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engagement fundraising

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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

How many LinkedIn contacts do you have?

I’m always surprised when I click on a major gift or planned gift fundraiser’s LinkedIn profile and see that they only have 30, 50 or… Read More


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 the difference between “we” and “they” is so tremendous?

First, a really quick story. I was flying home from a speaking engagement last week when I found myself sitting next to a very sweet,… Read More

How to determine whether or not you should fire your planned gift marketing vendor

If you’re concerned that you might be getting marketing advice from a firm that’s behind the times, ask yourself the following questions:  Do they use the… Read More

Is Your Donor "Endangered"?

Sometimes it’s who you know not what you know.  Fortunately for me, my cousin Richard (who I know) is the foremost authority on customer service…. Read More


Most planned gift prospects don’t ever want to meet you

That’s right. Most planned gift prospects actually don’t ever want to meet you. They’ll even go so far as to tell you that they will… Read More

Another highly requested blog post on why people give

You may have heard that the reason why people give is because they were asked. For many years, this saying has motivated fundraisers to get… Read More

Do you donate to your employer?

Do you donate to your employer? If your answer was, “No, I donate my time… I work here!” I think that was the wrong answer…. Read More

Proof that high-dollar donors are more loyal than low-dollar supporters

Recently I made some new friends at The Fundraising Effectiveness Project and they shared some awesome research findings with me.  You can see the first one… Read More

15 telephone call do's for major and legacy gift fundraisers

15 Do’s Be straightforward. Identify the reason(s) for your call. Ask great open-ended questions that encourage dialogue and show that you are sincerely interested and care… Read More

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Ya Gotta Give ‘Em Value

Too often people engage with charities but get very little in return. Yet, they keep trying.   They’ll involve themselves with your charity over and over… Read More

What’s Wrong with “Ask > Thank > Report > Repeat”

My pal Steven Screen is one of the best fundraising copywriters in the U.S. Seriously! He and his friend Jeff Brooks have a great podcast… Read More

How Much Would You Pay for "Visibility"?

Recently, a client was approached by an advertising sales rep at a large national publication peddling a 1/8-page ad in a “special edition” that will… Read More

Why Better Marketers Raise More Money!

Some will say it’s unfair. Heart disease (the disease that killed my father when he was only 63) kills almost 600,000 people each year.  Yet,… Read More

Stop Fishing. Start Engaging.

Remember the old days? You’d cold call a donor to set up a meeting at breakfast, lunch or dinner by saying, “I’d like to update… Read More

What activity metrics you should measure for effective long-term planned giving marketing

For effective planned giving marketing, you really should be keeping track of your metrics. That’s because it’s not like traditional fundraising.  You can’t send out… Read More

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