Smartideas

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

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


Why Tax Deductions for Major Gifts Matter to Wealthy Donors

A basic marketing precept is to “know your audience.” As a major gifts officer or fundraiser, your audience is wealthy donors. How well do you… Read More


How Fundraisers Can Reconcile the Competition that Exists Between Your Donors’ & Administrators’ Hero Stories

Story conflict Advance the donor’s hero story. In major gifts fundraising, this works. It works for the donor. The donor is the hero. It works… Read More


How “Polite Persistence” Pays Off for Major Gifts Fundraisers

It took me 16 contacts over a 12-month period to get a visit scheduled with one couple. They then went on to give over $100,000…. Read More


The Greatest Worry of Newly Wealthy Families – and How Major Gift Officers Can Help

Newly Wealthy Donors Aren’t Anything Like Donors Who Come from Families with Generational Wealth They have different world views, different perspectives about money, work, and… Read More


Why fundraisers feel stuck in the middle between Administrators and Donors

Hero story In the universal hero story, a guiding sage helps the hero. The sage Challenges the hero to begin the journey, Introduces the hero… Read More


The Faces of Philanthropy: Are They Changing?

The list below was an attempt by Forbes Magazine to capture the “faces of philanthropy” way back in 1994. It’s interesting because it is from… Read More


Top 10 Ways You Can Benefit from Conducting a Donor Survey

First, it’s important to recognize that there are two reasons to conduct a donor survey: To conduct research To raise money Generally, you must pick one… Read More


To Visit or Not to Visit: Choose Wisely

It doesn’t really matter if you go on a visit TODAY. It also doesn’t really matter if you DON’T go on a visit TODAY. But… Read More


How I leave voicemail messages that get returned

Generally here’s how I leave messages that get returned: APPRECIATION: I say ‘thank you’ (and I get sort of ’emotional and gracious’ in my tone……. 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


The Seven Principles of Advancement Leadership

I recently had the pleasure of orienting a new chief advancement officer who is coming to the position from another field. It provided me the… Read More


Too much major and legacy gift fundraising is focused on HOW, when it should be focused on WHY

What the heck am I talking about? Major gift fundraising communications (especially legacy gift marketing) tend to focus too much on showing supporters how they… 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 Advancement Must Become: Builders of Communities of Shared Interest

You don’t have to poke too far into most nonprofits’ fundraising results to see significant donor erosion, usually masked by a few large gifts each… Read More


Why fundraisers who position themselves as a counselor and guiding sage for donors raise more money

Things look bleak. Fundraisers don’t stay. They don’t stay at the nonprofit. They don’t stay in the industry. They are stigmatized by outsiders. They are… 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


The Key to Better Fundraising Results: Less Training, More Practice

What happens all too often when advancement leaders announce that they’re bringing in an expert to train their staff? Some staff members get their backs… 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


Always Remember – What Matters Most Is the DONOR’s Hero Story, Not Yours

Philanthropy is powerful. It can do more for the donor than just consuming more stuff would do. It can provide personally meaningful impact. It can… Read More


Stop making assumptions about your donors

“Major donors like to give in their backyard.” I call BS! One thing I’ve noticed over the years is that many people think that major… Read More


The 4 Core Values of First-Generation Wealthy Donors You Need to Understand

Wealth is becoming more concentrated among fewer people. You probably know that already. But what you may not understand is that first-generation wealthy people are… Read More


Get smarter with the SmartIdeas blog

Subscribe to our blog today and get actionable fundraising ideas delivered straight to your inbox!