Annual Giving Summit

October 23-24, 2019

Manulife Office
250 Bloor St E
Toronto, Ontario 

Registration
Member: $225
Potential member: $335

REGISTER

 

Three awards are available, upon application, for the 2019 CCAE Annual Giving Summit. For further details and to apply click the link below

Annual Giving Summit Awards


Sponsored by:

Donor Perfect Canada


Hosted and supported by:

manulifenew2019

 

Wednesday October 23, 2019
3:30 p.m. - 4:00 p.m.   Registration
4:00 p.m. - 5:00 p.m. Syd Jackson Theatre 24hr Magic: Giving Days, A Panel Discussion

Panelists:
Danielle Mulligan, Annual Giving Officer, The University of Victoria
Jennifer Murray, Development Officer, Annual Giving, University of Waterloo
Nicholas Tonin, Annual Giving Officer, McGill University
5:00 p.m. - 8:00 p.m. 12th Floor Networking and Professional Learning Activities featuring two 20min Snap sessions:

Snap Session 1:
Uniquely Canadian: Highlights from the Inaugural Canada Direct Mail Benchmark Report
Ronen White, Philanthropic Counsel, Goodworks

Snap Session 2:
Why data matters - Major Donors might not be the expected prize - Multi-Channel Donors are the Hidden Treasure
Stéphanie Mathieu, International Marketing Coordinator, DonorPerfect

Drinks and Food will be served
8:00 p.m.   Evening Close
Thursday October 24, 2019
8:30 a.m. - 9:00 a.m.   Registration and Breakfast
9:00 a.m. - 9:05 a.m. International ABC Welcome and Land Acknowledgement
9:05 a.m. - 10:10 a.m. International ABC Metric analysis in strategic development: how to “read” your numbers
Katherine Boyce, Associate Director, Annual Giving, York University
10:10 a.m. - 10:30 a.m. International ABC Foyer Break
10:30 a.m. - 12:15 p.m. International ABC Student Involvement & Giving
Hear from three unique institutions and how they are working with students in different ways to fuel and foster giving.
3 x 30 minute presentations:


Engaging alumni worldwide through student ambassadors
Nicholas Tonin, Annual Giving Officer, McGill University

Student Philanthropy Associations: A Case Study
Ruby Misra, Annual Giving Officer, Carleton University

Building a Culture of Advancement within Student Service Units: A Conversation Guide
Jessica Wroblewski, Associate Director, Annual Giving, University of Waterloo
Andrew Geekie-Sousa, Operations Coordinator, AccessAbility Services, University of Waterloo
12:15 p.m. - 1:00 p.m. International ABC Foyer Lunch
1:00 p.m. - 2:00 p.m. International ABC A change is as good as a rest. A year of transition at Laurier
Ryan Brejak, Associate Director, Annual Giving, Wilfrid Laurier University
Katie Dagg, Annual Giving Officer, Wilfrid Laurier University
Sabrina Yorke, Development Officer, Annual Giving, Wilfrid Laurier University
Sharline Doss, Development Officer, Annual Giving, Wilfrid Laurier University
2:00 p.m. - 2:15 p.m. International ABC Foyer Break
2:15 p.m. - 3:45 p.m. International ABC "Dot, dot, dot" session 
Collaboration and foresight are key in planning. In this "dot, dot, dot and giving" session, hear three unique visions on how Institutions are fueling giving by focusing on different areas and avenues.
Research...and giving
Stewardship...and giving
Planning...and giving 

3 x 30 minute presentations:

What Do Millennial Alumni Really Want? Integrating Sustainability to Drive Engagement
Carly Blyth, Web Analyst, Alumni Affairs and Development, University of Guelph

Season of Gratitude - Closing the Boundless Campaign
Heather C. Ullman, Executive Director, Annual and Leadership Giving, University of Toronto
Jessica Kamphorst, Executive Director, Stewardship, University of Toronto
Jody Townshend, Director, Campaign Planning, University of Toronto

Integrating Gift Planning Into Your Annual Giving Strategy
Michelle Osborne, Executive Director, Gift Planning, University of Toronto
Eli Clarke, Senior Development Officer, Legacy and Leadership Giving, Faculty of Arts and Science, University of Toronto
3:45 p.m. - 4:00 p.m. International ABC Foyer Break
4:00 p.m. - 5:00 p.m. International ABC Your chance to win: an annual giving holiday email campaign that broke records
Jessica Elfar, Development Communications Specialist, University of Saskatchewan
Anu Kashyap, Associate Director, Annual Giving, University of Saskatchewan

Book your hotel room at the Courtyard by Marriott Downtown Toronto

Rates start at $199 (Canadian Dollars). All guest room rates are quoted exclusive of applicable taxes and fees: currently 13% HST and 4% MAT Tax in effect at time of check-out.
Reserve your room by Thursday, September 26, 2019 to ensure you receive the special CCAE rate.

Please make your reservation directly with the hotel online using this link, or by by calling 1-800-847-5075. Identify yourself as attending the CANADIAN COUNCIL FOR THE ADVANCEMENT OF EDUCATION - CCAE Annual Giving Summit.

Courtyard by Marriott Downtown Toronto
475 Yonge Street
Toronto, ON

 

Sessions

24hr Magic: Giving Days, A Panel Discussion
Danielle Mulligan - Annual Giving Officer, The University of Victoria
Jennifer Murray - Development Officer, Annual Giving, University of Waterloo
Nicholas Tonin - Annual Giving Officer, McGill University

Learning Objectives
  • How a Giving Day/Giving Tuesday campaign can increase revenue, engage stakeholders, and create a culture of philanthropy at your organization.
  • Examples of successes and challenges faced by different institutions during their Giving Day/Giving Tuesday campaigns.
  • Practical ideas and tips on how to implement a Giving Day/Giving Tuesday campaign.

Uniquely Canadian: Highlights from the Inaugural Canada Direct Mail Benchmark Report
Ronen White - Philanthropic Counsel, Goodworks

You're approaching the end of the year and are making plans for the next fiscal, with targets being set. But how is your organization performing, compared to other Canadian charities, with your direct mail program?

There are some great benchmark figures available but they focus on other channels or are more indicative of the US market. So how are Canadian fundraisers to know where they should focus their efforts in?

This is what led us to develop the initial Canadian Direct Mail Performance report. We'll review how Canadian direct mail programs performed and highlight some of the report's findings.

Learning Objectives
  • Key Takeaways from initial Canadian Direct Mail Benchmark Results, including results that can be used as benchmarks for your organization.
  • Identifying where the top 25% and bottom 25% ranked within each category. You can then use this identify your own organizational strengths or opportunities for improvement.
  • Sharing our thoughts on surprising outcomes and what future iterations of the report will provide Canadian fundraisers.

Why data matters - Major Donors might not be the expected prize - MultiChannel Donors are the Hidden Treasure
Stéphanie Mathieu - International Marketing Coordinator, DonorPerfect

This session is designed to help you chart the growth of your organization through data-based decisions. Learn from what’s worked and apply these lessons to your fundraising strategy. We've collected and analyzed data of the entire donor history for over 77 million donors and 224 million gift transactions. Join us to see the numbers supporting the statement that multichannel donors are your hidden treasure.

Learning Objectives
  • Giving trends over time
  • Donor behavior
  • The strategies that generate the most fundraising success

Metric analysis in strategic development: how to “read” your numbers
Katherine Boyce - Associate Director, Annual Giving, York University

Too often, declines in performance KPIs are seen as generic, overall problems with solicitation instead of being analyzed as specific indicators of root problems. Annual givers as channel marketers need to go beyond the easy misdiagnoses and bias to understand exactly what the data is telling them.

This session will give a basic overview on how to approach KPIs and metric data from your appeals and how to begin rudimentary diagnosis & investigation. It will also discuss how to begin building more reliable metrics, sniff out suspect data, and how to reorient the way we see AG and operational areas engaging with each other.

Learning Objectives
  • Learn how to interpret changes in your metrics (from an institutional perspective) to understand where the true successes and problems lie with appeals.
  • Understand the role data integrity and systems play in the reliability of your metrics, and how to approach engaging these areas through the business lens of annual giving.
  • Understand where we as a sector have fallen behind non-PSE charities in individual giving, and how we should be behaving as channel marketers. It will outline how we should be using our channels more strategically.

Engaging alumni worldwide through student ambassadors
Nicholas Tonin - Annual Giving Officer, McGill University

Many institutions are looking for new ways to discover new prospects and engage with their alumni community, particularly when in campaign. This session will outline a new approach, the “Student Ambassador” program, where trained students request and attend face-to-face discovery/qualification meetings with alumni and pass along prospects to Advancement staff for further engagement/gift conversations. This program has been running for over 2 years at McGill, and has recently been expanded to have students in various regions over the summer months (Toronto, Ottawa, Vancouver, New York City, San Francisco).

Learning Objectives
  • Learn how to identify, train and leverage students to engage with your alumni face to face.
  • Discover the adaptability of this approach and multiple use cases, from cultivation to engagement.
  • Hear how to adapt the structure to your institution.

Student Philanthropy Associations: A Case Study
Ruby Misra - MPNL, Annual Giving Officer, Carleton University

This session will focus on Carleton’s Student Philanthropy Association as a case study for other institutions that are considering creating a student philanthropy program or those hoping to reinvent or refresh an existing program. This session will give you a candid look into Carleton’s early years to learn from the past; share successes of the current state that serves multiple purposes while keeping the culture of philanthropy as the central tenet; understand the active decision-making to not solicit any students including graduating students during their time on campus; and making the most of this group’s efforts through strategically multi-faceted campaigns.

Learning Objectives
  • Overview of Carleton's Student Philanthropy Association: the historical context and current state of Carleton's student philanthropy initiatives will be shared. Attendees can expect to understand important considerations when building or strategically evolving a student philanthropy program.
  • To Ask or Not to Ask: attendees will understand the factors that contributed to the decision to stop soliciting all students including graduating students as was past practice.
  • Getting the Most out of Student Programs: In an era of constant staff resource issues, student philanthropy programs must serve multiple purposes within Advancement to be considered worth investment. Attendees will learn about Carleton’s successful student campaign that served four distinct purposes (student awareness, donor stewardship, philanthropic impact and design collateral).

Building a Culture of Advancement within Student Service Units: A Conversation Guide
Jessica Wroblewski - MPNL, CFRE, Associate Director, Annual Giving, University of Waterloo
Andrew Geekie-Sousa - Operations Coordinator, AccessAbility Services, University of Waterloo

Student Service Units are goldmines for annual giving. These units are ripe with impactful stories that appeal to donors but need help understanding how to share their stories with donors. Waterloo’s Annual Giving and AccessAbility Services teams have been on this collaborative journey to build a culture of advancement and developed a Conversation Guide for Building a Culture of Advancement to help others. This session will illuminate knowledge gaps on both sides and identify opportunities for advancement. It will help you to create symbiotic relationships with Student Service Units that build a culture of advancement across campus.

Learning Objectives
  • Understand how “the other side” talk and think
  • Become aware of the institutional barriers to building a culture of advancement
  • Come away with a conversation guide to overcome the barriers to building a culture of advancement in Student Service Units across campus

A change is as good as a rest. A year of transition at Laurier
Ryan Brejak - Associate Director, Annual Giving, Wilfrid Laurier University
Katie Dagg - Annual Giving Officer, Wilfrid Laurier University
Sabrina Yorke - Development Officer, Annual Giving, Wilfrid Laurier University
Sharline Doss - Development Officer, Annual Giving, Wilfrid Laurier University

The team from Wilfrid Laurier University will share how the landscape of annual giving at Laurier changed this year, and how it influenced their program. The team will share their key learnings (both successes and failures) of the effects of a change in the annual giving threshold, an engagement plan for 1st year parents, changes in the call centre related to gift processing, shift times, segmentation and roles, along with attempts at new and innovative solicitations focused on monthly asks. Join the team from Laurier to hear an unabashed presentation on the past year in annual giving.

Learning Objectives
  • To share some new and innovate ideas implemented within Annual Giving at Laurier
  • To share some key learning's (both successes and failures) of the program changes at Laurier

What Do Millennial Alumni Really Want? Integrating Sustainability to Drive Engagement
Carly Blyth - Web Analyst, Alumni Affairs and Development, University of Guelph

Millennials are continuously identified as the “impact generation”; seeking to solve complex social issues in the world. How can post-secondary institutions engage millennial donors as their charity of choice while positioning themselves as leaders in sustainability? This interactive session will explore the trends guiding millennial giving driven by the results of a Major Research Paper synthesizing over 50 sources including 22 research studies on the topic of young alumni engagement and millennial philanthropy. We will further explore and discuss its implications and how your institution can lead the charge on a sustainable impact strategy that will engage millennial alumni and cultivate them as future donors.

Learning Objectives
  • Learn about the implications of research findings from the synthesis of over 50 sources on young alumni engagement and millennial philanthropy.
  • Understand the important connection between millennial alumni/donors and sustainability.
  • Inspire a design-thinking approach to integrating sustainability into young alumni engagement strategy.

Season of Gratitude - Closing the Boundless Campaign
Heather C. Ullman - Executive Director, Annual and Leadership Giving, University of Toronto
Jessica Kamphorst - Executive Director, Stewardship, University of Toronto
Jody Townshend - Director, Campaign Planning, University of Toronto

The Boundless campaign concluded in December 2018 setting a record for philanthropy in Canada, raising more than $2.641 billion from more than 100,000 donors. With four months left in our fiscal year, how do you thank 100,000 donors in a meaningful way while still fundraising? How do you build on the momentum of your success to propel your institution to the next level? How do you deepen relationships with donors that may play an important role in the next campaign? This session will answer those questions, share our strategies, and more importantly be open about our challenges as well as our successes.

Learning Objectives
  • Learn about the benefits of collaboration on setting a stewardship strategy for the end of a campaign.
  • Learn how the campaign close was used to build momentum as fundraising continued and transitioned into the silent phase of the next campaign.
  • Learn how the segmenting of stewardship to thank donors of all levels demonstrated the impact of their giving to the Boundless campaign.

Integrating Gift Planning Into Your Annual Giving Strategy
Eli Clarke - Senior Development Officer, Legacy and Leadership Giving, Faculty of Arts and Science, University of Toronto
Michelle Osborne - Executive Director, Gift Planning, University of Toronto

Charitable bequests represent billions of dollars in Canada and now is the critical time to lay the groundwork for securing these future donations. Join Michelle Osborne and Eli Clarke from the University of Toronto to learn how to integrate gift planning into your annual giving strategy. The session will cover qualifying and identifying your gift planning prospects, integrating gift planning into your direct response campaigns, and engaging and empowering your frontline fundraisers to secure more gifts.

Learning Objectives
  • Determine who your gift planning prospects are
  • Integrate gift planning into your direct mail and frontline fundraising
  • Collaborate with your gift planning office

Your chance to win: an annual giving holiday email campaign that broke records
Jessica Elfar - Development Communications Specialist, University of Saskatchewan
Anu Kashyap - Associate Director, Annual Giving, University of Saskatchewan

When your donors open your solicitation emails, are you grabbing their attention or are your messages going to the trash can without a glance? Infusing creativity into your fundraising communications, taking risks and expanding your zone of inspiration outside of the advancement field can have huge payoffs and keep your institution’s messaging relevant and fresh in the eyes of your donors. For the University of Saskatchewan, using this approach to create a holiday “Give & Win” email campaign—integrating a multi-layered communications strategy with development, alumni relations and athletics influences—was the winning ticket for exceeding scholarship and bursary donation goals during the busy holiday season last December.

Learning Objectives
  • How to think like a donor and find inspiration for your communications, outside of higher-ed
  • Explore risk-taking and fun: going against best-practice and gaining support for your out-of-the-box ideas
  • Learn about the benefits of collaboration within advancement teams to support your work

 

Presenters