Professional Development

2010 AGM 3Monthly Meetings

Regular monthly meetings are held at Five Counties Children’s Centre in Peterborough on the 4th Thursday of each month from September to May (with the exception of December). Five Counties is located at 872 Dutton Road, Peterborough ON.

Become a PAFN member to attend monthly meetings: Membership Form (Submit Online)

2018 – 2019 Professional Development Series

Thursday September 27, 2018 Annual General Meeting and Professional Development Session: Emerging Trends in Fundraising

September 27: Emerging Trends – Nicole Gagliardi
Are donor dollars getting more scarce? Should you focus on millennial prospects? Is digital all it’s cracked up to be? Has crowdfunding changed the way we raise money? Drawing on national research and local Vital Signs data, this presentation will explore emerging trends in demographics, giving behaviours, public policy and tech that are shaping the landscape of Canadian philanthropy, with a focus on informing adaptive strategies for the Peterborough market.

Presented by: Nicole Gagliardi, Manager of Programs and Communications, Community Foundation of Greater Peterborough

Time: 7:45 am – 8:00 am Networking
8:00 am – 9:15 am  AGM and Presentation

Location: Five Counties Children’s Centre, 872 Dutton Road, Peterborough . Please enter the building by the north (far) door.

October 25, 2018
Topic: Tips, Techniques and Strategies for Speaking to Donors on the Phone

The phone sits on our desk and stares at us. Picking up the phone to call donors can be a challenge… and sometimes the phone feels like it weighs 500lbs! As fundraisers we know the importance of calling donors to thank them but—how, when, what do we say and most importantly, who should be talk to?

Sam Laprade, Director, Gryphon Fundraising, will lead an interactive session that addresses stewardship strategies, the donor database and most importantly, techniques to help you raise more money for your organization.

Making “cold” calls can be a daunting task, but this session will break through the fear and make them “warm” calls that may generate more revenue for your worthy cause. You will leave this session wanting to pick up the phone and start connecting with your donors!

Learning outcomes:
How to manage calling your donors into your very busy day
What to say to donors about your organization and most importantly what not to say
Who to call: the database metrics that leads to “low hanging fruit”
Stewardship and donor relations strategies
How to pick up the phone and enjoy this touch point w ith their donors

Speaker: Sam Laprade, Marketing Director, Gryphon Fundraising

November 22, 2018

Networking Breakfast

For personal reasons, Teresa Marques is unable to join us to discuss Nudge Theory – Influencing Giving Behaviour. (We are hoping that she will be with us in early spring.) This means this meeting is all about you.

Please join us for a continental breakfast and the opportunity to get to know the members of our fundraising community better.  This is a chance to sit down with other fundraisers to talk about the opportunities and challenges that face us daily. Do you have a roster of experts that you can call when you have questions about a new donor relations system, a different caterer for an event, or how to handle an ethical issue? This is your chance to meet those experts here in our community.

Please email us at ptbofundraisers@gmail.com by November 20th, 2018 to let us know you will be attending.

Time: 7:45 am – 9:00 am Networking Breakfast

January 24, 2019
Topic: Creating a Culture of Philanthropy
Speaker: Neil Hannam, CEO HC

Creating a Culture of Philanthropy – learning goals.

1. What are the best practices you can do immediately.
2. Aspirational philanthropy goals for you and your board.
3. Donor Fatigue – Is it true?
4. Who leads the philanthropic culture?
5. Who is your Chief Gratitude Officer?

February 28, 2019
Topic: Rural Giving in Peterborough Kawartha
Panelists: Dianne Lister, Principal, The Dianne Lister Group, Jennifer Cureton, Partnership Development Specialist, Ontario Parks, Tara King, Development Manager, Kawartha Land Trust
Moderator: Theresa Butler-Porter, Philanthropic Relations, Lakefield College School Foundation

March 28, 2019
Topic: Donor Lifecycle Planning
Do you really understand how your donors do their financial planning? Especially high net worth donors who rarely work with just one lawyer and one financial advisor. In this workshop, you will visually learn how donors convert their income into assets, and then  deplete those assets in retirement. You will gain insights into your own personal financial planning, and how donors make financial decision about major gifts and planned giving. Ted and Adrian will offer you practical sales and marketing tips on how to guide your donors towards planned gifts.
Presenters: Ted Brown, Adrian Fernandes

April 25, 2019
Topic: To CFRE or Not to CFRE

Moderator: Emily Vassiliadis CFRE, Senior Development Officer, Science, Trent University.

Panelists: Cynthia J. Armour, CFRE, Principal Strategist, Elderstone Resource Development (former Subject Matter Expert for CFRE International); Julie Davis, CFRE, Vice-President, External Relations & Advancement, Trent University; Mike McClintock, Director of Development at White Ribbon;  and Dane Shumak, CFRE, Development Officer, Trent University

To CFRE, or not to CFRE, that is the question. Acquiring and keeping your CFRE designation is hard work! If you’ve ever wondered whether it’s worth the cost – in both energy and investment – join us April 25 for a lively discussion. This panel will reflect on their experiences having or not having their designation and whether their decision has had an impact on their careers.

It’s important to note that many fundraisers aren’t even eligible to subject themselves to the final exam because they do not meet the preliminary criteria required. Be sure to visit http://www.cfre.org/certification/initial/requirements/ before this session so you understand what is required.

May 23, 2019
Topic: Maximizing Your Online Presence with a Google Nonprofit Grant
Speakers: Cory Marazzo and Jamie McClure, WCKD Digital Marketing; Conor Long, Community Care Peterborough

Imagine what you could do with $10,000 USD of in-kind advertising every month from Google Ads, an online advertising solution from Google. You could recruit more volunteers. Attract more donations. And share your story with audiences all over the globe. It’s all possible with Google Ad Grants.