Marts&Lundy

We are pleased to announce that Jessie Brooks, CFRE is now a Marts&Lundy Senior Consultant & Principal.   Jessie has more than 26 years of experience in higher education fundraising and most recently served as the Senior Vice President for Institutional Advancement at Spelman College. During his tenure, Spelman initiated and completed the most successful comprehensive campaign in its history.   Prior to joining Spelman College, Jessie served as the Senior Director of Development for the Scripps Institution of Oceanography at the University of California, San Diego (UC San Diego) for five years.   Jessie also held various roles at San Diego State University over his eight-year tenure there. He was Assistant and Associate Vice President for University Development, responsible for the advancement team and development operations.   Learn more about Jessie’s professional journey here: https://lnkd.in/eBhSmym8   #HigherEducation #Philanthropy #Fundraising  

🌟 We are pleased to share that Jacqueline Lewis has joined Marts&Lundy as a Senior Consultant & Principal. 🌟 Learn more about Jackie's professional journey and expertise here: https://lnkd.in/eYkd22vd #TalentSpotlight #Philanthropy #Fundraising #HigherEducation #Healthcare

In this week's #FocusForwardWisdom, we invite you to explore the intersection of Artificial Intelligence + Advanced Analytics + Inclusive Philanthropy. Join us for a one-of-a-kind webinar featuring: 🔹 Senior Vice President for DonorSearch Ai, Nathan Chappell, MBA, MNA, CFRE 🔹 Marts&Lundy Vice President for Philanthropy Insights & Analytics, Sarah Clough 🔹 Founder of the Inclusive Philanthropy Institute and Marts&Lundy Consulting Partner, Maia McGill During the webinar, they will discuss: ◾ Race Equity and the Harm of One-Dimensional Data ◾ Leveraging AI to Address Gaps ◾ Holistic Approaches, Limitations, and Sustainable Solutions Join us on August 27! CFRE Points are available! https://lnkd.in/eHpADzR4 #AI #InclusivePhilanthropy #AdvancedAnalytics #CFRE

Today is the last day to lock in early-bird registration! Will you be joining us for either of our upcoming micro-credential courses? Sign up today and let us know in the comments! https://lnkd.in/g4BVUrcF

Excited to share one of many testimonials we’ve received from past students of our micro-credential course, "An Anti-Racist Journey in Fundraising," hosted in partnership with the Inclusive Philanthropy Institute. "As a white philanthropic leader, I felt incredibly safe and supported throughout the course, and Maia was an engaging, powerful and inspiring instructor. We also had excellent guest speakers, learned about the power of data, and walked away with practical tools that I'll use day-to-day in my life as a fundraiser and as an organizational leader." –Cara Williams, Director of Development at Eva's Initiatives for Homeless Youth in Toronto, Canada Early-bird registration for our next fully online session (Sept. 3-Oct. 8) ends on August 9. Don't miss out on the discounted pricing! Sign up today: https://lnkd.in/ej2SE6fg #dei #fundraising #inclusivephilanthropy #diversity #equity #inclusion

In this week's #FocusForwardWisdom, Consultant Marina Shepaksov and Senior Consultant & Principal Penelepe Hunt answer key questions on Gift Fees. What exactly is a gift fee?  How much is a typical gift fee? How much is a typical gift fee? Where should gift fees be documented?  What if a donor refuses to have a gift fee taken from their donation? How do we manage the move to a gift fee? You can find their blog here: https://lnkd.in/eJGAheHF Questions or comments? Contact our authors! Marina: [email protected] Penelepe: [email protected] #GiftFees #Nonprofits #DevelopmentOperations #Fundraising

🌟 Caitlin Haugen has joined Marts&Lundy as a Consultant and Data Analyst with our Philanthropy Insights & Analytics team — a multi-disciplinary group of experts in data analytics, data science, decision science, business intelligence, pipeline and prospect management, and annual giving. 🌟 Learn more about Caitlin's professional journey and expertise here: https://lnkd.in/ePWSNBHd 🌟 For more information on our Philanthropy Insights & Analytics offerings, contact us at [email protected] and visit us online at https://lnkd.in/emRDJ--u #TalentSpotlight #AdvancedAnalytics #BusinessIntelligence #ProspectManagement #AnnualGiving

In this week's #FocusForwardWisdom, we share "Trends in Charitable Giving," a follow-up piece to our July webinar, A Panoramic View of Charitable Giving Trends. Trends in Charitable Giving revisits these key topics: 🌍 Understanding the Big Picture of Charitable Giving 📊 Sector-Specific Trends in Charitable Giving 📈 Campaign Strategies in a Changing Landscape You can find the article here: https://lnkd.in/eTV2HG_7 And, you can view the webinar here: https://lnkd.in/eMRMbgCt #GivingUSA #CharitableGivingTrends

We're hiring! If you have 15+ years and a track record of success in a senior development role in Independent Schools and/or consulting experience working with Independent Schools, check our listing and apply today! https://lnkd.in/eqcpKRuh

The magnitude and pace of philanthropic giving are amplified when a school’s leader becomes its top philanthropy champion. This is why Marts&Lundy created The Azure Summit for Heads of School — an intensive conference devoted to preparing heads of school to lead their school’s next campaign. We have just completed the fourth annual Azure Summit, where we welcomed leaders from 20 independent schools in a personalized, small-group setting. The Summit kicked off on July 14 with a reception and dinner, setting the stage for a collegial atmosphere and a chance to pause the daily demands of their schools back home. The two days of intensive and interactive study immersed heads in campaign best practices. Most of the school heads were accompanied by their chief advancement officers, further strengthening their important partnership. We thank The Hamlin School in San Francisco for hosting our event. The Summit Faculty included Karen Callahan, Charlie Melichar, Martha Voegeli, Melissa von Stade, Jim Zimmerman, and guest faculty member Shannon Cleary, Vice President of Institutional Advancement at Mid-Pacific Institute. Marts&Lundy Consulting Partners Nancy Kehoe and Erin Wright, and Noe Lyons Archambault, Vice President for Institutional Advancement at Punahou School, assisted with breakout group discussions. With gratitude to all involved! Looking forward to The 2025 Azure Summit North America! If you are interested in knowing more, please contact [email protected] and visit https://lnkd.in/eYnDYxhj #AzureSummit #TheAzureSummit #IndependentSchools #Campaigns