Smartideas

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

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


Postcards get one more breathe of life for direct mail marketing

Why not create some postcards in bulk to save money and keep your marketing schedule consistent and on-track all year long? While postcards are a… Read More


Religious giving on the decline.

My new friend, Terri Preskar found this interesting tidbit and passed it on to me so I thought I’d share it. In J. Clif Christopher’s… Read More


Direct mail still has a place in marketing

Although direct mail requires printing and postage, I have to say that… if it’s done right… it’s still one of the most effective marketing media… Read More


People who donate a lot must be on drugs!

And that’s a good thing because the more you give, the more dopamine gets released into your system.  Dopamine is the chemical your body releases… Read More


What's the response rate?

I hear that question a lot in lead generation marketing, planned giving marketing, sponsorship marketing and just about any other kind of marketing you can… Read More


Kony 2012, fundraising and armchair activism.

What do you think about Kony 2012?  I think it’s very slick.  But just imagine a video like this used to get people in other… Read More


The least expensive ways to build awareness for your planned giving program

The opportunities for building awareness for your planned giving program are all around you.  Put these words everywhere you possibly can: Please consider leaving {your… Read More


Behind the stats and metrics of email marketing for planned giving marketing

On a listserve recently there was a discussion about what you can expect from email marketing in planned giving marketing.  I can tell you that,… Read More


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