OFFORD - Key Persons
Alec joined Marts&Lundy in 2021 as an Associate Consultant in the firm's Healthcare Practice. He brings over eight years of experience in fundraising with a specialty in Annual Giving, direct response solicitations and phonathon. Prior to joining the firm, Alec served as the Associate Director of Annual Giving at the University of Delaware.
Prior to the University of Delaware, Alec served as the Assistant Director of Annual Giving at Regis University. He participated in the combining of the Annual Giving and Alumni Engagement offices. He was also responsible for launching giving days and more than doubled total dollars raised between the first and second years. Alec began his fundraising career as a Program Center Manager with Ruffalo Noel Levitz.
Alec received his B.A. in psychology at Colorado State University in Fort Collins. In his free time, he volunteers with his local fire department and works as an EMT.
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:
- Consultant / Director of Business Intelligence
- Consultant / Director of Business Intelligence / Learn More
Alison joined Marts & Lundy with primary responsibility for research and development within the firm's Analytical Solutions Group. Alison's experience, combined with her technical aptitude and critical thinking, further strengthens our ability to provide innovative solutions to our clients, and to contribute best practices to the philanthropy profession.
In her previous role as the Data Analytics Specialist at Loyola University Chicago, Alison served as the in-house expert for predictive modeling and data visualization. She partnered with IT to develop a data mart which provided direct access to fundraising data for dashboards that she built for executive leadership and each department within Advancement. She has also trained practitioners in the use of predictive models and data visualizations. Prior to her role as an Analytics Specialist, Alison was a Prospect Management and Research Analyst and member of APRA-IL's Social Media & Marketing Committee.
Before entering the fundraising field, Alison received her master's degree in Political Science from Northwestern University and worked in a variety of social science research environments including collecting survey data on local public policy issues, cataloging and archiving video footage for C-SPAN, and providing research for events aimed at promoting civic engagement.
Job Titles:
- Marketing & Public Relations Coordinator
Job Titles:
- Member of the Australia - Based Team
- Principal
- Senior Consultant
Ann joined Marts&Lundy as our first Asia-Pacific based senior consultant in April 2013. As an 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 community engagement and successful 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, 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 and higher education teacher, curriculum director, lecturer in education. and, finally, as a communications director for leading educational institutions in Melbourne.
She has been deeply committed to professional development in the region and was president of both Educate Plus Vic/Tas and Educate Plus Australasia Inc. as well as serving as the inaugural chair of the CASE Asia-Pacific Institute (APIEF) in 2009. Ann is in demand as a conference leader, running workshops, seminars, training courses, and doing major presentations for both Educate Plus and CASE - particularly on major gifts fundraising, running successful campaigns, and bequest programs.
Ann has been awarded both the Trevor Wigney Award, Educate Plus Australasia's highest recognition for outstanding leadership and achievement in development, and the Peter Crook Award, the Victorian Chapter's award for outstanding contribution to development.
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:
- Senior Affiliate Consultant, Communications
With 35 years of experience in Chicago's nonprofit sector as both a fundraiser and grant-maker, Anne has particular expertise in philanthropic brand development, communications and publications.
As a professional writer, she has created annual reports, campaign case statements, newsletters, brochures, solicitation appeals and commemorative books. She has extensive experience in website messaging and writing. Utilizing her background in creative writing, Anne is able to advance the brand and market positioning of clients in unique, engaging and compelling ways.
She has worked with such prominent Chicago institutions as Lincoln Park Zoo, Shedd Aquarium, the Morton Arboretum, the Robert R. McCormick Tribune Foundation, the Chicago Mercantile Exchange Trust, and McCormick Theological Seminary.
Prior to launching her consulting business, Anne most recently served as Vice President of Development & Communications for Heartland Alliance for Human Needs and Human Rights, one of Chicago's largest and most respected social justice organizations..
Anne is a published poet, mother and wife, avid reader, homework queen, dog walker, and gardener - and is exceptionally good at multi-tasking. She gets to the gym only occasionally.
Avon is a distinguished fundraising professional with more than 25 years of experience in the field.
Avon came to Marts&Lundy from the University of Toronto, where she spent 12 years as a pivotal strategist behind the $1 billion Great Minds campaign - at the time, the largest campaign in Canadian history. Avon offers vast expertise in prospect management, major giving, international philanthropy and annual and planned giving. She can also navigate the complexities of large institutions, having helped steer more than 25 faculties and divisions of the University of Toronto towards a common fundraising goal.
Prior to joining the University of Toronto, Avon spent several years coordinating fundraising and sponsorship at Harbourfront Centre, seeking private and public funds for theatre festivals, children's programming, dance series, films and music festivals. Avon has been involved as a volunteer in the arts and nonprofit sectors and currently serves on the investment committee for LEAP.
Bobie became a Marts&Lundy firm member in 2019 when we merged with Richner + Richner - a leading fundraising consulting firm in the aging services sector - where she served as a consulting analyst. She brings over 17 years of experience in nonprofit management and fund development to client engagements, as well as expertise in annual giving, stewardship, campaign management, donor communications, major gifts, and strategic fundraising planning.
Prior to Richner + Richner, Bobie spent nearly ten years at Presbyterian Villages of Michigan Foundation, serving most recently as the Director of Annual Giving and Campaign Management and helping to raise nearly $31 million for older adults. Her previous experience also includes work as an education and program coordinator at SmithBucklin Corporation in Chicago, where she partnered with client associations to deliver educational content to members. Additionally, she held a project management role at Loyola University Chicago's former Center for Information Management & Technology.
Bobie is actively involved with the Association of Fundraising Professionals (AFP) Greater Detroit Chapter, and previously served on its Board of Directors from 2017-2020 as well as Program Committee chair for several years. She has also served on the Editorial Review Board for Giving USA 2020 and 2021. Bobie holds two bachelor's degrees from Loyola University Chicago and a Certificate in Nonprofit Management from the University of Illinois at Chicago.
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 percent. 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 in 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 also serves as the president of the alumni association for her alma mater, is on the grants committee of Books for STL Kids, a literacy nonprofit, and is a director-at-large for the Central Illinois chapter of AFP. She earned her Master of Public Administration from the University of Montana with certificates in nonprofit administration and public policy.
Job Titles:
- Marketing & Public Relations Coordinator
Brenda is a 2009 graduate of the Frank Zarb School of Business at Hofstra University with a major in Legal Studies and a minor in Information Technology. Prior to joining Marts&Lundy she worked at the Long Island Hispanic Chamber of Commerce and Noticia Long Island Media Press Corp.
Brenda served as a Senior Consultant and Principal at Marts & Lundy for nearly seven years before moving to Of Counsel. Prior to joining the firm, she was Vice President for Development at Rensselaer Polytechnic University in Troy, New York. Before RPI, Brenda served as Chief Executive Officer of the Washington State University Foundation in Pullman, Washington, where she led a team that raised more than $500 million in the first three years of a seven-year, $1 billion campaign.
Over the course of her 20-plus years in advancement, Brenda 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 and the Museum of African-American History in Detroit.
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, and Chicago. Brenda serves on the 2017 conference planning committee for CASE's African American Development Officers Network.
Job Titles:
- Analyst
- Consultant, Analytical Solutions
- Consultant, Analytical Solutions / Representative Clients
- 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:
- Senior Consultant & Principal, Analytical Solutions
Job Titles:
- Senior Consultant
- Senior Consultant / Learn More
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).
Charlie is regularly invited to speak on topics including strategic communications, social media engagement, building a culture of philanthropy, and crisis communications. An active public speaker and volunteer, Charlie has co-chaired the Council for the Advancement and Support of Education (CASE) annual Campaigns Workshop and served on the CASE Commission on Communications and Marketing. He serves on the Public Relations Society of America's Counselors to Higher Education executive committee.
He previously led the News & Information office at the University of Maryland, Baltimore County (UMBC). He began his career at ProfNet, a subsidiary of PR Newswire.
Job Titles:
- Affiliate, Alumni Relations / Learn More
Chris joined Marts & Lundy in 2016. Chris has worked in executive alumni relations management since 2001, and is a global traveler, speaker and industry advocate. He works with clients through the lens of purposeful alumni engagement - a metrics-based approach to institutional advancement through insight, strategy and experience.
Job Titles:
- Director of Client Relations
- Director of Client Relations / Learn More
- Marts & Lundy As Director of Client Relations
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
- Adjunct Professor in Practice
- Marts & Lundy As a Senior Consultant
Clare joined Marts & Lundy as a Senior Consultant in 2016, bringing to the firm more than 25 years of external relations and fundraising experience in education.
Clare is Adjunct Professor in Practice in Philawnthropy at the University of Queensland (UQ). She served as the inaugural Pro-Vice-Chancellor (Advancement) for the University from 2009 to 2016. During her tenure, the cumulative impact of philanthropy on the University was $235 million - from less than $8 million annually in 2010 to $65 million in 2015.
Prior to UQ Clare served the University of Melbourne for 13 years - including 10 years as Director of Advancement with Trinity College, where she led a successful $30 million capital campaign. She also served three years at Melbourne Business School, where she established the School's first endowed Chair and Scholarship program.
Clare has led the Australian sector through chairing the Go8 Chief Advancement Officers group, which has brought benchmarking in fundraising to the university sector. She has contributed to the development of policy in higher education and international education, and helped shape training courses in order to strengthen the talent pool for Australia and the region.
She is a Board member of the Australian Youth Orchestra and Janet Clarke Hall University of Melbourne.
In October 2016, Clare received a Distinguished Alumni Award from LaTrobe University in recognition of her leadership in educational philanthropy.
Dan was the architect of the groundbreaking Penn State annual giving program in the 1990s. He also worked for the American Heart Association in Wisconsin and California and as an executive campaign director for CCS, a national consulting firm.
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.
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 joined Marts&Lundy in 2021 after an accomplished career in development and nonprofit management spanning 33 years in the higher education, healthcare and social services sectors. His specialties include international relations, higher education advancement and partnership development.
As the Assistant Vice Chancellor for International Relations at the University of California, Berkeley from 2010 to 2020, David led Berkeley's fundraising and alumni relations programs. International fundraising contributed some $450M over this period, largely from principal gifts for research, faculty and student support, capital and other special projects. His team also oversaw the management and support of Berkeley's international alumni network, including clubs in 41 countries. David served on the central development leadership team during the public portion of the $3B Campaign for Berkeley and the quiet phase of the $6B Light the Way Campaign. He was also actively involved in the campus's other international activities ranging from executive education and student recruitment to institutional research and industry collaborations, and investments in VC funds.
Prior to Berkeley, David led development teams at the University of Alberta, University of Toronto, IWK Health Centre for Children and Women and the Canadian National Institute for the Blind. He was a founding member of the Canadian Association of Gift Planners (Edmonton Chapter) and has presented at numerous conferences, including serving as co-Chair of the 2020 CASE Conference on International Advancement.
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:
- of Counsel
- NYU in 1990 As Director of Development
Debra joined us as Of Counsel with nearly 30 years of experience in the higher education sector and significant knowledge of the New York market. She is Special Advisor to the President at New York University and served as Senior Vice President for University Development and Alumni Relations at NYU from 2001 to 2017.
In fall 2013, Debra and then NYU President John Sexton launched the "Momentum Campaign" with the ambitious goal to raise $1 billion by 2017, exclusively dedicated to generating scholarships. Debra oversaw NYU's $2.5 billion comprehensive campaign, which ended in August 2008 as the largest completed campaign in the history of education at that time-raising $3.1 billion.
Debra first joined NYU in 1990 as Director of Development and Alumni Relations at the NYU School of Law. In 1991, she was promoted to Senior Director of Development. For nine years she served as Associate Dean of External Affairs, during which the Law School completed a $185 million campaign-at that time, the largest campaign in the history of legal education.
From 1984-1989, Debra served as Chief Executive Officer and Chairman of the Board of Computer Doctor Inc. She practiced law in Cincinnati, Ohio, from 1979 to 1984.
Job Titles:
- Principal
- Senior Consultant
- Marts & Lundy As a Senior Consultant
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, and he led our Higher Education practice 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:
- Chairman of the Board
- Principal
- Senior Consultant
- Chairman of the Board of Marts & Lundy
Douglas G. Stewart is Chairman of the Board 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.
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
- Fellow of Educate Plus
- Senior Consultant & Principal / Director of Business Operations, Australia
- Senior Consultant & Principal Director of Business Operations, Australia / Representative Clients
Dr. Alan Watkinson has worked in education for his entire career and was Head of the English Faculty at Scotch College in Melbourne for 17 years.
Alan has been Director of Development and Advancement at Scotch College, Trinity College at the University of Melbourne and at the Melbourne Business School. In 2013, he was appointed as Director of Alumni and Advancement at La Trobe University where he built the team from 11 people to a total of 25. He became Chief Advancement Officer in June 2016 and in this role he worked closely with the Vice Chancellor in leading the Campaign for La Trobe - Make the Difference. The target for the University's first-ever comprehensive campaign was $50 million over five years, a target which was exceeded within three years.
Alan is a former Chairman of Educate Plus and has presented widely on advancement issues throughout Australia and internationally for more than a decade. He has been a regular presenter at CASE conferences and has taught at the CASE Institute for educational fundraisers in Australia.
He has a particular interest in campaigns and major gifts, but also had deep involvement in the annual giving programs of his institutions, bequest programs and stewardship, as well as integrating alumni relations into a comprehensive advancement office.
Alan is a Fellow of Educate Plus, and in 2010 was the recipient of both the Trevor Wigney Award and the Peter Crook Award for services to educational advancement in Australasia.
Job Titles:
- Consultant
- Senior Associate
Job Titles:
- Director of People & Culture
Eric joined Marts&Lundy in 2022, bringing more than 25 years of experience in HR strategy, culture change and organizational design at nonprofit, mission-driven organizations. From 2006-2021, he provided strategic and operational HR and people-related guidance to a variety of clients across a full range of functional areas. Most recently, as Senior Director of HR at Educational Testing Service, Eric led HR for 1700 employees, ensuring that staff were in the right roles with the right skills, tools, training and leadership support to be successful. Throughout his career, Eric has focused on ensuring that all employees, from senior leadership to front-line workers, have a voice within the organization and support from HR.
Supplementing his M.A., Eric has a certificate in Organizational and Systems Development from the Gestalt Institute of Cleveland. When not working, Eric spends time with his wife and two daughters. In his spare time he enjoys running, reading, music and fruitlessly rooting for Philadelphia sport teams.
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 26 years at Children's Healthcare of Atlanta - 25 of those years as President of Children's Healthcare of Atlanta Foundation. He most recently served as the Foundation's Senior Development Advisor. Gene brings with him significant experience in board governance, 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 in 2015.
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 2012-2014. 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:
- Associate
- Consultant
- Marts & Lundy in 2021 As an Associate Consultant
Francesca joined Marts&Lundy in 2021 as an Associate Consultant in the firm's Healthcare Practice. She formerly supported all aspects of foundation fundraising activity and strategy at The Metropolitan Museum of Art. Francesca previously served at Dana-Farber Cancer Institute, where she developed expertise in institutional giving, stewardship, prospect research, and development operations, among other areas of advancement. She began her fundraising career at the New England Conservatory of Music.
Francesca received her B.A. in art history from Wesleyan University. She participates in Wesleyan's Cardinals Helping Cardinals initiative, offering mentorship to recent graduates interested in pursuing careers in advancement.
Job Titles:
- Principal
- Senior Consultant
Frank joined Marts & Lundy in early 2017 with more than 30 years of experience building and leading successful healthcare, college and university development programs. He has great depth of experience in programs across the higher education and academic medical center spectrum, including strategic planning, annual giving, major gifts, principal gifts, case development, prospect strategy and management, gift officer management and metrics, grateful patient fundraising and guiding the complex interplay of relationships between academic leaders, development staff and donors.
A firm believer in the power of collaboration and partnership - particularly between unit-based and central development staffs - Frank guided University of Rochester Medical Center (URMC) Advancement to great success after being named Senior Associate Vice President and Chief Advancement Officer in 2011. Within the context of the University's highly successful $1.37 billion comprehensive campaign, Frank led URMC fundraising to exceed its $650 million campaign goal with nearly $700 million raised.
Frank joined URMC in 1999 and served as a senior director and later associate vice president for development. In 2007, he moved to a University-wide role and launched a new Regional Advancement Program. This very successful effort expanded the university's presence in key cities across the country and broadened the major gift prospect pool.
Prior to joining the University of Rochester, Frank held positions in communications and development at Chicago's LaRabida Children's Hospital, St. Margaret's Hospital for Women in Boston, Nazareth College and Rochester Institute of Technology.
Frank's depth and breadth of experience, critical problem-solving skills and collaborative style are all brought to the benefit of Marts & Lundy's clients in his work assessing development programs and advising development and institutional leaders on organizational and campaign strategy.
Job Titles:
- Cancer Research Center / Kappa Delta Foundation / Lausanne Collegiate School
- Education Success Foundation, Rochester, NY
Job Titles:
- Senior Affiliate Writer & Consultant, Communications
For three decades, Gail has used her skills as a writer, analyst, trainer and art director to inspire generous gifts to more than 100 nonprofit organizations. Best known for her work in healthcare, human services, education and religion, she has served worthy causes from art to zoos.
Gail's portfolio of case statements, letters, grant proposals, annual reports, newsletters and other documents fills 10 file drawers. She has also produced many videos, websites and slide presentations, and written countless stories to motivate donors. The YMCAs of the USA honored her story about one Nashville teen as best in the nation.
She is equally adept at research and analysis, asking the right questions and producing substantive yet readable study reports, strategic plans and white papers. Gail works closely with senior executives, often beginning with case development and a feasibility study, and continuing across time to help them achieve their organization's highest potential.
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- Senior Information Technology Systems Analyst
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- Practice Manager / Learn More
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- Independent Director, Marts & Lundy / Advisor, Helding and Associates
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- Senior Affiliate Writer, Communications
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- Managing Principal
- Senior Consultant
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- Associate Director of Client Relations & Corporate Secretary
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- Senior Administrator, Payroll & Human Resources
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- Director of Marketing & Public Relations
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- Practice Manager / Learn More
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- Independent Director / Learn More
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- Managing Principal
- Senior Consultant
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- Principal
- Senior Consultant
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- Contracts Administrator / Learn More
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- Chief of Staff & Associate Consultant
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- Proposal Writer / Learn More
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- President & CEO / Senior Consultant & Principal
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- President & CEO Senior Consultant & Principal
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- Principal
- Senior Consultant
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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.
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- Leader, Communications Senior Consultant & Principal
- Senior Consultant & Principal / Leader, Communications
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- Associate Consultant / Communications
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- Vice President for Consulting Engagement & Analytics
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- Principal
- Senior Consultant