S02E08: Upgrade your Fundraising with Alice Ferris
Alice L. Ferris, MBA, CFRE, ACFRE, founding partner of GoalBusters, has more than twenty-five years of professional fundraising experience, not including her tenure as the “top cookie salesperson” in Girl Scouts. Alice started her fundraising career as a volunteer at Wisconsin Public Television in Madison, Wisconsin, blowing bubbles onto the set during pledge breaks for the Lawrence Welk Show, which launched a 30+ year affiliation with public broadcasting.
Prior to GoalBusters, Alice served as Director of Development for Lowell Observatory, Foundation Director for Flagstaff Medical Center, and Director of Development for KNAU Arizona Public Radio. During her tenure at Lowell Observatory, the membership program more than doubled, and during her time at KNAU, she led the station to its first $1 million fundraising year. As Foundation Director for Flagstaff Medical Center, Alice directed FMC’s philanthropic grants program, granting over $1.3 million for community health in the Flagstaff area.
Currently, as counsel, Alice is Director of Development for KAWC Colorado River Public Media in Yuma, Arizona, and administrative director for KGHR Navajo Public Radio in Tuba City, Arizona. Alice also teaches Marketing and Communications for Philanthropy and Development for the Masters in Philanthropy and Development at LaGrange College.
Alice was the 90th professional to receive the Advanced Certified Fundraising Executive (ACFRE) credential and is a three-time honoree as AFP-Northern Arizona Fundraising Professional of the Year. She currently serves on the ACFRE Credentialing Board, the AFP Northern Arizona Board, and the Bolz Center for Arts Administration at the Wisconsin School of Business Advisory Board, among other volunteer commitments.
Alice is recognized for her on-air presence on many public television and radio pledge drives, and on national PBS fundraisers, including Downton Abbey, Ken Burns: America’s Storyteller, and Suze Orman’s Financial Solutions for You. Alice earned her Bachelor of Arts with a double major in Radio-TV-Film and Economics and her Master of Business Administration with a double major in Accounting and Management from the University of Wisconsin-Madison. She obtained her Certified Fund Raising Executive (CFRE) in 1999 and is certified through 2020. She received her ACFRE in 2010 and has been an AFP Master Teacher since 2006. Alice is also a well-reviewed keynote and workshop presenter, with presentations in North America, Europe, Australia and Asia.
S02E07: Using Technology for Good with Brett Tackaberry
Brett Tackaberry is a digital solution professional that uses his tech skills for the greater good. He has 15 years of experience helping people and companies do business online, starting with his co-founding 76design, a digital agency. Brett is currently the CTO at Rebel, where he is responsible for the technical team and product direction. In his mission to help people be great online, Brett runs Random Hacks of Kindness, a hackathon for social good; he assists in running Tech4Good, a community organization that bridges the gap between the digital and technology sectors; and contributes to great initiatives like Ottawa Civic Tech and Code4Canada. He has also been known to rock a pretty sweet mustache each November to raise funds for Mustaches for Kids.
S02E06: An Approach to Charity Evaluation with Kate Bahen
Kate Bahen, CFA is the managing director for Charity intelligence and is a retired equity analyst
Some call Charity Intelligence a “charity watchdog”. We see ourselves as research analysts who help Canadian donors give better. Yes, we hold charities accountable for the generous support they receive from Canadian donors and expect them to be financially transparent, and yes, we call out exorbitant overhead costs or charities that don’t need more funding.
During our conversation, we talked about the genesis of measuring charity’s effectiveness, the Nepalese earthquake of 2015, and why “doing good” is no longer good enough
Charity Intelligence researches Canadian charities for donors to be informed and give intelligently. Charity Intelligence’s website posts free reports on more than 740 Canadian charities. Today over 300,000 Canadians use Charity Intelligence’s website as a go-to source for information on Canadian charities reading over 1.3 million charity reports.
S02E05: Skillfully Negotiating Your Way to Success with Michael Sangster
Michael Sangster is an award winning executive and community leader with over 30 years of experience. Michael has an unprecedented talent for activating change, cultivating relationships and rescuing troubled partnerships through skillful negotiation and consensus building.
Michael is currently the Chief Commercial Officer of PAL Aerospace: A global leader in airborne intelligence, surveillance and reconnaissance (ISR) providing comprehensive and custom solutions. Michael has worked for organizations in senior leadership roles at TELUS, The Waterloo Group, and C-COM Satellite Systems Inc to name a few where he’s delivered impressive business development results and motivated large teams to reach their goals.
In the community, Michael has raised over $1.5 million for children at risk through his founding of the Hill Charity Golf Classic tournament; Is a board member of OutCare foundation; is the community chair of the Ottawa Police Service Gala, and is one of the founders of the Ottawa Giving Group: A giving circle located in Ottawa. Michael has also been recognized for his volunteerism and philanthropy with the Ottawa Police Community Leadership Award; the Diamond Jubilee Medal Award; and Volunteer of the Year Award from the Ottawa Food Bank, to name a few.
S02E04: Ticket to Moving Forward with Evan Patterson
Evan Patterson is the executive director of Kids Up Front Ottawa, an organization that distributes donated tickets for a variety of arts and sports events to children and youth who otherwise would not have the opportunity.
As an avid skier and snowboarder; a Calgary 40 under 40, he helps create memories that last a lifetime, often planting seeds for a child’s future interests or career.
For Evan, he’d love to see Kids Up Front become the Ticketmaster for non-profits.
S02E03: Succeeding Together with Parvathi Santhosh-Kumar
Parvathi (PAR-vuh-thee) “Parv” Santhosh (SUN-dhoshhh)-Kumar is Senior Director of Impact at StriveTogether, a national movement of 70 regions working to advance equitable outcomes for children and families from cradle to career. She is a Results Count leadership practitioner who coaches teams of cross-sector leaders to dismantle structural barriers to opportunity and achieve impact at scale towards economic mobility for 10.5 million youth. She also serves as managing director for StriveTogether’s Chicago office. She is Vice Curator of the Chicago Global Shapers Community and she was selected as one of 50 young leaders to participate in the 2018 World Economic Forum Annual Meeting in Davos, where she contributed to dialogues with world leaders on creating a shared future in a fractured world. Parv previously served Chicago Mayor Rahm Emanuel on executing his education policy agenda. Parv earned a BA in American Studies from Northwestern and an MPP from Harvard’s School of Government.
S02E02: Hospitality and Kindness Wins with Kate Swift
Kate Swift is the Manager of Community Engagement at Extend- A – Family Waterloo Region.
For almost a decade, Kate has been focused on Community Development and the social sector; building opportunities for people to connect and thrive is her jam! Kate is an accomplished development and event manager who loves to listen and share stories about the people she meets. A lifetime in the hospitality industry has taught her that everyone is a VIP and that is just as important to have a strategic plan as it is to be able to think on your feet. can help you exceed your goals, build your community and foster relationships with your stakeholders.
What Kate knows for sure: that knowledge is power and best when shared; grumpy people are usually just hungry or tired; Paul Simon’s Graceland is the one album she would listen to forever; and that when approached with kindness and thoughtfulness, anything can happen.
S02E01: Medicine & Making a Difference with Dr. Sonika Kainth
Dr. Sonika Kainth is a family physician in Toronto. Her expertise lies in combining her knowledge of medicine with a passion for addressing the systemic issues that negatively impact health. Sonika’s work focuses on the opioid crisis which has killed 50 times more people in Ontario than SARS. Currently, she works at a harm-reduction clinic treating people with opioid addictions and resulting health consequences.
Dr. Kainth is a strong advocate for the social determinants of health such as income, health literacy and access to safe housing. She works with many underserved populations and does clinics on a mobile health bus for women without health insurance. She teaches medical trainees practical ways to become daily advocates and has spoken about these issues at many medical conferences.
During her training, she was appointed “Exceptional Resident with Refugees” for helping this population navigate the transition to Canada, such as learning to use public transit. Through her involvement with the Calgary Hub, she was able to get culturally appropriate swimwear donated for 54 students to attend swimming lessons.
Sonika is now Vice Curator for the Toronto Hub and employing Agile techniques to improve group communication and Hub efficiency.
S01E09: Showcasing Leadership as a Board Member with Brian Toller
Brian Toller is President of Tolcor Investments Ltd., a private investment firm. He is also Co-Owner of Cognitive Workshops, which provides cognitive therapy training for mental health professionals across Canada and in the UK. Previously, he was President of real estate developer The Expernet Group; Senior Consultant of DCH Consultants; Publisher of Renewable Energy News; and a reporter with the Ottawa Citizen. He received an Honours BA in Economics and Canadian Studies from Trent University in 1975 and also did post-graduate studies in journalism at Carleton University.
On a community level, Brian is on the board of Community Foundations of Canada, which represents the 191 community foundations across Canada. He was on the board of the Ottawa Community Foundation (OCF) for 10 years, three as Board Chair and four as Chair of its Investment Committee, where he led an initiative to implement Responsible Investing and Impact Investing at the foundation. He is currently a member of OCF’s Impact Investing Committee as well as its Investment Committee. He is also Chair of Impact Hub Ottawa, a collaborative co-working space that incubates social purpose businesses. He is an active supporter of the Ottawa arts community, particularly the Great Canadian Theatre Company and the Ottawa Art Gallery. He was awarded a Queen’s Diamond Jubilee Medal and a Governor General’s Caring Canadian Award for his work in the community.
GCTC — https://www.gctc.ca/
S01E08: The Power of Storytelling with Leah Eustace
Leah is an idea-generator and strategic thinker with a wide and varied background in charitable fund development. Over the past 25 years, Leah has raised hundreds of millions of dollars for organizations around the world.
After many years as a practitioner, Leah now works as a consultant to the non-profit sector. She partners with her clients to help tell powerful stories through direct marketing, cases for support, legacy giving and social media. She has a particular interest, and extensive experience, in strategic planning and ‘looking under the hood’ of fundraising programs to help tune up revenue-generation activities and build stronger relationships with donors.
Leah’s volunteer work is extensive. She is Immediate Past Chair of the AFP Foundation for Philanthropy – Canada, a Board Member of AFP International, a member of the ACFRE Credentialing Board, and on the Board of the newly formed AFP Canada.
Leah speaks internationally in the areas of legacy giving, donor psychology, leadership, and philanthropic trends. As well, she’s a regular contributor to Advancing Philanthropy, Hilborn e-news, and many other publications.
In 2014, Leah became the 101st person in the world to receive the ACFRE accreditation (and only the 8th in Canada). She was also honoured with the 2014 AFP Ottawa Chapter Outstanding Fundraising Executive Award.
S01E07: Swiping Right on Fundraising with Paul Nazareth
As Vice President of Community Engagement with CanadaHelps Paul’s team connects Canadians to their most beloved causes as they help over 18,000 Canadian charities tell their stories and fundraise online. Spending 18 years in the sector Paul has been a philanthropic advisor with Scotiabank and spent over a decade with charities like the University of Toronto and the Catholic Church of Greater Toronto. He teaches fundraising with the postgraduate fundraising program at Georgian College, is Chair of the Advisory Committee at the Humber College postgraduate fundraising program, an instructor with the Canadian Association of Gift Planners and speaks nationally on online, major and planned giving. He has been a speaker at almost every AFP Chapter in Canada, and has been featured in the Globe and Mail and Forbes on the topic of personal branding and networking.
Learn more about Paul: https://about.me/paulnazareth
S01E06: Donors and Brides – Beyond the Veil with Sarah Wong
Sarah Wong is a 25-year-old entrepreneur born and raised in Ottawa. By day she is a customer support lead at a local tech company dedicated to changing the face of healthcare, but on evenings and weekends, she’s a wedding planner dedicated to making life stress-free for local brides and grooms to be! Her current passions in life involve yoga, wine and her fur children (who knew cats could also downward dog?!).
We are sure you’re more interested in the good stuff. She shamelessly admits that her longest relationship outside of her immediate family has been with philanthropy and she has no regrets! Beginning in high school, she volunteered for every committee and charitable event she could. Her CV will tell you that she has planned eye-opening trips for special needs students at the high school level, volunteered with Habitat for Humanity’s Global Village program and created the Fraternities and Sororities of Ottawa Foundation, raising over $30,000 for local charities to date. What her CV won’t tell you, however, is how much she has enjoyed every opportunity for learning and personal growth that philanthropy has provided her along her journey! She truly hopes that you give yourself the opportunity to do the same as you give back too.
S01E05: Samantha Banks – The Magical World of Event Planning
Samantha Banks has been working and volunteering in the philanthropic sector for over a decade. She is a graduate of the Humber Fundraising and Volunteer Management Program and has held positions on both the fundraising and granting side of the industry. She loves to dance and throw events that bring amazing people together. She has worked in Montreal and Ottawa, and served as the Chief of Staff for a Family Office and Foundation in Toronto. Sam is now the Director of Philanthropy, Under 40, for UJA Federation of Greater Toronto. Feel free to contact her at email@example.com if you want to get involved or have any ideas or questions!
S01E04: Caitlin Salvino – Getting Involved on Campus
Caitlin Salvino is a recent 2017 graduate from Carleton University completing a B.A. Combined Honours in Human Rights and Transnational Law, and is the National Chair of OurTurn. OurTurn is a student-led organization working with 28 student unions and groups across 8 provinces representing close to 400,000 students. It was initiated through the publication of the OurTurn National Action Plan – a bilingual, adaptable, action plan to end campus sexual violence through a holistic response. As part of this action plan, the authors created a campus sexual violence policy scorecard, using a set of 45 different criteria to grade 14 institutions policies – the national average being a C- (60%). Since publication, OurTurn now works with students to provide them with the tools and support they need to prevent sexual violence, support survivors, and lobbying for reforms. This year Caitlin was awarded with the Rhodes scholarship and will study law at Oxford University in the Fall of 2018.
Follow her on Instagram: caitlin.salvino
S01E03: Eric Collard – Understanding Communications
Eric Collard spends his days as the Managing Partner of the Ottawa Media Group, a full-fledged communications firm that has access to close to 20 of the best minds in Canada in media training, communications strategy and event management.
When he’s not giving workshops or presenting at conferences, he’s helping clients merge the time-tested principles of public relations with the new online realities.
A former journalist, he’s spoken across North America on communications and interwebs stuff over the past seven years.
He enjoys doing what he can for the community with his position on the KidsUpFront Ottawa and Banff Avenue Community House board of directors. He’s also the co-founder of Amazing People, a local movement helping shine the light on amazing people doing amazing things.
Follow him on LinkedIn: Eric Collard
Follow him on Twitter: @_ECinc
Daniel Brunette is the Director, Development and Donor Services for the Ottawa Community Foundation. During the past 17 years, he has worked and volunteered in a number of different capacities in the not-for-profit sector. He began his career by working on the Passing the Torch Campaign to build the new Canadian War Museum, before being recruited to the University of Ottawa and then by the Boys and Girls Club of Ottawa. In 2012, he was invited to join the Ottawa Community Foundation and has served on the Management team since in January of 2015.
As a volunteer, Daniel has spoken extensively about fundraising, including webinars on charitable compliance and receipting for the Capacity Builders program and was a guest lecturer for a continuing education class at Algonquin College (Ottawa Valley Campus) on Ethics and Fundraising. He is currently serving as a Board member and Chair of the Government Relations Committee for the Association of Fundraising Professionals in Canada. He is also the Vice-President of the Bhawani Anantaraman Foundation and prior to this, he served on a number of other boards and committees, including theDuke of Edinburgh’s Award (Québec) and the Cameron Highlanders of Ottawa Foundation. In 2015, he was recognized with a Community Builder Award from United Way Ottawa for his sector involvement and capacity-building work.
This is definitely, Beyond the Bake Sale.
Follow him on LinkedIn: Dan Brunette
Here’s more information on the topics Dan made reference to in his interview:
- Association of Fundraising Professionals: www.afpnet.org
- Ottawa Community Foundation: www.ocf-fco.ca
- Canada Revenue Agency: www.cra-arc.gc.ca/charitylists/
S01E01: Eric Lauer – The Fight for Movember
Eric Lauer is a 26-year-old marketing and events professional who has been working in the events industry since he was 17. He currently works for a boutique style marketing agency in Toronto, Ontario called Satori CGI. Eric’s drive is to provide creative and disruptive experiences that create lasting impressions. In late 2017 Eric competed in a charity boxing match and raised funds for the Movember Campaign.
Eric has been involved with fundraising for almost ten years. His fundraising “career” ironically started with bake sales and selling chocolate bars at his local Jewish Community Centre (JCC) in Montreal, QC. The purpose of which was to help fund after-school youth programming for the B’nai Brith Youth Organization. He moved to Ottawa for university and began working as an events intern, producing events for young professionals. During his time in university, he joined an international Greek letter fraternity called ACACIA whose motto was “Human Service”. Through this organization, he would be charged to pursue philanthropic endeavours and to generate funds for various charities and causes. This would have a lasting impact, as he would always strive to be involved in impacting those around him.
In late 2017 Eric would begin his journey to the ring as an amateur boxer in the fight for men’s health. He would compete in the 7th installment of Agency Wars.
Agency wars is a charity boxing event where people from the marketing and advertising world in Toronto train and compete in a three-round boxing match. The event is put on by Clancy’s Boxing Academy located in Toronto. Every year they take in marketing and advertising professionals with zero boxing experience and in 12 intense weeks they pit them against each other in a fully licensed Olympic style Amateur boxing match.
He received coaching from past Olympic Boxer Mark Simmons, Head Coach Rico Mancini and Simon Ware. He was pushed to the extreme by his coaches and teammates in the lead up to fight night. The goal of his training was to secure a victory in the ring but his purpose was to raise funds, support and awareness for the Movember campaign. Over the course of his training Eric raised over $2100 from his friends and family who either wished to support him or really wanted to see him get hit in the face for charity. He used social media as well as grassroots promotion to secure his donations and identified strategies along the way that really helped to drive donations and promote his cause.
This is definitely, Beyond the Bake Sale.
Follow him on Instagram: @EazyLauer
Here’s more information on the topics Eric made reference to in his interview: