Advancement Services Summit

All sessions now available on demand

Supported by:
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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.

On-demand sessions

Single Session: $55 (access to the session of your choice)

Potential member:

Single Session: $75 (access to the session of your choice)

Purchase on-demand sessions

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Greg Reid
Greg Reid

Using your school's data to drive goals, decisions and strategy in Advancement

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.

Learning Objectives

  • 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

Mark Hobbs
Mark Hobbs

Greg Lee
Dr. Greg Lee

Artificial Intelligence: Identifying and Activating your donor coalition

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.

Learning Objectives

  • 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
Sarah Clarke

Pierce White-Joncas,
Pierce White-Joncas

Advancement and the Privacy Office: Working Together

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.

Learning Objectives

  • 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
Isabel Brinck

Stéphanie Mathieu
Stéphanie Mathieu

Fundraising Big Data - Donor Behaviour in the Canadian Educational Sector

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.

Learning Objectives

  • 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

Sophia ReidSophia Reid

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.

Learning Objectives

  • 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.

Kevin Kardasz
Kevin Kardasz

New approaches to managing major gifts – adopting the theories of David Lively
Kevin Kardasz, Director Business Intelligence, University of Ottawa

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.

Learning Objectives

  • 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.

Sean Thomas
Sean Thomas

Breaking down the complexity of Endowments: some common questions covered
Sean Thomas, Associate Vice-President, Advancement Services, University of Waterloo

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.

Learning Objectives

  • 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