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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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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


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


5 Online Year-End Fundraising Stats You Can Use to Help Craft Your Campaign

This guest post on year-end fundraising stats is from Nathan Hill at NextAfter. Every development professional understands the importance of year-end fundraising. The key to… Read More


5 Ways You Can Get Meetings with Major Donors (Even When They Won’t Answer their Phone)

I hear the following all the time when I ask fundraisers about their efforts to land meetings with major and legacy donors: “I tried calling,… 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


How Important Is Training for Fundraisers? Very.

This time of year is filled with tricks and treats. The end of October seemingly always has something in store for us, whether it be… Read More


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