COMPARE WHERE YOUR
MAJOR & LEGACY GIFT PROGRAMS ARE
WITH WHERE THEY COULD BE

See if you qualify to get a NO-COST Opportunity Analysis report and breakdown (valued at $7,500).

You can call it a ‘gap analysis’ because it helps you compare where you are with where you could be (if you were to tweak your fundraising strategy and tactics a bit). Others simply call it an ‘eye opener’. At MarketSmart we call it an ‘Opportunity Analysis.’ And for a limited time, it’s FREE.

Here’s how it works:

1. You upload some anonymous constituent data into our secure portal. Don’t worry, we’ll help you do that!

2. You get a comprehensive report detailing the following:

• The ages of your donors compared to other nonprofits
• The age distribution of your legacy society members compared to other nonprofits
• Your donor and donation growth rates by giving category (low dollar vs. high dollar) illustrated comparatively by year
• Your retention rates illustrated comparatively by year
• Your average major gift dollar amount
• Which major donors gave the most (by donor ID #)
• Quantities of donors that have the best and worst RFM scores (recency, frequency, and monetary value analysis) used for prioritization

3. You’ll also get forecasts that only MarketSmart can provide based on our proprietary data collected from hundreds of organizations and millions of donors over the past decade.

• How many major gift donor prospects are likely to respond to your engagement outreach showing interest in giving assets, not cash
• Revenue projections you can expect from those major gift donor prospects
• The number of planned gift donor prospects that are likely to respond
• How much revenue you can expect them to leave to your organization in the form of legacy donations