Sessions and Presenters

The impact of a pre-campaign survey

Doug Mann, Executive Director of Philanthropy & Alumni at Trinity College School; and Michael Sinkus, Senior Consultant and former President, Marts & Lundy

In fall 2017, Trinity College School celebrated the conclusion of its 150th anniversary fund raising campaign which raised $48.8 million. A pre-campaign survey completed by Marts & Lundy was a critical first step for the campaign as responses necessitated important changes to the case for support.

Attendees at this session will:

  1. Learn about the important role of pre-campaign planning to a successful major campaign.
  2. Understand the impact of a well-designed survey on case development, donor cultivation and data enhancement.


Doug Mann, Executive Director of Philanthropy & Alumni at Trinity College School

Doug Mann worked for a few years in federal and provincial politics after university before starting his career in advancement in 1990 after moving to Halifax. He began knocking on doors, including the advancement office at Saint Mary’s University, where he started as Annual Fund assistant.

Doug has been almost exclusively a campaign/major gifts professional. Aside from one year working in annual giving, he has spent the past 20 years working on 9 different major campaigns. He was a Development Officer on SMU’s second comprehensive campaign in the early 1990s, followed by 9 years with KCI Ketchum Canada as a campaign director in Fredericton, Moncton, Ottawa and Calgary.

Doug served as Associate Vice President, Development at the University of Alberta and Campaign Director for much of their centenary campaign, which ended in 2008. He moved to the independent school sector with Trinity College School in 2007 and is presently leading a major campaign.


Knowing, growing, building our significance: Using strategic engagement to advance a culture of giving

Kirsten Eastwood, Executive Director, Community Development, TMS

In 2016, TMS embarked on a process to set the school’s future direction. This strategic journey was intentionally collaborative and consultative to engage students, parents, staff, and alumni. A key emerging strategy was to advance a culture of giving - a welcoming environment with equal value on time, talent and treasure.

With a clear focus on “knowing, growing and building our significance”, TMS is launching an exciting new phase. Through this interactive presentation, we will share how an authentic vision and strategy can engage a community to build a committed volunteer base and mobilize a robust annual giving program and capital campaign.

This session will:

  1. Share the TMS approach to community development.
  2. Share the value of strategic planning and engagement in developing a culture of giving.
  3. Send out a clear call to action in creating a knowledge-sharing community of practice among independent schools.


Kirsten Eastwood, Executive Director, Community Development, TMS

Kirsten Eastwood is a social innovator with leadership experience in the non-profit, government and private sectors and over 10 years as an entrepreneur. As Executive Director, Community Development, TMS Kirsten is responsible for the marketing, communications, advancement and admissions functions of this unique independent school. She was highly involved in developing Significance - TMS’s recent strategic direction-setting process. Kirsten is a graduate of Ridley College and has university degrees from York University and the University of Waterloo.


Rock your annual fund!

Chad Holtum, Deputy Head and Mary Anne Marchildon, Manager of the Annual Fund, Glenlyon Norfolk School

Find out how one school tripled parent participation rates and dollars raised in only 3 short years, and learn how you can do it too! We all know the annual fund is the backbone of every school’s fundraising efforts. Learn how to empower your donors to harness the true strength of your school community!

Participants in this session will learn:

  1. The power and practices of face to face meetings.
  2. The keys to working successfully with your Admissions Department.
  3. How to engage staff to achieve 91% participation in your annual fund.


Chad Holtum, Deputy Head, Glenlyon Norfolk School, Victoria, BC

Chad oversees the school's Advancement Office and is responsible for admissions, fundraising, marketing and communications and external relations. This is Chad’s 5th year at GNS, and his 16th at an independent school. He also worked at Lakeside Prep, Queen Margaret’s School and Shawnigan Lake School. Chad enjoys his role as it affords him the privilege of cultivating relationships with students and families at every stage of their school journey. Chad lives in Victoria with his wife, Erica, and two young sons (and GNS students), Nathan and Andrew.


Mary Anne Marchildon, Manager of the Annual Fund, Glenlyon Norfolk School

While Mary Anne has served for 3 years as the Annual Fund Manager at Glenlyon Norfolk School (a day school with 700 students), she has been a GNS parent for 13 years. Her daughter, Maddy, graduated in June 2016. Mary Anne's background is in sales. She owned her own interior decorating business and won Franchise Owner of the Year out of 1,100 franchises worldwide. When talking about Glenlyon Norfolk School, you can always hear Mary Anne say: "I love this school!"


Our campaign: launch to wrap - What we learned on the road to raising $33.1M

Bishop Strachan School

It is a really good feeling to announce that big, final, impressive number at the end of a campaign, but we all know it wasn’t easy getting there: we had setbacks, delays, exits and “I never thought that would happen!” moments. There were also upticks, pleasant surprises and support.

This is an interactive discussion led by members of The Bishop Strachan School Advancement team.

Participants in this session will learn:

  1. How a campaign can increase community engagement locally and abroad.
  2. The importance of full school buy-in and collaboration.
  3. How to leverage your volunteers and Head of School for fundraising success.

It's not "just" a logo…

Jennifer Bizzarri, Senior Consultant, Offord Group

Come hear how one small school--without a massive marketing budget--underwent a refresh of their visual identity. Learn why they chose to do it, what was important about the process, what went right (and what went wrong), and how it connects to everything from student recruitment to alumni relations to fundraising.

Participants in this session will learn about:

  1. Both the value and ROI on refreshing your institutional visual identity.
  2. The process and strategy required to launch a new visual identity.
  3. The connection between communications and other aspects of school life.


Jennifer Bizzarri, Senior Consultant, Offord Group

Jennifer began her career as a McConnell Fellow working out of McMaster University in 1994. Since then she has worked in fundraising and communications for universities, arts organizations and independent schools. She was a founding member of the senior advancement team at Greenwood College School, where she worked for seven years. Since 2014 she has been working with the Offord Group across the education, arts health and social service sectors. Her independent school clients include Montcrest School, Royal St. George's College, St. Mildred's Lightbourne School, and Ashbury College.


One day together: A guide to successful giving days

Elizabeth Kendall, Director of Annual Giving, Stevenson School

An interactive look at how social media-based flash fundraising campaigns can positively transform alumni relations and donor engagement. Learn how an 18-hour giving day inspired more than 600 gifts, 11% of the annual fund goal, and more than 180 new or lapsed donors, two years in a row. Delve into transformational stories, tips and data from the day and learn how to engage donors of ages 18-90 online.

Participants in this session will learn:

  1. How to fully plan and lead a successful giving day by working closely with class agents, trustees, your Head of School, school leaders, and current students.
  2. How to engage your constituency online and reignite their connection to the school.
  3. Easy-to-use visual, interactive and social media tools for a successful giving day.


Elizabeth Kendall, Director of Annual Giving, Stevenson School

Stevenson School is a PK-Grade 12 boarding and day school in Pebble Beach, California. From 2014-16, Elizabeth Kendall worked in annual giving at Holderness School in Holderness, New Hampshire, where she led two 18-hour giving days that resulted in one-thing of annual gifts, 10% of the year’s annual fund dollars, and countless connections with the school rekindled in one day. She has presented on the topic of giving days at TABS, CASE District 1, and CASE NAIS.


Achieving greater major gifts

John Davies, Senior Consultant, Global Philanthropic

As campaigns and fundraising goals inexorably increase, the need to continue growing the pool of significant donors becomes vitally important. This session will demonstrate tactics and the methodology of successfully engaging, cultivating and securing ever-increasing gifts.

Participants in this session will gain:

  1. Strategies for increasing the size and frequency of major gifts.
  2. Awareness of the possible.


John Davies, Senior Consultant, Global Philanthropic

John Davies (J.D.), a Senior Consultant and Independent School specialist at Global Philanthropic, has spent his career in education, including 20 years at Shawnigan Lake School on Vancouver Island. Shawnigan Lake School, a leader in independent boarding school education, made a significant investment in its future by supporting a bold advancement strategy. John, a passionate advocate of independent school education, served as Director of the Shawnigan Foundation for 12 years. At Shawnigan he has also served as an English teacher, Housemaster, Director of Advancement, Deputy Headmaster and coach of rugby and basketball.

In his role as Director, The Shawnigan Foundation, John pioneered the concept of major gift fundraising in Canada’s independent schools. John’s delivery of philanthropic leadership and independent school fundraising has taken him to Britain, USA, China, Denmark, Hong Kong, Thailand, Singapore, Malaysia, Taiwan, Saudi Arabia and U.A.E. His single-minded focus on major gift philanthropy and board development has enabled many schools to attract significant resources.

John represents Global Philanthropic with private school clients across Canada and Asia and is a sought-after speaker on all aspects of independent schools, especially on the creation of all-encompassing advancement programs, focusing on capital campaigns and annual fund strategies. His lengthy experience in China is considered a significant asset by his clients.

John is the Past-President of the Vancouver Island Chapter of AFP.  He was honoured in 2011 with the prestigious CAISAP Heaman Award for his contributions to philanthropy in Canada. John obtained an M.A. from the University of Victoria in Curriculum Studies.

Other topics and presenters include:


Planned giving - Leveraging insurance gifts

St. Andrew’s College

How admissions can help with fundraising

Christina Barwinsky, St. John’s Ravenscourt School

Stewardship and recognition at various levels

Susan Rankin & Karen McQuigge, McMaster University

National Partners


2017 CCAE National Conference Sponsors



Manulife  Tempo Framing


Canada Life 



The Offord Group Tourism Hamilton



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 Global Philanthropic