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Canada’s conference with a heart!
Venue: Room 234 - 2nd Floor clear filter
Wednesday, June 11
 

8:30am MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 1
Wednesday June 11, 2025 8:30am - 10:30am MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential

This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Moderators
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Speakers
avatar for Jeff Evans, CFP

Jeff Evans, CFP

Planned Giving Consultant, The Donor Motivation Program
Jeff has had the privilege of guiding individuals, families, and business owners with their financial affairs for over 25 years. During this time he has developed a passion and an expertise for educating and motivating Canadians with strategic financial planning strategies. These... Read More →
avatar for Tammy Kyte

Tammy Kyte

Executive Director, GiveWise Foundation Canada
Tammy Kyte merges her deep-rooted passion for authenticity and the transformative power of generosity with an entrepreneurial spirit honed over 15 years of leading a family home building business. Fueled by her passion for innovation, she is dedicated to fostering generosity through... Read More →
avatar for Jaya Mootoo

Jaya Mootoo

Equity Seeker, Jaya Mootoo Consulting
Let me introduce myself to all the new kids in town! My name is Jaya Mootoo! Nice to meet you! "I am a detail-oriented and driven professional consultant and speaker, poised with an entrepreneurial flare for seeing potential, identifying opportunities and reaping results." (Like that... Read More →
avatar for Lynne Boardman

Lynne Boardman

Managing Director, Harvey McKinnon Associates
Lynne Boardman has been working in fundraising for 20 years – in Canada and the UK. She's worked with wonderful organizations representing a myriad of different causes, from overseas development to health care, environmental causes, human rights, homelessness organizations and Indigenous... Read More →
avatar for Daniel Goldgut

Daniel Goldgut

Co-Founder & CEO, Epilogue
Daniel Goldgut is the Co-Founder and CEO of Epilogue Wills, Canada’s leading online estate planning platform. A former tax and estate planning lawyer, Daniel recognized the need for a simpler, more accessible way for Canadians to create Wills and Powers of Attorney. In 2019, he... Read More →
avatar for David Kravinchuk

David Kravinchuk

Philanthropy Firebrand, The Common Good fundraising agency
I firmly believe philanthropy's power belongs to everyone. So, I spend my days helping donors-next-door achieve their dream of building a better future.I'm thrilled to work with clients across Canada and internationally, inspiring donors to unleash their desire for meaningful change... Read More →
avatar for Tess Conrad, CFRE

Tess Conrad, CFRE

Founder and Principal Consultant, Full Potential Fundraising
Tess is a seasoned fundraising professional with 10 years of experience and has held her CFRE (Certified Fund Raising Executive) since 2021. She also holds a Certificate in Fundraising Management from BCIT, and a BFA in Theatre Performance from SFU. She’s a high achiever with a... Read More →
Wednesday June 11, 2025 8:30am - 10:30am MDT
Room 234 - 2nd Floor

11:00am MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 2
Wednesday June 11, 2025 11:00am - 12:30pm MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential
This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Speakers
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Wednesday June 11, 2025 11:00am - 12:30pm MDT
Room 234 - 2nd Floor

1:30pm MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 3
Wednesday June 11, 2025 1:30pm - 3:00pm MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential
This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Speakers
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Wednesday June 11, 2025 1:30pm - 3:00pm MDT
Room 234 - 2nd Floor

3:30pm MDT

LL3 - Future-Proofing Planned Giving: The New Playbook for Success | LeaderLab part 4
Wednesday June 11, 2025 3:30pm - 5:00pm MDT
The future of Planned Giving can, should, and will look much different than today.

Are you keeping up, or falling behind?

Join Paul Nazareth, the most visionary and influential mind in Canadian Planned Giving today, for an immersive LeaderLab at WCFC25. Known for his bold thinking, deep generosity, and ability to connect and elevate rising stars,

Paul has assembled a super-team of the brightest minds in legacy fundraising to guide you through what’s next—and how to thrive in it.

Through candid discussions, expert insights, and hands-on exercises, you’ll discover:
  • Why the old ways aren’t working—and what to do instead
  • The skills, conversations, and mindset shifts that will define future PG success
  • How digital tools, online wills, and inspiring values-based donor conversations will reshape legacy giving + deliver transformational gifts
  • How to work with advisors and rethink Donor-Advised Funds to unlock new potential
This isn’t just a workshop—it’s a roadmap to the future of Planned Giving.

Because the future is here!

You’ll walk away with a personalized 90-day action plan to transform your approach, your organization, and your career.

If you want to succeed and lead in the next era of Planned Giving, this is where you start.
Speakers
avatar for Paul Nazareth, MFA-P

Paul Nazareth, MFA-P

Chief Connector, Connectworking
I exist to help people who seek purpose, use that purpose to help and build community. My work is based on the idea that every Canadian has a giving dream.I work with charities and professional advisors ( in tax, financial and estate planning) to empower everyday people to turn their... Read More →
Wednesday June 11, 2025 3:30pm - 5:00pm MDT
Room 234 - 2nd Floor
 
Thursday, June 12
 

9:55am MDT

C1-1: The Treasure Hidden in Your Donor Data: Your Map to Discover Gems and Boost Fundraising | Fundraising Clinic Part 1 + 2
Thursday June 12, 2025 9:55am - 12:00pm MDT
Ever feel like your donor database is a treasure chest just waiting to be unlocked?

Well, it is—if you know where to dig.

Join Sam Laprade, CFRE, Canada’s most trusted donor data analytics expert, and Ben Mohler, ACFRE, one of America's top authorities on turning donor data insights into fundraising success.  This high-energy, practical session will show you how to uncover hidden opportunities in your donor data.

In this session, Sam and Ben will use real-world examples and proven strategies to dig deep to discover the donors who already care about your cause. You’ll leave with clear and practical steps to reduce donor attrition, improve second-gift conversion, and grow fundraising with the donors who are most likely to give—and give again.

No more guessing or wasting time on unproductive leads—this session will teach you how to focus your efforts on the donors who already care about your cause. This will help you build lasting donor relationships and drive revenue, even in chaotic times.

If you’re ready to use your data to unlock the full potential of your donor base, this session is for you. It’s time to dig for treasure in your own backyard—and find the hidden donors hiding in plain sight. We’ll provide the map.
Speakers
avatar for Sam Laprade, CFRE

Sam Laprade, CFRE

Marketing Director, Gryphon Fundraising
Sam Laprade, CFRESam loves to connect people! As an award-winning radio broadcaster, author and professional fundraiser Sam works closely with the community to give a voice to new ideas, tough topics, and philanthropy.Sam’s extensive experience, for over three decades, in media... Read More →
avatar for Ben Mohler, ACFRE

Ben Mohler, ACFRE

Chief Executive and Principal Consultant, Giving Three
Benjamin Mohler, ACFRE, CFRE, MAGivingThree, Chief Executive and Principal ConsultantBen Mohler, M.A., CFRE, ACFRE, is the chief executive and principal consultant of GivingThree. He has presented frequently over the past twenty years for AFP chapters and several conferences on the... Read More →
Thursday June 12, 2025 9:55am - 12:00pm MDT
Room 234 - 2nd Floor

1:50pm MDT

C2-1: Campaign Success Starts Here: The Proven Planning Framework for Your Next Big Fundraising Goal | Fundraising Clinic Part 1 + 2
Thursday June 12, 2025 1:50pm - 4:15pm MDT
Here’s an uncomfortable truth about capital campaigns: even well-established organizations can fall short of their goals. The difference between success and failure? Planning.

If a major campaign is on your horizon, now is the time to lay the foundation—not when you’re ready to launch. In this workshop, you’ll learn a proven planning framework built on 25+ years of frontline fundraising experience across campaigns ranging from $5M to $200M.

We’ll cover:
- The essential steps to prepare for a campaign - before you start asking
- How to avoid common pitfalls that can derail even the strongest organizations
- Why taking a “wait and see” approach during times of political and economic uncertainty is the riskiest strategy (and what to do instead)

Whether you're leading your first campaign or your fifth, you’ll walk away with the clarity, confidence, and a concrete plan to set your campaign up for success.
Speakers
avatar for Emma Lewzey

Emma Lewzey

Founder and CEO, Blue Sky Philanthropy
Emma Lewzey is an award-winning fundraiser, trainer and coach with 25 years of fundraising and nonprofit leadership experience. She launched her career in major gift fundraising in 2002 when she managed her first capital campaign for Canada’s largest 2SLGBTQ+ Community Centre.Emma... Read More →
Thursday June 12, 2025 1:50pm - 4:15pm MDT
Room 234 - 2nd Floor
 
Friday, June 13
 

8:30am MDT

WS2 - Cultivation & Stewardship: The Power Couple of Fundraising | workshop part 1 | generously sponsored by CanadaHelps
Friday June 13, 2025 8:30am - 10:30am MDT
This dynamic half-day workshop led by two accomplished leaders will explore the critical balance between thanking donors meaningfully and strategically guiding them toward deeper engagement.

With a mix of strategy, storytelling, and a touch of humor, Angel and Mary make donor stewardship and cultivation exciting, effective, and actionable. Their engaging approach ensures that every nonprofit professional they work with walks away with fresh ideas and practical tools to elevate their donor relationships.

Attendees will learn practical, impactful ways to express gratitude, build trust, and move donors from one-time gifts to lasting relationships.

Participants will leave with a ready-to-implement action plan, ensuring they can put their new strategies into practice immediately.


About this powerful presenting partnership
Angel Benedict, CFRE, and Mary Saretski, CFRE, are dynamic, creative thinkers and problem solvers who have spent their careers transforming donor engagement.
Starting their journey together at the University of Alberta’s central advancement team, they quickly discovered a shared passion for building meaningful relationships and making philanthropy both impactful and fun. Since those early days, they’ve remained close colleagues—constantly bouncing ideas off each other, tackling challenges together, and pushing each other to think bigger and bolder. Simply put, they’re better together.

Angel, now the Executive Director of 880 CHED Santas Anonymous, leads with innovation and heart. Mary, as the Director of Donor & Stakeholder Relations at the Edmonton Humane Society, brings energy and strategy to connecting people with causes that matter.
Speakers
avatar for Angel Benedict, CFRE

Angel Benedict, CFRE

Executive Director, 630 CHED Santas Anonymous
With almost 20 years in the non-profit sector, Angel has worked in a wide range of development roles and sectors. She is passionate about using her education and experience in journalism and communications to incorporate stakeholder-centric communications as a way to engage people... Read More →
avatar for Mary Saretski, CFRE

Mary Saretski, CFRE

Director, Donor & Stakeholder Relations, Edmonton Humane Society
A relationship builder, out-of-the-box thinker, and problem solver, Mary has 20+ years of experience in the charitable sector, including leadership roles at the University of Alberta and Habitat for Humanity Edmonton.Mary currently serves as Director, Donor & Stakeholder Relations... Read More →

Friday June 13, 2025 8:30am - 10:30am MDT
Room 234 - 2nd Floor

11:00am MDT

WS2 - Cultivation & Stewardship: The Power Couple of Fundraising. | workshop part 2 | generously sponsored by CanadaHelps
Friday June 13, 2025 11:00am - 12:30pm MDT
This  dynamic half-day workshop led by two accomplished leaders will explore the critical balance between thanking donors meaningfully and strategically guiding them toward deeper engagement.

With a mix of strategy, storytelling, and a touch of humor, Angel and Mary make donor stewardship and cultivation exciting, effective, and actionable. Their engaging approach ensures that every nonprofit professional they work with walks away with fresh ideas and practical tools to elevate their donor relationships.

Attendees will learn practical, impactful ways to express gratitude, build trust, and move donors from one-time gifts to lasting relationships.

Participants will leave with a ready-to-implement action plan, ensuring they can put their new strategies into practice immediately.


About this powerful presenting partnership
Angel Benedict, CFRE, and Mary Saretski, CFRE, are dynamic, creative thinkers and problem solvers who have spent their careers transforming donor engagement.
Starting their journey together at the University of Alberta’s central advancement team, they quickly discovered a shared passion for building meaningful relationships and making philanthropy both impactful and fun. Since those early days, they’ve remained close colleagues—constantly bouncing ideas off each other, tackling challenges together, and pushing each other to think bigger and bolder. Simply put, they’re better together.

Angel, now the Executive Director of 880 CHED Santas Anonymous, leads with innovation and heart. Mary, as the Director of Donor & Stakeholder Relations at the Edmonton Humane Society, brings energy and strategy to connecting people with causes that matter.
Speakers
avatar for Mary Saretski, CFRE

Mary Saretski, CFRE

Director, Donor & Stakeholder Relations, Edmonton Humane Society
A relationship builder, out-of-the-box thinker, and problem solver, Mary has 20+ years of experience in the charitable sector, including leadership roles at the University of Alberta and Habitat for Humanity Edmonton.Mary currently serves as Director, Donor & Stakeholder Relations... Read More →
avatar for Angel Benedict, CFRE

Angel Benedict, CFRE

Executive Director, 630 CHED Santas Anonymous
With almost 20 years in the non-profit sector, Angel has worked in a wide range of development roles and sectors. She is passionate about using her education and experience in journalism and communications to incorporate stakeholder-centric communications as a way to engage people... Read More →

Friday June 13, 2025 11:00am - 12:30pm MDT
Room 234 - 2nd Floor
 
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