Stewardship & Donor Relations Summit

March 19-20, 2020

York University
Executive Learning Centre
Schulich School of Business
4700 Keele Street Toronto, ON 

Registration
Member: $225
Potential member: $335

REGISTER

 

Thursday, March 19, 2020
8:30 a.m. – 9:30 a.m. Breakfast & Registration
9:30 a.m. – 10:30 a.m. Name of the Game
Heather Dyck - Stewardship Officer, Acknowledgement, University of Alberta
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – 12:00 p.m. Innovating stewardship communications
Tracey Bailey - Special Advisor, Development, McMaster University
12:00 p.m. – 1:00 p.m. Lunch
1:00 p.m. – 2:00 p.m. Professional Learning Session
2:00 p.m. – 2:15 p.m. Break
2:15 p.m. – 3:15 p.m. Discussion Session
3:15 p.m. – 3:30 p.m. Break
3:30 p.m. – 4:30 p.m. Stewarding the $200M Gift: The Case of John and Marcy McCall MacBain
Ashleigh Manktelow - Director of Donor and Volunteer Engagement, McGill University
Virginia Roe - Associate Director, Donor Relations, McGill University

 

Friday, March 20, 2020
8:30 a.m. - 9:00 a.m. Breakfast
9:00 a.m. - 10:00 a.m. Stewardship during Leadership Transition
Susan Wright - Director of Stewardship & Donor Relations, McMaster University
10:00 a.m. - 10:15 a.m. Break
10:15 a.m. - 11:15 a.m. Breaking all the ‘rules’: Campaigns, Stewardship and Donor Relations
Whitney MacLean - Development Officer, the Nova Scotia Community College Foundation
Michelle Bussey - Executive Director, the Nova Scotia Community College Foundation and Alumni Relations
11:15 a.m.- 11:30 a.m. Break
11:30 a.m. - 12:30 p.m. Leading the Change: How to build a culture of philanthropy by mobilizing a support network with a donor entered approach
Abbey Black - Manager, Donor Relations, York University
Amanda Coric - Manager, Donor Relations and Development Communications, York University
12:30 p.m. Boxed lunch on departure
Book your hotel room at the Executive Learning Centre

CCAE has secured a discounted rate on a limited number of rooms at the Executive Learning Centre (the same location as the Summit). Rates start at $154 (Canadian Dollars). All guest room rates are quoted exclusive of applicable taxes and fees: currently 13% HST and includes continental breakfast.

Reserve your room and ensure you receive the special CCAE rate. Please make your reservation at the Executive Learning Centre directly by calling or emailing your reservation at (416) 650-8300 or reservations@schulich.yorku.ca, and indicate you are attending the 2020 CCAE Donor Relations Summit (block number 319278).

The Executive Learning Centre
Schulich School of Business, York University
4700 Keele Street, Toronto, ON 

The Executive Learning Centre features:​

  • 60 guestrooms with queen and king sized bed
  • Executive Continental Breakfast included in daily rate
  • Spacious work area, direct dial telephone with voicemail
  • Room amenities include complimentary high speed internet access, CD alarm clock, iron with ironing board, coffee maker & comfortable lounge chair
  • 24 hour Fitness Centre & Business Centre
  • In Room dining & full service restaurant
  • 24 hour Concierge service
  • Professional dry cleaning available upon request
  • Underground parking
Travel:

For those travelling by TTC, Line 1 of the subway offers express service to York University Station (located directly across from the Schulich building). The main entrance of the Executive Learning Centre is located on Fine Arts Rd, If using the York Blvd. entrance, once inside, follow the signage to Executive Learning Centre.

Parking is available within the Student Services Parking Garage located behind the south side of the Schulich School of Business building. The entrance to the garage is accessible from James Gillies Blvd via The Pond Road.  The parking garage contains an underground link to the Schulich School of Business.

 

 

Sessions

Innovating stewardship communications
Tracey Bailey - Special Advisor, Development, McMaster University

The simple definition of innovating: make changes in something established, especially by introducing new methods, ideas and products. In the stewardship portfolio you are responsible for nourishing the donor’s experience of your institution’s promises through a variety of activities, events, publications and correspondence. At the moment we have too many communications channels to choose from and the rise of individualism which challenges our ability and resources to speak to all our donors personally and authentically. In this chaos, opportunities for stewardship innovation abound. Focusing on written communications (and yes, videos and visuals) we will explore both the technical and creative strategies to help you sustain deep, meaningful, emotional and personal relationships with your donors.

Learning Objectives
  • Build an ecosystem across your institution that will provide you with the rich content you share with your donors
  • Work with communications to make your correspondence, reports and stories more personal, intriguing and engaging
  • Develop and communicate about your strategic stewardship communications plan and share ideas for shaking up stewardship communications

Name of the Game
Heather Dyck - Stewardship Officer, Acknowledgement, University of Alberta

In the ever-expanding philanthropic naming game at educational institutions across Canada, we grapple with many questions from how to value physical spaces to what our naming policies should include. In this session, we’ll tackle some of the tricky questions related to naming and consider how we can best utilize naming to recognize the generosity of our donors while ensuring minimal risk for our institution.

Learning Objectives
  • One approach to naming valuation for physical spaces
  • How to mitigate risk with a dynamic and robust naming policy
  • How to approach unusual naming requests

Stewardship during Leadership Transition
Susan Wright - Director of Stewardship & Donor Relations, McMaster University

Transition is almost the new normal... people come and go at our institutions - Advancement staff, Deans and Senior Administrators, and Presidents and Principals. We know that stewardship is a long game. Our goal is to develop meaningful, life-long relationships with our donors, and this is all the more critical during times of transition. This session will explore key stewardship strategies to consider when engaging your principal level donors as transition can be a great opportunity if used effectively! Be prepared to bring your questions, ideas, and own experiences as we explore our discussion.

Learning Objectives
  • Develop tactics and strategies to effectively steward donors during transition periods at your institution. Focus of the discussion will be on Principal level donors
  • Prioritize roles for everyone involved in donor stewardship
  • Take steps to keep donors engaged during times of transition

Stewarding the $200M Gift: The Case of John and Marcy McCall MacBain
Ashleigh Manktelow - Director of Donor and Volunteer Engagement, McGill University
Virginia Roe - Associate Director, Donor Relations, McGill University

On February 13, 2019, John and Marcy McCall MacBain announced that they were donating $200M to McGill University to create the McCall MacBain Scholarships at McGill, the single largest gift ever received by a Canadian organization. But visionary gifts like this one are not made overnight.

In this session, we will speak to the factors that led the McCall MacBains to make this transformational gift and explore the role of stewardship in leading donors to their full gift-giving potential.

Learning Objectives
  • Factors that contribute to making donor dreams a reality (and our University’s dreams too!) – hint: capacity of institution and collaboration are key
  • How Volunteerism plays an important role in creating purpose for donors
  • How Stewardship plays an important role in closing multimillion dollar gifts

Breaking all the ‘rules’: Campaigns, Stewardship and Donor Relations
Whitney MacLean - Development Officer, the Nova Scotia Community College Foundation
Michelle Bussey - Executive Director, the Nova Scotia Community College Foundation and Alumni Relations

Join us as we walk through NSCC’s first provincial-wide campaign Make Way. We will provide a framework for our non-traditional campaign approach and lessons learned along the way. The discussion will include how a focus on creating lasting relationships set us up for success.

We will build the case for outside the box thinking when it comes to campaign donor stewardship and share our experiences with fundraising and stewardship in the College environment.

Learning Objectives
  • Learn from NSCC’s approach to fundraising and stewardship practices that can be adapted for any organization
  • How a non-traditional approach to stewardship and donor relations can be effective
  • Campaign fundraising and stewardship in a distributed 13 campus College environment

Leading the Change: How to build a culture of philanthropy by mobilizing a support network with a donor entered approach
Abbey Black - Manager, Donor Relations, York University
Amanda Coric - Manager, Donor Relations and Development Communications, York University

This session will explore the journey taken in developing and implementing a toolkit which formalized fund establishment and gift stewardship practices, including an enhanced gift agreement management procedure.

Through a highly collaborative approach, we earned leadership's buy-in, established key institutional partnerships and used this platform to ensure donor-focused practices.

Learning Objectives
  • Identifying unique challenges which prohibit donor stewardship opportunities
  • Steps taken to build a roadmap for resolution by identifying your key stakeholders
  • Mobilizing the new structure in real time

 

Presenters