Planned Giving

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

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Do people prefer when others pay for a nonprofits’ administrative costs?

I know, I know… Dan Pallota thinks charities need a defense council to inform the public that administrative costs are a necessary part of a… Read More


The Secret: Why People Really Make Major Gifts and Bequests

So you want to know the real reason why people make major gifts and bequests? Ok. But first, I must share a quote. Confucius once… Read More


4 reasons why you should spend less time telling donor stories and more time getting your supporters to tell you their life stories

I bet you already know that each and every one of your supporters has a unique reason why they first got involved with your organization—… Read More


Everything you need is already in your database

In the late 1800’s, a motivational speaker gave a speech over 6,000 times.  His name was Russell Conwell and his traveling lecture was titled Acres… Read More


Why do Nonprofits Give Their Staff Such Terrible Titles?

I have always felt that the word “fundraiser” stinks! As a donor, I feel like “fundraiser” screams “salesperson”. When a fundraiser calls me, I know… Read More


Ya Gotta Give ‘Em Value

Too often people engage with charities but get very little in return. Yet, they keep trying.   They’ll involve themselves with your charity over and over… Read More


Imagine If You Could Set Up a Meeting With a New Major Donor Every 92.13 Minutes

Thanks to engagement marketing (for private businesses – like MarketSmart!) we have driven up our conversion rate for setting up meetings with fundraisers. Now we are… Read More


3 Actions You Can Take if Your Nonprofit Website Looks Like a Brochure and Acts Like a File Cabinet

Most nonprofit websites really stink!    There, I said it.   Why? Because they are simply online brochures or, worse, filing cabinets of stuff you… Read More


Your Job is NOT to Raise Funds

You are not a fundraiser. You are, instead, an engagement facilitator. Tweet this! And, the purpose of your engagements with donors is to discover why… Read More


Engagement is Everything!

Hi-end hotels = Service is everything   Amazon.com = Convenience is everything   Hardware tools = Reliability is everything   Home alarm systems = Security is… Read More


5 Ways to FAIL at Major and Legacy Gift Marketing (and 3 Ways to SUCCEED)

Ways to fail 1. Listen to your marketing staff, family, friends, board members, or your “gut” 2. Listen to your donors (even they do not… Read More


Know Me, Like Me, Trust Me

Fundraisers can learn a lot from private business experts and entrepreneurs. One of my favorite bloggers, Thomson Dawson, recently wrote a post about his strategy for… Read More


Two Smart Ways to Acquire New Major Donors

Recently I was asked to attend a nonprofit’s Board of Directors meeting.  My client wanted me to present some data about the results we’ve been… Read More


How to Use Crowdfunding for Major Gifts to Generate Tons of Revenue

Crowdfunding is growing.  In 2012, the amount of funds raised from this amazing technological innovation hit $2.7 billion (yes, with a “b”). That was an… Read More


4 Email Metrics That Matter Most for Major and Legacy Gifts Marketing

Don’t get tricked into measuring meaningless stats. Here are the 4 email metrics that matter most for major and legacy gift marketing: 1- Click-thru rates… Read More


9 Questions Fundraisers Need to Ask Themselves In Order to Improve in 2014

Commercial businesses and charities both have to fulfill needs in order to survive.  But whose needs do they serve? You might think that commercial businesses… Read More


Why call it moves management?

I don’t like the term “moves management”.  Why?  Because it focuses on you and your organization.  It’s about your moves. Sure, it uses alliteration so it sounds… Read More


5 ways to give your donors "the Disney Experience"

Last week Jeff Schreifels did it again.  His Passionate Giving Blog (for Veritus Group) gave us 5 ways to provide what I call “The Disney Experience”… Read More


7 questions you better be able to answer if you want to keep your doors open

Once again today I’m beating the drum about marketing.  Forget about the word “fundraiser” because, folks, you are marketers!  And every marketer has a product… Read More


Three absolutely righteous quotes about major gift marketing from Mal Warwick.

I love these quotes but only for major gift marketing.  If you apply them to planned gift marketing you’ll miss out on tons of gifts… Read More


The 7 faces of philanthropy simplified

I finally got around to reading a terrific book titled The 7 Faces of Philanthropy (Prince & File). Boy am I sorry I waited so… Read More


DMAW, their MAXI Awards, and a big “fail” for planned giving

  At the 2013 Bridge Conference last week, you could walk through a wonderful “museum” of award-winning direct marketing fundraising packages. They were neatly on… Read More


Why do people give (and what’s wrong with the list)?

In Ken Burnett’s awesome book titled Relationship Fundraising, he lists 18 reasons why people give.  I love the list but there’s one thing wrong here…. Read More


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