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donor advised fund

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Why your wealthy donors love donor advised funds and why you should care

Donor Advised Funds… There are plenty of people who don’t like ’em. They say that they are holding pens for dollars that should be distributed… Read More


Growth of Donor Advised Funds

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It’s time for the nonprofit sector to stop whining about Donor Advised Funds

I’m getting really tired of hearing people complain about donor advised funds. For instance, it was reported by the Chronicle of Philanthropy that dollars put… Read More


The number one reason why you aren’t getting your share of dollars from donor advised funds

According to Fidelity Charitable, most donor-advised fund account holders included or will include a bequest in their estate plans. You might not think that matters… Read More


6 Ways You Should Suggest Your Donors Use Their Donor Advised Funds

1. For memorials Let donors know that they can turn their Donor Advised Fund into a sort of “memorial fund” to honor a late spouse, family… Read More


3 Big New Stats You Need to Know About Donor Advised Funds from Fidelity Charitable

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What you need to know about Donor-Advised Funds in 2020 recording

Donor-advised Funds Are Misunderstood, Bound to Be Regulated, and Not Going Anywhere

“Have you read this one?” “Zach, hold on I didn’t even finish the other articles you sent me yet.” I guess I was being a… Read More


MarketSmart’s “How-to” Guide for Donor-Advised Funds (DAFs)

Click here for the free comprehensive guide for donor-advised funds. Trends come and go, but donor-advised funds are forever. I’m not quite sure that’s the… Read More


Donor-Advised Funds: The Ultimate Guide for Nonprofits

When it comes to “hot” topics in the nonprofit sector, none may be more prevalent than donor-advised funds (DAFs). You seemingly can’t go to any… Read More


And another thing about donor-advised funds…

I know, I disagree with many others on this issue. But the value proposition offered to donors by donor-advised funds is fair and good. It… Read More


3 simple steps to get more money from donor-advised funds (DAF's)

STEP 1- Find out who has a donor-advised fund (among your supporters, advocates, donors, members, alumni, subscribes, etc.) 80% of your problem will be solved… Read More


Two steps to make the best of donor-advised funds

1. Uncover who among your supporters has a donor advised fund. Just ask them the very simple question: Do you have a donor advised fund? 2…. Read More


The 8 core components of engagement fundraising and why you desperately need them

Most fundraising is based on what I call “single shot” strategies. For instance, it’s an event, gala or golf outing. Or, perhaps it’s a mailing,… Read More


7 reasons why wealth screening your donor list might be an incredibly foolish activity

Before you send me angry responses to this headline, know these two things first: What I’ve written is NOT coming just from me. I gathered… Read More


Why QUALIFYING donors might be the silver bullet you’ve been looking for

First, there’s a lot of talk about donor retention these days.  Don’t get me wrong. I believe it’s critically important to retain donors with awesome… Read More


A Glossary of Key Fundraising Terms, Jargon, and Vocabulary You Need to Know

Every profession has its fair share of jargon. Fundraising, and nonprofits in general, are no exception. Fundraising terms, acronyms, and jargon are as varied and… Read More


Only 43 Percent of Organizations Met Their Major Gift Fundraising Goals in 2019

You don’t have to be Sherlock Holmes to know that major gift fundraising is of the utmost importance. Whether it be reports from Giving USA,… Read More


Major and Legacy Gift Fundraising Is Changing… Blame Robocalls.

Relationships building is part art, part science. And, as we all know, raising major and legacy gifts is all about building meaningful relationships. Over the… Read More


Donor Surveys: The Ultimate How-to Guide for Nonprofits

Welcome! You’re about to learn A LOT about donor surveys. At MarketSmart, we’ve spent the past 10 years conducting donor surveys for our hundreds of clients…. Read More


The 8 Components of Engagement Fundraising

There are eight components of my innovative fundraising methodology: 1. Accepting the Pareto principle We’ve called it the 80/20 rule, but it’s more like the… Read More


Manually qualifying donors and Major Gift Opportunities

Manually qualifying supporters Beyond lead scoring and gift consideration, we realize there is a lot of manual qualification that you and your team complete. All… Read More


Manually change legacy gift consideration in Donor 360

Manually changing legacy gift consideration Thank you for letting us know that you needed to be able to update a supporter’s legacy gift consideration stage!… Read More


19 reasons why nonprofit donor surveys are awesome

Here are 19 reasons why nonprofit donor surveys are awesome: They help you learn about why your donors care about your mission, how their life… Read More


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