Development Summit

September 28th – November 16th
Mondays at 1:00 p.m. Eastern

CCAE brings the same great summit program, to an online format. The 2020 Development Summit program will be delivered once a week, for 7 weeks. Each weeks’ presentation will be live, and attendees will have a chance to pose questions and engage with the presenter and other attendees via a live chat function.

The Development Summit includes content previously delivered in the Annual Giving Summit and will bring together the many facets of giving, under one virtual roof. Sessions will cover the items related to relationship building, planning and hitting financial targets out of the park!

For the first time ever, the Development Summit seeks to bring together fundraisers from across CCAE’s membership to connect, learn and tackle “side of the bed” topics that are of concern.

Registration Packages

Full Summit Package: $225 (access to all sessions)
Package of 3 sessions: $120 (access to 3 sessions of your choice)
Single Session: $55 (access to the session of your choice)

Potential member:

Full Summit Package: $335 (access to all sessions)
Package of 3 sessions: $180 (access to 3 sessions of your choice)
Single Session: $75 (access to the session of your choice)


Top value for your team! (applies to members only)
Take advantage of the CCAE Group Package by registering 5 or more team members from your school and save $50.
To access the group package rate, enter in discount code DS5PLUS.
NOTE: the discount is only applicable to the Full Summit Package & CCAE members only.
For questions, contact *Discounts cannot be combined.

Get the most out of the discussion:





Kristy Rousseau

September 28, 1 p.m. eastern 
Shifting Strategies: Fundraising in a time of Constant Change

Kristy Rousseau, Director of Development, Laurentian University 
Twitter : @kristyrousseau

On March 11th, 2020, Laurentian University issued a statement that announced it would be suspending its classes immediately “as a precaution” related to the spread of COVID-19. On March 12th, Laurentian's advancement team started working remotely. Being the 1st advancement team in the country to make the move to remote work came with its share of challenges. Hear some examples around how the team grappled, adapted, and thrived in these exceptional circumstances. Learn about how the team continues to re-assess fundraising priorities and processes while continuing to support each other and set the stage for future success.

Learning Objectives

  • See ya paper! Hello Zoom! - laying foundations of a remote fundraising program
  • Shift, Slide, Move - agility as key to fundraising success
  • Ready, Set, Wow! - responding to and planning for the unknowns

Mike den Haan
Mike den Haan

October 5, 1 p.m. eastern 
De-mystifying Transformational Philanthropy - Building capacity for large gifts

Mike den Haan, Special Advisor to the President, Simon Fraser University

Too many organizations believe that transformational philanthropy is out of reach or only for the benefit larger organizations. But not all organizations should define transformational philanthropy in the same way. The best organizations, regardless of size, understand the core of what they want to change in Society and attract a philanthropic following which can help make that change happen. For many of these organizations, this philanthropic following includes people who have or could make transformational commitments. For many other organizations, this can feel out of reach or unattainable. This interactive session will review "best practices" and "common practices" which any sized organization can employ to build capacity for attracting a big gift commitment. The kind of commitment which can accelerate or transform your organization's ability to deliver change in society.

Learning Objectives

  • How 'transformational' giving can work for both large and small shops
  • Steps you can take to develop capacity for large gift commitments
  • Core elements of a successful 'transformational giving' culture

Kathleen A. Provost
Kathleen A. Provost

Maria Hartery
Maria Hartery

October 19, 1 p.m. eastern 
Having a financial discussion with a donor – when you are not a financial expert

Kathleen A. Provost, CFRE, Campaign Director, St. Francis Xavier University
Maria Hartery, Planned Giving Officer, St. Francis Xavier University

As fundraisers, we are not trained in financial analysis – yet we work with financial data every day. You will hear from two professional fundraisers about how to have the conversation about numbers, while respecting your limited knowledge of finance. We will talk about ways of giving, our ethical obligations and our professional accountability. We will share examples of fundraising measurements as well as planned giving illustrations.

Learning Objectives

  • Become aware of our need to have a financial discussion with our donors, though we are not “financial experts”.
  • Share best practices.
  • Factors to consider when looking at the Return on Investment (ROI) and using your Code of Ethics.

Karen McQuigge
Karen McQuigge

Mirko Widenhorn
Mirko Widenhorn

October 26, 1 p.m. eastern 
Gamification: Improving Engagement and Giving

Karen McQuigge, Director, Alumni Advancement (Alumni Relations & Annual Giving) Office of Alumni Advancement, McMaster Alumni Association
Mirko Widenhorn, Senior Director of Engagement Strategy, iModules Software

Everywhere we look, indicators of progress, badges, and more drive us to take action. That’s the expectation and now it’s a matter of incorporating it into your engagement and giving strategies. See how McMaster University and others have applied gamification to increase engagement and giving of alumni and supporters. Hear results of a national alumni communications survey and how these apply to deepen relationships with your graduates. You’ll leave this session with new ideas about engagement, ways to adjust annual giving campaigns, and how to connect with less engaged constituents by gamifying their experience!

Learning Objectives

  • To inform attendees about opportunities around gamification to help reach new constituents and to build deeper relationships.
  • Provide tips and suggestions on how to incorporate gamification into engagement and fundraising strategies, and how to adjust messaging to resonate with different audiences.
  • To share examples of relevant, successful gamified engagement and fundraising campaigns and highlight best practices.

John Kearsey
John Kearsey

Stephanie Levene
Stephanie Levene

November 2, 1 p.m. eastern 
Planning on starting a campaign?

John Kearsey, Vice-President (External), University of Manitoba
Stephanie Levene, Associate Vice-President, Alumni and Donor Relations, University of Manitoba

If you are considering a major campaign or are in the early phases of planning, this session is for you! In this session, we will be discussing some of the most important early steps we took in planning for the success of our Front and Centre Campaign.

Learning Objectives

  • Discuss how best to engage the campus community in articulating the Case for Support
  • Share the impact of the feasibility study
  • Aligning internal interests to external expectations

Andrea Benzel
Andrea Benzel

Kirsten Nicholson
Kirsten Nicholson

November 9, 1 p.m. eastern 
Elevating your Staff to Elevate your Major Gift Game

Andrea Benzel, CFRE, Executive Director, Development, University of British Columbia
Kirsten Nicholson, Executive Director, Development, University of British Columbia

As UBC considers a future campaign, we know that we need to move our major gift program from great to exceptional. This means not only larger and more major gifts but expanding staffing resources to match aspirational goals.

People are at the heart of our program and we took a deep dive into our HR People Plan to analyze how we can better support our current fundraisers to elevate them to new levels of success, as well as onboard and train new staff to calibrate their skills to the UBC way of securing major gifts.

Learn about how we have adjusted strategies in a large and complex organization to set up our program for growth of staff and major gift success.

Learning Objectives

  • Learn about the elements built into UBC’s virtual three-part Fundraising Orientation Program
  • Learn how to create a new sense of team with refreshed meeting structures and strategies
  • Hear about how to establish a virtual learning forum for team members to share fundraising successes and challenges

Ian Lindsay
Ian Lindsay

Emmy Blouin
Emmy Blouin

November 16, 1 p.m. eastern 
Change is Inevitable, Growth is Optional

Ian Lindsay, Director of Development, University of Northern British Columbia
Emmy Blouin, Development Officer- Donor Relations, University of Northern British Columbia

Learn how the University of Northern British Columbia’s Development Team is rising to the challenge by accepting strengths and weaknesses while adapting to stay relevant during a global pandemic. From a new Development Officer starting 3 ½ weeks after the global pandemic was declared, to university layoffs and the city’s cornerstone forestry industry struggling; learn how the UNBC team evolved by redistributing staff and modifying job descriptions, updating employee metrics with new, multi-channel portfolios and how shifting the team’s focus led to short-term success and long-term sustainability as a department.

Learning Objectives

  • Dos and Don'ts of working virtually, including how to incorporate a new team member remotely
  • How to foster growth in fundraising during a health and economic crisis
  • How to pivot and adapt quickly to a rapidly evolving, unpredictable situation

Tags: Annual Giving, Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Leadership and Management, Ethics and Accountability, Planned Giving, Giving Days, Legacy Gifts, Campaign Planning, Database management