Pre-conference Master Classes

NOTE: Master Classes are now sold out. Thank you for your interest.

Our new pre-conference master classes aim to support participants with dynamic, personalized and interactive professional development and learning experiences. They will be held on June 5, 2019. Read on for more details and register today!

Gift planning fundamentals for the future

When: June 5, 2019
Where: Victoria B.C.
Time:
9 a.m. – 4 p.m.
Ticket limit: 50
Lunch provided

Go beyond standard fundraising to build your capacity to anticipate and manage the giving trends of the future. Review the strategy and tactics of soliciting and managing major cash donations. Learn how to accept gifts such as securities and manage assets including registered funds, endowments and advised funds. This course is CFRE accredited and will be delivered in collaboration with the Canadian Association of Gift Planners.

Who should attend:

  • Foundation Executive Directors looking to have stronger donor conversations
  • Finance staff looking to understand how to accept and administrate gifts of assets (i.e. life insurance & bequests)
  • Fundraising staff who wish to raise more major and planned gifts from donors
  • Foundation staff who want to learn how to work more collaboratively with professional advisors
  • Board members who work with private clients who would like to learn more about Canadian asset based philanthropy

Facilitator:

  • Paul Nazareth, VP Education & Development, Canadian Association of Gift Planners

Grantmaking with an equity lens

When: June 5, 2019
Where: Victoria B.C.
Time:
9 a.m. – 4 p.m.
Ticket limit: 30
Lunch provided

Are you looking to embed equity and inclusion more deeply in your grant-making practices? This interactive session will help you to learn and build your organizational capacity to incorporate diverse perspectives in the grantmaking process and maximize your effectiveness. This course will focus on hands-on learning and is designed for program staff who are just beginning or have recently started exploring how to apply an equity lens to program design and grant delivery.  

Who should attend:

  • Mid- to senior-level community foundation program staff
  • Grants staff

Facilitators:

  • Elyse Gordon, Senior Program Manager, Philanthropy Northwest
  • Nancy Sanabria, Director of Learning Strategies, Philanthropy Northwest

Jump-start on social finance

When: June 5, 2019
Where: Victoria B.C.
Time: 9 a.m. – 4 p.m.
Ticket limit: 30
Lunch provided

Is developing or deepening an impact-focused investment strategy on your radar?

Wherever you are in your journey, this workshop will be just the jumpstart you need. The session is designed to support foundations of all types seed and advance their social finance practice. Building off the Impact Investing Guidebook with case studies and skills development, you will get expert guidance and practical advice from facilitators and guests/peers.

The session will leave you with a roadmap to help you take the next steps forward, whether that be identifying management capacity, addressing policies and governance, working with your managers, determining opportunities and portfolio construction, impact measurement and sustainability, or quick wins.

Who should attend:

  • Foundation leaders and other foundation staff looking to adopt this impact tool and seeking confidence to dive in
  • Any staff person whose foundation has have gotten started but are feeling stuck in the process or reaching scale
  • Board members who wish to provide leadership on this file at their foundation

Facilitators:

  • Andrea Nemtin, Partner, Rally Assets
  • Kelly Gauthier, Managing Director Impact Advisory, Rally Assets

Board governance tune-up

When: June 5, 2019
Where: Victoria, B.C.
Time:
1–4 p.m.
Ticket limit: 50

Help take your board leadership to the next level! A highly effective and engaged board has clarity around roles, responsibilities and aligns its work and performance with organizational values and vision. This interactive workshop will provide strategies and guidance to optimize your community foundation board’s strengths and move out of operations and into the ‘big picture’.  

Who should attend:

  • Community foundation board members
  • Community foundation staff in senior roles

Facilitators:

  • Maria Turnbull, Associate Executive Director, Vantage Point

International Vital Signs gathering

When: June 5, 2019
Where: Victoria, B.C.
Time: 1–4 p.m.
Ticket limit: 50

This facilitated workshop will focus on the connection between local work and global trends, with specific attention paid to the UN’s Sustainable Development Goals and how they provide us with a common framework to evaluate community well-being. Canadian and international colleagues are invited to join us as we explore strategies for using Vital Signs as a tool for local impact in an increasingly globalized world.

Who should attend:

  • Foundation staff from Canadian community foundations participating in Vital Signs
  • Foundation staff from international community foundations participating in Vital Signs
  • Anyone in Canada or abroad who is interested in learning more about the program

Facilitators:

  • Alison Sidney, Manager, Strategic Initiatives, Community Foundations of Canada
  • Community foundation staff, TBD