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Testimonials
Judge us by the company we keep.
Jim Mathews, President and CEO, Railway Passengers Association
Alissa VanDeman, Major Giving Officer, WUSF Public Media
MarketSmart helps you get more meetings with major and legacy donor prospects — so you can be the fundraiser you always wanted to be.
Sheila Schwartz, Principal Consultant, Dwyer Philanthropy 
MarketSmart helps us engage and pre-qualify major donors we wouldn’t have prioritized otherwise.
Eva Mikes, Program Manager, The University of Texas at Austin 
MarketSmart is helping us engage and pre-qualify leads that are showing interest in setting up endowed scholarships.
Adrienne Leyva, Director of Marketing and Communications, The University of Texas at Austin
We received a $50,000 cash donation immediately.
Jill Shapiro Miller, Senior Vice President, Diabetes Research Institute Foundation
As with any new idea, I wasn’t 100% certain about working with MarketSmart, but the results from the initial test have been amazing and we are looking forward to continuing our roll out.
John Woods, Associate Vice President, The Ohio State University 
People are reaching out to me, instead of the other way around! How refreshing is that!
Cheryl Smoot, National Assistant Vice President, Individual & Planned Giving, American Lung Association 
Working with MarketSmart was everything I had imagined it would be and more. This system is simply incredibile.
Scott Talbot, Executive Director, Dallas Seminary Foundation 
33% growth of our legacy giving program in one year.
Ziba Marashia, Director of Major and Legacy Gifts, California State Parks Foundation 
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 
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 
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 
On the cutting-edge.
Dr. Russell James, JD, PhD, CFP® World-renowned charitable giving expert, researcher, professor, and author
With your awesome system, setting up qualified donor visits is easy-peasy and fun!
Eleanor “Elly” Brtva, MPH, CFRE, Adjunct Professor, George Mason University
With your program we doubled our results at half the cost.
Glen Belden, Director of Planned Giving, Food For The Poor 
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 
The dashboard is terrific. We’ve already raised $160,000.
Carol Pribulka, Independent Philanthropy and Nonprofit Organization Consultant 
Their results far surpass any I’ve seen in two-plus decades of legacy giving.
Greg Lassonde, CFRE Legacy Giving Specialist/Consultant 
$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 
The results have been amazing.
Amy Goldman, Vice President of Planned Giving, City of Hope 
What you’ve done is game-changing.
Phyllis Freedman, Planned giving expert consultant and lifetime achievement award winner 
The return on investment is off the charts.
Jamie Pettit, Planned Giving Marketing Associate, Salvation Army 
Get the book!
Feeling like your job is getting harder because donor expectations have changed and competition for the charitable dollar is growing?
Finding that the old orthodoxies and conventions espoused by so-called experts in online echo-chambers and at conferences don’t work anymore?
Want to help more people make impact by facilitating their acts of philanthropy but feel like too many obstacles keep getting in your way?
Then this book is for you.
Engagement Fundraising was developed from the perspective of a donor who discovered firsthand that the impersonal, spray-and-pray approaches of his beloved charity were not only offensive but also wasteful and ineffective. So he took action. And now, you can too.
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