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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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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 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


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


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


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


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


Why "hope" is not a strategy.

People have been throwing the word “hope” around a lot lately.  Two years ago President Obama’s entire campaign focused on that very word.  And although… 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


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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