Major Giving

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

Imagine this.

Imagine this. Since you’re reading this, I’m betting you are someone who cares deeply about helping supporters with capacity (wealthy people) realize their philanthropic dreams. You… Read More


7 Solid Reasons Why You Should Kill Your Printed Planned Giving Newsletter

I know, I know… you love your printed planned giving newsletter. After all, it’s an easy marketing option (especially if you buy them from a vendor who… Read More


5 ideas you should share with supporters to close more year-end major gifts

Whenever I see articles about year-end major gifts, they always seem to say the same things such as, “Don’t forget to look at your list… Read More


Introducing the "FOUR SELFs" of Engagement Fundraising

When I first came up with the term engagement fundraising it was because I was a pissed-off donor! I wanted the charities I cared about… Read More


The 7 biggest mistakes weak major gift officers make repeatedly

7. Wasting time in-house letting themselves get caught up in meetings, activities, or office politics 6. Forgetting to ask donors lots of questions about why they care,… Read More


7 things about email subject lines that will help you save the world

Firstly, email subject lines are actually headlines. The great advertising legend David Ogilvy once said, “On average, five times as many people read the headlines… Read More


How MarketSmart Works With Partners

People often ask me, “How does MarketSmart work with partners (allies) to help nonprofits lower costs and increase revenues?” It’s a good question. Many people… Read More


3 real world examples of the Pareto Principle

If you know me and this blog, you know that I talk about the Pareto Principle a lot. That’s the concept developed by Vilfredo Pareto… Read More


Why everyone talks about segmenting emails but hardly anyone ever does it

They’ll talk about it at conferences. You’ll read about it in the Chronicle of Philanthropy. Online discussion groups will say it’s the key to marketing… Read More


How many LinkedIn contacts do you have?

I’m always surprised when I click on a major gift or planned gift fundraiser’s LinkedIn profile and see that they only have 30, 50 or… Read More


A "wild woman" interviewed me

Ever want to hear the voice of SmartIdeas (Greg Warner)? Here’s your chance. Mazarine Trez of Wildwoman Fundraising interviewed me some time ago. We discussed… Read More


Are face-to-face meetings with donors overrated?

When I first got into professional sales at Washingtonian Magazine I was taught that the only way to really sell anything was to get face-to-face… Read More


What to do with wealth screened data that’s "sitting on the shelf" unused

Wealth screening your data is a good idea! My firm doesn’t provide that service but there are plenty that can help you to determine who… Read More


Finally, you can learn what words work to raise money!

Last year I worked with Dr. Russell James to present his findings on what words work to raise money (Check out the ground-breaking webinar titled… Read More


Do you have a 'commendation mindset'?

Mark Twain once said, “I can live for two months on a good compliment.” I recently saw that quote and it got me thinking that… Read More


Groupthink sucks (here’s how to avoid it)

Remember Candid Camera? In this old episode, they set out to prove how easy it is to get someone to conform.   Unfortunately, today too many… Read More


16 Content Ideas Your Major and Planned Gift Donors Will Love

Infographics Short, “self-contained” emails (with no hyperlinks) that include very brief updates Short letters or online articles (2-3 paragraphs) Highly relevant and targeted medium length… Read More


A harsh reality most fundraisers don’t want to face

What donors value is often their time without you and not their time with you. Ouch! Yep! That’s right. I said it. And I know… Read More


Are you a show up and throw up fundraiser?

I’m sure you’ve run into a bunch of “show up and throw up sales people” in your lifetime. “Show up and throw up selling” is often… Read More


Can changing your words help you raise more money?

Here are some of the most powerful words used frequently in advertising: finally suddenly now FREE SALE NEW announcing introducing improved amazing sensational remarkable fantastic… Read More


How fast do you respond to your major and planned gift donors' needs?

The private sector knows all about responding to leads. They know that: The odds of calling to contact a lead decrease by over 10 times… Read More


Stop shaming your supporters!

So I’m out having lunch with one of my fellow CEO buddies. I do that a lot. It’s very lonely being a CEO so I… Read More


5 reasons fundraisers won’t call their hot leads

Here are 5 proven reasons why fundraisers won’t call their leads to ask for donations: Fear of rejection: This is the most common reason for… Read More


Why the difference between “we” and “they” is so tremendous?

First, a really quick story. I was flying home from a speaking engagement last week when I found myself sitting next to a very sweet,… Read More


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