Introducing the 2014 AFP Charlotte Board
|President||Shannon Hinson, CFRE|
|President-Elect||Michelle Hamilton, CFRE|
|Treasurer||Katherine Lambert, CFRE|
|Past President||Patton McDowell, CFRE|
|VP, Programs||Jamie Hayes, CFRE|
|VP, Membership||Ben Mohler, CFRE|
|VP, Outreach||Donna Canzano|
|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)|
|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.
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.
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.
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.
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 Emerging Philanthropist
Outstanding Philanthropic Organization
Outstanding Small Business
Outstanding Volunteer Fundraiser
Outstanding Student Philanthropy
Outstanding Legacy Award
Outstanding Fundraiser Executive
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.
Leader Development and Succession Planning for a Sustainable Future - Harnessing the power of transitions for organizational transformationMay 16, 2013
EARLY BIRD PRICING ENDS FRIDAY 5/17May 23, 2013Time: 11:30 AM - 1:00 PMLocation - The Big Chill - 911 East Morehead Street, Suite 100Workshop 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
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.
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
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
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