Banff Compass 2011 Conference Education Brought to you By

There are 11 principles to effective donor stewardship.  Various academics and practitioners have documented what these principles are.  Drawing on 3^rd party scholarship and Dexterity Consulting’s Karma & Cents™ case studies, participants will be walked through the 11 principles and how they are applied in a practical manner to their own organizations.  At the end of the session, participants will leave with a framework for integrating these 11 principles into their own fund development plan.

The donor stewardship framework tool, Karma & Cents™  is developed by Dexterity Consulting as part of the philanthropic brokerage services offered between charities and the donor clients that Dexterity represents.

Is your Board driving you crazy? Maybe they’re trying to micro manage your fundraising efforts. Or maybe despite all your valiant
efforts, they refuse to help with fundraising. No matter what a Board decides to do, or decides not to do, it always impacts you as a
fundraiser. If your Board is driving you crazy or, you think it is about to, then this session is for you. Tony Myers has been a member of
more than five non-profit Boards and worked more than a dozen others. Join Tony and explore with him how you can improve your
relationship with your Board and enhance your fundraising efforts.

Presentation will focus on looking at previous Donor Gift history in your organizations database. Specific focus will be spent on:

• Donor Lifetime Value
• Donor Segmentation
• Donor Retention and Attrition Rates
• Prospecting Rates

The road map to success always has been good planning.  A strong fund development team needs a strategic and functional plan to meet, or exceed, their goals. A common challenge for any team is often implementation and evaluation, especially when their fund development plan is conceptual in nature and lacks definitive time lines, goals, accountabilities and tactics.   

This presentation will walk through the key essentials of all fund development plans and provide working examples for how to create a conceptual framework AND a tactical plan for implementation.

Today, organizations are responding to social media, privacy, blogging and uncertain government funding. Successful fund development
organizations are looking to integrate events, websites, programs, e-philanthropy and one-on-one relationships together. Now, more than
ever, engaged volunteer leadership paired with operational excellence are helping organizations not only grow but thrive in an evolving
economy. Scott Decksheimer will lead and facilitate a session that will help us shape our individual roles in our fund development efforts.

Professional and volunteer fund rasiers will learn the rules, laws, regulations and guidelines that they must adhere to when soliciting donations. This is a joint presentation conducted by the federal regulator - Canada Revenue Agency and the provincial regulator - Service Alberta.

This is a rare opportunity to be able to meet and ask questions of both the federal and provincial regulators of the charitable sector.

Learn "what's new" and also changes being considered and/or proposed for future regulation in the sector.

The equity value of a private company is an important component of estimating individual capacity of a prospect.  Researchers and fundraisers are often frustrated with the lack of financial information on private companies from the public domain.  This presentation will explore various valuation methods and sources used at SAIT Polytechnic.

This session is designed to help mid to senior level development / donor relations professionals understand the integral nature of stewardship, how to build it into the strategic plan, and thus treat it as importantly as dollars raised metrics.  It will also explore a variety of successful stewardship models and provide proven methods for restoring positive and effective stewardship in the face of potential or actual stewardship disaster

Your donors live their lives in three dimensions – the mental, the emotional and the spiritual. They also give to charity from their three dimensions. Yet we fundraisers spend almost all our time speaking to their heads.

How do we effectively touch their hearts and connect with their souls? At first, this seems like a daunting task. But Fraser Green has figured out a simple and effective seven-step method for building donor relationships in all three dimensions.

Donors are increasingly interested in finding philanthropic projects representative of their values to bear their names. Concurrent with this, Boards are increasingly tasked with reviewing and approving named spaces associated with their facilities.

Join us as we learn and discuss how to capitalize on and be responsive to this trend, nonprofits must develop procedures, policies, and practices for establishing, managing, and marketing naming opportunities.

Guy doesn't hold back when it comes to sharing the top ten lessons learned from 30 years in Fund Development. From the practical to the philosophical, from the urgent to the compelling. Come hear one man's TOP TEN LIST gathered from the time when “Dear Friend” letters used to actually raise money, to today when sophisticated major gift moves management operations are now considered best practice.  Hear the secrets.  Feel the passion.  Share the excitement. 

This lecture based, hand-on session culminates with a role-play opportunity for attendees to practice their 'ask muscle'.  This session is designed to examine fundamentals of face-to-face solicitation, while putting fundraisers minds at ease. Ultimately major gift fundraising means asking someone for money face-to-face. Not a natural thing in many ways. But if you are going to be successful in fundraising, you need to be successful in major gift solicitation. Struggling to find the best way to ask for money? Not sure how to get to the point of asking? Looking for the correct words? Participants will learn the strategic overview of major gift solicitation; review the elements that influence a decision; examine the psychology of a successful ask and the secrets to success; and have fun participating in role play.

Stu Reid, Senior Vice President with KCI (Ketchum Canada Inc.) will help us look back over the past few years to see what impact the economic recession had on philanthropic support and the not-for-profit sector and will look forward to see what trends may most influence fundraising in 2011 and beyond.

Shape Team Success & Build Business Success speaks to the importance of setting aside time to acknowledge what really matters to actually be a successful team and working unit respecting that your delegates do work at a variety of organizations, and with different styles.

This particular Powerful Play Experiences workshop format emphasizes that each and every one of your delegates IS doing great work back at their workplace.  But that the real power behind teamwork is ensuring that all team members in any particular workplace environment are operating on the same page as to a very clear definition and vision of TEAM SUCCESS. 

These forays (annual, leadership, major gift and volunteers) into the 4 A's of stewardship will explore the topic using the 4 A's plus examples of best practice when dealing with donors and volunteers.  The three panelists will share their extensive and comprehensive knowledge and experience in specific areas of stewardship.  In addition to speaking about best practice, they will illustrate their presentations with examples from their experience.

This presentation examines how project management practices can be used to successfully deliver a non-profit organization's strategic plan.  The following topics are reviewed during the presentation:

- What are the most common reasons strategic plans fails and what can be done to prevent them.

- Five key strategies non-profit organizations should address and what types of initiatives can be put in place to to deliver them.

- How a strategic plan should should be developed to translate strategic goals and objectives into tactical projects that deliver measurable success.

- What is project management and how it can be used to successfully implement your strategic plan.

- The 1988 Calgary Winter Olympics is one of the best known successful not for profit initiatives in recent memory.  One of the major reasons was the successful implementation of its strategic plan. The Canmore Athletes Village Strategic Plan implementation will be review to show why is was so successful.

- A specific example will be provided to translate Fund Raising Strategic Objectives into tactical projects.

Join CanadaHelps CEO Owen Charters to learn about the easy, affordable, and secure online fundraising solutions that CanadaHelps offers. Find out how CanadaHelps can make your job easier so you have more time to focus on your organization’s mission and core goals.

"The Fundraising Potential of Social Media" will provide audience members with examples of successful social media fundraising campaigns and a breakdown of the elements required for success. Participants will also be encouraged to think about communication differently. Times have changed. We can no longer force-feed information to our constituents. Members of the audience will be challenged to ask themselves about their conception and/or misconceptions of Social Media.

Colin Wiebe uses rock and roll metaphors from his experience as a professional musician to illustrate online marketing principles and will teach you how to ignite social media with direct mail to be a cross marketing rockstar that will have you "Taking Care of Business".

Don't miss Colin revealinh some behind-the-scenes stories from the rock'n'roll tour bus!

As mobile giving matures, both opportunities and challenges have presented themselves. This session will address those issues; including, micro-versus-large donation amounts, ensuring donors can communicate via their channel of choice, converting a donor's mobile phone number into meaningful engagement, and, addressing financial transparency and fiscal responsibility.

Audience members will learn our approach to planned giving and non-profit consultation for high net worth investor/donors.  Mike will share his seven step "INSPIRED Process(TM)" - a consultative approach to mastering fiduciary excellence for organizations - and how this planning approach can improve funding for beneficiaries, enhance donor engagement and attract quality executive leaders.  Mike will focus on how organizations can articulate their new levels of fiduciary care, concrete investment planning and policy development as well as solution planning for donors in such a way as to attract high net worth families to investigate long term commitments and larger potential gifts to the organization.   Mike will also cover some straight forward, donor-specific solutions that can be implemented in an investment management practice.

David Temple will share practical and sophisticated examples of estate and tax planning which are directed to planned giving for high net worth investors/donors.  His presentation covers a detailed summary of actual cases which have allowed high net worth donors to significantly increase the size of their gifts - both in the present and future gifts - while providing substantial tax solutions for the donor as well as estate and inheritance preservation for our client families. 

Our goal is to provide motivated donors with the inspiration, knowledge and tools to help them find solutions to their financial challenges which allow them to dramatically increase their ability to give.

Really? A receipt for that?Ethics – a practical view and introducing  the new online AFP Ethics Assessment Inventory™

At some point in our fundraising careers, a donor surprises us with a request that we’re not quite sure how to respond. Is it ethical? Does it contravene the AFP Code of Ethics that I sign every year? Who can I turn to ensure we practice ethically – and keep our donors?

This session will use a few case studies to challenge your experience and reinforce your knowledge of ‘what is right.’  It will also roll out a brand new online ethics tool just introduced at the AFP International Conference in March, 2011.

Philanthropy and Sponsorship - Contradictory or Complimentary?

Is sponsorship and philanthropy contradictory or complimentary? It is a question every charity and non profit must ask itself. What is the difference between the two? Does it really matter which avenue you follow and what are the consequences if you get it wrong? Can you do both together or must you make a choice? Canada Revenue Agency clearly differentiates between these types of support, but do you know the difference and do you know when to use which, or both? The answer could make an important difference to your bottom line!

Ross will explain the differences, how they impact sponsors, donors and charities and how choose or balance both opportunities for maximum return on investment.

The Rarely Visited Wilds of Gift Planning

Take a journey into Gift Planning to explore key concepts of how this under-utilized tool can increase your effectiveness when working with donors.  Discover how this collaborative process can strengthen your organization and donor involvement.