Gift Planning

Gift Planning

Major/Principal Gifts

Your major/principal gift program lies at the heart of your success. These donors will be your lead volunteers and your leadership donors of the future. Whether you are building a major gifts program from scratch or you need to enhance an on-going program, counsel can provide the roadmap for your success.

All of our consultants are highly experienced in building successful major gifts programs. They will advise you on the most effective strategies for a vital and sustainable program, provide training for your gift officers and volunteers, and help you build strategies for success with individual donor prospects.

Planned Gifts

Marts & Lundy’s approach is to help our clients position their planned giving effort strategically within the broader context of the organization’s short and long term plans. Gift planning, broadly defined, encompasses the totality of a potential donor’s philanthropic endeavors with an institution.

The process of matching donor interest to institutional need depends upon a mutually advantageous gift plan. This process will include consideration of a range of charitable gift assets in combination with a variety of outright and deferred gift arrangements. A successful result will support strong relationships with donors as stakeholders in non-profit institutions and will maximize all giving.

To learn more about how Marts & Lundy may be able to help you in evaluating and improving your alumni relations program please call Martha Keates, Director of Client Relations and Business Development at +1 201-460-1660 ext. 166 or send an email to