We are all stuck in tactical execution - we need to look up every once in a while. What can we learn from trends and outright threats to fundraising? Our speakers have proven success in traditional fundraising, are award-winning thought leaders pushing the envelope today in online, major and planned giving and will share what you need to be thinking about long term including online trends, crowdfunding and digital currencies. You will leave informed, inspired and ready to take on 2018. NO ONE is paying attention to the evolution of currency and transfers of cash. We will give an update people can actually understand.

Paul Nazareth has won the highest award in planned giving in 2016 from CAGP and CanadaHelps is raising $140M online including million dollar gifts. He'll bring insight no one is talking about.

Jason Shim is Canada's only winner of an NTEN award and is on the NTEN board, recognized as a leader in online, digital, fintech. He has a unique voice but is thoroughly grounded in fundraising.

Learning Objectives:

  1. Understanding North American and Canadian Trends in online giving

  2. How does this intersect with Major Gifts

  3. How will Planned Gifts evolve in the next five years

Speakers
Paul Nazareth

Vice-President, Community Engagement

CanadaHelps

As Vice President of Community Engagement with CanadaHelps Paul’s team works directly with thousands of Canadians as they support their most beloved causes, 17,000 Canadian charities as they fundraise to change the world and advisors as they facilitate client donations. Paul has been a philanthropic advisor with Scotiabank and spent 11 years with charities like the University of Toronto and the Catholic Church of Greater Toronto in Planned Giving and Major Gift roles. He teaches the national online Planned Giving course with the postgraduate fundraising program at Georgian College, is Chair of the Advisory Committee at the Humber College postgraduate fundraising program, an instructor with the Canadian Association of Gift Planners and has spoken with AFP in almost every Canadian Province in Canada on digital donations, fundraising networking skills and planned giving. In 2016 he won the CAGP “Friend” award as one of the top planned giving professionals in Canada.

Jason Shim, CFRE

Associate Director, Digital Strategy and Alumni Relations

Pathways to Education Canada

How can we harness technology to make a difference in the world? That’s the question Jason loves to answer for organizations. With over 10 years of experience spanning the nonprofit and academic sectors both as an employee and a consultant, Jason has consistently helped organizations stay ahead of the technology curve. In 2013, Jason led Pathways to Education to become the first charity to issue tax receipts for Bitcoin donations, opening access and awareness of the organization to a brand new tech-savvy audience. Jason has taught Digital Marketing at George Brown College, where helped students understand the power and potential of digital media and gain the confidence they need to succeed. In addition, Jason speaks and writes about digital marketing strategy, digital fundraising, online youth engagement, website analytics, and digital currency. Jason volunteers his time serving on the boards of Ontario 211 and the Nonprofit Technology Network (NTEN).