Professional Development Luncheon
Thursday November 9th, 2017
12:00noon - 12:30pm. Registration, Networking and Lunch
12:30p.m. - 1:30p.m. Presentation (via Skype) by:
Mark Phillips, Managing Director, Bluefrog Fundraising
Richard Radcliffe, Founder, Radcliffe Consulting
Interviewer: Kimberley Blease, EVP Client Relationships, Blakely
Everyone is talking about legacies and planned giving. Legacy fundraising is already active in many countries, and proving extremely important to ensure charities future success and potential. Some charities and cause areas are seeing substantial growth in legacy income and others are not.
In this exclusive special live video skype education session, you'll learn from the masterful Richard Radcliffe and Mark Phillips about what the UK and worldwide clients are doing to secure more legacy gifts. You'll learn the tools and tactics needed to transform your own legacy programme and deliver significant growth in income within 3 - 5 years. With 1 in 3 older people thinking they are very likely to leave a legacy to a charity in the future we are at a historic moment of opportunity. But only if we get our communications and cultivation programmes absolutely the best they can be.
Mark Phillips is Managing Director of Bluefrog Fundraising with decades of experience in direct marketing, legacy fundraising, digital fundraising and research into understanding what makes donors tick. Proudly been described as a "brand-grump" and as "offering tough love to the sector". Everything he does is driven by responding to what donors actually need from charities. Works and regularly presents in the UK and internationally. Loves fundraising and shares thoughts and ideas through queerideas.co.uk.
Richard has 30 years of experience in legacies/planned giving across the world. Having met over 28,000 donors and volunteers through legacy focus groups, including many in Canada, he loves sharing the views he has been privileged to listen to. He works with every type of non-profit and has recently written his first book on legacy giving: "Why legacies are brilliant and how charities can get them". He is now an age to be a great prospect and, quite typically, is getting more grumpy and pedantic as he grows older. But his enthusiasm also grows every year.
When it comes to building high value donor relationships, Kimberley’s energy, enthusiasm and original thinking is unparalleled. With over 30 years of experience in both the corporate and not-for-profit sectors, she is a sought after speaker on the topics of high value giving and the sector. Kimberley is a fundraiser and a marketer who is the Donor Journey Champion at Blakely. She has a 30 year background in business and not-for-profit development. Kimberley believes we all have a responsibility to engage and inspire donors throughout their journey with our organisations. Her passion for high value donor development, coupled with her entrepreneurial spirit, has led to the development of UPLIFT – Blakely’s new partnership in Mid-level giving with Mark Phillips, and VISION, a marketing program for legacy giving.
Tickets: CAGP members, $55; non-members, $70; or CAGP member exclusive Express Pass or Flex Pass
This session is included in our Express Pass and Flex Pass packages. However, Express Pass holders and Flex Pass holders MUST STILL REGISTER. For all attendees, please note that registration represents a purchased ticket to the event. Payments may be made by Visa or MasterCard if you register online, or by cheque or cash at the door.
Important note: CAGP members and pass holders, please log in to your CAGP account to see appropriate pricing!
Registered but you cannot attend? Substitutions or cancellations must be made at least 48 hours prior to the event. An invoice will be sent to guests who have not notified the CAGP GTA.
**SEATING IS LIMITED**
Please register by Tuesday November 7, 2017
For more information Email: info@cagptoronto.org Website: www.cagptoronto.org
