Advancement Services Summit
All sessions now available on demand
Professionals in the Advancement Services work in partnership with Institutions’ key stakeholders, this includes the Office of Advancement, donors, community, and alumni.
These teams work to provide expertise and support in the areas of systems and infrastructure, business analysis and reporting, data management and integrity, prospect management and research, gift management and the mission of the boarder Institution.
The CCAE Advancement Services Summit serves to bring these professionals together to discuss innovation in their field, new ways to maximize resources, streamline efficiencies and support Institutional units.
Single Session: $55 (access to the session of your choice)
Single Session: $75 (access to the session of your choice)
Get the most out of the discussion:
Greg Reid, Executive Director of Advancement, St.Andrew's College
This session will present and discuss the use of school specific data to inform reporting, goal setting for annual targets, and the analysis, comparison and use of Benchmarking data. A variety of reports, spreadsheets and data sets will be presented and discussed, along with tips and tricks to leverage your data to drive your advancement objectives. Participants are also encouraged to bring and share their unique data analytics.
- Analyze and provide data for the education of, and reporting to Boards, Directors or Committees
- Mine and analyze data for annual advancement goal setting
- Leveraging Benchmarking data
Dr. Greg Lee
Mark Hobbs, CEO Fundmetric
Dr. Greg Lee, Lead data scientist, Fundmetric. Assistant Professor, Acadia University
From the team that brought you: Does Behavior Trump Capacity, see the progress one year later and discover what machine learning has uncovered. Learn about AI from the basics in this session designed for non-technical fundraisers. This session takes you inside the inner workings of pioneering teams in the sector who took the risk that will pave the way for every charity to do more with less. In 60 minutes you will learn more from failure than from success and leave with battle-tested tactics, high-level strategy and the inspiration that you can take back to your colleagues. Explore deep learning with recurrent neural networks which allows for learning on time-series data, namely the ordered steps a donor takes along the way to making a donation and continuing to donate. Join this session for a practical understanding of the future of fundraising.
- Understanding how to apply artificial intelligence and machine learning to your shop
- Learn how to spot facts versus fiction around artificial intelligence
- See how other schools and non-profits are implementing AI and learn how you can too
Sarah Clarke, Director, Advancement Services, Carleton University
Pierce White-Joncas, CIPP, Manager, Privacy & Access to Information, Carleton University
All Advancement works relies on accurate data. In our rapidly growing digital landscape, building and maintaining the confidence of your alumni, donors and other stakeholders in your school’s data collection and retention practices is more relevant than ever before. This session will highlight industry standards related to anti-spam and privacy and how Advancement and your Privacy Office can work together to solidify donor and alumni confidence and expand your capacity to more deeply engage your constituents.
- Best practices that Advancement offices can implement to ensure data compliance.
- Examples of industry successes, failures and key privacy considerations.
- Tips and tricks that can be easily applied to your school’s processes and systems to increase constituent confidence.
Isabel Brinck, Communications Coordinator, The Sacred Heart School of Montreal
Stéphanie Mathieu, International Marketing Coordinator, DonorPerfect
Donor Perfect has collected and analyzed data of the entire donor history for over 10 million donors and 18 million gift transactions. From this data, they have learned a lot about donor types and donor behaviour:
- Donor Types (episodic, recurring, major)
- Major Donors and Size of First Gift
- Channel of Choice for First-Time Donors
- Current Median Annual Amount By Mode (offline, online, monthly, multichannel)
- Number of Years Donors Gave By Mode (online only vs offline only vs monthly only vs multichannel)
- Impact of Thanking your Donors
The session will include a discussion on what the data looks like in real-life examples from the education sector, and how it can be applied to improve school fundraising.
- Learn about donor behaviour in the Canadian educational sector
- Obtain resources to better understand your donors’ giving patterns
- Hear where to effectively invest time and money to improve your fundraising results
Policies and Procedures are as important as brushing your teeth.
Sophia Reid, Manager Advancement Services, Mohawk College | @reidso1
Policies and procedures are essential to achieving consistency and defining which employee will perform and oversee certain activities. This session will provide an overview and a framework for writing key advancement policies and procedures to alleviate stress.
- Describe the relationship between policies and procedures in terms of the impact on accountability and transparency.
- Implement a structure and format for creating and revising policies and procedures.
- List important considerations in the creation of documentation to ensure interest in and use of procedures.
David Lively's book "Managing Major Gift Fundraisers – A Contrarian's Guide" has been shaking the higher education fundraising world for the last few years. Lively describes the practices and systems that have been developed in recent decades as ineffective and out-of-touch with mathematical reality. During 2020, the University of Ottawa has been attempting to understand what Lively is trying to tell us and to adopt his vision. Adopting the Lively approach demands changes in thinking, challenging old assumptions about how major prospects are managed, new performance metrics, and new demands for reporting and analytics.
- Learn the basic theories of the Lively approach to major giving.
- Learn how one university, uOttawa, has changed thinking, business practices, and data and information systems to accommodate the new approach to major giving.
- Learn how to begin a major giving re-evaluation process at your institution using these theories as a guide.
Endowments are a tried and true method of creating a perpetual revenue stream for an institution to achieve its mission. In the popular press, they are a source of riches for institutions like Harvard with its $39 billion dollar endowment that generated $1.9 billion in payouts in 2019. With a few notable exceptions, the reality for most Canada higher education institutions is much more modest.
In all cases, these “endowments” are really made up of a collection of smaller endowments that while managed as one lump sum from a financial perspective all have their own specific characteristics. In this session we will discuss endowments from a practical point of view and cover some common questions about how they can be managed once they are created.
- Understanding of the kinds of rules that govern endowments
- Awareness of the challenges that endowments can create if they are set up improperly
- Examples of how an endowment can be changed once it is set up