139: A Conversation With Eugene Fram – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Eugene Fram, professor emeritus at Rochester Institute of Technology and author of “Policy vs. Paper Clips.”

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent for april twenty six twenty thirteen i’m your aptly named host question have you raided and reviewed the show? I haven’t asked for for many weeks, and if you haven’t done that, i’d be grateful if you did. We increase the ratings and reviews on itunes considerably the last time i asked, and if you haven’t, i’d be grateful if you did if you wouldn’t go over to non-profit radio dot net, start there and click readings and reviews and then give the show one to five stars, hopefully five and an a rating. I’d be grateful for that. Thank you very much. Oh, i hope you were with me last week. I’d suffer acute respiratory distress if it came to my attention that you had missed a conversation with amy. Sample ward part do she’s, our social media contributor and co author of social change. Anytime. Everywhere we talked about your multi-channel plan fund-raising calendar, staffing and budgeting and now you know what a home page hijack is this week. A conversation with you, jean fran lots of conversations professor emeritus at rochester institute of technology dr fram is author of policy versus paper clips introducing non-profits to a corporate model of board governance to cut out the minutia from agendas so your board can focus where it should on policy and planning roughly thirty two minutes into the hour on tony’s, take two ah that’s, a little bit of a toughie because i’m recording this about three weeks in advance, and i don’t know what’s going to be on my block, but i’ll share some gratitude on tony’s. Take two my pleasure now to welcome eugene fran he is professor emeritus at rochester institute of technology he’s, a consultant, board chair and volunteer director for non-profits he has authored a co or co authored more than hundred twenty five journal articles on marketing and non-profit and corporate governance, he wrote the book policy versus paper clips, which you can find on amazon to introduce a governance model that we’re going to talk about on twitter he’s at eugene fram four a m just like the oil filter eugene fran, welcome, welcome good morning to you. Good morning to you, it’s it’s morning in california on the day that we’re recording very early morning. So thank you for joining me this early from the left coast. It’s. My pleasure, jean. Are you are you part of the fram filter family, buddy? Chance. Unfortunately, i am not. You’re not those things still around. I don’t own a car. I haven’t had a car for years. We are fram oil filters still around. Do you know why? I think they’re still on the web. I seen them. Okay, you have but that’s, not you. I’m sorry. And that’s not me. That’s. Alright. I’m not part of the great martignetti liquor family in boston and new england either. So okay. The both of us are suffering from famous names and chronic under representation in the in those wealthy families. Yes, we’ve been born with huge handicaps. I’m still trying to overcome mind. I hope you have overcome your one hundred twenty five articles. Yeah, somewhat. But you know, my ambition is to go to a thousand. Okay, well, now that you’re in retirement, you have more time for that. But yes. That’s true. Professor emeritus jean what? What’s what’s happening with boards? Why? Why do you feel they are missing the mark? Well, boards from a governance point of view non-profit boards from the government’s point of view, frequently have retained the old nineteenth or twentieth century model off of governance, where the board has a multitude of committees and tries to eventually micromanage the uh uh, the staff in the process, nothing gets done or the organization, although it has potential as stunted growth. Ah, if it in that way, because volunteers like myself and again as i talk, i’m not talking as a non ah non-profit ceo or e d i’m talking as a volunteer director, we can’t be there day today, and we can’t, uh, manage the minutia that is no, are they not necessarily monisha or the work that really needs to be done and we can’t really manage truly professional staff, we can help. We can advise we can help. We have an obligation to set policy, but uh, but we’re simply, uh, part timers or some person has described that we’re birds of flight through the through the organization because we’re they’re traditionally three to six years, and the staff stays and works and works under different boards. Your concern is that despite the well meaning board on dh and individual members having great potential and the best interests of the organization heart you feel they’re actually through these old models stunting the organization? Absolutely. And i think it could be proven when you look at any number of organizations which has suffered this way. Do you want to give an example or to, uh well, i’ve consulted with a number of them on, but i don’t want yeah, i’ll talk t o generalities specific organizations where the the the board actually got ah, where the volunteers on the board actually got involved to the level that they were, uh, they were managing departments. Eso if the decision had to be made, the department had first went to the volunteer uh uh, advisor or whatever they call him at the time and then went to the d with the advisers either decision or concern or whatever the department had won it. So the organization didn’t grow until they finally change. They finally changed the model full time employees reporting to a parttime volunteer argast person. Exactly. Oh, my all right. Let’s, let’s. Start with the beginning of the process and we will get to the corporate model that you lay out in your book way. We’ll get to that let’s. Take a couple of discreet sort of time line points and along a board members life cycle with the organization and i’d like to start with recruitment. Makes sense, i think. Xero what can we what can we improve around our board? Recruitment? Well, the chief executive officer where, whether they be a nadie or a president ceo, as i suggest, needs to have more contact with the board with the individual board members. I think they they have tto have more contact between meetings that has to be in often and formal. Ah, and they have tio they need to get to know each other. And i suggest, uh, that they actually made quarterly to informally discuss the concerns and the challenges. Ah, that the chief executive officer is facing. I, uh there are various techniques for doing this. I recently read in the harvard business review. Uh, a recommendation. Uh, that the, uh uh uh, we’re one, uh uh, for-profit ceo actually sends a email out to the board every sunday morning. Uh, just laying out very briefly, uh, in this case, his concerns about what’s going. On in the organization and what new ideas? He has a c as he indicated in the article, he says, i don’t worry about grammar right now, gina, i’m trying to focus on recruitment, so maybe maybe in in in this board meeting is often as you’re suggesting they’re identifying gaps in the board, and maybe they can try to fill those gaps with new board members that’s, right? Ok, and but as they’re going through that recruiting process to identifying skills that they need that the board is lacking, how should they be talking to potential board members? Well, they should talk to board members that what they do is to value their contributions of time, the most important thing, and they make ah, meaningful use off the board members time they don’t ask the boardmember the potential boardmember to do frivolous things, uh, such as stuff envelopes or our or get involved with watching slide shows or commenting on slide shows as one. Now that i’ve heard of s so that they focus on, they focus on the policy in the strategic issues of the organization. Okay, we’re going to take a break now, jean and when we return. We’ll keep talking about the little about the life cycle of the boardmember. And then we’ll get into the corporate model that you lay out in policy versus paper clips. So thank you, gene is going to stay with us. And i hope you do, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? How i’m rika keck, holistic nutrition and wellness consultant? If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s. Six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? 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Interested simply email at info at talking alternative dot com metoo welcome back with jean fran, and we’re talking about policy versus paper clips and focusing your board where the attention, where its attention ought to be on policy and planning and things like that. So jean question about in the recruitment process, the expectations around time and fund-raising for potential board members were still now just talking about the potential member what should, what should a non-profit be revealing about time and fund-raising well, they first ought to be very clear about the time commitment expected, and they ought to delve into a deep discussion with the boardmember on this because i’ve just consulted with a organization that has recruited cem very fine people who are working on people who are building their careers, and they lay out the they discuss the the time commitment for the organisation, but in the final analysis, after being on the board for three to six months of the people have, uh, huge work commitments, and they say, j i just can’t i made the time commitments. Oh, and so they had to restructure the board in a way that allows the chairman much more responsibility, i think, than a board chair should have. And what about the fund-raising expectations? Well, not all board members will enjoy fund-raising i think it’s necessary to find those who might enjoy it or have experience with it to make some commitment to it on dh. Do you want to see that as a dollar amount or more flexible based on the individual based on what the individual strengths are, if they have contacts? That’s one thing, uh, if if they have aa dollars to give or you are in the are able teo network with people of substantial wealth, that is another thing. Okay, but there ought to be. Do you agree with this one hundred percent participation personal at some level for for all board members? Yes. That’s necessary? Because foundations, when you go for grants often look at that as a board commitment, showing board commitment that they have made the financial commitment to the organization. Should these expectations be in writing for the potential boardmember? I think so. But i think it depends upon the culture of the board and they understandings that air developed at the beginning. If you, uh, if they, uh, if the board gets a lot of questions after after being on the board for a while about those commitments, maybe it’s necessary to put it in into writing, but not necessarily a legally binding contract. Oh, no, no, no, no. Okay, but just something that here’s what we’re expecting and please, you know, indicate that you’ve reviewed it. So we’re all have well have consistent expectations, right? We’re all on the same page, okay? Eso then moving. Teo orientation. If you recruited the right people, what should board orientation look like? Well, orientation, uh, should take place. I would say over i again size and complexity of the board about a six month period, andi, in the sense that there might be a half day or a couple our orientation about the organization and its mission is a mission, vision and values. Oh, and any other details that they they have to be concerned with. But then other issues ought to be ah brought up for the new board members as they as they progress through their first six months during this period, the, uh, the board chair and the ceo i need to be readily available to answer questions from from the new board members s o that they become fully apprised of the issues as they go along a two day board, uh, section in which a lot of information is thrown at the person, uh, simply doesn’t stick its a matter of repetition, understanding and going through the process themselves. And as you know, we all learned best when the when the problems are immediately in front of us. Ah, for example, uh, with board liabilities, a lot of boards will bring in a lawyer and and lay out the potential liabilities for a boardmember in their particular situation. Uh, they hear a lot about the laws, but they if you’re not a lawyer, they frequently forget it. Uh, so when an issue comes up ah, that the that there might be a a personal liability in in the situation, it’s up to the ceo and the board chair to remind the new people and refresh the older people that this particular situation might be affected by this particular legal precedent. Would you put new board members on a committee right away? Or would you keep them at large? I would keep, um, at large unless they have a strong desire to go on a committee. And of course, a sze yu know. I suggest that there are really only three committees needed. Yeah, on this is a way of getting into the corporate model. What are those three committees? Well, first that’s. Very simple. You have a planning and resource committee. Ah, that looks forward. It looks towards the strategic plan. It looks towards the resources that i have both, uh, human resource is and financial resource is it looks forward to the planning that is, that is necessary. It also has a special responsibility that the other committees don’t have and that is to, uh, teo ah, monitor and mentor ad hoc committees. Any man as, uh, special issues come up of a strategic or policy nature ad hoc committee need to be formed for that particular issue clearly, because because we don’t, we only have three standing committee, so we’re going to get it right. We’re gonna need ad hoc committee, particularly everything ascot committed to take care of the issues. They come up, come up esso and then that’s is that their their their responsibility. On the other side of the picture is the assessment committee and the assessment committee simply assesses how we have done. Okay on that includes the oddity function and the er in states such as california, where you need a separate audit committee. A subcommittee of that assessment committee performs the audit function, meets with the auditors. This all seeds up to the to the executive committee. The third committee, which has the traditional executive committee duties of of ah, of acting for the board and emergency situations and taking a final review off the various reports that air coming through before they come to the board. So it’ll give you, say, have a board of twenty one people with seven on each. Ah, you will find that, uh uh, by the time it gets to the board, uh, through the process is the large part or nearly all the board are familiar with the issues they may disagree with with some of the proposals and have other ideas at the board meeting. But everybody is full of pretty much everybody is wholly informed. You say twenty one board members as an example. So this is cannes. This corporate model worked for organizations that have just maybe half a dozen boardmember xero their way. We could divide. That in four or however we want to arrange that, depending upon the needs of the corporations of the non-profit, uh, this is a flexible model, okay? And people have used it in different ways. Ah, and, uh, for example, i once met a person, a new organization that didn’t have any standing committees. All committees of the board were ad hoc committees reporting to the entire board. They were happy with it. I would have been happy with it, but evidently it worked. It worked for them. All right. So there’s flexibility is this more what we see in corporations and you have to you have to help me out because i don’t. I’m not familiar with the corporate model. Is. Is this more typical of the way corporate boards operate? Very few standing committees, maybe not exactly the same, but very few standing committees. Lots of ad hoc committee’s. Well, this is being ah proposed by the bye. Some major consultants now, as you as you noted in the book, however, i hate to say, but i’ve been at this for more decades, uh, than i care to admit. And in turn, uh, there are a cz faras. I know, based on the sales of the first two books there, which was the first to additions, which were their sales of over ten thousand copies, i would estimate the thousands of boards have adopted it on dh. However, it is still controversial among some boards and its best used with boards who have, uh, a about a million dollar budgets and roughly let’s, say about, uh, no over ten to twelve, fourteen full time employees. Uh, when it comes to the nation type of non-profit board uh, the i think the traditional model of bored involvement in operations is necessary because, uh, they’re simply not the man power to get it done. The basic problem in the process in the change is that boards begin with board involvement in operations and when they grow, they still sick with the old model stunting the growth of the organization, frustrating the chief executive office operations officer and on dh missing huge opportunities that they could have right in their growth. Gene, i’m not clear on, but i’m not clear on something. Is your recommendation for smaller organizations teo to stick with a more traditional, smaller younger organizations? I guess yes. More traditional sport model. If you have an organization with a budget, for instance, i know one that i’ve been very close to, uh, it has only has a budget and does great work. Charitable work have two hundred fifty thousand dollars a year in that case, uh uh, i would stick with the traditional oer organization, however, uh, in the book. Hey, hey. Still need tohave on audit committee of some sort. And the book describes what there’s a nest starita have that, you know, once or twice a year a cz the accounting issues and financial issues come up. And of course, the corporate model is important to have in mind as the organization grows exactly that’s the transition that they were going in. I’m just saying that’s, the transition that your urine compensation and allows you, teo, to grow two very large uh uh to a very large organization, if you want to go in that direction and it’s sort of mandated once you get a larger number of poise and, uh and, uh and larger finances to handle, if you’re in the area of over a million, if you’re in the area of one point five two, three, four, five, six million so full. I had one client a couple years ago that still had the old model on dh. They had a budget of six million dollars and, uh, the chief executive officer said to may look, i could be running away with this board, you know, they’re just not had supporting me in the way they should be supporting me there, worrying about the details of the operational details that they hear about now. That’s the policy versus paper clips. Yeah. And just there worrying about hypothetically the paper clips just to remind listeners that gene fram is professor emeritus at rochester institute of technology and the author of that book policy versus paper clips. Jean what? What can we expect? Aside from maximizing our growth potential? Sounds like more efficient operations. Um what? What else? Khun kayman organization expect if they adopt this corporate model of board governance. All right, well, uh, one is the the board members feel that they’re doing meaningful things. They think they see that there proposing projects. They’re monitoring their development. Uh, they’re getting to know the staff. Eso if the succession issue comes up, they know who. Uh, who? Ah, who the, uh, prime candidates might be, and they become really maur involved with the organization, as i indicated in policy versus paper clips. Ah, the ideal organization is a partnership between the board, the management group and the staff. They are all working together, there’s communications there, ideally and on. And they’re all focusing on the objective of meeting the needs and the grow, often the growing needs of the clients. Okay, we just have about a minute and a half or so before the break. What about employees who are accustomed to going to board members with with problems that assume that’s gotta stop? Yes, that has to stop that’s what they refer to it is the end run in the non profit organization. So the end runs have to stop, and they and everybody has to understand that it has to stop hyre so that people are not. People are not reporting to board members, they’re reporting to they’re they’re they’re supervisor or maybe it’s the ceo and president. But yes, but we can’t be going to board members for everyday problems. No, we can’t pay, uh, salary levels, uh, problems with promotions and so forth and so on. That’s particularly difficult and smaller community and smaller communities, e-giving where many of the employees might know, the, uh, the board members personally, you know, so that becomes important. So there is a transition period, uh, which can take anywhere from two to three, maybe even four years while this adjustment takes place. Okay, jean jean, we have to take a break. We’ll have plenty of time or to talk after this. After we go away for a couple minutes, i’ll come back, tony’s, take two, and we’ll keep talking to jean frame about the corporate model. Stay with me. I didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternative network, get him. E-giving duitz are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and their voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Dafs you’re listening to the talking alternative network. Yeah. Schnoll i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Oh! Hello, i’m sorry, i can’t send live listener love this week as i’m not live, but you know that i’m grateful for the live listeners out there so lots of love to those in the us and throughout the world we get routinely get listeners from china, taiwan, japan recently ah, the uk, england and ireland of checked in so grateful for wherever you are live listener love and that’s really ah tony’s take to you know i want to thank you for listening to the show and supporting the show. I produce it for you because you’re working in or volunteering for a small or midsize non-profit a charity that’s doing great work that you’re passionate about either is an employee or volunteer and you know, it’s it’s personal i’m saying to you, thank you very much. Thank you for listening and supporting the show, and i’m very glad that you’re with me, maybe through social media, all the places that i am in social media if we’re connected there to thank you for that as well. I am grateful for your support and that’s tony’s take two for friday, the twenty sixth of april seventeenth show of the year gene let’s. Keep talking. Okay, what about you? Mentioned just briefly. Let’s. Talk a little about assessing the work of the of the ceo. Who does? Does that fall under in this corporate model? Well, that’s the, uh, that’s the assessment committee makes sense. Ideally, the assessment committee looks at, uh, two aspects of the of the ceos work and the organizations outcomes. You don’t look for processes. You look for outcomes and these khun b those, uh, those data, which are what we might call ha ha ah, hard data and that’s the data that you have with accounting records, records of membership, what a number of clients, things of that nature that you can easily major. And then there, there qualitative ah, measures that you can measure has should make sure which most or many organizations don’t major, for instance, impact on the community or or excuse me image. Ah, in the community, things of that nature more qualitative. And in that area, i suggest that you do what we call, uh uh, use in perfect metrics. In fact, i have an article out on it. And i’m sure if any of you ah, if you take a look at my website. You will. You will see it there or if you even put it on in under my name, you will find it is available on on the web on. And that is a process that i suggest with the co author, that if you use in perfect metrics over time that you khun dr process dr provoc progress and develop exchange it develop change. Excuse me, jean’s blogged itt’s a little little lengthy. So i’m going to suggest that the easiest way to find gina’s teo, do a google search on eugene fram. Yes, thank you very much. I have now have ah ah. In fact, i have an anniversary right now. I’ve just put out my hundred fifty fiftieth blawg a titled what non-profits ceos think of their boards? Other recent ones air program reductions are mandated. What can a non-profit d’oh okay, another one just for example, is management knows all what does a what’s a non-profit director to dio okay, people find you. Really? I think easiest through google search now, this years have put my name into google and there there’s a lot. A lot of links there for you this use ofhim. Perfect data. Gene, won’t you say a little more about that? Doesn’t doesn’t sound like something we’d want to rely on. Well, if your process is good and you sample reasonably well, you get data. That is not exact, but you get a feel for it. Uh, for, for example, uh, i once, uh, have was on the board of a of a charitable non-profit that was targeted, uh, to counsel. Ah. P ah, various people in the community was heavily supported by the united way. And we weren’t getting many. Ah, ah, uh uh. We weren’t getting many respondents from the inner city, so i suggest it as the boardmember uh, that i, uh, talk with some of the people in the community. What, that time no one was the settlement houses and ah, and see in the inner city, uh, which were community centers, which is a better word for them. And see what they perceived is the problem. Esso i went to them and i found out what i what they thought were the problems. And now you’re only talking to three people, but they knew the communities there and the, uh, the first thing. That happened was the aids of the community centers called, uh ah, my, uh my president and ceo and said, guess what in one of your board members coming down to talk to me? So i, uh and he said, yeah, i know. And we had agreed to this prior to that. And so i listen to these people. I came back, i gave him feedback hey made changes to try to, uh, garner a greater proportion of the clientele from the inner city. And then after a year, uh, went back and talked to the people and i said, as are many changes and they said yes, there’s been modest changes, but there’s still more that needs to be done. I fed this back to the present ceo, he made changes. And then at the end of the second year, there were there were substantial changes, and the board got out of the business of evaluation at that point. All right, so buy some buy some key interviews of the right people, right? Yeah, we don’t have statistical significance and exactly, but on everything that surrounds proper, peer reviewed research. But who can afford to do all that all the time exactly. And and the article contains practical examples. Were both myself and my co author, jerry tally, a sociologist who both of us have been in ah, an end quote in the business a long time have have used the model and have found it very, very helpful. And over time, if you repeat this, asai did and and the example i gave you it was only a about a two year run until the things started to turn around and then the ceo was evaluated on on ongoing from there you mentioned earlier something i wantto spend a little more time with the proper title. Your recommendation for title. For the the chief of the of the organization, you feel pretty strongly that executive director is not sufficient. No, uh, executive director can mean various things because it’s, used in a in a in a wide variety of ways on executive director can be a volunteer who manages the budget of a small church uh uh with a let’s say, a two hundred thousand dollars budget. An executive director khun b, for instance, one i’ve encountered recently. Ah, was the it was the head of a ten. Million dollars ah, charitable organization with over one hundred employees. And i don’t think, uh, the title executive director in the twenty first century, even in the last part of the twentieth century, gives, uh, the chief executive officer of a non-profit the position and stature that that, uh, that he or she needs toe work effectively. So what do you prefer to see? I prefer once you get into the, uh uh, make the make the transition. I prefer president and ceo because people understand their what that means, it’s clear that that person has responsibility for operations except those decisions that have to be made by the board. And that title may have significance for board members also that they recognize the responsibilities of of the president and ceo exactly on dh to add to that. And in many cases, the non-profit president ceo has more management responsibility than a number of the members of the board. For instance, if you’re a professor, you loft and, uh, i don’t have any management responsibilities. Um, never had it. Okay, you worked as an individual contributor. Same thing about a physician. Uh, who is, uh, who has a single practice. The same thing with a, uh a lawyer who is, uh, who has a a single practice or even it’s a part of a major law firm. They just haven’t had the responsibility of the that the president and see the chief executive has of of the nonprofit organization implementing this. A corporate model seems to me there’s a lot of trust between boardmember sze, between the board and the president ceo, between the staff of the organization and the president ceo between the staff and the board. It sounds like there’s a lot of trust required. Yes. You have to have trust it’s it’s. Really? I if you’re and you picked it up exactly. It is a trust model it’s a model in which you have to trust the ceo. Uh, you have to trust the staff that they are professionals. But on the other hand, it also calls for rigorous evaluation. It’s not the traditional evaluation of the border, the staff where they send out a questionnaire at the end of the year and and ask people to return it. You don’t get full returns and the questionnaire is poorly formatted. It takes investigation and robust evaluation and what are we going to do with trustees who are reluctant to give up the managing the paperclips responsibilities? How do we manage those people with difficulty? Yeah. Go hope you got something better than that. Otherwise, i’m taking you off now. I’m going to cut your mic down. If that’s the best you can do. No, uh, some people you have to give them what they might consider meaningful activities such as chairing the annual dinner on things of that nature who are not working, who are not interested in the policy. For instance, if you have a major donor who, uh, just is not interested in policy and strategy and wants to do that over time. What you hope will happen with the ah corporate model with my model is that, uh, the, uh, board will turn over to people who have these dynamic interests and understand that they have to do a robust evaluation, not a cursory one, and that the majority of the board will be those types of people. We got to take a break. Jean fran stays with me, and i certainly hope that you do, too. You’re listening to the talking alternative network. 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If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Buy-in durney welcome back. We’re wrapping up. We have about another five minutes or so and want to continue with with jean for the that time and talk about some of the advice that you have around week board practices. There’s there’s. Something on your blogged. There are a few posts on your block about overcoming week board practices. One of those is one of those bad practices is overlooking absences. What do you suggest there, what’s the problem. And what do we do? Well, you have boardmember sze uh, who? Uh uh, fill a board members, uh, board position and they’re consistently absent. And this is a very touchy situation. They may be very fine. People have great skills, but they simply don’t have the time to attend board meetings, which obviously critical to the organization. Uh, i think the best thing you can do is to try to talk to these people, try to retain them on the board or understand, uh, what they’re missing by not attending the board meetings in some instances. Ah, it’s it, khun b a a termination discussion. For instance, i just recently encountered one and which, uh, the board chair had this discussion with the person and she said, i’m just sorry i like the organization. Ah, and and i’m i’m tied to the mission, vision and values, but i’m doing international travel and my best, the best i can do is to open up the position and resign in other cases if you can find the root cause of it and do something about it for them that’s that that could be ah, that could be another alternative, but it’s very situational on dh. Very individual to see what you can do. Teo, handle the situation you had suggested earlier. There may be a different role for the person. Maybe it’s not. Our board will be something else i can do to support the organization. Yeah, in this one, they’re, uh instance, that i just mentioned. I i had talked to this individual and i said to her, well, look, uh, it’s obvious that you can’t do anything immediately, but your role made in your job may change again. Uh, have you asked about taking a leave of absence from the board on da ah, future time. A year, year and a half. Two years, maybe. Things during that change around and so she’s still connected to the board in some way. I may even get minutes of the board and so forth. So on as a way of retaining that person’s interest in the organization because she was there. She’s, a very fine person. Thoughtful, analytical, does critical thinking and had very broad experiences. In-kind of the dream, the dream boardmember. So you try to make these accommodations. What about insufficient due diligence on the board first? How do we how are we going to recognise that? Well, i think that’s again the, uh the, uh the board chairs responsibility along with the chief executive officer. When things are not discussed in an adequate detail, that they bring the issues up that they pride to do some of the due diligence for the people. Because again, the boardmember zehr not being compensated by large they are. They have other jobs jobs that are their main main concern. And so you may need to help them along on the dew dealings. Due diligence side jean has other identified board weaknesses and and how to overcome them on his on his blogged jean what is it that you love about working on boards? Well i, uh i like the people on dh i’ve served on a number of human services are, you know, charity type boards as well as, you know, trade associations and so forth, but on the boards that especially those that are charitable in nature, you see in these organizations, people who figured early stand ten feet tall, they do much more than they are compensated for, they do it willingly, and they really have the client’s interest that mind, a tte heart, and and then in their mind, you know, i’ve seen ah, social workers in on and homes on group homes, uh, take take some of their clients to their own homes on weekends, or even take them on vacations far beyond what is required of the people in order to ah, help them overcome the handicaps that they have. You know, those are just examples, and when you see people like that really dedicated it and you can contribute in your way, you know, i can’t do those sort of things, but i can contribute to they’re doing it, we have to leave it there. Eugene fram, professor emeritus at rochester institute of technology, google him remember it’s like the fram oil filters fr am googling to find his block. His book is policy versus paper clips it’s on amazon jean, thank you so much for being a guest. Well, thank you for having me been my pleasure. I hope you will be with me next week. Consultant and author amy eisenstein returns last time she was here, we talked about her book, fifty asks in fifty weeks that was april first, two years ago, and her new book is raised more with less took her two years to write it. I hope that was time well spent, and we’re going to find out next week we’re all over the social web, you know that you can’t make a click without testa dura lisp arika smack your head hard on tony martignetti non-profit radio twitter, for example, use the hashtag non-profit radio. Check out the hashtag follow me, i’m at tony martignetti you want to know what’s coming up before the show sign up for our weekly insider email alerts that’s on the facebook page, click alerts. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules were gonna be remote starting starting season in june at fund-raising day in new york city. I hope you’ll be with me next friday, one two to eastern on talking alternative broadcasting at talking alternative dot com. Hyre no. Durney i don’t think that’s a good ending. You’re listening to the talking. Alternate network duitz getting anything. Think xero cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you 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 shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business 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 everytime was a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. Talking dot com. Hyre

138: A Conversation With Amy Sample Ward, Part Deux – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Amy Sample Ward, co-author of “Social Change Anytime Everywhere,” membership director for Nonprofit Technology Network and our monthly social media contributor.

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

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Zoho welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host feeling a little raw today little tender it’s friday, april nineteenth, and with what happened on monday in boston and then on early wednesday in west texas, the explosion in a fertilizer factory, of course, monday was the marathon bombing and now today, all kinds of craziness in boston, and maybe now, even on a train between boston and new york, we’re not really certain least that’s the latest i’ve heard as of, uh, one o’clock eastern, so yeah, i was goingto ah, i was going to implore you, teo to goto, itunes and ratan review the show, but that just doesn’t seem like it’s. Ah, really has a place today. We’ll deal with that another time. Just give your thoughts. Teo to boston and and watertown, massachusetts. Also a lot of stuff going on was bullets and explosions over in the overnight onda also thinking about west texas? I do hope you’re with me last week because i’d suffer it would hurt if it came to my ken that you had missed followship with alison fine she’s the co author of the network to non-profit and has been thinking lately about opening organizational culture to allow non-profits to be more reactive to the interests and motivations of their followers while still keeping goals in sight she shared her thoughts on followship and social media boundaries are legal contributor jean takagi from the non-profit and exempt organizations law group in san francisco suggested rules for your use of social media it can’t be a free for all for your employees and volunteers and jean had helped to keep you out of trouble this week a conversation with amy sample ward part do she’s our social media contributor and her new book is social change anytime everywhere we pick up where we left off on march fifteenth to talk about your fund-raising plans scheduling testing staffing budgeting and some tips for your website campaign and i’ll be chatting with amy’s dad also between, uh, well, between the half. Ours uh, roughly thirty two minutes into the our tony’s take two my block this week is keep your marketing simple. I’m always pleased to welcome amy sample ward to the studio she’s membership director at non-profit technology network and ten, as i said, her most recent co authored book, social change, anytime everywhere about online multi-channel engagement the forward is by two time guest of this show, craig mark, the founder of craigslist and craigconnects no, sorry work that in there that has been on the show twice, her blogged is amy sample, ward dot or ge and she’s at amy r s ward on twitter welcome back, kayman sample work. Thank you for having me back. It’s. Always a pleasure. Um, i guess my one of my first my first question is on the cover of this book the word’s, any time and everywhere. I’m showing her the cover now to remind her of the are separated. But they are not hyphenated. Why? Why aren’t they hyphenated the way proper english would be any hyphen time? Because they’re in different lines and every hyphen. Where where is the copy editing on this? On this cover? Yep. I don’t think i’m gonna let you just go by with this job. It’s it’s apparently thie design aesthetic. Okay, which you had no control over, i guess. Hyre okay. Okay. I think this should be hyphen. I mean, i think these things are important in a language, all right, but it helps you enunciate the title very well. Any time, every right. Trying to learn how to spell her. You would think that any time was two different words. And and it’s, not it’s, not everywhere is not two different words. It’s. True. Okay. Um let’s. Ah, i like to reflect a little bit. Okay. We talk all the time about online engagement and with what’s been happening this week. If you are engaged online on your charity, does nothing at all related to anything around violence or maybe victim or family support or politics of guns. Your charity has nothing to do with any of that. How do you respond? What do you do online, too? Let people know that you’re conscious of what happens in the world. That’s outside your own. Sure. I think i mean first i would say i understand the argument of, you know, we don’t work on the politics of gun issues, however, you probably work with people and ultimately in any crisis or disaster, people are involved, you know, and reminding your own staff that it’s not just about bombs or terrorism, this is still about people and treating whatever response, whatever communication you have next in that light that there are people involved in this, i think helps you just take the right tone regardless of where you go next, because you’re then being responsive to what if it was you, you know, you would want someone to treat you are your city or your issue like people were involved. Next, it’s a great opportunity to go check any scheduled messages you have any tweets or facebook post that air maybe already scheduled about something else. Also, look at your content calendar. You know where we planning on sending out an email appeal this week? That was, you know, using the story of this great little kid, and now maybe we don’t i want to do that story or maybe not that message it all this week, you know, not that you have to completely shut down. Every organization didn’t stop this week, but trying to be responsive, teo, the fact that, you know, even in your own goals, you’re probably not going to get the analytics or the metrics you wanted, you know, no one’s going to be clicking through that email anyway, if that’s not what’s on their mind. So looking at not just scheduled tweets, but what’s on your what’s scheduled to go up on your block what’s scheduled to go out and email looking at all of that immediately so that you can either put things on hold, readjust change, maybe which story was going to be in a newsletter? You know, there’s things like print ads or direct mail that that that’s already out there, you know? But people also don’t look at the newspaper and think, i can’t believe that this ad ran like because in our minds, we know that that’s not like a real time media, and we know that that’s program six weeks in it, right? Exactly, but when you see something go up on twitter, you know, when you everyone else is just watching twitter for news updates it it really does feel a little bit more. Careless because they know that you let it happen. You know, you could have changed that tweet. We talk a lot about engaging with people online. Not so dissimilar lee from the way we engage with people face to face, you know? And when when i saw you earlier today, we you know, i told you that i was feeling raw and sensitive and you know, that was that was really basically after right after hello. Yeah. So, you know, i’m doing that in it, you know? I’m sure i’ll do that with friends. I meet for dinner tonight. It’s not it’s, not unlike online when you can have a conversation about this or at least share your feelings when it really it just doesn’t deal with your data your day to day world, right? It’s it’s never going toe. I mean, i don’t want to say never as if any statement could ever be, you know, all all encompassing. But for the most part, it’s not going to hurt your organization to say something like, our hearts are going out to the victims and here’s a link to resource is or hears, you know, the the google spreadsheet that was created to help, you know, people say i found this person or this person is missing, you know, like that it doesn’t hurt your brand, it doesn’t hurt your cause, even though you might work on a totally separate mission to say, hey, we know this is happening, and we want to make sure that we’re one more post in your facebook stream that’s pointing to resource is instead of to something else, okay, excellent. Sabat well, we’re going to pick up with where you and i left off last month. It was march fifteenth with the fund-raising plan, we have just met and a half or so before we go away for a couple of a couple minutes, why don’t you just tease a little bit? Share what, what we might be talking about with respect to a fund-raising plan? Sure, i think last time we talked kind about the components of the plan and this time we can get and i think to the nitty gritty, a little bit more like what does a bee testing really look like in a campaign, especially in real time? How do you figure out what’s working and keep kind of iterating as you’re in the middle of the campaign and then also what does that look like for your organization? Who’s involved once the campaign is live, is it just that development director or other staff? You know, playing into that campaign on then even what does it look like on online? What is what is your website need to do to be responsive to the campaign? Okay, maybe testing. Yeah, i don’t i’m not sure that that really qualifies for jargon jail, i’m not really feeling like putting buy-in jargon, and it probably doesn’t even really qualify. But why don’t you just explain what a be testing is? Sure. So for the most part, you could test everything on your website just by saying, well, it’s, their people are clicking on it, they like it, but it’s a little bit more scientifically valid. If you say have two buttons and people when they came to your website, they’re being presented with one of two buttons, and then you can just leave it up for a few days and say, gosh, anyone that saw the blue button clicked three times more than anyone that saw the red button, for example. So, it’s, just changing one component at a time with two versions, so that you can figure out which works better and then start changing the next thing. And you’re directing people to both of them? Yes, simultaneously. Yep, i guess, randomly, exactly. Okay. And you, you have an excellent example in the book about the the clinton bush haiti fund, and we’ll talk a little about that. Ok, we go away for a couple seconds. When we come back. Amy and i will continue this conversation about about her book and and your fund-raising plan. Stay with us talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent, not too many live listeners today, i’m suspecting that a lot of people are if they’re online, they’re looking at cnn or some other some other news source that they trust. But i will say, live listener love out too. Forest grove, oregon and new bern, north carolina also since shu taiwan ni hao and for korea, we have listeners in seoul and young in korea. Buy-in yo haserot glad that you’re very glad, very glad that you’re with us. Thank you. Um okay, kayman sample word let’s talk about some of these details of of a be testing. What does this look like? Well, you can do it. I mean, even though we used the example before of your website, you can do it on anything. You know, you could do it in an email. Newsletters on little microsite, it’s. Just a page essentially, whatever. Wherever you’re trying to put content out, you could do a be testing. So it could mean different photos, different buttons, that text it could also mean having a photo or no photo. You know? Ah lot of organizations will do a b testing specifically around fund-raising with on that on that donation page, does it have a photo or does it just have the form or, you know, does it show maybe a image of some sort that shows, like, how they’re using the funding, for example, or what the project looks like that they’re asking for money for or again, is it just the form, you know? So and that’s it it’s going to change it’s not going to be the same for every single organization? You know, you have to do that testing because if especially if you’re an organization that’s used a lot of images in your campaign in your appeals that’s, you know, that it’s driving people to remember what, what this is all about maybe having that photo there again, we’ll just keep that emotional tie to the campaign. But if it’s your raising money for something that you haven’t been using, that kind of graphical support for, well, maybe people would get there and say, why do you have this random photo of a child up here? You know, so so you want it to be consistent, but you also want a test to see. What’s going to get the most completion on that form. Okay. And so i just said quickly before the break. But you are you are you randomly? Your technology is randomly assigning people too different a and b version that’s what? They be testing it first of a and b version. Is that right? What happens? So there are all different levels of sophistication, so you may be using a tool. Google has a, uh, baby testing tool. Optimize. Lee is another pretty sophisticated tool to use for that, especially around your website. But with email marketing, you could just say we want to send, you know, half the list, this message and half the list. This message or say you have a thousand people on your email list, send the the first one hundred message a the next one hundred message be and then wait two hours, see which one had more opens and then say, great, we’re going to go with that message to the other eight hundred. Okay, so this could be that instantaneous. We’re just a couple of hours. Exactly. Okay. Okay. Now, an email, a popular thing to test is a subject line, right? You could be having different versions of a subject line, right? Everything else would be the same. Exactly. The message inside is the same. But having, you know, a call to action versus you know anyone, regardless of which side you support anyone that’s on a political list. You’ve seen them testing those subject lines. You see messages coming almost every day during campaign season. Sometimes it just has one word. You know, sometimes it has your name in it sometimes it’s a really long call to action and that’s just those campaigns testing out what’s getting the most people to open this on the on the fund-raising landing page side, you have the example of the clinton bush haiti fund. They changed something so subtle, just the words within the button that you click right. The red, they have a red button and i have i’ve read that red is a very powerful colors. Red is supposed to be a very good button color for donate now for donation buttons or buy buttons. So they changed it from submit that the word in the button was submit to support haiti, and they got a fifteen percent increase in dollars per page view just something so subtle is that exactly and part of that, you know, some organizations think, well, we don’t want to write submit because normally, you know what we want them to do is donate or whatever their word choice, maybe, but if you have all throughout your website, if you keep using the word support, support us through your donations, support us by taking this action, and then someone gets to a page where there’s a button that says donate well, it feels really weird because you’ve already been consistently using this it’s other word, so that consistency is important, you know? And again, if if you go look on your website now and you see that on your your donate paige it’s the only place you say the word donate but the rest of the time you really are talking about, support us financially. That’s an opportunity to do some testing because maybe donate works for your organization, and you should change those other places where it says support or the other way around. Okay, excellent example, right of potential testing. Another thing they did there. There’s. This little geo trust verified icon. I guess that it’s a trustworthy site, right? Forgiving? Is that what that is right? And there are all different kinds of those, you know, whether it’s charity navigator, geo trust like all those different things that say, basically, we’re not goingto take your money and do something else with it, i guess again, there’s different levels of what these other certification sites mean to, but some places have found, you know, some organizations found that by putting those kinds of seals of approval, i guess you would say on the donation for more on the button, they saw a big increase, but others have found like they did. You know, when you when you take it away, you actually haven’t they well, they decode, they had to do when they when they took that away, they lost five percent revenue right per page view. Exactly. There’s a trusted icon similar to papal, verified on the commercial side. Exactly. So people have gotten really used to even if people don’t necessarily know what geo trust is or they don’t know what you know, charity navigator is they don’t know what they are, but the fact that it says it’s verified, you know, someone’s looked into these people, give some amount of trust, some of the things that you suggest it could be changed on dh tested form fields, how many form fields you have the donation amounts that air suggested those little radio buttons that you click ten, twenty five, fifty hundred and that’s a really big into change especially, you know, certain campaigns have found easy ways to to mix that up because if they had a number involved in the campaign, you know, if if the campaign was around ah, holiday and it was on the thirteenth or it was a military campaign and they wanted to use the six as there number, and so then you just have increments of six, and you, maybe you say sixty is the default. Whenever organizations test that out, often they find people that the hyre number really does get donated because they’ve just mixed it up a little, you know, they didn’t defaulted to ten, you know, they put it up there a bit because people will still put it down if they want to have a smaller number, you know, but showing kind of the idea with where that preset radio button. Selection is is basically trying to say this is the average gift. This is the normal donation. So it’s not, you know, we’re expecting you to do this, but, hey, most people are doing this one. Thats why its preset on sixty. You know, eso it just encourages people. Tio not think oh, this is just a ten dollar or that’s. Just the twenty five dollar normal donation, you know, so putting different numbers in there that are, like, thirty three and, you know, throws people a little. We have. We have tim sample on the line, tim samples called, and this is amy’s. Dad, he called in last month. Tim. Tim sample. How are you doing in oregon? I’m doing good. Doing good and plays it’s it’s already done, or or a gun or gone where? There’s no evil or we’ll help you. Oregon. All right, there you go. You go. Oregon. Are it’s not gone? There’s? No e at the end. Oh, thank you. Alright, oregon, but i’m right in the middle of work right now, but i’ve had an opportunity to come down on my desk and lock the doors. Nobody bought it. I’m at your disposal. Thank you, tim. You know, i wanted to ask you. I have here with me. You know, this little kind of sort of shrinking kind of wallflower, you know? Never not very engaged. Not very out there. What? What? What is she always like this when she was growing up? Oh, you’re talking about my daughter? Yeah, i know. I know. It’s. Hard to tell. Yeah. Yeah, alright, now, but without the sarcasm has always been a type a personality. Yeah, and always always engaged. Like, was she in? A lot of i could’ve asked her, but it’s more fun to ask you. Was she out there? Like, in activities in elementary school in high school? I mean, she’s, the online engagement, everything poster poster will do you good. Everything she could possibly get involved with. She was involved with her mother, and i tried to give her every opportunity to try every sport, every activity you wanted, you know, you know, as parents, we tried to do that for her can. My god, you’re a good example of amy. I tell this story. He probably doesn’t remember it. But in the second grade, i said anything. You got your homework done? Well, yes. He had two next day’s homework done the whole weeks on. John had read three chapters ahead. It was the last time we ever ask her if she had her homework done. Never had to worry about amy school or anything. Okay. And always self directed, always always getting right with it. And and i feel like he is right now. I know and engaged also always engaged with the public. Yes. Absolutely. Absolutely. How did we know that she’d end up a consultant and someone that people look to for advice about online engagement? Did you see this coming? I thought he’d be president united states by now myself? No, no pressure. Thanks, dad, but i didn’t want to go into politics. I amy always had a sense of what was right and wrong, you know, always interacting with other children. You know, she always knew what was right or wrong. She never made bad decisions that i can see. And if she did, she so well, i hit way didn’t know about it. All right, we’re back, but, uh, she has a sphere of alligators. Is that is that you’re doing? Is that is that you’re doing, she has a fear of alligators. Is that you’re doing fear of alligators. You’re not aware of this? Well, we don’t have many alligators over here where we live in oregon, oregon in oregon, oregon. No, i know. I never knew he had any fears at all. It was an example after a trip to florida. And tony will let me live it down if it comes up to you. Okay. Yeah, i have a fear of snakes. Oh, i don’t think i pass that on to her. I don’t know if alligators are reptiles like snakes are alligators may or may not be reptiles. Maybe maybe look together. Alright. Alright. We’re gonna let you go back to work, tim. All right, perfect. Thank you very much for calling the opportunity. We thank you that we don’t know if your daughter by tim sample. Okay. Goodbye. All right. I want to have some fun. Do that that’s fair. Okay. This’s. Tony martignetti non-profit radio. You are in charge of the shop. Future president. I know i the bar’s pretty high now. Yeah, i in fact, when alison find was here last week, i asked her if she thought that a presidential candidate could emerge outside the two major parties from online on. And she felt that it could eventually, but that we would see local, local lance’s first mayor’s maybe governors or senators, you know, but more local than presidential right away. But i was i had you in mind. I had your president cha operations. I don’t i want to. You know, there’s. Another election coming up it’s true only only only few years it’s. Really? Not all that far away. So exactly. Okay, but she felt it was possible. Do you think it’s possible for a for their previous president there emerges online. Yeah, especially. I think around someone from a grassroots campaigning background not political, necessarily, but someone that’s that’s already actively working online to bring people together for other social issues or other co kinds of campaigns. So so someone who’s in it in that way, i think, could easily cross over to say great. Well, now i want to run for for an elected position versus i’m just going to be the organizer that keeps this. Keeps this movement going. Okay. You have anybody in mind? Apparently i need to put myself in the street don’t talk about other candidate. Exactly. Were we stupid? All right, i will go on the record. What’s up today, never mentioning another candidate. All right, um, let’s oh, there was one more thing. I want to point out that matching gif ts is another possible, maybe another another possible testing. So oh, exactly the existence of or how big a match might be, right? Especially, you know, something to think about with phrasing of matching gifts is there’s the version of, you know, if we get to this number, we get that same total matched or every ten dollars gets matched. So then people think, well, my ten dollars isn’t going to mean much to this really big pot. We have to get two of twenty thousand, but if instead you say the matches, you know, dollar for dollar, whatever you khun give, how does that affect your community? Because some communities may really get behind the idea of, like, having to get to that really big number together and other communities want to feel like they’re five dollars, was still matched and still meant ten dollars, for the organization. So think about the way you use the match in your campaign, and several weeks ago, we had a university professor on from university of chicago. John list talked about scientific research around matching gift does. Does a three to one match necessarily pulled more than a one to one match, right and where and on dh, also, in the phraseology of the match, what you’re describing and that will show was on february eighth of this year. If you want to hear discussion about the scientific research specifically around matching gift excellent, we’re going. T take more of a break, another break, and when we come back, we’ll talk more about who gets involved in the campaign, some budgeting, maybe some calendar ring and things like that, and also tony’s take, too, of course, comes before all that. Stay with me. Good evening, dick, dick, tooting, getting dick, dick, dick, dick, you’re listening to the talking alternative network waiting to get in. Nothing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Dafs you’re listening to the talking alternative network. Oppcoll lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Durney welcome back, live live listener love for berlin, germany joined us good noggin on dh time now for tony’s take to my block this week is keep your marketing simple i’m going to try to adhere to that right now concise, informative, jargon free, i think it’s not easy to do, but i do think it’s worth striving for it just makes your communications so much simpler on the receiving end, whatever, whichever way’s you’re communicating, achieve least shoot for simplicity. My blog’s is that tony martignetti dot com, and that is tony’s take two for friday, the twenty sixth ono were who wrote this friday, the nineteenth of april, and that is the sixteenth show of the year. Amy who’s, who should be involved in this work and how are we going toe? I estimate the time that’s going to be involved in our online campaign? Sure, i think fund-raising campaigns just like any other campaigns organization, maybe running advocacy list building, you know, community engagement, etcetera can’t be thought of as something that’s completely contained within the fund-raising department, because ultimately there are e mails and there’s this a b testing on the website and all of those other components require all different staff from different departments, so it’s an opportunity to to create, i think, processes we suggest in the book where you will have regular opportunities for staff across departments, not necessarily like on all staff meeting, but staff across departments that are ultimately all creating the success of that campaign to come together, whether that’s like every week or however your organization wants to do it, to have a meeting where you’re all in the room at the same time, or all on video chat or whatever you want to do so that everyone’s talking about it. So as soon as you break that campaign down into the people that are in charge of the email never talked to the people that were in charge of actually counting how many people are coming through the form, then you’ve already said, well, we’re not even going to have the best conversation we can have with this campaign staff aren’t talking to each other, so creative process first, so that everyone involved is coming together regularly to talk about kosh. We saw that this button language was the best. Well, the email better have that same button. Language, you know, any maybe testing that you’re doing anything you’re learning about what’s working with the campaign should then be immediately reflected in all the other components. So how you either evaluate ahead of time staff time or recognize all those different pieces are maybe serving the rest of the organization. So thinking of of people in communications is not just communications staff that all they do is communicate, but they also served fund-raising and they also serve advocacy, and they also served programs. So what does that mean as far as your staff plan? And what does that mean for your value evaluation of staff? You know, those communications staff in this example couldn’t just say, well, my job is to send e mail and i sent them, but how, you know, how was your function in this organization, reflective of our success in our fundraising campaign were reflective of the success in our advocacy campaign so that it’s showing that that person isn’t just responsible for hitting send on thousands of emails but showing them even in their own evaluation, that they’re part of the whole organization success, which i think is critical for having all of you dafs buy-in toe working towards your mission. You know as soon as you say, well, your job is just the website. What their job is the web site because it’s serving the mission of helping people understand you know what your your cause is all about and so did did they lead the baby testing that help figure out that that button actually could have, you know, in increased by fifteen percent the donations that’s huge that’s, not just the fund-raising team that’s also that person who’s managing the website. What about the smaller shop? Just a two or three person arts group? I mean, how are we gonna build even ah, modest campaign into what we’re trying to. We’re struggling to keep get getting done day in, day out, right? I think, for smaller organizations, but really, the same lesson applies to everyone. Ah lot of of the components of the campaign are actually developed way in advanced. If you’re collecting stories actively as you are working with your community year and you’re keeping those stories not just on a piece of paper in your desk, but, you know, kind of like a story bank you have you have ah, bank. You could draw from of all these different stories then in that moment when you need to create a campaign, maybe it’s a response of campaign because some horrible event has happened and you want to make sure people are aware of your services. You know, for example, you have that content. You don’t have to then spend a week developing. Okay, who’s, who from our community do we want to talk to? You know, where could we get a story about our services in action? You’ve already created that content in advance. So especially when you only have two people, the more you can do to just kind of be librarians, you know, tio, cart, chronicle and archive all that you have all the time so that you can really easily just say that’s, you know the book i want that’s the story i want off that shelf and let’s put it into this email. And then again, a be testing is so, i think, critical for really small shops, because if you really can just say we’re going to send this e mail to one hundred people each and then know that the one that got more opens is what we’re going to send, even though it took you maybe an extra five minutes to go back and say, okay, now, send this list. That was a really great five minutes, because it means you’re getting that many more people opening that message let’s, look it. Ah, um, budgeting our campaign may involve some adwords. Facebook, facebook, yeah, how are we going toe? How do we figure out what what we should be spending money on is beyond the time. That also is an indirect, indirect cost, right? First, obviously, you know, you have to have the caveat of it all depends what’s your campaign about where is your community? Ah lot of people have have realized that you’re not necessarily just going to make all of your money from your fund-raising campaign on facebook, but a lot of those people that are participating as donors, maybe on your facebook page. So thinking about how you budget for promotion of the campaign versus budget, for the call to action, you know, you may want to just invest in having ads showing the efficacy of your work so that when people are then emailed a call to donate, they’re like, oh, yeah, you guys do really great stuff. I do want to donate via email because that’s, my, you know, i’ll just click don’t and go to your website, but maybe it’s different for your organ community. Maybe your community doesn’t really know, and they just need to be told, like there was a disaster and donate, you know, it depends a lot in the circumstances, i think it’s also, especially with things like facebook, where they’re changing the algorithm like every five hours you have to do so. May be testing, you have to invest in that a be testing. So you know which of these ads are working better? Do we do promoted posts, or do we do ads? So some of it is just having a reserve of that advertising budget to test with and you don’t have to spend a lot of money, you know, like facebook ads or not expensive, right? For probably fifty dollars or so you could oh, exactly, you attest? Oh, for sure, yeah, and the problem or the great opportunity that could become a new obstacle for organizations, is that when you get in there to do a facebook at our, you know, promoted post, you’re you’re presented with the opportunity to pick like which gender location, background so many details that it can either be overwhelming and you just say, well, i just want to go to everyone, and then you’re going to run out of that fifty dollars budget instantly, you know, or you get so narrow and who you want this ad to go, too, but it never really goes to anyone, so i think there’s a little bit of opportunity, teo play even just with that. That scale of who do you really want to promote this to? Who is your donor and what do you know about them? Which goes back to what we talked about months ago, about how, you know, investing and knowing who your community is first, so that you can say the right things on the right channels, and i appreciate that your advice always is. What are the goals of the campaign right now, and not only to raise the money that that? Well, actually, the campaign may not be about even about money, but may not only be the explicit purpose of the campaign, but also to grow engagement in the long term, bring some new people to the cause may not even buy-in respond to your call to action, but now they’ve joined your community exactly, exactly, and for them this you know, your campaign that maybe their friend donated to was the first time they had heard aboutyou, but they’re now hearing about you in a really trusted way, because they heard that a friend not only supported your work but gave money to your work, and now they just wanted follow along, and eventually you can. You know, encourage them up that ladder of engagement to become a donor as well. And in that respect, not everything in your campaign has to be about the call to action, right? I mean, i know i guess you want the called action to be frequent, but there can be things that are informative beyond the call to action. Exactly. I think a lot of organizations were shook about a fundraising campaign, i think. Okay, first and foremost, they are donating to this campaign. They’re going to donate to this campaign. They really get that out there, and then people donate and then there’s nothing else, you know. So people feel like, well, i did the thing, but there has to be more aiken dio so recognizing that there is always more they khun dio having that thank you, paige pushed them to the very next step. What’s, the next step for you is that great. Thanks for donating here’s the button to share on facebook that you just donated, you know, or is the email confirmation encouraging them to share their story about why they donated so that now you have one more story and your story bank? You know, so think about what people can do to still feel like they’re contributing to this forward motion because they already donated, which is huge, so don’t take someone who’s willing to take a really big action and then just dropped them off, keep them, you know, sustained that engagement and keep them engaged so that you can ask them to donate again, you know, if they haven’t heard from you, and now you’re asking again for them to donate, will they feel like don’t you remember that i already donated? But if you’ve said, you know, hey, share this on facebook? Hey, give us your story, etcetera, and then you say thank you for donating. Please help some more. They feel like yes, of course we are trying to get there together. What is ah, home page hijack for-profit it’s called many things, but basically i’m sure most people have experiences when you go to a website and you just, you know, landed on the website haven’t clicked on anything, and then something pops up. Even the new york times does this you you think you’re going to go? Read an article from the new york times that your friend just tweeted that and there’s a thing that pops up that says, don’t you want to pay for new york times content? Why don’t you subscribe? That’s that’s ah, home page pre-tax, for example, it’s basically a light box that pops up and says, whatever you thought you were here to read. This is what we want you to read and it’s great for people that if they really are just hitting your home page because maybe they were, you know, searching online for something and came to your website, they don’t know or you have directed people back to website, and it can pop up and say, this is what’s happening here is the called action here’s, that big red button that says support haiti or whatever, and obviously they could close out of the box or lorts like autumn, it etcetera, but the fact that it makes it super front and center left, literally front and center on the website helps direct that traffic into the call to action where you could maybe instead of them seeing your home page that’s, you know, normally fairly generic has lots of navigation, et cetera and drives them to a page that’s just about the campaign, you know, really focused. They can see the donate form they khun see whatever helps funnel people just to the campaign instead of accidentally clicking unlike, oh, what is this organization about? And what do you do and what’s? This other thing? I see a photo of, you know, it just helps funnel people in where you want them to go. You have advice about how frequently someone may see that home page hijack, so maybe it shouldn’t be more than once a week person and the technology will support that our exam twice a week per person or whatever you think exactly, yeah, i mean, it’ll where people out if every time they go to any page of your website, they’re getting this pop up essentially, you know, but if you can say yeah, once a week or the first time someone comes to the website because maybe outside of a fundraising campaign, you could use that for many things you could have it say, join our email list, you know, subscribe to our news, whatever you want that pop up to be so if you see that every time well, gosh i signed up a week ago, and i’m seeing it every day, you know, so just may be the first time that i p address hits the web site, you know? We’re going to take a break in about a minute. We want to have some print possibly to be in support of our campaign. I want to just open that topical bit. We’ll talk more about it shortly. Sure, i think print is actually a great medium, especially for fund-raising still one of the main drivers of fund-raising effort so looking again at that piece as a way to frame all of the content that’s going to come later because you’re going to be ableto change up at the very last minute, what you tweet and what you put in an e mail, etcetera. But if that print piece supports that overall called to action, the overall message and maybe has just won fairly general story that you can then really dig into that story of what that person’s you know, experience was or what those services mean to the community. It’s a great way to frame things as a oh, yeah, i remember this, you know, every time. They didn’t get an e mail from you. Alright, we’ll talk more about this and the fund-raising plan in general. When we return with amy, sample ward. Stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna hi there again and welcome back. Uh, anything more than you want to say about print in support of this, i would i would add that prince should certainly be needs to be in this fund-raising calendar with a campaign calendar that we talked about last month and it’s something that we’ve talked about in the past, i forget what episode number, but we talked about competition and how teo, you know, if if you were doing a phone bank, for example, of donations and you and you mentioned the research shows, at least if you were to mention, you know, the previous collar don’t thisyou know people are more inclined to say, well, i’m going to do that if someone else did print is a really easy way to do that as well, because you clearly know where they live, you are mailing something to them. So say, on average, people in your neighborhood donated this last year to our campaign. Oh, my gosh, now they like now i’m going to look in on my neighbor’s like which ones of you donated one hundred dollars? Now i feel guilty, i’m going to donate a hundred dollars, you know? So so keep those same principles that you use online with making it be a riel story, having it connected to something directly when your mission have a very clear call to action. But then take advantage of that local competition that peer pressure of this is this is really, really in your neighborhood. But also this is how people are actually helping us. So you should too. We can also have competition in telemarketing right in our telephone call once just remind i think this may have been last month, but in the way that callers are greeted and encouraged or thanked for their past giving, there could be some competitiveness. Exactly. Exactly. So i’m not just saying like, oh, thanks you want to donate, but also, you know oh, you have reviews caller exactly. The previous collar donated this. And if you can, if you can hear sometimes, you know it’s it’s hard to just make a judgment. But if you could hear that it was a male calling and you could say, oh, well, the man before you donated this if you if you have that opportunity too, to be gender specific, the results or even hyre from studies that say, you know, once i’m told the previous collar was a woman and she don’t even more than me well, man, i want to donate as much as her, so all right, let’s, let’s wrap up our campaign with the thank you’s yes, thank you’s are critical and thank you don’t have to be at the end of the campaign. Thank you should be every time someone’s done something, so when they sign up for that email lists, you know, thank them if they donated, thank them, but also do that thinking in public when you can, you know, you’ll see people in the campaign putting on facebook that they, you know, because they got to the thank you page, the confirmation page, and they tweeted or they posted to facebook that they just donated, well, that’s a great place if the organization is then liking that post you, you know, privacy settings are such that you can see their post or on twitter, the organization is retweeting them to them that’s huge validation the organization noticed that i just tweeted out, you know, that i donated and i’m i got retweeted or i got thanked publicly and that certainly doesn’t take, you know, a lot of effort. You’re not creating any new content. You’re just saying thank you very much. But it can mean a lot publicly for the community to see those individual voices being thanked. How do you feel about the mailing of small small tokens? Oh, yeah, of gratitude. Oh, i think i think a hand written note, even if all it says is, you know, tony, thanks so much for your donation. Amy. It was a hand written note. It had to go through the mail. You know, it means a lot. Exactly. Could be something online, maybe maybe a little gift certificate or a discount to a site or something. Exactly how else can we say the small ways of saying thank you, right? And there are lots of ways where you know it. And ten we can say thank you by saying, you know, to thank you for what you’ve done here is a free webinar, for example, you know, web in our past. But for other organizations, it can also be an opportunity to say, because you donated, you’re now invited to this event that’s only for our donors. You know, so you’re also providing access to something that is otherwise exclusive, and you can use that as a way to say, hey, all of our donors are going to be joining us at this, you know, a local place that everyone knows is really fun or, you know, historic or whatever come join us in this, and it doesn’t have to be, you know, because he’ll be a national campaign, but you could say if you’re a donor, you’ll get the link to the live stream and you get to be there for this interview with our founder or whatever, and even if people don’t want to go it’s still saying, we know tony, you donated, and we want you as part of this conversation, just the act of inviting exact is very, very it is very gracious, exactly in larger organizations that i that i work with, well, often invite people on the other side of the country to a luncheon that we’re hosting in new york city to to say thank you right way don’t expect them to come. We know the observers are tiny that they will, but the act of the invitation what if they were going to be in town for other business where they were going to be in town meeting with someone, and now they can say, oh, while i’m there, i’m also going to go to this luncheon because i donated and that’s really cool, you know, i’ve never asked you this. You’ve been on many times. What is it that you love about the work that you do, this whole body of work that you that you’re involved with? What is it you love? I i love the people like i love that we are in a position to get to support not just one person that we’ve met, you know, and, like, help them do whatever, but we can help hold communities that’s really exciting, you know, or that you can help all of those people in the community know that they’re in a community. I mean, i think that’s the really exciting power of the internet is that people thought i’m the only person that has x y and z here on the only person it’s experienced this, and now they go online like, oh my gosh, i’m not special at all there’s a million people who’ve had this and so part of it is that that feeling of like, i’m not special, but i’m not special because there are so many of these other special people you know, and getting to find them and create community with each other, even when you can’t all be physically in the same room. Her latest book is social change. Anytime everywhere you’ll find amy’s blawg at amy, sample ward, dot or ge once again, a pleasure. Thank you for having me. Be sure and thank him for calling it. I will it’s dad, dad to you? Yes, next week policy versus paper clips a conversation with eugene fram he’s, professor emeritus at rochester institute of technology. Dr fran is author of the book policy versus paper clips introducing non-profits to a corporate model of board governance to cut out the minutia from your agendas so that the board can focus where it should on policy and planning. We’re all over the social web. One example twitter can use the hashtag non-profit radio to talk back after the show. Tell us how we’re doing. You could tell me how we’re doing. I’m at tony martignetti you can follow amy sample ward she’s at amy rs board. We know that the army’s for rene handup, our creative producers, claire meyerhoff, sam liebowitz is our line producer and assistant producer is janice taylor. Shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next week. I’d hate to contract a chronic or acute disease. In the meantime, that’ll be one to two p m eastern on talking alternative broadcasting at talking alternative dot com. Hyre oppcoll are you going to do? You’re listening to the talking, alternate network, waiting to get in. Nothing. Upleaf hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at w w w dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. 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 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 time 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. Dahna hyre

135: Discover Your Brand & Content Marketing – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Nadia Tuma, brand innovation strategist with clark | mcdowall.

Scott Koegler, editor of Nonprofit Technology News.

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

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Metoo hyre hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. I want to wish you cog, posca, so make i hope i’m saying happy easter in, i’m trying to say happy easter in hebrew and ah and happy passover in italian is born passat born peskay it’s march twenty ninth, two thousand thirteen and i very much hope that you were with me last week. I’d be disgusted to hear that you had missed irs sale in aisle four o three b evan giller, a founding member of the law firm of giller and calhoun, explained, the i r s is fifty percent off the penalty sale for four o three b retirement plans that are not in compliance. Many plans are not up to code, and this is the year to fix the problems we talked about the common mistakes and what to do and compensation clarity are regular legal contributors jean takagi and emily chan of the san francisco law group, the non-profit and exempt organizations group answer these questions how do you determine what’s reasonable compensation for executives? What happens if camp is excessive? And what’s that automatic penalty that kicks in if you don’t properly disclose benefits. We did a mock board meeting and i walked out remember i had sound effects and everything. I’m amusing myself if you refuse to be amused. I’m amusing myself last week. I want to make something clear. Last week i had said that gary vaynerchuk, gary v you may know him as had been on last week, which would’ve been two weeks ago. He was scheduled to but he had to reschedule for may. Well, have him in may and i just want to make it clear i was not drinking last week. I had recorded the show many weeks ago, back when gary was still going to keep his promise. But then he broke his promise, but he made up for it. We love we love gary. I’m just getting gary in case any of his entourage is listening. We like gary v and he’s coming this week. Discover your brand nadia touma is a brand innovation strategist with clark i mcdowell that’s not an eye there’s no period it’s clark vertical line mcdonnell that’s very dramatic clark vertical line, vertical mcdonald, your brand i’m glad not he’s laughing. She hopefully realizes that i wrote this copy. So i know it’s, not an eye. Your brand goes much deeper than logo in tagline i hope you recognize that what’s the process to discover your brand strategy. And once you’ve found it, how do you manage it? Nadia and i will discuss all that also content marketing scott koegler returns he’s, our regular tech contributor the editor of non-profit technology news what content should you post for consumption? And where should you be putting it? How do you start your content? Marketing scott and i will discuss that between the guests on tony’s take two planned giving is part of your fund-raising team that’s what’s on my block this week, i’ve got some simple ways that planned giving can support the rest of your fund-raising my pleasure now to welcome and introduce nadia christina touma she’s, a brand innovation strategist with clark mcdonnell i guess you know it’s probably supposed to articulate the vertical line. It was an ampersand you’d say clark end, but it’s not supposed to be clark vertical line mcdonnell just clark macdonald that’s where she’s an a brand strategy innovation ist her work is creating and revitalizing brands in our swiftly changing world. She’s on the faculty of the school of visual arts, s via the masters in branding program, where she teaches brand strategy. She has worked with non-profits such as slow food and why i see in the pittsburgh concert society and in college at carnegie mellon university. She had a minor in piano performance, and we’re going to talk a little about that, too. Nadia touma, welcome to the studio. Thanks for having me, tony it’s. A pleasure. Glad to see you laughing already. Very good. Um, co-branding i think there’s a lot of misconceptions about what a brand is. What? What? What is branding? Well, that is a very good question. First one out of the box. Alright. Alright. Complimentary. You could stay the whole hour. With pleasure. Ah, i often get that question. A lot of people don’t quite know what branding is. I have a lot of confusion even within my family and my closest friends there. Not sure exactly what i d’oh. I think the best way to describe branding is to define it as what? It’s not co-branding is not. Ah, brand strategy is not marketing it’s, not advertising its not a logo it’s, not pr. It is actually the foundation. And the strategy is really the backbone of all of those things that it will then effect. So, you know, a brand strategy consists of things like a mission, a vision, reasons for being the dna of what a company and its products stand for you. And then all of those marketing pr efforts are executions off that strategy. All right? And then you have to maintain your strategy once you’ve once you’ve devised it well, not only maintain that’s very important maintain, but also stay relevant and state different. So it requires connection to the world connection to your consumer. You know, the world is not stagnant, and neither should have brand be stagnant. S o you have a very solid foundation, but you have to move with the times as well. Now, how do world renowned brands like apple? You know, nike, how did they create that that aura around them? And you just say apple and people think of steve jobs, and they think of beautiful design and innovation and slightly expensive products. But how did they how did they had to create that well, that’s, really the magic question and that’s, why people like me exist which is to help companies really create that magic, but at a very fundamental level there are couple characteristics that make a brand very strong, one of which is its first of all, that it’s relevant, that it’s relevant to people’s, lives to companies, lives. Another important characteristic is that its distinctive so it has to be relevant. But it also needs to be somewhat unique um, and somewhat special in a way that the delights people there’s also another really wonderful thing that strong brands do, which is they defined categories, and they almost shift culture in a way. So if you think about really strong brands like apple, for instance, you know they’ve really changed the way we interact with the world, with music, with movies, with people, you know, and those very, very strong brands are able to almost do that and shifting culture, which is really cool. All right, so let’s, let’s, bring this to the to the small and midsize non-profit level. You talked about a lot of things in developing the brand strategy, but so let’s let’s. Try to flush this out. How do you how do you start? Toe create your strategy. What? What you want to be? Yeah, and that’s oftentimes the biggest challenges actually understanding. What is it? What is our reason for being? Why do we exist? And that’s challenging? Because a lot of times there might be differing opinions or different objectives within an organization within a midsize non-profit but but every non-profit has a mission statement almost always go to the home page it’s a simple pull down it’s right there in front. They all have a mission and you in a vision. So, isn’t that. Isn’t that the basis or there might even be some the differences of opinion? Despite that? Yeah, i know a lot of times the mission statement it could have been written by, you know, someone who founded it years ago, and it may not be as relevant or the way in which it’s interpreted might not be consistent across people who are making decisions everyday within that organization. Eso when we think about a mission statement it’s, you know, it’s sort of a first level and that needs to be agreed upon, of course, but from there there other components like understanding who were retargeting what’s our consumer, our audience, you know, what exactly do we offer, even from not just a functional standpoint, but an emotional standpoint, even if you’re just a midsize non-profit that’s all very important. S o sometimes mission statements, vision statements are written without those components in mind. And so that’s what needs to be really fleshed out internally, say, a little more about the emotion? Yeah, so you know every organization, whether you know, whether you’re lady gaga or your you know, proctor and gamble, you’re offering functional things, so you’re offering toilet paper or you’re offering entertainment and music, but you’re also offering, and i don’t think lady gaga uses ivory, so probably not right. I don’t think she uses anything anyone else used, but from an emotional standpoint, you also have to deliver something right brands need to make you feel something on dh. So even if your say, you know a local music organization that promotes local talent, there needs to be something emotional that the audience gets from using you. Otherwise you become just purely functional, and a purely functional offering is not a complete brand and we can articulate all the all this i mean, we can pull all this into ah ah, cohesive statement and understanding among all our different constituents are bored are our staff are sea level people, the people who are benefiting from our services, whether they’re students or or the homeless way? Yeah, absolutely. And what’s actually critical when you’re implementing ah, brand vision or a brand strategy is to get buy in from every level of the organization. So everyone who’s doing the accounting? Teo being a spokesperson, teo, you know, being the ceo all need to believe it’s it’s the difference i often tell my students it’s a difference between interacting with a customer service representative it zappos, who clearly believes in the brand to buying something at duane reade and interacting with the checkout person, okay? Or maybe state government, maybe that’s all right, that’s a good example of the other end of the day. Yeah, okay. We’re gonna take a break. We’re going to dive more into detail about how to develop your strategy, what that process is about. So now he has certainly stays with me. And i hope that you do too talking. Alternative radio. Twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service, sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the 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 buy-in durney welcome back to big non-profit ideas for the other ninety five percent got tons of live listener love china so well represented. Young jang kun ming chung ching, shanghai, shenyang, wuhan. I’ve been to wuhan and i’ve been to shanghai. Shi on is not there. I was in shi on to where she on left fans behind and she on i thought. But china chinese ni hao. Very nice to have you with us and seoul, korea and day. John korea. Very nice to have you with us on your haserot here in the u s new york, new york. Welcome, smithtown, new york. Welcome. Will smith times at long island, i think i think it’s long island welcome live listen, love tto all those live listeners and more to come. Okay, nadia touma. We’re talking about the importance of branding here. By the way, when you become a partner in your firm, i want you to tell them you want an ampersand before your name. Okay? Not the verdict. I don’t care what kind of equity they offer you a share in the corporate jet. You want not the vertical line. You want to be end too much, really? The memo percent um okay, let’s, go let’s, get into this process a little. Now all these all these constituents need to be involved. You mention from accountants to board members at sea level. Bonem what do we what do we start this this process with if we want to develop our brand well, there’s, just like they’re possibly dozens of definitions of what brand strategist do there’s also many ways in which a process khun begin. I’ll tell you my personal perspective. I truly i truly believe that partnering with whoever you’re working with is incredibly important. So getting together say, your ah brand strategy agency or you’re working on your own, getting together with that client and really sitting down and understanding what’s the issue what’s at stake what do your objectives try to understand? What’s our goal and together as a team really outline what a success look like. You know, it’s really define what those girls look like and parameters, you know, what’s what can we change what’s off limits? You know what can we not touch from there? I think it’s really important to get the perspectives of a lot of different stakeholders within that. Organization and try to understand is there are other inconsistencies among them in terms of what the mission is, what the vision is. Do they see the company going in different directions? Do they see in a different place in five years? What are the different strengths and weaknesses that various parties see? Understanding even that is an insight is to understand what’s our current situation. You know where the inconsistencies, where the commonalities and from there, we can start to create a common goal. So there’s a lot of conversation, a lot of interviewing focus groups. Is that is that it was that all part of this? Well, focus groups come a little bit later. So once you do wanna interview internally and understand what’s going on within, because the change will have to happen from within. So getting a good read on that is really the first step. Okay on, i did survey listeners before the show on dass cked in the past five years, have you given considerable thought to your brand strategy? A little more than half said yes. About close to sixty percent said yes. And then about fourteen percent said no and about a third said, i’m not sure what brand strategy means i better listen to the show, so i hope those listen, i hope you’re on. I hope they’re either in china, japan or smith down listening, all right, but no more than half have feel that they have given a lot of thought within the past five years. Well, i think in the past five years, there’s been a sea change in the perspective of brand strategy. I’ve seen it absolutely well, i think that brand i mean it’s still a nebulous term that clearly people aren’t quite sure what it means. I think that there’s been quite a shift recently in going going from financial measures on ly in terms of measuring success to trying to build in metrics that measure the quality of your brand as well. I think cmos and ceos are recognizing the importance of having a strong brand in addition to the bottom line. Now, cmo is a very common term for you, but here on the show we have drug in jail on i would hate wade. You have a female ward for for george in jail offenders cmo so that all the listeners know what you’re talking about, chief marketing officer excellent does a lot of non-profits certainly don’t have cme owes a lot of this falls right on the executive director or maybe a communications and marketing staff but might not be a chief marketing officer. All right, so we’ve gathered all this information from all the different constituents, and i think including importantly, people who are benefiting from the work that we do a zay said earlier, whether they’re students or they’re the hungry who you’re feeding the batter to your sheltering them in there, they’re certainly included, we have all this information. Now what? How do we coalesce this what we’re looking for, right? So i think that once we’ve understood what’s going on internally, we want to then turn r r face toe to the outside world and understand who are we affecting? So is that the hungry? Is that students and decide who was it really that were after? And i don’t mean after in a predatory sense, i mean, in terms of who’s, our audience, who are we trying to read? That’s actually an incredibly important part of it to really define that target audience on and i don’t just mean to finding it in terms of demographics, so you hear a lot of terms thrown around, like males eighteen to thirty four or moms with kids or the baby boomers. The reality of it is that each of those groups has shades and shades of different types of people so it’s more important to understand. Are you looking at moms with kids who are into organic food or, you know, are you looking at males eighteen to thirty four who are married and, you know, working full time or are things like that that that add texture to who you’re looking at and then it’s important to understand? Let me ask you when you’re doing that? Do you ever devise hypothetical people? Absolutely had guests? I’ve had two guests in the past. You have talked about that for in terms of marketing strategy. Yeah, about that oh, that’s. Incredibly important. So we call them creating personas on dh it’s. Really? It’s it’s wonderful to do with clients. Because i think one of the pitfalls of working all the time with inman organization is you start to see your audience as a number or, you know, a cell. In an exception, a stereotype of some complete stereotype and it’s. Amazing to see the way in which top level executives will react. Teo very well fleshed out persona and what i mean by persona is outlining the person as if they truly were a person. What do they like to do in their free time? What brands do they use in other categories? That’s incredibly important. What’s their education level. Where did they go to school? Where do they like to vacation? And you really bring that person toe life and they become someone that is relatable. And in that sense, i think you create better solutions, theun just saying, while we need to increase exp i twenty five percent and why by sixteen percent do you give those personas? Name’s? Vivian? Oh, yes. Oh, yes. And a lot of work goes into that is, well, really the name? Yeah, sure. We’re okay. All right, all right. So i made you tigress labbate because that’s interesting cause the other guests i said have made the same point sabat so we’re coalescing this invention that we’re going outside. Are we doing interviews with with these potential personas? Were trying to meet people who fit the description of these different personas absolutely, i think that the most important thing to do is to talk to your consumer, and it’s really brings it to life. You, khun do surveys. My personal preference is to go out into the world and really interact with who you’re going to be speaking with on dh that could be done in a variety of ways. So ethnography zehr quite popular, and that means don’t get into that jail again, jack in jail ethnography xero when you go into the audience is natural habitat really so to speak? So if you’re studying, you know the way in which people consume alcohol, you might be going to bars or their homes before they go out. If you’re, you know, studying perhaps skin care, you might go and observe someone shopping for skin care. So you really want teo me? Clearly, it won’t be a pure experience because you’re their jotting down notes and you know, you’re obviously observing, but you do get to see those those nuances that you might you might not get if you’re in a focus group facility. Not to say that those air not incredibly valuable because they are one of the things you get from focused group that you don’t get in other types of qualitative research is that you get social interaction, so you’re watching people react to things, and then maybe another person says something that sparks another thing, and then someone else builds on that and you start to get these incredibly rich insights from whatever stimulus you’re bringing in. Nadia touma is a brand innovation strategist with clark mcdole, which you’ll find on the web at clark with no, no, eat the end. Mcdowell, m, c d o w a l l clark macdonald, dot com what types of questions are you asking these people? Well, that all really depends. It depends on the objectives of what you’re trying to find out. So if you’re if you’re doing just straight consumer package good type research such as skin care, alcohol or you nutrition shake or something of that nature you’re trying to understand really the needs behind it. One of the things that is let’s think let’s, bring it to a non-profit sure you’ve worked with a music and arts group in the past. Yes, i suppose it is. A small arts group. What what? What are we trying to find out from their their their constituents? Eso for example, for this small arts organization that i worked with, they sponsored and showcased local classical musicians in a recital setting. And they were having an issue with their audience. There wasn’t enough of coming to these recitals. So really it’s it’s not just saying, why are people not coming to a recital? That’s sort of just scratching at the surface? What you really want to try to understand or what are those unmet needs that is, is prohibiting them from coming, right? So what are those barriers that miss making people do something else rather than come here? And i think that’s really actually across the board what you want to find out and that’s incredibly challenging because people don’t know what they don’t want. So it’s very hard for them to tell you what they’re looking for, why they chose something else, exactly, or its group or a college why they chose it. Okay, so how do you start to get to this s o that’s? Really? Where the art meets the science it’s really that’s when you have to really sit down and create a solid methodology, and what that means is you really need to thaw. I almost think about what you’re trying to get first and work your way backwards. So if i’m trying to understand, you know what is really driving? Ah, consumer, not to go to our side and go to a football game instead really try to break that down in a way that gets sort of a roundabout way to get to them. You would never ask them. Why are you going to the football game rather than the recital? You’re trying to understand it a deeper level? What is that that makes them feel fulfilled? What is it that makes them feel happy with their free time? And then you have to do a lot of the back work to fill in those gaps. This is very esoteric. It’s. We call them leaps there you really have? Tio i almost asked around the question and look at that negative space in a way, and then make those connections to understand what’s missing. Okay, so all right, so now you’ve got your internal constituents, your external constituents. You’ve made some leaps. In judgment, there must be some kind of testing of what of the leaps that you’ve made, and the the early conclusion that you’re starting to draw? Absolutely. And this is when you bring it all together. So as you said, we spoke internally. We understood what was going there. We understand what’s going on in the outside world. And then now you need to bring it together and say, okay, what makes sense here if we have x and y parameters internally and this is what success looks like? And then this is the opportunity that we’re seeing in the outside world. How do we marry the two? How do we make a solution that makes sense given constraints, opportunities, but the organization and then what we see, as you know that that really juicy white space in the outside trying to bridge this gap you are between opportunity and on reality. Exactly. Okay, and so a lot of times, what will happen is you might have you might find these incredibly lofty, wonderful opportunities out in the world. And then what ends up happening is you do have to bring them down to earth based on what’s, actually. Possible on then. So there’s a process of testing on then what? What’s the end result of all this that’s a great question. Another one? Yeah, two out of twenty five. So it can take the shape of any number of things so it might end up being just a brief, you know, a word documentary, power point dahna document or it could be something that’s a little bit more of emmanuel, but essentially, what you’re giving is a set of guidelines. So, you know, you you should recount the journey that you’ve taken with the client so they can see how do we get here? You know, what does that look like? And then once you’ve told that story, you outlined things like, ok, what is our positioning mission vision statement? What does it look like when we apply that to our pr? What does that look like when we apply that to our visual identity? How do we talk about ourselves? All of these sorts of sort of guidelines to help you talk about that strategy that you’ve created? How do we talk about ourselves in terms of actual words and maybe stories that we tell or or things like that? Yeah. I mean, it’s it’s, all those executions i talked about at the beginning of our conversation. You know, what is advertising look like? What is marketing look like? Not from a here is a an ad, but thank you. Here are here’s a type of language you should be using here. The types of colors you should be using. The tone, the personality, all of these things that affect the way someone might interpret your brand. How do you feel that, uh, musical performance overlaps with with the work that you’re doing? How does that inform your work? Well, i would say that generally speaking toe work and brand, you just have to be curious. Keep your eyes open, be interested in a lot of different things because you have to make a lot of esoteric connections all the time. So music is just one of those other things that sort of opens your eyes and ears and fingers and a very different way exactly. And share what? What it is that you love about the work that doings. Clearly, you enjoy it very much. Very passionate about it. What? What is it that moves you? About what you’re doing, you know it, it’s it’s incredibly interesting because you are studying people and you’re studying societies and how people feel about things and make decisions, you know, ultimately, companies really are creating products and services for a changing world, and that means that you have to study the world and study interactions and connection and what you love about all that it’s incredibly interesting to be a part of and does the nature of the business is you’re always working on a different type of industry and a different type of consumer. So you’re always learning, you know, deeply about a lot of different types of things, thanks very much for being a guest, not here. Thank you for having me. Pleasure. Nadia touma is a brand innovation strategist with clark mcdowell at clark mcdowell dot com right now we take a break, and when we come back tony’s take two about plant e-giving as part of your fund-raising team. And then scott koegler returns and he and i are going to talk about content marketing. Stay with me. You couldn’t do anything to getting dink dink dink dink. You’re listening to the talking alternative network. Get him! Nothing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Oppcoll hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back time for tony’s take two at roughly thirty two minutes into the hour. My block this week is planned e-giving is part of your fund-raising team i’ve got there five strategies for using planned giving to help other parts of your fund-raising there’s no reason that plan giving should be silo or blackbox. It should be supporting all your different fund-raising methods on you will fund, for instance, when you’re meeting a planned e-giving prospect, certainly you want to know ahead of time whether they participate in the annual fund and if they have been giving annually, you want to thank them and if it’s appropriate asked them for an increased gift to the annual fund if they’re not participating annually. It’s appropriate to ask why? Maybe there’s objections that you can help to overcome and and find a new annual donor that’s one that’s one way of helping the annual fund corporate support, maybe corporate sponsorship if you know in advance or you learn in the meeting, that person works for a company asking about the possibility of corporate sponsorship. Not that they would be the decision maker, but maybe they’ll make the introduction to who the decision maker is and that entree is always valuable now than being strictly a cold call to that office. So there are lots of ways that plan giving khun support other types of fund-raising i’ve got more ideas on my block. The post is called planned e-giving is part of your fund-raising team and that’s at tony martignetti dot com and that is tony’s take two for friday, the twenty ninth of march, the thirteenth show of the year. Where did march go before we bring scott on? I want to send more live listener love we’ve got guangzhou, china and nokia, finland and porta vallarta, mexico. Now, if i can figure out if we can identify those cities, how come it’s united kingdom? Why is that? We don’t even know the country and uk? Yeah, you well show you irish english, we don’t know what i’m going to say you’re you’re welsh because that’s the least likely so welcome from wales and if you’re not in wales, why is your what is your identity, your location being masked? We don’t want your street address, but certainly country would be nice, scott koegler welcome, i’m doing terrific, scott koegler we know him he’s, the editor of non-profit technology news, which you’ll find it and p tech news, dot com he’s, our regular tech contributor, and this month we’re talking about content marketing what do we mean? Marketing? Yeah, what do we mean by this? You know, i actually for a different name for that, i call it authority marketing because it’s really, you know, you’re trying to, uh, trying to put for information about things that you know about your so you’re asserting your authority and you’re letting the people that you talk to, hopefully that read, whatever it is you’re doing, i know that you are authoritative on then the short part of that is that you’re not really selling, although, you know, being an authority and something means that hopefully people will come to you when they need answers and when they need services and products, i see that that’s what we’re talking about, okay, authority marking is a little more more descriptive and and what would a, uh, what types of things would non-profit want to be demonstrating authority in? Well, you know, the short answer there is the things that the non-profit is about so the cause the methodologies they’re using again any anything that they that they know about so that’s kind of across the board for non-profits and also for-profit type organizations. But non-profits can talk about just all the things that they do. So it’s, you know, it’s putting forth your message in a non marketing kind of away. Okay, so you and i have talked in the past about surveying people to find out what their interests are. There might be value in doing that to find out what about your work or related to your work interests them? Sure, sure. You know, you always want to get feedback from your constituents. And sometimes you get feedback from from a survey. That’s that’s a very good way to go. You know that your percentage of respondents varies all over the place. You know, i’ve had i’ve had anywhere from one percent. Twenty percent response rate course, twenty percent is great. But it’s it’s tough to achieve. Yeah, has to be something very, very interesting to them. And you might heat, you know, so that maybe a second or third generation of your of your survey, you know, kind of homes in on those issues now, but you know, another way to get feedback on what’s interesting is to get feedback on as comments on articles that you post in a block and those you generally get significantly less percentage, but those are typically more insightful. They’re more direct, you know, you know that they’re interested in that particular topic because, well, they read the article on they’re responding to it. So it’s very good way to get get responses. Now you have an article at n p tech news dot com, which says that only we have a number of articles, of course, a couple you do, but this one specifically says that sixty nine percent of non-profits are not blogging. Yeah isn’t in that stunning in this age of every you know, every schoolkid has a blogger and, you know, uh, it’s tough to imagine that, you know, almost, uh, almost three quarters, certainly two thirds of non-profits are not putting out a block, so, you know, i won’t say shame on them, but shame on well and our listeners are consistent with that. One of the poll questions i ask before the show is is your non-profit blogging at least. Twice a month that’s not even very common, but i made it a low threshold twice a month and seventy one percent said no interest. Only fourteen percent said yes, the other fourteen percent they didn’t know. So this is very consistent, actually with with what your article is just within a couple of points dahna way believe that the block is a good place for all this content. How do you do get started with your block? If you’re in that sixty nine or seventy one percent is not doing it. I will say that it’s not surprising that the number is so high because even though the technology for putting together a blogger is really easy and really available and even free and i’ll talk about the specifics in just seconds, the time to do the blog’s is a very scarce commodity. You no way talk about operations and and events and all the things that have to go into a non-profit and there are a couple of things that are critical to writing a block one is the time to write the second thing is the ability to write, you know, cogent phrases and just, you know makes things that are right, things that are interesting on getting somebody to actually be consistent. So those three things are, you know, probably the killer’s toe actually producing a block on a consistent basis. So that’s one thing that’s this very difficult, overcome and that’s why a lot of organizations or maybe something not as many as we might think, actually hyre out there blogging, and they get professional writers or managers to produce content for them and manage the the website, the block, whatever it’s called and send for them, you could try soliciting content from your constituents could, whether they’re the people benefiting from your work. Or maybe if you’re a bigger organization, maybe some of your employees can contribute. I don’t have to be writing right could be video absolutely there’s all kinds of different blogging tools now one of them and we’ll just kind a segway into this. Yeah, you know what? We talked earlier about pinterest that was a couple months ago on dh pinterest, you know, i mean it’s really a blocking platform, but it is a way to put out dahna typically images or videos of of information that’s of interest to the organization and to the constituents. Another one that you well, let’s, step on pinterest, pinterest is not all that time consuming. Because you can be. You can upload your own content, but you can also be out on the web. You find something that’s interesting, relevant to your work. You you just pin it to a board using the earl. Great it’s it’s. Very quick and easy. The good thing about it is that it it keeps it can keep a consistent exposure. Uh, that if there’s a negative, i would say that it’s it really is not generally original content. It’s something that you you found and shared, right? Right. But it’s it’s bad, but it’s not really blogging, right? No. Right. But it’s jemaine to your work. And could be interesting to your constituents who are interested in the work that you do, right. And what you just said there is, you know, being interesting to constituents. That’s really the key to any of these you’re you’re content curator of of content, and you become an authority, hopefully within your within your sphere, right? I think, you know, tend to touch on that authority issue if you’re if you’re pinning some content that’s not your own, uh, that maybe, you know, kind of the reverse of becoming the authority. Okay, you’re a curator and that’s a good thing. So you’re bringing things of interest, but you haven’t really added to the authorities factor. So somebody who’s actually interested in what you pinned is just going to click on that pin and jump to the site. That weird originated, so i’d be careful of their, you know, but it is a place to get exposure. All right? Let’s, talk about the block you had. You have some suggestions about getting started with blogging? Yeah. One of them you talked about was was tumbler and tumbler is, i guess, it’s a version of interest and that it’s, highly visual. Um, but you actually can post content there. You can also curate it and post. So on it’s a free it’s, a free resource. You could just create a account you can upload pictures of your events. You can upload text about whatever it is that you’re doing. So so that’s. Ah, relatively easy way to get in. It’s, it’s, inexpensive and fur and supposes cheap on dh free i think? Yeah. Okay. And that’s t u m b l r write the word tumbler without the okay. Okay, so, yeah, i would suggest that maybe uneasy. Wait for an organisation to get in where there really isn’t any there’s. No overhead. It’s, quick and easy, todo. Now, wordpress is very popular, but that’s that’s maura, traditional type written blogged, right. Uh, correct. Right. Word press is probably the white, most rightly used blogging platform, although there are plenty of others but that that could be for you can actually do a you can set up your own wordpress block account by going tio it’s. Um, we’re press dot com, actually. And you could get the free option and start with that. And so you can set that up and you can actually just start to write articles. You can write the articles right within wordpress and just click save and it’s published so it’s very, very simple todo right there there are elaborate wordpress blog’s but you don’t have to shoot me not to start. You certainly shouldn’t start there. You start seeing i would say start with just the three one and go from there add content had pictures. If you have videos, you could do, those two do. Although the free site has restrictions on, you know how much you can actually upload and save to the site. Okay, we’re going to take a break, and when we come back, we’ll talk a little about maybe creating cem video, that’s, that’s, simple to do, because that could be compelling authority marketing. Now i’ve had to change. The name of the segment accommodates got from content marketing now already marketing that’s. Ok, i’m flexible, you flexible, dammit! All right, we could take a break. You stay with us, scott will, and i hope you do, too. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com that’s, monte t m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Oh! Welcome back. Tokyo, japan, fukuoka and metallica, japan welcome konnichi wa. Very nice to have you with us. New york, new york and memphis, tennessee live listener love and our listener in the united kingdom. We sussed you out. You tried to hide, but we learned that you are in manchester, england. So not welsh after all, which you may be pleased to hear that you’re not welsh. Well, you could be welsh, but listening from manchester but probably not. So we found you despite your efforts. Teo cloak on. Be deceptive. All right, scott koegler let’s, talk a little about video because video, you know, you and i have talked about this before, it doesn’t have to be high production phones that take shoot video are so common you could arm your employees or your other constituents with the phone, maybe at an event or maybe just on their own. This could be good authority, content authority, marketing, absolutely. And it’s uh, sometimes actually, most of the time, it turns out to be very current because the videos, as you just mentioned a lot of time, shot with their with their cellular cell phones with their smartphones, and we’re even just any kind of digital camera now takes video. Uh, of course, the smartphones. You, khun, take the video posted almost live on, you know, the face of people like to see themselves and people that they know so particularly had events. I saw one organization that recently kind of they turned around the old thing about putting the the, you know, the throwaway camera on the table? Yeah. And they put a card on the table that says, use your cell phone, uh, shoot a video and uploaded here, and they got i think they were just overwhelmed. They think they’ve got a couple of hundred up loads. So, you know, that’s good and bad, right? How do you use and select the ones that you wanted? But it did. It proved the point that it was a very popular option and something that people would engage with immediately. So just kind of take that idea further. What do you do with that? Um, you can either download those those videos and create a kind of a montage using your own software, or you don’t have to do that. You can actually use tools within youtube to, uh to mash up your videos on create, you know, kind of an overview doesn’t have to be ah long or complex or even, you know, two super high quality just paste a bunch of pieces together, right? You to diligently, of course, youtube has editing editing tools right now. There’s a sight that we know one listener maria simple likes because we know maria because she’s, a regular contributor and you talked about this site almost a year ago on a moto for video. Exactly an emoto is great. Um and, uh, i mean, what it does is it allows you to use both video and still images and create a you know, we’ll call it a video, and it actually is a video. Even if you have images there, uh, there’s basically photos, and it does very complex transitions. You can overlay text on it. You can overlay background music on becomes very engaging. So, you know, in a matter of probably ten minutes, you can produce one of these things. Yeah. Maria maria has been using it for a non-profit that she volunteers with, but she heard about it from you first. And like i said now, it’s been close to a year she’s using it all right? And we’re just, you know, a free tool that’s simple to use and, you know, sort of quick and dirty video that can be can be moving or informative, right, exactly an authoritative and that, again, just the good kind of go back to that word that’s really, what we’re trying to do here is to increase the believability that you’re just you’re not just somebody out there trying to raise a few bucks for, for who knows what you know, but you are actually an organization. You have a purpose, you know what you’re talking about, and it gives the people that you’re communicating with something teo grab onto teo to associate with and maybe even to, you know, get it personally and personal involvement with well, there you go, that’s that’s what this is all that we were trying to engage, we’re trying to have a connection, a dialogue so that you become affiliated with the work well aware of the work and then hopefully become affiliated with the organization, maybe as a volunteer, maybe as a donor, maybe just as a spokesperson and an advocate on the web right? Absolutely. And you know right back to the blogging section. And you mentioned, you know, get some of your constituents, your volunteers, whatever to to contribute content. If you have a relatively large organisation, you have a much better chance of getting, you know, five or ten individuals who are able to contribute something. If you could get them each to contribute something every two months, even you’d have a you have something to become consistent with. Consistency is one of those things that really counts. Okay, on dh there’s, your there’s, your sort of army of advocates and and volunteers. I mean, you may never make that. You may never meet the people, but if they’re contributing content once in a while, they’re supporting your work. Exactly. Exactly. We did have a correction for you, scott. The forward press sight is its wordpress dot or ge. Okay. Yeah. Okay. Well, i got sign up. Dot wordpress, dot com uh, so if you want to go directly to the sign up, but you’re right, wordpress dot or ge is where you go first. I am sorry. Okay? That’s okay. Okay. No, no, no. All right, but sign up. Dot wordpress dot com. But if you want to go directly toward press and learn more about it, that would be wordpress dot org’s. Okay, now you what? You’re trying to be an authority buy-in and i really messed up well, but i want to help you. It’s xero there only nine thousand dollars will do good. Only nine thousand people listening. Well, no. Nobody listens to this show. So it’s not gonna matter. It doesn’t matter what you say. Any closing thoughts you want to leave people with in their authority? Marketing? Um, i would say it’s it’s something that really people are hungry for, even though there’s plenty to read on the web. Uh, you know, the old thing, you know, you can’t publish anything. It is untrue. It’s untrue. On the web, right? Yeah, of course. But i would say just along with that, if you if you plan to go into this one of your main goals, should be to be consistent and to do it on an ongoing basis, you know, putting up one post every three months just is not really gonna do anything. It’s. Probably worse than doing nothing. Scott koegler is the editor of non-profit technology news at n p tech news. Dot com and scott remind us what your twitter ideas it’s xero scott koegler course spelling koegler is not easy. So it’s seo t k o e g l e r all right, scott, thank you very much, but with this, we’ll have you back next month. Thanks doing my pleasure. Thank you. More live listener love, new york, new york, memphis, tennessee and richardson, texas live love to all of you hope you’ll be with me next week when we’ll be talking about talk between the generations. Phyllis weiss haserot is a consultant in cross generational communication. Ines boomer boss in a general i worker gen x boss and a boomer worker how about a general i fundraiser and a boomer or boomer plus donor? We’ll talk about strategies for working across the generations we’re all over the social web you can’t make a click without sparkle adoro testa, i hope i’m saying smacking your hard head backing your smacking your head hard into tony martignetti non-profit radio that’s what i’m trying to say anyway, you can’t make a click without that. Ah four square, for instance, are you? On foursquare, if you are, then let’s connect because i’d love to see where you’re eating your breakfast in your dinners. I want to know what’s coming up before the show sign up for our weekly insider email alerts on the facebook page. There was a time when i had to say facebook, dot com forward slash tony martignetti non-profit radio that was, those are my dark days in social media. Now, i just say on the facebook page, and we all presume that you know where to find that our creative producer. Yes, we do have one is claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor shows social media is barbara jean, a walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope to be with me next week. Oh, i hope you’ll be with me next week. Talking, alternative broadcasting talking alternative dot com on friday, one to two p, m eastern. I didn’t think you could do. You’re listening to the talking alternate network. Duitz get him. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Told you.

133: A Conversation With Amy Sample Ward – Tony Martignetti Nonprofit Radio

Tony’s guest this week:

Amy Sample Ward, author of “Social Change Anytime Everywhere,” membership director for Nonprofit Technology Network and our monthly social media contributor.

Read and watch more on Tony’s blog: http://tonymartignetti.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’m your aptly named host and it’s friday, march sixteenth. Oh, i hope you were with me last week. It would hurt me deeply if it came to my attention that you had missed integrate communications and marketing that’s integrate g r e a t communications and marketing. Diane lansing, president of lansing associates, had ideas for getting your communications and marketing in sync. She wants you to apply analytics so you’ll know what works and what doesn’t in the short and long terms sounds simple, but are you doing it? Diane had advice for getting you started and p r i programme related investments are prospect research contributor and the prospect finder maria simple was with me to explain why foundations don’t only make grants, some offer loans, loan guarantees, equity investments and other pr ise how do you find those foundations? That’s what we talked about last week with maria she also had info on conferences that you’ll want to pay attention to this week. A conversation with amy sample ward, our social media scientists and monthly contributor, has a new co authored book social change any time everywhere how to implement online multi-channel strategies to spark advocacy, raise money and engage your community the book is shorter than its title. We’ll talk about how your non-profit can raise money in fact, find advocates and move the needle on engagement in our any time everywhere world. Amy sample ward is going to be joining us, but she’s not here yet, so we’re going to start with tony’s take two instead of doing that later in the show, and then we go to a break and we’ll hope that amy’s here the time that that break is over. Tony steak to my block this week is number one podcast and two in the top five i want to give many, many thanks to blogger cheryl mccormick she’s, the principal of ascend non-profit consulting, and she named her top five non-profit podcasts and this show to show that you are listening to right this moment was number one, tony martignetti non-profit radio and cheryl, thank you very much for that fund-raising fundamentals, which is my monthly podcast that i host for the chronicle of philanthropy was number three. Cheryl, thank you very much. Again for that on this show number one show, in case i hadn’t mentioned that she likes jargon jail, she likes my jog in jail, and she likes live listener love that i send out, and i like those things too, and i think they are. I think both podcasts are highly rated by blogger cheryl mccormick, but also doing very well outside that because they’re fund-raising to do, um, i just love the opportunity to meet people that i would not have met otherwise and not only meet them, but pick their brains today, it’s going to be amy sample ward for an hour if she ever gets here, but all the other people, all the other guests, you know, i get to talk to them for twenty five, thirty minutes or so. Ah, that is just a riel joy, knowing that you’re learning from them as i’m picking their brains and we’re all learning, we’re both learning. I’m learning as well and as you fund-raising fundamentals, that’s a shorter one that said that’s, a monthly podcast, it’s only ten minutes and it’s devoted to fund-raising, but again picking the brains of experts for the benefit of listeners that is a real pleasure. The fund-raising fundamentals you can hear on the chronicle of philanthropy website and it’s, also on itunes, cheryl’s only negative for the for each of the two podcasts was that there’s not enough of them, she what she wishes i did them more frequently, and that was very gracious of her. Cheryl mccormick. Thank you much very much again. Her company is ascend non-profits and you’ll find cheryl mccormick at ascend non-profits dot com, and she has a very cool logo. The check out the logo for their company, very nicely done, very smart, very clever there’s, more on my blogged at tony martignetti dot com, and that is tony’s take two little extended version for friday, the fifteenth of march, the eleventh show of the year. We’re going to take a break, hoping amy sample ward gets here by the time that’s over on while we take this break, i’ll be putting together some live listener love and thinking about what we’re going to talk about. If amy doesn’t get here in time, stay with me talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com lively conversation, top trends and sound advice. That’s, tony martignetti non-profit radio and i’m janna agger’s, senior vice president, products and marketing from blackbaud oh! Welcome back to big non-profit ideas for the other ninety five percent i’ve got live listener love forest grove, oregon welcome forest grove you haven’t been here before. Welcome. Lincoln, nebraska, brooklyn, new york and woodside, new york welcome live listener love out to all of you let’s. See in aa. Tokyo, japan. Osaka, japan, and fukuoka, japan. Konichiwa, welcome live love tto live listen to love teo each live listener amy’s not here yet, so we’re going do a little a little preview of her book, a little browse through her book. The first thing that i want to point out is that i wish it had more pictures when i’m when i’m picking books. I i flipped through looking for pictures and i probably would not have bought her book. It didn’t have enough pictures for me. I like pictures like more graphic, so it has graphics and has some screen shots. It’s very good that way, but i would like more. I would like more pictures in amy’s book. Aside from that, any simple word has just joined us. Well, i’m sure you did. All right. Pick moment. Take a moment. Impose yourself if we figured you were in the subway, i was just saying, i wish your book had more pictures. Oh, yeah. Pictures of what? Just it doesn’t really matter. I don’t know. A cute dogs, landscapes, landscapes. Yeah, i just look, i look for pictures as i’m i’m browsing through the book section. The books, it was meant more for reading than browsing, but okay, take another breath. Yes. You knew you knew that we were waiting for you, and yeah, i was going to be fine, but welcome. Thank you. Have you for the full hour? Yeah, exactly. I’m happy to be here for as much of the subway would let me to be our best majority. I did. Tony’s take two in advance. So? So when i’m i’ll have that time together. Congratulations on your book. Thank you. Its code written by allison. Is it keeping kapin kapin much? Tell us about alison she’s, the founder of radcampaign and the tele summit and network women who tech she’s based in d c uh, she’s. Pretty cool. Yeah, i met her because i was at your book launch. Oh, that’s right book launch that you did at the at planned parenthood parenthood federation. Yeah, yeah, that was very good to about forty people. If you got to meet your husband, max? Yes, very nice. Often left alone as your traveling throughout the country. Yes. That’s the that’s the first time he’s ever seen me speak in any capacity in public? Yes. He said that i didn’t talk to him. You know, first time i know. Lovely. Um okay, we’re in. Why do you let’s make this clear? Where? Ok, i need any time everywhere, what’s, what’s our anytime, everywhere world that you are trying to help people make social change in. Well, the anytime everywhere is really focused on the people, not the organization. So all of your constituents, donors, supporters, whatever you want to call them, they are, you know, living their lives basically around the clock, their life. And they are thinking about okay, if i want to talk to this person, i’m going to do it here. Or if i want to talk about this topic, i’m going to do it here. You just interact with your community, however you do as an individual, it might mean a friend calls you and then after you hang up, maybe you go look at facebook and interact with another friend there and then maybe send your mom and email, you know, but you’re not thinking okay, well, i only talked to sam on the phone, and i only talk to my friend barb in email, you know, you as people, we don’t treat our communications and our networks in that way, so organization shouldn’t be saying, ok, well, we only send you emails or we only let you talk about our campaign on facebook. We need to think about the way we communicate and allow our communities to engage with us as as a way that crosses all those channels as well, okay? We’re not segmenting our lives and write our community, our conversations, right? Stilted, like communications are conversations, right? I see somebody on foursquare check in, and i’ll make a snarky comment or something that i have seen one of those geever andi didn’t answer it as i recall, um, in fact, you were recently traveling, you were in south by southwest. I wass that’s ah, what i think of it is just a big music and party and drink fest. Is that what many people think of it that way as well? I’ve never been there at the beauty of being me is that i can know nothing about something and still be an expert in it. Yes, of course. Oh, i think i’m very well acquainted with south by southwest. Even though i’ve never been there. Why don’t you tell us what the rial tell people like me who think that everything that they know nothing about but it’s a very comfortable place to be. Actually i what is south by southwest? Well, it it are very originally was a music festival, but now has three components music interactive, which is really all kinds of technology, not just social media, including gaming and all kinds of interfaces hardware, software, etcetera and film. So film and interactive take place the same week. Concurrently on then the following week is all music. Were you there in your capacity as membership director of non-profit technology network? I waas so there’s a non-profit lounge there lounges of all different types sponsored by different people. So there’s, a blogger lounge meant for bloggers to find each other, etcetera. So the non-profit lounge is sponsored each year by beaconfire ah, long time, you know, and ten member organization sponsor, etcetera, and they opened it up for others to get to be in the space with them so and ten had a presence. We had a couple couches, if you will, and i was also working with them to manage the content each day so that people that were started in the lounge, what kind of concert we had was that we had a different topic each day. So we had one day was focused on measurement and metrics. One day was focused on engaging millennials. One day was focused on technology, staffing and the capacity around technology. Um, there were a couple more, and we so we highlighted little, you know, not not trivia because they’re real. But, you know, just little tidbits from our research each day based on that topic. So you come in the room and learn different things. And then at lunchtime we had panels on that topic so people that we knew were going to be either at south by southwest. Are actually based in austin that we could bring in to talk that day, just with whoever wanted to be there and engage with them. And then night times that was the drink fest in well, for some, i think drinking started as early is, like eleven, because i guess technically it’s noon on the east coast. Yes, yes, all right, anything. Did you learn a couple of one or two little things that that you didn’t know or maybe reinforce something that what was your was your take home from from south by the has to be something? Yeah, i think you know, they’re always different applications or tools that get launched itself myself west. So people, you know, waiting, teo, unveil some new application, and so there was a bit of that as well, but i think this year, the feeling that i got from a lot of the non-profit and social impact crowd at the conference was that people are really starting to get to a place where they feel really proud about some of the things they’ve done in their non-profit and they they wish, you know hey, what? Why don’t we get all the attention? You know, just because that really big organization, you know, that has tons of marketing budget and had tried and tried many things and then succeeded with something, you know, we’re a tiny organization, and we did that to, you know, they want a platform for their voices to but, you know, south by is always kind of mixing up the content and have had different tracks and and things like that over the years. So it’s not to say that there will never be a platform for them. But i think this year, there are a lot of organizations there, you know, looking for a place where they could stand on their soapbox and then get to share with everyone what they’ve worked on. All right and excellent that they got that exactly like to see that small, especially small and midsize shops getting attention. Craig newmark wrote the forward to your book. Craig is the founder of craig craig’s list, of course. And quick connect. He’s. Been our guest on the show twice. I think that was a trivia question once. How many times you been on the show? Oh, did we do that? Oh, i think we did i think for a giveaway and weigh just you were my guest for the hundredth show and we’re giving away? Yes, but the answer’s two way long ago gave away a lot of intense swag for us to give away. Yes, and he says in the forward that social media and good customer service or big deals you think we were going, you and i talk every month about social media, we know that that’s a big deal goodcompany mers service what? Why? Why is he talking about that with respect to the social engagement social change? Well, i think it doesn’t matter if you’re for-profit aura non-profit if you do true direct service or not, ah lot of the most basic day to day interactions that you could be having with your community take the form of customer service, even if you know, in a non-profit we normally don’t call them, but answering people’s questions or just being able to be present on social media, where you see people asking a question, even if it’s not about you being the organization that can answer the question for them and really playing a service role builds community in such a small kind of passive way, but that israel and you’re creating value with them, that it is a matter you know, if you are comcast and you want to use twitter to answer customer service questions or, you know you’re the humane society and you want to use twitter to make sure people know how to get help with their animals and and, you know, i like your just broad definition of what’s customer service. I mean, it may just be interacting on a day to day, right? You may not think of it as a service to the customer just having, you know, we’re just engaged in a conversation there on the engagement ladder and what exactly were just, you know, talking to them right, exactly and helping helping your supporters take advantage of all that they could do with you is customer service, you know, someone calling and saying, i want to volunteer, but i don’t know how and you pointing them in the direct in the right direction that is still a customer service function in your organization. We’ve got some live listener love we’re talking about texas austin, texas, where itself by was but we have san antonio on the line, santa or on the web? You know antonio, texas live listeners love welcome, welcome to the show and the conversation let’s, talk, talk a fair amount, i think about fund-raising and then how will we even, you know, engagement and advocacy get, you know, getting talking toa advocates and motivating advocates, and you spent some time talking about the different motivations to give why white people are giving on dh there certainly have been articles and books on this right by the the traditional, i guess fund-raising prose that are out there, you you spent a little time with emotions, emotions versus statistics, right? What would you like to say there? Well, obviously, we are humans, we are driven by emotion. Um, and i think that a lot of online tools facilitate that really well, you know, how many times have we seen a tweet or gotten an email where they say, you know, this many million people in this country are dealing with this issue and it’s like, okay, well, i don’t actually know a billion people, so i can’t conceptualize that very well, you know, but having a story that directly connects with you and is someone that’s already been served by that organization helps you understand the kind of person that is may be dealing with that issue and the way that the organization helps them because that’s really what we need thio conceive as the person who’s going to take action. Isn’t that what does it really mean for a billion people to be dealing with this issue? But what does it look like to help a person with dealing with that issue? If i can conceptualize what changing the fate is, then i can understand how i can help it and be a part of it. But if it’s just the raw data, it’s really hard to see what the action is in that, and social media really helps with storytelling because you can have, you know, people interacting people sharing their own story in response to that story, it really facilitates that, but the other part of emotion is our natural competitiveness and, you know, not really wanting to say, oh, yeah, my friend karen gave a lot more to that organization that i did. Who says that? Who says, oh, i gave the least of my friends. You know, and and tapping into that natural competitiveness, you know, using peer pressure for good is actually very successful. One of the research reports that we sight in the book was in pledges, so so, like a pledge drive over the phone, but still you could do this on social media, but when the collar you know, talking to the donor said that the previous caller had given more than they were about to pledge they then up to their pledge, and they upped it even more when the color sad. Oh, actually, the woman before you, if it was a woman collar and once they knew it was the same gender is them. They gave even more so just by presenting the opportunity to be outdone by someone else, people wanted to beat them. We’re going to talk that’s, outstanding. We had a guest i had guessed professor gen shang from the university of indiana, and she had done research with this was telephone based also with public radio and bloomington, indiana. When when? When certain whether she had five key words and when they were used to thank the person you’re or to describe the person as as a donor, so you’re very kind of you to give or it’s very compassionate of you to give that it increased the the donations right for that call. And actually i think that we’re doing it. I’m being a little inarticulate, but where they were doing it was i want to thank you for your kind donations in the past or your compassionate or your thoughtful donations in the past, and we hope that you’ll you’ll help us today. Yeah, those using there were five different adjective she had and they could trigger they would trigger hyre giving than someone who who was just thanked. Thank you for your past giving, right. So this is this is really interesting when it’s gender and when there’s a comparison to the previous calling out, how were they, you know, like with the language they were using? Because you don’t be snarky about, right? Right? Do you remember? I know they were introducing that it’s now the top of my head, it was something like, you know, similar like, thanks so much for your desire to give the woman before you donated fifty how much would you like to donate? So you’re just kind of using it as a context setting statement and then giving them the chance to say like, well, darn it, i’m given sixty five, you know? Yeah, excellent. Okay, um going back to your point about big numbers versus a face, i found a quote, i’m going to quote mother teresa, i found a quote that that’s pertinent to this, i think she said, never worry about numbers, help one person at a time and always start with the person nearest you social media can make a story come alive, it could be a person near you, it could be pictures on instagram. It could be video youtube video on your blogged you can you can put a face to the the homelessness or the hunger that affects a billion people right, and show people how their gift will will impact that that story right? And i like the part of the quote that says start with the person nearest to because that’s too, what we’ve talked about many times in the show don’t go out there and try and find these new people. You already have a community of people that you work with, that you’ve served. Start with their stories and then other people will come out of the woodwork. You know that identify with that story or that have also been served, but maybe i hadn’t talked to you before, so start with the stories you already have and just show them out to the to the rest of the community. Ok, so some peer pressure, yes, about suffering a little point about about suffering can be a valuable, motivated give yeah, it’s kind of a weird nuance on competition. It’s it’s part of why things like walkathon tze and challenges of you know, if i if someone donates five thousand dollars, i’ll shave my head because we actually really liketo watch each other have to deal with something that we don’t have to deal with. And so it’s it’s part of why we can say great, you know, if you pledge, i’ll have to run this many miles. Terrific. I would like to see my friend have to run that many miles yeah, and again, doing that in a place where all those people, you know, in a like a thon process where all those people are competing for donations gives you both layers. Of the captain’s competing against each other for the most pledges, but then also all of their friends saying, oh, yeah, i want my friend to have tto shave his head back in the dark days before, before i knew you as well as i do, those were the dark days they were well, they were more your doctor darker for you if you’re going there were darker for you before you knew me then and then before i knew you, um, i was used to now, so you’ve even like you, really? You haven’t liked me because i used to pay more attention to vanity metrics, then you and i have talked about vanity tricks, and i’m going to give the quintessential example of it in a second. I pay less attention to those things now more involved in the more thinking about the engagement, and i was paying at that time very close attention to the number of facebook like likes, likes of the show’s facebook page, and this was a couple of years ago, and i wanted to get to three hundred and i don’t remember where we started, right? But i with some high school friends. Of mine, who were willing tto co chair the campaign. I issued the blue pedicure challenge and i said that i would get a blue pedicure if friends from anywhere but the two friends from high school with cochair radcampaign if we would get to three hundred lakes and of course we did get the three hundred likes within a certain time is like two weeks or so. We’ve got three hundred and and i went across the street from the studio here there’s this clip on the second floor there’s a salon and i got a blue pedicure and i had video it’s sons on the youtube channel. It was great fun. Yeah, and people said, you know, a soon as we got the three hundred are weighted the blue pedicure. Yeah, it’s tony gonna make good on the way we want to see the photo so i had video of me making my appointment, which was won. And then i picked my color. Nice. Different shades of blue, of course. Of course. I picked my blue color. And then i went back a week later for my appointment, and i upgraded to the powerful max. Also i got the paraphernalia. I don’t even know what that means, but well, they put your feet in warm wax. Oh, interesting wax. Okay, yeah, i don’t know what i’m supposed to soften. I think too interesting. That was my first and last boedecker left so many questions now, so well, they’re all answered on the video there i’ll go to the video i block i met blogged it too. I know it’s on the but certainly it’s on youtube blue pedicure challenge you took a multi-channel approach to this pedicure experience. I did that’s true because we campaign was in multi-channel and then the impact in the outcome were were probably blawg and certainly facebook and youtube e did take multi-channel provoc any other and plenty of engagement. Lots of engagement it was great fun. Yeah, it was good. So pie in the face you use the pie in the face example in the back. There’s. A picture of someone one of the few pictures in the book has someone getting those lots of graphs and good pictures. Has someone getting a pie in the face and there’s a picture of alison’s dog in the book leah leah lida lida lida. Like peter, with a now. Okay, why is why is there dog picture? Because they adopted her. And so there’s ah, case study in there about an adoption campaign. Okay, so there you go, there’s a picture and it’s a cute i didn’t say there were no pictures. I said it’s not enough to suit me. We’re coming out in the fall with color book edition, a graphic novel way have just about a minute before break let’s talk about the last area of motivation sharing impact you and i talked about this before, but let’s just remind listeners how important that is. Yeah, and it doesn’t have to be, you know, i think a lot of organizations, when they think sharing impact, they think, okay, well, you know where the campaign’s over will send an email that says, we got all of the money and now we’re going to do the thing. There we go, that’s the report, but but there’s versions of sharing impact that are kind of like evergreen content, you know, the putting, putting some of your expenditures or big, successful things in the footer of your email. So anytime someone goes in the photo of your website. Anytime someone goes your website, they see this is how much money is being devoted two programs, and this is what those programs have created, or whatever. There’s also reached the research that shows on donation forms, where you actually show the impact of the money, people donate more so, again, just just keeping it really clear, clear and present all the time as an opportunity, right? Wait, go away for a couple minutes, and when we come back, of course, amy stays with me, and i hope that you do, too. Co-branding think dick tooting getting ding, ding, ding, ding. You’re listening to the talking, alternate network, get him. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Welcome back big non-profit ideas for the other ninety five percent there’s a bunch of you on facebook, there’s a bunch of you on twitter and join the conversation with those already there on twitter, use the hashtag non-profit radio thanks for joining us multi-channel let’s see what you bring in-kind caroline, caroline, caroline xero eyes are san antonio is that i believe shut up, san antonio. Um okay, so we’re all about multi-channel we should have a plan for our multi-channel now engagement strategy turns out we are too, right? Yeah, you want to have goals? You and i have talked about some of this before, but right, putting it all together now and you’ve put it together in a book. So it’s ah it’s worth it’s worth revisiting the stop? Yes, because they are important. R r multi-channel plan goals. But how are we going to figure out where we want to be? Well, especially for fund-raising you know, goals have to be really specific. It’s hard to say we’re going to do this year and campaign because we would like to raise some money and you know where we’re soup kitchen, we do things that are important. Although important, not compelling has a goal for your staff to even create a campaign out of, but also for your donors to want to support. But if you can say if we raise this much money, it will actually give us this many meals in this much time, you know, three hundred meals over the course of the month. If we can raise this much money, people then can imagine both you know what their actual, like hundred dollar donation means as faras how much is served, but it also sets you up to do more than your asking, you know, if you say we’re we’re shooting for ten thousand dollars and that gives us three hundred meals for the month of january as soon as you get close to the goal. It’s really easy to say terrific. Now, if we get ten thousand more, we can feed everyone for february two instead of those campaigns that you see where they’ve done a really great job, they’ve activated their community, and once it starts, they actually start raising a lot of money and then they get to the end and they think terrific close down shop, you know, the thermometer reached the top instead, you’re setting yourself up to go is much, you know, raise as much as you can in the time that you’re planning to run the campaign and you also set yourself up. If in case you don’t reach your number, you’re still able to report back in a successful way of saying, you know, we had high hopes of raising ten thousand and we didn’t get there, but we’re still have enough to do two hundred bills this month, and this is how you could help us, you know, after the holidays to serve those last hundred or whatever. So giving yourself a really clear goal lets you iterated kind of as the campaign goes and respond to how it how it’s doing important, do you think tio, have a time limit to your your fund-raising goal? Definitely ah lot, whether you have one week or a one month or however long that the time is, you’re going to see an initial tick and then a big drop in the valley and then as it gets closer, you know, everyone starts donating again, so it doesn’t really i mean, technically, it matters you don’t want to say this is a yearlong donation campaign, but whatever the duration, is it’s really clear or it’s really important to be clear about when the end date is so that people know ok? It’s coming, oh, my gosh, i better donate now and and they actually respond to that e mail instead of just saying, oh, well, i could do it next time i remember or next time i have my wallet. In-kind now we’re gonna have to figure out how to message message just campaign, so that should be a part of our our plan also, exactly, and a lot of organizations, you know, when when starting to think about a campaign fund-raising or otherwise get really excited in that staff meeting when you start brainstorming like the catchphrase of the campaign, you know, and that can be fun and enjoyable, but very rarely are the witty catchphrase is actually the things that include the action and the ask, so don’t spend too much time thinking of like balloons for ur or whatever like crazy thing that maybe is related to the campaign is because you want to make sure whatever very simple phrasing you use and then build your campaign off of includes the aschen, the action so what, you know, give or do this thing for, you know, this many meals in this time? And then once you have that core message, ain you khun start planning out of communications calendar that’s reflective of all those channels you want to use remembering, of course, offline or direct mail and not just e mail, etcetera. The other part about messaging that i see organizations forget about is is they concentrate on how they’re going to launch the campaign, and their communications calendar will say, you know, here’s, the first email that goes out and here’s, how we’re going to decorate our facebook page and rebranded there’s no date in that planet’s launch plan and then exactly exactly for exaggeration plan. Sometimes organizations say, well, you know, we want to be responsive, we want a wait and see how it goes. Well, that’s totally fine, but you could still say our plan is to send a second email day three of the campaign, and we’ll be able to say what you contribute exactly. You need to have planned out when you’re going to message so that you can say great if day three, we’re going to send it on update email let’s, make sure later that afternoon facebook has an update as well, and not just another you know, status report or something, so it helps you maintain a good flow across your channel so it’s not always responsive and you’re you know, twitter isn’t just thanks, thanks, thanks, but also has things to share out, you know, that match your other communications you meant now you mentioned offline also. So this is that we’re not just talking about online social social networks, but the offline strategies should be coordinated, if that’s the way that you’re right, typically engaging with people right? And some organizations may plan an offline launch event the day that the campaign is launching. So of course, you know there’s a lot to do there, but it’s also a good reminder to to capture content from that launch event that you can use throughout the campaign. If you have a bunch of people in one place, make sure summer your staff have their phones or flip cameras or something to take some videos, and then you have maybe half a dozen videos you can use during the course of the campaign that again, just bring up on individual story, give you some divers content, etcetera, you know, whatever kinds of content you could pull from that live event but it’s also a good reminder that many organizations, even while running a campaign, have other work that you’re doing. And so maybe you have a press event about some of your other work use that as an opportunity. Once the press component of that piece is over, you know you’re done talking about that policy change, you have a room full of people, then say, great, you know, this is all done i had now want to talk to you about this campaign we’re running, and we’re on day five and it’s going really well and here’s the story take advantage of all those offline opportunities to engage people kayman sample ward is a cz membership director of and ten, which you’ll find it, and ten dot or ge and the book that we’re talking about whether that she co authored is social change anytime. Everywhere you khun follow amy on twitter she’s at amy r s ward at which we know stands for rene the artist for rene and her block is amy sample ward, dot or ge? Get some more live listener love madison, wisconsin, tustin, california. Salem, oregon welcome, salem. Welcome you’re in. So you were in salem several months ago. You were in somewhere in oregon. Weren’t portland, portland not very far away. Okay, italy, we don’t know what city in italy we just have a vague reference to italy. Buy-in giorno, chou. Welcome live listener love also tio sudbury in ontario, canada. And barnaby burnaby. Pardon me, burnaby in british columbia, canada two provinces welcome canada he’s offline strategies. Amy um, could also be so for aside from events direct mail if you usually using that channel telephone. Yeah, right. This these could all be coordinated in your three day or one week or one month campaign. Yeah, especially if you have stories that you know you’re going to use ahead of time in your campaign. You know, things that you’ve collected in the past, because if you khun send a direct mail piece, especially just something simple, like, ah, postcard or, you know, an invitation to participate in the campaign that is from that person or telling that person story has their photo, and then, two days later, you can send them an email that says, great. Now, the campaign’s open, and it has that same story. People then can say, yes, i know that story. I ready to kim. You know, i’m ready to join or actually remember that they’ve signed up with your organization at all, and that they should be engaging in this campaign. And that direct mail piece wasn’t a like a mistake in their mailbox in their apartment building. What do we know about how donors give across multi-channel versus more traditional the off, strictly off line? Well, that data is changing every year is we actually get more and more data at all have more people that we can ask survey, etcetera and and organizations are also becoming more sophisticated with being able to track there donors with they came from online or not, and then just able to report that data so it’s getting more it’s getting clearer every year, but really, we know that people that are online aren’t just saying because i found you online, i want to give to online or because i found you offline. I want to give to offline there’s actually a lot of back and forth that happens. And for most people, even if they are millennials, where people think for some reason, you know, young people only ever look at facebook even if they found you on social media, they still come to your website tto learn about your work and figure out if they want to donate to you so that relationship, maybe on facebook, that relationship may be off line at events they attend, but they still want to go to your website where they can kind of take control of what they’re looking at on your website and learn about your work? So it’s still really important that you have information on your website, but also that you provide that donation? Ask an opportunity button, what have you on your website so that once they go there and learn about you, they could take that action? We also know that activists are seven times more likely to be donors, so we can’t treat people like, well, this is my activist list in this database and over here is my donor list because those activists are totally primed to now give you money, they just put their name on a bunch of work for you, they might as well, you know, give you ten dollars, so it isn’t just about allowing them to come to you wherever you are, but also making sure you’re giving everyone the opportunity teo to engage in donation or fund-raising asks excellent keeping with our multi-channel a c said you could join us on twitter using hashtag non-profit radio there’s some folks on the facebook page and we have a phone call. We have tim. Tim, welcome to the show. Oh, thank you very much. Hi, dad. Ah, that’s. Adorable. Dad called yes. That’s to sweden. Where you where you calling from? Amy sample wards. Dad. Well, i work important oregon, but amy was raised, and we live out in the country outside of portland. Okay. And, uh, of course, her mother knew first and called me and said, oh, my god, going to computer your daughter’s on the radio. I just had to get on here listen and tell everybody i see how proud i am with us. Oh, thank you, dad. I love you. Now i hope you’re gonna listen. Other shows to tim, you know. Oh, i will now want you to be a regular water in there. Yeah. Do you have? Do you have a question? You really want to ask amy? Yeah. When’s. He coming home. This’s too sweet. I love this. I’ll see you on saturday. You will at a girl. All right. Find adal. Proud of you, amy. Thank you, dad. Nice to meet you to let me on it’s. A pleasure to meet you, tim. If you want to, if you want to ask. A question of amy. You can call eight seven seven for eight xero for one, two, zero, eight, seven, seven for eight xero for one to zero. Or you can also treat us. We’re monitoring the hashtag and the facebook page. That’s. A very nice way of saying you’re stalking social media in case people ask questions. Here in the studio, i’m busy talking now, theo control. We want to engage people in our messages, whether they’re online offline and you talk about the hooks we have just a little we have a minute before a break, what just once you just tease the idea of of the hook a little bit? Sure, i mean, different people have different ideas of messaging hooks and what you can do, but i think for people really thinking about multi-channel campaigns, the important idea of a hook is that that’s, the consistent piece you’re going to throw in so that whether you’re maybe sharing a photo and a story of someone on facebook that day or you’re sharing a big infographic about, you know, all this work that’s going into the campaign or maybe it’s just tweets about simple actions people can take you use a consistent hooked to bring them back into the campaign. So when isn’t just like this photo or share this info graf or, you know, retweet this step, but there’s an additional hook that always connects it backto larger campaign so people don’t think, oh, the campaign must be over, and now they’re just sharing info graphics. But but that there’s always some peace hooking. It all together, so it, you know, you want to break the campaign and into individual stories, individual images and smaller actions, but they have to be connected. Otherwise, people don’t get why am i doing this today? And i did this other thing yesterday. We’re going to go away for a couple minutes when we come back, amy, and i’ll keep talking about your your multi-channel plan and what should be in it, including the goals and the messages in the hook that we’re talking about. Stay with me. You’re listening to the talking alternative network. Duitz are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Durney welcome back. I’ve got more live. Listen, love asia so well represented in john china sold. I’m sorry. Inchon, korea in john career where the airport is. Everybody knows that on john korea. Seoul, korea. Welcome, manu haserot. If you shout china, shanghai, china taipei, taiwan ni hao. Amy, did you know all these languages? No, i have been to korea, but i don’t remember much more than hello. Were you at the airport in inchon? No, you don’t know. You went to the floor. Different airport. I flew into seoul and then hopped over. Teo, you know we’re other places. Okay, um, the these these little hooks you you have some ideas about matches the hook in as part of your your message plan might be that you have a campaign match which could be which could be motivating to people to give. I thought you meant matches like to ignite striking matches. Right, that’s. Why? I could see the look on your face. Keep talking until you come back till it’s. In my reality, we need to show some reality. Um, yes, matches are a great way. As you know, in a fund-raising like retirement today campaign especially. When you know that money is already guaranteed, you don’t necessarily have to just recruit a matching sponsor, you could say, well, the sponsors giving us ten thousand dollars anyway, let’s give this sponsor more visibility, give them more value as a sponsor, but also leverage that to get more individual donations. So saying, you know, this sponsor is goingto give for every one of your dollars, and we want to get up to ten thousand just like, you know, they will match more to say, you know, every time you do this action, they will donate so that way you can, you know, maybe you don’t necessarily have a fundraising campaign that’s pure fund-raising but you want people thio maybe donate, you have this sponsor that’s going to donate the bulk of the funds, but you really want to get some behavior change in your community. So the diabetes hands foundation did a great campaign. We’re actually fall diabetes hands, foundation spend, you know, they’re they’re focused on people with diabetes and really making behavioral change so that they have healthier lives and are healthier people. So they had a campaign where there was a matching sponsor, so they were going to donate every time people exercise for thirty minutes and then took did their test so that they were being able to see from their own results that when they took a test than exercise for thirty minutes and then took another test, how much better their results were blood a butcher on, and then you report that. So so go onto the website or goto instagram and share a photo of view exercising and to prove that exercising for thirty minutes doesn’t mean you drive all the way to the gym. You change your clothes, you know, you do the thing, whatever it could just mean taking your dog for a walk that’s twice as long as normal. So you actually get to thirty minutes instead of maybe, you know, ten or fifteen around the block and realizing you don’t have to go out of your way to be exercising every day and still see those positive results in yourself. So every time you posted that you did the testing and you exercise into the test again, then the sponsor was going to donate. So of course you have all these people that for one month no. Every time i do this thing that i should do anywhere, you know, they’re going to donate money and then because you’ve done it for an entire month, and even if you only did it once a week, that was already for five times that you’ve taken this positive action and seen how easy it is, and you’re that much more likely to continue that behavior outstanding. I love how it’s so closely tied to exactly what they’re what they’re mission exactly, exactly improvement of health, of people with diabetes. Exactly. So now, if we have these messages now, we need to identify who they’re going to go out, too and where where they’re gonna go out? What? Which way said you and i are always saying, you want to go to people where they are exactly, but it’s also not the same message, every single place i mean, we have all experienced those campaigns where an organization sends you an email and then post on facebook like the exact same two paragraphs that they just set you in an email and then you don’t hear from them for the entire month, and they’re just waiting for the response to come in, so recognizing that you’re going to have some consistent messages throughout the campaign, like we talked about with the campaign communications calendar, but also that they’re going to be slightly different and nuance so new macy on facebook people not really catching the campaign, not really engaging, and yet you see people on twitter going crazy and sharing that information, so you’re going to have to address the facebook community, maybe with less information about the campaign, maybe that community is just saying we’re not really interested, so don’t be posting every single day because otherwise they’re definitely going to tune out, whereas you could start engaging twitter more cause people are really responding there. So it’s it’s also recognizing where to pull back and not just okay? Well, we’re going to send the ask everywhere another channel that you and i haven’t talked about it, we just have about a minute left. So is mobile. Yet for people who have given you permission, yeah, say little about mobile mobile is great for engaging people, especially in the middle of the campaign where you could send a text that says, hey, reminder, tomorrow is going to be the last day. So today, when you get home, you should donate or even include in the text the link so that they could go from there, you know, text message on their smartphone over to the to the web and donate their so long as you’ve actually optimized your website. So from a phone, the for the forum doesn’t look like this weird gobbledygook. Amy sample ward she’s, co author of social change anytime everywhere i’m very grateful that she’s, our regular social media contributor thank you. I really enjoyed having you on. Do you have so much banter with others? I want to believe that i give you the hardest time. Okay, well, i want then i in that case, i want you to continue believing that the book is social change any time everywhere get the book. We just talked about a small part of it. We talked about the fund-raising part, but it’s all about engagement and increasing advocacy. Moving the needle on engagement get this book it’s ah it’s on you’ll find it on amazon social change anytime everywhere amy’s blogger is amy sample ward, dot or ge? And on twitter she’s at amy rs ward amy, thanks so much. Thank you, real pleasure. Every time i got some more live listener love a story in new york, that’s, queens, welcome historia milton, ontario, canada, ontario. It checked in before we have had sudbury. Now we have milton welcome milton, and we’ll have to hold off on the rest of the live. Listen up until next week, so we’ll see who the live listeners are next week and next week, it’s going to be all lawyers. They’re going to stay in line, or i throw their ass is in jargon jail, it’s that simple, who writes this copy, i what i need is an intern, so i could blame for this shabby copy. If anybody knows an intern who wants that crummy job, please on twitter or facebook, let me know next week it is all lawyers first we’re starting with irs sale in aisle four o three b i’m going to say that word again because i’m pleased with that irs sale in aisle four o three b evan giller is a founding member of the law firm of giller and calhoun and he’s going to explain the irs is fifty percent off the penalty sale for four o three b retirement plans that are not in compliance. Trust me, i will keep him out of jargon jail and he’s he’s an interesting and very good natured guy, not your average lawyer. We’re gonna talk about the common mistakes in four o three b plans and what to do competition? Clarity are regular legal contributors jean takagi and emily chan of the non-profit and exempt organizations law group. They’re going to talk about the issues around proper compensation of your execs and others, there’s a lot to talk about there, and we’re going to a board role play also, we’re all over the social web. Amy amy sample word name a social network just name one lincoln, we’re not on lengthen. Yes, you know we are linked, and of course, we’re on the length. In group you go linked in group, you can ask the what we do there is, you can ask the asked a guest even more questions. Yes, the linked in group, our creative producer is claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor. Shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i hope you’ll be with me next friday, one to two p, m eastern on talking alternative broadcasting, but talking alternative dot com. I didn’t think that dude is a good ending. You’re listening to the talking alternate network. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Talking dot com.

131: Press Pause and Divine Devices – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Juliet Funt, consultant and motivational speaker.

Scott Koegler, editor of Nonprofit Technology News.

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s friday, march first. Oh, i very much hope that you were with me last week. It would cause me mortal pain to hear that you had missed donor-centric j love is the ceo of bloomerang we talked about holding on to the donors, you’ve got because it’s much cheaper here, cheaper and easier to keep a donor than to replace one. Jay had strategies to help you and maria’s sites maria simple, our prospect research contributor and the prospect finder kept up her reputation as doi n of dirt cheap and free sites she reviewed donorsearch and list select this week. Press pause juliet fundez, a consultant to fortune one hundred companies on a motivational business speaker. She wants you to make time in your life for white space. You’ll be less stressed, more creative, sleep better and be more productive. Your relationships will flourish. She has a kid’s version too she’s, the daughter of candid cameras, allen funt and we’ll enjoy a white space together. I hope she’s gonna let me do that with her and divine devices desktops, laptops, tablets and handhelds scott koegler has tips for picking the right device to fit your monthly budget, your budget, whether it’s monthly or annual, your work style and your personality. He’s, the editor of non-profit technology news, and he’s, our monthly tech contributor that’s, an archive feature from august seventeenth of last year that means it’s old but it’s good and worth rehearing between the guests on tony’s take two, i contribute to the non-profit the fund-raising for non-profits blawg, and i’ll share what i’m doing over there. My pleasure right now to welcome juliette fund for more than ten years, she has worked with organizations to flow the norms of business for the better she’s, a nationally recognized expert in coping with the age of overload in which we all live and work as a busy corporate speaker and consultant, business owner, wife and mother, she practices on a daily basis. The white space concept that she will share with us generally actually prefer to have hypocrites on the show who who have advice for others but don’t use it themselves. So juliet, we’ll see what happens you’ve already heard you’ve already hurt her, chuckling. I love it with us. From los angeles, i’m pleased to welcome juliette fund. How are you, julia? My pleasure. Thank you for for a sharing time with us and your expertise? Um, what’s the problem, juliette, that white space is supposed to be helping us with it’s, the daily overload and the way that we all sit down to our work in the beginnings of the day. And we have grand aspirations for doing a lot of things. And then we end up segueing into reactivity through the entire day. Because there is this task assault for most people, where they sit down at their desk or their laptop or wherever they work. And suddenly the world floods in and the rails are ideas about what would have been good. What would have been a nice way to spend the day and then there’s all sorts of other tangential problems that occur because of that overload. And that task assault problems that ding us in the areas of productivity and engagement and creativity. Then the friends, he kind of takes place and continues at home in our brains. Where were you with our families with sleeping while we’re trying to have what we used. To call a weekend and so we have a hard time separating from it, and the problems that it provides in the work week are only then amplified by the way that it makes us stressing guilty about the way that we can do what we want to do when we were with our loved ones. So it’s, really, when we do white space work, we always tag back and forth. Although most of our businesses around business there’s really a lot of personal applications well and what are some of the impacts of this task overload? Well, people are just plain stressed to begin with, they’re not as engaged. They don’t feel good about their day at the end of it because they have an accomplish what they hoped, and we see creativity scores going down actually, for the last eighteen years, that’s not only task overload causing it, but both adults and children are you seeing creativity scores go down and down and down and that’s a bad pairing with what we see on the business sign, which is that fifteen hundred ceo that ibm just creativity is the most important leadership competency of our future that’s on one side on the other side, our ideas, they’re just withering in front of this constant motion and constant dizziness. We just can’t have ideas in that environment. I hate that feeling you mentioned once or twice at the end of a day, or even even just the end of an hour where it’s it’s not i didn’t do what i had hoped to do in that hour or that day, right? Well, we can’t seem to regain control in a business environment. A lot of it has to do with what i call the four horsemen of the apocalypse, which is email power point travel in calendar who’s the basic elements what did you what did you call it? The four horsemen of what the corporal corporal apocalypse we call corp aka lips. Okay, but incorporate or in a non-profit er, if you’re a solo printer, wherever you are, usually your meeting calendar in some form another, even if those meetings or just conference calls or and your email and they need to be producing decks of some kind and the perfection around those decks and travel or calendar management, those consolidated areas tend to be the biggest pain. Points. But there’s also a lot below them. You didn’t mention texting. Should we have four horsemen of five horsemen? Actually, should we have, like, a dozen horses, really be its own horseman? I tend to focus on email because if we really had to find one bad guy for most of us in terms of time ravaging, it would be the power point deck. You know that thing? That thing just eats at me. I miss transparencies and little little find markers that we used to write with on the those big, bulky, noisy overhead projectors. Yeah, i missed a little. Those little transparency, those little acid tate sheets. I’m talking king. I mean, i miss just going into somebody’s office and saying, i got an idea. Can i bounce it off you for five minutes now, people say, come back to me with the deck and then people go off twenty seven versions and take all week and see, i think in some way are verbal skills are after seeing because they keep going back to let me write a deck. Let me write a deck it’s also getting in the way of just being able to say let me scope this out for you. And then, if it’s worthwhile, let me spend half of my work was riding it. I also miss those overhead projectors. Because i was one of the few kids in high school who knew how to change the bulb. Specially made me very well. Yes, thank you. So, do you recognize that so quickly? We’ll have been together for a few minutes. Yeah, maybe very popular among the faculty att the high school. So we’re going to we want to press pause. I know. That’s, your phrase. Press pause. Are we scheduling this time what’s our logistics for preparing for whitespace. Okay, so the first thing we have to do is understand what white spaces. So what white faces is either an improvisational or a scheduled period of time or thought that we do whatever we want with that we reserve for the area for which we have no plans. It is that flexible, fluid, open thinking time and pausing time that we used to have more of. And then once we have it, there’s quite a lot of ways that we can implement it, that the most important thing is to lace. Our days through with these small pauses. So, for instance, we have executives who will take. I just got off the phone yesterday, hearing about someone who blocks two to four hours of thinking time each day on their schedule. Well, that must be a very low level person who has nothing to do, right? Well, no, it’s, not and that’s what’s. So funny. Sure. Have you no, nothing, no ability to plan their days. And the higher up the chain you go, the more the luxury item of time to think is something that we have discretionary choice but that’s. Quite a grand white. Yeah, too, right? Yeah. That’s. Quite grand. Um, white space can be taken in little sips like a glass of water you keep on your desk and you just take little sips through the course of the day is breathe and paws. We’ll be in and longer periods where you grab a half an hour an hour that’s on your calendar and defended and premeditated. And during that time, you sit back and really just let the mind go as it will. They’re one of wonderful things about it. It’s really nimble and once people have the word white space and they added to the lexicon of their life then they find ways to you that maybe aren’t even what i would prescribe it’s just reminding them over and over that space is not the enemy and that word itself being in your language reminds you that space is not the enemy, so this can be improvised or planned improvisation doing an improvisational, he sounds like fun, like you could just say, i don’t have anything to do for a couple of minutes. I’m goingto what would you say? I’m gonna have a white space? Or do we want special? There’ll never be anybody who ever meet at their place of work and says, i don’t have anything to do for a couple of minutes unfortunately mean that, well, a call mike that canceled or somebody might be running late and you find yourself in it happens, yeah, that’s that’s true, we call that forced white face when your system to reboot or someone’s later, you’re upleaf unfortunately, because of our handheld devices usually weaken gobble that time right back-up the second we have an elevator ride or waiting for a dentist or any moment. Of unaccounted time. The cellphone and smartphone will allow us to immediately insert technology fix into that cause the white space, even in those times, needs to be a choice and needs to be purpose. Okay? Yeah. And moments of forced white space when you’re when the world makes you wait when the world makes you stop, that is a beautiful place to just abstain on purpose from filling mindlessly with the next little thing. You could be checking off your list. Yes, right, right. Even when it’s not on your list, you check. Checking now. Having this list, mirage that we’re just going to keep checking things off. And then one day we’re gonna open our list in-kind flank. You know it? Never. It never is going to happen, right? Never is. I’m sorry to be the purveyor of bad news, but no that’s, not that’s. Not coming any time soon. It’s list it’s a relationship emotionally that we have with the list of the constant work in progress that that’s more important in terms of grabbing white space. But i can give you if you like a few simple applications of where white people live. Yes, we’re going. To take a break. First, though, juliette. Okay, andi, when we come back, of course you’ll stay with us and hope everyone else does, too, will have a little live listen in love, and we’re going to try. We’re going to try a white space, we’re going to do, ah, a short, white space. Somehow we’re going to figure this out, okay, everybody, stay with us, all right, talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m rick, a keg, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, get your human resource is in touch with us. Website is improving communications, dot com that’s improving communications that calm, 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 durney welcome back to big non-profit ideas for the other ninety five percent. Time to send live listener love. Tustin, california. Atlanta, georgia. Vincent, ohio. Philadelphia, pennsylvania. South hadley, mass live listener love going out to all those cities and states. Wasilla, alaska. I love wasilla that is the hometown, or at least to the town where sarah palin was was mayor and then she became governor. That’s wasilla. So, if, if you know sarah, give her our regards, but if you don’t, we know wasilla live, listener, love all those places, and juliet fund, have a little. I have a little love for you, a little guest love. If you hold on one second, we’re goingto, hopefully, this is gonna work standby. Yeah, i might call you when i first moved in. This is just one funny story. Uh, i have a drugstore and a woman ran in. She was absolutely beside us off. Her husband had reached for the wrong box on the medicine cabinet and taken poison by mistake. That’s a funny story. He was home on the floor like kicking, you know, when turning blue and everything. It was a real emergency. She needed an anti dote desperately and was a very tough situation. And it turns out the druggist was allen funt. That is that is woody allen on the jack paar show from december nineteen sixty two. Well, woody allen was on candid camera a couple times. He was one of them. He did it sketch about dictating a letter to his secretary. He was dictating a love letter to one of the greatest candid camera bits of all time. Oh, excellent. Before his before, he was widely so widely known and recognized. Yes, when he was really cool. Hoexter figuring it out. Excellent. I found that clip and i would hope you have some fun with it dahna great let’s. Say, all right, so what’s, our next step leading up, tio, we’re going to do maybe a twenty second white white space to get. Well, it seems like getting the grammar right and helping you there is probably gonna work. It takes some white space or we have some white space has its way. If we were to have some white face on the show, i would first need to give you a little tiny primer of what it is and what it is not. And then we could do some time. Dwight. Space, if you like. Okay, i thought. We’d do it for, like, twenty seconds or so. Great. Okay, no way would have won. I’m sorry. We would have won twenty seven it’s. Ok. Well, that and that’s. Wonderful. Because one of the things that i said about white faces, people just go with it where they want. So if you want to take a white space that’s just fine with me, the butt white spaces, not meditation. And this is one of the most important things, especially with a mindful audience to explain, because if we say let’s, do twenty seconds of white space in a few minutes, we people will not know what to do with their brain during that period of time because it’s, a foreign thing and what they’ll think they’re doing is meditating. And i need to just give you the primer of the difference. So meditation is about taking your mind and disciplining it to return over and over to a single point of focus, whether it’s breath or a guided thought or something along your candle. Now, the the analogy i use is that meditation is like taking your dog for a walk on a leash and you keep saying hell hell hell, you’re pulling it back to this concentrated point of focus. White space is like taking your dog for a walk and you take the leech off and you hit him on the button. You say go white space is about freedom of thought, improvisation of thought, and it has no parameters of what the mind is supposed to be doing. In fact, that’s how we ebb and flow around and end up a creative places is that we’re not on a driven reasoning agenda in which the mind thinks differently than when it has this freedom. So if we were going to do twenty seconds of white space, what we would ask everybody to do it, stop multi tasking for a minute, which they’re probably doing stop that, put all that stuff down, put both feet on the floor and take things out of your hands and just we would weaken time twenty seconds and just let them see how it feels. Let your mind go, okay? And i’m goingto participate, so i’m going to ask sam. Sam is not gonna get away space because he has the time to twenty seconds. Otherwise i’ll be looking to stop. Watching i want my mind won’t be frito race. And andi, i like the analogy of being hit on the butt too, with the newspaper. Okay, you know, before you do it’s great that you said the word race because just so you know, in your early stages of discovering whitespace, whatyou will mostly experience is just the blender of your mind. You know, you stopped the blender and all the stuff that keeps going rahr. So you just be probably thinking about what you have to do next and that’s pretty typical, but just see if there could be a little freedom or exploration and they’re not guided just free. Okay? All right. So sam is going to top janis. Janis will tap me on the knee when twenty seconds are up. And listeners, i hope you’re taking this to heart where we’re going toe. We’re gonna have a white space. Alright on, don’t we? Can i keep my eyes open? You can’t do anything right? It doesn’t matter because we’re not meditating. Okay, okay, why don’t we start sam? All right, that is our twenty second white space that we just shared its okay to share await space, right way. That goal is for individual team or organizational used so you can be on a person, a person level or larger and, you know, it’s funny as we’re having white space, what was occurring to me was if i could tell a little personal thing, i have three little kids and their little so i don’t go out much in the evenings, and i’m starting to do this new thing, which is wednesday night is mommy’s night, and mommy goes out and see it’s, i’ll go out of seven and see later, go to bed with daddy and it’s, a very new thing. When you’re very, uh, into your little kids, we tend to say, i tend to be home every night for bedtime. No, i was i this wednesday was just my third wednesday, and i sat there in the cargo have no idea what to do with myself. I am free, and i have no clue which direction i stephen drive and so the analogy that often people have a little white space and they just they sit in the car. Just i have no clue where they will go with it. And what i find them believed that the more we take it, the more there will be clarity in terms of what it should feel like. But that little twenty seconds is all it takes in between a meeting getting out of a car, finishing a tough emotion. Just those pauses. Mine was can i share mine? Okay, yeah. I went back to meeting someone. Who’s been a friend for years on dh. When we first met on the a train here in here in the city, i was on that. I don’t know why i was thinking of subway. And then i went to this meeting to meeting this dear friend alice who’s been on the show. Um and she’s been on and she’s been a friend for years. I don’t know. For some reason, i went back to that meeting her on the a train. And in addition to the pleasure of white space, the creativity benefit. I believe that when we left the mind, go in the nooks and crannies that it feels like maybe you start thinking about the subway and then you start thinking about alice, and then you remember that alice loved apple pie, and then you remember that apple pie has a double crust and you think, oh, my gosh, i’ve been trying to invent things for our computers skin that were inventing and it’s a double cross that’s the analogy that being and then suddenly you’re in the ah ha moment on that’s you can’t know where it’s going to lead and that’s part of the benefit on beautiful creativity that we’re lacking that were that were definitely hurting in and, you know, we’re hurting in a lot of organisational whitespace aspects to i don’t know how many of your listeners go to a place where lots of other people go during the day, but even the silliness of scheduling meetings from three to four and then the meeting that follows it from four to five in a different location, you have to be on star trek to go from that thing together. I don’t know how you do that, so that ten transitional minutes of white space in between two meetings allows an infinite amount of thought and rest and break to occur that that then leads to so many other wonderful things, so they’re khun b time centric white space, mind centric white space it’s, very nimble let’s talk a little bit about well and let me remind listeners i’m with juliet fund and she’s, a consultant to fortune one hundred companies and motivational business speaker as well as consultant, and you’ll find her at juliet j u l e t front a few anti dot com let’s talk a little bit about white space with kids your time with kids what’s what’s your message there. Well, it’s important to know that there’s a pretty strong separation in terms of when we’re doing whitespace for business. We don’t talk about whitespace for kids, but i have a personal passion about the fact that most children these days are busier than any fortune five hundred ceos, so and they’re incredibly starved for white space. They are incredibly starved for this improvisational creative time where we i’m saying, we don’t know exactly how old you are. Forty six we used to go out in the backyard and we just make stuff up for hours and and we made dragons and dinosaurs and demons out of nothing and in our minds, and that happened because of the vacuum of planned activity. They don’t have that now they go from thing to thing, to flute, to spanish soccer toe homework to karate to dinner to grip, and they’re always on their little mission. So it is a huge passion of mine to help families reclaim that unstructured time. Help adults figure out how to model in front of children that every second is not supposed to be a moment of activity and productivity and construct ihe vitti to just have some moments where there’s just open this, um, even the weekend for average families. You know, a lot of times the dad wakes up, and as soon as his eyes are open, his brain is flooded with the home version of his things to do list he’s got to do the gutters, he’s gotta do that duct tape. That piece of the whole he’s got theirs got all that and the woman is organizing in garage, failing and multitasking and going to birthdays and retirement party that we weak blood our weekends just as much as we blood our business day, and we don’t have enough family time where? We look at each other and just say when we feel like doing it’s like nothing, we feel like doing something spontaneous, i think there’s great interpersonal thing that we’re taking for that, um, how do we say no to the kids who want to be going from soccer’s flute, teo tennis? Well, there’s, two types of kids there’s kids that want teo and the kids that are being pushed to and in our, you know, very strange, obsessive progress these days from kindergarten to college, people are obsessed with their kids being forward, moving and the best of everything, and you know, they’re they’re working on their little resumes when they’re at the happy turtle preschool, making sure that they’re going to be in harvard someday. So, first of all, there’s a lot of mind changing that needs to happen in terms of letting kids be kids in my personal opinion and not necessarily cramming their brain full of so much learning so early, so they want to give them the force. Two kids, a lot of kids are doing a lot of activity simply because some adult thinks that it would be good eventually on their resume or just to make them quote unquote well rounded or smart or advance or impressive or something, those kids are very easy to remove activities from because they’re the ones going. Please, please, please, i don’t want to go to piano, please, please, please, i don’t want to learn japanese, they’re already saying, stop. Um, the kids who do have a great zest for life and they want a lot has to be disciplined the same way that we latto cookies and we say no to a screen time and we say no to a lot of heart things that they want at a certain time, and sometimes a glut of activity is not healthy in the same way that he died of all sugar is not healthy. How did growing up a cz the daughter of a celebrity inform your your work now? That’s such a fascinating question, you know i’m against on a baseline level, i’ve always been used to being in front of people on some level, so the early chops just becoming someone who was comfortable stepping up on stage and proffering opinions and performing and all that just came pretty easily to me. Um, i think it also let me get into the space of a lot of people’s heads because growing up on a diet of candid camera was, on one subtle level, all about the human condition, candid cameras, very funny, but in my particular case, i was growing up with an amateur anthropologist who wanted nothing more than to just keep looking at people. And what do people do and what do people think? And it became a part of my wiring to always be enquiring and studying, and i think this particular celebrity, with his particular expertise, ended up having a daughter who then was just constantly fascinated with people and that that’s good for a consultant and a speaker and a person who’s coming up with thoughts that might help other people, because if you create that all on your own dad without really, really paying attention to people, you can get very far off course. What else do you want to share about your work that that i haven’t asked you, juliette? Well, i think that we can’t we’re talking about the people that are probably in your lerner the listener population very, very committed to the mission doing the work for sure heart were talking before about them working at eleven o’clock at night, working after work is over, and this this profile e-giving loving non-profit professional is so classic, and unfortunately, it does tend to be a profile that lends itself strongly to skipping white one because it simply consolidating the jobs of many people and doing a second job, if you will, after the job, but also because when you lied from your heart, it’s, easy to make your own self care last and just keep giving and giving and giving. And so with those kind of folks, i’m always really focusing on boundaries where the lines after which e-giving mohr is actually not giving more. Where is it actually taking away from your levels of presence and enthusiasm and excellence to the people that you’re giving to and that’s a very delicate balance for if i understand the focus correctly in your audience, it’s a very delicate balance. Now i think you understand very well. Yeah, um summarized for us what? You’ve alluded to a lot of this, but what is it that really just makes you wake up in the morning that you love about? The work you’re doing well, what makes you wake up in the morning if my kids what i love about the work that i’m doing, actually, physically, literally, what makes me wake up in the morning is my kids. But what i love about the work that i’m doing is that it is a you said something with an antidote and oh, it was the woody allen clip about an antidote. It is such an antidote to this heavy we wait problem that is laying on top of so many people were almost forgetting, like some group memory, that we’re losing the probability that the the possibility that the day can include sips of pausing and daydreaming and thinking and recuperation, and we’re kind of co creating this reality where that’s not even possible. So what i love about white space is the opposite and it’s the anti message, and i think people are really hungry for it and it’s fun to talk to them about it because they light up instantly and they say, oh, my gosh, my organization could have a little more of that old fashioned thinking time we could do so much and it’s it’s, i get to be in a role where i am giving them permission very exciting. Give them permission to go back to something that they find so intuitive and that they need so badly. Julia funt is a comm insult in’t and motivational speaker and you’ll find her at juliet fund that calm juliette, thank you so much for sharing your wisdom. Thanks so much. Tony was really fun. It’s been a pleasure. Thank you. I want to send live listener love. We got more domestic and foreign live listener love waterford, ireland, hong kong cheung ching, china, shanghai, china teo teo to the chinese knee. How? Seoul, korea. Young son, korea i say yo haserot to denver, colorado, new bern, north carolina in brooklyn, new york, what’s going on. I love live listener love right now we go away for a brief moment, and when we come back, it’s tony’s, take two and then divine devices with scott koegler stay with me co-branding think tooting getting ding, ding, ding ding. You’re listening to the talking alternate network, get anything? Thing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at to one to seven to one eight one eight three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Latto durney dahna time for tony’s take two at roughly thirty two minutes into the hour, i contribute to the fund-raising for non-profits blawg. I’m doing a series for them for small and midsize shops on starting a plan giving program. I blogged there once a month and i’m doing this siri’s step by step how to get a plan giving program off the ground this month’s is why i have a plan giving program case you need teo justify it to your vice president or you’re bored. Perhaps why plan giving is important. That’s what’s up right now, the block is at management help dot or gq or you could just google fund-raising for non-profits and they also have bloggers there on lots of different subjects. Board fund-raising social media fund-raising grants manship a lot of other topics and there’s more about that on my blogged at tony martignetti dot com that is tony’s take two for friday, the first of march. Unbelievable first of march, the ninth show of the year. How about some more live listener love before we go into this clip from from scott koegler what pocket wisconsin i love the w w wa baka wisconsin, new york new york finally calling would new jersey hello hello, kobe, japan in izawa, japan, tokyo, japan welcome konnichi wa and here’s the clip from scott koegler from last august divine devices we had a listener joined since the last live listener love. And so before i bring scott in, i want to say hello to serbia. Hello, serbia. Scott koegler how are you? I’m good. Tony, how you doing? Great. You’re not survey, are you? Uh, serbia? No. No, i don’t think so. No, we have taken a wrong turn. We travelling to south carolina today, so but i think when you’re in the carolina, you’re in south carolina. Scott koegler, of course, our regular tech contributor and the editor of non-profit technology news, which you will find that end p tech news dot com and this months we’re talking about devices. Scott there’s tablets, there’s, laptops, desktops, handhelds. How do we figure out what the heck is good for us? Yeah. Kinda never extend, isn’t it? I used to be a pretty straight decision between desktops and laptops and that’s for real work. Those air still kind of the main options. But today, you know, you get, uh, tablets. And bones everywhere from three and a half inches, ten point, one inches long sighs and pretty much they’ll do all the same thing. But also pretty much all that same thing is, is usually less then, you know, real work, another one generally don’t have keyboards and those kind of things. So what kind of segment into those two categories? First, before you portable before you, scott. Before you do that, i want to point out, we know that you are the tech contributor, because you don’t just say screen size up to ten inches, you say up to ten point one, that extra tenth of an inch makes a difference. We’ve got to be precise. This is technology was the record, demands precision, and scott is the man who delivers it. Okay, i’m sorry, but it’s in a in a in interruption. Go ahead. So, again, in the form of unity passes on the kind of work you need to do obviously gonna be sitting in the office you can use either left up there and that that decision, general, i have to call back. Scott scott scott, stop for a minute. I’ll tell you what, you’re cutting out kind of badly. Give us a call back on the same number, but eight. One, eight, three, right? You know the number, but yours eighty one, eighty three. Okay. And while scott is calling back, i’ve got some more live listener love. Hopefully, he he taps quickly on those on the phone. Who else you got? Pittsburgh. Oh, i mentioned pittsburgh, germany. Okay. Um, new york city, new york, new york. Excellent. Finally, somebody from new york. How come nobody from new jersey? Where is my mother? My mother and father are not listening to this show right now unless they’re in lutherville, timonium, maryland. But i don’t think that’s them. I believe my mother and father are not listening. And ah, and this week is there my mom’s birthday and their anniversary? And i’m going out there and they’re not listening to the show. You believe that? I mean, i may not go. I mean, go school. We got scott back. Excellent. Scott, i don’t hear him. We have scott in the system. Scott o dial tone that never sounds good. Do i have to start and punishing my mother again? There he is. There he is. Okay. I’d rather talk to scott than admonish my mother. I’ll do that over the weekend. Okay, you’re going to break down our devices for us into two categories. I believe right. Let’s start with just desktop laptop as one category. And having said that, both of those generally well, i think, almost always have keyboards and keyboard is really key to the kind of things that people generally call work in an office or longfield but, you know, involves writing text using the keyboard for american trees and things like that and those air really much more suited to that kind of work than our, uh, tablets and cell phones and those kind of things. So, uh, the soft virtual keyboards that appear on tablets and phones were pretty well. But if you really need to get a lot done, you’re better off just having a keyboard under your hands. Uh, just, you know, more accurate. Better. Sure, sure. So it really depends on what you’re what you’re you’re functions are what you were like. What? Your goals are for the hardware, right? Exactly. Exactly. So let’s, just talk about the difference in key and, uh, laptops and desktops. One of the key difference of differences. There is the price. So the best tops are generally less expensive than laptops for a similar amount of power just because miniaturization that it is required to make a laptop cost extra money. Okay, i was wonder why the bigger one is less generally. Yeah. Okay. Yeah, yeah, because, you know, they don’t care about the size. They’re just, you know, stuff all that stuff in there and stick it on the floor. So, uh, so that’s kind of one way to do that. So if you’ve got b b funds and you don’t need the larger screen that’s also available generally with a desktop, then you might want to opt for laptop because obviously it’s it’s portable and you can take it with you if you’re not always working at your desk. You khun move it. Otherwise other places taken home, take it on a on a scent or something like that. So there’s a difference there, of course. Sure, what else? Well, what about software availability? Well, software is always a key and a lot of software, especially non-profit kind of things are going to run on generally, windows happened windows operating systems, so that may even exclude using a mad uh, you need to really check your your software course. If you’re using a cloud based application, then you, khun pretty much use any kind of operating system doesn’t matter whether it’s windows or or mac or even kind of linux operating system. Very you make a very good point about what what platforms are supported by fund by applications that are important to you, there’s one that i using planned giving that does not support the apple os. So i have to have a programme called parallels on my apple computer to run windows just for that one program, but it is essential, right? Right, see that sometimes will dictate what you’ve done. And of course, once you’ve done that, not only have you spent more of your apple computer, but you spent more for the parallels, right? Exactly. So now you you know, you really enough there. So you really need to decide what’s most important to you, okay? And i i kind of touched on one of the reasons for getting a laptop, and that is the portability. And so now we start to talk about okay? What kind of jobs are you going to use that require portability? Uh, one that i think i said was that’s going to an event? Laptop is good if you’re going to have a table inside here. But if you’re going to be wandering around the event and you want to interact with people, take pictures uh, maybe do email sign ups for your newsletters. Those kind of things, uh, a tablet is probably the perfect device for that kind of thing. A smartphone, probably a little bit less than perfect, although you can certainly do those things. But again, you get smaller keyboard, you know much a little bit more difficult to use quickly. Okay? And there’s so many tablets out there. Besides, the ipad is the google nexus and the microsoft surface. Samsung has one, i think the galaxy i mean there’s so many. Tablets? Yeah, there’s a huge variety. In fact, while apples still dominates with the ipad, i just survey that the android operating system, which is what’s, used in pretty much every tablet except apple and the new windows tablet. Uh, so android is outselling apple. I’m a poor unit basis, so it just kind of the interesting. Yeah, so it doesn’t say if any better or worse generally means it’s less expensive, the devices, they’re less expensive. Okay, um, but at the same time, i’ve heard from a lot of people that it’s the application that counts, you know, if you can get to the internet and you can access the functions that you need, it really doesn’t matter. So look at your budget, see what it is that you need those the system that you’re looking at support the function you need and within your budget. Then go ahead and buy it, you know, they pretty much all work okay and the features on not necessarily just sticking with tablets, but just across all of them. I was looking i was when i was researching our segment on dh i actually do research. I know it doesn’t sound like it, but actually do research for the show and prepare the show. I found something the iphone headphones, you know, the white headphones that you get, and they have a little tiny panel on them built into the built into the wire and there’s there’s tend, i found a site that there are an article had ten different things that you could do with that little with that little panel like you, khun, if you tap the middle of it two times that’s to pick up a phone call, for instance, or, like, tap it once and that’ll put a put a phone call through to voicemail when you’re getting if you’re getting a call while you’re listening, and if you skip a song, you do a triple tap or what? It’s incredible just on this tiny little skinny panel the features on that are available, right, there’s? One more hidden one if you stand on your head and you stick it dunaj it’ll actually call your mother, okay? I don’t really appreciate sarcasm on this show. This’s i play things pretty straight. Pretty close to the vest. Now. Watch, watch. You know, sarcasm is a very dangerous thing. Uh but you know that point there’s there are many features on many systems, computers and even software, and the rule of thumb is eighty twenty, just like, you know, eighty, twenty rules where, uh, eighty percent of the people used twenty percent of the function. Yeah, just like you have an iphone, right? I do have that i do, and you’d never do those things. No, i didn’t know that i could ignore it. Incoming call buy-in long pressing the center button twice, so you know, i just i just usually hang up on it, but you know, you can do that. Yes, i’ve noticed, okay, what, we’re going to take a break. So when you were little chuckle mode here we’ll take a break, but i want to send more live listener love it’s it’s pouring in san angelo, texas, san diego, california, rockville center, new york. Welcome, welcome, welcome. We’re talking to scott koegler, the regular regular tech contributor about divine devices were going to keep talking about that subject. Maybe not with scott koegler might hang up on him after this break. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Oppcoll dahna welcome back, scott. Kevin, did you hang up on us? I am still here. Okay, steer chagrin. Damn! Not yet. All right, now, all these features and all there’s about a pact with the stuff that most people don’t use, you have to. You have to wonder about what your employees are capable of learning. Well, exactly. And and how much do you want them to learn? How much extra time do you want have put in on finding out things that they may never use? Uh, there’s a big difference between buying a computer to operate your business and one for your personal life. I generally try to minimize the expense and the feature set of business computers because typically i you know, i’ve been unemployed. I need them to do three things for maybe five, generally, not twenty. And if i find buying something for myself on much more liberal in terms of the kinds of features and even the amount of money that i don’t want to spend interesting that’s an important distinction. Yeah, you don’t want to be thinking about you don’t want to be making that crossover. Yeah, this is this’s for other people to be using to be efficient in your business. Yep, exactly. And also, in terms of employees, abilities there, maybe training costs, but actually be hard costs not only in time, but but if, if the saw if the hardware is very different, i mean, you could end up having to pay somebody like the network it all together and then to train employees to operate the network and then as well as operate the devices exactly you want to make. It is standardized, as you can within the organization, so that one person could get up and walk in, walk to another computer and do the same job and not have to relearn. You know where the tabs on where the keyboard that’s, one of the things that happens between pieces and max, although it’s it’s less it’s less of an issue anymore. But, you know, the key and the maki kind of get confusing. Sometimes your people that try to make that transition, even though the actual applications may run exactly think yeah, yeah, i see that because my my office computing, his apple and all my clients use windows. And i do a lot of work in my client’s offices. Eso well, i’m and i have special challenges anyway, but talk about that’s a different show. Okay, there are you have some ideas for sites where we can find reviews. I love reading user reviews. I love that that the web enables that. Well, there’s two things that i would recommend one is just seen at dot com, which is not really user reviews, but they are there. I’m not going to say that professionally generated reviews, they’re actually automatically generated reviews, so they’re standardized. How they do that automatically is a whole other topic. Argast i used i used that scene. That site, those air not well, there you are, right. I knew they weren’t user reviews, but there isn’t a live person writing these things. Generally, not somebody looks at, um uh, really? Uh, yeah, they are actually generated by automated system. Okay, they pull your pretty well, um, i’m not sure right now they do a good job, but the other is just, uh, just do a search online for a review of this type in review. And then in the name of the product that you’re looking for. And, of course, the good part. About that is that you will get a just a huge list of possible reviews. The bad part is that most of them will be completely blow this schnoll and badly written so you never really know, you know, right now does like amazon dot com and you could you could go to amazon and read reviews, but not necessarily buy the product from amazon. Do that. Do you know if they do, you have to be legitimate user to review a product on amazon. Do you know you have to? You have to register on amazon, but you don’t actually have to have purchased the product. Okay, so that kind of, you know, in-kind negates some of the reliability hoexter tenses suggest that the credibility is not as high as it. What to be? Okay, right. Okay. But there are lots of consider. Well, there’s consumer reports. Yes. Yes. There are some, uh, some reliable reporting, you know, agencies, they used to be quite a quite a few more. In fact, i used to do computer and software reviews when i was doing, you know, muchmore freelance writing. Um, but, uh, those reviews have have gone away in favor. Of user reviews, you know, personally, i don’t think they’re coy’s reliable is my own my own wonderful ladies. Yeah, well, i can tell you and there’s probably a reason you’re not in that business any longer. Exactly. Yeah. All right. But now, you know, consumer reports, i subscribe to them for a year. I think i think it’s thirty dollars for a year and you can access all their online. Not not to the written subscription, but for the online. I mean, i go to them when i’m going to spend, i don’t know, like more than a couple hundred dollars on something. I go to consumer reports. Sure, their objective. They don’t have advertising. They don’t take advertising dollars. Yeah, so all right. Wait just another minute. A half or so before break before we wrap up. Scott, what else do you want? What else did i i keep you from saying i think, really the most important issue is, you know, people always asked, you know, help me buy a computer and i pretty much always start out with what’s your budget. Because it’s pretty easy to start looking and then, you know, feature creep sets them. And know what’s another fifty dollars here, what’s another hundred years there. And all of a sudden, you know that six hundred dollars desktop computer that i would actually do a wonderful job for you terms into a you know, fifteen hundred dollar laptop with, you know who knows what kinds of extra features agree. Okay, same thing is renovating. Same thing is renovating your bathroom. Your kitchen? Yes. Yes, exactly. Don’t you don’t need the stainless steel pulls on the kitchen drawers when? When grass will do just fine. Right? Alright. Hi, grayce. Okay. Excellent. Scott. Good time today. Thank you very much. Thanks for being on. Scott koegler, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com. Thanks very much, scott figure and my thanks, of course. Also to juliet fund guest earlier. Um, let’s. See, next week, diane lansing. Principle of lansing associates. She’s she’s. Not going to talk about integrating your marketing and communications and using analytics to measure your short and long term outcomes. Also, maria simple returns seems like she was just here. That was the really a simple show, but she’s, the prospect finder and our prospect research contributor not the host of the show frequent contributor and we’re going to talk with i’ll talk with her about recommendations for upcoming conferences live listener love, we got one left mexico city, mexico hola, welcome mexico! We’re all over the social web you can’t make a click without sparkle a testa smacking your head into tony martignetti non-profit radio itunes, facebook, youtube, twitter linked in four square pinterest slideshare ah, on twitter, i’ll pick one on twitter i’m at tony martignetti you could follow me there, but wherever i see you, thank you very much for being connected, wherever that is. Thank you. You know, i also host fund-raising fundamentals that is a monthly podcast devoted to fund-raising i do it for the chronicle of philanthropy and therefore you’ll find it on the chronicle of philanthropy sight you’ll also find it on itunes, and the name of that podcast again is fund-raising fundamentals, our creative producer over here, a tony martignetti non-profit radio is clear meyerhoff sam liebowitz is our line producer shows social media is by regina walton of organic social media on our remote producer is john federico of the new rules oh, how i hope you will be with me next week. I’d be mortified if you missed next week’s show course live will be at talking alternative dot com on the podcast, always on itunes. Hope you’ll be with me. Next friday, the live is one to two p m eastern. Duitz lorts durney geever hyre dick tooting. Getting dink, dink, dink, dink. You’re listening to the talking alternate network duitz get him. Nothing. 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129: Some Raise Money While Some Raise Hell & Pinterest and SlideShare – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Marcia Stepanek, founding editor-in-chief of “Contribute Magazine” and new media advisor to the New York University Heyman Center for Philanthropy.

Amy Sample Ward, membership director of Nonprofit Technology Network.

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

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Hello and welcome to tony martignetti non-profit radio it’s that time again. Big non-profit ideas for the other ninety five percent i am your aptly named host. I very much hope that you were with me last week. Yes, i do, because last week was lead and matching gifts in your campaign to start professor john list from the university of chicago, chairs the economics department and founded the science of philanthropy initiative. There no longer must fundraisers rely on tradition and conventional wisdom in campaign planning because he shared a rigorous science to guide you around lead and matching gif ts also many matching corporate gif ts chuck longfield, chief scientist at blackbaud had lots of simple ways to increase your matching gif ts from corporations did you know that volunteer hours are also dollar matched by many? We started with sector benchmarking, and we went from there, and my interview with chuck longfield was recorded at blackboards bebe con conference last october this week, some raise money while some raise hell. I’m talking about women in philanthropy, with marshals to panic. She was founding editor in chief of contribute magazine and is the new media adviser to the new york university heimans center for philanthropy we’ll talk about limbong coleman leadership roles, traditional giving and how women are organizing themselves also, pinterest and slideshare amy sample ward returns she’s, our social media contributor and membership director of non-profit technology network and ten she shares how small and midsize non-profits can reap definite value from these lesser known social sites between the guests on tony’s take two, my podcaster on top i’ll tell you what i’m talking about, and i will thank you, my pleasure now, to welcome marshes to panic. She is new media advisor to the n u heimans center for philanthropy, and she also curates its annual speaker siri’s philanthropy three point oh, which explores disruptive innovation in the social good sector. It sounds like some organized anarchy. Anarchy pointed in the right direction. She teaches social media strategy. Yes, it may very well be totally okay. We’ll get teo talk about anarchy. I’m still trying to introduce you. Hold on there, marshal. She teaches social media strategy. You have a very lengthy bio. I was to get through this a cz well, a social enterprise. New media and cause video in the masters program at new york university she was, as i mentioned, founding editor in chief of contribute magazine, her upcoming book swarms. The rise of the digital antiestablishment published by little brown is due out later this year. And it’s actually because of that book that she couldn’t be in the studio because she’s interviewing someone for her book swarms very pleased to welcome marshes to panic. How are you? Thanks so much, tony. I’m just really delighted. Honored to be on yourself. Oh, it’s, my pleasure to have you. Thank you, marcia. Honored not too many people say that. Thank you. I hope you feel that way by the end you believe i’m sure you will. You believe that women are reshaping philanthropy? How is that what’s happening? Generally, you know, i didn’t use teo buy into claims that women somehow we’re you know, very different behaviorally and men in terms of their capacity for compassion and their willingness and generosity. But there’s some new research out and it’s very much triggered buy-in just in the economy and structural changes in the workplace that have given women a little more income over the last ten, twenty years, and since nine eleven, we’re we’re starting to see some measurable differences in the way women spend money in terms of the charitable contributions that they make, so that there are some differences that are starting to emerge here. There’s certainly other differences to in-kind of what those new income numbers are spawning in the non-profit industry, but armored and okay, and we’ll have time to talk about those, so you feel this is mostly economically driven? I think a lot of it is economically driven in terms of just the numbers with regard to the money uh given and how that those contributions different, for example, in the highest e-giving levels of people who give generally men and women, uh, baby boomer aged women are more likely to give them their male counterparts in all giving levels three percent or more, or they’re coming down to charity among people who do that. Male baby boomers and older, single headed households are nearly two times it’s, likely than men to give to charity. So that’s that says an age when most women are saving and have significant savings and disposable income and that’s even happening even as a result of women not getting paid is most statistically on the average than men. So it’s pretty significant. Okay, but there’s also interesting developments around organizing and advocacy. Yeah, very much so because of some of these economic trends, but also as a factor of globalization and particularly social media, technology and internet technology in general, we’re seeing some behavioral changes. First of all, it could be a simple as ah ah lot more charities targeting their solicitation campaigns more directly. Tau women. I know a lot of your listeners. Now, united way has now one hundred thirty seven women’s leadership councils that have raised something like nine hundred eighty five million dollars just over the left twelve years creating marshal those those leadership councils are our volunteers. They’re volunteermatch women supporters, yes, and doner groups. So what the united way has done? Uh, kind of piggybacking the general trend and women’s income and changing numbers and how much they’re spending on charity decided to tap into that trend and organize some of these councils. Teo, do more engagement around women’s not only volunteerism, but something like fund-raising as well and what’s. Interesting about that is, uh, this so called tiffany circle, which is an all female. Network created by the red cross, for example, another organization, uh hey has been started not just by the transport by social media networks that have popped up around some of these activities, so a lot of places they’re using a combination of social media and these economic trance really bolster their fundrasing activities, and we’re gonna have a chance to talk a little later on about women organizing themselves, not needing umbrella organization to do it. But, you know, around some of the controversies, like what happened to komen and rush limbaugh’s comments, and so we’ll get a chance talk about women organizing themselves, as i said, not even needing that kneading the big organization, but just coming together on the social sites let’s talk about some of the social change and social enterprises that you’re seeing women engaged in. Yeah, they’re concurrent with these other changes on certainly partly a factor of economic wealth. Growth among women is that a lot of women, particularly on wall street and other very in the financial services field, are really being a critical force behind the creation of pretty much a majority of social enterprises that are out there. The skull. Forum for, uh, global entrepreneurship has done on international study on this and seeing that at least half it’s not up to as high as seventy percent, and some regions of the new enterprises that have been started have been done by women, women who have earned independently of their thousands um uh, who are seeing that the needs community isn’t as fully developed as it ought to be around new issues of concern to these cohorts, such as women’s, self esteem, women and girls, self esteem, women, education issues. Now, these air getting much more focused thanks to a lot of the social enterprises on march for-profit businesses for good, if you will, that coming online. Also seeing a lot of female boomer women burned, creating films, getting into the social good film space and making some very interesting documentaries that are here about women helping women and trying to move the needle a little bit on education and their film initiatives that are also being used to raise a lot of money for certain non-profits abigail disney surely johnson, some of the big entrepreneurs are involved in these things on there, really successful in terms of measuring impact. Are there? Are there specific documentary titles? You khun you convention for us? Yes. Uh, shirley johnson made something about kicking the ball, which is about women’s basketball group. We’ve got abigail disney was working in liberia. Um, we’ve got some recent documentaries that are are being funded by again the women run fledgling fund, which is a foundation, and it’s about women and girls in the slums of calcutta being turned into activists and it’s a very compelling story. Uh uh, all sorts of new films i’m attending here to see for the first time i’m in washington, d c today as well, and i’m interviewing for the book as well as screaming some films that american university conference on social media that matters and this is focusing, i’m still making efforts. So again, you couldn’t you couldn’t be in the studio because you’re in washington, d c watching a movie that’s what you’re saying, i see a film, they have probably hard working the minute you’re seeing argo and lincoln, i’ll bet that’s why you’re in washington? Because they’re not playing in new york anymore, okay, we have just a minute before a break, so i don’t want to really get into anything brand new, too deep. But, of course, you’ll still be with me after the break. When and i want to make sure that what listeners understand, we talked about social enterprise, we’re talking about often cos right, that air, social, socially oriented, social good business is sort of. We’re talking about socially, social good enterprises that have been begun with the primary purpose now so much of raising money for stakeholders, but for raising the bar on social impact wielding an impact that’s measured first of those companies over organized to be accountable to those kinds of and our wii just very briefly before break, we necessarily talking about corporations or these could be not-for-profits also, these could be not-for-profits for-profit non-profit hybrid organizations and then for-profit organizations, but it’s the way that they’re organized on around what they promise to deliver, i understand what their outcomes are, not not necessarily one hundred percent profit, if there, if their profit mathos lately, okay, we’re going to take a break and when we return, of course, after this marchenese to panic stays with us, and i hope that you do, too, talking alternative radio twenty four hours. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m rick, a keg, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs welcome back to big non-profit ideas for the other ninety five percent. I have to send live listener love. Now is the time let’s start anyway. Taipei, taiwan. Ni hao, changsha, china. Shanxi, china, hi bay, china. Beijing, china knee. How going out to china and taiwan, fork. Wacha, japan. Konnichiwa, and new bern, north carolina. What’s going on there. More live listener loved to come their arm or live listeners out there. Marcia yeah, let’s, let’s, talk a little about the a new organisation called the girl effect they have on there on the opening page of their website that what they say exactly, that women are the most powerful force for change on the planet. You what do you think about that? No, i got this. Let me say that hyperbole is shared by by because i was wondering how about even like, like men, maybe i don’t know they’re not a good food what’s interesting about the girl effect, though, is kind of the structure behind it, and we were just talking a moment ago about social enterprise and so forth. What the girl fact represents is is a really progressive and very successful partnership. Example of great collaboration in the do gooder space between the noble foundation, which is run by the bucket children warren buffett’s, kids corporation, nike and it’s ah it’s foundation arm and ah partnership with hundreds of non-profits that have it’s part of their mission statement helping women and girls to achieve change, whether it’s in the education space of the art stays or healthcare. It’s a partnership where ah, a very good shorts film was funded, its animation, but it basically finally connects. The dots taking it from hyperbole to show why funding women and girls projects actually affects everyone ah, and affects everyone in a very local way. And so it’s in a very effective messaging tool that kind of breaks through the the problems that a lot of these issues had had in the past, where it sounds awfully one sided, the girl fact does a wonderful job of making this ah, great messaging, peace around thie economic impact on everyone of the lack of educating women and girls, and some of the status around the world. Dahna uh, the lowly status love women hold around the world. So it’s it’s a great burger, and what it does is it kind of lends this little short film to a lot of organizations that couldn’t otherwise afford to make it and lets them put on their websites and interface that helps them to raise micro cash, you know, ten dollars, twenty dollars, right after people to do the film online, they’ve done ability, teo, donate to some of the causes that have been vetted. And though it’s just a wonderful campaign that is now finally being copied in other parts of the sector so we hope to see more of that kind of collaboration in the future. In fact, we’re seeing a lot of micro giving among women organizing themselves around social enterprise. Yes, we are a aa lot of this thie evolution of social networks, social media still relatively, very new, but as people get together and now they found each other online and now they exchange, you know, kind of information about the trivia are the important bits of their lives. Now, the next evolution is the first getting people together to make change or around certain issues folks i care about and what we’re starting to see is on what we saw a lot of last year were the social network, some of them that are very strong, many of them led by women being able to make a difference, either in defense of, uh, an action taken by an organization or to bring up some concerns that hadn’t been brought up otherwise and holding some of these traditional non-profit organizations accountable. And, of course, the the leading edge that was the komen foundation controversy where coming foundation had decided to be fund-raising goods breast cancer testing on dh without telling a lot of its membership, and when it finally freaked out, a lot of folks got online a lot of women and started protesting thiss was an example of women organizing themselves through the social networks and very rapidly yes, absolutely, and it was a very successful protest, and it wasn’t so much the significance here isn’t so much whether you believe that that decision was the right or wrong one it was looking, and there are social networks out there holding traditional organizations and non-profits accountable for their actions and ways that has never been before. And the rapid response of some of these networks to some of these decisions has really encouraged a lot of organizations to start really getting serious about engaging your supporters and their networks in new ways so that everybody does feel that their part of the decision making process and there is a new level of accountability achieved not only holding organizations accountable but individuals for there flippant and ah antagonistic, i’d say, remarks rush limbaugh, when he accused you really accuse nobody eats cited a law student was a prostitute because she wanted funding for birth control to be included. In health care and there was a huge backlash. Yeah, there was an internet firestorm over that in just three days. That firestorm was ableto porcelain about to apologize, not once but twice to the woman he had called a flat was the one of the quotes, okay? Ah, and he lost nearly one hundred advertisers right in that in that, uh napor so we’ve seen that these swarms, if you will, of the social networks that have been highly developed and that have a riel sustainability to them, are able to work very quickly when they’re organized. One of my colleagues, a friend of emmett has called these accountability networks actually because they’re social networks and they are always there, but they can get into action very quickly. Uh, if one of them are influential, members of these networks decides to call them into action. So it’s somethingto watch it’s a phenomenon now, but it’s becoming replicable, and we’re seeing a lot of this kind of action over. Yeah, and so this is what you’re calling swarms of women in this case and it’s not women, are not the only ones active actively engaging but that’s that’s the third today, but one of those air swarms saw another one very well done stop sopa campaign, but to delay a vote by the u s congress that would diminish him internet freedom, at least for now. And, uh, it’s, really a new form of activism that is used social media to coordinate swift action around the specific goal. And it’s it’s it’s significant because it’s, uh, much more to do with the ability of new players and the advocacy sector toe work collectively and successfully kind of outside the non-profit sectors long established structures fired-up alternative goals. So it’s it’s something that all organizations want to start infusing more with their supporters in new ways but also so constructively trying to really be able to prove that they’re having an immeasurable impact. A lot of donors now are saying, what have you done for us? We’re the cause lately, and a lot of organizations are now using the social media tools to measure impact, or at least to get a more specific numerical handle on the work that they are doing so that they are able to not only convince people of their value, but to be able teo create partnerships on new levels to achieve more social impact over time marchenese to panic is the new media advisor to the n u heimans center for philanthropy, and her upcoming book is will be swarms. The rise of the digital anti establishment, and you can follow marcia on twitter. She is at claw cause pardon me at cause global ah, marcia let’s, let’s focus a little more on the on the actual, more traditional e-giving and the way women are being more generous essentially than men, it’s a it’s a little more about that. Yeah, even though women in general are earning less than men and have less money in retirement and are generally outliving their spouses, these recent studies on their standing for charity demonstrate that young women, certainly, and especially boomer women, older women in particular are just more likely to give and to give more to charities and then beyond that, there’s, also a behavioral that women in a recent survey by indiana university also said that they they want teo uh, not just have more impact on spending. They want to be more involved in the decision making and indeed, a lot of the rise of some of these new organizations on social enterprises, uh, is due to women wanting to bypass, too simply writing a check to existing organizations but setting up a kind of a bee metrics around specific initiatives that they themselves want to see. And as long as they have the means and some of these new networks, especially on wall street and elsewhere, to accomplish that, they’ve been racing to set that up. That slowed a little bit during profession, but still a very vital force. A lot of people are saying that this income situation for women and this this habit of giving mohr, especially among older women, is very likely to continue. By twenty thirty, for example, fifty four percent of american boomers will be women. And because of their sheer numbers and the social changes that have occurred as they grew up, they have a significant impact on society through their beliefs and attitudes and behaviors and have us already. And so now, as they get older and more charitable on dh, i think we’re seeing the start of some more further behavioral changes among women towards charitable organization. So i think that’s a little bit of good. News you said earlier that the social networks are relatively young, but i hear people say how sick and tired they are a facebook or or twitter sometimes are these are these social networks with us forever? I think some forms of them are, and certainly is they morph and evolve our use of them well, morgan of all hope, the more distinctive things about social networks and social platforms that we’ve seen over and over again is that the people using them tend to define how going tio improve them over time. Ah, facebook, for example, everybody’s kind of getting organizations on facebook now so much personal things now that but seeing how they used them toe left bitch events and, you know, do pr in a different way, certainly, uh, we’re also seeing a rise in the use of private social networks, kind of a private facebook that go under certain names like ning’s o r other certain other platforms that are being set up so that it’s kind of like a private, charitable, uh, type of facebook that’s membership only on some organizations and non-profits they’re using this to great effect, one in particular is the provocative understand veterans organization? Marcia, marcia, you broke up a little bit, say they say the name of the organization again. It’s called i a v stand veterans iraq, afghanistan veterans association a okay, i look, they’ve dahna they set up a peer-to-peer private social network, uh, that bear as long as you’re in that network, you know, they don’t want this isn’t like vietnam veterans or korean, more veterans for eighteen, nineteen, twenty year old folks just and this particular war and are facing some very unique challenges, thanks largely to the health care technology being used to save them from injuries that in previous years killed and so there are unique challenges for them coming home and a lot of challenges always for veterans coming home. So combined with their existing use murcott given their age and their experience before going off to war ah, they are very successfully putting together these private networks is veterans to talk to each other, and they’re subsets like women’s subsets like people who were injured from a certain type of injury and you get on them by giving a password. You are pre qualified so you you it’s not just anybody, is not your fourth grade teacher finding you it’s a private conversation that built trust and credibility among the members and as it moves toward a membership model it’s also proving to be a very sustainable non-profit kind of model using social networks to serve those in need buy-in involving an engaged, those in need not just writing checks, marcia, just just a minute or so left, i have to ask you, what is it you love about this work and the and the research that you’re doing go how people, uh, can hold power accountable in new and constructive ways. I love how this technology couples to be advocacy sector e-giving voice teo so many more people who otherwise were not involved. These full social media, the, uh, the internet has democratized philanthropy, and in such is turning traditional organizations on their beer. I think it all about here. Social change, enormous empowerment absolutely marchenese to panic is new media advisor to the n u heimans center for philanthropy. Look for her book coming out later this year, swarms the rise of the digital antiestablishment it’ll be published by little, brown and she’s at caused global on twitter marsha thank you so much for being a guest, my honor and pleasure. Thanks, tony it’s. Been a pleasure having you right now. We will go away for a minute or two, and when we come back, it’s, tony’s, take two, and then amy sample ward is with me, and we’re going to talk about pinterest and slideshare stay with me. 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 suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Schnoll i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Hi there and welcome back. More live listener love! Montgomery, illinois. Tustin, california. Littleton, colorado. Atlanta, georgia. And two unidentified in somewhere in the united states of america. You’re masking your i p s we know who you are, i’m just since you’re masking, i won’t say who you are, but we know who you are. I’m just telling you that we know here you’re not you’re not you’re not hiding from us, but two unidentified on dh for our listeners in china, all those cities in china that are listening, i said earlier. Happy new year, gung hay fat choi also xero chou korea and seoul, korea on yo haserot it’s, time for tony’s take two, my podcasts are on top and i’m very grateful to you for that. This show was what’s hot in two categories on itunes very recently non-profits and government and organizations and my podcast that which is a monthly for the chronicle of philanthropy fund-raising fundamentals. That was a top podcast in non-profits the’s honors are enormously fleeting. I don’t know, maybe they last five minutes, maybe their last an hour, but they go fast, so i took screenshots and you could see the photographic documentary evidence is on my blogged at tony martignetti dot com. But more important than that, i want to thank you for rating the show. We had the five hundred stars campaign. Thank you very much for raiding the show on itunes more than doubled the number of ratings and i’m sure that’s what made the show trend in itunes. And there was some carryover effect to the to the other podcast to the fund-raising fundamentals that i do. So i thank you. Um, my next guest would caution me that there’s more to true social engagement than numbers and and bumps and and peeks in listenership. So i i take that seriously there there was a lot more to that than engagement. But i thank you for being engaged to the level that you have been so far, and hope to get you even further along mohr, that on my block at tony martignetti dot com. And that is tony’s take two for friday, february fifteenth, the seventh show of this year amy sample ward she’s, the membership director at non-profit technology network. And ten her she co authored social by social, but even newer than that her very new book, also co authored, is social change any time everywhere with forward by two time guest on this show, craig marko is the founder of craigslist he’s been with us twice amy’s blawg is that amy sample, ward dot or ge and she’s on twitter at amy r s ward on twitter. That’s right? I’m going to finish the sentence without without without twitter id, and we know that the army’s rene amy rinascente ward welcome back. Thank you for having me. It’s a pleasure every month. I’m always surprised you allow me back every time. No, you shouldn’t be. I make you feel that in secure. I assume that there’s like a jargon jail downstairs. No, no, no, you’re you’re you’re pretty good about it. You’re quite good were very conscious of jargon jail amy’s here with her little field notebook it’s, an adorable little yellow forty eight page notebook. It’s branded from the state of texas. I don’t know. What were you in texas lately? Is that where you got your little fuel? No. It was given to me as a thank you by a friend, david jnf, who lives in austin. And i don’t even know why he was thanking me, but he gave me this little field notebook and it’s the perfect size it’s about phone sizes, let me ask you, you have co authored or contributed to five books by my count, when you’re going to do one on your own? Yeah, i’m hopeful that maybe that one is next, okay? And then there’s none of the like, you know, trying to interpret someone else’s edits like, for better or for worse, i could just come out of my brain and we’ll see what happens. It will be very, very much better. We’re looking forward to the solo effort, but we’ll celebrate your book coming up. In fact, i’m going to you’re going to one of your book launch events, which we’ll talk about later on act for the end later this month for those who are in the new york city area, but right now we’ll talk about pinterest and and slideshare um, how did these how do these fit into social change and social engagement? Well, i think that they’re really great examples of platforms that actually have tons of use, but organizations haven’t, for the most part translated how individuals air using that tool to how they as an organization would use it. You know, facebook’s pretty straightforward, you have an individual profile, you have an organizational page like you know, how to get started. But with these tools where there’s there’s, no difference between who the the user profile is, organizations are a little bit more, you know, without boundaries, there’s too many options, so they don’t really know how to engage. But organizations that have tried or are using the tools in part of their content strategy are really seen engagement there. I don’t know which one you want to talk about for just let’s talk about why don’t you explain what pinterest is? Because maybe so little known to some people that they don’t even know that exactly what it is? Sure, so pinterest is free to use social platform just like facebook or anything else where it is free to use, but that means you are than the product on and it’s very visual driven so it’s all about collecting on a pin board that’s virtual, just like you would maybe, you know, in your office pictures, recipes, anything on the web so whenever you pull in a block post, whatever images associated that block post would be actually what people see on your board, they wouldn’t see the block video also yet exactly. I have a pin board for women leaders of non-profits excellent on video, but it’s video zoho contributor of them speaking so just a quaint listeners that video can be as well. And then what you’ll see on that pin board if it’s videos would just be a screenshot, right like this still like you would when you had a youtube page and the video isn’t played ok? Yep. On dso you, khun, even though you have this pin board, you can actually have unlimited pin board, so maybe i have a pin board for conferences i want to attend, but then i also have a pin board like the most frequent one i see is recipes that i’m going to cook one day, but i’m never actually gonna cook like that whole sentence isn’t the title, but it’s like recipes and you know this person’s never cooking next i wish list. Recipe list. Exactly. All right. So how are charities? Engaging? Constituents were around around pinterest. Yeah, their organizations have you. Know, as you can imagine, tried different things, short campaigns, longer standing content and something that’s interesting, and i know you have the links to some infographics to share on the block. Pinterest has about eighty percent of that content is repent content. So anyway, you know, if i went to your pinterest board say, if it was the average boring, you know, think about hypothetical i would never i would never dane never squander my precious time with tony’s interest account because of pin boards are so mundane and superficial and dull, but if you if you stumbled on it buy-in accidentally, you clicked on it stumbles away there. Um, eighty percent of the content across pinterest is repent, meaning someone else pendant first, and you’ve just, you know, reposted on your on board, so but like you said, you’re, you’re bored that’s all about interviews with non-profit women leaders, i’m sure that you were the one that did that interview are or were some of the original? Yeah, so they’re going to show up all over pinteresque, but it’s because you were the source and so thinking about that at, like, how much content is shared amongst the platform where is very little of that content for people? Time is spent clicking on things, and i’m going to read websites. You know, i think organizations naturally think, well, this is, you know what has put up a bunch of great images to our website and we’ll drive a bunch of web site traffic, but that’s not the case, people are using the platform within that within the place. Yeah, so eighty percent are re pens? Yeah, that’s enormous. Yeah, do you have a corresponding stat for any buy-in a chance for twitter. How much of twitter is re tweets versus i? I don’t have a twitter for tumbler, which is a more similar platform to pinterest because it’s ah it’s like blogging but it’s much, you know, micro style and it’s about nine out of ten temblor posts are re blogged so it’s very similar in that way where people that are on the platform or just, you know, following each other and finding great things and it’s more a matter of like, i want to have the best curated recipe board versus the on ly recipe board, you know, so it’s it’s much more shared eso organizations are taking advantage of that in different ways. One one example that i really like. Because it’s very clearly aligned with the mission is city of hope, which is an l, a based a hospital research center, etcetera. They have a campaign called mushrooms for hope because mushrooms are shown to have really great health benefits, especially for people at risk of or with cancer. So they have a mushrooms for hope board that’s. All great ways, you know, recipes to use mushrooms, because we know everybody in there. Mom has a recipe board on pinterest. So why not, you know, curate all those different ways to use mushrooms so that people will re share it again in the platform and ultimately it’s, not about them knowing who city of hope is it’s about them eating mushrooms, right? You know, but they’re using that for exposure exact recipe sharing community. Exactly. Here’s a great super great cream of mushroom soup recipe. Right. Very smart. S o just to make it explicit. So people follow your boards, right? People can follow your whole board. They could also follow just you. And then whatever board here pinning tio, they could get those. Notifications or they could just never follow you and find your your pin through someone else, you know, and then see, allow just a great mushroom recipe, you know, and then click through. And actually the original post was was from your account i love those clever ideas that yeah, that shit’s a smart one. Yeah, another example of maybe not a specific example, but a way that, oh, our strategy for charities to engage on pinterest yeah, a different take on that that i i think is on interesting one is n w f national wildlife federation has a campaign for, you know, getting outside and and has a big, like camping go the great outdoor camp. I’m goingto mess up the name of their campaign, but so they have ah, aboard all about that where they’re pinning other people’s content about campaign so it’s not even their content, but again, it’s it’s making those people in the community that are talking about the campaign feel like they’re in the spotlight because this is a board of all those other people talking three national organization has exactly exactly bored or my my my pen? Yeah, exactly. Engagement. Yeah, exactly. Two way street let’s. Talk about slideshare. Sure. Because always shoot. There was something i want to ask you about. Interest. It’s, overwhelmingly women. Yes. I see different statuses. Somewhere, anywhere between two thirds tow. The mashable said maybe it’s this high is ninety seven percent. So somewhere in there, overwhelmingly women. What should we be capitalizing on that? What should we be doing with that? Yeah, i think part of just to address the point, you’re making that all the numbers being a little different. And part of that is if it’s actual user sign ups versus active users and again, different platforms in different data. Analysts consider active user as, like logs in once a month or is on it for an hour a day like which one of those is active, you know? And once you get wherever you fall in that active definition scale that’s where it starts skewing much more women. So actual user accounts are a little bit more typical of social networks, but the active is much more female. Okay on. And so i think organizations can take advantage of that in those are, you know, the examples where two shared but also just remembering that, you know, even like marcia was saying women want to be making the decision of where money goes, women want to be, you know, figuring out the causes that they care about and engaging with them, so figuring out ways that isn’t just, um, you know, a generic call to action for everyone, but you’re figuring out, what are the the women boomers in your community interested in doing? And maybe it has it it’s not, you know, all about city of hope and all about all of the life saving measures and research ugo but it’s about mushrooms, you know, and you like, let that be the thing for them? S o i think really, figuring out who your community is back to some of the stuff we’ve talked about in previous months and then focusing really specifically and letting them either drive that content and you’re just re, you know, you’re collecting that o r just taking their lead? Excellent, we’re goingto take a short break, and when we come back, amy sample ward stays with me, we’re going to talk about slideshare stay with me, too. You’re listening to the talking alternative network. Schnoll 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 have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. And you, sample ward, is our eyes, our social media contributor and our social media scientist. I doubled that id number that she’s too modest to say that i did that on dh. We’re talking about slideshare what let’s acquaint listeners. What is slideshare great? So slideshare is ah ah, platform, where you can post content that you want to share and it’s called slideshare because it’s it’s most prominent feature is posting slides like a power point presentation or a slide deck that you would be using in a, you know, at a conference are in a board meeting or whatever for count for mac users, or use kino exactly like, you know. And then i translated over the power point, exactly little little parenthetical for mac users. Or what does whatever google aps calls there? Oh, yeah. Anyway, so that’s that’s, the most dominant features people posting slides and you can find them and review them and share them. But you can also embed them. And so you could post slides from your conference and then on your blogged have them embedded so people, you’re not just having to write out what you said. You khun embed it right there and people can flip through the slides. But what’s great is that you can also use it for all kinds of content. So do you use your organization? Is part of your new campaign launching, you know, with an infographic about why you’re running this campaign? Well, you could upload that info graphic, you know as a pdf or whatever to two slideshare embedded in your block. Have people share it just like they do. Slides and track track the shares that way. Okay, you know, if you wished you could also use that info graphic on pinterest. Exactly. Okay, on dh that and you know that goes for all kinds of other content. Maybe you have a new orientation, you know, to sheet that you give to your volunteers, will. You could post it there and then also post slides that you’re goingto review with them of this is how to be a volunteer for our organisation. This is what we do, this is why we have volunteers. This is what the volunteer job looks like, and that way you could just send them those two links they don’t have to download anything they don’t have to, you know, have have any special software, whether they’re on the phone or they’re you know, on a computer they could read or digest those materials ahead of time, show up and be ready to volunteer, and you don’t have to be emailing large files were about exactly top box or some other bright, just a link exactly. Now i’ve so in a few places slideshare called youtube for slide shows. Yes, it’s not as anyone here is popular as youtube. Well, yeah, definitely not as popular as you tube in that when you look at youtube stats, basically, you would think humans do nothing but watch youtube video that there really is a ridiculous thing. So so slideshare has about three billion views a month, so that’s still sized amglobal yeah, yeah, and and i think something social. Engagement is not just in the numbers, though, right? And i think something that’s interesting as faras actual of what the numbers say is that of all of the different social platforms facebook, youtube, whatever slideshare is foreign away, much more popular amongst business owners, organizational leaders, you know, executive level staff of different kinds of organization. So hyre go ahead. So i was just going to say, you know, if you want to make sure that you spent a lot of time preparing something for some funders that you were going to meet with, you know, you made the slide deck showing them who you are made it really clear the impact you make. Why not post that for free on a platform where other, you know, leaders in the sector could come across your sides and say that’s? Exactly. We’ve been looking for someone like you to partner with exactly, and what i was saying, slideshare is owned by linked in. Yeah. So not surprising that it’s i guess it’s gravitated toward business and you can you can embed slideshare content in your personal yet or your or your organizational linked in page yet? Yep. You khun just connect them on dh from from your linked in profile, and it’ll even just automatically pull in your most recent slides or uploads, you know, if you were doing something else so all a very easy way to embed large what maybe large files? Because especially if you’re doing power point or keynote and you have video and or there’s photos in each slide yeah, very large, you get those very large files other other ways, you know, just ask you generally other ways that charity’s could be using slideshare or other tips that you have for for engaging through slideshare well, i think that the training is really what what i’ve seen organizations do well with most often is there already creating training materials, whether it’s for volunteers, it’s for a certain department, you know, and using slideshare is away too. Put those up there, how’s them for free, you know, think about it like youtube, where even though you’re goingto use that video for your campaign or in your marketing and you’re going to embed that video on your website, you’re still going to post it on youtube so that all that organic traffic that could maybe come across it can still come in. And so posting those materials about, you know, the great things that you’re doing with social media at your organization and here’s, you know, kind of your overviewing training materials than other people that are interested in either your organization or social media in general could find that come to you and say, great, i want to get involved with your efforts, so i think thinking about it as the place you know, like youtube, where you, you how’s the content even though you’re using it elsewhere because you still just get the benefit from the other platform. And as google and other search engines index the the content that’s in your slides, it’s, sort of a wayto ona ona niche because you’re you’re slideshare going too, so dense with key notes that are just i mean, i’m sorry keywords that are necessarily embedded in there because it was part of your part of your presentation. Yeah, way of sort of owning a very narrow niche that your expert well and it’s it’s great for search engine optimization, you know, they’re one of their three highest sources is organic google searches so if i am, you know, working on a proposal for these are the five strategies for ending homelessness in new york city, and i’m pitching this to some thunders, and i want to find you know what? I’m going to start a coalition post it there because if someone else is looking just on a search for how do we end homelessness in new york city? And they get to my presentation now, i’m i’m creating credibility for myself and setting up our organization as the leader on that cause. Any sample ward should membership director at non-profit technology network and ten her new book is social change anytime everywhere, and i am going to a february twenty eighth book launch at five thirty at, which is at the planned parenthood federation quarters. You want to say a little about how people can can attend that if they’re if they’re in the new york city area? Yes, i think if you go to social change any time dot eventbrite, dot com something i will come. We started your blogged way started any sample ward dot or yes, i will put it up there. It’s not up there now, okay? Or put it. On the show’s facebook page, facebook page and lengthen group grayce forget linked in okay, yes, but that happens to be on february twenty eighth at five thirty, yes, and we’ll have books to sell but also will be doing a presentation just about ten, really tactical tips that people can take away from it, too. I’m gonna be there. I’m gonna see how many other people think you’re the social media scientists like i do think, of course, thanks for having me pleasure, my thanks also to martius to panic. More live listener love philadelphia p a you joined us a little bit late, but welcome next week. J love, ceo of bloomerang we’re going talk about donorsearch tension, you know that it’s, much cheaper and easier to keep a donor than to replace one j love has insights to help you, and that might actually have something to do with engagement using the social networks. Somebody should write a book about that and maria semple, the prospect finder and our prospect research contributor, returns she’s our doi n of dirt cheap and next week maria has to free sites to help you get serious with prospect research natural. You’re gonna have to listen and a reward we’re listening this long, and staying at the podcast is far i’m giving away two, three hundred forty nine dollars one year subscriptions to the atlas of giving remember rob mitchell was on a couple of weeks ago atlas of giving you khun benchmark your own giving get custom reports through this three hundred forty nine dollars value. One live listener one podcast right now live listener go to pick a platform, but i’m on facebook go to facebook! Go to the shows, facebook page and post i’m listening live to non-profit radio first person who does that on the facebook page gets one these three hundred forty nine dollars subscriptions and first podcast listener who does that? Also on facebook? I’m listening to the podcast of non-profit radio you will also win. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday one to two p m eastern at talking alternative dot com finding things to getting ding, ding, ding ding. You’re listening to the talking, alternate network waiting to get in. Duitz nothing. You could hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time. 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127: Information Artichecture And User Experience & Tech Trends – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Lacey Kruger, lead information architect at Blackbaud

Misty McLaughlin, Blackbaud’s principal user experience consultant

Scott Koegler, editor of Nonprofit Technology News

Read and watch more on Tony’s blog: http://tonymartignetti.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’m your aptly named host it’s february first twenty thirteen we have the campaign for five hundred stars going on, i want to mention it now mentioned also at tony’s take two if you go to my blogged twenty martignetti dot com, you’ll see the campaign video you’ll see the rationale laid out it is basically to extend the reach of the show so that mohr charities khun benefit as i picked the experts, brains were trying to get one hundred ratings on itunes, and hopefully they’ll be five stars. There’s your five hundred stars campaign, please rate the show in itunes. Oh, i hope you were with me last week. I’d be mortified to learn that you had missed grantwriting revealed iana jane hoexter was with me for the hour, she’s, the author of grantwriting, revealed twenty five experts share their art, science and secrets. We talked about researching relationship building, writing and why you can’t polish a turd this week, i and you ex information architecture er and user experience. Lacey kruger lied information architect at blackbaud and misty mclaughlin the company’s principal user experience consultant have lots of ideas to help you design your online properties for success, so visitors return and supporters stay engaged that was recorded at blackbaud sze be picon conference last october and tech trends. Scott koegler, our tech contributor and the editor of non-profit technology news, tells how he sees non-profits using computing to fulfill unique needs, engaged through social networks and customize their own computing. And as i said on tony’s, take two between the guests, the five hundred stars campaign. Right now, i have the audio from my interview at the blackboard conference, and the subject is information architecture and user experience. Here’s that interview. Welcome to tony martignetti non-profit radio coverage of pecan twenty twelve. We’re outside washington d c at the gaylord convention center. My guests now are misting maclachlan she’s, principal user experience consultant at blackbaud and lisa kruger. I need information. Architect at blackboard. Ladies. Welcome. Thank you. Like it’s. A pleasure to have you both. Lacey, i have to ask you, what does a lead information architect do for a big company like blackbaud? I work with non-profit clients of all shapes and sizes at two. Really? Follow-up help create a intuitive structure for their content, so organizing the information they present on the website in a way that people that are using the website can understand it. Okay? And that really is sort of the definition of information architecture is this putting content together so that it’s argast to itiveness usable use your friendly all concerned about the user experience, right? It’s a it’s, a blueprint for a non line experience so it’s the structure of the information okay? And you’re topic that we’re talking about is getting your priorities straight. A guide to successful information architecture, misty let’s. See what? What’s the what’s the first idea that you have around information architectural start basic and we’re built for move up. Excellent. All right, so in my presentation, i outlined sort of a top ten list, like any good late night talk show host, anything that you can be doing, things that non-profits typically get wrong on websites, and i would say almost everything on my list more than half of the non-profits that we work with just get it wrong. So the number one thing that that i would say most non-cash labbate fail at and that’s, the most important online for kind of creating an effective experience for bringing people in and getting people to stay on their website, is articulating their mission in a really short, compelling, concise way that’s almost of the level of the vision of the organization. It’s, what is the social problem that we’re trying to address and what is our particular impact or approach on the world? Hyre we responding to that? What charity is doing wrong around around this? Well, typically, organizations have their mission. They know what their mission is. They want a present too much so they either air on the side of your five senses from my annual report, i’m going to put that right on my home page, which no one can read it super text heavy it boggs people down, people just don’t even see it or they just go for a tagline that might be cute, but it doesn’t. It doesn’t really talk about what the organization is doing, how they’re changing the world so particularly a new visitor coming into a website, they just can’t figure out if they’ve landed in the right place. People just lose tons of new traffic because they’re really true. You are the right size. They’re not even shit. Well, they mate, they made sort of think ellery, this organization has something to do with what i’m after, but it doesn’t seem like they’re really kind of making an impact or this isn’t necessarily the cause that i want to learn more about. I want to support so a lot of the time, if somebody’s coming to you through a google search, you don’t clearly articulate your mission. Just don’t get another chance, lacey. Now, in the last last session, i just learned like boxes. Sure, you both know, like, is this appropriate for for a light box on? Why don’t you explain it like boxes? Because everyone listening to this may not have heard the others weinger light boxes. This is totally just a neophyte question is a light box an appropriate place for you’re it’s, ice efficient state after you tell us what? Like boxes. Okay, so light boxes. It’s. Kind of a non obtrusive papa buy-in. It allows the user to see the content behind the papa. So it interrupts the experience with the message that the organization wants to get across. But you can still visualize what? Behind the message. So it’s really easy. Tio, click out of it and dismiss the message. A shaded bok’s ship you could see behind. Exactly. Yeah, my ideal fight question is, is that is that compelling? Is that compelling enough for light box? Having this concise, efficient, i would not suggest it. I think a lightbox a better use for a light box is something that has a specific action. You want users to take something like donate now or you take action or fill out this form or something. And with learning about the organization learning about their mission you really want them to explore. And, you know, click around and read different stories. You have, you know, it’s not just one thing. It’s it’s. A multitude of different inputs experience so it’s okay, if people have to click to find concise mission statement mr was talking about he used you said he wasn’t such a deal. Fight question. Maybe it’s important enough that it rises to the level of light box. But i understand it does well, where should it be? It should be something that comes across in the home page. So one of the things that we do is is way gauge a user’s reaction to the home page. So we show a home page to a user. This is a usability test. We show them the home page, and we say, what adjectives would you use to describe this page? And if those adjectives match your organization’s mission and your messaging, then you’re in good shape. But oftentimes they don’t that’s a basically a focus group for the home it’s. A usable yeah, basically it’s, a usability test, and you can do it online. So it’s, really quick, and you don’t have to get people all in the room together. That sounds a little sophisticated, but a small and midsize charity could probably do something like that. Maybe in a board meeting or a maybe they do host a little event or something like that if they don’t have in other words, if they don’t have the wherewithal to create something online. Is that is this doable in our little round table or something? Sure, another great place, great free place to get input from your users is your social media channels, so you could you could publish, you can publish a test like this for free online, and you can post a link to it on facebook or twitter and then people that are following you there can that conflict to it? Doesn’t your users so it’s a great freeway to recruit people to help? Okay, this deal will come back. You know the number to now. I know you don’t listen, do you know the same number ten? But mr knows it’s a top ten list presley roughly. Yeah. So what’s your throne. Another one. Whether whether it’s number two or not. Well well, never. Alright s o a few others but i think are worth mentioning. Wanna? Storytelling. One of the most important things in an organization could do is both tell and show the impact of its mission. So showing can happen in a couple of different forms, something like an infographic. We’re showing a few key statistics for those kind of analytical thinkers. Those people who are considering making an investment in the organization who want to know what kind of an impact you’re having. Something like an infographic on the home page that says we provide vaccination for fifty percent of the world’s children. That something unicef does powerful number that can visually represent that, in a way. That’s, really compelling 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 to one eight, one eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com but they also do well, is they do this sort of show and tell of an individual who’s really being helped look at this two year old to receiving vaccinations and how it changed his family’s life, how it’s extended his life span, that kind of story telling us something that non-profits often don’t do. And when lacey and i talked to our guy notations and we actually go out and talk to their audience, the number one thing that people say they want more of universally stories, it’s stories that helped him get a feel for the emotional impact of the organization and make them connect to it. What are some of the best ways of telling these stories? Well, personal profiles are one way, and the organization could really kind of find a few kind of two faces and a few key stories. Another great way is actually to get people whose lives have been transformed to tell their own story and that’s. One of the ways the web is really powerful, that you can really solicit content from people who were personally involved are helped by the organization and get them to tell the story of what? Happened? How their life has changed as a result of it. Lacey telling it in what format? A week. Talking about video or its print or it’s all these or what? Video video is a great option. I think i think it’s important to have the text as well. The text as the substance of the story, but video. You know, if you have some video testimonials, those can be very powerful tools you do need you do need something to draw somebody and to make them want to watch the video. So it’s kind of a lot to ask for somebody to click and watch an entire video about something. But if you give them a preview of it and make them, you know, compelled toe watch it than video would be a great way to tell the full story. Do you have a place around? How long? Something like this should be a way to talk about drink this two or three minutes too? Increase the viewers or fifteen, ten, fifteen minutes? Yeah, i mean, i was short is better. Our attention spans are not what they used to be. So shorter is always better, i think. All right, so another, aside from sharing impact and outcomes, vividly least he wanted to give us another another idea around information architecture. So one idea that that we see a lot of is organizations that structure their content like their organization and structure so they, you know, they organize it by department four in-kind, you know, a different division that the organization works with, and while that makes a lot of sense to the organization and they can each kind of own a section of the website, it doesn’t make sense for their users. You know, i don’t know what your marketing department does versus your fund-raising department and i don’t i don’t really care, i just care kind of what are you doing on the ground? So i think i think, you know, using structures and labels that resonate with your users and not not necessarily your internal stakeholders users need to come first in their perspective, okay, how do we figure out how are users are thinking about our organization? Information should be yours, there’s various ways to research that on there’s some low cost ways. We’ve talked about smaller non-profit so i’m just talking to people. And asking them kind of what they think. There’s a there’s, a research technique called card sorting that you can present teo users a basically a set of cards with kant, the types of content you offer so these stories would be one of them, you know, news articles would be another one, events would be another one, and then you ask them to group things to group the content, according tto what makes sense to them, and then you can use that to really guide this structure of your website. Okay, is that where you want to say about that? Argast there are a ton of using research methods, and i think that this kind of gets to the heart of what user experience is, which is that we really take the approach that an organization has goals they want to achieve online, but the only way they’re going to do that is if they begin from the place of their audience. So they really research and map out and understand who these folks are. Lacey and i often develop personas, which are kind of detailed portrait of the major audience groups that our organization is trying to reach. Online or offline? And try to really understand what it is that’s driving and motivating that particular type of person and that tell me, organize content, we create an experience, okay, let’s, talk about it. This is interesting personas are hypothetical ideal oppcoll what do you know about these? Look what you create about. So we really try and make that a storytelling exercise, which is a demographic information with kind of fundamental it’s also attitudes, motivations, perceptions, behavior, schools, it’s sort of all the reasons that someone might be seeking out your organization, or that you might be trying to get them to be aware of who you are so they can also be aspirational. It doesn’t have to just be people that you’re reaching today, it could be people that you’re really trying to seek, but you failed to be able to connect with well, what’s great about personas is that they give you a framework kind of strategic, audience oriented framework as an organization to get your marketing department on your fund-raising department and your programs, folks all organized around the same type of folks, so that not just your website but you’re offline communications your email. Marketing their social media presence all of that is organized around this theme for audience groups it’s a really good internal tool for building consensus and getting people on the same page. Excellent. And i want to remind listeners that i had a guest. James is your tronvig group his work is around marketing. I talked a lot about building these personas also to some live in unconference i don’t remember the date of that show can can access it, but look for james on the block search for him as a guest, fine, very similar conversation, what we’re talking about right now creating these hypothetical personas, and he talked a lot about involving the board yes, especially in the aspirational persona, anything anything you want to add in that respect so it’s part of our process is that we begin with stakeholders, and we like to begin from the kind of all the way from the bottom, all the way to the top of the organization and everything so board is really critical, particularly board, because they removed from the day to day operations of the organization a lot of the time. But then the web folks with customer support people who answered the phone and they hear the kinds of complaints, but they really know who these folks are because they’re talking to them. So really at all levels of the organization trying to get stakeholder employed and then help people to kind of organize around these personas, including the board, because it can really shape the board’s vision of who you’re going after. Khun really molded it could be a tool for getting boardmember all on the same page with each other. Hoexter lacey let’s, go, teo. Another another good practices. Wait. Let me ask you for that either of you, major in information architecture is is such a major where? Yes, i am saying yes to you might not believe it, but i have a master’s degree and information architecture and usability. Okay. Yes. So there is a program out there in the online world. And i’ll just say it comes from the discipline of information science. So that’s, you know, organizing libraries, organizing videogames, organizing any place that’s an information or an interactive space. These kinds of principles apply. You could really learn a lot there. So that’s, the kind of background that i come from lacey comes from an interactive advertising backgrounds second, tell us where your master’s degree program hey, someone’s grief, they’re interested in such a degree. University of texas school of information how did you become an information architect? So i was an advertising major at the university of texas, and they had an interactive advertising sequence that was just a special series of classes that i took. And so that was the beginning, and then i did, you know, i worked in an ad agency for a while and then moved into the non-profit space that khun vo and and really worked with misty teo, develop our methodology around design and really dive into the information architecture. So anything so it was a slow transition on when i graduated in college in interactive was so new that there weren’t really information architects. So as soon as that niche kind of created itself, i found that that was where my home was. That was where i was meant to be. So i fear that all these years i’ve been mispronouncing the name of your former company convoy, and he wasn’t wrong via can be another reason it’s convenio and not cardio. It’s a schwab. They go back like fourth grade english and my homeroom teacher talking, you know, like more than a second green. So suave officials have you? Yes, i think that people sometimes go for they reach for convict. And so con vo seems like a natural stress, but actually in english. Apparently i’m married to a linguist way. Put the stress on the second to the last syllable in many cases. S o convene. Okay, that would be the italian pronunciation to yeah, very common with italians. Have accent on the second last that’s, right. And so in latin. Convenio means with vision and that’s where the name came from that’s how the founder information architect married to a witness. It’s true snusz lisa let’s. Talk about another. Another good practice in information architecture s o so one of the ones that comes to mind is creating a visual hierarchy. So on your home specifically one identify what the key points, the key messages you want to convey. So, like misty talked about earlier, your mission and vision should be number one on that there’s also, probably some actions that you wantto encourage from your home page. So i think that having a visual hierarchy that it’s basically a design principle that ensures that the big key salient points are what stands out visually on the page so they might be, you know, a different color, they might just be a graphic on next ism text, but the visual hyre he is what conveys to users look at me first, look at me. Second, intel is that kind of guys there experience around a page, okay? And you would develop that screw you users talking to users about how they are going through your sight versus how you’d like them to be going through your sight, or or do you do it more based around the way they’re doing so, whether you want them to or not? So the the inputs are both from the users and from the stakeholders. So our job as information architects is really to combine those two sometimes distinct set of needs, so the stakeholders wanted communicate x, y and z and the users are looking for, you know, a b and c and so it’s it’s a meshing together of those two things that that designates what the visual hierarchy should be. And that that’s sometimes a balancing act, but usually usually stakeholder messaging. What the organization wants to convey kind of comes first because it’s like this, this is what we want you to get across. Can i add one thing there? No dahna wrapped it up. It was perfect that your colleague is given insufficient explanation is that way work together a lot. So we tend to tag team this morning because of course, you’re welcome way often use web analytics data, i think one thing that’s hard, right? If you talk to people, people can often describe their attitudes and their motivations, but they don’t really know what they’re behaviors are there just sort of predicting? I think i would act like this. So analytics data is a really great kind of hard metric sort of way to look at trends and how people use an information structure, a website. What do they really interact with? What are they seeing? What are they not even saying so a lot of the time, you know, the kind of piece of this that we can bring in addition to research we really do with the audience surveys, that sort of thing. Is a really behavioral picture of how people are using the site, and that helps to really inform ways that we think people will use it what we can do with it. Okay, what are some of the ways that we influence? How they move through the site because it is simple is fun size? Lacey mentioned color it is simple in these things visual priority top to bottom orientation. Navigation is obviously the primary tool that people used to traverse when they’re really looking for something to move in and out of a website, you can do a lot that’s really powerful with having really strong navigation devices, um, and then they’re just a variety of ways that we can provide pathways into the content so you can throw all your content up there, and some people think that’s the solution that more is better, lacey and i really take the approach that more, more is not necessarily better if you have a ton of content, what you’re trying to do is move people strategically down paths towards the content that they’re looking for and that helping a lot of klicks is not necessarily a bad thing, but that used to be kind of the common wisdom with the web no clicks, you know, you really want people to get everything from the home page, but actually what people want is to feel like they’re on a journey towards the thing that they’re looking for, that they’re making progress, and if you can help them do that, they don’t actually mind moving around to find the thing that they want. Ladies, i’m going to guess that you have a lot of frustration as you you navigate the web, whether it’s, charitable or run or you’re not charitable sizing goto, who means a lot of frustration, there’s frustration, but there’s also a lot of inspiration. Um, i would say, you know, i didn’t major in information architecture, er and the majority of my training and education about this has been my own experiences online, so i learned a lot from other sides, you know, when i’m looking for something on amazon dot com and i confined it like that that’s something that i’ll take with me in translate to what we’re working on. So there’s good and bad there’s definitely some poor experiences out there, but there are good ones. Too wanted to share. What is it you love about information? Architecture works. I would say it’s very creative without being visual you create on it allows me to really kind of use my let to think about how things should be organized. And, um, you know, the graphic design part of it is is very important. But i think separating the information side of it from the graphic side of it allows for a bigger picture and allows for a cleaner in solution. And i think there’s also just so many facets to information architecture’s. So we designed the navigation structures and the way the continent looks on the page. But we also designed back in data structures and how a gn administrator would put the content into the system. So it’s just a big universe of on a different types of work. And it keeps things interesting and dynamic all the time about you. What i love about this work, we just have a couple of seconds. Yes. So i would say good idea is like a good therapist. But it anticipates your needs before you even know that you have them sometimes that it gives you something. That you may not be able to get anywhere else. And then it sort of satisfies you in a way that keeps you coming back again and again. So i like helping people get what they want and get their needs. Recession was getting your priority. Street guy, too successful. Information architecture. Christine mclaughlin is principal user experience consultant. Blackbaud and lacey kruger is lead information. Architected blackbaud you are listening to twenty martignetti non-profit radio coverage of twenty twelve, thanks for being with us, durney. Thank you, my thanks. Also to the people at blackbaud who helped me that october day last year, especially melody mathos very helpful that day and everybody else’s blackbaud right now, we pause for a break, and when we come back to tony’s, take to the five hundred doors campaign and then scott koegler on tech trends, stay with me. They didn’t think that sending the good ending. Ding, ding, ding. You’re listening to the talking, alternate network waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Duitz 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. Hi there and welcome back it’s tony’s take two roughly thirty two minutes into the hour, the five hundred stars campaign i’m hoping to get the goal is one hundred readings on itunes, and of course the hope is that they’ll be five stars. Our five hundred stars campaign why am i doing this? What’s the what’s the case for support, as fundraisers would say it’s to increase the visibility of the show so that more non-profits can listen and benefit as i picked the brains of my expert guests that’s it you’re helping the charity community nationwide start at non-profit radio dot net, and from there, click viewing itunes or you could just go to itunes and search for the show name. Either way, i’d be grateful for your help. Very grateful if you would rate the show in itunes and five stars would be terrific there’s a campaign video on my blogged and this is all explained there, but you don’t have to go to the blogged just just jump to itunes and my blog’s is that tony martignetti dot com and that is tony’s take two for friday, february first, the fifth show of the year scott koegler is with me now, he’s the you know who he is? He’s the non he’s the editor of non-profit technology news he’s, a regular monthly technology contributor on twitter, he is at scott koegler konigstein are scott kottler welcome back. Thank you. Tell me, how you doing? I’m doing terrific. Get that down. Good. Thank you. You do too. We’re talking this this month a little about trends, trends that you saw in two thousand twelve as the editor over there at non-profit technology news. What did you see? Well, you know, there’s always a lot of things going on in one, probably non surprising thing was the increased use of social media. It’s just, you know, it’s almost a given that non-profit i need to participate in social media just like you’re doing, tony, you know, with your itunes and your show and the kind of things were there, but the corollary to that is that people are looking beyond the social media and beyond the traditional methods of getting together, which and that’s, really the more surprising to me is that there was a break from social media into more traditional meaning. Face-to-face or letter writing or what phone calls? What? You mean? Yeah, well, hit one of them, actually, but i throw out six things. I’m bound to hit something was about to hit a target with one shot. Yeah, phone calls, for instance. You know, i used to be that before social media before even all that kind of thing really depended on paper mail and phone calls, you know, if you had paper mail that was kind of general, but if you needed quick responses, if you needed to actually get a message to someone personally was phone calling dahna so as we start to move away from that and rely on facebook and twitter and those other kinds of things, it’s pretty easy to discard the more traditional methods of contacting folks. One of them is the phone calls. And you know, if your constituency is large, obviously making phone calls to the entire, uh, donor base or a participant bases is pretty impossible. That’s impractical. Maybe so we’re seeing we’re seeing more activity. And what phone trees. You know, the thing that churches and schools used to to contact the people? No one like when there’s a snow day like a snow. Day he’s like that, so they’re using. So you’re seeing you’re seeing non-profits enlisting volunteers to use in phone trees? No it’s, thie automated phone trees more often, you know that still technology hyre honor requires, you know, prior set up, but we’re finding that that that the phone is, you know, one of those ways that needs tio needs to be used sometimes, okay, are there are there providers that you’re aware of that that are good in automated phone tree work? You know, i don’t know who they are. We’ve had comments from a couple of, uh, back-up couple of non-profits that have used them, but my understanding is that the that they are locally based a lot of times, and some of them are actually equipment that you install so there’s a variety of things if you have a question about it, my my recommendation is going to go to your local church and ask them what they’re using because they’re probably have one installed somehow, okay? So going backwards in technology to get attention because people have been abandoning the phone just like they’ve been abandoning hand written notes exactly and there’s a couple of reasons. Aside from just you know, you want to contact somebody but one of the organizations that we talked to, uh, those events and, you know, there’s a change in the weather and you need to contact folks email is really not always going to get there. Not everybody has seen on their smartphone. Not everyone has a smartphone, and so being able to contact folks as there may be getting ready to go out the door it’s really important. So that’s, why the phone tree but there’s also another piece to that, and that is along with the fact that people you can’t get too may not get to email right away or in some cases again, depending on who your audience is may not even have e mail, and that is the text messages. And again, there are there are providers that can do what’s equivalent to an email blast by text message again that requires having at all set up and having your you know, your text, your phone number’s already installed and ready to go. Um, the text messaging is one of those very immediate contact method. So again, do you have a the event, the weather? Changes. You need to change the location or tell people that has been called off. Text messages is one of those not quite as retro as telephone. Direct telephone contact. Sure, but it’s, you know, it’s. Another another method. Ok, yeah, if you if you know your constituency has the has the technology. Um, i see text messaging, you know, going back to the phone. It’s. Interesting. I own a home in in north carolina, and the police department there uses automated phone tree to alert us to incoming bed whether hurricanes, there was a rash of burglaries in one neighborhood, not my neighborhood. Of course we’re we’re we’ll secure. I haven’t, you know? Yeah, but some in one of the lesser neighborhoods in that town, the police were saying that there have been burglaries people had been. And they got to the level of saying that the burglars were getting in a lot of times through the garage garage doors being left open. So, you know, they got to that level of detail in aa in a in our automated phone call. So you know, there’s a there’s, a town government using it and not a big towns small. Town north carolina? Yep, yeah, those technologies kind of reach everywhere, so and so wrapped up in what we’re talking about is figuring out what what is what makes sense for your you’re non-profit and your constituents, whoever they are you trying to reach exactly the point, tony it’s uh, not not all constituencies have, you know, our enthusiastic facebook users. So, you know, some are some, aren’t i, uh, i know that some of us older folks, you know, just don’t always live and die by facebook, so wei need to have other methods and, you know, not just older folks, but, uh, it really just depends. I mean, think about the disabled community, you know, they may have special, special needs in terms of being reached, you know, if you have a i don’t know death community, you know, you need some other way than just telephone, so lucy need the enhanced telephones. So now i see why you unfriended me on facebook you’re using this opportunity using this platform that i give you as as a way of explaining to me why you unfriended me on facebook, i guess because you don’t use it very often, right? So you figured, you know, i have tony as a friend as well, unfriended. Co-branded yeah, sorry, all right, um, but ok, so you’re a former ceo, chief, information officer. How do we go from recognizing what our needs are specific to our organization and finding the technology that’s going toe? Help us fulfill those needs? Good question, but then that’s what your baby, i try. It’s really a kind of a multilevel approach. First of all, you got yeah, you really have to think. I mean, hopefully, if you’re if you have a constituency, you have been able to connect with them. I mean, that’s kind of the whole point, and so you have some basic understanding of what their needs are, right? So so you need to just think about that, you know, how how do these people communicate? How what do i see when i when i talk with them, what do i experience when i’m when i’m with them? And of course, one another way that is maybe not quite so obvious is actually ask them, yeah, certainly would like to be communicated with, right? What? How did they get messages? Have a talk with people that are important to them to find that out on dh, then kind of pursue the the resolution for that just to research again, asking maybe other non-profits you know, a lot of intelligent non-profit activity out there, you might have, you might have expertise on your board, correct possibility if there’s a marketing communications person or if there’s a technology person um what’s your what’s your sense of, you know, technology consultants? I mean, are there people who who think broadly about technology or there, or there only consultants who work in phone trees or social media or, you know, other other other specific areas? Uh, yeah, of course, there are people who work only in specific technologies that generally called sales folks. Yeah, and, uh, you know, there are consultants to deal in social media and unfortunately, no that’s become kind of a commodity kind of a thing. I i saw a survey recently were there were, um just the term social media consultant has has become meaningless because everybody is one. Yeah, yeah, i see that i’m not on the more important way to go about it is to find find somebody who does consult on a broad range of of issues and isn’t really focused on anyone. Technology, uh, isn’t being paid to promote one specific thing, not not to put down social media experts, but it’s really it’s become a catchphrase? Yeah, that not everything is social media. You know, it’s, not the whole world. On twitter, i see so many people who call themselves social media either experts or gurus. Oh, yeah, guru is just so become become so ubiquitous that it is meaningless now, and i think every it seems like so many people who are just users of social media consider themselves now gurus and experts. So if you are looking for somebody in that area, you know, make sure they’ve been doing this for, you know, i mean, social media, ten years or so, ten or twelve years, it goes backto old social communities, there’s more than just facebook and twitter in social media, you know, early blogging was is certainly social media, so you want somebody who has, who has a breath of experience and many years, and i personally i tend to stay away from the people who are self proclaimed gurus. Um, i’m just kind of off the topic, but there is another way to check that out and to find out if somebody is, in fact, a social media guru, and i don’t really mean that. I mean, i mean, if they’re well connected and that’s really more important than being, you know, any particular label, i think we talked about this before there’s a site called clout k l o ut yes. Right? And it, uh, it takes a kind of a broad perspective. It is still based on social media, so it, uh, it takes into account traitor twitter, facebook, google plus link, then foursquare, youtube, the flicker, you know, all kinds of things, and it measures your influence of anybody’s influence on, um, you know, on those different areas. Yes. Okay, so you can pretty easily go on to clout and find find somebody’s measure, in fact, okay, hold that thought. We’re going to take a break right now. Scott will come back, and we’ll continue talking about clout and measuring the influence of the gurus. Stay with us. Snusz you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back. We’re talking technology trends with scott koegler, the editor of non-profit technology news, which you will find at n p tech news. Dot com scott, what were going to say about clouds? Cloud is again a measurement of the social media in foot, right, quark, a variety of places. So what i was going to say was let’s, check tony um, and but you know what, tony? I did, and for better or worse, you and i have an equal score of fifty nine that’s humiliating to me what you’re equal to me. Yeah, because you said you don’t even use facebook thing is rigged. Forget cloud, alright, everybody listeners ignore what everything said everything that god said about cloud because it’s it’s clearly a charlotte in sight, it doesn’t doesn’t know what he’s talking about no it’s k l o ut clout, dot com and that’s interesting scott that we are that we’re equals it is and you’re not even trying. I know, i know, but you know just let’s. Look at the score for a second. Okay, fifty nine is actually not bad. Oh, they give you a rating for that fifteen out where it stands. You have fifty nine. I mean, if you just look at kind of the general, um, the seventy is like, almost the top of the rank really is for seventy is really, really good. Eighty is like superstar, um, fifties is, you know, is pretty good. So, you know, actually a fifty nine or sixties is actually you and i, tony, are among the influential gru’s there’s that word in social media. So without without really talking about you and me as we were talking about gurus and health, that term has really kind of become irrelevant. You can look at a sight like cloud, and there are a couple others that i can’t remember. They’re kind of up and comers, the cost been around the longest of those and so eh, it’s, war, you know above fifty is actually pretty good. Okay, so that person would have some credibility in social media, right? But and that’s a good way to check out somebody if they say they’re grew. Just put their ideas in cloud and we’ll see if they got a twenty five they want yeah, right. That’s, that’s. More like your grandmother, right? Grandfather’s? Exactly. Right. So we have a few more minutes left. What do you see coming as a trend in twenty thirteen or and maybe beyond, you know, specialization. I think the whole issue of using existing applications and existing tools in ways that they were designed, um, is what everybody does. The what’s coming now is using tools, system’s, applications, methodologies in new and different ways that we were not originally intended. Is what’s happening next? I think you know the phone tree. Text messaging. All those kind of things are becoming more and more viable again after all this time. Text messaging blast. You mean so right? Ok. Anything more specific that you can say about what you want? Oh, let’s, try it this way. What would you like to see? What would you like to see that’s not out there? I would like to see more, more personalized connections again if we just take text messaging, for instance, with email. If you’re sending out an email blast to your constituency, most email systems allow you to insert their name. You know, some information, all right on the flight. So it looks like it’s personal, even though you really know that it isn’t. But it would be nice to have that kind of capability with text message, even though they’re very short. Hey, tony, you know, i hope we show up today. We changed the location. Make sure you get the right place. You know, that kind of a message would be nice to be able to do, um and it used to be i think that text messaging in particular was kind of frowned upon because it was because it costs. The receiver money, and that hasn’t really changed except that now most phone plans include some number of text messages in their plan, so it’s a little bit less onerous on the recipient. Okay? And i think it’s always smart if you’re going to do that to offer a way of opting out absolutely no block, text block or text opt out or something back, and then the person is saying, i don’t want to incur the charges for any future messages that this center would might might send to me, right and that’s that’s the personalization. And along with the personalization is the method of contact when you sign up for a service, a lot of, uh, a lot of the services will say what? How would you prefer us to contact you? My voice by email, by text, whatever it might be. And so those kinds of personalization services can really go a long way too, you know, kind of solidifying that that connection between you and whoever it is that you’re trying to communicate with you. Okay, well, we’ll look for more, more personalization. Anything else you want to wrap up with? Scott? No. Tony let’s, let’s. Get out there and boost our krauz scores. Yeah, well, seventy to me especially. I just i don’t know. I don’t know whether you should be elated to be at the same score i am. Or i should be very disappointed to be at the same school you are. But something definitely is off to look into this more. Okay, thank you very much. God good to talk to you. Take care. He’s the editor of non-profit technology news again at n p tech news dot com and he’ll be back next month. Next week professor john list from the university of chicago on the value of lead and matching gift in your campaign. And chuck longfield, chief scientist at blackbaud has lots of ideas for increasing your matching gifts. So we have some research people next week, but don’t worry, i’ll keep the keep to talk straight forward and relevant, not not academic and pedagogical. Sorry i couldn’t send live listener love this week. You know, i love to do that a few times a show, but this show was pre recorded. We’re all over the social web facebook, youtube, twitter linked in four, square and still on ly tied with scott on cloud, i’ll pick one of those out facebook. You can sign up for weekly email lorts there be the first one to know who the guests are for that week and what the hell while you’re there, why did you like the page? See us on facebook. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and it shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. Remember the five hundred stars campaign, please go to itunes. Great, the show, one to five stars. I hope you’ll be with me next friday, one, two, two p m eastern at talking alternative broadcasting, which is at talking alternative dot com. I think that’s. A good ending. You’re listening to the talking, alternate network, waiting to get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Dahna hyre

124: Social Media Data & Get Engaged IV – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Casey Golden, CEO of Small Act

Mark Davis, director of product marketing for Blackbaud

Amy Sample Ward, membership director for Nonprofit Technology Network

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

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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s january eleventh, the day before my birthday. Oh, i very much hope that you were with me last week. It would hurt me deeply if i found out that you had missed the future of planned e-giving marketing. Greg warner, the founder of marketsmart, shared his insights on multi-channel awareness building, generating and cultivating leads and tracking what works and free radio and tv to boost online ticket sales. Amy spencer, market manager for blackbaud, and kevin russell, professional services manager for blackbaud wanted you to recognize that you have leverage with the media and that’s. Sending press releases is no longer the way to get radio and tv exposure for your event this week, social media data to find advocates, leaders and hidden vips casey golden, ceo of small act, and mark davis, director of product marketing for blackbaud want youto leverage social media metrix to find hidden gems among your constituents. This was pre recorded at the bb khan twenty twelve conference that i was at last october and get engaged for amy sample ward, our social media scientist and membership director for non-profit technology network and ten continues our siri’s on serious engagement through the social networks looking this month at staffing who should do this social network engagement? How much time will they spend and what policies do you need between the guests on tony’s take to my block this week is charitable ira rollover revived? It was brought back in last week’s tax act, and i’ll explain how it works, and claire meyerhoff will be with me to give quick tip on promoting charitable ira roll over donation duitz right now we go into my pre recorded interview with casey golden and mark davis, social media data to find advocates, leaders and hidden vips here is that interview welcome to tony martignetti non-profit radio coverage of bb khan twenty twelve we are outside washington, dc at the gaylord convention center and with me now are casey, golden and mark davis closest to mia’s, kacey and he’s, the chief executive officer of small act and mark davis is director of product marketing blackbaud they’re seminar, topic is creating impact with social data identifying and harnessing advocates, team leaders and hidden vips. Sounds very secretive. We’re gonna unpack that. Gentlemen, welcome. Thank you very much. Thank you. Case you want to tell us order audience first. What? What small acts work is sure we were focused in the non-profit industry to help organisations use social media, but also importantly, social data too do better job on social, but also importantly, really realized the value from social and intelligence for all parts organization for direct marketing advocacy campaigns. Okay? And why don’t we stick with you and see hidden pipes is the most sort of interesting part of your seminar topic? What were we talking about? Hidden vips? Sure, so typically within the non-profits they have ah, you know, a large number of people that they received donations from, but they don’t really know the full context of who they are, so they know how much they’ve been given maybe how often or if it’s more than once, but they really don’t know the context of that gift. And so for most often, when we sort of work with non-profits there’s, usually somewhere between one two five percent of their list, that has a really big potential that they just had no idea was there, so they’re kind of hidden. Gems where either they’re a blogger or there very advanced professional in their career and so on. Some really different ways that people are valuable for gun is ations, but they’re just unknown. All the noon was as a donor. Yeah, okay, mark. What? What? What is it you guys are trying to improve upon what we see charities doing incorrectly or not doing that? They ought to be with with their social data? Sure. So where black bod in partnership with small act is what we’ve basically introduced? This concept of a social score and a social score takes simplifies for fundraisers marking professionals and non-profits to really summarize their constituents, whether they be donors or advocates or their supporters into four categories, and those categories span from individuals who are going to be very well, highly connected through social media, those individuals we call key influencers on the second level, we’re going to be those individuals who we call engage er’s. Aii those people that can really expand the message and or holly engage in social networks and the other two categories, which are the masses are consumers, whether they’re consuming from multiple channels, maybe they have a twitter account and have a facebook account and they’re consuming information via by those channels or standard consumers just an individual as a facebook profile. So what we’re trying to really improve upon is having non-profits have a better understanding of their supporter base of their database to understand how these individuals were interacting through social media, okay, and scoring people not unlike you would with a screening for financial wealth. Yeah, way talking, something analogous and absolutely so you know blackbaud we have a whole number of financial scoring metrics, whether it’s wth e-giving score where we could understand people’s based off of their ability to give and their interest to give, this really has to do with understanding and individuals can activity and the reach through social media, how many people can they reach and through their friends and people are following them, but also more than just how deep is that reach? How connected our lead these people are they are they just tweeting once once you know, month oh, are they really tweeting every single day? And they have a very strong connection. So really trying help non-profits find their justin bieber’s in starita base, ok? And now an example. Ok, a great one, but we’ll work with it. It makes the point now, so i around around different social platforms, i do see companies that are trying to tell you how deeply influenced you are deeply influencing you are, or how deeply influencing let’s say in twitter, your your followers are, which, which is a measure of how deeply influencing you are as well, but you’re trying to coalesce this all together, i guess, yeah, so i think the value to is that it’s not just a general influence and i think the big guy of working in partnership with blackbaud is that it’s relating influence on social to meaningful things inside the non-profit to sustainers programs to annual giving to advocacy efforts, and i think that’s really makes it different from any other type of influential rating where it’s not just dozes person connect, but it also incorporates their relationship with the organization and really kind of bringing out the best and how they can sort of be engaged in a win win relationship. So we really try to help take that influence and really could use that in a meaningful way. Okay, now. Mark, is this a is this a blackboard product that what’s the name of the product? That’s called the social score and it’s available through our target analytics, who as you for mentioned the data screening around wealth, they provide the same capabilities for non-profits around wealth screening and that same organization could now provide this opportunity around social going now help listeners understand what’s the relationship between target analytics and what they’re probably most familiar with is your razor’s edge product what’s the relationship between those two? Sure, yeah, analytics and absolutely so. Target analytics is a division of black bug that focus is really on a number of areas, but in particular, talking about modeling. It also talks about data enrichment services, which we talked about, which is really taking your database within the razor’s edge, and the targ analytics team can add new data that you may not have like everywhere from the age or e-giving are they’re giving in other organisations or, in this case, obviously social media connective ity ah, and also the targ analytics team can help on organization with the razor’s edge database, analyze and kind of predict predictably modeling understanding hey, these are individuals who you think you should talk to a little bit more. So when you’re talking to people about in blackbaud about target analytics, you could say that you want to include the social score absolute or it sze already included no itt’s an add on it’s, a new data service that blackbaud much early this year and partnership with small act on dso that’s an add on service and we could talk about the logistics and how it’s doing its really easy, actually, so really, all organization needs to do is to give blackbaud a database of file and really all we need in order match up the social score and a whole bunch of other data really have to do a social networks is just an email address, so we’ll take that e mail address and then using through small lack service, we provide back to the non-profit all ho, ho ah, whole host of information that is all publicly available so we don’t get in and, you know, access data that may be on the facebook’s on individuals facebook profile that’s not publicly available if it’s private setting, we don’t have access to it, but ifit’s publicly available, we have access and we’ll and we’ll give that information. And also, as i said, the social scoring there’s some calculations associated with that. Okay, now, casey, obviously a lot of the work is proprietary, but sure you can. You can you tell us what you can about what small act is doing with that email address? To come up with the social score for each person? Sure. So a cz mark said everything is it’s possible to do this all manually. So just taking, you know, maybe fifteen, twenty, thirty minutes to sort of go to your google searches and find things out there. So what we do is we mapped an email to the social networks that are sort of publicly available and connected. We also then go step further where we actually take a look and at the person’s pope behaviors. So there’s, the first step is to kind of create the blueprint of where this person is a member of and how they socially network. The second step is to understand their engagement, their networks, they’re reciprocity levels, all those types of things. It was really creative, valuable influence or a person who can engage your content or what style is really going to best fit so that’s kind of where we do the blueprint and then we sort of color in the different pieces with a little bit more analytical. I’m understanding of what they talk about, who they talk to, how often you know how much they share and how much people share with them, etcetera. Ok, and how deep are you going into social sites that aren’t particularly common waken all name the easy ones off the top of our heads, but into our maybe kora is one, but how deep are you able to go? Yes, so so we so at a sort of maximum capacity that we find somewhere between twenty to twenty five different networks. So, interestingly enough, you mentioned cora when we’re working with national wildlife as one of the interesting things found in that analysis, those who had a membership encore actually gave significantly more so is very interesting sort of subset of them that they hadn’t even thought about before could sort of minor network pompel yes, oh, it’s comprehensive that way, but but it’s a full set 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 to one eight, one eight. Three backs to one to seven to one, eight one eight three. The conscious consultant helping conscious people be better business people. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com okay, now tony martignetti non-profit radio i have drug in jail, which i’m probably guilty of myself because quarrel, because it’s not that well known it is among some circles, but it’s, not another. So it’s it’s first for listeners, it’s spelled qu o r a and casey, i’m going to ask youto back-up we participated on ly very lightly. Why don’t you explain how quarrel works and why it might be valuable for charity? Sure. So i think there’s a, you know, a different couple way to ways to describe it, but, um, in viewing it from our perspective, there’s a lot of thought leaders there, right is people have opinions who have something to say and usually it’s not just chatter, conversation it’s usually a bit more meaningful, sort of kind of like a conversational sort of dialogue versus just chit chat back and forth and that we found theirs or some really interesting again thought leaders, not just conversationalist. Perhaps they really kind of put a lot of time into that. And who were some of the thought leaders in the charity community? I mean, there’s there’s a lot. I mean, it really depends upon the specific. Area, you know, and it’s so arranges across board weathers healthcare or some sort of education or or different wildlife related organizations. Okay, mark so now we’ve identified why don’t you give the four categories again? Just perfectly just take those off. Yeah, so the four categories at the top of level, which represents approximately about andi, this is based off of data from blackbaud is small, like customers we evaluated, but in general, about the top one percent of an organization’s database are those individuals who are going to be key influencers and that’s, the top of the pyramid, these worthy individuals excuse my example, but justin bieber but justin bieber’s got all the twitter followers he’s got everyone who tracks he’s very active on that example. It’s a terrible example. I got craig newmark founder craigconnects. Would he be a key influence? You use him? He’s. Been a guest on the show twice. Actually, fair enough. Fair now is so much better. You can just say i have not had just okay, way turned him down. Actually, i would if you okay, so so that’s. The key in florence. These air individuals who are again have a wide audience on their generating lots of content and their and their content has, you know, lives through a very viral method in terms of it gets kayman to be connected and repurposed to the next grouper engages these are individuals who represent about five percent of the population but actually generate over nearly eighty percent of the content. So these are people who are in there doing consumer reviews, they’re they’re they’re they’re updating constantly through facebook, they may not necessarily have a cz wide of a range of connections is the key influencers, but they’re they’re they’re they’re level of engagement is so high that they become influential and influential in terms of the metal content of generating and then flows that can have and then the other two categories, which are the masses roughly between forty run, forty percent are going to be the multi-channel consumers, these are people that we would described as being on, you know, multiple major networks, so they usually have a facebook and at length in profile, or they’re made perhaps the twitter profile and the last one at least the standard consumers these are individuals who are kind of basically arm or most comfortable and stay in one particular network. And there these these blast two groups of people not necessarily creating lots of content, but they’re consuming content, and they’re they’re using facebook and lengthen all the social networks to to be connected with obviously all their friends and family. Okay, i’m going to take a risk here now and tried to put myself into one of these categories. So this podcast gets about eleven hundred, listeners per per week between it for two years. So we have over one hundred, one hundred episodes, is weekly. I’m totally you know, if i end up on this on the standard consumer, i’ll really be disappointed as a standard consumer. Have a block that gets between thirty, five hundred for thousand unique visitors, not hits, but unique visitors per month. Twitter. About eighteen hundred or so followers following about six hundred, people. Facebook doesn’t matter facebook radio show page has just about just scarcely eight hundred likes dahna number of likes, how do i reach that? I’ve each key influence or casey? I don’t know, i’m not you know, i didn’t mean that i really didn’t mean your floats because that’s great new mark die reaching gauger could i be engaged or status? Get so so actually doing a little bit of profiling on you prior to this, you would definitely be actually in the key influence or category mean craig newmark is, you know, like point. Oh, one percent. Yeah. Absolutly, congratulations. Yeah. No, i know where the segment if you don’t say that. No, i can i can send you a profile. Right? So we were naming the rial outliers. Yeah, among them. We knew all that already way on everything you told us. We already know that. All right? Because if you came on and said, you know, key influencers were, like twenty martignetti that would know no it’s one percent. It doesn’t make the point we love we lower the bar a little mean that lower the bar that’s the wrong way. But obviously, you know the key influences you don’t have to be the super super keum ok, that’s cool. All right, thank you. All right, so now we have these people categorized, we have our follow-up gotta go, mark what’s what’s let’s get started with some advice on what to do with this information. Now, that’s valuable, sure and that’s, you know, our session really, and goes into a lot of that because what we want to do is we want obviously educate non-profits in terms of that, that this information is available, that it is useful, but obviously a lot of non-profits they’re most interested in, you know, how does it how can i use it to find advocates and volunteers? Almost specifically, how can use it to help my fund-raising so with with the work and partnership with small act and all the organizations that we’ve worked with jointly together, we’ve begun to understand that this information is valuable because they’re certain key attributes and trends that these different groups they follow. So we tracked and analyzed individuals based off of their fund-raising potential so is it could potentially this scoring and and the presence of these individuals on certain networks could that actually be a predictor in terms of the ability to give so good example that is linked in lincoln profiles individuals who were on lengthen generally based off the data we’ve seen terms customers have use of the information these individuals have hyre lifetime value and they give hyre average gifts makes sense, right? Because they’re employed, they’re obviously well connected through through the workplace they care about their career. So therefore, these individuals are generally speaking, going to be more wealthy, so that’s a very easy example, more complicated or more sophisticated example, certainly not complicated, but definitely more sophisticated argast examples would be the correlation of an individual who was highly connected, whether the key influence you are engaged or francis the top tier and their ability to reach individuals and, say francis a peer-to-peer fund-raising event. So another group of organizations that we’ve been working with a lot have had a lot of success on this is using it to predict hey, if i’m highly connected, if i can create a network of people through facebook and twitter lengthened, for instance, or thrown blawg then very likely i knew a lot of people and if i know a lot of people than likely, i can probably know i can reach a lot of people to ask them to give me a gift. So if i’m walking for susan g komen race for the cure or make a diabetes association american heart association, these types of organizations can use this information to predict who would be good team captains potentially for walk because these individuals, naturally a good recruiters are very sociable. So it’s a very good predictor like that, and the third good example, by the way highlight that really gets a lot of non-profits thinking is the multi channel consumer. This is not a key influencers not engaged, but that third level there’s a lot of them out there, i feel bad for them as a gay influence, right? I feel bad for the multi-channel consumers well, there’s a lot of them so, so sad that it’s almost a pity that they outnumber you quite a bit, but it’s a good predictor because a lot of non-profit struggle with who our who could they connect with through online channels? You know who’s going to be a good individual who may give an online gift who may be an individuals who will consume email and communications through the online channel. So a lot eso organise you’ve been working with have been using that to predict who could be a good opportunity to give a sustainers gift ah, monthly online gift, which is very valuable for non-profits because it’s it’s recurring revenue at sitting it’s in a longer term engagement with the non-profit and they an individual who’s willing to say, i’m going to give fifty dollars, per month for the next five years is actually worth a lot more than a vigil is going to give a onetime get to six hundred dollars, because they have that that that that connection not that you ever ever used that term, but that commitment to the non profit organization. So a lot of the information we’ve been receiving from organizations is that that multi-channel consumer there used to be an online and they’re comfortable being online. So that’s a good predictor of individuals you khun target for those types of online campaigns? Okay, interesting. Now, what i didn’t hear you say is that you approach them about using there networks or talking to their networks about your work directly, yeah. Trying to help you spread your message through there through their networks, but in a more explicit way, you’re trying to do it suddenly it sounds like, you know, all three of those examples they are i think of it this way, an organization that’s using the razor’s edge or, you know, using whatever databases here and system they’re using this is additional information that can help them target those people for specific existing campaigns. What you’re talking about, which i think is also is a very good example, which i know casey likes to use, the term citizen journalists is finding those those top tier individuals who, you know they’re in your database. So how then your database, how are they connected to you? Can you start cultivating these people to be an extension, really, of your marketing? Can they get out in front of a news story or potentially some sort of of conflict or something like that where they can actually help think newsworthy that release where they either if not directly to your charity? Certainly to the work that you’re doing and how can they help spread that they could spread the message that could spread? Your message, they can connect, record their people, they could potentially become an advocate for your position. It happens to be in conflict with something else that’s going on, maybe that’s newsworthy case if you got a couple a couple examples to, it really also gives local smaller non-profits the ability to understand so one example is maryland public television buy-in working with them, they will there find this key blogger who lives in baltimore, where they didn’t know her so sophistication and she was a key influence, sir, they’re engaging her by just calling around say, hey, come down to our facility and see what we do and understanding she’s big on a lot of sort of sort of women’s issues and programming and things like that. So the key is when you find these influential people make sure that whatever is you’re asking them to do aligns with their existing passion, you’re not going to change their heart, just giving them a place to share their heart and really kind of connected with your mission that’s where i’ve seen a lot of really great things happen in another panel here, so the exact same thing really kind of working with where they are emotionally and in matching up your your mission how that they’d be happy to promote it number one because they’d be more likely to do it, but number to their audience knows that they’re an expert on that or that’s something they really care about as well. Casey, what is it you love about this work? What makes you wake up every morning? Motivated? Sure. Honestly, i really love helping great organizations who do great things in starting this particular company that’s. Why? Folks? Dahna non-profit industry instead of a lot of other compelling, you know commercial areas. Because all you know there’s on ly non-profits you have on ly non-profits and and really me nose was being with someone from st jude today anything we can do to help you know kids go through that life experience better and like that’s. Awesome it’s. Not just a job. It’s it’s. A life experience and so that that’s what makes it worthwhile for us? We have to leave it there, gentlemen. Thank you very much. Casey golden is ceo of small act and mark davis is director of product marketing for blackbaud. Gentlemen. Thank you. Very much and yankee has been a real pleasure. Tony martignetti key influencers. Tony martignetti non-profit radio coverage. I’m gonna change the show of b become two thousand twelve. Uh, thank you very much for being with us. My thanks. Also to everybody at black bart, who helped me with the full day of podcasting at their bb con conference. Gotta send live listener love before we go to a break. Oh, my goodness! Los angeles, california. Littleton, colorado st petersburg, florida. New bern, north carolina. Live listener love also manila in the philippines. Taipei in taiwan. Shenzhen, china. Chung ching, china. And for those in taiwan and china. Ni hao, seoul, korea. Manu haserot, montgomery village, maryland. New york, new york hey, what you doing out there? Hello? Right now we take a break when we come back, it’s, tony’s, take two and then it’s amy sample ward and we keep talking about getting engaged this time talking about staffing for your social engagement and stay with me. I don’t think that’s a good ending. You’re listening to the talking alternative network duitz get him. Things. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medication? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you. You’re listening to the talking alternative network. Duitz lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. Time for tony’s. Take two on my block this week is the charitable ira rollover revived this way of giving directly from your ira to a charity was part of the american taxpayer relief act of twenty twelve, which was passed last week, passed by congress, signed by president obama and what it actually is is a distribution technically it’s a distribution, not a roll over. So i call it a qualified charitable distribution because that’s the language in the in the act to do this, your donors have to be over seventy and a half. They have to use an ira or a traditional sorry, a traditional oer a roth ira. So the simple iras and the sep iras are not permitted has to be a traditional or roth you. Ah, each donor can do this up to one hundred thousand dollars per year. That does not have to be to the same charity. Khun b multiple ira’s khun b multiple charities, but the total is one hundred thousand dollars per ira owner on the distribution has to go directly from the i r a to the charity there’s, an advantage that you may want to capitalize. On in the month of january, if people make a qualified charitable distribution before february first, then they can count it toward two thousand twelve, so if they didn’t want to eat up there, two thousand thirteen hundred thousand dollar max, that could count gif ts that they do in january for last year on also if somebody took a distribution in december, if they were, whether they were required to or not. But if they just took a regular distribution from their ira meaning they took the money for themselves, and then they could use all or any part of that december distribution to be a qualified charitable distribution, they can convert it. So now why would you want to do that? What’s the what’s the advantage? They’re two advantages. First, all these qualified charitable distributions are exempt from federal income tax. They’re outside gross income, so not subject to federal income tax, and also they do count toward your donor’s required minimum distribution. A lot of people just refer the acronym r m d and for people who are required to take out more than they want from their ira or more than they need from, they are ira, this could be really advantageous because this gift to charity counts toward that our md that they’re having trouble using they’re forced to take it, but they don’t want to take it. They can use this, tio, eat some of that up. So those are some of the fine points of the ira charitable giving for two thousand thirteen and, um, there’s more on my blogged at tony martignetti dot com and as a special little extra. Benny, we have first guest who’s, part of tony’s take two it’s appropriate that that declare meyerhoff of course she’s, the creative producer of the show, and she’s, the principal of the plant e-giving agency specializing in marketing communications around planned e-giving. Claire meyerhoff. Welcome back. Thanks so much, tony it’s, great to have you have me here. Yes, well, i have you. You don’t have may let’s, not let’s. Let’s. Keep the roll straight. You’re my guest and i’m very happy to have you here. So what should charities do with this charitable ira? Roll over. Well, i really see this as a bonanza. Will the communications, marketing and promotional bonanza for savvy fund raisers or other people at your non-profit? Eso the first thing that i’d like to do is really think about this as a way to up your communications with your people. And how about a boardmember that you’ve been trying to kind of, you know, get on your side and do a little bit more fund-raising how about how does that sound? Tony used to get a fundraiser on board, use it for a boardmember so, avery, simple tip. Okay, how are we going toe simple like action steps? Because you and i are always talking about the value of news when you have something newsworthy. That’s a good time to communicate with your with your donors and prospects. Right? So this is news you can use to your advantage, and we get so little news in planned giving, so we may as well take advantage of it. Okay, way. Get so little news and fund-raising or any other kind of ways to communicate with our donor. So this is really great. Okay, what should we do? This is what i think someone should d’oh. They should take a look first at your database. Basically, who has been making these types of gifts in the left? Five. Years at your organization. Do you have one eye? Are a gift. Do you have ten? Do you have one hundred? So that’s the first thing take a look at what your history is so let’s say you have five gift in the last few years. This is the perfect opportunity to say thank you to those people and see if you can get them to make more of these kinds of gifts and now you have a reason to call them. So give this little task to that boardmember that you think is, you know, up for the for the challenge, and it gives you something to talk to them about. You could do in a casual way. Say, hey, you know what, here’s some good news for our organization. Thanks. Thanks to congress and talk about it a little bit and then ask them, what do you think about that? And then tell them the history. Say, you know, over the past five years, we’ve had four different people that have made this type of gift biggest gift was, you know, eighteen thousand in the smallest gift with one hundred dollars, and one lady did it three years. In a row, like, give him a little background and bring the men and say, you know, this is a really interesting way to give, don’t you think? And they’ll say, yeah, i didn’t even know about it, so now you kind of brought them in, and so what you do is just say, hey, could you, you know, call these people and have a conversation with him about it, and the first thing they want to do is you want to thank them, thank the donor for making this unique type of gift and then give them the news. I just wanted to let you know congress is past, you know, twenty twelve taxpayer relief act good news for our charity means people can make this kind of gift and that’s wonderful, because that helps us steve moore family is right now or something else that whatever it is you’re doing right now, save more dogs, feed more families, build more houses, and then you want your boardmember to listen to what the donor has to say just stopped talking after you say what your mission is on and listen and hear what they say and make them feel. Good about their gift, saying, you know what? That was a really smart thing for you to dio. How did you know to do that? And now the donor has to go. Well, you know what my advisor told mei or someone in your organization told may or i did it for some other organization ten years ago. So now you have more information from them and that’s. Great. So that gives you an opening to ask them for a gift for this year. Okay. Very simple action. Step from the principle of the plan. Giving agency clear, meyerhoff. Thank you very much. Thank you, tony. You’re the best. Thank you. A little more. Live listener. Love going out. College station, texas, brooklyn, new york. Troy, new york, tokyo, japan. Konnichiwa with me now is amy sample ward? You know her she’s, our social media scientist she’s a membership director. Hey, how are you? I’m okay. I wish that i was in the studio with you today, but i was feeling a bit contagious and so decided that maybe putting a phone line in between us would be better. All right, i appreciate that. And so does everyone here, amy. Of course, is the membership director at in ten non-profit technology network, and she is co author of social by social ah handbook on using social technologies for social impact, you’ll find her block at amy, sample ward, dot or ge and on twitter, you can follow her. She is a at amy r s ward what’s the r for amy r s ward it’s for rene. Amy renee alright, well, welcome back to the show. Thanks for having me great every month we have you, of course, and we’re talking. Yeah, i’m glad you think so. I do too. We’re getting engaged, getting engaged part for we’re talking about staffing this time. What? What? What is your advice for getting started on figuring out who should be staffing social engagement? Yeah, i mean, i it’s a question that i actually get asked all the time. You know, i think people have gotten somewhat used to at least aware of all the conversations happen about which tools and how you know how some organization is using their facebook page. Or you know how someone has run a contest on twitter that now a lot of the questions are more like so who who will do that who’s actually going to run our contest? Hundred er who’s goingto set up our facebook page and the there is kind of this general sense that because these air, newer tools we should have, you know, those really young people just out of college or, you know, the board members, kid or whatever, you know, they should be the ones doing it, but they’re just so naturally savvy, but at the end of the day, what you’re really saying is, you know, you want those most public, most social, most very personal channels with your donors here, supporters, your longtime activist to be managed by someone that isn’t connected to your mission that isn’t part of your staff that isn’t seen all the other work that you’re doing, because ultimately, that person that’s managing those social channels is also listening and is able to kind of, you know, tie things together across the organization because they could say, hey, it looks like a lot of our facebook fans are talking about this new programme and we haven’t even announced it, you know, on facebook properly, what should we do? They’re clearly excited and can go to those program staff, you know? And if that person that’s that’s managing those channels is really just a volunteer or a new intern or, you know, someone that isn’t fully in the organization, they’re also not in a position to make those connections, nor are, you know, is the organization setting them up to be out there, you know, connecting on behalf of them right now, let’s, let’s think of the smallest organization, maybe really just one or two people, the best they can probably do is hire somebody to be to do this part time, right? So part time would be okay for you. You wouldn’t object to that? No. You know, i don’t actually think i mean, sure, if you have ah, if you have the capacity to have someone managing all of your social activity full time, then you know, i’m not certainly going to say, don’t do that. I think that is terrific, but if you are one of those organizations, you know, you’re one full time person and then a part time person and, you know, you don’t really have a lot of capacity. That’s fine. You can still succeed. You can still valuable have valuable engagement with your community, even if you’re not doing it all day long, but again, it needs to be someone that is sitting in a staff meeting so that, you know, when they start tweeting about that program, they actually know what the program is, you know? Or, you know, conf feedback into what’s going on so it’s less about how much of the time you’re doing it and more that the person who ultimately is out there engaging in posting content is the rest of the time also, you know, involved with that, and that relates teo, a couple things that you and i have talked about in the past first, you know, going back a ways, you know, of course, every charity doesn’t need to be on every social network you use, the ones that are most valuable for you. And, you know, you and i have been through that and use the ones that you are going to be most effective at and have the time for. So, you know, we have to pick these things judiciously. Andi also relates to what you and i talked about last show on talking about engagement, which was december fourteenth that all this needs to be tied to your mission and basically you’re saying today that the person who’s managing this for you also needs to be tied into your mission because they’re actively involved in your office day today or on a part time basis exactly. I mean, when that person, you know, for example, posts on facebook, great, we have this new program and then immediately, you know, people that are in support of it but have questions about a bit are posting those questions on facebook that person can’t just say, well, i was just, you know, my job for today was just a pose, that announcement, you know, they need to be able to get in there like we’ve talked about in in previous shows, you know, tohave that rial time engagement to show publicly that they’re responding to those answers, and the only way they can do that is if they know more about that program than the announcement they were given, you know? Yep, yep. Okay. Now, if we are going to use an intern, i mean, we certainly could plug the intern into the day to day office work the way you’re describing, right? I mean, we wouldn’t want to turn down the intern. We just we wanted going to engage them the way you’re explaining. Yeah, and i, you know, i think that that’s a great point and i definitely agree i think that the question or the potential issue that comes up for organizations that do put some of that social channel management into the interns plate in addition, you know, to knowing about the programs and green involved with the rest of the staff, is that internship by their very nature are normally for a semester, you know? And so at the end of that semester is doing the next intern know what was going on? You know, planning for continuity in that voice online is much harder when you know, every three months there’s a different person behind it. So, you know, i think that’s more of a struggle for organizations than just having, you know, part of a staff person job to be that because there’s a bit more continuity there because that person doesn’t change. I hope that person is not changing out every three months. So part of that khun b documentation and making sure that whoever it is in turn or otherwise, who’s manages managing those channels, you can have some qualitative components to their weekly metrics or whatever they’re tracking that says, hey, i’ve noticed, what can i say? Things like this? I get a better result so that that new person that comes in just three months later doesn’t have to relearn the kind of, you know, words that the community were sandra, or the kinds of words that maybe they shouldn’t use. You know, some of that more qualitative. I’m sensing this there. I’ve noticed this so that it’s maur. Now i don’t want to use the word documented, but it’s well and there’s continuity transparent for other people, okay, yes, yeah, okay, all right, you’re right, important qualification around use of of interns or anybody that’s going to be limited time. We’re going to take a break and amy sample warden, i’m going to keep talking about getting engaged in around your staffing. Stay with us. You’re listening to the talking alternative network. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back, more live listener love going, teo kind of god would japan konnichiwa monisha ali’s, columbia ola bueno start is on somewhere in the uk we can’t tell exactly where somewhere in there there’s someone listening and roseville, california power river, british columbia welcome all live listener love and, of course, there’s live listener love right here in the studio from altum pandu jersey, because my parents were here and from indianapolis, indiana, because my wife is here. So amy rene sample ward, we’re glad that you didn’t come with your sickness. Thank you. I am sad because i wanted to meet everyone know? Yes, we were looking forward to it, but we’ll arrange something else. Um, let’s, keep talking. Obviously about staffing. So we know way. Understand your ideas about who should be doing it. You and i have touched on this subject a little bit about policies, but not in a lot of detail. I’m sure there are policies around who owns the account. What types of things are appropriate? Why don’t you help us understand that? Yeah. I mean, i want to start at where we kind of left with the intern conversation. You know, if this is a really small organization, and you’re really just getting started. What happens most often is someone creates, you know, a twitter account, for example, i’m going to excuse myself so say i was a one and a half person organization, we were just getting off the ground, i just wanted to have a way to kind of create buzz and make sure i was listening to the community as we were starting our organization. Your this is your caligari ate my twitter account using my name and because that’s who i am and, you know, we don’t really have a lot figured out just yet, just getting off the ground and time passes, our organization grows, and now it may be a year later and i have staff and the staff are saying, great, we want to set up, you know, a twitter account, but now everyone is just following you as a person, which is fine, but, you know, then you don’t really have the framework remind, you know, in those channels to transition the community very easily and, you know, so i’ve seen organization struggle with that when they get to that point of, like, oh, gosh, everyone’s following this person. But, you know, we want to open the conversation up so it’s not just them, you know, tweeting during the day about work and then tweeting in the evening about the baseball game like, can we? You know, let’s transition to a formal organizational account? But how do we, you know, get those people over here without them just dropping off? So, again, some of that continuity planning has to happen in the beginning where, you know, where do we want to go? How do we want to set up these channels? And part of that is in the policy so that whatever policy you create when you first get started, you know, this is maybe just focused on twitter and facebook, but it’s set up so that, you know, the protocol of grated uses are, you know, funders of our logo and it has a photo of, you know, the staff page, maybe and whatever and that way, anytime in the future, when you add new channels or you want to try out a new channel that’s just, you know, magically appeared on the internet one day staff for you as that hit didi. And the baby can follow the same will know that you’re not setting it up to go in all different directions. So that’s one version of the policy, you know, if you’re a small organization, just setting up accounts at all on the other side of those organizations that have accounts already and have staff that are trying to use them. So what are those policies that support? Like we were talking about the continuity, but then also support staff knowing who uses these channels? Because if they feel like they’re supposed to be using them and they don’t want to, then you just create that animosity of hate twitter and i were apparently all supposed to use it. Normally you’re not awful, steve, you’re just, you know, need to have some resource is internally, so they know great. These are the people that tweet for this program, and this is the person who sends out, you know, the email promotions for this other program, and whenever i have content for them, i can go give it to them. But you’re not saying great now we have the social channels is an organization, and everyone has to use them, okay? Okay, what about let’s go further in these in these policies, working from home you as membership director of inten you do you work from home on ten is very distributed lots of organizations are what about policies around home usage and and using your home hardware? Yeah, so we have organizational policies about the, you know, actual, like computers and phones and printers and stuff that we have in distributed staff home, but when it comes to engaging online, if it can be helpful in a way, because our policies are that, you know, if it’s east coast time and i’m awake, even though i’m not the primary voice on our social channels, i watched that much more closely when i wake up in the morning because i know megan, who does support our social channels who’s in san francisco is not awake yet and because we serve members all across north america and all across the world, really, you know, we want to make sure that not that we’re saying everyone has to be plugged in twenty four seven checking, you know, checking twitter at eight a m on a sunday, but if it is a work day, and i’m already awake and working. I might as well have that window open so that i can make sure someone is being responsive and that you were there to answer questions. And once megan wakes up, we kind of hand the baton across the country, you know? And then she can take take it from there. All right? All right. We have just about, like, a minute and a half left or so how do we how do we predict? Ah, speaking of time, how much time this is going to take for the for the staff person? Yeah, i think that the best is to start small it’s also best, you know, i think we’ve said this on the show before, you know, don’t by listening, you know, service that is thousands of dollars. If you haven’t even started listening to free, you know, via free tools yet or, you know you haven’t investigated what’s even in your google analytics before you go, you know, try and buy some extra tools that the same is true with staffing, i think start small, especially if it is someone that’s already on staff, so you don’t have to go try. And hyre a new person when you don’t yet really know what you’re looking for. So even if it’s just thirty minutes a day, you know, five days a week that’s dedicated to that effort so that whatever staff person it is that’s doing that can can be active can be engaging the community, but can also be saying, hey, i think it really for our organisation and for the amount of community we have, i really think it needs to be two hours a day, and i can’t do that, or i’m fine half an hour a day or, you know, maybe hey, this thing’s full time, i you know, through doing it half an hour a day, i’ve seen all that we have going on, and this is i can help structure that job for this new hyre so i would say start small, even if it’s just thirty minutes to an hour a day with an existing staff person so that you, as an organization can say, great. This is really what we need this job to do because some organizations have, um, a staff person that manages the social channels as well as a program area. Okay, meantime, organizations have them, you know, they’re on the communications team, and they’re often doing some of the email marketing, but then also the social channels and the organization that is dedicated to those online profiles way have to stop. We have to stop there, amy cookie cutter the answer for organizations that they need to try it out internally just to figure out what their need is before they could fill it. We have to stop there, amy sorry, amy sample ward, you’ll find her blogger at amy sample ward, dot or ge, and on twitter she’s at amy rs ward amy run a sample ward. Thank you very much. Thanks tony. Next week, e-giving twenty twelve and a twenty thirteen forecast rob mitchell, ceo of atlas, of giving, returns to review last year’s fund-raising by sector and mission and state, and he’ll give us his forecast for twenty thirteen i’m pleading, can you please rate and review the show in itunes? I know you don’t have to go there anymore because you’re listening by podcast most of you, but if you could make the trip, i’d be grateful. Make the trip to itunes rate and review the show live listeners, please. When this show is over, open a window. Goto itunes rate in review give us a one through five star rating, please, wishing you good luck the way performers do around the world were still in serbia, bosnia herzegovina, montenegro and mathos. In serbian, the language of those countries break a leg is slow, may know goo. So, for this week, i’m wishing you slow me. Nobu. Our creative producer is claire meyerhoff. Key influencer tony martignetti. Sam liebowitz is our line producer, and the show’s social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, i very much hope that you will be with me next week. Friday one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. I didn’t think that shooting the ending. You’re listening to the talking, alternate network, waiting to get me anything. E-giving cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com now broadcasting twenty four hours a day. Hey! This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s, time for the truth. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you. Society, politics, business 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 so gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education listening. Tuesday nights, nine to eleven. It will make you smarter. Told you.

122: Candidates For Causes & Computers Crash – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Robert Egger, president of cForward

Scott Koegler, editor of Nonprofit Technology News

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host on december twenty first. Oh, i very much hope that you were with me last week. It would cause me pain if i learned that you missed get engaged. Three amy sample ward is our social media scientist. She continued her siri’s on online engagement with gold setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas directly related to your mission and assigning metrics. That is what we talked about. I need an intern here, so edit this copy. Amy is a membership director for the non-profit technology network and ten, and she contributes to stanford social innovation review. Also, we had dutiful documentation. Jean takagi and emily chan are legal contributors, explained the rules from my rs on what should be in all those acknowledgement letters that you send for two thousand twelve gif ts this week, candidates for causes robert eggers, president of sea forward working to rally candidates around non-profit platforms he and i will discuss how to assess those candidates in your local races and getting the non-profit agenda before them and how to support the candidates who step up also computers crash scott koegler, the editor of non-profit technology news and our monthly tech contributor, reminds us that technology can let us down. Your computer hardware will only last so long, so you should have a plan for replacing it. To avoid a crisis, i’ll talk to this former chief ah what’s the eye for, um information officer seo about the hardware lifecycle budgeting, training and planning damegreene eden intern also between the guests on tony’s take to my block this week is i am grateful and i’ll tell you what i’m grateful for. If you’re on twitter, you khun, join us, the hashtag there is non-profit radio use that hashtag wildly and it’s my pleasure now to welcome robert egger. He is the founder and president of sea forward on advocacy organization that rallies employees of non-profits to educate candidates about the economic role that non-profits play in every community and to support candidates who have detailed plans to strengthen the economy that includes non-profits and you’ll find they’re site at sea. The letter c forward dot org’s robert is also president of d c central kitchen, where food donated by hospitality businesses and farms, is used to fuel a culinary arts job training program. The kitchen is a ten million dollars a year self sustaining social enterprise. Since nineteen eighty nine, it has produced over twenty six million meals and helped a thousand men and women gain full time employment. In twenty thirteen, robert will open l a kitchen on the same model it’s. My pleasure to welcome robert egger. Robert. Welcome. Thanks, tony. Happy holidays. Thank you. Happy holidays to you, it’s. A pleasure to have you on pleasure to be here. What is the non-profit role in the economy? Why should why should candidates be paying attention? Well, it’s a bold statement that i believe that there is no profit without non-profits theirs. If you think about what community can attract a business or new new visits or young couples stay and maybe have a have a family, if they don’t have arts and culture, they don’t have communities of faith, education, healthcare, clean environment. You know, those are the things that the non profit sector produces. So you know what we’re saying is, look, there’s, a new civic mathematics that must come and play if the economic recovery is truly going to work. And that’s saying, in effect, that both non-profits and four profits are equally essential toe every city’s, every communities, every state’s, every country’s vibrancy. So what we need to do is elect people who understand that so we can move beyond the kind of old notion that dot com businesses drive the economy will dot or charities just do a good deed, very good, no profit without non-profit now the non-profit sector is about ten percent of our gross domestic product is that do you agree with that? Yeah, it is an effect, but, you know, if you really drill down a bit, which you’re looking at is in most cities non-profits are one of the top three employers, and so for example, in cities like new york, they’re the number one employer in the city now beyond that and again, i really want to emphasize a lot of people will say, well, that’s, not good, because the non-profits don’t create value, they don’t create revenue there and see what we’ve done is we kind of confused the word non-profit with not creating anything of value, but let’s, let’s, cool down just on the taxes i’ve seen this a lot recently where people say, non-profits don’t pay tax xero and i tell you what, brother, try and run and city without the payroll taxes non-profits pay every year and more importantly, trying to run a city where the city’s tax dollars have to go to make up for what non-profits do often times with money that’s brought in from outside the city. You know, we’re one of the major sources of outside investment in every single community. So a smart mayor we’ll understand there’s a tremendous potential to, for example, double the amount of money coming into the city or the state via the non-profit sector. By helping us, you know, say, in effect, what do you need? Can i help you develop partnerships? Can i help you? Uh get grants? What can i do to help you? Being the kind of resource is into this city or state that will help it grow and employ more people. How big is the non-profit sector where you are in washington d c we’re twenty six percent of the employment base in washington d c so when we look at the mayor’s race, for example, in two thousand fourteen were heavily democratic city. So the spring democratic primaries pretty much how we choose the mayor. So the goal is to say to the non profit sector, look, you know, it’s important, and i mean, many of you have historically kind of rallied around your individual cause, you know, housing the arts, aids, whatever and that’s important. But there are strategic moments when you need to let go of your immediate issue and stand together for the all boats must rise questions that i think are essential to be asking candidate. But again, what we’re trying to say to any candidate and and all the competitors, particularly when you look at a place like new york city next year where there’s a mayor’s race and his mayor bloomberg steps down there’s gonna be a lot of competition. We want to say to all the candidates, you know, whether you understand it or not, this is probably one of the biggest special interest groups in america that has yet to be courted and that there is a there is a potential political strategy here and an opportunity for candidate to who again can understand this new civic mathematics and again reach out to the sector and say, look, i’m moving beyond the kind of, you know, flowery rhetoric of i heart. Non-profits yeah, and i’ve got a detailed plan for if you will like me how i will partner with you from day one, you want to do social enterprise, you wanted micro credit to create jobs, man, i am your best friend, you know, you want to use volunteers, particularly our elders, who is very essential that they stay now have been engaged, you want to use those elders and meaningful voluntary activity, bring it on, you know, i’m one of those people who’s who i respect and understand the process, but i’m there’s the fierce urgency of now and frankly, after twenty five years in this business, i’m kind of bored of educating candidate yeah, i sense of a sense of frustration. Well, yeah, i mean, i feed poor people. I work in the basement of the biggest shelter in american i know what charity can do, but i know what we can do and the notion that somehow we’re supposed to keep moving on where we’re has to. Do mohr form or with less and be quiet about it now again, please understand, when i talk about frustration and not being quiet, i’m not talking about being belligerent are throwing bombs or being confrontational. I’m proposing, you know, an economic logic that says, in effect, just stop and listen, you know non-profits aren’t they actually create tremendous value? They are essential to any economic recovery, right? I want to talk about the recovery. Yes, right. And you’d be smart to really embrace us as partners. Okay? I love that. I like that a lot. No, no profit without non-profit and particularly in light of states trying to recover from several years of bad budgets. Do you have a sense of the role of non-profits in california? Bunny chance. I’m sort of putting on the spot. Do you know tremendously? I mean, look at san francisco and l a will both have mayor’s races next year, right? And no matter where you go, but do you have a sense of the role of the non-profits play in the state generally or in any cities in california? Oh, i mean again, you can’t go to any city in which there. Is not the non-profit sector isn’t one of the predominant employers. Okay, so that’s true in the central valley? Look, att cities like fresno, stockton, baker’s field, all of them killing bankruptcy. Yeah, this is the perfect opportunity when you, when you start to think about who’s going to come in and be the mayor and pull a city out of bankruptcy, this is an ideal time for candidates to kind of almost break free of the old kind of cemented notion of how you build the economy, which is let’s, attract a big factory or a stadium or, you know, municipal bonds. What we’re suggesting is that non-profits particularly those like the d c central kitchen. You know, we have multiple businesses that employ graduates of our program that might be going back to prison. We pay a living wage we and reinvest all our profit back in the community. Frankly, we’re the best friend any mayor has. You know, business is like the kitchen, and they should be aggressively trying to court and help mohr kind of transition from the traditional kind of service model into the empowerment model on. So i think that my my thing is you’ve got to elect people who understand that and again on day one, say, let’s work hand in hand. Business government non-profits altogether to rebuild the city in the state, even before day one. We want to get candidates adding the non-profit agenda to their platforms. And right now we’re going to take a break, robert. But we’re gonna have a chance, plenty time to talk about how to get their attention. What to do once you’ve gotten their attention and then using platform like, see forward how to endorse them. So i hope everybody’s going to stay with us and robert eckert certainly will, too. Talking alternative radio twenty four hours a day. 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Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier and make more money improving communications. That’s the answer buy-in hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. I’m sorry, i can’t send out live listener love today because this show is pre recorded. It’s ah it’s tuesday before the friday that you’re going to be listening on the twenty first, so grateful for all the live listeners, but i can’t send you love city by city the way i like to do robert eggers, egger is with me and we’re talking about candidates for causes. Robert, how can we start to get the politicians attention? We’re talking about candidates now candidates, how can we get a candidate’s attention? Well, you know what what’s great is one of the vehicles we have, and this is the strategy were employing is saying, look, it’s it’s very it’s, almost impossible for organizations to be political themselves again. That’s part of our five a one c three charter ratification can’t before against any candidate but the private citizens who work at those non-profits can and that’s our strategy and see forward saying there’s ten point four million non-profit employees now what’s exciting is you look at that thing’s like twitter and facebook there isn’t a candidate out there who doesn’t have a facebook page or twitter account, and there isn’t a candidate out there who doesn’t have a staff person monitoring those accounts every single day. So in effect, what you have is the press conference that never ends. You know what used to be that moment where they could say no more questions, no more questions, and they were gone? Or if you might have had that opportunity at a press conference or a session to say mr cain and mrs kennedy, what do you think of the non profit sector? How would you partner? They could say, oh, i love the non-profit sector, the backbone of the community, thank you very much and split. Now we have the potential tohave literally if you think about it in cities like new york, l a, minneapolis, seattle ten thousand people every single day, relentlessly asking through facebook and twitter, what is your plan? We are one tenth of the economy, you know, one tenth of the workforce we channel the energy of millions of volunteers were major sources about sent investment what’s your plan and i think that that’s, the potential we have that we’ve never had before and that’s the seat forward strategy what we do, we’re almost like kiva in that we identify candidates all throughout the country. Last year we identified fifty three on sixty different candidates from, you know, races from mayor’s races down to city council. We’re going, we’re gonna have time to talk that way identified people who come from the nonprofit sector, okay, people, just like you and me, people who sweat out payroll there dedicated to make their community betters and now they’re standing up and running for office. And if they’re elected, they’re the kind of people who might stand up a city council member member meeting state legislature and eventually even you know, the house in the senate and really say, wait, wait, wait. I know this piece of legislation you think is important and will work. I work in the nonprofit sector. I come from the sector. I let me explain to you how it really works. Okay? This is essential. Not just for us is a sector, but for our country. Brother, you know what we’re saying is, look, will identify all these people and then you can come to our website and then you is private. Citizens khun go through our site to their website and give them directly. Okay, robert were saying little your you live in miami, you have you have a vested interest in helping somebody get elected in minneapolis, right? Robert? We’re gonna have a chance to talk about see forward and the success you’ve seen so far. Um, the only caveat that i want to add it just sorta amplify what you suggested that on. We’ve had a show about this with jean takagi and emily chan are legal contributors. When people are doing this sort of lobbying for the for the sector, they have to be careful what account they’re using. They shouldn’t be using their their company account, maybe they shouldn’t even be doing it on, you know, on the charities time. So just a just a caveat that politicking is important, but you have to be cautious about when you’re when you’re doing it on whose account you’re using and on what time that’s all and really, i’m really glad you brought that up, tony, because, you know, this is something you have to be wildly aware, like, for example, i’m at home, i’m using my private line. Right now, i can’t you know, i don’t do company time when i do stuff it’s, my private email or private twitter accounts that i do this work on or my c forward account. But that is it very important. Caveat you bring up well, yeah, you’re right, private citizens. But it has to be on your old time with your own account. Okay, alright, enough said. And we have and listeners could go back teo, show about politicking with gene and emily and listen to that for a lot more detail on what’s permitted and what’s not, um all right, so you want a you want a grassroots campaign to get the candidate’s attention? What kinds of? Well, i guess you’ve already you sort of laid out all the talking points. You just you wantto be able to specify what the impact of and the value for of charities is in your your local community in your state, you want to be ableto throw some stats in them at them and get their attention that way. But, you know, we also have an ask, you know, we’re making a point again. No profits without non-profits, but even if we elect a very smart candidate, you know, he or she on day one is going to be pulled fifty different directions. So what we’re proposing is, if you really understand its and particularly the role we play in attracting outside investment through grants or contracts, then why don’t you appoint a dedicated point person? For example, connecticut’s governor, governor malloy has a dedicated non-profit liaise on, and mayors in denver and los angeles have a dedicated staff person. And, for example, in denver, a very small office there, the office of strategic partnership has brought in almost fifty a million dollars in four years into the city from outside the city. New money? Uh, so again, that idea of a dedicated point person we think, is very strategic. And, you know, what we’re looking for is the kind of unifying principle for the sector that, again, we’re a very diverse group of people. We have a million different missions and sometimes their counter, but again, my bag is, you know, what we need to do is at the strategic moment and if i can a little, you know, illustrate a second, i always say, for example, tony, you and i have to have dry cleaners were right across the street, and we hate each other, you know we’d love to see each other’s business fail, but if somebody comes into town and wants to regulate its small business in a way that might impact our businesses, we might not drive down together, but we’d end up in the chamber or the board of trade, and we’d be we put aside our differences for a moment because we have a shared interest and that’s the thing that non-profit sector is never embraced, that idea of strategic moment in which we have shared interests well, there are in that election time. Yeah, that while there are coalitions like independent sector that try to bring the try to bring the sector together, especially now, i see that, you know, they’re very active around the deficit reduction and fiscal cliff discussions. So but those air, those air national coalitions and, you know, i think the broader you get, the more i guess, the more general and vague your talking points are in your and your calls for action are i would like to see it on the local level. Mohr yeah, i agree, and that’s why we’re focusing on the local level, you know, eventually we think that, you know, eventually we want to see presidential candidates openly discussed this i’ll be honest with you. I was really shocked that neither governor romney nor president obama and, by the way, the first president who got his first job in a non-profit neither mentioned philanthropy, neither mentioned the non-profits and again, the third biggest employer in america and each talked vigorously about manufacturing, for example, yet we are only percentage points away from employing the same number of people in america is manufacturing. Okay, so let me let’s talk more about some of the the actor calls to action, so so we’d be asking for a dedicated point person for the charity for the community forward is after now, okay, one example and i’m not trying to say by our product as much as we are one breakthrough, i believe idea, but we are hopefully the beginning of many different strategies to get candidates on par with us. Ok, but what other calls to action now? We would be be asking candidates teo to embrace well, i’m a big believer in social enterprise and micro. Credit and you know the idea, for example, it’s one thing to have a really great domestic violence shelter in your town fully funded, well, run, but ultimately those women gotta leave and ultimately, you know, but tragically, many women who come in or have no credit history and oftentimes very difficult time getting a job. So imagine, you know, a flip from the service model and saying, in effect, okay, how can we scream, help them create their own businesses and again think about we’ve raised an entire generation doing service, so i’d like to see a mayor who looks at all the universities in the town and sees, you know, school system bursting with a generation raised doing service who are now in the business school, who might come down and help a domestic violence shelter, develop business plans and demerol might say, i love this idea. So if you develop a a, um micro credit program, the city will match it dollar for dollar and i’m going to let three other partners with us so that every buck of private citizens put in will match in three, two, one let’s get people working again, i think that’s. What’s missing is seeing the non-profit sector is a potential job creator. Okay, do you have another example of ah call to action that we be insisting our candidates do before we’re going to endorse them because they’re they’re pro charity community? Yeah, i’m a big believer a we need great new metrics. I mean, for heaven’s sakes, you know, most cities have know idea you can’t ask a mayor how many non-profits today do you have in your community how much payroll taxes do they pay? How much money do they bring is so in depth analysis is essential, but another thing i’m really interested in is the contract process. I mean, we need mayors and city council members that they in fact, we want to get more of these non-profits of potential do contracts with the city because, again, they they’re motivated to pay a good wage, and they re invest their money back in the community versus making individual profit. But to do that, we have to lower the bar a little bit to help more people in, and we also very much need to expedite the reimbursement process between city and their contractors. So that non-profit organizations don’t go broke waiting to get get paid for services rendered, okay? So there’s a place where the corporate interests and the charity interests are overlapped you bet every everybody has list in that i was i was really impressed. Governor schwarzenegger appointed one of the first governors to appoint a volunteer coordinator on his cabinet, saying, in effect, look, we’ve got, you know, millions of older people but millions of younger people for whom service it’s part of their lifestyle now, and we’ve got a state that very well might have, you know, a natural disaster somewhere in the future. I don’t wanna wait until after the fact to try and get things coordinated let’s have a plan now, and i think that was a very, very intelligent way to look at the human capital that the charity, the charitable sector sector kind of channels volunteerism as a dynamic part of the city’s future of the state future. Now that we’ve identified candidates who have a pro non-profit agenda on there as part of their platform, how can we start to show our support? Well, i think is to get a private citizens you can, you can contribute. You know, i’m a big believer that even though we heard a lot about, you know, the billions a million spent in these campaigns that, you know, down the road, you know, those those the campaign will be more more driven by new media, which is free and pervasive. So i think that, you know, spreading the word about candidates contributing but also getting out there working for him, but what i’m interested again, it is not only backing people who come from the nonprofit sector but actually helping people who are in the sector now realize, you know, maybe you should run, you know, maybe the city, the state needs you, you’ve been a tremendous, tremendous supporter of this community step up and take another another step up on the chain, but again, what i’m trying to say to the non-profit sectors we gotta win, we have to support those men and women, our peers who step out and say, i’m willing to step up and take, you know, take a, you know, a bigger bucket of water on my shoulder for the larger you no benefit of the sector in our community, we need to get behind them. Okay, really, you know, support them in every way we can understood. And there there’s the role of sea forward. So let’s, take a couple minutes, talk about, see forward you you identified, i counted sixty one, endorsed sixty one candidates who had a non-profit friendly platform. Eight of them see forward specifically endorsed. And there were thirty five winners out of those sixty one. Yeah. And in fact, what makes it interesting is we have people throughout the sector nominate people. Look, you know, we’re trying our best here, but, you know, there’s not a whole lot of money in this. I’ll tell you, tony, i mean, it’s not like that, you know, the czechs air flowing in. We’re not competing with any super pac. You’re nowhere. We want teo what we’re saying to the non-profit sectors throughout the country, if you know somebody who’s running, nominate him, put him up on our page, and what we’ll do is we’ll look for those candidates that we think really have a tremendous opportunity, but well, even if we don’t endorse them, we’re at least giving them exposure beyond the small town where they might be running for city council mayor. And we’re saying all the ten point, million, ten point, four million non-profit employees check out this site and do a little shopping, you know, look around and see if you see a candidate, did you think? Wow, you know, that person is again four states away and a little tiny town, but wow, that’s a tremendous opportunity. What a vision i’m going to give him twenty bucks. What the hat? You know, when you’re running for a city council race in a small town, you know, fifty bucks a hundred bucks that that could go a long way, so never underestimate what ten million one dollar bills khun due in the political process in america, to get people who think again understand the role we play, it will be champions, not just for us again don’t don’t don’t mistake what we’re doing is somehow, you know, just trying to preserve the cut of the pie for the nonprofit sector. What we want is intelligent people elected who understand the new civic mathematics of how community thrive and grow. Robert, you had mostly of most of candidates were local from the twenty twelve election cycle, but you did have three. At the national level and and also the governor of washington state among those thirty five winners. Yeah, again, we’re really looking actually the person who was hunting who was nominated, i don’t think our candidate for washington state won the governor’s race, but a way had a pretty good track record of candidates who eventually want some with our support and don’t get me wrong that we just endorse. We just said, xero candidates that we think a really strategic and smart, so it was like it, sam saying, for example, who was the first indian american elected to the state legislature in michigan? You know, he ran the state association, he was the mayor of east lansing prior, and he would also he has also done amazing work promoting social enterprise in the city of detroit. So these are the kind of people we think when that, you know, sam will be out the statehouse really advocating for, you know, again, the economic role that we play in helping a state like michigan, which is behind the eight ball. You know what? A lot of states are really struggling with big deficits, so what we don’t want is people who think, you know, wow, these non-profits air getting off, you know, with a field day they’re you know, they don’t pay taxes and there just, you know, sucking money out of the economy to do good deeds. We want people to understand no, no, no, no, make no mistake, there is no profit without non-profit robert, i’m gonna switch the focus to you personally. What is it that you love about this kind of advocacy and endorsement work? Well, you know, i’m a big believer in no waste, you know, i started the kitchen because i hated seen food being thrown away, and i volunteered one night to serve the poor and saw men and women standing outside in the rain, and i had worked in a business that needed employees, so my bag has always been i hate seeing things that are still have value but aren’t being used to their potential, and i believe the non-profit sector and our vote, our classic examples of a tremendous american asset that are not being utilized, you know, i just came along to the food we throw away and the people we value have tremendous potential, and i think we proved that here at the d c central kitchen, so i’m just following the logic model of don’t throw anything away, don’t waste anything, don’t undervalue anything just because of the traditional way we used it in the past, no profit without non-profit. Robert egger is founder and president of sea forward. You’ll find that at sea, the letter c forward, dot or ge robert, thank you so much for being a passionate, enthusiastic guests, thanks so much pleasure, tony. Man, i wish you well, my brother. Thank you, robert. Now we’ll take a break, and when we retired, it’s tony’s, take two, and i’m going to explain what i’m grateful for. Stay with me. You didn’t think that shooting getting ding, ding, ding, ding, you’re listening to the talking alternate network, get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. 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 hi there, time for tony’s take to my block post this week is very simple. I am grateful there are a lot of people that i’m grateful to, and i list them in that post on the block, but among them is you because you are listening to the show. I hope you’re listening often. Some listeners are very new, just within the past few weeks or months, and there are about a hundred or so that have been around for the two years that i’ve been doing this more than two years, and i’m grateful to each of you. I’m grateful to you for listening to the show. For those of you who get my show alerts by email every every week each thursday, i’m grateful to you. Thank you for letting me into your inbox once a week. I’m grateful for your support for your support of the show for your listening to the show, however it is that you propagate the show if you tell other people about it, if your forwarding those weekly email lorts that you get, however you’re supporting the show, i’m grateful and i want to thank you very much and you’ll find. A little longer list of people who i have gratitude for on my block at tony martignetti dot com that is tony’s take two for friday, december twenty first, the fifty second show of the year and the last of the year. My pleasure to bring on scott koegler scott is the editor of non-profit technology news. You can follow him on twitter he’s at scott koegler. Scotty koegler welcome back. Hey, tony, good to talk with my pleasure. We’re talking about computers crash. So you mean hardware is not gonna last forever? Yeah. You know, i have to say that when i was a cia, we’ve spent a lot of time and lots and lots of money on replacements and lifecycle transitions and all that kind of thing that, um, just, you know, you have to do with computer systems. I kind of changed my opinion over time, but it really depends on the on the situation that you’re in. So, um, i guess that’s what we can kind of talk about. Yeah. Okay. Um, well, how has your how is your opinion? Evolved? The used to be that the computers that you used, uh, ran an operating system. And that really hasn’t changed a bit. Still operating systems all the windows variations, there’s, mac stuff and there’s all kinds of one expiry ations. And it used to be that the applications that ran on those operating systems and turn ran on those computers dependent very heavily on the technology itself. In other words, the processor you know how strong how fast, how many bits is the processor, thie amount of memory, the size and speed of the hard drive. All those things were really critical because as a cz we migrated from the nineties into the two thousands of now intothe ten pluses, uh, at application software has always become the larger files more complex required more more horsepower essentially to run them and some of that’s still true. If you’re heavily involved in graphics, video production or audio production, you still have to have all that. But what’s really changed the game is cloud computing. So why has that changed? You might ask. Oh, okay, well, you and i have talked about it, but go ahead. Why has changed? The reason is that you’re really not depending so much on the hardware or the operating system for that matter, you are dependent on the connection. Um, so, um, so if you have a good connection, if you have your applications and your data in the cloud, then really, you can you can use almost anything that will support a browser. So so that that’s that’s where my opinion has changed, however, there are still reasons to change your hardware. And so now that i’ve kind of cleared the air on that talk about okay, well, we still need to change it. Listeners well, and i i appreciate your honesty. Your opinion has evolved. That’s. Very interesting. So there are. So so you think it’s okay now to push the hardware beyond what used to be, i guess, a strict like three or four year replacement timetable again. It depends on your situation. If you are running your your applications in house, if you have a ah constituent management system that that keeps track of your all of your donors and your constituents, your activities and that’s running on a network inside your facility. Okay, then you absolutely do need to pay attention to the age of your equipment. Because again, the applications get more complex that require more horsepower. And not only that systems break hard drives breakdown and computers breakdown. So, you know, there is a kind of to get ahead of the curve of the breakdowns you want to pay a lot of attention to. How old is each piece of equipment? What is? What kind of applications is it running and, you know, what’s the best deal this week of this month that i could get on a replacement unit. Okay, but if you’re if you’re more more of your work is in the cloud, then it may be okay. Toe hold on to hardware longer because, as you said, all you really need is a hardware that will support ah, browser. Exactly. Right. Exactly. Right. Okay. There are a couple things that kind of still go against that. And that is the operating systems themselves. Uh, there’s there’s a surprising number of companies and organizations. They’re still running windows? Yes. On one that’s. A little dangerous, right? That think microsoft dropping dropping support for that. Yeah, even even is uninformed is i’m about technology. I remember seeing videos six or eight months ago that my panels of microsoft engineers explaining two customers. Why? They wouldn’t be supporting x p and why they should move to the next operating system. So why don’t you just give a little explanation is i think there are still a lot of officers running windows expert why is that risky? Um, you know, the departed that it runs and experience has been historically one of the most stable versions of of windows that’s been around, um, and, you know, people argue that back and forth, but the fact is that if you don’t have updates, it’s more vulnerable to being attacked by viruses and hackers, all those nasty things that happened to computer systems, and eventually khun lied to either just the computer system crashing your dying completely, becoming unusable four for the villains stealing your data and interrupt your important work that gets done on that computer and that’s what it means, if microsoft is no longer supporting the xb operating system, then they’re no longer issuing security updates and bug fixes, right? Absolutely right, exactly. Okay, um, if we’re going to be extending the lifetime of hardware, and that probably happens in a lot of officers even where there is locally run applications because because of budget reasons. What are some things we can do to reduce our risk of working with these older machines? The kind of going along with what i just talked about? What windows x p one of the things that can be done is upgrading the operating system to a supported operating system and in some cases, hyre. For instance, moving from expert to windows vista may not be a good thing because it took it, took more hardware, took more horsepower, increased cps, more memory, that kind of thing. And by the time you add your closer cpu and increase the memory in your in your aging computer, you may as well have brought a new computers now faces. You could buy a desktop computer for three, four hundred dollars now. And, uh so replacing parts in an agent computer could cost. You have tio two thirds of that amount. So is it really, really valid too? Spend that kind of money on something that marginal up too up today. One you could actually just get something brand new, and i kind of skipped the whole the whole update. Okay, you know, okay, but if we have to hold on. To equipment longer, back-up is one strategy right for minimizing our risk? Well, yes, certainly back-up is strategy that needs to be managed and done all the time, regardless of the age of the computer, even even on a brand new computer. Of course, you need to have back-up of your data, you need to have contingency plans for disaster and think about all the problems just happened up in the northeast with storms, a lot of those computers and the electricity they ran them and the infrastructure that supported all that just, uh, disappeared in some cases, aaron, certain certain cases became unusable for some period of time. So what? What’s the contingency? What would you do if that happened? Maybe maybe better. In-kind in line with the question is, what did people do when that happened just a few weeks ago? So back-up yes, absolutely. Back it up back your software up back. Your application’s up. But more important, we have a plan for what to do when something that happened and and so these back-up should be automatic, right? We’re past the days when there’s a there’s a manual process involved in backing up. That depends. Certainly. Back-up should be automatic, especially in smaller organizations. We’re where there’s a smaller amounts of data it’s relatively inexpensive, too, to set up on offline back-up for online back-up i guess that connects through the internet to some remote, uh, location where your data is stored and the software that runs those should run automatically on either the server that you’re running your software on or on the individual no computers that are running that because, you know, data could be candy and usually is everywhere could be on the local disc drive can be on a server somewhere, so but yes to your point back-up absolutely needs to be automatic, and even if it is automatic should be tested because, you know, a large percentage of backup systems fail, and we only find that out at the time we try to actually use back-up right? So you should be testing that you can recover data that you know how to do it and that it is recoverable a cz you mentioned, you know, non-profits that were affected by sandy, there were offices that were closed for weeks, i guess a lot of people then saw the value of being in the cloud, if if they weren’t or saudi, certainly, if they were, because then all they needed was ah, web browser, and they could grab that from there could have that from their laptop that was with them or from some, some other some of their source, but then all they needed to do was able to reach the clouds. Exactly, and i’ve talked with folks that essentially used their cell phones, smartphones as a cz computer systems. They’re pretty much very small computers, right? So if you have, uh, a connection through a cell tower, which is a lot of cases during the storm was pretty much the only thing if even that was available, and so you’re able to connect out two applications running on your smartphone, maybe not being conveniently operated as you would your desktop with your laptop, but you could get there, and you could do the least very important things you need to get done. Okay, so reducing risk back-up and testing the backups, the disaster recovery plan, virus protection, malware protection. And you also mentioned some having the right policies in your article, you mentioned having the right policies on on employees. Use of the of the technology right employees are, you know, the best thing that can happen to an organization that can also be some of the most difficult sources of disasters. I mean, people make mistakes, and some some other people, um, do bad things. So, uh, you want to be sure that you have ways to get around or have contingencies, just in case either mistakes or somebody just decide they want to be not so nice and actually damage, er, we’re steal our lead or get rid of data, some other ways. We’re going to take a break. We’re going to take a break, scott koegler stays with us, we’ll keep talking about a computer crash and had a avoid that. We’ll talk a little about timeline, planning and budgeting training to stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. All right, scott, for those who do want to put together ah timetable in a plan for their technology changes updates. Well, i obviously well, you start with timing, right? I mean, how do you how do you figure out when your stuff is goingto need to be replaced? Looking forward. Ah, good point. Tony. The first thing to do obviously is to know what you have. So you need to take an inventory of your systems. And when i say an inventory, i mean very specific. You know, what is the what is the product that you have is that the desktop is of the laptop what’s the cpu and what’s the speed of it what’s. The age of when was it purchased? What’s the operating system. All those very specific. Now, the attributes that go to make up a computer and there are there are several pieces of software that will actually go across the network and scan your network and deliver you a, uh, an inventory. Okay? Because that would include that includes all your peripheral, still your printers, right? And exactly servers. Certainly. Uh, do you happen to know any of the names of products that will do that for listeners. I don’t recall them. I actually wasn’t prepared to talk about that, right? That’s something that you want to go through, we can certainly schedule. Well, what do they mean? It’s an important playing it’s? Uh, for one way or another, you need to have a new inventory of what it is they have, and then go ahead and make an evaluation of what parts of that are at risk unnecessarily in terms of breaking but at risk in buy-in affecting your organization or some organizations if they’re running their applications in house, that risk is going to be c p u speed, hard drive viability that amount of memory in the operating system for organizations that are running cloudgood based applications it’s really going to be? What is the one of the operating systems and browsers now? It’s going to be far less critical? Obviously. And once you have that inventory and you’ve got the evaluation of what parts of your inventory are critical, then you need to evaluate basically, you take a guess. What do i think is going to change or or effect the things that we’re doing in our organization? Over? The next one year, two years, three years and from that then you can make a projected estimate of what should be replaced. So it’s kind of a multi step process, not necessarily easy and certainly not an infallible i guess because, you know, you really don’t know what’s going to break and you don’t know what kind of technology is going to come on in the future. Okay, but you’re looking at the oldest stuff first, right? Sure. That’s. The easy part. Last last in first out. Buy new stuff to replace it. Okay. Let’s help listeners out if they wanted to search for these the kind of software they were talking about that will scan your network. Like what? What keywords would you search for in google? I would try network inventory. Okay, good enough for budgeting now. How do you look forward into what the technology is going to cost? Two, three years from now, the the good laws of computer development are that the prices will go down. Capacities will go up. So if you look at what you what your expenses take the piece of equipment that you want to replace today and get a price for that? Just go to the market, you know, go online and find something that is an equivalent to today and start with that number. Because you know that one year from now, two years from now, three years from now, you’ll still be able to spend that amount of money in terms of you know, is there a product available that you could purchase for that amount of money? Okay, cesar, that amount of money in a year’s time, we’ll buy you more capacity. So for one thing, that gives you the ability to take a number and make a budget. Secondly, it kind of future proofs of purchases, so that in a year from now a cz as your requirements for capacity changed, the availability of the equipment will change as well. So i kind of go along the same path, so pick today’s numbers and use them in your budget. Okay. Interesting. I realize i said something incorrect a few minutes ago. I said when you were figuring out what what’s goingto be replaced to use a last in first out. But it should be that’s. That’s wrong. Should be first in first out. Essentially three. Oldest first, so first in first out, right? Oldest first. Okay, we have just a minute left. Scott, what other thoughts you want to leave people with about creating this thiss a short to medium term plan, medium term plan, i would say just get started on it, you know, one of those just like back-up if you keep thinking about it and kind of guessing on how it’s going to work, eventually it will be too late and you’ll never get there. All of a sudden it will be tomorrow, and the disaster is here and you’re not ready. So i would say the same thing with the, uh, with the replacement plan going on planet, even if it’s in perfect and by the way, it will be in perfect. Go ahead and figure out what it should be. Get something scratched on paper or put into the spreadsheet, and you can always add to it and refine it. But the most important thing is to get it in process, get it in place. Get your organization to understand what that what that processes and, uh, you know, get a few minds working on it because chances are that more people thinking about it better than one person thinking about scott koegler is the editor of non-profit technology news, which you’ll find it n p tech news dot com and on twitter he’s at scott koegler scott thank you very much. Happy holiday. Thanks, tony had theology. Thank you very much. Also, of course, my thanks, tio. Robert egger. Next week, there’s no show because of christmas. And if you celebrating christmas, you have my wishes for a joyous one. And hope you get spent a lot of time with family and friends. I’ll be back on friday, january fourth wave greg warner he’s, the president of marketsmart and he’s. Not going to talk about the future of planned gift marketing. I have a plea. Can you please rate and review the show in itunes? I know that you don’t have to go there to listen anymore. You go once you subscribe and then you never have to go backto itunes again. I realize that i’m asking you to make a special trip. Teo rate and review the show if you get value from it, if you like it, please do. Thank you very much. Wishing you good luck. The way performers do around the world, we are still in poland. I need another week, teo durney. I need two more weeks. January fourth will definitely be out of poland, but as the polish say, i wish you breaking of legs poem ania nuke poem, une anouk for the next two weeks, and i do promise, we’ll be out of poland. I think we’ll be in serbia on january fourth. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer on this show. Social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I wish you a wonderful holidays, very happy, new year, and i hope you’ll be with me on friday, january fourth, one to two p, m eastern, or on the podcast a couple days thereafter. If you’re listening live, we’re always at talking alternative dot com. Hyre i didn’t think the shooting. Good ending. You’re listening to the talking, alternate network, get anything. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business 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 everytime was a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. Talking. Hyre

121: Get Engaged III & Dutiful Documentation – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

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

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

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on december fourteenth, twenty twelve our november nine thousand you’re still with us, i’m tracking glad you’re still here, and i hope that everyone was with me last week. Yes, i just i just hope you were with me last week because if you weren’t, you would have missed show number one hundred and twenty one, twenty was last week. You can now spend five straight days listening to tony martignetti non-profit radio. I suggest you start on a weekend this way you have a little extra time for bathroom and food breaks. I would start maybe on a thursday and include the weekend i would include a weekend in your five straight days of listening to non-profit radio last week, which is the one you would finish with because that will be shown number one hundred twenty would wrap you up for five days was your database policy manual? Karen heart, philanthropic services specialist for the main community foundation, and nicole san miguel, database administrator for the naacp rat free library of baltimore city, walked you through data entry standards, indexing and search ability, naming conventions and other topics that belong in your database, policy and procedure manual. And it was also maria’s top ten maria semple, the prospect finder and our prospect research contributor, revealed the top ten sites that she uses in her work true to form for our doi and of dirt cheap. Most of the sites are free, and her list is now posted on the linked in group and the show’s facebook page this week get engaged three tray amy sample ward is our social media scientist. She continues her siri’s on online engagement with gold setting. How do you know if your engagement strategies they’re successful? We’ll talk about identifying goal areas, assigning metrics and measuring your success. Amy is membership director for the non-profit technology network and ten and contributes to the sand, stanford social innovation review and dutiful documentation. Jean takagi and emily chan are legal contributors from the non-profit and exempt organizations law group explain the irs rules on what should be in all those acknowledgements that you send for two thousand twelve and had a value some of those gif ts between the guests on tony’s take to my block this week. Is cause marketing guidance from the new york attorney general? The new york a g wants to help you, and i distill their advice for your cause marketing campaigns. If you’re on twitter, you can follow the hashtag non-profit radio. My pleasure now to bring on amy sample ward she’s, a membership director attend ten, contributed to stanford social innovation review, co author of social by social, a handbook on using social technologies for social impact her blogger is amy sample, ward dot or ge and she’s at amy rs ward on twitter and unfortunately, she’s not in the studio today. Amy, how are you doing? I’m doing well, how are you? I’m very well you’re in portland, oregon, right eye and in portland this is where contends that main office is so i’m out here getting to me with staff in person for a little change of scenery and was actually onboarding a new staff person this week, which is always really fun. Okay, excellent. Our thoughts are with you in portland. A lot of talk about the shooting at the mall this week. Earlier this week. Yeah. Out at the crack of this small and now this morning. The shooting in connecticut, the elementary school so it’s, kind of, you know, end end times holiday season so far, very difficult, let’s talk about first an infographic that that i was sent i was offered people send me things too talk about on the show, and this one is interesting to me, and i thought you and i could talk about it. This is an infographic called very objectively titled how social media is destroying productivity. Andi, i sent it to you, of course, and you’ve had some time look at it, i will post a link to it on the facebook page on the linked in group. In the meantime, people confined this at learn stuff dot com um, you are ever learn stuff dot com all right? Well, so they’re clearly, you know, they’re concerned about productivity. Facebook has close to a billion users forty five. Forty five million short of a billion, but let’s call it a billion. People spend two times more time on facebook than they do exercising, you know, be a little provocative about i mean, they spend more time doing facebook than other things also, but they chose exercising wolber collectively each day in the u s people spend twelve billion hours on social networks. That’s interesting. A somebody who thinks about social networking a lot. Amy what? What do your do your thoughts about what you do? You have concerns about productivity? Well, i mean, for me, i think it’s i haven’t had a chance. Tio go look into their sources of where they got the data and what the data really means. You know, things like infographics are often so interesting to people and share a ble because they they could be interpreted in many different ways for me, i think it’s less, um, less a sign of of you now everyone and their mom wastes their time all day long and, you know, we’re we’re not doing any of our work, but more a sign of a distributed organization, a new era of the way people work. You know, people can quote unquote beyond the clock from anywhere so long as they have an internet connection and, you know, a lot the times and and looking at some of the staff in there, you know, that worker is interrupted every ten minutes by things like instant messages, right? Well i know that i’m quote unquote interrupted, you know, all the time, all day long, buy-in sametz itches, but that’s because i managed staff in other cities and instant messages, how we’re just saying, hey, i just tackled that one project or, hey, i saw that e mail come into both of us and i’ll take it or, you know, just kind of the way that you would work in person by just giving each other updates out loud. It’s now moving over two dozen messages, so it’s not necessarily cat videos, you know, and elearning youtube all day long, but it’s it’s, you know, it is technically an instant message, and and it is technically an interruption, but it gets the way you work now versus aah, total distraction and you know something? What i thought was interesting is that it’s list it was instead of being specific social websites to social networking, it categorizes things as time wasting websites and the number third number three, cnn dot com es o that right number twenty nine percent think i’m going to go to cnn because i want to just, like, chat with my friends, you know, like the way they kind of think about facebook being used that way, but for so many organizations, regardless of what your industry is staying on top of websites like cnn or other breaking news sources means your organization commend the the one that has the very first public statement about it. That student in connecticut this morning, as another elementary school, to be able to respond right away or, you know, whatever the kind of crisis our emergency communications may be, staying on top of, really, what we have as a objective world now, riel time, news and information means that organizations can get ahead of their competitors sabat and speak and be the one with the first announcement or be the ones that have the resources that the other news stations there now looking for etcetera, you know, again, it’s just a different way of working and not necessarily time wasting, you know, okay, andi also for our listeners, they’re they’re spending more time in the social networks because, well, i’d like to think in part because you and i talk about that, and we encourage people to use twitter and lengthen and facebook to the extent that it’s appropriate for them and, you know, all the things that we’ve talked about, everybody wasn’t everybody shouldn’t be jumping in, you know, you and i have been through that, and we’ll continue to teo explain it. No, yeah, i mean, i know organization, nonprofit organizations where a team, you know, a subset of the staff actually used private, you know, totally private facebook groups as the place where they are kind of doing teamviewer based product project management, you know, being able to say what’s going on every day and reporting to each other, etcetera, because it’s a tool that all of the people on that team are familiar with, they know how to use it, they like that email notifications in the back and forth. So instead of adopting a whole different project management tool that would be outside of any other tool there there regularly using, just use the facebook group and again, so that means they have facebook open all day, but they’re not necessarily just again, you know, posting cat videos to their friends facebook pages there, they’re using it for real time team communication. Okay, we’re gonna leave that there wanted to get your opinion on it. One thing i’ll close with is that the average college student spends three hours a day checking social sites, but what they don’t compare that is, too, the average number of hours a day that the the college students spend having sex buy-in i object that they left that out? I mean, i was a monk in college, but but there are lots of people spending a lot more than three hours a day at least having sex either with somebody or or alone, which for some people that’s a favorite weii just have a minute before a break. Amy sample ward, let’s see, we want to talk about our our engagement strategy, but really just have a minute or so we’re talking about goals. Do you have some congee? Just tease a little bit? How do you how do you start to set goals? And then you and i have a lot more time after the break. Sure, i mean first, if we’re going to a break, then i encourage everybody to go look upon their organization’s website and see what your mission statement and you actually have a theory of change, or if you don’t know what, that is just used the commercial break the good little theory of change opportunity, or pull up your organization’s active strategic plan, because that is really where you start when you’re going to create gold that apply to your social media, even though people would think they’re not, you know that high up and organizations chart of some sort. But really, you do start all the way your mission, or your strategic plan, or your theory of change. Okay, theory of change, or your strategic plan or your mission. You have homework for the break, and when we return, amy and i will keep talking about getting engaged online. 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 to seven to one eight, one, eight, three that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. 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. I’ve got to send live listener love before we continue with with amy, i’m going to send it to our foreign listeners first this time. Mexico. We can’t tell which city, but we’re in mexico. Welcome chung ching, china. Wuhan, china. Tokyo and fukuoka, japan. Seoul, korea. And curry, korea all live listener love going out tio are asian and mexican listeners, and we’ll get to the u s shortly. All right, amy, why is the right place to start with your strategic plan or your mission, or your your change theory? Well, in theory, not nothing that you are doing in your organization regardless of what department you’re in or what your job title is, nothing should should be extraneous from meeting your mission. The whole purpose of all of your staff, the reason that you have different departments, all of it should be to the end of meeting your mission, and when we that social media up as something that’s outside of that normal plan, then we’ve already set it up for first of all, other staff cannot really support it or, you know, to not have leadership for the board buy-in and that work because they don’t see it directly connected to the mission because it isn’t. But secondly, it also means that whoever it is that taft with that work isn’t able to set goals in the same kind of way, they don’t even see their own, you know, purpose for work as contributing to the organization in the same way. So not only do other people not buy-in and support it, but then the person that’s doing it themselves doesn’t see how they fit so outside of even what you do with the work, just setting up the contacts for that person and why they’re doing their job. You know, you either have an opportunity there for success or failure before you even start engaging. So so starting with your mission statement, you know, from there, you just work backwards look for the aspects of your mission that are focus on action and interaction, and then look for the parts that are social, the things that your community is able to contribute, too, and not just the aspects of your mission that, you know, require your staff policy maker or something. So so look for the opportunity where the community can be in and then require interaction, and then that’s where you actually set the gold specific to your social media or your community department now way learned a couple of weeks ago when you were on the last time that you have a real affinity for alligators. Actually, you’re a little scared of algiers, so we’re going to use save the alligators as our example eyes are hypothetical charity, okay, terrific, because because i know that’s something that you could buy into easily, of course, and also want listeners to know that this siri’s on getting engaged began october fifth if you want to catch the first part of it, and the second part was november sixteenth. So if we have our charities, objective is to save the alligators may be in the florida everglades, so not not worldwide, but just in florida in the everglades. There’s there’s terrific opportunity for outsiders to contribute to that in terms of awareness, maybe political advocacy, things like that, right? Okay, on dh and an organization, you know, or this organization that you and i have now founded called save the alligators provoc we probably have some sort of strategic plan or or we’re going to the whether we call it that or not, or something like a theory of change, which is more broad and says, this is how we see our mission coming, coming to fruition that says, you know, we see a few different ways that we’re going to save the alligators first is in the policy that support seven, and this is the kind of policy we’re going to work for it and the next is, you know, and this is where we’re going to create educational programs, so the public is no latto you’re scared of alligators or something, you know, so far down the line like that, you were goingto bucket out how we’re going to do this work, and from there we could say, oh, great, so there’s there’s a policy component of our of our mission? Well, in order for anyone to support a policy, they need to know about it. So a portion of the person’s job, the energy in our social media, they’re going to have a whole bucket, a goal of oppcoll and metrics and and work that’s focused on letting people know what that public policy proposal is understanding what it means getting. Involved probably recruited in their stories to help, you know the organizations public policy statement today if you can have community members saying, yes, we love our alligators, and this is, you know, how we’ve seen are so on the area destroyed and now hurting the alligators, i realized that all of this example shows how little i really know about alligators. Well, then, that’s a part of this person’s job and it’s no longer just yet tweet all the time about how we have a policy recommendation, but it’s so much more tangible because it helped change people’s minds about the policy recruit stories about this policy, etcetera, you know? So so you can translate directly from that mission all the way down to the buckets of actual content you’re posting every week. Okay? And how about some of the some of the advocacy, too? We want maybe people to write letters to editors and to bloggers we want to have people call or otherwise contact their state representatives things and so there’s a way we have our calls to action like we talked about last week, last month, exactly like last way said, you can’t just create a twitter account and start asking everybody to retweet you and take all of your calls action. But once you build up that community and you started building trust and engaging with people, then you can use the social tools to identify who those bloggers are that everybody listens to and reach out to them and say, great will you write the first the letter again showing that that you recognize them at the champion and influence there in the community? Will you write the first a letter and then other people will want to follow and participate, etcetera? Okay, okay, this is a good cause. And i appreciate that you want to be the co founder it’s a big step for you. That’s. A big step for you. All right. S o we’re so we clearly need to be, as you said, mission focused. Otherwise, there’s not going to be the support and the understanding of why were even engaged online. Why we even doing anything online before we moved to metrics? Anything more that you want to say about about creating the goals? No. I mean, i think, you know, a lot of people feel like well, you know we don’t have ah brand new strategic plan or we don’t have things laid out like this, but i really just i mean, we just showed with this very sophisticated organization that tony and i have just created called save the alligators, it really is that easy to move from a really high level, lofty mission statement, tangible work in in social engagements. So regardless of what your mission statement is or how it’s set up now, i really encourage all organizations to start from that place and don’t feel like, well, you are the organization that can you really can. And i just like that. If there’s ever than a challenge to why do we devote resource is it could be just a two person or three person shot, but why are we spending time on twitter and facebook? Because it’s a direct thes three threes direct correlations to our mission here, we’re trying to get join with advocacy. We’re trying to get awareness we’re trying to get public policy change, and this is how our social social engagement strategy supports each of those elements of our mission, right? Exactly, which is so much more empowering to that that person, but also to the whole organization, they can now translate for themselves how the person working in public policy can work with the person that’s doing the online engagement, and they could work together and not just, you know, separately in their own jobs, they could see how both of them need each other internally as well. Okay, let’s, move, teo metrics way want to start to measure these things? That’s that’s a substantial criticism of social networking that it’s not measurable. How do we know whether we’re succeeding, which we’ll get to, but but that’s what? You want to dispel all that? Right? Because it is measurable. Exactly. I mean, when you you know, a lot of organizations it’s really easy to track certain numbers because the different platform’s show them to you very prominently you goto a facebook page and now the really prominent number of how many people have liked that page well for you, almost every organization i’ve ever met that number isn’t the crucial number that you care about on your facebook page because if you have a thousand people that have become a fan of your page but none of them ever comment. Or share or even read what you post there, it might as well be xero people that like your page because no one would know. So making sure that that you go beyond just those really easy numbers toe look at, like, how many people are following you on twitter or whatever? And again, go back to those schools if we’re talking about state of the alligators, and we know that advocacy is a really important part and people actually taking that action way contract that let’s say, we want to see how many people yet wrote the letter, but how many people shared the letter of someone else, you know, way down that prominent blogger and asked them to write up a love letter to the very first letter, how many people commented on the letter that they wrote, so it doesn’t even have to be your facebook page, but but how many people are engaging with the advocacy appeals, whether you posted them or they’re the appeal you know, in your network, and that goes to all kinds of things, so not just you know how many people are liking or commenting on that letter, but how many? People have retweeted it how many people signed up on your website to stay in the loop on what’s going on on that advocacy appeal? So making sure that even though we’re thinking about this social engagement work as social media, quote unquote ah lot of these metrics don’t stay in that silo of facebook. If you’re doing a really great job on facebook, engaging people around an appeal, you also want to be just a the same time tracking how many people clicked to your website and signed up for the email to stay in the loop or how many people come from facebook to your website. And how long did they stay on the website? You know, looking at that that full circle from your your quote unquote home base, your website or your campaign page to social media and then teo material like emails or videos where it would be something there just consuming and back again. So how is that whole, you know, three part triangle connected and staying engaged throughout? Okay, how do we know what Numbers 22 start with if it’s a number of people who go overto comment on the on the letter. That was written over on the bloggers site let that was posted. How do we know what kinds of numbers to begin with? I mean, some some of the most basic that that all organizations can at least start tracking now to see if they know where they want to go next. What they’re tracking is so be tools specific as necessary. So was twitter, for example, you don’t just want to say how many people retweeted us this week. You want to say how many people retweeted our post that had a lincoln? Um, and how many p people retreated our posts that didn’t have a link, because as you you know, set yourself up to separate that content, you’re better able tto learn from the data, if you see after three weeks of tracking that you have fifty retweets every you know for posts that don’t have a link and you have to re tweets for your post that have a link. Well, that’s your community saying please stop posting links to your website. We just want to talk teo on twitter of or the invert you see, everyone wants to be sharing those links to your policy. Documents, but no one is retweeting you when you’re just sharing information, we’ll make sure that your frequently not always but frequently posting with the link so separate out the data as best you can, so that when you’re tracking it, you’re able tto learn from it and take action on it. And so that was a twitter example, but facebook another place where you can easily separate things out. Is it something that you posted because it had a photo or a video? Or was it something that was just a language or even just taxed? And how? How does your community respond to those things? So look at how many people viewed at term people commented how people shared it on dh then we can talk about more of the measuring and processes in a minute, but basically the best thing you could do is just to start tracking don’t say, well, we don’t have certain things in place yet or we haven’t finished creating this really great profile photos were not really using that page yet. You doesn’t matter just start tracking now because you’re not going to be able to make those informed decisions about what. To try next, or what kind of content to start creating until you’ve at least started tracking some things so you could say, gosh, no one interacts with our videos on facebook, let’s not invest in creating another video right now today, let’s try something else instead of feeling like you have to get all of that set up ahead of time. I mean, i just wanna let you know we’ll talk about measuring success next time we’ll have, we’ll have well haven’t get engaged part for because the metrics this metric section is really important. What about the the metrics that facebook gives you, like free, post like reach on a number of people who viewed and we have just like a minute and a half or so left are those are those of value? Yes, they really can be as far as measuring kinds of your post against each other so that you can say, you know, gosh, this one reached a whole lot more people than the one we posted yesterday. But there are so many variables to that built into facebook’s system, but also into you know, what day of the week was it and what? Time of the day wasn’t and did a lot of people like it right away, and so that then translated it, showing up in all of those people new season, then all of their friends interacting with it, you know? So there are so many variables in there that it’s hard to look at, it is just a static number, you know, a magical silver bullet of a data point, but it is helpful when you do sit down tto look between posts and say, gosh, what made this one reach so many more people? Well, then you can you don’t just say, well, i guess this post is a lot better, but it gives you the opportunity to say, this is the one that reached the most what was going on here that was different. Was it in a different time of day? What is it at, you know, a different day of the week, etcetera, okay? And you and use that information. But, you know, different organizations really focus in on different metrics, so some organizations rely on the talking about facebook metric and not because it’s better or worse than anything else, but they just picked it. And said, we’re just going to stick with it so that we’re sticking with one metric for now, others, they’re looking at reach, another aspect that impacts all of that facebook data. Is it you didn’t invest any money in promoting your post, we have to leave it there. We’re going to continue this subject next time amy is on show way will have her back. I wasn’t sure, but since she’s talking she’s talking about no, of course, we’ll have get engaged part for in january in january, amy alligator, that’s, right, save the alligators, you confined amy at her blawg, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward. Ah, that’s it at me, rs word. Amy, i hope you have productive meetings in portland. Thank you so much, all right, thank you. I hope you’ll be back in the studio in january. I certainly, well, excellent. Right now we’ll take a break, and when we come back, it’s, tony’s, take two, and then gene takagi and emily chan are legal contributors on dutiful documentation. Stay with me. They didn’t think that shooting getting, thinking, you’re listening to the talking, alternate network, get anything. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you too? He’ll call us now at two one two seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. Duitz 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. Durney welcome back live listener love here in the u s lawyer, california port, ellen, new york, new york, new york, liquid new jersey and new bern, north carolina there’s more those air are so far live listener love to those listening here in the united states. My block this week is cause marketing guidance from the new york attorney general cause marketing is when you team up with a company so that you raise money and they either sell stuff or they enhance their reputation or their image because they’re affiliated with your charity on dh there’s a lot of blurriness around this because a lot of people don’t really know how much money actually goes to the charity or how it’s determined how much is going to go. So the new york attorney general had some guidance five recommendations nufer i’ll just mention two of them here explain exactly what’s being donated. A lot of times you’ll see advertisements will say net proceeds to the charity we’ll net net of what? How do they define proceeds? Also after the campaign? Tell us all how much was raised. People want to know what the impact was, did they? Did they? Make a difference for you. So those are two of the five recommendations from the new york attorney general there’s more on my blogged at tony martignetti dot com the post is called cause marketing guidance from the new york attorney general, and i’m still asking for your help so many listeners. I’d be grateful if you’d rate and review the show in itunes rating is one to five stars you started our page on itunes, which you’ll find at non-profit radio dot net, or you could just search and then click view in itunes and itunes will open up and you’ll see a place for ratings and reviews. So it’s just a couple of clicks, i’d be grateful if you’d rate the show and write a short review and you do that night tunes and i’m very grateful for that. Thank you. And that is tony’s. Take two for friday, december fourteenth, the fifty first show of the year. Joining me now from san francisco. Jean takagi he’s, the principal of neo the non-profit and exempt organizations law group and he had it’s the popular non-profit law blogged dot com on twitter he is at gi tak g ta. K and also emily chan, who is an attorney at neo-sage principal contributor to the non-profit law block she’s the american bar association’s twenty twelve outstanding young non-profit lawyer, which is now coming to an end. I don’t know what she’s going to do in twenty thirteen shut the rest on morals from from the previous year, but so far that today that title’s title remains and you can follow emily on twitter at emily chan, jean and emily welcome hi, tony. Happy holidays. Hello. Thank you, emily. What you gonna do in twenty thirteen? You know, i’m not think reminding thinking about that. I’ll have to say she was last. Year’s american bar association. Outstanding. Young non-profit lawyer it’s it’s. Not the same laurel resting it’s. No. Good. We’re here to talk about documentation. How to get the right documentation and acknowledgements to your donors. But first, how to know what date the gift should be dated. Your your acknowledgement certainly has to have the date of gift gene let’s. Start with you. If if if a gift is a sent by mail us mail. What? What date do we does? The charity use for the date of gift? Well, the charity is probably going to use the postmark days, but the actual date that the don’t i get to take the deduction is the day that the donor dropped that envelope with a check in the mail box. So if it gets postmark the next day or january first, which is the next day, if they do dropped it off in december, thirty person gets post by january second. Donors have to form the charity that dropped it off. Oh, my gosh. Okay, gene, can you speak a little louder? Great. Uh, gene, can you speak a little louder for us? Yeah, absolutely. Tony so great question donors goingto take the deduction on the date. They drop it in the mailbox. But make sure that the charity knows that otherwise the charity’s gonna use the postmark date on the envelope on those could be different. That’s true. It’s. Okay, all right. And this becomes important as we’re talking about december thirty first versus january first or second when the when the gift is actually well, wouldn’t be open to probably january first. But it’s actually received and opened in the office january second or third. This becomes important. For those who wait till the last minute. Jean what about if it’s not received us mail, but it’s received by fedex because the person waited till the last minute or some other overnight service. Another great quest? Tony, don’t send last minute charitable donations through fedex if you’re trying to get a deduction in two thousand twelve because then that the charitable contribution will be deemed given when the fedex arrived and was received by the charity’s avectra steve january second that’s going to count of the two thousand thirteen death. Better to drop it in the mail that i sent it fedex on december thirty. Okay, excellent, excellent advice. And, of course, if gift his hand delivered, if somebody comes to your office, then that would be the day they handed over to you that’s. Right. Ok. Credit card donation. Same way is the day that that credit card is process. So the day that you give it, uh, okay. Well, wait now. Credit card processing, the date you you do the form online might not be the date that it actually gets to the gets to the charity and process. So how does that work? Well, it will be the day that it’s processed by the credit card companies. So it will usually be instantaneous. Okay. And would you use the date on your statement then? As the as the right date of gift watch? The donor’s probably gonna deduct it on the date that they made that charge. So yes, if they’ve got a receipt for it on december thirty first. That’s, the date you it might be different from the bank statement dated the bank takes a delay in processing. Take your receipt if you make that charitable contribution. Okay. You mean the credit card credit card receipt? Yeah. Okay. Okay. Emily let’s. Turn to you. Now, we now we’ve figured out how to know what date to put for the for the gift date. Let’s. Start with gifts of of cash. How do we appropriately acknowledge those for our donors? So, you and tony, tony, you and jane have already talked about some of the ways that you do. This is the donor. For example, looking at your bank records were having some kind of receipt that maybe automatically prints out. But when we start looking at gifts over two hundred fifty dollars, it’s important that the substantiation you have is something that actually comes from the organization. Um, and this is an irs rules, so again, default attacks mary-jo have a receipt for everything that you’re going to deduct, but when you’re looking at something over two hundred and fifty dollars, you need to make sure that the organization gives you some kind of written substantiation if you plan to take that deduction. And the funny part of this rule is that generally speaking, the organization isn’t required. Give that to you so again, as the donor is good to be informed of what you need and same thing with an organization and know what the donor needs, that you have good donorsearch right on dso our listeners are mostly the charities, so so over two hundred fifty dollars, they’re required to send an acknowledgement. No, they’re not required to something unknown judgment, but the donor is required to have one so it’s good donorsearch to put something in place for the organisation, that you’re able to issue out those in a timely manner and also with the most efficiency from the organization’s perspective, and the substantiation should say, you know what? You would expect, like, the amount of the contribution, but as well as whether that dahna received anything in return for the contribution. And if they did, how much they received a return. Okay, and we’ll get to that shortly. But also the date of the gift, right? You have to tell them, is not sufficient to just date your letter, but you have to give the date of the gift correct and it’s important to give that substantiation in what they consider a contemporaneous manner, which means before the end of the year of when the donor would make that deduction basically. Okay. Okay. Before so it before the end of twenty. Thirteen. You mean when they would claim the deduction? Is that what you mean? Right? Right. Okay. But of course, you want to do it before then, because there probably going to be filing their taxes by april fifteenth or october at the latest. Okay. All right. So now i wanna make sure i didn’t confuse listener. So two hundred fifty dollars, what’s the what’s, the what’s. The rule around two hundred fifty dollars, for two hundred fifty dollars, or more. The donor’s required to have a written substantiation from the organization the caveat here that was generally speaking, an organization isn’t required to issue one on we’ll get you an exception like he said in the seconds, but this is really important for organizations. No, not just look at what they’re required to do, but what would be a best practice to do, and it is the best practice as far as your donor issue, those, uh, received for them so that what your donor isn’t going to come back and say, hey, i tried to take the deduction that you never gave me this acknowledgement, and now i’m upset will never don’t you again, right? And of course, the really best wayto be thankful for gift and to express that is tio acknowledge every gift, even if it’s only five dollars? Yes, we would say so, but i don’t know that especially have it’s the hyre amount it’s even more important, we would say, because of this extra requirement from the irs. Okay, let’s, go teo publicly traded stock, and we’re not going toe listeners. We’re not going to talk about, um, privately held stock in privately held companies because it becomes very difficult of value. And things like that. But emily for a publicly traded stock first let’s define that. What do we mean by publicly traded? So this would begin stock that’s being treated openly on the market right now. So you would be able to look at the stock market and figure out how much it’s trading for at any given day or time. All right. And how do we acknowledge that kind of a gift? So this would be assuming that the organization is going teo, liquidate this right away, meaning that they’re also going to sell it. You’re going to treat it just like another contribution again? That could be tax deductible. So the organization is going to want to know again. Asshole of the donor. How much? That doctor’s words on the day that it’s given to the date of the gift. And basically the way that you do that. If you look at what it’s being chased out the high in the low and you take the average okay, excellent. Some people there’s some confusion. Sometimes people think it’s the value that the stock closed at on the day of the transfer. But that’s not right, it’s that average that you just explained if i can jump in it’s important to realize, though, that that’s going to be the donor’s responsibility to figure out what the deduction amount is. And the charity is giving those numbers just a matter of convenience for the donor and the donor’s tax advisor. So should there be some little caveat in your letter that says we’re not providing tax advice in giving you the value or what? What? We estimate the value of your deduction to be, i think that’s great advice, tony, to just say that caesar for internal gift recognition purposes, and to please seek guidance from your tax or financial advisor regarding the deductibility of your gift. Okay, gene let’s, stay with you. We have just a minute before a break so let’s, you know what? Let’s, just take our break and we’ll make a clean cut and, well, gene and emily and i will continue talking about documentation for quid pro quo gifts. What happens when you get a little thing back or something big back? And how do you value those things? Stay with us. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to tony martignetti non-profit radio. Okay, let’s, gene let’s, talk a little about when someone gets something in exchange and let’s start small. Suppose you make a gift and you get back a mug or a pen or a t shirt. Kind of what generally, the rule is if the gift for the contribution or payment that is being made by the donor is more than seventy five dollars, and you’re getting something back in return of value, then the charity has got to give you some sort of written disclosure that indicates the value of the item is given in return. But if it’s a token, ida, um, then there may be no need to do that, so token item might be okay. And what is a token is actually kind of defined, um, by the amount it is, it could be a low cost item. Or it could be an item that has the organisation’s name on it on. And if it’s a low enough value than that that’s going to be okay. And so the dollar figures i’m goingto let emily provided it doesn’t come off the top of my head. But it’s the low. Cost article, i think, is nine seventy with the organisation’s name or logo and if it’s not with the organisation’s name or logo, if the mug is less than two percent the lesser of two percent of the donation or ninety seven dollars, then you don’t have to give that written disclosures statement that says the amount of the value of the item given back to the donor return. Okay, that’s, a that’s? A lot to unpack, but listeners could go back and play that play that part back-up emily does does jean have? The number is correct. Okay, okay, now, gene, that was if the if the donation is more than seventy five dollars, if the donation is less than seventy five dollars, then you don’t have the charity need not disclose what was given in return. Is that is that right? Yet although it’s going to be a good idea for the charity to do so anyway, because the donor can only deduct the amount of the payments that is actually a charitable contributions so other than for those token token items, then something for the charity to indicate. So even if he gave a fifty dollars, gift to charity. And you got twenty five dollars, back. That charity should indicate what that amount given back. Okay, so, so sort of similar to what we talked about before it’s. Just it’s. Good practice to just do it all the time. Uh, disclosed what was received all the time. Okay. Plus, i just got makes it easier for your for your gift processing people. Teo did not have different rules. Just do it all the same way each time. Yeah. And note that this comes up all the time when charity’s hold their holiday party events and copied the chicken dinner with the ticket. Um, so the chicken dinner given back is a benefit that probably is more than the token benefit or the low cost benefit. So that’s going to be something that the charity will want to get back into receipt? The whole ticket may not be deductible, but a portion, maybe. Okay. And what? What about the silent auction items that you have? You have advice around those two? Yeah. Now, that gets to be a very tricky area. Because when you received ah non-cash contribution from a donor, the charity not goingto value that so. If somebody gives you a expensive vase and they say, you know, this is our donation to you, the cherry has no responsibility and is not in the business of appraising that for the donor. The donor is gonna have to do that themselves begat the deduction. But the charity will give back a receipt stating that a description of the items given, however, the big exception is if now the charity goes ahead and take that vase and puts it into a silent auction. And somebody bids sport let’s say somebody bid five hundred dollars for that body, right? The charity has got a responsibility to let the donor or the person paying for the box know what portion is a donation. And what portion is really the value of that vase? Uh, that they’re actually making just a strict payment for quid pro quo. Because it’s part sale and part gift and only the gift portion is deductible. Okay. And how are we going, teo? Value that? Yeah. Really tricky it it depends upon the item. So you know, if it’s super expensive than the charity, may have to get an appraiser to do that, otherwise they might. Look into, you know, being if it’s a fairly modest item, you may just look on ebay or craigslist that used and try to figure it out, but you don’t have to use reasonable method based, but, you know, pop your resources and the valley of the gift. Okay, emily let’s, go teo volunteering if someone’s instead of instead of making cash gift or stock if they’re spending their time with the organization, what what does the charity have a responsibility to? Teo teo, disclose that or acknowledge it in a certain way. And what can the donor deduct? I’m not necessarily so. The thing about volunteer services that the individual volunteering not deduct. I got the value of that volunteer time. So let’s say it’s the equivalent to paying, you know, twenty dollars per hour for your bookkeeper or something like that. You’re you’re volunteering the service, an organization that not deductible. But what could be deductible are the expenses that are incurred that are related to the volunteer services. So what say the cost of gas to get to the non-profits a place of business in order to do the financial services for them? Okay, we really have to leave it there. We just have a brief moment. Emily there’s a couple of publications that are valuable for for charities to figure this stuff out. What? What are those? Please? So there’s, the irs publication seventeen. Seventy one that’s. A really easy to read pamphlet. There’s also an irs publication. Five twenty six, which is a more comprehensive guide on charitable contributions and anything that’s tricky, like art or vehicles. There are special irish publications for that as well. So i would look for that specifically. Okay. And you’ll find the pubs on iris dot. Gov. Yes, that’s correct. Okay, we have to leave it there. I want to thank. Jean takagi and emily chan are regular legal contributors from the non-profit exempt organizations. Law group. You confined them both at non-profit law blawg dot com happy holidays to both of you. Thanks very much. Thank you. My pleasure, aunt. Of course. Also, my thanks to amy sample ward next week. Robert egger, ceo of sea forward that’s the letter c. He and i are going to talk about how to get political candidates to add non-profit issues to their platforms and how to endorse the candidates. Who? Do and scott koegler will be with me, our regular tech contributor and the editor of non-profit technology news. You can hardly navigate the social way without smacking your head into tony martignetti non-profit radio. We’re on facebook, youtube, twitter linked in four, square all those places and if i can urge you to go to itunes again, i’d be grateful if you would rate and review the show there wishing you good luck the way performers do around the world. 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