From first click to first usable plan.
Choose what you need to do next, add the donor context already in your head, and Marta turns it into a focused starting prompt you can review, edit, and use.
Start with the work in front of you.
No setup maze. No prompting tutorial. Pick the task, add the context you already have, and Marta turns it into a usable next step.
Pre Call Plan Mode
Build a visit plan before a donor conversation, ask, or next-step meeting.
Role Play Mode
Practice the ask, objection, or next-step conversation before it happens.
Contact Report Mode
Debrief a donor visit and create a CRM-ready contact report.
Use what is already in your head.
A strong first prompt does not need a long intake form. Give Marta the donor situation, the goal, and what feels high-stakes.
Marta starts with a useful draft.
You can edit the prompt before you use it. The button sends you into the correct Marta mode and places this draft in the app text box.
After the visit, capture the next move.
Contact Report Mode turns a quick donor debrief into a CRM-ready report with readiness signals, next steps, and follow-up language.
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.
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.
Using ChatGPT for fundraising
- ✗
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.
- ✗
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.
- ✗
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.
- ✗
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.
- ✗
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
- ✓
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.
- ✓
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.
- ✓
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.
Marta turns donor context into the next right move.
Major gifts work is not one task. It is a chain of decisions. Marta helps each mode hand off to the next so your day feels connected instead of fragmented.
Start where you need the most help.
Pre-Call Plan Free
Tell Marta who you are meeting and where things stand. Get a clear objective, stronger questions, sharper positioning, and a defined next step before you walk in the door.
Role Play Free
Practice the $250K ask before you are in the room. Simulate the guarded donor, the soft maybe, and the board member who is warm but not committing.
Coach Mode
Paste in visit notes or ask language. Marta tells you what worked, what weakened your position, and what a top gift officer would have done differently.
Consultant Mode
Stalled prospect? Unsure whether to ask now or wait? Marta gives you a strong point of view and a clear next move, not a long list to sort through.
Portfolio Analysis
Upload portfolio or pipeline data. Marta separates real readiness from raw capacity, showing who to call this week and where hidden opportunities sit.
Voice Mode
Talk it through out loud. Marta listens and responds in real time, ideal for thinking through a prospect between meetings or prepping on the go.
How gift officers use Marta every day.
Know where to focus
Open Consultant or Portfolio mode. Confirm who deserves your time this week before your inbox takes over.
Prep in 10 minutes
Drop donor context into Pre-Call Plan. Walk away with a clear objective, sharp questions, and the one thing you need to accomplish.
Practice it
Jump into Role Play and rehearse. Make the ask three times until the language feels natural, then go do it for real.
Debrief and decide
Paste in your notes. Coach Mode tells you what to fix. Consultant Mode tells you the smartest next step.
The Marta Bundle — less than a coffee.
Every mode, voice included, unlimited daily use. The easiest investment in your pipeline you will ever approve — no budget meeting required.
The best gift officers prepare, practice, and close.
Marta helps you do all three every single day.