Tuesday, March 27, 2018

8:00 AM - 10:00 AM

Chestnut Conference Centre
Armoury Suite, 2nd Floor
89 Chestnut St, Toronto, ON, M5G 1R1 (map)

AFP Members: $35 + HST
Non-Members: $45 + HST

Operation Thank You - Mobilizing the Whole Organization in Donor Stewardship

Gratitude and donor stewardship don’t belong only within the fundraising team. Everyone in an organization must play some role in showing donors they matter, but getting buy-in across all areas isn’t always easy. However, when it happens, it is a gateway to unlocking tremendous goodwill in your donor community, and building connections to your cause that you never imagined could happen just by picking up the phone to thank someone.

This session will explore how two charities implemented an organization-wide stewardship strategy of calling every donor with tangible and sometimes surprising results, including increased donor retention, finding new champions and hearing stories which motivate staff members. The session will also provide practical information about addressing organizational politics and thank you call campaign design and implementation. Learn about numerous benefits of this process such as instilling a culture of philanthropy, increasing cross-team education and providing development opportunities for staff.

Key Objectives:

  • Understand the considerations when implementing donor relations strategies across departments and functional areas
  • Learn how to design and implement a thank you call or other stewardship program across their entire organization
  • Increase knowledge of how to maximize the value of phone calls by collecting useful donor information and measuring results in future years
  • Be inspired to get others involved in stewardship to build a culture of philanthropy and gratitude

Cathy Barrick

Chief Executive Officer

Alzheimer Society of Toronto

As the CEO of Alzheimer Society of Toronto Cathy Barrick leads with enthusiasm, creativity and a let’s get ‘er done attitude.  Doubling the organization’s budget in the 5 years since joining the Alzheimer Society, Cathy drives innovation through fundraising and program development.  Cathy believes that not for profits should step up and shine by increasing our social profit margins.Cathy has worked in the not for profit sector from the start – beginning her career as a geronotological social worker.  Using her ability to develop relationships with others, Cathy has become a fundraising champion.  Her leadership of organizations for the last 15 years continues to evolve with a focus on creating an environment where staff feel both valued and supported in their efforts to do good. As a recent Intrapreneur Fellowship graduate of the School for Social Entrepreneurs Cathy tackles organizational challenges and change from the inside out.  Using design thinking to drive success Cathy believes we can change the culture of the not for profit sector. You can find Cathy on Twitter @saving_grace where she adds personality to leadership and the Alzheimer Society.  Cathy believes leading by example is key to an organization’s success and personal career fulfillment.  Cathy loves what she does and it shows.

Rickesh Lakhani, MBA, CFRE

Executive Director

Future Possibilities for Kids

Rickesh Lakhani passionately believes that every donor deserves to feel excellent about giving, and that the duty of a fundraiser is to bring passion towards enhancing the donor experience every day. Rickesh is the Executive Director at Future Possibilities for Kids, where they provide leadership and life skills development programs for children and youth from underserved communities. Prior to this, Rickesh was the Director, Campaign at United Way York Region, leading an $8M annual fundraising campaign. He serves as VP Governance on the Board of Directors for AFP Greater Toronto.