Partnering for Impact CSS Planned Giving Conference

							 Partnering for Impact
CSS Planned Giving Conference
         NOVEMBER 13-14, 2008
        Mount Mary Immaculate, Ancaster ON

 Working together to promote planned gifts.
Partnering for Impact
Who Should Attend:
CSS Partners: Members, Executive Directors, Development Staff and Board Members
We encourage you to bring Board members and staff. This conference will have a different focus from previous
years, so bring along both new and experienced people.

Conference Location:
Mount Mary Immaculate Conference Grounds, 437 Wilson St East, Ancaster, ON L9G 3K4
http://mountmary.ca/about-mountmary-retreat.shtml



                                         November 13, 2008
 5:30 - 6:30 p.m. Dinner and Welcome to Partners joining us for Planned Giving Evening
 6.30 - 8:00       Partnering for Impact Presentations
 6:30              Session 1
                   “Building relationships with donors” –Henry Contant, Executive Director - Society for
                   Christian Schools in British Columbia
 7:00              Session 2
                   “Getting board members on board” – Promoting involvement in planned giving, Kick
                   starting an Endowment Fund with your Board, and leveraging commitment. CSS
                   Partner with CSS Rep and WCS Board Member Harry Boessenkool
 7:30              Session 3
                   “Transitioning from Fund Raising to Planned Giving: Promoting the Planned Giving
                   Donor visit.” A practical approach, including role play and scripting the planned giving
                   conversation. Henry Eygenraam, Executive Director - Christian Stewardship Services
 8:00              Time for networking, sharing materials        Board Meeting for CSS Board Members.
                   and stories.
                                         November 14, 2008
 9:00 - 9:10 a.m. Introduction and opening devotions
 9:10 - 9:30       “Partnership stories” A few brief presentations by Partners on how they make the Part-
                   ner- CSS relationship work.
9:30 - 10:00    “Dreaming and Scheming” Developing Relationships to Build Success - Gathering ideas
                to promote Planned Giving.
                A Discussion moderated by Gerry Ebbers, CSS Board Chair and Capital Campaign Con-
                sultant working with Society for Christian Schools in British Columbia You are encour-
                aged to come along with ideas your organization has used, ideas you have seen working
                elsewhere, or just your imagination.
10:00 - 10:15   Refreshment Break
10:15 -11:00    “Baby steps up the Donor pyramid.” A Workshop: What’s your involvement with your
                donors? What do you do now to raise funds? What could you commit to doing this year,
                next year? Use the ideas we talk about this conference to make planned giving work for
                your organization, no matter its size and staff availability.
                 A guided workshop led by Bruce Voogd, Formerly FundRaiser Citizens for Public Jus-
                tice and CSS Board Member
11:00           OPTION ONE                                   OPTION TWO (repeated at 1:00 p.m. for
                “Demographic changes; intergenerational      those not attending AGM)
                transfer of wealth and what it means for     “How to build a marketing plan and why
                the way you raise funds.” Gerry Ebbers CSS   your organization needs one”. Jill Jones,
                Board Chair and Capital Campaign Con-        Chair CSS Marketing and Communica-
                sultant working with Society for Christian   tions Committee.
                Schools in British Columbia

12:00 p.m.      Lunch

1:00 - 1:45     Annual General Meeting - for CSS Mem-        “How to build a marketing plan and why
                bers                                         your organization needs one”. Jill Jones,
                                                             Chair CSS Marketing and Communica-
                                                             tions Committee. (Repeat of the 11:00 a.m.
                                                             session.)
1:45 - 2:15     “So we did a survey… what did we learn and what’s going to change?”
                • Implications for the new 5 year plan.
                • Provocative propositions.
                • A chance to give your input.
2:15 - 2:30     Refreshment Break

2:30 - 3:30     “Impact of Technology Part 1” social networking sites and social media – a Primer
                “Impact of technology Part 2” – What else is out there that can help?
                Donor relations software, new communication methods, websites, email databases, print
                versus web communications. Mark VanBeveren, Communications Consultant
    Partnering for Impact
      REGISTRATION FORM - Deadline is November 3, 2008

Registration Fees
We are keeping fees as low as possible. We emphasize that attendance by key Board Members and staff is much
more likely to have positive results after the conference. We want you to take back ideas to put into action.


Please complete the following:
Name: __________________________________________________________________________________

Organization: ____________________________________________________________________________

Email Address: ___________________________________________________________________________
                                    (required for confirmation and further details)

Home Telephone ___________________________

I will attend:

 Thursday and Friday (includes all meals and Wednesday and Thursday accommodation) - $200

    Thursday and Friday (includes all meals and Thursday night accommodation) - $150

 Thursday and Friday (includes all meals) - $120

 Friday (includes lunch) - $100

I would like to share my room with __________________________________________________________

Please list any dietary concerns: _____________________________________________________________




Return to:                                                                                Make cheque payable to:
Partnering for Impact Conference                                                      Christian Stewardship Services
76 Bromley Road, Hamilton, ON L9A 2E2
Tel: 905-389-6509 Fax: 905-538-0790
jvanarragon@mountaincable.net