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7 reasons why wealth screening your donor list might be an incredibly foolish activity

Before you send me angry responses to this headline, know these two things first: What I’ve written is NOT coming just from me. I gathered… Read More


Why QUALIFYING donors might be the silver bullet you’ve been looking for

First, there’s a lot of talk about donor retention these days.  Don’t get me wrong. I believe it’s critically important to retain donors with awesome… Read More


A Glossary of Key Fundraising Terms, Jargon, and Vocabulary You Need to Know

Every profession has its fair share of jargon. Fundraising, and nonprofits in general, are no exception. Fundraising terms, acronyms, and jargon are as varied and… Read More


Only 43 Percent of Organizations Met Their Major Gift Fundraising Goals in 2019

You don’t have to be Sherlock Holmes to know that major gift fundraising is of the utmost importance. Whether it be reports from Giving USA,… Read More


Major and Legacy Gift Fundraising Is Changing… Blame Robocalls.

Relationships building is part art, part science. And, as we all know, raising major and legacy gifts is all about building meaningful relationships. Over the… Read More


Donor Surveys: The Ultimate How-to Guide for Nonprofits

Welcome! You’re about to learn A LOT about donor surveys. At MarketSmart, we’ve spent the past 10 years conducting donor surveys for our hundreds of clients…. Read More


Manually qualifying donors and Major Gift Opportunities

Manually qualifying supporters Beyond lead scoring and gift consideration, we realize there is a lot of manual qualification that you and your team complete. All… Read More


Manually change legacy gift consideration in Donor 360

Manually changing legacy gift consideration Thank you for letting us know that you needed to be able to update a supporter’s legacy gift consideration stage!… 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


Ever wonder what donor advisors tell their clients when it comes to giving their money away?

Rockefeller Philanthropy Advisors has spent the past 120 years advising one of the worlds most philanthropic families— the Rockefellers. Today they help their clients give away… 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


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


How To Use Numbers To Inspire More Giving (and How You Should NOT Use Them)

Numbers For nonprofit managers, numbers are important. Numbers define success or failure. Numbers keep the lights on or off. Numbers can show impact. But numbers,… Read More


Dr. Russell James’ Top 10 Ways Your Supporters Can Give Wisely Before the Year Ends

I’m very thankful that Dr. Russell James has graciously shared 10 smart ways your supporters can give wisely before the end of this year. He… 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


The Law and Taxation of Charitable Gift Planning: An Online Series

This lecture series is designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. Professor Russell James, J.D., Ph.D., CFP®… Read More


Announcing notifications, new supporters table, major gift consideration status, updated map, and more!

It has been a busy month here at MarketSmart! Thanks to your suggestions, we’ve implemented a few incredibly useful features: NotificationsThere is a new tab… Read More


Visual Planned Giving

You’ve found it – a free textbook, “Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning” by Dr. Russell James J.D., Ph.D., CFP®.This textbook is specifically designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning.


Can Penelope Burk predict the future?

Do you know Penelope Burk? I first found out about Penelope Burk when I was running a marketing agency that solely helped private sector companies (not… Read More


The Law and Taxation of Charitable Gift Planning: An Online Series

This lecture series is designed for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. Professor Russell James, J.D., Ph.D., CFP®… Read More


5 questions to ask your planned giving marketing vendor

1. How many highly qualified planned giving leads did you generate for my nonprofit last year? 2. How many of those leads could also be… Read More


What to do with wealth screened data that’s "sitting on the shelf" unused

Wealth screening your data is a good idea! My firm doesn’t provide that service but there are plenty that can help you to determine who… Read More


Shareables

Do you ever find yourself scavenging the internet for simple nuggets of information to get your point across?  Whether you need a checklist, chart, proof… Read More


Why I don’t cry foul when I hear how much money sits in DAFs

Al Cantor is great. He’s a tiger. He takes particular interest in what DAFs are (and are NOT) doing. For instance, fairly recently he pointed… Read More


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