Millennial & Boomers: How to Engage Next Generation Philanthropists

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Event Info

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Professional Development Day Lunch

Thursday June 20th, 2019

11:30 am - 12:00 noon      Registration, Networking and Lunch

12:00 noon - 1:00 pm        Presentation

Panelists:

  • Fraser Green, Chief Strategist & Smartypants, Good Works
  • Kimberley Blease, VP of Client Relationships, Blakely
  • Julia Magnuson-Ford, President, Tiny Frog Strategies

Moderated by Aneil Gokhale - Director, Philanthropy, Toronto Foundation


As Boomers prepare to leave the greatest wealth transfer in history, Millennials are integrating social change into their daily lives and careers. Not surprisingly, these two generations require different engagement strategies. Join 3 leaders in innovative charitable marketing to explore how to tailor your fundraising approach specifically to each demographic based on their unique interests.


fraser.green_2019.jpgFraser Green, Chief Strategist & Smartypants, Good Works

Fraser Green is widely considered one of Canada's most strategic and creative thinkers in the fundraising sector today. Fraser is the Chief Strategist and Smartypants at Good Works - a consulting firm that propels charities to build deeper relationships with loyal donors and constituents. Fraser is a gifted communicator whose books, articles, blogs and contrarian rants are widely read by fundraisers and CEO's around the world. Fraser is a gifted speaker- and has presented sessions and plenary addresses at hundreds of fundraising conferences in Canada, the USA and Europe. Fraser is a self-confessed 'donor research freak'. He believes deeply that creating a superb donor experience is the key to great fundraising and that listening carefully to donors is an all-important first step in doing so. When he is not staring at his laptop, Fraser loves to bike and ski, bend his body into ridiculous yoga postures, play his guitars and generally explore the world around him.


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Kimberley Blease, VP of Client Relationships, Blakely

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, Kimberley is a fundraiser and marketer who believes in building high value donor programs from the very start of the donor relationship. She helps not for profit organizations raise the bar on the actual experience their donors receive and ultimately raise more money by building real relationships. In her role as EVP at Blakely Inc., she brings vision and proven strategy to the clients she works with and to the teams she leads, helping to solve clients biggest challenges through collaboration and strategy. Kimberley believes we have a responsibility to do more to attract and grow the next generation of donors by creating amazing experiences and by supporting them on the journey they are on with your organization in ways that are authentic and inspiring.


julia.jpgJulia Magnuson-Ford, President, Tiny Frog Strategies

Julia Magnuson-Ford is a project manager and coach, with most of her career working for and with non-profit organizations. She began at her local food bank learning to drive the forklift. Since then she has traded the heavy machinery for a laptop, although sometimes she can be found typing from a sailboat in the Caribbean. Julia is one half of the father-daughter team at Tiny Frog Strategies where they blend stories and practical steps to teach small non-profits how to raise funds efficiently, enabling organizations to make the leap from where they are to where they want to be. Her fundraising areas of expertise include grant writing and proactive legacy giving.


aneil_gokhale.pngAneil Gokhale, Director, Philanthropy, Toronto Foundation

Aneil Gokhale is a passionate, dynamic and a goal-oriented professional with over 15 years of successful experience. He is currently Director, Philanthropy at Toronto Foundation where he is responsible for the development and management of the new business portfolio. His role is focussed on helping individuals, families, professional advisors, companies and other organizations engage in strategic philanthropy. Most recently, Aneil spearheaded the successful creaton and launch of vision 2020, a new program developed to attract and inspire the next generation of philanthropists. Vision 2020 has successfully engaged 115 millennials and gen xers to create permanent endowments to support city building philanthropy. Aneil has been with Toronto Foundation for 6 years and before that, he worked at United Way Toronto for 5 years and in the private sector, with GE Healthcare in Medical Sales for 4 years. Aneil is the Co-Chair of the Membership and Professional Advisors committee with the local CAGP GTA Chapter and has also been a mentor wit CAGP, AFP Inclusive Giving and TRIEC. In his personal life, Aneil is a husband and father of two young children who loves spending quality family time exploring every corner of Toronto and cheering on his beloved Blue Jays. 


Location: CI Financial, 15 York Street, 2nd Floor, Toronto, ON  M5J 0A3

Tickets: CAGP members - $55; non-members - $70; CAGP member exclusive Season's Pass

 (Note: Special meal requests that exceed the cost of the ticket price, may incur an added fee).

This session is included in our Season's Pass package. However, Season's 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 June17th, 2019


Venue Sponsored by: 

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When

20 June, 11:30am to 20 June, 1:30pm

Where

CI Financial, 15 York Street, 2nd Floor

Toronto,  Ontario  M5J 0A3 Canada

Contact

info@cagptoronto.org