Upcoming Speaking Engagements

NAIS LTP Conference
October 8 -10, 2010, Dallas, Texas

Tracy Savage, senior consultant with Marts & Lundy, facilitate a discussion on The Culture of Philanthropy in Independent Schools. What are the most crucial functions of the successful independent school fundraising operation? How are the Head of School and Board Chair involved in these functions? What role should philanthropy play in any school’s economic equilibrium?

CASE Major Gift Strategies: Fall Session
Oct. 13 – 15, 2010, Denver, CO

Myrna Hall, senior consultant with Marts & Lundy, will be a faculty member at this two day conference.

AFP – Mississippi Chapter
Oct. 13, 2010, Jackson, MS

Kathy Hanson, senior consultant with Marts & Lundy’s will be a presenter at this day-long seminar on strategic planning.

CASE International Schools Summit
Oct. 21 – 22, 2010, Rome, Italy

Tracy Savage, senior consultant with Marts & Lundy, will lead three sessions at this two day conference that will provide a comprehensive insight into the development activities for international schools' fundraising activities. It is aimed at Development Directors, Heads and Trustees.

• Session 1: Variations on a US approach: international strategies that work (...and those that may not)
  Introducing a philanthropic mindset in an organisation that may be mainly dependent on tuition fees, which apparently lacks for nothing and doing it in an international context may seem like too many issues to tackle. Join Tracy to hear how you approach these challenges in a strategic way and gain practical tips on how you develop a compelling strategic plan which aligns with your school's overall priorities - and appeals to parents, faculty, students, corporates and other stakeholders.
  
  Date and Time: Thurs. Oct 21st 2:30 pm – 4:15 pm


• Session 2: Be strategic - how to position and structure your school for development success
  Reflecting on the donors' thoughts, Tracy will explore what makes or breaks the positioning of an international school. She will in particular look at engagement strategies and structures that ensure long-term commitment from all your stakeholders (alumni, parents, faculty, corporates, ...) - wherever they might be. Additionally, Tracy will frame the rest of the day's activities, bringing forward the lessons learned from the day before and initial inspirational start.
  
  Date and Time: Fri., Oct 22nd 10 am – Noon


• Session 3: Bringing it all together: the winning triumvirate
  New teams, new programmes... a dynamic session bringing all the strands of the conference together and enabling you, as a team, to fast forward the plans for your school.
  
  Date and Time: Friday, Oct 22nd 1:30 pm

AHP International Conference 2010
October 20 – 23, 2010, San Antonio, TX

The Parkland Experience: Employing Business Models to Plan for Campaign Success
Learn how to apply business-planning techniques to campaign plans, create and implement realistic productivity models, and create a culture of philanthropy with board and hospital senior executives, including finance. This session follows one organization's successful move into a public/private partnership to raise money for a new charity hospital. Join this conversation from the perspectives of counsel and the foundation president to see how decisions were made to invest in fundraising during a period described as the "worst economy since the Great Depression."

Speakers: Penelope A. Scarpucci, CFRE, Senior Consultant & Co-leader, Health Sciences Practice Group, Marts & Lundy; Scott R. Lange, Affiliated Consultant, Marts & Lundy; David E. Krause, CFP, FAHP, President & CEO, Parkland Foundation

Date: Saturday, Oct. 23
Time: 9:00 am — 10:15 am

15th Annual Marketing and Advancement Institute
Nov. 16 – 17, 2010, the Harvard Faculty Club, Cambridge, MA

Lead faculty include: Kathy Hanson, senior consultant with Marts & Lundy’s Schools Practice Group and Jeff Wack, NAIS board member for former adjunct professor at Yale U. Guest speakers will include Ken Mason, Director of Marketing at Westminster School, and Lorrie Jackson, Communications Manager, finalsite, a web design and communications firm.

Topics will include
Admissions: Re-pricing and management of net tuition
Social Media: The roles of Facebook, Twitter and other social media
Fundraising: What’s the new “normal”?

To learn more about the Institute: Click here

AFP Massachusetts 2010 Conference on Philanthropy
Dec. 3, 2010, Boston, MA

Bruce McClintock, chair of Marts & Lundy, will speak one the topic: Peering Into the Crystal Ball: How Campaign Goal Setting and Gift Pyramids Are Evolving Post-recession.

The Center for Philanthropy at Rice University’s Susanne M. Glasscock School of Continuing Studies
Dec. 7, 2010, Houston, Texas

Tina Donahoo, senior analyst and associate consultant with Marts & Lundy will be one of several presenters at this all day session on Using Data to Strengthen Fundraising.

CASE Major Gift Strategies: Spring Session
May 4 – 6, 2011, Baltimore, MD

Myrna Hall, senior consultant with Marts & Lundy, will be a faculty member at this two day conference.