Reports & Commentaries
Past Speaking Engagements
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

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)

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