LGBT Giving Network Philanthropy Summit

COME TOGETHER: THE LGBT+ PHILANTHROPY SUMMIT HOSTED BY

APRIL 11-12, 2018 THE 519 presented by

#LGBTSUMMIT18 COME TOGETHER: LGBT+ PHILANTHROPY SUMMIT 2018 | PAGE 1

Welcome and thank you for registering for the LGBT+ Philanthropy Summit, presented by TD Bank.

We are proud to bring you some of the best professionals and thought-leaders in philanthropy over the course of one day… plus an opening reception to meet other passionate people like you.

The theme of this year’s summit is ‘Come Together’.

It’s been almost four years since we here at the LGBT Giving Network have had the opportunity to do just that… it’s time!

As philanthropic leaders, program and communications staff, Executive Directors or Board Members within our sector, we are often too busy with the day-to-day grind and demands of our roles to take a full day for ourselves, and for the charity we serve, to breath, and to see how we might learn, grow, and maybe (just maybe), do better for the cause(s) that matter to us.

Whether you’re from the GTA region, or from the other side of the country, thank you for taking that time for yourself and for your LGBT-serving charity today. We hope you leave the LGBT+ Philanthropy Summit with new friends, new strategies and tactics to better serve your organization, and renewed passion for this very important work.

Table of Contents 2

Letter from Co-Chairs

3 Schedule 7 Speakers 9 Sponsors 10 Notes 12

Contact us

This Summit would not be possible without the wonderful support of all our sponsors, thank you for supporting the professional development of the change-makers in our community. The LGBT Giving Network in a 100% volunteer-run organization and this Summit would not be possible without the participation of our Advisory Board, including the Communications Committee, who championed our marketing efforts and helped keep our website up-to-date. Another big thank you to Philip Wong, Advisory Board Co-Chair, and a true driving force for the Summit. Finally, to Doug Kerr… thank you for your many years of service to the Giving Network. You will be missed!

Enjoy the Summit!

Philanthropy Summit Planning Committee

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April 11 April 11 5:30 PM 5:30 PM 7:00 PM 7:00 PM 7:15 PM 7:15 PM 7:30 PM 7:30 PM 8:30 PM 8:30 PM

April 12 April 8:30 –12 9:00 AM 8:30 – 9:00 AM

APRIL 11 Doors Open and Registration Doors Open and Registration Opening Remarks from LGBT Giving Network and TD Bank Opening Remarks from LGBT Giving Network and TD Bank Keynote Address by Phillip Ing Keynote Address by Phillip Ing Networking and Reception Networking and Reception Event Closes Event Closes

Lobby Lobby Room 200 (Ballroom) Room 200 (Ballroom)

Registration and Breakfast Registration and Breakfast

Lobby and Room 200 Lobby and (Ballroom) Room 200 (Ballroom) Room 200 (Ballroom) Room 200 (Ballroom)

APRIL 12

9:00 – 10:00 AM 9:00 – 10:00 AM

Opening Plenary Success and Survival: Research on the Canadian LGBT+ Nonprofit Opening Plenary Sector and Survival: Research on the Canadian LGBT+ Nonprofit Success What does it mean to be an LGBT+ nonprofit organization in Canada today Sector when does the social context LGBT+ organizations do has changedtoday What it mean to beof anwhat LGBT+ nonprofit organization in Canada rapidly in social the last decade?

This session presents preliminary when the context of what LGBT+ organizations do has findings changedfrom doctoral interviews conducted with LGBT+ nonprofit organizations rapidly inresearch the last decade?

This session presents preliminary findings from in Toronto, Montreal, and Calgary. doctoral research interviews conducted with LGBT+ nonprofit organizations in Toronto, Montreal, and Calgary.

Presented By: Jessica Ng Presented By: Jessica Ng

10:00 – 11:30 AM 10:00 – 11:30 AM

Concurrent Workshops – Round 1 Concurrent Workshops – Round 1 Queering the Story: Modernizing LGBT+ Marketing and Communications Queering the Story: Modernizing LGBT+ Marketing and How do some of our most creative nonprofits tell stories to engage and Communications builddo audiences?

What arecreative the tools that artists and arts producers How some of our most nonprofits tell stories to engageuse andto tell their stories that all nonprofits know? build audiences?

What are the should tools that artists and arts producers use to tell their stories that all nonprofits should know?

Moderated by: Philip Wong Moderated by: Philip Wong Panelists: Mark Aikman, Evalyn Parry and Andria Wilson Panelists: Mark Aikman, Evalyn Parry and Andria Wilson

Room 200 (Ballroom) Room 200 (Ballroom)

The Development Leader's Role in Organizational Growth Fundraising is a team sport. This means whether you are the only The Development Leader's Role in Organizational Growth development your organization, perhaps Fundraising is professional a team sport.inThis means whether or you are theone onlyof a small team, this session will explore toolsorganization, and techniques to help one you of manage development professional in your or perhaps a smallup, acrossthis andsession aroundwill your organization to techniques help build ato culture thatmanage supportsup, team, explore tools and help you philanthropy and ultimately benefits the cause youaserve. across and around your organization to help build culture that supports philanthropy and ultimately benefits the cause you serve.

Presented By: Susan Mullin Presented By: Susan Mullin

Room 100 Room 100

Moving from Surviving to Thriving in a Small Shop This session will tackle thetobiggest challenges of working Moving from Surviving Thriving in a Small Shop in a small, under resourced Kimberley will offer tools to help overcome things This sessionorganization. will tackle the biggest challenges of working in a small, under like, underorganization. performing staff, a perceived lacktools of resources and unrealistic resourced Kimberley will offer to help overcome things expectations, whether they too high OR low. It all starts with shifting like, under performing staff,are a perceived lacktoo of resources and unrealistic your mindset whether and that they of others around expectations, are too high you.

OR too low. It all starts with shifting your mindset and that of others around you.

Presented By: Kimberley MacKenzie Presented By: Kimberley MacKenzie

Room 301 Room 301

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APRIL 12 11:30 AM – 1:00 PM

Lunch and Learn: The Secrets of Allyship What does it mean to be a great ally? In a community made up of so many communities, how can nonprofit leaders ensure they are paving a path for access and equity —and avoid being a roadblock. Join nonprofit leaders as they share their experiences and lessons about allyship.

Room 200 (Ballroom)

Presented By: Biko Beauttah, Humberto Carolo, Beth Jordan and Doe O'Brien-Teengs Sponsored by: Community One Foundation 1:00 – 2:30 PM

Concurrent Workshops – Round 2 Building Your Annual Fundraising Plan Your annual plan is your roadmap to success and this session will help you build such a plan. Starting with a bit of fundraising theory, you will then review the interplay of goals, strategies and tactics that will support you to develop the components of an annual fundraising plan. You’ll leave this session with an outline of an annual plan for your organization, along with some bonus content and worksheets that will help you focus your fundraising (and your thoughts) to make in the near-term.

Room 100

Presented By: Zak Bailey The Corporate and Foundation Landscape As fundraisers, we spend significant time and energy to engage in meaningful corporate and foundation relationships that the core of charitable operations running. This engaging panel discussion will offer insights from individuals who work to engage in support of charities on how to put together a solid proposal, and how best to engage in a meaningful corporate relationship that supports the mission of the charity.

Room 200 (Ballroom)

Presented By: Andrea Barrack, Steve Khan and Robert Windrum Everything You Need to Know About Fundraising: Executive Director Edition!

As an Executive Director, you wear countless hats. How can you make sure you’re investing your limited time wisely to ensure you have the resources you need to sustain and grow the important work of your organization? Join us for this practical session and discover what you can do as an ED or senior leader to minimize your fundraising pain and maximize your fundraising gain.

Presented By: Emma Lewzey 2:30 – 2:45 PM

Break

2:45 – 4:00 PM

Concurrent Workshops – Round 3

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Room 301

APRIL 12 Stop Calling It Planned Giving - Start Doing It Too busy to get to planned giving? First: STOP CALLING IT PLANNED GIVING! But start doing it. Cathy offers pragmatic tips, a check-list and suggestions about how to engage support of the board and donors to help you make sure planned giving gets buy-in across the organization. You will leave with the tools needed to get your planned giving program off the ground. And we'll discuss whether there are differences in developing a planned giving program in the LGBTQ community.

Room 100

Presented By: Cathy Mann In the Red: The Future of Funding for HIV Issues in Canada As treatment for HIV improves and life expectancies increase, there is a growing perception that AIDS in Canada is no longer the public health threat it once posed. But longer lives also mean that more people are living with HIV in Canada than ever before, and this number is only expected to increase. How can HIV organizations meet the increased demand for their services with fewer resources? Panelists weigh in and share strategies from their own experience.

Room 301

Moderated by: Laurie Edmiston Panelists: Michael Blair, Matthew Halse, Keith Hambly and Philip Wong Creating Internal Allies: Partnering with Program and Communication Staff in Philanthropy Donors that personally witness your organization's mission, and that meet those it serves, become more committed. But fundraisers usually need the cooperation of front-line staff to make this possible. When the public understands your organization's objectives, it's easier to recruit volunteers and cultivate prospective donors. But fundraisers usually need the cooperation of communications staff to reach the public. We’ll explore why these internal relationships are challenging and what we can do to tear down the walls and become allies.

Presented By: David Brownstone; Carey Suleiman and Denny Young 4:00 – 4:15 PM

Break

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Room 200 (Ballroom)

APRIL 12 Board Training Session Closing Plenary In Conversation with Canada’s LGBTQ2 Secretariat LGBT Giving Network Advisory Board member Doug Kerr will lead a conversation with Randy Boissonnault, the Prime Minister’s Special Advisor on LGBTQ2 and Samantha McDonald, Executive Director of the federal LGBTQ2 Secretariat.

4:15 – 5:00 PM

Room 200 (Ballroom)

The discussion will cover some closing reflections on the day as well as discuss the role of this new federal body in supporting charities and nonprofits working with LGBTQ2 communities in Canada. The conversation will examine ways that the federal government is looking to support LGBTQ2 communities and ways that civil society organizations can engage with the government.

Moderator: Doug Kerr Panelists: Randy Boissonnault and Samantha McDonald 5:30 – 8:00 PM

After-Summit Social Continue the conversation at our post-summit social!

Churchmouse and Firkin, 475 Church Street

April 12 – Board Training Session 5:00 PM

Registration Begins

Lobby

5:30 PM

Opening Remarks from LGBT Giving Network and Session Sponsors: Legacy Private Trust and Deloitte

Room 200 (Ballroom)

Dinner Served 5:45 PM

Board Role in Philanthropy | Learn to Love Fundraising (Or at Least Not Hate or Fear it) in 120 minutes You’re a board member. You’re passionate about the cause you’re supporting. So passionate, you’re volunteering what little free time you have.

Together, we will have frank discussions about board members’ roles in fundraising. You will have the opportunity to ask the questions you may feel uncomfortable asking at your board table; we will discuss ways you can be meaningfully involved in fundraising and you’ll be given the opportunity to explore your beliefs and values about money and how they influence your organization’s fundraising. You’ll also leave the session with checklists and materials you can take back to your organization to inspire conversation with your board and senior staff.

Presented By: Cathy Mann Sponsored by Deloitte and Legacy Private Trust

7:30 PM

Event Closes

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Room 200 (Ballroom)

Keynote and Plenary Speakers

Biko Beauttah Board Member, The 519

Randy Boissonnault MP, Edmonton Centre Special Advisor to the Prime Minister on LGBTQ2 Issues

Humberto Carolo Executive Director, White Ribbon

Phillip Ing, Volunteer and Pioneer for Fashion Cares

Doug Kerr Principal, Doug Kerr Consulting

Jessica Ng Doctoral Candidate in Social Policy, London School of Economics and Political Science (LSE), UK

Samantha McDonald Executive Director, Federal LGBTQ2 Secretariat

Doe O’Brien-Teengs Indigenous Knowledge Resource Teacher and Lecturer, Royal Ontario Museum and Lakehead University

Beth Jordan Principal, Adobe Consulting Services.

Workshop Presenters

Mark Aikman Director of Development, Buddies in Bad Times Theatre

Zak Bailey Fundraising Consultant

Andrea Barrack VP, Community Relations and Corporate Citizenship, TD Bank Group

Michael Blair Interim Executive, Director / Director of Operations and Community Partnerships, Fife House

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David Brownstone Professional Practice Lead for Social Work, The Hospital for Sick Children (SickKids)

Workshop Presenters

Laurie Edmiston Executive Director, CATIE

Matthew Halse Manager of Community Relations and Communications, ViiV Healthcare

Keith Hambly Vice-President, Programs and Services, Fred Victor

Steve Khan Program Manager, Ontario Trillium Foundation

Evalyn Parry Artistic Director, Buddies in Bad Times Theatre

Kimberley MacKenzie Owner, KMA

Cathy Mann President, Cathy Mann and Associates Inc.

Susan Mullin CEO, Southlake Regional Health Centre Foundation

Andria Wilson Executive Director, Inside Out

Robert Windrum Executive Director, Project Sunshine Canada

Philip Wong Denny Young Director of Development, Professor, Canadian HIV/AIDS Humber College Legal Network

Emma Lewzey Principal Consultant, Blue Sky Philanthropy

Carey Suleiman Director of Community Giving and Marketing, World Wildlife Fund Canada.

Board Training Session Presenter Thank you to all the speakers for donating their time and expertise to present at the LGBT+ Philanthropy Summit Cathy Mann President, Cathy Mann and Associates Inc.

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Presenting Sponsor

Venue

Lunch and Learn Sponsor

Board Training Session Sponsor

Summit Subsidy Sponsor

Annual Sponsor THE

LAWRENCE FAMILY F O U N D AT I O N

Beer Sponsor

Additional Sponsorship

LGBT Giving Network thanks all our sponsors for their support in making the Philanthropy Summit a reality!

Thank you to all of our volunteers for making this summit a success!

LGBT+ Philanthropy Summit Planning Committee Jason Patterson Japneet Kaur Philip Wong Craig Daniel

Graphic Design

Raymond Helkio

Summit Volunteers

LGBT Advisory Board Josh Brooks Craig Daniel Steven Endicott Sarah Hunter Japneet Kaur Jim Lawrence Andrea Love Stefanie McQuaid Jason Patterson Philip Wong

Our event could not be a success without the help of our fabulous Summit Volunteers who have helped bring this day to life!

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NOTES

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NOTES

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/LGBTGivingNetwork @LGBTGivingCDN lgbtgivingnetwork.org

#LGBTSUMMIT18

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