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.

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.

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

Posted in AFP Charlotte Programs, Fundraising.

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.

Leader Development and Succession Planning for a Sustainable Future - Harnessing the power of transitions for organizational transformation

EARLY BIRD PRICING ENDS FRIDAY 5/17May 23, 2013Time: 11:30 AM - 1:00 PMLocation - The Big Chill - 911 East Morehead Street, Suite 100

Workshop facilitated by Jeanie Duncan, President of Raven Consulting Group and Lead Consultant for TransitionGuidesChange (sometimes surprisingly fast change) remains the one constant we can count on. Despite this, many organizations fail to prepare for the most predictable change of all the departure of their executive or other key leaders.Success in Read more

Posted in AFP Charlotte Programs, Fundraising.

Check out the Storify of the January Program

Thanks to everyone for a great meeting! Thanks to everyone at Capstone Advancement Partners for your support in bringing the chapter such high quality program.
Check out our Storify which recaps the conversation via twitter.

Read more

Posted in AFP Charlotte Programs, Fundraising. Tagged as Boards.

First Quarter Program Topics and Dates Announced

By Michelle Hamilton:We are excited to announce the programs for the rest of the first quarter an April. Please mark you calendars and join us for our monthly meetings. Registration will be available in the coming weeks by clicking on the REGISTRATION tab on the homepage. In the meantime, follow us on our Facebook page for updates and more information.FEBRUARYMorning ForumChoose one of four concurrent sessions:Volunteer Mgmt; Successful Events; Data Mgmt; ConsultingWednesday, Feb. 20th Read more

Posted in AFP Charlotte Programs. Tagged as Communication, Sponsorship.

2013 Program Planning Kicks Off!

Planning for 2013 AFP Charlotte programs began in October with a member survey on location, topics, speakers and other details of monthly programs. Highlights included:

78% of respondents expressed an interest in programs targeting support staff, i.e. database managers, volunteer managers, etc.

44% ranked Major Gifts as their most desired topics with Donor Stewardship, following as a close second

70% indicated interest in programs targeting board members Read more

Posted in AFP Charlotte Programs. Tagged as Survey.