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    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:
    Nonprofit Compliance with Christian LeFer Mar 05, 2018
    Show notes

    Christian LeFer creates solutions to benefit the nonprofit sector. His passion has always been to empower others to impact their world: “Unleash your inner hero!”

    His family’s involvement in the community and as advocates for foster and adoptive parenting, along with a successful consultancy in founding and fundraising for nonprofits, make this foray into software and solutions for charities a natural.

    Having organized successful 1st Amendment litigation in state and federal courts, Christian has also become a sought-after adviser on free speech and civil liberties issues.

    LeFer’s key strengths include vision, copywriting, marketing (direct and online), and sales. I earned a B.A. from Rutgers University in History/Political Science, cum laude.

    What is Charitable Solicitation Registration/Fundraising Compliance?

    A: 41 out of 50 U.S. states have enacted regulations requiring “charitable solicitation” registration – covering virtually every conceivable method of fundraising activity by nonprofits. The registration process varies by state, and depends on factors including annual revenues and method of fundraising – creating a confusing patchwork of regulations.

    State government agencies including Attorneys General and Secretaries of State have staffed compliance enforcement departments with prosecutors and Administrative Law judges, and a finding of non-compliance can result in monetary fines, civil or criminal penalties, and revocation of the right to raise funds.

    These laws no longer only apply to large-scale phone and mail fundraising: A passive website “donate” button or social media “share” can result in your organization being targeted and penalized – even publicly listed as an “offender” online.

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    EVANGELIST CARLTON PEARSON SHARES HIS STORY Feb 18, 2018
    Show notes

    EVANGELIST CARLTON PEARSON SHARES HIS STORY:

    HOW HE WAS OSTRACIZED BY HIS CHURCH

    NOW THE MOVIE…

    Evangelist Carlton Pearson is ostracized by his church for preaching that there is no Hell.

    Bishop Carlton Pearson

    Carlton Pearson is a native of San Diego California, where he spent the first 18 years of his life with his parents and five siblings.

    After studying at the Oral Roberts University in Tulsa, Oklahoma, where he majored in Bible Literature English Bible, he served as Associate evangelist for the Oral Roberts Association and the ORU Board of Regents for 15 years on its Board of Regents. He has received several honorary doctoral degrees.

    After a shifting to what Carlton calls “Expanded Consciousness”, his ministry changed dramatically, causing the re-inventing, re-positioning and re-branding of himself and his focus. He likes to call himself a Sacred Activist and Spiritual Progressive and is a strong proponent of Justice and Peace issues.

    Presently, his life story serves as the basis for the Netflix original movie produced by ENGAME and NPR titled “Come Sunday” highlighting his personal story about the shift in his ministry to Radical Inclusion insisting that Christians are not the only people who will experience eternal life. The movie premiered at the Sundance Film Festival on January 21, 2018 and will be released on Netflix on April 13, 2018.

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    Interview With Rev. Dr. Bishop William Willimon Feb 11, 2018
    Show notes

    Upgrading Leadership In Churches Interview With Rev. Dr. Bishop William Willimon Hugh Ballou: Greetings, this is Hugh Ballou. Welcome to this version of The Nonprofit Exchange. We talk to leaders worldwide about their particular perspective in leadership, their expertise, and to hear from their perspective, from their seat that they led from for so many years. My guest today is Will Willimon, Dr. Reverend Will Willimon. We are sitting in Durham, North Carolina at the Duke Divinity School where Will will tell you a little bit about what he does here. He and I got connected a number of years ago when he came to north Alabama as a bishop, and I was serving in a Methodist church. We first got connected there. I have been extremely impressed with his writing, and we have interfaced a few times. You have even spoken at one of my events in Greensboro. Welcome, Will, to the Nonprofit Exchange. Will Willimon: Thank you. Hugh: It’s like when I go somewhere and say, “I’m Hugh Ballou. This is Will Willimon.” Tell us about yourself, your background, and why you’re here at the Duke Divinity School. Will: I’m a Methodist preacher from South Carolina. As a young preacher, I was summoned by Duke Divinity School. I came up here and joined the faculty back in the ‘70s to teach worship. Didn’t like teaching full-time, so I went back in a parish in South Carolina. Then again Duke called me to the pulpit of Duke Chapel, and I was there 20 years. It was my first experience with a ministry that large, a budget that large, a staff that large. From there, I was a bishop. After being a bishop for eight years, I was invited back to Duke. I teach courses in preaching and mission. I also teach a class for ordained leadership, and for the doctor of ministry, I teach a leadership class. In my latter years, I find myself moving more into leadership. In fact, in my mind, I think every class I teach here at Duke Divinity School is a leadership class because I think leadership is utterly necessary for ordained clergy to be leaders, but often that is something they say they don’t get in divinity school. It’s right at the top of the clergy list of skills they wish they had more of. Hugh: That’s amazing. As people go into this meaningful work in ministry, first off, it’s very difficult work. It’s very challenging work. Let’s go back a minute. We talked about leadership. I want you to define leadership. I also want to ask you about what do you think from interviewing pastors that have been in churches for a while, what do they think they wish they had known before they started? Define leadership. Then what are you hearing from preachers out there they wish they had gotten from this class you’re teaching? Will: I hear pastors complain about administration. That consumes too much of their time, they don’t enjoy doing it, they had no training in how to administer well. Larger church pastors, whenever you’re together, the talk always gets to staff: staff problems, problematic people on staff, hiring people, holding people accountable, all those things you got to do in supervision. I think few pastors come into the ministry saying, “God is calling me to administer a church.” And yet that is the work you find yourself in. Another problem is I know when I went into ministry, my vision of myself was I will be a part of a small rural congregation in South Carolina. I hope I’ll have a part-time secretary. That would be wonderful. Then you wake up one day like I did at Duke Chapel, and I had 30 human beings that I was supposed to be supervising and orchestrating and coordinating and leading. That was when I reached out and tried to get better leadership administrative skills. Probably should have reached out sooner. I hear about administration. Then I hear pastors complaining about conflicted congregations, congregations that don’t seem to respect their authority and leadership. This whole complex set of things that leaders, managers, administrators have to do. I hear a lot of that. You mentioned that being a pastoral leader is hard. I agree. However, there are times I think when pastors get together and complain, whine about administrative leadership difficulties thinking this is what everybody faces who works with human beings that have some tasks assigned to them, some mission they are engaged in. Maybe the surprising thing is that pastors are surprised this is the world. Hugh: This is the work. It’s with people. Years ago, I interviewed you for an article I was doing for a magazine on the topic of conflict. We were talking about particularly how pastors do or don’t approach conflict. One of the statements you made was typically, pastors want to move away from conflict. One of the people I interviewed on the podcast was a woman named Dr. Roberta Gilbert. She was a psychiatrist and a colleague of Murray Bowen. I don’t know if you- Will: I know Bowen theory, yeah. Hugh: I have been studying it for nine years. She was on this series of podcasts. What she helped me realize was that we move toward conflict, remaining calm, sticking to the facts. Instead of avoiding it, moving toward that. I found that Bowen systems is a way to know self, so it helped me to reframe some of my leadership. But conflict is one of the things that exists in any human system like Bowen talks about. Part of what that theory helped me do was he calls differentiation of self. What are our principles? That is a really foundational piece for leadership is defining self. Will: Agreed. For pastors, self-knowledge is a never-ending task. It may be complicated by the fact that for pastors, we have lots of opportunities to be self-deceitful if we want to be. One, I think people aid us in our self-deceit as they say to us, “You’re just so loving and caring. We have never had a pastor like you.” Pushing all those buttons. Then you start to believe that. It is a halo effect. I was in a church recently that has severe problems with decline and severe problems with their staff being unable to step up. The first thing the pastor said was, “We have a wonderful staff here. I feel so privileged to be working with them.” I’m thinking that from one angle, that sounds charitable, and you seem to be a charitable person. You’re thinking positively about these people. From another angle though, let’s be honest, you don’t want to do the work that would be required by being truthful, that you’ve hired the wrong people, you are going to have some painful conversations, you need to make some moves. Rather than do that work, you are going to say, “We have a wonderful staff, and we are all Christians.” I love that self-knowledge. For instance, in a leadership class I teach here, two thirds of the class always admits they have problems with conflict. Much of the class says one of the appeals of Christian ministry is that they could do this without hurting people. In business, you have to fire people. I know it sounds ridiculous as you know the church. I try to say it’s very important to own that. I put it on my list, too, with clergy. I think we clergy think of ourselves as powerless people. We look at our paycheck and say we don’t have much influence or power or they’d be paying me more. It’s easy for us to say there is a problem of the staff, that it’s for the personnel committee. They deal with this; since I’m the pastor, I don’t deal with that. I think that can be very dangerous. One of my jobs as a bishop was to discipline errant clergy who had moral lapses, and invariably, the image was, “I am just a loving, caring pastor. I couldn’t hurt anybody.” That is dangerous. It’s important for pastors to own who they are, the power they have. Use that power carefully. Self-knowledge is a big deal. I don’t know if the president of General Motors has to know thyself, as Socrates advised, but pastors do. There are so many opportunities for deceit, for those moments where you say: I am telling you this for your own good and because I love you. Probably more typical is for pastors to say in response to when I ask “Why didn’t you tell the truth? Why didn’t you share the facts?” “Oh, I am such a loving, caring person. I didn’t want to hurt this person.” We pastors have many resources for deceiving ourselves about our real motives. Hugh: Along that channel, I find that the really best leaders have a confidential advisor or coach, a mentor, somebody that helps them discover their blind spots because they are called blind spots for a good reason. That would be one of them. It’s an accountability partner. Will: Good advice. I remember we had a consultant in Alabama, and he educated us during a day about what it takes to revitalize a moribund, static, plateaued congregation. You gotta do this and this and this. Have these discussions, these strategies. At the end of the day, at the bottom of the list he put- His voice raised and he said, “None of this can be done by yourself. You’ve got to get external assistance. You have to get a coach, an advisor, a mentor. You have to get somebody who is not embedded with you, somebody who has no power in that configuration.” I sure found that to be true. As Alabama’s bishop, the church gave me a job but I had no training, and as you can see, very few gifts. I had 800 pastors, 600 churches. It was a leadership management nightmare. After a couple months, I got a retired business executive. I asked, “Bill, what’d you make your last year at the life insurance company?” He said, “About $400,000.” I said, “Well, I’m prepared to offer you $20,000 to work with me and to be my coach, to be my advisor. God wants you to do this. God has told me to tell you to do this. You wouldn’t want to disappoint the Lord, would you?” He said, “Wow, you really do need an advisor if that’s your attitude about things.” It was wonderful. He had an office near mine. Bill went with me to meetings. He sat at the back of the room usually, took notes. We would have an evaluation after the meeting. He would say things to me like, “Once again, you talked about a third of the time, and two thirds of the time, they were talking.” Or he would say things to me like, “You know, you’re asking less questions than you did when we first started. I think you have to discipline yourself to ask more questions and make fewer declarative statements. Your questions are not as good as they were in the early days. I’m afraid you’re falling into the trap of thinking you know what’s going on now. No, you don’t.” Because that is a moving target, people are being deceptive, and they don’t even know they are being deceptive. It was wonderful. The trouble with being a bishop is it is really hard to find anybody who will tell you the truth, except generally your most severe critics whom you can’t stand because they are so critical. Bill was wonderful. Now, when any pastor says to me things like, “Oh, this church. I tried this, and it didn’t work.” “Let me stop you right there. I know where you’re going with this. I am going to recommend you get a coach. You get some help. Let me just stop you right there and talk about the help.” I’m just not sure pastors can do much of anything without somebody coming in from the outside and making the work as difficult as Jesus means it to be. I use that phrase a lot. If the work assigned to us was simply to be a loving, caring group of people, a lot of churches are a loving, caring group of people because that’s all the pastor knows how to lead, the pastor is uncomfortable around anybody in their twenties, so therefore the pastor ends up spending a lot of time with people my age. Unfortunately, Jesus Christ, the work he has given us to do, the mission is much more demanding than that. There is going to be disagreements. There will be crises, not simply because people are hard to work with, which they are, but because Jesus Christ is hard to work with. He won’t let us be the men’s garden club. I keep trying and thinking about leadership. What difference does it make that we are Christian doing this? How is our leadership of a different quality than, say, leadership by a well-meaning humanist or something? That is a hard question to answer, but nevertheless, I think it important for clergy. Hugh: It is. We take sound leadership business principles, and we learn from them. When we put them in the church, they are different because it is the church. There are things we can learn. In my conversations with Jim Forbes, a pastor from Riverside, New York, he said, “We need for our spiritual journey experience 15-20% outside of our discipline.” Talk about the coach so we don’t get stale and blind. Nothing else is there. This is what I know. Part of what Bishop Joe said to us at Blacksburg is the Methodist Church was losing 1,200 members a week in America. We get on a track where we think this is how it ought to go, but it’s not working. We have sat ourselves up for failure. Some of the gaps in leadership. When I talked to Cal Turner, and he has talked to the council of bishops, he went to his leadership team at Dollar General and said, “I am the son of the boss. I got this because I am son of the boss.” He was president and chairman of the board. “You have the skills. I have the vision.” He claimed the vision, but he said that he wanted them to do this. Everybody stepped up. Cal said, “Hugh, leadership is about defining your gaps and finding really good people to fill them.” He also pointed out that transparency is- You’re not whiny, but he was very straightforward. They know. They know you don’t know it. Why pretend? If I didn’t tell them, they would be like, “Well, I’ll show him.” There is this vision thing. I worked with Dick Wills when he was bishop in Tennessee. We were talking about a cabin retreat. I was talking about the vision for that since I was leading it. He said, “The cabinet is not going to develop the vision. I didn’t see anywhere in the Bible where God gave the vision to a committee. Here is the vision.” That is the vision piece. I don’t think the great commandment is your mission. That is a commandment. That is a commission. That is not a choice. Paul Borden said that when you brought him in to talk to north Alabama. That is not a choice. What is it that God has called this church or organization? We are talking about leadership in the church. There are some unique differences, but there are some global differences for anybody leading any organization. A lot of what you are talking about corporate leaders have trouble with, too. Talk about the pastor. Back to Bowen systems. There is this pseudo self and basic self. We want to please people, so we go into pleaser mode, which is a downward spiral, rather than going with our principles and making the right decisions for the right reason. Not pulling people in and saying, “This is not how we do things.” It’s a pleaser personality. You did say to me in that interview a while back that in addition to avoiding conflict, it gets worse as it goes on. You also said that conflict is the sign of energy in an organization. We don’t ever eliminate it. We are energetic people. Managing this and addressing it, I think we misunderstand words. One word is we need to confront the conflict. The root of it is with your front. It doesn’t mean you hit them with a baseball bat. With your front means approach it directly, calmly, and openly, stating the facts. There is a huge challenge I see in this area you’re talking about. How can pastors equip themselves, besides having a good coach? I suggest it doesn’t always have to be clergy. Will: You can have coaches. When pastors talk about difficulty of personalities, because you have graduated from divinity school, you have had zero training in how to handle people, how to hold people accountable, how to have difficult conversations with people about their work. But I guarantee you you have people in your church that God has called to the ministry or personnel work. Draw on them. Commission them to do this with you…

    Full show notes at the publisher

    Nonprofit – The Step Child Of Business Feb 04, 2018
    Show notes

    Operating by her motto “You Are Your Only Limitation (YAYOL)”, Sherita Herring is a motivating speaker, radio personality and best-selling author.

    She has successfully raised over $30 million and formed more than 600 businesses operating globally, including in more than 17 countries. She’s a sought-after speaker, motivator, best-selling author, radio personality and business strategist.

    For more than 27 years she has tirelessly worked behind the scenes coaching, facilitating and/or strategizing with some of the top social entrepreneurs, celebrities and organizations in the world: Former President of Mexico, Vicente Fox; U.N. Ambassador Byron Blake; Parliament representatives of Trinidad; legendary actress Tippi Hedren; Oscar Winner Hilary Swank; NFL Great Jim Brown; NBA Star Jalen Rose; Hall of Famer Bootsy Collins; Producer/Actor Bill Duke; Actor Anthony Anderson; Comedians Michael Colyar, Kim Coles, and Eddie Griffin; Motivational Speakers Les Brown and Lisa.

    Points for the interview:

    • What motivated you to work in the nonprofit industry, coming out of corporate America?
    • Most people are unaware of the impact of the Nonprofit area, why is that?
    • For nonprofits that have not been successful in their pursuits for grants, what strategies can you suggest?
    • Can a nonprofit make a profit?

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    JOBENOMICS UPDATE ON THE CREATION OF 20 MILLION JOBS Jan 21, 2018
    Show notes

    JOBENOMICS UPDATE ON THE CREATION OF 20 MILLION JOBS

    AND THE ROLE OF NONPROFITS IN THAT INITIATIVE

    WITH FOUNDER CHUCK VOLLMER

    Chuck Vollmer is the author and founder of Jobenomics, which deals with the economics of business and job creation. The Jobenomics National Grassroots Movement’s goal is to facilitate creation of 20 million net new U.S. jobs within a decade. The Movement has a following of over 20 million people. Jobenomics has six books and produces quarterly employment and unemployment reports on economic, business and workforce development. Jobenomics national-level initiatives include the Energy Technology Revolution, Network Technology Revolution, Urban Mining and Urban Agriculture. Jobenomics.com had 6 million hits in the last 12-months, a growth rate of 400% over the last year. Today, over a dozen cities and states have started Jobenomics initiatives led by local community leaders. These initiatives focus on people at the base of America’s socioeconomic pyramid with emphasis on women, minorities, youth, veterans and citizens who want to work or start a business.

    Jobenomics (Jobs + economics) deals with the process of creating and mass-producing small businesses and jobs. Jobenomics National Grassroots Movement’s goal is to facilitate creation of 20 million net new U.S. jobs within a decade. The Movement has a following of 20 million people. Jobenomics regularly updates its six books and numerous reports to keep its members current on the latest national and international economic, business and workforce development issues, trends and solutions. Jobenomics websitehad 6 million hits last year, a growth rate of 400% per year, which is indicative of the high level of interest in a new approach to economic, business and workforce development.

    Jobenomics also provides advice and timely data to policy and decision-makers worldwide. Over the last few years, Jobenomics met with over a thousand government, business and community leaders to incorporate the best of their ideas and requirements into Jobenomics initiatives and programs. Today, a dozen communities have started Jobenomics initiatives led by local community leaders. Another dozen are in the pipeline. These initiatives focus on citizens at the base of America’s socioeconomic pyramid with emphasis on women, minorities, youth, veterans and other hopefuls who want to work or start a business. While Jobenomics is designed as an American business and job creation movement, there is significant interest from Asian, Middle East and African nations to start similar movements.

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    Making The Most of 2018 for Nonprofits Jan 14, 2018
    Show notes

    Mark S A Smith is the author of 13 popular books and sales guides and has authored more than 400 magazine articles. He is a genuine Guerrilla Marketing guru, co-authoring three books with Jay Conrad Levinson, and is a certified Guerrilla Marketing Coach. A renaissance man with many talents, Mark is passionate about leadership, team building, teamwork, sales, and marketing. For over twenty years Mark has served as a strategic advisor to corporate leaders and executives all over the world who must develop the best way to bring in the right strategies for successful growth and sustainability. What makes him different is he brings a holistic view of the business instead of solely focusing on one aspect and ignoring the impact of decisions on the rest of the organization How to Get the Most Out of 2018 Tapping into the top five trends to grow your nonprofit: Omnichannel – allow members to consume you anywhere and every way How the growing economy creates monetary opportunities The impact of higher unemployment on your volunteer force and how to pivot to get all you need New leadership demands: what’s changing and how to stay out front Turning unrest into peace: how to divorce your organization from the media’s promotion of outrage Interview Transcript Hugh Ballou: Greetings, it’s Hugh Ballou and Russell Dennis on this version of The Nonprofit Exchange. A dear friend who I see too rarely, we have been talking virtually but now we are together. I said, Why don’t we talk about some things that are on your radar?” Mark S. A. Smith, welcome to The Nonprofit Exchange. Mark S. A. Smith: Such a delight to be here. Thank you, Hugh. Hello, Russell. Hello, friends on Facebook. Welcome. We have a lot of interesting things to talk about because 2018 is going to be an astounding year. You might be listening to this in 2020 or 2024. But you know something? What we are talking about today will probably still be issues even in the next five to ten years. Or opportunities, as the case may be. Hugh: We record messages that are timeless. But you’re right. We are turning the page into 2018 as we are recording this. If you are a regular listener, you know you can go to thenonprofitexchange.org and see the video versions of these. But you can go to iTunes and download the audio there. Mark, you are in a series of really powerful interviews we have done over three years. We are starting our fourth year of these great interviews. What we endeavor to do more often than not is find people that have business expertise. Let’s install that particular business expertise into the charity. It might be a church, a synagogue, a membership organization, or a community foundation, but it’s some sort of philanthropic work that we’re doing. Before we get into the subject matter, which I’m going to hold off in giving people a title, tell people a little bit about Mark Smith and why you are able to talk about this topic today. Mark: I help people sell complex, expensive, high-consideration things as fast as humanly possible. I am an electrical engineer; therefore, I am a systems thinker. I have recovered. I don’t sell or do engineering very much, but I do help people sell complex things. That is where you have multiple people involved in making the decision. Each person has a different view of what creates value and what we need to do. Sounds an awful lot like this nation, doesn’t it? Hugh: Yeah. Mark: How do you round up consensus? How do you have people go the same way? Just like when you’re working with nonprofits, herding cats is what we have to do. It’s the same thing when you have to sell expensive technology. What I’m doing here is applying all the things I have learned about selling very expensive things to the world of nonprofits. It’s absolutely identical. I, too, do work with a nonprofit. I am on a board here in Las Vegas where I live. I’ve been involved in nonprofits throughout my life. I understand, and I am delighted to share with you my business acumen. What I like to tell people is a nonprofit is not a business plan; it’s a tax status. Hugh: That’s not a philosophy, no. You’re very active on social media, especially Twitter. You put out little short memes with a few words on it. I gotta tell you, they are very thought-provoking. They help me focus on what’s important. Mark: I am honored that that happens. Thank you. Hugh: There has been this coincidence of you tweeting on the things we are actually talking about. Sometimes simultaneously. I find that to be fascinating. Mark: The issues are the same. Whether it’s nonprofits or the for-profit world, the issues we face are frankly identical. Hugh: I laugh when business leaders say, “That might work in the church.” Mark: Or the other side is that the religious leaders say, “That might work in business, but it won’t work in the church.” Hugh: If it’s true anywhere, it’s true everywhere. Mark: We’re humans working with humans. Hugh: I think we’ve stalled long enough in telling people what the topic is. What is the topic? Russell wants to know. Mark: All right, Russell. You’re ready? Today’s topic is how to get the most out of this year, which happens to be 2018. We are going to talk about five trends that are going on that you need to know about as the leader of your nonprofit to stay ahead of the game, to grow, and to prosper heading forward. Some of the things we are going to talk about are technology, and some of the things we are going to talk about are psychology. Hugh: Say that last sentence again. That caught me off guard. Mark: Don’t you know I do that to you? And you do the same to me when you’re speaking. Some of the things we are going to talk about are technology, understanding the technology that nonprofits have to be embracing and keeping track of and staying up with. Some of it happens to be psychology, what is happening in the general zeitgeist of the world and how they impact nonprofits. Whether you think they do or not, they do. Your constituents, your members, your flock all are impacted by what they see in the news and what they experience with retail and what happens in the business world. They carry those attitudes and insights into your organization, whether you want them to or not. We have to manage that. We have to deal with it. We have to capitalize whenever possible or perhaps even neutralize it in some cases. That is what I mean by psychology. Hugh: Absolutely. I think we’re guilty in any discipline. I know in the church, I have had people say to somebody, “You’re so heavily minded you’re no earthly good.” We all live in the reality of today. I can say that I served the church for 40 years and probably got to that space myself. I put in very carefully numbered bullet points. I noticed that I numbered them wrong. Our first one is, Omnichannel. Speak about that. Tell us what that means. Mark: Listener, have you ever had the situation where you were multi-tasking, perhaps watching television and checking your telephone for messages or tweets, or maybe even reading the news story you are watching on TV simultaneously to see what if you were seeing on TV made sense to other news channels? That’s omnichannels, my friend. The reality is we are multi-screening. You are getting information from multiple locations at all times in all ways. What this means to nonprofits is you have to be able to bring your message, bring your service to your constituents in every way that they consume information. Just by a show of hands, who here has for your organization—I see ten fingers there, well, eight fingers and two thumbs. Sometimes I am just all thumbs. Do you have an app? Do you have the opportunity of having your constituents consume your services, your podcasts, your sermons via a dedicated app that would alert them when something new becomes available? Are you using the technology to your benefit? Now if you’re doing that, fantastic. Just stay with it. You have to understand we live in an omnichannel world. We are consuming many things in many different ways. Mobile apps, partner locations, maybe figuring out other locations for people to access your services. Where do your constituents go that you can have a kiosk or a corner or something like that where people can plug in, enjoy, take advantage of, be reminded of, contribute to, consume whatever it is you are bringing to the marketplace? Since I don’t know what your nonprofit is, we are spraying and hoping you will catch a couple of ideas here. The concept here is you need to be everywhere that your people are every time you possibly can be. The reality is if you are a church, people are carrying around a sermon in a box in their mobile device. Chunk things up into five-minute pieces to give them a chance to remind, refresh, and renew. If you are supplying educational elements, keep pushing out opportunities for people to learn and to refresh. If you’re supplying the opportunity for people to volunteer, if they are standing in line or waiting at a traffic light and they can pull out their mobile device and contribute something in some sort of thought-provoking way, let them do so. That is what we mean by omnichannel. Take advantage of that any way you possibly can. Hugh: You said something about five-minute segments. Remind, refresh, and renew. Talk more about that. Mark: What I am finding is short segments of content that provoke people. Just like when you read something from me on Twitter, you’re telling me that I am inspiring you, I am provoking some thoughts, I am causing you to think about new things, maybe connect some new dots. The bulk of those tweets are 140 characters. There are some that run a little bit longer thanks to Twitter’s new length limits, but it’s a very short little boom. It’s a little thought bomb that goes off in your brain. As a nonprofit, most of us are in business to inspire, to have people live a better life, to improve their condition, to stay on target, to stay on task, to stay on the straight and narrow. That requires constant reminders. Another thing to keep in mind is if you are a church or an organization where people come to see you once a week or once a month, it’s not enough. They are bombarded by all these other messages and all these other counter-messages that they may not wish to consume. Our job is to remind them there is another way of thinking. There is another opportunity. There is better potential for them that they have already volunteered to be a part of. If we can chunk our messages from a text standpoint, an audio standpoint, or a short video standpoint to refresh, renew, and remind themselves there is a reason why those of us who have a spiritual practice, it’s a daily practice if not hourly. Hugh: Yes. Oh yes. That is so important. I think the biggest flaw I see in organizations is when people say, “They should know better because we told them that,” but they told them that in 1903, and you have repeated it since then. Mark: Here’s the problem, friends. You may have told them that, but the other side has told them their viewpoint a thousand times since the last time you said it. Hugh: Omnichannel. When I first saw that, I thought it was a piece of software. Mark: It’s a concept. Hugh: Russell is taking good notes. Do you want to weigh in on this omnichannel touchpoint? Mark, what you’re doing is top of mind marketing, isn’t it? Mark: Yes. Let’s just keep reminding them what they have asked us to remind them of. Hugh: Russell? He’s been very polite. Mark: He’s been quiet. He’s been smiling. He is giving me thumbs up. He is also muted. Russell Dennis: Not anymore. We can quickly fix that. Greetings and salutations, Mark. Good to see you again. It’s been a while. I was just typing that when you’re out there in multiple places, where your people are, and that’s the important thing to figure out is where your people are and getting out there and getting in front of them. We are in a short attention span society. If you’re not out there online, you’re left behind. It’s not a fad. It’s not a trend. It’s here to stay. Hugh: I think it’s also in person. Where do your people hang out? I am hearing omnichannel as virtual as well as live. Mark: Absolutely. Physical, too. It has to do with digital signage for example. Digital signage is omnichannel. Most of us have digital signage in our houses of worship. As I pointed out, as we talked about, where are they? Let’s see if we can put a digital sign in the places our people hang out to remind them of the messages they have agreed to consume. Hugh: Great. We are sitting at the top of 2018. Our market has been growing. There are over 100 companies that announced employee dividends and financial expansion of programs since the tax bill passed at the end of 2017. There are all kinds of energy and economy. Talk about how that benefits the nonprofit sector. Mark: We are sitting at the highest consumer satisfaction index of all time. I think it’s for a number of reasons. One is that a lot of people are feeling good about themselves again. A lot of them have hope for the future. A lot of them feel that in spite of the noise we hear on the mainstream news on a regular basis, locally, the communities are doing well. More people have jobs. More people are feeling good about what’s possible. Certainly my business has been substantially increased. As you pointed out, yours has, too. A big part of it is that my customers are looking forward to growth and therefore investing in opportunities to grow. As a nonprofit, you can plug into this feeling of goodness and growth, asking for more than you could ask for in the past. Requesting more. Asking people to donate more for perhaps more time, for perhaps a higher level of investment of themselves into the organization. When people are feeling good, they say yes to opportunities because it doesn’t feel like it’s so heavy. Doesn’t feel like it’s such a burden. When we feel depressed, it’s very hard for people to feel good about themselves. Hugh: What makes people say yes? I still have lots of- Mark: What a great question! I’m so glad you asked it. What makes people say yes is because your request is in alignment with their personal identity. Hugh: Whoa. Whoa. Hey, Russ. What does that trigger with you? Russell: It’s everything. Everything revolves around relationships now. People are starting to figure that out. It doesn’t matter what business you’re in. Now you have to build relationships. In the old days, you could just blurt out at people. There were very few places for them to get a message. They were fed by three big networks messages. Think about Henry Ford when he talked about the Model T. They can have any car they want as long as it’s black. Now people have choices. They have different avenues for expression, and they have short attention spans, so you have to resonate with people because they will look for another cause if they feel like they’re not being romanced, so to say. You have to keep that connection some type of way, keep thanking them, showing the impact they are making, and staying with it. People change. There are so many different causes that they can get involved with now. It’s like anything else to maintain that brand loyalty as it were. You have to connect with your tribe. People want a sense of connection and a sense of accomplishment. Younger people coming into the work force want to do work that matters. Hugh: Mark, I pinged Russell because many times in the interviews, he helps us remember that whether you are creating board members or talking to donors, we have to think about what it is they want, what they are interested in, what they want to achieve. There is a messaging piece that I was honing in on here. How do we form our message so that we do connect with that like-minded person? Mark: Let’s get back to the concept of personal identity. People buy things to support their identity or they buy things or engage in things to help them transform their identity i…

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    The SynerVision Leadership Empowerment Symposium Jan 09, 2018
    Show notes

    NPE SynerVision Leadership Empowerment Symposium

    Hugh Ballou: Hey, it’s Hugh Ballou. This is the Nonprofit Exchange. We have a special episode today. I have some friends on here, and maybe some more who will come during the time. We are talking about the SynerVision Leadership Empowerment Symposium. We have done them all over the country, and I have some friends here who have attended and who have been presenters. I wanted to get some first-hand testimonies about what they have experienced and what we are going to experience. Let me introduce the panelists today. First, my co-host Russell Dennis. Welcome, Russell.

    Russell Dennis: It’s December 19th, and we are rolling closer to the big day. It’s been a very good year.

    Hugh: It’s been a very good year for you.

    Russell: Yeah. It’s been a good year in a lot of ways. I have had some challenges. But when you focus on the good, you don’t give into the challenges.

    Hugh: You’re an inspiration. I should call you every day to get inspiration. You always have good inspiration. One of your neighbors and our mutual friends is Flo Lattery. She is also in Denver, Colorado, the Mile High City. Flo, welcome.

    Flo Lattery: Thank you, Hugh. Good to be here.

    Hugh: Down in Clearwater, Florida, we have the one and only David Dunworth. Marketing Partners is your company.

    David Dunworth: That’s correct. Marketing Partners. Glad to be here with all of you and all of our viewers. Looking forward to a great interview session today.

    Hugh: Super. We are going to talk about the SynerVision Leadership Empowerment Symposium. First, we don’t give dates on the podcast. We’ll send people to the page, and you can find the dates because people might be listening to this podcast a year from now. We do 12 a year, 12 of these one-day events somewhere in the country, everywhere from southern California to New York City to Chicago to Florida. I have done two in Melbourne and two in Vero. Those are repeat locations for us. David, we might want to consider the other coast, St. Pete, Clearwater, Tampa, somewhere on that side.

    David: I think it would be valuable to spread our wings across the state because there are a lot of people I think might be able to use our message.

    Hugh: Absolutely. We are uppin’ the format of it. I have upped the game as I have gone through the process for the last 18 months to two years. There is a handout/workbook that you are all familiar with. In the workbook, I have started out with what I have learned in 31 years of doing this. When I have had David be a presenter and Russell twice, I have learned there are other people who have had really good content. I have had some good presenters in Winston-Salem and Vero and Melbourne. I also had Shannon Gronich; she couldn’t be here as she is on another live event right now with the Chamber down in Palm Bay. We are going to have more presenters.

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    Nonprofits That Work: 15-40 Connection Dec 17, 2017
    Show notes

    15-40 Connection is focused on educating and empowering people about early cancer detection. This education helps individuals become aware of the early warning signs of cancer. Most cancer organizations focus on research for a cure, treatment or support. There are also many cancer organizations that focus on prevention. Unfortunately, we still don’t know what causes all cancers, so while some preventative measures can reduce risk; it can’t remove the risk completely. Research shows that detecting cancer early improves effectiveness of cancer treatment and also improves the chance of survival, which is why 15-40 Connection is empowering individuals to be aware of the early warning signs to give them their best chance at effective treatment and survival. 15-40 Connection aims to educate and empower individuals with the skills to recognize subtle health changes in themselves, rather than rely only on medical professionals. Through 15-40 Connection’s 3 Steps to Early Detection individuals learn how to become active participants in their own health care so cancer as well as other illnesses can be diagnosed earlier. The result is a quicker return to health and most importantly lives saved. For more information: https://www.15-40.org As Vice President for Engagement for 15-40 Connection, Kelly Fattman supports educational outreach and national communication that teaches people how to detect cancer earlier. She is passionate about saving lives through the power of early detection. While working in this role, she experienced health changes herself that lead to a brain tumor diagnosis. Kelly put into practice the exact education she was delivering to change the outcome of her situation. Using 15-40 Connection’s 3 Steps Detect, Kelly became one of the most valuable members of her health care team. After describing how her health changes felt, she was told by two doctors. “That doesn’t make sense.” Her health changes were different from what they had seen most often. As they put the piece of the puzzle together to determine her diagnosis, Kelly continued to trust how she was feeling and shared that information. It was because of one of her symptoms that were not making sense that her doctor ordered additional tests which revealed her brain tumor. Had Kelly not shared that information, her diagnosis would have been delayed, the brain tumor would have continued to grow, her treatment options would have been more limited, and the chances of lasting side effects would have risen significantly. Prior to her role at 15-40 Connection, Kelly, helped companies large and small launch products, reach new audiences and improve customer engagement. Some of the major brands she has worked with include Reebok, Dunkin Donuts, American Express, New Balance, and the Boston Marathon. Here's the Transcript of the Interview Hugh Ballou: Welcome to this episode of The Nonprofit Exchange. And yet another interesting guest, Russell. What do you think of that? Russell Dennis: Good-looking and interesting and smart. Dedicated. Those are the kind of people that show up here. I like it. Hugh: We attract really brilliant people who have good stories. Kelly, welcome to The Nonprofit Exchange. Kelly Fattman: Thank you for having me. Hugh: We had a struggle with technology, but we conquered it. Here we are. Let’s start out. I don’t like these dry introductions of people. I like people to tell me a little bit about themselves. What about you is important to the work you do? Then talk about this organization, 15-40 Connection. Kelly: It’s interesting because I have a background in marketing and development. I have spent the last part of my career, probably the last ten years, in strategy, development, and activation, specifically around customer engagement. When I came to 15-40, my role was to really help to drive engagement and scale because we really needed to scale our message. We knew it was life-saving education, and we needed to get to as many people as possible. What is unique in my story is I was working as a consultant, and then I had a health change. Part of our education is about noticing changes in your health and acting on them. I did that. I call it my orientation to the business. I was in real time in my life testing our education. Does it work? My health change was significant. I did see a doctor. I had some challenges with getting a diagnosis, but I pushed. I became the empowered patient, which is something that we talk about, and got to an accurate diagnosis, which really changed my life. That makes me not just a business professional, but also a consumer. That combination has been very successful as we enter the drive of this mission and our need to scale it and our ability to scale it. Hugh: Kelly Fattman, y’all aren’t from the South, I can tell. Where are y’all from? Kelly: I am actually born and raised right outside of Boston, Massachusetts, but my parents are from Pennsylvania. I have a little bit of a mixed problem going on here. Hugh: Russell is over there in Denver. They got a really distinctive accent, which you can’t tell. The South is very distinctive, and in New England, it is of course really distinctive. Tell us a little bit about 15-40 Connection. Kelly: Our mission is we teach people how to detect cancer early. It’s that simple. There is a ton of companies. Once you are diagnosed with cancer, there is a bunch of resources to access for treatment, care, mental health, and research. When it comes to the path that leads to diagnosis, there is nobody who does what we do, which is unfortunately why we are doing it. The founder wasn’t necessarily looking for something else to do, but when he saw this opportunity and the gap that was available to people to maintain their health and survive cancer, he acted on it. Our education is teaching people how to recognize symptoms, act on those symptoms, and connect with their doctors to get an accurate early diagnosis. Hugh: Outstanding. On your site, there is a core educational message called Three Steps Detect. Kelly: Correct. Hugh: Say more about that. Kelly: The Three Steps Detect is our core education. It is really the entry point of what you learn when you’re learning about early detection. We broke it down into three simple steps. If you follow these three steps, it will lead to not only potential cancer diagnosis early, but really diagnose anything. We have heard from people this year that have diagnosed heart disease, kidney stones, things along those lines. We know that it’s not just cancer that can be detected early. It can be anything. We know that anything detected early gives you a better chance of survival, better health outcomes, getting back to your life quicker, back to health quicker. Hugh: It’s not just cancer? Kelly: We are focused on cancer, but the interesting byproduct of our education is it’s helping people find other things as well. But our primary focus is cancer. Hugh: Wow. So you started telling a story that you had a health change. It brought you- How did you connect with 15-40? Was it already in existence? Kelly: I was actually working here, and they were developing the curriculum Three Steps Detect. We had been doing education before I got here but knew that we needed to tighten it up, be clearer on the message, get something that was memorable and actionable. That is what I was working on. When I had the health change, I followed the three steps quite honestly. The biggest step we talk about is the part where the patient interacts with the doctor. Doctors, we call them detectives. They only can solve the case based on the clues that are provided to them. We are the people who provide the clues. I was providing my clues; however, the doctors basically outlined to me that what I was saying didn’t make sense, that my explanation of my symptoms couldn’t be what they are. I stayed true to my story because of what I learned here, and ultimately they ordered the right test and got to an accurate diagnosis. I had two diagnoses prior to the third, which was the accurate one. Hugh: Some of us listening that are paranoid. When I visit people in the hospital, I start hurting when they start talking about their operation. Can you give us an idea of those three steps? Kelly: Sure. First step is to know you’re normal, to know that you’re great. What’s good for you? When you wake up in the morning, how do you feel on a good day? We don’t have a checklist, but it’s setting benchmarks. What’s your normal sleep patterns? What is your normal energy level? What are your bowel habits? Those are the things you should be checking in with. How is your skin? Do you have a lot of moles or just a few? Are you watching your skin? If new things come in that weren’t there before. It’s knowing what your normal is so if something changes, you can recognize the change. That is step one. Step two is the two-week rule. Since you have set the base of your normal, when something changes, you’ll notice. Your stomach starts to act up. Maybe you’re going to the bathroom differently. You’re more tired than normal. Most things will clear up after two weeks. The flu, pneumonia, the common cold. There are lots of things that after two weeks solve themselves. If after two weeks you are still feeling these symptoms, we recommend you go check it out. It does not mean you have cancer. The two-week rule helps people not to be a hypochondriac, as you stated; it helps them to be calm because they say, “Okay. In two weeks a lot of things go away.” Two weeks gives them a reason to go check it out. The third step is the sharing with your doctor. That piece is the most critical in that it’s what I outlined earlier. What you say to your doctor is going to determine what they know about you. They don’t have X-ray vision. They can certainly order tests, but they don’t know which ones to order if you are not sharing the right information with them. Ultimately, that relationship is critical. In this time where health care is so challenging and so variable across the country, it is understanding all the different scenarios that people can enter. Some people have long-term relationships with primary care. Others use urgent care or medical clinics, so it’s a one-and-done environment. It’s making sure the patient is driving the conversation, and they are driving the outcome to early diagnosis because if we don’t drive, the doctors and the way the model is now built, they don’t have the infrastructure and support systems, most of them, to do the follow-up and the additional work. They also don’t know how you’re feeling, so you go to the doctor and leave and don’t follow back up with them, but you’re still not feeling well. How are they going to know? Those are really the three steps. Hugh: I guess it’s tricky. We all assume that the doctor knows everything. They tell you something, and it’s a tendency for us to want to shut down. What I hear you saying is that we learn to be assertive in talking about ourselves. Is that the context you’re talking in? Kelly: We say the best chance is you, the empowered patient. It’s all of those. It’s the strength of believing in yourself, trusting in your instincts, not being embarrassed. Some of the cultural norms. In the times we grew up, people didn’t question their doctor. I’m not sure people are being raised the same way now. I think now is the right time. You know you the best. It’s about a partnership with a doctor; it’s not about us versus them. It’s about creating a partnership between you and them. Hugh: That is a really helpful paradigm because- You called them a detective a minute ago. We have to give them the clues. They depend on us telling them. I have a very good doctor who listens very carefully and spends time and asks me very good questions. Sometimes those are questions about things I have never thought about, but you are helping me think about being prepared in case I wake up and it’s not normal. If you are not normal, you wait two weeks, and if it doesn’t go away, then you make an appointment. Is that what I heard you say? Kelly: That’s exactly right. We also say that if something changes significantly, like you break your leg or you have a really sharp pain or something along those lines, then you don’t wait two weeks. It’s making sure you understand the difference. Our teaching is about the subtle, persistent changes that hang around that wouldn’t necessarily impact your ability to go about your day. Those are the ones you wait two weeks and they usually clear up. Things that are more like the symptom I had was more significant. I had a sharp pain in my head that would come and go, but it was nothing I had ever felt before, very different from my normal and was more dramatic. It wasn’t subtle, I should say. I acted quicker than two weeks. Hugh: Why is 15-40 Connection a 501(c)3? Kelly: Essentially because a nonprofit is the best way to get to everybody. Our mission is to educate people on how to detect cancer early. The fact is it wasn’t being done before. Now that the issue is raised, you have to build the case to get the education out there. What we were able to do is build the case with funders and people who are interested in the nonprofit space to make a difference and save lives. That is how we landed as a nonprofit segment versus a for-profit who would be selling the education, which is not the motivation of the founder and the other people who work here. Hugh: It’s to make it accessible to more people. Kelly: Yes. Hugh: Russell, what are you hearing here? Do you have questions or observations? Russell: That is remarkable. I can think back to a health change that I had when I was working for the IRS. There was some signs. I did not act. In my case, I can speak for myself. I think fear was a factor. Does your education program go to address those things that people may have, these fears that going to the doctor could cause me to miss work or my insurance may not be adequate? Fear is unreasonable often. It doesn’t make any sense, yet it is there. Does your program address any of these fears that people may be experiencing or provide a space where people can discuss it? Kelly: Yes. Fear is the #1 issue. People say, I’m afraid to go. If I don’t go, it will go away. The reality is that that fear, where it’s unfounded is if you catch it early, great. That’s a win because you can take care of it. If you don’t have anything, that’s great, too. Both are celebration points. We do have a natural fear of what the doctor is going to say. We also on the flip side of that want the doctor to say you’re okay. Once the doctor says you’re fine, we say, Oh, great, even though you still don’t feel well, even though the symptoms still persist. You heard them say you’re okay, and that’s what you want. We call it the get out of jail free card because that is what people are looking for. You have to trust your instincts. You have to trust yourself. A lot of the teaching is about recognizing the obstacles, all that you just outlined, that keep people from going and keep people from getting the early detection because of those obstacles. Russell: Do you have any statistics—I think you might be a source for it—of people who are finding out that they have cancer, let’s say late detection? Are there- How many cases are there where people are finding out too late that they could have been treated or the treatment becomes more difficult because they waited? Do you have any of those numbers per chance? Kelly: I don’t have them at my fingertips. What I can share with you is one in two men and one in three women will be diagnosed with cancer in their lifetime. Those numbers are staggering. That is about 40%. That is a big number. We need to get as many of those people to detect cancer in stage zero or stage one. We also know the cost is significantly different. We do have data that supports stage one care versus stage four is the difference is probably 300-400%. The…

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    Nonprofits that Work: Rise Against Hunger (Founded as Stop Hunger Now) Dec 10, 2017
    Show notes

    Ray Buchanan:A vision to end world hunger In 1998, envisioning a world without hunger, Ray Buchanan — a United Methodist minister — founded Rise Against Hunger (formerly Stop Hunger Now). After enlisting as a U.S. Marine during the Vietnam War, Ray Buchanan quickly recognized that accomplishing a mission required “commitment to something larger than yourself.” Over the past three decades, that principle has driven Ray’s mission to eradicate world hunger. As a divinity graduate student at Duke University, Ray began working with the poor and hungry. He continued that work at Southeastern Baptist Theological Seminary, where he received his master’s degree in divinity, and as a pastor at ve rural United Methodist churches in Virginia. As a pastor, Ray joined the effort to save the lives of starving Ethiopians during the 1973-75 famine in Ethiopia. Driving Ray’s hunger work is the recognition that “ending hunger is more than just feeding people.” So Rise Against Hunger “focuses its feeding programs in areas where we can see transformational development,” he says. Ray embodies the ideal of a servant leader. And he understands that volunteers and organizations working together can build a global movement that will stimulate the political will to marshal the resources that are essential — and available — to eradicate hunger. Rise Against Hunger has realized positive, annual growth mainly through expansion of the meal packaging program into new communities. Rise Against Hunger continues to further Ray’s legacy of commitment both to domestic and international crisis response including relief from famine, natural and manmade disasters and health epidemics. More information at www.riseagainsthunger.org The Interview Transcript Hugh Ballou: Greetings, this is Hugh Ballou. This episode of The Nonprofit Exchange is great, like every one of them, but this one is a new friend who is right here in Lynchburg, Virginia. He has an extensive history of founding charities and taking them not just to the next level, but taking them to the top. In some cases, over the top. Ray Buchanan: Over the top would be a good way to put it. Hugh: Ray Buchanan. We are going to talk principally about a charity you formed that you originally called Stop Hunger Now. Now it’s Rise Against Hunger. I want to let you tell a little bit about yourself. You had an idea about something. How did you put it together and start this, get people on board, and get it funded? There is a lot of people with ideas, and they don’t really understand the sequence and how to put it together. Tell us about Ray. Thank you for being on The Nonprofit Exchange today. Ray: Good to be here. I appreciate the opportunity. I was in the Marine Corps during Vietnam. Came out of the Marine Corps. Did all my undergraduate work in about two and a half years. I then had a mentor who saw more in me than I thought was there. He said, “Where are you going to go to get your divinity degree?” I said, “I hadn’t thought about it.” He said, “You need to go to Duke.” I said, “Riiight.” I literally thought he was kidding, but he knew people who knew people and I found myself at Duke. I immediately felt like I was way out of my league. I looked at all these young people coming in the first day of class, and I said, “I don’t belong here.” What happened was very interesting. I stood in the corner of the student center of the divinity school, and I saw somebody come in the door who looked as miserable as I felt. He was about my age, older than the normal incoming divinity school student. We hooked up, and he had military experience, been to Vietnam as well. We started talking, and pretty soon another older student came in. The three of us gravitated together. What happened was that first semester at Duke, we became a support group. We didn’t know that’s what it was, but we were all married and had at least one child. In the course of that semester, we became best friends, closer than friends, and a support group like I said. We started in January. During the summer, of course we all wanted to pastor churches. According to the Methodist church, they had no churches available in North Carolina around Duke. I had the choice, and I chose doing beach ministry in Atlantic Beach, North Carolina. That sounds like a real cool gig, but we did most of our work with runaways and drug culture between one and two o’clock in the morning. I had a safe house for folks. One of our other friends served a small church in Raleigh. Ken, the first person I saw, came from Virginia. His superintendent needed pastors badly. He already had a church promised to him. He talked to his superintendent, and he said, “You have friends that might serve churches?” The process was so far along that we didn’t get to visit, but he called. I learned my first lesson of humility. He asked me who I was and what I wanted, so I told him I’d been a youth minister in a larger church in North Carolina when I was in college. I had experiences as a chaplain’s assistant. I really pumped myself up the way you would to a boss. He said, “I haven’t been able to get up with your other friend. What kind of experience does he have?” I said, “He’s a really nice guy. He doesn’t really have as much experience as me, but he is really committed. He has a heart for the Lord, but he just hasn’t had the experience.” The superintendent without missing a beat said, “Well, that is his subtlety. You obviously have much more experience. I’ll give you the five churches, and I’ll give him the four churches.” I learned real quick you don’t need to do that. I started there because that is really the start of the journey we are talking about. The three of us were appointed to churches in rural Virginia, the south side of Virginia. We were right outside of South Hill. Between us we had 13 rural churches. Hugh: Oh, wow. Ray: And we were going to school fulltime, commuting an hour and a half one way. We learned really quickly about supporting one another. We learned that each one of us had gifts and graces that matched with the others. Where I was weak, my friend was strong. Where he was weak, our other friend was strong. Rather than compete, we decided we would work as a team. With those 13 churches, they were all small, struggling, had that feeling that many small Methodist churches have, that they weren’t ministering. They were surviving. We decided to change that. For the four years that we were there, we made sure we worked as a cooperative parish. We weren’t ever legally called that, but we had our churches go together. I remember the first thing we did is we gathered clothes for Appalachia. They had never been able to do anything as one or two churches, but as 13 churches, we filled a huge U-Haul truck. The men took it to Appalachia, and it made them feel so empowered to be able to do something. Hugh: As you’re talking about that, that is a group of churches. The same thing could apply to a group of small charities. Ray: Absolutely. One of the key philosophies that I have always worked with is everything is built on partnerships. The more partners you could have involved, the stronger the program is. I’m not saying it’s easier, but it really impacts more people, not only from the relief side, but also from the folks doing it. A key principle in what helps grow the organizations I have been a part of is we always seek partnerships. One example is with Rise Against Hunger, when I started, I knew nothing about international relief work. I had been doing domestic relief work for 20 years, and I’ve done a few things internationally. But how you work internationally is something I had to learn on the job. One thing I committed to was I was not going to start offices internationally because internationally, every place I wanted to work, there were already relief organizations on the ground. I didn’t need to reinvent the wheel. I just needed to partner with the folks already there who had a better idea of what was necessary. Hugh: I won’t let that one slip by. You’re really understanding the synergy of collaboration. Let’s do more stuff than we can do by ourselves. What year was that? Ray: I started Rise Against Hunger in January of 1998. What had happened was earlier than that, Society had a program called The Potato Project. That is the story of God’s grace. Basically, Society of St. Andrew was an intentional community devoted to covenant living. What that means is in response to world hunger, we said we wanted to come together and demonstrate a lifestyle that the entire world could adopt, a just lifestyle, a fair lifestyle. We had two families that moved together onto a farm. We formed a covenant to live under the poverty level. When we started in 1979, that was about $2,000 a person. Hugh: Oh my goodness. Ray: If you put all the stuff in the world in a pile and everybody took a fair share, in 1979, it would come to about $2,000 a person. We made a covenant that we would live under that. We had nine people in our community: four adults and five kids. We said we would live under $18,000 a year. We never made it up to $18,000 a year. Basically, we lived under the poverty level out of choice, and we wanted to do that not only to identify with the poor, but also to demonstrate to the church especially that if we wanted to, we could live in a way that the entire world would be able to have a fair share. Hugh: The year you founded this organization was 1979. It was founded as Stop Hunger Now. Ray: The first organization was founded as Society of St. Andrew. I was the co-director of that from 1979-1998. In 1998, the reason I left Society of St. Andrew is because after 15 years or so, both my co-director and I were getting burned out. You start out with your hands working with the poor, shoulder to shoulder, but as the organization gets bigger and bigger, you get further away from the poor. We worked with the poor. Then we had staff that worked with the poor. Then we had managers. Then we had directors of the managers. All of a sudden, you look around and you have 70-80 employees in five or six states. You are so far you can’t even see the poor. I started using my vacation time to go internationally to work in Africa and what have you so I could still get my hands dirty. Hugh: That’s interesting. You get so far away from the work that is your passion. You get sucked in to the organization. There is a lesson in that, too. Ray: Absolutely. Hugh: When did you found this organization that is now Rise Against Hunger? Ray: 1998. Hugh: And it was founded as Stop Hunger Now. Ray: Yes, it was founded as Stop Hunger Now. The reason the name is important, the reason I founded it is because I did my work internationally, it hit me that although hunger in the United States is real and it’s horrible and it’s immoral, the richest country in the history of the world, that we have hunger doesn’t make sense. The Christian church has to understand its responsibility there. As I worked internationally, there were opportunities that started to rise in doing stuff internationally. My passions fairly quickly turned to doing international work because although hunger is real in the United States, it’s qualitatively different than hunger around the world. In the United States, no one dies of hunger. I challenge you to find a newspaper article that talks about the last time anyone died of hunger. They might have died of exposure or something, but it is such a rarity that it is not measurable. You go international, and after all these years, we have hunger down to 20,000 people a day. Hugh: A day. Ray: But when I started, it was like 30,000 people a day dying of hunger. There is no way to explain that. I have always wanted to have the biggest impact. So I started focusing internationally, and my partner, after you work together with somebody for 20 years, you know each other. He looked at me and said, “If you need money for that, you raise it. We don’t have money for that.” At that time, Society of St. Andrew was doing $15 or 20 million worth of in-can work, and our cash budget was $1 or $1.5 million a year. We never had enough money. That is how Stop Hunger got started because I needed to raise $25,000 for a special project. I didn’t have it. After my partner said, “Well, if you want it, you raise it,” which was the way we worked, I remembered that five years earlier, a donor had come to us, he and his wife. We had an office in a sheep shed. They came and sat around the table and said they wanted to help feed the hungry. His vision of hunger was a starving child with a bowl held up. At that point, my partner and I said, “We don’t do that.” We didn’t. We worked in the United States, using tractor trailers to haul produce to food banks on Native American reservations. We told him we really appreciate the offer, but that is not what we do. It’s not a good match. But we have a friend who is chairman of the board of Food for the Hungry. We will give you his name, and you can connect. We broke the cardinal rule of you never give a donor away. We gave this donor away before we ever started working with him. Strange thing though. Every year, he would call us and say, “Do you have any special projects?” We’d say yes. He’d say, “Send me the bill.” For about $8-10,000. He would never give us a grant. He would never write us a check. But he would always give us a gift of about $10,000 by paying a certain bill. I remembered his vision. After five years, I went to our Director of Development and called him and said, “Give me this guy’s name and number.” He said, “Let’s meet.” I went to Virginia Beach, and we had lunch. I’ll never forget. The timing was amazing. I drove from the big island, and he drove a couple of blocks and we got there at the same time. We met in the parking lot and walked into the restaurant. He said, “How are things going?” making small talk. I said, “Great. My daughter is having her first child.” He said, “Oh, you’re going to be a grandfather for the first time?” The proper answer would be, “Of course I am. Yes, that’s great.” I said, “No. When my son turned 21, he got a girl pregnant, so I have a grandson.” I said, Shut up, shut up, this is not the way you speak, shut up. It was like I had verbal diarrhea. We get in, and the maître d’ seats us. He comes back and starts to speak. John waves his hands, saying, “No.” He leans across the table and he says, “Ray, last year was the worst year of my life. I went from being a millionaire to not being a millionaire. I got kicked out of my own organization that I started. My wife divorced me. My son had to get staggering drunk to tell me that he had gotten a young lady pregnant.” Hugh: Oh my goodness. Ray: This is before the menus get there. All that is simply to say we were on a level that you normally don’t get to with a donor until you’ve cultivated them for years. That is how Stop Hunger Now got started to be honest. Hugh: We are recording live on Facebook. If you come by and wonder what this is, this is the Nonprofit Exchange. Every Tuesday at 2 EST, we talk with a thought leader about how they have made things happen. We are talking to Ray Buchanan about multiple charities he has founded. Ray, I have moved from using the word “nonprofit” a lot even though this is the Nonprofit Exchange. When I am in conversation, I use the word charity because we have tax-exempt charities. It’s a business and a framework that has got a lot of rules and regulations for the IRS. My co-host, Russell, used to work for the IRS. He is very much up to date with how we need to comply with those. We need to have strong business principles. If you are listening to the podcast sometime in history, you can ask questions on the podcast page. We learn from other people’s stories. Ray, when you are looking back and talking about starting these, Russell was just meeting with a gentleman that has got a hunger project. This is quite an amazing story, Russell, about Ray…

    Full show notes at the publisher

    Nonprofits That Work: Journey's Dream Dec 03, 2017
    Show notes

    Mark Hattas has, amongst other accomplishments, started, built and sold a $20M/yr tech company. He was later diagnosed with Bipolar I Disorder and told there was no cure. Mark didn’t believe the prognosis and through study, faith, and practice, Mark lived into his faith that he could be well. He is so thankful to all who have helped, and to God. He is committed to help others and give them hope and paths to success as well. This inspiration in 2012 led him to pursue and eventually co-found HSI and Journey’s Dream. The dream will be realized when all people can find hope and well-being. More information at http://journeysdream.org Transcript of the Interview Hugh: Welcome to this edition of The Nonprofit Exchange. We always have special people, but these people are really special because they invited me to participate in the foundational strategy building for their vision for bringing amazing resources to others. I want to introduce these two people. Russell, say hello from Denver, Colorado. Russell: It’s a beautiful day in the neighborhood and a beautiful day to be here with Mark and Mitzi. I look forward to a wonderful chat today. They are doing great work here. Hugh: Russell and I co-host this, and we have some fascinating conversations with people that are doing amazing things. This particular chain of interviews is about people who are doing real things in the real world. The ones we have done previously have been organizations that have been in existence for a while. This one is a young organization, but they are really making some traction. They are doing some really good stuff. I wanted to interview them about how they got started and what kind of traction they are making and what their plans are and how they impact lives. Mark, let’s start with Mark Hattas. You tell us a little bit about your journey, who you are, and why you’re doing this. Then throw it to Mitzi and let her introduce herself and her role in this. Welcome to The Nonprofit Exchange, Mark. Mark: Thank you so much. Great to be her with both of you, good friends, and Mitzi. *audio cut* My revenue stream, or one of them, one of the things that I had the pleasure of doing early in my career is I built and sold a tech company. About nine months after that, I had a very unique experience where I started experiencing the world much differently than I had previously. I went into what is commonly called mania. I was diagnosed bipolar I, and I was in and out of the hospital three times over a three-year period. I was told right away that I would not get well, and I would be on medication the rest of my life. Most of what we know about the brain we learned in the 1990s, and the world of psychology was still navigating what was really going on. The hospital with that kind of prognosis. It was inspired maybe two months after that, after I had an unusual experience where I was terrified that I was going to have to live my life with my brain in the mode that it was in. So I started to seek solutions, and thank God there were solutions out there. There are amazing practitioners, amazing resources, and I applied them, I practiced them, and I got well. For over three years, I have been off all medication and have been very healthy. Over that course of a period of time, I met Mitzi and her husband Rex and her daughter Brea and learned about what was happening in their lives. We joined together to start what’s called Hattas Shay International Foundation, which its project is called Journey’s Dream, to help those with mental health challenges find resources and get to a place where they could really believe again that they could get well and then have the strength and the tools to start to go out and navigate their health and well-being with the best support mechanisms that can serve them. We are a hub that creates that environment. We are still building, but we have had some great traction so far. Mitzi? Mitzi: My name is Mitzi Montague-Bauer. My son Journey is symptomatic in his senior year at University of Michigan. At first, we thought it was his quirky behavior or something. We didn’t really understand the magnitude of what was happening until he graduated and came home. There were several diagnoses as they didn’t present the same way each time. The first doctor thought he had schizophrenia. After that, he was diagnosed with bipolar and depression and manic disorder and a lot of them actually. He was told the same thing that Mark was told: that he would never get well. There was no cure. The best we could hope for was to manage the symptoms and that would be a lifetime of medication. I didn’t want to believe that. I didn’t believe it. It seemed that the more he heard it, the more he began to believe it. During that time, I spent countless hours looking for the solution that we now know is available, but they were difficult to find. I spent a lot of time searching for any solution that had a different prognosis. By the time I felt confident with the solutions and the collection of modalities that I had collected, Journey was no longer interested. In the beginning, he was open to help. By the time I felt like I had the answers, he had isolated himself, and didn’t seem to trust anyone. It became apparent to me that if we had had these solutions in the beginning, perhaps there would have been a different outcome. Journey, after three and a half years of struggling with his mental health and being told he would not get well, he stepped off of a building and ended his life. Because of the lack of- Well, the solutions were there, but they were difficult to find, and there wasn’t really one place to find them. The vision that we share is that there would be a place, if a family member or a loved one or someone who is struggling landed on our site, that they would have a whole collection of solutions, possibilities to meet them where they were. Those solutions could be medication. There is a place for medication. A whole slew of other opportunities. Hugh: Thank you for sharing that. That is an important message. Mark, to declare that SynerVision has been working with this project from the onset. We started putting together the pieces in Mitzi’s basement with Mitzi, her husband, her daughter, you, and me. We worked really hard for a couple of days getting our heads around what this looks like. That was not really the starting point, but it was the launchpoint where you were able to then say we are doing this for real and we are moving ahead. Why did you decide to put this in the framework of a tax-exempt charity? Mark: I’d built the for-profit organization. When I started to learn about the power of the tax-exempt organizations, it allows for people to give to a cause that they believe in and the way that they can and have tax benefits. It gives an opportunity to donate funds, provide in-kind services—for example, there is an organization helping us with our technology for the practitioner network. They are donating all the framework and developing even. That would have cost us quite a lot of money otherwise. Because it is for the greater good of the broader population, we didn’t really see a need for any one of us or any group to own it. We wanted it to be available for all, and we are the stewards of it. So we really looked from the beginning at this organization being something that is a gift to all of those people who were in a situation like Journey’s situation, or my situation, and the many that exist out there. Tax-exempt has made a whole lot of sense. When we spoke with Sherita Herring, she helped us set that up and reeducated me, retooled my brain, along with you, on what the power of tax-exempt is and how much funding is actually out there and available, and support. We took advantage of your expertise and knowledge to set this up right from the beginning. Hugh: There is a lot of power in philanthropic giving, both in individual donors. We were on a call with Sherita last night. She is one of our partners in SynerVision. Actually, she helped me create my foundation years ago. She is a queen of nonprofit information. She knows the right stuff. We have been on a journey equipping the culture to then step up to where you need to be. I have been impressed with how systematic you have been. You have tried not to short-cycle everything. You have taken things in stride, in sequence, and really let the different stages of this play out and mature without cutting it short. I commend you for that. So many people starting organizations like this want to get there and want to get it done. They leave a lot of stuff in the garbage on the side of the road on the way. You have been very systematic in developing this. I commend you for that. Russell, I know a little more about this because I have been involved with him for a year and a half. We decided we worked together for 365 non-continuous days. It’s been a pace that’s been very logical. Mark, you’ve created some programs, and you have done some beta tests on the programs. Talk a little bit about who those programs are for and the impact that program has had and will have on people’s lives. Mark: The intent long-term is to have a whole hub of many programs. We have a few through affiliate partners, but we also- One of the things that we co-created with Rookha Group is a program called the Optimal Being program. The Optimal Being program is absolutely by far the core of what I did to navigate the brain dynamics that were spinning around in me and get to a place where I could start to navigate the world in a more healthy way. There are three things that occur in the Optimal Beam program. One is the awakening of the inner guidance system. It’s really incredible that every human being innately has an inner guidance system, but so many people have conflicts within it and their programming that has them doing things on automatic decision-making that is not really constructive for their lives. What this does is help to soften that, release those beliefs and ideas that aren’t really serving us anymore, and get to a place where the inner guidance system is listened to and it comes alive in us and it really leaves us to what’s optimal for us. Mitzi mentioned sometimes medication is the optimal thing for someone in the beginning stages, so go for it and do it. Listen to those doctors. Believe the diagnosis they give you, but don’t believe the prognosis if they are not telling you you can get well. Allowing for that inner guidance system to come on gives people confidence. It gives them courage. It’s a healthy courage. It realigns their personal code of decision-making from one that could be negative and destructive to one that is always constructive. That is a key thing with the Optimal Being program. Another thing that happens there is community. Here is people that come together who are also going through life’s challenges. To learn these tools together and to come to a community where people are in a like situation or like-minded, they are seeking solutions, that accelerates everyone’s health and wellbeing. Ideas are shared in there that the facilitators may have never thought of. One of the people who are participating is contributing as well. People are both giving to the group and receiving from the group. It’s a combination of self-instructional programs as well as a weekly online part of the program. The other thing is there is metrics. At the beginning of the Optimal Being program, we allow someone to go into ten categories of their human behavior. These are things that are like self-love. How is that going for someone? If love of self is really low, maintaining love while thinking about themselves is really low. There are some tools that we teach to support increasing that. Maintaining love while thinking of others, maintaining love while actually approaching truth. There is ten of these categories. We measure them in the beginning, and at the end of the 13-week program online, we measure it again. It is fascinating to see how dramatically people change. These are core human development skills that could be taught to a fifth grader or even younger. When someone integrates them into their life, whenever they face something that is a challenge, instead of going to historical patterns of coping mechanisms, they start to have tools that are foundational human tools to start to realize what potential lies within them and have it start to come out in the world. The transformations we have seen in corporate leaders, people who thought they were actually doing fine but wanted to get to the next level, and people who have challenges is profound. Hugh: It’s not just for people who are having—I forget how to title it—severe emotional issues. It’s not just for people in that profile. Mark: No, it could be someone who is going through a breakup from a relationship and they are sad. It could be a loss of a loved one, and they are going through that grieving process. It could be any number of things that creates in someone the desire to seek something where they are going to feel better. When people feel better and they get to a joyous, and Mitzi knows well about this, place in life, one of the things that starts to occur is their life self-perpetuates in a positive direction. We want to help people navigate through that, so we teach the opposite of the way they were taught in the world when they were growing up. It’s like a rewiring of some of the processes they had been using. Mitzi, I don’t know if you want to ask anything to that part. Mitzi: I thought you did a beautiful job summarizing. Hugh: Mark, what is the name of that program? The Optimal Bean program? Mark: It’s called the Optimal Being Program. Hugh: It’s my age and mental condition. Mark: We have tools and technologies. There is an app online that is actually free. People can go download- If they do a search on their phone on “Rookha Group,” they will find the Optimal Being app. It is a powerful app that helps to heal relationships with the commitments tool and to practice maintaining love and the breathing properly as they face a challenging situation. That alone is healing. Hugh: Spell Rookha. Mark: R-o-o-k-h-a. Hugh: R-o-o-k-h-a. Mark: You might be able to type in Optimal Being and get it at this point, too. It’s been up there long enough I think you could type in either one. Hugh: Optimal Being. O-p-t-i-m-a-l B-e-i-n-g. So Mark, this is not coaching. It’s not counseling. It’s not therapy. What is it? Mark: We’re like a group of people who have been there and have navigated this. We are educated mentors. I am someone who has gone into it and out of it. When someone does that, they develop a certain set of skills and support others in getting to a place of hope. I don’t think anybody in our organization—Mitzi, correct me if I’m wrong—but I think every single person in our organization sees the human beingness in a person. Never have we seen any kind of diagnosis or some kind of illness. It’s not the way we look at it. We look at it more like- There is a great analogy of the caterpillar to butterfly. Imagine that the caterpillar goes in to the chrysalis, and then everyone starts to say how awful they are because they don’t look like a caterpillar anymore and they are stupid and can’t do this and can’t do that. The caterpillar is transforming. If we suppress that transformation, we are going to have some funky-looking caterpillars. If they didn’t allow the chrysalis process, they are going to be angry, frustrated, grumpy, and eventually fall into depression because they are denying that natural, innate, transformative state. When somebody actually goes into who it is they truly are and they do it with the tools that exist in many different forms, we happen to give them in the way that we learned them. It supports someone having the courage to do what they are innately guided to do. That is why when I was mentioning inner guidance systems it’s like l…

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