Reports & Commentaries
Past Speaking Engagements
CASE Asia-Pacific Advancement Conference 2014
Hong Kong SAR

Stewardship for Schools

  • Ann Badger, Senior Consultant, Australasia

Learn more about the conference.

April 1-4, 2014

CASE Asia-Pacific Advancement Conference 2014
Hong Kong SAR

Enhancing Major Gift Fundraising with Analytics

  • Don Fellows, President & CEO

Learn more about the conference

April 1-4, 2014

Fundraising Institute Australia
Melbourne, Australia

Managing the Multiple Demands of Development 

  • Ann Badger, Senior Consultant, Australasia

Learn more about the conference.

February 28, 2014

CASE Fundraising for Deans and Other Academic Leaders
Naples, Florida

Three members of Marts & Lundy will present on various topics at the conference.

  • Ed Kvet, Of Counsel
  • Doug Stewart, Senior Consultant & Prinicipal, Leader of the Health Sciences Practice Group
  • Penny Hunt, Senior Consultant

Learn more about the conference.

February 19-21, 2014

CASE Advanced Development for Academic Leaders
Marina Del Rey, California
  • Penny Hunt, Senior Consultant

January 22-24, 2014

Trends in Philanthropy
Association of Midwest Museums 2013 Conference

Speaker: Willard White, Senior Consultant & Principal

Knowledge is power, especially in uncertain and anxious times.  Good data—displayed and interpreted—can be the source for understanding where you and your organization fit in today’s changing marketplace.  Drawing on a variety of data sources, Willard’s session will answer key questions: 

  • What does philanthropy look like today?
  • How are the values, motivations, and expectations of donors changing?
  • How will current trends shape the future?

Participants will learn from hard statistics and findings from donor interviews and will leave with a better understanding of where their organizations and their members/donors fit in the philanthropic scene.

July 16, 2013

Writing Workshop Case
Association of Midwest Museums 2013 Conference

Speakers: Willard White, Senior Consultant & Principal, and Anne Reusche, Strategic Communications Affiliated Consultant

Why are some nonprofits flourishing as other struggle to survive – or merge and close?  One answer lies in how organizations shape their vision and objectives into language that speaks to donors. 

In this 90-minute workshop, Willard and Anne will share their experience leading organizations to a compelling case for support based on three simple questions as a starting point.  The workshop will include successful examples of case writing and the steps to building a winning case.  Participants will leave with a case outline that sets their organization apart from all others. 

July 14

Campaign Best Practices and Benchmarks
Woodmark Campaign Summit, Chicago

Speaker: Davig Gillig, Senior Consultant, will moderate a panel discussion that includes: Doug Picha, President of Seattle Children's Hospital Foundation; Lynn Susman, President, Children's Hospital Trust, Children's Hospital Boston; and Janice Bailey, Vice President, St. Louis Children's Hospital Foundation.

During this panel discussion, chief development officers will share the absolute keys to campaign success including strategies, execution and metrics that document, measure and demonstrate progress.

April 29-30, 2013

Devising (and Revising) Your Social Media Strategy
Champaign, IL

Speaker: Devin Mathias, Senior Consultant, Marts & Lundy

Devin will participate in a panel on social media as part of a University of Illinois Web Conference. The panel will be moderated by Holly Rushakoff, Associate Director of Communications and Marketing, College of Liberal Arts and Sciences, University of Illinois at Urbana-Champaign. Audience members--novice and expert alike--will be invited to submit and vote on questions to be addressed by the panel in real-time during the presentation.

April 16, 2013

Campaign Readiness
Association of Fundraising Professionals (AFP) Southern Florida Chapter

Speaker: Michael Sinkus, Senior Consultant & Principal, Leader of the Higher Education Practice Group

After talking with 25 deeply experienced advancement professionals about top-performing institutions, Michael found remarkable consistencies, which are replicable. As a result of his discussions, he developed a presentation titled "The 7 Habits Of Highest Achieving Advancement Organizations." In this presentation to the Southern Florida AFP, he will share his insights and discuss how organizations at any stage of growth can recognize what they need to do to put themselves in the very best position as they prepare for a campaign.

April 11, 2013

Keys to Success - Partnering with Non-Development Staff to Fundraise
AFP Chicago Breakfast Workshop Series

Speaker: Penny Hunt, Senior Consultant

As donors tighten their focus on what they are willing to fund, and increase the depth of their engagement in the organizations and programs they invest in, leveraging the talents of your colleagues outside the fund development office is becoming essential to fundraising. Penny and her fellow panelists--Susan Brady, Research Coordinator and Clinical Educator, Marianjoy Rehabilitation Hospital, and Kathleen Hechinger, Chief Financial Officer, Joffrey Ballet--will explore how to effectively partner with non-development staff to achieve your institution's fundraising goals. The panel will be moderated by Charles Katzenmeyer, Vice President, Institutional Advancement,The Field Museum.

Friday, April 9

8:30 a.m.-10:30 a.m. (CT)

Locate Lost Alumni & Donors: Using Technology to Reconnect & Reengage
Higher Ed Hero Live Webinar

Speaker: Devin Mathias, Senior Consultant

With more and more alumni going mobile and discontinuing their landlines, changing their address, and using email sender block, alumni and development professionals face difficult challenges in trying to reach and stay connected to alumni. What tools and resources should you use to overcome these obstacles to find and stay connected to alumni? During this 60-minute webinar Devin will address:

  • Strategies to locate, reconnect & reengage elusive alumni & donors
  • How to use email & social networking in your outreach efforts
  • Ways to use Smartphones to engage your mobile constituents
  • "Think outside the box" tips for acquiring alumni & donor contact info
  • Examples of how other schools are reconnecting with lost alumni & donors

Learn more about the webinar.

March 12, 2013, 1:00-2:00 p.m. ET

CASE District VII Conference
San Francisco, CA

Marts & Lundy will be represented in two sessions at the Case District VII conference this year.

Speakers:  Martha Keates, Senior Consultant, Marts & Lundy will be part of a moderated panel along with President James Doti and volunteer Doug Kimmelman of Chapman University; and Shaun Keister, Vice Chancellor, Development and Alumni Relations – UC Davis.

Contemplating a campaign?  Fully immersed in one?  Never been out of campaign?

Regardless of your status this session is for you!  A panel of experts will explore the techniques and advantages of engaging volunteers in campaigns.  This lively discussion will be followed by break-out groups that will focus on all aspects of campaigns from the role of alumni relations in a campaign to the monitoring and stewardship of gifts.  This final conference session will have you energized and inspired to embrace the challenges of a campaign.

Panel Discussion: March 3, 2013,  9:30 – 10:30 am


Speakers: Devin Mathias, Consultant, Marts & Lundy, and Howard Heevner, Assistant Vice Chancellor, University of California, Santa Cruz

Market Research for Development & Alumni Relations Programs

Pepsi or Coke would never roll out a new product without testing whether there is a market for the beverage, opportunities to market it effectively, and anything that could be improved before going to market. However, nonprofits often conduct marketing and fundraising campaigns based upon the opinions of one or two staff members. 

This session will explore how the University of California, Santa Cruz conducted constituent research and applied the findings to enhance its development and alumni relations programs.

Market Research Presentation: March 1, 2013

CASE District VII Conference is March 1-3, 2013

The 7 Habits Of Highest Achieving Advancement Organizations
Association of Fundraising Professionals (AFP) Massachusetts Chapter

Speaker: Michael Sinkus, Senior Consultant & Principal, Leader of the Higher Education Practice Group

After talking with 25 deeply experienced advancement professionals about top-performing institutions, Michael found remarkable consistencies, which are replicable. He will share his insights and discuss how organizations at any stage of growth can recognize what they need to do to put themselves in the very best position.

February 27, 2013

Using New Analytical Tools to Optimize Campaign Planning
CASE District III Conference in Atlanta, Georgia

Speakers: Penelope A. Scarpucci, CFRSenior Consultant & Principal, Marts & Lundy; Sarah Williams, Lead Analyst & Consultant, Leader of Analytical Solutions, Marts & Lundy; and Salinda Arthur, Vice President for University Advancement, Georgia Southern University.

The presenters will delve into the use of new qualitative and quantitative tools for the campaign planning process.  They will highlight lessons from their work with Georgia Southern University, where they developed a comprehensive process that combined traditional techniques with cutting-edge analytics.  In addition to internal reviews and external testing with the President and volunteer leadership, their process included in-depth planning, analysis and strategy with the University's colleges and units and their deans and directors. This session will be helpful for Directors of Development, Vice Presidents for Development, Campaign Directors and Advancement Services Directors and analysts, who will learn strategies for incorporating analytics into every step of the planning process while engaging a wide range of internal and external institutional stakeholders.

February 19, 2013 from 8:30 AM to 9:45 AM

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