All sessions now available on demand
The Development Summit includes content previously delivered in the Annual Giving Summit and will bring together the many facets of giving, under one virtual roof. Sessions will cover the items related to relationship building, planning and hitting financial targets out of the park!
For the first time ever, the Development Summit seeks to bring together fundraisers from across CCAE’s membership to connect, learn and tackle “side of the bed” topics that are of concern.
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:
Kristy Rousseau, Director of Development, Laurentian University
Twitter : @kristyrousseau
On March 11th, 2020, Laurentian University issued a statement that announced it would be suspending its classes immediately “as a precaution” related to the spread of COVID-19. On March 12th, Laurentian's advancement team started working remotely. Being the 1st advancement team in the country to make the move to remote work came with its share of challenges. Hear some examples around how the team grappled, adapted, and thrived in these exceptional circumstances. Learn about how the team continues to re-assess fundraising priorities and processes while continuing to support each other and set the stage for future success.
- See ya paper! Hello Zoom! - laying foundations of a remote fundraising program
- Shift, Slide, Move - agility as key to fundraising success
- Ready, Set, Wow! - responding to and planning for the unknowns
Mike den Haan
Mike den Haan, Special Advisor to the President, Simon Fraser University
Too many organizations believe that transformational philanthropy is out of reach or only for the benefit larger organizations. But not all organizations should define transformational philanthropy in the same way. The best organizations, regardless of size, understand the core of what they want to change in Society and attract a philanthropic following which can help make that change happen. For many of these organizations, this philanthropic following includes people who have or could make transformational commitments. For many other organizations, this can feel out of reach or unattainable. This interactive session will review "best practices" and "common practices" which any sized organization can employ to build capacity for attracting a big gift commitment. The kind of commitment which can accelerate or transform your organization's ability to deliver change in society.
- How 'transformational' giving can work for both large and small shops
- Steps you can take to develop capacity for large gift commitments
- Core elements of a successful 'transformational giving' culture
Kathleen A. Provost
Kathleen A. Provost, CFRE, Campaign Director, St. Francis Xavier University
Maria Hartery, Planned Giving Officer, St. Francis Xavier University
As fundraisers, we are not trained in financial analysis – yet we work with financial data every day. You will hear from two professional fundraisers about how to have the conversation about numbers, while respecting your limited knowledge of finance. We will talk about ways of giving, our ethical obligations and our professional accountability. We will share examples of fundraising measurements as well as planned giving illustrations.
- Become aware of our need to have a financial discussion with our donors, though we are not “financial experts”.
- Share best practices.
- Factors to consider when looking at the Return on Investment (ROI) and using your Code of Ethics.
Karen McQuigge, Director, Alumni Advancement (Alumni Relations & Annual Giving) Office of Alumni Advancement, McMaster Alumni Association
Mirko Widenhorn, Senior Director of Engagement Strategy, iModules Software
Everywhere we look, indicators of progress, badges, and more drive us to take action. That’s the expectation and now it’s a matter of incorporating it into your engagement and giving strategies. See how McMaster University and others have applied gamification to increase engagement and giving of alumni and supporters. Hear results of a national alumni communications survey and how these apply to deepen relationships with your graduates. You’ll leave this session with new ideas about engagement, ways to adjust annual giving campaigns, and how to connect with less engaged constituents by gamifying their experience!
- To inform attendees about opportunities around gamification to help reach new constituents and to build deeper relationships.
- Provide tips and suggestions on how to incorporate gamification into engagement and fundraising strategies, and how to adjust messaging to resonate with different audiences.
- To share examples of relevant, successful gamified engagement and fundraising campaigns and highlight best practices.
John Kearsey, Vice-President (External), University of Manitoba
Stephanie Levene, Associate Vice-President, Alumni and Donor Relations, University of Manitoba
If you are considering a major campaign or are in the early phases of planning, this session is for you! In this session, we will be discussing some of the most important early steps we took in planning for the success of our Front and Centre Campaign.
- Discuss how best to engage the campus community in articulating the Case for Support
- Share the impact of the feasibility study
- Aligning internal interests to external expectations
Andrea Benzel, CFRE, Executive Director, Development, University of British Columbia
Kirsten Nicholson, Executive Director, Development, University of British Columbia
As UBC considers a future campaign, we know that we need to move our major gift program from great to exceptional. This means not only larger and more major gifts but expanding staffing resources to match aspirational goals.
People are at the heart of our program and we took a deep dive into our HR People Plan to analyze how we can better support our current fundraisers to elevate them to new levels of success, as well as onboard and train new staff to calibrate their skills to the UBC way of securing major gifts.
Learn about how we have adjusted strategies in a large and complex organization to set up our program for growth of staff and major gift success.
- Learn about the elements built into UBC’s virtual three-part Fundraising Orientation Program
- Learn how to create a new sense of team with refreshed meeting structures and strategies
- Hear about how to establish a virtual learning forum for team members to share fundraising successes and challenges
Ian Lindsay, Director of Development, University of Northern British Columbia
Emmy Blouin, Development Officer- Donor Relations, University of Northern British Columbia
Learn how the University of Northern British Columbia’s Development Team is rising to the challenge by accepting strengths and weaknesses while adapting to stay relevant during a global pandemic. From a new Development Officer starting 3 ½ weeks after the global pandemic was declared, to university layoffs and the city’s cornerstone forestry industry struggling; learn how the UNBC team evolved by redistributing staff and modifying job descriptions, updating employee metrics with new, multi-channel portfolios and how shifting the team’s focus led to short-term success and long-term sustainability as a department.
- Dos and Don'ts of working virtually, including how to incorporate a new team member remotely
- How to foster growth in fundraising during a health and economic crisis
- How to pivot and adapt quickly to a rapidly evolving, unpredictable situation
Tags: Annual Giving, Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Leadership and Management, Ethics and Accountability, Planned Giving, Giving Days, Legacy Gifts, Campaign Planning, Database management