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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Find your dream job with these 3 simple steps

If you don’t know where you are going, you will never get there. Here’s how to start with the end in mind so you can be… Read More

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

Fail more.

“I have not failed. I’ve just found 10,000 ways that won’t work.” – Thomas A. Edison – “Success is stumbling from failure to failure with no… Read More

What activity metrics you should measure for effective long-term planned giving marketing

For effective planned giving marketing, you really should be keeping track of your metrics. That’s because it’s not like traditional fundraising.  You can’t send out… Read More

Trillions and trillions of dollars.

Between 2000 and 2050 $12 trillion is expected to go to charity in the form of bequests. That’s $12 TRILLION! Or, 12,000 X ONE BILLION…. Read More

Are you an enlightened marketer?

Do you use big words when you talk about your marketing campaigns?  Do people have mystified looks on their faces when you discuss things like… Read More

What age group responds to planned giving email marketing the most?

What age group responds to planned giving email marketing the most? The following chart shows the age breakdown for the leads we generated and gifts… Read More

2 very interesting planned giving marketing charts

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

Direct mail still has a place in marketing

Although direct mail requires printing and postage, I have to say that… if it’s done right… it’s still one of the most effective marketing media… Read More

What's the response rate?

I hear that question a lot in lead generation marketing, planned giving marketing, sponsorship marketing and just about any other kind of marketing you can… Read More

Get more bang for your direct mail buck

Add relevance and a personalized URL Yes, I’m talking about personalization.  Direct mail works best when it is relevant. So we recommend you send targeted… Read More

3 simple ways to get prospects to CALL YOU.

These days there’s a lot of talk about how you should use your website as a marketing machine.  …A lot of talk about search engine… Read More

So how effective is inbound internet lead generation?… Really!

I love Marketing Sherpa.  They have great charts and free information. Of course, they’re trying to sell you their three-hundred dollar benchmark reports.  But I… Read More

How the new rules of marketing apply to planned giving. (A SmartGiftmaker® blog post)

If your organization desperately needs to generate more planned gifts, bequests, charitable gift annuities, etc… it’s time for you to embrace the new rules of… Read More

3 Steps to Figure Out Which Email Subject Line Will Perform Best

So you’re scratching your head wondering which subject line will get your email blast opened and read, right? Scratch no further. Here’s how we choose… Read More

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