Campaign Planning in a Digital Forward Environment

Marts & Lundy will share tangible insights from conversations with donors and schools over the past year. As we move into a new philanthropic chapter for individuals and institutions, they’ll share insight about donor sentiment and behavior, ways to effectively leverage technology in our digital forward age, and the latest thinking about effective development strategy. Key learning will include:

  • Uncertainty as an asset
  • Framing and pressure-testing priorities for your constituents
  • Engaging donors as co-creators of your future


  • Charlie Melichar
    Charlie Melichar
    Vice President, Senior Consultant and Principle, Marts & Lundy

    A Senior Consultant in Strategic Communications, Charlie works across the nonprofit spectrum, helping organizations create clear, compelling messaging that inspires engagement and support.

    Charlie works closely with his clients to get to the essence of the organization’s story, particularly around fundraising campaigns. He brings a strategic approach to communication planning and how messages are delivered across platforms, blending analytics and creativity.

    Prior to joining Marts & Lundy, Charlie served as Associate Vice Chancellor for Development and Alumni Relations Communications at Vanderbilt University and Vice President for PR & Communications at Colgate University.

  • Jim Zimmerman
    Jim Zimmerman
    Senior Consultant and Principle, Marts & Lundy

    Jim’s work with dozens of independent schools includes advancement assessments, campaign planning and feasibility studies, trustee and staff training, and strategic fundraising counsel. 

    Prior to Marts & Lundy, Jim’s passion for connecting nonprofits to donors led him to EverTrue, where he served as Chief Evangelist. While at EverTrue, Jim helped hundreds of organizations understand how technology and innovation can transform their fundraising programs.

    From 1993 to 2011, Jim served in various roles at the following schools: 
    – Middlesex School, MA
    – Francis Parker School, CA
    – Cate School, CA
    – The Lawrenceville School, NJ

    Jim began his development career at his alma mater, Bucknell University, and later served as the president of the Alumni Association.


May 12 2021


2:00 pm - 3:00 pm

Event Types