Smartideas

Straight talk about major, mid-level and legacy gift fundraising to help you be a better fundraiser

What's missing from most nonprofit mission statements?

Last week I wrote a post that ruffled some feathers. I do that from time to time. It’s probably because everything I think, write and… Read More


An insider snapshot of what it's like to work at MarketSmart

Recently one of my staff reminded me of this article written by Zach Shefska (one of our staff at MarketSmart). He wrote it back during… Read More


Are you a technician or a facilitator?

The flow chart below makes me very uncomfortable. Here’s why: Science and experience have led me to realize that a donor’s objective is usually, first and foremost,… Read More


Consider using the word "consider" more often

Consider this. “Consider” is a very powerful word for fundraising. “Would you consider a gift in the amount of $25,000 to help fund this project?”… Read More


Most fundraisers use email the wrong way

Every marketing channel needs to be optimized and employed properly. Sadly most fundraisers are using email the wrong way. Email should NOT be used primarily… Read More


4 things you need to know to qualify your major gift and planned gift prospects

What follows are the 4 things you need to know in order to close more gifts faster: 1. Who has the capacity to give 2…. Read More


There's power in exclusivity but are you using it?

Unlike populist fundraisers (who treat everyone the same), engagement fundraisers aim to find and build relationships with “first class passengers”— people who are willing to “pay”… Read More


Finally, we’re releasing the HIPPO killer!!!

The HIPPO is the highest paid person in the office at the time when a decision needs to be made. HIPPOs tend to be far… Read More


3 new phrases/concepts engagement fundraisers need to know

If you’ve been reading this blog for a while, you know that I coined the phrase “engagement fundraising” in 2013. Here’s my first rant on… Read More


What you should know about your high net worth volunteers?

Great volunteer opportunities and experiences are essential for your nonprofit (as discussed before). Here’s what the data shows your high net worth volunteers are looking for! Having… Read More


Why your wealthy donors love donor advised funds and why you should care

Donor Advised Funds… There are plenty of people who don’t like ’em. They say that they are holding pens for dollars that should be distributed… Read More


Why go to Amazon when you can get it here for free?

Each year my amazing staff grab the best, most popular blog posts from the prior year to create a book for our readers.  At last, the… Read More


The 4 levels of donor commitment according to Mal Warwick

For those of you who are new to the field, Mal Warwick played a tremendous leadership role in fundraising and direct marketing. In his book… Read More


14 things you must know about your donors to win major gifts (including planned gifts)

Here are 14 things you must know about your donors if you want to raise major and planned gifts (13 of which can be obtained from… Read More


Do we really need science to help us raise more money?

Thanks to scientific research, we now know conclusively that giving to others makes us feel good about ourselves, which in turn, makes us happy. But… Read More


If you don't read this right now, you'll miss out!

After reading that headline, did you feel a sense of urgency? Sorry to trick you but I wanted you to see what it felt like… Read More


See what happens when donors and board members switch a few words

One day a long time ago I was in a board meeting talking about raising money and a member said the following: “The only time… Read More


Why you don't need to update your planned giving web pages as much as you might think

A longstanding misconception has been spread around for too long. Your planned giving web pages don’t need to be updated “with the latest tax laws.”… Read More


Do you know the names of your donor's influencers?

Life stories are like fingerprints. No two are alike and everyone has them. All of our life stories are filled with challenges that must be… Read More


How to discover planned gifts using interns because you can't afford a telemarketing firm

1. Make sure the intern cares about your mission 2. Have the intern view videos, read reports and talk to program staff (and beneficiaries) so… Read More


Why You Should Stop Emphasizing Tax Savings When Promoting Planned Gifts

A well-known speaker once led the opening presentation at the ACGA Annual Symposium right in my backyard— Baltimore, Maryland. In his presentation, he mentioned that… Read More


Here's why you should remove the word "bequest" from your vocabulary

The word bequest sucks when it comes to generating planned gift revenue. Stop using it. Here’s why: No one uses this word with their family… Read More


3 big reasons why some fundraisers should not critique creative

Recently one of our beloved clients critiqued something we thought she should do by saying, “Well if I saw that envelope I’d throw it in the… Read More


Top 10 reasons why donors like taking donor surveys

Here are the top 10 reasons why donors like taking donor surveys: 1. They want to be perceived as (or see themselves as) a helpful… Read More


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