Independent Schools Summit

January 23-25, 2019

Hotel Grand Pacific
463 Belleville Street
Victoria, BC

Presenting Partner:
Ross Marsh Consulting
Gold Sponsors:
Global Philanthropic  offord200x71  PearTree Financial  

Sessions | Speakers | Register


Top value for your team! (applies to member only)

Take advantage of the CCAE Group Package by registering 5 or more team members from your school and save of 15%. To access the group package rate, enter in discount code ISS5PLUS.

*Discounts cannot be combined. For questions, contact admin@ccaecanada.org


Optional school visit:
Wednesday January 23 | 12pm-2pm
Glenlyon Norfolk School
1701 Beach Drive, Victoria, BC

Member/Non-Member: $35 + tax

Add extra value to your trip to Victoria and register for the optional school visit: 

  • See the energy and excitement of another school’s campus 
  • Discover how donors have contributed to the school’s success and infrastructure
  • Gain new perspectives and connect them to possibilities for your own institution

CCAE encourages you to tour the spectacular ocean front junior campus of Glenlyon Norfolk School. Gain exposure to how this school inspires its students and aims to develop them into citizens of outstanding character who will contribute to the world through their leadership, commitment to service, and understanding that we are all responsible for the future of our communities.


Registration
Member: $375
Potential member: $425

REGISTER

 

Wednesday January 23rd
11:45 a.m. - 12:00 p.m. Summit Registration for School Visit Attendees
12:00 p.m. - 2:00 p.m. Optional School Visit at Glenlyon Norfolk School *Limited spots available
2:30 p.m.  Registration opens
3:00 p.m. - 4:00 p.m. Opening Plenary
Jim Fleck C.C. in conversation with UTS Principal, Rosemary Evans
Jim Fleck, C.C. Board of Directors, University of Toronto Schools
Rosemary Evans, Prinipal, University of Toronto Schools
4:00 p.m. - 5:00 p.m. Birds of a Feather Session
Get ready to chat! Meet your colleagues, discuss challenges, successes and everything in between! 
6:00 p.m.  Opening Cocktail
Keep the networking going into the evening with the official opening Meet 'n' Greet.
 Each registered attendee will recieve a complimentary beverage coupon and light hor d'oeuvres will be served
Thursday January 24th
8:15 a.m. - 9:15 a.m. Breakfast sponsored by Offord Group
9:15 a.m.- 10:15 a.m. Plenary Session: The Four Pillars of Donor Relations
Lynne Wester, Donor Relations Guru
10:15 a.m. - 10:45 a.m Break
10:45 a.m. - 11:45 a.m. Social Media and Donor Relations, a Strategy for Success!
Lynne Wester, Donor Relations Guru

Building wealth with Prospect Research Sponsored by Global Philanthropic
Karla Benson, Manager, Prospect Research & Strategy, University of Victoria
11:45 p.m. - 12: 55 p.m. Lunch  sponsored by Peartree Financial 
1:00 p.m. - 2:00 p.m. How University of Toronto Schools brought staff giving from 33% to 100% in 28 days!
Martha Drake - CFRE, Executive Director, Advancement, University of Toronto Schools

Engaging Alumni 
2:00 p.m. - 2:15 p.m. Break
2:15 p.m. - 3:15 p.m. Fundraising in China; a deeper dive
Laura Edwards, Laura A. Edwards and Associates

Shape a Culture of Storytelling 
Jennifer J. Pawluk -Communications Specialist, Balmoral Hall
3:15 p.m. - 3:45p.m. Break
3:45 p.m - 4:45p.m Storytelling & laser focus in the Communications/Advancement Office
Elain Evans - CFRE, Executive Director of Advancement, Collingwood School  

Panel Discussion: Exploring different capital campaign funding models 
Greg Reid - Executive Director of Advancement and President of the SAC Foundation, St. Andrew's College
James F. McMillan - Director of Advancement, Selwyn House
Brent Johnston - Executive Director of Advancement, The Country Day School
Martha Drake - CFRE, Executive Director, Advancement, University of Toronto Schools
Friday January 25th
8:00 a.m. - 8:45 a.m. Breakfast sponsored by Offord Group
9:00 a.m. - 10:00 a.m. Strathcona-Tweedsmuir School Inspiring Possibilities Campaign—Developing a culture of philanthropy from one of transactional to a relationship based in a community with periodic giving history.  
Caroline Banadar, Director of Advancement, Strathcona-Tweedsmuir School
Dinnie Baker, Former Executive Director of Advancement and Community Relations, Strathcona-Tweedsmuir School

80-20 Rules: Prioritizing with Clarity
Angela Dudek - Executive Director for Advancement, St. John's School.
Ben Fitch - Director of Advancement, Little Flower Academy.
10:00 a.m. - 10:15 a.m. Break
10:15 a.m.- 11:15 a.m. Redefining your School's recognition policies.  Is it time?
Christina Barwinsky, Director of Advancement, St. John's-Ravenscourt School

Untapped potential: tools for building your planned giving program
Sara Neely, Director, Philanthropic Services, The Victoria Foundation 
11:15 a.m. - 11:30 a.m. Break
11:30a.m. - 12: 30 p.m. Closing Keynote
Moving Beyond Fundraising to Forge Strong Partnerships
Tim Cormode, Executive Director and Founder, Power To Be
12: 30 p.m. Summit Close and Boxed Lunch on departure

Hotel Grand Pacific
463 Belleville Street
Victoria, BC

Book your hotel room at the Hotel Grand Pacific

Rates start at $159 (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 December 23, 2018 to ensure you receive the special CCAE rate.

Please make your reservation directly with the hotel by calling 1 800-663-7550. Identify yourself as attending the CANADIAN COUNCIL FOR THE ADVANCEMENT OF EDUCATION - CCAE Independent Schools Summit.

 

Speakers

Sessions

Jim Fleck C.C. in conversation with UTS Principal, Rosemary Evans
Jim Fleck - C.C. Board of Directors, University of Toronto Schools
Rosemary Evans - Prinipal, University of Toronto Schools

Jim Fleck is one of Canada's most notable philanthropists and, UTS counts itself lucky to have spent the last few years working closely with Jim. Jim currently serves in multiple volunteer roles within UTS and communicates; on a daily basis with UTS staff.

Hear Jim’s take on the importance of Philanthropy in Canada - why it matters and what you, as Advancement professionals within the Independent School sector should bring back to your shops (and donors) to advance your causes. During the session, Jim will share his UTS story - how he came to the school for the wrong reasons and came back for the right ones.

Hear from both sides of the deck as together, Rosemary & Jim share some key learning’s regarding communication, aligning values and identifying meaningful touch points.

Objectives:
  • Hear about important volunteer touch points and how to maximize meaningful interactions
  • Identify some key engagement strategies that can be brought home and incorporated into Institution practices.
  • Identify different ways to strengthen staff & volunteer relationship; including aligning visions, focus and mission.

The Four Pillars of Donor Relations
Lynne Wester - Donor Relations Guru

We will walk you through the four pillars of donor relations, outlining what you could have, should have and MUST have in each area to ensure your program is superior and effective. This interactive session will help you fill in any holes you might have in your program, and give you some ideas on how to enhance what you already have. A great companion to the book The Four Pillars of Donor Relations.

Social Media and Donor Relations, a Strategy for Success!
Lynne Wester - Donor Relations Guru

The dynamic of donor relationships is experiencing a revolution unlike any seen before. Donor Relations is at the center of fundraising relationships. How do we work together with our boards, fellow teammates and other key stakeholders to show the value of donor retention through brilliant donor relations? This hands-on session will provide tangible take-aways and a new way of thought toward donor relations and board development and education. In this economic environment, competition for the gift has never been greater, making effective donor relations programs more important than ever.

Building wealth with Prospect Research Sponsored by Global Philanthropic
Karla Benson - Manager, Prospect Research & Strategy, University of Victoria

This session will outline steps to increase efficiency and engage the right prospects by focusing on those that demonstrate strength in5 key indicators for future philanthropy. Attendees will leave with a toolkit for tuning up their prospect research activities, including five actions they can initiate.

Objectives:
  • How to find information on your prospects and donors that can take you to the next level of giving
  • How to identify new prospects for your fundraising needs (Annual, Leadership, Major Gift & Legacy)
  • How to remain focused and create work-flows

How UTS brought staff giving from 33% to 100% in 28 days!
Martha Drake - CFRE, Executive Director, Advancement, University of Toronto Schools

In September 2017, University of Toronto Schools (UTS) officially launched its $60M Building the Future campaign. We knew that in order to be successful, we needed to show support from the inner circle: the staff. Traditionally, the participation of staff giving was low; the most successful year engaged 33% of the staff as donors. In this session, Martha will share the tips and strategies behind how, in 28 days, UTS increased the participation of the staff giving from 33% to 100%.

Objectives:
  • Strategies to encourage participation by staff as donors
  • Tools to support the strategies that you can use in your shop
  • Recognition strategies and ideas to maintain the support for the future

Fundraising in China; a deeper dive
Laura Edwards - Laura A. Edwards and Associates

Laura Edwards has been fundraising overseas for close to 20 years. In that time, she has created remarkable connections and built up a wealth of knowledge around fundraising in China.

In this session, attendees will hear about different strategies to relationship building, both in person and while remote, and learn some do’s & don’ts of long distance stewardship.

Fundraising in China continues to change and Laura will share some of the continued ways Asian donors differ from their North American counterparts. In addition to these changes, Laura will share some important timeline moments and wins, that professionals can use to show impact, during the donation long game.

Objectives:
  • To help participants understand why China matters and help professionals recognize milestones and “reportable” moments.
  • To give an overview of basic do's and don'ts when working with, and stewarding Chinese donors
  • To help participants understand what has changed in China, and why we as fundraisers and community builders must be cognizant of these changes

Shape a Culture of Storytelling
Jennifer J. Pawluk - Communications Specialist, Balmoral Hall School

Fostering mutual understanding, trust, and support amongst its donors is one of the greatest challenges of an independent school today. Of course, this is nothing new. Yet, the difference now is advancement professionals have a greater stake in reputation management than ever before. Your voice, in amplifying that of everyone around you, matters. Developing strategies in community relations is meaningful work. Storytelling, in particular, is the most effective strategy I have developed in my work as a communications specialist at Balmoral Hall School. With a culture of storytelling, we evolved from sharing information to sharing insights, strategically; engagement has increased, as evidenced by our successes with various advancement and alumnae relations initiatives. I believe that if you seek inspiration anywhere, then you will find it everywhere. This is why I lead by training, advising, and guiding stakeholders in their storytelling efforts. I empower them to tell their stories. In the words of Dale Carnegie: "To be interesting, be interested." So, let's do it together

Objectives:
  • Discover strategic communication strategies to shape a culture of storytelling
  • Practise telling your stories in a collaborative learning environment
  • Brainstorm tactics to guide storytelling at your independent school

Storytelling & laser focus in the Communications/Advancement Office
Elain Evans - CFRE, Executive Director of Advancement, Collingwood School

Storytelling is a powerful way to grab attention, hold attention, and to change beliefs because it works in the same way that it does in our favorite books and movies. Stories cause chemical, physical, and emotional responses in listeners. When stories make people feel things like trust or kindness, the brain releases oxytocin, which motivates cooperation by enhancing empathy. This means that stories make people more likely to adopt new ideas and act based on those ideas. If you want to build your storytelling into your school’s communications Elain will share with you rules to keep in mind.

With changing trends and tools for the MarComm/Advancement office it's hard to stay relevant and get everything done. From multi-channel campaigns to word of mouth, the ways in which we create and consume content are endless. Elain will walk you through how you can elevate your MarComm/Advancement game by using best practices and time-saving resources to streamline your processes, improve the quality of your work and save your sanity.

Objectives:
  • Creating emotionally compelling content for engaging MarkComm & Advancement professionals.
  • Learn the rules of storytelling
  • Getting it all done – organizing work priorities, maximizing original content and cutting out the stuff that isn’t working
Panel Discussion

Exploring different capital campaign funding models
Greg Reid - Executive Director of Advancement and President of the SAC Foundation, St. Andrew's College
James F. McMillan - Director of Advancement, Selwyn House
Brent Johnston - Executive Director of Advancement, The Country Day School
Martha Drake - CFRE, Executive Director, Advancement, University of Toronto Schools

For decades, capital campaign past practice has been to raise all funds philanthropically for any significant capital projects, typically going public at 60% and shovel in the ground at 80%. Today, with growing demand for capital expansion and increasing donor fatigue, many schools are exploring different funding models to achieve their goals.

Objectives:
  • Learn about different capital campaign funding models
  • Learn the pros and cons of different models based on individual school variables
  • Learn how Advancement, Head of School and the Board of Governors work together in the decision making process

Strahcona-Tweedsmuir School Inspiring Possibilities Campaign - Developing a culture of philantropy from one of transactional to a relationship based in a community with periodic giving history
Caroline Banadar - Director of Advancement, Strathcona-Tweedsmuir School
Dinnie Baker - Former Executive Director of Advancement and Community Relations, Strathcona-Tweedsmuir School

STS began planning its historic and ambitious $27 million Inspiring Possibilities campaign nine years ago. The launch of the campaign coincided with the 2013 Alberta floods followed by the precipitous drop in oil prices and one of the worst economic downturns in the history of Alberta. Despite this, the campaign successfully raised $27.3 million surpassing the campaign goal by sheer grit, determination and support from a small team of volunteers, staff and the generous community of donors. The session will highlight and touch on community engagement strategies, the committee structure and communication strategies used to inspire major gifts in a community which, until then, had an underdeveloped culture of philanthropy.

Objectives:
  • Tools and Strategies used for successful Parent and Alumni Engagement
  • Securing Major Gifts - with strategic volunteer recruitment and one conversation at a time
  • Stewardship and Recognition strategies
  • Customized and interactive communication strategies—paperless presentations to secure gifts

80-20 Rules: Prioritizing with Clarity
Angela Dudek - Executive Director for Advancement, St. John's School
Ben Fitch - Director of Advancement, Little Flower Academy

The advancement portfolio is wide and deep; distractions are endless and interruptions are constant. The most effective way to focus your resources is applying the 80-20 rule. Considering donors, alumni and volunteers; appeals, asks and stewardship; time, budget and personnel all against this lens will change the way you structure your program. Consider a fresh way to allocate your resources to maximize engagement and secure gifts. Make the 20 percent your priority.

Objectives:
  • Learn to look at your appeal more critically. Are you sending out generic asks to the masses when you should be identifying key individuals to connect with personally?
  • Allocate your time more effectively. Are you getting distracted by minor issues that take a lot of time but make little difference to deliverables?
  • Confidently proceed with important initiatives. Do you fear offending prospects?

Redefining your School's recognition policies. Is it time?
Christina Barwinsky - Director of Advancement, St. John's-Ravenscourt School

Is your recognition policy out of date? Is it based on 1980 or 1990 giving levels and do your recognition walls reflect those eras? Since the late 1980s, St. John's-Ravenscourt School has completed three capital campaigns, is currently working on a fourth, has grown a robust scholarship program, and has developed a culture of philanthropy within the last eight years that has seen unprecedented growth and giving. With this increase in philanthropy, SJR recently redefined its recognition practices to focus on providing equitable recognition among all donors, both monetary and volunteer.

Get ready for an upbeat interactive session that will set the tone for open discussion on the issues many of us face when recognizing donors.

Objectives:
  • The importance of recognition
  • An equitable recognition program that makes donors feel appreciated at all levels
  • Other ways to recognize donors beyond the static donor wall

Untapped potential: tools for building your planned giving program
Sara Neely - Director, Philanthropic Services, The Victoria Foundation

In the next decade, there will be an intergenerational transfer of wealth in Canada in the magnitude of $750 Billion. We know that some of this wealth will be given to charities. Are you ready?

You know legacy gifts will provide long-term stability for your mission, but are you getting to the business of talking about them with your loyal donors and alumni? How do you balance funding current needs with ensuring opportunities for future support? Who are your circles of influence to make these gifts happen? And what are the key steps for a bequest program?

Objectives:
  • Develop strategies to integrate planned giving into your annual giving program
  • Focus on talking about bequest gifts
  • Explore marketing ideas to show opportunity and impact

Moving Beyond Fundraising to Forge Strong Partnerships
Tim Cormode - Executive Director and Founder, Power To Be

Philanthropy is transforming, as interest grows in forging partnerships with meaning beyond simple financial support. As the Executive Director of Power To Be, Tim Cormode has spent the last 20 years building dynamic partnerships for the organization. Learn about Tim's background in philanthropy and what he sees on the horizon. Discover how he listens for opportunities and builds meaningful connections to keep moving forward in a positive way. Gain insights into how Power To Be stays true to its mandate of offering inclusive adventures while partnering with other organizations for greater social good.

About Power to Be

Based in Victoria and Vancouver, Power To Be is a non-profit organization that empowers people living with a barrier or disability to explore their limitless abilities through inclusive adventures rooted in nature. With more than80 community partners, we are collectively supporting change in our communities.