 It's fry yay and for every fry yay we do an ask and answer episode where Julie and I answer any questions that might have come in from our viewers and our watchers. So there are many ways in which you can send those questions to us and we will let you know about that here shortly. But just as we start every episode we really do like to say thank you to our presenting sponsors. You can see all of their logos in front of you. We've got Bloomerang, Vortable, Fundraising Academy, Mission Met, Staffing Boutique, Nonprofit HR, Moves Management, Winspire, and of course the American Nonprofit Academy as well as the Nonprofit Nerd. So thank you for elevating the conversation around the globe for our Nonprofit Leaders and leaning in to all the causes so that everyone has the support and you know the the structure to do good. You know I think I was telling you and I don't know if you noticed this but we had a couple of viewers that were watching as a group this week from Finland. Oh really? I didn't. Yeah they emailed me and I was like wow so that's pretty ding-dang important. Well and so are you. Julia Patrick is ding-dang important CEO of the American Nonprofit Academy and I'm Jarrett Ransom CEO of the Raven Group also known as the Nonprofit Nerd and we have a few things up our sleeves that we are not even like we're not quite sure where they're going but we're excited to work together and to continue the evolution of the Nonprofit Show. The Nonprofit Show is not going anywhere except for bigger and bolder and broader but we're looking at maybe adding a few more elements to the Nonprofit Show to the episode and kind of to our suite of offerings so I'm excited to dive deeper on all of that with you Julia. Yeah it's going to be amazing I mean you know we we really are in an incredible opportunity and time I think because of living through the pandemic everyone's lives have changed everyone's work style has changed you know we've been challenged in so many different ways things that have made us better things that have revealed weaknesses I mean it's really been an exciting time and and certainly all of those folks that have joined us on this journey we are very appreciative for for your work but the biggest question comes to us and the ask and answer questions and we have a lot we have a lot of wack-a-do questions I'm not saying this is one but you know what I mean we just it's fascinating what people will ask and so let's get get at it. Roberto from the Bay Area California writes we have prepared a statement on anti-Asian racism and violence we want to demonstrate respect and support of our Asian clients staff and donors so that's interesting clients how should we circulate our statement it is not as much of a policy as it is a message of support. Wow good for you Roberto I mean I love that this has come in and Julia with your publishing background I'm going to ask you start with this. Well first and foremost it needs to go up on the website and hopefully you have a media page or you have some sort of p portal that allows you to easily upload these things and a lot of times in websites you have two things you have to go through generally a contracted webmaster which can you know rack up the hours and or and or you'll have a blog post or a media post page so hopefully you have that Roberto and get that up there right away. I would take to your social media and I would make sure that you post this out I would also hope you're using that leadership list that we talk about so often whereby you have the email addresses as simple as that to get these types of messages emailed out to your stakeholders to your donors to the folks you work with people that you don't want that you don't work with but that you want to work with so yeah I think in a case like this is certainly in the Bay Area which has a very rich Asian multi Asian cultures and and history and it's it's a broad spectrum of Asian Asian culture across that part of our country this is even more important for your organization I don't know what you do but you need to jump on this like yesterday. You know and this is um I agree and this is something you know that's been really big I attribute I don't think attributes the right word but last year you know I say that we had multiple pandemics so the global virus was one of them so social injustice and of course we're continuing um you know with that um with so much Asian hate and that's really been something that's been big um one of the things I've noticed while I've talked to a couple of marketing people is there are certain demographics in certain individuals that seek these statements and it's almost if you don't post a statement or if you don't make a public statement it is seen as if your organization is kind of you know staying silent and complacent and almost saying you know that's it's okay I hate to take it that far um but those are some of the conversations I've seen and and heard is you know it's almost not making a statement you will get blasted I mean that's probably a bad word too but you know really followers asking you where is your statement what are your beliefs how are you standing um so I do think Roberto getting the statement out is really timely I agree with you and I think that um you know Jared you and I have talked about that just as the co-host of the American nonprofit academy you know I look one way you look one way there's 20 year difference and there are assumptions that people can be making about what our personal views are on I think we address this in terms of politics and not social justice but really more politics and um I always felt we really needed to step back and not engage in that and not identify um and let the message carry forward as I've come to view the last you know 16 months in our culture I think that I made a mistake by not speaking out that maybe I should have been more vociferous in what my views were and um because I was complicit in exactly what you just said by not defending or moving forward or leaning into something I looked like I agreed with it and so I I like what you just said I think we do have to speak up about things it doesn't have to be a novel but it does need to show action and it needs to be done now and not later yeah it's kind of a great Roberto for asking asking that question and being on top of taking action for a statement I love what you just said taking action okay let's go to Judy in Philadelphia PA Philly have you ever had a Philly cheesesteak oh my gosh they are amazing I had one once it made me horrible oh I'm like you're making me hungry now I'm gonna want for lunch too much information after I just did full fitness sister then I'm like okay no we don't need to go there so would you use the men's bathroom if you had to oh my god after last week most definitely and I have had two viewers right in to say that they would accompany me in stand guard I just wanted you just like lofted that one up so gently I had to knock it out of the ballpark thank you you most certainly did and I oh yeah oh my god okay Judy from Philadelphia PA Philly this is really interesting we were recently chosen as a recipient of funds from a third party event we are splitting this with another nonprofit in our town this is an unexpected revenue windfall yay team those are my words the group who did the fundraiser is asking us to take the full amount of the donation and send the remaining funds to the other nonprofit thoughts yeah wow that's a really good question and I think I have seen an uptick with third party events honestly Julia I think that's something that as you know many of us as a nation we want to contribute we want to do good we want to engage and activate our friends and our community so kudos for having a third party event Judy and for being a one of one of the benefactors um you know I have seen this happen before ideally it's a clean split um and that this would go you know have to to your organization Judy and then have to the to the other organization but I have seen this in particular um I would recommend that you have a memorandum of understanding or some type of agreement of what this looks like um so that that too is documented and perhaps you know added to your financial files as to why so that when you are audited if you are audited you have that paperwork um to support that but I have seen it it's not the cleanest and it's not my preference um but what about you Julia I'm sure you've got some experience in this yes I've seen this a lot and I think the number one thing is to back up and to realize that the third party event that is being held unless they are a 501c36c67 or nine you know these are not tax deductible right because those people like say it's a golf outing or it's a you know wine and dying or whatever and they're writing a check to whatever um that group let's say that men's group or that women's group or that you know advisory group unless that group has um you know the legit documentation by the IRS those are not tax deductible donations and a lot of times donors go to these events and they are under the impression that they're making you know they're playing golf and they're buying raffle tickets and they're having a great time and don't worry it's all for charity well it might be for charity but it is not it it is not a tax advantage for you to think of it that way right so when an organization wants to do something like this it's really tricky because you're taking in revenue and everybody needs to understand that this is coming from that that party right that organization and not the individuals unless and this is a really burdensome thing unless everybody who shows up to that golf tournament or wine and dine or whatever they write their checks to the name of that non-profit right and that's a real you know that can be tough and it's also a credit card issue if you're not taking credit cards all that so yeah Jared Ransom you're right the non-profit nerd strikes again you need to have an MOU I find yeah it is right I find that this is generally this is the confluence of people that have good hearts that want to do the right thing that want to have fun and build you know community versus the beam counters and what this means you know and a business structure and so you just have to understand that yeah I agree yeah okay so that's enough said I mean I'm good I see we have a question um oh good okay yes and this is from um from our raving fan our anonymous attendee um we see your questions come in often thank you for this am I behind the times what is a third party event okay so a third party event that great question and you know you can identify yourself we will we will honor you and we won't say your name but um yeah okay a third party event means that it is a fundraising friend-raising some sort of activity that is in support of a non-profit or an agency or whatever but they are not doing it right so they're not managing it now they might have somebody show up it might be a house party it might be you know a bolathon who knows oftentimes these third party events are done by other groups that are not structured as nonprofits so it might be you know a church auxiliary it might be a young men's professional group it might be um a sorority it might be a fraternity who knows but it's a group that self-identified in the the process of supporting another non-profit a non-profit with some activity I have a great example for this I'm serving as an interim executive director and the board chair says my husband's friends right that live somewhere else beyond Arizona um said hey I think you should do a golf tournament so I could bring my friends in and then they can donate to your organization and I said that sounds like a wonderful third party event I think that his you know friends should absolutely do that we would love to be a benefactor and we would love to provide any collateral material we could even show up at the golf tournament we can you know share a little bit about the organization but this needs to be done truly by that third party so by that person that is not internally involved or related or you know on board our staff for the organization so this is what I'm talking about has been an uptick right so like we have seen a lot more people saying oh I want to get together and have an organization be the benefactor right and I've seen this in your case for the golf tournaments just a pro tip as my husband would say you know you can station folks from the non-profit at every hole yes they can serve as volunteers or they can do like um added spiff things like oh you know closest to the hole you know buy you know a five dollar raffle ticket or you know there there are a whole bunch of things in fact we have some fabulous lessons on the american non-profit academy about in golf fundraising things stories that the guys from trune did which is the largest yeah largest golf management company on the planet so anyway okay thanks for asking about the third party yeah you know sometimes we think we know we're all speaking the same lingity but we know we are not okay pauline from san diego this is a dei question we are a small cultural and oh i think we talked about this we did a bathroom okay i have to witness to this i put the wrong slide in because maybe maybe you put it in because you know you really wanted to address this again for your own personal measures lord i mean really that's just not good at all yeah but we didn't answer that i think that's on a previous um maybe last week's ask me answer last okay name with help san francisco you know how i love name with helps i'm leaving my current non-profit and taking a new position with another organization in the same community and same service area this is a huge opportunity for me would it be inappropriate to advise my current donor portfolio of this change this is an ethics question and i so i say to you my friend non-profit nerd well this is an ethics question and um this is this is what i have have done is um certainly i go and i ask my supervisor or the board chair or like you know those um that should also be on the same page with the messaging because we want to make sure that um let's just say my messaging and the organization's messaging is on the same page and um you know that we're we're really addressing that but hopefully name withheld you also know who's coming in to take your position or that person has been named so that you can use this opportunity to say thank you thank you thank you to your donor portfolio individuals let them know how much you've enjoyed working with them let them know that you have received another offer and that you are staying with the cause but moving to another organization excuse me and you would really like the opportunity and the honor and privilege to introduce them to um the person that will be taking on the relationship from here on out so i think that it would be ideal um if you could absolutely do that you know i love that i think that shows a lot of character it is a it's the right and ethical thing to do i love that you serve um the the new person coming in and i would add on if you don't have a new person coming in they haven't been identified who would be that person picking up the slack if you have questions or comments direct them to in that gap time yeah betty boop or the ceo or whatever but yeah i think you're right and i love that you can be strategic in saying while you may be leaving this organization name withheld you're staying in the sector yes yeah that's well there's so many good things honestly to say right and and i say this with my executive coaching and my clients know this even the agencies that i work with i am coaching the person right and so that may mean that the person decides that this organization or this position or what have you right like i fully believe in this might not be popular or popularity i fully believe in developing the person and the profession for our community at large right and so the fact that you have this you know perhaps rock star talent moving to another organization i hope you don't see this as a bad thing and that you see this as a strong opportunity and you know career journey move for the professional in your community right i agree with that i think all training bleeds outside of the organization you know you don't ever know when you i just did a board uh it was an advisory board workshop this week and you know it's one of the things that we told our group was like hey we're teaching you this for this particular we're talking about this and teaching and leading for this particular organization but the reality is our community benefits and these people go back out into other things it might be their church temple synagogue it might be their schools who knows but yeah i agree with you it bleeds out okay another really interesting question and this one is just fascinating i read this earlier in the week and i don't know if i know the answer i'm a ceo of a large nonprofit and have become a source expert in the field i have been asked to do some public speaking about the work we do at a comp at conferences and have been offered payment should this go to the organization i represent or can i keep it myself very easy answer in terms of of tax if you are if you have your own personal LLC and you like to have a consulting practice or something like that then you can legally do that i mean you can be paid through that but if you are being paid and representing an organization i think it has to go to the organization and i would ask for it to be by way of donation right i would say thank you so much i myself cannot receive compensation but on behalf of my organization we would be honored if you made a charitable contribution right yeah but i agree and i have had this absolutely happen to me um when i was with an organization right like full-time employee and in that you're right is it is clear so if you're doing it as as an LLC and as a personal you know person um first of all i shouldn't say first of all but one of the key things that you also want to clear is with your supervisor and your HR that that is okay right check your employee handbook are you able to provide these services outside and then also name withheld in Dallas Texas you want to make sure if you know what you need to say that this is your personal experience or are you coming as the expert also for the organization so are your words truly for the organization i know that comes up often in social media like these are the views and opinion of mine only but i think as you take that expert stand and in particular in front of a conference that also should be addressed you know name withheld from Dallas Texas i want to remind you one of the truisms a public speaking for anyone um from the Texas area this is the higher the hair the closer to God and i got to say that because it's good Friday so make sure you've got your good hair going you know i learned that from you i we heard it from another guest on our show and i was like you didn't make that up come on now the higher the higher the hair the closer to God yeah you know that that's i got to work on my back teeth yeah oh my god that's where it's at sister hey um really interesting questions today and i've got to say in the few minutes we have left um i'm wondering if you're seeing this i feel like in the beginning of the pandemic people were asking questions that were like very um productivity oriented technology oriented how do we get things done how do we keep moving seems to me like i'm seeing a flow in questions and comments and discussion and i am seeing this online as well things that are more ethical in nature like we're we've figured out work from home virtual all that but all of these pieces have now engaged us in a new way of thinking and a lot of times it becomes an ethics discussion i mean are you seeing that i am seeing that and i think it's something that we haven't had to address before right so in this new way and light of life um you know so much has been great and skewed and kind of you know fuzzy so we are now i think moving from survival mentality into that recovery which we have talked about quite a bit now probably over the last couple of months so as we move into recovery and we've said this before things may not go back to normal i think our normal is gone you know i think what we knew as normal is now obsolete so we're moving into another um area in which is still new territory for all of us with the background of it being so skewed in personal professional home life balance seeing our animals and our children in the background right and then also moving into some of these things of like is it appropriate um for me to do this and is it an ethical issue and if it is an ethical how do i how do i go about addressing that right well i just think about all these organizations that you know work so hard to establish policies and procedures and pathways to get everybody rowing in the same direction everybody understanding what the expectation is and i just have had the sense jarrett in the last you know 30 45 days that there's all this confusion and a lot of stress being placed upon the workforce that's got to get figured out because there are a lot of workforce um folks that are saying i like this i didn't in the beginning but now this is working for me and i'm more productive and i don't want to live where i used to have to live for my job i want to be able to work somewhere else i don't think it's working less i think it's working smarter not hard yeah absolutely and i think miko our guest yesterday with mindful techie really had some great points about that so if you missed yesterday or you want to watch it again because he is so full of wisdom um that was a great conversation but you know it are the pandemic the global virus pandemic has really affected the way that we live as you even said like the definition of community is different even to that basic right the definition of community is different right and that you know for for those of you um watching us live on the rebroadcast that's a really interesting discussion to have with your management and with your development teams because how do you define your community and how do you define the donor community super different super super different so wow well this has been another great episode we are so appreciative that you would join us um we've moved through the first quarter of 2021 holy chromoly it's cute day two oh my god i love it it is it's cute day two oh my god that even that just like gave me the chills hashtag i think we should do that q2 day two that's like brilliant that is awesome well again i'm julia patrick i've been joined by the non-profit nerd herself jaret ransom of the raven group again as jaret mentioned you have four ways to let us know um i mean and if you see us on the street or in a coffee shop you have a fifth way too but um go ahead and ask those questions send them forward and we'll see what we can do again the book club's really picking up speed jaret's really a lot of fun and the non-profit nerd endorses this definitely she's only got one of her own books yes you know it's not even a circulation right now but yes yeah that's really super cool so jump on to the american non-profit academy website and check out the book club it's basically a curated list of books that we think are really helpful for nonprofits and it's changing it's growing if you've written a book let us know and we'd love to talk to you about that um our presenting sponsors again we would not be here without you so we are full of gratitude and we want our viewers to know that these are organizations across the country that really do make our non-profit sector stronger smarter and and better to achieve their their dreams so another amazing week amazing next week hold your horses it's going to be great we've got some really great guests amazing lineup some new topics that we've never talked about um it's really picking up steam i got to say sister i know and we are fully booked now until i want to say like mid-may with our guest and so if there's someone you would like to hear from or a topic that you would like to put in the queue it is never too early to do that seriously it is never too early because we have booked up a lot of talent and experts to come on and share their wisdom yeah it's pretty amazing and we don't say yes to everyone i mean that's the the amazing thing is that you know um it's gotten really competitive and and pretty exciting considering in the very beginning we just interviewed each other yeah a wing and a prayer baby we showed up and we're like we don't know what we're doing but we feel like we need to show up and be of service and clearly um i think we chose a really good way to do that i think so too i think so too well to all of our friends and supporters and to all of those doing the the hard hard work in the non-profit sector we say thank you we're full of gratitude we hope you have a restful weekend and we want to end today as we end every day stay well so you can do well we'll see you back here next week thank you jared