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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:
    Nonprofits that Work: Food for Families Nov 26, 2017
    Show notes

    Food for Families https://www.parkviewcommunitymission.org/food-for-families Interview Transcript Hugh Ballou: Greetings to this episode of The Nonprofit Exchange. We have two guests today. They both work in the same charity. It’s called Food for Families. I was down there yesterday hearing some stories. There was a lunch gathering for a bunch of charities that work out of the same building. I have been talking to these guys for a while and said that we needed to tell their story because people have a lot of ideas, and putting some traction to ideas is pretty important. I learn from people who have lessons to teach, but I also learn from people who have life lessons to teach through stories. I am going to ask these two gentlemen to introduce themselves, a little bit about their background, and then we will circle around and talk about their foundation. Ray Booth, who are you? Ray Booth: I’m one of the rare breeds. I was born here, and I’ll die here. I’ll never live anywhere else. Hugh: We are in Lynchburg, Virginia by the way. Ray: It’s a great place. Come join us. I felt a calling early in my life to be an engineer, and I was a simple engineer graduate. After I got out of college, I felt called to ministry and considered that quite a bit. I think I’d do best in public service. I spent my whole working life in public service, first with the state government, then 25 years with the city as Director of Public Works. I have impacted this community. Everywhere I drive, I see my impacts and construction all the time. After I retired, I went to work with my construction company. I did more private/public partnerships here in Virginia in many of the cities and counties throughout Virginia. I retired from that, and now I am a consultant and real estate broker and am still trying to impact the community for the better. Hugh: Gordy Harper, tell us who you are. Gordy Harper: I am the director of Food for Families. Previously I was a real estate broker. Before that, a Harley Davidson dealer in Virginia Beach, Virginia. Hugh: We are across the state from the commonwealth. That is four or five hours away the other way. Gordy: Virginia Beach? Hugh: Yeah. Gordy: Four hours, at least. Hugh: It’s real flat over there. Gordy: Yes, it is. Hugh: I ran a half-marathon there. Part of the reason I chose it was because it was flat. The other part was because Yuengling served beer at the water stops. Food for Families, this is a nonprofit here. Let me set the context. We live in Lynchburg, Virginia. Lynchburg has one of the largest populations of those that live below the poverty line. I think 24% of the population. Food for Families is sort of geographically located where a lot of that population is. When was Food for Families started, and why was it started? Ray: Many years ago, Food for Families is located in a church that currently is in a poorest area in the city. Back in the ‘60s and ‘70s, it was the heartbeat of the city. The first shopping center was there. This was the in place to be. It grew exponentially and was one of the wealthier cities and churches in the city. As time moved on and the new shopping mall was built in the suburbs and all the retail people in that part of the city left and went to the new mall and the development moved there, this area became more of a transient location. Over time, the poorest people in the city moved into this area. Lynchburg in the early 1900’s was one of the six wealthiest cities in the nation. A lot of wealth here, and they built huge homes. We have a lot of beautiful inner city homes. They were turned into apartments in the ’50s and ‘60s. Once the people started to come and appreciate the architecture, they bought all of those homes and moved the poor people out. The poor people gathered around the Parkview Community Church. That is now the poorest area west of Richmond in the whole state of Virginia. The church was flourishing. As retail moved out, it started going downhill. They started having a Wednesday night meal every week. Back in 1996, a street person came in, and they fed him. The next week, he brought two of his friends. And more and more of the street people came in. More of the congregation left. They continued to feed the poor, and that number grew and grew. Still to this day, 21 years later, there is still a Wednesday night meal. We feed 125-150 people on Wednesday nights. The church started food boxes in 2007 because they saw all of these poor people on Wednesday night needing food. In 2008, the church was closed, and the food pantry survived another year or two until the guy who ran it died. It was closed for three or four months. Through a grant, we reopened the food pantry in 2011 as a client choice facility, the first one west of Richmond and one of the few- Hugh: Tell us what client choice means. Ray: Client choice means the neighbors come in and get a grocery cart and actually go back through the pantry and pick up the items their family will eat. Pick a produce, meat, dairy, bread, so forth. They only shop like you would shop in a grocery store or anywhere else and pick up the items their family will eat. That was very successful and still is to this day. There has been a number of changes over the years. In 2012, a gentleman who has never been married, very poor, never owned a car died and left $225,000 for the benefit of youth in Lynchburg and to be used by the district superintendent. They developed a partnership with UMFS, which houses foster care and adopting. They agreed to put a regional office there. They used a third of the money to run the space. After they came, the district office moved there. We divided expenses three ways and utilities, and the Lord has continued to bless over the years. It has really taken off, and now we have 13 different nonprofits in the building. Many of those are very complementary to Food for Families and the neighbors, and today we serve 25% of the poor people in Lynchburg with food. That’s 3,000 individuals. We have had as much as 80,000 pounds of food going through the facility. Hugh: 80,000 pounds. I have been by there on a Saturday. There is people waiting. Ray, when did you join this organization? Ray: I joined in 2010. Hugh: 2010. This is 2017 when we are making this recording. People may be listening to this in some other year or universe. Gordy, when did you join this organization? Gordy: 2016. Hugh: 2016. Year and a half. Ray is the chairman of the board, and you are? Gordy: The director. Hugh: What other data would you like to share? What I’m hearing is there are people who were doing something that was meaningful and they stayed with it. There is people listening to this who’ve had an idea and tried it, but haven’t really stayed with it long-term. I’ve also heard because of the value of the people staying with it, you attracted some funding and some other synergies with some other organizations. What other things do you want to share about what you know from the history and what the history is from 2016 going forward? Gordy: As I came in, what we tried to focus on was changing the culture. I would sit in meetings in the city and hear people talking about how they didn’t feel respected when they went into those places. A lady said a culture of respect, and that locked into my brain. I went back and we tried to change the culture and help people see our neighbors, our clients who we call neighbors, not clients. Our focus was on changing the culture. A lot of that is in developing relationships because what I was hearing was people needed to help them come from where they are. I just knew from my own life that if you wanted to help me come from where I was, you were going to have to have a relationship with me, to be able to sit with me and share with me and listen and take it to heart. It mattered the things you said to me. The first year I was there, I was trying to build relationships and trying to bring down the walls that people build up around themselves because of where they are. We tried to show the love of Christ to people. Hugh: Russell, they said a couple magic words. Relationships. They said culture. Do you have some comments or questions for these gentlemen? Russell: Culture is more than just a cereal. It’s supposed to be good. It’s wonderful because what you are talking about, and I have dealt with it a lot, is basic human dignity. Sometimes it’s hard for people to reach out for help because they are in a circumstance through no fault of their own, and it’s important to treat people with that basic dignity. I commend you for making the effort to do that and connecting with these people that you’re serving. I was also excited to hear that you are co-located with a number of different agencies. If you could, talk about some of the things you have been able to do with some of those other folks that are partnered with you to provide a more holistic service to those people you are serving. Gordy: We have a free clinic. We have tried to build relationships actually with all the different partners in the building. But we have a welcome center. Our welcome center is like a resource center, and I have set them up a satellite in our office. We are in the lower level of the building. Everything else is in the upper levels of our building. We have tried to establish ways to draw them down to where the neighbors are. But we have set a lady up in our office that can actually one-on-one with the neighbors. They are actually in the room waiting for hours at times. Some days I am there at 7:30, and there is a 2:00 distribution with people waiting already. We try to capture those morning hours where people are waiting to be able to shop and draw people in that can lead them to resources. The free clinic, we have an establishing relationship. There is a nurse practitioner in there that is going to come down and meet with the neighbors, announce what services are available, and what she has actually talked about is coming to the Wednesday night community meals and establishing relationships by sitting with the neighbors and letting them know what’s available. We are trying to get flu shots. There are little things we talk about just from what we hear with the neighbors and try to see what needs they have. We have a relationship with the local bank and a lady that is vice president there who is coming in and teaching personal finance classes, basic computing classes, reading, math skills, different things that will help people be in a better position to get employment. Ray: There is a nutritionist that has been there several years that is teaching cooking classes. While the neighbors are waiting, she is up there showing them how to cook. We also have a counseling service there. This facility started even before everybody else moved in with a facility bin there. We met there for over seven years. As a result of that synergy that came around that facility and those people being there, you have 50-60 people there every day at lunchtime for an AA meeting. As some of those people were able to overcome their addiction, one of them started a telecommunications company that is in the building that provides low-cost Internet and phone within a one-and-a-half-mile radius of the building. Two others actually formed a counseling service using the peer group model that is now extremely successful. They have contracts with all of the local school systems and hospitals, so if a student gets caught with drugs and alcohol, instead of being suspended, they are sent there. They have nine counselors now. They have a lot of people whose lives have turned around as a result of that. The UMFS has foster care and adopting services for the entire region. They have contracts with all the schools as well. We have three churches that meet there. One on Saturday that is in a growth of the AA group. A lot of the people at the church service are across the spectrum. We have doctors, lawyers, all types of people there that through prescription drugs and other things, you read about it so much today, that were cured or came off the addiction that didn’t feel comfortable in their own churches or places. They come there with brothers and sisters who shared the same war and are helping each other. After the worship service, they have a meal together. That’s every Saturday night. We have a Sunday morning church, and then we have a Sunday afternoon church. They are now getting more involved in the mission. Most recently, we have had one of the larger churches move their church office into the building because they want to be close to the neighbors and be more involved in administering to the poor. We have a number of different things there. We are continuing to try to expand more services as we get there. It’s continuing to grow. Hugh: Russell is one of the first people. SynerVision is the synergy of the common vision. I have trademarked that name. We like the word charity because nonprofit is a stupid word. You have to make some profit if you are going to do any good. We like the word charity a little better. It is a tax-exempt social benefit organization or social capital. Lots of ways to describe it. People think of nonprofit as a philosophy, not a tax classification. I don’t hear any of that thinking from what I hear today. Russell and I have reinvented the consultant model. I went from being a consultant to an insultant to a resultant. Now we partner with them to help them find the way, so we are WayFinders. We created a whole different paradigm because 98% of the consultants out there give the rest of us a bad name. Maybe they give answers, maybe they don’t. It’s the stock answer. Our calling is to give people information, free or at a price they can afford, so they can improve their culture, their service, and therefore improve their funding. I wanted to talk about two other pieces here. We teach leaders that you don’t push, you influence. I am hearing some of that in your dialogue. You have been steady. You have worked out these collaborations with these other organizations with some synergistic work. I am gathering you were the first one on board and the others have come on board since then. Because of the impact of your work, I want to shift, and a lot of charities do that, but I know since I’ve heard your stories. There is measurable, profound impact from the work you do. That is part of the position of influence. Your operational guidelines, your high standards of integrity, the value you give people: those are all really strong principles. Those are part of who you attract, both in the collaborations and in the funding side. If that influence piece makes some sense, you talked about improving the culture, redefining the culture. I’m not sure what word you used, but it was working on the culture. I watched you yesterday where you had most of those organizations represented at lunch. It was a lunch to share stories and be together. You were a servant leader there. You were handing out plates and checking on people. I don’t know if you were official, but you were an unofficial hospitality person yesterday. It gave me some insights into your leadership, sir. Culture is so important; that’s part of the work you do. Leadership is a culture. It’s not just a person, it’s the culture. What’s been your journey of helping them—I like the word transform rather than change—transform their whole idea of culture? Give us a snapshot of what that journey has been like. Gordy: It goes back probably. For this journey, when I was seeing it, people don’t really mean some of the things you see sometimes. It’s just more the nature of people as a whole unfortunately. I was watching. I would hear certain things and watch certain responses. It just wasn’t the outcome I was hoping for. I want more of a warm and comfortable- The way I have tried to sell it is the people we are serving don’t really get experiences. If I want to take my kids to Disneyworld or…

    Full show notes at the publisher

    Nonprofit Performance 360 Magazine History and Heritage Nov 19, 2017
    Show notes

    In it's third year of publication, Nonprofit Performance 360 Magazine set' records for quality and inspiration. Dr. Todd Greer, editor shares his vision for starting this great resource and his vision for the future. Todd Greer holds a Ph.D. in organizational leadership with a major in human resource development from Regent University in Virginia Beach, Virginia; a Master of Science in ministerial leadership from Amridge University in Montgomery, Alabama; completed graduate work in communications studies at Wayne State University in Detroit, Michigan; and a Bachelor of Arts in communication studies from Defiance College in Defiance, Ohio. He has numerous publications to his credit, including journal articles and book chapters, and has presented at national conferences. He has served as lead instructor and board member with the Mobile Area Chamber of Commerce’s Innovation PortAL and instructor for the Chamber’s Young Entrepreneurs Academy for high school students. He is a board member for United Way of Southwest Alabama and Springboard to Success Inc. which, with the Downtown Mobile Alliance, operates the Urban Emporium retail incubator. He is an advisory board member with Veterans Recovery Resources. He was an instructor with University of South Alabama’s Minority Business Accelerator and an adjunct instructor at Spring Hill College. Previously, Greer was executive director of the SynerVision Leadership Foundation in Blacksburg, Virginia; minister of administration for Glen Allen Church of Christ in Glen Allen, Virginia; and head boys’ volleyball coach at Highlight Springs High School and assistant women’s volleyball coach at Virginia Union University, both in Richmond, Virginia. Interview Transcript Hugh: Greetings, and welcome to today’s session of The Nonprofit Exchange. Today, we have a very special guest. Russell, it’s the first time you’ve met Todd Greer. Dr. Greer was the one who started The Nonprofit Exchange. He is the founding and current editor of Nonprofit Performance Magazine. Todd, welcome. Todd: Thank you so much, Hugh. Great to be with you. Russell, I’ve heard such wonderful things about you, and it is great to at least virtually connect with you here. Russell: This is great. I’ve done my best to bring out your inner English teacher. Todd: It’s important. Gaps. Hugh mentioned I was the editor as we started out. Hugh is definitely the publisher. He is not the editor. It is good to have other folks around like you, Russell, to help keep him in check. Russell: It takes a village. That is why there is more than one of us there. Todd: There you go. Absolutely. Hugh: The vision for The Nonprofit Exchange is to interview experts in different fields and to bring really good leadership principles into charities and churches and synagogues, often from business leaders. Todd, in addition to having your Ph. D in organizational leadership, you are ordained as a pastor, and now you are a dean at the University of Mobile. Am I correct? Todd: That is correct. It has been an interesting transition. Hugh and I met in 2014. Hugh had this wonderful vision. SynerVision Leadership Foundation had the vision for a magazine and a community of nonprofit thought leaders that could help to build capacity and to help build and move things forward. I think it’s been a beautiful vision to see it come to light, to be something that I’ve been a part of and that has touched me deeply. Over the past two and a half years, I have been able to move down to Mobile from Virginia where he and I met, start a business down here, see that grow, and see a community of entrepreneurship really raise up. Now I have the opportunity to get in and engage with university students and to work to encourage them for the world that we’re inventing each day. Hugh: We’re glad to have the academic connection. Even though you have gone on to do some other great stuff, you’re still shaping editorial policy. What we have done with the magazine is separate the commercial part from the editorial part. What I do is I’m the champion, and I bring people into the funnel that we set up so brilliantly and around the editorial policy that you shaped so that we keep it really clean and really valid journalism for leadership. Thank you for that contribution to humankind and to SynerVision. You launched The Nonprofit Exchange, which we are doing at 2 pm on Tuesdays EST, and the podcast. We are hitting about 15,000 listeners on this particular podcast, and I have 10,000 on Orchestrating Success. We share some interviews in common, but they are helping people think through their skillset and organizational development and personal skills for developing their teams. Talk about three years ago in September that we launched that first John Maxwell edition. As you were shaping out the vision for this magazine, talk about your thought process. What was important about how you laid down the tracks, and what does that look like? Todd: One of the things that we consistently saw as we were looking at the nonprofit space is that there is good research, and then there is speakers. Then there are some books that are written. But there is a gap in the middle. What we wanted to do was come in and give nonprofit leaders, whether they are board members, staff, or executives, the opportunity to be able to engage with deeper thoughts around a holistic idea. What we started from that day forward is to create these themes within our magazine so that you could look at what we could consider an evergreen concept, something that is not based upon a specific time. It’s something that whether you are looking at it three years ago or today, the points are still valid, the theme is still important, it is something that drives home a needed opportunity in that space. We really worked to say, This is not an infomercial. This is not a chance to sell your book. This is not a chance to get yourself engaged in a speaking environment. This is really about bringing the best thought leadership from all over. We have worked with the athletic director of Virginia Tech. We have worked with bestselling authors. We have worked with professors from a number of top-notch schools across the country. We have worked with nonprofit facilitators. We have worked with people that do some speaking across the space. We have tried to engage and bring together for our listeners, for our audience, for our readers as many different engaging and unique perspectives that can help them move it forward. And the reality is we wanted a place that would challenge you. It’s one of those things that oftentimes it is very easy for us to become stagnant or to reach a plateau. If we are engaged with new people all the time, it helps. The cornerstone of each issue, there are a couple things we wanted to lay out. One is we wanted to have that big name at that cover that you can look at. John Maxwell was quite a name to be able to start with. You see others that have gone on to head the cover of the magazine. They have done an amazing job. We have wanted to make sure that each magazine touched on board relations. Each magazine touched on that sense of funds attraction. Each magazine talked about a couple things. The second cornerstone of the magazine to me was the Nonprofits that Work Section. It’s great to be able to think about these huge nonprofits that have great budgets and are extremely well-known. But how do we seed this idea, this theme exemplified in the life of a nonprofit that is probably going to be one you have never heard of before? We have been able to show these organizations all across the country who are doing exciting things around that theme. It’s been one of those pieces where I have learned so many new amazing nonprofits to be able to point to them later on. In fact, there was one that we worked with not that long ago, The Mission Continues. Hugh, I don’t know if you remember them from the work that we did with them, but it’s exciting right now because Aaron Scheinberg, who we worked with from there, he is running for Congress in West Virginia. He was somebody that we worked with not that long ago on that article. The Mission Continues was a veteran organization to work to continue to engage vets as they come back stateside to continue in that mission, working in the nonprofit community that surrounded them to engage in different missions. You get to see those kinds of things. It’s a beautiful thing to be able to engage and think about how all of the good ideas in nonprofit spaces don’t come from just nonprofits. They come from all over. Hugh: Good principles are good principles. Part of your inspiration was to have a different theme for each edition. One of the real fun editions I remember was one with Frances Hesselbein on the cover, who is in her late nineties and is expert on millennials. We did this whole issue on millennials. You had an interest in it, as did I. I’m a boomer, you’re a millennial. My article was about how we have similarities in core values and principles. You had this really good interview with Frances. Those are the top downloaded interviews on the Nonprofit Exchange podcast. Todd: Hugh, it’s a beautiful thing. Frances has now just turned 100 or 101. She is still kicking. I have seen a couple pieces from her recently. I was telling my daughter this last evening. My daughter is a Girl Scout. Frances was for about a decade and a half the CEO of the Girl Scouts of the USA. I was telling her, You have to understand the legacy of those that have gone. My daughter is a third grader. I was explaining to her that what Frances has done, and I use Frances a lot when I am speaking to students, to be able to understand what it looks like that she is engaging, to never stop learning, to always open doors for others in the sense of when you find trustworthy people who are passionate, give them an opportunity. Open the door for them. They may be young or different from you. Whatever it is, understand that everybody needs a door opened for them. Hugh: Absolutely. You have crafted our submissions page. When you go to Nonprofitperofrmance.org, it will forward the URL to SynerVision’s magazine page. Then there is a submissions page so people who want to contribute can go there and submit articles. There is very clear guidelines for submissions. The boardroom issue is being designed now, and it will be printed and distributed before the end of this year. Since people are listening to podcasts maybe at any time, it’s important that the material on this podcast and in the magazine is timeless. Solid principle. I am going to let Russ insert some questions. Russ, you have been a contributor for the magazine. As you look at the guidelines Todd has crafted, and specifically the identification of the theme- Russ is a very gifted writer. Russ is one of our WayFinders. I don’t know if you know that. He has gone through the certification. He is the first certified WayFinder, but we have some more in the chute. He is the guy forging the trail out there. Russ, how do the guidelines for writing and the description of the theme help you as a writer shape your contribution for that article? Russell: It’s important to have a clear message that is direct, to the point, that has a lot of punch, and that forces you to really put your best thoughts on paper without any extraneous information. Also, it forces you to up your game because when you are looking at some of the people like Dr. Jeff Magee for example that are sending material into this magazine, you don’t want to send a piece in there that is less than your best. People turn to this because they want to know what sort of things they can do to really enhance their performance. What are some of the best practices out there? What are some things that you can take away from this article and actually make it actionable? When I send a piece in, I ask myself what I want people to know, feel, and do. There should be one piece of actionable. If there is more than one, that’s better. Sometimes people can get confused. I am trying to either put a sequence of actions or sequence of things to look for or some sort of actionable piece that somebody can take and implement today. It’s important to be able to access, understand, and use that information. I was just surfing the Web today, and I came across a list from an organization called Giving Confidence, which points you toward nonprofit resources. It’s five podcasts nonprofit people should listen to. I opened that in anticipation of seeing The Nonprofit Exchange. We’re not there yet. We’re going to make that list. They talk about why people should listen to that. We’ll just keep doing what we’re doing. At some point, we’re going to end up on that list. I think that’s a worthy goal for us to shoot for. Hugh: I’m glad to know about that. Russell, you weren’t on the journey as we have gone forward. We are on our third year of the magazine, and it is hard to believe that we haven’t talked about it on the podcast. We have three years of podcasts. Lots of episodes out there. From an outside perspective catching up, what kind of questions do you want to pose to Todd about the history of the vision or the future? Russell: One of the things I am interested in seeing, because you are in that university space, I was curious as to how many younger people like yourself are moving in to the space because they want to do work that matters and how many are looking at programs that focus on nonprofits and philanthropy. Are you seeing an uptick in that? Todd: That is a great question. If you go back to the work that we did on millennials, that’s a huge issue. I don’t have the stats in front of me, but the vast majority of millennials say they want to be part of a company and work that makes an impact, and they will do business with a brand that makes an impact. We see a greater sense of social responsibility in this generation than any other generation in quite some time. There is still that struggle of a gap between what I want and what I’m willing to do. So we know that that’s not always something where that gap is closed. But we know that there is a desire. We do see it among our students. We happen to be at a university that is a private Christian institution. We have that faith basis in our students where they do want to go make impact. Across the community here in the Mobile area and across the state and the country, we are hearing more and more about programs like social entrepreneurship coming up. We are seeing people including the Beet Corp and other groups where they are saying they think there is a blurring of the line coming before us between the typical business and the typical nonprofit or charity. They do want to engage. They want to do something. The key right now that we are dealing with is how we make sure we are building the right capacity. I think that’s to your point. Historically, one of the things we have consistently seen is that the people who come in to the nonprofit space are people who are passionate about a cause. Passion is extremely important. Books upon books upon books have been written of the last decade or so just on passion and why you should pursue your passion. One of the things we are very mindful of—this has been part of the lynchpin for us for the beginning—passion without guidelines, passion without the right framework or strategy or understanding, can be very dangerous. We are asking questions here about how we cross the line between our school of business and our school of ministry, between our school of business and education, between our school of business and music. We are asking those questions. It’s already happening a lot in a lot of places, but you are going to see an increase in those. Folks like Businesses Mission is a concept that has really come up over the last handful of years. You have schools that are developing these centers. They are getting out there and serving.…

    Full show notes at the publisher

    Website Branding with Joshua Adams Nov 13, 2017
    Show notes

    Transcript of Interview with Joshua Adams Joshua Adams, the Head Honcho of Rock Paper Simple, lives and breathes entrepreneurship, branding, and marketing. Joshua started programming at 11 years old and began his freelance web career at 14. As a result of working with over 700 clients, he has become an expert in the fields of web development, digital marketing, and branding. Joshua founded Rock Paper Simple in 2011 with the vision of empowering businesses who are awesome at what they do by developing their brand and digital presence. He is never satisfied with the status quo and is always working hard to find the simplest, but most effective ways to create results for his clients and ventures. You will frequently hear him say “Ever Forward!”, as he believes the best option is always, always to move forward. He lives to empower talented people and dedicates his work in every endeavor to the glory of God. Amongst other accomplishments, he was named a finalist of LEAD Brevard’s “4 under 40” award in 2016 and again in 2017 Rock Paper Simple http://rockpapersimple.com/hugh Hugh: Hey, it’s Hugh Ballou. I have a guest who is a fairly new friend, but a couple years. We have connected, and over the couple years, we have had significant conversations. This is Joshua Adams. I’ve seen him and his team do amazing work. I wanted to share some information today with all our listeners about branding. We want to do a website. We’ve given no thought to what it looks like, what representation it is for who we are and what we stand for. Joshua, hello. Joshua: Hello, how are you? Hugh: I’m awesome. Tell people a little bit about you. What’s your background that has brought you to this really good place of branding, marketing, and web design? Joshua: Absolutely. I actually got in the industry more on the web programming side of things. When I was 11 years old, my dad handed me a programming book and said, “Here, learn this.” I remember picking up the book and going, This is bigger than the Bible. At that time, the Bible was the biggest book on the planet in my mind, so this was a big deal. I dug into it, loved it, and dove into programming. My friends were playing games, and I was at home programming, clockin’ away, making games and applications. As I got older, I got into web and focused on that. When I was 14, I started freelancing. When I was 18, I started my own web design company in my parents’ garage. I had three desks all lined up and said, “I’m doing it.” It took off. I loved business. I loved entrepreneurism. It was natural. A couple years into doing that, I merged with a marketing agency. This is where my mindset shifted because I went from a programming mind, that engineering, tell me what to build and I’ll build it—as you call them, propeller-heads—to thinking more along the lines of, How can I build it? How can I make this cool? I realized that these marketing clients don’t care how cool this is. They want it to make the money. They want it to have results, to have a purpose. I learned what marketing was, what branding was, and that influenced me. A month into this new partnership, my partner decided to disappear for an extended period of time. I went, Great. Here I am, a programmer, running a marketing agency. During the day, I’d be on phone calls; they’d want printing, design, or logos. I’d go, “Absolutely, great,” and I’d hang up and go, Crap. Google is my friend. I searched online courses and had to learn this on the fly. Here we were, developing for big clients in the area, and I had to figure this out. That was trial by fire. A few years into that, I had to part ways with my partner for more reasons than just going our separate ways. I brought all that marketing and branding knowledge with me and said, I want to develop a company that takes all the complexities away, all these over-the-top things that we were doing in the previous agency. I want to simplify it and build websites that are marketing-focused. At the time, my passion was still websites. I loved branding and marketing, but I wanted to focus on websites. We launched Rock Paper Simple five years ago with the premise that we would build websites on purpose, bring all this knowledge, and build marketing-focused website platforms. That was our claim to fame. People knew us for that. You want a marketing website? Go to Rock Paper Simple. You want a technical product? Maybe go somewhere else. A marketing-focused one? That was what we did. We took off with that. The funny thing was we’d sit in those planning sessions because we were big on planning. We would be talking about the brand and logo, and I’d be advising them on brand messaging and how they should position themselves. They had never thought about the unique value proposition. Our website planning session would often become a branding planning session. People started asking, “Do you do branding?” “No, we don’t.” Finally we said we ought to create a product. I’m a big believer that if you can’t do it well, you really shouldn’t do it. We said, “We’ll offer branding when we’re ready.” We set off, and about eight months later, myself and my lead designer created a brand product. It was logo and brand colors and messaging, the whole deal. We launched that and won a Gold Addy for it that year. That was about three years ago. Fast forward to now, we’ve added digital marketing services to our repertoire. It’s no longer just me and a couple guys. It’s a team of ten here in Florida. We focus on helping brands and organizations figure out who they are, their identity, build a web platform, and then get known in the world. That’s a fast forward of where I’ve come from and what I do. Hugh: You do it really well. I call people propeller-heads because they are geeks that put up pretty pages, and they don’t do any of the stuff you’re talking about. There is a whole back side of a website that drives traffic. We’re talking to social entrepreneurs that run a church, synagogue, or charity. The organization is a cause-based nonprofit. Why is marketing important to those organizations? Joshua: Sometimes marketing can be a bad word in some of those cases, just like profit. They’re making profit. We use different words for types of organizations. I myself was a youth pastor for three years. I have been involved in ministry my entire life. I get it. There is a bad connotation to it. But in many ways, we have to be careful how we say this, but the way you run any organization is like a business. There is a balance sheet. There are margins. There is overhead. You have customers, kind of. I use that loosely. Ultimately, any organization, whether it’s nonprofit or ministry, etc., you have all of those things. You have to cater to those people. In the terms of a nonprofit or a ministry, you still have to get out to your audience. You have an audience; you are trying to attract them. Whether that is because you are trying to make a profit or make an impact, it doesn’t matter. What your goal is as an organization may be different, but you still have to get to people. Regardless of what it is you are trying to do, you have to reach people with your message. Sometimes that marketing is to get donors, to drive revenue, to be able to do bigger things. Sometimes for outreach, to be able to reach people who are in need. There is plenty of need for that, to reach people who need the organization, whether that be a ministry outreach or a support group or whether that may be. How you get that message out there is important. Taking that step back to what we want to focus on today is that branding. What is that message? If you don’t have a clear, concise, consistent message, people don’t know what it is you stand for. That’s very important, even more so with these organizations. What is it that you stand for? I want to get behind something. We are very involved with that here at Rock Paper Simple. We believe in giving back to our community. I believe it’s in my fate; I believe I am supposed to give back. We are supposed to be an impact and a light to our community. That is a responsibility I have even more so because of my position, where I’m at. We do have the resources to do it. When I am asked to contribute or be involved or be an emcee for this or come and lip-sync battle over here—yes, we did do that—I am looking at who is this organization, what do they stand for, what is their message, why should we be involved, why should we give. They have to have a clear message. We have sat down with organizations before and said, Hey, we just did a branding project for a nonprofit. We went through the whole process. I can admit that sometimes it can be a challenge to sit there with a board. It’s a little bit easier when it’s one-on-one with a stakeholder. If you have a board, it can be challenging to make sure you really break down what you stand for. Hugh: This is all a lead-up, an umbrella for this interview. All of this is setting the context, which you have done quite well. The whole context of this is about design. Underneath that design is all the stuff you’re talking about and principally, for this interview, we are talking about design, how we engage the board, not that they are going to help you draw the logo. We think brand is a logo. I want to move into this umbrella of design. Also, you do work with boards. That was a really good segue. I didn’t set you up for that. That was just a predestination theory. I think people misunderstand brand. If you are going to do a really good design, all that work you talked about manifests itself in a very relevant design. Let’s talk about brand. We hear these words “brand image,” “brand promise.” People think a logo is a brand. Give me a short definition of brand. We need to have this brand so you can do the design, correct? Joshua: Absolutely. Understanding like you said, most people think I need a brand, so it’s a logo and some colors, etc. While that is part of your brand, you have to understand that your logo is a representation of your brand. Your true brand is really the character and essence of your company, the personality of it, what it stands for. That is your brand, not necessarily that pretty logo sitting there. When you have a truly great logo, a truly great image representation of your brand, it comes from a good understanding of who you are. I was talking about this yesterday at Shannon Gronich’s event. We were talking about branding and the concepts of that. What happens is people don’t know themselves. We have to stop and say, “Know thyself.” I like to use that. Who are you? What are you trying to convey? I was joking about how a lot of people do their 60-second pitch, their elevator pitch. Here is who I am and what I do. A lot of people come up and go, “Hey, I’m John Smith, and I build websites,” and they walk away. Okay. But really, what makes you different? You have to convey that. Know yourself. Know the true part. A lot of businesses don’t. Not only do a lot of businesses not, but a lot of organizations don’t. They will say, “Yeah, we help feed the hungry.” Okay, but more than that. Who are you? Why do you do that? What sets you apart? What kind of an impact are you making on the world that is different than the other ones doing it? Why are you more trustworthy? Tell me more about you. Tug at my heartstrings. These are all things that people miss. We take a step back and say, “Okay, yeah, we want to make a logo, but let’s talk about what you stand for.” We call that “brand vision” here. What is the vision of your brand? Before the mission, before the promise, all that: what is the vision? We say within ten words or fewer, what is the highest calling of the company? What is that headline in the newspaper you are so proud of? Ten years from now, a headline says, “Rock Paper Simple: Empowering people who are awesome at what they do.” Boom, there’s a vision. Something we want to accomplish. What is that brand vision? What is that battle cry? That is my favorite terminology to use for that that you can rally around as an organization. That’s brand vision. When you can define that, then you step from there and say, “Okay, what is my mission statement?” which is the how. How do I accomplish that vision? What is my brand promise? Who am I making that promise to, and what is that promise, that unique thing I am promising to every customer, stakeholder, donor, whatever it is? What is that unique promise I am making? The reason it’s important to define this is this stuff can float up in the head of the leader(s) or even the organization’s members or employees or staff or team members or clergy, whatever. When it comes out on paper and becomes real, you can live this stuff out more. Helping pull that out, I’ll sit there with boards and pull this stuff out of them. Tell me more about this. Let’s build this promise. Once we have a unified promise and everybody can get around what they’re promising, now it’s so much easier to deliver on that brand. We work on things like brand personality, how it should sound, how it should look, how it should act when you’re out there. Core values and value statements. That is the essence of your brand. With all that stuff, I give you a logo that represents it. When somebody asks me to define a brand, that is 90% of your brand. Your logo is just the representation of that. Hugh: Then you build a website to manifest that brand image, right? Joshua: Exactly. Now not only are you matching color and logo and style, but now you are matching personality and belief and message. That is what is so important. Design is so much more than just some pretty pictures and colors. It’s a message. True design has a purpose. Why are you doing what you’re doing? I am a big believer in questioning just about anything. Why are we doing this? There is always an answer. I am a little over-the-top with it, but there has to be a purpose. The first board I ever sat on, I was sitting there at 19, 20, and I go, “I am 20 years younger than everybody else. Can somebody explain why we’re here? If there is no point here, I don’t want to be here.” Hugh: That’s a key point, my friend. Too many people on the boards, it’s a nodding board. They come home, they nod, and they go home and do nodding. Joshua: Then I nodded at you. Hugh: Everything we do, we should ask why we’re doing it. Joshua: Yes. Hugh: We’re not going to delve into it in this particular interview, but we have talked about a web experience versus a website. What I’m gaining here is you are getting a whole experience. There is an engagement. At the beginning of that, people have to understand why you’re there, what your purpose is. Too many charities complain they don’t get donations. Well, there is a reason behind that. This is that structure that is so important. Let me focus. We are looking at the design element. Let’s take all those components. We are talking to the executive director of the clergy. They have an idea for this. They want to engage their board and get them on board with this. When you work with a board and define a course, the more people you have, the harder it is to make finite decisions. There is a general education level before people can make decisions. Can you give us two or three points for a nonprofit executive for clergy, how will they approach the board and get them focused on the work that needs to happen so they are supporters and understand why this work needs to happen and their role in giving input to it? How do you work with a board? Joshua: I have worked with individuals and boards. I have done 13 people. I have 13 stakeholders in a room. I got to get them all to agree. That can be challenging. What you have to rally around is core goals, a core vision. What are you trying to accomplish today? Typically, that is unity, a strong message, focusing our scattered message, nobody knows who we are. That is normally the pain we are running into. We say, “All right, let’s rally aroun…

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    Why Understanding Marketing is Crucial for Nonprofits Nov 08, 2017
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    Nonprofit Marketing with Geo Ropert Interview Transcript Hugh Ballou: This is Hugh Ballou and Russell Dennis co-hosting this episode of The Nonprofit Exchange. Hello, Russ. Russell Dennis: Good happy Halloween. Good to see you both. Hugh: As we are recording this, it is Halloween in 2017. You might be listening to this in another century. We are creating episodes for posterity. Russ, we have been on this journey for quite a while. Thank you for hanging in there and being my co-host. Russell: It’s a pleasure. I meet so many interesting people, like Geo, who is here to talk to us today about marketing. And a lot of nonprofits don’t think they have to do that, but you have to get your message out. Hugh: You spoiled the surprise. We were going to surprise them. Geo Ropert: I might as well hang up now. Hugh: Geo Ropert, welcome to The Nonprofit Exchange. Geo: Thank you. It’s a pleasure to be here. I am certainly honored that you asked me to join you, and I am really looking forward to this today. Hugh: I looked at your resume, and you have been holding out on me. You haven’t told me all that good stuff. We generally start out asking people to talk about themselves. In a little snapshot, the things that are related to PR and marketing. Then after you talk about yourself, what’s your background in this really complicated, for those of us who don’t know it, what’s your background and what’s gotten you here? After you do that, distinguish between PR and marketing. I know people confuse marketing and sales, but they also confuse PR and marketing. They don’t know where sales fits. If you can sort that out. But first, give us a snapshot about Geo. Geo: I have 20+ years in the public relations and integrated marketing community. We’ll talk about that as you had asked. I am accredited in public relations, which means I hold a national certification that less than 10% of PR professionals throughout the country have. I have won awards for my work, and I have been- It really is my passion. I love to communicate. I love to help businesses and organizations share their message across platforms, everything from traditional to new digital and social. I work especially with businesses and nonprofits to really help them be able to tell their story and for them to be the ones that people pay attention to when they speak, when they produce content, when they get out there to their audiences. I have worked in the nonprofit field. I have probably a little more than 10 years working exclusively for nonprofits, both 501(c)3 and 501(c)6 organizations, so I’ve spent a lot of time really in the trenches with those communities and have learned a lot and have really been able to translate that knowledge to help out organizations, especially nonprofits. That is where my passion lies: helping those folks be able to engage their audiences and gain the support and the resources they need so that they can do the good work that they do. If you want to talk about public relations and marketing, while they are similar, they are very different in the sense that public relations really has to deal with the side of a business that is the brand. It’s the storytelling, it’s the reputation-building, it’s the work that is done to create buzz, if you will, to create information and knowledge. It’s meant to educate and inform audiences so that they can understand what a business is, what they stand for, their mission, their vision, their values, their culture—all those things are public relations. Marketing, on the other side, is a staff function that is really about the promotion of products and services that the company has. If you are talking about selling widgets or if you are talking about having your organization that helps feed hungry children or protects kids from danger, these are the things that marketing does. It’s getting out the word on those products and services. They work together intimately, but in most cases, people see that as different. I’ve been working in the realm where my belief is the industry has been changing to more or less meld those two together because it really is about communication, and the way we communicate today really blurs the lines sometimes. It is effective in both of its aspects. Hugh: Actually, you need to have a good public image or your marketing won’t be helpful. Geo: If your reputation is shot, you could have the best products in the world, but nobody will buy them. Hugh: People also confuse sales and marketing. Sales is another animal. Do you want to give us a sound bite about what’s different about sales? Geo: Sales is the process that marketing is geared to do, to make people aware of what those products and services are, the benefits they have for them. Then sales is the close. That is where all the process of engaging interesting, getting clients to pay attention and come to your website or make that phone call to your business, everything then is left to the folks in sales to close that deal. Hugh: We are going to focus on the marketing piece. We have had other experts on this series over the years. Cheryl Snapp Conner owns a large PR agency in Salt Lake City; she was here several months ago and is very eloquent about her field of PR, doing press releases and getting that image out there. The niche that is marketing, that’s moving people toward understanding why they need goods and services—charities aren’t in business for selling things. I’m using the word “charity” instead of “nonprofit” for this conversation. Why would a charity need even think about marketing? Geo: Because there are—let’s see how many there are—over a million public charities in the United States alone. Those are a lot of voices out there, each vying for the attention. Hugh: Four million. 501 somethings. Churches and government. There are a lot of variances. Geo: I’m sorry. I had a million public charities. You’re right about the four million. Everyone is clamoring for the attention, the pocketbooks of folks who can support their causes. As much as each of them are involved in very important and very worthwhile endeavors, there is a limited pie out there of funds and resources that are available. The ones who can tell their story the best, who can communicate what their audience is most effectively, are the ones who are going to succeed and be able to advance their causes where the others are basically struggling. I think we see more of the majority struggling than those we do being successful. Hugh: Absolutely. There is a fallacy out there, and it is exposed in Dan Pallotta’s TED Talk, The way we think about charity is dead wrong, and he has a book to follow that up. The TED Talk says the fallacy is that nonprofits, he says charities, cannot spend money on marketing. That is taboo. I believe- Russell, we don’t agree with that, do we? Russell: I disagree completely because a lot of people in nonprofits, especially if you are talking about a social worker or teacher, have difficulty talking about the value that their organization provides. It’s a value proposition. A lot of people look at it as bragging when in fact it’s just telling people that you are doing good work. Marketing is important. A thought just crossed my mind. I came up with a question because I know that reputation management and getting the word out there about what you’re doing are separate but melded together. I was wondering what Geo thought is the right balance between PR and marketing. Geo: I think if you are looking for a balance, you really want to integrate them both effectively. I don’t think you put one on top of the other in the sense that of course you have to have your brand identity established and visible and strong. People need to recognize it and know what you do, who you are, what you stand for, and what you do to benefit the community. That really is the telling of the story if you want to in PR. In marketing, it’s telling people exactly what you do, why it’s important that they support your cause. You say, “Well, we don’t have products or services.” Most do. They have some type of service. They provide some type, whether that be support or education or advocacy. All of those things really fall into the marketing side of it. What a lot of nonprofits- You’re right. They talk about marketing and PR and spending money on it as a taboo thing, that it’s not something they should do. I agree. It is completely the wrong idea to have because unless you are spending money on your voice and getting your message across to people, you are going to be one of the majority that are having a huge amount of trouble keeping your funding sources alive, keeping your organization alive. That is one of the problems I see. What I also see is that many nonprofits- I can’t tell you how many times a month I get approached by organizations that want to get support, but they are not able or willing to pay for it. They expect to have it for free, pro bono services. While I do believe in helping my community and I support an organization that I work with every year, sometimes intensely, unfortunately I have bills to pay. I have to be able to afford to keep the business running. Getting them to understand the value of PR and marketing, and marketing especially, is sometimes the hardest thing to do. Once they can really grasp that, and it comes from the leadership down, the executives, the board of directors, once they can understand that you put money into marketing is going to have a return on that investment and is going to grow the donor base, it’s going to grow the support base, and they can see that, then it starts to make sense to them, and they are more willing to invest in actual professional services and, if not, investing in the tools and software that are able to accomplish that. Hugh: Geo, what’s an appropriate amount as far as a percentage? Is there any kind of benchmark? You mention something that triggered this. We use the word “nonprofit,” and we go into this scarcity thinking that we can’t pay for anything. We can’t pay good salaries, we can’t pay for services, we can’t allot money to marketing, we can’t spend money talking about the goods and services, the good that we do, the impact. That is what is going to drive sales. Sales is donations. Sales is for churches, synagogues, it’s evangelism. It’s growing your numbers in the 501(c)6s, the membership organizations. Why is it important? What is the impact of our work? We are telling a story. Go back to this. You started exploring about stories a while ago. Where does that fit? There is two questions in here. How do you figure out what’s an appropriate amount to designate in your budget to marketing? What kind of information do you- You can’t tell people everything, so you have a limited budget. If you grow the revenue, then you can grow that marketing budget in tandem with that. How do you decide what to market? How much to spend, and what is the story you are going to tell? Geo: According to the numbers I’ve seen out there, there was almost $400 billion given to charities last year alone. Of that, we would expect, as a business does, to spend a minimum of 10% at least on the marketing efforts. You could figure that is about $39 billion that would go out to help communicate that story, that message. That can fluctuate anywhere from on the low end to 5% on the high end to- Some of them are spending up to 15% if you look at charitable organizations and the nonprofit organizations, the 501(c)6s. What they do, the good ones, is they tell a consistent story that resonates. They have a mission. They focus on the mission in their campaigns, in their public relations and in their marketing campaigns, with a singular, strong message. You could have an organization. Maybe you do three or four different things, but your main mission needs to be conveyed and clear. What happens is oftentimes people say, Well, we do this, we do that, we help these folks, we help those folks. It confuses the message. There are millions of messages going out every day that we are being bombarded with. If a message from an organization comes across in three or four different ways, how are we going to be able to focus on that? It takes a minimum of seven times for somebody to see your name to recognize it, to see your message and recognize it. Unless they see that message seven times, maybe in a slightly altered way but still the same consistent message, the chances of traction are slim to none. Hugh: I have to think about that. What do you think, Russ? Russell: In terms of income, if people are spending money, they are going to want to know what I am getting back for this. How important is it to show a return on generating income? Is there a typical amount for nonprofits in terms of looking at return on investment with those dollars that they invest? Geo: I think what you do is you look at the 5-15% of your annual revenue as a baseline maybe to say, Okay, this is where we are going to start. What happens in nonprofits is they base their marketing revenue on those numbers, and if the numbers go down, so do their marketing efforts. Where I believe that you need to be consistent and strong and you have to have a budget set aside. It’s not overhead to me. It really isn’t considered an overhead expense like executive salaries and rent and those kinds of things. It is an expense that helps to generate revenue. If revenues start to decline and you cut way back on your marketing dollars, you might as well just expect those numbers continue to decline. Whereas I think good marketers and executives who understand their value of effective marketing are more apt to say, Okay, let’s put in a substantial and usable amount of revenue into our marketing efforts. If we continue to do that and our mission continues to be strong and delivered across the right platforms, we are going to grow our revenue, we are going to grow our support, we are going to get the things we need to get. Hugh: I saw some evidence—Russ, that’s a good question—during the last so-called recession that businesses cut way back on their marketing budgets, but the few that didn’t kept market share and actually increased market share during that recession. Russ, I’m sorry, I interrupted you there. Russell: Just in your reply there, you hit on what I call the magic dirty buzz word, and that is overhead. People are in the frame of mind that anything that you spend beyond the actual delivery of those services is overhead and that you got to put the squeeze on that. You can’t have a huge overhead. Marketing and PR is important. When a corporation goes out and spends money on that, they applaud them. They go out and hire superstar marketing people and superstar executives to run the organization. They pay them good salaries, but they draw in huge amounts of money. Nobody ever questions that because they can see that value. When a nonprofit or social profit tries to do that, it becomes taboo. It leads to what they call overhead. I don’t think they are doing this, that marketing and PR among other things and fundraising are bad ways to spend that money. You have to have a good structure to have a good solid program. When it comes to marketing and PR with nonprofits, what are the biggest challenges that you see nonprofits having when it comes to actually taking it up, doing it, and doing it well? Geo: The thing I see is the lack of knowledge, the lack of experience, to do that job. Oftentimes, a lot of nonprofits will say, You are the reception today, and this afternoon, you are going to be our chief marketing officer. Very little knowledge of what it entails. This is a profession. This is something that people go to school for to get educated. Some of us have spent many hours a week, let alone throughout the year, honing our skills, growing our education to do that. That is one of the things. Another standing is the available vehicles to us for marketing. There are so many, but they hav…

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    Strategy for Charities: Dreams, Teams, and Funding Themes Oct 29, 2017
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    Dreams, Teams, and Funding Themes Danna Olivo Shares Her Secrets of Success Danna Olivo is a Business Growth Sequencing Strategist and CEO of MarketAtomy, LLC. Her passion is working with small first stage entrepreneurs to ensure that they start out on the right foot and stay on the path to financial freedom. Known as the Business Birthing Specialist, Danna understands the intricacies involved in starting and running a successful business. Her efforts extend beyond the initial strategic planning process on into the implementation and monitoring phase. As an intricate component ingrained into her client’s business structure, she works diligently to keep her client’s accountable and on track to fulfilling their success goals. A graduate of the University of Central Florida’s College of Business, Danna holds degrees in both Marketing and Management Information Systems (MIS). She brings more than 35 years of strategic planning experience in business, marketing and business development both nationally and internationally. Danna is not only a professional business growth strategist but has worked as an International Strategist within the country of Brazil, is a public speaker and #1 Best Selling Author on Amazon with “Success From The Heart” and “Journey To The Stage.” Her newest book “MarketAtomy: What To Expect When Expecting A Business” is now available through Amazon on Kindle. You can find out more about Danna Olivo at http://www.marketatomy.com Here's the Transcript Hugh Ballou: Greetings to the Nonprofit Exchange. We do this live every Tuesday at 2:00 EST. Today, Russ is with me as always. Russ, how are you today? Russell: Greetings. Happy Tuesday, everyone. Hugh: Russ is in Denver, and I’m in Virginia. I’m getting ready to move into a new home. Moving is one of my most favorite things. It’s right below setting myself on fire or teaching middle school. It’s in close competition, but I am moving this week. My life is full of excitement. Russ and I see each other at least once a week and talk in between. Thank you for being a faithful co-host in this series of interviews with thought leaders. We certainly have one that you and I both know. We are talking about some of the themes that we have talked about in the past, but we are on the verge of launching the third pillar of SynerVision Leadership Foundation. We have a pillar that supports clergy and all the religious organizations, like churches and synagogues, and the para-church organizations. And we have a leg that is all these social benefit community charities; we call them nonprofits, but it is the other tax-exempt type of organizations. Now the third leg is for early-stage entrepreneurs. There is a lot of struggle with early-stage nonprofits and businesses around the topic of getting your grounding and getting your funding. Today’s guest is a dear friend of ours, Danna Olivo. Danna, welcome. Danna Olivo: Hi, Hugh. Hi, Russell. Hugh: Danna, you and I have known each other for a number of years. We participate in some activities together. You have actually spent a day at one of my live events. You were not at the one where Russ was a co-presenter, but you were at one where Shannon Gronich was a co-presenter. You’re familiar with the methodology of SynerVision Leadership Foundation. I’m familiar in concept with the brilliant work you do. You came to me a couple weeks ago and said, “Hugh,” and you came with another friend of ours who is a funding expert, “let’s build a system, a program for those people early-stage who are struggling.” We are talking about the future now. This is what’s going to happen under the umbrella of SynerVision Leadership Foundation. Danna, welcome to the Nonprofit Exchange. Danna: Thank you, Hugh. I am real excited about this new program that we’re talking about launching. You know as well as I do that there is a gap out in the marketplace that is just not being met. And we really need to touch on that and help them. We make it so easy for entrepreneurs to start a business here in the U.S, but we don’t make it easy for them to grow a business in the United States. Hugh: They can start a business, but they lack the- We can teach them how to drive a car, but they need to put gas in it so it runs. That is the world of funding. Before we dig in, we are going to keep people in suspense for a minute. Before we dig into the topics for today, give our listeners some background about you. What’s your superwoman power? What’s brought you here? You could probably talk the whole podcast about your experiences. But capsule what’s brought you here and your primary passion for what we’re doing together. Danna: My company’s name is MarketAtomy; it’s marketing anatomy. I have had so many clients that were coming to me that were new entrepreneurs, and they had a good product or service they had started their business on. But what happened was they got into business and there were no customers coming through the door. They couldn’t figure out how to bring those customers through the door. In an effort to teach them the infrastructure that needed to be in place around that product or service is where MarketAtomy was born. The way I do that is by explaining to them graphically through the human body that the heart of your business is your why. Why are your customers going to come to you? Why are your patrons going to visit you over the competition? The brain is your how. That is your structure. That is your systems, the methodologies, everything that runs the business. But in the human body, can the heart operate without the brain? And vice versa? No. You need both the heart and the brain in order to grow your business and bring those customers through the door by pushing your message out through the veins of the body to your market, which is the human body. It’s a real simple concept. My vision for MarketAtomy is to teach this to every single entrepreneur out there wanting to start their business. Ultimately, make a dent in the number of failed businesses out there in the world. Hugh: I want to highlight what you’re saying and move it into the nonprofit sector. We teach nonprofits (we’re using the word because people understand it), we teach tax-exempt charities how to install business principles in their organization because it’s truly a tax-exempt business. We have more rules from the IRS for how we manage money. Basically, we have to create profit to fund the work that we’re doing. We need to attract those customers or stakeholders or donors or volunteers. There is not a whole lot of difference in how we attract those. How about you? Danna: No. there isn’t. For the most part, you hear about nonprofits always trying to raise funds, and they are going to the for-profit corporations to help them through donations and things like that. What about the for-profit side? Is there a way, or there is a way, where they can rely on nonprofits that are going to help them build credibility in their company? Reach out and expand their market. There is a synergy there between the nonprofits and the for-profits by partnering, and that’s what we call cause marketing. Hugh: Yeah, absolutely. I am going to use the words “business” and “charity” because it’s simpler for my brain not to have so many “p” words in there. Danna: Business and charity works good with me. Hugh: I want to cut through the chatter and get down to the brass tack. You’ve done a brilliant thing like we’ve done a brilliant thing. We have put synergy and vision together and got SynerVision, which is the synergy of the common vision. You put market anatomy together, and that comes up with a new concept. Plus you can go get a URL nobody has. Danna: That’s true. Got it. Done it. Hugh: I want to set the context for what we’re going to talk about later. I want to delve into some of your expertise. People tell us they learn important things they can utilize day to day in their charities. Our primary listening audience are those people who are executive directors or clergy, and they are trying to make their way through all this stuff they don’t understand. We want them to understand some business principles. People tell us if there is some very useful information. We have tens of thousands of people who view these videos and listen to the podcast. Knowing you, you will give us some nuggets for the interview. We are launching a program underneath SynerVision Leadership Foundation for early-stage entrepreneurs, whether they are running a business or a charity, to get that strategy and to have access to early-stage funding, which is a trap for a lot of people. They get stuck right there. We will talk about that later on in the interview. As we start this, I have SynerVision International, which is a business. I work with business leaders. I have SynerVision Leadership Foundation, which is a 501(c)3 charity. There has to be a clear line as far as how the cash flows from one to the other; there are strict rules. There is tax rules for everybody, but there is more strict rules with a charity. Russ knows about this. He has had years with the IRS. We attempt to stay out of prison and not get in trouble and pay penalties because we try to uphold those rules. They are there for a really good reason. We can attract funding that is philanthropic funding, but there are eight streams of revenue there. There are a lot of ways we can attract funding. You work with people in a business and a charity. Sometimes you have people that have both like me. You started talking a little bit about the two of those working together. What else would you like to share about how somebody could have an entity, two totally separate entities, two checking accounts, two different leaderships—you have to have a board with a charity. Just because you founded it doesn’t mean you get to say anything. You have to have real clear principles because the board is in charge of governance and the funding piece, the disbursement, the financial accountability. If people have both, you advocate to people to have both. If so, how do you manage that? Danna: First of all, yes, whether you are a business or a charity, I think you should have a board of directors. On the business side, it could be an advisory board, depending on where you’re going. Yes, you need somebody that is holding you accountable to what your culture is, what your vision is, what your mission is. It’s the same thing on the charity side. If you have a nonprofit and a business, I would say it would be beneficial to have two different boards because there is two different mindsets going there. Hugh: Let’s let the expert weigh in. Russ, we’re getting in your territory here. Do you want to weigh in here? Russell: Good to see everyone. Having separate accountability structures is pretty critical because in essence you have different things that you’re doing. One of the terms by the way that I have seen is lack of social profit entities. That might be better terminology to talk about what you’re doing. Structurally, you need to keep things separate because if you get into a situation where your profit-making business has unrelated activity going on and the nonprofit is conceived as bringing in revenue from activity that is not related to its primary cause, you could create a taxable income situation. You don’t want to do that. You definitely don’t want to- The whole purpose of having a nonprofit is not paying tax. That is a big part of it. Danna: I think the other thing to keep in mind- The most critical thing to think about is whether you have both a nonprofit and a for-profit arm, there are two separate businesses. You have to operate them as two separate businesses. They have their own licenses. Everything is operated separately. For that reason, I would say, you do need two boards. Hugh: We talk about an arm and an arm, but really they are two distinctly different entities. What Russ was referring to is IRS has this thing called unrelated business income. If you are bringing in lots of money and it’s not related to your mission, then that is really taxable income, no matter if it’s a business or a charity. You could argue that I would rather pay tax on more money, but you want to keep your accounting really clean and keep really good records. There is some synergies between the two. There is lots of examples in the marketplace where people do business work here, but then they give away or have a greatly reduced price for those charities. For instance, Russ and I work with organizations through SynerVision Leadership Foundation either for free through opportunities or at a drastically reduced cost because that is the philanthropic calling for SynerVision. We offer people who can’t afford it goods and services, and that is why we are tax-exempt. On the business side, I work with business leaders who jolly well have the income and should be paying for it. They get value for that. Let’s talk about some of your background. What would you say are your areas of expertise? You have used the word “strategist” and “business plan.” We use business plans. Danna: I call it the life of hard knocks. Believe me. I’ve got my degrees, I’ve got this, I’ve got that, but I’m sorry. It’s life. It’s life experience that has taught me a great deal of what I know. It comes out in the way that I talk and the way that I teach. I don’t teach at a level of a professor or anything like that. I am right there at the level of the entrepreneur, and I think that’s what benefits me. I’ve had two failed businesses. I’ll be up front. This is my third business, and it’s a success. I’m glad. But we are still growing it. Through those two failed businesses, I learned very early on what I was missing, which is what I’m bringing to the table now. I did not have that business experience. Even though I was a marketer, I did not have that strategic experience on how to develop a strategy to take a product to market, to take a business to market. I did not have those. I just jumped right in, which is what a lot of business owners do. They have a good product or service. They jump into business, and before they know it, they have robbed themselves of their 401k, they have mortgaged their homes to the hilt, they have exhausted their savings, and now they are continuously putting money into a sinking ship, so to say, only because they don’t have that knowledge base. They don’t have the skills. Short of going back to school, which is what I did for four years and got my degrees, short of going back to school, they really have no other options. They have linda.com. They have other e-learning academies out there, but if you don’t know where to start, if you don’t know what questions to be asking, they’re not going to help you. I am introducing the MarketAtomy e-learning environment at the end of this year, and it will have the actual structure just like going back to school. If you want to learn about doing a market analysis, you have to know who your customer is, who your competitors are in order to do it. They will have to go and make sure they understand that. That is what we are trying to do. Hugh: That is what we are going to do. Danna: Yes, exactly. Oh yes. We are, Hugh. Okay. I am so glad I have you in my corner now. Hugh: You got me cornered, didn’t you say. You could say that same thing about people starting charities. I have met people that have exhausted all their money. I have one yesterday that put a lot of money into the charity because they believe in it. I put money into my charity. Danna: I’ve done it. Hugh: It’s going the wrong way, and I’m not taking money out. I don’t take a salary form SynerVision. It’s a concept that I’ve rallied a lot of people around. We are moving into phase two of development, which is 2018 is going to be a substantial year for the work we are doing. What you don’t yet know is that the gentleman on the other end of this call, the other host, has some good programs that will be…

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    Nonprofits That Work: The Camera Heritage Museum, in Staunton, VA Oct 28, 2017
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    The Camera Heritage Museum http://www.cameraheritagemuseum.com

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    Review of Highlights from Recent Podcasts Oct 15, 2017
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    Highlighting the best ideas from the best sessions is our intention. Hugh Ballou and Russell Dennis point to interviews for more listening and more personal growth. Here's the Transcript NPE Hugh & Russell Hugh Ballou: Greetings, it’s an episode of the Nonprofit Exchange that is the Hugh and Russell show. Russell David Dennis and Hugh McPherson Ballou, we are going to chat today about some of the great things that we’ve heard in the past podcasts. We create a lot of content, and it’s time to reflect on that. Russell, how are you doing today? Russell Dennis: It is a beautiful day here in Denver, Colorado. It did snow a little bit yesterday. Now it’s gone back to Denver-type weather, at least for the front range here. There is a beautiful cap on the mountains that you can see miles and miles coming in. Life is good. Hugh: Your life is always good. You make it that way. When I lived in Colorado, they had a saying: If you don’t like the weather, just wait five minutes. Russell: It does change frequently. We are expecting some pretty mild weather for this time of year. But the skiers are happy. We got a natural cap. The snow machines are going. Let the skiing begin. It will continue through May. Hugh: Through May. Wow. So we are live on Facebook. We record our podcasts as a live video feed, so anybody who is listening to the Nonprofit Exchange podcast, feel free to join us on Facebook live on Tuesdays at 2:00 Eastern Time. You go to thenonprofitexchange.org, and it will lead you there. We post to the past sessions and create new sessions every Tuesday. Russell, I find that when we are doing it live that we have unexpected participants that join us on Facebook. I also find that there is an energy with creating that live event. What is your experience with this? Russell: I have had people come in and share their experience because it enhances the program. It always helps to have people ask questions that are burning in their minds. One of the things to consider because as nonprofit leaders, you’re running an enterprise. It’s a business like a lot of others. The big difference is the tax status. There are problems with people and business and just operating that can be solved and leadership issues. These are things that people want to talk about. I like to bring people things that they want to hear about. I love when people ask questions because it gives us points for discussion. We find out what sort of things are important to you out there, and that is what matters to us. Hugh: I was with both Burt Oliva and David Dunworth two weeks ago tomorrow down in Florida, and we managed to dodge the weather and do some meaningful things in between the storms. As I spend time with both of those gentlemen who are both watching right now, I really appreciate the level of skill they have and the level of expertise. David Dunworth has been on this podcast. I’ve talked to Burt, and he and his team are going to be part of this interview process next month. Their calendar is pretty full. I look forward to having them. The fact that you are connected to them is also great. We have been doing this Nonprofit Exchange. Our magazine editor, Todd Greer, Dr. Greer is an organizational psychologist. He has got a degree in organizational leadership… *audio interruption, clearly a network issue* Russell: Can you hear me, Hugh? Can you hear me okay? Hugh: Did I lose you and you’re back? Russell: I lost you for a brief- Hugh: Did you go away? Did you hear what I just said? Russell: Very little of that. We had a little bit of a freeze there momentarily. Hugh: High tech is really great when it works. When high tech works, it’s great. When it doesn’t work, it really stinks. What I was talking about the history of this podcast, and it starts as a video and then goes into the audio on Nonprofit Exchange podcast, which you can find on iTunes and Stitcher and most every platform. The Nonprofit Exchange. Russ, you have showed up faithfully as unofficial co-host, but you are trying to get out of it now. You are part of this process. How long have we been doing this together? Has it been a year? *more technical difficulties* Russell: We started fairly early in the year on a consistent basis. I popped in and out on some broadcasts in late 2016, but I’ve been consistent since probably about February. We’ve been co-piloting during the week. One of the things that has been pointed out because we’ve had people that have come in and talked about the use of technology for nonprofits and using it well. Technology is something that can enhance what we’re doing, but it’s not primarily what we’re doing. It’s important to use it well as a nonprofit leader not to be afraid of it. Technology can do a lot of things for you particularly when it comes to getting your message out. *more technical difficulties* I have been talking about technology and how we can leverage it to make it work. It’s not a magic bullet, but it’s something that can afford nonprofits the opportunity to get their organizations out in front of other people, whether it’s through Facebook or using Google. Google has put millions and millions of dollars into the nonprofit arena by offering grants to nonprofits to actually get their message out there. *more technical difficulties* You might be having a bandwidth thing going on there. Hang in there. I don’t know if you have some apps open that you might be able to close. Hugh: I was going to blame it on you. I’m hoping that audio continued and I didn’t hear anything, but it could have been my own frailty here. I did change devices so I am on a different router now. Russell: It seems to have cleared the problem up. I was talking about technology because that is so important for everything. One of the things that I was talking about getting messages out there, but it can be used to reach your audience. You can actually do a little bit more in terms of determining who the people are that are listening to you. You can get your message out in more cost-effective ways than you were ever able to do before. Like anything else, the thing that has been the overarching message that our guests have put out as far as using technology and social media and connecting with people is it’s all about relationships and building strong relationships with people you serve and those that you serve with. Technology is not a substitute for that, but it’s a way to factually extend that reach in a cost-effective manner. Hugh: Absolutely. Russ, let’s talk about some impressions from- Tell me again when you and I started doing this together. Russell: I think we started moving consistently in February because I pop in and out in 2016. But I’ve started showing up consistently. We have been here. I have been on just about every broadcast. I have had the honor and privilege of standing in a few times for you when you had other things that you had to get done. It’s been beautiful. It’s been a great thing for me. I have done other broadcasting, too. I’d like this talk show hosting. I think it suits me. Hugh: You do it very well, and you’ve had me as a guest on your show. You know we have learned, in our association with our group called CEO Space, the power of cooperation, and we have taken it to the collaborative level. There is plenty of room for everybody to play because it’s a big playing field, and we bring it to a new paradigm. Let’s look over some of the past podcasts. We have had the pleasure of interviewing some really amazing people. I don’t know about you, but I learn from every single one of them. As a matter of fact, every time we talk, I learn something from you. You have some incredible sound bites. You are very well-read. You continue working on self. I remember Jim Rohn would commonly say in his speeches, “Work on yourself harder than you work on your business.” That is my sense of Russell Dennis. You are always improving your own self. You have done many worthy things in your career. What you are doing is bringing all that value to people who need it. Thank you for being here, and thank you for sharing your wisdom. Let’s collaborate on thinking about the wisdom we’ve gathered from some of these people we have interviewed recently. What are some of the messages that jump out to you from some of those great interviews we have had? Russell: Here’s the panel discussion that we had that really sticks in my mind. Several weeks ago, we were talking about diversity. This is a discussion that I’ve been having with people all over the place. In fact, I had a discussion with one of my classmates from the Sponsorship Boot Camp around diversity. This lady is a naval officer. She was a pilot, so she experienced some interesting reactions from her fellow naval pilots. It’s pretty much a boys’ club. When we get into diversity, we can get stuck on race, but there’s not just race. There is age, gender, and socioeconomic status, which is really critical. Some of the things that I’ve read in the nonprofit press show a lack of diversity in our nonprofit boardrooms. That has an impact when you don’t have a diversity of leadership or a diversity of thinking styles. You’re leaving a lot on the table, and that’s been uppermost in my mind lately as far as some of our discussions go. Hugh: Well, that’s Dr. Thyonne Gordon you’re referring to. The more I talk to her, the more I appreciate the depth of her wisdom and character. The context behind both her and Mr. William Lewis, they are both doctors and very skilled people. I was the white guy on the call, but it wasn’t, as you have carefully placed, about race. We think it’s about race. That’s a factor. But how about boomers and millennials? How do we get along? We don’t, because we don’t understand each other. The gender, you talked about. The sexual preference, what is your lifestyle? Did you grow up in the ghetto? There is so many dynamics. When I participated years ago in working with a company in Germany that holds a competitive event called the World Choir Games, there were 400 choirs that show up from 100 countries. That is diversity. That is amazing diversity. People come together around a common thread, which is music, excellence in music. There is community that happens, not because you force it to happen, but because we all celebrate our diversity and celebrate the commonality that is music. I think we forget to think about the things we have in common. We think about what we have that is different rather than what we have in common. Russ, even within a white church that has mostly people from one generation and one economic sector, there are diverse opinions, but they are trapped in this container, not being able to get outside their point of view. Somebody from outside to ask questions: What about this? It opens up the conversation. We do get closed in without thinking about possibilities. We just think about what we have always done. What I have gained out of that particular interview, which was the brilliance of two of our guests, is there are some things we can think about. Here are some other values that we could bring. Is it about diversity, or is it about inclusion? Is it about bringing creative energy into your organization? That call was not only about race; it was about a whole plethora of other really powerful things. Am I remembering some of the same things you are? Russell: Yes, that’s true. That is what I took away. Here is where you have these things potentially show up in a bad way, if you don’t have that diversity. It’s understanding the populations that you serve. A lot of the populations look like everybody else, but some of them don’t. If you’re running a nonprofit and you’re trying to serve a population that you don’t have a solid connection with, it could reduce your effectiveness and your efficiency in doing that. There are all sorts of problems and other articles. I would love to bring those up. We discussed maybe doing another panel, and I have talked to a couple of people who would be good for that once we decide we want to do another one. Hugh: Let’s spin on that a minute. If you’re listening to this podcast and diversity, inclusion, and building creativity on your board and your culture generally, if that is a topic of interest for you, please go to the podcast and do some comments. It is on the SynerVision website, and there is a place for comments. We very much welcome comments. If you are really into growing the culture in a creative way, I don’t think you can do without some diversity. What do you think, Russ? Russell: You’ve gotta have it. That has been recognized by a lot of the new research that is out there. I read in the Chronicle of Philanthropy some of their findings. Those ads are out there. It’s really important. People are finding that this is critical. The Denver Foundation, right here where I work, they did an inclusion project and put quite a bit of money and research into it several years ago to actually tackle that problem. They have great material on their website, denverfoundation.org. They actually put some of the questions that they ask with limited information on some of the participants and some of the types of questions that they ask. They will be happy to talk with you about it if you want more information. Hugh: Thank you for bringing this up. This is a really important topic. I think there should be a series of group discussions on this topic because it is such a big topic. It is such an important topic. When we had that call and I did a debriefing for the two guests, they both said there is a lot more content and sub-themes. We introduced so many themes in that call. What I think you ought to do is challenge me, or challenge each other, to put a series of these conversations together. We might have to do it not at this time, but do it at this time and broadcast it to be able to accommodate the variety of schedules. I want Wornie Reed, the race professor at Virginia Tech, on the call, and Andy Morikawa, my original founding board member, who have really good wisdom on boards and diversity. There are some others that you and I have talked about. I think there are lots of subthemes for us to work through and develop. What do you think of us having a series of conversations about that topic? Russell: I’d love to do that. As a matter of fact, I have a preliminary agreement. I’ve got Andie Sue Phillips who will be appearing on the Nonprofit Culture Success show on November 1 at 4 pm EST. She and I are going to be talking about diversity. We are both veterans. She is very interested in coming on and doing the panel and talking. She has experienced this, and she has actually put together a very interesting program that a number of major businesses are looking at on diversity. They found her and approached her on the subject. I’m excited about that conversation that we’ll have coming up where she can talk about some of those tools. And we have a number of things. I think you could spend an hour on gender on one program. You could spend an hour on age, particularly the disconnect between boomers like ourselves and millennials. It’s really a communication thing. A good friend of mine, Brooke Chestnut, who I went through the Colorado Speakers Academy with, has put some programs together to help organizations that are looking to recruit millennials actually get that done. He put together an interesting concept that he called reverse mentoring. I think it’s about time for me to give young Mr. Chestnut a call. Hugh: He could be one of those panelists, couldn’t he? Russell: Very easily. That is a piece of his work. Another good friend in the area, Russ Manery, does a lot of work around making sure you hire the right people. He is masterful at that. He was on my show a few weeks back. You got the conversation around age. You got a conversation around gender. Her being a veteran and me being a veteran, that opens up all sorts of doors for this conversation, and I’m looki…

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    Setting Powerful Goals with Dr. Joe White Oct 11, 2017
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    Dr. Joe White is a nationally know, Author, speaker and business consultant. Joe has a true entrepreneurial spirit and it has allowed him to join the ranks of those entrepreneurs who can boast that they have never worked a 9 to 5 job throughout their adult life. His professional experience has quite varied Dr. White has sharpened his skills in several capacities. From serving as CEO and COO of million dollar companies, to speaking on stages across the country. In 2001 he started a real estate investment company buying and selling houses through out North Carolina. In 2005 he took to the stages across the country selling his Real Estate Course “How to Make 5,000 to 10,000 a month wholesaling real estate”. The course taught the successful strategies he learned and developed on buying and selling properties with little to no money down while running his company. During the 2005 lecture tour, he was asked to be the keynote speaker at the 2005 graduation of the Breakthrough Bible College in Temple Hills, Maryland. Where he was bestowed with an honorary Doctorate of Humane Letters during the graduation. Sault after for his advise and insight by business start ups, celebrates and large corporations. For over 20 years he has served the entrepreneur community. Launching events like The Triad Entrepreneur Pitch Tank the number one business event in the Triad area of NC, serving on boards such as Benaiah Holdings Group a OTC publicly traded venture capital firm and serving as the NC reparative for CEO Space International, the business conference ranked #1 in the world by Forbes and Inc. magazine as” the conference entrepreneurs can’t afford to miss. Dr. White is also the co-author of The Best selling book Concrete Jungle Success Strategies for the Real World, which also features best selling author and star of the movie The Secret Bob Proctor. Dr. Joe White is currently avalible for business consulting, real estate investing coaching and speaking engagements nationally and internationally. With topics ranging from Business Strategy, Goal Setting, Real estate Investing and Entrepreneurship. To Book Dr. Joe White or get more information email admin@drjoewhite.com or visit www.drjoewhite.com Here's the Transcript of the Interview Hugh Ballou: Welcome, everybody. The Nonprofit Exchange is about goals today. I am attending a conference and have a little bit of noise in the background. While our guest today, Joe White, is speaking, I will be muting myself so there is no noise in the background. I have known Dr. Joe White for a number of years. He is an expert in real estate. He is also an expert in leadership and goal-setting, among other things. About a year or so ago, I asked him to participate in my Nonprofit Leadership Empowerment Symposium and teach the module on goal-setting. He was so good it was better than me doing it. I invited him to come on the Nonprofit Exchange and talk about goal-setting. Joe, we have shared one of your books, the anthology, but I believe you have a book that is more about goals. Feel free to talk about that book. Joe White, welcome to the Nonprofit Exchange. Joe: Thank you, Hugh. It is good to se you again. Hugh: We have our co-host Russell Dennis who is having some technical issues, but he will be on here to ask you some really hard questions later. He is streaming it live to Facebook. Dr. White, would you tell us about yourself, especially your background working with leaders and setting goals? Joe: Hugh, one of the things I always tell people that is unique about me is I am a person who has never had a job in my adult life. In not having a job or set occupation or set system, I pretty much had to figure out goals and systems and things like that at a very early age. What made me make that decision was when I had my first kid. I was thinking to myself without an college education, What can I do to mak sure my first daughter had the type of life I felt like she deserved? I knew entrepreneurship and business would be what I needed to do. I quickly started reading. I still to this day go through about four books a week. I study everything from business to entrepreneurship to real estate to religion to spirituality. I use all of that information and put it into different systems I use to help myself and my clients. I have been doing that since the age of 16, 17. I always had some way of making income that I would create myself just basically out of my head. I did real estate for a number of years. I took every course you could probably think of, every boot camp, workshop. Quickly made a million dollars in real estate. Switched from real estate to mental health for a while. Then I started doing speaking, consulting, and things like that, working with clients around the world, helping them be better in the areas of entrepreneurship and real estate investment. Hugh: That’s more than I had previously known about you. Joe: It’s something a little different. Hugh: Absolutely. That is why I invited you on today so we could learn some more about these different areas of expertise. Let’s talk about this topic of goals. Everybody writes goals. Very few people accomplish goals. I wanted to hone in on this particular piece because I have seen you teach this before. Why have you gravitated to this as one of the topics that you teach? Joe: I think that one of the things I feel like I am known for is making things simple for entrepreneurs and businesspeople because every business has its own language. If you were to go to Spain or Mexico and you didn’t speak Spanish, you couldn’t get a lot accomplished. What I try to do is make things simple. One of the first steps I think everybody needs to learn is how to set proper goals: the foundation of which everything in your business and your life is built upon. I feel like that was the best place to start. I read Think and Grow Rich when I was 14 years old. I have been setting goals ever since. I always learn something new. I am constantly studying. It is not like I learned about goals then and I stopped. I constantly study it. What I did was simplified the major techniques of goal-setting so that the average person could understand. Hugh: I have seen you present a short lesson on this. Are you prepared to give us Joe White’s overview of setting and achieving goals? Joe: I am. Hugh: Well, I am going to be all ears. I am going to listen for a little bit. Russell has been known to take notes and come back with a really hard question, so be prepared. Joe: I’m ready for you, Russ. So Hugh, what I will tell you is the system that I use for goal-setting, I call GPS. Just like you have a GPS in your car or on your phone, the purpose of the GPS is to guide you from one point to the destination you are looking to go to. I feel like GPS was the appropriate title for what I consider to be my goal-setting system. That stands for when I do that. When I say GPS, in this particular case, GPS stands for Goals, Purpose, Steps. Sometimes I interchange “system” with “steps” because sometimes we go through the steps, and sometimes we put a system in place in order to get what we actually need to get. What is a goal? It’s something you want to achieve in your life, in your business, in your personal life, or wherever it is. Most people die within five years after retiring. The reason why they die is because if we are not growing, we are dying. If you lose your purpose for life, what I am saying is you are probably going to die shortly after. Now, some people, if they retire, they will switch to something else, whether it’s taking care of their grandkids or going to another part-time job. But if we are not constantly working toward something, it’s like there is no reason to live. Goals are that important to our life. What we focus on is what we get. That is why it’s important to find things that we have to focus on for achievement. What really makes us happy—and it’s hard to define happiness—is seeing progress. Something about progress in human beings makes us happy or feel fulfilled. If you think about it, why I say that, I’ll give you an example. When we are growing up, most of the time in the house where we live, our mom would mark with a marker over your head how tall you were. You just couldn’t wait every month to see if you had grown. I used to be that small, and now I’m this tall. I was three feet, and now I’m four feet. We would get happy or excited to see that we had grown an inch or two inches and see how tall we got. That was progression. That was a way of measuring progression. We didn’t understand that was almost like goals because a lot of people will say, “I can’t wait to get as tall as Dad or my brother.” We were really setting goals. We were using the notches on the door or on the wall as a way of measuring that and showing progression. That is basically what I’m talking about when I’m talking about GPS. Let’s set a goal. Let’s measure the goal. Let’s put a system in place for getting that goal and knowing if we are on track or off track. The other thing that I love to tell people about is what’s called goal alignment. This is what I really talked a lot about, Hugh, at your event. Most people understand the basics of goals. What they don’t understand is there has to be a balance to goals. You just can’t have a goal to make a million dollars and not have other goals. I will give you some examples and tell you what I’m talking about. I set goals in every major area of my life. Just like a car has to be aligned, if you drive a car and the car is not aligned, when you start to go fast, the car will start to shake. If you go off the road, you could crash. Something bad could happen because you are going fast and you haven’t aligned the car. The same thing happens in our life when we don’t align our goals. You have to set goals in all the major areas of your life, not just in the financial area or the weight loss area. You have to set goals in your physical area. The reason why that is important, and I will give you examples on how goal alignment works in each of those areas, is if I don’t set a physical goal to exercise and take care of my health and go to the doctor and get checkups, if I am working on these financial goals and my business goals, and I get sick or have a heart attack or something else, all of those goals now crash. Then my #1 focus will have to be on my health, so I have to have health goals. In my spiritual life, I have to have spiritual goals because a lot of times that is where fulfillment comes in, that is where balance comes in. My family life: if I don’t take care of my kids, there are so many people who are wealthy who have problems with their kids where their kids are on drugs or whatever is happening. The kids are getting in trouble. When that comes up, now you have to take your focus off the business and money and build those kids. They are in trouble because you didn’t make taking care of your kids or teaching your kids part of your goals. Part of my goals are physical and spiritual and family and friends. I don’t know about you, but I know we have all had a situation with a friend where we say, “I really need to call this person,” and then something happens. The friend passes, God forbid, and you feel really bad because you feel like you didn’t call that friend or family member before they passed. We have to have goals in the friend area. We have to have goals in the spouse area. How many people do you know who have been successful in business, and then they get a divorce and lose it all or lose half or lose the focus? Now later on they are regretting it, “I am enjoying the money, but I wish I had a better relationship with my wife or my kids.” There has to be goals in every single area of your life. You have to look at where these different areas are, where these different roles and responsibilities lie. I am a father, I am a son, and I am a business owner. You have to set goals for each of those. If you don’t, what happens is you are going to have a crash in another area that will take away from you achieving those goals. That is what goal alignment is, and that is why that balance is super important. A lot of people don’t think about that when they think about goals. The next thing is the P. Do you have a question, Hugh? Hugh: This is good stuff. You got my attention when you said people die five years after they retire. That is why Russ and I never retire. We keep pushing the inevitable later and later. This is so good. People set goals without the realization of what is the benefit. How is it going to benefit me in my life? You talked about that a little bit. Go ahead. This is extremely valuable stuff. Before you end, I want to focus on personal goals and corporate goals. We are leading a charity, church, or synagogue, so those are organizational goals. Very often, we don’t write personal goals. Then compare the two. Let me not interrupt you any more. This is really good stuff. They can comment. Russ, is your audio working yet? I don’t know if his audio is working yet. Are you there? Russell Dennis: I’m going to try. Can you hear me again? Hugh: Yes. Glad you’re here. Just know, Joe, that he is capturing sound bites in his brilliant way. He will have a chance to come back with questions. Russ, if it’s okay, we’ll let him finish his presentation part, and then I’d like to throw it to you for a few questions, if that works for you. Russell: That will work. Hugh: All right, Joe, go on. Joe: Those are called areas of management. Everybody has two main areas of management, which are the personal areas of management and your business areas of management. Each of those areas has to be aligned. You want to balance out your business area. What are the key elements in business that make you successful and set goals in those areas? What are the key elements you need for your personal life? Set goals in those areas. I used to think, I only need a business goal or a sales goal or a money goal. But I quickly learned I had to balance all those areas in business and personal. Going to the P in GPS, the P stands for purpose. It is your why. I can tell you about setting all these goals, but it doesn’t make a difference if you don’t have a why. The why is the gas in the tank of the car. It’s what makes things go. If I tell you, “Don’t touch the stove,” we would tell little kids not to touch the stove, the first thing they say is, “Why?” “Because it’s hot.” Maybe they don’t understand at first, but the moment they touch the stove, they quickly understand that it’s hot. That is the motivation, the why. Why don’t we run red lights? Why does everybody stop at a red light? Because you will get a ticket. That motivates us not to do it. We have to understand with anything we’re doing what’s our why. Why are we doing this? What feeling, reward, are we going to get from actually achieving that goal? That is going to be the motivation for us to act. If we don’t understand that why, we often don’t achieve the goal. One of the most average, normal goals that everyone wants to set is how to lose weight. The problem becomes a lot of times the why isn’t strong enough. The why isn’t more powerful than the ice cream sundae. Sometimes we have to do a deep dive within ourselves and figure out why we want it. Sometimes it’s not important enough to us. We’re okay with where we are. Sometimes people don’t go after that goal. We definitely want to build a strong why. The S is Steps or System. If you remember before there was GPS, everyone would pretty much have a map. We would get these maps from the gas station. How we would gauge if we took a trip to Winston-Salem, where I live, to Orlando, Florida, where Hugh is now, is we would look at the map and see the different cities along the way. I would see in an hour and a half I would be in Charlotte. Then I’ll be in Georgia. Then I’ll be in Jacksonville. Then I’ll be in Orlando. That was a way of us gauging we we…

    Full show notes at the publisher

    Money Has Ears Oct 01, 2017
    Show notes

    NPC Don Ward – 9/26/17 Hugh Ballou: Welcome to this version of the Nonprofit Exchange. Russell David Dennis, how are you today sir? Russell Dennis: it’s a beautiful day here in Colorado. A little cloudy, a little cool. It’s a great day just to be alive. Don Ward: Hugh: We have a long-time friend and another brilliant person who is in my life. Russ haven’t met him yet, but you will discover for yourself that Don has many, any gifts. We are going to talk about a special topic: We are all challenged around the topic of talking about money. We like to champion charity as the definition of what we do in the social benefit sector. The word is nonprofit is used a lot. I ends to color our thinking about money. Our guest today is Don Ward. Don Ward wears a number of hats. I know Don Ward from the CEO clubs in Central Florida, where you have introduced me to some really great leaders. Don, welcome to the Nonprofit Exchange. Don: Thank you very much. Honored to be here. As they say, whatever you honor will honor you. Hugh: Love it. There are a lo of things you do, but in this space of influencing leaders, our topic today is money has eyes. Talk about your background, your experience, and what gives you the knowledge and wisdom to present today around this topic. Don: Mistakes and great mentors. The only two ways you learn. So I would say that is what qualifies me. Probably there is a call that I am going to give you a mock version of that call later. I used to run a CEO of an organization you and I were a part of. People would find outa bout an event and go, “Oh my god, I have to be there. My credit card is maxed out. I don’t have any cash. Nobody loves me.” And all that stuff. We would just say, “Do you see yourself being there next week?” They say, “Yeah, I gotta be.” Okay. No problem. Be on a call at 9:00 on Wednesday night. I’ll give you a dose of that call a little later on. Hugh: Great. Don: But yes, I have helped over 400 companies raise seed capital on up to over a billion. I could go into a whole lo of things about what attracts money, but I will give you the coaching little bit segment there. Basically, if you have an A-level team and you have a B-level play-in, you are funded. You have an A-level play-in and a B-level team. Ain’t no money comin’. Hugh: Whoa. That’s a reality check. So you have some really good information to share with us today. We often just go back and forth in a Q&A with guests. I want to give you some space to share in a presentation mode about money has eyes. I heard you say, you kind of slipped it in, that you helped 400 companies raise capital. Is that what you said? Don: Absolutely. I don’t have it on my business card. I don’t have it on my website because I only do it for people that I know I am divinely called to work in conjunction with. Not everybody is our assignment. Hugh: Got it. We work with- Russell and I work with charities. I work with early-stage entrepreneurs. Many, many, many are challenged. This is a great topic for everyone, so I want to get out of your way. So you have worked with seed capital, and I heard you say a billion dollars. Don: Well, actually, I am sitting on two operations right now. We are in the middle of a $9.9 billion raise on one, and the other we are in the middle of a $500 million one, but we are gonna need a lot more than that before it’s done. My biggest part to bring to it isn’t just laying out the corporate engineering or the capital development, but really it’s helping people to reshape their vision and mission. If you can talk about what you can do in 15 words or less, people might hear what your’ saying, and you might actually sound like you know what you’re talking about. But if you can get it down to five words, you are powerful, probably the most powerful person at the event. Especially if it is a networking event. They ask you what it is; you want money to be asking you questions, you don’t want to be telling it anything. Hugh: That’s a paradigm shift. Why don’t you share with us about Money Has Eyes? Don: Okay. That might be my two-point oversion because the actual title is Ears. But I like it. Hugh: Ears, ears. Sorry. Don: Because you can’t receive what you can’t perceive. Mony does have to see what you ar talking about. I’m with ya. I say Money Has Ears, and I talk about money as if it is its own entity. People have it, but money is listening all on its own, and it knows exactly what it wants to hear, sense, or see coming from you. If it is smelling need or fear, goodby money. I work in a lot of faith-basd organizations as well, and people are always coming up and going, “Well, God gave me this idea, and He is going to fund it.” I go, “Okay. Let’s pretend you’re God. If you’re God and you’re looking down and you know that you are going to lean on your understanding, would you fund it? God is not going to fund it. God is as much about team as the world is about team. If you got the wrong team, the money isn’t coming. Maybe we need to reshape what your priorities are.” A lot of people say the next thing, when you ask them, is money. The next thing you need is team. The reason you don’t have money is because you don’t have the team. People aren’t compelled to believe that you can execute the plan you allegedly have. In the nonprofit sector, I think one of the big issues is always been they lead with their need. Let’s say that you have a church and you are saying, “Oh my God, we need fifty grand by Friday, or we are going to have to close this church down.” God is sitting there looking at you going, “Well, if you clos down, I am going to look bad. However, I’m not moved by your need.” God is not even moved by your need. What is He moved by? Your faith. If He is moved by your faith, and your ability to execute properly with what you have in your hand, chances are money will come. But asking, seeking, and knocking, okay. Start on your knees, but actually at some point, you have to go outside and ask, seek, and knock. If you are going to ask, seek, and knock, do you know how to talk to money? Do you understand that money has the attention span of a third-grader with ADD and a fourteenth-century classroom? Teacher starts writing on a chalkboard with chalk. Student is left the room. If your first introductory comments in your capital presentation go over about fifteen words, your investor probably lft the room mentally, too. What is that investor listening for? Well, there are thre things I belive money is attractd to: vision, passion, and team. I do a lot of coaching with a lot of different entities. Before I go on board with them, I ask three questions. 1) If they won’t die for it, I am not getting on board with them because they won’t be doing it this time next year. 2) Is it global? Anything less than that, what if, is the seed of a dream, just a cash flow strategy. Is money looking for interest on its money or multipls? Multiples. Okay. But we are going to convert this into nonprofit talk here in a second. 3) Is it socially responsible? Is it doing greater good for mankind? If those visions say yes to those thre questions, then okay, let’s sit down and talk because right there, I know you got the passion ecause you are willing to die for it, I know you got the vision because it’s global. You have permitted yourself to see beyond a cash flow. You just permitted yourself to see beyond your own ability. You have permitted yourself to see beyond your own resources. In my line of thinking, God never askd you to do anything you have the ability to do. He is counting on you ot build a team. That leads to what if there are three phases to a dream: the birth, the death, and the resurrection. Why does every dream at some point have to die? because entrepreneurs are entrepreneurs. Anything they know at all, ask me how I know. what happens is they lean on their own understanding. They don’t have mentors half the time, probably a lot more than half the time. They have no revelation of team. It’s just a matter of time before the dream is going to die. God is not worried about it either because He is not letting the dream go away. Once He gives you something, it’s yours; you’re stuck with it. It’s your gift. You can be grateful or consider it a curse, whatever you want. But the bottom line is, that’s your responsibility. You’ll have this desire at times to resurrect the dream. This time you’re teachable. Do you want to start getting into the Money Has Ears routine? I was setting it up, I guess. Hugh: Yes, sir. Go for it. Don: All right. People would come on this call at 9:00 at night, and you’re hearing all this chatter in the background. “Okay, let’s start off. Everyone on this call is here because you need to raise some money and quick. You all need to raise at least ten grand to join this organization, get your hotel, get your airfare, blah blah blah. Right. How many people like asking other people for money?” Booo. Hiss. Everybody is like, “No, I hate it, man.” “Okay. Befor you ask for money, you have to come to a place of understanding a certain element about what you’re going to do with the money. Are you raising this money in the case of this call? Are you raising this money so you can come out, you can network with the kings and queens of industry, build a team, raise capital, because your product, your service, your ministry, your charity can do great things for mankind?” All of a sudden, everybody is like, “Yeah, that’s me, man. My product is going to change the world. What I do for mankind, I am going to be digging water wells in Africa.” Everybody has a different thing. “Okay, next question. Are you actually needy in the world, or are you needed by the world?” People are having Aha moments. “Crap, man, I am needed by the world. I am needed by the world, man.” “All right, if you are needed by the world, then are you actually raising money for you or the people you’re going to serve?” “Oh. Actually I got to get this money so I can help all the people that in my heart I am going to mak a big difference for what I am bringing to mankind.” “Okay, before we finish the call or carry on any further in the call, everyone take am oment now and make that little shift. Tak that switch that says ‘I am needy because I gotta go talk to people about money’ and click it over to here where I am needed. Everyone make a shift?” “Yeah.” “Okay. Next part is going to disappoint a couple of people. Mayb it will hurt somone’s feelings. Does everyone in this call belive in something bigger than themselves?” Yeah. Pretty much everyone did. “Okay. How many of you believe the universe is going to take care of getting you your ten grand in the next couple days so you can b out there?” A lot of people go yeah. They’re cheering. “How many people believe that Jesus is going to give you the money?” A bunch of people are cheering. “Anyone believe out here that Buddha is going to give you the money?” A coupl people might say it once in a while. I am not going to say all the ones that nobody was vero n the call for. Bottom line, those people on the call did believe in something bigger than themselves. “Okay, that’s all you need. I am going to teach you how to play the game. It doesn’t matter which one of those you believe in, but you hav gotta believ in something bigger than yourself to pull this exercise off.” “Okay, that’s cool.” “if you need to hang up, hang up. No hard feelings.” “We’re all good.” “okay. This is what we’re going to do. First, we are going to do a little exercise. This little exercise, if you have ever ben in MLM, is going to feel familiar. Basically we forgt how many people we know. we know a lot of people. The thing is, w don’t know what to say to those people. We all know that friends and family support your passion and your present but seldom are they ever supportive of your enlarged tomorrow.” “Yeah, you’re right, man. Everyone is telling me I can’t do this, it’s never gonna happen, good luck, I’ll pray for you.” “Okay, that’s all right. This is what you’re going to do for an hour after this call tonight. I want you to sit down and make a list. I don’t care if you have to writ down the name of your dead second-grade teacher. Write it down. The person you met in the elevator last wdneday that give you a business card. Write it down. Any name that comes to mind, writ it down. Okay. Now what. “Now we are going to go through and grade them. A, they may have resources, they may support me. B: I don’t know if they have eresources, I don’t know if they can support me. C: Ain’t no way. What I want to tell everybody on this call is I have had people call me and say, ‘I have three As, five Bs, and like 300 Cs.’ I’d go say, ‘Go practice on a C. I will teach what it is they are going to say.’ Before I do, I have to explain about what money is listening for because we called this Money Has Ears. Money wants to know two things. If I am coming home, how much more money is coming home with me and when? IF I am not coming home, am I doing a greater good for mankind in getting a tax deduction? We have nonprofits on the call tonight?” “Yes.” “We have for-profits?” “Yes.” I am going to give you some modeling of the right language because I am going to tell you a little surprise right now. The truth is, you are not going to even ask the person sitting in front of you for anything but wisdom.” “Oh my God, I thought we were raising money?” “You don’t understand. When you re asking for money, all you ever will get is wisdom. Ask for wisdom.” “He’s probably right. That makes sense.” “Okay. Now here is where you are going to find out who you call. I don’t want you using your head to figure this out. You went through a list-building xercise. I don’t care what you do with it. Cyou can throw it away now.” “Why am I going to do all that work and fill out the list?” “I just wantd to stir up in you to remember how many people you really know.” “Yeah, okay.” “Well, here is the part of the list. This is the part of the exercise where the magic happens. You are going to go, ‘Oh Universe, Oh Buddha, Oh Jesus, whatever your claiming to be your higher power, you’re going to say, ‘Give me five faces.’ This is how long it’s going ot take you ladies and gentlemen. You take ten minues. If you meditate, you meditate. If you pray, you pray. Before you do, you just go, ‘in the next ten minues, I want you to put five faces before me, and I will call those faces in the order that you give them to me.’ There is something about lining up with your word with your maker. If you told your maker, ‘This is what I’m going to do,’ you better do it. You will call those five faces. What are you going to call those five faces for? A ten-minute wisdom meeting.” “Ten minues?” “What I am about to teach you you do not need a business plan, an executive summary. All you need to do is to sell you as being willing to die for it, that this is an incredible opportunity, and that you are building a team capable of executing the plan. You don’t have to prove any of it because you are not asking people for millions. You are asking for thousands. It’s aw hole different league.” “okay.” “Well, this is kind of how it goes, ladies and gentlemen. You are going to call up the five faces that you just got in that ten minutees’ time. I know I just met you in the elevator last Wednesday. I looked you up on LinkedIn, saw you have done a lot of things. I am moving a project forward, and I need to get some counsel from somebody that isn’t family or isn’t a friend. They all are going to be dreamkillers. I need to get a third party look at my project. I promise if our meeting goes eleven minutes, it will be your fault.’ The other person is going, ‘Number one, I just met you last Wednesday. Number two, you think I have wisdom?” Let me tell you something. I started the call with whatever you honor will honor you. Anyone who has asked you for wisdom, were you insulted? Hugh: No. Don: No? You honroed them. I sense I coul…

    Full show notes at the publisher

    Creating Diversity on a Board of Directors Sep 24, 2017
    Show notes

    Here's the Transcript

    Dr. William Lewis, earned a doctoral degree from Indiana University, and a master's degree and a bachelor's degree from Indiana University Purdue University. He also completed the management development program from Harvard Institutes for Higher Education and he completed the Indiana University Lilly Family School of Philanthropy: The Fundraising School Certificate of Fundraising Management.

    Dr. Lewis is a Thought Leader in the Diversity and Inclusion space. He has authored several articles, most notably, he was one of three co-authors of the historic Standards of Professional Practice for the Chief Diversity Officers (CDO), published by the National Association of Diversity Officers in Higher Education (NADOHE). He is on the editorial board for INSIGHT into Diversity. Dr. Lewis teaches concepts of oppression and privilege regularly to students enrolled in his MSW level courses.

    Dr. Lewis has lead diversity and inclusion efforts at three highly acclaimed universities, Indiana University, Bridgewater State University and Virginia Tech University. Throughout his career Lewis has provided administrative leadership for diversity and inclusion initiatives. He has been an advisor and consultant to university presidents, provosts and college deans.

    You can learn more about Dr. Lewis and his work at http://www.zeroinhrsolutions.com

    Dr. Thyonne Gordon is an accomplished organizational & human development expert, producer and story genius. Her work with small businesses has created growth-oriented platforms using her proven technique of the S.T.O.R.Y. Acceleratorô and empowered hundreds of organizations nationwide.

    Dr. Gordon’s ability to shed light on causes that bring positive impact is evidenced in the piece, From Watts to Africa, showcased in the 2015 Pan African Film Festival. This film highlights the journey of 17 inner city youth traveling to Africa with the organization, Foundation For Second Chances and the impact this leadership program had on their life.

    Featured writer in Chicken Soup for the African American Soul; and ghost writer on several projects including a recent collaboration with Grammy nominated recording artist Chanteí Moore.

    Dr. Gordon’s gifts in bringing stories of significance to light and enhancing organizations for success, is unparalleled. She has also raised millions of dollars for causes and is committed to positive, strategic and sustainable growth in the social profit sector. With several accolades and awards for her work, Dr. Gordon is most proud of her service in board leadership and received a gubernatorial appointment to the California Naturopathic Board of Directors in 2014; was voted board Chairperson of Pacifica Graduate Institute in Santa Barbara in 2015 and recently received the 44th President of the United States, Lifetime Achievement Award for distinguished service.

    Residing in Los Angeles, she encourages youth and adults alike to "bloom where you’re planted.”

    You can learn more about Dr. Gordon and her work by visiting www.drthyonne.com

    Learn more about your ad choices. Visit megaphone.fm/adchoices


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