Advancement Services Summit

All sessions now available on demand

Supported by:
ANTHOLOGY Final Primary Logos NOTAG RGB Black

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.


Registration Packages

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

Potential member:

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

REGISTER


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST

 

Sessions


Greg Reid
Greg Reid

Webinar recording available on demand with registration
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

Webinar recording available on demand with registration
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

Webinar recording available on demand with registration
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

Webinar recording available on demand with registration
Fundraising Big Data - Donor Behaviour in the Canadian Educational

...

Advancement Services Summit 2021

October 5, 19 & 26 - 1 p.m. & 3 p.m. ET daily

Supported by:
ANTHOLOGY Final Primary Logos NOTAG RGB Black

The 2021 Advancement Services Summit program will be delivered over a set number of weeks in a virtual format. Each presentation will be live, and attendees will have a chance to pose questions and engage with the presenter and other attendees via a live chat function.

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.


Thank you to CCAE’s Fall Education Program Sponsors
blackbaud dp logo version 6 52x 100

Registration Packages

Member: 
Full Summit Package: $225 (access to all sessions)
Package of 3 sessions: $120 (access to 3 sessions of your choice)
Single Session: $55 (access to the session of your choice)

Potential member:

Full Summit Package: $335 (access to all sessions)
Package of 3 sessions: $180 (access to 3 sessions of your choice)
Single Session: $75 (access to the session of your choice)

REGISTER

Top value for your team! (applies to members only)
Take advantage of the CCAE Group Package by registering 5 or more team members from your school and save $50.
To access the group package rate, enter in discount code ADServ5PLUS.
NOTE: the discount is only applicable to the Full Summit Package & CCAE members only.

This event is eligible for the CCAE Education Access Fund
All CCAE members have access to a $1,000 credit to use on CCAE events until April 30th, 2022. Learn more about the fund here.

For questions, contact admin@ccaecanada.org

 

Sessions


Shelly Baker
Shelly Baker

David Bass
David Bass

Cara Giocomini
Cara Giocomini

October 5th, at 1 p.m. ET
The NEW CASE Global Reporting Standards in the Canadian Context: Why you need to start using them now

Shelly Baker, Director, Advancement Services, Wilfrid Laurier University
David Bass, Senior Director of Research, Council for Advancement and Support of Education (CASE)
Cara Giocomini, Vice President, Data, Research, and Technology, Council for Advancement and Support of Education (CASE)

The CASE Global Reporting Standards (previously the CASE Reporting Standards and Management Guidelines) is a common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe. The document contains both industry standards on how to report on donations for your own internal reporting and campaign counting purposes, and management guidelines that include best practice recommendations for the management of your fundraising operation. For Advancement Services, these standards form a valuable tool for benchmarking, training and knowledge transfer.

Member of the CASE working group and lead writer for the Canadian Supplement, Shelly Baker will share why the component is vital to Advancement Shops and professionals at all stages in their career and what it means in aligning intention, practice, and tactic.

Learning Objectives:

  • Gain skills to interpret and apply best practices in counting and fundraising operations for your institution
  • Understand why you need to use the standard and what is specific to the Canadian context
  • Learn how to scale the standards and how to implement in your shop

Carlye Brash
Carlye Brash

Timothy Wowk
Timothy Wowk

October 5th, at 3 p.m. ET
The Briefcase Reports Revisited: Impact and Lessons Learned

Carlye Brash, Prospect Management Analyst, Queen’s University
Timothy Wowk, Director, Prospect Research Group, Queen’s University

In September 2020, the Advancement Research Group at Queen’s University introduced a series of three dashboards colloquially known as the “Briefcase Reports”. The dashboards focus on supporting frontline fundraisers and scorecard metrics for proposal pipeline, pool coverage and time in stage KPI’s. This session will explore the impact of the Briefcase initiative on fundraising activity at Queen’s University and lessons learned.

Learning Objectives:

  • Learn how an innovative suite of dashboards can drive frontline fundraiser activity;
  • Gain insight on the importance of underpinning visualizations with clearly identified business needs;
  • Improve understanding of dashboard development and gain insight into opportunities and pitfalls when creating visualizations.

discussion session

October 19th, at 1 p.m. ET
Festivus - for the restovus: Discussion Session

No grievances to share, no problem! During in-person opportunities some of the best exchanges happen over meals, coffee and informal social gatherings (impromptu dinner anyone?)

In a virtual space, CCAE has to work a little harder to create those moments. This discussion session will serve to bring together attendees for smaller, unscripted informal (and unrecorded) group discussions.

CCAE will provide some pre-populated topics for inspiration or folks can decide to discuss whatever is pressing at the time.

Group sizes will be small, (3-4 people) and CCAE will change the groups twice.

Learning Objectives:

  • Spend time, in small groups, to discuss matters that matter TO YOU!
  • Allow opportunities to network and connect in small groups by role, school, and location.
  • Share with (and lean on) your colleagues about challenges, wins and current projects.

To submit some topics for discussion, please visit: https://app.sli.do/event/z09x4prv


Mai Bui
Mai Bui

October 19th, at 3 p.m. ET
Unleash your Insights: Dashboarding to Enhance the Impact and Accessibility of Fundraising Analytics

Mai Bui, Manager of Data Analytics, University of British Columbia

Advancement services play a significant role in capturing, generating, and managing fundraising data, as well as leveraging that data for strategic knowledge to support frontline fundraisers. As the need for data-driven insights increases, data and research teams can become inundated with requests for analysis, creating a backlog of tickets and long turnaround times. In some advancement shops, fundraisers have access to query the CRM themselves. But the time and expertise needed wrangle that information into actionable insights can serve as a barrier to engaging with the data in meaningful ways. Moreover, without proper guidance, the information could be misinterpreted, which might mislead the decision-making process. Learn how the use of dashboarding tools can help you create self-service

...

Colleges & Institutes Advancement Summit

Colleges Advancement Summit
October 13 - November 10, 2021
Wednesdays at 1 p.m. & 3 p.m. ET

In partnership with :
GP Canada

Supported by :
ANTHOLOGY Final Primary Logos NOTAG RGB Black

In collaboration with :
cican

CCAE and Global Philanthropic Canada are excited to bring together advancement professionals for the second Colleges & Institutes Advancement Summit. The 2021 Colleges & Institutes Advancement Summit program will be delivered every Wednesday, with 2 sessions once a week, over 5 weeks. Each session will be live, and attendees will have a chance to pose questions and engage with the presenter and other attendees via a live chat function. Topics will range across disciplines and feature ample time for discussion and collaboration.


Thank you to CCAE’s Fall Education Program Sponsors
blackbaud dp logo version 6 52x 100

Registration Packages

Member: 
Full Summit Package: $225 (access to all sessions)
Package of 3 sessions: $120 (access to 3 sessions of your choice)
Single Session: $55 (access to the session of your choice)

Potential member:

Full Summit Package: $335 (access to all sessions)
Package of 3 sessions: $180 (access to 3 sessions of your choice)
Single Session: $75 (access to the session of your choice)

REGISTER

Top value for your team!  (applies to CCAE members only)
Take advantage of the CCAE Group Package by registering 5 or more team members from your school and save $50.
To access the group package rate, enter in discount code Coll5PLUS.
NOTE: the discount is only applicable to the Full Summit Package & CCAE members only.

This event is eligible for the CCAE Education Access Fund
All CCAE members have access to a $1,000 credit to use on CCAE events until April 30th, 2022. Learn more about the fund here.

For questions, contact admin@ccaecanada.org

 

Schedule


Wednesday, October 13, 2021


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








3:00 p.m. - 4:00 p.m. ET

The 2.0 Student: How reskilling, upskilling and reshaping skills is driving the next generation of College Students
Paul Carter, Dean, School of Continuing Education, Saskatchewan Polytechnic
Linda Flynn, MA, CFRE (she/her/hers), Executive Director, Durham College Foundation, & Associate Vice President, Development and Alumni Affairs, Durham College
Dr. Alexander (Sandy) MacDonald, President, Holland College
Moderator: Guy Mallabone, President & CEO, Global Philanthropic Inc.

Actionable Insights and Emerging Data Trends for Advancement Leaders
Chris Krackeler, President and General Manager, Blackbaud Higher Education Solutions


Wednesday, October 20, 2021


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




3:00 p.m. - 4:00 p.m. ET

The Power of Volunteers
Sandra Dufresne, Executive Director of Advancement, Lethbridge College
Oliver Twizell, Director, Development and Alumni Engagement, Lethbridge College

Let’s Get Personal: Re-Thinking Stewardship in 2021
Sandra Harris, Executive Director, Office of Development & Alumni Engagement, Centennial College
Emma Dunk, Director Development, Donor Relations and Events, Centennial College


Wednesday, October 27, 2021


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



3:00 p.m. - 4:00 p.m. ET

Partnering with Industry : a few tips
Suzanne Bélanger,  Director Advancement and Alumni Relations, École de technologie supérieure 

Cultivating Authentic Indigenous Relations into your Advancement Program
Jody Kitts, Director of Advancement & Alumni Engagement, Camosun College


Wednesday, November 3, 2021


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




3:00 p.m. - 4:00 p.m. ET

Bringing the Love: Increasing Alumni Engagement at Sheridan
Lesley Dean, Alumni Manager, Sheridan College
Jennifer Deighton, Director of Advancement & Alumni Relations, Sheridan College

Investing in Advancement - building your own Case for Support
Mark Savenkoff, Vice President, Advancement, Algonquin College


Wednesday, November 10, 2021


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



3:00 p.m. - 4:00 p.m. ET

Moving from a Culture of Fund Collecting vs Fundraising
Derrick Turner , Director Advancement & External Relations, Assiniboine Community College

Shaping the Future of College Education
Dr. Misheck Mwaba, PhD., P.Eng, President and CEO, Bow Valley College


 

Sessions


Paul Carter
Paul Carter

Linda Flynn
Linda Flynn

Dr. Alexander (Sandy) MacDonald
Dr. Alexander (Sandy) MacDonald

Guy Mallabone
Guy Mallabone
Moderator

Wednesday, October 13, 2021 @ 1 p.m. ET
The 2.0 Student: How reskilling, upskilling and reshaping skills is driving the next generation of College Students

Paul Carter, Dean, School of Continuing Education, Saskatchewan Polytechnic
Linda Flynn, MA, CFRE (she/her/hers), Executive Director, Durham College Foundation, & Associate vice president, Development and Alumni Affairs, Durham College
Dr. Alexander (Sandy) MacDonald, President, Holland College
Moderator: Guy Mallabone, President & CEO, Global Philanthropic Inc.

Colleges, institutes, Polytechniques, and cégeps are being challenged to create programs that align with rapidly changing industry needs, and successively the needs of their students. Although the challenges and types of skills the next generation of students & industry leaders seek are distinct to their regions and localities (not to mention varying levels of provincial support), there are lessons to be learned and adapted that can fit all institutions. This session features 3 diverse institutions from

...

Colleges Advancement Summit

All sessions now available on demand

Presenting Partner:
Global10YearLogo

Colleges, Institutes, Cegeps and Polytechniques provide thousands of cutting-edge education and training programs to students all over the Country & advancement shops in this space are doing top-notch work. CCAE is excited to bring together its professionals in this space for the first ever Colleges Advancement Summit.

Topics range across disciplines and feature ample time for discussion and collaboration.


Registration Packages

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

Potential member:

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

REGISTER


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST

 

Sessions


Webinar recording available on demand with registration
Opening Discussion

Michelle Bussey, Executive Director, NSCC Foundation and Alumni Relations, Nova Scotia Community College
Paul McCullough, Vice President Advancement, British Columbia Institute of Technology
Gillian Sneddon, Executive Director, Advancement, Fanshawe College
Facilitator: Guy Mallabone, President and CEO, Global Philanthropic

CCAE is excited to open the Colleges Advancement Summit with four pivotal panelists through an intriguing online discussion format. The discussion will consist of topics that pertain to the challenges and innovations that impact the College and Institute space. Attendees will gain solutions on key issues College advancement professionals face today, and prepare them for the future.

Questions will be collected during the registration process and the group address some of the items below.

  • What might the next 12 months look like for college advancement teams?
  • Building better strategies that are adaptive to a sudden change of pace.
  • How to engage College alumni virtually?
  • Demonstrating the value of alumni relations and fundraising to leadership
  • Strength in numbers and tackling challenges faced by College teams shops – how can problems be solved together as a network?

Should items go unanswered during the session, CCAE will circulate an offline document for presenter feedback and share it with all registered attendees.

Learning Objectives:

  • Hear different perspectives on how Colleges are approaching similar issues. This will provide the chance to reflect on one’s own shop and procedures.
  • Learn how and why, certain activities are being prioritized in response to current and future climate.
  • Identify areas of opportunity that may be taking place in other shops, that can be implemented locally.

Michelle BusseyMichelle Bussey

Paul McCulloughPaul McCullough

Gillian SneddonGillian Sneddon

Guy MallaboneGuy Mallabone

 

Moira Gookstetter
Moira Gookstetter

Webinar recording available on demand with registration
Making the Case to Grow your Advancement Shop

Moira Gookstetter, MA, CFRE, Executive Director, Langara College Foundation

Which comes first the investment in people or proof of dollars raised? How do you make the case to your senior leadership team and your colleagues to invest time and resources into Advancement? And can you do this without new or limited financial investments? This session will explore one way to accomplish this through Game Plan INSPIRE; to grow Advancement teams and see the benefits across campus with increased fundraising and alumni relations engagement.

Learning Objectives

  • Organizational Readiness for fundraising
  • Comprehensive Campaign planning and implementation
  • Training and education your fundraising team

Pete Lasher
Pete Lasher

Amanda Fritz
Amanda Fritz

Webinar recording available on demand with registration
How volunteers can enhance fundraising efforts

Pete Lasher, Senior Vice President, Grenzebach Glier + Associates
Amanda Fritz, CFRE, MPNL, Associate Director, Campaign Leadership, McGill University

Volunteers can add extraordinary value to our fundraising efforts if we can deploy them effectively. The session will explore different strategies for engaging volunteers in the identification, cultivation, solicitation and stewardship of prospective donors.

Learning Objectives

  • Understand the best way to leverage volunteers in the development process
  • Understand the importance of aligning volunteer activity with fundraising strategy
  • Understand the benefits and drawbacks of volunteer
...

Development Summit

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.


Registration Packages

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

Potential member:

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

REGISTER


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST

 

Sessions


Kristy
Kristy Rousseau

Webinar recording available on demand with registration
Shifting Strategies: Fundraising in a time of Constant Change

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.

Learning Objectives

  • 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

Webinar recording available on demand with registration
De-mystifying Transformational Philanthropy - Building capacity for large gifts

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.

Learning Objectives

  • 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

Maria Hartery
Maria Hartery

Webinar recording available on demand with registration
Having a financial discussion with a donor – when you are not a financial expert

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.

Learning Objectives

  • 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
Karen McQuigge

Mirko Widenhorn
Mirko Widenhorn

Webinar recording available on demand with registration
Gamification: Improving Engagement and Giving

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

...

Stewardship & Donor Relations Summit

All sessions now available on demand

Consistency, communication, and collaboration are key factors in building strong relationships with institution stakeholders. This summit program is designed to cover a variety of topics to demonstrate the unique ways professionals across Canada are working to engage donors, elevate relationships and share their campus stories.

Topics will range across disciplines and feature ample time for discussion and collaboration.


Registration Packages

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

Potential member:

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

REGISTER


Get the most out of the discussion:

DOWNLOAD THE ATTENDEE KIT

ATTENDEE LIST


Sessions


Tracey Bailey
Tracey Bailey

Webinar recording available on demand with registration
Innovating stewardship communications
Tracey Bailey -Special Advisor, Development, McMaster University

The simple definition of innovating: make changes in something established, especially by introducing new methods, ideas and products. In the stewardship portfolio you are responsible for nourishing the donor’s experience of your institution’s promises through a variety of activities, events, publications and correspondence. At the moment we have too many communications channels to choose from and the rise of individualism which challenges our ability and resources to speak to all our donors personally and authentically. Add a pandemic into the mix and we are working hard to reinvent our practises. In this chaos, opportunities for stewardship innovation abound. Focusing on written communications (and yes, videos and visuals) we will explore both the technical and creative strategies to help you sustain deep, meaningful, emotional and personal relationships with your donors.

Learning Objectives
  • Build an ecosystem across your institution that will provide you with the rich content you share with your donors
  • Work with communications to make your correspondence, reports and stories more personal, intriguing and engaging
  • Develop and communicate about your strategic stewardship communications plan and share ideas for shaking up stewardship communications

Ashleigh ManktelowAshleigh Manktelow

Virginia RoeVirginia Roe

Webinar recording available on demand with registration
Stewarding the $200M Gift: The Case of John and Marcy McCall MacBain
Ashleigh Manktelow -Director of Donor and Volunteer Engagement, McGill University
Virginia Roe -Associate Director, Donor Relations, McGill University

On February 13, 2019, John and Marcy McCall MacBain announced that they were donating $200M to McGill University to create the McCall MacBain Scholarships at McGill, the single largest gift ever received by a Canadian organization. But visionary gifts like this one are not made overnight.

In this session, we will speak to the factors that led the McCall MacBains to make this transformational gift and explore the role of stewardship in leading donors to their full gift-giving potential.

Learning Objectives
  • Factors that contribute to making donor dreams a reality (and our University’s dreams too!) – hint: capacity of institution and collaboration are key
  • How Volunteerism plays an important role in creating purpose for donors
  • How Stewardship plays an important role in closing multimillion dollar gifts

John Davies

John Davies

Webinar recording available on demand with registration
Stewardship and the creation and maintenance of long-term relationships that lead to a continued flow of increasingly larger significant gifts
John Davies M.A. -Partner and Senior Consultant, Global Philanthropic Inc.

This session will serve to highlight the importance of stewardship in increasing the size and frequency of major gifts, including the key pitfalls to avoid and important cultural sensitivities that must be observed. Case studies will be presented and discussed.

Learning Objectives
  • An insight into trends that are shaping a new fundraising world
  • The importance of long-term planning and the critically important role of stewardship in the giving cycle
  • How accurate and constant research is playing an increasingly larger role in securing gifts that make a difference

Sarah Sims
Sarah Sims

Webinar recording available on demand with registration
Brace for Impact: Donor Reports that Resonate
Sarah Sims -Executive Director, Donor Relations, University of Florida, and Consultant, Donor Relations Guru Group
https://www.donorrelationsguru.com/sarah

...