Reports & Commentaries
Past Speaking Engagements
Marts & Lundy Workshop
Irvine, California

Using Technology to Improve Your Annual Giving Program

Technology is shaping the world we live in. It is driving the global economy and powering innovation. Just imagine how technology could advance philanthropy at a rate we have not experienced in the history of professional fundraising. Spend a day exploring the role of technology in your annual giving program, an area of development that can realize great returns when resources are invested in the strategic use of interactive online venues. We'll explore:

Crowdfunding – what’s working and why
Social Media – setting goals and measuring impact
E-mail and Web – open rates, landing pages and conversions
Giving Days – what they are and how they are different

  • Devin Mathias, Consultant

Read the full workshop description here.

Friday, January 16, 2015
8:00 a.m. to 4:00 p.m.

CASE Advanced Development for Academic Leaders
Naples, Florida
  • Penelepe Hunt, Senior Consultant & Principal

Learn more about the conference

January 5-7, 2015

CASE - Campaigns Workshop
Boston, Massachusetts
  • Charlie Melichar, Senior Consultant, Strategic Communications

Learn more about the conference.

December 3-5, 2014

Marketing and Advancement Institute for Independent Schools
Charleston, South Carolina
  • Kathleen Hanson, Senior Consultant & Principal, Leader of the Independent Schools Practice Group

Learn more about the Institute here.

November 18-19, 2014

American Marketing Association Symposium for the Marketing of Higher Education
Austin, Texas

Convergence: Marketers as Masters of the Mix

Traditional lines between marketing, PR, branding and reputation management are gone. Today’s marketers need to have an understanding of all the ways in which communication can drive institutional success. From tools to technique, this session will focus on how higher ed marketers can position themselves – and empower their community – to help their institutions thrive in this era of convergence.

  • Charlie Melichar, Senior Consultant, Strategic Communications at Marts & Lundy, and Andrew Careaga, Director of Communications, Missouri University of Science and Technology

Learn more about the conference.

November 10-13, 2014

2014 AHP International Conference
Palm Desert, California

Building a Capacity for Tranformational Gift Idea Development

This session examines how 26 of the world’s pre-eminent children’s hospitals develop big and bold ideas which inspire transformational gifts. Results will be shared from an exclusive study which explored organization, processes and strategies that fuel development of transformational gift ideas. . . including detailed attributes of the 130 largest gifts in the histories of participating children’s hospitals.  Participants will discuss the eight attributes of a vibrant environment for generating transformational gift ideas; best practices for engaging boards and hospital executives in developing transformational gift ideas; and strategies for turning big ideas into extraordinary gifts.

  • David B. Gillig, FAHP, Senior Consultant & Principal

Learn more about the conference here

October 22-25, 2014

HAISBO (Hawaii Association of Independent School Business Officers)
  • Charles Howland, Senior Consultant & Principal

October 7, 2014

American University (CFRE Study Course - Prospect Research)
Washington, DC
  • Karen Greene, Senior Consultant

September 23, 2014

Educate Plus Biennial International Conference
Melbourne, Australia

Major Gifts Master Class (whole day session)

  • Ann Badger, Senior Consultant, Australasia

Learn more about the conference.

September 3-5, 2014

One-on-one Consultations with Marts & Lundy
Melbourne, Australia

Do you have questions or issues around your fundraising readiness, planning, campaigns, resources or strategy?

If you are attending the 2014 Educate Plus conference, we invite you to book a 60-minute, one-on-one consultation with Marts & Lundy during your time in Melbourne.

The session will be a confidential discussion with one of our senior consultants, and the advice we offer will be specific to your organisation's fundraising interests.

Together, we can explore topics such as:

  • Overcoming a current fundraising challenge
  • Maximising a philanthropic opportunity
  • Developing sustainable practices for long-term capacity building

It could be an ideal time to involve the head of your institution, as well.

Held in private meeting rooms within the conference exhibition.

Each consultation lasts for an hour and bookings are required as session times are limited. Sessions are offered between:

  • Wednesday, 10:00 a.m.-5:00 p.m.
  • Thursday, 10:00 a.m.-Noon and 2:00 p.m.-5:00 pm
  • Friday, 9:00 a.m.-2:00 p.m.

BOOKINGS: To book your free consultation, stop by our booth or contact Angie Sheffer at

We look forward to seeing you in Melbourne!

September 3-5, 2014

Prospect Development 2014, APRA's 27th Annual International Conference
Las Vegas, Nevada

Using Gift Tables and Assessing Campaign Outcomes

  • Karen Greene, Senior Consultant

Learn more about the conference

Wednesday, July 30, 2014

CASE Europe Campaigns Forum
London, England

Managing Your Campaign Board

  • Fiona Kirk, Senior Consultant, Managing Director, Marts & Lundy UK, Ltd.

June 26, 2014

22nd Annual Gift Planning Days 2014
Arlington, Virginia

sponsored by National Capital Gift Planning Council

Seeing the Whole:  The Role of Blended Gifts in Meeting your Organization’s Compelling Needs

  • Rebecca Girvin-Argon, Senior Consultant

May 29-30, 2014

Festival Del Fundraising
Lazise (Verona), Italy

Il futuro delle università è il fundraising. Come sopravvivere senza fondi pubblici.
The future of the university is fundraising. How to survive without public funding.

If public funding diminishes in Italy, what will be the fate of education in the country? John Cash will share his experience at this annual conference. The objective of his session is for participants to learn how to structure a fundraising office and make executives/managers aware of the importance of planning an effective fundraising strategy for the future of the university. John will address multiple aspects of fundraising including alumni annual giving, major gifts, legacy giving, corporate and foundation gifts. 

  • John Cash, PhD, Chair of the Board of Directors, Senior Consultant & Principal

Learn more about the conference

May 13-16, 2014

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

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