072: LinkedIn Lovers & Your Board Can Fundraise – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Geri Stengel, principal of Ventureneer; Marc Halpert, principal of Your Best Interest; and Maria Semple, The Prospect Finder

Dennis Miller, principal of Dennis C. Miller Associates

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

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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i am your aptly named host it’s friday, december twenty third, two thousand eleven i sincerely hope you were with me last week because if not, you screwed up, you would have missed facebook fundamentals with john hayden principle of inbound zombie and co author of facebook marketing for dummies he covered getting your non-profit on facebook had a start had a facebook fund-raising attract fans and integrate with your other channels, you would have also missed your fresh faced website are regular tech contributor and the editor of non-profit technology news, scott koegler shared his thoughts on your freshened up website when different handup are you on message? Trude emission, do you have your call to action this week? It’s linked in lover’s jerry stengel principle of venture near mark halpert principle of your best interest and maria simple, the prospect finder and our regular prospect research contributor show their love tto linked in for research, branding, donors and volunteermatch judgment, recruiting board members and more that was recorded at national philanthropy day, hosted by a f p of westchester county, where we were a media sponsor, and also today your board can fundraise dennis miller principle of dennis c miller associates a lot of principles on today they’re three principles, so you’re gonna get your knuckles smacked if you’re not paying attention. Dennis c miller a dennis miller principle of dennis similar associates is going to help you motivate your board for fund-raising with training, proper expectations, meaningful experiences, leadership and mohr and that was also recorded at national flandez b day between the guests on tony’s take two my block this week is say thank you before you have to make your gratitude sincere, not out of embarrassment. Talk more about that on tony’s take two. We’re live tweeting the show. Use the hashtag non-profit radio to join the conversation on twitter. This show is supported by g grace corporate real estate services, and we are grateful for their support. Right now we take a break and when we return linked in lovers, so stay with me. Dafs you’re listening to the talking alternative network. Dahna are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl. Offset. Two, one, two, nine, six, four, three, five, zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio i have for you now a pre recorded interview linked in lovers from national philanthropy day just about two months ago. Three people expert in lincoln sharing their love on lincoln on here is that interview welcome to tony martignetti non-profit radio coverage of national philanthropy day. We’re at the edith macy conference centre in briarcliff manor, new york, hosted by the association of fund-raising professionals westchester chapter was just a county chapter, and joining me now is mark halpert, managing partner of your best interest. Jerry strangle, president of venture near and maria simple, principal of the prospect finder and you’ll know maria because she’s, a regular contributor to the show there are seven our topic today at national flandez every day is linked in jerry single why is linked in why does it deserve a ah seminar old by itself? Why not general social media? So i’m going to first tell you what lincoln is not, and that’s not a stodgy place to put your resume. What it is is a research database of one hundred and thirty five million affluent influential people that you khun b, you know, approaching for donations. So you’re so you’re saying we can use lincoln as ah, a research tool? Absolutely. Absolutely so it’s it’s. Very simple to search. You’ve gotta form. You’re filling out geography, industry title passion. What klaus is people are interested in and you draw up a list of people that you’re connected. Tio okay, mark. Mark albert, are there other uses for for non-profits and linked another than the prospect research was ability wise? Yeah, sure. What you want to do in lincoln is you want to fill out the profile completely and thoughtfully with the right terms. The right words know what sections of lincoln’s profile are searchable. So you can get found when people are actually searching for you? Yes. And they want to go one step farther than that. And you want to make your entire organization your tire non-profit people in the non-profit and the non-profit itself look as good as you can. Everybody, uniformly. Okay, so we’re we’re scrutinizing all our employees linked in profiles. Is that what you mean for your co-branding it’s? Part of branding. You have to have the right brand, everybody. Has to tell the right story if you have the executive director who doesn’t tell the story, but the people underneath him or her who do tell the story of a disconnect, and we see that a lot with non-profits we’re trying to work with non-profits to understand this is a total package for the entire organisation, but its fundamentals are the people themselves everybody’s gotta look really good, maria simple. Well, we’re talking about prospect research, and we’ll go into more detail on that co-branding what’s another reason that non-profits should be involved in lincoln? Well, you know, you can make an awful lot of great connections in terms of looking for additional donors, allied professionals, board members for the organization so it’s really a treasure trove, rove of trying to connect with some people who are out there right in your own communities, if you are community based organization and you can do searches filtered right down to a specific zip code. For example, if you’re looking for people with a specific expertise or an interest in the type of programming and services that you provide, what can we do around allied professionals? First let’s tell people who want to keep you out of jargon jail, but i mean, if you’re if you’re in drug in jail, you’re not going to come back and be on the show again, so keep you out of there. What do you mean when you say allied professionals first? Well, allied professionals might be, for example, if you are unorganised ation like the civil liberties union, for example, you might be looking to connect with mohr attorneys right in the in your community who could be potentially great volunteers and board members for your organization. So this would enable you to identify some of those professionals in your communities who can help benefit your organization, not only perhaps, with their time, but with their money as well on dh, how do we find them? Well, there is an advanced search page on linked in and s o it is right next toothy search the general search box, you click on advanced search and you’ll come up with a whole new page to do the searching. Now this is free, by the way. We’re not talking about a fee based portion of lincoln. The advanced searches are free and the data results are really quite amazing, mark, you talkto about branding and and uniformity let’s say a little more about that cause i think it’s an aspect of social media that that non-profits aren’t paying that much attention to their thing about their message going out, but they’re not thinking about what they look like as they’re conveying messages. Well, one thing about lincoln it’s really unique, and i think it’s separates it from facebook, where a lot of non-profits are really doing a lot of work that lincoln is the audience. A lincoln is a professional man and woman who look at lincoln all day long in their business day. They might not look att facebook till they get home if they even do that in the evening so people can look at lincoln and commit to each other, work with each other, communicate with each other i have non-profits that exclusively used lengthen as their communication with their constituents. For example, a school in stanford, connecticut, they realise that all the parents in their school are professional so they don’t mess with facebook. They go directly to lengthen to have their parent teacher organization communications go out so it can really depends on who you’re trying to attract and how to convey the information. It’s branding, it’s specific, targeted communication skills and it’s, just a tremendous tool. It gets better and better every day. I think there’s new attributes toe linked in like two or three times a week, where they’re taking something they’ve had for about three or four years, and they’re just tweaking it a little more. This week. They tweaked events last week. They tweet some parts of your profile that you probably never even knew. You had to fill out our could fill out it’s there’s places to go in tow, lengthen that are not completely obvious. That’s, what the three of us do. We’re going to show in our seminar today where to find all this good stuff e-giving ending, ending e-giving. You’re listening to the talking alternate network e-giving. You could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall. This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Lively clamber station 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. Dahna and i’m tony martignetti one of those commercials you heard was betsy cohen, psychic, medium that’s, he’s going to be a guest on the show on friday, february tenth, and what is a psychic medium going to do with respect to non-profits? You will have to stay tuned. If you really want to know in advance, then you can always sign up for our email alerts weekly email alerts on the facebook page. But, yes, we’re gonna have a psychic medium. Betsy will be a guest. You’re listening to my interview with jerry stengel, mark halpert and maria simple, linked in lovers from national philanthropy day at the a f p, westchester county. Yeah, if the westchester county and here’s the rest of that interview jimmy jerry what’s some of that job so excited by the good stuff on lengthen, i’m going, jerry strangle jimmy, jimmy she’s a gem, but that’s not her name. So we’ll share some of these hidden treasures in lengthen. So actually, i want to take a step back and talk a little bit about some research that engineer conducted over the summer and it’s going to be coming out within the next few weeks. Lengthen is the most underutilized and underappreciated big social media among non-profits and yet it has the greatest potential. So if you were to look at small businesses versus non-profits use of link in among socially active non-profits it’s about fifty percent using length in versace for small businesses, that’s about seventy percent. And among power users people that really, really use all social media extremely well, it’s eighty percent if you look a thie effectiveness rating non-profits have a very effective rating of eleven percent versus power users, which are thirty nine percent so a dramatic increase and the reason is that non-profits don’t get what lincoln really is and that that is a research database, so maybe seven percent of non-profits or using it it’s, a research database vs power users, which it’s about forty four percent and very few about not very few, but about a quarter of non-profits using length in to get an introduction vs power users, which i think is about fifty three percent, this is this is all very interesting cause we’re using we’re talking about using linkedin for branding for prospect research, but also for research beyond prospect research, this advanced search that maria was talking about him and the effectiveness reading that you’re talking about jerry. Now, how is this effectiveness rating determined? What does that mean? Really? So it was self reporting, it was a four point scale of of of the number one would be very effective and number four would be not at all effective. So, you know, whoever was answering the survey got to rate themselves and say i am very effective at linked in or i’m not very effective at lengthen, and if you look at other social media, facebook and twitter had much, much higher ratings and it’s that again non-profits aren’t getting powerful uses of linked in which you can use it to find board members. You can use it to find staff, you can use it to find strategic alliances. It’s not just about finding donors, maria simple, most underutilized yet most promising social media property. I would agree i would agree wholeheartedly with that, you know, i when i’m talking to a nonprofit organization about their presence in the social media landscape, for example, we don’t discount to the other avenues of social media. But then once we get into a discussion about what, what lincoln khun do, not only for you professionally but for your organization in terms of your organizations, growth, etcetera and brand matter-ness you know, in addition to having the individual profile pages of an individual, i think it’s important to note that there are the business pages, the company pages and non-profits can have a free, as they call it company page on linked in again, there you are being exposed in a professional environment toe other business professionals. And why not? Why not have a presence in that space as well as mark indicated about the search ability? You want to make sure that you have certain keywords there for search engine optimization, etcetera. So this is an opportunity for you to take advantage of another free tool to have not only your professional profile there but your organization’s business profile. Your organizational profile work. Where do we find this business page, or how does an organization find the place to create it’s business page? But i don’t think this is widely known no it’s, really not widely known, and in fact, it’s just been expanded considerably in the past couple of weeks. I just finished a five piece log piece on how non-profits can really blow out there. Not other company profile page, uh, it’s it’s, several layers deep it’s not just filling out forms it’s about thinking and using the peace of the web that is lincoln’s company profile page in an intelligent way, and telling the story of the non-profit what is the non-profit do? What of the products for the services of the non-profit offers and then under those products and services layers, talk about in detail. What does it do? How is it of any use? Why is it a compelling place for somebody wanted no more about it or give money to it? And then you can even recommend certain products or certain services of the non-profit right on the linked unpaid, so it builds. I built a lot of attention, it’s searchable. It builds a lot more credence to what the non-profit does than it normally doesn’t. Often these not these non-profits are suffering with really poor websites, and this makes the website less important, and it puts more eyes on lincoln. Where do we go to find this house non-profit leaders going to linked in islington dot com? But here she is in their own personal profile. Where do they go from there? Are you able to talk them through to find the place where they start to create their own business page? Sure, when you go into your when you land on linked in your in your home page at the top right of the home page, there’s a search box and there’s a downward pointing arrow that’s right now probably says people as you’re looking at your website because that’s at your lincoln site that’s really where, where it defaults to click where it says comes down to it, says companies on the dropdown, click companies, and then you can type in a search for any company that has a linkedin page. If it comes up with no linkedin page, which many non-profits test to see who has done this for us have have we haven’t done it, then you can add a company profile page. Think about how you add the pictures of graphics, the logo, the language, how you’re conveying your non-profit do you need help? Do you need money? Are you looking for something and ask? Don’t be afraid to tell business professionals we’re really folks, this is where the money is right now in this type of economy, ask for the help you need. Mark alpert is managing partner of your best interest jerry stengel is president of venture near maria simple is principal of the prospect finder and a regular contributor to the show, and we’re talking about linked in at the national philanthropy day hosted by the, uh, association of fund-raising professionals, westchester county chapter jerry volunteers hyre hyre can we use advanced search to help find people who are likely or even just possible volunteers for our organization? So i’m so glad you asked that question because linkedin just pretty pleased with myself. Now that since you said it all, i’ll reveal my own pleasure with it, so lengthen just added a new feature for volunteer experience and causes, so i really want to urge every volunteer every non-profit fresh inal to fill out that those fields within their profile, because that’s, the way that a non-profit is going to be able to find you, and you can be found for a non-profit that maybe you’re not aware of, but it is in your sweets, but in the claws of the passion that you really care about, so you’re encouraging an organization to encourage their they’re volunteers to fill out their volunteer section knew volunteers section and their own personal profiles that right? Correct. So i really want to encourage a non-profit to encourage every management person, all staffers, all volunteers, including and most especially board members, to fill out and blow out their profile on more specifically to fill out that volunteer experience and cause section markers were encouraging volunteers, everyone in this in the all the constituents to do this, as jerry just said, how can we ensure that there’s going to be consistency across all these different profiles in the way they describe their work or they’re volunteering with our non-profit how can we ensure consistency? Well, someone on the non-profit staff needs to have ownership of the company profile page and tell the folks who work in the non-profit or that our volunteers or a board members, the message that the organizations the whole wants to convey, each person can put that into their own words, but let’s be consistent in the eventual message that’s being put out there. The wonderful thing about lincoln is throughout the profile that you individually have you khun say in so many ways, how really special you are how people need to know more about you, there’s nothing wrong with saying that today’s social economy. So tell people how you stand out from the crowd and if you’re really pay proud of the non-profits you work for or work in, tell them how you and your non-profit stand out in the crowd, it’s simple. You just have to think it through, write you would stop short, then of of scrip eating on, giving specific language, you wouldn’t go that far. You really wouldn’t want to go there know that that becomes too stilted. I think the one thing about social media is it’s a very natural to very from the gut type of thing of expression, and this is a way that you need to tell the same message, but you need to say it in your own words. I really encouraged my clients to really express who they really are as opposed to tow a line. Maria, do you have more advice around what you’re encouraging volunteers and employees and other other constituents that are close to the organization to say in their own linked in profile? Now, i do. You know, i concur, though, with both mark and jerry, that this is an opportunity for the non-profit again to get their name out there, because if let’s say you have between your board and your core base of volunteers, let’s say you’ve got one hundred people right that’s, one hundred ambassadors for your organization that if they on their own individual profiles, indicate that they are a volunteer with x y z organization. Then again, it’s another place on the web where your organization name is mentioned. So, you know again, it’s is just getting out there getting that exposure, so it’s an opportunity for you to have yet another free venue to have to get your name out there. What else, maria? That that i haven’t asked about linked in that you’re going to be bringing the three of you going to be bringing out in your seminar later, pretty much covered it. Mark and jerry, have we left anything out? So there’s one point that i want to make and that’s our non-profits complain the most about the amount of time that social media takes and how are users? Interestingly, spend the most time twenty five hours a week on social media do not complain at all about the time because they’re getting the value out of it. And the last point that i want to make is when i got into social media, the easiest one for me to do was length in, and it was the least time intensive, so i think you’ll get the most out of length in as a non-profit what’s been your experience, geri what? What kind of payoff have you seen from? From link from the time you do spend on lincoln, i get a lot of traffic directly to venture near. Which provides webinars and free education. Okay, mark, about your what’s been your your return? I guess on lengthen. Well, i i have another business in aside from being a linked in coach and i get business, i book business actually into that business from people who find me a lincoln or refer me through lincoln. I just booked up good size piece of business out of san francisco this past week from it. One thing i want to add to a jury saying, yeah, you can think it’s time consuming, but an investment in you there’s no better person to invest in in your personal brand than to use linked in and keep commenting on things that you said that you read in information you want to convey, give more than you receive. Pay it forward talk about items that are of interest to your articles. You’ve read in a headline update, and people will remember goods stuff that you share with them, and then you’re in their eyes again and again, and people come to me and say, oh, i just saw your update. I forgot i needed to talk to you, then i think i’m back on the radar again, it’s. Wonderful, your personal page and your business. And the organization is not sitting well, maria, anything? What has been your return on the time you spend on lengthen? You know, i think for me, lincoln has really kind of served as my my repository for managing contacts. You know, we talk about all these fancy give contact management systems and so forth, but in terms of me as a business owner, if i meet somebody at at a networking event or at a conference like today and if we exchanged business cards, if that person does not have a presence on linked in, unless that person is going to make an extremely extraordinary effort to stay in touch with me, it will probably drop off, however, were on linked in. Then i’m occasionally seeing their updates, their post there seeing mine. And we’re staying front and center with each other in this world that is just so incredibly harried and fast. So again, it’s it’s an opportunity. I think mark touched upon sharing of information. It’s a wonderful way for you two if you can. As a non-profit executive, this is what i tell non-profit executives. If you can at least once a week once a week, have something intelligent to say on your update box, you may have an article to share that you’ve read elsewhere. You don’t have to make it up yourself if you’re speaking somewhere. If your organization has an event, you’re sponsoring something, this is an opportunity for you to get the word out, so that update box is phenomenal and we’ll help you can’t keep your network in the loop with what’s going on, the topic is the underutilized yet most promising of the social media properties, as jerry stengel said, linked in and the speakers are mark alpert, managing partner of your best interests. Jerry stengel is president of venture near and maria simple is principal of the prospect finder. Mark jerry maria, thanks very much for joining me. Thanks so much. Thank you. Thank you. Been a pleasure. This is tony martignetti non-profit radio coverage of national philanthropy day at thie edith macy conference centre in briar cliff manor, new york, hosted by the association of fund-raising professionals westchester county chapter my thanks to those three linking lovers that linked in triumvirate we take a break now when we come back, it’s, tony’s, take two, and then my interview with dennis miller. Your board can fundraise, so please stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio reminder that we are live tweeting the show use hashtag non-profit radio it’s time now for tony’s, take two at roughly thirty two minutes into the hour. My block this week is say thank you before you have to. I had a couple of businesses right and call me to thank me for being a customer of theirs, but they really weren’t showing genuine gratitude because my credit card had been canceled because the number got compromised. So these were a couple of businesses that i had automatic payment set up on, and i had for gotten about those on dh, you know, so they couldn’t get the money. So then all of a sudden they needed, you know, one of the number, and along with that request for my new number came how grateful they were to have my business. But i think at that point, it would’ve been embarrassing for them not to have said that because i had been a customer for three years with one of them and between five and six years with the other, so and that had never heard any expression of gratitude from either of them before that. So that got me thinking, you know, why? Wait until you have to say something to somebody like we need your way got to get back in your pocket to say thank you. Why not show gratitude at other times when it’s not embarrassing to not show the gratitude? And i think that has implications for fundraisers and that’s what my block post is about. So say thank you to people, whether their donors or colleagues or loved ones, whatever before you really have to say thank you, because then it’s really genuine that is tony’s take two for friday, december twenty third, and you’ll find the more on that subject on my block at m p g a devi dot com i have an interview now also from the association of fund-raising professionals westchester chapter national flats every day, and this is with dennis miller. Your board can fundraise here’s that interview welcome to tony martignetti non-profit radio coverage of national philantech thirty day where the edith edith macy conference centre in briar cliff manner, new york, were hosted by the association of fund-raising professionals westchester county chapter my guest now is dennis miller he’s, the president of dennis c miller associates. He works with leaders of non profit organizations who want a more motivated and cohesive board, and his seminar topic is how to engage and motivate your board to participate in fund-raising dennis miller, welcome, welcome, tony, thanks to be here, what’s the challenge that you see among non-profits in getting their board to do fund-raising it’s a combination of these probably the basic premise behind why boards are we’re looking to get engaged is because they don’t have the confidence we don’t do a very goodjob when we’re recruiting board members to explain up front of what we want, what we expect of them. Ah, and then the second thing is we have unrealistic expectations off our boards, we think just because we now have recruited the president, the bank, well, the vice president, business development to join our board that they know about fund-raising and they don’t, so this is both an art and a science, and i have to be taught it the other thing which i talk about, let me just stop you for sex so they might be very sophisticated in their practice in their business, very successful, but that doesn’t mean that they know charitable fund-raising it doesn’t translate, you might be the best attorney mass marking person. It doesn’t translate the fund-raising and what i help my clients with tony and what i write about in my book is sort of the ten cup theory to the investment theory and the ten cups there goes something like this, and when i was a little boy, my mom took me to radio city music hall during the holiday season, and you had to kind of go through the port authority from new jersey. It was always a guy selling pencils and a ten cup when a leg looked like that one leg on some cardboard box, and most people perceived fund-raising as begging, um, and and the biggest fear they have is a sense of rejection. So most people are terrified of fund-raising because they see it as begging and rejection. And so how how we start to look before we get to breaking that breaking that down, let’s, start about talk about something that you you mentioned earlier, setting expectations for boardmember zoho where did when do? We start to set the expectations we need to start that, tony, when we begin to identify and recruit boardmember is not after when we are looking for board members. We need to be looking for up front, you know? They have the capability of being aboard leader don’t look for the board chair when the board chair steps down. Look for the time, recruitment is the same thing with philantech buy-in friendraising let him know the expectation, let him know the kind of dollar range you’re hoping for them to make a contribution for. Let him know what you’re kind of activities with special events or how to help him open up doors and cultivate, let you know, up front what is expected. We often fail to do that. We have a sort of the warm heart theory we’d rather get you want to board any price, even if we think, you know, we don’t want to make a fun of is it might scare you off the board that’s a big mistake, because fund-raising is a critical function of boards. It’s a huge mistake, and so we get into this situation where you know he went the development. Office becomes extremely unhappy because the board isn’t helping out. The board feels very frustrated with development office because he or she is not raising enough money comes out of a vicious cycle and it goes into these russian and round around again. Yeah. Do you like to see these expectations in writing? Oh, absolutely. I i believe it. This should be actually individual boardmember responsibilities that you actually sign when you come on the board, you should sign up for anything. Everyone time you have a new term, i think should be heavily discusses, part of border orientation at a board meeting, and you kind of build a culture of not just responsibility, but you build a culture of accountability and we a sector itself, generally speaking sort of failed to do that. All right? So let’s, go back to what we were. We were on the subject of begging, though. So how do we get people to recognise board members that this is is not begging. This is giving to ah, critical mission that you’re supposed that you’re in love with. What did i do? Tony is i asked a very simple question at a border treated at a board meeting. Tell me what your top achievements are. It is amazing to me how many organizations struggle to tell you what their achievements are. You know that. So you start with the process of getting people understand that why do people really give money? And they really give money now besides they give to people, though, because they’ve been asked to give to someone they trust respect. The two biggest changes have taken place in philanthropy over the past decade or so is people now give the success not the stress and they give the opportunity is not needs. So the key to success is to begin you organization and understanding. What are yu achievements? How do you measure success? What is the value? You’ve righted a community. How do you make a difference in lives of others? Are outcomes is another way of sound. How do you measure your outcomes? And what are they? And how do you measure them? Because it’s all now about investing in your success not about giving to you distress. And when you were in that mindset of the ten cup theory, the board is not going to be engaged. Your development dahna gay so what? I teach people in both my my speaking by lectures in my books and my consultation is is how to make that transition and part of it is is a process, but it’s, how do you find a meaningful experience for the board? How do you just move the board level of participation up from just being produced shares your teaching to being a partner in a leader? How do you keep newly re examine your mission and purpose? How do you constantly strive for success when board members feel responsible for your success? They’re more likely to be engaged, okay, let’s, break some of those down the meaningful experience. How do we now? We’ve recruited a boardmember we have hopefully set the expectations correctly about about around fund-raising and that’s what you and i are talking about motivating your board for fund-raising how do we make fund-raising meaningful for the new boardmember geever when i tell people talk to people and by the way, i mean, i did this. I’m a former ceo moflow boy chair, so i i’m i’m not just a consultant. I’ve done this for myself, so if we know we know. Your bona fide okay would have had you on a few repression in your credentials. My point to your listeners that yeah, i think it’s the job of the board chair and the job of the ceo to identify the talents, unique talents, each unique boardmember has tried to find some way of bringing out that talent, given some responsibility, find a way to engage them so they feel a partnership with you, not just handing out, you know, job, job, roles, responsibilities and put him in a little box that don’t cost my box. The key to success is moving a boardmember from the founding fiduciary strategic board, the one of leadership i think when you have a leadership board and their work with you and they’re sharing ideas and sharing experiences in asking questions, what exactly can become more engaged? How are we going to get to what they’re what they’re individual personalities and expertise is around fund-raising how do we get out of the ceo and the board chair? Assess what each person is going to be good at? Well, day is start again. It starts with your expectation of fun. Okay, you have to find out. Some people is it just a conversation? You just engage people? I think it’s a combination of process. It’s it’s what i tell people time you don’t put a ten year old up a bit but played a yankee stadium expect made a home run, we have to help people build their confidence is we’ve got to find small ways of building success, the more steps foot success. It helps build their self confidence, and i find it’s all about confidence building and and we need to do and what better job as ceos as board leaders and helping develop the compass and others? It’s not the people don’t want to do it so other people don’t want to help you raise money. They’re afraid too, and they’re not sure how to do it. But so it’s about the only self confidence they do want to help you because they love the mission. They want others to love it and they want to see it thriving. Absolutely so it’s it’s about how do we how do we help other people build conquered now? Everything that i’m sorry i cut you off. But that yeah, that the idea that i think. Is important is that every a person doesn’t have to be asking for a gift. I mean, aren’t there a lot of things around? Fund-raising and everybody doesn’t have to be sitting face to face and asking for a donation. I agree with that, but i mean, that’s scares to people the jitters when you ask himto you’re gonna be asking others for gift here, i actually don’t even sometimes i want my board to be asking, but when i want my board to do for me eyes too, i want to advocate for my mission. I want him to tell their friends and neighbors how proud they are to be part of the organization. I want them to help open up doors and helped cultivate relationships. That is the most important thing that i want i want what development officer seo wants us have the board helped cultivate relationships, and you do that, and you’ll do that when you really begin to feel passion about that mission and that’s the key that’s, the key to success it i’ll be the ceo, and i’ll ask him for the gift or someone else that knows him much, but may have been a gift. I want the board to help open doors and cultivate relationships. I also want them to help identify potential, give potential. I want him to write a little personal note on the annual appeal. Hey, tony, hope we can count on you for support again. Dennis. Uh, that’s, but i want my board people okay, we start off with this fear we you know, we immediately say we’ve gotto asking us. Forget for gas that’ll come in time. We certainly may want you to ask people for sponsorships for events which was all provoc comes their bottom line, but i’m not a big proponent of actually have the board do the asking until they are ready for it until they’re mature is boardmember until we’ve built up their confidence. So we let’s, let’s, let’s break some of these down opening doors. How how can a boardmember be helpful in making introduction open indoors, hosting events or just bringing people to the agency or what? Tony there a number way, certainly bringing a friend or a colleague to a special event and let him get a chance to see the organization meet some of the people your organization, so that’s very helpful. Number two is that when you were out a meeting? Um, uh, one of your board meeting. So when you’re at one of your membership meetings or in your country club over cocteau, tell people about how much he enjoyed being on this organization what’s going on, and then one of things that is great to be able to do is if you can host like, a cultivation event at your home, maybe for ten couples, you know, five couples, some wine and cheese. Ah, tell him about the organization. Tell me want to take on a come on? The tour introduced him to the president. It’s a it’s, a it’s, a relationship building its cultivation building. That is the ideal thing. If you ask most development office that’s what you got there, boy, we’re going to break those down into we’re gonna get into some more detail. I just want to remind people that dennis miller is the president of dennis c miller associates. He works with leaders of non profit organizations who want a more motivated and cohesive board on dh. Dennis and i are talking about motivating your board around fund-raising you mentioned assessing gift potential of aa prospect how would a boardmember help with that? Well, one the boardmember may have some sense of their home values, their wealth. They may know if they’re making political contributions, they may have an idea how they’re doing economically. Not so they can share that now. There’s, you know, beyond the scope of my discussion with you, tony, today and, you know, a lot of people like maria semple, others who’s sort of evaluate, you know, give potential for people in all the different software that are out there but a boardmember if they know someone probably has a fairly good idea of what they think that potential maybe, okay, maria simple, of course dennis mentioned is our regular prospect research contributor, and we’re also going to be talking to her later today on the subject of linked in which she’s covered on my show as a contributor. But she’s on a panel today talking about linked in what about thanking donors? You mentioned that board members could be useful in that respect, how lett’s flush that out. One of the best ways that i think to get bored, engaging fund-raising is a thank dahna what? I call a stewardship night, stuart. Tonight is where every boardmember may get five, maybe ten names and it’s scripted, and so if you made a gift when it’s one hundred dollars for a thousand dollars each, boardmember is it provided a a script of calling the donor and say, listen, hi, dennis miller, i’m on the board of whatever i want to thank you for the for the gift of one hundred dollars you gave this year because your gift we were able to do the following thing, do somewhere children, pediatrics or whatever, and what it does is connect you with the person. Therefore there people like to be acknowledged for the gifts and the more likely that you mouse and thank them, the more likely they are to attribute you in the future. It sounds like the sole purpose of that call is to say thank you. Thank you. And would you make another gift? Not a tournament, if you gotta. You gotta thank him. S oh, that’s. A big way. Yeah. You’re gonna mention another well, the the the other way is obviously is you know what, with little personal notes and little letters thanking him. Um and obviously, you know, that kind of a process, but you want to when you personally don’t, but if you don’t know, have the board divide up some names of donors and make that call that you absolutely do not want to thank him for the gift and ask him for a gift that defeats the whole purpose of okay, what about for ah, institutional fund-raising so when if the non-profits going after foundation or corporate support, how khun board members be useful there? Well, one of the ways that a boardmember, um, useful, that is first we’ll take a look at who’s on the board or who’s on the executive team of that corporation or foundation that you’re splicing from, it really helps if you can maybe identify someone to say, listen, i don’t know the person, but i know the firm they worked for, and i know someone who works for that firm, so maybe we could make an introduction that’s one way number two, the border be very helpful if they can review that foundation of that corporation, their website, along with the development officer, look at the criteria of why they’re e-giving too often people. Just send in grant applications without understanding the criteria. What they’re looking for. A good automatically, you know, neglected or rejected. So that’s, kind of where i think the boy remember all complain. Talking alternative radio, twenty four hours a day. Metoo 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. 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 needs better leadership, customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. Website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective, be happier and make more money. Improving communications. That’s the talking all calm. 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. Oh! And on tony martignetti non-profit radio your listening to my interview with dennis miller, your board can fundraise here’s the end segment of that interview. Okay, so it’s a flesh out the details of that you would actually be sharing with the board a list of organizations and people who are affiliated with that organization to see who knows who. Absolutely. Tony, what i would do is maybe identify the top ten corporations of foundation were trying to put into our package of solicitations for show who’s on the executive team, show who’s on your respective boards and ask people, did they know anybody? Or do you think they know somebody can get to somebody? It’s really helped? Well, two pride of submitting an application if you can build a relationship. What i have done in the past is obviously, is if i know the person on the corporation or the foundation ask if we could have a cup of coffee with my client, set up a little meeting, and then usually they will say, you know, we’re not focusing this year on that, but we’re focused on this so they can help. Much weaker, you know, picked from falls. A bit better. Is it appropriate to ask a boardmember tau host events or in their home, perhaps? Or is that going? Is that going beyond? No, i think that’s a responsibility. I don’t think it’s realistic that you’re gonna have everybody you ever border fifteen people, you know, they have two or three people a year. Maybe host a little event at their home. It doesn’t have to be. Some may know major gallop. A host of friends at their home barbecue. You know cocktails, hors d’oeuvres i that’s a great way. It’s. Everybody know everybody bring five or ten people. I mean that’s. Ah, i chaired the board of ah of st joseph regional high school in mont phil for a number of years. Shared their camp st joe’s. I grew up in altum pan. My friends went to st james so my son graduate. Oh five. And you know i have people come over my house was pretty cool because at the time, mayor rudy giuliani son went there. We had a cultivation at my house. We had one at major lee anne’s house in the city. And you know it brings people involved, engage and breaks. Breaks the walls and a little bit people were probably impressed with his home, but he doesn’t own that the taxpayers own it. So actually it’s gracie mansion, so don’t you know, let’s, let’s keep it he’s no longer the resident there ever was, and he never was the owner. He was in private residence at the time. You got a crazy man, okay? Hyre and that’s another way of helping to build confidence, i think cause you’re finding something that boardmember can easily do host a half a dozen or a dozen people in their home said i think, you know, i’m kind of go over this again, the biggest thing that we fail to do as ceos, developing directors of board members, we what i’m actually think because you’re depressed, thank you should be confident doing this and they’re not, you know, it doesn’t translate, so we have to help build that competent those organizations that spent some time and energy and investment and trying to build their confidence, the ones that have the boats, powerful success, long term success, increasing donors and increasing dollars in just a minute and a half that we have left are so don’t us, what about the recalcitrant boardmember now they’re on, they’re already on the board, and they’re just not willing to help with fund-raising in any of these respects, whether it’s hosting an event or asking people, they’re just not willing. Well, the biggest thing that i do with my clients is i look at the find out, particularly i do a lot of board governing board performance assessments, do you have a re appointment process and what you want to be able to do is listen, not everybody is going to be able to host a party. I do expect for my clients that every boardmember make a personal gift annually to the organization, not so much, you know, forgetting something returned like a golf batting or gala to make a gift subject to you means now again, if you go back to beginning conversation, we had tony if there’s expectations of the boardmember are clear up front and over a period of time, you have not lived up to your expectations than i would expect that person not to be reappointed aboard. Also talkto if you go to my web site www d c miller associates dot com i have a number of articles, one is about how and when the fire boardmember now, you know, i don’t take this lightly, but there’s a lot of different ways of how you can deal with these type of board members that have some type of disruptive behavior and don’t contribute. You mentioned you’ve written books, i’ll want to give you the opportunity to plug one of your books on dh then we have to go into the outro. My new book is called a non-profit board therapist. Ah, guy to unlocking your organization’s true potential it’s available online at barnes and noble amazon and what their house dot com thank you, tony. My pleasure. Dennis miller again is president of dennis c miller associates works with leaders of non profit organizations who wanted more motivated and cohesive board. Denis, thank you very much for being against tony. Thanks for having me well appreciated. My pleasure. You’re listening to our coverage of national philanthropy day hosted by the association of fund-raising professionals, westchester county chapter my thanks to dennis miller and also jerry strangled mark halpert, maria simple for being guests that day and to the people the organizers of national philanthropy day, the association of fund-raising professionals, westchester county chapter next week there isn’t a show hope you enjoy your holidays, whatever holiday it is you celebrate, i hope you’re enjoying this weekend and new year’s next weekend and spending time with family and friends that’s really what? I think the holidays are best at his bring us together so enjoy that time in the new year on january sixth, i’m going to have three interviews from the next-gen charity conference author and stand up comic wally collins on motivation and living a regret list life. Charles best, the ceo of donors, choose dot or ge on connecting donors to the causes that they support. And abby falik, ceo of global citizen year on innovation and leadership, to create social change and also maria simple, the prospect finder, a regular prospect research contributor, will be with me. Keep up with what’s coming up, learn aboutthe show by signing up for our insider email alerts on our facebook page, become a fan of the show, click that like button, you can listen live our archive, you’ve completed the listening live, but if their shows you’ve missed and you want to catch an archive, you go to itunes, subscribe and listen any time on the device of your choice and your you’ll find us on itunes at non-profit radio dot net on twitter. You can follow me and use the show’s hashtag unabashedly it is non-profit radio follow us on twitter the show is sponsored by g grace corporate real estate services. They call themselves corporate real estate, but they do an incredible amount of work with non-profits if you’re worried about rising cost of rent, for instance, for your organization or you need to capitalize on real estate that you’re non-profit owns g grayson company provides you, and you’re bored with analysis so that real estate decisions are made with transparency and thoroughness. George grace has been advising non-profits on their real estate decisions for over twenty five years, you’ll find them at g grace dot com or eight eight eight seven four seven two two three, seven the creative producer of tony martignetti non-profit radio is claire meyerhoff, our line producer and the owner ofthe talking alternative broadcasting his sam liebowitz, a remote producer, is john federico of the new rules on our social media is by regina walton. Of organic social media. I hope you will be with me in two weeks. On friday, january sixth, for tony martignetti non-profit radio always one p m eastern at talking alternative dot com. You didn’t think to bring good ending things. You’re listening to the talking, alternate network, get anything. Good. Looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie gal ilsen as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com. Hi, i’m julie, hi, i’m julia, what are you wearing? Welcome to j and j’s. Secrets of style and beauty. We know there’s, beauty and style, and all you do, whether it’s a job interview, first date or wedding, we also know that not everyone understands what works best for him or her. We’re here to help. Think of us as your personal beauty style and grooming guru’s, as industry experts will give you the best information for men and women on howto look phenomenal. Tune in tuesdays at eight pm tto. Learn how to look your best. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over in tow, no more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp, your neo-sage tuesday nights nine to eleven new york times go to ivory tower radio dot com for details. That’s, ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. 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. Talking all calm.

067: Work-Life Balance & Volunteer Visibility – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Rachel Emma Silverman, reporter at The Wall Street Journal and contributor to their blog “The Juggle”

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

Joe Ferraro, board member of the Association of Fundraising Professionals, Westchester county chapter

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

063: Non-Cash Giving – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Michael King, vice president of gift planning at the National Christian Foundation

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://mpgadv.com

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Dahna welcome to tony martignetti non-profit radio for october fourteenth, two thousand eleven your aptly named host. This show is all about and always will be about big non-profit ideas for the other ninety five percent. I hope you were with me last week when it was excel in email execution. My first guest was dave pulis, ceo and chief consultant at granite partners, and he shared five elements of effective email marketing and had tips for list hygiene. I hope your list is practicing safely and then claire meyerhoff, editorial director at the plan giving company and principal of the plant e-giving agency, revealed how to write for email fund-raising so that your message gets opened, read and respond to do this week e-giving beyond the czech non-cash e-giving recorded at the national conference on philanthropic planning last week in san antonio, michael king of the national christian foundation shares the process for closing gift of unusual assets like collectibles, real estate and intellectual property. Then i’ll be joined by maria semple are regular prospect research contributor she’s, the prospect finder and she’s going to follow up on her last time on the show last month by going into greater detail on making your small shop prospect research proactive, and that segment is proactive. Prospect research between the segments. Tony’s take two at roughly thirty two minutes after the hour. The national conference on philanthropic planning, where i was in san antonio last week, i’ll say a little about that, and this week’s block post separate the juice from the pits. A juicer at a restaurant got me thinking about fund-raising i’ll talk about that. We’re live tweeting this show as we always do. The hashtag is non-profit radio all one word to join the conversation with us on twitter. Right now, we take a break, and when we return, it’ll be e-giving beyond the czech non-cash e-giving stay with me. You’re listening to the talking alternative network. Dahna are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com pompel welcome back, it’s, time now for my pre recorded interview with michael king, taken from the national conference on philanthropic planning, where i was just last week, talking about giving beyond the czech non-cash e-giving and here’s. That interview. Welcome to tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio, texas, were on the river walk in san antonio. And my guest right now is michael king, with the national christian foundation in alphabet of georgia. His seminar topic is giving beyond the check launching generosity with non-cash e-giving michael. Welcome to the show. Thank you, tony. Good to be here. A pleasure to have you. You you point out something interesting in your seminar description that most gif ts are cash but that’s not most of the assets that people hold. Why don’t you describe those numbers? Stores? Yeah. It’s. Very interesting. If you look at all of the charitable giving that is done in our country each year about three hundred billion over eighty percent of that giving is simply done in the form of cash. And of the remaining twenty percent. A lot of that is given in the form of maybe marketable securities war, household goods that are dropped off at the salvation army, your goodwill. And yet if you look at the composition of wealth in the nation, cash represents less than ten percent of what people own go. And so there’s this small pond that everyone is kind of fishing out of when there’s this ocean of additional opportunity that oftentimes just doesn’t come on to the radar screen of most charity he’s or donors or advisors. Now can non-cash gif ts be appropriate for small and midsize charities? It can be absolute, even in some of the, you know, the smallest charities that exist in local communities. It’s not unusual for them, tow have at least some, you know, wealthy, influential folks that might serve on their board or support their organization. A lot of ah gifting in this area that is that that could be a great opportunity is closely held business interests. And so even for some organizations that hold annual events, you know, oftentimes they’ll have businesses that will sponsor those events. And so right, there is a source of potential opportunity or folks that maybe interested for receptive e-giving interest in their business and probably have never even contemplated. And what about those again for the small midsize shop, the complexity? How would we’ll deal with some of the exact, you know, different types of assets, but sure, just generally these do require some expertise. How it’s too small a midsize shop to do about that? Yeah, that’s a good point, and i would even say there’s, no question there’s significant complexity to gifts of these these assets there can be no technical complexities, rial challenges in terms of liability that an organization might be subject to, so not only with small and midsize organizations, but even a lot of large organizations simply lack the manpower, expertise, knowledge to really facilitate these gifts in a meaningful way from my experience, there’s really only a handful of organizations that have a deep expertise in this realm, but a number of them are organized in such a way, often times they use a donor advised funds platform because some of the greatest benefits are able to be secured by that type of a structure. And so they do a lot of work with small, medium sized large organizations basically serving as a middleman so that those organizations don’t have to secure the full breath of that knowledge and expertise. Ok, but if they see opportunities, they can partner with some of these other organisations that will do much of that work while still directing those ultimate proceeds to that particular charity, how does the donor advised funds? Work? Well, the donor advised fundez in the context of charitable entities generally is probably the newest concept. Even though it’s been around since the nineteen twenties, it really wasn’t until the nineties, when the donor advised fund really kind of took off. People became very familiar with it. Much of that was facilitated by fidelity mutual fund company and so as more and more people have experienced this it’s really become one on opportunity for individuals with more modest means tohave, a charitable entity somewhat similar, very similar to a private foundation, without all the headaches and and hassles of dealing with a lot of the rules that apply there. But then, even for wealthy families, we have more and more families that are using the donor advised funds has an enhanced alternatives to a private foundation, michael white. Why is the donor advised funds more suitable for these types of non-cash gifts that we’re talking about yet, particularly when we’re dealing with non-cash assets? The nature of the charitable entity is of critical importance, and the reason for that is the deduction limitations that apply to a private foundation versus a public charity status like a donor advised funds sponsor. And so if you were to give appreciated assets other than marketable securities to a private foundation, the givers deduction would be limited to the lesser of the fair market value or basis. And so, therefore, if you have a business interest or a realist, a piece of real estate that was highly appreciated or depreciated for time. Jack purposes, you would only get a deduction for whatever basis you had on that basis is generally the caught your tax cost. It could be different if you earned it. If you got the asset through. Ah, requesting a will, but it’s, generally your tax cost in the in the asset, right, that’s correct. So you could end up. Your point is you can end up with a deduction that would be much lower then the fair market value. I mean, you’re much, much lower. Exactly. So take the take the situation, tony of a privately owned business. No, probably the common scenario is if a business is successful, it probably started in somebody’s garage or with moderate means and has little to no basis at all. So in those context, a private foundation is wholly ineffective in making gifts of that nature. But a donor advised funds or other public charity status entity will receive a full, fair market value deduction. And i think this distinction between this these these two entities is why so many opportunities in this realm are missed is because typically when somebody’s working charity or in advisors working with a wealthy family on they have a generous heart almost by default. We all think, oh, they need a private foundation. And if we’re working in the context of a private foundation, generally, these types of assets just aren’t appropriate. They won’t really leverage the tax benefits that they can if we’re using a donor advised funds or another five public charity status organization. So then a savvy gift planner at at a charity would recommend the donor advised funds over the private foundation for the reasons you describe it e-giving ending, ending the ending, the ending, you’re listening to the talking, alternate network, things getting thinking. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. I’m christine cronin, president of n y charities. Dahna you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Durney are there other vehicles methods of of giving that are not directly to the charity that are that are more suitable for these types of assets? I would say. Generally, the structure of the donor advised funds provides the greatest flexibility. But even in the context of business interest in real estate, they can certainly be combined with split interest arrangements like charitable remainder trust, charitable gift annuities, charitable lead trusts, the complexity in that context mounts. But there could be some real advantages to incorporating those split interest arrangements in conjunction with non-cash assets as well. Okay, is a is a small or mid size shop likely tto find maybe expertise that could help with this on their board? Oh, and or let me put it differently, cause that’s obviously gonna vary by board aboard that’s, not that’s. Not well put what types of expertise might be required if if that that the charity would need if if the donor wasn’t interested in a donor, advised funds or for whatever reason, it wasn’t going to pursue that route. What types of expertise are needed? Yeah, the, you know, certainly a competent charitable in a state planning attorney and a very competent now. Is that for the representing the charity or you mean represented donor or one on each side? Yeah, i mean, theoretically, you could have one on each side, but to have somebody with just that the general knowledge to teo be ableto lay out a road map of hay here, the different issues we need to think through here the different structure and planning opportunities. It’s generally going tto be helpful toe have somebody with some fairly deep knowledge. From a technical standpoint, you did mention the board, and certainly the board can be ineffective. Resource, probably more so from the standpoint of identifying opportunities. Ok, ok, other expertise besides the person well steeped in the internal revenue code, who understands the implications of charitable giving? Yeah, not really. I mean on, especially if you if if you’re partnering with one of these organizations that does work in this area donorsearch vise fun platter, they typically have a pretty pretty significant breath of expertise. They’ll have accountants. Attorneys, though, of course, have the administrative folks that manage and maintain the donor advised funds platform. Yeah, i was thinking more of the charity that has a donor that doesn’t want to go, the donor advised funds away can’t go because you can’t afford or is not just doesn’t want to do the private foundation. What sort of what infrastructure does the charity need to have in place in terms of expertise before they can start talking to donors about these non-cash gift? Well, yeah, that’s a good question. Yeah, they certainly would benefit from having on the charity side on attorney your accountant well versed in these issues because the reality is those organizations, if they’re a standard five oh one c three public charity can take these assets in his well, so they don’t have the negative tax implications that the private foundation does, so they could certainly take these assets in themselves. They have the benefits that they be ableto provide to the families that they work with, and then it really would just be a matter of them being educated enough to be able to articulate the opportunities to the families that they’re working with. And then clearly those families are going to need to be represented also correct, these are very complex a cz you’ve mentioned transactions that khun involve the internal revenue code. Very d deeply, the person’s a state plan, et cetera. All right, yeah. So particularly in these in this type of planning, we always highly, highly encourage families to really involve their advisor team because of the complexity of those issues. And, you know, even if you have, ah charity that knows the family very well because of the technical issues that arise here, you know, there may be aspects of their business minute details that you know, they’re just not going to know that their attorney accountant might know, but it could be very important to the overall planning. What’s your advice about bringing in family members, let’s assume it’s, a husband and wife couple, they’re in their seventies. What about bringing in the children in that example, but could be other family members in a different example? Yeah, i think. It’s it’s, it’s i think it’s always great to involve children, grandchildren in charitable planning and endeavours to the greatest extent possible now, interestingly, when particularly when we’re dealing with family owned businesses. There’s a lot of planning that takes place in this charitable context that also involves succession planning within the family, so we will create structures. Where somebody might give interest in their business. Oh, and then ultimately, at some point, those interests are purchased from the children or a trust for their benefit and really serve as a mechanism or a component of the families ofthe overall succession plan, and by doing that, we can leverage not only family wealth transfer but charitable benefits as well. Aren’t we also minimizing the likelihood of any kind of a challenge to the gift if we if we inform and bring in other family members, so this is not a surprise to them, it can be depending on, you know, the the owner’s involved with a particular asset or business, even if they’re not family members. You know, if a charity all of a sudden becomes a shareholder in a business that can have impact and and raise issues for other shareholders, typically they’re not significant issues. I mean, generally speaking, the charity just simply becomes an additional shareholder to the organization. A lot of times, the family business is that we’re working with maybe owned holy in the family, just mom or dad or maybe some of the kids, but particularly when you get outside of that. And you might have nonreligious shareholders. They need to be aware of those implications and don’t always have the same objectives. So sometimes planning that might work well in a family contacts might not be applicable for somebody that has a business and they own it with non family. Were non related members let’s shift focus a little bit to the my voice is cracked sixteen years old to the er with a lot of gray hair to the different types of assets. What? Aside from cash and then appreciated securities or stock? What? What do we see as the the next or the most popular type of gift outside those arenas? Yeah, well, i think if you look at the three largest asset types in terms of the wealth composition in our country, they would be marketable securities, privately owned businesses in real estate, so that’s going to comprise the vast majority of wealth in the country. But there’s also lots of other types of assets. Intellectual property, collectibles, life insurance, oil and gas interests. Individual retirement accounts, there’s a lot of different assets that can provide leverage tax benefits as opposed to giving simply in the form of cash. In fact, a lot of times tony will say that there’s a lot of families that if they give chaired, give charitably in their generous, we suggest to them that it’s possible they should never make another cash gift in their life because these other asset type gifts non-cash asset yes, generally provide leverage, benefits. And so, as opposed to just simply capturing a charitable deduction, we might be able to get not only a charitable deduction, but we might be able to avoid capital gains tax. We might be able to secure income from that asset that will be exempt from tax so there’s typically kind of double or even triple benefits that can be captured with these other non-cash assets. So the families have a lot of those assets we say hey, yousa donor advised funds and use that as a storehouse so that you’re able to use these other assets when they’re converted to cash. Then give the cash out of the donor advised funds because you’re always able to leverage typically the tax benefits in that context. Let’s, look at the intellectual property gift. What are what are concerns there, let’s? Just say hypothetically, a donor comes in. She has authored some textbooks. Let’s say she has some physical books. Maybe she has let’s say a thousand books. She wants to give the books about that. Make it a school. So there’s some use for that and then. But then also she wants to give the intellectual property rights or copyright and whatever flows from that. What? What? What? What is the charity? Start asking? Where does it begin with that? To get that conversation started? Yeah, it’s. Interesting. Because there are numerous types of intellectual property patents, copyrights, trademarks, even things that we might not typically think of as an asset, like a process or a nohow that would fall into this category. So you specifically mentioned copyrights? Copyrights are kind of an interesting thing because there’s a unique rule that says, if you actually created the copyright, you are the author. You’re not going to be able to secure a charitable deduction for that just part of the rules. Now, if i had a copyright that i purchased from somebody else and all of a sudden it’s worth a lot of money, i purr argast you know the song writes of the beatles and then it appreciated in value, and i gave that away. I could secure a full, fair market value deduction so typically in a copyright situation, whether with an author or perhaps a musician, the primary objective or benefit there is once that asset is gifted, the royalty income that is produced from that asset escapes taxation with respect to the charity completely. So think about, you know, a major author, somebody that sold a book and is literally made multiple millions of dollars from that book if they’re in a position where they say, gee, i really don’t need all this income, they could give all or a portion of the copyright to that book, and then the royalty income that is then collected would go pro radha to the charity, and all of that income would escape taxation completely. Okay. And there’s still no deduction for the author who is the creator of the work? Correct for the continuing royalties? Yes. That’s correct. There’s there’s. No additional deduction now, let’s, let’s. Shift to a patent situation. Let’s say there’s something that somebody was able to patton the rules that apply there are that upon initial gift of that. Asset, the deduction that the giver will receive will be the lesser of fair market value or basis. Okay, we hear that again said that before you now there’s a special rule, though, that says for the next ten years you may be able to secure additional charitable deductions based on the royalty income that the charity actually receives. Oh, so different fromthe copyright example, we just had exactly. Yeah, and the reason they did this, tony, was they had i guess there were some people that were giving intellectual property rights that at least theoretically had some value, so they were getting a charitable deduction, but they weren’t really generating any income or usable cash that the charity could use. So they changed the rules and said, we’re not going to give you a big deduction up front. But if it is an asset that does, in fact, produce cash and benefits, charity will allow you charitable deductions for future years based on that, that income stream that the charity receives and the structure is kind of a sliding scale. So for the first two years, whatever the royalty income was that was collected, the giver would get one. Hundred percent deduction for that. Okay, and then it go ninety percent nineteen, seventy until it fades away. Okay. Okay. And the charity? Of course, khun still continue to get the royalty income for decades. It’s just that there won’t be a deduction for the donor. Exactly. Exactly. Yeah, and i think in some context, you know, you think about some of the top authors out there. I’m not sure a lot of people completely understand or know how much revenue is generated from some of these books, but like the second best selling book of all time after the bible is rick warren’s a purpose driven life or the purpose driven life that book generated over fifty million dollars in royalty income and, you know, some of the political books barack obama, sarah palin oftentimes those books generated as much as ten million dollars or more in revenue, so you could see that if somebody has somebody someone that says g i don’t i don’t need all of that. I don’t need all that tend this kind of a windfall. I never dreamed that i’d write a book in it have this windfall there’s some phenomenal opportunities to really benefit charitable organizations in an incredible way. I think you said earlier that donor could give a portion of the royalties. Correct. Is that right? Okay. Yeah. There’s an issue there that you have to be very careful about. Because there’s a roller concept referred to as the partial interest rules, which basically says, if you give just a part of an asset that you own, you’re not going to get a charitable deduction, you have to give the entire interest and that can come into play here if somebody were to say, hey, i have this patent i want to retain the patent, but i want to give to charity a royalty stream. You can’t do that and secure charitable deduction. You would have to give a portion of both the patent itself, along with the royalty income that attach is to that. But even that portion is sufficient. Yes. Yeah. Sounds to me like the portion would be partial. Yeah. It’s, it’s, it’s. A bit confusing. Really? Get into some technicalities here, but you’re able to give an undivided interest of the hole. So if you give a twenty percent interest in both the patent and the associate id royalty string that doesn’t run afoul of these partial interest rules, although typically we would think justin regular definitions that, well, that’s a partial interests. But for purposes of the tax code, partial interest is not defined in a way that would include that type of construction. We’re seeing a very good example of what we talked about earlier in terms of the charity being properly advised with someone who has this knowledge and expertise because to the layperson, twenty percent is partial, right? It’s. Exactly. Right. Okay, but it’s not in the internal revenue code. And so when you have that need for expertise, we have just about a minute left. Or so we got into a lot of detail about intellectual property. Uh, if someone is approached about closely held business interest, really, as i said, just about a minute. What? What do they need to do? Tow? Just continue that conversation. What are they thinking about? The threshold? Yeah. There’s. Really? Two context. Big picture context. Where opportunities air created with a closely held business interest one is, if they’re expecting a sail on the near term horizon, they would simply give a portion of that. Business before the sale occurs, and therefore, in addition to getting the charitable deduction, they would also be able to avoid or at least reduced dramatically, the capital gains tax that would otherwise apply upon sale. So that’s one context the other contacts is when there isn’t a sail on the horizon, they want to give a business interest, and it may be held for years. There are opportunities there to give relatively small interests in the business on an annual basis to maximize the annual charitable deductions. So in other words, they capture significant tax benefits but are only e-giving small interest in their business. A lot of families will do this every year. The deduction thresholds under our tax code, our extraordinarily generous all of us could give up the fifty percent of our income in the form of cash and get a deduction. And if we’re dealing with a non-cash asset, we could deduct up to thirty percent of our income, but most people come not even close to capturing those full benefits, so lots of opportunities in that context, we have to leave it there. Michael king is with the national christian foundation in alphabet a georgia michael’s. A pleasure having you as a guest. Thanks, tony. Good to be here, my privilege. We’ve been talking about giving beyond the czech launching generosity with non-cash e-giving, and you’re listening to tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio two thousand eleven. That was my pre recorded interview with michael king, my thanks to him and the folks at the national conference on philanthropic planning. Right now, we’re going to take a break, then tony’s, take two and after that proactive prospect research with maria simple, so stay with us. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com 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, stopped by one of our public classes, or get your human resource is in touch with us. Website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications, that’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com oh! Dahna hi there. Welcome back. Time for tony’s. Take two. Always at roughly thirty two minutes after the hour. So, as you heard in the first segment, i was in san antonio last week for the national conference on philanthropic planning. Recorded eighteen interviews in the two days that we were on the exhibit hall floor. There was a lot of buzz got a lot of buzz around the show and people would stop and watch the interviews. I was doing them, but i got a lot of great content for the show, and i’ll be playing those over the next coming months. Those eighteen interviews. My thanks to the conference organizers that worked out very well for for us and for the show. I think for them, i mean, and for the show and my block post this week is separate the juice from the pits. I was looking at a juicer in a restaurant here in the city a while ago, and it just got me thinking about, um, separating valuable work and necessary things that we have to do from the distractions that we can either take on ourselves or have foisted on us. And it got me. Thinking about fundraisers doing that so fundraisers, if you are engaged in things that you think are a distraction from your principal job and the things you hopefully enjoyed doing the most, which is meeting people, then take a look at those things that distracting you critically and try to get out from underneath a mme i’m thinking it might be administrative responsibilities that a boy a boss gives you that aren’t directly related to fund-raising could also be professional association, that committee work that you take on. Um, look at these things critically and see if there really supporting you in your primary job and if they’re not. If you feel like they’re keeping you away from that or distraction, try teo extricate yourself from them so that you can spend more time doing the things that you really love and that are your primary responsibility. And that is my block post this week again, the post is separate the juice from the pits, my blog’s that m p g a d v dot com and that is tony’s take two for friday, october fourteenth. Very pleased now tohave back-up maria semple maria is the prospect finder you’ll find her at the prospect finder dot com and she’s, the author of panning for gold hae networth prospects. Now, maria, welcome. Good to have you back. Thanks, county. Thanks for having me, it’s. A pleasure as always. S so we’re talking about proactive prospect research following up on what we talked about last month for small shops. Why is it just remind people why is it better to be proactive than just reactive? Well, if you could set aside some time in your development cycle, maybe some laws or even if you could get a disciplined is putting some time on the calendar at least once a month to do some proactive prospecting. It will continually generate a new pool of people. I guess in a sales world they would call it, you know, filling your funnel with prospects. And so if you could kind of have that mindset is always being in a mode of trying to connect with new people. It was going to help your your non-profit organization tremendously. As with any initiative, that’s knew we look to the board initial t get started. Is that right? I think that would be a good idea if you can harness your boardmember to bring to the table perhaps three new names to start on. We’re talking about people who could be potentially major gift prospects for the organisation, right and that’s, however, they define major e-giving right, exactly, and that does very greatly non-profits provoc some places that maybe a thousand dollars in other places that maybe twenty five thousand, right, exactly. Okay, so we’re asking each boardmember for two to three people is that if they can bring those names to the table and then you can research them a little bit further and then devised some sort of perhaps the cultivation event to start engaging some of these additional people for your non-profit so this is a way to involve board members in the development cycle, even if they’re not directly involved in the ask if they can at least get involved in the identification phase of the development cycle, that would be really helpful for you. Okay, wait delegating this to a specific committee on the board, or we’re asking the board at large well, again here, it depends on the size of the non-profit if you have a separate development committee, that would be great to delegate that taft to them, but if you don’t have the committee, i would involve the entire board having them understand that. You know, the goal here is to increase the major gift pool of prospect, okay? And you suggested that then there then be some kind of a follow-up event to invite new people, i presume we could ask a boardmember tau host that event or we could do something different? Yes, you could definitely have it at a boardmember home, or you could have it at your non-profit organization again here, depending on the type of non-profit you have, if you have something going on at your organization that you really want to showcase, maybe you have a stellar charter school or daycare center, so we might make sense to have more of a breakfast type event prior to the opening of the location. And then once the location is spilling over into the time slot, perhaps when the location is open so that you can then give people some guided tours through the facility and they can get a real sense of what this places like when it’s buzzing with kids, you know, so it really depends on the non-profit but it works really well to have a small, intimate gathering in a boardmember homos well and remember it’s a cultivation event, it’s not an ask event. So the ask does not happen at the event you’re there to inform latto really, you know, come across with the passion for the organization on keep it to the time slot that you have indicated to people that the event will take place when you talk to boards about this, what do you asking them to look for him? And i understand it’s ah, major give prospect. But how did they how did the board members individually try toe identify the right people. Teo, get there there two or three each? Okay, well, if they don’t personally know some people who fall into that category, they maybe only several degrees separated away from some of those people. One way would be for them to kind of be your ambassadors in helping you to continually can the newspapers, for example, of the who’s who in your community who’s getting involved in other large non-profits who is committed to perhaps some similar types of non-profits and whether they’re subscribing to the hard copy of the newspapers, or they’re assisting you by doing some targeted searches, your local libraries will have access to your local papers and a search functionality of art to search the archives and and toe look at daily copies of the newspapers online, so if they’re willing to at least get involved in that, or perhaps be willing to help you by setting up some google alert regarding where your community might be coming up named on specific pages of google websites and so forth, that might be really helpful to you in terms of trying to bring new names a light yes, so you can delegate some of what you might think you have to do you as the executive director or the development director might feel that you have to take on some of this could be delegated teo to some board members? Absolutely, especially if you have a boardmember who is really internet savvy? This would be a great task to delegate to them. This is going to be something that they’re going to be seeing feeling very comfortable about doing it’s going to be something very simple, they’ll understand what it is. You’re looking for and they will, people altum just really simply set up these types of searches for themselves and it’s going to help you in killing your prospect pipeline let’s talk a little about actually approaching the people, so now let’s, take a step back, let’s go to the board members, the people that they know personally, so not yet looking at newspapers or other publications, but the people they know personally, what do you train board members to say to the people that they want to invite to the types of events for talking about? First of all, i think that the passion and commitment for their organization must really come through, so they are ambassadors for the non-profit so their enthusiasm, their reasons for joining your organization and being committed to it and hopefully by the way committed is not only in time that money as well, so they shouldn’t be asking somebody to come to the table and learn more about the organization if they haven’t financially commited at whatever level they’re able to do for that organization so they may approach them by saying, you know what? I have this organization i’m involved with you. May have heard me talk about it. X, y. Z non-profit i’m really committed to this organization. You and i have talked in the past about how important it is to solve this specific problem in our communities. I’d love for you to come out and learn a little bit more about what we’re doing to solve this problem and see if it resonates with you, there won’t be an ass. We will not ask you for money that evening, but we’d like for you to just take some time out of your scheduled to come out and learn more, and you have to recognize to that this is often an exchange, some people we’ll invite their friends to the organizations that there supporting and then the expectation is that those friends air probably going to do the same. So as an executive director of darryl development director, you understand, understand that you’re not asking somebody to do something that isn’t that isn’t all that common, right? It’s probably already being asked of the boardmember, you know, on the other side as you just presented, so yeah, absolutely there these people are probably very accustomed to attending events that their friends have invited them to, um what about so now? Going beyond what you were starting refer to local newspapers, you might look at who other charities are cultivating and working with in those in those newspapers. Yeah, so you might if you are a a local organization. Let’s say, your your mission is health care related, but you see, or perhaps a small local community health center, it might be interesting to take a look at who some of the major donors are supporting the larger regional hospitals in the area and other health, larger health initiatives. If you have any major presence of cancer societies or association heart association, american heart association, so something like that might be useful for you as well. You can do that by prospecting the websites of those organizations or calling them for their annual report. Um, there are some sea bass resource is that do compile thiss type of information. All name two of them off the top of my head nose and see a we’ve talked about that one before knows, and then also i wave dot com has a list of donors that air captain. All this information, though, is really pulled from annual report, so if you are very localized in your mission and your geographic scope, that might be overkill, but if you’re you know, you could just contact the local non-profits directly to try and compiled some of those nameless and in just a minute or so that we have left before a break, how would the organization contact these types of people who we don’t have a relationship with what we found the ways you’re describing, best thing would be to bring those names to the light of the board members again here the ambassador is your organization. So before any direct outreach is made, see if there’s any way to get a warm introduction to any of these individuals, um and lengthen might even be a tool to help you in that regard. To find out how many degrees you may be separated from someone or see, the board is willing to run some of these names through their own lincoln accounts to see how many degrees they may be separated. So that’s a terrific tool for you to use and it’s a free tool. Your suggestion about asking boardmember xyz that’s sounds like literally you give them a list of names of potential prospects that that the organization has found and asking, what do you know them? Do you know anybody who knows them, that kind of thing, right? You’re proactively bringing names to the table that they should be littering as away. You know, how can we gain entree to these individuals? These are people who care about this particular cause in our community. Is there any way we can? What is the path to this individual? Is there any way you can help lead us there? We have to take a break. I’m talking to maria simple, the prospect finder, and after this break, we’ll continue. So 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 huntress people be better business people. This is tony martignetti aptly named host of tony martignetti non-profit radio. They get 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 do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile market. Their motto is we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. 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 panna, author of the non-profit outcomes toolbox. Welcome back and we’re talking to the prospect finder maria simple, our regular prospect research contributor samaria we’ve identified these people what’s the what’s the best way to start tio reach out to them should it be the people who we don’t have close relationships with by letter or by phone call or yeah, you might want to make sure that you at least add them into your database, so they start getting invitations to upcoming events that you might be hosting. Um, if you have, uh, if you have some way reaching out to them individually again here, you know, if you’re short staffed that’s going to be very difficult to be able to do, but at the very minimum, if you can at least get maybe even an intern to help start, get gathering information and even looking up their addresses on something like a four one one dot com or switchboard dot com free directory. Also, there are directories that you can look up information related to property assessments. So of course, there you’ll be able to get the name and address of individuals who live in your specific towns. So there are some free sites to go to to get that information as well. If you’re having trouble getting address, what are what are a couple of those free from one of the areas and this is probably available in most states here in new jersey, where i’m based use website called my central jersey dot com, which is actually a compilation of several newspapers in the state, and they have a link on their website called data universe and within data universities brought together a bunch of different public records. Database is one of them have to do with property records, so that is a really neat way to get into the property. Record databases it’s really easy to search you. You start with the county and then focus it down by town. And then you can either input the name of the street or in put the name of an individual auntie where their addresses in that specific town so that’s a free resource for you to be able to use it sounds like this prospect review work is something that’s ongoing. We don’t just do it once a year or something, right? I would recommend that they that they do it on going. As well on dh, you know, want one area that i did want to focus on today as well. Tony is not to overlook the successful business owners in the community, and here there are some very easy ways to be able to track what’s going on with successful businesses. And unfortunately, the press these days seems to really focus so much on the negative. How much is not going well in in thie economy to business markets, etcetera. But there are some companies that are doing okay, so if you are able to track and get subscriptions to or at least access daily online, the business publication that covers your state here in new jersey, it’s uh, nj biz new york city has crane’s new york. So whatever that business publication is that covers your state subscribed to it, and i even get daily alert from nj dot com that pushes information out to me on a daily basis of what’s going on. You need to get into a mindset of keeping up with what’s going on in the community. I don’t know how many of your listeners have read the millionaire next store, but a lot of the people that are profiled in that book are successful, self made business owners. So for those of you who have non-profit boards that really want to focus on let’s, just reach out to the big local corporations in the area. I’m not saying don’t do that, but it might be just as easy or easier to focus on where are the overlooked, successful business owners that are in businesses that are not getting a lot of press but yet are very successful. So the millionaire next store is really great for helping you identify what some of those businesses might look like. Um, also, publications such as nj biz will compile annually what they call their book of list and again all the business major business publications do this. This book of lists will profile for you, say, the top fifty accounting firms engineering firms. You know all these different sectors and gives you contact information. Full contact info who’s. Running the company, etcetera. There is very little distinction between who’s running the company. You know, the business owner on these private businesses and the business themselves. So your approach might either be to the business or to the individual. But either way, you’re really getting to the same person you mentioned the alerts that nj biz offers and you’ve mentioned earlier today and another times to the google alerts. I mean, these are all great free resource is that used to be what we would call clipping services, right? Absolutely, absolutely, i have free alert set up through google, so that information is pushed to me on a daily basis. So for example, i’m really interested in keeping up with what is going on in the prospect, a research arena. I’m also very interested in knowing what’s going on in the high network arena, so i actually have google alerts set up on the phrase prospect research on the phrase hi network, google goes out daily minds the internet for where those phrases are mentioned on websites or blog’s or news articles, etcetera magazines pushes the links to me, and then i can peruse them very quickly and determine which ones of those are very interesting for me to take a look at more and more in depth, so again, it it enables you to put something on autopilot whenever you have that chance to do that, please do. It just in the minute or so that we have left before we have to wrap up. There are ways of looking for family foundations that may be local to the community also, right? Right? Absolutely. So there are free resources and fi based resources to be able to do this. You can do it through your local foundation center. Cooperating collection. You’ll have the database available there. Ah, foundation search dot com is a sea bass to resource for you to be able to do this as well. And guide star guidestar dot org’s. So if you have your own non-profit listed with guide star, you could have access to their premium level of searching for free. Actually, if you help to maintain your own non-profits dahna status and presence on guide star so it has a double benefit there. So there are definitely some ways for you to start prospecting for family foundations, the’s air people taking philanthropy to another level on i highly recommend that you consider looking at this pool of individuals. Well, maria semple is our regular prospect research contributor. You will find her at the prospect finder dot com she’s also the author of panning for gold find high net worth prospects now she’ll be with us again next month. Maria, thank you very much. Thank you again for having me, tony. Always upleaf. Thank you. You always a pleasure. Bye. Now. I want to thank maria semple. And also thank michael king and the folks at national conference on philanthropic planning for all their accommodations when we were on the exhibit floor at their conference in san antonio last week. Next week. So you want to be a consultant guest, hank goldstein and i talked about the ins and outs the ups and downs of making a career move to non-profit consultant. And we’ll have jonah helper and ari team in in the studio with me to talk about next year’s or this year’s. Sorry. This year’s next-gen charity conference it’s next month in november. There the conference co founders and this show is a media sponsor for the conference. Keep up with what’s coming up for pete’s sake. Please sign a province. Cider email alerts go to the facebook page. You know where to find facebook, then just searched the name of this show. 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061: Engaging Employees & PR2: Prospect Research, Proactive or Reactive – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

DeShele Dorsey, senior managing director for corporate social engagement at Changing Our World
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://mpgadv.com

View Full Transcript
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Metoo hello and welcome to tony martignetti non-profit radio we were always talking about big non-profit ideas for the other ninety five percent. I’m your aptly named host last week, our big ideas were prospect research on women donors and learning lobbying limitations for the women donorsearch mint. Samantha cohen of the american civil liberties union was with me and she revealed, had a reveal the giving potential for your female prospects that’s often hidden, and that was the last of my pre recorded interviews from the association of fund-raising professionals, new york city chapter fund-raising day last june and the second segment was learning lobbying limitations, with our legal contributors, jean takagi and emily chan, there with me every month and last week they explained the limitations on lobbying by non-profits what activities are lobbying? How much of it can you do and how do you report it this week? We’re engaging employees. Corporate employees can make gifts to your non-profit, of course, but they can go a lot further as well. Deshele dorsey, senior managing director for corporate social engagement at changing our world, will share her smart ideas on soliciting and closing companies for mentoring probono service boardmember ship service sabbaticals, loaned executives and a lot more and then pr to prospect research. Proactive or reactive. Our regular contributor, maria simple, the prospect finder. We’ll always find it. The prospect finder dot com will explain the differences between the two ways to do your research and how to determine which is right for you, proactive or reactive. Between the segments on tony’s, take two at roughly thirty two minutes after the hour. Have you ever done a favor for someone and then felt that they let you down in some way? I’m going to talk about my block post this week, which is i’ll pick your brain and drop your list. We’re going to take a break, and when we return, then i’ll be joined by the shell dorsey and we’re going to talk about engaging employees, but i want to let you know we’re live tweeting. This show used the hashtag non-profit radio, and you can join the conversation on twitter and stay with us. You’re listening to the talking alternative network. Dahna are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two nine six four three five zero two for a free counsel section. That’s lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Oppcoll hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Metoo welcome back to the show. I’m joined now by deshele dorsey, and we’re going to talk about engaging employees deshele is senior managing director for corporate social engagement at changing our world of fund-raising consulting company she previously worked for t c c group, where she provided a variety of consulting services to corporate citizenship programs and nonprofit organizations her clients, they’re included prudential, the gap foundation and henry street settlement in new york city. She’s, based in atlanta, georgia, and i’m very pleased to welcome the shell dorsey to the show hyre deshele hi, how are you? I’m doing very well welcome, thank you so much for having me. My pleasure. I want to remind listeners that we are live tweeting the show use the hashtag non-profit radio to join us on twitter deshele we’re talking about employee engagement, but individuals make up the largest portion of total giving, so why should non-profits be looking at companies, corporations? Well, corporations are committed to being good citizens in their community, which essentially means they want to be actively engaged in helping to address issues that not only would directly affect their employees but affect the places where they have operations. So it’s a nice opportunity for corporations to play, play a significant role in making sure where they operate are vibrant and lively. And do you know what what portion of total giving is from corporations? Yeah, it’s generally about ten, twelve percent, i believe a total getting every year and certainly that fluctuates, but his brain pretty consistently at that level. So, tony, you’re absolutely right. The majority of cash contributions in particular, come from individuals. Corporations do make a significant investment as well. Okay, yeah, and ten or twelve percent, i mean, that’s nothing to laugh at, so on it can go beyond ways that a lot of individuals khun give and that’s what we’re here to talk about. So we’re talking about employees in cos i mean, cos there are encouraging or maybe even creating incentives for their employees to be engaged with non-profits yes, absolutely there’s a variety of different ways that boy, you can get involved, and i think what most non-profits are familiar with this, certainly just the general assistance that a non-profit might have some common sort of community based activities such as, you know, going to your local food bank and helping pack pack four words stock shelves or maybe cleaning up a local park, but there are a variety of other ways that companies have looked to incentivize their employees to get out there. You know they have matching gift programs, sometimes employees, they’re just super busy, and maybe they can’t go out in the community. But imagine gift provides an opportunity for employees to give some resource is and double that gift because the company would match that contribution, right? Okay, and that’s on the fund-raising side and we want to go, we want to go beyond fund-raising and in fact, i pulled our listeners before the show and asked, what are your corporate solicitations limited to financial gifts and sponsorships and a hundred people? One hundred percent of people who answered said, no, we go broader than finance just financial gif ts s o we want and we want to talk about the broader stuff. So what are some of the other ways? And then we’ll go into detail on on a bunch of them that that people can employees khun b might be engaged beyond fund-raising and now that’s really great to hear that non-profits are actually exploring all the alternative ways that they can get support from a company, some of the more common ways would be bored service. A lot of companies will look to place their typically their senior managers in some of their hyre level executives on board and serving in leadership roles on those boards, some of the other things that have come to fruition more recently over the past two years, or things like probono service or skills, baseball and hearing. And this is a little bit different than a typical, you know, paint a school cafeteria project, you really looking at opportunities where you can take the employees skills and apply it to a challenge, one issue that a non-profit might have. So for example, you know, if a company sorry non-profit needed help with their human resource is activities and building out, you know, a talent management program, then the company has those skills, and they can apply them to the non-profit so this is sort of the company seeing the its its employees as assets beyond the contribution that making the workplace but but seeing them as assets for charitable giving, using their talents absolutely and there’s more and more of that happening, we see a lot of work being done in the environmental space in that regard. So you know, a company that might have skills on logistics, transportation can help a company, you know, helping non-profit think through how to be more efficient in their processes, for example, or thinking through how they might better use water that’s a part of their mission. When you look at sort of food related organizations so there’s a variety of ways that companies are doing it, the probono pieces, something that’s exploding pretty significantly, but it’s also harder, harder type of product to implement because that there’s more owners on the non-profit to be engaged, and we have just a minute before our first break deshele just how would a non-profit identify the companies that it should be targeting are soliciting? Well, i think there’s a couple of things one of you want to look at what your mission is and how that might online with the company, and then you certainly want to explore companies are much more transparent than they have been in the past about the ways in which they use their volunteers or their their corporate volunteers. And so they can go to their web sites often, and see listings of the variety of ways in which employees can be activated in the community. Okay, and it might also be based on location to write. You wanna look where what’s local to you, because we’re not talking about just big companies doing doing this social engagement, okay, we’re going to talk more about that. After the break. We’ll pick it up there would take this break, and then, of course, deshele dorsey will stay with me. We’ll keep talking about engaging corporate employees. E-giving anything shooting, getting depicting duitz duitz you’re listening to the talking alternate network. E-giving e-giving you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this’s, psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that calm mondays at eleven a. M call in for a free second reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. 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 to tony martignetti non-profit radio, where live tweeting used the hashtag non-profit radio if you have a question for deshele door so you could also call eight seven seven for a tow for one two oh, i don’t know the phone seems so nineteen, seventy seven we have we have the hashtag use the hashtag for pete’s sake the phone seems so june okay deshele dorsey, right before the break, we were talking about small companies being involved in this i mean, so they’re also seeing there their employees as as assets for charitable giving, right? This is not only for, you know, ibm and google. Absolutely, and i would even venture to guess in many cases, because the smaller companies may not have the sort of cash resource is that a larger company might have, they would even be more apt to sort of offer their employees so you have law offices, you might have local facilities, you know, small mom and pop, you know, chain stores and things of that nature who would be more than happy to get involved and be a part of what non-profits air doing in the community and leveraging their place. They get engaged and another way i think teo learn about what’s happening with corporate engagement this way is through ah, a volunteer counsel in the area, and i know i’m going to ask you what, what that is, but i just want to pull give you the answers to our pre show poll, which were, you know, i asked, do you have a corporate volunteer counsel in your area? Yes or no? And then the third answer was what everyone chose. I better listen to the show because i don’t know what that is so deshele what is a corporate volunteer council? Well, the council’s really were set up through a lot of the work that companies were doing in partnership with the points of light institute, which i’m sure many of your listeners know emerged a while back with with hands on network and essentially, these are coalitions where companies are paying a membership to be a part of ah, conglomerate of their peers who want to get together and talk about that practices think about ways that they can be more strategic and support, and also champion corporate volunteerism and just support other civic activities and the way in which a non-profit can be used four to a council like that is really to keep those members informed about what’s going on in the community and how they could use volunteers helping maybe even tow, offer inside and suggestions on how they might work better in particular cause areas that are important to that communities. How could a non-profit find out if there is such a council in their community? The best way to find out is to leverage information that would be available on on the hands on network website. And if you go through there, there is actually a link that shows you where the corporate volunteer councils are, okay. And what about a local chambers of commerce? Could they be a good a good way of engaging with the corporate community? Yeah, i think what would be useful in terms of the chambers is that there are many events that are open to the public where corporations are actively involved in are sponsoring those events. So if you know local non-profits are looking for ways to network with company corporate executives than those air really great programs that happen on a regular basis where? You could just get out and network because sometimes it’s really about a matter of having that relationship that will help you to open doors, the opportunities that maybe in companies, whether they’re big or small and that’s a great resource to use as well. Okay, so we have the hands on network, the local chambers of commerce. Are there any other web based resources for matching companies with non-profits yeah, there’s, a lot of great resource is online, and a couple that i would recommend volunteermatch dot or you can go there and see what kind of activities are available idealised artwork is another option, there’s a couple others, i would look at served dot gov, which also has a number of initiatives that they’ve sponsored with companies and the other was all for good. And the thing to keep in mind that non-profit should understand is that the a lot of these websites are populated into management system that the corporations will use to help provide a sort of gateway for their employees to learn about volunteer opportunities so non-profits that are listening to your show should definitely check out the sides and think about posting the opportunities. That they have available, whether that’s for general volunteering or something more significant, like the skills base that we discussed earlier, then after the charity has identified the company’s based on mission match or locality, or where employees air based from that company. Um, how do you then approach? How do you start your solicitation? Yeah, that’s a really good question, and every company is going to be a little bit different. And i would love to say that there’s like, easy, a magic bullet in getting that. But sometimes, if if they’re retail based company, it might be going into that local store and approaching the manager there no that’s applicable for a lot of places, like a target or, you know, our kroger or a walmart for that, for that sake, the other is that a lot of local areas will have what they call internal volunteer committees. And so hopefully there’s information that might be on the website that will help you figure out how teo contact someone on that committee, and then they would then in turn, brings the opportunities in house. The other things that your listeners could consider is that many companies offer what? They called days of service and assuming that there is an opportunity or a match between what the company wants to do and the mission of the non-profit then there may be weighted submit information that would perhaps make them eligible to be considered for a day or a week or a month of service activity that company would host, and if in the first example you gave, you know, just really walking into a local store target or something similar, just maybe something that is like you said earlier, mom and pop, you’re it may be an easier ask solicitation because you’re not asking for money, which probably a lot of non-profits air doing, but you’re asking for sharing of expertise? Absolutely, you know, it’s it’s certainly an equally important ask and what’s relevant for the non-profit is to make sure when they are prepared to go in front of the company, as i mentioned before, that they’ve done their homework, they really understand what the goals and objectives of the companies, but also that they’ve clearly defined what it is they’re looking for and having corporate volunteers activate because that is one of the tension points that a lot of companies experience, but also making sure that the non-profit has given sufficiently time to help develop in shape what the project might be so both entities can be successful in the process. My guest is deshele dorsey and she’s, a senior managing director for corporate social engagement at changing our world of fund-raising consulting company were talking about engaging corporate employees, all right, so deshele we’ve we’ve identified, you know, howto pick the right cos to approach and how to start that approach let’s talk about it in detail some of the ways that we can actually get company employees involved board service is probably one of the easiest ones and most commonly understood, right? Yes, absolutely. And really, what you’re looking for here is your board has responsibility with the non-profit really govern and make sure that the mission is being met and you may have particular needs whether that around finance, whether that’s around organisational development or maybe you just need someone that has a really has a really good network, and you want an opportunity to kind of broad and your donor-centric you don’t want to be abusing your board members in that way, but most most poor members and really sad ones understand that when they come to a non-profit part of their responsibilities to help with fund-raising and so that is a definite opportunity that can be pursued with, and we’ve had plenty of guests on the show that have have talked about what’s appropriate in inboard engagement in terms of fund-raising and friendraising and other things so that’s why i think boards service is probably the first thing that comes to mind when we think about engaging corporate employees, but but for maybe the smaller company, the or the bigger companies doesn’t have people to devote to that kind of time commitment. There are lesser ways, smaller time commitment ways, but still valuable ways that companies can share their their employees expertise, absolutely. And you see this manifesting in a couple of ways, sometimes time’s, a company made offer just time with some of their middle managers in your executive to do mentoring and coaching with with non-profit executives and we’ve seen that great work come to fruition through leadership development program that a company like american express had in other instances you could have your executives loaned out to a non-profit for duration of time and this is called what we what we say is loaned executive and you may say, you know what? We really would like to help have someone on board to help us transition through this change. Our ceo has left the non-profit and now we really want to have someone in either to mentor that person orto help facilitate the organization, moving in another direction alone, executives to come in and be with you for a year, maybe two years and there, you know, and eventually lend out, went out from the company non-profit on dh, then you wait, okay, so let me stop you. Deshele so so for a period of a year or two there cos they’re willing to pay the salary of the executive and have them work in the non-profit day in, day out? Yeah, absolutely. And sometimes they’re shorter durations, obviously that that’s a huge commitment, but this is really designed for individuals who are emerging leaders because the companies could see it as a development opportunity. But also this is a good way for for non-profits think about engaging retirees, people who are leaving the work for us full time. And they’re still looking to be actively engaged, and the company might help to facilitate that person being part of the non-profit okay, excellent, yeah, please go ahead, continue. Um, and i was just going to say the other is obviously the skills based and again, that is really focused on a very specific in country of khan concentrated project for a shorter period of time typically wouldn’t necessarily take a whole year, but in that instance, you might get a whole team of people that are coming in but say you want to revamp your system, for example, about those that those individuals will come in to work with you on a regular basis. It’s almost like having a consultant come in, but what you’ve done is in exchange for having to pay a fee for that you’re actually getting the company lindell’s skills for you. So, like, the so the employees there sort of taking a sabbatical, maybe for a couple of months or something like that to do a discreet project like that? Um, it can be a formal sabbatical as and they’re taking full time often in most cases it’s really that they’re dedicating some portion. Of their work week be with the non-profit and helping them over a duration of time so it could be they’re dedicating a day or two a week to that non-profit and they’re still working there full time job, but they’re sort of set aside this time to do this probono project or maybe they’re just doing in after hours they’re doing it on some of their free time as well and facilitating that. But the the goal is you created a really concrete projects for this team of employees to work on, and they’re going to support you for whatever duration of time is necessary to complete that product. Okay, excellent. And then maybe something a little less formal, but suppose a non-profit just feels they’re a little that could use a little expertise, just like a couple of hours a week in a certain area, maybe it’s communications or marketing or i mean, it could be anything i imagine that kind of lesser commitment is possible too, right? Yeah, and i think a lot of companies would still see that as part of a way that they could lend the skills of their employees there to a non-profit and helping to support their, you know, growth and development. Um and it really will depend just what the company’s willing to do skills base is a new area of growth fur company so many are learning and figuring out how to set these up and howto work appropriately with non-profits and the time frame can sort of be negotiated, depending on the relationship you have with that particular company. No. Ok, so these air excellent evidence that i think a lot of non-profits don’t think of i think they just think of the corporate sponsorship on dh many think stop there s o these air these excellent ideas, thank you. I wantto spend a little time on employee e-giving just in the future, a couple of minutes that we have left and i was monitoring the small or engaged in really in the small non-profit put that on twitter and the hashtag is sm and pee chat it’s run by pamela grow and mark pittman on dh they were talking today about employees e-giving in terms of monthly monthly giving, um, and i wanted to share something that came from there from that chat that small non-profit shot that the the most common gift is roughly ten dollars, per pay period, and that came from someone named at philanthropy inc. Deshele is that? Is that about what you see that’s sort of an average gift? Ten dollars per pay period? Yeah, when you’re when you have companies who are engaged in what we often call federated campaigns, the most common one being united way, you will have employees who make a commitment to pledge some dollar amount and take a small portion of that out of their paychecks over an extended period of time, and that just makes it easier for the donor to be able to make that contribution instead of having to, you know, in some ways, write a big check all at once. Yeah, about ten dollars is probably right, and i would imagine, you know, with the recession, it will probably stay at about that level people are, you know, we’re getting back on their feet, okay? And the thie advice for soliciting that type of a gift from from your prospects there was there was a sort of a consensus on the small non-profit chat, and it was summarized by at pamela grow that it’s best to do a dedicated appeal to the audience, dedicate appeal for monthly sustaining gift’s rather than make it part of a broader appeal? What’s your sense of that? Yeah, no, i think that is absolutely fair and the reason that that’s important for non-profits understand is because individuals really wantto have a better sense in a transparent way of what their individual dollar is going to do. So if you’re offering the donor hyre thie opportunity to say, i’m going to invest, my resource is and i know whatever dollar amount i gave is really going to go to help support this local tutoring program that’s my community that’s a little bit different, andi is a lot more tangible, and they can see the value of their contribution more directly a lot of non-profits has done a really great job of saying if you donate x number of dollars, it translates into, you know, this many hours of tutoring, for example, that makes the donors feel really good and they can they can communicate even and share the passion and enthusiasm they have about working with your organization, they can tie it to something tangible, and they’re also seem to be a sense that the donors often increase their their monthly giving. Yeah, i think, as as thie donor, to know your organization much better has a better appreciation for what you’re trying to accomplish and also that the non-profit has taken the initiative to engage the donor beyond the gift. So whether that’s inviting them to special event that’s applicable or, you know, communicating with them through a newsletter and some of the online platforms that we have now, the donor’s affinity will certainly increase, and as a result of that, they’re likely to consider giving a greater good. My guests have been deshele dorsey, senior managing director for corporate social engagement, a changing our world deshele thank you very much, thank you so much, it’s been a real pleasure, and i also want to thank everybody who was on the small non-profit jet run by at pamela grow and at mark a pittman today, we tried to join those small non-profit chats when we can and when the topics are are consistent across their chat and my show after this break, it’ll be tony’s take two and then i’ll be with maria simple and we’ll talk. About proactive versus reactive prospect research. So stay with me. You’re listening to the talking alternative network. Dahna are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to the show, it’s, time for tony’s take two, which is always roughly thirty two minutes after the hour. My block post this week is i’ll pick your brain and drop your list that comes from something that’s happened pretty recently past couple months, i guess, where i helped out to people with fund-raising advice fund-raising advice for one, and then the other was arranging a fund-raising internship with a with a former client for a second person, and and then they subscribed from my email list. Unsubscribes and, you know, i thought it’s not really a huge deal let’s face it, there are much bigger things teo concern ourselves with them whether somebody is getting our weekly emails, but i just thought, you know, that seems kind of ungrateful after i had helped them both with pretty substantial time commitments, like maybe is an hour and a half for each of them if you put it all together and then they unsubscribes so was i was i being unreasonable? I don’t know. I mean, i don’t i certainly don’t help people with a quid pro quo in mind. I’m never looking for you know, i helped you. So now what you gonna do for me in the next six weeks, or wherever? But it just seemed a little weird to me, actually, so i wondered if i’m being unreasonable or hypersensitive, and so that’s. What i asked in the block post, and i got a bunch of comments, and i’d appreciate your opinion of that, or or your or maybe another story. Maybe you’ve got something similar. I’m interested in your take on the whole subject and that’s, my block post this week, which you’ll find at mpg a d v dot com, and that is tony’s. Take two for friday, september thirtieth with me, now, is maria simple, um, ria. Maria symbol. Very simple is the prospect finder durney hyre maria, would you put me on hold now? I had you on mute at my end, so you wouldn’t hear me making noise. Well, that’s all right, i’m glad we didn’t hear those odd noises, but but then ewan muted. Okay, maria simple is the prospect finder. You’ll find her at the prospect finder dot com. And we’re talking this week with our regular prospect research contributor about proactive versus reactive research. Maria, what is reactive research? Okay, so reactive research is when a nonprofit organization has the name of an individual say that they know they’re going to approach, and then they decide. Well, what i’d like to do is research that individual a little bit more before i make an approach to them. And then, um, i asked him for a gift, so that would be unknown individual. And you’re going to be looking for information on them. Okay, so that would be reactive research. You already have the name of someone, and you want to just find out more information on them. Okay, um, and what is proactive than so proactive research is when a non-profit, perhaps their staff and and or their development committee eyes sitting around saying g, you know, we feel like we’ve exhausted all of our current donors think about looking outside of our current donor is and tryingto identify some more individuals who can donate to us either individuals, foundations, corporations, whatever the category is, but they want to broad in their base of support, so they proactively go out and try and find additional people who might be interested in there cause because they might be donating to other similar interests self, and we’ll find out howto uncover those additional people. In the pre show survey, i asked which best describes your prospect research in your shop? Is it mostly proactive or mostly reactive? And everyone said that they were mostly reactive, just researching the people that they already know so let’s try to encourage people, perhaps to be a little more proactive, but if you’re a small shop, maybe that’s not really possible, right? Well, the thing is this, tony, you have opportunity there are going to be sort of natural low for any staff of a non-profit whatever the size is so you want to take advantage of, perhaps. Those known lo period for you, when you’re not really ramping up for an event, for example, when you have the opportunity to perhaps sit back and take a look at the big picture, you know and say, all right, what can what else can we be doing to look for additional donors for our non-profit so it definitely can be done, but what i would say is they should build it in and put it on the calendar. You mean the calendar, like they would put on a calendar on events, teo, cultivation of aunt or any of the other type of event they might be having make sure that they build in some time to be able to sit back and proactively think about how to expand their donor base. Okay, so actually so callin during time for prospect research that’s what you mean, yeah, to proactively be able to do it? Because the reactive research, whether even if they’re just going to google and no further, they’re probably at least doing that, right? So they have a meeting with somebody or a company, and i would hope that they are, at minimum, looking at google to find out the more information prior to that business meeting. And then if you are limited to the reactive research there are you can certainly go beyond google looking at the names that you already know. Oh, yeah, absolutely. There’s a lot of free web sites as well. A fee based. I actually have a going beyond google for download document. Right on my web site on the resource is page so that’s free for the taking and there and available. So there are definitely resource is that can help you. And if you’re not able to look at your database and trying to determine who to research in the database, then there are companies that will screen it for you so that the names could be elevated. Okay, but those air always fee based services, right? Okay, what might you be looking for within your own data if you’re going to do this on your own to determine who you should be paying more attention to? What i think they can do is take a look at the longevity, how long the donor has been contributing to them, even if it has been a very consistent amount of dollars over. A long period of time and, you know, long period of time varies, you know, for the non-profit but i would say somebody’s been giving to you for a ten year period, and they’re consistent about it. The text seems to come in every year at the same time that somebody who’s made a commitment here. Non-profit and you are somewhere in their fearful answer bait. So longevity of gift size of gift matters. And also if somebody just happens to send you a check for an amount that is way out of the range of their normal e-giving that’s a flag as well for you to think about researching them a little further and cultivate that relationship, okay? And this is all with an eye toward perhaps elevating their giving. Is that right? Yes. That’s. Right. You want to take a look at doing this type of research so that you are taking people that are currently tied into you in some way, shape or form they’ve bought into your mission. They love your non-profit they’re committed to you on dh. You want to think about how to engage them further and elevate their giving? Okay? And you identify. That commitment, a cz you were describing based on their giving history, right? Absolutely. And, you know, let’s not forget people who are longtime volunteers for the organization because there are people who, i guess, unfortunately have the mindset of, well, i give my time to your organization, therefore, i don’t need to give my money on day, maybe give giving their money elsewhere so it might be kind of interest, i think, to take a look at some of those very, very committed volunteers who are giving of their time, but not money and researching. Well, what are they doing in the community in terms of money? And is there some way we could further the conversation so that we can be included in there monetary philanthropy and not just giving of their time? It occurs to me that the research we do when we’re looking for planned e-giving prospects is all reactive because you can’t bring someone new to the organization and then and then expect them to be a plan giving prospect and asking them to include the organization in their will or some other state plan when they’re just brand new to the organization, so we’re always doing, i never i never really i never described in this way, but looking for plan giving prospect for always doing reactive research that’s, right? You’re always reactively taking a look at people committed to the non-profit and you’re probably looking for all those same signs that i would be looking for, you know, that longevity of gift size of gift again, just looking to elevate them to perhaps a larger gift or as you just mentioned, maybe they’re absolutely right before a planned gift at this time or at least to be thinking about that conversation. And the key thing about looking for those plan giving prospects is when you’re looking at the donor’s longevity, as you were describing maria, the consistency of giving you don’t want to ignore the smaller gift, even if someone’s been giving ten dollars, a year, and if they’ve been doing that for a decade or more, you know, seven out of the past ten years or eight, fifteen or eighteen of the past twenty years that makes them a great plan to giving prospect, i think it could make an excellent plan giving provoc fect yes, absolutely, you know? And as i mentioned there are just some very inexpensive free resource is that you can go to to just find out a little bit more about that prospect, just to see if you can elevate that conversation to that point and s so let’s. Then now go beyond the reactive into the into the proactive. So hopefully this is ah, smaller non-profit that finds its slow time and sets time aside for prospect research or it’s a bigger shop. And they have the resources to do more proactive going outside the database research. How would they get started? I think one of the things that they can do is take a look at the other non-profits in the community who might be garnering some of the larger gift. Especially if that non-profit is somewhat similarly related. Admission. Teo, you so, as an example, if you have a women’s health and counseling center and they are interested in expanding their donor base, they might take a look at who’s giving to the local cancer societies, the local harder association, the local hospital. Anything having to do with health related mission. Okay, maria, we have to take a break. We’re going to continue this. Exact topic about ah, carrying on your proactive research with maria semple are regular prospect research contributor. After this break, so 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 hunters. People be better business people. Dahna oppcoll this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking call. If you have big ideas and an average budget to tony martin, any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity welcome back. We’re live tweeting use the hash tag non-profit radio i want to thank fundraiser beth and at fund-raising bethan at dominique de jones for joining us on the live twitter chat. I’m with maria simple and she is our regular prospect research contributor. We’re talking about doing proactive versus reactive research, so maria let’s just continue in going proactive, trying to find people outside your database and acquire new donors. Your advice is right before the break was toe look for non-profits that are maybe similar in mission and see who’s giving there. Yes, absolutely. And, you know, during the break i was also thinking about another excellent free tool that we all have available to us is linked in, and they’re for example, you might be able to find people who are interested and easily connected to okay for explaining to them what your organization is about and so on and so forth. You and you and i talked about your interested in urine, anand immel welfare non-profit and you would like to connect with more people in your community who are interested in animals and pets, etcetera, so you can go and do a key word. Search on the advanced search page of lengthen log into your account, go to the advanced search page um and find group right. Would that have on interest in animals and you’ll find quite a number of them. So there’ll be people from all walks of life who are keenly interested in animals. You can also go to the keyword field and look for people in a specific geographic region who might have the word animal somewhere in their profile listed. So you know something like that can be very, very helpful in expo being your daughter donordigital base or your volunteer or board based and again it’s free and i love that little of detail. Thank you very much. That’s i think most helpful toe listeners. Another way of finding out who gives to organizations is just by getting their annual report. Yes, absolutely. And sometimes those annual reports are available right online in a pdf downloadable format so you can take a look at those annual reports and try and determine who’s giving. You’re not going to get an exact dollar level, you know is most daniel reports might list somebody giving it the silver bronze gold level. Platinum, etcetera, but you’ll have at least an idea of the range of where somebody is giving. So definitely, i look att annual reports of non-profits whether i’m doing reactive research or pro active research so absolutely could be useful in both in both cases and if it’s not available on the web, you can always just contact a non-profit and asked him to mail you a printed copy, right? Yes. That’s right old school. Just like the phone. So joon, old mail phone. We don’t need these things dispense with this. I don’t believe that. Just joking. So there are also some online resource. Is that you like? There are. There are several bass resource is that i like you think for a proactive research. Would you like me to mention if you’ll please detail? One century source might be wealth engine. They actually have a prospect generator tool that you can utilize with their particular service. I like i wave dot com i w a v dot com. They also have the capacity to do some pro active research. They have donor-centric sample where you can put in the name of a specific non-profit or type of non-profit. And lists of donors who gives to those non-profits will will be generated for for you. And you know, you would have to parse the data so that it’s suitable to your particular geography. But, you know, it’s it’s definitely doable news resource is and that’s, something you could do for free. You can go to your the library website dahna and log in using your library. Barcode you know, we’ve talked about that before in previous show using the local library. Yes, yeah, absolutely. So you can tap into the local news. There were statewide news resource is for free through your library link, and then be able to do some research on people who are, you know, named is the who’s who in the community people being honored things of that nature on and perhaps find more people who are interested in your theme newspaper like the u s mail in the phone. These things still exists. Yes, and they’re not expensive. Used them for pete’s sake. I mean, they’re so you know, i don’t know they’re so under thought off is what i’m trying to think of. What about that could even be local foundations right in a in a community may be local family foundations or something. Yeah, so what? You might want to consider doing iss every non-profit organization has the capacity to search a source called guide store, and they can search on their advanced search level, actually for free. Tony ok, a thousand dollar level of service that non-profits concert for free, they’ve agreed to maintain their own non-profit data, which is a win win all around, right? You’re getting a better story about out about your own non-profit and then you also have access to their premium level of search. You and i talked about that that what you would hopefully do is go in and identify more family foundations in your geographic community. Okay, you put in a zip code, you can go out, i believe, about a hundred mile radius from your zip code search for those family found foundations. These are people that have decided they’re going to take philanthropy to a new level, and they’re getting serious about it, and they have decided that they’re going to form a family foundation to filter their giving. Those are excellent prospects to go after pro, actively researching what i usually suggest to a non-profit once you have that list let’s say you identify one hundred new family foundations in your community that you serve that you didn’t realize existed. Take a look at the trustees of that foundation. Circulate the names of those trustees with your board wave your key volunteers. See if anybody has a connection to any of those people trying to make it more of a warm introduction as opposed to a cold introductions. Marie, we have just a minute left before we have to stop. What about business? Resource is like business publications or the chambers of commerce. Chambers of commerce. Their excellent. Most of them will have their membership directory searchable online. Also again, through your library link, you confined businesses. Uh, tailoring your search on a resource called reference yusa. You’ll be able to find businesses and business owners through that particular resource. So i think those could be excellent sources. And not every business is doing terribly these days. So try and take a look at what is doing well and focus your efforts there. Great detail. Thank you very much. Maria. Welcome. Maria simple is the prospect finder you’ll find her at. The prospect finder dot com she’s, our regular monthly prospect research contributor she’s, also the author of panning for gold, find your best donorsearch prospects now been a pleasure having maria on i also want to thank deshele dorsey from changing our world for being a guest today next week. I don’t know it’s gonna be a show from the archives? I haven’t chosen it yet, but there’s a way that you can find out you don’t have to wait until next friday at one p m eastern. When the show starts, you can sign up for our show alert duitz and you could do that on our facebook page. You know where facebook is, then just searched the name of this show and there’s a link there. Tio get our weekly insider email alerts if you like the show while you’re on the facebook page, click that like button and become a fan. You can listen live or archive you’ve been listening live. If you care to listen archive, then you can hear us on itunes. You can subscribe. Listen anytime on your computer smartphone, whatever the listening device you prefer? Not not not those june phones and emails. Are phones and u s mail? This is cutting edge on itunes and you’ll find our itunes paige at non-profit radio dot net. I think i said june three times today that’s xero that’s overkill! Yeah, no that’s not no it’s someone here in the studio janet’s telling newsjacking duvette was not jargon. Everyone knows june it’s common knowledge what jae joon means that’s five times i’ve used it today, june six on twitter. You can follow me. You could follow me on you can follow our hashtag use it wildly. 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060: Research on Women Donors & Learning Lobbying Limitations – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

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

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

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

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

Tony’s guests this week:

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

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

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Welcome to tony martignetti non-profit radio on friday, august twelfth. I’m your aptly named host tony martignetti hope you were with me last week when it was wild woman fund-raising i had mazarene treyz consultant and author of the wild woman’s guide to fund-raising she was with me for the full hour to share her thoughts about career social media grants, manship and mohr. We did our live first tweeting last week, and we’re going to keep that up this week when it is got women donors from the fund-raising day conference in new york city this past june, we talk about successful initiatives to expand your female donor base through targeted and appropriate cultivation, solicitation and stewardship. My guests are michelle walsh from the us fund for unicef and travis fraser from united way of new york city second half of the show linked in for prospect research i’ll be joined by our new regular contributor maria simple the prospect find her, she’ll be sharing strategies for using linked in to find people and organizations who could be your employees boardmember sze volunteers and donors. As i said, we’ll be live tweeting this week the hashtag is non-profit radio we’ll take a break, and then we’ll start with god. Women donors you’re listening to the talking alternative network. Neo-sage you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s a lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Zoho hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney durney welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis in times square in new york city. My guests now are travis fraser and michelle walsh. Travis is director of mate gif ts for united way of new york city and michelle walsh’s, director of leadership gif ts for the united states fund for unicef. Welcome, thank you, thanks pleasure to have you, they’re seminar topic is success stories got women donors, and so we’re all about talking about female donors. Michelle, why are female donors important? Why are the important they’re important? Yeah, i mean, if you look at research even to start, which is where we were talking earlier today, it’s, they’re making up a larger part of the e-giving population than ever before. So i was just referencing an article earlier where in two thousand five was the first year that the irs had records that women were actually out giving men as a whole. I think it was sametz twenty one billion as compared with about sixteen or seventeen billion so and that’s already, you know, six years old at this point, but they have huge giving power and very often that they make their decisions differently, and we need to be aware of that and that they also are motivated differently, so i think they’re important because they do give and when they do give, they tend to mobilize people, so not only did they give their own funds, but they’re also generating additional support very often and travis. Of course, in the upper ages, women survive men on average, yes, moflow closer tonight. So? So if we’re talking about deferred or planned gift, women become critical because typically they’re inheriting their husbands, their husbands, states or a portion of yeah, yes, that’s that’s true, we don’t deal a lot with plant giving within our women’s group, and i think as our core group of members ages and we start looking broadening, i guess t younger populations, we might start making plans with four plan giving with them, but because of how we’re able to engage them and draw them closer to the organization, they really i thing translate into perfect prospects for for major get for plant gifts in the future. So, michelle, you mentioned different donor motivations women versus men. What are some of the differences that you see? I think that women as a whole, obviously only one particular woman relies right, but that if you look at women as a whole, very often they’re motivated by things that they can connect with and be involved with, so they’re motivated by family, they’re motivated by making a difference. We’ve noticed that it’s not usually being on a donor list or being on a donor wall, they also want to be a part of a community that’s doing something that has results so there really is a motivation about doing. Good in the world and what? What? That accomplishment iss okay, and how do you find that different than than the male donor? I think that it’s not as driven in terms of the connection. So seeing something and seeing what it’s doing hasn’t been as much of a motivator for men in that same when you can have more of ah here’s here’s the information this is what it’s going to do? Of course they want to know what the results are but it’s not as much of a desire to be engaged in the process. Okay, yeah, michelle, your work does include working with older donors seventies and eighties women in those ages. I would say that it’s across the board. So we’re looking at ultra high net worth individuals and that’s really are deciding factor. There are certainly maura’s. You get up towards those hyre age groups of people that have accumulated that type of wealth. I think you spoke earlier with some of my colleagues who were talking about the younger generation twenty one to forty, right? And so we’re looking, really hoping towards getting most of the people to million dollar giver is a leadership. Gifts for us is one hundred thousand, but if we’re looking at that group, they are going to be, you know, tend towards the older end of it, but the representation of what portion of that is seventy to eighty, you know, i wouldn’t know off the top of my head, but there are certainly some people in there that would be in that age group, okay? And when you’re dealing with women of that age, i’m trying to focus. We’re talking about dahna motivations what’s your experience with when the husband was the primary donor on dh he’s, now deceased, you’re going to the you’re going to the surviving wife, what’s your experience around their willingness to teo continue to give, i think i mean it’s so individual if they’re very defined and what they’re giving is it’s, you know, very often on lee really about honoring someone’s memory, but if in order to engage them personally is the only way that i think that you’ll be able to get to that larger gift on dh to be able to do that, we’ve had it in a couple of instances, but getting back to even what the data is. Is that women are making more of the decisions while they’re alive. We know, with the married spouses well, i think travis actually was talking about what i was yeah, yeah, don’t you want to, travis? I mean, there there have been some recent studies out that are really showing that women are making about eighty percent of all of the sort of household financial decisions, whether that be philanthropic decisions, just what they buy, what goes into the household there there really the decision makers and i i feel like as fundraisers, we’ve really been led to believe that they are making it in tandem as a couple on dh in some cases that’s, true, but what we’re really finding through some new donorsearch audis that that is that the female is thie number one sort of decider in that position, okay, even when do we know if that applies? Even when the the husband is the person with the primary relationship to the organization, you know, i’m not sure that it goes that the research goes that deep. Um and i think that anytime you have any part of a couple that’s, the primary relationship, you sort of deal with that primary relationship, but also tried to to engage the other spouse in any way that you can with the work because you really want to see that couple as, ah, holistic entity, you know, it’s it’s, not just one person, yeah, excellent and applies all the more if, if the if the husband is the primary relationship, you certainly do want to bring the wife in because, on average, she’s going to be surviving her husband? Yeah, yeah, you know, and i have to say that being at united way were somewhat unique because a lot of our donors give through workplace campaign, so we’re really dealing with one half of the couple we’re really dealing with the female leadership donor xero followers, or mohr and electing to do that through payroll deduction. So it’s really her decision of what she’s doing with her paycheck? So it really involves her more and what she’s interested in and getting into. I sort of heard interest areas, so that has been very interesting for us, especially in trying to branch out and look towards more individual donors who aren’t sitting in the workplace and developing strategies to get to those people on dh and people that are part of a couple and engaging both of them in the work that we’re doing and we’ve definitely found that. So you know, a number of our male board members and with our particular woman in philanthropy initiative it’s been female board members who have led the charge, but a couple of male board members who have really founded a great opportunity and excuse to engage their wives without them. S so where they’re not just dragging them along to an event that they’re like that’s your cause, but that they’re able teo to feel and ask the questions that they want to ask. Without that, what do you call it? A arm, candy or whatever, however you want to call it in either direction, but that there’s no one there to hold them back or push them forward to engage and it’s been a really good opportunity for us to have some good open conversations with the spouse without the key driver, the ky connection president, they didn’t think dick tooting getting ding, ding, ding ding you’re listening to the talking alternate network e-giving e-giving cubine. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna looking to meet mr or mrs right, but still haven’t found the one. Want to make your current relationship as filling as possible? Then please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com hey! Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Oppcoll zoho do either of you or maybe both of you work around getting volunteer engagement from from females? Is that a part of your work? Or was it all just related to financial giving? Our entire program is volunteer related thie group that i manage is called women united in philanthropy on dh it is managed by a group of volunteers who come in volunteers steering committee that really charts the course of everything that that does so how do you start to get people engaged in that volunteer steering committee? Well, it really has been through the work of other steering committee members, we’ve been around for nine years, and this is a women’s this women’s group. Yes, it started from a conversation we were challenged by a female donor, two who asked us what we were doing to engage female donors, and we didn’t really have an answer for her. So we had a female boardmember who was very interested in getting to an answer. So she opened her home. We took a look at our lists of donors and sent out invitations to a number of our female donors to come together for a round table conversation and what came out of that conversation was very core group of dedicated women who really wanted to build something, and from that, we’ve been able to build a program that really engages women in the topic area that we’re raising money for, which is youth empowerment, and we are able to really talk about the issues that were that that we’re working towards. We give them opportunities to volunteer in the programs to see their dollars at work. Andi have educational forums that bring together some some thought leaders in the areas of education and health so that they really feel like they’re a part of the philanthropic process and that’s really what we tried to do to engage our female donors. Travis foster fraser sorry is a director of major gifts for united way of new york city and michelle walsh’s, director of leadership gif ts for united states fund for unicef and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven earlier, i said next-gen charity because we were because michelle, when we’re talking about a twenty one to forties it’s next-gen so it got me saying next-gen which way also be at the nextgencharity conference, but today we’re not they weren’t fund-raising day two thousand eleven, travis, do you see a difference in the willingness of male donors versus female in terms of the the time commitment, willingness to spend time? You know, i think that’s an interesting question, and, you know, i a lot of my work is with our our female group, but also with our young professionals group, okay? And i would say that in our young professionals group there’s really not that discrepancy between the amount of time to volunteer, the males and females of that generation are really wanted to eat together, and i would say that with with people that i’m working with on the women’s group there it is a little bit easier to get women out to volunteer opportunities because i think they just really want to see there the work in the fields, and and i think a lot of times, men, i can take it from you as the fundraiser to hear about what their work is doing. Our work is doing it. Michelle, do you see a difference between men and women in terms of their their desire for understanding outcomes? And what the impact of their gift is, is there a difference across the genders there? There probably is i think that women are often underestimated and their willingness to really want to do dig into the data and the financials and all of those pieces. And of course, if your stereo tell you, you know that they wouldn’t get it or that they don’t want to really spend time with a balance sheet or that they’re more emotionally driven or whatever the some of the negative stereotypes are on. Some of them were positive, but does though, right? But i think that women do want to understand what what the back end thinking is, and particularly as you deal with the higher end givers and the more sophisticated philanthropists, they know what they’re looking for, and there are certain delivery bols that they expect, and there are certain organizational structures they expect to be in place with their financial or otherwise, and they ask those questions, and they think very seriously about where they’re going to give their money, you know you’re going through, i can piggyback on that, you know, we have a group of our committee that comes in and meets with our program’s staff to really talk about what they’re doing and and what the investment that women united has made in united way is really is doing, and they ask the toughest questions they want to know exactly what the budget is. They want to know what the money is being spent on, and i think that that is the thinking that you were alluding to earlier is completely backwards. I think they really want to understand the entire issues they want from from costs of services to then what the services are actually doing, that they really want the whole full, holistic three sixty view of initiative. Michelle, you’re experienced. Yeah, and i would say that we’ve sound found more different is between sectors and where people worker identify themselves and professional sectors than male female. So, you know, sort of the hedge fund circle has a certain way of thinking about a problem, and they’ll come at you with a set of questions that are almost predictable, and lawyers have a certain way of approaching it more so than a cross gender lines. I’m not going to ask you to comment on your own individual situation is that united way or united states fund for your staff? Generally, do you see women adequately represent went on boards? So from where i said, i think there’s a couple of key pieces, one is that our ceo is an amazing female leader, and that has really set the tone and a lot of ways for not only supporting our initiative with women philanthropists but inboard leadership. So the four, therefore women, all board members, that air chairing our women in philanthropy initiative and the strategy around engaging ultra high net worth individuals to support the u s from for unicef, and they have all stepped up phenomenally, and i think it’s been critical in having those female representatives on the volunteer level onboard leadership roles, and they represent really influential rose rolls and the rest of their lives, and they’ve brought that to bear on this effort. It’s been absolutely critical about your travis do you worry about again? Not necessarily united way, but do you worry about there being inadequate representation of women on boards? I think there’s there’s more work that needs to be done, but i think that a lot of organizations are realizing that women make very, very strong boardmember is there much more thoughtful about the issues? They really want to understand the full picture of what is going on, and they don’t just sort of make those knee jerk reactions that sounds like an ideal boardmember and and, you know, i can say for the united way system, we recently did a survey of the one hundred and twenty different women’s leadership groups that united way has across our system, and what we have found, which is astounding, is that from the year two thousand seven to two thousand nine, which had the huge financial meltdown united ways that had boards with that were made up of thirty percent or more female participation, their women’s group grew about twenty eight percent in fund-raising and fund-raising and dollars contributed just versus those united ways that had less than thirty percent makeup of women on their board grew their fund-raising grew one percent. So really shows the power i think, of women to really come together, rally around a cause and get people to contribute at very, very critical times, i have to say credit to the person who thought toe look att that variable female representation on the board that’s not that’s, not a very and its outcome in fund-raising that’s, not by any means a typical variable that you would see and look at the outcome of the correlation with interesting let’s. See michele, in terms of let’s, talk a little about, like nuts and bolts. I don’t want to spend a whole lot of time on soliciting women, but we’ll spend a couple of minutes you have advice that’s particular to women about asking, you know, your your work is an ultra high net worth but not necessary, you know, generally soliciting women advice? I don’t think it’s any different than soliciting a man because i mean ideally still stations at that level happened face-to-face one on one and it’s doing good fund-raising and reading people’s faces and listening to the cues and paying attention to what they’re interested in and compassionate about or passionate about. Rather, i think in that regard, it’s all the same, some of the messaging and the way that we engage them leading up to that is where the differences okay and that’s, the stuff we’ve been talking about. Exactly travis, how about for you closing thoughts, i think, really, the only thing that i would add is just making sure that there is a really good next step for them to be involved in a substantive way beyond writing the check, whether that is taking them out on a program visit to go see see the work, whether they they’re volunteering at a school, whatever it is, just make sure that there there’s a really solid next up for them to get involved because they really want to get involved, okay? I just realized we have a lot more time than i than i thought you’ve done yourself. You had your seminar already today or it’s coming up, we had any provocative questions from the audience that you want to share around the subject. We’re interesting, yeah, i was talking to some of my colleagues and some of the other sessions and comparing notes on questions, and i think the one that i heard that came up in all the questions was sort of how to say no, no to a gift, no to the wrong gift or no to a donor who wants to direct very specifically, in a way, that’s. Not in line or give them right. They want to make a decision. That’s not really their decision to make and navigating that. What was your what was? Did you have that in your session or what? Wait. Okay. I know. I mean, i have one of the most important things. Is the fundraisers to know when to say no? And how does they know? And it’s? Not always easy and not everyone’s. Good at saying no, but giving people what we talked about is creating option so people feel like they’ve made it legitimate choice, but not beyond what your realm of possibilities are. So a multiple choice question as opposed to an open ended question where people can say, this is really what i want to dio bye still not creating the program from scratch and tweaking the little details, but giving them real opportunity to be a part of the experience as well the experience of of whatever the program is. So if it’s, you know, for us, it’s obviously in the field and international development. But, you know, even if it’s the question came from someone who was working in parks, even if it’s a parks project making them a part of how that plays out. How about you, travis? Any questions that came up in your program that you want to share one? Well, i think that that my group is able to direct the money at the end of the year that they raise, and that can create a lot of nervousness, i think, among program staff and really, you know, and i know it’s something that unicef does as well, we don’t just open it up and say, okay, you’ve got this big pot of money, where do you want to put it? You know, we we really bring them in so that they can meet with our program staff and give them sort of a menu of options of where we think they could have the most impact and take it from there because we’ve really been able to develop relationships where they understand that we’re going to give them what we think is bad that’s for the organization as a choice, and it really allows them to feel like they’re making a choice and have an investment in what we’re doing. But then, at the end of the day, we get what we need you at the same time, so the organization obviously has a role in setting expectations, managing expectations, sort of, and michelle is, you suggested the multiple choice question, constraining things so that people are not out out in left field success stories got women donors as thie seminar topic for travis frazer, director of major gif ts for united way of new york city, and michelle walsh, director of leadership gif ts for united states fund for unicef, travis michelle, thank you very much for joining me, thinking it’s been a pleasure to have you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven. That was my pre recorded interview from fund-raising day last june in new york city. Now we’ll take a break after the break. Tony’s, take two, and then, after that, linked in for prospect research, so stay with me. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna this is tony martignetti athlete named host of tony martignetti non-profit radio non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design, photography, social media management and now, introducing mobile market. Their motto is way. Do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking. Welcome back to the joe it’s time for tony’s take too, but first a reminder that we are live tweeting today, the hashtag is non-profit radio please join the conversation on twitter on tony’s take two this week. My block post is a test of google plus for your non-profit i was interviewed by new york enterprise report for an article on using google plus in small business, and i thought my ideas might help you to evaluate google plus for your non-profit now, of course, caveat, i’m not a social media guru expert thought leader, a small business owner. And so with that caveat, i’ll tell you what i’m doing with google plus and how i’m evaluating it, and you can see if that makes sense for your office or not. I’m really looking at the people who become my friends on google plus and the features that it ends up offering for the business profile pages, which is, you know we know them in facebook as a fan page. Google plus doesn’t have business profiles yet, but we all expect him to be coming, and google says they are coming within the next couple of months, so i’m going to be interested in who the people are, who joined me on google plus either because i invite them or they’re inviting me if they’re the same as the people i know on facebook, i’m probably going to be less likely to spend a lot of time, you know, keeping up a very active profile page on google. Plus, i would certainly have one, but how much time i devote to it is really what the issue would be on the same thing with the features. If it’s pretty much the same features as a facebook fan page, then i don’t really see advantage, but if it has some things that i’m looking for that i don’t see in facebook like for me, it’s ah good calenda ring application and a good, solid polling application like we can do in surveymonkey but built in facebook doesn’t have those things and it has polling, but not really a strong one, so if it has good features, i’ll be again more likely toe spend more time keeping a very active business profile page on google plus, so those are my ideas around evaluating whether to do that for my business, i don’t know if that’s of value to you, it might be in looking at google plus for your small non-profit um, you can see more detail about that on my block at m p g a d v dot com, and that is tony’s take two for friday, august twelfth with me now is maria simple. Maria is our newest regular contributor to the show. She’ll be on once a month. She is the prospect finder. Maria is an experienced trainer and speaker on prospect research and consults with organizations interested in finding and connecting with their best prospects for long term relationships. Her website is the prospect finder dot com, and i’m really pleased to welcome maria to the show. Welcome, maria, thanks so much. I’m delighted to be here. It’s a real pleasure to have you were going to be talking about linked in today. Lincoln has some new initiative for non-profits you want to explain what what’s up there? Yeah, absolutely so what’s kind of interesting about it is that linked in a little earlier this year, actually in may, haddon i po and so now they are actually deciding they’re going to dedicate some resource is in terms of against money, but as well as human resource is to the non profit sector now on ideo aipo means means what jargon jail mary-jo actually started issuing stock, they became a public company, so initial public offense and they actually launched something called lincoln non-profits solutions, and so what they’ve decided is that they have three point six million individual members who actually identify themselves as either employees or board members of a non-profit so they realize that there’s a tremendous amount of potential to help the nonprofit sector and they are actually i’m going to be helping people they back, they’ve launched a page called learned dot lincoln dot com forward slash non-profits, where they actually give the non-profits both as non-profit professionals, but also as organization’s best practices on tips and tools for how to make the most out of the lincoln for non-profit so they’re looking at both individuals and organizations, you say, and that that three point six million, i’m sure there are a lot more than that because there are one hundred million linkedin users, isn’t that right? Yes. So, yes, you are. But you know, what kind of interesting is that? They somehow been able to identify that there, there are, you know, the three point six million who are somehow connected to the non profit sector, right? Because i’m sure, based on keywords in their profile or just the way they what they identify their employer as, but i’m sure that’s low. I’m sure there are more than three point three and a half percent of the lincoln community working for non-profits but so maybe this initiative will will draw out some more. But even with that three point six million, yes, so they have this the the u r l you gave that’s the learning center, right? Yes. That’s correct. They have a specific learning center set up now for the nonprofit sector. And when you’re on that page, if you scroll all the way to the bottom, they actually have a contact a cab. So their interest sted in hearing from non-profits selves non-profit professionals and organizations and board members as to how lincoln can best serve the specter. So they are open to feedback at this point in their formulating this as they go along and you spoke with someone who’s in charge of this non-profit initiative. That lengthened in you? Yes. Somebody who has recently joined linked in his name is brian breckenridge. And he is heading up the new program there. And he’s, you know, he’s very excited and he’s very open to learning from the nonprofit sector. About what, how they convinced serve the non-profits and so since you had a spoke to him recently, any inside track about what we might be seeing the into the future? Well, i don’t have any specifics to share with you, but i do know that they are planning some interesting changes, hopefully that they’re rolling out in the next, you know, in the next couple of months so it’s, you know, they’re they’re formulating this, they’re looking, they’re taking in and looking for feedback at this point and anything that they can do the best help a non-profit sector they’re looking for that feedback at this time, and then they’ll be looking to roll out some new initiatives, i think okay, and you see value in the lincoln non-profit solutions for prospect research. Absolutely i do, you realise linked in for prospect research and for prospecting. So i utilize it in both, eh? Proactive sense as well, as in a reactive okay, let’s distinguish between prospect research and prospecting. What do you mean, weird? When you say those two different things differently? What do you mean by both? By each? Okay, so if i’m doing research on a potential major donor potential boardmember for the for a non-profit and i have the name of that individual lengthen is definitely one of the places that i go to to try and formulate my profile on that individuals. So that is what i would call reactive research. I have the name of someone, and this is one of my tools that i use to do prospect research. Now proactively you, khun, take linked in and use their advance people search feature to find people who might be suitable for your non-profit for connections in a variety of situations, they have a keyword search. You can focus your search down to within a radius of your zip code of where your non-profit is located, you can focus your search down to specific industries, so if you are looking, if you are let’s, take the example of a on environmental group, right let’s say they are looking to connect with more individuals in their community who are involved in some sort of environmental services so they would be able to conduct this search. Now, obviously, when you conduct a search on lincoln, first of all, you have to have your own lincoln personal on dh. This is using the advanced certain advanced search. Is that right? That’s? Correct. Have on the right on the upper right hand side called advance. Okay, you quick, matt. It opens up an entire new search screen that most people haven’t really access, you know, realize it’s there. And the more rich your own network is, the more people you are connected to, the richer the search results will be for you right now. If i were, let me give you two very contrast examples. I actually happen to have over five hundred connections in my lengthen network. So my search results would be drastically different from somebody who is a very new to lincoln and only has a network of, say, twenty, thirty, fifty people. Because you’re always shown how many degrees you’re separated from someone. So the more people i have in my network, greater search results going so so you mean when? You’re doing this advanced search you’re searching all the hundred million people in linked in and it’s telling you which of those are in your first degree, meaning you’re connected to them directly, which are too removed from you, which are three removed from you. Is that what you think you were searching the whole population of linked in? You can. Yes, but you can ask lincoln to just focused down the search results for you to the people you might be first degree connected to second degree or perhaps where you share a group membership. Because there you’re going to be ah, lot closer. You have a lot closer of an affinity and making the one toe one connection may be easier for you. Ok? Suppose you that’s really rich that you can search the whole hundred million. Suppose you find somebody who’s two degrees removed from you and they seem like a very good i don’t know. Maybe maybe we’re provoc betting for board members. Let’s say, for this, for this environmental group that you suggested you see somebody to removed from you. What? Explain what that means. And then how can you try to meet that person? Okay, tony let’s say we come up with let’s say, i do this search and i’m looking for environmental people who and i come up with a guy named oh, i don’t know john smith. And you and i are first degree connected on lengthen that much i know, but let’s say, john smith eyes second degree connected to me through you. That means he is both first degree connected to you. And i am first degree connected to you. So you are the common link between us, right? Ok, so that would mean john is a second degree. So, like those, like those kevin bacon seven degrees from kevin bacon movie. Right? Because he’s been in so many popular movies. Okay, so you can get to him through me, in other words, that’s. Right. So what did you do? How do you do that? Well, lincoln actually provide you with the the there’s a form that you can fill out so that a message would be sent to both john and to you. Looking for that introduction. I could look to be just connect with john directly and say, john, in my my request to connect, i might say john, you and i both know tony. Andi, i think we have a lot in common. I’d love to be able to connect with you here on lincoln. Always modify that that’s that standard introduction that lincoln provides to you never just go ahead and just use the standard intro, you realize those defaults aren’t aren’t very friendly, really there’s really bare bones, but so you’re allowed to your lot to connect with john smith your lot to contact john smith, even though you’re not directly connected to him. That’s correct. I could just send him an invitation to connect and just mention your name in my little intro is toe. Why? I think he and i might want to connect, you know, it’s up to him to accept my connect. Ction request? Sure. Okay, i see what you’re doing it through the request to connect. Okay. I see. On dh. Then the alternative is you could ask me to connect you to him. That’s. Right? I could ask you directly. I could go the old fashioned way. Tony, i could pick up the phone and call you and say, tony, you know, how well do you know john is? This somebody you know very well can you make some sort of a personal introduction even outside of lincoln through an email system. But at least lincoln’s provide you with the opportunity to identify potential boardmember potential donors in very specific sectors. Yes, the phone. You could pick up the phone and do it that way. And that way we don’t have to communicate through linkedin using their default messages or which we would really like. Anyway, i never thought that you could pick up the phone, imagine it could even have lunch and we could talk about it that way. Way. Imagine. See what? See what the web can do. Encourages you to pick up the phone. How do we had we operate without linked in years ago? I don’t know. So let’s, go back to the learning center. Um, yes. So they have. They have suggestions there for individuals and non-profits maria, we have just like a minute before a break. What are a couple of the not for profit? The organizational suggestions on unlinked in. And then after the break, we’re going to detail. Well, you could create a company page at no cost. So corporations, companies. Small businesses are doing this. We i highly recommend that a non-profit create a what they call a company page for their own. Non-profit, and they actually give the example of the american red cross that has attracted thousands of followers on lengthen and so other non-profits may want to check out what they have done. And, you know, look, learn from that and not reinvent the wheel. Ok, well, look att, the company profile and other things. After this break with maria simple, the prospect finder. Stay with us. You’re listening to the talking alternative network. Duitz are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications, that’s the answer. You crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com lively conversation top trends, sound advice, that’s, tony martignetti non-profit radio and i’m ken berger from charity navigator. Oh! And i’m tony martignetti and i’m with maria simple, the prospect finder we’re talking about using linkedin to find and connect with people who could be boardmember sze donors, employees, volunteers. So, maria, the advice that you were giving before the break is that a new organization could create a ah profile page that’s correct, and i would highly recommend that they do that and the reason tony is and and i’m not suggesting that they should set aside any of their other social media strategies and presences like that they might have on facebook or twitter, but what you want to be able to do here is this is lincoln is the professional network, so you want to be able to, of course, capture the attention of people who are in the business community. You don’t want to exclude this, so this is free, you know, obviously whoever is maintaining your presence on other social media’s would want to be able to set this up and you can upload your logo. You would be able to give a nice description about the organization, provide your website, there’s, even a mapping feature where they tie it right into google maps. So that people will be able to see precisely where your non-profit is located. So, you know, it’s free, and i think that they should take advantage of that. I think the lincoln says there about one hundred thousand non-profits that have company pages, there should be many more that’s, a that’s, a good number, but there should be a lot more. How specifically does this one do they? I mean, how do you create a a company profile or non-profit profile versus creating a personal profile? Well, of course, the help affection of of lincoln is going to be very, very helpful to you, but they also have here they give you some steps on how you might be able to do that right on the non-profit learning center that we talked about earlier, okay? And again, the girl for that is linked in dot com slash forward slash non-profits actually, it starts off with the word learn ellie, are there yet i left. Yes, thank you very much. Learn dot linked in dot com forward slash non-profits thank you. And now groups are very popular and non-profits can create their own non-profits can create their own groups and you couldn’t decide if the group is going to be a closed group, meaning that everybody has to be first approved by some sort of a group moderator thatyou’re going to appoint at your end or it could be an open group. And keep in mind that if it’s an open group, all of the discussions are open and searchable and people can just join the group without any type of moderation. That and what’s the value for having creating your own group after you’ve created your profile. Well, they might. It might be in an interesting way to host certain conversations around specific topics and, uh so they, you know, if you have, if you’re a large enough non-profit and maybe you are hosting even conferences around your specific topic, that is something that you can use the group for if you want to engage people in discussions, much like you might see discussions in other types of groups that people are on on linked in, but it would be very specific to the time of organization that you are in the population that you serve, and after you create the groups than you invite people to join is that how it works. Well, you can’t invite people to join. Yes. You definitely can do that and invite people who are already in your linked in world to join the group. But people are going to be able to find you once you are set up in a group on lengthen. You are now searchable as well. So i remember i was telling you about the search functionality. The groups are a way that people, you know, look for like somebody might look for a live networking group to join. Somebody might be looking for a group around this specific area that you serve. Okay, so yeah. So if your work is for the m r d d community, the mentally retarded, developmentally disabled, you might create a group around the service around dahna discussion around the needs about that for that community in your own communities, you could make it a very localized group. Yes, you can. Some groups are geographically localized as well. But you may not want to limit it to that. I mean, lengthen is a worldwide a phenomenon, if you will. So why not? Why not? Just open it right up and allow people? To tto learn more and you never know where that relationship is going to lead. Okay, um, they also have something called linked in recruiter for for job, for organizations looking for employees, how does that work? So what they’re doing is lincoln does have a recruiting solutions portion, which is a fee based portion to their service that’s kind of steep, isn’t it? Well, yeah, for some non-profits mean, what they’re saying in an article that i read is that they are starting as low as four hundred dollars a month when you could be a little steep saw non-profit but they are, you know, offering these recruiting solutions, if you will, at a discounted price for what they would offer the for-profit world, okay, and that’s, if you’re looking for employees that’s correct, if you look nufer employees, they have they have sort of three separate sections, one is called lincoln recruiter one is called jobs network Job slots and the other 1 is called career pages. Okay, let’s, talk a little bit just in a couple minutes we have left about the offerings for individuals who are in non-profits what what’s the advice that that the learning center gives for individuals. Well, you definitely want to make sure that your profile is as one hundred percent complete as possible. So you want to make sure that your profile itself is rich so that as you go out and try and make connections with people, you will be able tio look like somebody, obviously, that other people really want to connect with that you are a thought leader within your own community, if you will. And so it’s really like a resume on steroids, you know, your opportunity to really shine and stand out from other people, so why not make it that way? Using the status updates, i’s a great way to let people know sharing articles, having to do with sector that you serve if you are a speaker, it’s a great way to let people know where you’ll be speaking, especially as it relates to your subject matter area on dh, especially if you do a lot of speaking on behalf of your non-profit it will let people know where you’re speaking either virtually and webinar format or, you know, live format if people are looking by the way tony and forgot to mention earlier fremery we have just about it, we have just about a minute left. Ok, on the resource is page of my website of the prospect finder dot com i do have a downloadable maria samples top five tips for prospecting with lincoln, so if they’re interested in some general tips about lincoln for themselves on a personal level, this will help them. I think you also learn how to use some of the more advanced features, all right, thank you for sharing that resource page that’s really all the time we have that is maria, said pompel the prospect finder again, you’ll see her at the prospect finder dot com, and she’ll be joining us once a month to talk about her advice for prospect research. Maria, welcome to the show as a regular contributor and thanks for today. Thank you, tony it’s been a pleasure next week, we’re going to lead the leader’s motivating your board to fundraise. Another interview from the fund-raising day conference last june, the consultant, andy robinson and carry kruckel, whose vice president for development and communications at w n tv reveal how to move your board to be the best fundraisers they can be. And the second half of the show explaining earned income are legal contributors jean takagi and emily chan from san francisco. Breakdown what earned income is why it can be good white-collar be bad, why you need to understand it to protect your non-profit and keep it out of trouble that’s what’s coming up next week, you can keep up with with what’s coming up week after week by signing up for our insider email alerts on the facebook page. While you’re there like us and become a fan of the show, please, you can listen to tony martignetti non-profit radio on the device of your choice. Any time you like. By subscribing on itunes getting the automatic download, you’ll find that at non-profit radio dot net on twitter. You can follow me always use the hashtag if you want to talk about the show and the hashtag is non-profit radio on twitter, our creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting his sam liebowitz. Our social media is by regina walton of organic social media. This is tony martignetti non-profit radio. 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012: Going Beyond Google & Everlasting Endowment – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Maria Semple, principal of The Prospect Finder

Cathleen Rittereiser, author of “Foundation and Endowment Investing”

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