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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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


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


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


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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