Donor-Driven,
Smart Strategy

A modern approach to fundraising that connects you with the right people at the right time.

Major Donor Assignments
Made Simple

Traditional prospect research can feel like searching for a needle in a haystack—time-consuming and frustrating. It can drive gift officers on costly wild goose chases resulting from false positives. Just because they have capacity doesn’t mean they want to talk right now.

MarketSmart changes that by inviting your supporters to be active participants in their own qualification and caseload assignment process making it easier for you to connect with those who are ready and eager to consider supporting your cause with major gifts of assets.

MarketSmart Delivers the Outcomes Nonprofits Need

A donor-driven approach that saves time, reduces burnout, and builds lasting relationships with your supporters.

Donor-Driven Engagement

Tired of making cold calls and following up with hardly any engagement or response? Our strategy flips this approach, allowing donors to engage on their terms. By inviting donors to lean and signal when they are ready you build natural, meaningful connections so your staff spend time with supporters who are genuinely interested.

Upgraded Caseload Assignment Process

Many fundraisers find themselves on a wild goose chase, spending too much time on unqualified leads that were merely identified and assigned, not prequalified for outreach. That’s why only a fraction of supporters you reach out to are ready to engage, leading to frustration and high turnover.

MarketSmart empowers unassigned, wealthy, and passionate supporters to ‘lean in’ and self-qualify their readiness for outreach—or even book meetings with fundraising staff on their own. This ensures that frontline fundraisers spend their valuable time with the right prospects—when they self-identify their readiness to move forward in the gift consideration process and be assigned to a gift officer.

As a result, we save significant fundraising staff time by nearly eliminating the need for cold outreach, follow-ups, and chasing down ‘identified’ prospects who might appear promising based on past giving or wealth screening but aren’t ready to engage with a gift officer.

Real-Time, Actionable Data

With MarketSmart, you benefit from real-time, donor-driven data that reflects each donor’s online behavior, timing, passions and interests, transforming your pipeline management. By leveraging qualitative data supplied by your supporters, you can tailor your outreach with messaging that resonates and inspires deeper involvement.

Instead of making presumptions about supporters or relying on guesswork, now you’ll gain clear, actionable insights into each donor’s readiness and interests—according to them—transforming how you build and manage relationships.

Reduced Team
Burnout

Cold calls, follow-ups, and endless outreach can exhaust even the most dedicated fundraising team. You may feel pressured to keep pushing, but often the results don’t match the effort. MarketSmart reduces burnout by streamlining pipeline management, allowing your team to focus on donors who are ready to engage. No more wasted time on leads that go nowhere—your team can concentrate on meaningful conversations with supporters who have self-qualified and prioritized themselves for your outreach.

Proven ROI and
Lasting Impact

MarketSmart’s approach isn’t just efficient; it accelerates your results without overburdening your staff or budgets. With smarter pipeline management, your supporters have a better experience, your teams feel empowered, and your organization raises more funds with fewer resources. The results speak for themselves—our clients experience up to a 10x ROI, and that’s guaranteed.

Smart Supporter Engagement &
Fundraising Resources

Take the Next Step Toward a Modern Fundraising Strategy

Schedule a (no obligation, insightful, game-changing) strategy session and see how a smarter, donor-driven approach can transform your fundraising.