Smartideas

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

31 Donor Discovery Strategies That Sincerely Engage Wealthy Supporters

Prospect research, RFM, wealth screeners, and other hands-off/arm’s-length methods of donor discovery can only work so well. And more often than not, the people they… Read More


What Gift Officers Should Write in Their LinkedIn ‘About’ Section

I think too many major gifts fundraisers – and people in most other industries as well – are not using their LinkedIn profiles to their… Read More


Most Senior Fundraisers Don’t Need Training; They Need Treatment

You’re always outnumbered. No matter how much fundraising experience and philanthropic wisdom you acquire, you’re always surrounded by completely inexperienced people who assume they know… Read More


How to Hire the Right People for Raising Major Gifts

Are the people working as major gift officers at your organization in the right role? Do they have the best skill set and mindset for… Read More


10 Confidence Boosting Tips for Scheduling More Visits

I used to be TERRIFIED of scheduling visits. Here are 10 things I did to build confidence in a system that allowed me to schedule… Read More


Transforming Average Major Gift Officers into Great Major Gift Officers

❌ Average MGO: Shares lots of great information. ✅ Great MGO: Asks important questions and listens.   ❌ Average MGO: Has a 10 day outlook…. Read More


It Takes Two to Drive Success: How Rethinking Nonprofit Leadership Can Solve Your Gift Officer Turnover Problem

As turnover in the nonprofit sector continues to plague so many organizations, and not just with major gift officers, it’s time to face a difficult… Read More


7 Ways Bad Leadership in Fundraising Drives Away Your Best Gift Officers

“It doesn’t make sense to hire smart people and then tell them what to do. We hire smart people so they can tell us what… Read More


10 Reasons Why Major Gift Officers Quit to Look for New Jobs

Why do gift officers quit their jobs so frequently? Gift officer turnover is holding so many nonprofit organizations back. And not just in terms of… Read More


9 Secrets for Success in Major Gifts Fundraising

Here are Nine Things I Wish I Knew My First Year in Major Gifts 1. Stop talking so much. Ask Good questions and listen. 2…. Read More


Why Fundraiser Turnover Is So High

Fundraiser turnover is an epidemic. And that’s not just our opinion or an attempt to be dramatic. Actual researchers used that label to describe the… Read More


The Importance of Being Authentic in Major Gifts Fundraising

Getting started in Major Gifts… better learn to golf! ❌FALSE❌ Of course, if you like to play golf and it works for you, party on…. Read More


Why you should never pay fundraisers a commission

Pay fundraisers well, but NEVER pay a commission. I became the highest-paid employee besides the CEO at my organization when I worked in major gifts…. Read More


Why you should pay your major gifts fundraisers more

One of the great insights Robert Kiyosaki shares in the book Rich Dad Poor Dad is this: Poor people say “we could never afford that”… 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


Dr. James explains what happens when fundraising metrics go bad

Fightin’ words Want to start a fight in a fundraising comment section? That’s easy. Start talking metrics. Opinions are often passionate. And they often conflict…. 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


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 to Find A Good Advancement Leader: Ask the Right Questions

You’ve had a least one bad boss or worked in at least one depleting advancement operation. Now you’re interviewing for a job and want to… Read More


How to be an authentic guiding sage for your donors

The guiding sage The hero’s journey is a universal story. In that universal story, the guiding sage plays a powerful archetypal role. This role can… Read More


How major gifts fundraisers should introduce themselves to donors

The universal hero story is attractive. This “monomyth” is “hard-wired into our psyches.”[1] In the donor’s hero story, the donor’s role as hero is compelling…. Read More


Tips for hiring major gift fundraisers

“Let’s hire Johnny… He knows everybody!” Here’s the problem: Johnny is an idiot. Let me explain. So many times, organizations want to hire major gift… Read More


What happens when you change your mindset

“I don’t want to waste your time.” Here is another common objection you will hear when trying to schedule visits. The donor will tell you… Read More


This is the #1 driver of fundraiser turnover

Good and bad stories Stories are powerful. They can provide meaning and motivation. They can be a source of personal identity. For fundraising, stories are… Read More


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