Major and Planned Gift Fundraising

Nonprofit organizations operate in an increasingly complex society and marketplace. Within this environment, fundraising and capacity building skills are crucial in sustaining, enhancing, and expanding necessary programs and services.

Learn how to build your development program by understanding the donor lifecycle and how to help donors make larger gifts today, as well as plan future gifts.

Participants will acquire a foundational understanding of this increasingly important component of fundraising strategies and will be able to identify and distinguish between the most common planned giving and major gifts vehicles.

Key elements covered in this workshop include:

  • Planned Giving:
    • What it is, why it is needed in your fundraising toolkit
    • How does it fit into a development plan
    • How to identify prospects
    • Measuring success
    • What are the most common planned giving vehicles and strategies
  • Major Gifts
    • Determining if your organization is ready
    • Identify major gift prospects
    • Cultivate relationships
    • Making the ask happen
    • Stewardship and recognition

Level: Intermediate

Target Audience: Executive Directors, board members, fundraising professionals and/or anyone in charge of fundraising 

Additional Investment Information:
*When you register you may notice a Special Rate. What does that mean and who can take advantage of this rate?

  • Only applicable to Pillar member ORGANIZATIONS (staff and/or volunteers) that pay a $60.00 membership fee indicating that their operating budget is less than $100,000
  • 5 of these spots available per workshop and they are first come first serve.
  • If you do not see a special rate listed then the spots have been filled.
  • Additional spots may be added at a later date. If you have already registered you cannot apply the discount.
  • The special rates are not application to individual members

About the presenters:
Sherri Bocchini
As Chief Development Officer at Children’s Health Foundation, Sherri leads an exceptional team of fund development professionals to raise support for the top priority needs of Children’s Hospital (London Health Sciences Centre), Thames Valley Children’s Centre and Children’s Health Research Institute.

Sherri is passionate about developing integrated fundraising team models and believes strongly that a donor-centred focus with a commitment to meaningful relationship-building at its core is integral to successful fundraising.

With a track record of success in exceeding fundraising goals, and securing major gifts that range from $25,000 to $5.7 million, Sherri has been privileged to work with donors that truly want to make a positive impact on their community. 

A faculty member of Wilfrid Laurier University’s Human Rights and Diversity Program, Sherri is honoured to have created and now teach non-profit governance and fundraising to classes of senior students at their Brantford Campus.  

Sherri is thrilled to have returned to her hometown of London, Ontario with her husband, Brandon, and her son, Mathias, (and their two hound dogs Jamie and Carter).  She is an avid squash player and is rumoured to know every ice cream shop in Southwestern Ontario.  Personal statement on her twitter account @SherriBocchini is how she tries to lead her life: be brave and really useful! 

Colleen DeJager
With 17 of her 23 years in the Financial Services Industry spent as a Trust Officer, Colleen acquired a broad range of expertise in estate planning, will drafting, and estate and trust administration.  She also honed her financial planning and investment administration skills through the oversight of a number of discretionary and non-discretionary investment accounts for high net worth clients.

A lifelong learner, after graduating from Western University in London Ontario, Colleen completed the Professional Financial Planning course (PFP), Canadian Securities course (CSC) and the Canada Trust “Trust Officer Training Program”.  She is a full member of STEP Canada (Society of Trust and Estate Practitioners), CAGP and is past Chair of the London Estate Planners Council where she continues to serve as a Director on the Executive Committee.

As Director of Planned and Memorial Giving at London Health Sciences Foundation, Colleen’s mandate is to oversee the estate portfolio and develop the Planned Giving and Memorial Giving Programs through public awareness and education as well as the cultivation and solicitation of planned gifts. By building relationships with existing and prospective donors as well as the Professional Advisors in the community, she serves as a resource to encourage planned giving to benefit London Health Sciences Centre.

The Canadian Association of Gift Planners (CAGP) is the only organization in Canada that brings together charitable representatives with donor advisors in one professional association. Among our fundraising, legal and financial peers, we are looked to as the experts in strategic charitable gift planning. Learn more about CAGP and the London chapter here

Interested in other fundraising topics? Check out these other workshops:

Thank you to our 2017 Professional Development Sponsors:

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