Major Gift Summit

October 17-18, 2018

Two separate events held concurrently in the same location.

Delta Hotels Toronto Airport & Conference Centre
655 Dixon Road
Toronto, ON

October 17-18, 2018

Member: $215
Potential member: $315

Platinum Sponsors:

Industrial Alliance KCI




Sessions & Presenters

Hotel & Travel



Wednesday October 17

8:00 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
with Penelope Burk

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


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.


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

Guided round tables

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


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.


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 and Erin Matthews, CFRE, Manager, Development, DeGroote School of Business, McMaster University

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


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

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


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.


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 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 at the 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.


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