Values & Ethics

Our Values

In 1953 our founder, Dr. Arnaud Marts, wrote of “fostering the spirit of philanthropy.” Today, we continue to proudly embrace our statement of purpose to “enhance the world we live in through service to the philanthropic community.”

This is what we do. It is why the firm exists. On the occasion of our 91st anniversary, we reaffirmed the values that inspire, guide and unite generations of the firm’s members, in support of philanthropy and each other.

We are passionate about the power of philanthropy. We have lasting impact on organizations — and more importantly, the world — by providing the highest level of service to our clients, to each other, and to the field of philanthropy.

We hold ourselves to the highest standards of integrity in all aspects of our work and relationships with clients and with each other. We are authentic, honest, respectful, and fair.

We believe our greatest impact comes when we harness the power of the collective. Whether it is helping clients realize outcomes they could not achieve on their own, or embracing the diverse talent and perspectives on our own team, our value multiplies when we are inclusive and work together.

We are grounded in experience, but our sights are on the horizon. The spirit of innovation that has always been a hallmark of Marts & Lundy drives us to imagine, create, and share the new ideas and solutions necessary to achieve success.

We believe leadership means always seeking to grow. We continue to learn, think about, and contribute to the betterment of our clients and the world of philanthropy.

Code of Ethics

  1. The interests of the client will always come before those of the Firm.
  2. We will serve clients on a fixed-fee basis and not on a percentage basis. To do the latter would create the impression that our efforts were solely for financial gain.
  3. Our publicity will make no false or misleading claims as to our ability to achieve success for our clients.
  4. Members of the firm will at all times conduct themselves in a thoroughly professional manner.
  5. Members of the firm will work conscientiously and wholeheartedly on behalf of the clients they are serving.
  6. We will serve those institutions/organizations which have responsible volunteer boards, serve a meaningful role in their fields, and operate within the guidelines of applicable state and national statutes.
  7. We will undertake to serve those institutions/organizations for which we believe our involvement can make a positive difference.
  8. We will work tirelessly to help our clients conduct advancement programs of such quality that there will be three results:
    • The constituency of the institution/organization will become more thoroughly familiar with its character, ideals, and objectives;
    • They will meet their financial objectives; and
    • Such goodwill for the client will be built that the result will be continuing, generous support in future years.