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donor advised fund

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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


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


2 Big Reasons Why You Should Stop Complaining About DAFs

My position in the debate about whether donor advised funds are good or bad for charities is that:   1. Nonprofits must take some blame… Read More


49 things you might want to include in your planned giving website — SmartGiftmaker’s super-secret internal content checklist

If you need help trying to decide what to put on your planned giving website, here’s our in-house content guide and checklist. We use this… Read More


From “Giving To” to “Giving Through”: The Great Philanthropic Shift

In 2007, after listening to a lot of donors and conducting a lot of research, I advised, “Don’t just ask you donors to give to… Read More


Why Response Rates Don’t Matter

It always frustrates me to hear fundraisers or their consultants concern themselves with vanity metrics like response rates for lead generation efforts.  Honestly, I’m tired… Read More


The difference between wealth screening and wealth appending

First, wealth screening. Over the past 10 to 20 years, wealth screening has become a common practice for fundraising shops. But staff should always remember… Read More


Top 10 ways marketing automation helps nonprofits raise more money for less

Quick review In my previous post  I outlined the 3 types of marketing automation tools fundraising operations really should understand. Plus I recommended you deploy… Read More


Your main website sucks at raising major gifts – and here’s why

Most nonprofits have very narcissistic websites that promote how great they are and how well suited they are to accomplish their mission. Sure, it’s true… Read More


Product Updates: February 2021

There’s a new addition to the MarketSmart Dashboard thanks to your feedback. Watch the short tutorial below to get started. We’ve also got an important… Read More


STATEMENT OF ACCESSIBILITY

STATEMENT OF ACCESSIBILITY MarketSmart is committed to providing an equal and quality experience for everyone. We are constantly working towards improving the accessibility of our… Read More


2020 Major Gift Benchmark Study Key Findings Webinar

VIEW THE RECORDING AND DOWNLOAD THE SLIDES: Key Findings from the 2020 Major Gift Benchmark Study Ryan and Jeff share insights and highlights from the… Read More


DAF post webinar survey

Thanks for attending today’s webinar on donor-advised funds! Your feedback helps us create the most valuable content possible. Please share your thoughts with us.


How to market qualified charitable distributions (QCDs)

How to market QCDs How do QCDs work? When do donors have to make a decision? How are other organizations doing it? Learn that and… Read More


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