Stewardship & Donor Relations Summit

March 19-20, 2020

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

Member: $225
Potential member: $335




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