Previous Educational sessions
in 2007/2008 COunsel Year

May 2008
"Donor Development" was presented by Kate Dillon, Communications Professional. In the past several years Kate has interviewed prospective donors for major capital campaigns around Ontario for a well known fundraising company.  Kate’s experience makes her very aware of local trends, donor's thoughts on giving and how they like to be treated.

We will get Kate's perspective on what makes donors tick, what they looking for, what engages them, and how they like to be treated.  She will substantiate her perspective with real life experiences with various charities and their donors.  The outcome for those who attend this session will be an increased understanding how to treat the donor to develop a meaningful long lasting relationship for their business or charity.

April 2008
This session on "Burning Questions" was presented by the Planned Giving Counsel Executive and was an opportunity for members and guests to get answers to their questions about Planned Giving. Everyone was invited to send in their questions ahead of time or ask them at the session amd discussion took place on endowments, gifts of securities, policies & procedures, gifts of life insurance, etc.

February 2008
Melanie Smith of ScotiaMcLeod spoke on gifts of securities.
Following the elimination of capital gains on publicly traded securities in 2006, gifts of securities are now the most tax-efficient way to make a charitable donation - and a great way for donors to make a bigger impact with their gift. CanadaHelps is proud to accept Gifts of Securities donations for any of Canada's 83,000 charities. Melanie's presentation walked us through the whole process utilising CanadaHelps and she discussed how this process can help donors, advisors, and charities across Canada.

December 2007
This presentation was an AFP Audioconference - Navigating Beyond “No”: The Nuances of Negotiation for Major and Planned Gift Officers with Pat Moline, CFRE, CFP and Bradley R. Shafer, J.D.
During this session, participants gained practical knowledge related to negotiating major and planned gifts and successfully navigating past an initial "No." While learning to develop negotiation strategies and approaches that strengthen call preparation, communications and closing skills listeners gained a greater understanding of how utilizing donor intent and gift structure can lead donors back into more meaningful gift discussions.

Patricia M. Moline, CFRE, CFP® is a Certified Fundraising Executive and a Certified Financial Planner. She is currently Assistant Vice President for Development at the Iowa State University Foundation, specializing in gift planning and women’s giving issues.

Bradley R. Shafer, has been involved in fundraising since 1995. While the bulk of his experience in is the public higher education arena, he has also conducted campaigns and consulted for private entities as well as a private education institution. He is currently the Assistant Dean of Advancement and Director of Development for the College of Liberal Arts and Sciences at Arizona State University.

October 2007
Ty Wehrenberg of Investors Group spoke on the gifting of securities and on insurance based planned giving strategies. This was a great opportunity for both fundraisers and professional advisors to increase their knowledge in this area.

September 2007
The Planned Giving Counsel of Simcoe County started the 2007/2008 season with a Meet & Greet on Monday, September 24, 2007 from 5:00 p.m. - 6:30 p.m. in the Robert Simpson Room - Robert Simpson Brewing Company, 107 Dunlop Street East, Barrie.

This was an open event for all members and prospective members - a great opportunity for both fundraisers and professional advisors to network and to find out who we are, what we do, and the benefits of Counsel membership.