Smartideas

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

Imagine If You Could Set Up a Meeting With a New Major Donor Every 92.13 Minutes

Thanks to engagement marketing (for private businesses – like MarketSmart!) we have driven up our conversion rate for setting up meetings with fundraisers. Now we are… Read More


3 Types of Stories Major and Planned Gift Officers Should be Telling

Storytelling is important for major and planned gift officers because it helps move the donor through the decision-making process. Choosing the right story at the right… Read More


How to Use Facebook to Promote Planned Giving

Amy Goldman (Vice President, Planned Giving – City of Hope) is the fearless leader of one of the most talented and hardest working planned giving teams… Read More


Are You Getting Your Fundraising Advice From Lawyers?

How in the world did this happen? Why was it ever allowed? Who first accepted this?   For some strange reason over several decades, too… Read More


What’s Wrong with Storytelling for Fundraising

I get it! I get it! Tell stories! There’s been a lot of talk about storytelling for fundraising recently. Just a few weeks ago lots of… Read More


5 Big Reasons For My Gratitude This Thanksgiving

If you had ever received a “Thank You” note from me, you’d remember that the inside says, “Gratitude is the Best Attitude” because I am… Read More


2 Big Reasons Why You Should Stop Complaining About DAFs

My position in the debate about whether donor advised funds are good or bad for charities is that:   1. Nonprofits must take some blame… Read More


WARNING: The Gap is Widening and Your Competition is Winning…

Some of you are not yet marketing planned gifts. Some are marketing planned gifts but are not using digital channels such as websites, landing pages… Read More


Are You Just a Good Vampire?

Last weekend I was at a party and someone asked me what I did for a living. After briefly explaining our focus on major and… Read More


7 Traits of the Best Nonprofits

Funny thing is this… the traits donors look for in a nonprofit are the same traits they look for in a relationship with a person…. Read More


3 Actions You Can Take if Your Nonprofit Website Looks Like a Brochure and Acts Like a File Cabinet

Most nonprofit websites really stink!    There, I said it.   Why? Because they are simply online brochures or, worse, filing cabinets of stuff you… Read More


3 Big Reasons Why Charities Should Work to Get Gifts in Wills from Middle-Aged Donors

1. It can turn them into more committed and more charitable donors.  “Among those supporters who didn’t have a charitable plan and then added one,… Read More


This 1 Thing About Nonprofit Marketing Will Make You Mad

There’s a club. I’m not in it. The club includes a bunch of people who, at every chance possible, will speak at conferences. Invariably they will… Read More


22 Things Unhappy Fundraisers Do

You simply can’t raise more money if you are unhappy. A friend recently sent me this list of what unhappy people do.  So I thought I’d share… Read More


7 Great Fundraising Tips from Daniel Pink's New Book: To Sell is Human

To say that I love this book is a gross understatement. Here are my takeaways. But you really should read this book if you hate… Read More


Try this: PIZZA PARTY PLANNED GIVING!

I once came up with this but, honestly, I have never tried it. It’s called PIZZA PARTY PLANNED GIVING. Let me know if you think it… Read More


2 Places to Find the Best FREE Fundraising Resources in the Universe

I love their stuff so I thought I should share their links.   1. Claire Axelrad’s Clairification:  The best resource for all kinds of fundraising insights…. Read More


How Much Would You Pay for "Visibility"?

Recently, a client was approached by an advertising sales rep at a large national publication peddling a 1/8-page ad in a “special edition” that will… Read More


I Love Results. Do You?

I love happy clients. I love happy donors. I love results.   If your major gift and legacy gift marketing campaigns are not generating piles… Read More


Your Job is NOT to Raise Funds

You are not a fundraiser. You are, instead, an engagement facilitator. Tweet this! And, the purpose of your engagements with donors is to discover why… Read More


Engagement is Everything!

Hi-end hotels = Service is everything   Amazon.com = Convenience is everything   Hardware tools = Reliability is everything   Home alarm systems = Security is… Read More


5 Ways to FAIL at Major and Legacy Gift Marketing (and 3 Ways to SUCCEED)

Ways to fail 1. Listen to your marketing staff, family, friends, board members, or your “gut” 2. Listen to your donors (even they do not… Read More


DUMB = Only Marketing Planned Gifts to Supporters When They Are About to Die

Recently I was reminded of a presentation at a conference that baffled me for two reasons:   BAFFLED REASON #1–  The “planned giving marketing expert” ran… Read More


How to Increase Fundraising Revenue by 68% by Simply Mimicking Your Donors

I love studies about waiters and restaurants. If you’ve been reading my blog for a while you know that I truly think great waiters would… Read More


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