Marts & Lundy, Inc.

What Marts & Lundy, Inc. does

Marts & Lundy, Inc. is a privately held global management consulting firm founded in 1926 and headquartered in Lyndhurst, New Jersey (with New York metropolitan area operations). The firm specializes in philanthropic solutions for nonprofit organizations, delivering fundraising strategy consulting, campaign planning studies, development program assessments, board training, strategic counsel, and post-campaign analysis. It serves clients across Higher Education, Healthcare, Independent Schools, Arts & Culture, and Aging Services, with international operations in Canada (formerly Offord Group), the United Kingdom, Australia, and the broader Asia Pacific region.

The firm's offerings combine bespoke professional services with a proprietary research and benchmarking platform. Its technology stack centers on the Philanthropy Insights & Analytics practice, which maintains a benchmarking database covering 243 nonprofit organizations across seven countries and powers flagship publications including the annual Fundraising Investment Study, the $10M+ Gifts Report, the Philanthropy in Aging Services Study, and the Fundraising in the Flex Era survey. Campaign analytics tools include capacity analysis, market depth assessment, staffing and productivity modeling, and donor engagement continuum tracking. Thought-leadership is distributed through research reports, blog articles, webinars, co-branded podcasts, the annual Azure Summit conference for independent school leaders, and a new Inclusive Philanthropy Micro-Credentialing program delivered with the Inclusive Philanthropy Institute and Credly.

Marts & Lundy operates a pure professional services business model. Revenue is generated through project-based, quote-based consulting engagements on multi-year contracts; no public pricing exists. Go-to-market is enterprise field sales executed by senior consultants and practice leaders, supported by thought leadership content marketing, the Azure Summit, referrals, and an inbound content pipeline. The Client Diversification Initiative (CDI), in partnership with Lever for Change and LEAP/Pecaut Centre, extends service delivery to equity-focused nonprofits. The firm is founder/management-owned with no disclosed outside funding and maintains four wholly-owned regional subsidiaries.

Name

Marts & Lundy, Inc.

Legal name

Marts & Lundy Incorporated

Website

https://martsandlundy.com

Company type

Private

Founded year

1926

Operating status

Operating

Headcount range

101–250 employees

Short description

Marts & Lundy is a global management consulting firm founded in 1926 that provides fundraising strategy, campaign planning, and benchmarking services to nonprofit organizations in Higher Education, Healthcare, Independent Schools, Arts & Culture, and Aging Services across the US, UK, Canada, Australia, and Asia Pacific.

Ownership category

akta.pro rank

Product category

Philanthropic Consulting Services

NAICS

Human Resources Consulting Services (541612), Grantmaking and Giving Services (8132)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Supply Chain & Procurement Consulting (BPAHACAC)

akta.pro secondary industries

Family Offices & Philanthropic Advisors (Grantmaking) (BPAGAKAD), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Philanthropic consulting services
• Fundraising campaign consulting
• Nonprofit advancement advisory
• Development program assessments
• Fundraising benchmarking research

Headquarters

HQ city

Lyndhurst

HQ country

United States

HQ region

North America

Offices4 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Fundraising Strategy Consulting: Core revenue is generated through professional consulting engagements with nonprofit organizations. Engagements include campaign planning studies, development program assessments, board training, strategic counsel, post-campaign analysis, and capacity analysis. Revenue is project-based and derived from long-term client relationships with institutions across higher education, healthcare, independent schools, and arts & culture sectors.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels8 records

Core offering

Marts & Lundy is a global philanthropic consulting firm that provides nonprofit organizations with fundraising strategy consulting, including campaign planning studies, development program assessments, board training, strategic counsel, capacity analysis, and post-campaign reviews. It complements these advisory services with proprietary benchmarking research, sector-specific data studies, annual reports on mega-gifts and fundraising ROI, and thought-leadership conferences such as the Azure Summit for independent school leaders.

Product overview

Marts & Lundy is a global philanthropic consulting firm that provides advisory services, benchmarking research, and professional development to nonprofit organizations. The firm operates as a consulting practice rather than a unified software platform, offering a portfolio of specialized research reports (Fundraising Investment Study, $10M+ Gifts Report, Philanthropy in Aging Services Study), conferences (Azure Summit), training programs (Inclusive Philanthropy Micro-Credentialing), and direct consulting services for campaign planning, strategic counsel, and capacity building. The Client Diversification Initiative extends the firm's reach to equity-focused organizations through partnerships with Lever for Change and LEAP.

Differentiator

Problem solved

Functional benefit

Products and services

• Fundraising Investment Study 2025 Benchmarking research report analyzing data from 243 nonprofit organizations across seven countries on fundraising practices, investment efficiency, budgeting trends, ROI metrics, and cost-per-dollar-raised across nonprofit sectors.
• $10M+ Gifts Report 2026 Annual special report tracking and analyzing publicly announced mega-gifts of $10 million or more, providing sector-specific benchmarks and trends for Higher Education, Healthcare, Independent Schools, and Arts & Culture sectors.
• Philanthropy in Aging Services Study 2025 Third-edition research report providing performance benchmarks, donor trend analysis, fundraising ROI optimization, staffing levels, and gift vehicle analysis specific to senior living and aging services organizations.
• Fundraising in the Flex Era Report Survey-based research report analyzing how hybrid work arrangements affect fundraising productivity, recruitment, retention, and organizational culture, drawing on responses from 270 advancement leaders across multiple sectors and four countries.
• Azure Summit 2026 Two-day intensive conference designed specifically for Heads of School leading their first major fundraising campaign and their Chief Advancement Officers, providing campaign preparation, peer networking, and curriculum for first campaign leaders.
• Inclusive Philanthropy Micro-Credentialing Courses 2026 Professional development series in partnership with the Inclusive Philanthropy Institute offering practice-ready courses on AI literacy, legacy messaging, planned giving psychology, and equity-centered transformation in fundraising, with CFRE points and Credly digital badges.
• Client Diversification Initiative (CDI) Advisory program providing consulting services and fundraising capacity building to nonprofit organizations driving change on the frontlines of equity and social justice, delivered in partnership with Lever for Change and LEAP | Pecaut Centre for Social Impact.
• Philanthropic Consulting Services Custom fundraising and philanthropic strategy consulting engagements for nonprofit organizations, including campaign planning studies, development program assessments, board training, strategic counsel, post-campaign analysis, capacity analysis, and ongoing advisory work across higher education, healthcare, independent schools, arts & culture, and aging services.

Quantifiable outcome

• Organizations in active campaigns achieve 38% higher ROI than those not in campaigns (Fundraising Investment Study 2025, 243 organizations across 7 countries).
• +7 more outcomes

Named customers18 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Six partnerships are on record, tiered minor and core.

• Credly (by Pearson)minorOthers · 1 January 2026Marts&Lundy partners with Credly to provide digital versions of professional achievement badges for participants who complete Inclusive Philanthropy micro-credentialing courses. Credly badges can be used in email signatures, digital resumes, and LinkedIn profiles.
• The Chronicle of PhilanthropyminorOthers · 1 January 2026Marts&Lundy's annual $10M+ Gifts Report uses data from The Chronicle of Philanthropy's 'Big Charitable Gifts' database to track publicly announced mega-gifts ($10M+) across Higher Education, Healthcare, Independent Schools, and Arts & Culture.
• DonorSearch AiminorStrategic or Co-development Partner · 1 January 2024DonorSearch Ai is a fundraising intelligence company. Marts&Lundy co-hosted a webinar on 'Responsible and Beneficial AI in Inclusive Philanthropy' with DonorSearch Ai and the Inclusive Philanthropy Institute, exploring AI applications in sustainable fundraising and addressing systemic inequities. Sarah Clough (Marts&Lundy) and Nathan Chappell (DonorSearch Ai) served as moderator and panelist respectively.
• Inclusive Philanthropy InstitutecoreStrategic or Co-development Partner · 1 January 2024The Inclusive Philanthropy Institute, founded by Maia McGill, advances systemic change in higher education and nonprofit organizations through inclusive philanthropic strategies. McGill is a Consulting Partner at Marts&Lundy. The two organizations co-deliver the annual Inclusive Philanthropy micro-credentialing series (2026 theme: 'The Future is Human') covering AI literacy, legacy messaging, planned giving psychology, and equity-centered fundraising. McGill also authored the 'Responsible and Beneficial AI in Inclusive Philanthropy' webinar.
• Lever for ChangecoreStrategic or Co-development Partner · 1 January 2020Lever for Change is a nonprofit affiliate of the John D. and Catherine T. MacArthur Foundation (founded 2019) that develops and manages customized grant challenges connecting donors with organizations accelerating social change. Marts&Lundy has worked with Lever for Change since 2020, serving eight Lever for Change organizations with full-scale consulting work through its Client Diversification Initiative (CDI). The Bold Solutions Network helps finalists secure additional funding and amplify impact.
• LEAP | Pecaut Centre for Social ImpactcoreStrategic or Co-development Partner · 1 January 2012LEAP | Pecaut Centre for Social Impact catalyzes large-scale social impact by selecting, supporting, and scaling breakthrough social ventures and nonprofits. Marts&Lundy Canada (formerly Offord Group) has worked with LEAP since its inception in 2012 to provide fundraising support to partners, most recently supporting 'Healthy Futures' and 'The Equity Opportunity' ventures through ad-hoc fundraising counsel.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Campbell & Company: National fundraising and nonprofit consulting firm offering campaign studies, development audits, and advancement counsel across Higher Ed, Healthcare, Faith-based, and Social/Human Services. Directly competes on multi-sector campaign planning and feasibility assignments.
• CCS Fundraising: One of the largest North American fundraising consulting firms, providing campaign planning, development audits, and advancement staffing across Higher Ed, Healthcare, and nonprofits. Competes head-to-head with Marts & Lundy on flagship capital campaigns and major-gift strategy.
• The Alford Group: Independent fundraising and nonprofit consulting firm serving higher education, healthcare, arts and culture, and social impact organizations. Competes with Marts & Lundy on campaign counsel, development assessments, and philanthropic strategy engagements.
• La Piana Consulting: Nonprofit consulting firm supporting strategy, mergers, and capacity-building for mission-driven organizations, with growing overlap in philanthropic advisory. A more mission/strategy-focused peer that intersects with Marts & Lundy's social-impact and CDI work.
• Alexander Haas: Fundraising consulting firm focused on higher education, healthcare, and arts & culture institutions, with deep practice in campaign planning, feasibility studies, and major gifts. Direct peer on academic medical center and university campaign assignments.
• The Helen Brown Group: Nonprofit consulting firm providing fundraising and development counsel, campaign planning, and executive search. A peer in capacity-building and campaign-readiness assignments across mid-sized nonprofits.
• Grenzebach Glier & Associates (GG+A): Consulting firm specialized in advancement and fundraising strategy for higher education, healthcare, and arts/culture institutions, with proprietary benchmarking similar to Marts & Lundy's Fundraising Investment Study. Direct competitor on campaign feasibility studies and philanthropic strategy.
• Giving Architects: Mid-size philanthropic strategy and fundraising consulting firm supporting capital campaigns, development audits, and major-gift programs for nonprofits, with overlap on multi-sector campaign planning and donor engagement strategy.
• The Caskey Group: Independent school and education-sector fundraising consulting firm offering campaign counsel, feasibility studies, and advancement leadership search. Closest direct competitor to Marts & Lundy's Schools Practice (Zimmerman) and the Azure Summit audience.

Broad incumbents

• The Bridgespan Group: Strategy consulting firm serving nonprofits, philanthropists, and foundations on organizational strategy, growth, and impact. While not focused narrowly on capital campaigns, it overlaps with Marts & Lundy at the high end of nonprofit advisory mandates and increasingly competes on philanthropic strategy.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/mrtsandlndy
• Facebookfacebook.com/martsandlundy
• LinkedInlinkedin.com/company/334299

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Marts & Lundy, Inc.