Smartideas

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

The single worst way to evaluate your planned giving marketing program

Recently someone told me that their current planned giving marketing efforts were not working. “How do you know?” I asked. “Because there’s been a drop… Read More


Here's why when it comes to planned gifts, it isn't necessarily ALL about the relationship

I have two questions that I ask people when they say that planned gift fundraising “is all about the relationship.” I ask, “How many gifts… Read More


Can you tell your supporters that a CGA can deliver "GUARANTEED" income or not?

I attended a local monthly planned giving event a while back and learned a lot about how not to market charitable gift annuities. During the… Read More


3 amazing quotes from major donors

Here are 3 amazing quotes from major donors worth reading: “I walk over to my desk, take out my pen, and get ready to sign… Read More


It’s time for the nonprofit sector to stop whining about Donor Advised Funds

I’m getting really tired of hearing people complain about donor advised funds. For instance, it was reported by the Chronicle of Philanthropy that dollars put… Read More


3 major donor myths broken by Andrew Olsen

Andrew Olsen knows a thing or two about direct marketing. On his blog, he debunks 3 major donor myths that pertain to marketing. You can… Read More


Don’t count promises. Measure your pipeline and count legacy gift dollars instead.

The goal for legacy gift fundraising is to raise money right? In sports they say it doesn’t matter how many points you score, it’s whether… Read More


19 reasons why nonprofit donor surveys are awesome

Here are 19 reasons why nonprofit donor surveys are awesome: They help you learn about why your donors care about your mission, how their life… Read More


Two steps to make the best of donor-advised funds

1. Uncover who among your supporters has a donor advised fund. Just ask them the very simple question: Do you have a donor advised fund? 2…. Read More


Why the only thing to fear is fear itself.

I think nonprofits need to be more real. More genuine. Less formal. And, less afraid of being real and genuine (Tweet this!). Charity : Water,… Read More


NEWS FLASH: Most of your supporters don’t really want to be in your legacy society

But, oddly, that’s the first thing fundraisers offer legacy gift prospects and those who have disclosed their legacy gift intentions.  The next most popular offer… Read More


HELP! Please….

I really need your help. I funded a study to help you. Basically, we’re trying to help you and your peers understand more about major gift… Read More


Your donors want to find meaning in their lives. But are you helping them?

Sick of my rants yet? I’ve droned on and on about the fact that your job is to make your donors feel good and to… Read More


Are you hunting mice or antelopes? [Guest post from T.J. McGovern]

The following is a guest post thanks to my friend T.J. McGovern, Owner/Principal at McGovern Consulting Group (McG). Here is a teaching story I usually share… Read More


What Fundraisers Can Learn From Restaurants and Waiters

People give billions of dollars each year to waiters for a lot of the same reasons they give to charities. 1. Social conformity (simply because it’s… Read More


5 questions to ask your planned giving marketing vendor

1. How many highly qualified planned giving leads did you generate for my nonprofit last year? 2. How many of those leads could also be… Read More


5 reasons why you should "connect" with me on LinkedIn

I’d like to connect with you on LinkedIn. Full disclosure: I pretty much like to connect with everyone in the fundraising/nonprofit sector on LinkedIn. By… Read More


You don’t own your donors

Here’s the deal folks. You don’t own your donors. Too many times I’ve heard chapters say that they don’t want to share planned giving leads… Read More


4 powerful major gift "probing closes" (for moving your proposal forward)

A probing close is yet another phrase I made up. I do that… a lot. Basically, it’s a question you ask when you feel your… Read More


8 simple ideas to involve your donors and build deeper connections

L.M. Montgomery was a famous author in the early 1900’s. Her novels were internationally renowned.  She once said, “Tell me and I forget. Teach me and I… Read More


I must sound like a broken record but here’s more nonprofit data that will inspire you to focus more on major donors

The left-leaning Institute for Policy Studies crunched the data from Giving USA Foundation’s annual philanthropic survey to figure out who was giving what. Here’s what they determined: Itemized charitable… Read More


9 simple pointers for writing better emails and letters to your donors

I failed to get into business school. I hoped to be a business major at the University of Maryland in the 80’s. But my ability… Read More


Start Putting These Fundraising Words Everywhere Right Now

The words are listed down at the bottom. But to understand why you should put them everywhere, read this: Every single one of your supporters… Read More


Does an "empathy gap" exist among your donors?

A lot of charities tout the fact that they take care of their own. Marines helping marines! Cancer patients helping cancer patients! And so on…. Read More


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