Independent Schools Summit

January 29-31, 2020

Intercontinental Hotel
360 Saint-Antoine St W
Montreal, QC

Registration:
Member: $359
Potential Member: $459

REGISTER

 

Presenting Partner:
Ross Marsh Consulting

Supported by:

Donor Perfect Canada Global Philanthropic Graduway
ISAP Canada offordgroup presidentiallogo  

Top value for your team! 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 ISS5PLUS (applies to members only). For questions, contact admin@ccaecanada.org.

*Discounts cannot be combined.


Optional school visit:

Wednesday January 29 at 12:30 p.m.
Lower Canada College
Member/Non-Member: $35 + tax

Add extra value to your trip to Montreal 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

 

Wednesday January 29, 2020
12:30 p.m. - 4:00 p.m. Lower Canada College

Independent School Tour: Lower Canada College (optional)
12:30 p.m. shuttle from the Intercontinental Hotel to LCC
Lunch will be served during the tour
4:00 p.m. shuttle returns from LCC to Intercontinental Hotel

6:00 p.m.  Intercontinental Hotel Bar Meet n Greet: Meet up with colleagues and drop by the Intercontinental Hotel bar to say hello to members of the ISAP Board.
Thursday January 30, 2020
8:00 a.m. - 9:00 a.m.   Breakfast: Supported by Offord Group
9:00 a.m. - 10:00 a.m. M. Ravel Opening Plenary:
Faculty Culture, Philanthropy, Fundraising, Marketing, Impact on Alumni, Motivation, Inspiration and most importantly, Building Relationships
Hal Hannaford, Headmaster, Selwyn House School
10:00 a.m. - 10:15 a.m.   Break
10:15 a.m. - 11:15 a.m.

 

G.Belfour
 

M.Ravel
 
 

Professional Learning Sessions:

Using your school's data to drive goals, decisions and strategy in Advancement
Greg Reid, Executive Director of Advancement, St. Andrew's College

Yes, I'm Talking to You: Segmenting your community
Angela Dudek, Executive Director for Advancement, St. John's School
Victoria Caros, Annual Giving and Community Relations Officer

11:15 a.m. - 11:30 a.m.   Break
11:30 a.m. - 12:30 p.m.

M.Ravel 

G.Belfour
 

Discussion Session A
Topics TBA

Discussion Session B
Topics TBA

12:30 p.m. - 1:45 p.m.  M.Ravel Lunch: Supported by Global Philanthropic
ISAP Bi-annual General Meeting & Awards
1:45 p.m. - 2:45 p.m.

 

G.Belfour



M.Ravel


Professional Learning Sessions

How to stay on message - Building a Communications Strategy and Plan
Isabel Brinck, Communications Coordinator, The Sacred Heart School of Montreal
Lili Hollinrake Le Fèvre, Director of Advancement & Communications, The Sacred Heart School of Montreal

Strategic Tactics and Techniques For Proven Success of Your Planned Giving Program
Ross Marsh, President, Ross W. Marsh Consulting Group

2:45 p.m. - 3:00 p.m.   Break
3:00 p.m. - 4:00 p.m.

 

G.Belfour 

M.Ravel 

Professional Learning Sessions: 

Breakthrough Major Gifts Strategies for Sustainable Fund Development
Mira Boucher, Associate Director of Fund Development, Calgary Academy

Professional Learning Session (tba)

 

6:30 p.m.  Restaurant TBA Optional Dinner (guest pays for own meal)
Friday January 31, 2020
8:30 a.m. - 9:00 a.m.   Breakfast
9:00 a.m. - 10:00 a.m.

 

G.Belfour 
 

M.Ravel 

Professional Learning Sessions: 

SUSTAINABLE FUTURES:  How to deliver to your Head and Board the Vision they craft for your School  
Adrienne Davidson, Director of Advancement and Strategic Consultant, St. Michaels University School
Shelly Berlin, Managing Partner, Berlineaton & Board Member, St. Michaels University School

Building an Annual Giving Program 
Rebecca Kerbel, Director of Advancement, West Point Grey Academy

10:00 a.m. - 10:15 a.m.   Break
10:15 a.m. - 11:15 a.m.

 

M.Ravel 

G.Belfour 

Professional Learning Sessions: 

The future of thanks: Stewardship in the digital era
Hannah Pearson, Annual Giving Officer (Strategic Partnerships), McGill University Advancement
Taylor Vallée, Associate Director (Digital Strategy), McGill University Advancement

Prospect Management for Independent Schools
David Fisher, Manager of Legacy Giving, Trinity College School

11:15 a.m. - 11:30 a.m.   Break
11:30 a.m. - 12:30 p.m.

 

M.Ravel 



G.Belfour 

Professional Learning Sessions: 

Setting yourself up for Success
Jennifer Williams, Director, Campaign and Development, Branksome Hall School
Jason Balaban, Associate Director of Development, Branksome Hall School

Building Community Over Cash - Royal St. George's College alumni strategy focuses on engagement over dollars raised
Marin Anderson, Manager of Georgian Relations, Royal St. George's College

12:30 p.m.   Summit Close and Boxed Lunch on departure

Intercontinental Hotel
360 Saint-Antoine St W
Montreal, QC

Book your hotel room at the Intercontinental Hotel

Rates start at $179 (Canadian Dollars). All guest room rates are quoted exclusive of applicable taxes and fees: 9.975% Provincial Sales Tax (PST), PLUS 3.5% MAT (Municipal Accommodation Tax), PLUS 5% FST (Federal Sales Tax) in effect at time of check-out.
Reserve your room by December 30, 2019 to ensure you receive the special CCAE rate.

Please make your reservation directly with the hotel online using this link.

Sessions

Faculty Culture, Philanthropy, Fundraising, Marketing, Impact on Alumni, Motivation, Inspiration and most importantly, Building Relationships
Hal Hannaford - Headmaster, Selwyn House School

In this, Hal’s 31st year as a Head of School in Canada, he will talk about his philosophy on education and how he has used his focus on Faculty Culture to motivate and inspire teachers and all school employees to understand the importance that Faculty Culture brings to an organization, any organization.

In addition to believing that everyone must live and breathe the school’s Mission and Vision, Hal is addiment that every opportunity should be taken to build relationships with all constituents of the school. Whether it is the staff, members of the board, parents, students or alumni, relationships are the key to gaining support and to promote your school. Relationships will allow your constituents to speak well about your school at any time or at any event, as well as respect your school and its staff for the amazing work that they do on a daily basis with the current students and your alumni/ae.

Of course, all of this is key to your stewardship of all your constituents in your quest to build endowments or buildings. Everything ties together to promote the Mission and Vision of the school which will, in turn, promote philanthropy within your community.

Using your school's data to drive goals, decisions and strategy in Advancement
Greg Reid - Executive Director of Advancement, St.Andrew's College

This session will present and discuss the use of school specific data to inform Governor and Trustee reporting, goal setting for annual targets, and the analysis, comparison and use of Benchmarking data. A variety of reports, spreadsheets and data sets will be presented and discussed, along with tips and tricks to leverage your data to drive your advancement objectives. Participants are also encouraged to bring and share their unique data analytics.

Learning Objectives
  • Analyze and provide data for the education of, and reporting to, Governors and Trustees
  • Mine and analyze data for annual advancement goal setting
  • Leveraging Benchmarking data

Yes, I'm Talking to You: Segmenting your community
Angela Dudek - Executive Director for Advancement, St. John's School
Victoria Caros - Annual Giving and Community Relations Officer, St. John's School

There's more to segmenting your prospects than: top donors, LYBUNTS, new families and never-givens. How do we connect with our families in a way that's meaningful to them? It's more than slicing up the distribution list to send a pushpage with the first line changed to reflect their giving history.

What if we identified stages in a family's journey through the school that mattered to them? What if we acknowledged it through celebration, communication and personalized stewardship? We know engagement leads to meaningful relationships which result in support.

Genuinely acknowledging our families' dynamic relationships with our schools will help us to connect with parents/alumni on a more personal level. Identifying ideal opportunities for educating, engaging, soliciting and acknowledging our prospects will increase their commitment to our schools.

Learning Objectives
  • Identify key milestones in your families' journey
  • Determine how these milestones matter to your families and how you can build relationships through them
  • Leveraging these milestones for engagement

How to stay on message - Building a Communications Strategy and Plan
Isabel Brinck - Communications Coordinator, The Sacred Heart School of Montreal
Lili Hollinrake Le Fèvre - Director of Advancement & Communications, The Sacred Heart School of Montreal

What? Who? Why? When? Where? This session will focus on the "How" of a communications strategy and plan for your school. It will delve into the key elements when writing your strategy and introduce the concept of a working communications plan for specific events and campaigns that occur throughout the year at an independent school, such as Open house, fundraising events, etc.

Learning Objectives

Attendees will come away with a practical understanding of when and how to create a communications plan (or oversee the creation of one) that will keep the team on track, and leading in communications instead of reacting to changing influences and losing control of the message.

Strategic Tactics and Techniques For Proven Success of Your Planned Giving Program
Ross Marsh - President, Ross W. Marsh Consulting Group

In this session, Ross Marsh will share his strategies for major success in both new and established planned giving programs. The session will outline moves management to ensure targets and goals are met and exceeded, during a continuous campaign and whilst in a capital campaign. Building on tried and true indicators of planned gift prospects, Ross will expand the horizon of how you should look at your prospect pool differently. And finally, Ross will help remove obstacles such as the fear of changing tax rules, that are hindering your confidence and success.

Learning Objectives
  • How to create gift expectancy moves management for planned giving professionals. What do they need to do to ensure they meet and exceed their goals and targets, during and not during a capital campaign?
  • Is your fear of not knowing tax related questions keeping you from concluding gift expectancies? Ross will help you understand what you need to know and not know, when meeting with prospective legacy donors.
  • Who are your best planned gift prospects, how do you find them, and secure meaningful gifts? Ross will take you past the current common prospect evaluation process.

Breakthrough Major Gifts Strategies for Sustainable Fund Development
Mira Boucher - Associate Director of Fund Development, Calgary Academy

Ever wish your school could attract and keep five, six and seven figure donors? In this workshop session, you will learn breakthrough strategies for major gift fundraising and then actually create a plan for putting them to use. Leave with a personalized system and toolkit of templates and resources to fast-track your major gifts program to success!

Learning Objectives
  • Learn the five keys for a successful major gifts program
  • Revamp or create your fundraising pipeline
  • Develop systems for daily fundraising success

SUSTAINABLE FUTURES: How to deliver to your Head and Board the Vision they craft for your School
Adrienne Davidson - Director of Advancement and Strategic Consultant, St. Michaels University School
Shelly Berlin - Managing Partner, Berlineaton & Board Member, St. Michaels University School

“Sustainable Futures” is aimed at Advancement Professionals, Independent School Heads and Board members, and will demonstrate how a fully integrated strategic planning process will benefit from the addition of transformative and fully aligned Advancement programs designed to secure the financial stability of your School. A large number of Heads and Boards are discussing the issue of long-term sustainability for their Schools, and this trending issue session will help Advancement professionals and other School leaders learn how to build financial support elements into the very beginning of their strategic planning.

Drawing on Berlineaton’s experience in helping schools realize their strategic plan, coupled with High Impact Advancement Planning™ and major gift fundraising tactics, session attendees will explore how to use the Board’s Strategic Planning process to support your Head, steward existing donors and engage prospective donors at a transformative level. We believe that capacity building begins best at the earliest stages of planning the visionary goals of your Schools, and that Advancement professionals should lead the way in this futures-oriented approach.

Learning Objectives
  • A how-to-guide on aligning school vision with advancement goals
  • Inspire & raise awareness of the benefits of strong alignment and partnerships within the school community
  • Sharing real-life experiences directly related to independent school sustainability; engaging attendees in a variety of approaches and exercises

Building an Annual Giving Program
Rebecca Kerbel - Director of Advancement, West Point Grey Academy

Learn about the importance of an Annual Fund along with great strategies for building a program from the ground up or for enhancing a program already in existence. Currently in our third year of our Annual Fund, West Point Grey Academy went from raising $568,000 in our first year to $700,000 in our second with a parent participation rate of 57.6%.

Learning Objectives
  • Understanding the purpose of an Annual Fund
  • Planning and developing a program that fits your school and environment
  • How to grow the Annual Fund

The future of thanks: Stewardship in the digital era
Hannah Pearson - Annual Giving Officer (Strategic Partnerships), McGill University Advancement
Taylor Vallée - Associate Director (Digital Strategy), McGill University Advancement

In today’s digital era, are you meeting, engaging and stewarding donors where they are? Digital philanthropy is rapidly evolving. More and more prospects are turning away from pen and paper, and turning to web and social media to gather information and make decisions – including where to make their charitable donations.

This presentation will take an in-depth look at simple and effective ways to attract, maintain and thank your donor base in a digital world, using video, e-mail, social media, web plug-ins and more. Participants will walk away feeling confident that digital stewardship is scalable and applicable to their organizations, no matter the resources.

Learning Objectives
  • Easy and effective digital content ideas to engage donors
  • Leveraging distribution tools such as email, social media and digital advertising to reach a targeted audience

Prospect Management for Independent Schools
David Fisher - Manager of Legacy Giving, Trinity College School

Regardless of your school’s aspirations, whether it is leadership annual giving, planned giving or major gifts, personal face to face activity has the highest conversion rates. This session hopes to explain the business processes that allow fundraisers to increase the scale of their personal relationships with their most important donors.

Learning Objectives
  • Prospect screening techniques for different constituencies
  • Best practice use of a CRM application
  • Move Management Theory

Setting yourself up for Success
Jennifer Williams - Director, Campaign and Development, Branksome Hall School
Jason Balaban - Associate Director of Development, Branksome Hall School

Campaigns are exciting times for organizations. They aim to set donors' sights higher than ever before — often catapulting organizations forward at breakneck pace. For fundraisers, sometimes it feels like we're running to catch up. If you're thinking about a campaign, or even in the middle of one, this session will share tips and tricks to set yourself (and your organization!) up for success. We will discuss a broad range of subjects: database readiness, setting priorities, marketing integration, stewardship and more!

Learning Objectives
  • Take an inventory of your own campaign readiness
  • Understand early challenges of campaigns and how to navigate through
  • Glean best practices in campaign development

Building Community Over Cash - Royal St. George's College alumni strategy focuses on engagement over dollars raised
Marin Anderson - Manager of Georgian Relations, Royal St. George's College

Are you battling with the same perception that "all we want from our alumni is money"?

The Advancement and Alumni Development office at RSGC has partnered with the RSGC Alumni Association to draft a plan to improve alumni engagement over the next 5-years. In essence, we believe that the gifts will follow if we focus on strengthening our relationship with alumni first.

Our hope is that when our alumni find value in our programs, when we connect with them in a more personal and meaningful way, and when we help them realize the benefits of being a part of our School community, this will have a positive impact on future alumni event participation, volunteering and ultimately (in the longer-term) willingness to donate back to the School.

Although the execution of our plan is in its infancy and the impact on participation/future giving has yet to be realized, we have spent a year building a strategy grounded in alumni feedback, we have achieved key stakeholder buy-in, we are testing different strategies and we are more than happy to share our approach with conference attendees.

Learning Objectives
  • Showcase the steps taken to gain key stakeholders buy-in and to gather feedback from our alumni community on the new strategy.
  • Testing phase: Share changes we have made to our programs and future plans to improve engagement.
  • Measurement: Learn how we have started to improve our database and better track engagement.

Presenters