Advancement Services
Advancement Services is the unsung hero of post-secondary advancement. Discover what innovative things are being accomplished in other Advancement Services offices around Canada!
Session descriptions and speaker biographies are all listed below. Read what's in store, then scroll down to the bottom of the page and sign up for the sessions that interest you most.
Session One: Sunday, June 4, 10:30 a.m. - 12:00 p.m.
CONVERGENCE SESSION:
Bad Attitude Survival Guide:
Keeping the Service in “Advancement Services”
If telling your staff that "the customer is always right" just gets you eye rolls, grumbling, or shaking heads, all is not lost! In this session, AS professionals at all levels will get the tools they need to identify the root causes of bad attitudes, navigate conflict, and combat burnout. You'll learn all the skills you need to foster a more cooperative, productive and mutually respectful working environment. Other disciplines welcome!
Jennifer Warwick
Managing Director
Advancement Solutions
With nearly 20 years experience in the advancement field, Jennifer Warwick has extensive knowledge of fundraising programs, systems, annual giving, major gifts, prospect research and tracking, operations, and management and leadership. She previously served as senior counsel and leader of the Advancement Services division at Phillips & Associates, a management consulting firm for nonprofits. Prior to joining Phillips, Ms. Warwick served as assistant vice president, University Relations Services at Loyola Marymount University. She has also served as executive director of University Annual Giving and as director of development for the Marshall School of Business and the Leventhal School of Accounting, all at the University of Southern California; as assistant director of development at Good Samaritan Hospital; and as corporate campaign manager at the Los Angeles Theatre Center. Jennifer is an award-winning national and international speaker and frequently chairs and presents at both national and district conferences for the Council for the Advancement and Support of Education (CASE).
Session Two: Sunday, June 4, 1:30 p.m. - 3:00 p.m.
CONVERGENCE SESSION:
Peer 2 Peer eFundraising
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This session will explore the untapped potential within your alumni community to solicit themselves and their parents. Based on years of work with the leading charities in Canada, Artez has learned the best practices engaging friends asking friends to give online. In this session we will explore case studies in peer to peer internet fundraising, and apply them to real-world alumni to alumni campaigns. Come to this session with a willingness to move beyond the simple "donate now" button!
Philip King
President and CEO
Artez interactive
Many people would agree that Philip King has established himself as a successful jack-of-all-trades. A graduate of Harvard University, Philip remembers taking center stage with Academy award-winning actor Matt Damon in a production of “A…My Name is Alice.” But his acting days are now over. These days, Philip finds his niche in empowering non-profit organizations through his newly appointed role as President and CEO of Artez Interactive. “Non-profit organizations are the unsung heroes of our communities,” he asserts. “Artez is the perfect place for me to help these groups embrace a digital future… it’s a tremendous, rewarding experience.” Prior to Artez, Philip was the first-ever vice president of e-business at United Way of Greater Toronto, where he was instrumental in implementing a workplace donor application for United Ways across North America. In his spare time, Philip advises multiple levels of government on issues surrounding technology, in addition to teaching an e-business strategy course at the Joseph L. Rotman School of Management, where Philip earned his MBA. Born in Tennessee, he says he endures the Canadian winters to enjoy the civil society of Toronto where he lives with his wife, Leta, and two sons, Adam and Sam.
Session Three: Monday, June 5, 8:30 a.m. - 10:00 a.m.
A Practical Approach to Privacy
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With all of our institutions facing some type of privacy legislation, this session will discuss how UBC has survived and prospered under British Columbia's Freedom of Information and Protection of Privacy Act since 1994. Rather than discuss the alphabetic soup of various provincial & federal legisislation the presentation will focus on the ten rules laid out in the Canadian Standards Association Model for the Protection of Personal Information and how UBC has interpreted and implemented its recommendations.
Alan M. Marchant
Director, Advancement Services
University of British Columbia
Alan Marchant is the Executive Director of Advancement Services at the University of British Columbia. His responsibilities include providing leadership and vision in the development and use of enabling technologies, systems, and financial management in the support of the External & Legal Affairs Division and the Development Office. He is member of the senior management team of the Development Office and has specific responsibility for Prospect Management, Research and the Annual Giving program, as well as the usual Advancement Services areas; and is a liaison with UBC senior administration to further the priorities of UBC Advancement initiatives.
He holds an honours degree in Physics from the University of Sussex, an MBA from Simon Fraser University and is a Certified Management Accountant. Before coming to UBC 12 years ago, he was a consultant in the area of strategic use of information, feasibility analysis and performance improvements, organizational effectiveness and process re-engineering.
Session Four: Monday, June 5, 10:30 a.m. - 12:00 p.m.
Stewardship 101
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For development officers, stewardship is an integral part of the on-going cycle of relationship-building. For those who work in Advancement Services and Donor Relations, stewardship encompasses everything from thank-you letters to gift agreements to endowment fund reports and beyond. This session will provide an overview of the support activities and tools that assist development officers in maintaining those all-important relationships with donors.
Lynn Hruczkowski
Associate Campaign Director/Manager
Donor Relations and Stewardship
University of Alberta
Lynn began her career in educational fundraising in 1988 as UNB’s inaugural Annual Giving Officer. During a five-year tenure, she managed all annual giving programs and developed numerous initiatives including the faculty-staff campaign, grad class giving program, and donor recognition clubs. In the early-90’s, Lynn took a three-year hiatus from fundraising to serve as UNB’s Manager of Residence Life where she was responsible for a residence community of 1,500 students. She returned to fundraising in 1996 at McMaster University in Hamilton, where she managed and developed programs in annual giving, donor relations and major gifts. In 2001, Lynn moved to the University of Alberta as Manager of Donor Relations and Stewardship. During the past five years, she has been responsible for numerous enhancements to the University’s donor relations initiatives including a redesigned donor recognition program, revised naming policy and procedures, the introduction of donor agreements, detailed endowment fund reports and a streamlined gift acknowledgement process. In her current role as Associate Campaign Director, Lynn is responsible for communications for the U of A’s $310-million Campaign 2008.
Session Five: Monday, June 5, 1:30 p.m. - 3:00 p.m.
Putting It All Together: The Importance of Prospect Management
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Prospect management is an integral part of any development office, large or small. It helps us translate our database of information into useful tools, and it helps us understand where resources and time are being allocated. Most importantly, it ensures that our donors have the best possible philanthropic experience. Highlights of the presentation include: key components of a prospect management system, why it is important, opportunities for analysis and reporting and best practices for implementation.
Krista Prochazka
Research Officer, Development & Alumni
Carleton University
In 2002, Krista left her job with the federal government for a career in fundraising. She gained experience working with Ottawa-area health and education non-profits, including Ashbury College, before joining Carleton University as Research Officer. Since joining Carleton, Krista has set-up the Department of University Advancement's first research office and continues to implement Carleton's first fully-integrated prospect management system.
Session Six: Monday, June 5, 3:15 p.m. - 4:30 p.m.
CONVERGENCE SESSION:
Advancement Services & Annual Giving: A Perfect Fit
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This presentation will explain how Carleton University has made Annual Giving a key part of the Advancement Services office since 2003 and how this non-traditional approach has yielded advances in fundraising, data integrity and service delivery to other Advancement units.
Sarah Clarke
Director, Advancement Services
Carleton University
Sarah Clarke has been working in Advancement, with a focus on Annual Giving, since 1995 when she worked as a student caller in McMaster University's MacFund Phone Program. Upon graduation, Sarah joined Mac's Advancement team full-time as an Annual Giving Officer, steering Phone and Direct Mail solicitations of alumni and parents for two exciting years of a capital campaign, database conversion and the first phase of OSOTF. In 2000, she moved onto the University of Toronto's Trinity College to run their Annual Fund efforts with a particular focus on data mining and management to raise unrestricted fundraising efforts to unprecedented highs. Deciding to keep moving East, Sarah joined Carleton University's Department of University Advancement in 2002 and has since been engaged in making Carleton University's Annual Giving and Advancement Services work better together.
Session Seven: Tuesday, June 6, 9:00 a.m. to 10:30 a.m.
The Magic Portal: Savvy Solutions for the service-oriented
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It all started with a request from our Director of Development who wanted a calendar style tool to be able to see all the requests that were being prepared and when they were being sent out (lists, labels, reports, mass emails, solicitation letters, etc.). After a more in-depth needs assessment with our clients, we realized that what they wanted was one place where they could:
1 -make a request for database output;
2- see the status of their request;
3- see all requests in the pipeline on a calendar to assess how much is being sent out to donors/alumni;
4- approve requests for solicitation;
5- automatically notify the alumni relations office when lists of alumni where requested
And so began the in-house development of our Portal and of the Request for Database Output Application. We would like to show you the tool and share with you why we find so useful.
Gérard Martineau, Manager of Systems and Records
Kevin Sharp, Information Systems Officer
Elizabeth Hayden, Director of Advancement Services
University of Ottawa
Liz, Gérard and Kevin all work in Advancement Services at the University of Ottawa. Between them they have over 25 years of experience in the field.
Please indicate which sessions you may be interested in so we can select the right rooms.
