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Historical societies, museums, and performing arts centers MarketSmart supports.
Finding Major Donors Amidst Members
With no shortage of members, The National World War II Museum required a novel solution to identify, qualify, and prioritize prospects for major gift officer case loads.
The National World War II Museum was recognized as a winner in the 2017 TripAdvisor Travelers’ Choice™ awards for museums, ranking No.2 globally and No.2 in the nation. With praise like that, it’s no wonder that hundreds of thousands of people visit each year. For the development team that means they face the difficult (and worthy!) challenge of prioritizing prospects for making major and legacy gifts.
With the implementation of MarketSmart’s Engagement Fundraising system, hundreds of qualified and prioritized prospects have been identified.
Colleges, universities, and research institutions that MarketSmart supports.
Piloting Engagement Fundraising at OSU
With a targeted deployment of 10,000 email addresses, The Ohio State University uncovered dozens of previously undisclosed planned gifts, and hundreds of qualified leads.
Given the nature of legacy giving, return on investment can be hard to measure. However, with The Ohio State University’s pilot of MarketSmart’s Engagement Fundraising, the return looks crystal clear. With over 500,000 living alumni, MarketSmart began by targeting a small segment of 10,000 constituents.
The initial results? Dozens of planned gifts disclosed, hundreds of highly qualified leads, and thousands more constituents left to engage.
Animal protection, welfare, and conservation organizations MarketSmart supports.
Cultivating Thousands of Planned Gift Prospects
How WWF-Canada integrated MarketSmart’s Engagement Fundraising System into a busy marketing calendar in an effort to cultivate legacy giving donors.
One of the most well respected conservation organizations in the world, World Wildlife Fund strives to stop the degradation of the planet’s natural environment and to build a future in which humans live in harmony with nature. To pursue their noble cause, WWF-Canada requires sophisticated partners that are able to integrate with internal teams.
MarketSmart implemented their Engagement Fundraising system, and since then has cultivated thousands of legacy giving prospects saving an estimated 3,600 hours of staff time.
“We are continually surprised…”
How National Wildlife Federation leverages Engagement Fundraising to connect with supporters in meaningful and impactful ways.
Setting appointments with high capacity donors is challenging. National Wildlife Federation was no stranger to this. In 2019 they partnered with MarketSmart to implement a Door Opener Engagement Effort. Within days of going out, the direct response marketing effort had set dozens of appointments and many calls to staff.
In conjunction with their MarketSmart Smart System, National Wildlife Federation has saved over 2,000 staff hours of work with MarketSmart’s support.
Qualifying thousands of prospects with ease
Since 2016, Sierra Club has partnered with MarketSmart to develop and deploy myriad direct response Engagement Efforts.
Founded in 1892, Sierra Club has a rich history in the United States and abroad. With over 750,000 members, the Sierra Club development office faces many challenges, not the least of which is qualifying supporters for major and planned gift officers. By partnering with MarketSmart, and deploying multiple direct response Engagement Efforts over the years, Sierra Club has been able to qualify thousands of individuals.
In conjunction with MarketSmart, Sierra Club has identified over 350 previously undisclosed legacy gifts, and thousands of blended giving prospects.
Health care facilities, disease research, and crisis services organizations MarketSmart supports.
Thousands of Leads Prioritized For Outreach
With a robust digital footprint, and an equally sophisticated development operation, Fred Hutch needed a partner, not a vendor, to come in and support their planned giving program.
NCI designated cancer centers are incredibly robust entities, and Fred Hutch is no different. The sprawling development team required a partner to support them in the planned giving space. MarketSmart’s Engagement Fundraising system was put in place, and hundreds of qualified prospects where uncovered.
Through multiple website redesigns (to match evolving brand guidelines), MarketSmart supported Fred Hutch as any partner should — with a “can-do” attitude, and a knack for meeting deadlines.
From ‘passive & antiquated’ to ‘proactive & vibrant’ in a few short months.
“People are reaching out to me, instead of the other way around! How refreshing is that!”
In September of 2018, American Lung Association came to MarketSmart aspiring to move beyond their passive planned gift marketing program that was “yielding virtually no qualified prospects.”
Striving for a more vibrant program that integrated with their existing marketing, the Lung Association was attracted to MarketSmart in part because of their research-driven process, connection to Dr. Russell James, and innovative product offerings.
With MarketSmart’s help, the Lung Association launched a Starter System in 2018, and subsequently expanded their partnership with the addition of multiple Engagement Efforts in 2019.
A few short months after implementation, the Lung Association was faced with a good problem — having too many qualified legacy giving prospects! Fortunately their MarketSmart Starter System prioritized leads for individual outreach and automatically cultivated the rest.
Child sponsorship, public benefit, and housing organizations MarketSmart supports.
A Multi-Year Planned Gift Strategy
Girl Scouts of America needed a partner who could supply not only strategy, but technology. MarketSmart’s multi-year plan and program has fit the bill.
One of the most recognizable brands in America, the Girl Scouts of the United States of America, came to MarketSmart looking to enhance their legacy giving efforts. Within months of implementation MarketSmart was able to uncover over one hundred previously undisclosed planned gifts for Girl Scouts’ development team to steward.
With a combination of print and digital engagement efforts, MarketSmart was able to drastically enhance Girl Scouts’ planned giving program.
Religious media, services, and program oriented organizations MarketSmart supports.
Leveraging Engagement Efforts to Help Prospects Move Through the Decision Making Process
MarketSmart’s multi-year Engagement Fundraising strategy supports Catholic Extension’s effort to bolster planned giving.
Since 2017, MarketSmart has supported Catholic Extension’s development program with an integrated digital and direct mail Engagement Fundraising system. Through the use of Engagement Efforts, MarketSmart has been able to qualify and prioritize hundreds of prospects for gift officer outreach, and is automatically cultivating hundreds more.
Let’s see if we’re a good fit!
Schedule a time below to chat with one of our team members.
We’re excited to learn more about your organization and the challenges you face. After a quick chat with our team, if we both agree that there’s a “fit,” we’ll connect you with one of our Solutions Advisors. If not, we’ll at least refer you to someone who can be of assistance. The chat should take no more than 15 minutes.