Stewardship and Accountability: Guarantee Your Pot of Gold

A step-by-step methodology of how to steward and remain accountable to multiple donors at varying giving levels, with different needs and interests, while providing them with timely and meaningful information. This session will cover the countless effective ways of letting donors know how much we value their support and will demonstrate how effective stewardship can be implemented in development offices of all sizes and resources.

Kathryn Henkenhaf, Director, Donor Stewardship, Toronto General & Western Hospital Foundation, ON

Shelagh O’Connor, Manager, Donor Relations, Toronto General & Western Hospital Foundation, ON

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A review of our campaign structures. Setting financial goals and assumptions. The actual reality from a volunteer campaign team. What I would do differently?

Gordon H. Durnan, FAHP, Managing Director, South Muskoka Hospital Foundation, Bracebridge, ON

There are major gift programs, capital campaigns, mini campaigns and endowment campaigns – all built on the same platform. What is the best modality for your organization? When, why and how do you choose one model over another?

Sue Carruthers, FAHP, Senior Counsel, The Fundraising Network, Toronto, ON

Spend an energetic, interactive session with Alayne and Mitze as they delve into the world of innovative strategies to reduce donor attrition. During the session, they will share their results on using volunteers and staff in a donor-centred fundraising approach: as well as best practices throughout the donor pyramid suitable for any size of shop.

L. Alayne Metrick, FAHP, President, St. Michael’s Hospital Foundation, Toronto, ON

Mitze Mourinho, CFRE, Manager, Annual Giving, St. Michael’s Hospital Foundation, Toronto, ON

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Most Planned Giving education has focused on gift vehicles or on vehicle marketing strategies. However, a practical need of most practitioners is to understand and interpret the donor’s needs in order to focus attention on what strategies might suit their situation. Case based, this seminar will focus on identifying clues through active listening that may help you narrow in on an appropriate vehicle or an appropriate designation for funds. The key is in identifying with the donor’s stage of life, sophistication and conflicting demands.

Eric Dean, FAHP, Executive Director, Ross Memorial Hospital Foundation, Lindsay, ON

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Capital Campaigns – fulfillment of pledges; documenting gifts from donors; legal issues if the terms of a gift cannot be met; an overview of the charitable gift rules; board fiduciary responsibilities in connection with designated funds. All of these issues and more will be addressed during this informative session.

Anne Corbett, Partner, Borden, Ladner, Gervais LLP, Toronto, ON

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Let’s step back and examine some of the hottest topics facing Canadian fundraising professionals. A distinguished panel of experienced practitioners will engage you in discussions about the challenge of paying bills in light of diminishing portfolio returns, funding hospital expansions without the green light from your province and what has been learned five years after one of the largest mergers of hospitals/foundations in Canada.

Sue Egles (Facilitator), CFRE, President, Eastern Canada — DVA Navion, Toronto, ON

Panel Members:

Don Livingston, CFRE, President & CEO, VGH & UBC Hospital Foundation, Vancouver, BC

Tom McKenny, Executive Director, St. Thomas Elgin Hospital Foundation, ON

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Eva Friesen, Chief Executive Officer, Calgary Health Trust, AB

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