DATE: Tuesday, February 16, 2010

LOCATION: Alumni Hall (VC 112),  Victoria Building , University of Toronto, 91 Charles St West, Toronto ON ~ Museum Subway Station ~ MAP IT

WORKSHOP TIME: 9:00 a.m. (sharp) – 11:30 a.m. - Breakfast buffet at 8.00 a.m.

LUNCHEON TIME: 12:00 p.m. - 1.30 p.m.

COST: Workshop + Luncheon: AFP Members $60.00 ~ Non-Members $80.00; Workshop Only: AFP Members $50.00 ~ Non-Members $60.00; Luncheon Only: AFP Members $30.00 ~ Non-Members $40.00.  

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Workshop Presenters: Julie Wirtanen, CFRE and Trevor M. Clark, CFRE

Julie Wirtanen, CFRE, is a Consultant and Partner of Crossroads Consulting in St. Catharines.  With 20 years of professional fundraising experience in Canada and the U.S., Julie’s expertise includes all phases of capital campaign planning and direction, cultivating and securing major gifts, gift planning, and creating and improving fundraising plans and programs.  Julie has held senior fundraising positions in various organizations including the United Way, The Nature Conservancy of Canada, and the University of Oregon. She is President-elect of the AFP Golden Horseshoe Chapter, a member and former board member of the CAGP Niagara/Golden Horseshoe Roundtable, and serves on the AFP Canadian Council.

 Trevor M. Clark, CFRE, is the Regional Director of Development for the Alzheimer Society of Hamilton Halton, Brant and Haldimand Norfolk. Previously, Trevor served as Director of Development, Planned Giving for Queen’s University, growing its Tomorrow Fund from $113 million in 2006 to $152 million in 2009. As Manager of Planned Giving and Major Gifts for Sickkids Hospital Foundation, Trevor led the highly successful Legacy Leaders campaign, resulting in $3.2 million in bequests in a single year. He also served as Territorial (National) Director of Corps Planned Giving for the Salvation Army, Canada & Bermuda. A frequent speaker, Trevor is an active volunteer in AFP and for the Salvation Army’s Gathering Place, is Chair and National Board member for Conservatory Canada, and is past Chair of the Golden Horseshoe CAGP.

Workshop Topic: Gift Planning: The Heart of a Successful Campaign

Description:

In this workshop, we’ll examine the dynamic role that gift planning can play across the spectrum of our organizations’ fundraising programs – all program shapes, sizes and level of maturity.  We’ll also examine how gift planning can be the heart of any healthy campaign strategy: how we plan, market, recognize, and count planned gifts is a critical component of any campaign.

 Learning Outcomes:

• Understanding the role of gift planning and its disciplines in campaign planning.
• Understanding current and possible future practices.
• Applying this understanding in strategic planning of fundraising programs as well as in campaigns
• Applying this understanding to decision-making regarding policies for counting, marketing, and recognizing planned gifts in campaigns and general fundraising programs. 

 Target Audience:  All levels. 

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Luncheon Presenter: Tony Lee, MBA, CFRE

Like many fundraisers, Tony Lee entered the field quite unintentionally.  After his first meeting with donors, he became completely inspired by their commitment and self-sacrificing generosity to the same cause he was so passionate about.  Following a very circuitous route that included professional engineering, journalism, plus sales and marketing, Tony is now the Director of Gift Planning with the Canadian Cancer Society (Ontario Division).  His responsibilities include overseeing both major and planned gifts.  Tony is seeking to apply the learnings from his varied experiences to his work today.  After witnessing what his father went through in battling cancer, Tony is fighting back against this horrible disease the best way he knows how. 

Luncheon Topic: Using Consumer Behaviour Theory to Market Planned Giving

There are many ways to look at the promotion of planned giving.  In this session, we’ll borrow psychological models which were initially developed for the discipline of marketing.  Together, we’ll discuss what may or may not be applicable to fundraising in general and planned giving in particular.

Learning Outcomes:

• Basic understanding of some consumer behaviour models.
• Applying the models from the perspective of a planned giving donor.
• Creating the best marketing mix and promotional mix based on the models.
• Applying the models to different fundraising situations.

Target Audience:  All levels. 

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CFRE Accreditation

• Participation in the Workshop qualifies for 2.5 CFRE points
• Participation in the Luncheon qualifies for 1.5 CFRE points