MarketSmart, LLC | About Us - MarketSmart

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About Us

Our Philosophy: The 80-20 Rule

We know that more than 80% of your revenue comes from less than 20% of your donors. So, we focus on the 20% with our innovative tracking technologies and marketing services to generate nonprofit leads, cultivate relationships and deliver results at lower costs.





Our Technology: Now you can zero-in on the best prospects for major and planned gifts by tracking your supporters’ engagement on your web pages

When we first started delivering smart, 80-20 thinking to organizations like yours, we knew we needed technologies that could get prospects to raise their hands. Technologies that could track online engagements, interests and passions. Technologies that could help you zero-in on precisely who you should call and when to call them. But there was a big problem— the
technology didn’t exist. So we built it ourselves.



Our Products: The ultimate fundraising tools are finally here— game-changing marketing systems combined with real-time online donor tracking technologies

  1. surveygiftmaker

    The most effective donor survey tool ever created

  2. legacygiftmaker

    The ultimate planned giving website platform for tracking engagement

  3. giftmaker+

    Automated, ongoing email cultivation (“drip marketing”)

  4. majorgiftmaker 

    The ultimate major giving micro-site system for engagement tracking and scoring



Our Story



In 2007 MarketSmart’s founder, Greg Warner, received a newsletter from one of his beloved  charities, which seemingly sought to generate leads for its planned giving department. He decided to call them to see if their impersonal mass-marketing approach was working well. It was not.

So, Greg decided to improve the effectiveness of the charity’s lead generation and cultivation efforts with a fresh strategy. After implementing Greg’s plan, the organization generated more highly qualified leads—and found more gifts—than it had previously uncovered in any single marketing campaign, ever.

After that initial success, Greg recognized that the greatest transfer of wealth in U.S. history was imminent and decided to act. He realized that by combining his understanding of high technology with savvy marketing strategies and superior sales skills, he could help non-profit organizations increase the pace and scale of their planned giving efforts.

Today, MarketSmart is a planned and major gift marketing software and services firm that helps nonprofits raise more money more efficiently. The firm’s cornerstone engagement fundraising platform uses cutting-edge tracking technologies to help fundraisers zero-in on and effectively cultivate donors that are most likely to deliver large, major or legacy gifts.

That’s the PR version. Now click here to read the backstory.


Marketsmart Timeline Infographic