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3 Reasons Why You Should Market Charitable IRA Rollovers (And What They Are)

What would you do with $2.5 trillion? Retire? Buy a beach house? Travel the world? Develop a marketing strategy for Charitable IRA Rollovers? (Probably not… Read More


Marketing for IRA Rollovers: A Strategic Guide for Nonprofits

Welcome! If you’d like to learn about marketing for IRA rollovers, you’ve come to the right place. Whether you’re a Director of Development at a… Read More


If you like VERITUS GROUP and you like me… now you can get both together!

Alignment. Have you ever met someone for the first time but felt like you had known them forever? Like you had a mysterious connection instantly?… Read More


12 questions to ask yourself to avoid disrespecting your supporters

In the for profit world they call it customer service. All of us get frustrated when we feel slighted or disrespected. Yet, sadly, nonprofits are… Read More


How You Can Build Relationships With More Hi-Value Supporters at Lower Costs

Your job is tough! If you’re like most fundraisers, you’re already working hard. You don’t have enough time, you’re pulled in too many directions, and… Read More


The Four Selfs

I think donors like to qualify themselves, educate themselves, involve themselves, and solicit themselves. I call these the “four selfs” of Engagement Fundraising: Self-qualification  Self-education… Read More


Automated Cultivation vs. “Moves Management”

I’ve never really felt comfortable with the phrase “moves management.” If you’re unfamiliar with the term, it refers to a process Gift Officers or other… Read More


Being a Frontline Fundraiser with Dan Shephard (Season 3, Episode 7)

0.75x 1x 1.25x 1.5x 2x 0:0027:11 Being a Frontline Fundraiser with Dan Shephard (Season 3, Episode 7) Apple PodcastsGoogle PodcastsShare Leave a ReviewListen in a… Read More


How success and happiness relate to the raising of money

Everyone wants success and happiness in their lives. Sadly, too many people are misled or misdirected by the media and teachers about what success and …


Open Positions

× Account Coordinator We’re looking for a hard working Account Coordinator with writing and project management experience (however, we may have positions available requiring less… Read More


11 reasons why donors and organizations love charitable gift annuities

Why donors like CGAs CGAs help them feel good because they get to make a gift to support a cause they believe in while also… Read More


Even fundraisers can "get schooled" by a 4th-grade teacher

These days you can’t be average. Average efforts deliver average results. If you want to raise more major gifts and generate planned gifts: Be exceptional… Read More


4 keys to fundraising success you might be overlooking

1. Humanity – Understanding human beings — really taking a deep, genuine interest in their wants, needs, desires, hopes, and dreams. The best way to… Read More


3 reasons why you need to stop worrying about the darn tax law!!!

Tons of writers in major media have been fretting about the new tax law. “Tax bill could turn philanthropy into a pursuit only for the… Read More


Donor Psychology: Do you know what really makes your supporters feel good?

Funny thing about fundraising is that it all boils down to this: Making sure that your supporters feel good! I know, I know. In the… Read More


5 interesting videos that promote legacy giving

Here are 5 videos for promoting legacy giving. According to LegacyVoice these 5 are the best. I’m not so sure about that. But I do applaud… Read More


There Are Only Three Ways to Raise More Money

Every nonprofit organization needs more of two things: time and money. Okay, every organization (nonprofit or for-profit) could use more of those two resources. Hey,… Read More


4 big reasons why you should not ask for money when you survey your supporters

Over the summer I was admonished by an “expert” in the field. I’m used to it by now. I’ve been helping nonprofits (instead of private sector… Read More


The more things change, the more they stay the same

I was wondering who might have created the first survey ever.  My search led me to Charles the Great, the “Father of Europe.” Apparently, in… Read More


19 reasons why nonprofit donor surveys are awesome

Here are 19 reasons why nonprofit donor surveys are awesome: They help you learn about why your donors care about your mission, how their life… Read More


Thank you

Thank you for signing up for the upcoming webinar: How To Think About Major Gifts by Jeff Schreifels Need anything else? Please reach out to… Read More


A list of some humongous bequests that should get your planned giving team psyched up for only 3 seconds!

I give you permission to read this list but only if you’ll count to three afterward. Let it sink in.  Then DELETE IT!  Forget about… Read More


Has your organization put you in a position to succeed?

The private sector figured out a long time ago that a salesperson should never generate their own leads. A lead generator should never set-up appointments. And, a… 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


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