Presentations & Facilitations

I 'd be delighted to present to your board, team, event or conference, or facilitate a customized training or retreat for you. 

The Power of Stories: Integrating Planned Giving into marketing and communications strategies - McGill University Continuing Education Certificate Public Relations and Communications Management, November 2020 


Gift Planning Then and Now: what we’re learning in the time of COVID-19 - CAGP Webinar with Jill Nelson, Associate Vice President at the Princess Margaret Cancer Foundation, November 2020


Your Planned Giving Fears and How to Fix Them – PGgrowth webinar with Ken Ramsay, Senior Counsel, PGgrowth, November 2020,


Inappropriate Behaviour from Donors and Volunteers Power Session – National Day of Conversation November 2020


Now is the Time: Crucial conversations you need to be having with your leadership about Planned Giving – PGgrowth webinar, October 2020


The Potential for Planned Giving – Presentation and facilitation of discussion for the Board of Directors, Quebec Writers Federation, January 2020

Dealing with Inappropriate Behaviour from Donors and Volunteers - Presentation to the Board and facilitation of a half day session with the Team of the Royal Columbian Hospital Foundation, New Westminster, BC, November 2019

 

The Potential for Planned Giving – Presentation and facilitation of discussion for the Board of Directors, World Federation of Hemophilia, US, September 2019

Creating and Connecting – Facilitation of a team-building retreat for the Faculty of Fine Arts Development Team, Concordia University, July 2019

Building a Culture of Philanthropy - CAGP Webinar, 2019

Dealing with Inappropriate Behaviour from Donors and Volunteers - CAGP National Conference, Montreal, 2019 with Trizana Parillo, Development Officer, Leadership Gifts, Concordia University

Developing an Integrated Planned Giving Program – Master Class, Carleton University School of Public Policy & Administration Master/Diploma of Philanthropy & Non Profit Leadership, Ottawa, 2018

Frank Talk on the Future of Generosity for Legacy Giving - CAGP National Conference, Winnipeg, 2018 

Buried Treasure: Exploring ways to Identify, Cultivate, Solicit and Steward your Donors using an Integrated Donor-Centred Communication and Marketing Strategy – CAGP National Conference, Winnipeg, 2018; with Kim Cavener, Director of Strategic Philanthropy, MUHC Foundation

Building a Culture of Philanthropy in your Organisation – Ottawa Chapter CAGP, 2017

Estate Administration Master Class – CAGP National Conference, Banff, 2016; with Jasmine Sweatman, Estate Lawyer, and Jill Nelson, Associate Vice President at the Princess Margaret Cancer Foundation

24 tips that get Legacy Prospects to Yes – AHP National Conference, Montreal, 2016, AFP National Conference, Toronto, 2016, CAGP Montreal Chapter, 2016; with Fraser Green, Founding Partner at Good Works, Ottawa

How to make Professional Allies for Maximum Impact on your Work with Donors - CAGP National Conference, Halifax, 2015; with Glenn Stewardson, Financial Advisor at Assante Wealth Management, The Donor Motivation Program

Fundamentals of Fundraising Course: Management and Accountability -Association of Fundraising Professionals (AFP) Montreal, 2015

The Philanthropic Conversation between Advisors and their Clients: Why it’s important and how to have it - Society of Trust & Estate Planners (STEP), Montreal, 2014; with Brad Offman, VP Strategic Philanthropy Mackenzie Financial, now CEO at Spire Philanthropy

Making Connections through Donor Visits - CAGP National Conference, Vancouver, 2012, CAGP Montreal Chapter, 2013, CAGP Halifax Chapter 2014; with Charles O’Neil, QEII Health Sciences Foundation

Fundamentals of Fundraising Course: Building and Sustaining Relationships – Association of Fundraising Professionals (AFP), Montreal 2011 and Montreal, 2017

The Fundamentals of Fundraising - Centre for Literacy Board, Montreal, 2010

Ethics in Fundraising – Canadian Association of Gift Planners (CAGP) National Conference, Gatineau 2010, CAGP Montreal Chapter, 2011

What is the future of generosity?

Inappropriate Behaviour from Donors and Volunteers