About Us

Our values. Our vision. Our mission.

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Our story

How MarketSmart came to be

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.

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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.

Character, passion, integrity

Your organization is sacred. Thousands of supporters entrust you with their time, money, and energy each year. When you decide to partner with an outside organization it’s imperative that they have your best interests in mind. MarketSmart believes in character, passion, and integrity. Every member of our team meets our high standards.


Bringing an outsider in to your organization is a harrowing experience. Traditional “vendors” can leave you feeling burnt or remorseful. Not at MarketSmart. We pride ourselves on building a genuine relationship with you and your team.


Traditional approaches to solve complex problems may work, but they aren’t necessarily the best. MarketSmart strives to provide cutting-edge and industry leading research, solutions, and recommendations.

Results oriented

Return on investment is a phrase we do not throw around lightly. For our customers, return on investment is what we live for. MarketSmart is focused on results. Not bells and whistles, not pretty charts. Results.

Empathetic & knowledgeable

Our team understands your situation. With frequent volunteer days, the MarketSmart team has great empathy for the challenges you face day in and day out. The recommendations, suggestions, and proposals we make always take into consideration your circumstance.

Our mission

To be the worldwide leader in major gift and legacy gift fundraising software subscriptions and services that help nonprofits increase revenues and decrease costs, while also helping supporters find meaning in their lives.

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