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Helping you qualify, cultivate and prioritize major donors and legacy supporters so you can have fun closing more gifts more efficiently.

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How to ask for a gift: Do you really have to ask?

When it comes to ‘how to ask for a gift,’ you’ll see there’s a parallel between how we conduct sales here at MarketSmart and how… Read More


3 Reasons You Should Be Thinking about QCDs (Backed By Data + A Free Guide)

How many decisions do you make each day? A quick google search yields our answer: somewhere near 35,000. That number may seem intimidating, “How can… 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


7 big ideas for raising ‘major gifts of assets’ right now from Dr. Russell James

A couple of weeks ago, my longtime friend Dr. Russell James presented his top recommendations for fundraisers to consider especially during the coronavirus era. If… Read More


Product Updates: Stewardship Series Effort and Online Will Tool Add-on

Stewardship Series Effort When it comes to legacy gifts, many organizations spend a large chunk of their time focused on uncovering hidden gifts or closing… Read More


Top 10 Free Resources Thanks To Dr. Russell James

Nearly ten years ago I made a new friend. It started out with an error. I wrote a blog post about the link between childlessness… Read More


7 Major Gift Fundraising Benchmarks You Really Need To Know

Before we begin. The 2020 Major Gift Benchmark Study asked people working in nonprofit organizations (n=580) what they consider to be a major gift, how… Read More


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

This is part 3 of 3 in a series. For the first post, go here and for the second post, go here. 5. Engage and offer,… 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


The Way Forward: Part 1 of 3 for Marketing Major and Legacy Gifts in the Coronavirus Era

1. Don’t Panic It’s the first rule of crisis management. When we panic we make bad decisions. Many of us have been facing closures, lockdowns… Read More


A pep talk for fundraisers like you!

We are going to get through this, and history proves it. For many of us, this is not the first economic downturn we have seen… Read More


3 Simple Fundraising Metrics for Nonprofits (and How to Calculate Them)

Google search “fundraising metrics” and you’ll find plenty of blog posts and articles. In fact, you’ll come across too many. It can be overwhelming to figure out… 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


Two Examples of How to Cultivate Your Donors (Even When They Aren’t Your Donors)

There’s a theme to major and legacy gift fundraising. You don’t have to be Sherlock Holmes to uncover it. It’s the importance of relationship building…. 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


How to Project Your Planned Gift Potential

“I owe a great deal of thanks to the person who invested in planned giving 15 years ago.” I was sitting in the crowd at… Read More


Donor-advised Funds Are Misunderstood, Bound to Be Regulated, and Not Going Anywhere

“Have you read this one?” “Zach, hold on I didn’t even finish the other articles you sent me yet.” I guess I was being a… Read More


Product Updates: January 2019

New Product: QCD Effort Raise more money (for less cost!) from qualified charitable distributions Over the past few months we’ve researched, tested, and validated the… Read More


Here’s what I learned about leadership in 2019. I hope it helps you!

In the age of Fundraising Climate Change, leadership at nonprofits is needed more than ever. However, what I learned last year is that leadership is… Read More


Product Updates: December 2019

More than just a survey… Engage your supporters with a more robust marketing plan in 2020! There are a lot of ways you can engage… Read More


MarketSmart’s “How-to” Guide for Donor-Advised Funds (DAFs)

Click here for the free comprehensive guide for donor-advised funds. Trends come and go, but donor-advised funds are forever. I’m not quite sure that’s the… Read More


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