Reports & Commentaries
Past Speaking Engagements
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

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

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