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

4 Trends That Will Reshape the Nonprofit Landscape

Curt Swindoll, Executive Vice President for Strategy at Pursuant (a fundraising consultancy), outlined 4 trends that will reshape the nonprofit landscape. Here’s a summary of his… Read More

How to Optimize Your Planned Giving Inserts for Results in 6 Steps

I always recommend including inserts with my clients’ annual fund thank you letters. Doing so builds awareness for planned giving (in general) and generates leads…. Read More

How to Forecast How Much Planned Giving Revenue You Will Get

I think Michael Rosen is the most thorough of all planned giving bloggers. If you find my posts to be too short and missing some… Read More

4 Cute Cartoons About Planned Giving (Sort Of)


Your Donors Want Symbolic Immortality… So Why Not Give It to Them?

On her deathbed, my wife’s grandmother wrote this note. She asked my wife to make copies of it for each of the grandchildren in the family. Of… Read More

HEAR THE VOICE OF SMART IDEAS: Finally You Can Hear Greg Warner Talk About Engagement Fundraising!

Did you ever see pictures of someone or read their books and then… when you finally hear their voice, you think to yourself, “Hmm! So… Read More

Are You Finding the Path Up?

There’s an age-old story about two shoe salesmen sent to Africa in the early 1900’s to assess the potential of the market. Each wired separate telegrams… Read More

6 "Ins" and "Outs" for Your Planned Gift Marketing in 2015


10 Things You Should Do to Be Happier in 2015

This year we’ve been talking a lot about what makes donors give more. We’ve worked with our pal Dr. Russell James to determine which “words… Read More

Fundraising is Broken…Fix It With Engagement Fundraising

Here at MarketSmart, our mission is simple: we aim to exponentially increase revenues for nonprofits while dramatically reducing costs. But, while advancing toward our objective,… Read More

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

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