Annual Giving Summit

Join CCAE and your peers this October, for a day and a half showcase of the latest innovations and trends in Annual Giving shared among Canadian advancement professionals. Outstanding speakers will present their insights through roundtable discussions, snap sessions, and intimate breakout sessions. The summit highlights the very best in annual giving practices and trends.

October 17-18, 2018

Registration
Member: $215
Potential member: $315

 
Attend with your Major Gift colleagues and share in the learning!

CCAE understands that collaboration is essential in your everyday environment, that’s why we are thrilled to be hosting the Annual Giving Summit and the Major Gift Summit together.

  • Strengthen your working relationships.
  • Take advantage of combined and unique individual programming.
  • Network and share ideas as a team.

 

 Wednesday October 17

8:30 a.m. - 9:00 a.m.

Registration & Breakfast

9:00 a.m.- 10:00 a.m.

Communication is the Ask: how to raise more money using Donor-Centered Communication  
Penelope Burk, President, Cygnus Applied Research, Inc.

10:00 a.m. - 10:20 a.m.

Break

10:20 a.m. - 11:20 a.m.

Reporting & Data Analytics in Annual Giving: McGill’s Journey: Then & Now
Tarek ElChaarani, Director of Annual Giving & Business Intelligence, University Advancement at McGill

Giving Circles: Emplowered Philanthropy   
Joy Gooding, Senior Development Officer, Seneca College

11:20 a.m. - 11:30 a.m.

Break 

11:30 a.m. - 12:00 p.m.

Guided round tables

12 :00 p.m. - 1:00 p.m.

Lunch

1:00 p.m. - 2:00 p.m.

Tips and Tricks for a Successful Faculty Staff Campaign
Jacqueline Watty, Senior Relationship Manager, Advancement, Perimeter Institute for Theoretical Physics

Friendship & Philanthropy: How class reunions and peer-to-peer asks can inspire alumni to give
Jana Miller, Alumni Advancement Manager, University of Guelph 
Tara McNeice, Acting Associate Director, Annual Giving, University of Guelph

2 :00 p.m.- 2:10 p.m.

Break 

2:10 p.m. 3:10 p.m.

Boost your Annual Giving revenue by 50%+ in one year  
Louise Bleau, Director of Annual Campaigns, Development and Alumni Relations Office, University of Montreal

How focusing on meaningful stewardship, gave Annual Giving donors at Wilfrid Laurier University, the experiences they deserve
Devan Katsof, Development Officer, Annual Giving Wilfred Laurier Univeristy
June Perry, Manager, Stewardship and Donor Relations Wilfred Laurier Univeristy

3:10 p.m. - 3:25 p.m.

Break

3:30 p.m. - 4:30 p.m.

How Seneca alumni paid it back by paying it forward   
Shannon Gaskell, Development Officer- Annual Fund & Stewardship , Seneca College

Annual Giving and Alumni Relations #relationshipgoals
Terry Cockerline, Director, Alumni Relations and Annual Giving, Univeristy of Victoria
Jennifer Sandmaier, BA, CFRE, Manager, Annual Giving, University of Victoria

4:30 p.m. - 5:30 p.m. 

 
 Thursday October 18

8:30 a.m. - 9:15 a.m.

Breakfast

9:15 a.m.- 10:15 a.m.

10 Free or Cheap Resources to Help you Fundraise Better!  
Brock Warner, Director of Community Giving and Innovation, War Child

Putting the Campaign in Annual Campaign - Turning Around Trent's Annual Fund  
Dane Shumak, Development Officer of Annual Giving, Trent University
Lee Hayes Director, Alumni Affairs & Annual Giving, Trent University

10:15 a.m. - 10:30 a.m.

Break

10:30 a.m. - 11:30 a.m.

Snap Sessions: Collaboration & Cooperation:

Mini-Campaigns: One Approach to Integrating Major Giving and Annual Giving 
Sarah Clarke, Director, Annual Giving & Advancement Services, Carleton University

Small Shop Reality Check: Re-aligning Alumni Engagement and Fundraising
Anne Thibodeau, Manager, Philanthropy, Mount Saint Vincent University

Collaboration is Everything
Linda Flynn, Associate Vice-President, Office of Development and Alumni Affairs, and President, Durham College Foundation

University of Guelph - a focus on being donor centered
Jana Miller, Alumni Advancement Manager, University of Guelph
Tara McNeice, Acting Associate Director, Annual Giving, University of Guelph

Streamlining the Annual Giving- Major Gift Connection
Trizana Parillo, Development Officer in Leadership Annual Giving, Concordia University

11:30 a.m. - 12:30 p.m.

Closing Plenary
Shaun Keister, Ph.D., Vice Chancellor, Development & Alumni Relations, President, UC Davis Foundation, UC Davis

12:00 p.m.

Box Lunch upon exit

Delta Hotels Toronto Airport & Conference Centre

655 Dixon Road Toronto, ON

Book your hotel room at the Delta Hotels Toronto Airport & Conference Center

Rates start at $155 (Canadian Dollars). All guest room rates are quoted exclusive of applicable taxes and fee: 15% Harmonized Sales Tax (HST), PLUS 4% MAT (Municipal Accommodation Tax) in effect at time of check-out.

Reserve your room by Friday, September 14th to ensure you receive the special CCAE rate.

Please make your reservation directly with the hotel by calling 1-416-244-1711. Identify yourself as attending the CANADIAN COUNCIL FOR THE ADVANCEMENT OF EDUCATION - CCAE Annual Giving Summit.

 

 

Speakers

Sessions

Communication is the Ask: how to raise more money using Donor-Centered Communication
Penelope Burk - President, Cygnus Applied Research Inc., Author, Donor-Centered Fundraising and Donor-Centered Leadership

Reporting & Data Analystics in Annual Giving: McGill's Journey: Then & Now
Tarek ElChaarani
 - Director of Annual Giving & Business Intelligence, University Advancement, McGill University

The Alumni Pay It Forward Challenge is an annual spring campaign whereby graduates are asked to make a gift in May in order to unlock a $30,000 gift from an anonymous supporter. The campaign has a clear goal, focuses on urgency and donor participation, rather than on gift amount. Since its launch in 2016, the Pay It Forward Challenge has increased participation by 29% and has decreased the required length of the campaign by 60%.

Objectives:
  • Provide overview of a successful model used at Seneca for acquiring and renewing annual gifts
  • Discuss three key concepts used to achieve campaign targets: urgency, unity, incentive
  • Describe how an engagement activity in the ask increased participation, fostered engagement between graduates and professors and promoted the culture of philanthropy among Seneca faculty.

Giving Circles: Empowered Philanthropy
Joy Gooding - Senior Development Officer, Seneca College

In this session you will learn what a Giving Circle is and how to incorporate this tool in your Annual program. Using the example of Seneca’s King Township Women of Influence Giving Circle, discover how you can encourage a community or group of like-minded individuals to collectively support your cause. Increase your fundraising income and build loyalty by engaging donors in a fun, social and thoughtful way. Learn how to get faculty and staff on board as partners and how to choose great projects for funding. This session will also cover how to show members the impact of their philanthropy.

Objectives:
  • Defining the objectives of a Giving Circle & Recruiting and retaining members
  • Building partnerships with faculty and staff. You've raised the money, now how you do deploy the funds?
  • Demonstrating the impact of the Giving Circle's philanthropy

Tips and Tricks for a Successful Faculty Staff Campaign
Jacqueline Watty - Senior Relationship Manager, Advancement, Perimeter Institute for Theoretical Physics

Faculty and staff campaigns can be challenging at any institution. Encouraging staff and faculty to consider supporting their workplace requires time, strategic engagement and champions to assist you with your goal.

In this session we will discuss the importance of relationships, targeted engagement, how to break down barriers and how to get your campaign set up for success. We will also have time to discuss what some of your challenges have been, to brainstorm and share as a group. It won't be a session with a 'talking head'!"

Objectives:
  • Determine what a 'successsful' campaign would like at your institution
  • Complete a pre-plan for your campaign
  • Share experiences with colleagues about 'what's worked' and 'what hasn't worked' for them

Friendship & Philanthropy: How class reunions and peer-to-peer asks can inspire alumni to give
Tara McNeice - Acting Associate Director, Annual Giving, University of Guelph
Jana Miller - Alumni Advancement Manager, University of Guelph

Class reunions are a well-established tradition at the University of Guelph. For decades, our alumni have chosen to mark anniversary milestones by launching a class project and directing their collective giving to an area that is meaningful to them. Peer-to-peer asks through annual class appeals can successfully inspire alumni to support areas such as scholarships, bursaries, capital campaigns, and research equipment. This session will provide an overview of a successful class project model used at the University of Guelph, the tools used by our Alumni Advancement team to launch and support class projects, and how class projects support the annual giving and the major gift pipeline.

Objectives:
  • Provide overview of a successful model used at U of G for cultivating reunion groups and launching class projects
  • Provide overview of the “life cycle” of a successful class project at U of G
  • Discuss how the class projects support the Annual Giving and Major Gift pipeline

Boost your Annual Giving revenue by 50%+ in one year
Louise Bleau - Director of Annual Campaigns, Development and Alumni Relations Office, University of Montreal

This presentation will reveal success tips from the University of Montreal's annual campaigns, including donor renewal and acquisition strategies, segmentation and results.

Louise Bleau will summarize aspects of the University of Montréal’s annual campaigns - 20 total, including 10 for specific Schools and Faculties - that saw 95% of tailored campaigns achieve or surpass objectives.

This session will cover best philanthropic practices including:
  • Linking annual giving to objectives of the strategic plan
  • How to reinforce the sense of belonging among alumni
  • Meeting the philanthropic needs of Faculties
  • Multi-channel strategies to engage alumni from 10 different faculties
  • As well as triumphs, the session will explore irritants, constraints and lessons learned for upcoming annual campaigns.
Objectives:
  • Why and how to implement multi-channel strategies
  • Crafting a solicitation strategy based on School- and Faculty-specific projects
  • How tailored strategies can have a major impact on Annual Giving results

How focusing on meaningful stewardship, gave Annual Giving donors at Wilfrid Laurier University, the experiences they deserve.
Devan Katsof - Development Officer, Annual Giving, Wilfrid Laurier University
June Perry - Manager, Stewardship and Donor Relations, Wilfrid Laurier University

Teams at Wilfrid Laurier University have spent the past year learning how to work together to provide meaningful engagement opportunities for annual donors. Team members from Annual Giving and Stewardship/Donor Relations work hard to collaborate and have seen much success from their efforts. From hand written thank you notes, to brand new events and more; they have learned many lessons along the way and are ready to share.

Objectives:
  • How to get your department on board with AG stewardship
  • Tips for working with colleagues to execute AG stewardship activities
  • Tips for hosting meaningful stewardship events for annual giving donors

How Seneca alumni paid it back by paying it forward
Shannon Gaskell - Development Officer - Annual Fund & Stewardship, Seneca College

The Alumni Pay It Forward Challenge is an annual spring campaign whereby graduates are asked to make a gift in May in order to unlock a $30,000 gift from an anonymous supporter. The campaign has a clear goal, focuses on urgency and donor participation, rather than on gift amount. Since its launch in 2016, the Pay It Forward Challenge has increased participation by 29% and has decreased the required length of the campaign by 60%.

Objectives:
  • Provide overview of a successful model used at Seneca for acquiring and renewing annual gifts
  • Discuss three key concepts used to achieve campaign targets: urgency, unity, incentive
  • Describe how an engagement activity in the ask increased participation, fostered engagement between graduates and professors and promoted the culture of philanthropy among Seneca faculty.

Annual Giving and Alumni Relations #relationshipgoals
Terry Cockerline - Director, Alumni Relations and Annual Giving, Univeristy of Victoria
Jennifer Sandmaier - BA, CFRE, Manager, Annual Giving, University of Victoria

Alumni Relations and Annual Giving is perhaps the greatest and most obvious union since chocolate met peanut butter. It’s been 5 years since the University of Victoria merged the two units into a symbiotic blend of delicious synergy. This session will outline the model that the University of Victoria has used to bring the two groups together, the lessons learned along the way and the path to future success. Please bring your own questions and ideas - the presentation will leave lots of time for audience participation and sharing.

Objectives:
  • How Alumni Relations and Annual Giving can work together for shared goals for engagement and giving
  • How purposeful integration of Alumni and Annual giving can benefit Major Gifts and Planned Giving
  • How purposeful integration can help with donor Relations

10 Free or Cheap Resources to Help you Fundraise Better!
Brock Warner - Director of Community Giving and Innovation, War Child

Regardless the size of your shop or budget, everyone loves free stuff. There are more tools, services and resources available that ever before and most them at little or no cost to you. Brock will share his top ten free or very cheap resources and discuss how he uses each to improve or expand War Child’s fundraising program.

Objectives:
  • Learn where to find free or very cheap resources you’ll use on a daily basis.
  • Understand how and why free or very cheap resources can feed innovation in your organization.
  • Increase your value within the organization, as someone with an eye on ROI and efficiency.

Putting the Campaign in Annual Campaign - Turning Around Trent's Annual Fund
Dane Shumak - Development Officer of Annual Giving, Trent University
Lee Hayes - Director, Alumni Affairs & Annual Giving, Trent University

The session will describe how Trent University increased its annual giving revenue by 78% in a single year through optimization of its multi-channel efforts, treating its Annual Fund as a distinct campaign with a real investment of resources, and by implementing performance indicators and strategy in the implementation of the campaign.

Objectives:
  • Provide ideas on optimization of Annual Giving programs with no increase in resources
  • Provide context to treat your Annual Giving Campaign as a true "campaign" versus just a "program" or offshoot
  • Give strategic recommendations that could apply to all schools across the province, and Canada, based on what Alumni want

Closing Plenary
Shaun Keister - Ph.D., Vice Chancellor, Development & Alumni Relations, President, UC Davis Foundation, UC Davis

 

Snap Sessions

Mini-Campaigns: One Approach to Integrating Major Giving and Annual Giving
Sarah Clarke - Director, Annual Giving & Advancement Services, Carleton University

Carleton uses a continuum of giving models to allocate resources and responsibility for various levels of fundraising. The mini-campaign approach integrates major giving and annual giving efforts and clearly defines the responsibilities of each area. This clarity has provided more structure and increased cooperation between the fundraisers.

5 Institutions will have 10 minutes each to share, their secrets and best practises on breaking down silos and creating seamless experiences for their constituents and donors.

Learning objectives:
  • The five giving levels used by Carleton.
  • The systems put into place for each level.
  • How this is smoothed annual giving and major giving overlap.

Small Shop Reality Check: Re-aligning Alumni Engagement and Fundraising
Anne Thibodeau - Manager, Philanthropy, Mount Saint Vincent University

The Advancement Department at Mount Saint Vincent University has recently realigned roles and responsibilities, and developed a more focused strategy on addressing gaps in its alumni donor base. Aligning alumni engagement with an integrated relationship management process is expected to ultimately support and enhance alumni philanthropy.

Learning objectives:
  • Marrying alumni engagement and fundraising
  • Small shop opportunities and challenges
  • Alumni fundraising strategies (or execution) working with limited staff and budget resources

Collaboration is Everything
Linda Flynn - Associate Vice-President, Office of Development and Alumni Affairs, and President, Durham College

This presentation shows how Durham College has integrated its Development and Alumni portfolios for seamless relationship management within their department as well as with the broader institution. It will demonstrate the importance of building trust, giving back and use of technology impacted results at Durham College.

Learning objectives:
  • Importance of integrating Development and Alumni portfolios
  • How DC elevated profile of Development and Alumni Relations for collaboration throughout the broader institution
  • 3- That the best way to gain support is to give support.

University of Guelph - a focus on being donor centered
Tara McNeice - Acting Associate Director, Annual Giving, University of Guelph
Jana Miller - Alumni Advancement Manager, University of Guelph

The University of Guelph has a developed guideline for annual and major giving, however we focus on the relationship first and what is best for the donor when moving gifts from annual to major giving. It is not uncommon for a gift to move relationships, but for the most part, the gift will remain with the relationship manager. Coaching and cooperation happens a lot in our department between our annual and major giving teams. Is this the best way we should pursue this donor transition is a question we often ask ourselves. While we want the growth opportunity for our annual giving fundraisers, and the exposure to major giving, we know supporting a donor in making a large contribution takes a lot of time and energy that should otherwise be focused on their annual giving priorities- it’s a balance for sure!

Learning objectives:
  • Learn how focusing on donors first, helps guide strategy and decisions
  • Discover how coaching and cooperation is an intergral part of our day to day activities
  • Learn ways to balance priorities to maximize time, donor capacity and officer efficiency

Streamlining the Annual Giving - Major Gift Connection
Trizana Parillo - Development Officer in Leadership Annual Giving, Concordia University

This snap session presentation will look at how Concordia is looking to strengthen the connection between its Annual Giving and Major Gift officers and maximize leadership level donations across the university while continuing to support Major Gift and Planned Giving ambitions

Learning objectives:
  • How Concordia identified opportunities for more synergies between Annual Giving and Major Gifts
  • What support and resources Annual Giving offers to Major Gifts
  • What support and resources Major Gifts offers to Annual Giving