Marta — Your Daily Companion for Major Gifts

Your daily companion
for closing more gifts.

Marta sits beside you every day, helping you find prospects who are ready to give, prepare for conversations that matter, and close more gifts with less guessing.

Open Marta. Pick a mode. Start working. No setup, no teaching, no explaining what a discovery visit is.

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Less guessing. Better conversations. More gifts closed. — You can use Marta every single day for every single visit.

Why Marta

Three things every gift officer needs every day.

Marta turns the messy middle of major gifts work into clear next moves before, during, and after donor conversations.

FIND

Find prospects who are ready to give.

Stop guessing who to call. Marta helps separate real readiness from capacity on paper so your time goes where it is most likely to convert.

Portfolio Analysis

PREP

Walk into every conversation prepared.

Before every visit, call, or ask, Marta builds your plan with sharp questions, a clear objective, and a defined next step in minutes.

Pre-Call Plan + Role Play

Close more gifts with confidence.

Practice the ask before you make it. Get honest feedback after. Know the smartest next step when a donor stalls.

Coach + Consultant Mode

Why not just use ChatGPT?

With ChatGPT, you do the work.
With Marta, you just show up.

Every ChatGPT session starts from scratch. You explain what a qualifying visit is, describe the donor, frame your ask strategy, and still risk output that does not sound like a gift officer wrote it. Marta is already built around major gifts work.

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Using ChatGPT for fundraising

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ChatGPT is only as good as your prompt. Most gift officers don’t have time to become good at prompting.If you don’t know how to structure the prompt, ChatGPT gives you something generic and confident — which is the most dangerous kind of wrong.
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Most people type a sentence and hope for the best. That’s not prompting. That’s guessing.A real prompt requires context, framing, and role-setting. Nobody tells you that when you open the blank box.
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There’s no structure for the work you actually do.No visit prep mode. No role play. No coaching. Just a blank box and your best guess at what to type.
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It can’t tell you if your donor is actually ready. It just tells you what you want to hear.Readiness signals, relationship history, capacity timing — none of that is in the prompt. So the answer sounds right and leads you the wrong direction.
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The people using it well have spent months figuring out how. You have a visit tomorrow.There’s a version of ChatGPT that works great for fundraising. Getting there takes time most gift officers simply don’t have.

✓
Using Marta

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Open it. Pick a mode. Start working.No setup, no prompting tutorial. Marta already knows what a discovery visit is, what a qualifying conversation looks like, and how to frame an ask.
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Built for the work you actually do every day.Pre-Call Plan. Role Play. Coach Mode. Consultant Mode. Portfolio Analysis. Each one is a structured workflow, not a blank box.
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Output that sounds like a senior gift officer wrote it.Sharp questions, honest coaching, clear next steps — in the language of the profession, ready to use without heavy editing.
✓
Your whole day in one place.Know who to call this week. Walk in prepared. Practice the ask. Debrief after. Decide what’s next. Repeat.

Combining modes is the real advantage.

Use Portfolio Analysis to pick the right prospect, then Pre-Call Plan to shape the visit.
Practice the ask in Role Play, then use Coach Mode to sharpen the language after.
Bring stalled donors to Consultant Mode and leave with one strong next move.
Switch to Voice Mode when you need to think out loud between meetings.

Prompts that already know the job.

Choose the situation and Marta gives you a focused starting point. No blank page, no fundraising tutorial, no generic advisor voice.

I am meeting a longtime annual donor who has capacity for a six-figure gift but has never made a major commitment. Build a visit plan with a clear objective, discovery questions, and a next step.

Help me prepare for a first visit with a grateful patient family. I need to learn motivation without making the conversation feel transactional.

Turn these donor notes into a concise pre-call briefing with likely interests, risks, and three questions I should ask.

I have 20 minutes before a visit with a donor who has gone quiet. Give me a fast prep plan, likely reasons for the silence, and a graceful way to restart momentum.

Prepare me for a lunch with a board member who is warm to the institution but vague about their own giving. Help me uncover capacity, motivation, and timing without making it awkward.

Build a visit plan for a donor couple where one person is highly engaged and the other seems skeptical. Include questions that bring both voices into the conversation.

I am meeting a prospect who gave once during the campaign but has not responded to stewardship. Help me plan a conversation that rebuilds connection and opens a next step.

You are warm and engaged socially, but I am unsure whether there is actual giving potential. I want to qualify without pushing too fast.

You are positive after two visits, but I need to move from rapport to substance. Help me plan the transition.