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.
When and How to Ask for a Planned Gift
Ken Ramsay, President and CEO, Legacy Leaders Inc.
There is a strong reluctance to ask for the planned gift even though many opportunities present themselves in the typical fundraising program. This session will explore the opportunities and the theory behind asking and then put it to use in an interactive workshop. Participants will understand when to ask and practice doing it! Each will take away a thorough knowledge of this mysterious “ask” and be empowered to start getting results immediately.
Is Your Radar up? The Major Challenges – and solutions – Facing Capital Campaigns
Sue Egles, CFRE, Senior Vice President, DVA Navion
The traditional model of capital campaigns is changing dramatically and we must be ready to embrace new roles for volunteers, and staff, and truly understand the process of cultivation to reach our goals. This interactive session will challenge the traditional campaign model, take a look at common problems most campaigns face and engage the participants in how to understand your community to create a winning campaign environment.
Laying the Foundation for success — Building a Major Gifts Program
John H. MacFarlane, LL.B., MPA, Vice President Major and Planned Giving, London Health Sciences Foundation
Janet Ferguson, Senior Development Officer, Major Gifts, London Health Sciences Foundation
All organizations depend on a strong, diversified development program for long-term success. While many organizations have vibrant annual programs, exponential growth will only occur if we are able to cultivate and solicit major gifts. But where do you start?
Discover how one foundation in London, Ontario was able to build a major gifts program from the ground up. Learn how a two-part strategy met the challenge of developing a major gift culture within the foundation and the hospital and built the infrastructure to support an innovative, comprehensive major gift program! Highlights include hiring the right staff, developing prospect management and clearance strategies, committing to comprehensive research and prospect identification, and providing the right tools to develop strategic relationships.
Philanthropy in a different Voice — Motivating Philanthropic Women
Patricia Hardy MA, ACFRE, President The Tunnelwood Group
Women have always been effective agents of social change, shaping society by recognizing need and creating collaborative solutions. Today women hold significant wealth. Their potential to invest in community causes they believe in is enormous. This interactive session explores gender differences and generational differences among women and looks at how fund development may change due to women philanthropists.
Go for the Gold — Leverage Your Planned Giving Program through Multimedia Partnerships
Sarah Nelems, CFRE, Executive Director,Kelowna General Hospital Foundation
Saskia Ages, Director of Planned Giving,Kelowna General Hospital Foundation
Take your planned giving program to the next level and "Go for the Gold." Multimedia partnerships add leverage to your staff resources and generate community awareness of your planned giving program. With a focus on skill development through innovative partnerships, this session will tell you how to:
Whether your planned giving program is currently in the planning stages or a fully established program, you will find this seminar will help you to take it to the next level.
Things that Go Bump in the night — Untold stories of Capital Campaigns
Vivian A. Smith, CFRE, Principal,Liberty Quest Enterprises Inc.
Steve Hoscheit, CFRE, President and CEO,Alberta Children's Hospital Foundation
Myrna Fyfe, CFRE, President, University Hospital Foundation
Kate Eccles, Associate Vice President and Senior Consultant KCI (Ketchum Canada International)
"The best laid plans of mice and men often go awry." Your campaign plan seemed to be solid... Your campaign goal should have been attainable... the health authority did agree to provide 50% of the funding — verbally...your major donor pledged a million and now there are second thoughts?...
Don't miss this revealing panel discussion. You'll learn how to deal with situations that no one usually wants to talk about (but could happen to you!)
