7:00 AM – Breakfast and Networking
7:30 AM – Welcome and Introductions
7:40 AM – Roundtable discussions begin
8:45 AM - Q&A and Wrap-up
9:00 AM - Networking
Back by popular demand, this interactive workshop will help you hone your face-to-face asking skills, no matter what kind of ask (major, capital, legacy, sponsorship) you’re going for.
*New this year* We’ve added a CFRE focus to this session, where speakers will weave in some of the best practices and principles of the 6 CFRE learning domains into their discussions: Relationship Building, Volunteer Engagement, Ethics, Current & Prospective Donor Research and Leadership & Management
Attendees will select three tables to spend their time at throughout the morning. Expert fundraisers from a broad array of organizations will lead their tables through ask scenarios to help guide your ‘ask’ approach and build your confidence.
Please see our full list of topics and speakers below:
Current and Prospective Donor Research
Sarah Chui - Associate Director, Fundraising Analysis & Research at VGH & UBC Hospital Foundation
Securing the Gift
Vanessa Abaya, CFRE - Director, Major Gifts at Ocean Wise
Andrea Wright, MBA - Executive Director at Vancouver Police Foundation
Engaging Volunteers in the Ask
Kristy James, CFRE - Chief Executive Officer (CEO) at Burnaby Hospital Foundation
Planned Giving: Prospecting and Cultivating a PG Portfolio
Karen Brown, LLB - Director, Legacy & Estate Giving at St Paul's Hospital Foundation
Ethics around the Solicitation Process
Jennifer Johnston - President & CEO at Central City Foundation
Tools for the Ask: Case for support, Research, Grants and more!
Ray Marshall, CFRE - Chief Executive Officer (CEO) at MCR West
Planned Giving: Solicitation of Estate Gifts
Dee Dee Sung, MBA - Director, Gift & Estate Planning, Development and Alumni Engagement at UBC
Multiplying the Ask: Matching Gifts
Denise Prail, CFRE - Managing Director at Canuck Place Children's Hospice
Beyond the Ask: Engagement, Stewardship and Building the Next Ask
Jennifer Atkinson, CFRE - Associate Director, Leadership Giving at Royal Columbian Hospital Foundation
Leadership & Management: Growing Your Development Team
Zoë Campbell - Assistant Dean, Faculty of Land and Food Systems at UBC
Member - $45.00 + GST = $47.25
Non-Member - $60.00 + GST = $63.00
Your ticket price includes a delicious continental breakfast, a fantastic learning experience and the opportunity to network with other fundraisers and non-profit professionals from the charitable sector. Register now, before it fills up!
Please note Refund / Cancellation Policy:
- All cancellations 3 weeks prior or greater = $10 or 10% processing fee (whichever is greater)
- All cancellations between 2 weeks prior to 48 hours prior = $10 or 50% processing fee (whichever is greater)
- All cancellations within 48 hours prior = zero refund
This education session is worth 1.5 points towards CFRE accreditation or re-certification.
Registration for this event is now closed. If you would like to register, please email our office at firstname.lastname@example.org.