judge us by the company we keep
TRANSCRIPT
Judge us by the company we keep
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Our friends
The results have been amazing.” “
Amy Goldman!Vice President, Development!
City of Hope!
PEOPLE ARE TALKING
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MarketSmart has been an outstanding partner. I highly recommend Greg and his team. We will reap the benefits of his work for years to come. Thank you!!”
“
Elly Brtva!Interim President & CEO, PAHO Foundation!(Formerly Vice President, Individual Giving
American Diabetes Association)!
PEOPLE ARE TALKING
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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!
Associate Director, Gift Planning!California Academy of Sciences!
!
PEOPLE ARE TALKING
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Because of your vision IPPF/WHR will end the year as a much more sustainable organization now and in the future.”
“ !
Tracy Malloy-Curtis!
Director of Gift Planning!International Planned Parenthood/
Western Hemisphere Region!
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I greatly appreciate MarketSmart’s innovative thoughts. In a single campaign, the system uncovered more prospects for me than my prior methods would generate over many years.”
“
!Rob R. MacGregor, JD, CFP®!
Director of Gift Planning!Detroit Institute of Arts!
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I called one of the leads today and wound up closing a $15k CGA on the phone, so your system of lead generation works!”
“
!Brian Peterson!
Associate Director of Gift Planning!Human Rights Watch!
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I have always been impressed with the interest in the latest academic research at MarketSmart and their willingness to adapt their practices to reflect the newest findings. This openness to new ideas places them on the cutting-edge of the latest knowledge and consequently benefits their clients.”! !
“
Dr. Russell James!World renowned researcher, Professor, and Author!
J.D., PHD., CFP®!
PEOPLE ARE TALKING
Dr. James has over 100 publications in academic journals, conference proceedings, professional periodicals, and books including 20 on neuroimaging and neuroeconomics. He has been quoted in a variety of news sources including The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy.!
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Their results far surpass any I’ve seen in two-plus decades of legacy giving.” “
Greg Lassonde, CFRE!Legacy Giving Specialist/Consultant!
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I’m always in awe of the creativity and innovation that comes out of MarketSmart.” “
Lorri M. Greif, CFRE President
Breakthrough Philanthropy
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I think what you’ve done is game-changing.” “
Phyllis FreedmanPresident"
SmartGiving
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I believe that what you are offering has the power to help transform the nonprofit sector, a goal we both share.”
“
Michael Rosen, CFRE Author- Donor-centric Planned Giving Marketing
President- ML Innovations, Inc.
PEOPLE ARE TALKING
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Much better lead generation and communications to my clients’ planned giving programs. They deliver more than they promise.”
“
Carol G. Pollock Planning and Endowment Associates
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"I was happy to experiment with something new and innovative. And even happier with the results. We were totally impressed with the number of leads generated from the MarketSmart strategy.” Alan BerkowitzPlanned Giving Director"Juvenile Diabetes Research Foundation
"We are very fortunate to have employed the strategic marketing services of MarketSmart for a major Planned Giving Campaign. The campaign has been and continues to be, extremely successful. From virtually nonexistent leads, we have corresponded with hundreds of individuals requesting estate planning information or stating they have left a bequest to the ADA. We are very pleased to recommend MarketSmart to others.” Judy Hury Associate Director, Philanthropic Communications"American Diabetes Association
“We just received a request for information from an 88-year old man who visited the planned giving blog you developed. He filled out the form and when we followed up with him he said he left a gift for us in his will. $200,000!!!! That will pay for many years of marketing together with your firm and your products.” CAPT Shelley Marshall, USN (Ret.) Vice President of Development Navy-Marine Corps Relief Society
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MEMORANDUM
March 11, 2009
RE: MarketSmart
Greg Warner
To whom it may concern:
We would like to enthusiastically recommend MarketSmart and Greg Warner, CEO, as a
marketing campaign vendor and consultant. We at the American Diabetes Association (ADA)
Individual Giving Department are very fortunate to have employed the strategic marketing
services of MarkSmart for a major Planned Giving Campaign.
Having worked with us on various print projects, Greg was familiar with the ADA mission and
our fundraising mechanisms. Through his interest in our fundraising efforts to support diabetes
research, Greg suggested a marketing project he had been using with for-profit companies.
Following a very thorough presentation, we employed Greg to customize a personalized
marketing campaign for donors. The goal of the campaign was to encourage enhanced donor
communications which would ultimately lead to an increase in Planned Giving contacts.
The MarketSmart campaign has been, and continues to be, extremely successful. From virtually
non-existent leads, we have had correspondence with hundreds of individuals requesting estate
planning information or stating they have left a bequest to the ADA.
Equally important, it has been a pleasure to work with Greg, who, with great sincerity, has acted
as a true advocate for our mission. Greg’s generosity of time, professionalism, dedication and his
unbinding sense of enthusiasm for our project have been unprecedented.
We also credit the success of this project to Greg’s attention to detail and his market testing skills.
We are extremely grateful for Greg’s assistance and very pleased to recommend MarketSmart to
others.
Sincerely,
Nancy Clark Judy B. Hury
Associate Manager, Individual Giving Associate Director, Individual Giving
American Diabetes Association American Diabetes Association
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