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donor advised fund

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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


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 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


Restricted vs Unrestricted Gifts: Why Donors Love Restricted Gifts and (Some) Nonprofits Hate Them

A debate has been growing in recent years regarding the practice of offering major donors the option of giving restricted gifts. A restricted gift is… Read More


5 Reasons Why You Should Focus Your Fundraising On Foundations, Funds, Trusts, and Endowments

Many fundraisers don’t understand the world of big philanthropy. Why not? Because they don’t understand wealth. They don’t understand charitable instruments. So, let’s start with… Read More


How to make sure the experience you deliver to donors makes their giving feel worthwhile

Charity managers’ perspective How should a gift be structured? For charity managers, the answer is easy. The donor should just write a check. Write it… Read More


The 6 Core Elements of a Well-Told, Well-Executed Donor Fundraising Story

Before you think this is another post about how to tell great fundraising stories, read this: This article is not about the elements of how… Read More


3 Ways You Can Alter Your Perspective and Approach Toward Wealthy Donors So You Raise More Money

In my previous article, which you can read here, I outlined three challenges wealthy people face when they start exploring the idea of giving away… Read More


The Truth about Wealthy People and Philanthropy Should Affect Your Fundraising… But Does It?

In your organization, it’s likely you have a bunch of people who make five or six figures interacting with people who are worth seven, eight,… Read More


The 8 core components of engagement fundraising and why you desperately need them

Most fundraising is based on what I call “single shot” strategies. For instance, it’s an event, gala or golf outing. Or, perhaps it’s a mailing,… Read More


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


2023 Visual Planned Giving Ebook

Are you looking for the ultimate planned giving resource? You’ve found it – a free textbook, “Visual Planned Giving: An Introduction to the Law &… Read More


Finally, the questions you should ask that have been proven to lead to gifts from wealth

Let’s talk about wealth We want the donor to talk about assets. Why? Because 1. It creates a setting of wealth sharing. 2. It uncovers… Read More


Private Foundations – What to Do About the REAL Competition That’s Beating Your Nonprofit

Your competition is not other nonprofits. Yes, perhaps there are a few others similar enough to your mission to cause a handful of donors to… 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


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