Guiding Principles on Supplemental Funding Sources for Advancement

June, 2024

David Palmer, Vice-President, Advancement, University of Toronto

Supporting documents:
Guiding Principles on Supplemental Funding Sources for Advancement
University of Toronto AIM Model

With a goal to achieve transformational growth in fundraising results through its Defy Gravity campaign, the University of Toronto recently reinstated the use of fees on expendable gifts and endowment distributions as a supplemental funding source for advancement. After examining best practices in common use among higher education institutions in Canada and the U.S., and looking at related fee structures in the healthcare and cultural sectors, the University of Toronto designed and implemented an approach to gift fees termed the U of T Advancement Investment Model (AIM).

In the course of developing this model, conversations with other Canadian university advancement leaders crystallized a common desire for a national best practice statement, articulating guiding principles and recommended parameters for the development and implementation of gift fee models in higher education.

Join David Palmer, Vice-President, Advancement, at the University of Toronto, who will explore learnings from the U of T Advancement Investment Model, and how those learnings informed the creation of a proposed set of Guiding Principles for Supplemental Funding Sources for Advancement as a draft national best practice statement—prepared specifically for discussion at the CCAE Senior Leaders meeting. The presentation will be followed by an open discussion among senior leaders on funding advancement operations in a challenging economic climate.

Learning Objectives

  • Explore best practices and guiding principles for the use of gift fees and endowment assessments, and how those practices may support transformational growth in fundraising programs
  • Discuss the unique challenges posed by the current economic climate with advancement leaders from across the country


Notice of 2022 CCAE Annual General Meeting

Action Required
The 2022 CCAE Annual General Meeting (AGM) will be held electronically on Thursday, June 9, 2022, beginning at 12:00 p.m. Eastern.

The business of the meeting is to:
1. Receive the Audited Financial Statements for 2020-2021
2. Appoint the Public Accountant for the fiscal year ending April 30, 2023
3. Elect Directors for 2022-2023

AGM VOTING: In accordance with CCAE’s By-Laws, each member school can identify one or more Voting Representatives, the number per member school based on CCAE Membership Step – see chart on the CCAE website.

Please forward the name(s) of your school’s Voting Representative(s) to the CCAE Office ( by Friday May 20th.

As per the CCAE By-Laws, member schools entitled to more than one vote may appoint more than one Voting Representative, or may authorize Voting Representatives to exercise more than one vote.

Voting Representatives are also entitled either to Absentee Vote or to assign a Proxy Voter. Please contact the CCAE Office for more information (613-531-9213) and go to the CCAE website to find the CCAE Proxy Form.

For all AGM information and documents, please visit the AGM section of the CCAE website in advance of the meeting.

In addition to the CCAE AGM, this virtual event will include:
– Presentations by 2021 TD Insurance Meloche Monnex Fellows: Lana Dadson of the University of Waterloo and Kierian Turner of the University of Lethbridge
– A conversation on Reconciliation & Philanthropy, featuring Victoria Grant, Maang Indoden, (Loon Clan), Teme-Augama Anishnabai Qway (Woman of the Deep-Water People) and a member of the Temagami First Nation and Julie Davis

Event Agenda

Proxy Form

Voting Chart


Financial Statement

Slate of Directors

CCAE Bylaws