201: Engagement: Motivating and Measuring & Facebook Strategies – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Lauren Girardin, marketing & communications consultant.

Shari Ilsen, director of engagement at VolunteerMatch.

Drew Bernard, CEO of ActionSprout.

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

196: Online Canadian Connection & Right To Be Forgotten – Tony Martignetti Nonprofit Radio

tony_martignetti_300x300-itunes_image2Tony’s guests this week:

Holly Wagg, philanthropic counsel for Good Works, with Jason Shim, digital media manager at Pathways to Education Canada.

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

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

114: Leadership & LinkedIn News – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

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

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

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

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

065: Nine Weeks & A Wake Up: 4 Essentials For Year-End Fundraising & Your Mobile Website – Tony Martignetti Nonprofit Radio

Tony’s guests this week:

Mary Allison, principal at OneAccord Partners

Scott Koegler, editor of Nonprofit Technology News

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

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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host last week, and i hope you were with me. It was so you want to be a consultant. Hank goldstein, author of so you want to be a consultant and a partner at the orem group, offered insight into the ups and downs the ins and outs of consulting to non-profits when should you start thinking about consulting? What personality type does it take? And how much should you charge? Also, last week next-gen charity two thousand eleven conference co founder jonah helper was with me to talk about this year’s conference on november seventeenth and eighteenth in new york city on a reminder that my show is a media sponsor of next-gen charity will be there doing interviews of speakers in mid november this week. Nine weeks and a wake up four essentials for year end fund-raising mary allison, principal with oneaccord helps you out in the final stretch toward year end, she and i will talk about segmenting and messaging, social media and other online strategies, direct mail and getting volunteers to pitch in all her ideas could be executed quickly to get you the help you need before december thirty first and our regular tech contributor, scott koegler, will be with me. The editor of non-profit technology news. He and i are going to talk about your mobile website. Do you need one? Should you have one? How do you develop one? And what should you include to make yours spiffy and sophisticated between the guests? Tony’s take to my block post this week. Let’s help kelly for pete’s sake. I’m using my blogged this week to answer a common question. Asked by small shop fundraisers, we’re live tweeting the show this week. Use hashtag non-profit radio to join the conversation with us on twitter. Right now, we take a break, and after the break, i’ll be joined by mary allison nine weeks and wake up four essentials for year end fund-raising so stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl are said to want to nine, six four three five zero two for a free consultation. That’s lawrence h bloom two one two, nine, six, four, three five zero two. We make people happy. Hey, are you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to the show. I’m joined now by mary allison. Mary is a partner with oneaccord she has over twenty five years of senior executive leadership and organizational development experience in the non profit and corporate sectors she’s with us from washington state, and i’m very pleased that her expertise on year end fund-raising brings her to the show. Mary allison, welcome pleasure to have you thank you for joining us from washington state. You bad? Glad to be here. So mary want to think about things that people can do in the next nine weeks and a day before december thirty first, but even though there is a short time left, they still shouldn’t be putting out the same message to everybody. Is that right? Natural that’s, right? Absolutely. You need to tailor a plan of engagement for each of your segments that you’re that you’re talking with and what what are those different segments? How should you look at your constituents? Well, it’s important to know that one size does not fit all. So when you’re talking about your segments, you’re looking really to engage the prospects for the first time givers, those given events, those that are major donors and so on. Each each non-profit has its own database, and they need to be really looking intentionally with who’s in there and how to reach those people at this year in time, because we know that the dear friend letters just don’t do well, that’s, exactly right there, really? Five key to success in the urine strategy. Each of your segment seemed to taylor. You’re looking your materials. Taylor. Your message, taylor. The invitation to give and absolutely taylor the follow-up. You know you need to be thinking about how your donor as well as need be thinking about tailoring the timing, be conscious of the calendar and be intentional with your activity as it relates to that calendar. All right, let’s, look at the different segments in this first we’re going to looking at four essentials, you’re just naming five things that go along with the segmenting and the messaging to those segments, but so just not to confuse people were going to be talking about four essentials. Excuse me overall for your end fund-raising the prospects you mentioned first prospects what? Uh, let’s see? Well, let’s, identify that for people. What do you mean by prospects? First? Those air people that have some interests or alignment with your mission is often that you’ve perhaps purchase a list from a list provider and that you know that they have some affinity to the work that you want to do, and you want to invite them to get to know you better and those for those folks. You want to have a really well prepared case of why baizman teo engage with your organization? Why it makes sense in their life. So it’s really a get to know you and in a welcoming inn and would you approach them with this message? Bye u s mail or e mail? Or or how? Yeah, that’s a great question, tony, in this day and age there’s so many ways to connect every constituency are as using all of the ways of social media and snail mail in different ways, and you’ve really got to be aware of how people want to engage. And right now, many of your long time of donors are givers have been really been using male in the lodge launch fashion, but the female is also really becoming very, very important for our younger givers, and we need to be able teo, meet them where they are and invite them in. But so what are we going to do with this? This pool of prospects as we go down the spectrum from prospects and first time givers and event givers, etcetera, but for the prospects, how do we know how they want to be engaged? They’re just prospects. Well, that’s, your list providers could help you with that knowing where these folks are wanting to be met and there’s also, you know, multiple studies out there right now, you’ve really got to be hitting your creating your public awareness on the motor on many, many levels right now, you’ve really got to the had the capacity to show up where where your donors are are also been engaging, and that means being on the email means being in social media, having a facebook page utilizing your length in it is a lot of work, but it really has to happen because that’s, where we’re all using multiple channels to do our research tto learn about organizations in to determine if we want to engage, all right, and we know that your print and your online should be consistent. We’re going to talk about that shortly when we after we talked about the different segments of constituents, but you mentioned that for approaching prospects need to have your case. Does that mean you have to have ah, four color printed piece that lines that outlines? Why someone who’s a prospect should become a donor? Well, you absolutely have to have meaning. You need to be able to relate to tell. Tell your story in a way, and depending on the organization again, you need to tailor that message as it makes. Sense to who your organization is now, their organizations out there that are very large not-for-profits that absolutely conduce very big and showy pieces, but there are so many other small not-for-profits doing great work where a big showpiece does not make sense to their mission or to their budget still need to do an intentional piece that speaks from the heart, and that really showcases the investment. The return on the investment that donor will make to the mission of that organization and that could be a single letter was just a wonderful picture of either the population that you’re serving or whatever your mission is, but it needs to be warm and inviting and appropriate, and we always want to keep in mind that the audience for for this show is small and midsize non-profit so i appreciate the advice for what small shops khun do and how just a heartfelt message can be very, very meaningful does this doesn’t have to be a four color, you know, blow out brochure, absolutely, and infirmity not-for-profits their donors would be questioning why, where they would have such a showy piece if they are really working from a mission based. Very small financial base. They’re going. They’re going to want to see that. That there, that the enough for-profit are using those dollars appropriately, making sense in trimming costs, wherever they can marry. We’re going to take a break, and when, when we returned, you and i will keep talking about these different prospect pools, our constituent pools, i should say, different constituent pools and the messages to each one, and then we’ll carry on, talk about other ideas for nine weeks and wake up four essentials for year end. Fund-raising i know mary will stay with me, and i hope you will, too e-giving intending to do getting ding, ding, ding, ding, you’re listening to the talking alternate network, you e-giving xero you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Dahna welcome back, it’s nine weeks and wake up until december thirty first. So my guest, mary allison and i are talking about four essentials for your year end fund-raising mary let’s, talk a little more about some of these different constituent cools. You mentioned the first time donors, people who have given just once what what should your year end message be to that group? Well, you know, tony, to any of these groups, there needs to be a strong message of appreciation, so you need to make sure that through any correspondence that you have that you recognize that these donors have some interest in your organization, you appreciate that interest for all those that have already given your first time givers, your event givers, your major donors make sure you have an important message embedded in the in the appeal that lets them know how much you appreciate what they’ve done for you in the past and what’s your goal for those first time donors that the one time donors, well, you’re really looking for them to either step up the amount that they’ve given in the past or to really consider becoming a more annual giver, perhaps. You could set up a re occurring opportunity where they make a commitment to provide twenty five dollars a month every month of the year their opportunities like that, what you’re looking for, those donors to really have ah, an ongoing relationship with you that shows up ideally monthly and at least at least more than once a year and let’s say now for these one time donors that you do have an email address because hopefully you’ve you’ve acquired that when when they made their first gift, so should you approach them by email and also by u s mail, you know, for those that have the capacity to ask their donors how they would like to be met. That’s the best way to go ask them what how they would most like to hear from you that and if you don’t have that opportunity or they don’t engage in that way, you need to really be aware of what your mailing both snail mail, if you will and email and then track and see how the how the a donor responds to you, they’ll give you their own tips by their having a check show up in the mail by getting online and perhaps uh, uh, putting making a donation online or perhaps even calling in and and offering up a credit card number there. But you really need to look at those hands that they’re giving you and then come back in the make a conscious decision on how you want to proceed with engagement. How about the people who already our monthly donors, what should your message be to them that they’re already giving very regularly? Yes. And in this day and age, what, you really want to do it again? Offer them the case for support. Let them know how, how meaningful their donut donations have been and how that helped the mission and the work that’s being done and asked him if they can perhaps make it a little bit more this year. Are this time around? If they gave twenty five dollars a month last year, maybe they could step up to fifty dollars, this year. But you need to ask them and let them know again how meaningful those donations are to the important work of the mission. All right. And i suppose the people who are your occasional donors, i guess. You want to make them or try to get them to be regular donors. That’s. Exactly. Right. Hopefully that you could move them to that monthly donor group. And then the last one, major donors, people who are already giving. You know, however, your organization defines major for small and midsize shops that maybe five hundred dollars a year over a thousand dollars a year. If people are already giving at that level, what should your year end message be? Well, again, you need thio show your appreciation for them. Let them know that their investment when your organization has been some great great work. And again, you just you did you have to ask it’s taken to step it up a little bit more and so that you could do even more important work and what’s important there, though, tony, is that you need to have that relationship with that major donor all year. So you really need to be able teo offer them the relationship if you will recapture it for them. Let them know how you how you’ve appreciated them throughout the year and ask them if they can continue and prepped. Step it up a little. Bit more this year for the important work. So if people feel that they have not had a good relationship through the year with their major donors, then that sounds like something too set a cz a priority for two thousand twelve and get a really great point. Tony, yes, our are not for-profit organizations really have tio show the love, if you will, all through the years for all their donors, okay, very consistent message. I mean, you know, i asked you about a number of different constituents, and you were consistent throughout thanking them for what they’ve done and asking them to go really just to the next step, like, as you identified so let’s talk, then about using social media properties and an online way said earlier that your your online messaging really needs to be consistent with your your print messaging. Can you say? Well, more about that? Well, you not-for-profits wherever it shows up, it needs to show up with consistency. So you need to really bundle if you will, all of your outreach levers that you’re pulling so that wherever you are when your brand, when your logo when you’re representation, shows up, it’s consistent for anybody who is tapping into it wherever they’re tapping in, and we’ve had a number of guests on the show talk about branding and messaging on dh howto howto determine what your ideal message should be and then make that consistent, but but your advice obviously is across all media. It needs to be consistent. Absolutely. Now, the way that that’s going to the way that you engage might be a little bit different. Certainly social media allows you more opportunity to encourage a kind of back and forth given take almost dialogue, and i think that not-for-profits really need to be taking advantage of that. I have something on your site where your potential donors those that are interested in you, can learn more. Perhaps it’s a survey, perhaps it’s an opinion piece, perhaps it’s a block, but find a way, tio invite more engagement so that you’re pushing and pulling rather than just pushing information. You also want to show people, perhaps by your blogged, or are other social media properties that you’re you’re relevant to what’s what’s happening in the community or in the larger news that’s exactly right there’s so many things that are going on in our world right now and there’s a lot of ways to be really well relevant in to tap into showing your relevant see to your donor base, and you need to take advantage of that wherever you can and in the same time and taking advantage that you also cannot be disingenuous, you need to be opportunistic, showing your relevancy, but not in a way that doesn’t feel appropriate or that could even cloudgood message that you’re trying to get across that that’s probably a pretty fine line because you do want to take advantage of news that is current in the community on the community might be the nation, but a sze yu said, you know, you don’t want to appear inappropriate and trying to exploit news for your own advantage. That’s, exactly right and there’s multiple examples of that in in the world right now. And do you have a moment? I could give you a quick example. Ifyou’re going? Yeah, well, not too long ago. A young a young girl, rachel, back with a nine year old girl up here in my area in bellevue, washington. Unfortunately died in a horrific car accident on i ninety we’ll just prior to her death, she had set up a fund so that for her ninth birthday, uh she asked her friends to donate to a to a charity that she had created. That was teo, uh, create clean water opportunities in africa. We’ll soon after her death. And while her family was still in mourning, uh came to light that there had been this fundez set up, and people began to contribute in her name. And her parents then had the opportunity, if you will, to take this time of morning, and really make it an opportunity of celebration of their daughter’s life too speak to their daughter, and off off also provide an opportunity for people than to donate to this charity. And within six weeks the charity had grown toe one point two. Six million and was providing yeah, water outlets have fifty thousand people in africa. That’s, that’s an incredible and sad coincidence that she had started a charity on died in the car accident. Exactly. And yet there was a very heartwarming heart felt genuine desire from everybody who heard of her story to give. And now there’s been a positive outcome. For that, my guest is mary allison she’s, a partner with oneaccord, which you’ll find at oneaccord partners dot com and we’re talking about nine weeks and a wake up for essentials for year end fund-raising let’s talk about unifying, though you have some really good advice about unifying or tying together print and email. So for instance, we had talked earlier about you said message people where they want to be hurt when where they want to hear from you. But what if it’s a thanks you we want to do that and as many places as possible if it’s a thank you note, tony, great point abs, absolutely. And there are so many ways to do that many not-for-profits will use their year and to again make a personal thank you along those lines and there’s a great way that we can talk about in a minute about how you can use your board and volunteers also do a greatjob in thanking those those people but throughout the course of the year, you know, again is we’re talking about this is what, uh, nine weeks from the day the account down, but again, a lot of these strategies. That you and i are talking about are really things to take to heart for the entire year, so showing those thanks is not just a year end, but it’s around the year and to your point, you know, we also want to thank our folks not only in the letter but also in the email and it’s really a great idea follow-up immediately with an email to someone who’s made a donation so that you’re getting multiple ways to hit them right away with that. Thanks. And in fact, i just made a donation. Tio my college, my university is an alumni, and i was actually immediately hit with a twitter from them thanking me for my donation, and i thought that was such a unique and energetic way to do it. It really it really was a fun thank you for me to get right away. And, of course, i was also followed up with a major letter from the university as well. You can also just mentioned ah website or social media presence in your printed letters, always absolutely there that needs to become a disciplined great call tony and you mentioned online surveying or pulling what? What types of questions might we be asking in these surveys? You know, it’s all kinds of data, if you’d like, you know that you could be collecting at this time. Some of them have to do with your overall scope of bishan for it. If you are a mission that is helping with the homeless, you might wantto have a survey online for your donors to ask them what’s their opinion of the work. What you’re doing in that arena, how are they? How would they rate you? Um, how would they how would they like, tio? Um, you do more do more work, different kinds of working. You can ask them and start to compile that dad and let it influence are perhaps shape the work that you’ll dio. You can also provide links on your site to somebody else’s surveys so that you’re continuing to offer your donor’s new ways to get deeper information about the type of work that your mission is inspired by, or aligned with. Let’s move to direct mail. The printed piece mail. This also needs to be personalized, right? Oh, absolutely. Absolutely. And again, really kind of goes back to what we talked about has a lot to do with the donor segmentation, so you need to get have the the right message at the right time from the right person asking for the right thing. And i guess e-giving got kind of a call that the four right? Okay, on, when we’re using volunteers, there are ways you have strategies you have personalizing the actual letter itself. Why don’t you share some of those? Absolutely, for instance, how i often encouraged not-for-profits that i work with to, uh, let the board members get involved with riding some of those letters, and it could be very, very simple, but very, very meaningful and impactful. So on the, uh, on the return address of an envelope itself, there’s often a little space right above the address where your boardmember can actually print their name so you can segment your list out to those friends of the board members. Give each of the board members of stack and ask them to write to hand, write their name in above your organization’s return address so that when somebody received in the mail, not only do they see their not-for-profits address and name, but they also merely see their own personal relationship with that boardmember associate id there. I love that such a simple idea, and you have an idea for also just on the letter itself. Absolutely it’s so easy just to grab a little pile of sticky notes. Really nice if you’ve got the not for profit logo on them as well. And ask your board members to just write a quick note. A quick note of thanks for your contribution hope you’ll consider giving again. Um, and often times, you know you can. You can add to that a really personal audience. Let’s have coffee soon from mary allison at jubilee women’s center. And just stick that little sticky right on top of the letter self-funding as they open it, they see it. They get that quick note from you and it just makes it more meaningful. Something else that i used to see when i was in the air force was that senior officers would cross out the formal greeting where it said, dear, you know, captain or colonel whatever last name and they write the person’s first name. So they scratch it out on the letter and write the person’s first. Name right above it and that’s not to be corrected is to stay that way. So the person sees the the recipient sees the personalization very good. I love it. And this is stuff we could do at a board meeting, right when everybody’s together at the board? Absolutely it takes fifteen minutes, there’s often during that part part of the board meeting where you’re going through the usual agenda items that there’s not too much going on that you could be doing. You could be multitasking absolutely. And in just the minute and a half or so that we have left let’s talk about using the board or other volunteers what’s your advice there, how can these people really be effective in the last nine weeks? In a day? You know, it’s important that the boardmember is your key. Stakeholders and volunteers know what you’re up to make sure that they’re getting information from your organization about the initiatives that you’re working on, invite them to help you also provide them with some uplifting stories of success, of the of return on invest so they can share them, and they’re going out to their holiday parties they’re meeting with so many different people, they have little nuggets that they can drop into conversations about the good work that your organization is doing. It’s also a great idea to create on your internet site or in your appeal letter, a little paragraph about why i volunteer and let one of your stakeholders your boardmember give you a paragraph about why they dio and it’s just so inspirational. And then at the end of the year end, they could be used very effectively to say thank you. Oh, absolutely that khun metoo be done again by a hand written note or even a phone call it’s such a great practice for the board members to kind of do it. What we would call a phone, tree and let’s provide our board members with ten to twelve names of donors that we had a significant impact and let them give them a call and just say thanks identified himself is a boardmember they’re genuine thankfulness and it’s just like a thirty second call, but has such meaning. Mary allison is a partner with oneaccord, which you’ll find at oneaccord partners dot com we’ve been talking about nine weeks and wake up four. Essentials for your year end fund-raising mary allison, thank you very much for being a guest, tony. Thank you, it’s. Been a real pleasure. We take a break after the break. Tony’s, take two, and then scott koegler, our tech contributor, is going to share ideas about your mobile website, so stay with us. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. Website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the 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 metoo dahna welcome back, it’s. Time for tony’s take to my block this week is let’s help kelly for pete’s sake a solo fundraiser named kelly ass. The question in a linked in group that has over forty five thousand members and nobody had an answer shouldn’t get a single comment. But her question is so common and so basic for small shop fundraisers that i wanted to step in. Her question for the solo fundraisers is how should i spend my time? The woman has to deal with grantwriting and prospect research and acquiring new donors, cultivation of existing prospects and donors stewardship you know the saying thank you to donors. Corporate sponsorship work. How should she spend her time? Andi, i was disappointed that none none of the people in that mogul link group had an answer or suggestions for her. So i blogged about it this week, and i hope you will go to my blogged and give your advice to kelly and the probably tens of thousands of similarly situated solo fundraisers in small and midsize non-profits how do you recommend that they spend their money? My blog’s that m p g a d v dot com i hope you’ll go there and and share your advice that is tony’s take two for friday, october twenty eighth with me now is scott koegler we all know he’s, our regular tech contributor we all know. He’s, the editor of non-profit technology news today he’s going to break down whether you need a mobile site, how to develop one, what to include in yours if you if you do, go ahead. Scott koegler welcome back, tony. Good luck. Are you in greenville, south carolina this month? I am actually so you’re are you with us by mobile in your in your rv? Yes, i’m using skype on the computer, but i have pretty much a full set up here. Ok? That’s cool. I love how you i want youto i want you to bring that rv into new york city sometime. That would be an adventure in itself. Mobile websites. Why do why do we first of all, why do we need a special website? Why can’t people just look att our regular website on their mobile device? The short answer is that the screen size is different back-up the longer answer is that typically there’s no keyboard? So you need to accommodate the differences in the way people interact with websites. That is different from what they do when they’re at their laptop or desktop. So just a small version of our website is not going to look so good. There are some utilities and most of the website development systems that will automatically reform at your website to fit in the smaller screens they detect the browser and the type of device, and they’ll somehow we format, but most of the time they end up just squeezing it, which really doesn’t help much now. Okay, if you don’t have that sort of utility, teo, create it and process it automatically for small size. How how do you develop a mobile website? Hyre the developers are let sites have their own special tools that allow them to make more intelligent decisions about how they reform that change the size. A lot of websites, of course, include banner ads, large graphics header and those kind of things are really those were pretty useless on a smaller device, so they get rid of those they concentrate more on content, some, some concentrate more on interactivity, social media interconnection and those kind of things. Okay, we’re going. We’re going to talk about some of those things that that should be on your mobile website, so it sounds like the place to start would be with the person who developed your you’re latto ordinary. Or day to day website. But it sounds like there’s, also a special expertise that might be needed. Teo downsize it for mobile purposes, i would say definitely. On the other hand, that kind of expertise is is becoming a necessity for anybody who’s developing website. So that’s, they probably not going to have a real hard time finding someone to do that. And you mentioned the first people that developed your original website. At this point, they already have the expertise to be able to reconfigure or develop secondary website. Okay, and my guess is it’s not going to be as expensive as like, say something else, that you and i talked about a few shows ago, which was developing an app, a mobile app. You’re not going to be spending that kind of money on your mobile website. It depends really okay, because mobile app so we were talking about, you know, tens of thousands of dollars? I don’t think so. The case for something you look at a lot of the what people call act. Some of them really are just, uh, depends on the purpose and the depth to which you want to develop this, but applications or apse can be either just dedicated websites are provided by a link on your phone or your tablet. Uh, or they can actually be downloaded applications that link to the back and took it all right. So a nap could be less expensive than i just described. And ah, mobile website could be more expensive depending on how sophisticated you want to get. Okay, so let’s, talk about some of the things that you’re really essential for your mobile website. You want to have a platform for giving our imagine write what you want to do is to start at look at what are the most critical thing? Is that you, if i get people to use on your website and, uh, you know, articles are great, but on a mobile website they may be less important. You will make him available by link and typically texts. And those kind of things will automatically reformat much less italy of a difficulty poor, heavy, too kind of redesign them. But, yes, you said be ableto give donations. I mean, that should be pretty much, you know, an easy thing to do. It should be prominent in the application. It should be, you know, donate here kind of button pretty much the same kind of button you would use on your standard website but linking to eh a formatted page that that was pretty much nothing but allowed a person too donate in the amount that they want and so you want to make that is easy to find as possible. It sounds like just like just like on the primary website. Exactly what have those prominent get too pretty much oneclick kind of a thing. One of the tricks is, too, if you already know who these who your donors are, and if they’re members of your website community, i have an automatic sinan so that they don’t have to go back to and identify themselves again. That makes it way more difficult. You want to be ableto automatically. Recognize who they are, provide them the options for making a donation and the options for a payment again, if you know who they are and heather contribution information the way that they like to give you khun going to that make use of what you really got. Uh, it’s not makes things like paypal, easy to get to or or even credit card donation forms, right? All simple as possible so we don’t lose people who want to give right. And they said they don’t have the keyboard of the bill specifically do have keyboards, obviously on phone and tablets with there, you know the rules really not quite as easy to use, so you want to minimize any of the typing? Ok? Eso minimize typing in favor of buttons to select instead to think buttons to select and automatically updated information again, you have there if you know who they are by virtue of the fact that they are members of your community, for maybe the facebook sign and kind of a function where you don’t you don’t have to type anything. You just have to identify themselves one way or another. Okay, good advice for for minimizing. The typing on a on a small keyboard what else do you like to see in a mobile website? Scott, in the mobile environment show, social interaction is really a big thing most people are using, you know, facebook or twitter, linkedin, uh, google plus to an increase in and out, and so they’re already using those facility. So if you have your website there, you want to be ableto allow them toe quickly and easily share the information again. A donation function should be something that they should be able to click on it and say, sure this with my facebook account and allow me to write in a quick update that says, i just don’t need to do this. So i think you should donate to this cause because of whatever again, make it simple allow them to share it on whatever social media their preferences i would say limited, for instance, don’t just limited to twitter, facebook and the other ones that are important for your constituent community, and these connections are very easy to make maybe not by the average person but by a developer. Certainly the social media platforms are all designed to be shared. Widely right, you’re developers know that without you thinking that something that they would add to certainly your main website, and easily enough to any mobile website. Okay, just in a minute or so we have left before a break. What about events non-profits hold events? What advice do you have around putting those in the mobile website? Well, just like the donation, i would say provide the information about the event in a concise manner provide the dates times, whatever any contributions or expenses that are necessary in order to attend and then allow them to sign up for and say, yes, i’m coming. Facebook has a great, um function for that the the invitation, and so it’s easy enoughto leverage off of that, or just to provide your own there’s plenty of services available for your website as well that, uh, allow you to set up on the event and invite people and then accept their participation. We’re going to take a break, and when we return, scott can go to the editor of non-profit technology news will keep telling us about advice for your mobile website, so stay with us. Talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven in two, one, eight one eight three the conscious consultant helping huntress people be better business people. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile market. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Told you. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. Welcome back, scott koegler and i were talking about your mobile website, scott, just to wrap up what we were just talking about before the break events there’s that spiffy little, you know, little mapping applications that i see on lots of websites. Bilich certainly those air are good for events, you know, people don’t know where the location is and be ableto click here and guide me there, get directions. Those bills are great, helpful applications, you know, i just read that tom tom, the maker of gps systems typically for cars, is going out of the hardware business because nobody argue anymore, they got it on their phones in their tablets. Oh, interesting. So the two players in that really are tom, tom and and garment is the big one, right? Right, right and no indication that they’re going out of the hardware business. I didn’t hear any announcement from garment, but i was kind of surprised. Tom tom, they make cem really great physical equipment, and i used both. I used the tom tom and i also used my my cell phone, my smartphone and i still use the tom tom quite a bit, just because it hangs on my yeah, okay, but those those dashboard devices always have the advantage of talking that speaking the directions does your phone do that? It does? Yes, it does. I just used google maps actually on my cell phone and it talks and allows me teo to guide i i don’t talk to it. I don’t even know if it has that some of the town tommy and have the ability to say actually talked the address we’ll get either. Okay. Interesting. So back to the mobile websites i would i would think you’d want to have a way for people to reach you if they want to know if they want to have further interaction further find out, get more information, sure and again, this is something of a typical on a website where you would typically, you know, quicker button that would email or bring up a chat box. I’m on a mobile device course difficult you’re talking about a cellphone or smart phone, so it makes a lot more sense. Maybe just click and talk, so include the phone number there with a click button alittle magically dials phone number and get you directly to to the non-profit that they’re trying to talk to excellent, okay? And and finally, you had some advice about content, news, content. Well, i really believe that content really is important in almost every aspect of communicating and the next newsletter presentation and those kind of things and if you’re doing that anyhow on your website, which i would have to believe that most non-profits air doing there, providing information about who they are, what they do and what they would like to do. So being that mobile devices are things that are used pretty much intermittently, not like a desktop where you sit back and you actually sit there for a while, you want to be able to provide people easy ways to read your content, so either by way of a knee mail update to the cell phone or maybe an rs s feed or there are a whole lot of other feed mechanisms that will bring your content to the cell phone. It is critical because those air, those off moments where, you know, maybe they have time to read two, three, four hundred words with the text as they’re waiting for whatever it is a bus in a cab somewhere, whatever they happen to be doing, and i don’t have something else occupying your time, scott let’s remind people what are ss feed? What does that mean? Uh, really simple syndication, which means almost as much as our ss, right, but it’s, where most people will know it is google reader, google reader i accept those kinds of feeds and present them in a format easy to read me to track what they’re interested in, and we’ve talked in the past about having video on your site. Can you do that on your mobile site? Also, pretty much any smartphone or tablet will accept the video. One exception, of course, is the big exception the iphone, the ios environment with iphone and ipad that don’t have don’t accept flash video, which still is predominant on pretty much frustrating issue for those people, those millions and millions of people using the apple devices. So but you do want to be able to be viewed by users of that kind of device, so they’re always to do it. Your web developer can help you get around them, and when we’ve talked about video, we always make the point that it doesn’t have to be high end video. I mean, it could just be something that somebody pulled out a phone and and put them put in front of themselves when it’s when it’s riel heartfelt and genuine about the charity. Absolutely, but i would add to that the most critical part of the video is actually the audio it’s amazing that people sit through just terrible quality video feed, but they’ll immediately turn it off if they can’t hear. So be sure that you you sound is adequate, that you’ve got the the recording device close enough to the person doing the talking that the sound comes through and then it should be okay. All right. And, scott, just a minute we have left. You mentioned google plus earlier. What are you seeing now that it’s been out on dh public? How are you seeing it used? Are you seeing it used widely? I mean, really, actually people using it. Not just signing up. What are you seeing? Uh, the current number is around forty million users, which is pretty phenomenal, actually short period of time, they’ve been out. They just recently actually yesterday announced that they’re integrating the the blogged the one facility, i think it’s blonde dot com brother dot com, which is google property, so they’re going to be linking google plus with blogger, which makes a whole lot of sense because if you’re now the block near post will be shown in google, plus so little by little google’s, integrating all their properties and other facilities with google plus and it’s really getting traction. One of the comments that i saw just recently was that it’s not so much about your family, it’s more about your other relationships, your business relationships and your professional relationship. So i think google plus is carving out a niche that is not so much directly competitive with facebook, not that they don’t want a lot of that business, but i think they’re going in a little bit different direction, and they’re being successful at it. Scott koegler is the editor of non-profit technology news, which you’ll find at n p tech news. Dot com he’s, our regular tech contributor. We talked to him once a month. Scott a real pleasure. Thanks very much for joining us. Thanks, durney. Take your good to have you want. Thanks, scott. And also mary allison from washington st mary, thank you very much for joining us next week. Assess your asking style author andrea kill stead will be with me for the hour to share her insights into the four asking styles and what each different style needs to be successful. Are you a mission controller or kindred spirit? Find out next week with my guest, andrea kill stead you can keep up with that’s coming up week after week. 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