What We Think by Marts&Lundy: Recent Episodes
Marts&Lundy
We believe in philanthropy’s power to transform and enhance, not only the institutions with which we work; but, more importantly, the world in which we live. This has been Marts&Lundy’s mission since our founding, and it is what has enabled our firm to become a leader in providing smart, strategic, and forward-looking counsel to the nonprofit sector. Marts&Lundy is a capacity building firm, helping our clients reach new heights and achieve their full potential.
In this episode of Marts&Lundy's Focus Forward Wisdom, Consultant Sarah Cave talks with Lisa Grider, Director of Advancement and Strategic Initiatives at Trinity Valley School. The two discuss Lisa's thoughts on three significant questions: What new things do you have planned in 2023 for Trinity Valley? What opportunities do you see for Trinity Valley in the year ahead? Looking at the year ahead, what do you think might be the greatest challenges for Trinity Valley and for independent schools in general?
In this episode, Senior Consultant & Principal Martha Voegeli speaks with Jim Bender, Vice President for Advancement at Bethel University. They discuss the journey Bethel has been on over the past year, including the conclusion of a successful comprehensive campaign. Martha and Jim then turn to 2023 to explore how Bethel will maintain this positive momentum--both in terms of post-campaign realities for the team and for their donors as well as headwinds that are potentially ahead.
In this episode, Marts&Lundy Senior Consultant & Principal Richard Ammons speaks with A. Maia McGill, Senior Executive Director for the Office of Foundation Relations at Florida International University Foundation and Founding Executive Director for FIU Foundation’s Office of Inclusive Philanthropy (FOIP). FOIP was established in 2021 to bring together fundraising professionals, alumni and community partners of diverse backgrounds to advance systemic change. Maia shares insights on how FOIP was established and the path they’ve formed towards a more inclusive philanthropic culture. FOIP hopes to be used as a national model for inclusive philanthropy in higher education and inspire other institutions and university foundations to take on the work necessary to achieve systemic change.For more information about FIU Foundation Office of Inclusive Philanthropy (FOIP) and the amazing work they’re doing, please visit their website: https://give.fiu.edu/foip/This episode is part of our October theme of “Advancements in Inclusive Philanthropy” for our Focus Forward Wisdom Series. We invite you to visit our website where you can find all of our content for this series (www.martsandlundy.com/what-we-think/#ffw) and you can also follow us on LinkedIn.
In this episode, Marts&Lundy Senior Consultant & Principal Sarah Clough speaks with the Director of Annual Giving Kirsten Spilker and Annual Giving Officer Leah Freitas from Punahou School in Hawaii to discuss how they elevated their annual giving program to become more data driven and strategic. Kirsten and Leah share their experiences partnering with Marts&Lundy and the steps they took to improve the results and impact of their annual giving program by articulating their goals, monitoring performance, refining their case and remaining nimble.
In this episode, Marts&Lundy Consultant Jacklyn Lewis reconnects with Ken Mayhew, President and CEO of Osler Health System Foundation, after interviewing him last year for our report, “Toward Diverse and Inclusive Philanthropy.” Jackie and Ken discuss how the team at Osler have made a long-term commitment to inclusive fundraising. Ken shares valuable lessons for leaders in the industry about how to build inclusive fundraising into goal-setting, hiring, and the importance of meeting donors where they are at. For more information about how Osler and other leading organizations across North America are putting inclusive fundraising at the heart of their work, see the full report on our website: “Toward Diverse and Inclusive Fundraising.”This episode is part of our October theme of “Advancements in Inclusive Philanthropy” for our Focus Forward Wisdom Series. We invite you to visit our website where you can find all of our content for this series (www.martsandlundy.com/what-we-think/#ffw) and also follow us on LinkedIn.
In this episode, Veronica Vereen, Marts&Lundy Consultant, speaks with Nathan Chappell, Senior Vice President at DonorSearch where he leads the research and development efforts dedicated to leveraging artificial intelligence to help nonprofit organizations harness actionable insights through big data. Nathan navigates us through the ins and outs of AI in the nonprofit world and provides us with a good understanding of how AI can help increase the equity of prospecting and create donor prospecting models with less bias.This episode is part of our September theme of Tech Innovations for our Focus Forward Wisdom series. We invite you to visit our website where you can find all of our content for this series (https://www.martsandlundy.com/what-we-think/#ffw) and also follow us on LinkedIn.
In this episode, Frank Interlichia, Marts&Lundy Senior Consultant & Principal, speaks with David Alexander, MD, Marts&Lundy Of Counsel, who offers a distinct perspective on grateful giving. As a practicing pediatrician, a former children’s hospital president and CEO, and as a former foundation director, David provides a well-rounded understanding of what is needed in order to build meaningful progress toward a sustainable grateful patient and family giving program.
In this episode, Sarah Cave, Marts&Lundy Consultant, speaks with Jenifer Standish, Director of Development at Heritage Hall in Oklahoma City, about how Heritage Hall was able to take the opportunity to change their culture of philanthropy and fundraising operation after receiving the “negative” results of their feasibility study.
No does not always mean no, it just means Not Right Now. You can take a Campaign NO and turn it into a Fundraising YES.
In this episode, Douglas G. Stewart, Marts&Lundy Chairman of the Board and Senior Consultant & Principal is joined by Senior Consultant & Principals Donald M. Fellows and Martha H. Voegeli to discuss the characteristics that are shared in common among high performing institutions and organizations that consistently achieve exceptional advancement and philanthropy results. These characteristics fall into five areas of significance: 1. Leadership 2. Goals and Accountability 3. Resources 4. Volunteers 5. Culture and Values
- We invite you to download the report here: https://www.martsandlundy.com/what-we-think/2022/01/characteristics-of-high-performing-institutions/