What We Think by Marts&Lundy

We believe in philanthropy’s power to transform and enhance, not only the institutions with which we work; but, more importantly, the world in which we live. This has been Marts&Lundy’s mission since our founding, and it is what has enabled our firm to become a leader in providing smart, strategic, and forward-looking counsel to the nonprofit sector. Marts&Lundy is a capacity building firm, helping our clients reach new heights and achieve their full potential.

Last refreshed: July 11th, 2025 at 11:36 PM ⓘ

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Episodes

Podcast Ep9 FFW - Cave Grider Trinity Valley - Final Audio

In this episode of Marts&Lundy's Focus Forward Wisdom, Consultant Sarah Cave talks with Lisa Grider, Director of Advancement and Strategic Initiatives at Trinity Valley School. The two discuss Lisa's thoughts on three significant questions: What new things do you have planned in 2023 for Trinity Valley? What opportunities do you see for Trinity Valley in the year ahead? Looking at the year ahead, what do you think might be the greatest challenges for Trinity Valley and for independent school...

Jan 24, 2023•9 min

Podcast Ep8 FFW - Martha Voegeli Bethel University

In this episode, Senior Consultant & Principal Martha Voegeli speaks with Jim Bender, Vice President for Advancement at Bethel University. They discuss the journey Bethel has been on over the past year, including the conclusion of a successful comprehensive campaign. Martha and Jim then turn to 2023 to explore how Bethel will maintain this positive momentum--both in terms of post-campaign realities for the team and for their donors as well as headwinds that are potentially ahead.

Jan 11, 2023•16 min

Ep7: A Roadmap to Systemic Change (with Florida International University Foundation) (FFW)

In this episode, Marts&Lundy Senior Consultant & Principal Richard Ammons speaks with A. Maia McGill, Senior Executive Director for the Office of Foundation Relations at Florida International University Foundation and Founding Executive Director for FIU Foundation’s Office of Inclusive Philanthropy (FOIP). FOIP was established in 2021 to bring together fundraising professionals, alumni and community partners of diverse backgrounds to advance systemic change. Maia shares insights on how F...

Oct 26, 2022•27 min

Ep6: Elevating an Annual Giving Program to New Heights (with Punahou School)

In this episode, Marts&Lundy Senior Consultant & Principal Sarah Clough speaks with the Director of Annual Giving Kirsten Spilker and Annual Giving Officer Leah Freitas from Punahou School in Hawaii to discuss how they elevated their annual giving program to become more data driven and strategic. Kirsten and Leah share their experiences partnering with Marts&Lundy and the steps they took to improve the results and impact of their annual giving program by articulating their goals, mon...

Oct 18, 2022•26 min

Ep5: How Osler Health is Activating its Commitment to DEI (FFW)

In this episode, Marts&Lundy Consultant Jacklyn Lewis reconnects with Ken Mayhew, President and CEO of Osler Health System Foundation, after interviewing him last year for our report, “Toward Diverse and Inclusive Philanthropy.” Jackie and Ken discuss how the team at Osler have made a long-term commitment to inclusive fundraising. Ken shares valuable lessons for leaders in the industry about how to build inclusive fundraising into goal-setting, hiring, and the importance of meeting donors wh...

Oct 05, 2022•27 min

Ep4: How A.I. Can Increase the Equity of Your Prospecting (FFW)

In this episode, Veronica Vereen, Marts&Lundy Consultant, speaks with Nathan Chappell, Senior Vice President at DonorSearch where he leads the research and development efforts dedicated to leveraging artificial intelligence to help nonprofit organizations harness actionable insights through big data. Nathan navigates us through the ins and outs of AI in the nonprofit world and provides us with a good understanding of how AI can help increase the equity of prospecting and create donor prospec...

Sep 21, 2022•32 min

Ep3: MD + CEO + CDO = Three Perspectives on Grateful Giving

In this episode, Frank Interlichia, Marts&Lundy Senior Consultant & Principal, speaks with David Alexander, MD, Marts&Lundy Of Counsel, who offers a distinct perspective on grateful giving. As a practicing pediatrician, a former children’s hospital president and CEO, and as a former foundation director, David provides a well-rounded understanding of what is needed in order to build meaningful progress toward a sustainable grateful patient and family giving program.

Aug 09, 2022•26 min

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