Notice: Important information about COVID-19 here.

Higher Education Day

Join us for Higher Education Day! This one-day event is one of the highlights of the Canadian Association of Gift Planners conference for those engaged in fundraising for post-secondary institutions. The day-long session features presentations by leaders in higher education fundraising, a roundtable discussion, and many opportunities to exchange best practices and challenges with your colleagues from across the country.

Tuesday, April 21, 2020

St Paul's Anglican Cathedral
1861 McIntyre St
Regina, Saskatchewan

Parking Availability (233 KB)PDF icon




E. H. Guy Mallabone, MA, CFRE
Global Philanthropic Inc.
Event Sponsor

Fusion or Confusion: Blending the Major and Planned Gift Ask

Successful higher-educational institutions provide donors with multiple opportunities to donate (multiple channels; multiple times). Donors sometimes get confused and burned out by uncoordinated and ‘competing’ solicitations for their support. One of the greatest challenges, and therefore opportunities, is examining how to ‘blend’ the major gift and planned gift ask. In this session Guy will examine the concept of blended asking; the current models that exist that combine major and planned giving; the steps that can be taken to successfully integrate the two approaches; and the competing perspectives defining giving.


Guy was recognized in 2009 by Alberta Venture Magazine as one of Alberta’s most influential citizens and by the Calgary Herald in 2009 as one of Calgary’s 20 most compelling citizens. He was awarded Outstanding Fundraising Executive by both AFP Edmonton Chapter (1999) and AFP Calgary Chapter (2011) organizations. Headquartered in Calgary, Alberta, Canada, Guy leads Global Philanthropic Inc. as President and CEO, conducting fund development training and consulting in more than a dozen countries. As a practitioner, author, teacher and presenter, Guy works with all types and sizes of goals and challenges. 


Charlotte Field
Good Works Co.
Break Sponsor

What’s Your Legacy Cultivation Mix? How to Use Mail, Phone and Digital Tools to Build Your Pipeline

This session will introduce you to what we call the Legacy Factory – the twisting, turning, cultivation rollercoaster a donor rides on the journey from suspect, to prospect, to full-blown legacy donor. Grounded in storytelling and an autobiographical approach, we’ll dive into the key tactics you can use to build and elevate your own Legacy Factory. The goal here is to create a program, and not a one-off campaign. We'll show you how Good Works Co. does it, based on our 20+ years of legacy marketing experience and guided by real-life examples of successful legacy programs. You’ll leave with a solid, practical understanding of exactly how to implement the Good Works Co. approach at your institution.


Charlotte is a Senior Philanthropic Counsel at Good Works Co. and a bonafide tech nerd. She’s also the co-author of You Can’t Take it With You: The Art and Science of Legacy Fundraising (the second edition of Iceberg Philanthropy), the go-to book on planned giving that shows fundraisers how very ordinary donors make extraordinary gifts to charity in their wills. Charlotte has woven together digital and legacy giving for a multitude of charities, including Trans Canada Trail, the MS Society of Canada, Kids Help Phone, the Ottawa Hospital Foundation and the Ontario SPCA. She’s a world traveller, a cat mom of two, and a firm believer in pronouncing GIF with a hard ‘g’.


Thank you to our Sponsors!