Case Development: From Concept to Board Approval

Gina Eisler, CFRE, Vice President,
Stewardship, Hamilton Health Sciences Foundation

The case is the bridge between enabling Foundations to conduct successful campaigns and helping hospitals realize their dreams. This session will provide delegates with an overview and answers to critical questions such as: What is the case used for? How do you compile the case?

Learn about the key steps in the case development process, suggested resource documents, important interview questions, reasons to have an approved case and the process required to move the case from resource document to case brochure. Examples include “dissecting” a hospital functional program that becomes the basis of a case and then a recognition profile for a donor.

Planned Giving in the Small Shop

Arthur Brink, FAHP, CFP,
Vice President and Chief Philanthropic Officer, Martin Memorial Foundation

An in-depth look at creating and managing a planned giving program that works for small shops. Key steps, when to enlist outside expertise and effective marketing are all reviewed.

Taking Control of Your Annual Fund

Lawrence C. Henze, J.D., Managing Director, Blackbaud

Assert control over the efficiency and effectiveness of your annual fund. Who should be contacted and who should be removed? What messages should be sent and how often? How do you measure success and select vendors to reduce costs and increase response rates?

Building a Successful Direct Mail and Monthly Donor Program

Harvey McKinnon, President, Harvey McKinnon Associates
Gillian Sneddon, Director, Annual Fund, London Health Sciences Foundation

This team will share their success in building donor loyalty, boost income and increase financial stability. Learn how to set up and sustain a lucrative monthly giving program or fine-tune an existing one. Participants will use case studies and examples with a dash of humor.

Donor Recognition: The Next Generation

Deborah Burgess, Principal, Octopus Design & Comm
Vivian Nash, Co-Founder and Director of Operations, Blue Lemon Media Inc.

This session is for anyone about to develop or enhance a donor recognition program. See how traditional means of recognition can be taken to the "next level" by incorporating new media and web-based systems. Understand how to increase fundraising efficiency and develop your donor base. Participants will discuss approaches and budgets.

Strategic Special Events

Gillian Sneddon, Director, Annual Fund, London Health Sciences Foundation
Laurel Gosnell, Chief Development Officer, London Health Sciences Foundation

In this interactive session, you will examine real special events. The speakers bring over 20 years of experience and will discuss both one-time and annual events using critical paths, budgets, sponsorship and guest lists. Discover best practices.

Meet Them Where They Are: Online!

Warren McCrea, Regional Account Executive, eTapestry

Explore current trends in internet usage and its affect on fundraising. You will discuss the changing demographics of internet users and how to use the web for relationship building and communication. This will be a highly interactive and entertaining look at the internet revolution.

Governance and the Small Shop

Margaret Mason, Partner, Trusts & Estates, Bull Houser & Tupper

Using extensive legal and practical experience this session will cover how to run effective board meetings, taking and keeping proper minutes, managing privacy, corporate filings, directors' liability and more! Helpful for board members and professional staff.