Marts&Lundy

Our President & Chief Executive Officer Douglas Stewart and our Vice President for Philanthropy Insights & Analytics Sarah Clough at The Giving Institute #SummerSymposium24. Marts&Lundy is proud to be a member firm of The Giving Institute, and Sarah put together a fantastic agenda as co-chair of the summer symposium!

WEBINAR RECORDING: A Panoramic View of Charitable Giving Trends A panel of Marts&Lundy Senior Consultants addressed critical questions on campaigns, transformational and major giving, and core giving patterns in light of the 2024 Giving USA Annual Report. Our panelists brought extensive expertise in health, higher education and schools, leveraging both historical and real-time data to discuss fundraising strategies that not only adapt to but transcend shifting donor behaviors. You can access the recording here: https://lnkd.in/eMRMbgCt We addressed the following core topics as well as answered audience questions during the webinar: 📊 Trends in Charitable Giving Across Sectors and Geography 🚀 Campaign Performance vs Giving USA Trends 💸 Impact of Inflation on Major Gift Programs 🌟 The Trajectory of Transformational Giving We will be publishing additional commentary from the panel discussion. Want to receive these blogs directly to your inbox? Join our thought leadership mailing list here: https://lnkd.in/gKN4SMFt #GivingUSA #GivingUSATrends

Join us! WEBINAR: A Panoramic View of Charitable Giving Trends Tuesday, July 9 1:00 p.m.-2:00 p.m. PDT | 4:00 p.m.-5:00 pm EDT Register and submit your questions for our panelists today: https://lnkd.in/eBFstiRu A panel of Marts&Lundy Senior Consultants will address critical questions on campaigns, transformational and major giving, and core giving patterns in light of the 2024 Giving USA Annual Report. Our panelists bring extensive expertise in health, higher education and schools, leveraging both historical and real-time data to discuss fundraising strategies that not only adapt to but transcend shifting donor behaviors. We will address the following core topics as well as answer your questions, which you can submit upon registration or ask during the webinar. Trends in Charitable Giving Across Sectors and Geography 📊 Our panelists will analyze key giving metrics from our extensive benchmarks database and compare them with the latest data from Giving USA. Campaign Performance vs Giving USA Trends 🚀 With campaign data ranging from $10 million to more than $6 billion, our panelists will share insights on how institutions are achieving campaign goals and whether campaign timelines are shifting. Impact of Inflation on Major Gift Programs 💸 We’ll explore strategies for addressing financial pressures and how institutions can manage constrained capacity and donor inclination. The Trajectory of Transformational Giving 🌟 We’ll examine our 2024 $10M+ Gifts Report alongside Giving USA’s findings on mega gifts pre- and post-pandemic. Register now: https://lnkd.in/eDY6ubSJ #GivingUSA2024 #USAGivingTrends

Our Marts&Lundy colleagues -- Consulting Partner Jessie Brooks, CFRE, and Senior Consultant & Principal/Leader of Higher Education Practice Don Fellows -- enjoying their time at the HBCU Philanthropy Symposium 2024 hosted by Delaware State University. #HBCUPhilanthropySymposium #HBCU

In this week's #FocusForwardWisdom, we share a perspective on the just released CASE Insights on Alumni Engagement White Paper. Sarah Clough, Vice President for Philanthropy Insights & Analytics, shares her thoughts on the study's key findings and how those findings could significantly impact how institutions approach alumni engagement. You can find her blog here: https://lnkd.in/e2fP6iKj #CASEInsights #AlumniEngagement

We've shared why The Azure Summit North America is such a valuable experience for heads of school, aspiring heads, and their chief advancement officers. Today, we invite you to learn about The Azure Summit directly from a Head of School who attended! In this video, Andrea Kassar, Head of School at Westridge School in Pasadena, California, shares her experience attending the Summit and how she's putting to use the campaign best practices she learned there. https://lnkd.in/etTBfv3j #campaigns #TheAzureSummit #IndependentSchools

Are you a head, aspiring head, or chief advancement officer of an independent school? If so, this week's #FocusForwardWisdom is for you! We invite you to explore The Azure Summit North America, a two-day campaign preparation conference that builds on the distinct expertise possessed by heads (and aspiring heads) of schools and complements their skills with campaign best practices. The curriculum is tailored to include chief advancement officers who attend with their heads, energizing and optimizing this important partnership. Watch a brief video: https://lnkd.in/eNiw8B4d Visit the website and register: https://lnkd.in/eYnDYxhj At the conclusion of the Summit, you will possess a strategic campaign planning and implementation roadmap that ensures you attract and retain visionary donors and secure gifts that advance your school toward new heights of excellence. REGISTRATION CLOSES JULY 1, so register today! #campaigns #fundraising #independentschools

In this week’s #FocusForwardWisdom, we are excited to share a NEW micro-credentialing course in collaboration with our Consulting Partner Maia McGill and the Inclusive Philanthropy Institute. Transformational Grant Writing Through a Race-Based Lens September 4, 11, and 18 Early bird registration for this 3-week course begins July 15 CFRE Points and Digital Completion Badge Available Over three weeks, learners will examine the intersections of equity, impact, and sustainability in grant writing, with emphasis on addressing systemic inequities. Through a blend of theoretical learning, the review of grant proposal case studies, and a grant writing exercise, learners will develop an understanding of how to center race within an asset-based framework devoid of deficit framing, tokenization, and saviorism. Learners will also receive necessary tools to help craft grants that foster collaboration between their institutions and the communities they serve. Follow this link to learn more about our new course as well as our other micro-credentialing courses designed to Advance Equity Through Inclusive Philanthropy:  https://lnkd.in/g4BVUrcF Want to find out about our new offerings as soon as they happen? https://lnkd.in/gKN4SMFt #inclusivephilanthropy #grantwriting #CFRE #microcredentialing

In this week's #FocusForwardWisdom, we share an important development in campaign benchmarking. Marts&Lundy has partnered with CASE to establish CASE Insights on Campaigns, a repository of critical data-driven insights that will further our shared understanding of campaign best practices and evolving trends. The CASE Insights on Campaigns survey will collect data comprising goals, staffing and fundraising results. The survey will also capture how events such as institutional leadership changes and socioeconomic factors affected campaign timelines and cadence. If you are in the #education sector and your institution has completed a comprehensive campaign within the last five years, please take a few moments to submit a Survey Interest Form, and a CASE Insights team member will email you when the survey opens in September. Survey Interest Form: https://lnkd.in/eSmE6r4C Learn more about CASE Insights on Campaigns here: https://lnkd.in/ekrP_Q2H We are pleased to be CASE’s partner in this important project, and it is our hope that your institution will participate in this shared resource. #caseinsights #highereducation #schools #campaigns

Yesterday, we wrapped up the first offering of our micro-credential course, "An Anti-Racist Journey in Fundraising," in partnership with Marts&Lundy! We are incredibly proud of the introspection and growth showed by all of our students! Rachael Rail, Associate Director of Development for the College of Veterinary Medicine at Iowa State University, shared the following testimonial of her experience in the course: "The insights I’ve gained through this course are invaluable. Specifically, the information about bias data collection has made me really stop and think about the information we are using and how that could be excluding a large, diverse group of people. This course has really pulled back the curtain on systemic racism and has allowed me to view the systems, policies and procedures in place, both nationally and within my organizations, through a new lens and with fresh eyes. As a white woman, I have been able to take a deeper look at my own complicity and start to untangle my own fear of making mistakes from the responsibility to advocate and speak out against racism and prejudice. I highly recommend this course for anyone working in the philanthropic space, but also as part of my own personal anti-racist work, this has been a truly necessary and instrumental part of my process." Thank you, Rachael, for the commitment you have made to anti-racist work and inclusive philanthropy! Interested in signing up for the next session of "An Anti-Racist Journey in Fundraising"? Registration opens July 15. View more information on this and all our micro-credential course opportunities at: https://lnkd.in/g4BVUrcF #inclusivephilanthropy #antiracism #antiracist #fundraising #philanthropy #dei #diversity #equity #inclusion #diversityequityandinclusion #professionaldevelopment #advancement #highered #nonprofit