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Do you really need to buy a planned giving website?

In most cases, for most nonprofits… NO! You don’t need to buy a planned giving website. Here’s why:  For decades, nonprofit leaders and staff have… Read More


3 reasons why your donors and donor prospects won’t call you back

Frustration! Recently I was visiting a customer and one of the fundraisers was very frustrated. Thanks to our system, lots of donors disclosed that they already left… Read More


Are you building trust?

  Trust is the cornerstone of all meaningful relationships. Fail to build trust and you’ll fail to get the gift. It’s that simple. Build trust… Read More


Think your donors are stupid?

High-capacity donors aren’t altruistic. They want something from you just as much as you want something from them. At a high level, most simply want… Read More


7 simple steps to qualify your donors

Unsuccessful fundraisers don’t understand qualification. They don’t recognize its power. They wait for the next wealth screened list. They fiddle with it in Excel or… Read More


Cold calling major donors to arrange appointments doesn’t work – but this method does

No one likes getting cold calls and you probably don’t like making them. That’s why, these days, you need to insert a crucial step in between your marketing/communications and… Read More


Do you care more about your legacy society than the donors in it?

Some nonprofits seem to care about ‘having’ a legacy society far more than they care about the donors in them.  There’s lots of evidence supporting my… 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


The simplest and most effective 5-step major gift and planned gift marketing strategy ever

Employ donor surveys. Provide valuable engagement offers using the information you learned from the surveys (that way your offers will elicit responses— since you now… Read More


When it comes to "moves management," are you concerned too?

First, what are we really talking about when we say moves management? Wikipedia says, “moves are the actions an organization takes to bring in donors, establish relationships,… Read More


If you want to hear how the best major gift officers succeed (and fail) in fundraising… look no further

A different frame of reference. Every once in a while someone comes along to change things. They say a few words differently or help you… Read More


3 simple steps to break your transactional, spray-and-pray fundraising addiction

Nonprofits tend to get addicted to transactions they generate mostly by aiming marketing toward potential supporters with low-capacity. I call it ‘spray and pray’ marketing… Read More


My Simplest Explanation of How Engagement Fundraising Works

Engagement fundraising (a phrase I coined many years ago) is powerful. I’ve been talking about this for about 10 years (ever since I revamped my… Read More


9 hard truths your fundraising operation needs to face in the post-pandemic era.

1. Competition is fierce and everywhere. Nonprofits don’t only compete with other nonprofits. They also compete with private sector businesses and Uncle Sam (the tax… Read More


THE WAY FORWARD: PART 2 OF 3 FOR MARKETING MAJOR AND LEGACY GIFTS IN THE CORONAVIRUS ERA

This is part 2 of 3 in a series. For the previous post, go here. 3. Kill self-doubt Some in your organization might be saying… Read More


Top 10 Donor Research Software for Better Fundraising

Generous donors are your organization’s most valuable asset. They’re the sole reason nonprofits like yours can continue their good work. No matter your organization’s size,… Read More


Donor-Advised Funds: The Ultimate Guide for Nonprofits

When it comes to “hot” topics in the nonprofit sector, none may be more prevalent than donor-advised funds (DAFs). You seemingly can’t go to any… 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


What Does Thanksgiving Have to Do with Fundraising? A Surprising Amount.

“You can succeed best and quickest by helping others to succeed.” I wasn’t frustrated. If anything, I was disappointed. “How could I forget that quote?”… 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


Online will-making tools: My pros and cons.

Brace yourself.  This is a long post because there’s a lot to be said.  I wrote it because digital will-writing tools are popping up to… Read More


Engagement Calling Metrics for Lead Outreach Associates Tasked With Arranging Meetings With Major Donor & Legacy Donor Prospects

Engagement calling, not cold calling! About 1 1/2 years ago I introduced the concept of Engagement Calling as the best way to land appointments with… Read More


Why hardly anyone reads your planned giving newsletter (and what you can do about it).

Confusing? Too often planned giving newsletters are written by lawyers and the lawyers at nonprofits think they are just dandy. However, most of your supporters… Read More


18 takeaways from my recent appearance on the Giving Back Podcast

This was a super-fun interview on The Giving Back Podcast. But if you don’t have time to listen to it, here are some notes my… Read More


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