In this presentation, MarketSmart CEO and Founder, Greg Warner, covers everything you need to know about how and why colleges and universities are using donor surveys to raise major gifts and planned gifts. This presentation includes real-world examples and comprehensive research for actionable ideas you can implement to engage and involve your donors and supporters, ultimately leading to better results for your fundraising program.
Grab a pen and a pad! You’re going to need it.
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 lead generation and cultivation efforts with a fresh strategy. After implementing Greg’s plan, the organization generated more highly qualified leads—and found 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 planned giving efforts.
Today, MarketSmart is a planned and 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 zero-in on and effectively cultivate donors that are most likely to deliver large, major or legacy gifts.
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