9 questions to help you determine if your results are good

MarketSmart characters
MarketSmart lightbulb icon

Greg Warner is CEO and Founder of MarketSmart, a revolutionary marketing software and services firm that helps nonprofits raise more for less. In 2012 Greg coined the phrase “Engagement Fundraising” to encapsulate his breakthrough fundraising formula for achieving extraordinary results. Using their own innovative strategies and technologies, MarketSmart helps fundraisers around the world zero in on the donors most ready to support their organizations and institutions with major and legacy gifts.

questionsSometimes we don’t want to look at the results of our marketing efforts. 
Facing them isn’t easy. Especially if they stink. But I hope you will because you can’t improve upon that which you do not measure.

If you’re up to the task, here are 9 questions you should ask yourself to determine if your planned gift marketing results are good or not:

  1. How many people visited your planned giving website last month? _______
  2. Do you know WHO visited your website? You should! And, you can! With the right technology. _______
  3. How many clicked on your emails? Stop looking at how many people opened them. Opens don’t matter. Clicks do! _______
  4. Do you know WHO clicked on your emails? You should! With the right technology. _______
  5. Do you know how many people are actively considering a legacy gift right now? You should! And, you can! With the right technology. _______
  6. Do you know how many of your supporters have NO CHILDREN? You should! And, you can! With the right technology. _______
  7. Do you know how many leads you generated last month? _______
  8. How many hidden planned gifts did you uncover? _______
  9. How many new gifts did you facilitate (close)? _______


Notify of
Inline Feedbacks
View all comments
Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!