Smartideas

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

5 stages of the commitment process for planned gifts

Let’s look at the five-step process individuals take before they reach a decision to leave a gift . 1- Attention Simply stated, you cannot get… Read More


Is your website your most effective marketing tool?

Your website should be your most effective marketing tool for lead generation and education. The days of “online brochures” are gone. At the very least,… Read More


What is a highly-qualified lead for planned giving?

A great deal of confusion surrounds whom you should approach for planned gifts. So let’s begin by defining the types of people you will find… Read More


Add some "ONSERTS" to your outgoing email or mail.

Well you’ve heard about inserts – what about onserts? These work because your best business and best referrals will come from your past customers. Check… Read More


Two types of Twitterers revealed.

An article by Fast Company (https://www.fastcompany.com/blog/kit-eaton/technomix/attention-marketers-80-twitterers-are-narcissists) recently summed up an interesting study about Twitter users. They found that there are essentially two types of Twitterers…. Read More


Why some planned giving departments are missing out on bequests.

A friend of mine went to a really large public university.  He heard about our SmartGiftmaker and told me I should call someone at his… Read More


Some neat research for planned giving marketing.

The National Committee on Planned Giving* found: that most donors first make a will at age 44 the average age of their first charitable bequest… Read More


Seven things to consider adding to your website to help generate leads

Your website should be your most effective marketing tool for lead generation and education. The days of “online brochures” are gone. At the very least,… Read More


For planned giving marketing- absence of children tops the list

For planned giving marketing, determining who to target is always a tricky task.  There’s lots of literature out there on this subject.  But I found… Read More


Who answers your telephones?

Is the person who answers your phones also your least trained employee? If so, why? Do they answer the phones with class or “attitude”?  And… Read More


Go ahead… Cold call!

Recently someone told me at a networking function that cold-calling was “old-school” and didn’t work. Of course this person admitted he never made a cold… Read More


How to determine which networking events to go to for lead generation.

There are hundreds of networking opportunities in every major city in America – from chambers of commerce to simple clubs and groups. All you need… Read More


Is your business card optimized for marketing performance?

Okay I know business cards have been around for at least a hundred years.  But let’s not forget that they are still one of the… Read More


Why people won't call their leads- a post about sales call reluctance.

Just last week I had two discussions with two different clients that blew me away.  We were talking about the leads my firm generated for… Read More


For planned giving marketing…. the difference between suspects, prospects and qualified leads.

Sometimes we need to step back and evaluate our planned giving database objectively.  Here are three categories you might consider for your planned giving marketing… Read More


What is a QR code and how can you use one for marketing?

A QR code is a “quick response” code.  They are easy to create (there are dozens of free tools available online).  And they simply drive… Read More


A refresher on setting goals.

It’s 2011.  Have you set your goals yet? Someone once told me, “if you don’t know where you are going, you’ll probably end up going… Read More


How to leave a voicemail while cold-calling or making follow-up calls.

As most of you know, I still believe in cold-calling. That’s because it still works! Sure I’ve had people tell me it’s old-school. But I don’t… Read More


Interruption marketing is NOT dead.

Evangelists are popping up everywhere screaming that “interruption marketing” is dead. Folks like David Meerman Scott (author of The New Rules of Marketing and PR),… Read More


The White Pages telephone books are dead.

Well…  almost dead.  Let’s say they are dying.  And the Yellow Pages will be right behind them. Verizon has stopped distributing the White Pages in… Read More


Ever wonder what the heck your salespeople are doing all day long?

First off, this is not a rant about insecurity or paranoia.  Rather, I’m sad to say that many sales people will take advantage of you… Read More


3 simple ways to get prospects to CALL YOU.

These days there’s a lot of talk about how you should use your website as a marketing machine.  …A lot of talk about search engine… Read More


Direct mail drives online interactions?

According to research from Pitney Bowes, “60 percent of respondents believe that offline marketing is most likely to get them to visit the website of… Read More


How's your data?

Recently I attended a networking luncheon where I spoke to a bunch of smart entrepreneurs and asked, “how’s your data?”  Is anyone using a CRM… Read More


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