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Testimonials

Judge us by the company we keep.

MarketSmart provides the data that ALL non profit board members are searching for!

Sheila Schwartz, Principal Consultant, Dwyer Philanthropy Presbyterian Healthcare Services

What you’ve done is game-changing.

Phyllis Freedman, Planned giving expert consultant and lifetime achievement award winner Phyllis Freedman

The results have been amazing.

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

$60 returned for every $1 invested and we haven’t even really scratched the surface yet.

Jonelle Beck, Executive Director of Estate & Gift Planning, University of the Pacific University of the Pacific

Their results far surpass any I’ve seen in two-plus decades of legacy giving.

Greg Lassonde, CFRE Legacy Giving Specialist/Consultant Greg Lassonde

The dashboard is terrific. We’ve already raised $160,000.

Carol Pribulka, Independent Philanthropy and Nonprofit Organization Consultant Carol Pribulka

On the cutting-edge.

Dr. Russell James, JD, PhD, CFP® World-renowned charitable giving expert, researcher, professor, and author

It’s not hyperbole to say that MarketSmart’s Engagement Fundraising has changed the way I approach fundraising.

Tracy Malloy-Curtis, Legacy Giving Director, Mal Warwick Donordigital Tracy Malloy-Curtis

The return on investment is off the charts.

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

With your program we doubled our results at half the cost.

Glen Belden, Director of Planned Giving, Food For The Poor Food For the Poor

With you’re awesome system, setting up qualified donor visits is easy-peasy and fun!

Eleanor “Elly” Brtva, MPH, CFRE, Adjunct Professor, George Mason University
jill-shapiro-miller

We received a $50,000 cash donation immediately.

Jill Shapiro Miller, Senior Vice President, Diabetes Research Institute FoundationDiabetes Research Institute Foundation

We’re ecstatic! We usually receive 2 or 3 DAF gifts each year. But right after the survey we got 10 totaling almost $15,000 and we haven’t even picked up the phone yet.

David Bobbitt, President of The SCORE Foundation, Vice President of SCORE Association The SCORE Foundation

Engagement Fundraising adds to the classic library of relationship-based development books and should be on every development director’s and nonprofit trustees must-read list.

David Mersky, Founder & Managing Director, Mersky, Jaffe & Associates Mersky, Jaffe & Associates
jay

Working with MarketSmart’s system has brought our program more than great leads. It has brought awareness of existing intentions in numbers that surpassed the expectations of both our team and theirs.

Jay Auslander, Interim Director of Leadership Gifts, California Academy of Sciences California Academy of Sciences

33% growth of our legacy giving program in one year.

Ziba Marashia, Director of Major and Legacy Gifts, California State Parks Foundation California State Parks Foundation
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