DATE: Tues., June 21, 2016
LOCATION: Alumni Hall (VC 112), Victoria College, University of Toronto, 91 Charles Street West, Toronto, ON M5S1K6 ~ MAP
TIME: 8:00 – 8:30 am: Continental breakfast and networking ~ 8:30 – 10:00 am: Presentation
COST: Members: $35.00 Non-Members: $45.00 (+ HST)

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Session Description

Discussion of the essentials of preparing your organization to launch an endowment program at your organization. How to market endowment funds, and to whom, to ensure the effort is successful. Once launched what will you have to do to manage the fund as well as to grow the fund to meet your organization’s objectives. Opportunities for stewardship. How do endowment funds fit into your overall fundraising portfolio.

You will walk away from the session with concrete deliverables, not simply theory.

Learning Outcomes

  • What needs to be in place before launching an endowment fund
  • How to manage an endowment fund –technically
  • How to manage an endowment fund – stewardship

Approved for 1.5 CFRE points

Speakers
Gary Sim, MBA, CFRE

President & CEO

The L’Arche Canada Foundation

As President & CEO of The L’Arche Canada Foundation, Gary is responsible for all aspects of fundraising for the largest organization serving people with intellectual disabilities in Canada. Prior to joining L’Arche, Gary served as President of The Reena Foundation for thirteen years where he converted that organization from a small events focused fundraising entity to a major player in the intellectual disability sector with a well- rounded and powerful fundraising portfolio. Prior to Reena, Gary served as President of such fundraising powerhouses as The Toronto Public Library Foundation, Havergal College Foundation, North York General Hospital Foundation and Baycrest Centre Foundation. Over these assignments Gary has overseen the raising of over $200 million in capital and endowment campaigns and the re-engineering of five organizations. Prior to his social profit career, Gary was in brand management at Nabisco Brands, Pillsbury and American Express. Gary graduated from the Richard Ivey School of Business. Gary and his wife live on a horse farm in Schomberg, Ontario.