AFP Charlotte 2014 Board

Introducing the 2014 AFP Charlotte Board

We would like to formally announce the newly elected 2014 AFP Charlotte Board, including the 2014 Officers and Committees.
President Shannon Hinson, CFRE
President-Elect Michelle Hamilton, CFRE
Treasurer Katherine Lambert, CFRE
Secretary Deepa Naik
Past President Patton McDowell, CFRE
VP, Programs Jamie Hayes, CFRE
VP, Membership Ben Mohler, CFRE
VP, Outreach Donna Canzano
Alicia Morris (Socials)
Armen Boyajian, CFRE (Scholarships & EMC)
Bart Landess (Leave A Legacy)
Basil Lyberg (Communications & Marketing)
Caitlin Donley (National Philanthropy Day)
Jenna Westbrook (Communications & Marketing)
Jennifer Player (Affinity Groups)
Josh Jacobson, CFRE (Mentoring)
Julie Congliaro (National  Philanthropy Day)
Marjorie Bray   (Mentoring)
Patrick Lynch (Sponsorships)
Rachel Smith (Programs)
Randall Hitt, CFRE (Recruitment & Retention)
Stephanie Stenglein, CFRE (Assistant Treasurer & Job Opportunities)
Trish Hobson (NC Conference)
Rex Otey (Legislative & Advocacy)

In addition to changes and additions to the AFP Charlotte Board, several changes to committee organization have been made:
  • We have created an Assistant Treasurer role, responsible for assuming the role of Treasurer in the following year and Job Opportunities.
  •  We have combined EMC & Scholarships into one role they are related due to the Chamberlain Scholarship.
  •  CFRE and Senior Forum are combined to support our chapter's most senior members.
  •  The position to support Leave A Legacy has been added under Programming.

Posted in AFP Charlotte Programs.

In Case You Missed It

At the October Monthly Meeting, AFP presented a panel discussion on what development professionals should know about planned giving.
Moderated by AFP's own Bart Landess of the YMCA, panelists Phillips Bragg of Bragg Financial, Brandon Davis of The Morehead Group, Meg Goldstein of Meg Goldstein Law, and Ann Marie Schmitz from BDO Seidman discussed their experiences in helping clients to plan gifts that are mutually beneficial to donors and their heirs, as well as the organizations receiving them.
In particular, our panelists advocate the importance of working with estate-planning professionals so that donors and organizations alike receive the maximum benefits of planned giving.  Ann Marie Schmitz recounted an unfortunate instance in which a planned giving officer gave incorrect advice that was costly to a donor, because they did not know their donor's full financial picture.  They also stressed the importance of building relationships between development professionals.  Brandon Davis noted that there are estate planning techniques that can provide benefits to all the family members and their charities, and encouraged a broad and long view of your relationship with donors.  Meg Goldstein counceled that she and other professional advisors often will encourage gifts to charity from the estate of their clients, and recommended that development officers provide professional advisors with up to date information about their charity. 

Overall, the message of the day was 1) build your relationship, 2) be patient and 3) communicate with the family and professional advisors, as well as your donor.

For more information about planned giving, visit the Leave A Legacy page on our AFP Charlotte website.

Posted in AFP Charlotte Programs.