AFP Charlotte

Upcoming Events


Rescue Ranch
Development Director

Heathwood Hall Episcopal School
Director of Institutional Philanthropy

Let Me Run
Director of Development

Girl Scouts of South Carolina, Mountains to Midlands
Chief Advancement Officer

Davidson College
Director of Corporate and Foundation Relations

Central Carolina Community Foundation
VP for Development

Big Brothers Big Sisters of Central Carolinas
Grant Manager

Winthrop University
Advancement Services Specialist

Charlotte Symphony
Director of Individual Giving

Carolina Public Press 
Director of Development

Right Moves for Youth
Development Director

The American Red Cross
Donor Development Officer

Habitat for Humanity Gaston County
Gift Processing Coordinator

Wingate University
Assistant Director of Annual Giving - Strategic Relations

Director of Financial Development

Classroom Central
Director of Community Engagement




President's Letter

I hope your summer is going well!

We've had great quality programming within our Chapter so far this year, with many talented professionals speaking at our lunch programs.  Our other programming affinity groups, mentor program, networking events continue to provide excellent content for our members. Additionally, we've already awarded a dozen scholarships this year. 

If you haven't taken advantage of these activities yet, I encourage you to do so. We have a perfect opportunity coming up with the NC Philanthropy Conference. The day is packed with outstanding speakers, sponsors, and professional development. I hope to see you all there!  Also, National Philanthropy Day is just around the corner!

AFP Global has delivered some exciting member opportunities as well. AFP 360 is a new online skills assessment, career development, and coaching tool. The AAUW Negotiation Workshop provides skills that members can use in any sort of negotiation situation. AFP has also established the first Ethics Month, which will be this October, and shine a spotlight on ethics in fundraising and the entire nonprofit sector. These new initiatives will be of great value to members and are all offered at no additional cost!

While I hope you will participate in some or all of these activities, I would also encourage you to make some time for self-care this summer- taking care of yourself is just as important as professional development, if not more so, in making you a quality fundraising professional. 

I hope to see you soon!


Why attend the NC Philanthropy Conference?

Learn how to hold on to your donors and raise more money Morning keynote Penelope Burk
Be inspired to be a champion of change Lunch keynote, Father Gregory Boyle, Homeboy Industries
Advance your skills at one of many breakout sessions designed to give you an edge in Philanthropy. See a list of topics here.
Be up to date on the most current fundraising methods and technology in the Fundamentals of Fundraising Course
Become internationally recognized by learning and reviewing the main components of a complete fundraising program geared toward the most prestigious fundraising credential, CRFE (Certified Fund Raising Executive)
Network with colleagues at the Conference post reception 5:00 7:00pm at the Foundation for the Carolinas.

Be Empowered Today to Empower Others Tomorrow!


Don't miss a special $50 discount
for our CFRE Refresher Course,
July 15th - 19th only! Act now, space is limited!

Post-Conference Courses
CFRE Review Course & Fundamentals of Fundraising
August 6th & 7th
UNC Charlotte Center City
Visit website for details and registration

Upcoming Lunch Program

Thursday, September 12, 2019
11:30 am - 1:00 pm | CPCC Harris Campus

Join us for a presentation by David Heinen, NC Center for Nonprofits' Vice President for Public Policy and Advocacy.
During this presentation, you will learn about:

  • The latest trends in the nonprofit sector and charitable giving;
  • Ways nonprofits are changing their fundraising strategies as fewer donors are using the charitable deduction; and
  • Possible federal and state legislation that could bolster tax incentives for charitable giving.

David Heinen has been with the North Carolina Center for Nonprofits since 2007, leading the Center's public policy and advocacy work and providing non-answers (and occasional useful information) about legal compliance, trends in the nonprofit sector, and advocacy to hundreds of nonprofits. Before returning to North Carolina to work for the Center, David spent seven years as an attorney with a Washington, D.C. law firm serving the nonprofit community. He lives in Raleigh with his wife and two young(ish) children.

The National Philanthropy Day Committee (NPD) and AFP Charlotte's Board of Directors is proud to announce the 2019 NPD honorees whose philanthropy is transforming the community and will be celebrated at the National Philanthropy Luncheon on November 21st

This year's honorees are as follows:

Outstanding Champion of Diversity: Karen Parker
Outstanding Emerging Philanthropist: Lauren and James Chemplavil
Outstanding Fundraising Executive: Stephanie Stenglein
Outstanding Philanthropist: Pat Rodgers
Outstanding Philanthropic Small Business: Global Endowment Management
Outstanding Philanthropic Organization: TIAA
Outstanding Student Philanthropist: Alpha Chi Omega Kappa Rho
Outstanding Volunteer Fundraiser: Jon Morris
Outstanding Legacy: Porter B. Byrum

The annual NPD Luncheon is more than a celebration of the diverse philanthropists, fundraisers, volunteers and organizations making an impact in the Charlotte-Mecklenburg community; it's also an opportunity to expand you and your organization's network.
Serving as a National Philanthropy Day event or table sponsor demonstrates your organization's commitment to Charlotte-Mecklenburg's culture of philanthropy while giving you an opportunity to provide donors, board members and colleagues with a meaningful stewardship experience.
Individual tickets and tables can be purchases here. Contact Katy Ryan to discuss sponsorship opportunities.

Thank you to our 2019 Heart of Charlotte Sponsor.

Member Spotlight
Nancy McEneny Beard, CFRE

Here are a few highlights from Nancy as she shares her path to becoming a fundraiser, how AFP impacted her career, and words of advice for those new to fundraising.

"I like to say that my work in philanthropy started when I was five years old..."

"...I believe AFP is the reason that I have grown as a professional, met many fabulous mentors and colleagues and continue to love making a difference in the world through my work...I have always stated that I never attended an AFP meeting that I didn't have a take-away."

"Do not skip the fundamentals of how to do this work.  Understand the basics, read books and educate yourself on those who came before you."

To read more about Nancy's career in philanthropy and her advice for newcomers, click here.

Legislative Update

There is much happening related to nonprofit legislation!  Read the items below for a few examples, and click here for more in-depth information.  
  1. Universal Charitable Deduction
AFP continues to push for the enactment of the universal charitable deduction, which is our key public policy priority for 2019. The universal charitable deduction would allow donors to deduct charitable donations from their taxable income, regardless of whether they itemized their taxes. 

The deduction has been given more impetus since the release of Giving USA 2019, which showed a 3.4 percent drop in giving by individuals in 2018. While more research is needed, it is likely that some of the drop is attributable to the 2017 tax law, which doubled the standard deduction, making it more likely that taxpayers would not itemize their taxes and take advantage of the charitable deduction. 
  1. UBIT on Nonprofit Transportation Benefits
The House Ways and Means Committee has approved a provision that would eliminate a law that requires some tax-exempt organizations to pay unrelated business income tax (UBIT) on employee benefits, like parking, meals and transportation benefits. 
The transportation fringe benefit tax has been a source of concern of charities since it was enacted into law as part of the comprehensive tax bill in late 2017. AFP opposed this provision in 2017 during the tax reform debate and has urged lawmakers to repeal it.   
  1. Nonprofit Relief Act
Representative Carolyn B. Maloney (D-N.Y.) and Majority Whip James E. Clyburn (D-S.C.) today introduced the Nonprofit Relief Act of 2019 to repeal provisions of the 2017 tax law related to UBIT, the paid leave tax credit and volunteer mileage reimbursement.
The legislation would repeal the new tax that requires nonprofits to treat every unrelated business revenue stream as a separate "trade or business" that may not be aggregated with other profits and losses in calculating tax liabilities. The bill also extends the paid leave tax credit to tax-exempt organizations and changes the tax treatment of mileage reimbursements to volunteers, so they are not subject to federal and state income taxes.
  1. Mandatory Electronic For 990 Filing
Congress has approved a bill, H.R. 1957, the Taxpayer First Act, that would require most charities and nonprofits to file their Form 990 electronically. The provision is part of a series of proposals in the bill designed to make the Internal Revenue Service more "taxpayer-friendly."
The bill now heads to the White House, where President Trump is expected to sign the bill given its strong bi-partisan support. If signed, the bill would take effect starting in 2020.