Advancement Services Summit
November 25-26, 2019
55 Gould St. Toronto, ON
Potential Member: $335
|Monday, November 25, 2019|
|8:45 a.m. - 9:10 a.m.||Breakfast & Registration|
|9:10 a.m. - 9:15 a.m.||Opening & Welcome|
|9:15 a.m. - 10:30 a.m.||Infinity & Beyond
Lori MacMullen - Executive Director, Canadian University Council of Chief Information Officers (CUCCIO;)
|10:30 a.m. - 10:45 a.m.||Break|
|10:45 a.m. - 12:00 p.m.||"What does this data mean?": Building a data culture in advancement services
Donabel Santos - Associate Director, Business Intelligence, University of British Columbia
|12:00 p.m - 1:00 p.m.||Lunch|
|1:00 p.m. - 2:00 p.m.||Empowering users through self-service in Advancement
Simon Labbett - Manager Application and Infrastructure Queen’s University
Michael McMullen - Web Specialist/Advancement Database Administrator Queen’s University
|2:00 p.m. - 2:15 p.m.||Break|
|2:15 p.m. - 3:15 p.m.||Preparing your Institution for Engagement Scoring and Similar Data Projects
Mirko Widenhorn - Strategic Consultant & Senior Account Manager, iModules Software
|3:15 p.m. - 3:30 p.m.||Break|
|3:30 p.m. - 4:45 p.m.||Closing Discussion|
|Tuesday, November 26, 2019|
|8:30 a.m. - 9:00 a.m.||Breakfast|
|9:00 a.m. - 10:00 a.m.||Sticky Gifts: How to Navigate Challenging Gifts in a Donor Centric World
Davida Stafford - Senior Advancement Analyst, McMaster University
|10:00 a.m. - 10:15 a.m.||Break|
|10:15 a.m. - 11:15 a.m.||
Uniquely Qualified: Using Prospect Management with Volunteers and Volunteer Fundraisers
|11:15 a.m.- 11:30 a.m.||Break|
|11:30 a.m. - 12:30 p.m.||From Stats to Stories – Moving beyond the numbers to embrace the art and science of endowment reporting
Mark Savenkoff - Director of Alumni and Donor Relations, Carleton University
|12:30 p.m.||Boxed lunch on departure|
Book your hotel room at the Courtyard by Marriott Downtown Toronto
Rates start at $189 (Canadian Dollars). All guest room rates are quoted exclusive of applicable taxes and fees: currently 13% HST and 4% MAT Tax in effect at time of check-out.
Reserve your room and ensure you receive the special CCAE rate. Please make your reservation by contacting Tara Sandler directly at firstname.lastname@example.org. (Contingent on availibility)
Courtyard by Marriott Downtown Toronto
475 Yonge Street
CCAE is pleased to welcome Lori MacMullen of CUCCIO, (Canadian University Council of Chief Information Officers) to the Advancement Services Summit. In her Infinity & Beyond session, the Lori MacMullen will share different ways to support your organization and its infrastructure as technology continues to advance at rapid paces. Being proactive is the name of the game!
Having data means we can make better decisions, right? Not necessarily. Having data is only one piece of a bigger puzzle. To take advantage of data, we need to build a culture that ensures data is not only available, but also understood, appreciated and used.
Building a data culture requires collaboration and partnerships across functional groups. To ensure continued adoption, we need to continue providing the right data, at the right time, in the right format, to the right audience.
This presentation will look at UBC DAE's (ongoing) journey to building its data culture and offer a glimpse of lessons learned through demos and case studies.
- General practices and strategies in building a data culture
- Visualization and analytics techniques and decisions to increase adoption
Empowering users through self-service in Advancement
Simon Labbett - Manager Application and Infrastructure, Queen’s University
Michael McMullen - Web Specialist/Advancement Database Administrator, Queen’s University
Is your Advancement department aware of all the tools and services provided by your Advancement Services (AS) team? Would you like your AS team spending more time on strategic initiatives instead of answering the same questions over and over? Our team developed a streamlined method for accessing core applications while highlighting the variety of services, tools and applications provided. If user empowerment, efficiency of resources, and transparency are the goals for your AS team, then come and learn how we SET the stage for user empowerment and efficiency for our Advancement team.
- Security – reduce risk and exposure to key applications and data
- Efficiency – self-service for all those you support
- Transparency – highlighting the services and applications you provide
In this session you will find out more about engagement scoring and how you are able to support the team in undertaking this type of project. Forward-thinking institutions are adopting engagement scoring models to help with decision-making and it’s important for advancement services to be involved in and lead these conversations. We’ll cover how to have a seat at the table and how to help move the conversation forward, keeping data at the forefront. Leave this session with a better understanding of what questions to ask and what to consider in an effort to better capture information on constituent engagement.
- Insight into where the alumni relations field is headed
- Types of data that are critical to consider
- Questions to ask internally and externally as it relates to data and models
Volunteers are the lifeblood of successful fundraising. But they are often seen as sitting outside of the traditional parameters of Prospect Management. In this session, you will see a couple of case studies about how to incorporate both volunteer management into prospect management (i.e. managing the relationship cycle with a volunteer) and how to incorporate volunteer solicitors into prospect management (i.e. how to track and report on asks and engagement being made by volunteers on behalf of your organization).
- How to track a volunteer cycle of engagement
- Options for tracking volunteer activity with prospects
- What to consider in assigning prospects, asks or credit to volunteers
This session, based on real life examples, will provide an overview of how we addressed and resolved “sticky” gift situations this past year. The session will cover the trouble-shooting process, collaborating with the University Advancement team, gift acceptance policies, Canada Revenue Agency requirements, consulting other departments and allied professionals and how we document the decision for future reference - all within the framework of being committed to a donor centric approach.
- Learn approaches that you can apply to your decision-making/trouble-shooting process to help achieve the best outcome.
- Review specific challenges and opportunities related to accepting different types of gifts such as gifts-in-kind, student awards and estates.
- The importance of consistency in approach and documenting the outcome for future reference as part of ensuring an outstanding donor experience.
Endowment reports have been a longstanding tool to demonstrate transparency and accountability to some of our most generous donors, and as Advancement professionals, we have a keen appreciation and understanding of the data that helps inspire and build donor trust. This session will explore Carleton’s journey from delivering endowment reports as financial accountability statements to building compelling impact pieces that leverage meaningful data points and communicate donor impact through storytelling. The session will include process improvements for data collection, consultation with on-campus stakeholders, collaboration with fundraisers, and overcoming roadblocks with design agencies and mailing houses.
- Create action steps to recognize the data points that communicate impact for specific audiences
- Develop strategies for crafting a compelling narrative for donors based on data-driven insights
- Collaborate with key stakeholder to ensure a positive response from donors