WEBVTT

00:00:00.020 --> 00:00:02.400
- Thank you so much for
putting this together

00:00:02.400 --> 00:00:04.930
and I am in the no socks camp,

00:00:04.930 --> 00:00:07.800
if we're totally being honest here.

00:00:07.800 --> 00:00:09.750
We were catching up with Josh before this

00:00:09.750 --> 00:00:13.140
and he said, in his role as
the Chief Advancement Officer,

00:00:13.140 --> 00:00:16.950
he has seen a variety of polls
from many different vendors

00:00:16.950 --> 00:00:18.760
and partners over the last week or two

00:00:18.760 --> 00:00:21.470
about what people are
doing with gift officers

00:00:21.470 --> 00:00:23.030
and campaigns and giving days

00:00:23.030 --> 00:00:26.680
and that being said, he
hasn't seen a quality poll

00:00:26.680 --> 00:00:28.450
about socks versus no socks,

00:00:28.450 --> 00:00:30.280
so glad we were able to make that happen.

00:00:30.280 --> 00:00:33.150
Josh, welcome, thank you
in the midst of all of this

00:00:33.150 --> 00:00:35.950
for making time.

00:00:35.950 --> 00:00:39.840
I think most of our audience
would be familiar with Emory,

00:00:39.840 --> 00:00:41.290
but if you wouldn't mind

00:00:41.290 --> 00:00:45.040
just giving us a quick
overview of who you are,

00:00:45.040 --> 00:00:47.480
what the Emory Organization looks like,

00:00:47.480 --> 00:00:49.720
and then I look forward,
over the next 30 minutes,

00:00:49.720 --> 00:00:50.730
we're gonna keep this quick,

00:00:50.730 --> 00:00:54.400
just getting a window into
the rapid decision making

00:00:54.400 --> 00:00:56.850
that you've been having to navigate,

00:00:56.850 --> 00:01:01.170
both at university level but
also at an advancement level.

00:01:01.170 --> 00:01:02.620
Thank you for making time.

00:01:02.620 --> 00:01:04.760
- Thanks Brent, thanks
for the opportunity.

00:01:04.760 --> 00:01:07.630
Socks here, I'm not going barefoot inside,

00:01:07.630 --> 00:01:09.130
yeah I got the socks on.

00:01:09.130 --> 00:01:12.000
Emory University in Atlanta, Georgia,

00:01:12.000 --> 00:01:15.800
I came in as SVP, here
a year and a half ago

00:01:15.800 --> 00:01:19.350
after having spent 10
years here previously,

00:01:19.350 --> 00:01:21.500
with five years in between up

00:01:21.500 --> 00:01:23.150
at the University of Connecticut.

00:01:24.310 --> 00:01:27.324
Emory is a tier one research university,

00:01:27.324 --> 00:01:29.760
and you, (crackling drowns down speaker)

00:01:29.760 --> 00:01:31.650
very interesting of
course during these times,

00:01:31.650 --> 00:01:34.930
as we're in major healthcare system,

00:01:34.930 --> 00:01:38.070
in addition to our nine schools and units

00:01:38.070 --> 00:01:39.690
across the university.

00:01:39.690 --> 00:01:42.180
So, a very complex system.

00:01:42.180 --> 00:01:44.417
My team, Advancement and Alumni Engagement

00:01:45.384 --> 00:01:50.193
is over 300 strong, so a
pretty large and complex team

00:01:50.193 --> 00:01:53.890
with both central, centralized staff

00:01:53.890 --> 00:01:56.390
as well as decentralized staff

00:01:56.390 --> 00:01:58.060
within our schools and units,

00:01:58.060 --> 00:02:00.710
all working collaboratively together

00:02:00.710 --> 00:02:02.483
in support of the university.

00:02:03.480 --> 00:02:08.180
- Well thank you and I
just wanna start by saying

00:02:08.180 --> 00:02:11.380
that we have had the opportunity to work

00:02:11.380 --> 00:02:13.870
with several hundred advancement leaders

00:02:13.870 --> 00:02:16.230
and Josh has always been willing

00:02:16.230 --> 00:02:18.150
to innovate, try new concepts,

00:02:18.150 --> 00:02:21.260
we're grateful to be partnered
with him and his colleagues.

00:02:21.260 --> 00:02:25.990
But at the same time for
your background and expertise

00:02:25.990 --> 00:02:28.830
and the connectivity of
these advancement space,

00:02:28.830 --> 00:02:29.940
nobody has gone through

00:02:29.940 --> 00:02:32.050
what we've gone through over
the last couple of weeks.

00:02:32.050 --> 00:02:33.000
And what we talked about

00:02:33.000 --> 00:02:35.490
in our previous version of this series,

00:02:35.490 --> 00:02:38.763
is that, anybody who's pretending
that there is a playbook,

00:02:39.950 --> 00:02:42.190
is probably lying to you, okay?

00:02:42.190 --> 00:02:45.090
We've all been having to invent a playbook

00:02:45.090 --> 00:02:46.870
in our respective organizations,

00:02:46.870 --> 00:02:49.680
and I think the more we
can give a candid view

00:02:49.680 --> 00:02:54.210
into where your mindset was two weeks ago,

00:02:54.210 --> 00:02:56.770
as you were gearing up
for your Giving Day,

00:02:56.770 --> 00:03:00.720
and how rapidly you received new pieces

00:03:00.720 --> 00:03:03.170
of incomplete information,

00:03:03.170 --> 00:03:05.403
and what kind of decisions you've made,

00:03:06.410 --> 00:03:08.440
and I think where we go from here.

00:03:08.440 --> 00:03:11.500
So why don't you just take
me back two weeks ago,

00:03:11.500 --> 00:03:14.703
what you were thinking about,
and how things unfolded?

00:03:15.553 --> 00:03:17.610
- Now Brent, I think that's a great story

00:03:17.610 --> 00:03:19.810
just to talk about a
three, four day period.

00:03:21.160 --> 00:03:24.050
Two weeks ago, this past Tuesday,

00:03:24.050 --> 00:03:25.180
we launched a campaign,

00:03:25.180 --> 00:03:28.243
which was planned for
(mumbles) on April 2nd.

00:03:29.240 --> 00:03:32.440
On Wednesday we had our annual
board of visitors meeting

00:03:32.440 --> 00:03:34.390
with former board of visitors, members,

00:03:36.350 --> 00:03:40.450
local corporate leader
with about 30% alumni.

00:03:40.450 --> 00:03:43.170
But it's a board that
people spend three years on

00:03:43.170 --> 00:03:46.823
and we have an annual meeting
about 200 people on Wednesday.

00:03:47.740 --> 00:03:49.370
Before I walked into the meeting,

00:03:49.370 --> 00:03:51.690
I got an email from a
colleague saying that,

00:03:51.690 --> 00:03:54.370
you know, the students were
making fun of you on Giving Day,

00:03:54.370 --> 00:03:56.666
when the university will
be having to come back

00:03:56.666 --> 00:03:58.510
from spring break,

00:03:58.510 --> 00:03:59.680
I'm like, what's going on?

00:03:59.680 --> 00:04:01.680
And at that point we had heard

00:04:01.680 --> 00:04:04.460
that several universities had moved

00:04:04.460 --> 00:04:08.440
to virtual learning a day
or two earlier than us,

00:04:08.440 --> 00:04:11.940
I was at the board meeting
(crackling drowns dow speaker)

00:04:11.940 --> 00:04:13.850
with our featured speaker,

00:04:13.850 --> 00:04:15.297
she pulled me aside and said,

00:04:15.297 --> 00:04:17.077
"I just wanna give you a heads up tonight.

00:04:17.077 --> 00:04:19.137
"We're gonna announce the,

00:04:19.137 --> 00:04:22.717
"that we're going to extend
spring break for a week

00:04:22.717 --> 00:04:25.210
"and going to virtual classes."

00:04:25.210 --> 00:04:28.140
I left that meeting and
got on a plane to New York.

00:04:28.140 --> 00:04:31.650
Yes, New York, kinda the epicenter now,

00:04:31.650 --> 00:04:35.320
where I was spending several
days in donor visits.

00:04:35.320 --> 00:04:38.654
At 9:30 while I was at a
donor (mumbles) came out,

00:04:38.654 --> 00:04:41.433
(crackling drowns down
speaker) and my team

00:04:41.433 --> 00:04:43.070
(crackling drowns down speaker)

00:04:43.070 --> 00:04:47.330
the next morning we had
leadership team call

00:04:47.330 --> 00:04:50.083
to talk about how our
division was gonna respond,

00:04:50.930 --> 00:04:54.710
and was very pleased that
by 10 o'clock on Thursday,

00:04:54.710 --> 00:04:56.678
we have (crackling drowns down speaker)

00:04:56.678 --> 00:04:58.480
is starting the next day.

00:04:58.480 --> 00:05:00.610
We were gonna move (crackling
drowns down speaker)

00:05:00.610 --> 00:05:04.246
working environment, for
we were able and everybody

00:05:04.246 --> 00:05:08.250
(crackling drowns down
speaker) as soon as possible.

00:05:08.250 --> 00:05:13.250
And (mumbles) Friday literally,
two three days into this,

00:05:15.740 --> 00:05:19.810
we had a senior leaders
call across my organization.

00:05:19.810 --> 00:05:22.754
So on Friday morning we gathered 50 of our

00:05:22.754 --> 00:05:23.640
(crackling drowns down speaker)

00:05:23.640 --> 00:05:26.150
for a zoom call.

00:05:26.150 --> 00:05:28.480
And for the last two
weeks, three days a week,

00:05:28.480 --> 00:05:31.120
our leadership team
meets at eight o'clock,

00:05:31.120 --> 00:05:34.120
two days a week the entire
managers do meeting too

00:05:34.120 --> 00:05:36.793
at eight o'clock and we have updates.

00:05:37.809 --> 00:05:39.980
You know Brent as I was
sharing with you in advance,

00:05:39.980 --> 00:05:41.890
I've started to see a sea change

00:05:41.890 --> 00:05:44.920
that (crackling drowns down
speaker) doing the crisis,

00:05:44.920 --> 00:05:48.680
how to move to remote, the
needs of our employees,

00:05:48.680 --> 00:05:51.180
how people were gonna
continue to do their work.

00:05:51.180 --> 00:05:52.620
We had only canceled events

00:05:52.620 --> 00:05:56.610
for two, three weeks at that point.

00:05:56.610 --> 00:05:58.710
And then of days in, we had canceled

00:05:58.710 --> 00:06:00.650
all of that through commencement.

00:06:00.650 --> 00:06:05.250
And I have canceled all
events through the end of May,

00:06:05.250 --> 00:06:06.750
and we've continued to evolve.

00:06:06.750 --> 00:06:08.930
But much of that conversation has moved

00:06:08.930 --> 00:06:13.930
from coronavirus, and the impact
it's now, had on all of us

00:06:14.000 --> 00:06:17.600
to (crackling drowns down speaker)

00:06:17.600 --> 00:06:19.530
over the next two months
(crackling drowns down speaker)

00:06:19.530 --> 00:06:24.350
calibrating our activity as
a team, as we look forward.

00:06:24.350 --> 00:06:25.850
- Josh, I appreciate that overview.

00:06:25.850 --> 00:06:27.323
I wanna just note,

00:06:28.340 --> 00:06:31.960
there is a little bit of a audio issue

00:06:31.960 --> 00:06:36.300
that we're having, I don't
know if you've got anything

00:06:36.300 --> 00:06:37.310
that you can do

00:06:37.310 --> 00:06:40.250
as far as shutting down
other windows and so forth.

00:06:40.250 --> 00:06:41.560
I think we're all tryna navigate

00:06:41.560 --> 00:06:44.050
our home internet situations right now,

00:06:44.050 --> 00:06:47.840
but we're making most
of of what you're at,

00:06:47.840 --> 00:06:50.080
what you're saying, but if there's,

00:06:50.080 --> 00:06:55.070
hopefully we can hear you
clearer as this advances.

00:06:55.070 --> 00:06:56.810
If you're, if you don't mind me asking,

00:06:56.810 --> 00:06:58.950
I think one of the big challenges,

00:06:58.950 --> 00:07:01.370
that every leadership team has to address

00:07:01.370 --> 00:07:04.160
is the variety of stakeholders

00:07:04.160 --> 00:07:05.780
that you need to think about, right?

00:07:05.780 --> 00:07:09.770
You have as a leader, not
just of your organization

00:07:09.770 --> 00:07:13.130
but of the university, you've
got student stakeholders,

00:07:13.130 --> 00:07:15.270
you've got faculty stakeholders,

00:07:15.270 --> 00:07:18.200
you've got broader
employees of the university,

00:07:18.200 --> 00:07:22.130
you've got your existing donors,
trustees, board, et cetera.

00:07:22.130 --> 00:07:24.460
And then you've got your
advancement staff as well.

00:07:24.460 --> 00:07:27.623
And I think it's probably been tricky,

00:07:28.460 --> 00:07:30.420
given that it seems like at least

00:07:31.290 --> 00:07:34.360
so much of the initial focus
has had to be on students,

00:07:34.360 --> 00:07:38.770
has had to just be on getting
prepared for online learning

00:07:38.770 --> 00:07:40.930
in about a 10 day period;

00:07:40.930 --> 00:07:43.300
that it probably has felt, I don't know,

00:07:43.300 --> 00:07:46.670
maybe a little bit lonely
at times for staff members,

00:07:46.670 --> 00:07:50.740
or how do you think about
balancing your messaging?

00:07:50.740 --> 00:07:52.250
And I'm struggling with
the same thing, right?

00:07:52.250 --> 00:07:55.260
I mean, I've got customers,
I've got board members,

00:07:55.260 --> 00:07:57.929
investors, my team, my management team.

00:07:57.929 --> 00:07:59.730
And I guess, how do you think

00:07:59.730 --> 00:08:02.640
about prioritizing your communication

00:08:02.640 --> 00:08:05.380
and that kind of crisis response

00:08:05.380 --> 00:08:08.423
across those stakeholders in
such a short amount of time?

00:08:11.700 --> 00:08:13.273
You're on mute right now.

00:08:14.190 --> 00:08:15.260
So if you come off mute,

00:08:15.260 --> 00:08:18.690
- Yep, hopefully the sound
will be a little better,

00:08:18.690 --> 00:08:20.560
as I move forward.

00:08:20.560 --> 00:08:23.380
Brent, I think that's, as
I was speaking earlier,

00:08:23.380 --> 00:08:25.860
I think the way we organized
ourselves as a team

00:08:25.860 --> 00:08:26.760
while I was sitting

00:08:26.760 --> 00:08:30.926
on university broader contextual issues,

00:08:30.926 --> 00:08:34.810
(crackling drowns down
speaker)and governance issues,

00:08:34.810 --> 00:08:37.630
my team was also meeting on a daily basis

00:08:37.630 --> 00:08:41.040
where we were able to
really address those issues

00:08:41.040 --> 00:08:43.360
and to divide responsibilities.

00:08:43.360 --> 00:08:46.010
To give you some great examples,

00:08:46.010 --> 00:08:47.930
our head of principal gifts,

00:08:47.930 --> 00:08:52.170
took the lead in really
developing informational document

00:08:52.170 --> 00:08:53.420
for our top donors,

00:08:53.420 --> 00:08:56.490
our foundation community here in Georgia,

00:08:56.490 --> 00:09:01.490
within a days we were on
(crackling drowns down speaker)

00:09:03.328 --> 00:09:07.320
then the day after that day
(crackling drowns down speaker)

00:09:07.320 --> 00:09:09.283
from across the community.

00:09:15.150 --> 00:09:16.340
Can you hear me?

00:09:16.340 --> 00:09:17.860
- We can hear you, Josh.

00:09:17.860 --> 00:09:21.400
It looks like Mike has stopped your video

00:09:21.400 --> 00:09:24.707
to see if that helps improve the audio.

00:09:24.707 --> 00:09:25.540
- [Josh] Got it.

00:09:25.540 --> 00:09:26.373
- But let's keep going

00:09:26.373 --> 00:09:28.570
and we've got some really good
questions coming in as well,

00:09:28.570 --> 00:09:30.070
which we'll jump to.

00:09:30.070 --> 00:09:34.540
- [Josh] Okay, so we spend
a great deal of time,

00:09:34.540 --> 00:09:37.570
dividing up those responsibilities Brent

00:09:37.570 --> 00:09:39.540
with our principal gifts
team taking the lead

00:09:39.540 --> 00:09:42.370
with our top donors in
developing information sheets.

00:09:42.370 --> 00:09:44.670
That community has now
asked for that document

00:09:44.670 --> 00:09:46.930
from Emory on a weekly basis,

00:09:46.930 --> 00:09:50.810
so that we can able provide
them updates on testing,

00:09:50.810 --> 00:09:53.430
research that we're doing,
the equipment needs,

00:09:53.430 --> 00:09:56.790
and the various things
across our organization.

00:09:56.790 --> 00:09:57.740
At the same time,

00:09:57.740 --> 00:10:01.340
our VP and our AVPs
developed talking points,

00:10:01.340 --> 00:10:03.990
for our frontline development officers,

00:10:03.990 --> 00:10:06.770
initially focusing their activity

00:10:06.770 --> 00:10:11.100
inwardly on really doing
some portfolio maintenance,

00:10:11.100 --> 00:10:14.200
updating and getting their
information in the system,

00:10:14.200 --> 00:10:15.820
updating proposals,

00:10:15.820 --> 00:10:20.100
really trying to better
utilize their time internally,

00:10:20.100 --> 00:10:23.440
not being as proactive
in our gift conversations

00:10:23.440 --> 00:10:26.720
and really allowing that
to be driven by the donors.

00:10:26.720 --> 00:10:27.553
- [Brent] Yep

00:10:27.553 --> 00:10:28.470
- [Josh] We have been fortunate

00:10:28.470 --> 00:10:30.780
that we've had a few
gifts continue to close,

00:10:30.780 --> 00:10:33.400
but I'll be very candid

00:10:33.400 --> 00:10:35.940
to say that the majority
of our gift conversations

00:10:35.940 --> 00:10:39.420
in particular, at the six
figure and above level,

00:10:39.420 --> 00:10:41.283
have all but stalled at this point.

00:10:42.862 --> 00:10:44.410
- And Josh, can I note, can I just ask,

00:10:44.410 --> 00:10:47.580
because, you know, I could
see that being an opportunity

00:10:47.580 --> 00:10:49.210
to sorta not dance around that.

00:10:49.210 --> 00:10:51.310
I mean, could you proactively reach out,

00:10:51.310 --> 00:10:52.880
let's say that you were my prospect

00:10:52.880 --> 00:10:55.080
and we've been talking about a big gift,

00:10:55.080 --> 00:10:57.480
you know, Josh, I hope you're doing okay.

00:10:57.480 --> 00:11:00.290
I'm gonna assume, that
now is not the right time

00:11:00.290 --> 00:11:01.860
to keep talking about that gift.

00:11:01.860 --> 00:11:05.430
I mean, you just hit it head
on, and let them counter

00:11:05.430 --> 00:11:08.050
if it actually still is the right time

00:11:08.050 --> 00:11:09.150
or you just (mumbles)?

00:11:10.430 --> 00:11:11.760
- [Josh] No, absolutely Brent.

00:11:11.760 --> 00:11:14.500
I think to the point you're making,

00:11:14.500 --> 00:11:18.210
again we tried to in those
very early first few days,

00:11:18.210 --> 00:11:19.880
we focused our team's activity.

00:11:19.880 --> 00:11:22.190
But the next step in that process

00:11:22.190 --> 00:11:24.560
is exactly what you just outlined.

00:11:24.560 --> 00:11:27.200
We have asked people
to use this opportunity

00:11:27.200 --> 00:11:29.630
to really reach out to
all of their portfolio

00:11:29.630 --> 00:11:31.830
and their leadership volunteers,

00:11:31.830 --> 00:11:34.080
and to continue to
check into, with people.

00:11:34.080 --> 00:11:36.300
And of course, given
our healthcare system,

00:11:36.300 --> 00:11:38.670
our medical school, our
public health school,

00:11:38.670 --> 00:11:41.380
we're also providing an information sheet

00:11:41.380 --> 00:11:45.070
and trying to be a resource
for people around Covid-19,

00:11:45.070 --> 00:11:47.830
and really seeing
ourselves, we did webinars.

00:11:47.830 --> 00:11:51.430
We did a webinar for insiders, donors,

00:11:51.430 --> 00:11:52.860
schooling unit board leaders,

00:11:52.860 --> 00:11:56.700
last week we had 378 people
sign up within 24 hours.

00:11:56.700 --> 00:12:00.280
- And Josh, can I ask, had
you ever done that before?

00:12:00.280 --> 00:12:02.620
- [Josh] We had done some
but not to that extent

00:12:02.620 --> 00:12:05.700
and not with that kind
of 24 hour turnaround.

00:12:05.700 --> 00:12:08.010
Brent on top of that, we
did a Facebook live chat

00:12:08.010 --> 00:12:10.290
with one of our public
health faculty members.

00:12:10.290 --> 00:12:14.310
And in a week's time it said 52,000 views,

00:12:14.310 --> 00:12:16.780
we put him back up this past Tuesday

00:12:16.780 --> 00:12:20.570
and it's had 14,000 views
just in the last 48 hours.

00:12:20.570 --> 00:12:24.460
So you talk about shifting
to digital programming,

00:12:24.460 --> 00:12:26.070
we've already talked about

00:12:26.070 --> 00:12:27.870
that being a more significant

00:12:27.870 --> 00:12:30.370
part of our activity moving forward,

00:12:30.370 --> 00:12:33.890
in a way, in an elevated way
as compared to what it was

00:12:33.890 --> 00:12:35.820
prior to the last couple of weeks.

00:12:35.820 --> 00:12:37.860
- I love it, I was just
speaking with Brian Hastings,

00:12:37.860 --> 00:12:38.720
who's the CEO

00:12:38.720 --> 00:12:41.730
at the University of Nebraska
Foundation yesterday.

00:12:41.730 --> 00:12:44.780
And he said that, I believe
it was last Thursday,

00:12:44.780 --> 00:12:47.700
they put forth an invitation
to their top supporters

00:12:47.700 --> 00:12:50.500
to join a conversation
between him and the president

00:12:50.500 --> 00:12:52.830
or the chancellor of the Nebraska system.

00:12:52.830 --> 00:12:55.850
And they had something like 400
of their top donors tune in.

00:12:55.850 --> 00:12:58.590
They'd never done that
sort of thing before.

00:12:58.590 --> 00:13:03.400
It would have been a gala
that everybody had to come to,

00:13:03.400 --> 00:13:06.030
and so it really has been a catalyst,

00:13:06.030 --> 00:13:09.090
to hopefully reshape the
way that we communicate

00:13:09.090 --> 00:13:12.600
with our supporters across the
giving pyramid going forward.

00:13:12.600 --> 00:13:13.530
- Yep, no question.

00:13:13.530 --> 00:13:16.100
I mean, between, you know, as
I said very similar numbers,

00:13:16.100 --> 00:13:20.480
378 people showing up in 24
hours, the Facebook live chats,

00:13:20.480 --> 00:13:22.610
but we also Bent have instituted,

00:13:22.610 --> 00:13:25.870
I sent out an email to our
alumni and donor community

00:13:25.870 --> 00:13:28.430
that Sunday, four or five days in.

00:13:28.430 --> 00:13:30.960
We followed that up with the
communication last Wednesday

00:13:30.960 --> 00:13:33.500
and we had another one
go out this past Tuesday.

00:13:33.500 --> 00:13:36.410
So we're trying to do
a email communication

00:13:36.410 --> 00:13:38.020
to provide updates.

00:13:38.020 --> 00:13:40.980
As you might imagine, our open
rates and click through rates

00:13:40.980 --> 00:13:44.420
are sky-high because people
are looking for information,

00:13:44.420 --> 00:13:46.010
they're also sitting home

00:13:46.010 --> 00:13:48.850
and looking for that kind of engagement.

00:13:48.850 --> 00:13:51.330
But we're going beyond Covid-19, right?

00:13:51.330 --> 00:13:53.820
We're also looking at
this as an opportunity

00:13:53.820 --> 00:13:55.470
to put out other content.

00:13:55.470 --> 00:13:58.730
We've got, as most universities do,

00:13:58.730 --> 00:14:02.700
experts in various fields,
and people are sitting home.

00:14:02.700 --> 00:14:05.820
So we're trying, we just
yesterday announced the series of,

00:14:05.820 --> 00:14:08.220
I believe it was six different webinars.

00:14:08.220 --> 00:14:11.440
Again, not something we
had traditionally done,

00:14:11.440 --> 00:14:13.450
over the next four weeks,

00:14:13.450 --> 00:14:17.640
to engage people more
through digital engagement

00:14:17.640 --> 00:14:18.943
in the coming weeks ahead.

00:14:19.910 --> 00:14:20.743
- I love it.

00:14:20.743 --> 00:14:23.443
And Mike, if you could make me,

00:14:24.700 --> 00:14:28.010
if you could enable me to
share my screen if possible.

00:14:28.010 --> 00:14:29.250
If you can't, that's okay.

00:14:29.250 --> 00:14:32.030
But I just did wanna
highlight as well that,

00:14:32.030 --> 00:14:34.480
Josh, you yourself put out a video,

00:14:34.480 --> 00:14:36.340
to your donor population,

00:14:36.340 --> 00:14:40.340
and if we can't share that
right now, we will link to it.

00:14:40.340 --> 00:14:43.163
But, or Mike, maybe you
could google it as well.

00:14:45.850 --> 00:14:47.510
I loved that you did that,

00:14:47.510 --> 00:14:51.060
and it was also a very
relaxed kind of format.

00:14:51.060 --> 00:14:53.750
And just what was the catalyst

00:14:53.750 --> 00:14:56.600
for you to put out that message?

00:14:56.600 --> 00:14:58.103
And it is right on the,

00:14:58.970 --> 00:15:02.010
it's called an update
from Josh Newton, Mike.

00:15:02.010 --> 00:15:05.600
If you want me to share
those, yeah, it's right here.

00:15:05.600 --> 00:15:07.320
Thanks everybody for rolling with us.

00:15:07.320 --> 00:15:10.103
But hopefully you all can
see that now on my screen.

00:15:11.030 --> 00:15:13.230
- Uncertain time for all of us.

00:15:13.230 --> 00:15:14.180
- So I won't play it.

00:15:14.180 --> 00:15:16.190
But I love this Josh,

00:15:16.190 --> 00:15:18.140
because what you shared here,

00:15:18.140 --> 00:15:22.890
basically is what the university
is doing, what's going on.

00:15:22.890 --> 00:15:26.950
It's the same version of
what I've seen in text format

00:15:26.950 --> 00:15:28.730
from so many of your peers.

00:15:28.730 --> 00:15:31.150
What was the catalyst
for you to make a video,

00:15:31.150 --> 00:15:32.070
how did you do that,

00:15:32.070 --> 00:15:35.650
and any perspective on
how it was received?

00:15:35.650 --> 00:15:38.020
- [Josh] Yeah, I mean it was a desire

00:15:38.020 --> 00:15:43.020
to provide a little more
higher touch to our community.

00:15:43.150 --> 00:15:45.970
Clearly we're all being
bombarded with emails

00:15:45.970 --> 00:15:49.820
and information and we're doing
that as well as I had noted,

00:15:49.820 --> 00:15:51.780
but trying to have the opportunity

00:15:51.780 --> 00:15:55.800
to really get in front of people
and of course, no surprise,

00:15:55.800 --> 00:15:58.720
I was bombarded last
night after that went out

00:15:58.720 --> 00:16:00.430
and this morning with lovely notes

00:16:00.430 --> 00:16:04.150
from people that I know
in our alumni community

00:16:04.150 --> 00:16:07.030
around the country, and people thanking me

00:16:07.030 --> 00:16:10.200
for just being a calm voice as they said,

00:16:10.200 --> 00:16:11.033
during all of this.

00:16:11.033 --> 00:16:13.240
But it really was just intended

00:16:13.240 --> 00:16:15.140
to try to get out in
front of our community

00:16:15.140 --> 00:16:19.650
in a different way, and to
engage with them during this time

00:16:19.650 --> 00:16:21.840
where we know everything that
we're gonna be doing with them

00:16:21.840 --> 00:16:23.900
for the most part will be digital.

00:16:23.900 --> 00:16:25.570
- I would encourage the audience

00:16:25.570 --> 00:16:28.350
to just google that, update
from Josh Newton an watch it.

00:16:28.350 --> 00:16:30.390
It's about a minute and 30 seconds.

00:16:30.390 --> 00:16:32.680
And if your lead, if you're in a position

00:16:32.680 --> 00:16:36.690
to encourage your leadership
team to do that sort of thing,

00:16:36.690 --> 00:16:37.960
it really does stand out

00:16:37.960 --> 00:16:40.270
from some of the more written responses

00:16:40.270 --> 00:16:42.630
that you might see come out of a,

00:16:42.630 --> 00:16:47.630
from a communications and a
public relations perspective.

00:16:47.680 --> 00:16:49.150
I do wanna be sensitive of time.

00:16:49.150 --> 00:16:51.240
We have some really good
questions coming in Josh.

00:16:51.240 --> 00:16:54.487
There's one here from Miro that,

00:16:54.487 --> 00:16:58.500
"I'm curious about and I wasn't
actually familiar with this.

00:16:58.500 --> 00:17:01.250
So if you are great, if not,

00:17:01.250 --> 00:17:02.560
we'll do some followup research.

00:17:02.560 --> 00:17:05.757
But Miro asked, "If the
stimulus package passes,

00:17:05.757 --> 00:17:07.067
"which I believe it has now,

00:17:07.067 --> 00:17:09.727
"it contains a provision for 2020,

00:17:09.727 --> 00:17:12.547
"that allows donors to
deduct charitable cash gifts

00:17:12.547 --> 00:17:16.187
"up to 100% of adjusted gross income.

00:17:16.187 --> 00:17:18.780
"Will you use that to
leverage major gift asks?"

00:17:18.780 --> 00:17:20.400
Are you familiar with that, Josh,

00:17:20.400 --> 00:17:25.400
or any other implications
from a stimulus perspective?

00:17:25.550 --> 00:17:27.870
- [Josh] I'm not aware of that specific

00:17:27.870 --> 00:17:28.703
and that's interesting.

00:17:28.703 --> 00:17:30.380
I was on a executive committee call

00:17:30.380 --> 00:17:32.260
of our board of trustees this morning,

00:17:32.260 --> 00:17:34.270
where our head of governmental relations

00:17:34.270 --> 00:17:37.240
actually walked through
the stimulus package,

00:17:37.240 --> 00:17:38.640
I guess it's been through the Senate,

00:17:38.640 --> 00:17:42.260
the House will vote tomorrow
at 9:00 A.M.so I understand.

00:17:42.260 --> 00:17:45.940
And yet she did not
highlight that when obviously

00:17:45.940 --> 00:17:48.290
with a massive healthcare
system like ours.

00:17:48.290 --> 00:17:49.560
A lot of her points

00:17:49.560 --> 00:17:51.320
that she put out of the stimulus package

00:17:51.320 --> 00:17:52.860
were focused on that.

00:17:52.860 --> 00:17:54.260
But I can certainly tell you

00:17:54.260 --> 00:17:56.560
just in a quick reaction to that,

00:17:56.560 --> 00:17:58.900
I certainly would leverage that,

00:17:58.900 --> 00:18:01.030
as I think about moving forward.

00:18:01.030 --> 00:18:03.660
None of us know in three
months or six months

00:18:03.660 --> 00:18:05.400
where the market is gonna be,

00:18:05.400 --> 00:18:07.930
or how it may actually flip to our favor.

00:18:07.930 --> 00:18:12.590
And for me, I think that as we step back

00:18:12.590 --> 00:18:15.134
and get continue
conversations and engagement,

00:18:15.134 --> 00:18:19.470
with our top end donors, as
well as our broad based-donors,

00:18:19.470 --> 00:18:22.850
I would certainly wanna leverage
that type of a resource.

00:18:22.850 --> 00:18:25.320
And I would see that
very much as a resource

00:18:25.320 --> 00:18:29.150
for us to engage with our major
and principal gift donors.

00:18:29.150 --> 00:18:32.970
Once all this is behind us,
in a very thoughtful way,

00:18:32.970 --> 00:18:37.100
much like we would, Brent
have leveraged IRA rollovers,

00:18:37.100 --> 00:18:40.140
when it was year to year before
that was passed permanently.

00:18:40.140 --> 00:18:42.320
I would certainly take something like that

00:18:42.320 --> 00:18:46.790
in my stimulus bill, and target
certain donor populations,

00:18:46.790 --> 00:18:51.180
and thoughtful and creative
ways to elevate giving,

00:18:51.180 --> 00:18:52.550
actually and particularly

00:18:52.550 --> 00:18:53.940
in supporting some of these things.

00:18:53.940 --> 00:18:55.680
I mean, we have people now saying,

00:18:55.680 --> 00:18:59.120
what are you guys doing in
drug discovery and research?

00:18:59.120 --> 00:19:00.550
An area where we had not been

00:19:00.550 --> 00:19:03.040
as successful in our fundraising before,

00:19:03.040 --> 00:19:06.700
and I see some of that
changing significantly

00:19:06.700 --> 00:19:10.260
post this crisis, where people
are gonna wanna be invested

00:19:10.260 --> 00:19:13.530
in some things that maybe weren't
on their radar previously.

00:19:13.530 --> 00:19:14.620
- Love it.

00:19:14.620 --> 00:19:15.810
Really tactical question,

00:19:15.810 --> 00:19:18.470
what constituency segments
did your video go to?

00:19:18.470 --> 00:19:21.920
Was it the whole Emory,
alumni and donor community?

00:19:21.920 --> 00:19:25.920
- [Josh] Correct, so
alumni, donors and friends

00:19:25.920 --> 00:19:27.580
of the university.

00:19:27.580 --> 00:19:29.480
In fact I received a note from a friend

00:19:29.480 --> 00:19:31.270
who I didn't even know
was on our mailing list,

00:19:31.270 --> 00:19:33.770
who had gotten the note so clearly

00:19:33.770 --> 00:19:37.200
from our database standpoint.

00:19:37.200 --> 00:19:38.930
It's an alumni newsletter,

00:19:38.930 --> 00:19:42.030
but it was shared broadly
with our constituency.

00:19:42.030 --> 00:19:43.313
- Yup, great.

00:19:44.910 --> 00:19:47.040
Here's an interesting
question from Adam Fentress

00:19:47.040 --> 00:19:48.210
at the University of Virginia.

00:19:48.210 --> 00:19:50.140
While a lot of the focus
the last couple of weeks

00:19:50.140 --> 00:19:51.850
has been on updating donors, right?

00:19:51.850 --> 00:19:54.850
Take care of the existing
portfolio check-in,

00:19:54.850 --> 00:19:59.600
it pose perhaps on some
of the solicitation,

00:19:59.600 --> 00:20:03.270
at the same time, Adam is curious,

00:20:03.270 --> 00:20:05.200
when do you think it's appropriate

00:20:05.200 --> 00:20:08.670
to start having active
discovery conversations?

00:20:08.670 --> 00:20:11.060
How do you do that tactfully?

00:20:11.060 --> 00:20:12.390
You know, for somebody in Adam's role,

00:20:12.390 --> 00:20:15.970
you can't just sorta sit
around and wait too long,

00:20:15.970 --> 00:20:17.190
or do you have to.

00:20:17.190 --> 00:20:19.170
So you talked about phase one

00:20:19.170 --> 00:20:21.630
really being just crisis response,

00:20:21.630 --> 00:20:24.030
setting up the infrastructure
to run your office,

00:20:24.030 --> 00:20:26.130
your organization, the university.

00:20:26.130 --> 00:20:28.792
Now you're in this refocus
and recalibrate phase,

00:20:28.792 --> 00:20:33.170
if you were Adam, how
would you think about that?

00:20:33.170 --> 00:20:34.560
- [Josh] Yeah, no, Brent, great question.

00:20:34.560 --> 00:20:36.410
I can use a real life example,

00:20:36.410 --> 00:20:38.040
prior to two weeks ago,

00:20:38.040 --> 00:20:40.700
I was in a conversation
with two different donors.

00:20:40.700 --> 00:20:43.110
Both had committed a million dollar gift.

00:20:43.110 --> 00:20:45.430
And in both cases,

00:20:45.430 --> 00:20:50.050
I had shared the gift agreement
as a draft with the donors,

00:20:50.050 --> 00:20:52.400
but we had not mailed the final copies.

00:20:52.400 --> 00:20:55.035
I was teed up to reach out
to both of them to say,

00:20:55.035 --> 00:20:56.680
are we ready to move forward

00:20:56.680 --> 00:21:00.180
with final drafts and signatures?

00:21:00.180 --> 00:21:03.560
And to your point earlier,
that we were getting to,

00:21:03.560 --> 00:21:05.560
I reached out to both those individuals,

00:21:05.560 --> 00:21:09.100
but I basically checked in
and said, how are you doing?

00:21:09.100 --> 00:21:12.750
One of them said, "I'm doing great."

00:21:12.750 --> 00:21:16.550
Actually, this particular
donor, said that he believed

00:21:16.550 --> 00:21:21.550
that he was in the 12th day
of having coronavirus himself.

00:21:21.770 --> 00:21:25.637
And he said, "Have you mailed
me the gift agreement yet?

00:21:25.637 --> 00:21:28.700
"We're ready to get that
signed, we wanna get it done."

00:21:28.700 --> 00:21:31.140
He did it and he scanned it and mailed it,

00:21:31.140 --> 00:21:33.010
emailed it back to me yesterday,

00:21:33.010 --> 00:21:37.640
and told me that the first check
for $200,000 is on the way.

00:21:37.640 --> 00:21:41.060
The other donor I called and
had the same conversation with,

00:21:41.060 --> 00:21:43.420
and they are just sideways with this,

00:21:43.420 --> 00:21:45.300
and really overwhelmed,

00:21:45.300 --> 00:21:48.410
a lot of things going on
in their family with work.

00:21:48.410 --> 00:21:50.570
And there was no talk of gift agreement.

00:21:50.570 --> 00:21:52.640
They were not in the
mood to talk about it,

00:21:52.640 --> 00:21:55.300
they did not wanna move
that conversation forward.

00:21:55.300 --> 00:21:56.133
And Brent to me,

00:21:56.133 --> 00:21:58.300
that's the work we do
in this business, right?

00:21:58.300 --> 00:22:00.730
That we engage with our donors,

00:22:00.730 --> 00:22:04.150
we build these relationships
and we listen, right?

00:22:04.150 --> 00:22:06.600
And in one case, the donor
was very much wanting

00:22:06.600 --> 00:22:09.950
to move the conversation forward, and did.

00:22:09.950 --> 00:22:12.696
And yet in the other conversation,

00:22:12.696 --> 00:22:15.530
it was very clear to me,

00:22:15.530 --> 00:22:18.730
that pushing on that particular
part of our dialogue,

00:22:18.730 --> 00:22:21.710
because obviously that had
been much of our conversation

00:22:21.710 --> 00:22:25.410
over the last several weeks,
was not something I did.

00:22:25.410 --> 00:22:27.470
So I think that is,

00:22:27.470 --> 00:22:30.380
for me, an example of how
I will go about my work

00:22:30.380 --> 00:22:32.290
over the weeks ahead,

00:22:32.290 --> 00:22:35.150
at least until we come up
the other side of this.

00:22:35.150 --> 00:22:37.600
And again, I, like
probably the rest of us,

00:22:37.600 --> 00:22:39.427
I'm watching the market on a daily basis.

00:22:39.427 --> 00:22:40.480
- [Brent] Right.

00:22:40.480 --> 00:22:42.380
- You know if the market bounces,

00:22:42.380 --> 00:22:44.280
I'm willing to be a
little more aggressive,

00:22:44.280 --> 00:22:47.150
six weeks from now, in
terms of the conversation.

00:22:47.150 --> 00:22:50.950
The market is still flat
and down six, 7,000 points,

00:22:50.950 --> 00:22:53.810
depending on the type of
donor I'm working with,

00:22:53.810 --> 00:22:55.100
I might continue to have that,

00:22:55.100 --> 00:22:56.720
how are we doing conversation,

00:22:56.720 --> 00:22:58.840
and let them drive a little bit

00:22:58.840 --> 00:23:00.340
in terms of how they're thinking

00:23:00.340 --> 00:23:03.600
about the gift conversation before I push.

00:23:03.600 --> 00:23:07.040
Again, the market's rebounding,
we're in a different place.

00:23:07.040 --> 00:23:08.710
I'm probably gonna be a
little more aggressive

00:23:08.710 --> 00:23:09.560
in those conversations.

00:23:09.560 --> 00:23:11.090
- [Brent] Yeah.
- [Josh] So that's

00:23:11.090 --> 00:23:11.990
just a little look into

00:23:11.990 --> 00:23:15.520
how I personally think about
those kinds of conversations,

00:23:15.520 --> 00:23:17.090
and approach it in my own work.

00:23:17.090 --> 00:23:18.030
- That's fair.

00:23:18.030 --> 00:23:20.150
As you're think about
different segments that donors,

00:23:20.150 --> 00:23:22.797
we had a question come
in, where somebody wrote,

00:23:22.797 --> 00:23:25.177
"Yay Josh, how can we continue

00:23:25.177 --> 00:23:27.137
"to engage our older donors prospects

00:23:27.137 --> 00:23:30.540
"who are unable to use video
chat or attend virtual events?"

00:23:30.540 --> 00:23:35.420
And I just, I read that, and
I just wonder how many people

00:23:35.420 --> 00:23:37.910
are really like that at this point.

00:23:37.910 --> 00:23:41.520
When you think about how
grandparents and great grandparents

00:23:41.520 --> 00:23:45.920
are forcing to, being forced
to adopt new technology

00:23:45.920 --> 00:23:47.403
just like the rest of us,

00:23:48.790 --> 00:23:51.300
do you have a concern about being unable

00:23:51.300 --> 00:23:54.553
to reach a certain
demographic through digital?

00:23:55.890 --> 00:23:57.130
- [Josh] Yes and no.

00:23:57.130 --> 00:23:58.220
I mean, Brent for me,

00:23:58.220 --> 00:24:01.960
is I'm gonna offer digital to
everyone regardless of age.

00:24:01.960 --> 00:24:03.580
You know, it's the 84 year old

00:24:03.580 --> 00:24:07.575
who probably texts me more
than any one of my prospects.

00:24:07.575 --> 00:24:09.560
(Brent drowns down speaker) not email,

00:24:09.560 --> 00:24:11.130
I'm getting text constantly,

00:24:11.130 --> 00:24:14.040
- [Brent] All right.
- For this 84 year old donor.

00:24:14.040 --> 00:24:15.810
And yet, you know,

00:24:15.810 --> 00:24:19.810
I've got a 55 year old
on a call I was just on,

00:24:19.810 --> 00:24:21.300
he couldn't figure out
how to get their video

00:24:21.300 --> 00:24:23.510
to work for our meeting.

00:24:23.510 --> 00:24:26.460
So what I tried to do
is offer the technology,

00:24:26.460 --> 00:24:28.810
and yet through our consistent work

00:24:28.810 --> 00:24:30.630
with portfolio management,

00:24:30.630 --> 00:24:33.110
encourage our gift officers to reach out

00:24:33.110 --> 00:24:35.500
to everyone in their portfolio.

00:24:35.500 --> 00:24:38.660
And yes, for whatever reason,
Brent in our business,

00:24:38.660 --> 00:24:40.500
picking up the phone seems to be the thing

00:24:40.500 --> 00:24:41.950
that's the hardest to do.

00:24:41.950 --> 00:24:43.950
It's real easy to send that email,

00:24:43.950 --> 00:24:47.020
it seems now easier even to get on zoom.

00:24:47.020 --> 00:24:48.230
But picking up that phone

00:24:48.230 --> 00:24:49.570
is something I think we're gonna have

00:24:49.570 --> 00:24:52.680
to do during this period,
just to make sure.

00:24:52.680 --> 00:24:55.320
And I think we're gonna
learn who's showing up.

00:24:55.320 --> 00:24:58.640
But I'll tell you in those 378 people,

00:24:58.640 --> 00:25:01.500
a couple of weeks ago, you
would've been surprised

00:25:01.500 --> 00:25:04.320
if we probably would have
done an age demographic sort,

00:25:04.320 --> 00:25:07.940
at the number of older donors,

00:25:07.940 --> 00:25:10.990
who actually joined in for that call

00:25:10.990 --> 00:25:12.370
and for that zoom that we did.

00:25:12.370 --> 00:25:15.640
So I think we have to be
a little more flexible

00:25:15.640 --> 00:25:17.640
and give our folks a little more credit.

00:25:18.740 --> 00:25:19.690
- Completely agree.

00:25:20.980 --> 00:25:23.180
I guess, what am I missing?

00:25:23.180 --> 00:25:24.980
What are the other hot topics,

00:25:24.980 --> 00:25:26.653
you've mentioned before,

00:25:27.940 --> 00:25:30.800
you've got a really strong network through

00:25:30.800 --> 00:25:33.260
just how connected advancement leaders

00:25:33.260 --> 00:25:34.800
are around the country,

00:25:34.800 --> 00:25:36.590
everybody sort of knows everybody,

00:25:36.590 --> 00:25:39.230
but are there other ideas you've heard of

00:25:39.230 --> 00:25:42.490
or peers that you're collaborating with

00:25:42.490 --> 00:25:45.140
where you're frankly turning
to for advice right now?

00:25:46.510 --> 00:25:48.040
- [Josh] Yeah, I think Brent, you know,

00:25:48.040 --> 00:25:50.790
one of the things that
I've seen a lot of us doing

00:25:50.790 --> 00:25:53.410
that for me, I mean, we did obviously,

00:25:53.410 --> 00:25:55.040
I guess it goes without saying,

00:25:55.040 --> 00:25:57.910
cancel our upcoming
Giving Day on April 2nd.

00:25:57.910 --> 00:26:00.370
And yet so much of our work continues

00:26:00.370 --> 00:26:02.110
to focus on building our base, right?

00:26:02.110 --> 00:26:04.300
We're all concerned about,

00:26:04.300 --> 00:26:07.210
well, and many of our presidents
and provosts and deans

00:26:07.210 --> 00:26:10.840
are concerned about alumni
donor accounts and the like.

00:26:10.840 --> 00:26:14.310
So how do you address something
like that in this moment?

00:26:14.310 --> 00:26:16.560
And I think we have to be flexible

00:26:16.560 --> 00:26:18.880
in how we approach those conversations.

00:26:18.880 --> 00:26:22.580
So yes, we have our hardship
funds for our students,

00:26:22.580 --> 00:26:24.400
faculty, and staff.

00:26:24.400 --> 00:26:25.520
But one of the things

00:26:25.520 --> 00:26:27.560
that has really ignited people on our side

00:26:27.560 --> 00:26:29.740
is we, because of our health system,

00:26:29.740 --> 00:26:33.480
we have a healthcare workers
working around the clock.

00:26:33.480 --> 00:26:36.430
And we were spending a ton of money

00:26:36.430 --> 00:26:38.280
feeding our healthcare workers.

00:26:38.280 --> 00:26:42.810
We have had donor step
forward, alumni friends alike,

00:26:42.810 --> 00:26:45.500
not only to support initiatives like that

00:26:45.500 --> 00:26:49.250
for whom that never would have
been a solicitation strategy,

00:26:49.250 --> 00:26:52.480
to the point that we
now have people offering

00:26:52.480 --> 00:26:56.240
to support box meals for a family of four,

00:26:56.240 --> 00:26:57.290
for the healthcare workers

00:26:57.290 --> 00:26:59.310
to be able to take home to their families.

00:26:59.310 --> 00:27:02.530
So you find yourself even
going beyond the margins

00:27:02.530 --> 00:27:05.330
of what you ordinarily
might've considered,

00:27:05.330 --> 00:27:07.830
and the populations that
you might've considered

00:27:07.830 --> 00:27:11.270
offering those kind of
philanthropic opportunities too

00:27:11.270 --> 00:27:13.080
because of the moment.

00:27:13.080 --> 00:27:15.600
And to me, I'm trying to give,

00:27:15.600 --> 00:27:17.510
I mean, and if you look at the video,

00:27:17.510 --> 00:27:18.990
really what I talked about is,

00:27:18.990 --> 00:27:20.940
people are looking for
an outlet right now.

00:27:20.940 --> 00:27:22.210
They're looking for an outlet

00:27:22.210 --> 00:27:25.040
in terms of a way to be a part of this.

00:27:25.040 --> 00:27:27.320
You know, can I make a
mask on my sewing machine?

00:27:27.320 --> 00:27:30.140
And some communities I've
been seeing on the news.

00:27:30.140 --> 00:27:32.900
Or can I provide food
to healthcare workers

00:27:32.900 --> 00:27:35.820
or support a student
who's come on hard times

00:27:35.820 --> 00:27:38.520
because of this, or a faculty member?

00:27:38.520 --> 00:27:42.935
So we're trying to be adaptable
in how we think about that.

00:27:42.935 --> 00:27:46.020
And again, we've done
it mostly through social

00:27:46.020 --> 00:27:50.090
rather than hard push out
emails for solicitations,

00:27:50.090 --> 00:27:51.820
but that'll come in the days ahead.

00:27:51.820 --> 00:27:54.140
We will be a little more aggressive

00:27:54.140 --> 00:27:56.910
in actually pushing out
those communications,

00:27:56.910 --> 00:27:58.390
rather than just having them

00:27:58.390 --> 00:28:00.720
as a part of our social messaging.

00:28:00.720 --> 00:28:02.990
It actually will be
more direct solicitation

00:28:02.990 --> 00:28:04.510
to our constituency.

00:28:04.510 --> 00:28:07.480
- Josh, let me ask you one
final question that came in.

00:28:07.480 --> 00:28:09.727
Somebody wrote, "Great response
or great question Adam.

00:28:09.727 --> 00:28:12.527
"Before this really blew up
when I suggested virtual visits

00:28:12.527 --> 00:28:14.137
"to a few of our regional DOs,

00:28:14.137 --> 00:28:16.407
"I was met with looks like I was crazy.

00:28:16.407 --> 00:28:19.717
"And so you've always
been willing to innovate

00:28:19.717 --> 00:28:21.067
"and test new concepts,

00:28:21.067 --> 00:28:23.197
"but at the same time you recognize,

00:28:23.197 --> 00:28:25.047
"that it isn't like that everywhere.

00:28:25.047 --> 00:28:27.927
"And what advice would you have

00:28:27.927 --> 00:28:30.520
"around how to embrace
this moment of change?"

00:28:30.520 --> 00:28:33.360
I mean, this is really a rare opportunity

00:28:33.360 --> 00:28:34.410
where all of a sudden things

00:28:34.410 --> 00:28:37.600
that seem crazy two weeks
ago or the new normal.

00:28:37.600 --> 00:28:39.450
And what kind of attitude do you want

00:28:39.450 --> 00:28:40.950
from your colleagues right now?

00:28:40.950 --> 00:28:42.240
I mean, what would you recommend

00:28:42.240 --> 00:28:44.500
others try to do in this moment?

00:28:44.500 --> 00:28:46.800
- Yeah, that's a great question, Brent.

00:28:46.800 --> 00:28:48.260
I'm glad it came up.

00:28:48.260 --> 00:28:50.030
The leadership team on my team,

00:28:50.030 --> 00:28:52.080
was actually discussing virtual visits

00:28:52.080 --> 00:28:53.930
and how we start to think about that.

00:28:54.890 --> 00:28:57.320
And we're about to move forward.

00:28:57.320 --> 00:28:59.800
And again, if some of
my team is on the call,

00:28:59.800 --> 00:29:00.920
they're gonna hear some thing.

00:29:00.920 --> 00:29:04.470
But we actually talked
about the virtual visit

00:29:04.470 --> 00:29:05.610
at the leadership team.

00:29:05.610 --> 00:29:09.550
At the same time, our three
AVPs, managing our school-based,

00:29:09.550 --> 00:29:11.010
and unit based teams,

00:29:11.010 --> 00:29:13.630
came forward with a memo
to the leadership team

00:29:13.630 --> 00:29:17.160
to essentially recommend
the exact same thing.

00:29:17.160 --> 00:29:20.380
So we will be implementing
a new visit class

00:29:20.380 --> 00:29:21.790
called virtual visit.

00:29:21.790 --> 00:29:24.740
And again, this is gonna
change our work going forward

00:29:24.740 --> 00:29:26.930
because that'll be a
permanent visit class,

00:29:26.930 --> 00:29:29.053
and it'll be counted equal to a visit.

00:29:29.930 --> 00:29:34.120
So we're putting in
those types of you know,

00:29:34.120 --> 00:29:36.950
in the moment, new processes

00:29:36.950 --> 00:29:41.600
and ways of thinking about our
work, and yet the need those,

00:29:41.600 --> 00:29:44.240
that work to still be substantive,

00:29:44.240 --> 00:29:46.410
remains a part of the conversation.

00:29:46.410 --> 00:29:47.243
- Awesome.

00:29:47.243 --> 00:29:48.470
Josh, thank you for your time.

00:29:48.470 --> 00:29:51.500
Everyone, I'd encourage you
to look Josh up on LinkedIn.

00:29:51.500 --> 00:29:52.720
Feel free to connect with me.

00:29:52.720 --> 00:29:54.640
He's also a on Instagram,

00:29:54.640 --> 00:29:57.470
he does a great job on
social media showcasing

00:29:57.470 --> 00:29:59.840
what's going on in the Emory community,

00:29:59.840 --> 00:30:02.710
and of course email addresses
are available as well.

00:30:02.710 --> 00:30:06.630
Josh, thanks for being
able to nimbly adapt

00:30:06.630 --> 00:30:08.850
to our video bandwidth issues,

00:30:08.850 --> 00:30:11.960
and appreciate you taking time today,

00:30:11.960 --> 00:30:14.490
and best wishes as you and
your colleagues continue

00:30:14.490 --> 00:30:16.280
to navigate these times.

00:30:16.280 --> 00:30:17.670
- Absolutely my pleasure Brent.

00:30:17.670 --> 00:30:19.350
Sorry about the sound
issues at the beginning,

00:30:19.350 --> 00:30:21.250
but pleased to do this.

00:30:21.250 --> 00:30:22.350
- All good, take care.

00:30:24.650 --> 00:30:26.360
For everybody else who's still listening,

00:30:26.360 --> 00:30:29.700
this is a series that we're trying to host

00:30:29.700 --> 00:30:31.500
as we all figure this out together.

00:30:31.500 --> 00:30:33.540
We've got another session upcoming,

00:30:33.540 --> 00:30:35.840
with Julie Craig who runs

00:30:35.840 --> 00:30:38.810
Prospect Analytics and
Research at Kansas State,

00:30:38.810 --> 00:30:39.960
along with Dan Stevens,

00:30:39.960 --> 00:30:42.470
who's the Co-founder and
VP of Business Development

00:30:42.470 --> 00:30:44.140
at Windfall, which is an ever true partner

00:30:44.140 --> 00:30:46.420
focused on a net worth estimates.

00:30:46.420 --> 00:30:48.050
And we really wanna just try to

00:30:48.050 --> 00:30:49.920
help provide a point of view,

00:30:49.920 --> 00:30:52.080
given the stock market turbulence,

00:30:52.080 --> 00:30:56.630
how do we start thinking
about any potential updates

00:30:56.630 --> 00:31:01.260
to how we might approach a
solicitation gift amount,

00:31:01.260 --> 00:31:05.820
and what those fluctuations
might mean for a gift potential.

00:31:05.820 --> 00:31:08.540
And so that's an area that
I wanna learn more about

00:31:08.540 --> 00:31:09.940
and hopefully you'll join us as well,

00:31:09.940 --> 00:31:12.870
that's on Tuesday at 3:00 P.M. Eastern.

00:31:12.870 --> 00:31:14.550
And please check out our resources.

00:31:14.550 --> 00:31:17.840
We're continually updating our remote work

00:31:17.840 --> 00:31:20.620
as we get great case studies
from you and your peers.

00:31:20.620 --> 00:31:23.100
If you have neat ideas that are emerging

00:31:23.100 --> 00:31:24.470
and I should have showcased,

00:31:24.470 --> 00:31:28.240
Josh and his team had an
incredible St. Patrick's day party

00:31:28.240 --> 00:31:30.670
as they were all figuring
out zoom together.

00:31:30.670 --> 00:31:33.610
But if you've got good
examples, shoot us a note.

00:31:33.610 --> 00:31:36.410
We will feature them as well
as we all learn together.

00:31:36.410 --> 00:31:38.200
Thank you have a terrific afternoon.

00:31:38.200 --> 00:31:39.973
We appreciate your time, cheers.