Smartideas

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

How transactional donor relationships kill generosity

In nature, giving to unrelated others can be sustainable. But it requires some form of reciprocity. This need not be immediate. It need not be… Read More


How to Respond Effectively to This Common Objection and Secure More Major Gifts

Have you heard this objection before? “I’ve been giving for 20 years. There’s nothing you can tell me I don’t already know.” This is an… Read More


If you don’t like wealthy people, it’s time to think about a career change

Nobody gives when they feel the professionals working for an organization or institution dislike them. I’m writing this today because I’m constantly befuddled when I… Read More


Dr. James explains why sustainable giving starts by answering, “Do we have a shared future?”

It starts with a question In nature, sustainable giving to unrelated others does occur. But it happens only with reciprocal alliances. These alliances start by… Read More


Effective Fundraising Strategy is Rooted In Fundraising Fact

Everyone Is entitled to their own fundraising opinions but not their own fundraising facts. That’s what the brilliant Daniel Patrick Moynihan said, without the reference… Read More


How fundraisers can help their cause resonate with donors

Story works In fundraising, story is powerful. Story works better than formal descriptions. Story works better than facts and figures. Simply, story works better than… Read More


9 Secrets for Success in Major Gifts Fundraising

Here are Nine Things I Wish I Knew My First Year in Major Gifts 1. Stop talking so much. Ask Good questions and listen. 2…. Read More


6 Reasons Pausing the Solicitation Process Can Increase the Amount of a Major Gift

Patience is powerful. When pursuing major gifts, it’s tempting to want to go fast, and to accept the first gift a donor offers. You don’t… Read More


Why Wealth Screening Data Fails to Identify Your Most Generous Donors

Wealth screening data gets a lot of attention and usage from nonprofits looking for a quick way to identify people more likely to make a… Read More


How to build deeper connections with your donors using surveys

Socratic fundraising asks questions. It’s easy to think of this as face-to-face, one-on-one conversations. But sometimes that isn’t feasible. The right personnel aren’t available. Or… Read More


Fundraising Success: The Road Less Valued

I began noticing the disparities early in my fundraising career. Much of the fundraising advice shared at professional conferences did not seem to accurately reflect… Read More


The Ultimate Source for Fundraising Questions – From Permission to Confirmation

Questions are the most powerful tool in a fundraiser’s toolbox. More than anything else, asking good fundraising questions will build trust with donors, allow them… Read More


Why tracking fundraising calls is your key to success

NO ONE WILL SAY YES TO A VISIT… I’VE TRIED EVERYTHING! Really? Frequently I’ll talk to someone who is just getting serious about scheduling visits… Read More


Planned Giving Language – Words to Use and Avoid in Your Legacy Fundraising

There are two languages in fundraising – donorese, and organizationish. And, as often happens when people speak two different languages, miscommunication happens, and it obstructs… Read More


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


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