remote spot, unfortunately, just a little too remote and no signal, so i did the next best thing and listen to a pre recorded podcast that i had downloaded for this trip and brought with me. Listen, tom ellen, california, thank you on the edge of the on the edge of the grand canyon. Amy it’s incredible where people are listening technology, it reaches everywhere, staggering, so question number two from maryland, holland, who asked fromthe linked in group and one hour of consulting from me, she asks what’s the biggest misconception non-profits have about social media well following on kind of from that previous question, you know, i think that a lot of small non-profits think, oh, this will be our magical cure all potion of technology, you know, we won’t have to do those email alerts anymore, and we won’t have to really send out your end appeal because, well, just tweet it or we’ll just posted on our facebook page, but it’s, just one channel and you need to be, you know, maintaining your engagement, your strategy across all those channels you still need to use email still need to use your whether it’s, direct mail or phone, whatever you are doing in your organization and social media, just another component on dove course face-to-face exact don’t want to ignore face-to-face meetings, right and social media’s great for face-to-face riel world offline things because people that are there khun just amplify what’s going on can post pictures in real time. Khun, you know, stream of video, khun send out tweets and so all those that aren’t there, maybe aren’t in that city couldn’t come whatever khun still follow along and it’s great for community building around your organization because so many more people feel like they knew what happened and they were a part of it, okay? And people are doing that for us right now, exactly, people a re tweeting, tweeting and retweeting and one of the survey questions we asked is whether your community engagement strategy includes social media and hundred percent did. Say yes. So everybody’s, everybody who surveyed eyes doing it. But we don’t want it to be a substitute for exactly. Of course. Of course. Okay, let’s. See, um let’s go. We have ah, contest winner maria? Yeah, maria simple. Oh, i should have said affiliates and friends and employees of non-profit rate or not eligible, but i didn’t say that maria simple winds absolutely correct. Great vengeance and furious anger is from pulp fiction, of course. And i believe that maria simple is the first person teo to answer that on twitter. But but i have to make important qualification. All results must be sifted through our social media manager, regina walton of organic social media. So preliminarily, maria simple is the winner, but that is subject to change based on heimans on findings by our social media manager, regina walton. Okay, um, we have another question this one is from twitter. Came from matt morgan and he’s at morgan m o r e m o r g a g n on twitter. Advanced question. What are the must have social media platforms? Let’s take that part first cause he asked reports what the one of them must have. Social media platforms well, i wish that he was tweeting along because i just have a question back for him and that’s, who are the people in his community and what air his goals for them if you if you have people in your community that are really into maybe you’re an organization that works with wildlife refuges and they love nature, well, they probably really like taking photos of nature, and that means, you know, the kinds of platforms that you want to prioritize your time on are ones where people are sharing photos, so maybe flicker facebook, et cetera. But if you have a community that works largely offline and very locally, then you’re going to want to pick platforms that aren’t necessarily for sharing out broadcasting tons of stuff, but or maybe facilitating those people, you know, sharing knowledge just within the group. So it really depends on what your goals are and who the people are that you’re even trying to engage you now. This is why i w social media scientist, because i think the average person would’ve said what’s, the what of the must have social media platform there were said, facebook looking and youtube but it’s not it’s, a much more sophisticated answer than that it depends what your goals are exactly exactly, and we’re trying to reach okay, and matt also asks from twitter how is the best way to measure twitter impact so back to that goals question, even though it’s specific to twitter, you know why’re you using twitter? Are you an organization that’s using it to really get a lot of information and knowledge out there? Maybe your think tank and you just want to make sure lots of people are using your research in your data? Well, then you’re going to want to maybe prioritized metrics around retweets and how many people have, you know, shared a linker clicked on a link that you’ve tweeted because that shows your knowledge is getting out there, but if you’re using it just for building connections and you really want people to engage with you, well, then the retweets air just sending more people away. You want to count those replies and people asking questions to you so you know the way you measure twitter impact isn’t universal for everyone, it really depends on why’re you even using that platform, have another contest, and this one is to win and ten sunglasses on and a copy of the book donated buy-in ten the future of non-profits innovate and thrive in the digital digital age zoho dave neff who’s in ten member okay, dave, next book can be yours along with sun glasses to wear while you’re reading it. Although they’re probably egyptian, we’re not giving prescription sunglasses, all right? Well, if you wear contacts, then you can wear the sunglasses while you’re reading eyes. The treasure hunt there’s a treasure hunt i had the founder of a worldwide social network as a guest twice it’s a very top of my network, everybody knows this network. One of the interviews is on our youtube channel, which israel tony martignetti some dude in boston took. Tony martignetti so my neck, my youtube channel, israel. Tony martignetti what is the name of the founder of the worldwide very well known social network that i had as a guest? Twice, you’ll find one of those interviews on a video on the youtube channel real tony martignetti answer on the youtube channel put a comment on the youtube channel, um and name him and you will. Win the sunglasses and the book. Okay, let’s. See who else we got? We got baldwin, new york. Welcome, atlanta, georgia that’s. Probably the net singleton, our master and assiduous tweeter. Welcome atlanta. We also have ah, north carolina. What was that town in north carolina? Sam, i missed it. Newport, newport, north carolina. Welcome. I love our live listeners. L three’s love live listeners. Wei, have another question for you from this one’s from peter heller also came to the linked in group peter heller. I’m wondering if any research has been done on how much of a capital campaign can be raised via social media. I believe social media is vital for non-profits, but the sexiness of it distracts from the eighty twenty role, which is eighty per cent of your gifts will come from twenty percent of your donors. You aren’t going to get your top gifts from via the internet, but you will get smaller gifts and lots of visibility. So basically asking, is there any research on how much of a campaign comes from social media have any insight into that? I don’t know if there’s research about the whole campaign because for a lot of the people that are doing this research and benchmarking there, the people either process anders or facilitating the online donation, and so they don’t know the rest of the story. They don’t have access to the organization’s data to know what else they were raising. They only know the data of the online portion, but there’s definitely benchmarks around that, and one that is, you know, has been done. You’re over a year is from blackbaud and the chronicle of philanthropy just is a heads up, i don’t know spoiler there, maybe i’m not supposed to say, but i would keep an eye out there because they’re going to be doing summarily good stuff with online fund-raising data very soon just to help keep those benchmarks out there, okay, but i would go to blackbaud and get there. They’re online donation research and you can see the average gifts, eyes, you know, it has been increasing and things like that, okay, i would also add for peter’s question that the the social media e-giving is probably going to be at the base of the of the fund-raising pyramid, the campaign pyramid where the base is all the smaller gift. We typically say it might take hundreds or thousands of small gif ts and typically, that’s. The gift giving that’s online is fifty twenty five, one hundred dollars. You know, in that vicinity and those air in a capital campaign of ah, even just a smaller campaign of two hundred fifty thousand dollars, or half a million dollars. You do need lots of those smaller gift, right and that’s, where social media would would probably be counted in that in a campaign. Exactly. Thank you. Let’s. See what we should do. What with that way have just three minutes. Is that we’re here? Oh, we have. Ah, scott, koegler is on the line. Oh, scotty kegs on here. Tony scott. Koegler is our regular technology contributor and the editor of non-profit technology news. And he is with us for a few minutes. Scott, how you doing? I’m doing great. How you congratulations, by the way. Thank you very, very much. You have a little social media topic for us today. What you gonna do? We’re gonna tease us with. Yeah, actually, it is a teaser because we’ll talk about this next week, but, uh, analytics. I mean, i heard part of the conversation about how do you know what you’re getting from? Your from your social media efforts and that that kind of goes to return on investment, you know, why would you actually spend time and money pursuing social media, right? How do you know what you’re getting from it? Okay. And that’s kind of been a perennial issue with just, you know, making those kind of decisions. So what do you have for us? Yeah. There’s. A lot of platforms out there. I know of three that are kind of my top of mind there’s hoot suite, which is a combination of free and paid for depending on the level of the analysis you want to do, uh, there’s, another one called market metoo sweet, which is kind of a new one. And it’s got a fairly unique approach to enable that was market me sweet market metoo assume suite is s u i t it is confectioner sweet. Okay, right. And the other one, which is maybe a cut above those two is something called radiant six. Maybe i am six. Okay. And that’s now a sales force dot com company. And they’ve got very interesting approach. They actually allow you to find the people that are talking about the things that you want on whatever platform there using whether it’s, a lichten group or yahoo group or twitter or facebook, or any of those and actually all at the same time, and then initiate conversations on the platforms that they’re using it’s really unique. And then they got all kinds of reporting stuff. Okay, um amy, do you have? Do you know any of those? You know, those sites or or? Any others that are useful for analysis of how you’re succeeding? Yeah, there’s, there’s tons of of platforms like that, you know, that range from frito all the money in the world that you want to invest in being able to track and report everything. I always recommend the organization’s start with a free version, no matter what, because until you’re tracking something you don’t know what’s worth investing in on dh you, khun get very sidetracked by all the shiny, shiny toys that are out there. I’ve used most of them, or at least tried them out. One thing that i do like about radiant six so that’s on the spend your side of what scott just shared. One thing that i do like about radiant six is that it has some tracking for the whole conversation. So you can say, you know, if you are using twitter, for example, to really grow your brand and change people’s ideas by getting your data and your knowledge out there, then knowing what percentage of the conversation on that topic you are a part of that’s. Incredible. Okay, thank you. Okay, scott. Cool. Everybody agrees. Excellent. And i know scott, you have to go. You coming down for a few minutes? Indeed, we are going to record next week, but that show that where scott and i will go into more detail on the analytics that’ll be the august third show. But he and i will be doing that next week. Scottie, thank you very much for calling in. Thanks, tony. Congratulations again and talk with you. Thank you very much. Thanks, buddy. Bye bye. Okay. Um, let’s see what we could do right before a break. Maybe another let’s. See another treasure hunt. Maybe we have two minutes before breaks. And so, uh, okay, perfect. So we’ll have another treasure hunt on the block. I have had a ceo of a popular charity rating organization on the show. This is a treasure hunt on the block. His last name is berger what’s his organization. Post your answer on the facebook page to win a copy of open community. A little book of big ideas for associations navigating the social web. So again, had the ceo of a popular charity rating organization on the show search my blog’s for his last name, which is burger and tell me what? His organization is and post the answer on the facebook page, and you’ll get the book for matty. Grant is also an antenna member. This incredible amy knows all these authors, really, i have to keep. I need better social social circles. I hang out with you more right now, we’re going to take a break. Amy sample ward, fortunately, can stay with us the whole show. Grateful for that. And and also after this break, we’ll have tony’s take, too. I’ll have another contest, and you’ll be maria semple with with about us and also jean takagi and emily chan. And again, any stays with us, so and i hope you do, too. Talking alternative radio twenty four hours a day. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit. You hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Money, time, happiness, success, where’s, your breakthrough. Join me, nora simpson, as i bring you real world tools for combining financial smarts with spiritual purpose. As a consultant to ceos, i’ve helped produce clear, measurable financial results while expanding integrity, passion and joy. Share my journey as we apply the science of achievement and the art of fulfillment to create breakthroughs for people across the world. The people of creation nation listen to nora simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com geever. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com if you have big ideas and an average budget tune, tony martignetti non-profit radio we dio i’m jonah helper nari team in co founders of next-gen charity. Welcome back to the one hundred show who it’s time for tony’s take two at roughly thirty two minutes into the hour, my voice is cracked like i’m like fourteen years old. Welcome, georgie city, newjersey! Welcome live listener judges, teenagers, that’s my dad’s birthplace it was greenville hospital in the greenville section of jersey city, and my grand parents used to live on mcadoo have in jersey city. So welcome jersey city on tony steak to right now, i first want to be very careful to say thank you for everybody who has been listening to the show. There wouldn’t have been one hundred shows i would not have been doing this for two years if nobody was listening. A podcast that nobody listens to is ah diary it’s under lock and key or what good is it so very grateful? I’m very grateful for lots of listeners, lots of support followers on all our different social media channels of the show. Thank you very much and a special shout out for a podcast. Listeners there are over a thousand of them, and right now i have a contest for podcast listeners. So live listeners, you’re welcome to listen. Don’t don’t don’t shut away, but this one is for podcast listeners. They’re going to win an intent t shirt and a pair of sunglasses, but after the podcast is posted and regina walton knows exactly the moment and second that the podcast goes live. And after that time, the first person who tweets the phrase non-profit radio has over one thousand podcast listeners, we’ll win the end ten t shirt and pair of sunglasses, so podcast listeners. After you’ve heard that podcast, go to twitter, use the hashtag non-profit radio and tweet the phrase non-profit radio has over one thousand podcast listeners, and i’ll leave it to your discretion when you where you want to put a comma in the one thousand that’s up to you, my blog’s, as always, is tony martignetti dot com and that’s, where you will find information about today’s show and that’s, where we’ll be posting lots of contest winners next week. We’ll have the contest winners posted on my blogged at tony martignetti dot com, and that is tony’s take two for friday, july thirteenth, twenty eighth show of the year. Right now we have lots of contributors with us, maria simple is on the line. How are you, maria? Great. How are you doing? Very well, thank you. Marie is the prospect. Find her she’s an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now and on twitter she is at maria simple. Welcome, maria. Thanks, tony. And congratulations. Thank you very much. I know you and you and amy and i are going to talk about email and online strategies, so we’re going to get to that that connection very soon. But let’s bring in gene and emily to what the heck gene and emily how you doing? We’re doing great many congratulations on your hundreds. Thank you, emily. Are you there or is genius speaking? Speaking speaking for you today i’m here okay. Jean takagi is the principle of dio the non-profit exempt organizations law group in san francisco. He had it. The popular blogger at non-profit law blawg dot com and he’s at g tak gt a k on twitter emily chan is an attorney at neo-sage principal contributor to that non-profit law blogged and on twitter she is at emily. Chan, welcome again. So and you guys were going to talk about who owns your twitter account? That’s? Really interesting. But let’s see let’s, start with maria and maria. You have some advice around coordinating email and social media channels. Yeah. That’s right. Tony, really? Email marketing is no longer just about sending out email blast because it’s all very share a bill now. So the beauty of it is you can take the communications and leverage them much further. Both us, the sender, but also the person receiving it can go ahead and forward the communications on their social media platform. Okay, forwarding. So is this done with a simple links in an email? Yeah, usually it’s done with that share, that social share bar that we’re also accustomed to seeing now that also it already has a little icons embedded into it. Okay, but certainly they can take the girl and cut and pasted in as well if they prefer to do it that way. But those social share buttons really make it great to be ableto take your communication and leverage it further. I mean, what what’s your vice around coordinating email with your social network channels. Yeah, we try to do that, i’ve seen organizations actually see big upticks because they see, you know, a message go out and then a coordinated message asking what people thought of it or if there was a video embedded or photo, you know, an action that they can then say, hey, look at all the people signing that petition or whatever, but another form of engagement that i’ve seen, especially small organizations that, you know, maybe have to staff or say three staff are not paid, you know, like just a volunteer organization used tools, you know, they don’t like that very first question getting spread too thin, they know they have email addresses, they’re not going to worry about facebook, so they really want to make those emails really good. Andi, i’ve seen people use a tool called group fine that allows your email toe actually be kind of alive, so i’ll send out an e mail to everybody, and i say, you know, we’re looking for your feedback about this event, you know, what day do you want it? And then who would you like is the speaker? You can embed those questions in the email and when people respond and you open your email, you see their responses live in your ok so people can see written out answers from other people in the community, etcetera. So you can literally start a conversation in an email because everyone is opening that email and seeing it and that’s why it was called group find group, vine group find like a great plan. Great. Fine group. Fine. Okay, maria, what what else did you want to share with us? You know, i wanted to share also that there is a site called nutshell mail dot com for those small organizations that are thinking, well, how do we begin? Teo, monitor the conversations that are going on elsewhere. You can actually set up an account with nutshell mail, i believe it’s free and you can have the three e mails sent you. However often you want throughout the day. So let’s say you’re interested in monitoring your e mail your social media communications and mentioned at the beginning of the day and toward the end of the day, not shell male will actually send you an email. Recai recapping all of social media that has been going on or you actually designate you’re interested in monitoring face focus your monitoring, lengthen or twitter. You designate which ones you’re interested in getting the communications about. And maria is nutshell male free. I believe so. Yes, it is. Okay. She says yes. Maria says yes. So yes. Okay. Excellent. Excellent. Maria way. Want to leave us with one other tip before we have to move? Teo jean emily a little bit. Yeah, i think one other site that i might like. Just drop and leave with you it’s something called social quick starter dot com and it’ll give you some additional ideas about how to leverage your email communications into social media. Okay, would you be good enough? Teo? Post these on the facebook page on the linked in group. Sure. All these free resource is. Thank you. I always appreciate you doing that. Thank you. Um, on dh, you’re welcome to stay if you want, you hang on the phone. Maria, can you cure? Okay. Excellent. But let’s, uh, let’s. Go to jean and emily and there’s some recent controversy around a case that involves whether the issue is whether a person on employee or the employer owns the twitter account after the employee leaves who’s going to who’s goingto give the fax an overview of the case familiar gene, go ahead either one okay, not go there. There was a case recently and arises because many of us are mixing our work and personal lives so much and i think that’s especially true when we’re using social media. Andi so for people who are on twitter on by all of us, i think are on twitter now we put in our personal statements as well, lazar our word promotional statements and do some branding for our companies and for our selves personally. So there was a recent case, probably the most well known that was filed in july of last year involving phone dog and an employee who’s named noah kravitz. Kravitz was using a twitter account that had phone dog is part of the twitter handle phone dog noah okay, promote the company and crab it’s left the employment, kept the twitter account and changed the handle to noah kravitz, his name but by that time, he’d accumulated over seventeen thousand twitter followers um, and months later, phone dogs decided to sue because they wanted the account in the followers, you know, suing for damages, they figured out that each follower was worth two dollars and fifty cents per month for eight months, and that ended up being three hundred forty thousand dollars in that complaint timesthe seventeen thousand followers that’s interesting that any idea how they came up with two dollars and fifty cents per month for ah is the value of a twitter follower? Well, that i think if i’m following you, i’m worth much more than that i’m worth, i don’t know fifteen or twenty dollars a month surely that’s definitely the big issue, and it may be a way that each organization values its prospects on customer list, but that’s that’s sort of each organizations proprietary information. I’m not sure exactly how they came up with that and that’s definitely one of the issues. Okay, i’m going to just ask amy, just this is a little date. Well, it’s an interesting issue. Yeah, but i know and we’ll go deeper in the law. But, amy, any sense of value, any reason research on how how twitter accounts value their followers in really indulgence sense? I don’t know, i mean organizations do it in different ways, in this case, it’s. Very different than, like many non-profits that aren’t tracking the our ally of anything or anyone. So they actually have the math, you know, to to do the calculation. But i think that for most organizations, their primary use of twitter was just the community building and never asking for anything you know, fund-raising wise not doing appeals. They’re not even doing customer service for other fund related work, but in litigation, as jean points out, there has to be shevawn cause of action and also damages. If you’re angry at somebody but you weren’t injured or damaged by it, then there’s no recompense in law. Anyway, you might get an apology, but so that’s how they valued. Ok, jean little digression. Sorry. Yeah, so well, that’s the basic issue and and of course, been final by finalized yet, so they’re still going into settlement agreements, and we’re going to learn from this, but we think this is going to blow up and be more pervasive because there are a lot of issues involved where employers are just not making clear who owns the account that out that and that creates, you know, potentially triable issues i have i’m sorry, i have a survey question and emily, this will probably leading to some of your advice around this. Do you have a written policy on use of social media accounts by employees? And about fifty six percent of people said yes at about forty five percent, forty four percent said no. So let’s, sort of close to a half don’t have a written policy. Emily, i’m sure there’s advice that involves written policies, of course, absolutely. With any policy, i think it’s important to think about what you’re actually trying to address. So even if half of the survey respondents have a policy, is it actually addressing the questions that are coming up in cases like phone dog versus kravitz? You know you may have policies about what can be put a on the twitter account, like what kind of content you’re supposed to push out. But did you actually address, you know, who owns the account, who maybe account, and you have guidelines for howto relinquish that account when that the employment end. So these are all the kind of questions that organization should be thinking about when they’re creating these policies. Now that these cases, they’re coming up, okay, and we just have a minute before a break. One more piece of advice. Teo, help stave off these these issues. I think just making any step in the right direction, you know, it’s hard to do a comprehensive policy, but to just tackle one question out of time, i think you can really help the organization in the long term just to say, you know, the employer owns the account and you give it up end. Making that clear is something that i think probably a lot of organizations i haven’t done yet. I haven’t thought about it, okay, you’ll stay with us. Of course, i like i love the name of that case phone dog versus kravitz. I don’t know if he’s related to lenny kravitz or i think of mrs kravitz from bewitched. Those of you remember that show, mrs kravitz, i believe, was the neighbor. I don’t know if noah is a descendant of any of them. We’re going to take a break and when we return, maria semple stays with us and jean takagi in emily chan and amy sample ward and i hope you two. You’re listening to the talking alternative network. 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Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. How’s your game. Want to improve your performance, focus and motivation than you need? Aspire, athletic consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Talking. I’m can burger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to the one hundred show that last love, amy’s little move that last drop where someone is that’s called a drop when someone is endorsing the show. That’s a pretty significant clue to one of our current contests. I have to leave it there. Amy, i want to ask you how, and ten manages ownership of social media properties and three organizations, all about social media. You’re all doing lots of things. How does how does that organization manage this? Sure. So we definitely do have a policy in place and it’s part of our employee handbook that everyone has to sign. So we know you at least pretended to write it. Did you mean emily chan, right? That policy for you? She did not. They did not. Well, it’s probably substandard, but haven’t i? I’m happy to say it some standard until they look it over, but we that the inten organizational account and ten org on twitter is the only one that is thie official voice event ten and we have policies in place that say who can have admin access to that? You know who khun tweet from the account when what kinds of things? You tweet, but then we also have some guidelines and parameters for using your own account and that we’re totally fine if you want to have your own twitter account and not be associated with antenna and never talk about us, etcetera. That’s truly finds your personal account, but if you do want to tweet about and tens work or in support of intent or anything like that, then we want to make sure that you say that you are an ant in employee in the bio so that if if, say, someone asked a question and you respond from your personal account and not the official account, they know it really was legitimate, you know, information that they were getting back, and it wasn’t just some random person trying to say this is how to use the site or something. So we want to make sure that it’s, transparent and clear in your profile, but we don’t own that profile. We don’t own. We don’t try and measure or anything, even those personal accounts, and then when you leave, well, then we ask, obviously, that you take the reference that urine and an employee out of your bio, but that’s it, it’s still your it’s your own account. Okay, jean, how does that sound to you? Well, we love and ten. And so you know in-kind well, okay, that okay, their policies, they’re probably pretty strong. And that sounds like that. Sounds like great. Those sound like great guidelines. And maybe one cautionary note. If you don’t do something like that. And you’ve got an employee that’s tweeting on a quasi work accountant starts to endorse a political candidate in this election year. You could get into a lot of trouble for your organization. Election hearing. We talked with her. Yes. You and i and emily talked a lot about that in a previous show. Election hearing and political advocacy. Okay. We definitely like to encourage people to vote, but we do not tell them who to vote for. But so what would happen then, jean if if amy on her on her on a personal account, that does say that she’s within ten started to endorse a candidate, what would happen? Well, those those words could get attributed, teo. Antenna if it’s an antenna owned, account controlled account and then that’s just a safety organization, it endorsed the candidates themselves, which is a violation of five twenty three and potentially jeopardised the five oh, one seat to exempt status of the organizations why you gotta do take steps to make sure that that doesn’t okay? And i guess, emily, that should be a part of your your polyp written policy, yeah, absolutely a cz much of the organization and its best interests, khun document that it’s doing its part to take care of its responsibility that’ll be helpful. So in the employee handbook saying, you know, if you do put that urine and an employee like you should know that is a five, a one tree organization, we can’t make these kind of statement was we can’t expect organizations to monitor all of their employees accounts, and then if the employer does become aware of something that happened, you know, documenting the steps you took to make sure that it wasn’t attributed to the organization, like having asking the person, maybe tio put something on their account to make sure that it shows that it’s their personal account i’m or even just as the organization with the accounts, you’re in control of making sure that you’re putting the information out there like that, we do not monitor employee account, okay, amy’s doing a lot of nodding. So i just i mean, generally that’s the way in ten manages things. Yes, yeah, okay, um, let me ask you, we just have about two minutes left. Can’t noncompete and non solicitation agreements be valuable in this? Also, jean. Yes, absolutely. So if somebody doesn’t, uh, have has a personal, own email account or started sorry social media accounts like a twitter account and brings it to the organization’s main competitors when they switch firms and that’s going to be a problem if they bring all the followers over oh, run so absolutely having a non compete but use traditional non compete agreement. But make sure that they reflect that there’s social media properties as well. That may be involved, i think it’s really important? Yes. Because in this phone dog case, noah just noah kravitz left the employment, but he didn’t go to a competitors, but yeah. Interesting. If if you go over to a competitive right. Absolutely. Yeah, very good. Let’s. See, i guess we should probably say goodbye, maria. Simple. You’re still there. I know i am. Um, let me give you one shot. Is there anything? Is there any more sight? One more site. You want a name in our last minute? Since we haven’t talked to you for a few minutes. Oh, boy. Uh, gosh. There’s so many great ones out there. One mashable dot com. Okay, mashable i love just kind of keeping. Track of what mashable is talking about in all things. Social media and always come up with some interesting ideas after i read one of their articles. Okay. And that’s. A very well known block. Jamie, you follow that also. Develop mashable. Okay, maria simple. Thank you very much, maria. Simple. Of course, the prospect. Find her. You’ll find her at the prospect finder. Dot com. Thanks for being on maria. Thank you. Congrats again. Thank you very much. Gene and emily at neo non-profit exempt organizations law group in san francisco. The block is no non-profit law blogged dotcom. Thank you very much. Both for being on. Thank you so much, tony. Congratulations. Thanks, gene. Thank you. Thank you, emily. Thanks for helping talk to you next month. Amy let’s. See in wrap up one thing that you want, teo leave listeners with about social media that we haven’t said that’s sabelo in, like, twenty seconds zoho i would say give tools a try on your own if you want. If you think that they could be used for your organization before you try and set up the organizational account, so you give yourself a chance to figure out. How it really works, what things you like about it, etcetera, before you set up that organizational profile and start directing people there and then realize, oh, actually, this is broken or whatever, you know, work those kings out on a personal account first amy sample warders, membership director and ten non-profit technology network, which you’ll find it, and ten and t e n dot or ge and a contributor to stanford social innovation review her block is amy sample ward dot org’s amy, thanks so much for being a good yeah. Thank you for having me. Congratulations. Thank you very much. Real pleasure. Next week, we start to move to show number two hundred. Trim tab marketing. James eaton is president and creative director of tronvig group and the metaphor of trim tab as one person who can move an entire society has professional and personal meaning for him. And he’s gonna explain how something very small can really have a big impact on your marketing and had to figure out what that small thing is. Also no more crappy corporate partnerships. Another interview from the fund-raising day conference will have two people who were speakers at fund-raising day. And they want you to take a holistic approach to your corporate relationships because your charity as real value for companies and they have a lot more to offer you than just money. We’re all over social media, you know that by now you can’t open a new tab on your browser without a head on collision with tony martignetti non-profit radio, you know, we’re on linked in, you know, we’re on facebook, you know, we’re on twitter use that hashtag non-profit radio lynette singleton, thank you very much for your live tweeting today i’m on four square! You can follow me on twitter also, and those are all the ways oh, youtube, i forgot about that itunes you want to become a podcast listener non-profit radio dot net takes you to our itunes page what does it mean when a cause long out of spotlight raises one point six million dollars in just two years, an idea grows into a powerhouse helping one hundred seventy thousand people each year, and when an agency raises three point eight million dollars in government grants in six weeks, it means lap a has done its job lap lap a lap of fund-raising dot com for your campaign grants and planning needs. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer of tony martignetti non-profit radio shows. Social media is by regina walton of organic social media. Regina, thanks for all your help today, and the producer of tony martignetti non-profit radio is john federico of the new rules. I hope you will be with me next week for the one hundred first show. Tony martignetti non-profit radio, one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the good ending. You’re listening to the talking alternative network. Get in. Thank you. You could. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Buy-in oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. 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