Session Overviews

Session 1: Simone Joyaux

Simone is described as “one of the most thoughtful, inspirational, and provocative leaders in the philanthropic sector worldwide.” She particularly likes “provocative.”

Simone is an expert in fund development, governance/boards, and planning. She’s written 3 books and contributed to multiple others. Simone speaks worldwide and very much appreciates the opportunity to get out of the USA. (She’s been doing that since infancy with her French dad. And now, it’s more delightful than ever.) Simone also teaches in the Masters Program in Philanthropy and Development at St. Mary’s University of Minnesota.

Simone’s session focuses on “the right stuff” to produce an incredible donor journey. Things like: Curious research findings to shock your boss and board. Loyalty as the Holy Grail of any business. The triumph of emotions. Extraordinary experiences. Together we’ll play the customer-centered game. Maybe we’ll play complain and whine, too. And who knows what else.

Session 2: Tom Ahern

Direct mail and case writer Tom Ahern has spent more than 15 years researching best practices in donor communications around the world, both print and digital. Tom is an award-winning copyrighter and journalist, and is a master of donor-centricity (i.e., making the donor the hero). In 2016, The New York Times called him “one of [America’s] most sought-after creators of fund-raising messages.” He specializes in applying the discoveries of psychology and neuroscience to the day-to-day business of attracting and retaining donors. He’s authored five well-received books on that topic, with two more in the pipeline. Each year, he trains thousands of fundraisers internationally through conferences and webinars.

On this exclusive 5-city Canada-wide tour, Tom will share his expertise in copywriting, as applied to donor communications, printed and digital, including asks, thanks and reports. His workshop will help you re-examine your fundraising communications and shift them toward deeper donor-centricity, a sales approach that can lead to higher giving. Tom’s workshop will be heavily illustrated with real-life examples of effective nonprofit communications for organizations large and small. Some of the topics covered include: the 7 drivers of donor loyalty, the donor communication cycle, fundraising in the mobile revolution, common emotional triggers employed in copyrighting, storytelling, neuroscience advantages every writer must exploit, metrics worth tracking, and more.

Program Schedule

Session 3: Guy Mallabone

Guy Mallabone is President and CEO for Global Philanthropic (Canada). He also serves as Adjunct Professor for the Masters Program in Fundraising at the University of Bologna, Italy, is a member of the Program Advisory Committee for Carleton University’s Masters’ Program in Philanthropy and Non-Profit Leadership; and Chairs Canada Advancing Philanthropy, a national professional fundraising advocacy group. Guy has been recognized by both the Calgary and Edmonton chapters of the Association of Fundraising Professionals, as the annual Outstanding Fundraising Professionals; was recognized as one of Calgary’s 20 Most Compelling Calgarians by the Calgary Herald; and one of Alberta’s 50 Most Influential People by Alberta Venture Magazine.

Guy will be speaking about transparency; cultivation and solicitation (asks); and metrics to measure performance and outcome. After attending this workshop, it will be impossible for you to approach major gift cultivation and solicitation the same way after attending this day of transformation, disruptive thinking, and change – – reinforcing donor centric practices of balancing donor interests against organizational priorities. Specific key concepts covered by Guy will include: Mallabone’s Fundamental Truth, donor motivations and barriers, emotion vs. reason, money drives mission, the importance of ‘moves management’, designing a cultivation plan amongst many others.

Session 4: Bernard Ross

Bernard serves as the Director of the Management Centre (=mc), a management consultancy working worldwide for ethical organisations. He has written four award-winning books on innovation, influence and strategy, including the first fundraising book to be published in China. His areas of expertise include strategic thinking, change leadership, innovation and organizational transformation. He has created global strategies for the International Federation of Red Cross and Red Crescent, MSF, and UNICEF international. He’s currently raising $400M for the Eiffel Tower.

Bernard’s workshop explores the cultural and strategic elements you need to put in place to take donors on an incredible journey. In this fast-paced intensive session Bernard covers the following topics: key disciplines in becoming genuinely donor-centric, how high-achieving organizations are transforming their structures to become more donor-centered, engaging leadership in the transformation vision and process to becoming more donor centric, building on core competencies, new ways of strategizing your processes and functions, using innovation drivers to keep it fresh, and the importance of scaling up to address needs. In Bernard’s workshop, you’ll have the chance to assess yourself against best in class agencies with a unique assessment tool. And you’ll develop a practical plan you can put in place- and take action on.