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.

2013 AFP Charlotte Chamberlain Scholarship Award

AFP Charlotte would like to congratulate Robert Touchstone, Director of Development for the Carolina Raptor Center, on being awarded the 2013 Charlotte Chapter Chamberlain Scholarship. 
 
To help individuals serving nonprofit organizations develop their knowledge and skill in fundraising, the AFP Foundation for Philanthropy sponsors the Chamberlain Scholarship Program. The Chamberlain Scholarship honors the memory of Ralph E. Chamberlain, CFRE. AFP Chapters may name one grant recipient per year. 
 
Robert will receive $1,000 towards expenses and his conference registration (a $625 value) to the 2014 AFP International Conference, March 23-25, in San Antonio, Texas. 
 

Posted in AFP Charlotte Programs.

2014 Slate of Officers and Directors Announced

The Nominating Committee of the Charlotte AFP Board of Directors is pleased to present the following slate of officers and directors for 2014. Members of AFP Charlotte are invited to attend the September 18, 2013 meeting to vote on the chapter leadership for next year. 
 
Officers
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
   
Directors  
   
Alicia Morris
Armen Boyajian, CFRE
Bart Landess, JD
Basil Lyberg
Caitlin Donley
Jenna Westbrook
Jennifer Player
Josh Jacobson, CFRE
Julie Conigliaro
Marjorie Bray
Patrick Lynch
Rachel Smith
Randall Hitt
Rex Otey
Stephanie Stenglein, CFRE
Trish Hobson

If you have any questions, please contact Katie Benston, CFRE chair of the nominating committee

Deadline for Mentoring Program Approaches!

Deadline for 2013-2014 Mentoring Program is September 13

The deadline for applying to be a part of the 2013-2014 mentoring program is fast approaching! A free member benefit for AFP Charlotte Chapter members, this eight month program begins in October and ends in May. Mentees are paired with mentors to provide one-on-one professional development. Topics can include skill development, understanding our region and career development, to name just a few.

Individuals interested in participating as mentees or mentors are encouraged to go to the AFP Charlotte website and fill out the application linked at the bottom of the page. The cut off is 5pm on September 13 sharp!

Please send any questions to Josh Jacobson, Mentoring Committee Chair, at jj@pattonmcdowell.com

AFP Conference in Concord - LAST CALL

LAST CHANCE to register!   Registration ends Friday, 8/9!  This incredible conference will take place on August 16 and will give you a chance to network and grow professionally with non-profit professionals. Check it out at www.ncphilanthropyconference.org

Posted in AFP Charlotte Programs, Fundraising.

40 Under 40 Recipient Credits AFP Charlotte for His Success

Last week, Benjamin Mohler (UNC Charlotte) for being named to the 40 Under 40 List by the Charlotte Business Journal. We asked Ben to share his the impact his AFP membership has had on him professionally. Congratulations to Ben on being named to this distinguished list!

by Ben Mohler

After moving to Charlotte in the summer of 2007, I was encouraged by co-workers to attended AFP Charlotte Chapter monthly chapter meetings. Unsure how attending the meetings would directly improve my daily responsibilities, I was reluctant to commit. However, after a few meetings, I began to see their importance. With time I grew to learn that although these meetings were important, the real value of the chapter membership happened before and after meetings.

You see, AFP Charlotte Chapter is far more than just monthly meetings. Its value comes in networking opportunities, committee work, and the opportunity to share common experiences with other leaders in the Charlotte nonprofit community.  I can easily say that the benefits of membership far exceeds the cost. In fact, I credit much of my success to the investment other members have made in my career. Many of these investments have been unintentional results of being involved and volunteering, but a few have been deliberate.

My most notable "deliberate experience" grew out of the mentoring program. When I began looking for professional development opportunities outside of monthly chapter meetings, Linda Breen encouraged me to join the mentoring committee that she led. She gave me the opportunity to help her administer the newly revived program. I also signed up to be a mentor. But as luck would have it, that first year was overbooked with mentors. Linda encouraged me to sign up as a mentee and I was paired with Martin Novom.

I credit Martin for being deliberate in guiding me to achieve many of the recent milestones of my career. These include his encouragement to take the CFRE in 2008 and present at the 2011 AFP International Conference in Chicago. However, the most important investment he has made in my growth as a leader in the fundraising profession is helping me master the art of the reflective practitioner. Although our formal mentoring relationship through AFP Charlotte ended in 2008, Martin remains one of my closest allies, strongest supporter, and a trusted sounding board.

The AFP Charlotte Chapter has experienced great growth since 2007 and many resources are available for no additional cost. Noting this, I encourage others to seek out the value of membership and build their vibrant professional network.

Tagged as CFRE, Mentoring, Scholarship.

We Need Your Vote for the 2013 Philanthropy Day Awards


Once again, AFP Charlotte is honoring the area's outstanding individuals, organizations, and community partners at our 22nd Annual AFP Charlotte National Philanthropy Day Awards Luncheon at The Westin Charlotte on Wednesday, November 13, 2013.
 
The ceremony will honor members of our community who change the world with a giving heart in the following award categories:
Outstanding Champion of Diversity
Outstanding Emerging Philanthropist
Outstanding Philanthropic Organization
Outstanding Small Business
Outstanding Volunteer Fundraiser
Outstanding Student Philanthropy
Outstanding Legacy Award
Outstanding Fundraiser Executive
Outstanding Philanthropist
 
Please click here to nominate a deserving individual or organization. All nomination entries must be received by April 5, 2013.
 
Together, let's honor those who continue to strengthen our community and their commitment to change the world. Submit your nominations today!
 
For questions about nominating, sponsoring, or purchasing tickets for the event, please contact National Philanthropy Day Chair, Donna Canzano.

Posted in AFP Charlotte Programs, Fundraising.

Upcoming AFP Charlotte Scholarship Opportunities

The 12th Annual NC Philanthropy Conference and Pre-Conference Sessions will take place in Uptown Charlotte on August 16 - 18, 2016. NC Philanthropy Conference: August 18, 2016Application Deadline: June 30, 2016The conference attracts fundraising professionals, executive directors, and other staff from small grass-roots non-profits to large universities & foundations who serve the people of North Carolina. The sessions are CFRE approved and bring industry leaders (consultants, Read more

Tagged as Scholarship.

NPD Lifetime Achievement Award: Michael Rose

AFP Charlotte celebrates the 40 plus years that Michael Rose has dedicated to Charlotte's society.

After 27 years as President of Carolinas HealthCare Foundation, Michael Rose recently retired. He was one of the founders of the AFP Chapter in Charlotte and a national leader in the development of professional organizations for fundraisers. He was a pioneer in the development of the CFRE certification the highest standard that a development professional can achieve.Carolinas HealthCare Read more

Congratulations to the 2015 AFP Charlotte Board of Directors!

The 2015 AFP Charlotte Board of Directors was approved by our membership yesterday at our annual membership meeting at the Foundation for the Carolinas. Michelle Hamilton, CFRE
Shannon Hinson, CFRE
Katherine Lambert, CFRE
Stephanie Stenglein, CFRE
Trish Hobson
Deepa Naik
Jamie Hayes, CFRE
Rachel Smith,
Tiffany Graham
Jamie Hayes, CFRE
Jim Kelley, CFRE
Randall Hitt
Read more

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