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9:00 AM - 9:45 AM
  1. Breakfast Session: Setting Goals!

    Monday, November 22 09:00 - 09:45

    Speaker(s)

  2. Gentle Yoga

    Monday, November 22 09:00 - 09:45

    Speaker(s)

    A gentler practice, focusing on creating more mobility and strength in the body. We start with a slow warm-up, build some heat through accessible, dynamic movement and end with a blissful guided meditation sure to make you feel lighter and ready to take on your day. All levels welcome.

  3. Throwback Pop dance

    Monday, November 22 09:00 - 09:45

    Speaker(s)

    IT'S A THROWBACK DANCE PARTY! Join The Pink Studio Dance + Fitness for a fun sweat session to all your favourite 80's AND 90'S pop songs. You will learn some basic moves and grooves and put them all together into a cool dance routine! The Pink Studio specializes in beginner dance classes for adults, so don't worry you do not have to have any dance experience for this event. The teacher will break all the steps down, and before you know it you'll feel like a backup dancer in a Madonna music video. Wear sneakers or bare feet and whatever you're comfortable dancing in. 

9:45 AM - 10:00 AM
  1. Break

    Monday, November 22 09:45 - 10:00

10:00 AM - 10:15 AM
  1. Opening & Welcome

    Monday, November 22 10:00 - 10:15

10:15 AM - 11:15 AM
  1. Opening Plenary - How to Build Extraordinary Relationships in a Hybrid Reality

    Monday, November 22 10:15 - 11:15

    Speaker(s)

    HUMAN CONNECTION

    1. How to Build Extraordinary Relationships in a Hybrid Reality

    Long before the year of ‘social distancing,’ loneliness was pandemic in our society. In an age of polarization, disconnection, and shallow substitutes for real relationships, every leader needs to know how to build and maintain genuine relationships with clients and teams alike.

    With years of experience interviewing established leaders in business, entertainment and innovation, audiences will gain the following insights:

    • Spark real, authentic conversations to make meaningful connections, personally and professionally
    • Earn trust and build cohesive cultures, as you listen without distraction and make your small talk bigger
    • De-escalate conflict and collaborate effectively by leading with assertive empathy
    • Craft and tell compelling stories that will motivate your audience to take action
    • Explore the questions that create breakthrough moments in any conversation

    This engaging experience is a candid and far-ranging look at how creative conversations can help you reinvent yourself, re-energize your teams, and further develop your business.


11:15 AM - 11:30 AM
  1. Break

    Monday, November 22 11:15 - 11:30

11:30 AM - 12:45 PM
  1. Build a Better Online Experience for Your Nonprofit Brand

    Practical
    Monday, November 22 11:30 - 12:45

    Speaker(s)

    Topic: Digital/Online Giving

    How can you build a better online experience for your nonprofit brand?

    Create a friction-free online experience: one that makes it easy and delightful for your donors and supporter audiences to connect meaningfully with your brand on social media, your website, in email, video and on your donation page.

    From strategy to tactics, we’ll take a deep dive into online donor journeys and highlight important opportunities to boost online engagement, increase donor conversions, create strong emotional connections, and, in the process, establish a foundation for brand loyalty

    Learning outcomes:

    • Understand the elements of a robust online donor / supporter experience
    • Learn digital best practices at all stages of the online donor journey and conversion funnel, through examples
    • Key performance indicators to monitor your progress
    • Meet like-minded professionals with whom you can share ideas and build relationships!

  2. Connecting Deeply with Donors through Philanthropic Psychology

    Experienced Practitioners
    Monday, November 22 11:30 - 12:45

    Speaker(s)

    Topic: Stewardship & Donor Relations

    Want to understand the current findings in philanthropic psychology and how it can lead to deeper and more loyal relationships with your supporters? Join Aimée and Leah, who each hold a Certificate in Philanthropic Psychology (Distinction) from the Institute for Sustainable Philanthropy in the UK, as they share game-changing insights into the minds of charity supporters.   

    Together we’ll explore how a donor’s sense of self and wellbeing impacts giving, how approaching big topics like love and death can deepen relationships, and how to shift the nature of the donor experience simply by applying philanthropic psychology principles to your organization’s communications.

    Throughout this session, Leah and Aimée will share case studies and real-life examples of philanthropic psychology in action. Plus, you’ll get tangible tips for how to integrate this approach at your organization. Don’t miss this deep dive into the psychology of giving!

    Learning Outcomes: 

    • You’ll understand some key concepts of philanthropic psychology
    • You’ll learn how to significantly improve the donor experience by applying the principles of philanthropic psychology
    • You’ll discover how to increase giving and loyalty [...]
  3. Fish in Your Own Pond: Strategies to Engage Donors

    Practical
    Monday, November 22 11:30 - 12:45

    Speaker(s)

    Topic: Stewardship & Donor Relations

    Now more than ever, fundraising professionals are looking for solutions that bring sustainability to an uncertain time. 

    The science of fundraising - or the donor analytical side of our profession - is essential for you as a fundraising professional. Combining key metrics and strong stewardship is the proven formula to build donor engagement. We break it down step by step. We will include over 10 different metrics you need to measure - today! 

    You will receive 25 stewardship ideas to help to engage more donors. Using these stewardship ideas with metrics from your donor database allows you to ‘fish in your own pond’ for donors who may have a higher capacity or are prospects for monthly giving or planned giving. You may also find some lapsed donors to re-engage. You will learn what metrics you need to be measuring, top stewardship ideas and many other ideas on how to engage more donors! 

    Learning Outcomes:

    • How metrics such as Retention, Reactivation, LTDV, etc are important to their fundraising plan 
    • How to connect the metrics to their every day work such as a planned giving campaign 
    • How to re-engage lapsed donors 
    • How to listen to what donors are saying through the data such as a low second gift conversion rate
  4. Now What? Getting Ready for the 'Roaring 20s'

    Yellow (Strategic)
    Monday, November 22 11:30 - 12:45

    Speaker(s)

    Topic: Research

    While we might not be out of the woods yet, it's fair to say there are numerous signals pointing to better days on the horizon!  Combined with an accelerating vaccine rollout, we are increasingly hearing that Canadians are holding unprecedented levels of savings, and numerous measures of consumer confidence indicate that our itch to get out and spend is greater today than at any time since 2018. All of this adds credibility to the theory that, just like at the end of the 1918 pandemic, we are heading towards another ‘Roaring Twenties’ — a time of significant economic growth, technological progress, widespread prosperity, and social, artistic, and cultural dynamism.

    But what about the charitable sector? What will this period of growth and prosperity mean for fundraising and philanthropy? How do we prepare to be ready to take full advantage of it? What should we be doing today, tomorrow and in the weeks and months to come? 

    In other words…Now what?

    Join Nicole Nakoneshny, KCI Partner / Lead, Knowledge + Insights as she shares KCI’s latest thinking on readying your foundation for this dynamic post-pandemic future. Gathered from research and conversation with charities from across the country, she will provide guidance on where things are going as well as some ‘odds-on’ advice about where to focus and build to emerge strong and ready to take full advantage of everything the 21st century ‘Roaring Twenties” will have to offer!

12:45 PM - 1:00 PM
  1. Break

    Monday, November 22 12:45 - 13:00


1:00 PM - 1:30 PM
  1. Tony Elischer Foundation Mentoring Programme – Developing Sector Leaders

    Monday, November 22 13:00 - 13:30

    Speaker(s)

    Tony Elischer Foundation supports and nurtures individuals with talent and a passion for fundraising to help to ensure the development of the next generation of high-quality, successful leaders in the UK and around the world. There are no geographical restrictions for applicants and all our support is provided free of fees for the participants. Throughout an illustrious career of over thirty years in fundraising, Tony Elischer was known and respected as a highly inspirational and accomplished fundraiser and leader. Tony was passionate about drawing out the talents of individuals and influenced countless aspiring fundraisers to learn and progress to become the next generation of fundraising leaders. This foundation has been set up in his name continue to help talented individuals reach their potential.

1:30 PM - 2:00 PM
  1. Working from Home – prep for success (check-in, posture, layout)

    Monday, November 22 13:30 - 14:00

    Speaker(s)

2:00 PM - 3:15 PM
  1. Bitcoin and the Future of Fundraising

    Deep Dive
    Monday, November 22 14:00 - 15:15

    Speaker(s)

    Topic: Trends/Emerging Issues

    Learn about what Bitcoin is, how it’s transforming non-profits, and how to set up a cryptocurrency donation program 

    Learning Outcomes:

    • How to set up a cryptocurrency donation program at your organization 
    • How to identify and engage cryptocurrency philanthropists 
    • How to address common questions and implementation challenges
  2. Diversify Your Fundraising in Unique Markets

    Practical
    Monday, November 22 14:00 - 15:15

    Speaker(s)

    Topic: Diversity & Inclusion

      Canada is a multi-cultural country - foreign-born individuals make up 1/5 of Canada’s population.  

      Among them, Chinese Canadian’s are on of the largest ethnic communities in Canada.  But often, these communities are underrepresented in our fundraising donor bases.  Attention to these unique markets will be necessary to continue fundraising growth and are even more important given the increased focus on Diversity & Inclusion in our fundraising shops. 

      In this session, you will learn SickKids Foundation’s success in tapping into this community. New donations and support don’t just happen without a thoughtful approach. Engagement requires collaboration among cross functional teams within an organization as well as advocacy from diverse community partners. The Chinese Community Program team at SickKids will offer up an inside sneak peek of what it took to develop this new market, including strategies employed, challenges and opportunities, and the tactics and collateral materials used.  Also learn how they pivoted their fundraising programs during the pandemic to adapt quickly to the community’s specific needs.
       

      Learning Outcomes: 

        1. How to build engagement and commitment authentically in a new community  
        2. How to launch a campaign with a limited budget by leveraging existing resources, value in kind sponsors and digital technology  
        3. How to leverage cultural subject matter experts to build loyalty. 
        4. How to use the three P’s - Patience, Persistence and Proactivity to bring you more than just money
      1. Out of the RED and Into the BLACK Amid COVID-19

        Experts and Leaders
        Monday, November 22 14:00 - 15:15

        Speaker(s)

        Topic: Leadership/Management

        Join the Arthritis Society’s Chief Executive Officer and Chief Development Officer to hear the good, the hard and the uncomfortable truths of moving a national health charity from a deficit to a surplus position amid the pressures and uncertainty of the COVID-19 pandemic. 

        Trish Barbato and Jennifer Stewart will share real examples, tips, concepts and ideas that have enabled the Arthritis Society to break down regional barriers and truly connect a nationwide Revenue Development team to achieve fundraising excellence. 

        We promise transparency in our discussion, and an interactive and intimate conversation on this transformation underway at the Arthritis Society.

        • Learning Outcomes: Learning outcomes will be based on a frank and open conversation about:
        • The Arthritis Society’s objectives for this nationwide transformation during the pandemic and under new executive leadership
        • The pros and cons of a connected nationwide fundraising team vs. the “tried and true” regional approach within a national charity
        • How an efficient staffing model, clear role definitions and a new reporting structure ladders up to national goals and a cohesive donor-first, major gift approach
        • How to work more effectively and efficiently with Mission, Communications and Operations staff to achieve mutual goals 
      2. Racialized, Modest Income and Millennial Donors

        Practical
        Monday, November 22 14:00 - 15:15

        Speaker(s)

        Topic: Trends/Emerging Issues

        Statistics Canada reports based on individual tax filers in Canada shows a decline in overall giving behaviour. But as years go by and technology changes, more and more Canadians are using non-traditional methods of supporting causes they are passionate about. While many fundraising practices have been based on cultivating relationships with wealthy donors, organizations may be missing out on the generosity of racialized, modest income, and young donors. In this session, we will re-examine what the data really reveals about microdonations, and rethink the value of small-scale giving. We will also discuss how to engage and create connections with a diverse set of potential donors.

        Learning Outcomes:

        1. Understand the limits of reports on Canadian philanthropy;
        2. Learn the giving potential of modest income donors;
        3. Learn strategies for engaging a diverse group of donors and community members.
      3:30 PM - 4:30 PM
      1. Let’s Talk About Ethical Creative

        Deep Dive
        Monday, November 22 15:30 - 16:30

        Speaker(s)

        Topic: Annual Giving/Direct Response

        Creative is one of our most cherished tools as fundraisers - it’s how we inspire donors to give - but it can also be harmful to those we trying to fundraise for, by reinforcing stereotypes, exploiting suffering, and of creating distance between the  cause, the people who support them, and the people they serve. As fundraisers we should be cognizant of the potential of harm of many of our most established practices for fundraising - and it’s time we put creative under the microscope. In this session, you will hear from M+R and UNHCR Canada as they reflect on a year of scrutiny over their creative and how they are navigating the ethics of the messaging they put out to donors. Challenging the structures of our industry is not a simple thing . It’s a journey many of us our on - and by no means have our organizations found the right answers. But in this session we will provide an honest sharing and reflection on our journey looking at making creative more ethical -  and invite you to do the same.

        Learning Outcomes:

        • Core principles of ethical creative, and strategies to avoid common problems
        • Key questions to ask yourself, your team, and your partners as you define your values and embed them in your approach to direct-response
        • Tips on what actually makes creative effective (spoiler, it may not be what you think!)    
        • Can you test against established best practice without risking revenue?
      2. Taking an Anti-Racist Approach in Fundraising

        Practical
        Monday, November 22 15:30 - 16:30

        Speaker(s)

        Topic: Diversity & Inclusion

        Organizations across the non-profit sector have embraced the importance of inclusion, diversity, equity, and access (IDEA) and know they want to do more to put this commitment into action in their fundraising. However, many struggle with turning good intent and philosophical alignment into actionable strategies. We know that every organization is in a different place with this work and that implementation will look different for everyone. In this session, we will provide practical advice and tools for assessing IDEA in your development program and creating an action plan for change regardless of where you are today. We will share common roadblocks and tips for addressing challenges that can help you to make progress whether you are looking to take big leaps or start with small steps.

      3. The Future of Fundraising Events

        Practical
        Monday, November 22 15:30 - 16:30

        Speaker(s)

        Topic: Digital/Online Giving

        Based on data collected from hundreds of Fundraising Professionals, Industry Experts, Influencers, and Donors, this session will go over key trends, insights, and strategies that you need to know to stay ahead, raise funds and engage your donors moving forward into 2022.

        In this session, we’ll unpack what modern charities are doing with their events to move forward, and discover how you can do the same. We’ll share new ideas based on over 200 virtual, hybrid and in-person events to increase fundraising potential and donor engagement, and discuss what it takes to be an organization that is leading the way with online fundraising.

        Learning Outcomes: 

        • Insightful strategies for successful fundraising in a changing environment.
        • How to plan successful fundraising events in 2022 and beyond.
        • How to enhance donor engagement with your fundraising events.
        • How to identify key indicators for successful fundraisers.
        • How to implement a winning annual fundraising strategy for your organization.
      4. The Future of Legacy Giving - Breaking the Generational Divide

        Yellow (Strategic)
        Monday, November 22 15:30 - 16:30

        Speaker(s)

        For years fundraising experts have been talking about the wealth transfer from the Baby Boomer generation. Economists confirm this is the largest wealth transfer from one generation to the next ever experienced and they predict that this may not happen again. While many charities have heeded the call to get their legacy program in order, many still have not seized this opportunity, choosing instead to focus on short/medium-term fundraising priorities.

        For any fundraising professional, the questions that may arise are:

        • How will this impact future legacy fundraising?
        • How do other generations differ from the Baby Boomer generation?
        • How can we start engaging with Gen Xers and Millennials about legacies?
        • What potential do these generations have for legacy giving?
        • And so much more.


        In this session, we will break down the differences and similarities between generations from a social, political, economic, and cultural perspective. We will explore how charities can begin to engage with the next generation of legacy donors - while, at the same time, engaging with Baby Boomers - as a way to raise more from legacies today and tomorrow.

        Learning Outcomes:

        • Understand the differences between the three current generations (Baby Boomers, Gen Xers, and Millennials)
        • Understand what is important to donors of these different generations
        • How to move beyond legacy conversations with the Baby Boomer generation
        • How to prepare the fundraising program to engage with other generations about legacy gifts
      4:30 PM - 4:45 PM
      1. BREAK

        Monday, November 22 16:30 - 16:45

      4:45 PM - 5:30 PM
      1. Beginner Beyonce

        Monday, November 22 16:45 - 17:30

        Speaker(s)

        A fun class designed to get you sweating, smiling and connecting with your inner Beyoncé. Learn how to strut across the dance floor, basic grooves and finish the class with a fun and sassy dance combo. 

      2. Blakely Bingo

        Monday, November 22 16:45 - 17:30

        Speaker(s)

        Join us for Blakely bingo! This is just the dose of human connection you need. Our virtual bingo night proves that online games are just as fun as playing in-person – and just as competitive. The game will be played through a virtual platform and instructions will be given at the start. Join the fun with our hosts from Blakely for what is sure to be a tonne of laughs!

      8:45 AM - 9:45 AM
      1. Speed Mentoring!

        Tuesday, November 23 08:45 - 09:45

        Looking for some quick advice to help with your personal development and career aspirations? Join us for ‘Speed Mentoring!’. In groups you will have the chance to match with five mentors and be moved around break out rooms to ask multiple - or the same - questions to gauge their opinion, expertise and advice.  So, come with your burning questions in hand and get ready to enjoy these fun, informative sessions along with the opportunity to network, learn something new and maybe connect with someone who’d like to be your mentor on a long term basis. We have a host of mentors signed up, ready to offer you advice, from across Canada in senior Not-for-Profit roles. You can check out our mentors here. Mentors and Mentees will be matched into breakout rooms randomly.

      9:00 AM - 9:45 AM
      1. Networking + Wellness

        Tuesday, November 23 09:00 - 09:45


      9:45 AM - 10:00 AM
      1. Break

        Tuesday, November 23 09:45 - 10:00

      10:00 AM - 10:15 AM
      1. Day 2 Welcome

        Tuesday, November 23 10:00 - 10:15


      10:15 AM - 11:15 AM
      1. Catalyzing Change - Leveraging Digital Fundraising to Activate Donor Advocacy

        Deep Dive
        Tuesday, November 23 10:15 - 11:15

        Speaker(s)

        In the push for donor attention and fundraising dollars, the digital route is becoming more and more attractive. The COVID-19 pandemic has made this even more clear. 

        In this session, you will learn about the strategy as well as the tactics and implementation plan underpinning a successful integrated digital fundraising and advocacy campaign at a national charity. Through a case study approach featuring presentations and breakout sessions, learn about the opportunities, challenges and lessons in executing such campaigns. The presenters will share how you can map organizational priorities to the external policy environment, connect authentically with your audience, and close the ideas-to-implementation gap. The session will offer real-world examples and tried-and-true tactics to enable cost savings and facilitate greater impact. If you ever wanted to know how your organization can contribute to systemic change and create additional revenue streams for financial sustainability of your advocacy, this is the session.
         

        Learning Outcomes: 

        Learn How To identify advocacy priorities and Develop key messages for digital campaigns

        Determine which fundraising tactics and tools To leverage based on budget, campaign scope and audience

        Understand the challenges, opportunities and lessons learned from executing integrated digital fundraising and advocacy campaigns at a national charity

      2. Get Up. Get Out. Get At It.

        Practical
        Tuesday, November 23 10:15 - 11:15

        Speaker(s)

        Topic: Major/Planned Gifts

        Sue McCoy is a self-confessed ask machine.  Tony Myers loves to ask for money and teach others how. Sue leads a team of major donor fundraisers, and works daily, to overcome inertia to get up, get out, and get at it. Tony works with NGOS globally to encourage major donor fundraisers to do the same. “The more you ask, the more you get.  It is that simple,” says Sue. But you gotta admit it, getting up and getting out is one of the hardest things we have to do every day. 

         This is NOT another session on how to “make the ask”.  This session looks at the challenges and opportunities of getting out of our offices, out of our comfortable chairs, aways from out desks to have real conversations with donors. 

         Join, Tony Myers and Sue McCoy as they share their secrets on how they get themselves and inspire others to “get up, get out and get at it.” 

        Learning Outcomes: 

        • The 5 secrets of motivating yourself to get up and get at it
        • The 3 most important ways to motivate your team and others
        • The 6 key elements of motivating volunteers doing major donor fundraising 
        • What you can do tomorrow to make a difference. 
      3. The Integrated Donor Journey

        Practical
        Tuesday, November 23 10:15 - 11:15

        Speaker(s)

        Topic: Major/Planned Gifts

        Integrated fundraising is often discussed from the perspective of the organization’s structure only, e.g. “breaking down silos” etc. But that is only part of the picture. What does integration truly offer to the donors? Making integration also part of the donor’s mindset, creates a healthy ecosystem where the needs of the donor and the mission of your organization are more closely aligned. Most donors would not expect fragmented bits and pieces from their financial advisors. They would expect their advisor to offer a complete and holistic plan. As philanthropic advisors, shouldn’t we offer the same? This session provides real-life case studies with practical takeaways for your high net worth donors.


        Learning Outcomes:

        • Identifying and forming relationships with donor’s circle of influencers
        • Transforming a meaningful donor journey into revenue for your organization
        • Learn the value of a Donor “concierge” system
      4. White & Woke at Work: LIVE

        Deep Dive
        Tuesday, November 23 10:15 - 11:15

        Speaker(s)

        Topic: Diversity & Inclusion

        White & Woke At Work is a YouTube series that was inspired by Janelle's life experiences, and that of others - brave individuals willing to come forward and speak openly about their awakening and deep rooted prejudice.  This series allows White people to share their journey to anti-racist activism, and express the precise moment they decided to use their voice for change. Janelle said about the show:  "As much as I struggled with whether this series was the right one to release at this time when Black voices should be amplified, ultimately, only White people, the ones with the majority of power in our society, have the ability to relinquish some of that power to correct society’s imbalance." As a guest on Janelle's show, Maryann was both nervous and grateful.  Nervous to expose how long White privilege was not one of the privilege's of which she was keenly aware and grateful to be able to model what it takes to begin to be actively anti-racist. This workshop will be a LIVE White & Woke at Work conversation, an opportunity for attendees to journal their own journey, and a Q & A with Janelle and Maryann around what we can do to create more equitable and inclusive workplaces - in person and on line.
         

        Learning Outcomes: 

        1. Concrete steps you can take to begin or further your personal anti-racism journey. 
        2. Exploration of what it means to be an Ally  
          1. Tips on how to create a more equitable workplace.
      11:15 AM - 11:30 AM
      1. Break

        Tuesday, November 23 11:15 - 11:30


      11:30 AM - 12:45 PM
      1. Avoiding the Diversity Revolving Doors

        Practical
        Tuesday, November 23 11:30 - 12:45

        Speaker(s)

        Data is still scarce but the lack of diversity on the highest levels of non-profit organizations management, as well as employee turnovers, have become popular topics in our sector. At the same time Canada’s evolving economic and social landscape has shown increased diversity among employees of NPOs, especially for racial/ethnic diversity, in the last 10 years. How will you recruit a diverse management team? And how will you maintain that team in place, empower it to realize its greatest potential?


        Learning Outcomes:

        1. Toolkit for hiring (attract, recruit, integrate) diverse mid-level managers 
        2. Key metrics to monitor and drive change in the organization
        3. 5 out of the box’s practices for a diverse workplace

      2. Five Fallacies of Fundraising that Limit Authentic Donor Relationship

        Deep Dive
        Tuesday, November 23 11:30 - 12:45

        Speaker(s)

        Topic: Stewardship & Donor Relations

        Fallacies of Fundraising:

        1. Wealth is built by the smartest and most capable people.
        2. The donor is always right.
        3. Donor centricity should trump everything else.
        4. Beneficiaries are deficient and need a donor to save them.
        5. Resources are scarce and we must fight each other for funding.

        There are a number of harmful ‘best practices’ that we have been taught and continue to perpetuate in fundraising and philanthropy. They have been developed from collective learning in a colonial and capitalist system that oppresses entire communities and values wealth creation over equity, our natural world and safety for everyone.

        These ‘best practices’ deepen inequity, create harm, and weaken our effectiveness and happiness in our roles. They hold us back from real and authentic connections with our donors and hold us back from creating a relationship that invites the donor into the work in a meaningful way. They restrict our ability to make real and lasting change for our causes. In this session we will unlearn these practices and re-imagine philanthropy that is based on an anti-oppression practice, centers our communities, and is more effective at engaging and inspiring our donors.

        Learning Outcomes:

        1. An opportunity to question your assumptions about the best practices in fundraising and philanthropy
        2. Learn how donor centricity can damage relationships ,be ineffective in raising money and making lasting change for your cause
        3. Explore new ways to fundraising that are built on equity and authentic relationships
      3. Sector Leaders Dispel Charity Do’s & Don’ts for Cultivating Your Future Donors Gen Z/Millennial Donors

        Deep Dive
        Tuesday, November 23 11:30 - 12:45

        Speaker(s)

        Topic: Trends/Emerging Issues

        As the number of Canadians participating in charitable giving continues to decline, charities need to ignite the next generation of donors to make up for a growing giving gap between generations. Canadians 55+ are currently giving at twice the rate of Canadians 25-54, and once older Canadians are no longer able to give, younger generations will need to bridge the gap. Today, Millennial and Generation Z donors are engaging with charities and causes in new ways that diverge from the time and tested ways their parents or grandparents used to engage with charitable causes. Now is the time for charities to adapt in order to stay relevant, gain new supporters, and continue on. In this session, hear from a diverse panel of sector leaders who are adapting their fundraising and programs to engage with the next generation of givers.
         

        Learning Outcomes:

        • Learn data-driven insights from research conducted with Environics Analytics highlighting new ways younger Canadians are engaging in charities and causes.
        • Gain insights and tips To pivot your current fundraising practices and programs To tailor engagement To a younger audience.
        • Learn about missteps To avoid when cultivating young donors.
        • Hear from three unique charities who are engaging younger donors in innovative programs and fundraising methods.
      12:45 PM - 1:00 PM
      1. Break

        Tuesday, November 23 12:45 - 13:00

      1:00 PM - 1:20 PM
      1. Stretch & Relax

        Tuesday, November 23 13:00 - 13:20

        Speaker(s)

        A 20 min stretch session to loosen your back and re energize you for the rest of the day, focusing on areas which hold the most tension such as your neck, shoulders and lower back.

      2:00 PM - 3:15 PM
      1. Culture Shock: Understanding Death Rituals and Superstitions in a Diverse World

        Deep Dive
        Tuesday, November 23 14:00 - 15:15

        Speaker(s)

        Topic: Planned Gifts

        Canada is a melting pot of hundreds of cultures coming from all corners of the world in addition to over 50 First Nations communities. Each and every one of these cultures have different customs and superstitions surrounding death and dying. The immigration wave of the 70s and 80s means that many of those searching for a new life in Canada are today’s legacy prospects.

        Legacy marketing must always focus on values that guide one’s life. Yet, it is also important to understand customs that can impact our donors who identify or subscribe to a different culture in order to better guide our conversations. Is the way you’re engaging in legacy conversations being adapted to your donors with different cultural identities? Failure to understand their customs and superstitions could alienate your diverse donors and hurt your legacy program. In this interactive session, we will explore the customs surrounding death and dying from Canada’s different immigrant and Indigenous groups and explain how to integrate this knowledge in legacy marketing and conversations with donors. At the end of the session participants will feel better prepared to engage with donors in a respectful and culturally sensitive way about legacies.
         

        Learning Outcomes: 

        1. Understand how different cultural groups view the topic of death and dying and how this impacts your relationships with donors
        2. Recognize that some tools currently being used to promote legacies need to be more inclusive 
        3. Re-examine materials and other tools in order to better engage with diverse donors in a culturally-sensitive way
      2. Exploitation vs. Empowerment: The Challenge of Authentic, Respectful Storytelling

        Deep Dive
        Tuesday, November 23 14:00 - 15:15

        Speaker(s)

        You know that stories are powerful tools to raise voices and raise money. Globally, we’re seeing the storytelling at work in the swelling of the Black Lives Matter, #MeToo, and #StopAsianHate movements. But often in the charitable sector, these stories are raw, heart-wrenching, and triggering. How can you tell them authentically, honouring the bleak and the bitter without exploiting it? In this panel, we’ll explore responsible, respectful storytelling. Panelists will draw from their professional experience to discuss how they do justice to the most sensitive stories, from childhood illness to intimate partner violence to LGBTQ2S+ youth and more. They’ll explore when they lean into the uncomfortable and emotional, when they pull back, and why. Finally, they’ll reflect on how they balance the truth of a story with its larger implications for the person whose story is being told, their family, their community, and society as whole.

      3. Marketing Mental Health: Fundraising that Moves the Conversation Forward

        Deep Dive
        Tuesday, November 23 14:00 - 15:15

        Speaker(s)

        Topic: Marketing & Communications

        Talking about mental health in fundraising can be difficult. Stories are at the heart of fundraising, yet stories of mental health challenges and recovery come with significant complexities. Talking about mental health can be uncomfortable, and care can be difficult to understand, with stories of recovery that are less straightforward than physical recovery, and often ongoing. When we serve a cause where mental health care plays a role, we have a duty of care to enter market in a way that advances the conversation for those we serve — especially now where, in year #2 of the pandemic, mental health is in the spotlight more than ever.

        Join Mo Waja, Fundraising Strategist at Blakely, and Shannon Stuart, CEO of Ontario Shores Foundation for Mental Health, for a conversation on how to market effectively for the cause of mental health in a way that maintains dignity, advances the conversation, and raises revenue.

        Learning Outcomes:

        1. How to work within the significant complexities surrounding mental health to represent patients with care, compassion, and in a way that maintains their dignity and personal agency.
        2. How to build a strong, competitive case for support around mental health and mental health care.
        3. How to tell compelling stories around mental health that can resonate with a wider public audience, even if they don’t have the lived experience of people living with mental health challenges
        4. How to position mental health care competitively in a healthcare fundraising landscape typically led by physical health care.
      4. THE TECHNOPHOBIC’S GUIDE TO THE DIGITAL FUNDRAISING GALAXY!

        Deep Dive
        Tuesday, November 23 14:00 - 15:15

        Speaker(s)

        In 2020, my fundraising career as an events and sponsorship manager was forever changed. In fact my role was literally on the chopping block, since the traditional live events industry came to a screeching halt. I had two choices, adapt and go all in on digital fundraising or become extinct. This session is a guide for all technophobes to not only embrace technology, but to succeed in the new digital fundraising galaxy. Inspired by Douglas Adam’s ‘The Hitchhikers Guide To The Galaxy’ this session will take the audience through a step-by-step guide to set your organization up for success in this new digital world order. No longer will a “donate button’ or charity page suffice to attract the sophisticated 21st century donor, whether individual, major gift or corporate partner.


        Learning Outcomes

        1. Embracing change and technology - so many options 

        2. Create a team for success (small crew of subject matter experts) 

        3. Think DX - donor experience 

        4. Innovation is your critical success factor


      3:30 PM - 4:30 PM
      1. If You're Ignoring Your Database, You're Ignoring Your Donors

        Practical
        Tuesday, November 23 15:30 - 16:30

        Speaker(s)

        Topic: Other

        You would never intentionally ignore a donor mid-conversation, right? Especially not if that conversation was about their gift to your organization. It would be pretty hard to maintain a good relationship.

        But if you're not using your database to record important donor interactions - like if a donor received your most recent newsletter or what appeal motivated them to give - you’re ignoring data that is foundational to building and strengthening your relationships.

        A well-configured donor database is the most important asset of any fundraising program. If it is given the attention it deserves, it will tell you stories about your donors. It will capture their giving interests, chart the evolution of their relationship to the organization, and showcase their hopes and dreams... And not just in the 'notes' field. 

        Join us to learn how to build a clear strategy for data collection and database management and use your data to strengthen your connection to your donors.


        Learning Outcomes: 

        • How to build a data collection strategy designed to strengthen donor relationships
        • How to best record donor engagement data
        • How to use donor data to more effectively connect with donors
      2. Strange Bedfellows: Government Relations and Fundraising

        Tough Topics
        Tuesday, November 23 15:30 - 16:30

        Speaker(s)

        Topic: Digital/Online Giving

        Government relations is a tricky field - one that requires months (sometimes, years) of work forming alliances and building trust to compel decision-makers to bend their ear towards your organization and campaign goals. 

        So it’s no surprise that supporter acquisition and digital fundraising are often left out of GR strategy discussions: mixing fundraising and government can be a risky proposition. 

        But UNICEF Canada has found a way to make these strange bedfellows fit together by widening the community of support on a key campaign issue and use advocacy wins to propel digital fundraising on that same cause. 

        In this session, campaign designers Fai and Whitney will showcase the ins and outs of their recent digital acquisition campaigns, sharing key messaging, strategies and tactics that made advocacy a powerful tool for fundraising. With a close eye on return on advertising spend, they’ll provide a blueprint for your next advocacy-focused fundraising campaign.
         

        Learning Outcomes: 

        Learn how advocacy and fundraising campaigns can work together to achieve concurrent GR and fundraising goals.

        See how advocacy campaigns can build a broader community of support - and help future donors connect to your larger mission.

        Explore how key messaging and content from issue-based campaigns can be adapted and repurposed for fundraising purposes - with a particular focus on social media advertising content. 

        Understand the importance of a donor journey - including a ladder or pyramid of engagement - in crafting an integrated campaign strategy.

      3. The Great Reset: Recent Trends and the Road Ahead

        Deep Dive
        Tuesday, November 23 15:30 - 16:30

        Speaker(s)

        In this extraordinary time, social good organizations find themselves grappling with how to navigate an ever-changing landscape. Now that the tried-and-true tactics of just a few months ago seem to be a distant past, we find ourselves longing for calm and a new normal. In this session, Ashley Thompson will dive into the trends that can help us better understand how philanthropy weathers change. Using data as our guide, we will uncover clues to illuminate our journey. You will hear how philanthropy performed during past economic downturns and natural disasters, providing necessary context as we shape a prosperous path forward.

      4. The Next Generation of Non-Profit Leaders

        Deep Dive
        Tuesday, November 23 15:30 - 16:30

        Speaker(s)

        This panel brings together three fundraising professionals who have found themselves in senior leadership roles at a relatively young age (30-45 ish). Join us for a thought-provoking conversation as they share how they mapped their career trajectory, barriers and challenges faced, and the opportunities they took advantage of - earned, forged or bestowed - that helped them get to where they are today. We’ll explore their leadership styles, their big ideas, and how they’re working to change our sector.
         

        Learning Outcomes: 

        1. Explore different ways to lead organizations and create change
        2. Learn from three different careers how to craft a career path of your own
        3. For an early to mid-career fundraiser, learn how others have grown professionally and created leadership opportunities
        4. For senior leaders, explore how you can hone the talents of your staff and develop their leadership capacity
      4:45 PM - 5:30 PM
      1. Chef Paul Cook-a-Long

        Tuesday, November 23 16:45 - 17:30

      2. The Queens Dance Class and Performance

        Tuesday, November 23 16:45 - 17:30

        Speaker(s)

        Join drag queen, Sasha Tease, for an epic drag performance and class! You'll get to enjoy watching Sasha tear up the dance floor, plus learn their signature dance moves and dance along with them to some iconic and sassy songs.

      3. Wine Tasting/Learning

        Tuesday, November 23 16:45 - 17:30

        Speaker(s)

        Brady is currently the Co-Chair, Sponsorship Committee with the AFP GTC's Board of Directors, where he is leading the development of a modernized sponsorship and activation framework for current and future sponsors of the chapter - including year-round, event-based and special initiative supporters.  His day job is VP, Marketing, Engagement & Analytics at Canada's Children's Hospital Foundations - a national not-for-profit that raises funds and delivers impact to a network of 13 children's hospital foundations across Canada and in partnership with Children's Miracle Network Hospitals, as part of a network of 170 children's hospitals across North America.  

         

        He was introduced to wine as something more than a drink in a glass during his undergraduate years at the University of Toronto, leading him to pursue a wine lovers course at George Brown College - simply based on a curiosity to learn more.  Curiosity turned to a slight obsession, which has turned into a lifelong passion - leading Brady through more courses of study and certifications, including Wine Fundamentals, WSET (Wine & Spirit Education Trust) and Court of Master Sommeliers.  With no plans to work in the hospitality or restaurant industry, he just loves wine - including the history, quirks, production process, tasting, paring and social aspects of one of the world's oldest fermented beverage. 

         

        Join Brady for a fun, unpretentious and informative evening session, where he will lead you through the fundamentals of wine - with a bit of history, fun facts and the basics of tasting.  Suggested wines and some light pairings that you can enjoy at home will come closer to the event date. 


      8:45 AM - 9:45 AM
      1. Speed Mentoring!

        Wednesday, November 24 08:45 - 09:45

        Looking for some quick advice to help with your personal development and career aspirations? Join us for ‘Speed Mentoring!’. In groups you will have the chance to match with five mentors and be moved around break out rooms to ask multiple - or the same - questions to gauge their opinion, expertise and advice. So, come with your burning questions in hand and get ready to enjoy these fun, informative sessions along with the opportunity to network, learn something new and maybe connect with someone who’d like to be your mentor on a long term basis. We have a host of mentors signed up, ready to offer you advice, from across Canada in senior Not-for-Profit roles. You can check out our mentors here. Mentors and Mentees will be matched into breakout rooms randomly. 

      9:00 AM - 9:45 AM
      1. Beginner Hip Hop

        Wednesday, November 24 09:00 - 09:45

        Speaker(s)

        Set to all your favourite music. An urban dance style class inspired by the moves and tunes of the 90's. Learn fundamentals, grooves, and finish with a fun dance combo.

      2. Resiliency During COVID-19: How to keep your mental wellness in check while working from home

        Wednesday, November 24 09:00 - 09:45

        As we enter the anticipated 4th wave of the Covid-19 pandemic it is becoming increasingly more difficult for many to keep our mental wellness in check. We are missing the social interactions of our co-workers and donors more and more. This year, staff from Distress Centres of Greater Toronto will be presenting on how to build resiliency, working from home best practices and the importance of self-care. Distress Centres of Greater Toronto will also be providing a number for congress attendees to call during our three days together if you need to reach out for support.

      9:45 AM - 10:00 AM
      1. Break

        Wednesday, November 24 09:45 - 10:00

      10:00 AM - 10:15 AM
      1. Day 3 Welcome

        Wednesday, November 24 10:00 - 10:15

      10:15 AM - 11:15 AM
      1. Build That Trust!

        Experts and Leaders
        Wednesday, November 24 10:15 - 11:15

        Speaker(s)

        Topic: Other

        Regardless of the size of your institution, fundraisers have to collaborate with internal partners in revenue generating efforts. Whether it is building a case for support, understanding your cause on a deeper level, assuring that donor funds are spent appropriately or reporting back on impact, we cannot do it alone. This work can be challenging and requires trust. What are some easy strategies fundraising professionals can implement today to begin or deepen this important work? How can we reframe this relationship for greater success? Together, we will discuss common roadblocks and strategies that will focus on building trust, representing our work and actively listening to our partners as we work together. We will also examine the power dynamics one might encounter in this complex behind-the-scenes work.

        Learning Outcomes:This interactive presentation will explore:

        1. CRINGE: Why does asking for money make people feel weird?
        2. CHECK YOURSELF: Why does everyone seem to distrust the fundraiser?
        3. Who are you working with and is there a lack of trust/ power dynamic to investigate? Do you need to take some time to explain the impact of your work and clearly establish responsibilities and expectations between yourself and your partners? Coaching and understanding who the expert in the room is.
        4. Are there layers of stakeholders you need to engage to do your work effectively? From Leadership to Account Administrators - do you have a clear line of sight of who you need to spend time with to fulfill your commitments to your cause and donors?
        5. Politics: How can you protect your time and not over-promise.Always returning to designated needs and avoiding drift.
      2. Corporate Takeover

        Deep Dive
        Wednesday, November 24 10:15 - 11:15

        Speaker(s)

        Topic: Corporate Giving & Sponsorship

        A thought-provoking, interactive session led by two experienced fundraising professionals, exploring the non-profit sector’s tendency to adopt for-profit approaches in areas such as change management, marketing and even the language fundraisers use internally.  The presenters will challenge assumptions, asking whether this is always in the best interest of our organizations and encouraging participants to share their own opinions and experiences.
         

        Learning Outcomes:

        • Engage in a conversation about the differences between for-profit and non-profit organizations
        • Question common assumptions about the applicability of corporate approaches in the sector
        • Reflect on their own organizations and personal experiences
      3. Digital Transformation: It’s All About Culture Mindset and Change Management

        Experts and Leaders
        Wednesday, November 24 10:15 - 11:15

        Speaker(s)

        Topic: Leadership/Management

        Digital transformation in Canada’s charitable sector is so much more than simply using digital technology to fundraise, support programs, and stay connected. Digital transformation is a fundamental mindset focused on culture, change management, and leadership within an organization. For so many charities, however, digital transformation starts with the basics and builds from there to achieve future growth and success. While charities have had to lean heavily on digital technologies to continue operations during the COVID-19 pandemic, small charities significantly lag behind in digital technology adoption, as less than half of Canada’s smallest charities with annual revenues less than $100,000 have integrated digital technology into everyday activities according to research from CanadaHelps. As we head towards pandemic recovery, there is no better time for charities to focus on digital transformation to build better, more resilient, connected, and impactful organizations that will thrive.

        Learning Outcomes:

        • What digital transformation is, How it involves more than just your digital tools, and why it matters To your charity.
        • How To lead your charity through digital transformation, and How To help your team get into the right mindset for digital success.
        • Learn change management best practices from seasoned leaders who Have faced digital disruption in media, eCommerce, and the charitable sector.
        • From measuring outputs, improving through testing and evaluation, To increasing operational, hear real life digital transformation insights from Furniture Bank.
      4. The Power of Virtual & Hybrid Events

        Practical
        Wednesday, November 24 10:15 - 11:15

        Speaker(s)

        Topic: Special Events

        Virtual & Hybrid events give you the power to connect with your audience in unique ways and help you meet your philanthropic objectives.

        There are many tangible benefits including extending your reach, monetize on-demand content, foster community and provide a sustainable alternative. Learn how to maximize virtual events to tell your story whether it is a large-scale gala, cultivation event or conference.

      11:15 AM - 11:30 AM
      1. Break

        Wednesday, November 24 11:15 - 11:30

      11:30 AM - 12:45 PM
      1. Creating Inclusive Teams Based on Safety and Equity

        Experts and Leaders
        Wednesday, November 24 11:30 - 12:45

        Speaker(s)

        Topic: Diversity & Inclusion

        What is your role in creating a safe and inclusive culture within your own organization and team? How does this lead to better relationships internally and externally with donors and volunteers?  What is your role in dismantling power and privilege dynamics to create safety?

        Donor relationships are rife with power dynamics that almost always put the fundraiser in a position of weakness, and similarly this dynamic is transposed into the field of fundraising and shows up in our organizational culture. The philanthropic and fundraising community is built on an origin story of loving humanity and caring people and causes altruistically. However that altruism and love of humanity is simply not distributed equitably - how many racialized, disabled, transgender, and muslim fundrasiers are there in positional leadership roles in charities in Canada? How many are in your organization, on your board, and in your donor base? And what are you doing to create a safe and inclusive space that is just and equitable?

        This session is for senior fundraising leaders interested in moving from empathetic allies to actively anti-oppressive and creating organizational culture that actively reflects values of IDEA. You’ll walk away emboldened and energized with practical and tactical strategies to harness your power as a fundraising leader in navigating and building relationships with your team, donors, volunteers, board members, and colleagues.

        Learning Outcomes:

        • How you can share power, hold space and and give up power
        • Develop opportunities for fundraising professionals with diverse lived experience and intersectional identities To ascend To greater leadership
        • How To create and uphold organizational culture and practices that ensure donor and volunteer relationships are grounded in equity and anti-oppression
        • How To ensure equity in recruitment and talent engagement activities
      2. Cultivating Joy: Creating Amazing, Joyful Experiences for Your Staff and Supporters

        Experienced Practitioners
        Wednesday, November 24 11:30 - 12:45

        Speaker(s)

        Topic: Digital/Online Giving

        In our day-to-day lives, we encounter thousands of messages and interactions that are all competing for our attention, but how many of them bring us joy? Join us as we take you on an inspirational exploration of our experiences in building teams and culture to deliver joyful experiences. We’ll take you behind the scenes of a tech-savvy marketing and fundraising team, showing you the strategy, tactics, and results of initiatives that we’ve launched to spark joy in staff, supporters, and various other audiences. You'll learn how digital tools and thoughtful organizational strategies allow you to focus on what matters most in charities and non-profits: creating and nurturing human relationships. If you’re interested in bringing a digital innovation lens to the work of your organization around marketing and fundraising, this session will provide you with insights to apply similar strategies and tactics in your own organization.

        Learning Outcomes:

        How to integrate an innovation lens into engaging various stakeholders

        How to use digital personalization tools to delight new and existing supporters

        How to implement a culture of innovation and experimentation

        Key ideas and strategies for you to implement at your organization


      3. Leader or Changemaker?

        Experts and Leaders
        Wednesday, November 24 11:30 - 12:45

        Speaker(s)

        Topic: Leadership/Management

        The racial diversity crisis, on top of the unprecedented medical, metal, and economic health issues that began in 2020, has only accelerated the challenges that business leaders are facing. The recent, multi-faceted challenges are a priority issue for government, customers, shareholders, consumers, influencers, employees, and future employees, specifically in relation to the topic of race and diversity in the workplace. Business leaders are feeling the urgency to find an immediate solution. However, that can do more harm than good. In this presentation, Mark Harrison will share a long view blueprint for leaders to address the opportunities and challenges that social justice presents to their company. He will discuss the opportunity for leaders to act both as C-level executives and Changemakers. That personally and professionally, the pursuit of Purpose, Passion and Profit can occur congruently.


        Learning Outcomes:

        • Understand the ROI for your company, brands, and culture from having a more diverse workforce
        • Gain actionable insights on how to be an employer of choice for diverse talent
        • How the pursuit of profit, purpose, and passion can engage your team
      4. So Many Donor Stories!!!

        Green (Applied)
        Wednesday, November 24 11:30 - 12:45

        Speaker(s)

        Topic: Major/Planned Gifts

        Our humanity has recently been challenged as we have all been forced to physically distance. And while we have all been in our homes, we have discovered a very basic need - and that is one of connection. There is no greater way to connect with the world around us than through storytelling. That is why in this session, you will hear some of the most compelling stories as it pertains to Major Gift Fundraising. Through these stories, you will learn some of the most fundamental tenants of what it takes to secure a major gift. Learn how to pivot when a donor turns his back to you (literally!). Hear about what happens when you end up at the wrong house. We have all faced a dissatisfied donor, a failed project or an epic fail/success. Listen to Sue McCoy share her stories from the past 20 years of interacting with major gift donors.

        Learning Outcomes:

        • Appreciate the dynamic nature of major gift fundraising and hear First hand How To pivot
        • Learn new ways To approach your work, your donors and your colleagues
        • Feel connected with your fellow colleagues as you relate To the stories being told
        • Leave this session feeling motivated To connect and ultimately thrive in your life
      12:45 PM - 1:00 PM
      1. Break

        Wednesday, November 24 12:45 - 13:00

      1:00 PM - 2:00 PM
      1. Lunch + Closing Plenary

        Wednesday, November 24 13:00 - 14:00

        Speaker(s)

      2:00 PM - 3:30 PM
      1. 3D Virtual Escape Room - Omega Protocol

        Wednesday, November 24 14:00 - 15:30

        Join us for 90 minutes of puzzle solving fun! In this fully 3D rendered environment, a group of rogue scientists' experiments to prolong the human lifespan have gone horribly wrong... unleashing the rise of the walking dead. As part of a team, you must race through a series of puzzles spread over 3 unique levels, in your quest to contain the spread and uncover the antidote before time runs out! You will be placed in teams of 5 (at random) and work together to solve puzzles, have fun and ultimately escape a Zombie Apocolps... numbers are limited and should be pre-booked in advance to confirm participation. 

      2. Day 3 Wrap-Up

        Wednesday, November 24 14:00 - 14:15

      3. Tea & Chocolate Sampler Tasting (with props!)

        Wednesday, November 24 14:00 - 14:45

        Speaker(s)

        Welcome to the magical world of tea & chocolate pairings – let’s enjoy an afternoon with two of life’s greatest pleasures: tea and chocolate!
        This interactive workshop delve into the mysterious and fascinating world of tea, while giving you lovingly curated hands on tools and tea to enjoy at home during the workshop. Join The Monarch Tea Co. owner; Katie Cyr, as she brings together two very diverse worlds and shows you how to pair and enjoy different teas and locally sourced chocolates together. We’ll sample three custom made gourmet chocolates paired with three unique teas and learn how to expand our palates and create our own pairings at home. Each guest will receive a custom package including: three chocolates, three 20g bags of loose leaf tea and a 20 pack of “fill your own tea bags” and a tea tasting wheel.
        Please note that pairings may contain nuts & are prepared in facility that uses nuts. 
        Numbers are limited and must be pre-booked in advance to confirm participation.