Smartideas

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

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


How to ensure that your letter signer will sign your fundraising letter even if he/she doesn't like it

I’ll skip to the end and tell you how: Set some ground rules with whoever you ask to sign your fundraising letter. Usually, a letter signer won’t… Read More


Introducing MarketSmart’s 2017 IN’s & OUT’s

Happy New Year everyone! Each year my IN’s & OUT’s usually get passed around and shared quite a bit. Sometimes they ruffle some feathers. For… Read More


3 ways to use direct mail effectively in the age of social media

Although direct mail requires printing and postage, we still include it in our marketing plans because it can be effective if you do it right…. Read More


Opportunities vs. Problems: Which will your donors support?

I’ll cut to the chase. People want to take advantage of opportunities more than they want to solve problems. Here’s how it works in fundraising. “Problem” messages:… Read More


A list of some humongous bequests that should get your planned giving team psyched up for only 3 seconds!

I give you permission to read this list but only if you’ll count to three afterward. Let it sink in.  Then DELETE IT!  Forget about… Read More


5 best practices for delivering progress reports to your major gift and legacy supporters

Tony Robbins, the author of Money: Master the Game, discussed “How Progress Equals Happiness” earlier this year on Oprah’s digital web-show – #OWNSHOW. So true!… Read More


Here’s one great legacy giving promotion

I love this legacy giving promotion. It’s actually a placeholder for your beer! You can find this along with its case study and many other… Read More


Imagine this.

Imagine this. Since you’re reading this, I’m betting you are someone who cares deeply about helping supporters with capacity (wealthy people) realize their philanthropic dreams. You… Read More


Should legacy gift notification forms die?

I once heard a story about a legacy gift that was about to be “closed” until the organization’s CFO fumbled the ball in the end… Read More


It was bound to happen sooner or later, here’s why and what to do…

If you have not yet heard the news, Fidelity Charitable now sits at the top of the Philanthropy 400 list that ranks nonprofits according to the… Read More


7 Solid Reasons Why You Should Kill Your Printed Planned Giving Newsletter

I know, I know… you love your printed planned giving newsletter. After all, it’s an easy marketing option (especially if you buy them from a vendor who… Read More


5 ideas you should share with supporters to close more year-end major gifts

Whenever I see articles about year-end major gifts, they always seem to say the same things such as, “Don’t forget to look at your list… Read More


The number one reason why people give is not what you think

You may have heard that the reason why people give is because they were asked. For many years, this saying has motivated fundraisers to get out there and… Read More


Want more planned gifts? Focus on why not how

There are a whole bunch of so-called “marketing companies” out there that say they help nonprofits get more planned gifts. I have a lot of… Read More


Introducing the "FOUR SELFs" of Engagement Fundraising

When I first came up with the term engagement fundraising it was because I was a pissed-off donor! I wanted the charities I cared about… Read More


3 things every fundraiser needs to consider before they talk politics in front of their donors

I don’t have any data on this whatsoever but something tells me that a good number of fundraisers might lean left when it comes to… Read More


A Brilliant Stewardship Plan for Legacy Society Donors From Down Under

There’s brilliance down under!   A while back on my LinkedIn Group (Major and Planned Gift Marketers), Sharon Wangman outlined a stewardship plan for Legacy Society donors/members…. Read More


What planned and major gifts officers can learn from Shark Tank

I love Shark Tank, the reality TV show that features a panel of potential venture capitalists (“sharks”) evaluating aspiring entrepreneurs product/business ideas. I watch it… Read More


Who is more important… your donors or the beneficiaries of their gifts?

Organizations spend a lot of time and effort focusing on what they will do with the money they receive from donors. And, that makes plenty of… Read More


How to ask your board members for year-end gifts

I know this is important. But, honestly, I’m a major and planned gift marketer… not a fundraising consultant. So I found this article by Gail… Read More


The 7 biggest mistakes weak major gift officers make repeatedly

7. Wasting time in-house letting themselves get caught up in meetings, activities, or office politics 6. Forgetting to ask donors lots of questions about why they care,… Read More


Has your organization put you in a position to succeed?

The private sector figured out a long time ago that a salesperson should never generate their own leads. A lead generator should never set-up appointments. And, a… Read More


7 things about email subject lines that will help you save the world

Firstly, email subject lines are actually headlines. The great advertising legend David Ogilvy once said, “On average, five times as many people read the headlines… Read More


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