Smartideas

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

4 simple suggestions to improve your planned giving marketing.

Most people think planned giving marketing is complicated.  It isn’t.  Here are some really simple suggestions for generating planned gifts. 1- Make your planned giving… Read More


How a smile can increase revenue.

One of the best things you can do to generate more revenue is very simple— smile! I know it sounds hokey but think about this:… Read More


The best planned giving blogs on the planet!

Please trash, bash or help me add to this list: 1) The Planned Giving Blogger by Phyllis Freedman https://www.smart-giving.com/plannedgivingblogger/ 2) Planned Giving Breakthroughs by Lorri… Read More


How to use a blog to generate planned gifts.

According to research by the University of Massachusetts, charities and higher education have a higher adoption rate for blogs than any other category. And that… Read More


Are planned giving prospects on the Internet?

I think it’s safe to say that the argument is over— seniors and all other planned giving prospects are on the Internet. Here are some… Read More


Are you an enlightened marketer?

Do you use big words when you talk about your marketing campaigns?  Do people have mystified looks on their faces when you discuss things like… Read More


9 reasons to QUIT SOCIAL MEDIA from Erik Graf

In his recent post on The Social Graf, Erik Sass punches social media in the face a bit.  There are some interesting thoughts here although… Read More


What age group responds to planned giving email marketing the most?

What age group responds to planned giving email marketing the most? The following chart shows the age breakdown for the leads we generated and gifts… Read More


What's missing from most planned giving websites

Here’s my list of top things missing from most planned giving websites: 1- Phone number – It’s amazing that people forget this but they do! … Read More


The 80/20 rule still applies… if you'll apply it.

In commercial business, we call it the 80/20 rule. 80% of your revenue and/or profits will come from 20% of your clients. It’s the same… Read More


Concentric circles

Traditional planned giving marketing theory talks about concentric circles a lot.  Start with your Board, then major donors, and keep going outward toward the least… Read More


13 stages of the consideration / evaluation process for making a planned gift

Prospective donor buys into your mission Has a clear understanding of the future needs of your organization Sees the organization as a good investment because… Read More


An example of a real-world thank you that worked!

We needed a display for our booth.  We needed it quick.  We got it on-time and it looked fabulous! Then we got this nice, personalized,… Read More


Innovative possibilities are right in front of your face.

Most of the time innovation is possible simply by taking what has already been created and mixing it up a bit. Let’s play the game…. Read More


Start with the end in mind.

Begin by deciding where you want to be.  Goals and strategies come before tactics every time. If you don’t know where you’re going… you’ll end… Read More


The rope theory of life.

Everyone gets a rope. Some are shorter than others.  Some are thicker than others.  Some have notches.  And others are a little bit slippery. Each… Read More


Seven neat planned giving marketing quotes

“Even if I knew that tomorrow the world would go to pieces, I would still plant my apple tree.” – Martin Luther     “A… Read More


The number one thing to avoid saying when you call a planned giving prospect

So somebody was interested in learning more about how to update their will.  You know because they sent in a reply form from one of… Read More


Stop whining and do something!

Warning:  This could sound like a political post.  I’m not sure if I’m on the right or the left politically.  Sometimes I agree with one… Read More


Could advertising to your Facebook fans be a stroke of planned giving marketing brilliance?

Think about this. Planned giving marketing begins with a good list, right? I’ve seen it time and time again.  When we look at the folks… Read More


Update to our post about Facebook!

Yeah.  I know I said we didn’t have a Facebook page because it didn’t fit with our strategy. But guess what?  Now that they changed… Read More


What's wrong with the words on planned giving websites?

Now that I have your attention, I’m actually going to tell you that the problem with planned giving websites doesn’t begin with the words.  It… Read More


Follow-up to the post about being disliked…

If you don’t know Seth Godin, you should. Here’s a post that is much better than mine about being disliked. When it comes to marketing,… Read More


Get ready to be disliked!

If you create something new.  If you innovate.  If you are different.  Get ready to be disliked. You and your non-profit or your business simply… Read More


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