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About the Author:
In 2007, Greg 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 major gift lead generation, qualification and cultivation efforts with a fresh strategy. After implementing Greg’s plan, the organization generated more highly qualified leads—and generated 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 major gift (including planned gift) fundraising efforts.
Today, MarketSmart is a 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 qualify and prioritize donors for outreach that are most likely to deliver large, major or legacy gifts.