Stewardship & Donor Relations Summit

November 7-8, 2018

Registration
Member: $215
Potential member: $315

 

 
Wednesday November 7, 2018

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

Registration & Breakfast

9:05 a.m.- 10:05 a.m.

Opening Plenary: Penelope Burk

10:05 a.m.- 10:30 a.m.

Break

10:30 a.m. - 12:00 p.m.

The Art & Science of Donor Relations Reporting.
Jodi Snowdon, Director, Donor Relations, Queen’s University

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

Lunch

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

Stewarding the Inner Circle.
Elizabeth DiSabato, Stewardship Specialist, Carleton University.
Mark Savenkoff, Director, Alumni and Donor Relations, Carleton University

2:00 p.m. - 2:15 p.m.

Break

2:15 p.m. - 2:45 p.m.

Snapshot: Central vs Decentralized

2:45 p.m. - 4:00 p.m.

"Off the Record" Discussion

 
Thursday November 8th 2018

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

Breakfast

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

Round Tables

10:15 a.m. - 11:15 a.m.

The Good, the Bad and (dare we say?!) the Ugly side of Stewardship.
Jenny Thomson, Senior Development Officer, Annual Giving, McMaster University
Susan Wright, Director, Stewardship & Donor Relations, McMaster University

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

Break

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

Everything is connected: building a holistic stewardship strategy for principal gift donors.
Jessica Kamphorst, Executive Director, Stewardship, University of Toronto

 

Summit Close and Boxed Lunch on departure

Sheraton Hamilton Hotel

116 King Street West, Hamilton, ON

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

Rates start at $189 (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 October 7, 2018 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 Stewardship and Donor Relations Summit.

 

 

Speakers

Sessions

Stewarding the Inner Circle
Elizabeth DiSabato - Stewardship Specialist, Carleton University
Mark Savenkoff - Director, Alumni and Donor Relations, Carleton University

Relationships are complex. And never is this truer than when we ask our staff, faculty, senior administration and board members to donate, and they do. We encourage 100% participation in our fundraising campaigns, but then what does it mean for our stewardship processes when our colleagues, bosses and leadership teams become prospects and donors? How do things need to change when we steward our inner circle. What happens when the team members who would typically be involved in stewarding donors need stewarding themselves?

This impacts everything from policies and strategy to gift agreements and event invitations. Does the dean attend a donor event as a thank you, or to be recognized for the generosity to their faculty? Who writes the agreement when the gift agreement officer makes their own major gift? How do acceptance and naming policies get approved by those affected? When people leave their paid positions, how does the donor-relationship change?

Join a facilitated conversation with Elizabeth DiSabato, Stewardship Specialist, Carleton University, and Mark Savenkoff, Director, Alumni and Donor Relations, Carleton University, as they unpack how personalized stewardship strategies are influenced by the unique (and numerous) affiliations our donors have with our institutions.

Objectives:
  • Identifying non-donor-related affiliations that influence the relationship an individual has with an institution
  • Exploring how stewardship changes when relationship factors change, and the impractical nature of business as usual
  • Evaluating the risks of over/under stewarding the inner circle, and the potential for conflicts of interest

The Art & Science of Donor Relations Reporting
Jodi Snowdon - Director, Stewardship & Benefactor Relations, Queen’s University

This Session will focus on donor relations reporting with emphasis on customize impact reports followed by a group discussion about endowed fund reports. Learn to how to create highly personal, deeply meaningful impact reports that celebrate your donors and highlight the difference they have made on campus. We will cover the process from start to finish- from establishing criteria to prioritizing reports, collaborating with faculties and relationship managers, to the moment of delivery. We will also cover how to use this model for mass group impact reporting. Then, we will open the floor for discussion and questions about endowed fund reporting. Samples welcome and encouraged!

Objectives:
  • How to create custom impact reports for key donors
  • What criteria to consider to help prioritize and manage reports
  • How to partner with faculties and relationship managers on this initiative

The Good, the Bad and (dare we say?!) the Ugly side of Stewardship
Jenny Thomson - Senior Development Officer, Annual Giving, McMaster University
Susan Wright - Director, Stewardship & Donor Relations, McMaster University

Sometimes our ideas are a great success, and then at times, we falter a little, learn some great lessons and move on! Whether it’s annual fund strategies, or stewardship implementation for principal level donors, Jenny and Susan will share some lessons they have learned from their many years in the field.

Objectives:
  • Learn from McMaster's practices and identify opportunities that can be scaled to fit your own Institution
  • Recognize you are not alone and that EVERY idea, may not be a good one!
  • Identify some new and perhaps different ideas for your own shop

Everything is connected: building a holistic stewardship strategy for principal gift donors
Jessica Kamphorst - Executive Director, Stewardship, University of Toronto

Stewarding transformational donors is a team sport. At U of T, we are in the process of building a new strategy and system for demonstrating impact and building relationships with our most generous benefactors. Doing this well will require balancing and understanding the needs of many stakeholders, while championing the goals and needs of our donors.

Objectives:
  • A model for principal gift stewardship strategy integrating multiple stakeholders in your institution
  • When to customize and when to programatize
  • Where stewardship and cultivation plans connect
  • Segmentation and prioritizing within the major donor group