Annual Giving Summit

October 17-18, 2018

Two separate events held concurrently in the same location.

Delta Hotels Toronto Airport & Conference Centre
655 Dixon Road
Toronto, ON

October 17-18, 2018

Member: $215
Potential member: $315

Platinum Sponsors:

Industrial Alliance KCI




Sessions & Presenters

Hotel & Travel


Wednesday October 17

8:00 a.m. - 9:00 a.m.

Registration & Breakfast

9:00 a.m.- 10:00 a.m.

Plenary COMMUNICATION IS THE ASK: how to raise more money using Donor-Centered Communication
with Penelope Burk

10:00 a.m. - 10:20 a.m.


10:20 a.m. - 11:20 a.m.

Reporting & Data Analytics in Annual Giving: McGill’s Journey: Then & Now
Tarek ElChaarani, Director of Annual Giving & Business Intelligence, University Advancement at McGill

Giving Circles: Empowered Philanthropy
Joy Gooding, Senior Development Officer , Seneca College

11:20 a.m. - 11:30 a.m.


11:30 a.m. - 12:00 p.m.

Guided round tables

12:00 p.m. - 1:00 p.m.


1 :00 p.m. - 2:00 p.m.

Tips and Tricks for a Successful Faculty Staff Campaign.
Jacqueline Watty, Senior Relationship Manager, Advancement, Perimeter Institute for Theoretical Physics.

Friendship & Philanthropy: How class reunions and peer-to-peer asks can inspire alumni to give.
Jana Miller, Alumni Advancement Manager, University of Guelph and Tara McNeice, Acting Associate Director, Annual Giving at the University of Guelph.

2:00 p.m. - 2:10 p.m.


2:10 p.m. 3:10 p.m.

Boost your Annual Giving revenue by 50%+ in one year.
Louise Bleau, Director of Annual Campaigns, Development and Alumni Relations Office, University of Montreal.

How focusing on meaningful stewardship, gave Annual Giving donors at Wilfrid Laurier University, the experiences they deserve.
Devan Katsof, Development Officer, Annual Giving Wilfred Laurier Univeristy and June Perry, Manager, Stewardship and Donor Relations, Wilfred Laurier University

3:10 p.m. - 3:25 p.m.


3:30 p.m. - 4:30 p.m.

How Seneca alumni paid it back by paying it forward.
Shannon Gaskell, Development Officer- Annual Fund & Stewardship , Seneca College.

Annual Giving and Alumni Relations #relationshipgoals.
Terry Cockerline Director, Alumni Relations and Annual Giving, Univeristy of Victoria, and Jennifer Sandmaier, BA, CFRE, Manager, Annual Giving, University of Victoria



Thursday October 18

8:00 a.m. - 9:00 a.m.


9:00 a.m.- 10:00 a.m.

10 Free or Cheap Resources to Help you Fundraise Better!
Brock Warner, Director of Community Giving and Innovation, War Child.

Putting the Campaign in Annual Campaign. Turning Around Trent's Annual Fund
Dane Shumak, Development Officer of Annual Giving, Trent University and Lee Hayes Director, Alumni Affairs & Annual Giving, Trent University.

10:00 a.m. - 10:15 a.m.


10:15 a.m. - 11:15 a.m.

Snap Sessions: Collaboration & Cooperation

Mini-Campaigns: One Approach to Integrating Major Giving and Annual Giving.
Sarah Clarke, Director, Annual Giving & Advancement Services, Carleton University

Small Shop Reality Check: Re-aligning Alumni Engagement and Fundraising.
Anne Thibodeau, Manager, Philanthropy, Mount Saint University

Collaboration is Everything.
Linda Flynn, Associate Vice-President, Office of Development and Alumni Affairs, and President, Durham College Foundation

University of Guelph- a focus on being donor centered.
Jana Miller, Alumni Advancement Manager, University of Guelph and Tara McNeice, Acting Associate Director, Annual Giving at the University of Guelph

Streamlining the Annual Giving- Major Gift Connection.
Trizana Parillo, Development Officer in Leadership Annual Giving,Concordia University

11:15 a.m. - 11:30 a.m.


11:30 a.m. - 12:30 p.m.

Closing Plenary
Shaun Keister, Ph.D., Vice Chancellor, Development & Alumni Relations, President, UC Davis Foundation, UC Davis

12:30 p.m.

Box Lunch upon exit

National Partners