Major Gift Summit

Join CCAE and your peers this October, for a day and a half showcase of the latest innovations and trends in Major Gifts 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 major gift practices and trends.

October 17-18, 2018

Registration
Member: $215
Potential member: $315

 

Attend with your Annual Giving 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.

Plenary: 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

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

Break

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

Building a strong prospect pipeline and creating great habits
Jennifer Williams, CFRE, Director of Advancement, Lawrence S. Bloomberg Faculty of Nursing, University of Toronto

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.

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

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

Break

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

Blurring the lines between major and planned giving 
Heather Colwell, CFRE, Manager, Development, Faculty of Science, University Advancement, McMaster University
Erin Matthews, CFRE, Manager, Development, DeGroote School of Business, McMaster University

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

Break

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

Reinvigorating and Integrating Planned Giving in a small shop environment
Michelle Kerr, CFRE, Director of Development at Brock University

 

Thursday October 18

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

Breakfast

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

From First Meeting to Making the Ask and Everything in Between 
Amanda Fritz, CFRE, Senior Philanthropy Officer, Primary Gifts, McGill University
Alexis Gaiptman, CFRE, Associate Director, Major Gifts – Advancement, The Montreal Neurological Institute (McGill University)

10:00 a.m. - 10:15 a.m.

Break

10:15 a.m. - 11:15 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

11:15 a.m. - 11:30 p.m.

Break

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

12:30 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

Building a strong prospect pipeline and creating great habits
Jennifer Williams - CFRE, Director of Advancement Lawrence S. Bloomberg Faculty of Nursing, University of Toronto

Have you ever been a list of ‘your prospects’? Perhaps on your first day or with staffing changes. What do you do with the list? Who else should you talk to? How do you move people forward? This session will engage you in conversations about maximizing giving on your existing list and identifying and qualifying new prospects. We will also spend sometime discussing good habits to consider adopting as you manage the day-to-day activities.

Objectives:
  • Understand how to identify and qualify prospects in a variety of ways, from a variety of sources
  • Learn about when to take someone off your list – and what to do with them
  • Discuss some key habits to consider for day-to-day success

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

Blurring the lines between major and planned giving
Heather Colwell, CFRE - Manager, Development, Faculty of Science, University Advancement, McMaster University
Erin Matthews, CFRE - Manager, Development, DeGroote School of Business, McMaster University

Gifts of securities, life insurance, RRSP’s and RIF’s. These are all terms you typically hear in a planned giving shop. However, in our experience, it’s not that black and white. There are many opportunities in cultivating current major gifts to weave in techniques that often live in gift planning departments. Through real-life examples we will share tips and tricks on how these techniques can be effective in helping your donors maximize their philanthropic impact while raising more for your institution.

Objectives:
  • Techniques for maximizing total giving
  • Basic understanding of giving vehicles
  • Strategies to integrate major and planned giving together in donor conversations

Reinvigorating and Integrating Planned Giving in a small shop environment
Michelle Kerr, CFRE - Manager, Development, Faculty of Science, University Advancement, McMaster University

By making small changes and smart investments, Brock University doubled their planned giving inquiries and commitments over a two year period. This presentation will share details of work done to reimagine stewardship activity for Planned Giving donors and how Brock has taken the next steps in their involvement with CAGP and estate advisors to further grow this important area of philanthropy. Brock will also share how they managed this work and the staff and financial resources that were required. Attendees will leave the session with the ability to devise a short term (and longer term!) action plan to increase estate gifts to their organizations.

Objectives:
  • Learn how Brock University doubled their planned giving inquiries and commitments over a two year period
  • You will learn how a small investment in advertising and marketing helped increase discussions with donors about leaving a gift in their will
  • Learn how Planned Giving was integrated into each major gifts officers portfolio as well as into the daily activity of the Development and Alumni Office

From First Meeting to Making the Ask and Everything in Between
Amanda Fritz, CFRE - Senior Philanthropy Officer, Primary Gifts, McGill University.
Alexis Gaiptman - Alexis Gaiptman, CFRE, Associate Director, Major Gifts – Advancement, The Montreal Neurological Institute (McGill University). - Manager, Development, Faculty of Science, University Advancement, McMaster University

As McGill University prepares for its bicentennial celebration and gets ready for its corresponding campaign, we ask ourselves - how do we strengthen the relationships with our donors, colleagues and volunteers in order to raise money more efficiently and collaboratively? Regardless of this size of your shop and/or team, we will provide tips and tools that can help your major gift program yield success. This interactive session, which is relevant to all academic fundraising professionals in all roles, will encourage participants to use similar strategies and inspire creativity. Together, Amanda and Alexis will motivate you to embrace the unique challenges of developing a strong major program and explore adaptable solutions that make University fundraising successful from beginning to end.

Objectives:
  • How to build a collaborative cultivation work plan
  • How to identify and implement effective fundraising policies and procedures
  • erstand success beyond dollars

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