Past Speaking Engagements

Big 12 Development Conference
March 8 – 10, 2010, Kansas City

• Using the Campaign Priority-setting Process to Buld a Culture of Philanthropy.
  Speaker: John Cash, Senior Consultant, Marts & Lundy
  
  Date: Tuesday, March 9th, 2010
  Time: 2:00 pm — 3:00 pm



• Working with Deans and faculty Members in the Campaign: Keys to Success.
  Speaker: John Cash, Senior Consultant, Marts & Lundy
  
  Date: Tuesday, March 9th, 2010
  Time: 3:30 pm — 4:30 pm

CASE/NAIS Conference for Independent Schools
January 24 – 26, 2010, New York, NY

• Ethics: The Heart of Philanthropy
  Ethics guide and govern right conduct, not only helping us know what we can do, but also instructing us on what we should do. Both recent events and new research remind us of the difficulty of maintaining the moral high ground in the face of unrelenting pressures that assault our desire to be ethical people. Through presentation, an interactive case study and discussion, session participants will learn about the mental tools necessary for helping good people make tough ethical decisions that go beyond the moral temptations of right vs. wrong to include the thornier issues of right vs. right. 
  
  Presenter: Thomas W. Anderson, Of Counsel, Marts & Lundy and Senior Lecturer, Weatherhead School of Management, Case Western Reserve University
  
  Date: Sunday, January 24, 2010
  Time: 3:00 pm - 4:15 pm



• Numbers, Numbers, Numbers: A Discussion of Benchmarks and Metrics
  Today—and particularly in our uncertain economy—heads, directors of development, chief development officers, and trustees need more than anecdotes and experience to determine next steps in development. They ask for robust statistics and analysis to invigorate their decision making. In this presentation, we will explore useful comparative benchmarks, introduce innovative resource metrics, and describe how to make the case for development with statistics.
  
  Presenters: Cathy McGrath, Senior Consultant/Analyst, Marts & Lundy; Steve Baker, Director of Development and Alumni Relations Operations, St. Paul's School, and Monique Rush, Director, StatsOnline
  
  Date: Sunday, January 24, 2010
  Time: 4:45 pm - 6:00 pm



• How to Get From A to Z….The Role of Strategic Planning in Your Campaign
  Successful campaigns emanate from targeted, well developed strategic plans that clearly define a school's priorities. Learn how to proceed and who needs to be involved to create an effective plan that will move your school forward in these challenging economic times.
  
  Presenter: Kate Doub, Senior Consultant, Marts & Lundy and Marina Krejci, Dean of External Relations, Lake Forest Academy
  
  Date: Tuesday, January 26, 2010
  Time: 10:30 am - 11:45 am



• Your Conference Fee in Free Advice In turbulent times, fundraising as usual is a sure recipe for unfulfilled expectations and huge disconnects between prospective donors and the institutions they care about and support. What are consultants advising their clients to think about when building relationships, shaping messages and implementing a philanthropic agenda for their respective institutions? Join a dialogue with two consultants who have more than 70 years of combined experience working with schools, colleges and universities.
  
  Presenters: Bruce R McClintock, Chair, Marts & Lundy, and Karen Osborne, President, The Osborne Group.
  
  Date: Sunday, January 24, 2010
  Time: 10:30 am - Noon

CASE District I Conference
Jan. 28 - 29, 2010, Boston, MA
Visit the CASE Conference Website

• The Measure of Success: Getting the Resources Right
  Metrics often fail to address critical issues having to do with costs and comparability, including: What is the true cost of fundraising? What is development’s return on investment? How can one compare fundraising if the philanthropic capacity of one institution is different from another’s? How can benchmarks help institutions advance in philanthropy? Marts & Lundy’s work with nine District I liberal arts colleges produced investment metrics that show correlations between budget/staff inputs and fundraising outcomes. The metrics are unique because they are based on “functional” rather than departmental resources and because they examine investment relative to philanthropic potential, helping leaders determine how to strategically invest in the future.
  
  Presenter: Catherine McGrath, senior consultant, Marts & Lundy, Inc. and Stephen Birrell, Former VP, Alumni Relations and Development, Williams College, Of Counsel with Marts & Lundy
  
  Date: Friday, January 29, 2010
  Time: 10:30 am - 11:30 am



• Understanding and Investing in Your Institution's Planned Gifts Potential
  Marts & Lundy will share a planned gifts projections methodology that is based upon the college's prospect information and electronic ratings purchased from Blackbaud. Institutions often underestimate their planned giving potential, and therefore do not invest adequately in that area. This methodology helps us answer a range of questions, including: What is the college’s untapped philanthropic potential in planned giving? How will an aggressive planned giving strategy, throughout the gift pyramid, affect an institution’s campaign results? How should an institution invest in planned giving during a campaign, and how can a different investment in planned giving affect investments in other parts of advancement? Better understanding of planned gift potential will encourage blended gifts, lead to more accurate annual and multi-year targets, and allow decision makers to invest in planned giving with greater confidence.
  
  Presenters: Catherine McGrath, senior consultant, Marts & Lundy; Ilisa Hurowitz, Affiliated consultant, Marts & Lundy; Christina Posniak, director of gift planning, Smith College
  
  Date: Friday, January 29, 2010
  Time: 12:00 pm - 1:00 pm

CAIS 2010 Trustee/School Head Conference Sessions and Workshops
January 23 - 24, 2010, San Francisco, CA

Wednesday, Dec. 3rd:Pre-conference Panel Discussion

Presentation: Capital Campaigns in the New Economy: To Launch? To Continue? To Put on the Brakes?
Has the economic meltdown created an inhospitable climate for capital campaigns? Now, with some glimmers of recovery, can schools move forward with renewed confidence? In this timely session, two schools will describe recent decisions regarding capital campaign plans: The Seven Hills School, a PS-8 school in the Bay area, launched a campaign in January 2008 and the Webb Schools were poised to launch when the economy collapsed in the fall of 2008.
(Workshop #3-04)

Presenters: Sandy Drew, Senior Consultant, Marts & Lundy, Inc., Bill Miller, Headmaster, The Seven Hills School, Kevin Katari, Board Chair, The Seven Hills School, Susan Nelson, Head of Schools, The Webb Schools, Robert Adler, Board Chair, The Webb Schools, and Taylor Stockdale, Assistant Head of Schools, The Webb Schools and Of Counsel, Marts & Lundy

Date: Saturday, January 23rd, 2010
Time: 3:15 pm - 4:30 pm

The Association of Boarding Schools 2010 Conference
Dec. 3-5, 2009, Chicago, IL

Wednesday, Dec. 3rd:Pre-conference Panel Discussion

Topic:Pre-conference Panel Discussion

Panelist Kathy Hanson, senior consultant with Marts & Lundy will address the twenty fundraising questions for 2020.

Visit www.boardingschools.com for more information.

American Dental Education Association Deans' Conference
November 7 - 10, 2009, Bonita Springs, FL

Dick Boardman, Of Counsel, and Doug Stewart, Senior Consultant and co-leader of the Health Sciences Practice Group, and will be presenting a workshop on: Fundraising Strategies in Challenging Economic Times.

Time: 8 am – 11 am, Tuesday, Nov. 10, 2010

14th Annual Marketing and Advancement Institute
October 21 – 23, 2009, The New Yorker Hotel, New York, NY

Marketing in Recessionary Times
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 Communications at Westminster School, and Peter Baron, president of AdmissionsQuest and partner in edSocialMedia.

To learn more about the Institute, Click here

October 21 – 23, 2009, The New Yorker Hotel, New York, NY

CASE: Development for Deans Fall Session,
Oct 18-20, 2009, San Francisco, CA

This conference offers deans and development professionals the help they need to increase their knowledge of the development process and strengthen the partnership between academic and advancement officers.

Co-chairs: Douglas G. Stewart, Marts & Lundy Senior Consultant and Co-leader, Health Sciences Practice Group and Donald R. Gray, retired Vice President, University of Wisconsin Foundation, Madison, WI.

Oct 18-20, 2009, San Francisco, CA

CASE: District I Breakfast Series,
Friday, October 9, 2009, Lasell College, Newton, MA

Topic: The End of Philanthropy’s Golden Age? The gift pyramid may change over the next decade, and institutions may have to work harder and smarter to achieve philanthropic results that are similar in magnitude to the achievements of the past decade, but institutions are not doomed to failure. In fact, their actions and initiatives will largely determine the levels of philanthropic success that are achieved.

Speaker: Bruce R. McClintock, chair, Marts & Lundy

Time: 8:30 a.m. - 10:00 a.m.

American Association of Medical Colleges (AAMC)
September 24, 2009, Philadelphia, PA

Workshop for Faculty on Strategies, Skills Building and Best Practices in Philanthropy

Can Faculty Afford Not to Fundraise?

Speaker: Douglas G. Stewart, Marts & Lundy Senior Consultant and Co-leader, Health Sciences Practice Group

September 24, 2009, Philadelphia, PA

APGA Conference
June 23 – 27, St. Louis, MO

Speakers: Lynne LaMarca Heinrich, senior consultant and co-leader, Arts & Culture Practice Group, Marts & Lundy; Jill Koski, CFRE, vice president of development, Morton Arboretum

Current Philanthropic Trends for Gardens and Arboreta
Session will provide specific, relevant baseline data for fundraising and membership programs. In an ever more competitive market for philanthropic dollars, in a challenging economic environment, it is essential that the leaders of our gardens and arboreta have up-to-date information in order to plan for the future, set realistic fundraising goals, and educate donors, staff and trustees on giving potential and trends for long-term institutional health.

Thursday, June 25—Concurrent Session II

CASE Summit
July 9 – 11, Hyatt Regency, San Francisco, CA

Panel Participant: Bruce R. McClintock, chair, Marts & Lundy

The End of Philanthropy’s Golden Age? Philanthropic Strategy in the Deleveraging Era
This session raises the unhappy—and currently contrarian—viewpoint that fundraising to higher education may significantly decline over the coming years as a result of broader transformations to the U.S. and global economies. The presenter, Darrow Zeidenstein, Vice President for Resource Development, Rice University, will first make the primarily macroeconomic case for declining philanthropy based on household deleveraging and the decline of wealth production in the U.S. and overseas economies.  Assuming the worst-case scenario is true, find out how fundraising executives should adjust their fundraising strategy for a new fundraising environment.

Time: 8:45 - 10:00 am, Friday, July 10

ABADO (Assoc. of Bay Area Development Officers), Marin School
May 28, Sausalito, CA

Speaker: Sandy Drew, senior consultant, Marts & Lundy

Fundraising in a Really Tough Economy

AFP Golden Gate Fundraising Day
May 4, San Francisco, CA

Providing Top Notch Consulting in a Changing Environment

Workshop Presenters:
Moderator: Katherine Bella, Principal, The Bella Group
Panelists: Marianne Briscoe, President and Managing Director, Brakeley Briscoe
Sandy Drew, Senior Consultant, Marts & Lundy
Janice Gow Petty, President, J.G. Pettey & Associates
Becky Ross, President, Fitzgerald & Graves

Our group of panelists, all exemplary in the field, will provide their insights into consulting methods and trends. We’ll look at how the nonprofit world is changing and the things we will need to think about in order to meet changing needs. This will be a interactive session with registration limited to nonprofit consultants.

Time: 9:45 — 11:00 am

If I Knew Then...What I Know Now

Workshop Presenters:
Moderator: Patricia Stirling, Consultant/Co-founder, Cardaronella Stirling
Panelists: Marilyn Bancel, Principal, The Oram Group
John M. Cash, Consultant, Marts & Lundy
Kathleen Rydar, President, That Man May See, Inc. (UCSF)

Hear from three recipients of the Hank Rosso Outstanding Fundraising Executive Award about the hard career lessons they have learned from their decades of experience as development professionals. Attendees will leave with tested advice and indispensable counsel to help plan and navigate their own careers.

Time: 9:45 — 11:00 am

Capital Campaigns During Turbulent Economic Times

Workshop Presenters:
Moderator: Sandy Drew, Senior Consultant, Marts & Lundy, Inc.
Panelists: Julie Seewald Bornhoeft, MA, CFRE, Director of Development & Community Relations, WEAVE
David Disend, Vice President of University Advancement, John F. Kennedy University
Lori Fogarty, Executive Director, Oakland Museum of California
Chuck Sizemore, Philanthropy Consultant

The sky is falling and it feels like you are holding it up by yourself! New realities call for new ideas as well as refreshing tried and true fund raising principles that work in any economic climate. Hear ideas for how to lead staff and volunteers through uncharted waters.

Time: 3:45 — 5:00 pm

AAM Annual Meeting
April 30 - May 4, Philadelphia, PA

Panel Discussion Participant: Willard E. White, Co-leader, Arts & Culture Practice Group, Marts & Lundy

Seventy-five Winning Ideas in 75 Minutes

Time: 2:35 – 3:30 pm, Wednesday, April 29

New York Society of Association Executives Awards Luncheon
April 29,Park Central Hotel, New York City

E-Philanthropy, New Techniques in a New Economy

Learn how some organizations are utilizing the web to expand their audience, communicate their mission, engage more members, and increase charitable giving through on-line tactics, techniques, and technologies. This session will discuss best practices, illustrate examples, and offer pragmatic advice to implementing a strategic approach to on-line fundraising.

Speaker: Scott R. Lange, Marts & Lundy Senior Consultant

Time: 2:15 – 3:30 pm, Thursday, May 1

American Association of Colleges of Osteopathic Medicine (AACOM) Annual Meeting
April 15-18, Bethesda, Maryland

Speakers: Douglas G. Stewart, Marts & Lundy Senior Consultant and Co-leader, Health Sciences Practice Group

Development Issues, Strategies and Roles for Deans, Development Officers and Others

This session will look at the cycle of development from a donor-centered perspective, and focus on the unique and critical roles of deans and other institutional leaders in the development process.   The session will also highlight trends and issues in this economic climate, as our institutions consider whether now is the time to cut back on fundraising or spend more resources in this area.

Time: Friday, April 17th, 10:45 am - 12:30 pm

Northeast Region Boy Scouts of America, Finance and Endowment Roundtable
April 23, Atlantic City, NJ

Capital Campaign: Introduction to the Basics

Speaker: Dan Boyer, senior consultant, Marts & Lundy

This session will provide the foundation for developing a plan for a capital campaign. It will include an overview of campaign phases, how to build campaign support through a strategic plan, ways to create an effective case for support, and determining the feasibility of a campaign through a combination of traditional methods and using contemporary analytical tools.

Time: Thursday, April 23th, 1:45 pm

Determining Campaign Readiness

Speaker: Dan Boyer, senior consultant, Marts & Lundy

This session will address the key issues in determining readiness to launch a campaign. The session will focus on topics including the Executive Board's understanding of its role in providing advocacy and support, institutional internal readiness to support a campaign, and external readiness of constituents to be involved and provide financial leadership. We will also discuss the determination of campaign priorities and cost projections for capital projects.

Time: Thursday, April 23th, 3:00 pm

Catholic Foundation and Church Leaders Workshop
March 18-20, Indialantic, Florida

Speakers: Michael F. Sinkus, Marts & Lundy Senior Consultant

Recalibrating Philanthropy Today in Circles Beyond the Church   

Time: Friday, March 20, 8:30 am - 9:45 pm

AAMC – GIA Annual Conference
March 25 – 28, New Orleans

Speakers: Ilisa Hurowitz, senior consultant and leader, Gift Planning Group, Marts & Lundy Sarah W. Williams, lead analyst and consultant, Marts & Lundy Zeena Abdulahad, director of development, Memorial Sloan-Kettering Cancer Center Pamela Bennett, Director of Planned Giving, Memorial Sloan-Kettering Cancer Center

Moderator: Douglas G. Stewart, senior consultant and co-leader Health Sciences Practice Group, Marts & Lundy

Building Upon Success: Embracing Best Practices in Planned Giving
In 2004, Memorial Sloan-Kettering Cancer Center (MSKCC) retained Marts & Lundy to assess its planned giving program by identifying strengths and issues, evaluating resource allocation requirements, and determining how to maximize potential. Methodology included an internal study and an external benchmarking survey of seven peer institutions where quantitative and qualitative comparative program information was gathered. The study concluded with a workshop for all participating institutions to discuss findings and related issues. This session will address the ways in which best practices have informed and shaped the MSKCC program over a period of years, including lessons learned from the peer benchmarking cohort.

Time: Thursday, March 26th , 3:15 pm – 4:30 pm

CASE/NAIS Annual Independent School Conferences
January 11 – 13, Denver, CO

Speakers: Dan Boyer and Sandy Drew, senior consultants and co-leaders Marts & Lundy Schools Practice Group

So you’re going to do an endowment campaign.
You’ve been asked to plan for an endowment campaign. How is fundraising for endowment the same and different from a campaign for facilities? What information do you need to create a compelling and urgent case? How do prospects react to the request to support endowment? What policies provide assurance to prospects that their gifts will be used wisely? What policies are in place to protect the school from “creative” gift agreements? Hear about the trends revealed in a recent survey on endowment priorities and exchange ideas with colleagues about innovative ways to raise gifts for endowment.

Time: 4:45 – 6:00 pm, Sunday, Jan 11

CASE-NAIS Conference for Independent Schools
Jan 11 – 13, Denver, CO

Speakers: Michael Sinkus, Senior Consultant, Marts & Lundy, and James Zimmerman, Director of Development, Middlesex School

The Unintended Consequences of Underinvesting in Development: Trying to Do Too Much with Too Little
Independent School philanthropy has three major issues facing it. The first is under investment, which is rarely a matter of lack of capacity but rather a lack of budget. Second is the education of boards, heads and CFOs on the scope and realities of parent and alumni giving. And third is the vision and leadership of heads and the board, and their willingness to state categorically why the school is great and how philanthropy can make it even better. This session will offer you strategies to overcome these three issues as the presenters share data and experiences intended to challenge some of the conventional approaches to fundraising at our schools. Come prepared to discuss a range of alternative strategies.

Time: 8:30 – 11:30 am, Sunday, Jan 11

CASE/NAIS Annual Independent Schools Conference
Jan 11 – 13, Denver, CO

Speaker: Tracy Savage, senior consultant Marts & Lundy

How Many Do I Need And Who Does What?
As the advancement industry expands and deepens in the independent school sector, programs are undergoing constant enhancements and changes. This session explores several staffing models as well as diverse rationales for different allocation of human resources in key program areas.

Time: 9:15 – 10:30 am, Monday, Jan 12

AFP Triangle Chapter Meeting
Jan 15, Durham, NC

Speaker: Penelope A. Scarpucci, Consultant, Marts & Lundy

Living in Interesting Times – Fundraising in Economic Turmoil
It's official.  The U.S. has been in recession since December 2007.  As fundraising professionals, we've seen endowmentassets decline, listened as donors voiced concerns and postponed or reduced pledges and gifts, and dealt with budget tightening and cuts.

This presentation will address two key questions:  What do past downturns tell us we might expect in coming months?  What pro-active strategies can help move our philanthropic initiatives forward in these difficult times? 

Time: 8:00 – 9:30 am, Thursday, Jan 15

The New York Times Knowledge Network & CASE present
Jan 27, Live Interactive Webcast

Speakers: Bruce McClintock, chair, Marts & Lundy; Carolyn Pelzel, vice president for development, Dartmouth College; John Glier, president and CEO, Grenzebach Glier and Associates, Inc.

Maximizing Educational Fundraising: Making Your Case in a Down Economy
To register to participate: Click Here

Time: 2:00 – 3:30 pm, Tuesday, Jan 27

CASE District VII Conference
Dec 6 – 9, San Francisco, CA

Maximizing Parent Potential in Independent School Advancement
Focus on schools that have created frameworks for parent involvement in advancement, maximizing parent service and giving without negative implications on strategic involvement.

Women in Development of Boston (www.widgb.org)
Dec 3, The Federal Reserve Bank of Boston

Speaker: Ilisa Hurowitz, Marts & Lundy, Gift Planning Group Leader

Gift Panning Front and Center: Positioning Gift Planning to Maximize All Philanthropy

Time: 11:30 am – Noon

APRA - Illinois
Nov 7, Chicago, IL

Speaker: Willard E. White, Marts & Lundy

Panel Discussion: What Motivates Donors Today?

Planned Giving Group of Connecticut (pggct.org)
Nov 6

Speaker: Ilisa Hurowitz, Marts & Lundy, Gift Planning Group Leader

Making Sense of Planned Giving Metrics: Advancing the Dialogue About What Really Counts

Time: 10:45 am

Planned Giving Group of New England
Sept 10 Boston, MA

Speaker: Ilisa Hurowitz, Marts & Lundy

Making Sense of Planned Giving Metrics: How to Advance the Dialogue About What Really Counts.
For more info visit: www.pggne.com

ADAPE International Conference
Sept 10-13 Brisbane, Australia

Speakers: John G. Lewis, Kathy Hanson, Marts & Lundy

Strategic Fund Raising and Planning – How do we build sustainability?

Time: Noon – 1 pm, Wednesday Sept. 10

Speaker: Kathy Hanson, Marts & Lundy

Prioritizing For Successes – How to make an impact with limited resources but unlimited opportunities

Speaker: Kathy Hanson, Marts & Lundy

How Do We Differentiate Ourselves? – marketing strategies in education

Time: 11:15 am – 12:15 pm, Friday Sept. 12

CASE 2008 Summit for Advancement Leaders
July 13-15 New York, NY

Speaker: Scott R. Lange, Marts & Lundy

Presidential Succession During the Campaign - Optimizing Change

Panel Discussion with:
Bryant Cureton, President Elmhurst College (retired July 1, 2008)
Peggy Sandgren, Vice President for Development and Alumni Relations Elmhurst College
Tom Tyrrell, Trustee Elmhurst College, Former Board Chair
Peyton (Randy) Helm, President Muhlenberg College
Tom Mendham, Campaign Chair Muhlenberg College
Tilghman H. Moyer, IV, Vice President for Development and Alumni Relations Muhlenberg College

Time: 2:45 – 4 pm, Monday, July 14th

CASE 2008 Summit for Advancement Leaders
July 13-19 New York, NY

Moderator: E. Burr Gibson, Executive Chairman, Marts & Lundy

Presidential Succession During the Campaign - Optimizing Change

Trends in Advancement and Campaigns: Past, Present and Future

This year's Lifetime Achievement Award winner, E. Burr Gibson, will moderate a spirited discussion of distinguished advancement leaders on trends in campaigns from yesterday, today and tomorrow.

Panelists:
Panelists: Richard Boardman, Associate Dean, Development and Alumni Office, Harvard University (Of Counsel with Marts & Lundy);
Brad Cheves, Vice President for Development and External Affairs, Southern Methodist University;
Jerry May, Vice President for Development, University of Michigan;
James Osterholt, Vice President for Advancement, St. John's College, Santa Fe; and
Brian Sischo, Associate Vice President for Development and Campaign Director, Syracuse University

Time: 2:45 pm – 4:00 pm, Monday, July 14, 2008

California State University Vice Presidents for Advancement Council Meeting
June 18, 2008, California State University, San Marcos

Speaker: Donald M. Fellows, Marts & Lundy President & CEO

A New Way of Thinking About Campaign Planning - The Critical Role of Analytics

AGB Foundation Leadership Forum I
June 27-29, 2008, Newport Beach, CA

Speaker: John M. Cash, Marts & Lundy

Campaigns and the Lifecycle of Growing Foundations

Time: 8:15 – 9:30 am, June 28th

CASE Conference "Major Gift Solicitation:  Making the Ask"
May 12 – 13, Arizona State University, Phoenix AZ

Speaker: Scott R. Lange, Marts & Lundy

Click here for more information

AFP International Conference
March 30 - April 2, 2008, San Diego Convention Center, San Diego, CA

Speaker: Thomas W. Thomsen, Marts & Lundy

The Critical Link Between Strategic Planning and Successful Campaigns

700 institutions were invited to participate in a nation-wide study examining the effects of prior planning on the production of a successful campaign. The results were very revealing and proved to be applicable to both small institutions as well as large. This session provides information critical to VP of Development, CFO's, and Presidents.

The presentation contains informative quotes and ideas from all the administrative positions listed above.

Time: 3- 4:15 pm, April 1st

National Association of Independent Schools 2008 Annual Conference Team
February 28, 2008, Hilton Hotel, New York, N.Y.

Speakers: Daniel Boyer and Sandra Drew of Marts & Lundy

Schools of the Future: Embracing the Educational ReNAISsance

Workshop: Why Everyone is Talking About Endowment

The session addresses the growing emphasis put on endowment fundraising at day and boarding schools. It includes a review of a study conducted in 2006 and a discussion of why endowment will be increasingly critical to schools.

Ideas for making the case for endowment and for incorporating endowment into a school’s strategic plan are included.

Time: 8-9 a.m.

For more information, visit: www.nais.org/go/annualconference

National Association of Independent Schools 2008 Annual Conference Team
February 28, 2008, Hilton Hotel, New York, N.Y.

Speakers: Ronald Arena, Marts & Lundy and William Christ, Hathaway Brown School (OHIO)

Schools of the Future: Embracing the Educational ReNAISsance

Workshop: Beyond the Stuff: A New Mind (and Approach) for Strategic Communications

Is your school caught up in the dizzying pace of producing print, electronic and web-based communications that leave your head spinning and your budget reeling?

This workshop will move beyond a tactical approach to communications to examine messaging and branding, segmentation of audiences, and venues that will not just inform but engage people.

Time: 8-9 a.m.

For more information, visit: www.nais.org/go/annualconference

38th Annual CASE-NAIS Independent Schools Conference 2008
January 28, 2008, Renaissance Nashville Hotel, Nashville, TN

Speaker: Bruce R. McClintock, Chair, Marts & Lundy

Philanthropic Trends: Change is in the Air

Presentation Abstract Text: Historically, independent schools would often look to colleges and universities for emerging philanthropic trends that would subsequently impact independent schools. But, today colleges and universities are not necessarily the trend-setters. For example, if one looks at $ total gifts per student, boarding schools on average outperform both colleges and universities. If one looks at growth in philanthropic support over the past decade, day schools on average have outperformed every other educational sector. Throughout education, the philanthropic landscape is undergoing significant change. We need to look in every direction for bold, new ideas to incorporate into our advancement programs.

Time: 9:15 am - 10:30 am

CASE Districts VII and VIII International Joint Conference
December 4, 2007, The Mirage Hotel, Las Vegas, Nevada

Speaker: Martha Keates, Marts & Lundy
Co-speakers: Chris Ponce, Vice President for Institutional Advancement, Pomona College and Phil Akers, Vice President, University Relations, Pacific University

Best Traits of Good Development Officers

How does an institutional vice president or major gifts director know what to look for when identifying and recruiting outstanding staff? What characteristics are absolutely neccessary and what can be acquired? When do you promote from within or hire from outside the industry? And how do you reward and keep the best performers? Three veteran managers will talk about the best traits of the most effective major gift officers and engage you in a question and answer period about your own staffing situations.

Time: 2 - 3 pm

Western Museum Association 2007 Annual Meeting
October 12, 2007, Oakland City Center, Oakland, CA

Speaker: Lynne LaMarca Heinrich, Senior Consultant and Leader Arts & Culture Practice Group, Marts & Lundy

Panel Discussion: Development Office as Incubator

This panel discussion will be moderated by James G. Leventhal. Featured panelists include: Lynne LaMarca Heinrich, Kathleen Iwersen, and Lori G. Fogarty.

Time: 9:00 a.m.

For more information, visit: www.westmuse.org/oakland_rfp.html

CASE Conference: Major Gift Solicitation: Making the Ask
October 8-10, 2007, Royal Sonesta Hotel, Boston MA

Speaker: Scott Lange, Senior Consultant, Marts & Lundy

Presentation: 1. Planning the Solicitation; 2. What are we selling; 3. Handling Objections and Closing the Gift

Women in Development of Greater Boston's 2007 Annual Meeting
October 4, 2007, The Charles Hotel, Cambridge, MA

Speaker: Ilisa Hurowitz

What's New - What's Next: Trends, Issues and Development Strategies for Success

We work in a rapidly changing sector: Philanthropy has become a household world. "New philanthropists," increasingly engaged with their giving, have new expectations of the organizations they support. Data and analysis add "science" to the traditional "art of philanthropy." WID's current President,Ilisa Hurowitz, will reflect upon key trends and share insights about how to maximize success.

Thursday, October 4, 2007
11:30 am - Networking and Registration
12:00 pm to 1:30 pm - Business Meeting and Keynote Presentation

AHP 41st Annual International Conference
October 4, 2007, Philadelphia Marriott Downtown, Philadelphia, PA

Speaker: Scott Lange, Senior Consultant, Marts & Lundy

Raising Money the Old-Fashioned Way, Ask for It!

This hands-on session will retrace the first memorandum on fundraising from 1891 and apply those lessons to present day scenarios. This workshop is for beginners and intermediate development professionals who are looking to improve their own solicitation techniques as well as learn how to train volunteers to overcome their fear of asking for money in person. Attendees will become engaged in case stating and story telling to provide an opportunity for donors to make a difference.

Time: 1:45 - 3:00 p.m.

For more information, visit: http://www.ahp.org/conferences-education/intl-conf/index.php

APRA 20th Annual International Conference
July 26, 2007, Sheraton Chicago Hotel & Towers, Chicago, IL

Speaker: John Cash PhD, Senior Consultant, Marts & Lundy

Forging New Partnerships in the Campaign: The Sometimes Uneasy Alliance between Research and Major Gifts

The growth of the modern prospect research office from the early 1980s onward parallels the enormous expansion of comprehensive campaigns. As prospect research has become every more professionalized and data-driven, the close relationship it one-time enjoyed with senior fundraisers has diminished. Researchers are not always embraced as part of the fundraising team and included in prospect strategy development. Fundraisers often abrogate their own responsibility to own the "collective wisdom" about a prospect and defer to research rather than exercising true prospect management. This session will analyze the gap that still separates research and major gifts on the fundraising team and will offer some suggestions for integrating research into the prospect strategy development process. Dr. John Cash, Senior Consultant, with Marts & Lundy began his career as a prospect researcher before becoming a major gift officer and later leader of the UC Berkeley New Century Campaign. He brings a unique perspective to the relationship between research and major gift work in the campaign environment.

Time: 2:30 p.m.-4:30 p.m.

For more information, visit: www.aprahome.org

CASE Summit for Advancement Leaders
July 9, 2007, Chicago Marriott Downtown, Chicago, Illinois

Speakers: Lawrence Bacow, President, Tufts University; Brian Lee, Vice President for Advancement, Tufts University; and Bruce R. McClintock, Chair, Marts & Lundy

Big Ideas, Bold Results

Donors give in response to vision and ideas-the bolder, the better. After concluding a successful campaign for $609 million in 2002, Tufts University immediately embarked on the quiet phase of a new comprehensive campaign. The university raised $615 million during a four-year quiet phase and announced a public goal of $1.2 billion in November 2006. With a new president, new volunteer leaders, and new advancement leadership, the focus has been on bold ideas and measurable educational outcomes for this largely endowment-building campaign. Discuss a case study on how to the move from traditional thinking (emphasis on campaign rhetoric) to more donor-centric thinking (emphasis on the ideas that define the university's educational agenda) and how this can be replicated at other institutions.

Time: 3:00 p.m.-4:15 p.m.

For more information, visit: www.case.org

CASE Major Gift Solicitation: Making the Ask
May 24, 2007, Salt Lake City Marriott Downtown, Salt Lake City, Utah

Speaker: Scott Lange, Senior Consultant, Marts & Lundy

Handling Objections and Closing the Major Gifts

In many instances, the prospect will voice one or more issues that stand in the way of making a commitment. What can you learn from these objections and how can you turn them into opportunities to get the gift? Having done that, how can you close the solicitation? Examine ways to handle these objections and get the gift.

Time: 10:45 a.m.- 12:15 p.m.

For more information, visit: http://www.case.org/conferences/mgasks/frames.cfm

Planning the Solicitation: Who, What, when, Where, Why, & How Much?
May 23, 2007, Salt Lake City Marriott Downtown, Salt Lake City, Utah

Speaker: Scott Lange, Senior Consultant, Marts & Lundy

Handling Objections and Closing the Major Gifts

What elements should you consider as you plan your solicitation strategy? How do you decide among several options? What factors should you consider as you choose among the many options? Outlining the solicitation plan, selecting the project, building the solicitation team, determining the right place for the meeting, and building the best case for the ask is covered in this session.

Time: 1:45 p.m.- 2:45 p.m.

For more information, visit: http://www.case.org/conferences/mgasks/frames.cfm

CASE Major Gift Solicitation: Making the Ask
May 23, 2007, Salt Lake City Marriott Downtown, Salt Lake City, Utah

Speaker: Scott Lange, Senior Consultant, Marts & Lundy

What are We Selling? Packaging Major Gift Opportunities

How can major gift officers best communicate the range of gift opportunities at their institutions? Assess internal and external resources avaliable to assist you in your efforts.

Time: 4:15 p.m.- 5:15 p.m.

For more information, visit: http://www.case.org/conferences/mgasks/frames.cfm

American Association of Museums Annual Meeting and MuseumExpo 2007
May 14, 2007, Lakeside Center, McCormick Place, Chicago, IL

Speaker: Lynne LaMarca Heinrich, Senior Consultant and Leader, Arts and Culture, Marts & Lundy

Focusing on the Middle: Establishing a Strong Major Gifts Program

In general, museums enjoy strong support from the bottom (membership) and the top (principal/ leadership gifts) of the pyramid but often neglect the middle of the pyramid, where effectively deployed staffing and allocation of resources can yield significant returns from effective major gift programs. This session will include six seasoned professionals who will present case studies of successful major gift programs and provide tools for designing programs, measuring effectiveness, asking for investment.

Time: 10:30 a.m.-11:45 a.m.

For more information, visit: http://www.aamweb.aam-us.org/am07/

CASE Online Speaking Engagement
May 10, 2007, Lakeside Center, McCormick Place, Chicago, IL

Speaker: Tracy Savage, Senior Consultant, Marts & Lundy

Online Seminar: Preparing for the Independent School Endowment Campaign

With increasing frequency, independent schools are turning to their endowments to provide revenue for operations, to fund new strategic initiatives, and to ensure financial security in changing economic and demographic times. Relying almost exclusively on fundraising to build these endowments, schools launch significant endowment campaigns, often without the quality and quantity of preparation needed for success. This seminar explores some of the critical differences between endowment and bricks & mortar campaigns, and outlines steps that are essential endowment fundraising.

Time: 2:00-3:30 EDT

Online link: http://www.case.org/onlinespeaker/default.cfm

44th AFP International Conference on Fundraising, Dallas Texas
March 27, 2007, Dallas Convention Center, Dallas, TX

Speakers: Penny Scarpucci, Senior Consultant & Director, Marts & Lundy and Scott Lange, Senior Consultant, Marts & Lundy

Best Practices in Major Gift Prospect Management

Time: 3:00 p.m.-4:15 p.m.

For more information, visit: http://www.conference.afpnet.org/getting_to_the_conference.cfm

CASE District I & II Conference-Key Decision Makers/Chief Advancement Officer Track
February 12, 2007, Marriott Marquis, New York, NY

Speakers: Tom Anderson, Senior Consultant, Marts & Lundy,Barbara G.Stowe, Vice President for Resource Development Emetita, Massachusetts Institute of Technology

Managing the Challenges of Partnerships with Governing Boards

Time: 9:15 a.m.

For more information, visit: http://www.casemeetingoftheminds.org/?CONTAINERID=93&CRUMB=3

2007 CASE/NAIS Independent Schools Conference
January 29, 2007, Philadelphia Marriott Downtown, Philadelphia, PA

Speakers: Sandy Drew, Senior Consultant and Co-Leader, Schools Practice Group, Marts & Lundy and Kate Doub, Senior Consultant, Marts & Lundy. The discussion will be moderated by Kinch Kato, Director of Development, The Benjamin School.

Volunteers-Love 'em or..

How do you recruit, manage, and retain exemplary volunteers? More importantly, how do you keep these key members of your team motivated and engaged, rewarded and recognized. In schools, volunteers help keep the cost of fund raising moderated by their active involvement in annual and capital campaigns; volunteers serve as role models for others in the school community. Join in this lively discussion of strategies for working with volunteer leaders from start to finish of your annual giving campaign and other programs.

Time: 11:30 a.m.-12:45 p.m.

For more information, visit: http://www.case.org/conferences/casenaisplash/default.cfm

AFP, Greater Cleveland Chapter
January 10, 2007, American Red Cross, Cleveland, OH

Speaker: Tom Anderson, Senior Consultant, Marts & Lundy

Ethics: The Heart of Philanthropy

Leo Tolstoy asked the profound question... How then shall we live? Professional life in the 21st century seems so complicated. We are good people and we want to do the right thing, but why does it have to be so hard? Ethics not only helps us to know what we can do, but also points us to what we should do. And, it gives us the mental tools to go beyond the moral temptations of right v. wrong to grapple with the even tougher questions of right v. right. This session may not provide all of the answers, but it will help each of us frame the right questions.

Time: 8:00 a.m.

For more information, visit: http://www.afpcleveland.org/

Institutional Advancement Section of American Association of Law Schools 2007 Annual Meeting
January 3, 2007, Marriott Wardman Park Hotel, Washington, DC

Speaker: Bruce McClintock, Chair, Marts & Lundy

Changing Expectations: Donors, Volunteers and Institutional Leaders

Over the past decade, the philanthropic landscape has undergone significant changes. Many donors have raised the bar in demanding greater institutional accountability, outcome metrics and ongoing stewardship in return for their support. Many volunteers are increasingly struggling with the scarcity of discretionary time to follow through on assignments they have the best intentions of fulfilling. And, many institutional leaders are looking to the development office for levels and types of gift support that are increasingly more difficult to achieve. Welcome to life in the fast-track.

Time: 12:00 Noon

For more information, visit: http://www.aals.org/am2007/

CASE District VII Conference
December 8, 2006, Biltmore Hotel, Los Angeles, CA

Speakers: Don Fellows, President, Marts & Lundy. Co-presenting: Christopher Ponce, Vice President for Advancement, Pomona College, Sarah Williams, Lead Analyst and Consultant, Marts & Lundy.

A New Model for Determining Campaign Capacity and Feasibility

Two seasoned consultants will explore a new and more valuable means of conducting campaign planning or feasibility studies. This new model takes the best of the old feasibility study elements and adds customized benchmarking, predictive modeling and advanced analytical forecasting tools to provide a more realistic sense of campaign capacity, staffing requirements and the potential to achieve a campaign's goals at various levels of giving.

For more information, visit: http://www.casevii.org/conference/index.html

Academic Impressions: Planning, Managing and Leading Effective Capital Campaigns
October 25-27, 2006, Walt Disney World Resort Hilton, Orlando, FL

Speaker: Myrna Hall, Senior Consultant, Marts & Lundy

Building and Strengthening Relationships in a Campaign Setting
Campaigns depend on major gift success, and major gift success depends on building strong relationships between the institution, the donor, and the development staff. This session will outline the basic roles and responsibilities of all of these various partnerships. We will discuss ideas for meaningful volunteer involvement that can transcend the campaign and continue to build a major gift culture for your institution.

Making the Major Gift Ask
Without a doubt, making the ask is the most stressful aspect of the overall fundraising process. This session will review the basic steps in the major gift cultivation and solicitation process and provide hands-on audience interaction and feedback on major gift techniques that provide real life ideas and answers for turning major gift prospects into major gift donors.

Stewardship: More Than a Simple "Thank You"
You have made the ask, you got the gift, and now you move to what is potentially the most neglected phase of your institution’s relationship with donors: stewardship. This session will review all of the traditional elements of a first-class donor stewardship program and discuss new aspects of accountability and transparency to support your major gifts program.

For more information, visit: http://www.academicimpressions.com/

2006 Independent Sector Annual Conference
October 23, 2006, Hyatt Regency Minneapolis, MN

Speaker: Lynne LaMarca Heinrich Senior Consultant and Leader, Arts & Cultural Practice Group, Marts & Lundy

Integrity and Intent: When organizations and Donors Diverge on Program and Strategy

This session is designed to help participants look at how other organizations have dealt with situations when a donor wishes to make a gift that would take the organization in directions it had not planned to forge or with other strings attached that could cause problems for the organization.

Featured panelists include: John Lippincott, President, CASE (the Council for the Advancement and Support of Education); Ronn Richards, President and CEO, The Cleveland; Chuck Gould, President and CEO, Volunteers of America and Lynne LaMarca Heinrich, Senior Consultant and Leader, Arts & Cultural Practice Group, Marts and Lundy.

Time: 12:00 Noon

For more information, visit: http://independentsector.org/AnnualConference/2006/index.html

APRA Annual Conference
August 9th, 2006, Hyatt Regency Grand Cyperess Resort, Orlando, FL

Speakers: Don Fellows, Senior Consultant and Managing Director, Marts & Lundy. Co Presenting: Sarah Williams, Tina Donahoo

Testing Campaign Feasibility--A New Model

Two seasoned consultants will explore a new and more valuable means of conducting campaign planning or feasibility studies. This new model takes the of the old feasibility study elements and adds customized benchmarking, predictive modeling and advanced analytical forecasting tools to provide a more realistic sense of campaign capacity, staffing requirements and the potential to achieve a campaign's goals at various levels of giving.

For more information, visit: http://www.aprahome.org/conferences/intconference.htm

2006 Summer Institute for Academic Library Leadership
July 12th, 2006, Vanderbilt University

Speaker: Burr Gibson, Executive Chairman, Marts & Lundy

Integrating Library Resources and Services into Campus Fundraising and Public Relations

For more information, visit: http://www.vanderbilt.edu/ppi/institutes.php?id=13

Donor2 Annual National User's Group Conference
July 17th, 2006, Hilton Charlotte, NC

Speaker: Scott Lange, Senior Consultant, Marts & Lundy

Campaign and Data Requirements

This presentation explores the phases of a campaign and the data elements required to drive the Nucleus, Quiet and Public Phases.

2006 Summer Institute for Academic Library Leadership
July 12th, 2006, Vanderbilt University

Speaker: Burr Gibson, Executive Chairman, Marts & Lundy

Integrating Library Resources and Services into Campus Fundraising and Public Relations

For more information, visit: http://www.vanderbilt.edu/ppi/institutes.php?id=13

American Association of Botanical Gardens and Arboreta (AABGA) Annual Conference
July 1, 2006, Hyatt Regency, San Francisco, CA

Speaker: Lynne Heinrich, Senior Consultant and Arts and Culture Practice Group Chair

Building a Sustainable Program in Philanthropy

It's a matter of sustenance! In this increasingly competitive philanthropic environment, how can you determine a realistic contributed income goal? Come learn about trends for philanthropic programs at botanical gardens. Panelists will discuss how colleagues handle questions of staffing, strategic investment, long–term support, and the key role volunteers can play.

Time: 10:30 a.m.-12 noon

For more information, visit: http://www.aabga.org/

Commerce Bank/Independent College Fund of New Jersey Partners in Progress Seminar
June 15, 2006, Rider University, Lawrenceville, NJ

Speaker: Dan Boyer, Senior Consultant, Marts & Lundy

Funding Strategies in Complex Times

The focus will be on growing your organization's philanthropic capabilitiews in preparation for a large scale philanthropic development program.

Time: 10:30 a.m.-12 noon

Jesuit Advancement Administrator's Conference
June 12, 2006, John Carroll University, University Heights, OH

Speaker: Tom Anderson, Senior Consultant, Marts & Lundy

Leadership in Today's World

What is your definition of leadership? What does it mean to be a charismatic leader, a transformational leader, a servant leader, or a quiet leader ... and does it matter? What about emotional intelligence as a prerequisite for leadership? Is ethics really at the heart of leadership? And, what does all of this have to do with advancement in the twenty-first century? Through presentation and case studies, this interactive session will explore the changing role of leadership in our institutions and in our world. And, by dedicating a third of the session time to "What's On Your Mind?" participants will have the chance to explore with the presenter and professional colleagues the issues that are most relevant in their world.

Time: 10:15-11:45 a.m.