Reports & Commentaries
Past Speaking Engagements
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

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

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