The Big Build: Funding Capital Projects

Sponsored by:

Members:  $95 each or sign up for all three sessions for $255 (save $30) 
Non-Members:  $140 each or sign up for all three sessions for $390 (save $30)

Organizing your capital project can feel like an overwhelming and daunting undertaking, and many times funding is the greatest hurdle. It can be done! Whether this is new territory or you’re already on your way, our experts will guide you through three key steps in the process – getting a plan, fundraising, and working with lenders – in this special three-part webinar series:

  • Getting a Plan: First Steps for Funding a Capital Project
  • Reaching Out: Capital Fundraising in the Community
  • Lend Me the Money: The Ins and Outs of Borrowing for Capital Projects

Webinar 1
Tuesday, November 12
1:00 PM – 3:00 PM

  Getting a Plan: First Steps for Funding a Capital Project
If your organization is just starting out on a capital project journey, this session is for you. Experienced practitioners will lay out key considerations and tools to help you craft a plan that is achievable and aligned with the unique needs of your organization. You’ll learn helpful ways to assess costs and potential funding sources and get cost containment strategies for controlling the final pricetag.


> Learn how to develop an overall plan for your home’s project, including helpful tools such as AdvantAge Ontario’s self-assessment/roadmap.
> Find out how to develop a capital budget and identify funding sources.
> Hear key tactics for cost reduction and lessons from the field.

Carolyn Clubine, Healthcare and Non-Profit Management Consultant, Clubine Consulting (facilitator)
Steve Bryant, Vice President & Managing Director, Real Estate Finance, Ontario, CMLS Financial;
Matt Galvin, Partner, G Architects Inc.;
Jeff Renaud, Administrator, Ritz Lutheran Villa

Webinar 2
Thursday, November 21
1:00 PM – 3:00 PM

  Reaching Out: Capital Fundraising in the Community 
Funding a capital project through community contributions is a common approach for acquiring the necessary resources. This session will help you evaluate the fundraising potential in your community, assess different fundraising methods, identify who in your community is most likely to have an affinity with your project and learn ways to solicit contributions. Member presenters will share their experiences in raising capital in their communities.

> Get tools for assessing your community’s fundraising capacity.
> Receive an overview of different fundraising methods.
> Learn what’s involved with working with a professional  fundraiser and hear from one about presenting your project’s story to potential donors in a compelling way.

Dan Keays, Director of Development and Volunteer Coordinator, Foyer Richelieu Welland;
Sean Keays, Chief Administrative Officer, Foyer Richelieu Welland;
Sarah Ingram, Founder, The Ingram Group;
Toni Lavigne, Executive Director, St. Francis Valley Healthcare Foundation

Webinar 3
Tuesday, November 26
1:00 PM – 3:00 PM

  Lend Me the Money: The Ins and Outs of Borrowing for Capital Projects 
You’re underway with your capital development work plan, have a good idea about your timing and funding requirements or are starting to explore them. If debt financing is being considered, it’s time to get ready for the process. This session will walk you through items to consider, including financial feasibility, how to approach lenders, and what they’re looking for from you. It’s an excellent opportunity to bring your questions, to gain skills, knowledge and confidence before heading out into the marketplace or to reconfirm your project parameters.
> Know how to prepare before approaching a mortgage broker/advisor or lender, including what they’ll need, to consider your project.
> Understand how to approach, choose and establish a relationship with a lender.
> Familiarize yourself with what to expect during  the process of applying for, negotiating on, and finalizing the loan from initial discussions, to applications, to term sheets, commitment letters and how these affect financing fees and interest expenses during construction.
> Learn about when is the right time to start talking about borrowing.
> Developing a Pro Forma.

Doug Shinobu, Managing Director, Greengate Capital Corp. 



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Cancellations: Cancellations will be accepted up to five working days prior to the date of the program less a 15% administration fee that will apply regardless of the status of payment. Registrants who fail to attend the program or cancel after the deadline date shall be liable for the full fee. There is no charge for delegate substitutions. The AdvantAge Ontario Education Department reserves the right to cancel or reschedule this program.