Learn the Fundamentals of Capital Development Planning

Embarking on a capital project can be both exciting and nerve wracking. This four-part webinar series provides an introductory guide to the most important steps in the capital project development journey, so you know what to expect — and how to succeed.
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  • Create a Master Plan

    Discover how to craft a robust capital project master plan that captures your organizational needs, aligns with ministry design standards and provides clarity around the project scope, cost and timing.

  • Fundraising

    Learn how to boost philanthropic support for your project and consider less traditional sources for fundraising, including peer-to-peer fundraising, government grants, charitable trusts, bequests, insurance and social capital.

  • Operational Efficiency

    Explore operational expenditure benchmarking, learn to optimize the efficiency of your operations, and discuss specific links between finance and operations that can support the financing of a capital re/development project.

Course Curriculum

  1. 1

    • Plotting the Path: The Master Plan

    • Bringing Others Along: New Ways to Fundraise

    • How Operations Efficiency Can Support the Project Cost

    • Selling It: Secrets of the Successful Proposal

    • Build for the Future Feedback

Investment

AdvantAge Ontario Members enjoy generous discounts on all courses and webinars. Visit advantageontario.ca to learn more about membership today!

Instructors

Neda Basharat

Montgomery Sisam Architects Inc.

Julie Horne

CFO and Privacy Officer, Unionville Home Society

Amit Joshi

Director, IT Innovation, Data Analytics & Capital Development, AdvantAge Ontari

Lisa Levin

CEO, AdvantAge Ontario

Lisa Levin is the CEO of AdvantAge Ontario, an association of Ontario’s non-profit organizations serving seniors. Before joining AdvantAge, Lisa was the Director of Nursing and Health Policy with the Registered Nurses ‘Association of Ontario (RNAO). From 2011 to 2016, Lisa was the Chair of the Ontario Caregiver Coalition (OCC) that advocates for family caregivers across the province. In 2012, Lisa received a Queen Elizabeth Diamond Jubilee medal for her work leading the OCC.

Gary Gladstone

CFRE and Principal Consultant, Gladstone Consulting

We found all of the information and advice relevant, timely and valuable. The application process is overwhelming, but at least we have some guidance and very practical information to use now.

2019 Participant