Special Reports
Giving USA Foundation Special Bulletin NEW REPORT
The American Recovery and Reinvestment Act of 2009
Researched and written at the Center on Philanthropy at Indiana University
Analytical Solutions
Integrating the Art of Fundraising with the Rigor of Analytical Solutions
The terms "Analytical" and "Solutions" reflect our commitment to meet the pressing demands of an increasingly competitive and complex philanthropic marketplace. Analytical encompasses the wide range of technologies and tools that provide a new way of doing business for development professionals. Now more than ever, the most successful nonprofits know the importance of augmenting the experiential, intuitive side of fundraising with a data-driven, quantifiable approach. Solutions reflects one of Marts & Lundy's long-standing core values: to work closely with each of our clients to define and resolve the most important strategic and operational issues each face. We practice the belief that lasting solutions don't come pre-packaged, but grow out of a client-consultant relationship marked by trust, concern and mutual respect.
Assessing Philanthropy's Landscape
An Interview with Burr Gibson, Executive Chairman, Marts & Lundy
Best Practices in Major Gift Prospect Management
A presentation given at the 44th annual AFP International Conference, March 2007
Presented by Penny Scarpucci, Senior Consultant & Director, Marts & Lundy and Scott Lange, Senior Consultant, Marts & Lundy
Childrens Hospital of Los Angeles:
The Living Proof Campaign—Living Up to Its Name
Enhancing Capital Campaigns:
The Advantages of Comprehensive Strategic Planning
Marts & Lundy's senior consultant Tom Thomsen investigates higher educational institutions' experiences with strategic planning. The study illuminates the link between strategic planning and fundraising, and highlights the positive correlation of planning to successful campaigns.
ePhilanthropy: New techniques in a New Economy
Presentation made by Scott R. Lange, senior consultant, to the New York Society of Association Executives, April 29, 2009
Handling Objections and Closing the Gift
A Presentation given at CASE Major Gift Solicitation: Making the Ask
Presented by Scott Lange, Senior Consultant, Marts & Lundy
Making Sense of Planned Giving Metrics: Advancing the Dialogue About What Really Counts
Changes in giving as a result of the recession have brought planned giving to the forefront in new ways. With short-term resources strapped, nonprofit donors and fundraisers are reassessing the potential of planned giving as a more visible player in longer-term institutional investment and growth.
Maximizing Planned Giving in Health Sciences Institutions: Results of a 2008 Marts & Lundy Benchmarking Study
Planned giving is an increasing source of long-term growth in health sciences institutions and a promising area of strategic fundraising investments. While these institutions are understandably focused on gifts of cash for research and new programs, they also benefit from special and varied constituencies with strong and often long attachments.
MEGA-GIFTS & THEIR DONORS: E. Burr Gibson Examines Two New Studies
Marts & Lundy Executive Chairman E. Burr Gibson comments on a pair of recent studies of high net-worth donors -- one by the Bank of America and written by the Center on Philanthropy at Indiana University, and the other by the Institute for Jewish & Community Research. One finding by the Bank of America/Indiana study that captured Gibson's interest: Entrepreneurs give, on average, nearly twice as much a year as other wealthy individuals.
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M&L Minute #1 – Campaign Conversion Ratios
The first in a quarterly series of short surveys about important issues facing our industry today. This survey examined whether relationships exist between prospect-to-donor conversion rates and campaign goal, stage of the campaign, or philanthropic segment. To view the full report, click here or on the title above.
To view a complete set of survey data charted by industry segment, click here.
For a follow-up commentary on campaign conversation rates by Dan Boyer, senior consultant, click here.
Marts & Lundy invited 345 institutions andorganizations, which represent a broad range of philanthropic segments, to participate in the second M&L Minute. The objective of the survey was to examine trends in board fundraising involvement, expectations for board contributions, and board giving patterns, specifically during campaigns.
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M&L Minute #3 – Economic Climate and Giving
The following report provides details on responses to our survey related to the impact of the current economic climate on philanthropic support, as well as additional analysis of fundraising results during historic economic downturns. To date, data suggests that the economic climate is affecting gifts toward the lower end of the gift pyramid and that some donors are looking for alternative gift methods to support institutions.
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M&L Minute #4 – Staffing and the Economy
With our nation in a recession, Marts & Lundy continues its analysis of how economic conditions are affecting the advancement staffs at our client institutions. In mid-November, Marts & Lundy asked clients about the actions their organizations were taking to adjust to economic conditions. Specifically, we were concerned with how the economic climate might be affecting staffing levels, other personnel issues, and campaign plans and what our clients were doing in response.
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National Trends in Art Museum Philanthropy - 2006
Presentation by Lynne LaMarca Heinrich, senior consultant and co-leader of the Arts & Culture Practice Group, at the May 2007 AMDA meeting in Minneapolis
National Trends in Art Museum Philanthropy - 2004
by Lynne LaMarca Heinrich, Senior Consultant
National Trends in Gardens & Arboreta
Philanthropy: Benchmarking Study (2002 –2008)
Prepared by:
Lynne LaMarca Heinrich
Senior Consultant, Arts & Culture Practice Group Co‐Leader
Willard E. White
Senior Consultant, Arts & Culture Practice Group Co‐Leader
Tina Donahoo
Senior Analyst, Analytical Solutions
Nelson C. Lees: Philanthropy through Downturns
A recent analysis by Marts & Lundy Senior Consultant Nelson C. Lees found that philanthropic giving has shown "remarkable resiliency" over the past four decades despite periodic dips in the stock market. Lees draws from a variety of sources in this informative study of economic slowdowns linked to stock market declines from 1969 to 2006.
Philanthropic Trends in Botanical Gardens and Arboreta
Presented by Lynne LaMarca Heinrich, Senior Consultant and Co-leader of Marts & Lundy's Arts & Culture Practice Group at the 2006 ABGA National Conference in June
This survey, conducted by Marts & Lundy in conjunction with the ABGA, benchmarks for the first time the philanthropic trends for extra large, large, medium and small botanical gardens and arboreta, seeking to understand the key trends in philanthropic programs at these organizations. The report provides information on how colleagues across the country are utilizing staffing, handling strategic investment, and building a pipeline for long-term support from individuals.
The full report can be accessed by clicking here.
A copy of the survey questionnaire is available by clicking here.
For additional information regarding the survey, please contact:
Lynne LaMarca Heinrich
Senior Consultant
510-644-4490
heinrich@martsandlundy.com
Willard White
Senior Consultant and Chicago Regional Manager
708-447-3749
white@martsandlundy.com
Philanthropy and Accountability:
A New Era of Transparency for Nonprofits
by Myrna Hall, Senior Consultant
A new sense of philanthropic accountability examines transparency of the direction and use of funds.
Philanthropy and Gender: Not Your Mothers Bake Sale
That American women are gaining economic power is a well-documented trend: in 2005, women constituted more than 46% of the nation’s top wealth-holders, with their share of assets growing by 50% over the last decade to more than $6.3 trillion. By 2010, women will control 60% of wealth in the United States.
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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
Presented by Scott Lange, Senior Consultant, Marts & Lundy
Preparing for the Independent School Endowment Campaign
A CASE Online Speaking Engagement
By Tracy Savage, Senior Consultant, Marts & Lundy
A cd-rom recording of this seminar presentation is available at the CASE bookstore: http://www.case.org/Publications/Detail.cfm?ProductID=3211
Rutgers University
An Innovation in Benchmarking for Rutgers University
by John Cash, Senior Consultant and Managing Director, Marts & Lundy
Survey of Philanthropic Trends in Botanical Gardens and Arboreta
Conducted by Marts & Lundy for ABGA and the Directors of Large Gardens Group
Sustained Excellence in Healthcare
Creating a Culture of Philanthropy
Taking the Mystery Out of Fund-Raising
An Interview with Charlie Howland
by Ron Arena, Marts & Lundy
The Strategic Role of Quantitative Research in Campaign Planning
Determining the Probability of Success of Fundraising Initiatives.
Trends in Educational Philanthropy 1999-2008
Annual Analysis Using Data from CAE's (Voluntary Support of Education) Survey
Each year we share, with our clients and others, an analysis of the trends in educational philanthropy. The base data for this analysis, is the Council for Aid to Education's Voluntary Support of Education survey for the years 1999 through 2008. The institutions selected for study were those with the highest overall average for total philanthropic giving for the last ten years. In order to be included, the institutions must have reported data in each of the last ten years.
We offer this analysis to you to use in comparing your institution to some of the "best" in terms of overall support, and as a series of data points for sharing with colleagues and Board members interested in the benchmarks for your market segment. This will be of primary use to institutions beginning to think about campaigns in order to see how the balance of priorities may blend with giving preferences. Institutions can see if their needs are comparable with the current landscape in philanthropy.
One word of caution: because these are averages of a large sample of institutions, you won't see the peaks and valleys in giving apparent when examining one single institution. The averages of the large group smooth out the more circumstantial development issues, such as a new president or the beginning of a campaign. Please click on the particular category that interests you to be directed to a registration page. There you will be able to download the appropriate PDF file at no charge.
The analysis includes trends for the following categories:
- Public Research Universities.pdf
- Private Research Universities.pdf
- Liberal Arts Colleges.pdf
- Day Schools.pdf
- Boarding Schools.pdf
- All Schools.pdf
Data Sources
The personal income data is from the Bureau of Economic Analysis, U.S. Department of Commerce. The source of the data for the NYSE composite index and the NASDAQ is BigChart.marketwatch.com.
University of Hawaii:
Building Philanthropic Capacity - for Today and Tomorrow
A client study documenting Marts & Lundy's consulting engagement with the University of Hawaii Foundation
What are We Selling? Packaging Opportunities for Major Gift Officers
A Presentation given at CASE Major Gift Solicitation: Making the Ask
Presented by Scott Lange, Senior Consultant, Marts & Lundy
Analytical Solutions
Enhancing Capital Campaigns: The Advantages of Comprehensive Strategic Planning (publ.2006)
Integrating the Art of Fundraising with the Rigor of Analytical Solutions (publ. 2007)
M&L Minute #1 – Campaign Conversion Ratios (publ. 2008)
M&L Minute #1 – Commentary (publ. 2008)
M&L Minute #2 – Board Giving (publ. 2008)
M&L Minute #3 – Economic Climate and Giving (publ. 2009)
M&L Minute #4 – Staffing and the Economy (publ. 2009)
Maximizing Planned Giving in Health Sciences Institutions: Results of a 2008 Marts & Lundy Benchmarking Study (publ.2009)
The Strategic Role of Quantitative Research in Campaign Planning
Arts & Culture
National Trends in Art Museum Philanthropy - 2004 (publ. 2005)
National Trends in Art Museum Philanthropy - 2006 (presentation to AMDA)
National Trends in Gardens & Arboreta
Philanthropy: Benchmarking Study (2002 –2008)(presentation at APGA meeting 2009)
Philanthropic Trends in Botanical Gardens and Arboreta (ABGA presentation 2006)
Enviroment & Conservation
Health Sciences
Maximizing Planned Giving in Health Sciences Institutions: Results of a 2008 Marts & Lundy Benchmarking Study (publ.2009)
Sustained Excellence in Healthcare Creating a Culture of Philanthropy
Higher Education
Best Practices in Major Gift Prospect Management (AFP Internaational presentation 2007)
Enhancing Capital Campaigns: The Advantages of Comprehensive Strategic Planning (publ.2006)
Handling Objections and Closing the Gift (CASE Presentation 2007)
Making Sense of Planned Giving Metrics: Advancing the Dialogue About What Really Counts
Philanthropy and Accountability (publ. 2007)
Philanthropy and Gender: Not Your Mothers Bake Sale (publ. 2008)
Planning the Solicitation: Who, What, Where, Why and How Much? (CASE Presentation 2007)
What are We Selling? Packaging Opportunities for Major Gift Officers(CASE Presentation 2007)
What happens to the campaign when the President leaves?(CASE Presentation 2008)
Trends in Educational Philanthropy 1999-2008
Schools Practice Group
Philanthropy and Accountability (publ. 2007)
Enhancing Capital Campaigns: The Advantages of Comprehensive Strategic Planning (publ.2006)