Here are some testimonials from our clients, partners and friends.

1. Judge us by the
company we keep
www.imarketsmart.com
Our friends

2. The results have been amazing.”
“
Amy Goldman!
Vice President, Development!
City of Hope!
PEOPLE ARE TALKING
www.imarketsmart.com

3. 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
www.imarketsmart.com

4. 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
www.imarketsmart.com

5. 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!
PEOPLE ARE TALKING
www.imarketsmart.com

6. 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!
PEOPLE ARE TALKING
www.imarketsmart.com

7. 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!
PEOPLE ARE TALKING
www.imarketsmart.com

8. 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.!
www.imarketsmart.com

9. Their results far surpass any I’ve seen
in two-plus decades of legacy giving.”
“
Greg Lassonde, CFRE!
Legacy Giving Specialist/Consultant!
PEOPLE ARE TALKING
www.imarketsmart.com

10. I’m always in awe of the creativity and
innovation that comes out of MarketSmart.”“
Lorri M. Greif, CFRE
President
Breakthrough Philanthropy
PEOPLE ARE TALKING
www.imarketsmart.com

11. I think what you’ve done is game-changing.”
“
Phyllis Freedman
President"
SmartGiving
PEOPLE ARE TALKING
www.imarketsmart.com

12. 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
www.imarketsmart.com

13. 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
PEOPLE ARE TALKING
www.imarketsmart.com

14. "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 Berkowitz
Planned 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
PEOPLE ARE TALKING
www.imarketsmart.com

15. 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
www.imarketsmart.com

16. The ultimate
prospect qualification
tool is finally here.
more donors, more gifts, less costs
www.imarketsmart.com