Smartideas

Helping you qualify, cultivate and prioritize major donors and legacy supporters so you can have fun closing more gifts more efficiently.

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Imagine: One extra call each day.

I simply love inspirational quotes. Here’s one I recently came across from Thomas Edison. He once said, “The successful person has a habit of doing… Read More


How success and happiness relate to the raising of money

Everyone wants success and happiness in their lives. Sadly, too many people are misled or misdirected by the media and teachers about what success and …


The single worst way to evaluate your planned giving marketing program

Recently someone told me that their current planned giving marketing efforts were not working. “How do you know?” I asked. “Because there’s been a drop… 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


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


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


How the tortoise beats the hare in planned giving marketing every time.

I’ve been thinking about all the different philosophies that people have when it comes to planned giving marketing.  There are so many out there that… 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


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


Things to consider for smart marketing… instead of "wingin' it".

Strategy is everything. Am I going overboard?  Maybe.  But from where I sit, I see companies- large and small- spend tons of time and money… Read More


The joy of cold calling- 2 reasons to LOVE doing it! Plus some wisdom from Rocky Balboa

Here are two reasons you should absolutely love cold-calling.  One is mine.  The other is a reason I recently heard from a salesman I interviewed… Read More


How to dramatically cut postage, printing and fulfillment costs while reducing your impact on the environment.

Regularly sending out lots of information to prospects, clients, or customers? How are you doing that?  Is it time consuming?  Are the packets messy?  Lots… Read More


What's your objective?

In an attempt to generate leads and grow her business, I had one client recently say, “I’m thinking of placing some ads in the local… Read More


Success vs. Achievement (smart philosophy from MarketSmart)

People are mixed up about two very important words- success and achievement. A Thesaurus will tell you that success is achievement and achievement is success…. Read More


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