Smartideas

Straight talk about major, mid-level and legacy gift fundraising to help you be a better fundraiser

31 Donor Discovery Strategies That Sincerely Engage Wealthy Supporters

Prospect research, RFM, wealth screeners, and other hands-off/arm’s-length methods of donor discovery can only work so well. And more often than not, the people they… Read More


Why Major Donors Give – How to Tap into Their Motives and Inspire Transformational Gifts

So many nonprofits seeking major gifts keep doing what they’ve been told by the so-called experts, consultants, and traditionalists. Ask, ask, ask. Keep your metrics… Read More


Building Major Gifts Caseloads – Why Traditional Methods Fail to Accurately Qualify Donors

It’s a problem as old as fundraising. How do you find, attract, and qualify people who can give major gifts to your nonprofit organization? Many… Read More


The Days of Easy Fundraising are Over

The days of easy fundraising are over. Now we need to face up to the hard parts of securing and sustaining philanthropic confidence. I’m sorry… Read More


Two Powerful Types of Questions You Should NOT Ask Major Gift Donors Until Trust Is Established

At some point in your engagement with donors and supporters there comes a magical moment when you realize a person trusts you. At that moment,… Read More


5 Data-Driven Strategies to Increase Donor Survey Response Rates

The more you can learn about major donors before you meet them, the more effective you will be at that first meeting. A good first… Read More


Why Nonprofits Should Choose Growth-Minded Board Members Over Traditional Professionals

When choosing board members, so many nonprofits gravitate towards doctors, lawyers, and accountants. Why? I think partially because it’s easier to know that they have… Read More


How transactional donor relationships kill generosity

In nature, giving to unrelated others can be sustainable. But it requires some form of reciprocity. This need not be immediate. It need not be… Read More


Effective Fundraising Strategy is Rooted In Fundraising Fact

Everyone Is entitled to their own fundraising opinions but not their own fundraising facts. That’s what the brilliant Daniel Patrick Moynihan said, without the reference… Read More


The Ultimate Source for Fundraising Questions – From Permission to Confirmation

Questions are the most powerful tool in a fundraiser’s toolbox. More than anything else, asking good fundraising questions will build trust with donors, allow them… Read More


Why RFM Fails at Populating Fundraising Caseloads

Many nonprofits use RFM as a means to fill their fundraising caseloads with supposedly qualified prospects – people who have a good chance of becoming… Read More


Want More Gifts of Assets? Get the Wealthy to Talk about Their Wealth Assets

One of the most overlooked secrets to getting wealthy people to commit to a major gift is to simply get them talking about their wealth…. Read More


The Best Caseload Size for Gift Officers – A New Formula

What is the ideal caseload size for gift officers? A quick internet search serves up a classic example of the term ‘conventional wisdom.’ Nearly every… Read More


For Stronger Philanthropic Partnerships: Match and Share Back Stories

I wasn’t interested in many Olympic sports until someone came up with the clever idea of preceding them with insightful and inspiring stories about the… Read More


How to Get Your Team Excited about Cold Calling Supporters

Cold calling, for many fundraisers who dislike it, sits right up there with public speaking, which some surveys have found people fear more than dying…. Read More


A Prospect We Must Entertain: Recession

The word “advancement” connotes forward movement. That requires forward thinking.  Responsible leadership at both the organizational and advancement level requires bifocal vision – seeing and seizing… Read More


5 Questions to Help Identify Your Best (and Potentially Most Transformative) Major Donors in a Sea of Prospects

Some gift officers have dozens of prospects in their caseloads. Others have over a hundred. Dunbar’s number aside, we all know it’s impossible to maintain… Read More


3 Things You Must Define to Receive a $5 Million Gift

A friend of mine recently asked for a $5 Million gift. THAT’S A LOT OF MONEY! But in terms of the money required to make… Read More


Unlock Bigger Gifts – 3 Types of Questions that Position Major Donors for Maximum Generosity

Why do too many major donor prospects not give, or give far less than their giving capacity? One of the main reasons is because they… Read More


Why public gratitude and admiration are key to the donor’s hero story

Monomyth ending The universal hero story (monomyth) ends with the hero’s return. The hero returns to his original world. The return confirms his new heroic… Read More


“I’ve never told anyone this before.”

If you’re working in major gifts and you’ve never heard this, you might need to alter your approach. Many of you reading this will be… Read More


How Fundraisers Can Reconcile the Competition that Exists Between Your Donors’ & Administrators’ Hero Stories

Story conflict Advance the donor’s hero story. In major gifts fundraising, this works. It works for the donor. The donor is the hero. It works… Read More


The Greatest Worry of Newly Wealthy Families – and How Major Gift Officers Can Help

Newly Wealthy Donors Aren’t Anything Like Donors Who Come from Families with Generational Wealth They have different world views, different perspectives about money, work, and… Read More


The Faces of Philanthropy: Are They Changing?

The list below was an attempt by Forbes Magazine to capture the “faces of philanthropy” way back in 1994. It’s interesting because it is from… Read More


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