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Fundraising Clinic [clear filter]
Thursday, May 14


C1-1: Tough Talk…Tougher Talk…Toughest Talk: About boards and that thing called governance | generously sponsored by

Prepare yourself. Brace yourself. WCFC is unleashing Simone Joyaux and she’s down for some TOUGH TALK. This crucial clinic is not for the faint-of-heart philanthropy fraidy-cats. There will be ranting. There will be raving. There will be uncomfortable looks and conversations. And there will be a plethora of wild rings.

Simone says it best:

What’s this workshop about? Fixing the mess where there’s mess!
Are you ready?
Because I usually start with shock and awe. Then a deep breath and I move into principles and practice and body of knowledge.
But shock and awe is always just a breath away. Why? Because of mediocrity and dysfunction and even scandal rampant in the serious business of boards and governance.
Sector credibility is still lower than it used to be. That means less credibility with people in your community, surely with your prospects, and maybe with your donors, too. And unfortunately, our boards and governance aren’t improving.
Who knows what’s next? But you and your board should be worried, really worried.

Who should attend this workshop? Several people.
 Executive directors must be highly knowledgeable about governance – and must enable it well. Fundraisers must understand governance.
And it sure would be great if some board members actually learned about governance. However, remember this! Just because you’ve served on boards doesn’t mean you actually know what you’re doing. Remember all that mediocrity, dysfunction, and scandal mentioned above?!

Attend this workshop. But only if …
You’ve got the guts to challenge yourself and your board. Come along if you’re willing to question the status quo.

Be prepared for really tough talk. Lots of ranting and raving. All accompanied by my biggest and weirdest rings, for extra emphasis!

avatar for Simone Joyaux, ACFRE, Adv Dip

Simone Joyaux, ACFRE, Adv Dip

Board development. Fund development, Joyaux Associates
Tom made me a t-shirt with:SIMONEon the front. It took me a few seconds to figure out what that meant.Then Pal Ashley began calling me D.J. Sim One.And now I’m attracted to rocks for gardens. So now Tom calls me Sim One Rock Hunter.I’m an expert in governance, strategic planning... Read More →

Thursday May 14, 2020 10:15am - 12:20pm
Ballroom Salon A


C1-2: Making Asking Easier: How to Find Greater Confidence and Joy in the Art and Science of Asking | generously sponsored by

For some, asking for money, can be one of the most daunting tasks anyone faces in major gift fundraising. For Tony Myers and Sue McCoy, it is sometimes daunting, but most often, it is a joy.

So how do they do it? How did they span the gap between fear and joy? How did they take themselves from daunting to joyful? What are the skills and techniques they bring to their craft that allows them to be successful? And how can you take advantage of what they have learned the hard way.

Whether you are a seasoned professional or a brand new convert to major gift fundraising, you will benefit from this interactive session designed to sharpen your skills, increase your confidence and show you too can find joy in your major gift fundraising work.

Join Sue and Tony as they take you on a major gift fundraising journey and share with you how they found joy in major gift fundraising and how you can too.

Learning Outcomes
  • How to engage your Board and Senior leaders and increase your comfort and theirs
  • How to capture new ideas and increase your confidence when asking for a major gift
  • How to attract donors to your cause and “get out of the way” of your success
  • How to enhance cultivation and stewardship moves that make asking, easier
  • How to perfect the essential pre-steps to the major gift ask
Intended Audience
  • Major gift fundraisers who want to up their game
  • Those new to major donor fundraising, who want to perfect the art of the ask
  • Senior NGO leaders who want to (or need to) learn more about major gifts
  • Communicators working with major donor teams
  • Founders, who want to share the joy of funding with others who share their values

avatar for Sue McCoy, MA, CFRE

Sue McCoy, MA, CFRE

Director of Major Gifts, Stollery Children's Hospital Foundation
Sue McCoy is currently employed as Director of Major Gifts with the Stollery Children's Hospital Foundation. Sue has worked as a development professional for over 20 years raising over $50 million for organizations across Canada. Sue is very active as a volunteer in the community... Read More →
avatar for Tony Myers

Tony Myers

Myers & Associates, Principal and Senior Fundraising Counsel
Tony is a passionate enthusiast, fundraiser, consultant, strategist, author, speaker and coach who loves to raise money and help others to do the same. He has acquired a lifetime of experience in working on 5 continents with organizations undergoing change. His skills in major donor... Read More →

Thursday May 14, 2020 10:15am - 12:20pm
Ballroom Salon B


C2-1: Leadership Bootcamp – essential survival training for fundraisers | generously sponsored by

When it comes to our fundraising profession, our sector has one of the most challenging leadership environments of any sector of our society.

There’s a lot of reasons…the ‘overhead’ issue that still grips our boards and bosses; the few and far between professional education opportunities for eladers; a releactively new ‘professionisation’ of fundraising; fundraiser burnout; high demand and shallow talent pool…

More than ever, it’s important to gather around our industry’s best and brightlest leadership and make them tell us everything they know!

Jane will guide attendees through a 2-hour leadership survivial bootcamp.

With a career spanning 2 continents and every nook and cranny of fundraising, Jane can help leaders of every description:
-'Leading up' in your organisation and struggling to build effective and efficient fundraising programs without support? Jane can help.
-Were you suddenly thrust into a leadership position with just a few months of experience after a sudden departure of your boss? …come get help from Jane and your colleagues.
-You have a great team and a fundraising program that's humming along. Where do you go from here?
-Feeling burnt out after giving your mind, body and spirit to the sector? You are not alone!

Now matter where you are on the fundraising leadership spectrum, you need a community of peers, ready to share knowledge and expereince. Join Jane and your colegaues for a clinic where you can safely and effectively explore problems and solutions, and maybe most important, share and receive support from your peers.

Come prepared to share your biggest fears, failures, secrets and successes.

avatar for Jane Potentier, CFRE

Jane Potentier, CFRE

Interim Senior Director, Faculty Development, Office of Advancement | University of Alberta
Jane’s fundraising career spans 25 years, 2 countries and a variety of roles.She joined the University of Alberta in 2002 and has led the Annual Giving and Corporate and Foundations Relations programs and currently leads ten Faculty based fundraising teams.Prior to her move to Canada... Read More →

Thursday May 14, 2020 2:00pm - 4:20pm
Ballroom Salon A


C2: Paul Nazareth on Planned Giving | generously sponsored by

Join Canada's master Gift Planning educator and take your Planned Giving program to the next level.

avatar for Paul Nazareth

Paul Nazareth

VP, Education & Development, Canadian Association of Gift Planners
Paul Nazareth is a leader in Canada’s philanthropic sector with over 18 years’ experience in Planned Giving. Now Vice President, Education & Development at the Canadian Association of Gift Planners, he has most recently been VP at the charity CanadaHelps as they scaled in donations... Read More →

Thursday May 14, 2020 2:00pm - 4:20pm
Ballroom Salon B