Smartideas

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

Why RFM Fails at Populating Fundraising Caseloads

Many nonprofits use RFM as a means to fill their fundraising caseloads with supposedly qualified prospects – people who have a good chance of becoming… Read More


Want More Gifts of Assets? Get the Wealthy to Talk about Their Wealth Assets

One of the most overlooked secrets to getting wealthy people to commit to a major gift is to simply get them talking about their wealth…. Read More


The Best Caseload Size for Gift Officers – A New Formula

What is the ideal caseload size for gift officers? A quick internet search serves up a classic example of the term ‘conventional wisdom.’ Nearly every… Read More


How to Make the Ask of a Gift in a Will Less Scary

Sure, asking for money is hard. But asking for an estate gift? Even experienced fundraisers can get squeamish. As Anne Melvin puts it, “For many… Read More


The Secret to Booking More Visits

DO THIS ONE THING TO BOOK MORE VISITS: The next time someone tells you they don’t want to visit… in other words, they slap you… Read More


Why Fundraiser Turnover Is So High

Fundraiser turnover is an epidemic. And that’s not just our opinion or an attempt to be dramatic. Actual researchers used that label to describe the… Read More


Dr. James explains why “No” often leads to “Yes”

Disaster! We put in the work. We put in the planning. We carefully execute each step in the cultivation process. We thoughtfully craft and stage… Read More


For Stronger Philanthropic Partnerships: Match and Share Back Stories

I wasn’t interested in many Olympic sports until someone came up with the clever idea of preceding them with insightful and inspiring stories about the… Read More


The problem with participation rates among fundraising shops in higher education

I think colleges and universities should STOP worrying so much about DONOR PARTICIPATION RATES and become much more concerned about QUALIFICATION RATES. Just think about… Read More


Dr. James’ 3-step formula for making a compelling major gifts ask

Making the ask can be the scariest part of fundraising. Setting up social events is great fun. Being friendly with others is enjoyable. Talking about… Read More


The Importance of Being Authentic in Major Gifts Fundraising

Getting started in Major Gifts… better learn to golf! ❌FALSE❌ Of course, if you like to play golf and it works for you, party on…. Read More


6 Causes of Poor Caseload List Quality for Major Gift Prospects

If you’re a major gift officer, brace yourself, because this article might rile you up a bit. We’re going to expose some of the reasons… Read More


Dr. James Explains How Asking Permission Sets the Stage for “The Ask”

Before the ask, one step remains. Asking for permission to ask. The request is to present a challenge. This is the proposal for support.[1] Getting… Read More


A Great Disservice Some Fundraisers Do To Fundraising: Play to The Stereotype

Which stereotype do fundraisers play to? The one that perpetuates false expectations, that makes the best work seem insignificant, and causes honest feedback from fundraisers… Read More


3 Donor Related Fundraising Challenges Keeping Your Revenue Down

Major gifts fundraising faces many challenges. That’s not news, and those challenges come in many forms, from many directions. But donor related fundraising challenges often… Read More


Finally, the questions you should ask that have been proven to lead to gifts from wealth

Let’s talk about wealth We want the donor to talk about assets. Why? Because 1. It creates a setting of wealth sharing. 2. It uncovers… Read More


4 Strategies to Get More Meetings with Major Donors

Major gifts fundraising is about relationships. You know this, and it’s an easy truth to recite in a job interview. But actually developing positive two-way… Read More


Donor Identity Questions – Teasing Out Values, Beliefs, and Motivations

Donors give because giving enhances some aspect of their identity. They give for many other reasons too, but their final critical decisions regarding which organizations… Read More


How to establish “the land of wealth sharing” for major gifts donors

The “one big thing” in fundraising is always the same: Advance the donor’s hero story. That’s the right story. But for major gifts, we need… Read More


Why you should never pay fundraisers a commission

Pay fundraisers well, but NEVER pay a commission. I became the highest-paid employee besides the CEO at my organization when I worked in major gifts…. Read More


Private Foundations – What to Do About the REAL Competition That’s Beating Your Nonprofit

Your competition is not other nonprofits. Yes, perhaps there are a few others similar enough to your mission to cause a handful of donors to… Read More


How questions uncover meaningful victories in the donor’s hero story

A compelling fundraising challenge will connect with the donor’s identity. This begins with backstory. Backstory connects the cause, charity, or project with the donor’s history,… Read More


What So Many Fundraising Appeals Miss: People Want to Help People

While fewer numbers of people are giving to institutions, they continue to give in ways they find more interpersonal. They include: Grandparents helping put their… Read More


How to Get Your Team Excited about Cold Calling Supporters

Cold calling, for many fundraisers who dislike it, sits right up there with public speaking, which some surveys have found people fear more than dying…. Read More


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