Smartideas

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

15 telephone call don'ts for major and legacy gift fundraisers

Two days ago I outlined my “do’s“. Today, here are my “don’t’s”. Both can be found here on this cheat-sheet. 15 Don’ts Be disingenuous. For… Read More


15 telephone call do's for major and legacy gift fundraisers

15 Do’s Be straightforward. Identify the reason(s) for your call. Ask great open-ended questions that encourage dialogue and show that you are sincerely interested and care… Read More


Know anyone needing a pick-me-up?

Being a fundraiser is a darn tough job! In January of 2013 the Chronicle of Philanthropy reported that “One in three executives is at best… Read More


Should you create a separate Facebook page for major (and/or planned) gifts?

In most cases I don’t recommend doing so. Instead, I think you should piggyback on your organization’s existing social media. They’ve already got the “likes”…. Read More


4 reasons to focus on major gifts (including major legacy gifts)

1. 3% of U.S. Households are responsible for 67% (2/3) of all household charity (according to the 2011 Bank of America Study of High Net… Read More


5 potentially big problems related to telemarketing for planned gifts

Here are the potential downsides to telemarketing for planned gifts: 1 – The cost could be high; 2 – The calls are usually interruptive, inconvenient and… Read More


The best 2-step plan for legacy gift marketing

1. Generate leads using social norms, family reminders and non-death-related packages Social norms = “Many of our supporters have done this too!” Family reminders =… Read More


Chasm between knowledge and ignorance in marketing and advertising

If you are spending your donors’ hard-earned cash on marketing (fundraising), you must watch this short video from one of my heroes – David Ogilvy… Read More


Your supporters want a polyamorous relationship with you and your organization

Polyamorous relationships are non-exclusive. Therefore, your supporters will cheat on you. They will cozy up to other organizations (your competitors). They will come and go when… Read More


The 3 types of planned giving prospects

1. Disclosers – For these folks (breaking into two basic categories) you need to remember that, unless their gift is irrevocable, they are still prospects. “YES, LET’S… Read More


People won’t give til’ it hurts?

Sometimes I feel like I should make a list of all the silly things I hear fundraisers say. Here’s one I heard recently that just… Read More


What your donors hear Vs. What you tell them

I love this cartoon by Gary Larson (Far Side). If you think you’re getting your message through to your supporters… think again! You’re missing big opportunities… Read More


Should your planned giving website include a calculator page?

Sometimes our new clients get all jazzed about having a calculator on their planned giving website. I guess they feel it’s important to provide a… Read More


It’s all about the "warm glow"!

Alaska’s residents are allowed to share in the revenue the state enjoys from investments in mineral royalties. In order to get their dividend, they have… Read More


Do people prefer when others pay for a nonprofits’ administrative costs?

I know, I know… Dan Pallota thinks charities need a defense council to inform the public that administrative costs are a necessary part of a… Read More


Are we sometimes asking donors the wrong questions?

In Abila’s new donor engagement report, the first question they asked donors was, “What matters most to you?” Problem is… the answers they allowed were not… Read More


Stop swapping your donor lists with other nonprofits

One thing (among so many others) that I never understood about nonprofits is why they sell or swap lists with other nonprofits. It’s usually done with… Read More


When Brand Guidelines Trump Donor-centricity You Have a Recipe For Disaster

“Make the font smaller!” That’s what the brand police told me to do. I reminded them that the supporters we were targeting for the CGA lead generation effort… Read More


Die! Die! Die! Die! Die! Die!

I just saw a video for a nonprofit’s planned giving department that made me sick. Truly nauseated.  In it, the fake actor/speaker said the word… Read More


Softening Statements: 22 effective ways to ease into difficult conversations with supporters

Softening statements help you “get your toe in the water” with difficult conversations.  They smooth out the discussion. They help supporters feel at ease. Of… Read More


The Secret: Why People Really Make Major Gifts and Bequests

So you want to know the real reason why people make major gifts and bequests? Ok. But first, I must share a quote. Confucius once… Read More


8 huge reasons why you should join our new LinkedIn fundraising group

        The new LinkedIn fundraising group is called Major and Planned Gift Marketers. It’s growing fast. Here’s why you should join: The conversations… Read More


11 props you can use to raise more money at face-to-face meetings

Your annual report (only if it has good pictures, stories about impact, and financials that show responsible use of funds) A copy of your newsletter (only… Read More


4 reasons why you should spend less time telling donor stories and more time getting your supporters to tell you their life stories

I bet you already know that each and every one of your supporters has a unique reason why they first got involved with your organization—… Read More


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