Stewardship & Donor Relations Summit
January 26 - March 9, 2021
Tuesdays at 2:00 p.m. Eastern
Originally intended to be delivered in-person, in March 2020, the 2021 Stewardship & Donor Relations Summit will now be offered in an online format.
Consistency, communication, and collaboration are key factors in building strong relationships with institution stakeholders. This summit program is designed to cover a variety of topics to demonstrate the unique ways professionals across Canada are working to engage donors, elevate relationships and share their campus stories.
Topics will range across disciplines and feature ample time for discussion and collaboration.
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)
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 SDR5PLUS.
NOTE: the discount is only applicable to the Full Summit Package & CCAE members only.
For questions, contact firstname.lastname@example.org *Discounts cannot be combined.
Get the most out of the discussion:
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. Add a pandemic into the mix and we are working hard to reinvent our practises. 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.
- 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
February 2, 2 p.m. Eastern
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.
- 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
February 9, 2 p.m. Eastern
Stewardship and the creation and maintenance of long-term relationships that lead to a continued flow of increasingly larger significant gifts
John Davies M.A. - Partner and Senior Consultant, Global Philanthropic Inc.
This session will serve to highlight the importance of stewardship in increasing the size and frequency of major gifts, including the key pitfalls to avoid and important cultural sensitivities that must be observed. Case studies will be presented and discussed.
- An insight into trends that are shaping a new fundraising world
- The importance of long-term planning and the critically important role of stewardship in the giving cycle
- How accurate and constant research is playing an increasingly larger role in securing gifts that make a difference
February 16, 2 p.m. Eastern
Brace for Impact: Donor Reports that Resonate
Sarah Sims - Executive Director, Donor Relations, University of Florida, and Consultant, Donor Relations Guru Group
Donors want to know not only how their gifts are used, but also how their gifts have impacted your institution and furthered your mission. Whether you are generating annual endowment reports, communicating about a one-time project, or a donor's lifetime giving, stewardship reporting is an integral component in fundraising success. Join us as we explore not only the type of impact reports your organization should be generating, but how to strategize, execute, and track the ROI of your reporting program. (This will cover various types of impact reporting. Including; endowment, broad-based and high level)
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.
- 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
March 2, 2 p.m. Eastern
Breaking all the ‘rules’: Fundraising, Stewardship and Donor Relations
Whitney MacLean, Development Officer, Nova Scotia Community College Foundation
Michelle Bussey, Executive Director, Nova Scotia Community College Foundation and Alumni Relations
Join us as we walk through NSCC’s approach to fundraising and stewardship. We will provide a framework for our non-traditional approaches 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 donor stewardship and share our experiences with fundraising and stewardship in the College environment.
- 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
- Fundraising and stewardship in a distributed 13 campus College environment
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.
- 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
Tags: philanthropy, Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Leadership and Management, Ethics and Accountability, Senior Leaders, Proposals