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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6 reasons why some donors prefer to stay anonymous

In case you’ve ever wondered why some donors prefer to stay anonymous, here are 6 proven reasons why: 1. They do not want fundraisers from… Read More

What The Heck Is Progressive Profiling And Why You Need To Do It?

It’s about their timing, not yours. Fundraisers, as well as their organization’s leadership and board members, need to come to terms with the fact that… Read More

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

Donor Complaints: Why it's a bad idea to get upset with donors when they complain

No one likes to hear complaints.  But when you work for a nonprofit or a private sector business, you need to welcome complaints. Here’s why:… Read More

Why people WON'T give you money

Today, instead of talking about what makes people give, let’s take a look at what thwarts giving. You can find examples of communications that depress… Read More

Does an "empathy gap" exist among your donors?

A lot of charities tout the fact that they take care of their own. Marines helping marines! Cancer patients helping cancer patients! And so on…. Read More

The top 10 reasons why your donor outreach fails

Here’s a list of top 10 reasons why your donor outreach fails: #10. It’s boring #9. It’s impersonal #8. It’s irrelevant #7. It lacks emotion… Read More

Are you being tested?

Mark Zuckerberg’s big $100 million gift in 2010 In 2010, Mark Zuckerberg (Facebook founder and CEO) gave $100 million to help fix Newark, New Jersey’s… Read More

Why failing to focus on major and planned gifts can be so dangerous

For decades, it’s been abundantly clear that a very small number of people have been and continue to be responsible for most of the money… Read More

Everything You Ever Wanted to Know About Nonprofit Marketing

This is a pretty good place to go if you like to read about nonprofit marketing and fundraising. It’s an “aggregator” of blogs. Check it… Read More

Test with email first

I think it’s time we finally let go of direct mail as the first option for planned giving marketing— especially if your budget is tight…. Read More

How to make the initial engagement with a planned giving prospect.

Recently on the Smart Planned Giving Marketers group on LinkedIn, a member of the group asked the following about making the initial engagement with a… Read More

Marketing is easy, right?

Thanks to LUMA for providing this awesome graphic that shows just how many tools you could use for marketing efforts these days.  These tools make marketing… Read More

8 ways to promote your planned giving program on Facebook

1. Announce a gift you recently received (a modest one… legacy gifts mostly come from average folks— not the rich) and say “thank you” 2…. 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

If you can ask for likes on Facebook, you can ask for legacy gifts everywhere

It drives me a bit batty every time I see an organization put the following words on the bottom of their emails or advertisements: “Like… Read More

The presence of children does not affect whether or not someone would consider a gift in their will or estate.

Donors without children make the best planned giving prospects.  Right?  Well, I’m not so sure right now. Often my firm will conduct unscientific donor surveys… Read More

Why you should simply make your planned giving messages simple.

Recently a client asked me to review and critique a fundraising letter.  It was written by one of her committee members.  Can you say, “awkward… Read More

What to do if your web master won’t promote planned giving on your website…

Don’t fight the power.  If your web master simply won’t post a banner ad or a promotion for your planned giving pages on your main… Read More

Are mobile devices impacting your planned giving marketing plans?

Phyllis Freedman’s recent blog post pointed out that many nonprofit’s websites do not work on mobile devices.  I knew she was right.  But so what? … Read More

49 things you might want to include in your planned giving website — SmartGiftmaker’s super-secret internal content checklist

If you need help trying to decide what to put on your planned giving website, here’s our in-house content guide and checklist. We use this… Read More

The planned giving marathon is all about engagement.

Recently someone told me that their organization doesn’t consider a planned giving lead to be a “real lead” unless someone is calling in or requesting… Read More

The best planned giving blogs on the planet!

Please trash, bash or help me add to this list: 1) The Planned Giving Blogger by Phyllis Freedman 2) Planned Giving Breakthroughs by Lorri… Read More

How to use a blog to generate planned gifts.

According to research by the University of Massachusetts, charities and higher education have a higher adoption rate for blogs than any other category. And that… Read More

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