Be the fundraiser you always wanted to be

Fits a $30,000 budget nicely


everything in Starter

  • Generate highly qualified leads for major gifts
  • Uncover hidden legacy gifts
  • Qualify supporters for your portfolio
  • Prioritize donors for outreach
  • Automate cultivation tasks temporarily
Fits a $100,000 budget nicely


everything in Smart, plus

  • Activate more engagement
  • Customize everything
  • Review sophisticated reports and analyses
  • Integrate with your CRM

Add Engagement Efforts to any package for a small monthly fee.
Each package comes with a two-person MarketSmart team for strategy, onboarding, and project management.

Starter Smart Super
Generate Leads
survey engagement effort
declaration of intent effort
daf widget logo
Educate Leads
vip microsite
custom brochures 3 5 7
legacy stewardship emails
ongoing cultivation emails basic smart smart
Engage Leads
survey report effort
choice of engagement effort 1/year 2/year
Prioritize Leads
custom scoring
open api
wealth appending
sso login
multi-chapter setup
zillow integration

The results have been amazing.

Amy Goldman, Vice President of Planned Giving, City of Hope city of hope

The return on investment is off the charts.

Jamie Pettit, Planned Giving Marketing Associate, Salvation Army salavation army

Request a free and educational demo

No pressure — ever!

See our solutions in action

Fill out the form to the right, and one of our team members will be in touch to schedule your demo.

It’s interesting and educational

No one has ever left a demo early.

We’re considerate of your time

We know you’re busy, we will take up only as much time as you have available.

It’s risk-free

We don’t use high-pressure sales techniques. We just aim to educate people about our unique services and technologies.