Reports & Commentaries
M&L Special Reports

Special Reports

Analytical Solutions

The Strategic Role of Quantitative Research in Campaign Planning
Determining the Probability of Success of Fundraising Initiatives.
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Arts & Culture

Philanthropic Trends in Botanical Gardens and Arboreta
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Assessments

Nelson C. Lees: Philanthropy through Downturns
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Environment & Conservation

Lessons Learned: Natural Disasters and Fundraising.
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Health Sciences

Sustained Excellence in Healthcare
Creating a Culture of Philanthropy
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Higher Education

Best Practices in Major Gift Prospect Management
A presentation given at the 44th annual AFP International Conference, March 2007
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Schools

Philanthropy and Accountability
A New Era of Transparency for Nonprofits
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Strategic Communications

Energize Your Base: Social Media & the Member/Donor Continuum.
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Communicating Value During the Economic Downturn
The down economy offers a double-paned window of opportunity to nonprofit communicators and the organizational leadership they support.
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Bruce R. McClintock

Educational Philanthropy – Trends for Top Performing Institutions – 2001 to 2010
Analysis Using Data from CAE's Voluntary Support of Education Survey. The analysis includes trends for the following categories: Public Research Universities, Private Research Universities, Liberal Arts Colleges, Day Schools, Boarding Schools
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Devin T. Mathias

Social Media Giving Case Study
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John M. Cash, Ph.D.

Rutgers University
An Innovation in Benchmarking for Rutgers University
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Lynne LaMarca Heinrich

National Trends in Gardens & Arboreta Philanthropy: Benchmarking Study (2002 –2008)
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National Trends in Art Museum Philanthropy - 2006
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National Trends in Art Museum Philanthropy - 2004
by Lynne LaMarca Heinrich, Senior Consultant
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Myrna Hall

Philanthropy and Accountability
A New Era of Transparency for Nonprofits
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Nelson C. Lees

The Status of Large Gifts and What It Means for Philanthropy
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Post–Recessionary Giving to Education
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Giving by Governing Boards to Private Higher Education
By Nelson C. Lees, Senior Consultant & Principal
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Giving by Governing Boards to Day and Boarding Schools
By Nelson C. Lees, Senior Consultant & Principal
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Nelson C. Lees: Philanthropy through Downturns
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Penelope A. Scarpucci

Best Practices in Major Gift Prospect Management
A presentation given at the 44th annual AFP International Conference, March 2007
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Ronald J. Arena

Taking the Mystery Out of Fund-Raising
An Interview with Charlie Howland
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Scott R. Lange

Best Practices in Major Gift Prospect Management
A presentation given at the 44th annual AFP International Conference, March 2007
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Thomas W. Thomsen

Enhancing Capital Campaigns
The Advantages of Comprehensive Strategic Planning
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Tina G. Donahoo

Staff Performance Management for Fundraisers
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National Trends in Gardens & Arboreta Philanthropy: Benchmarking Study (2002 –2008)
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Tracy G. Savage

Preparing for the Independent School Endowment Campaign
A CASE Online Speaking Engagement
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Willard E. White

National Trends in Gardens & Arboreta Philanthropy: Benchmarking Study (2002 –2008)
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A Look Towards the Future: Campaign Pipeline Analysis
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Analytical Solutions
Integrating the Art of Fundraising with the Rigor of Analytical Solutions
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Assessing Philanthropy's Landscape
An Interview with Burr Gibson, Executive Chairman, Marts & Lundy
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Best Practices in Major Gift Prospect Management
A presentation given at the 44th annual AFP International Conference, March 2007
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Billion-Dollar Campaigns on Track to Meet Goals
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Childrens Hospital of Los Angeles
The Living Proof Campaign—Living Up to Its Name
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Communicating Value During the Economic Downturn
The down economy offers a double-paned window of opportunity to nonprofit communicators and the organizational leadership they support.
Read More | Register to Download
Educational Philanthropy – Trends for Top Performing Institutions – 2001 to 2010
Analysis Using Data from CAE's Voluntary Support of Education Survey. The analysis includes trends for the following categories: Public Research Universities, Private Research Universities, Liberal Arts Colleges, Day Schools, Boarding Schools
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Energize Your Base: Social Media & the Member/Donor Continuum.
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Enhancing Capital Campaigns
The Advantages of Comprehensive Strategic Planning
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ePhilanthropy: New techniques in a New Economy
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Giving by Governing Boards to Day and Boarding Schools
By Nelson C. Lees, Senior Consultant & Principal
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Giving by Governing Boards to Private Higher Education
By Nelson C. Lees, Senior Consultant & Principal
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Giving USA Foundation Special Bulletin
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Handling Objections and Closing the Gift
A Presentation given at CASE Major Gift Solicitation: Making the Ask
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Lessons Learned: Natural Disasters and Fundraising.
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M&L Minute #1 – Campaign Conversion Ratios
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M&L Minute #2 – Board Giving
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M&L Minute #3 – Economic Climate and Giving
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M&L Minute #4 – Staffing and the Economy
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M&L Minute #5 – Budget Adjustments
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M&L Minute #6 – What’s Up, What’s Down? Trends in Giving FY 2009 vs. FY 2008
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M&L Minute #7 – Giving to Education: The Past, Present and Future
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M&L Minute #8 - The Strategic Use of Analytics in Annual Giving
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Making Sense of Planned Giving Metrics: Advancing the Dialogue About What Really Counts
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Maximizing Planned Giving in Health Sciences Institutions: Results of a 2008 Marts & Lundy Benchmarking Study
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MEGA-GIFTS & THEIR DONORS: E. Burr Gibson Examines Two New Studies
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National Trends in Art Museum Philanthropy - 2004
by Lynne LaMarca Heinrich, Senior Consultant
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National Trends in Art Museum Philanthropy - 2006
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National Trends in Gardens & Arboreta Benchmarking Study
(2002-2008) SUMMARY Report
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National Trends in Gardens & Arboreta Philanthropy: Benchmarking Study (2002 –2008)
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Nelson C. Lees: Philanthropy through Downturns
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Philanthropic Trends in Botanical Gardens and Arboreta
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Philanthropy and Accountability
A New Era of Transparency for Nonprofits
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Philanthropy and Gender: Not Your Mothers Bake Sale
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Philanthropy July 2008 - June 2010
Executive Summary: State of Fundraising
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Planning the Solicitation: Who, What, Where, Why and How Much?
A Presentation given at CASE Major Gift Solicitation: Making the Ask
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Post–Recessionary Giving to Education
Read More | Register to Download
Preparing for the Independent School Endowment Campaign
A CASE Online Speaking Engagement
Read More | Register to Download
Rutgers University
An Innovation in Benchmarking for Rutgers University
Read More
Social Media Giving Case Study
Read More | Register to Download
Staff Performance Management for Fundraisers
Read More
Survey of Philanthropic Trends in Botanical Gardens and Arboreta
Read More | Register to Download
Sustained Excellence in Healthcare
Creating a Culture of Philanthropy
Read More | Register to Download
Taking the Mystery Out of Fund-Raising
An Interview with Charlie Howland
Read More
The Status of Large Gifts and What It Means for Philanthropy
Read More | Register to Download
The Strategic Role of Quantitative Research in Campaign Planning
Determining the Probability of Success of Fundraising Initiatives.
Read More | Register to Download
Theory & Practice Commentary: Seed Money, Leadership Gifts, and Quiet Phases
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Theory & Practice: Special Commentary - Legacy Admissions
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University of Hawaii
Building Philanthropic Capacity - for Today and Tomorrow
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What are We Selling? Packaging Opportunities for Major Gift Officers
A Presentation given at CASE Major Gift Solicitation: Making the Ask
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What happens to the campaign when the President leaves? Presentation at CASE Summit 2008
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