AFP Charlotte Chapter

May Morning Forum Series

Date: Thursday, May 28
Time: 8:30 am-10:30 am
Location: CPCC Harris Conference Center

AFP Charlotte's Morning Forum Series continues with three concurrent sessions on May 28. Learn from some of Charlotte's top fundraisers in an area that meets your personal development needs.

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. 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 when in fact these programs are simple to started or expand. The focus on planned giving programs is using an active communication effort, including response vehicles, to interest donors in making planned gifts. 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 close knit 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.

June New Member Discount

In honor of our 55th Anniversary, AFP will be offering a $50.00 discount to new members joining in the Professional and Associate Member categories by June 30, 2015.

The discount applies to $50.00 off the International portion of the dues. Fill out the membership invitation as usual, but deduct $50.00 from the total and include this coupon with your payment. *Coupon must be included with payment.

To join online, go to and use Promo Code: JUNE15. One coupon per new member. Expires June 30, 2015. 

Join us at VBGB

Calling all members! Please join us on Thursday, June 11 for our first 2015 social!  It will take place at VBGB starting at 6pm.  We'll be outdoors on their patio which includes games and other activities with a trivia contest starting at 8:15pm.  AFP will take care of the appetizers and first round of drinks. Please RSVP here by June 1.

VBGB Beer Hall & Garden
920 Hamilton Street
Charlotte 28206

Upcoming Scholarship Opportunities and CFRE Reimbursement

The 11th Annual NC Philanthropy Conference and Pre-Conference Sessions will take place at the Koury Convention Center in Greensboro on August 18 - 20, 2015. The following opportunities are available to members!

NC Philanthropy Conference Scholarship
Conference Date: August 20, 2015
Application Deadline: June 12, 2015

The 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. This year's conference is all about nonprofit fundraisers - the staff who wear multiple hats, have more and more responsibilities, and are charged to do much more with much less.
The sessions are CFRE approved and bring industry leaders (consultants, practitioners, and philanthropists) selected to present dynamic, interactive breakout sessions. Last year the conference attracted to Raleigh more than 440 attendees from 250+ organizations. The NC Philanthropy Conference is well respected, evaluated highly, and continues to grow.

Pre-Conference Session: AFP Fundamentals of Fundraising Course
Course Dates: August 18-19, 2015
Application Deadline: July 17, 2015

The AFP Fundamentals of Fundraising Course was developed with a foundation from the Essentials of Fundraising Program and the First Course in Fundraising and is composed of seven modules that have been designed by experienced fundraising professionals to meet the real-world needs and challenges non-profit organizations face every day.
This 16 hour course is meant to be taught in an active learning style and includes case studies and projects for groups and individuals, making the learning experience both substantive and enjoyable. The AFP Fundamentals of Fundraising Course offers a complete overview of the development function, featuring the most current information and techniques and will provide an overview of skills, techniques, and program components for individuals with zero to four years of fundraising experience.

Pre-Conference Session: CFRE Review Course
August 18-19, 2015
Application Deadline: July 17, 2015

AFP's CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program.  The purpose of this two-day, 16 hour intensive program is to provide an overview of skills, techniques, and program components based on fundraising experience at the five-year level.

The course was developed for intermediate-level fundraising professionals who want a quick and comprehensive overview of fundraising principles.  Its content is organized around the CFRE exam domains: Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Management, and Accountability.  Participants engage in fundraising problem-solving with top-notch professionals and network with fundraising peers.

Direct questions to Susan Yarber at Instructions and Application Form can be found at:

CFRE Reimbursement

AFP Charlotte is excited to announce a new benefit for members - financial reimbursement for obtaining your CFRE! 

AFP Charlotte has designated a limited amount of funds to support CFRE certification and recertification for its members by reimbursing members $200 for receiving the initial CFRE certification and $100 for CFRE recertification.  Members must provide proof of passing the CFRE exam or receiving their CFRE recertification.  There is no limit on the number of times a member may request or receive reimbursement for CFRE recertification, as long as funds are available. 

To learn more about this new opportunity, please click here or contact Jamie Hayes.


Why should I consider becoming a Certified Fund Raising Executive (CFRE)?

  1. CFRE certification confirms your knowledge of the highest standards of professional competence and ethical practice in serving the philanthropic sector.
  2. CFRE certification distinguishes you to employers and peers as a dedicated professional who keeps pace with the latest developments in fundraising.
  3. CFRE certification makes you part of a global network with greater career opportunities and earning power.
  4. CFRE certification is a public statement to donors and employers that you care about fundraising as a profession and are personally inspired to uphold its integrity.
  5. According to the Association of Fundraising Professionals' 2013-14 Compensation and Benefits Study, CFRE certified fundraisers in the United States earn on average $25,000 more than their non-certified colleagues.
  6. Obtaining your CFRE is a way to make sure you continue developing and growing as a fund development professional. Maintaining a CFRE certification requires training, study and keeping up with changes and trends.
  7. AFP Charlotte is offering a new reimbursement program for members who become CFREs or recertify as CFREs.  New CFREs can receive $200 in reimbursement after they pass the test, and recertified CFREs can receive $100 in reimbursement once their CFRE status is renewed. 

To learn more about taking the CFRE, available study groups and the new AFP Charlotte reimbursement program, please contact Jamie Hayes, CFRE, at or 704-384-5334.

Chamberlain Scholarship ICON Report
Megan Powers, Charlotte Symphony Orchestra

My parents always told me, "Everything happens for a reason." As the news rolls in from Baltimore onto my social media feeds I cannot help but reflect on this saying. I witnessed very little of the simmering tension during my short, three-day stay in the city. The AFP ICON 2015 was contained to the Inner Harbor, which projects a harmonious community that the current violence belies. Everything seemed sparkly and new. I hummed "Good Morning Baltimore" while preparing for the first-timers session. But like any visitor to a new community, how you really remember your stay is based on your encounters with the people.  And for me that is how Baltimore shined.

My Uber driver at BWI was courteous and helpful; our hotel concierge was gregarious and charming; I adored Ryleigh's Oyster cozy atmosphere and the Cross Street Market where a debate about the Orioles raged; Grace inspired me to stop dwelling on my stress and to savor the joy of fundraising; I saw a friend from LA who now works at the Baltimore Symphony; and although the lines were always terrible, the Starbucks team at the Convention Center never stopped smiling, "There are 500 people behind me?! Here is my super particular order that my barista at home knows by heart." It was a masterful session in customer service.

And at the end, heading home from BWI, that is what my experience boiled down to: The people. There was so much to take in, learn, and process, not to mention the sheer number (4,000!!!). On the first day my eyes were permanently popped out of my sockets. As a marketer by training, I am constantly learning as a newbie fundraiser. I came to the conference ready to absorb every session annual funds, capital campaigns, endowments, board management, lay it on me! -- but my most valuable lessons happened while interacting with those around me.

I loved eating at Family Meal with a group of fellow AFP Charlotte and Charleston fundraisers hearing about their jobs, the challenges they face, and what inspires them, over a platter of deviled eggs and local beers makes insta-bonding inevitable. Taking selfies with ACFREs? Those fundraisers are my new heroes! They have so much dedication to their field. They are successful, because they get it and they love it. They eat for breakfast.

Everything I have returned with from AFP ICON notes, books, papers, vendor promotions -- boils down to one simple refrain: People. They matter. They are why I get up every day and adore my job. I want the people of Charlotte to have access to great art and I want to make sure the Symphony inspires them to say, "great art is essential to our community." My first love may be marketing, but AFP has helped me acquire a new love, fundraising. In marketing the customer is end and the beginning.  As a fundraiser the maxim is the same. We do this for the people. Keeping the needs, the wishes, and the values of our community at the forefront of how and why we fundraise makes all the difference in the stories we communicate to our donors.

My journey to Baltimore, via Charlotte, did not happen in a straight line or a vacuum. I am here because of the people my manager, my husband, my family and friends who have encouraged me and inspired me to challenge myself and grow professionally. My husband and I moved to Charlotte purely by accident, but in the short span of a year the experience has changed my life, while AFP ICON encouraged me to open my eyes and see the people all around me. Charlotte is the reason I come to work every morning; I want to give back to the community I love.

Jobs, Jobs, Jobs!

There are some great new jobs posted including:
CMHP Director-Communications & Fund Development
CPCC Foundation, Inc. Coordinator Database Operations- PT
Teen Health Connection Senior Development Officer
Southern Evangelical Seminary Director of Development
Harvey B. Gantt Center Development Associate
North Carolina State University Director of Development
Daniel Stowe Botanical Garden Part-Time Development Assistant
24 Hours of Booty Fundraising and Recruitment Coordinator
LLLS for Saint Mary's School Director of Development

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