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    Business

    The Nonprofit Exchange: Leadership Tools & Strategies

    The Nonprofit Exchange is built for nonprofit leaders, board members, donors, and interested parties.

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    Latest Episodes:
    How to Use Support for Non-Profits to Build a Commercial Brand Feb 16, 2020
    Show notes

    How to Use Support for Non-Profits to Build a Commercial Brand

    The Story of Barefoot Wine with Founders Bonnie Harvey and Michael Houlihan

    Michael Houlihan and Bonnie Harvey are the founders of Barefoot, America’s #1 wine brand, and co-authors of the New York Times bestseller, The Barefoot Spirit. They started with virtually no money or wine industry experience and pioneered ‘Worthy Cause Marketing’.

    They now share their innovative approach to businesses as consultants, authors, workshop leaders, speakers, and are sought-after thought leaders in entrepreneurship in both print and broadcast media. They co-author weekly blogs at www.thebarefootspirit.com & www.consumerbrandbuilders.com

    Audio Book

    www.barefootaudiobook.com

    www.thebarefootspirit.com/freechapter (this is a free chapter for your listeners)

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    The Nonprofit Exchange Reviews of 2019 Feb 09, 2020
    Show notes

    Highlights and Key Points from Recent Interviews of The Nonprofit Exchange
    Part 1 2020

    Hugh Ballou d Russell Dennis, co-hosts of The Nonprofit Exchange provide highlights from interviews over the past few months.

    Russ and Hugh distill some of the key points and sound bites from these wonderful interviews with people making a difference in nonprofit leadership.

    Co-Hosts, Hugh Ballou and Russell Dennis share highlights from the past six months of episodes of The Nonprofit Exchange.

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    Maxing Out the Mission with Robert Day Feb 02, 2020
    Show notes

    Maxing Out the Mission:
    Leading a Cause Based Local Charity with Robert Day

    Robert Day's childhood of poverty and abuse included more than 35 homes before his unlikely graduation from high school. Today, through God’s grace, and with two Master’s Degrees in hand, Robert’s life work is dedicated to keeping children safe and families strong. Robert’s inspiring testimony, together with his unique and timely perspective, has made him a sought-after speaker for conferences, churches, civic audiences, and beyond.

    Robert is the author of two books, Worst of Mothers…Best of Moms, and Desperately Healed… My Journey to Wholeness. These tell his story of a tumultuous childhood, and the arduous process of healing as an adult. Born to a teenage mother, who was herself a ward of the state, Robert survived abject poverty, neglect, and abuse; but in the end, this is a story of God’s infinite grace and mercy, and how He uses our pasts for His purpose.

    In addition to his testimony, Robert loves to speak on issues of Child Welfare (particularly the history of the orphanage movement), Overcoming Poverty, and the process of Social and Organizational Change.

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    How to Raise Major Gifts for Annual and Capital Campaigns w/Amy Eisenstein Jan 26, 2020
    Show notes

    How to Raise Major Gifts for Annual and Capital Campaigns w/Amy Eisenstein

    Amy Eisenstein, ACFRE is the CEO and Co-Founder of the Capital Campaign Toolkit. She is also a consultant, speaker, author, and trainer with Amy Eisenstein, LLC. Her published books include: Major Gift Fundraising for Small Shops, and 50 A$ks in 50 Weeks. Amy served as president of the AFP-NJ Chapter in 2014 and 2015 and received the AFP New Jersey Consultant of the Year award in 2019. She became a CFRE in 2004 and received the ACFRE in 2013. She blogs at www.amyeisenstein.com and www.capitalcampaigntoolkit.com.

    All donors do not give equal amounts of money. Focusing on top donors will enable you to raise more money efficiently and effectively. In order to raise more money every year, leverage tools and techniques used in capital campaigns to raise major gifts for your annual fund.

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    Nonprofits Partnering With the Community w/Bishop Kirkland Jan 19, 2020
    Show notes

    Nonprofits Partnering With the Community Interview with Bishop Ebony Kirkland

    Despite her success in the business arena, Dr. Ebony Kirkland felt drawn into the Ministry. She often cited a need to serve God in a more profound way, sharing her talents and expertise in expanding and working on behalf of “The Kingdom”. In 2003, she became founder and senior pastor of the Living God Ministries Worldwide. In the second year of her ministry she expanded an international ministry which she was able to adopt and minister to churches in Costa Rica, Panama, Guatemala, Egypt and Africa. Her innate bilingual language ability affords her to reach out and minister to Spanish communities spreading the gospel. She also uses her business skills to motivate and inspire individuals to maximize their God given talent and to work on building God’s Kingdom on Earth. Dr. Kirkland most recently has collaborated with other ministers of faith to form the Universal Clergy Coalition (UNCC) in which she serves as the current Vice President. The mission of UNCC is to collaborate and to bring forth peace and understanding among the various interfaith denominations. In addition, Bishop Kirkland has formed a Worldwide Association of Small Churches. The main goal of the association is to provide mentorship and training for small church pastors. In addition Dr. Kirkland has formed the Christian Chamber of Commerce, the Health Chamber of Commerce and Youth Chamber of Commerce. She was consecrated into the office of the Bishop by the College of Bishop of the Council of International Charismatic Bishops (CICB) to serve as the Presiding Bishop of the Church of the Living God Ministries Worldwide in November of 2009.

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    Making Your Organization Attractive for Cause Marketing Collaborations Jan 12, 2020
    Show notes

    Making Your Organization Attractive for Cause Marketing Collaborations Sheryl Green is a writer, speaker, and animal rescuer. She is the author of four books including her most recent, Do Good to Do Better: The Small Business Guide to Growing your Business by Helping Nonprofits. Sheryl also serves as the Director of Communications and Cuddling for Hearts Alive Village Animal Rescue in Las Vegas. There's a way to position yourself so that businesses want to work with you and help you raise money. Read the Interview Transcript Hugh Ballou: Happy first of the year! It’s 2020 when we’re recording this. Russell is in Denver. I’m in central western Virginia, the commonwealth of Virginia. Sheryl is in beautiful Las Vegas, Nevada. Sheryl, welcome to The Nonprofit Exchange. Tell people a little about what you’re doing and why you’re doing it. Sheryl Green: Thank you so much for having me. I’m excited. The why I’m doing it I think is the most important to start with. In 2008, I went through a very difficult divorce and moved out to Las Vegas for a fresh start. Went through horrible divorce, horrible bankruptcy. Did not know anybody here besides my parents. Ended up in a pretty serious depression. At that point, my step-mom dragged me off the bathroom floor, where I was curled up hysterically crying, and she said, “Go do something for someone else.” And it was the best personal advice, and it turned out to be the best business advice that I’d ever gotten. I found my way to animal rescue. I started out doing small adoption events, and eventually I worked my way up to creating 5,000-person events. I put on a festival and started as the director of communications (and cuddling) for Hearts Alive Village Las Vegas. Even though this has been a volunteer role pretty much the entire time, and I’ve been on the board, but it started to dawn on me just how difficult the nonprofit world is. Anybody that has spent any time in there, you have spent half of your life with your hand out, begging for money and begging for help. It took a while to put that together. I started my own business with speaking and writing and things like that and realized that if a nonprofit could actually connect with a business, and even more importantly in my world, a small nonprofit could connect with a small business, we could make some real differences in our communities. That is what got me on this path. Hugh: Whoa. What a novel concept. I have worked with nonprofit leaders for 32 years. Russell has a whole history in various forms of working in nonprofits. It spans more years than that. I am in the saddle as the president of the Lynchburg Symphony Orchestra. Doing stuff inside of an organization is different. I developed my methodology working inside of organizations. I have been working outside for so many years. It’s good to go back inside and see both sides of this. I’m pleased that all the systems we created actually work. There is a funny relationship that organizations have with businesses. Businesses don’t understand basically why it’s good for business to be active and to support nonprofits. When you first have a conversation, do you start with a nonprofit or a business? Sheryl: It depends on the situation. I was going to say that I start with the nonprofit, but you know what? Now I am starting to work closely with small businesses, showing them, going beyond the obvious “Yes, you should help, and we should change the world together,” going beyond that and showing them the benefits to their business of helping, getting in front of a new audience, attracting those who believe in the same things as you and really branding yourself as someone who cares about more than just money. Hugh: Triple bottom line. Sheryl: Yes. Hugh: People, the planet, and the profit. Sheryl: I like that. Hugh: It is. There is books behind you. Are any of those books created by you? Sheryl: Those books are all by me. I’ve been writing. I started out with fiction back in 2009. I have a degree in forensic psychology. I never actually got to hunt down serial killers, which is what I wanted to do. Instead, I decided to write about them. Those books have not yet seen the light of day, but they will. I moved into writing nonfiction probably about four years ago now. And started out with a personal development book about my own experiences. Then moved onto how can I help businesses and nonprofits improve their organizations. Hugh: Wow. I’m sure we can find those on Amazon. I will put them on the interview. SherylGreenSpeaks.com is your main website. I believe it’s on the page we set up for this interview. A little more. How does the book connect you in the world? Does the book have a functional reason? Is it just you telling your story? Sheryl: That’s a longer story. My journey in speaking has been circuitous. I started out not knowing what I was an expert in because in the speaking world, you’re not a speaker, you’re an expert who speaks. I realized after my divorce and the hard knocks I’ve taken that I was really good at getting kicked and getting back up stronger and being that resilient, learning how to teach resilience. I started out on that path. It took a little while to realize that wasn’t necessarily where my heart was. I moved into realizing I’d been writing content for businesses and nonprofits for a couple of years at that point, and I realized that I’m a storyteller. It started out when I wrote fiction and moved onto when I was actually writing for businesses. I realized I could teach businesses and nonprofits how to communicate what they do and how to share that story so that they can really better serve their clients and donors. One of the stories I wish I could tell you exactly where I came across the term “cause marketing.” I don’t remember. I suspect there were angels in a bright light. When I realized that there was actually something in place for nonprofits and businesses to work together, that became one of the stories that I recommend we tell. You’ve got your why story, which most people talk about their origin. You have success stories, and that you’re actually doing what you say you do. The cause marketing story goes beyond that for me. I like to call it selling warm fuzzies instead of widgets because for the business, it becomes less about what they actually do and what they sell and more about who they are and what they stand for. It evolved from there. I started studying cause marketing and learned more about it. I realized it could make a huge impact in how nonprofits and businesses operate and in the cesspool of disaster that our country is in. I’m sorry. That wasn’t positive, was it? Hugh: It’s realistic. You didn’t blame anybody. Sheryl: No, no. It’s just a mess. We won’t go into that. Hugh: Fascinated by going back to ancient stuff. Going back to the Bible, in Ecclesiastes, he says, “There is nothing new under the sun.” Back when they wrote those books, they are dealing with the same kind of stuff we have right now. It seems like in all these years, we could have progressed civilization. Sheryl: Just a lot less social media back then, so it wasn’t as painful. Hugh: People had a way of getting things out. There are several points of connection that come to my mind. One of our guests gave us a different word, for-profit and for-purpose. Nonprofit is a dumb word because you have to make a profit, but it does identify the segment. The business can be a donor to the nonprofit, which is philanthropy. The business can be a sponsor, which is their marketing money. The business can provide in-kind support. It could be printing, volunteers. People in the company might want to be of service. If it’s a food bank or a free clinic, they could go down and serve on a regular occasion. We have donors, sponsors, in-kind contributions. Those are very different. And then there’s making space available. Sometimes companies have meeting rooms or event spaces and planning and implementing skills. There are those kinds of connections. Are there others? Do you want to talk about those and how they benefit both sides? Sheryl: While I use the term “cause marketing,” I want to give this brief statement that it’s not just cause marketing. That term has been pigeonholed for the buy one/get one, the pin-ups in stores, where it’s transaction-based. While that is wonderful and definitely one of the approaches that you can take, I think there is a lot more that we can do, from the small business standpoint, in terms of standing for a cause. So that it’s not just if you buy this, I will donate, which is great, and you should do it. But there is also spreading awareness, sharing your audience with that nonprofit. Creating awareness around the cause. A lot of people don’t even know what issues are out there. I don’t know how this is even the case, but I was at a fundraising workshop a few months ago, and she said that some people don’t donate because they’re not asked. Hugh: That’s right. Sheryl: They’re clearly not on my Facebook page because I am asking for donations all the time for the rescue. Creating that collaboration, and I will not say partnership, gives you the ability to bring your customers into that world, into that cause, and gives them an easy way to support it. The reason I say that is because there are so many different things. You touched on a bunch of them. The easiest way to look at that is time, talent, and treasure. You can donate some of your time or your employees if there is a specific job that needs to be done, and treasure, your money, your in-kind services. You mentioned real estate, giving space. The large organizations, the large businesses, they know this. They have got this down. A lot of my examples will be from the animal rescue. PetSmart donates space all the time for local rescue groups to come in. It’s no skin off their back because they have the space anyway. They are getting more people into the store. They have a higher footprint in there. If you get a dog or cat in PetSmart, chances are you will buy some supplies in there. You won’t turn around and go to Petco. Again, they get that benefit, the halo effect of we’re just not about making money, we want to find those pets homes. We know that our audience, our customers care about that cause. It’s something that the larger businesses have known for years. I think the larger nonprofits have known for years. But when it comes to the small businesses and the small nonprofits, who I think get left out of the conversation because they don’t have that staff. It’s just a bunch of dedicated people who are giving up their weekends and spare bedroom to work for a cause. Hugh: There’s another channel, which I did leave out, which is board members. People in the company can serve as board members. I’m thinking as you talk about cause marketing, it’s because marketing. It’s because it provides value to humankind. Because it’s good for business. Because, because, because. Sheryl: That was almost the title of the book. Hugh: Was it? I want to toss the interview to Russell, who has some thoughtful questions. This is very helpful, Sheryl. Thank you for sharing today. Russell, what are you thinking? Russell Dennis: I’m thinking I love her approach. When you get a good idea, write a book. That way people know about it. It creates accountability for yourself because you publicly went out and said things. Large organizations do have a little bit more bandwidth on the marketing front. You have businesses of all sizes. Some of the larger ones may have in-depth plans. Talk a little bit about ways that small nonprofits can get on the business’s radar screen. On the flip side, talk about some ways businesses can identify some of these smaller organizations that are doing work that is In line with their corporate social responsibility programs. Sheryl: I think first, from the nonprofit standpoint, even the small ones, you are building a business. The small ones that survive and eventually grow larger, they understand this. The ones that are just a bunch of gung-ho people who have huge hearts and really want to change the world, they’re wonderful and amazing, but they’re going to burn out. If you don’t look at it as a business and creating a sustainable organization, you will fall flat. One of the biggest things that I’ve seen—of course there is the whole debate on overhead—a nonprofit that turns around and waves a flag proudly, saying, “We don’t pay anybody. Everything goes into our programs 100%,” it’s fantastic for the first three to six months. After that, it’s not sustainable. Thinking about it as a business is that first step. The second one is building that brand. Realizing just like a business, you need to be raising awareness constantly. You need to be building your social media footprint and your email list and making yourself attractive so that somebody would want to come and say, “Yeah, I want to work with you. You have 10,000 followers. You have an email list of a couple thousand people I would love to get in front of.” From the nonprofit standpoint, it’s being able to communicate what you do very clearly. What is the benefit you bring to the marketplace? Even though it’s for purpose, you’re still in a marketplace. Communicating that and raising that awareness constantly. For lack of a better term, keeping your nose clean. Keeping that reputation up. News travels fast. It really does. There are great quotes out there, none of which are coming to mind right now. A reputation can be destroyed in one Facebook post, one conversation, one argument that you have, or one bad-mouthing of another organization. Making yourself attractive is about you have to look good before you can attract someone. That sounds so bad. Building up your group, your brand. Being easy to work with. I talked about this in my book. We had an e-cig company that reached out to us and wanted to do some fundraising for us. I asked her what she needed. How can we help? Logos, promotion. What can we do? She said, “No, you’re fine. We’ll tell you when we have the check.” They brought the comically large check, and we did the photos and everything. She thanked me for being easy to work with. And it blew my mind because they want to give you money. Why are you making it difficult? If it’s a good match, do what you can, and I understand. We’re understaffed. Some are not staffed at all. Find that person who is willing to be that point of contact. Sometimes they don’t want to do what the rescue or the organization does. I don’t go into the shelters. I don’t pull animals out. I can’t do it. It hurts my heart. But I can do this. Find those people. Find the people who want to be the go-between, the media, the connection. Did that help? Russell: When you’re talking about getting people involved, I love time, talent, and treasure, that’s what I talk about, it’s hard to confuse it. People who give you one will generally give you the others if you ask. It’s astounding how many people don’t ask. There is something about asking, which speaks to a concept of value, I think. Value is a word that gets a different angle placed upon it by a business. What you’re doing when you’re trying to create or grow something, you’re actually providing value. When it comes to looking at a nonprofit, and you talked a little about overhead, people don’t think of the value of those types of things when it comes to a nonprofit. Businesses are rewarded by higher-end marketing geniuses coming up with campaigns and investing in making their people better so they can provide better service. There is some sort of resistance when it comes to charity work to the idea of having a nonprofit invest in these things. How do you flip that conversation around in the minds of people who write a check? As far as having the infrastructure to actually deliver value. Sheryl: The first thing that I do, I’m a huge fan of Dan Pallotta. His TED Talks should be mandatory watching mate…

    Full show notes at the publisher

    Developing a Winning Brand for Your Nonprofit with Jawansa Hall Dec 22, 2019
    Show notes

    Jawansa Hall is the owner and Creative Director of Blackwater Branding in Lynchburg, Virginia.

    Blackwater Branding is an award-winning visual branding agency that designs for print, web and social mediaplatforms. We work closely with each client to create a digital experience that not only drives communication andinteraction, but also commerce and brand awareness.

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    How to Find Your Major Donors of the Future with Jay Frost Dec 22, 2019
    Show notes

    Jay Frost brings together people, ideas, and resources to fuel positive change in the world. He has worked with hundreds of organizations to identify and pursue billions in fundraising opportunities around the world. He has been recognized as one of America's Top 10 Fundraising Experts by Philanthropy Media, one of the Top Eight Fundraising Influencers by Elevation Media, one of the Top Thirteen Excellent Fundraising Consultants by Double the Donation, and one of the Top 100 Charity Influencers by Onalytica.

    A successful fundraising program is within the reach of any charitable organization. But it often takes a shift of perspective and One of the greatest challenges for every nonprofit is attracting individuals with the capacity to give a major gift. In "Power Prospecting,"Jay explores how to find the top wealth holders within your constituency, throughout your community, across the country and around the world. Whether you are embarking on a capital campaign or just trying to expand your private philanthropic support, this workshop will prepare you to identify people who can make your mission possible.

    More about Jay Frost at https://www.frostonfundraising.com/meet-jay

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    A Spotlight on SynerVision Leadership Foundation's Online Community for Community Builders Dec 08, 2019
    Show notes

    A Spotlight on SynerVision Leadership Foundation's Online Community for Community Builders About Today's Episode: Today's episode is a little different. Rather than interview a nonprofit expert, founder and president of SynerVision Leadership Foundation, and host of The Nonprofit Exchange, Hugh Ballou shares some details about the online community for community builders. He discusses the details about all the resources and added value that nonprofit leaders get by joining this community. Read the Transcript Hugh Ballou: Welcome to The Nonprofit Exchange. This is Hugh Ballou, founder and president of SynerVision Leadership Foundation. People don’t really know the word “SynerVision” because I made it up. I’m a musician. I’m a conductor. Conductors create community. We call this “ensemble,” whether it’s instrumental or vocal, it’s a choir or orchestra. It becomes an ensemble because we function together at a higher level. In our boards and our staff and our committees in the nonprofit world, which includes churches and synagogues, we create this higher functioning. It’s the synergy we create with a common vision. The synergy we create with a common vision is defined by SynerVision. As leaders, we are catalysts, we’re visionaries, we lead, we influence people, and we make things happen. For 32 years, I’ve been working with nonprofit leaders all over the place, on at least four continents and multiple countries. A lot of work in America. A lot of work with cause-based charities. People wanting to impact other people’s lives. I spent 40 years serving an organized church from 120-12,000-member churches. I’ve seen it from different perspectives and different sized organizations. I have worked exterior to multiple types of nonprofit organizations. Membership organizations, cause-based charities, and many others. We have a million and a half 501(c)3s in this country. What I do know, statistics show that half of the new nonprofits that are formed every year will close, some with money in the bank. They will close because they are not able to fulfill their mission. There are many reasons for this. More often than not, it’s one person with a cause, with a passion, with a fire; however, that person is unable to let that fire spread and build a sustainable legacy under that vision. We want to make sure that we’ve fully thought out the process, built a strategy, and built a team; therefore, we can be fundable and sustainable. You can create your legacy that can continue. SynerVision is the legacy I am creating that will continue the work after I’m gone. I want to share about the work of SynerVision. It’s for nonprofit leaders and clergy. Those of you making a difference leading an organization, one you founded, one you didn’t found, it doesn’t matter. You’re the person in charge of implementing the vision. You’re the person influencing others to make things happen. You’re the person that builds and maintains relationships so that you can lead, you can fund, and you have a communication system based on, yes, relationships. SynerVision is designed to provide high-quality resources for you working in the trenches, things that are going to help you get unblocked. Maybe you’re not blocked, but you’re not really hitting your stride. Maybe you have some money and have a staff, but if you got more funding, more staff, more focus, you can impact more people’s lives. It’s not about the money. The money is necessary to provide for people who do the work. It’s sort of like building a car. Once we build the car, we have to get the gas to make the car go. Therefore, money is an important commodity that we must have a replenishable supply because we do run out of gas. We have to refuel. In order to make that happen, there are lots of moving parts. My job is to equip, empower, and train nonprofit leaders to build boards, to build strategies, to build systems, to create funding, and to impact people’s lives more fully. To fully achieve the mission of the organization. Let me do a few terms, define a few terms at this point. In my world, as a strategist, I am a transformational leadership strategist. Transformational leadership is the culture of high performance. The leader leads the culture, sort of like a conductor leads the orchestra or a choir. We don’t play the notes. We enable other people to perform. We lead. We guide. We influence. The leader is the leader. In terms of strategy, we must know who we are, what we’re doing, what we stand for, who we serve. Our vision is that short statement that creates this mental picture of what we’re doing. SynerVision Leadership Foundation transforms organizations to impact people’s lives, building legacies. You doing okay, you say? Okay. Could you do better? Could you impact more people? Leaders at the top of their game impact more people. Leaders saying, “I’ve got it all. Don’t need any” are pretty dangerous. We need to stay out of people’s ways because we never learn it all. At 73, I am continuing to grow my skillset, my abilities every day. I encourage you to think about building the skillset. Define the terms of engagement. The vision is the concept. What are we? What defines what we do? Rise Against hunger, feeding people. Their vision is ending hunger in our lifetime. They didn’t limit it. Powerful vision. The mission statement is application. SynerVision does transform organizations and leaders, empowers them and engages them, equips leaders for service through leadership training, strategy, board development, funds resourcing. There are a lot of tools of the trade. Fundamentally, we guide you in creating your vision, your mission, your objectives, your funding strategy, your budget, and all the people parts of working an organization. We can have this piece of paper, a strategy, but without the people, it’s a piece of paper. Think of a conductor stepping on a podium, and they have this piece of paper in front of them with all these dots. We call that music. It’s a conductor’s score. Everything that happens is written in that piece of music. When you sit in front of your board, your staff, your committees, you have your road map. That is your strategic plan. SynerVision, we have created what we call a solution map. Where do you want to be? How are you going to get there? It’s not a business plan. People can extract a business plan from this. That’s a simpler document. It’s a financial document that you give a major funder or your banker. The strategic plan, the solution map is a plan of operation. It’s an implementation document. Do this first. Do this next. Do this concurrently. Who does what and when, and how it all leads you toward manageable, quantifiable objectives. I’m talking about SynerVision Leadership Foundation. It’s a resource bank, specifically for those of us leading social benefit organizations, charities, religious institutions under the umbrella of nonprofit. IRS calls us a tax-exempt organization. It’s a for-purpose organization, not necessarily a for-profit organization. The flow of money is important. There are many regulations guiding how we utilize those funds, but we do have a pathway for good. We want to impact people’s lives. That’s why we exist. I’ve created this online resource. We’ve called it the community for community builders. If you are doing work of a charity, it’s governed, and financial guidelines are set by the board of directors. You may have founded it, but you don’t run it. The board of directors is in charge of the organization, not the day-to-day operations, but the governance. How you set policies, what do you approve, do you approve contracts, do you approve the budget. The board sets that strategy. The implementation is done by staff. That’s a clear delineation. Now having said that, I’ve worked within organizations that are in transition. If the board didn’t work, nothing would happen. The board must be engaged, must be active, must be donors, must be on committees, must be doing the work of the charity, guided by staff. The staff reports to the board. It’s a very good system. The executive director and the development/funding strategist are employed by the board. They serve at the pleasure of the board. They fulfill the strategy using the marketing plan, funding plan, strategic plan. They do the work of the organization and report through the president, the board chair to the board of directors. There is a clear definition of how this all works. We don’t have all this knowledge in our heads. We know what we know. We’re an expert at what we do. We have a passion. We have a vision for excellence. We are impacting nonprofits, empowering, engaging, raising their capacity for performance. We are connecting the dots from strategy to performance. Sounds like a conductor. We conduct the performer. We can do all the planning we need to create results because people are depending on us. We are called to a higher cause. This is the labor of our passion along with all those people who serve us as volunteers, staff, board members, committee chairs, committee members. The leader rallies that. This is all under the umbrella of how we build communities. We are building communities: your board, staff, volunteers, the people you serve. You are building communities of action. We turn apathy into excitement. We turn passive into active. We as leaders transform ideas into reality. We transform people’s lives by the work we do. We need support. It’s lonely work. We’re overworked. We’re underpaid. We have a lot of stress. There is a pathway forward for that. It depends on the leader constantly building their capacity to lead. Actually, the leader does less. Other people do more. I hear from folks who are burned out. “I have been willing to do what I ask other people to do.” Yes, that’s right. The key word is “willing.” You know how. You’re willing. However, there is somebody sitting around that board table who is very capable. If you do it, you’re robbing them of an opportunity to use their passion for good. That’s why they’re there. We must get out of the way. We create the system. We manage the system. We lead people. We don’t manage. We lead people. We inspire. We influence. That’s hard work. I don’t care what anybody says. It’s very difficult work. Actually, it’s more difficult in the nonprofit community than in the business community. It’s important work, and that’s our calling. I’ve created a private space to get people out of the toxic environment of today’s social media. It’s really bad. We get distracted. We find all kinds of harsh things happening there. We see things that we’re not proud of on social media. I’ve created our own community. It’s just for people like you. Just for people like you. it’s an online community for those of us building communities. In the South, we say none of us is as smart as all of us. That’s an important statement. We are the sum total of the people we hang around the most. Now, what happens if we hang around broke people? What if we hang around people who have failed at everything they do and have no initiative to learn from those experiences? How does that shape us? Sometimes, I’ve met people who want to hang around others that they perceive to be less qualified than themselves because it elevates them in other people’s eyes. Oh, you’re more important. You’re more successful. Turn that around. You want to be with people much more successful than yourself. In the community, you have the chance to do that. It’s a private community for those of us leading for-purpose work. It’s the SynerVision Leadership Community, a community for community builders. You can find it at nonprofitcommunity.org. NonprofitCommunity.org. Remember that? It’s pretty easy. NonprofitCommunity.org. It takes you to SynerVision. Blue button, “Join.” $40 a month will buy you a lot of stuff. Peace of mind. Stress reduction. It’s a network of people doing the work that can help you. You get a whole lot of goods. You can try it out for a dollar for the first month. If you like it, you can keep on. When you join the community for community builders, I give you a program that I sell for $97. You’re selling $100 almost. It’s the five pillars to success. It’s the five pillars in building a successful recurring income organization. We need to have all the pieces in place. You need all five of these. You can’t skip one. It cuts your ability by half if you just eliminate one. It’s the five pillars. Video, action guides. It’s a short course. It won’t take you a long time. You can do it all in one morning if you want. Download the program. Once you join, it’s free. That’s my gift to you as a joining bonus. There is also a report on building a profitable, sustainable nonprofit. It’s a read-only report. It’s not a video. Those two things will give you value. Plus you get a 50% discount—remember, you paid a dollar to get in here. You will get a 50% discount. One buckaroo to try this out for a month. Then it will go to the $40. You could go save $200-$500 on programs. Self-study programs that will make a difference. How about if somebody can help you find your blind spots? Those things that keep you hitting the wall. Those things that throw you off a cliff. Those things that get you stuck in the mud. You didn’t see them. They are making you stuck. Maybe you think you’re making progress. Your board and staff might think differently. You have no clue as to what’s missing. Those are blind spots. What do we know? What do we not know? What is it that we don’t know we don’t know? I don’t know it all. I hang around smart people. That’s the guide. Hang around people smarter than you. We have turned the consulting model around. It’s WayFinders. We guide the way. You know more about your work than we do. We have systems. We help you learn the systems that you can apply your knowledge to learning to running your organization that is so important to you, the world, and the people around you. Take off the stuff on your forehead that says, “I know all this.” No. No. We don’t know everything. We know some things. The more I learn, the less I realize that I actually know. There is so much. The best leaders I work with are constantly working on building their skills. That’s what I’ve learned. If you want to learn, make some mistakes. Those are learning opportunities. If you want to grow, hang around successful people. If you want to be the best, continue learning. We’re providing this community from SynerVision for you. You join. There are 400 articles about leadership. There is five years’ worth of magazines you can read: The Nonprofit Performance 360 Magazine. Articles by wonderful people on many topics. When you join, you can get that magazine in your mailbox four times a year. You have curriculum. There is a forum on topics. As you’re in there, you’ll get to weigh in on what topics are important to you. 24/7, you have access to all of this. One day a week, it’s office hours. I show up. Hugh and people who are influencer members for Q&As. What about this? What about that? It’s guided through the curriculum of the online program, Unbound Leader, which you get at a 50% discount. Topic-based conversations guiding your learning, helping you figure out how to apply the knowledge. Getting contacts all over the country from others who are in this learning covenant along with you. Once a week, once a month, whenever you like, you can chime in. It’s video. We see you, and you see us. Or you can just listen to others. Many times, we learn more just by listening to others ask questions that we may not have ever thought about asking. So the online community for community builders has lots of great value. I am encouraging you to try it out. You’re risking a dollar. There is no refund option. It’s a dollar. You will get a whole lot more value the first 30 seconds you’re there, and you continue receiving value. The more we build critical mass, the more good people who…

    Full show notes at the publisher

    Top 3 Branding Mistakes Your Profit Needs to Stop Making Now Nov 25, 2019
    Show notes

    How to Put a "Twist" in Your Brand with Julie Cottineau (Archive) Julie Cottineau is the Founder and CEO of BrandTwist, a brand consultancy group that helps entrepreneurs and corporations build stronger, more profitable brands. Prior to launching her own business, she was the VP of Brand at Richard Branson’s Virgin Group, overseeing branding strategy for new and established Virgin companies in North America. About the Interview: Ever wonder how Richard Branson manages to shake things up every time, in so many different industries? Julie Cottineau, spent 5 years as the VP of Brand for Virgin in North America helping to grow this iconic brand. Now the best-selling author of TWIST: How Fresh Perspectives Build Breakthrough Brands (Panoma Press 2016), Founder & CEO of BrandTwist will show you how TWIST your non profit's brand for maximum impact. Fresh ideas come from looking at old problems from new perspectives. In this podcast, Julie will teach you how to: Go beyond “me-too” marketing, and get stand out Make the most of every brand touch-point – large and small Connect with target more deeply to create loyal brand ambassadors Walk away with tangible new ideas for your organization Why nonprofits should care about brand A unique, compelling brand can make or break even the strongest, most worthy enterprise. Once you understand the true nature of your brand, you achieve clarity and focus. You are in a much better position to serve the cause and the people you’re really passionate about. Literally, it can change a life. Your charity, church or synagogue needs a strong brand – one with a TWIST. The TWIST is your unique story that will help you stand out, get the attention your good work deserves and build a loyal community of followers, donors, and volunteers. Read the Interview Transcript Hugh Ballou: Welcome to The Nonprofit Exchange. It’s Hugh Ballou and Russell David Dennis. Russell, how are you out there in Denver, mile high Colorado? Russell Dennis: The sun is shining, but you step outside and it’s very cold. I’m having Northern Maine flashbacks with these single digit temperatures here. Hugh: We are recording in the wintertime. People listen at all places. It might be warm in the other hemisphere, and it might be summer in the northern hemisphere when you listen to it. But the message is that we give you the techniques and strategies and information. It doesn’t have a season. It’s stuff you can use any time. This is a real important topic today, like all of them, but we tend to skip over this thing of branding. We tend to think it’s a picture, a logo. We got a brand, we got a logo. We are going to explore the different facets of branding and give you a top level view of what it looks like and what it is. One of the best people I know has this great book out called Twist. Julie Cottineau. Did I say it right, Julie? Julie Cottineau: Close enough. Hugh: I have a good memory, but it’s short. Thank you for being our guest today. Tell the people listening a little bit about you and a little bit about brand twist. Julie: I think I have been branding since I was eight years old. When I was a little girl growing up in Massachusetts, my parents wouldn’t let me have a pet because my brother was allergic. I went out in my garden and took a rock and put it in a Cool Whip container. I poked holes in it so it would be able to breathe. I invented the pet rock. Two years later, some guy named Gary Dahl in San Francisco invented the official pet rock because he was also fed up with regular pets. He was in a bar after work, he worked in advertising, and all his friends were leaving to feed their cats and walk their dogs. He said there has to be a pet with no hassle, so he created the official pet rock for no hassle. I created the non-allergic pet rock. Ever since then, I have been creating solutions with a twist from a different angle. Hugh: Twist. How did that name come about? Julie: That’s another story. I was working as a branding consultant for Interbrand, a large branding agency. I was traveling all over the country. I was at Newark Airport one day. I looked out of the window and saw this 747 with these golden arches on the tailspin. I stopped in my tracks and thought, That would be a really interesting airline. It would be different than all these other airlines that had the same color seats and stewardesses and the same experience. A McDonalds airline, maybe I could buy a regular economy seat and supersize it to a premium seat. I looked up again and realized that it was a mirage. It was actually the reflection of the food court sign on the window, and there happened to be a plane. You following me? It was a hallucination. But it started me thinking, if you are in the airline business and want to break through, stop worrying about your other airline competitors and twist with other brands. Find brands that you admire that are doing cool things outside of your category, and twist those lessons with your brand. That started it all. Hugh: We put a snazzy title for this. The top mistakes. What are some of the things that people do that you wish they wouldn’t do? Julie: We put the top three mistakes; it was hard to keep it to three. Hugh: I’ll bet. Julie: You can grow to four. These were mistakes nonprofits are making. The first one is what we were just talking about: not really understanding what a brand is. In fact, confusing your branding with your marketing. That is a big mistake. Your marketing is how you get your message out there, but your branding is your fundamental story. What are you about? Why should people care? All great stories, if we think about our favorite movies and books, they have a twist. They have something unexpected in the plot. The number one mistake is stop saying if I only had ten times the marketing budget, I could build my nonprofit. Well, I could throw 20 times the marketing budget at you, but if your brand isn’t in shape, your fundamental story of who you are, who you serve, and what’s different about you, then it’s a waste of money. Hugh: It’s a waste of money. What happens when- I guess one of the fundamental branding issues with a nonprofit is the word “nonprofit.” It really puts us in a negative twist of scarcity thinking and nonprofit, we gotta have profit to be able to run this church or synagogue or community charity. How do we start out on this journey of creating our brand? Talk about brand image, brand promise, brand identity. There is a lot of facets to this besides the logo. Julie: Your brand is not your logo. Your brand is fundamentally your story, and your logo and name should help reflect that. I think a very unique challenge of nonprofits is the second mistake. They really try to welcome everybody. People who work in the nonprofit world are attracted to it because there is this inclusive instinct. Branding is actually about choices. If you have a page of your website that tries to tell everybody about everything that you do, you will connect with no one. It’s like the twist on AT&T: reach out and touch someone. It’s like reach out and touch no one. What I say the most important thing about branding is be clear on who you want to serve and the issues you want to promote. Be very choiceful. Narrow them down. Most nonprofit websites look like someone threw spaghetti up on the website and wanted to see what sticks. Branding is like an onion. Just tell me a little bit for me to get to know you, and then I will keep peeling the layers back to continue to get to know you. Less is more. Particularly in nonprofit branding. Hugh: Russell, we see lots of funky things, don’t we? Russell: Yeah, it gets really interesting. If your target is everyone, you’re marketing to no one. What it’s about is really having people understand what it is that you do. A confused mind always says no. From a perspective of nonprofit, what is it precisely that a brand should do for a nonprofit? What is that main benefit that they get? I don’t think people always understand the benefit in taking time to actually build a brand. What is that main benefit, and how does that really empower nonprofits? Julie: The main benefit is your brand promise. Getting clear on your brand promise. Getting specific on your brand promise. It’s not we want to help people, or we want to make everyone feel included, or we want to make life better. Those brand promises are not gonna stick because not that they’re not valid, but they’re just so overused. It’s like when Charlie Brown hears the teacher talk, and all he hears is “wah wah wah.” When I work with nonprofit clients, what problem are we trying to solve? Can we get really specific on that problem? Not that we want to give people shelter or help homeless people, but keep digging deeper. We want to help people feel at home. We want to help people feel that they can realize who they are in their minds versus how other people are seeing them. We keep digging. We get to one brand promise. The main thing we do with that brand promise is we don’t validate it by looking at all the other nonprofits in our space, and we don’t create it by committee, which is hard for nonprofits. Nonprofits love committees. What we try to do is say if there is a leader of the nonprofit, whether it’s the president of the board or head of marketing, they need to own the brand. Everybody else can contribute their ideas, but at some point, someone needs to make a decision and get everybody on board. Versus we need a direction that everybody can live with, but no one hates. That is the definition of weak branding, when you go to the lowest common denominator. Hugh: She has good sound bites here, doesn’t she, Russ? Russell: Brilliant. It’s quite a field. I have done some marketing myself. I started out working in market research and sold some advertising on television and in print. But that doesn’t really speak to brand. I was just fascinated by why people do some things. Describe to us what attracted you to the career of helping others build brands. How did that particular piece of marketing expertise jump out at you? Julie: I’ve always liked storytelling. I studied communications and creative writing. When I was little, my rockstar was Judy Bloom. I won a contest at the library to go hear her speak. To me, that was winning the Super Bowl. I was so excited by it. I’ve always been interested in storytelling. Branding is a very unique way to tell your story. I am in my office. I like to use all the different tools that I have. My brand is purple because it’s the twist of red and blue. I tell my story not just in words, but also in images. You will never see me on stage without some purple on. The walls of the office are purple. The cover on my book is a twist of pink and purple. Nonprofits, one of the mistakes I see them making is they use stock photography because it’s cheap, and I understand that. But they build websites. Don’t invest a lot of money in them, but build them with a lot of images. The minute they set up their nonprofit, they are saying we’re just like everybody else. There are inexpensive ways to take stock photography but frame it differently, treat it with a different color. We learn those lessons by looking at brands like Tiffany’s. Tiffany’s is a great brand to twist with. If someone gives you a blue Tiffany’s box, I say to my husband, it almost doesn’t matter what’s in the box. The blue is their brand. Tiffany’s robin egg blue. It sets up this expectation of an experience. I think that nonprofits should look at things like that, like owning a color. As soon as you see the red Target ad, you know right away, even if you don’t hear the name and only see a slice of the logo, you know right away it’s a Target ad. Hugh: It’s funny you bring that up. They are changing their colors in Lynchburg to white. I don’t know where I am. I was so into the red. The doors are still red, and people still wear the red and khaki. You were vice president of Richard Branson’s Virgin. What are some of the important things you learned from that experience? That’s powerful. Julie: It was an amazing experience. I think the biggest thing that I learned from Richard is not to be afraid to fail. He has an expression, “Fail harder.” Another one he has that is hopefully ok for this podcast, and is the title of one of his books is, “Screw it, let’s do it.” If you have a good idea, and it feels like it’s going to make an impact, don’t test it to death, don’t run it through 10 different committees, just try it. It might be successful, and it might not be. We know that we learn the most from the things that go wrong. It really opened me up to being more adventurous. I came home from my corporate job. I had been there five years, and I was having a great time. I said to my husband, “Screw it, let’s do it. I am going to start my own company.” He said, “I don’t think that’s what that means. We have two children to put through college.” I said, “No, that’s exactly what that means. I have an idea to create a branding consultancy and a book and a learning program, and I’m going to do it. If it’s successful, great. If it’s not, I am going to learn a lot.” That’s what I did seven years ago actually. Hugh: Wow, you’re still there doing it. Your book is called Twist: How Fresh Perspectives Build Breakthrough Brands. I remember you kindly sent me a copy to preview it. I think I did a respectable interview a couple years ago on the Orchestrating Success podcast for business leaders. This is a wholly different focus today. Really it’s not. Good branding, good leadership, good marketing is probably the same. We do have a lot of hang-ups when we are working for a nonprofit that we shouldn’t have. Where can people get your book? Julie: You can get it on Amazon. The easiest place. Hugh: And the color makes it stand out. I was amazed, Russell, that she finds a way to twist that word “twist” into pretty much every page of that book. It’s phenomenal how this plays out. Before Russ goes into another question, I want to ask you. You do board retreats. There is a tension between different perspectives and an apparent contrast. When you have this side and this side, when you start looking at the intersection, there is some real finite truth or wisdom. We have a different outcome, but we also have ownership at some level. When you do a board retreat, I would assume it’s a branding retreat, talk about the dynamics of how the board plays into the decision and how it goes from the retreat to the final decision. That is where a lot of us get stuck. Julie: Board retreats are interesting dynamics. The first thing I do is get everybody out of whatever the location is, whether it’s the church or synagogue, into a relaxed atmosphere where they can think differently, to use the apple. I also get them to start thinking about other brands. We don’t think about our organization as a brand, as a story, as something unique. We get bogged down into that won’t work, we tried that, I’m not sure about that. We have to remember that the people we are trying to engage, whether it’s members, donors, or volunteers, they don’t live in this box with only our brand. They live in the wider world with a wider brandscape. I ask the board members ahead of time, “What brands do you admire, and why?” If you admire Starbucks because it customizes your order or Nike because it motivates you or Uber because it helps you get around when you are on a business trip, why wouldn’t you bring some of those qualities to your organization? Why wouldn’t you twist some of those things? Why shouldn’t our church or synagogue or nonprofit also be customized and seamless to use and have clever impactful messaging? When I get them to think beyond their nonprofit to his larger brandscape and twist those ideas, then it breaks through. We come up in a short amount of time with solutions we hadn’t had for months and months of board meetings. The second part of your q…

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