Smartideas

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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Quality vs. Quantity: Which is better for selecting fundraising prospects?

I’ve always felt that nonprofits spend way too much time and money looking at historical donor data to try to predict future giving. I’m not alone…. 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


Why you should stop looking for fundraising silver bullets and unicorns.

Many marketers/fundraisers desperately hope to find silver bullets or unicorns. They become enamored by shiny objects that are easy to employ. Usually, these technologies and tactics… Read More


You’ve got leads (identified major donor prospects) but are they ‘outreach-ready’?

People and vendors in our sector talk a lot about identifying donors, but getting them ready to meet with you is a different story. The problem… Read More


Where are you spending your marketing dollars?

If your organization has 10,000 active donors, it’s very likely they’ll be categorized as follows: A small number will generate 80-90 percent of the revenue…. Read More


3 questions every major donor asks themselves after they give

“What did they do with my money?” “Would my money yield more impact if I gave it to another organization?” “Do they make me feel good or… Read More


Should you target market financial advisors in order to get more legacy gifts?

It depends. I find myself saying, “It depends” quite a lot these days. But, seriously, the decision to target market to financial advisors depends on… Read More


Donor retention and donor qualification go together like peas in a pod

Some things just work best when coupled together. Peanut butter and jelly. Toothpaste and a toothbrush. Cookies and milk. Soap and water. Simon and Garfunkel. Get… Read More


7 steps to decline donations you can’t accept

She was really ticked off because they wouldn’t accept her gift. One of my customers got the following response to a survey request: “Why on… 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


Does Ask, Ask, and Ask Again Really Work?

Doing the same thing wrong over and over doesn’t improve results. I noticed a comment on a LinkedIn post recently that said, “Ask, ask, and… Read More


Why QUALIFYING donors might be the silver bullet you’ve been looking for

First, there’s a lot of talk about donor retention these days.  Don’t get me wrong. I believe it’s critically important to retain donors with awesome… Read More


35 amazing ways to engage and involve your donors and supporters

If you’re stuck wondering how to involve your supporters with your mission, look no further. Here are 35 ideas from a stream of my consciousness…. Read More


3 simple ways fundraisers can improve their LinkedIn profiles to land more meetings and raise more money

Most fundraiser’s LinkedIn profiles are screwed up! They look like resumes, not invitations. After all, are you trying to raise money or are you looking… Read More


Are fundraising tricks and gimmicks worth doing?

An old book filled with timeless lessons. I was cleaning out a cabinet last weekend and I came across an old book I read long… Read More


4 forces primarily responsible for making people charitable

According to the author of a book titled WHO REALLY CARES, Arthur C. Brooks, there are 4 forces in American life that are primarily responsible for… Read More


Why Your Giving Tuesday Efforts Will Succeed Or Fail

Our sector is, once again, awaiting the results of Giving Tuesday without much thought about what value WE are giving to our supporters— and that’s… Read More


5 Best Practices For Writing Emails to Major and Legacy Donor Prospects

1. Be truthful, no tricks! Ever! You cannot build relationships upon lies. Not even white lies. 2. Be relevant.  To do that, you must consider… Read More


Is donor qualification more important than donor identification?

Identification. If you are a major or legacy gift fundraiser, you’re probably responsible for a group of donors on your caseload or portfolio. The collection… Read More


How to Reach Out to Your Major or Legacy Gift Prospects Using LinkedIn

You know major gift fundraising is a marathon, not a sprint. But your boss wants results now. So you screen your list for wealth. Or… 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


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


Top 10 Capital Campaign Mistakes Revealed

Can you add to this list? 1. Failure to conduct a feasibility study 2. Failure to pay attention to the results of the feasibility study… Read More


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