May Monthly Meeting
8:30 AM - 10:00 AM
CPCC Harris Conference Center, 3216 CPCC Harris Campus Drive, Charlotte NC 28208
AFP-Charlotte's Morning Forum Series continues with three concurrent sessions on May 28:
"Strengthening Personal Solicitation Skills"
Major gifts are not hiding behind your desk. They rarely arrive in response to direct mail, social media or phone campaigns. Major gifts are the outcome of many carefully planned moves, the most important of which is the face-to-face connection of people giving to people. And there is no one who knows everything there is to know about personal solicitation. In this session by James Bullock from Queens University of Charlotte, participants will explore some of the dos and don'ts of major gift work including getting the appointment, making the ask and overcoming objections.
"Simple Ways to Start or Expand Your Planned Giving Program"
Did you know that 70% of Americans make gifts to charities each year while only 6% of Americans leave gifts to charities through their wills and estates. Why? In part because we as nonprofits don't communicate with our donors about planned giving and that is simply professionally irresponsible. It is actually simple to get started or expand your efforts. The focus on planned giving programs is on attracting the interest of donors to make planned gifts through an active communication effort which includes response vehicles. While it is important to have a development director to carry this out, you don't have to wait until you have a planned giving officer to start communicating. Come get ideas from Peter Hodes from the American Red Cross and Jim Kelley from the Diocese of Charlotte who will lead a discussion on ways to start or expand your planned giving program.
"Making Your Way as New Professionals"
The Charlotte nonprofit sector can feel small and closeknit for those who have been a part of it for awhile, but for those who are new to the area or the sector, it can feel daunting to engage. This session will focus on "making your way" as new professionals. Whether you are a recent transplant from out-of-town, making the leap to nonprofit fundraising from another sector, or an early career fundraiser looking to pick up some tips, this session promises to tackle the topic of "being new" from a variety of angles. Facilitator Deviré Robinson from PMA Consulting will lead discussion with a panel that includes Megan Powers from the Charlotte Symphony Orchestra, Jessica Otto from Community Link and Taylor Boyles from Men's Shelter of Charlotte.
Early Bird ends May 14 --- Registration ends May 26