Posts Tagged ‘goal’

Why we love planned giving

Monday, April 22nd, 2013
80 20 rule for planned giving

80 20 rule for 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 hard work and smart strategic planning.

But we’re not bummed-out, are we?  Even if the seeds you plant and have already planted might not benefit the organization you serve for 10 to 20 years (or more)… and even if you won’t get the credit for a good bit of your hard work… you and me… we love planned giving!

Here’s why:

  • We know that the 80 / 20 rule applies to planned giving.  In other words, we know that a small number of donors (“the 20″) will leave amazing gifts (“the 80″) if we educate them about the possibilities.
  • We know that these donors are average folks.  They aren’t rich elites.  We can relate to them.
  • We know that future generations will benefit because of our hard work and conscientiousness today.
  • We know that we are already in the midst of the greatest transfer of wealth.
  • We know that the conversations we have with prospective donors bring out amazing stories of passion and love.
  • We know that we can help make the world a better place.

My hat goes off to everyone in the planned giving community every day.

How the tortoise beats the hare in planned giving marketing every time.

Sunday, April 14th, 2013

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 it’s hard to know who really knows their stuff.  There’s no consensus.  And, I can honestly say that there’s no “one-size-fits-all” strategy.  Each organization has to determine what works for them.

But one think I know is true for sure.  You simply can’t beat doing things right.  So that’s what lead me to create this little graphic that compares the tortoise and the hare in planned giving marketing.

Which one are you?

Planned giving marketing tortoise versus hare

Start with the end in mind.

Friday, May 18th, 2012

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 up going nowhere.

The rope theory of life.

Wednesday, May 16th, 2012

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 of us has a choice.

You can either climb up the rope, dangle on it, or hang yourself with it.

What have you chosen to do?

Just imagine what the world would be like if all of us spent a lot less time examining the rope we were given… and a lot more time examining how we’re going to climb up them.

A refresher on setting goals.

Tuesday, January 4th, 2011

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 nowhere.”

So each year I like to start off with a blank sheet of paper and a cup of coffee in a quiet room to think about where I’m headed.  I think about what I want to achieve.  What I want for my family.  What actions need to be taken in order to achieve my goals.  I work backwards beginning with the end result and what needs to be done to get there.

I recommend you do it too.  Remember, success IS the pursuit of a worthy goal.  So, if you set your goals and begin to move toward them, by this definition you will be successful every step along the way.

Here are some important things to consider as you go about setting your goals:

1-    Be realistic.  Are your goals attainable?

2-    Be specific.  Use numbers to quantify what you would like to achieve.

3-    Measure your achievements.  You cannot improve upon that which you do not measure.

4-    Set a timeframe.  A goal with no end date is like a football game without a time limit.  The game has to end sometime.

Have a great year!!

Things to consider for smart marketing… instead of “wingin’ it”.

Monday, September 20th, 2010

Strategy is everything.Light bulb for smart marketing strategy and ROI

Am I going overboard?  Maybe.  But from where I sit, I see companies- large and small- spend tons of time and money on marketing without a well-conceived strategy.  It breaks my heart!  And if they would just take some time to think about what they are doing, they could increase their effectiveness by leaps and bounds.

Here are some things to consider for smart marketing (instead of “wingin’ it”).

A marketing strategy helps you define the heart and soul of your business.  I’ve heard CEO’s say, “we need to do more marketing” or “we need more leads”.  Then, some advertising opportunity comes along and they think to themselves, “let’s try it!”  So they fly out to an event, whip up an ad or blast out an email and WHAM!… marketing done!  Check!

Did it work?  Maybe.  But one successful marketing effort doesn’t mean squat!

You’re in this for the long haul, right?  So we recommend you sit down and THINK about what your company is really all about. You need to embrace the process of creating a strategic marketing plan.   Dig deep to determine:

  • who are your competitors
  • how does your business compare
  • what are your competitive advantages
  • what are your features and benefits
  • why should someone choose to work with or buy from you
  • and- more importantly- what is the core of your company all about

I’m over-simplifying the process- I know.  But I’m trying to get you to think for a minute because there’s so much that needs to come out of the strategy process you also need to consider your prospects:

  • how big (or small) is your target market?
  • who should you target and why?
  • are they profitable targets?
  • when and where should you try to reach them?
  • how can you reach them?
  • what’s the most cost-effective way to deliver your message?

Now that you know what the “heart and soul” of your company looks like, who you need to talk to and how to reach them… you need to figure out how to communicate with them.

  • how can you get them into the purchasing process now?
  • what messages will resonate?
  • what offers will get them to raise their hands?
  • what information can you provide to move them through the purchasing process faster?

You can’t just pull the trigger on marketing.  THINK first.  Create a strategy.  Only then should you seek out tactics.

Success vs. Achievement (smart philosophy from MarketSmart)

Saturday, April 3rd, 2010

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. They’re synonyms.  Right?  Wrong! I disagree.

And I believe the media, politicians, and even schoolteachers inadvertently confuse people by propagating the interchangeability of both words.   The problem is… achievement does not always yield a positive outcome.  Therefore, achievement can’t equal success.  For instance, some people achieve great heights by trampling on others either physically, emotionally or financially.  Is that honorable?  Are those achievements worthy of being sought after?  How about the drug dealer who makes a ton of money selling poison and death to children?  Will his achievement make him a “success story”?

Here’s the definition of success I learned from the best-selling author and speaker Earl Nightingale (founder of Nightingale/Conant- the world’s largest publisher and producer of self-development products).

Success is the pursuit of a worthy goal.

Conversely, achievement is attainment or the accomplishment of a goal or purpose.

Now this might take a minute to grasp because we’ve been taught otherwise for too long.  So stay with me.  All our lives we have been told that achievement equals success.  But that’s simply not the case.  Think of them as two very different concepts.

Let’s go back to my favorite definition.  Success is the pursuit of a worthy goal. It means that one will be, and will continue to be, successful as long as they simply pursue a worthy goal.

Here’s an example.  My 11-year-old daughter loves ponies and horses.  One day she decided to raise money for a wild mustang rancher in California who saves wild mustangs destined for the glue factory.  She called up some friends and asked them to help her bake and sell cookies for her cause.  Soon they were blasting out emails, texting, and chatting with 5th graders all over town promoting the idea.  A few hours later they had tons of cookies and over $480 in donations pledged.

Now.  When was my daughter successful?  Was it when she got the $480 in her hands?  When she sent the money to the mustang ranch?   When a news reporter decided she was successful and promoted her story in the media telling people what she accomplished?

No.  My daughter was successful every moment she pursued her worthy goal.  From the moment she decided she was going to do something positive and every step of the way thereafter, she was successful.

Success is the journey.  Using this definition, you can be successful every moment.  While we pursue a worthy goal, every step we take, every word we say or write, and everything we do that leads up to our attainment of that worthy goal makes us successful.

Simply stated, we are successful as long as decide to pursue worthy goals and act upon that decision.  Not when we attain them (as we have been taught).

Living a successful life and running a successful business are the same.  They both require us to decide upon several worthy goals and continuously take steps to pursue them.  Those who do achieve great things on the path called “success”.

The MarketSmart take on it all: You can have achievements without success.  But you can’t achieve anything worthy without being successful.