Smartideas

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

Can it be True? Wearable iPhones??

Can you say, “Dick Tracy?”  It looks like the next big thing from Apple will be wearable iPhones.  I’m so excited.  I hope this is… Read More


The 7 faces of philanthropy simplified

I finally got around to reading a terrific book titled The 7 Faces of Philanthropy (Prince & File). Boy am I sorry I waited so… Read More


9 Questions Fundraisers Need to Ask Themselves in Order to Improve in 2014?

Commercial businesses and charities both have to fulfill needs in order to survive.  But whose needs do they serve? You might think that commercial businesses… Read More


How to make the initial engagement with a planned giving prospect.

Recently on the Smart Planned Giving Marketers group on LinkedIn, a member of the group asked the following about making the initial engagement with a… Read More


Cast a wide net for planned gifts

From a marketer’s perspective (and based on my experience), I think fundraisers need to initially cast a wide net in order to secure more planned… Read More


Simply the simplest (and no-cost) way to market bequests.

Ask your volunteers to plan a gift! This is really very simple.  More and more seniors are volunteering these days.  In fact, Philanthropy News Digest… Read More


DMAW, their MAXI Awards, and a big “fail” for planned giving

  At the 2013 Bridge Conference last week, you could walk through a wonderful “museum” of award-winning direct marketing fundraising packages. They were neatly on… Read More


Stop puffing out your chests… the donor is awesome— not you.

Too many nonprofits are too focused on themselves. “Look at us!” “Here’s what we did.” “Aren’t we great?!?”  “Now give us some money to do more great… Read More


Why call it moves management?

I don’t like the term “moves management”.  Why?  Because it focuses on you and your organization.  It’s about your moves. Sure, it uses aliteration so… Read More


Why do people give (and what’s wrong with the list)?

In Ken Burnett’s awesome book titled Relationship Fundraising, he lists 18 reasons why people give.  I love the list but there’s one thing wrong here…. Read More


Why looking at response rates for planned giving campaigns is a rookie mistake.

Have you ever sold your home? If so, how many buyers did you need? Just one right? So if you put your house up for… Read More


How to CONFUSE your donors and get FEWER gifts.

Does your planned giving marketing copy make [insert word here from below] sense? ANY SOME NO Or does it make COMPLETE sense? Most planned giving… Read More


How to market the Charitable IRA Rollover?

In case you forgot, the American Taxpayer Relief Act of 2012 reinstated the Charitable IRA Rollover through December 31, 2013. So, at the risk of oversimplification,… Read More


Why Bother Finding Hidden Planned Gifts?

Recently someone told me that their organization’s leadership placed a very high value on finding hidden planned gifts.  All of their marketing encouraged planned giving… Read More


Why an emphasis only on counting planned gift disclosures is misguided.

In planned giving marketing we are told to spend a lot of time trying to get people to disclose the fact that they included the… Read More


How to really measure the effectiveness of your legacy gift marketing efforts.

I’m kicking myself because I didn’t think of this and I certainly can’t take credit for it.  A brilliant researcher (Russell James III, J.D., Ph.D.,… Read More


Marketing is easy, right?

Thanks to LUMA for providing this awesome graphic that shows just how many tools you could use for marketing efforts these days.  These tools make marketing… Read More


8 ways to promote your planned giving program on Facebook

1. Announce a gift you recently received (a modest one… legacy gifts mostly come from average folks— not the rich) and say “thank you” 2…. Read More


Another idea to think about before you write your fundraising copy

Carol Pollack from Planning and Endowment Consulting had a great idea to add to yesterday’s post.    


Before you begin to write your fundraising copy, print this out

….Just a cute reminder.  Print it out and hold it in front of the mirror.      


Why we love planned giving

So you probably won’t see much of the fruits of your labor.  And, years from now, someone else will probably get the credit for your… Read More


Multi-channel marketing and planned giving

Today Seth Godin writes, “Repetition increases the chance that you get heard.”  And, he continues, “Delivering your message in different ways, over time, not only… Read More


Why selling planned gifts is different (the case for a multi-step cultivation effort)

Seth Godin is pretty smart.  He really understands marketing. In his recent blog post he discusses why we should sometimes avoid “easy leads” and, rather,… Read More


What activity metrics you should measure for effective long-term planned giving marketing

For effective planned giving marketing, you really should be keeping track of your metrics. That’s because it’s not like traditional fundraising.  You can’t send out… Read More


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