RICHNER + RICHNER - Key Persons
Job Titles:
- Member of the Canada - Based Team
- Consulting Partner
Alison has extensive experience working with charities on fundraising, campaign and marketing and communications strategy development. Prior to joining Marts&Lundy Canada, Alison was Vice-Principal of External Relations at Greenwood College School, where she founded the office of advancement when the school opened in 2002. Her previous experience also includes Associate Director (Alumni Relations) at the University of Toronto, where she oversaw the University's central alumni office and programs. She began her career at her alma mater, Queen's University, where she was the Associate Editor of the alumni magazine and worked in alumni relations, advancement communications and campaign communications.
Alison sits on the Board of Trustees at Queen's University, where she also serves on the External Relations and Development Committee, the Governance and Nominating Committee and the University Council. She is the recipient of Queen's University's Herbert J. Hamilton Award for service to the university.
She is on the Advisory Committee of the LEAP|Pecault Centre for Social Impact, where Offord Group (which merged with Marts&Lundy in 2015 to become a Marts&Lundy Firm) is a founding sector partner. Alison also provides support for LEAP's revenue development and marketing strategies and works directly on strategy with their portfolio organizations.
Alison is also on the Montcrest School Board. She has previously served on the Foundation Board of the Child Development Institute, as a faculty member of the CAIS Leadership Institute, a member of AFP's D3 event planning committee and Vice-President of the Canadian Council on the Advancement of Education.
Job Titles:
- Marketing & Public Relations Coordinator
Prior to joining Marts&Lundy, Angie served 16 years as the manager of the call center at Martha Jefferson Hospital, a nonprofit hospital located in Charlottesville, Virginia. Angie's work included responsibility for a complex CRM system that served as a valuable resource to the marketing department and to the clinicians who worked with marketing to shape service offerings based on the community's needs. In addition to overseeing the hospital's physician referral, class registration and health information center, Angie assisted the marketing director in the development and implementation of strategic marketing plans. Prior to her work in the marketing department, Angie managed several physician practices, where she was responsible for all aspects of operations. She began her career as a licensed radiologic technologist.
Job Titles:
- Member of the Australia - Based Team
- Principal
- Senior Consultant
As a deeply experienced educator and advancement professional who has worked in both schools and higher education, Ann brings a deep insight of the needs and opportunities at play in successful community engagement and strategic fundraising.
Ann was the Director of College Advancement at Ormond College at the University of Melbourne for eight years. Prior to this, she was Director of Community Relations at Melbourne Grammar School for more than 10 years. In both positions, she was responsible for all advancement areas including fundraising, marketing, communications, archives and alumni relations. She led three successful campaigns during that time.
Before beginning her highly successful career in development, Ann spent 17 years working as a secondary teacher, Head of English, Director of Curriculum, and a lecturer in tertiary education for leading Australian educational institutions.
Anne is deeply committed to professional development as a tool to strengthen advancement practices and grow the talent pool within the region. She was president of both Educate Plus Vic/Tas and Educate Plus Australasia Inc. as well as serving for two years as the chair of the CASE Asia-Pacific Institute (APIEF). Ann presents regularly at conference and training courses for Educate Plus and CASE- particularly on major gifts, campaigns, and bequest programs. Her leadership work in educational philanthropy has been recognised with the Trevor Wigney award from Educate Plus. In 2021 she was made a CASE Laureate.
Job Titles:
- Associate Director of Finance
- Associate Director of Finance / Learn More
- Marts & Lundy in 2020 As a Contracts Administrator
Anna joined Marts&Lundy in 2020 as a contracts administrator. She has now taken on a role as Associate Director of Finance. In this role, Anna will be assisting with day to day financial operations, inclusive of monthly invoicing, account reconciliations and analysis. She will also be assisting with monthly closings and consolidations.
Prior to joining the firm, Anna held numerous roles in higher education including operations, finance and Human Resources.
Job Titles:
- Member of the Canada - Based Team
- Consulting Partner
Job Titles:
- Consultant
- Senior Associate
Job Titles:
- Associate
- Consultant
- Marts & Lundy As an Associate Consultant
Bree joined Marts&Lundy as an associate consultant after serving as the Director of Development for the College of Education and Health Sciences at Bradley University. At Bradley, she helped to advance the mission of the College, raise support of student scholarships, and increase gifts to the College by nearly 40%. Prior to her time at Bradley, Bree served in several roles at Jazz St. Louis, including serving as the Interim Director of Development. In her time at Jazz St. Louis, Bree oversaw annual giving, corporate sponsorships, major gifts, fundraising and outreach events, and board development.
Bree is a lifelong educator. Formerly, she taught middle school at both private and public schools and served as a reading specialist. She now teaches nonprofit administration in the Baucus Institute Department of Public Administration and Policy at University of Montana. She is actively involved with Pi Beta Phi Fraternity for Women, advising the local collegiate chapter, and was named Alumna Volunteer of the Year. Bree is the president of the alumni association for her alma mater, is the Vice President of Grants for Books for STL Kids, a literacy nonprofit, and is Vice President for Professional Advancement for the Central Illinois chapter of AFP. She also serves her city on the Mayor's Advisory Council for Citizens with Disabilities and the Peoria Housing Commission. She earned her Master of Public Administration from the University of Montana with certificates in nonprofit administration and public policy. She also holds a certificate in Inclusive Philanthropy from Florida International University.
Job Titles:
- of Counsel
- Senior Director of Development at the Eli Broad College of Business
Brenda brings over 25 years of experience in advancement, with a particular focus in higher education. Prior to joining Marts&Lundy in 2013, she was Vice President for Development at Rensselaer Polytechnic University (RPI) in Troy, New York. Before RPI, Brenda served as Chief Executive Officer of the Washington State University Foundation, where she led a team that raised more than $500 million in the first three years of a seven-year, $1 billion campaign.
Brenda also has served as Senior Director of Development at the Eli Broad College of Business at Michigan State University, leading a $125 million component of MSU's $1.4 billion campaign; and as Vice President of DePaul University in Chicago, where her tenure was marked by more than tripling annual fundraising results. She also has served in leadership roles at the Morehouse School of Medicine, the National Black Arts Festival in Atlanta, the University Cultural Center Association at Wayne State University, and the Museum of African-American History in Detroit. She also served as counsel to Morehouse College, and as Interim Vice President for the College for a year as they searched for new leadership.
Brenda is an active member of the Association of Fundraising Professionals (AFP) and the Council for Advancement and Support of Education (CASE). She has presented at Association of Governing Boards (AGB) and CASE conferences, and volunteered her skills to nonprofit organizations in Detroit, Lansing, Atlanta, Chicago, and Seattle. Brenda serves on the 2017 conference planning committee for CASE's African American Development Officers Network.
Job Titles:
- Analyst
- Consultant and Senior Data Scientist, Philanthropy Insights & Analytics
- Director of Business Intelligence
- Marts & Lundy As a Consultant
Brian joined Marts&Lundy as a consultant on the Analytical Solutions team in June 2016. His last name rhymes with "give", which is appropriate since he has been working in the fundraising industry since 1999. Throughout his career, Brian has combined his technical ability with his industry knowledge to bring fundraising data to life.
Prior to joining Marts&Lundy, Brian spent more than three years as the lead data analyst for Resource Development at the Massachusetts Institute of Technology, where he provided analyses that helped MIT prepare for the launch of their Campaign for a Better World in 2016.
From 2006 to 2012, Brian became an accomplished analyst and report writer in the Development Office at Massachusetts General Hospital during their Campaign for the Third Century of MGH Medicine. While at Mass General, he established a data analytics team and introduced predictive and descriptive analytics projects that guided strategy for campaign accounting, prospect identification and portfolio management. Brian was an active participant in the creation of policies and best practices for gift-officer metrics. He was also an integral member of the Raiser's Edge systems conversion team.
Brian started his development career as the coordinator for the annual giving telemarketing program at Boston University. After two years in that position, he became an analyst consultant on the development and alumni relations information systems team, where he learned how computer information systems integrate with the daily responsibilities of professionals in our industry.
Brian earned a master's degree in computer information systems and a bachelor's degree in chemistry and Middle Eastern studies, both from Boston University.
Job Titles:
- Consulting Partner
- Marts & Lundy As a Consulting Partner
Britt joined Marts&Lundy as a Consulting Partner in 2023. In her nearly 30-year career in philanthropy, she has spent her time building relationships, working in teams, surpassing fundraising goals, and managing complex administrative environments. Britt draws on a range of professional experiences from across the sector thanks to 10 years of consulting, including independent schools, arts and culture, healthcare, historic preservation, animal welfare, and conservation. This experience has afforded her a unique perspective on private philanthropy as well as a wealth of ideas and strategies for leading colleagues and volunteers alike to new levels of success.
Currently serving as the Director of Philanthropy at The Nature Conservancy in Tennessee, Britt also served as the Director of Development and Communications at The Land Trust for Tennessee, the Associate Director of Development and Donor Relations at the National Trust for Historic Preservation, and the Director of Development at George Mason University. She understands the mechanics of a strong development function, the importance of planning and capacity building and how to take fundraising strategies forward to implementation, and knows how to build long-term, meaningful relationships with donors and partners and how to steward those relationships and investments.
A native of Nashville, Britt earned a bachelor of science in marketing from Western Kentucky University and a master of science in international economics from the University of Kentucky. She also holds a fundraising specialist certificate from The George Washington University.
Drawing on more than 30 years of experience, Cedric Richner counsels nonprofit organizations to reach their fund development programming and overall strategic goals. He has deep expertise in managing organizational change, prospective major donor strategy and building sustainable fundraising cultures.
Richner was Co-founder and President of Richner + Richner, a national fundraising consulting firm with a dedicated practice focused on Aging Services organizations. During his 22 years with the firm, he consulted with many of the largest single and multi-site continuing care retirement communities in the United States.
Cedric is actively involved with The Giving Institute, where he serves as an at-large member of the Executive Committee of the Board of Directors. He previously served as the Secretary of the Board of Directors, Vice-chair of the Program & Education Committee and Co-chair of the 2017 Summer Symposium which convened in Detroit, Michigan.
Among other volunteer leadership roles, Cedric is an at-large member of the Executive Committee of the Board of Directors of the Little Traverse Conservancy.
A frequent conference presenter at LeadingAge, the international association of non-profit aging services organizations, Cedric is a Certified Fund Raising Executive (CFRE).
Christine is the Chief Advancement Officer, Miss Porter's School where she is a member of the school's senior leadership team. She is responsible for all fundraising and alumni engagement activities and she has more than 25 years of experience in education administration.
Christine's career in higher education began at Dartmouth College where she was an associate director of admission and director of student of color recruitment. After studying Administration, Planning and Social Policy at the Harvard Graduate School of Education she transitioned to educational fundraising and has held leadership roles in advancement at The Madeira School, her boarding school alma mater St. Paul's School, her college alma mater, Wesleyan University, and the University of Hartford. In 2016, Christine joined Miss Porter's where she leads a team of 14 advancement professionals.
Christine earned an Ed.M. from the Harvard Graduate School of Education (HGSE) and a B.A. from Wesleyan University. She has been a trustee of the Council for Advancement and Support of Education and formerly chaired the CASE Commission on Philanthropy. She was a trustee of the Barbara Bush Foundation for Family Literacy where she served as vice chair of the board and chaired that board's Development Committee. She has also served as a trustee of Wesleyan University and South Kent School, where she led the successful search for that school's 10th Head of School. She is a former chair of the Harvard Graduate School of Education Alumni Council and served as an appointed director of the Harvard Alumni Association. She holds membership in Jack and Jill of America, The Links, Incorporated, and is a member of St. James's Episcopal Church, West Hartford, Connecticut. She lives on the Miss Porter's School campus with her husband, and their son is a college student.
Chris joined Marts&Lundy in 2016, and currently the owner of Chris Vlahos Alumni Engagement Consulting, Inc., a global alumni consulting organization. He has worked in executive alumni relations management since 2001, and is a global traveler, speaker and industry evangelist. He works with clients through the lens of purposeful alumni engagement - a metrics-based approach to institutional advancement through insight, strategy, and experience.
Chris is the author of more than 20 articles, most notably his work on the linkage between alumni engagement and fundraising. He has assisted more than 75 colleges, universities, schools, health science institutions, Greek letter organizations and non-profit groups in North America, the U.K., Singapore and Australia in the areas of alumni engagement-based organizational architecture, strategic planning, brand development, volunteer board alignment, marketing research, membership strategies and executive coaching.
He served as Associate Vice President of Alumni Relations at Case Western Reserve University, as President and Executive Director of the University of Arizona Alumni Association, as Executive Director for the Thunderbird School of Global Management Alumni Association, and as Vice President of Membership & Marketing at the Ohio State University Alumni Association.
Chris began his alumni relations career as Vice President of Membership & Marketing at The Ohio State University Alumni Association following a 20-year career in the field of marketing communications. He is a founding member of the Council for Alumni Membership & Marketing Professionals (CAMMP) and has been a member of the Council of Alumni Association Executives (CAAE) and the Association of Private College and University Alumni Directors (PCUAD).
Chris has also maintained a long affiliation with the Council for the Advancement and Support of Education (CASE). Chris has served CASE as a faculty member in the U.S., Asia and the U.K.; as a two-time chair of the Summer Institute on Alumni Relations; and as a member of the CASE Commission on Alumni Relations. He has been recognized as a CASE Laureate; as a recipient of the CASE Crystal Apple award; and named as "One of 15 Alumni Relations Leaders You Should Follow on LinkedIn."
Job Titles:
- Director of Client Relations
- Director of Client Relations / Learn More
Christy joined Marts&Lundy as Director of Client Relations in 2020 bringing over a dozen years of experience of handling all aspects of client relations. She has extensive knowledge of client intake, proposals, sales support, client-facing interaction and project management. Prior to joining Marts&Lundy, Christy was employed as the Vice President of Operations and Client Services with The Compass Group, Inc., a Virginia based fundraising consulting firm. Christy started her career working for the National Marrow Donor Program where she designed and implemented effective donor relations and stewardship programs that were executed by over 30 state programs and recruited thousands of volunteers to the registry for marrow donors. Christy identified, qualified and cultivated prospects; successfully solicited annual and in-kind gifts; managed all aspects for special events; and worked extensively with board members and other volunteers.
Job Titles:
- Member of the Australia - Based Team
- Principal
- Senior Consultant
Job Titles:
- Independent Director
- Chief Financial Officer of Aquifer, Inc
- Independent Director / Learn More
Craig has more than 30 years of operational leadership experience in a variety of technology-based firms. He has a varied and extensive background in finance, software development, new product development, consumer and professional services, and manufacturing. Craig has been a co-principal investigator on SBIR research programs and has published on product development risk management, all while serving as President at Product Genesis, an award-winning design and engineering consulting firm.
Craig currently serves as Chief Financial Officer of Aquifer, Inc., a mission-based nonprofit provider of e-learning curriculum and assessment to health professions programs. In addition to being an independent director and finance committee chair at Marts&Lundy, he is an Advisory Board Member at Veryst Engineering, LLC, a consulting engineering firm specializing in Multiphysics simulation at the interface of technology and manufacturing.
Craig received his B.S. from MIT (Massachusetts Institute of Technology) and his M.B.A. from UCLA (University of California, Los Angeles) Anderson School of Management.
David joined Marts&Lundy in 2022 as consulting partner after retiring as Associate Vice President and COO of Resource Development at the Massachusetts Institute of Technology, where he led overall development operations and oversaw MIT's successful $6 Billion Campaign for a Better World. Under his leadership, the team surpassed $500M in philanthropic commitments for eight consecutive years and has been positioned for sustained growth post-campaign.
Prior to this post, he held the position of Executive Director and COO of Development at Massachusetts General Hospital where he oversaw the $1.5 billion Campaign for the Third Century of MGH Medicine. David also served as Dean for Resource Development and Chief Development Officer at the Harvard T.H. Chan School of Public Health where he expanded annual fundraising results from all sources and advanced the School's global mission and impact.
David is a passionate champion for nonprofits with first-hand experience in principal and major gift fundraising, corporate giving, and foundation philanthropy. He is also keenly committed to fostering organizational development, managing and mentoring talent, planning and executing strategy, and building sustainable business operations. David recently served as president of the Massachusetts Chapter of the Association of Fundraising Professionals and continues to serve on the Chapter's Board. He enjoys teaching Fundraising Fundamentals to fellow professionals and academic faculty alike who are eager to learn best practices in philanthropy. David is a Certified Fundraising Executive (CFRE) and frequent presenter at industry conferences.
David's career as a pediatrician and advocate for children spans more than three decades. He is currently President of Leading for Kids, which was established in 2018 with initial funding from the Lucile Packard Foundation for Children's Health with the mission to create a society that puts children first. David joined Marts&Lundy as an Of Counsel member in 2018.
From 2007 to 2018, David served as President and CEO of the Lucile Packard Foundation for Children's Health, where his many accomplishments included leading the Foundation's fundraising efforts, resulting in more than $800 million raised during his tenure. David also worked to actively engage clinical staff and board members in philanthropy and personally led solicitation efforts resulting in several transformational gifts.
David served as President for Devos Children's Hospital in Grand Rapids, Michigan from 2002 to 2005, directing all aspects of operations including strategic planning, clinical quality, physician alignment and community relations.
For nine years, David was Medical Director and Administrator at Blank Children's Hospital in Des Moines, Iowa. Prior to Blank Children's, he served as Medical Director and Assistant Professor of Pediatrics at Children's Hospital of Philadelphia from 1988 to 1993.
From 1984 to 1988, David served as Assistant Professor of Pediatrics and Director of Inpatient Pediatrics at Thomas Jefferson University, where, in 1987, he was named "Pediatric Faculty Member of the Year."
He has served on numerous boards including The Woodmark Group Board of Directors and Stanford Child Health Research Institute Board of Directors, serving on both from 2010 to 2018. He sits on four editorial boards related to pediatric medicine and is, himself, a published author.
Job Titles:
- Marts & Lundy As a Senior Consultant
- Senior Consultant & Principal / Leader, Higher Education Practice
Don joined Marts&Lundy as a Senior Consultant in 2000 bringing nearly 20 years of fundraising experience in higher education to the firm. Don served as President & CEO of Marts&Lundy from 2006 to 2016. He is the Leader of our Higher Education practice, which he also led from 2016 to 2019. Prior to joining Marts&Lundy, Don served as Director of Development at the University of San Diego and, from 1985 to 1990, he was Associate Director of Development at the Stanford Business School where he was responsible for seeking major gifts in support of Stanford's $1.1 billion Centennial Campaign.
As a member of Association of Fundraising Professionals (AFP) and the Council for Advancement and Support of Education (CASE), he has served on the Board of Directors of CASE District VII, the CASE Industry Advisory Board and the Board of Directors of the San Diego Chapter of AFP.
Don has been active in the San Diego community as a volunteer board member of the Century Club of San Diego, Westview High School Foundation, and the Rancho Family YMCA, and as a member of the Advisory Board of the Young Non-Profit Professionals Network (YNPN). He has served as a director of The Giving Institute and the Giving USA Foundation.
Job Titles:
- Associate Consultant, Philanthropy Insights & Analytics
- Marts & Lundy in 2023 As an Associate Consultant
Dotty joined Marts&Lundy in 2023 as an Associate Consultant on the firm's Philanthropy Insights and Analytics team. Dotty most recently worked with the Strategic Analysis team at EAB, an education consulting group headquartered in Washington, D.C., where she specialized in the evaluation of marketing campaign performance, elevation of growth opportunities, and prospect identification. Prior to her experience in education consulting, Dotty held various analytics roles ranging from the nonprofit sector to the financial services industry.
Dotty received her B.A. in Quantitative Social Science from Swarthmore College, where she focused on data analytics and education policy.
Job Titles:
- President & Chief Executive Officer / Senior Consultant & Principal
- President and Chief Executive Officer of Marts & Lundy
Douglas G. Stewart is President and Chief Executive Officer of Marts&Lundy. As a consultant he provides strategic and management advice with a special focus on large and complex institutions, especially research universities and academic health sciences centers. His work includes development program assessments, ongoing counsel for campaign planning and execution and consulting on structure and organizational change. Doug also works extensively with institutional and academic leaders, volunteers and staff to increase their effectiveness in their development roles. He led the Firm's Health Sciences Practice from 2009 through 2016 and served as Chairman of the Board from 2017 to 2023.
Prior to joining the Firm in 2009, Doug was Associate Vice President for Medical Development and Alumni Affairs at Stanford University. As such he was the chief development officer for the Stanford School of Medicine and Stanford Hospital & Clinics and part of the leadership team for Stanford's $6.2 billion comprehensive campaign. Previously Doug spent 10 years at the University of California, San Francisco, as director of the $1.4 billion Campaign for UCSF and as vice president of the UCSF Foundation.
Over the past 25 years, Doug has become well known as a speaker, training more than 8,000 institutional leaders, faculty members and staff in the principles and practice of philanthropy. He has chaired more than 35 "Development for Deans" conferences for the Council for Advancement and Support of Education (CASE) and has conducted development training programs for dozens of organizations throughout the U.S. and Canada.
Job Titles:
- Member of the Australia - Based Team
- Senior Consultant & Principal / Director of Business Operations, Australia
- Senior Consultant & Principal Director of Business Operations, Australia / Representative Clients
Job Titles:
- CASE Member
- Consulting Partner
Emilie has spent nearly 25 years as an advancement professional in social service and environment-focused non-profits, with the last 15 years being in independent schools. She currently serves as Vice President for Institutional Advancement at The Westminster Schools in Atlanta, GA, and is responsible for leading development and communications operations at one of the country's largest independent day schools. In her role, Emilie has successfully merged the School's development and communications teams and streamlined processes and systems to create a strategic, performance-driven operation. From leadership development and talent management to guiding and enhancing every aspect of advancement operations, Emilie has led successful fundraising outcomes for multiple non-profit institutions, with collective fundraising of over $350 million. At Westminster, her team has won multiple CASE Circle of Excellence awards, for both outstanding work in communications and fundraising initiatives.
Prior to Westminster, Emilie served as Director of Advancement at Trinity School and as Director of Development for Yellowstone National Park.
Emilie is an active CASE member and frequent CASE speaker, and received a CASE Crystal Apple award for teaching excellence in 2023. She serves as Chair for the CASE U.S./Canada Council, and is former Chair of CASE's Independent Schools Leadership Group (ISLG), a consortium of the country's top performing chief advancement officers. She also served on the faculty of CASE's Summer Institute for Independent Schools for six years. When she is not focused on helping donors realize their philanthropic goals, she is passionate about spending time with her family, travel, reading, yoga, and cycling to nowhere on her Peloton.
Erin joined Marts&Lundy in 2021, bringing her passion for donor-driven philanthropy and significant experience managing campaigns and major gifts initiatives for independent schools and nonprofits. As director of advancement for San Francisco Day School in California, Erin is responsible for leading the school's strategic development and communications operations. In her tenure, Erin has streamlined the school's fundraising, special events and communications efforts to deepen volunteer and donor engagement, build capacity for large-scale fundraising, and demonstrate the impact of giving. Nearly two decades in the making, Erin successfully launched and completed the school's largest capital campaign bringing donors from every generation of the school together to create an arts and innovation center. Dedicated to storytelling and mission, Erin has also guided the successful re-branding of her past two schools and crafted strategic, mission-aligned fundraising programs to significantly grow philanthropic support.
Prior to San Francisco Day School, Erin served as director of development for Phillips Brooks School in Menlo Park, California, and as senior associate director of advancement at Washington International School in Washington, DC.
Erin is actively engaged in her own alma mater, St. Andrew's Episcopal School in Potomac, Maryland, where she served as president of the alumni association and trustee for over 10 years. She also serves as trustee for her family's foundation where she continues to develop her passion for realizing multi-generational philanthropic goals. Outside of work, Erin enjoys cooking with family and friends, exploring the outdoors and traveling.
Job Titles:
- of Counsel
- Marts & Lundy As of Counsel
Gene joined Marts&Lundy as Of Counsel in 2017 after more than 27 years at Children's Healthcare of Atlanta - 25 of those years as President of Children's Healthcare of Atlanta Foundation. He served as the Foundation's Senior Development Advisor to the new President during his last year to promote a smooth transition. Gene brings with him significant experience in board governance, leadership succession planning, coaching executive and senior leadership, campaign planning and implementation and marketing and public relations.
Gene joined Children's in 1989 as President of the Scottish Rite Children's Medical Center Foundation and led the Foundation until the merger of Scottish Rite Children's Medical Center and Egleston Children's Hospital in 1998. At that time, he was elected the first president of the new Children's Healthcare of Atlanta Foundation. He then led the Children's Foundation for 17 years through the implementation of a highly effective succession plan until his departure in 2017.
Gene served as an active member of the Woodmark Group, a coalition of 26 major children's hospitals across North America and was its Chair from 2012 to 2014. He also has 18 additional years of experience in estate and trust administration working with the development and execution of planned and current gifts.
With Marts&Lundy since 2014, Fiona brings 18 years of experience in leading fundraising efforts for highly respected organisations in the United Kingdom. Before joining Marts&Lundy, she had served five years as the Director of Development and Alumni Relations at the London School of Economics. There she was responsible for a team of London-based staff covering major gifts, annual fund, alumni relations, finance, database, prospect research, ethical screenings, stewardship and development communications. In addition, she managed a team based in New York focused on alumni relations and development activities in North America.
From 2003 to 2009, Fiona was Director of Development and Alumni Relations for Imperial College London, where she established a professional, centralised fundraising function within the Office of Alumni and Development. For two years prior to joining Imperial College, Fiona was Development Director at English Heritage, where she established a professional fundraising function and led the start of the Stonehenge capital campaign. Prior to that, she led the development function at The Science Museum, where she led and completed the successful fundraising campaign for the Wellcome Wing and was responsible for coordinating the fundraising functions at the two sister museums in York and Bradford.
Fiona was a Trustee at CASE Europe for a three-year term and continues to be actively involved with CASE activities. She was a long-term Governor and Director of Goodenough College and a member of their Development Advisory Board and is currently a Trustee of Historic England Foundation.
Job Titles:
- Chief Operating Officer
- Principal
- Senior Consultant
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- Cancer Research Center / Kappa Delta Foundation / Lausanne Collegiate School
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- Consultant
- Member of the Canada - Based Team
- Consultant / Learn More
- Marts & Lundy Consultant
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- Director of Information Technology / Learn More
Job Titles:
- Member of the Canada - Based Team
- Consulting Partner
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- Senior Consultant & Principal / Leader, Schools Practice
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- Associate
- Consultant
- Member of the Australia - Based Team
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- President and CEO of Osler Health System Foundation
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- Associate
- Consultant
- Member of the Canada - Based Team
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- Associate Director of Client Relations
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- Senior Administrator, Payroll & Human Resources
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- Director of Marketing & Public Relations
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- Senior Manager of Consultant Operations / Corporate Secretary
Job Titles:
- Consulting Partner, Inclusive Philanthropy
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- Independent Director / Learn More
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- Member of the Canada - Based Team
- Consultant / Learn More
- Consultant / Representative Clients
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- Senior Consultant & Principal / Leader, Healthcare Practice
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- Principal
- Senior Consultant
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- Director of Finance / Learn More
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- Contracts Administrator / Learn More
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- Member of the Canada - Based Team
- of Counsel
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- Principal
- Senior Consultant
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- Member of the Australia - Based Team
- Consulting Partner
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- Senior Vice President & Chief Financial Officer / Learn More
Bob has spent his entire career leading colleges and universities in maximizing their fundraising and public outreach. He has represented some of America's important public and private institutions during pivotal periods in their history. He leverages vision, strong leadership and generating significant private resources into a narrative for increasing prominence. Among those served are the University of Virginia, the University of North Carolina at Chapel Hill, the University of Richmond and Loyola University. He served at the vice president level for 33 years.
As UVA's Senior Vice President for University Advancement, Bob was the architect of two of the largest campaigns in the history of public higher education. In 2000, he led a remarkable team to a $1.43 billion campaign success. At the time, it was the largest amount ever raised by a public university. In 2013, his team completed a $3 billion fundraising effort that placed the University of Virginia within an elite group of institutions having completed campaigns of $3 billion or more. During his tenure at UVA, Bob orchestrated funding exceeding $5 billion.
He is a recipient of The Thomas Jefferson Award, the University of Virginia's highest honor for life-time service to the University and, upon retirement, was named as the University's first Senior Vice President for Advancement, Emeritus. He is also the recipient of the Outstanding Service Award from the Serpentine Society for his commitment to creating a more positive and welcoming environment for the LGBT community at UVA.
On June 30, 2016, Bob retired after 25 years as Senior Vice President. He served an additional year as Senior Philanthropic Advisor to President Theresa Sullivan, culminating when she announced her retirement.
Bob serves on the Board of Directors of the Charlottesville Area Community Foundation and The Better Angels Society, the philanthropic arm for documentarian Ken Burns. His past service includes the Boards of Trustees of St. Joseph Hospital (Towson, MD), his alma mater Niagara University (where he received an honorary doctorate in 2006), and several University of Virginia related foundations including the Virginia Health Foundation, the Virginia Athletics Foundation, and the University of Virginia Foundation. He is a member of Alpha Sigma Nu, the Jesuit Honor Society recognizing his contributions to Jesuit education while leading Loyola University in Maryland.
Job Titles:
- Vice President for Philanthropy Insights & Analytics / Senior Consultant & Principal
Job Titles:
- of Counsel
- Principal
- Senior Consultant