Smartideas

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

4 Strategies to Get More Meetings with Major Donors

Major gifts fundraising is about relationships. You know this, and it’s an easy truth to recite in a job interview. But actually developing positive two-way… Read More


Donor Identity Questions – Teasing Out Values, Beliefs, and Motivations

Donors give because giving enhances some aspect of their identity. They give for many other reasons too, but their final critical decisions regarding which organizations… Read More


How questions uncover meaningful victories in the donor’s hero story

A compelling fundraising challenge will connect with the donor’s identity. This begins with backstory. Backstory connects the cause, charity, or project with the donor’s history,… Read More


What So Many Fundraising Appeals Miss: People Want to Help People

While fewer numbers of people are giving to institutions, they continue to give in ways they find more interpersonal. They include: Grandparents helping put their… Read More


The Importance of Asking Permission to Ask More Questions

The missing piece in the story A novel can have a perfect story. But it will still fail without one thing. The reader must turn… Read More


The $25,000 Reason Why Follow-Up is So Important

183 days. That’s how long it took Bob to mail in a check for $25,000 after I asked him for the gift on a first… Read More


5 Reasons Why Nonprofits Should Pursue Gifts of Assets over Cash

You can have it easy, or you can have it bigger. But rarely can you have both. That’s the nature of major gifts fundraising. What… Read More


Questions to ask to advance the donor’s hero story

Socratic fundraising Socratic inquiry uses questions. But just asking questions isn’t enough. To be Socratic, the questions must guide toward a goal. In fundraising, the… 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


9 Powerful Insights into Your Major Donors from Donor Survey Data

When gift officers try to reach out to supporters recently added to their caseloads, it’s usually tougher to get them to respond. This is true… Read More


Why Questions are Important to Advance the Donor’s Hero Story

“It’s very important not to know all the answers. Often we don’t know, and if we did it would be no good, for it is… Read More


The Three Characteristics That Distinguish the Best Advancement Practitioners

What are the three characteristics that distinguish the best advancement practitioners? Integrity, Curiosity, and Discipline. Of the three, integrity is the most important. It entails… Read More


This Research-Backed Legacy Giving Strategy Avoids the Topic of Death

What’s the hardest thing about bringing up legacy giving with an aging and loyal donor or supporter? Death. Focusing on that tends to trigger the… Read More


The Worst Way to Start a Major Gifts Fundraising Call

“Is now a good time to talk?” This is one of the worst ways to start a call to schedule a visit (unless you know… 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


The Zoology of Fundraising: More Chameleons, Fewer Peacocks

The Education Advisory Board, after analyzing donations to 1,217 major-gift officers at 89 colleges and universities in the United States and Britain, concluded the most… Read More


Restricted Giving: Why Your Organization Should Offer More Options

Restricted giving doesn’t sound like a good thing, just from the sound of it. The idea of restricting anything, especially giving, doesn’t seem like it… Read More


What Dr. James means when he recommends you harness the power of storytelling in major gifts fundraising

Monomyth steps The “one big thing” in fundraising is always the same: Advance the donor’s hero story. The universal hero story, called the monomyth, includes… 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


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


The Pathway to a Significant Philanthropic Investment is Not Paved With Just “Visits”

A common KPI used to evaluate fundraisers is the number of visits they pay on prospects in their portfolios. It should be replaced by PPIs… Read More


How gratitude completes the donor hero story

“In myths the hero is the one who conquers the dragon, not the one who is devoured by it.” – Carl Jung[1] Monomyth resolution In… 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


6 Ways to Reframe or Lower the Costs of Giving a Major Gift

Like any other donors, wealthy donors want to give. But when wealthy donors give, it’s usually a major gift, meaning it’s a big number. And… Read More


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