AFP Charlotte Chapter

March Morning Forum

AFP Charlotte's Morning Forum Series returns with three concurrent sessions of the most requested topics.

Date: March 26, 2015
Time: 8:30 a.m. - 10:00 a.m.
Location: CPCC Harris Conference Center, 3216 CPCC Harris Campus Drive, Charlotte, NC 28208

The Small Shop Dilemma: Balance of Acquisition vs. Donor Retention

It is an age old question for development professionals in small shops: what is the right mix of acquisition and retention activity that will achieve optimum returns?  This session will provide insight into how to answer a question that is unique to each organization's current conditions. Capstone Advancement Partners' Brigitte Peck will lead this discussion of how best to align your annual fundraising strategy with the resources of a small shop while making sure you don't burn out in the process!

Constructing an Annual Fund Campaign

With new engagement tools and strategies for connecting with would-be donors, the classic annual fund strategy is ripe for an overhaul. In a session moderated by Charlotte Mecklenburg Library Foundation's Annual Fund Manager Arden McLaughlin, guest speakers from the Urban Ministry Center and Trinity Episcopal School will present effective models that get the job done, and ways to continually assess for improvement.

Designing (and Implementing!) a Monthly Donor Program

Most organizations have them but few feel they are truly maximizing the potential for monthly giving for committed donors.  In a session framed and facilitated by PMA Consulting's Anna Glass, this session will explore best practices for creating monthly givers, with hands-on examples presented by Carolina Raptor Center's Director of Development Robert Touchstone and Charlotte Ballet's Annual Giving Manager Megan Dailer.

Nominations Open for National Philanthropy Day 

As fundraisers, we have the unique opportunity to interact with individuals, families and organizations that are actively engaged in making Charlotte a better place. Whether it is through financial contributions, community leadership, donation of time and talents or any combination of philanthropic activities, our community has a brighter future because of the generosity of these philanthropists.

Help us honor the people who invest in our community by nominating them for the 2015 National Philanthropy Day awards! A full list of categories and submission forms can be found at

The deadline for submissions is April 17th, so send us your nominations today! If you have any questions about nominations, you can send those to

Scholars to Attend AFP ICON!

The AFP-Charlotte Scholarship Committee has selected Jennifer Frey and Megan Powers to each receive a Scholarship* for the 2015 AFP International Conference in Baltimore (March 29-31). In February the AFP-Charlotte Board of Directors voted to utilize savings from the 2014 budget to award an additional scholarship and these recipients were selected from a pool of seven candidates. Meeting the criteria of: AFP-Charlotte membership, full-time employment as a professional fundraiser, and a first-time attendee of the conference, Jennifer and Megan submitted compelling essays answering the question "How will receiving the Chamberlain Scholarship impact you and your organization?". Stay tuned -- each recipient will share the impact that the AFP ICON scholarship had on them in an upcoming newsletter.

*AFP International Conference Scholarship up to $1,895
Scholarship includes registration fee plus reimbursement of up to $1,000 toward the cost of airfare, hotel accommodations and meals.

Send a message of congratulations:

Jennifer Frey, Regional Development Director
Autism Society of North Carolina
Megan Powers, Corporate Giving Manager
Charlotte Symphony Orchestra

Interested in upcoming AFP-Charlotte Scholarship Opportunities? 
Visit the scholarships page at or contact Susan Yarber at

Attending the 2015 AFP ICON in Baltimore?

Let us know by sending your Name and Mobile # to Our Chamberlain Scholars will be in touch to coordinate an AFP-Charlotte Social in Baltimore.

Save the Date: April Meeting

Join us April 29 as we do a deep dive into capital campaign preparadness. To find out who our
speaker will be check out the upcoming events page!

Member Confession: Alana-Nicole Dery

Fundraising is a unlike any other job sector out there.  It is a calling that finds a person and through profound experiences emboldens us to make the world a little bit better than we found it. It's not a calling for the faint of heart, there are unique challenges often involving late nights or the ability to quickly shift plans or priorities.  But it is treasured small moments, those that can be easily overlooked, which help make the rocky path a bit smoother.

Fundraising to me is centered around a sacred trust that my constituents have bestowed on me.  It's not just telling them about the impact of their support, but showing them the true value of their gifts.  It's relaying to a minster who is struggling with his faith after the terminal diagnosis of his father about how a politician's healthcare policies will improve this minister's family life and actively listening to his fears and concerns.  It's writing handwritten notes to a long-term donor to inquire about how her beloved granddaughter is doing at college, and remembering the name of the granddaughter and school.  It's being a person who physically shows up to a donor's personal fundraising initiative and sincerely celebrating their personal victories.  As rare as it is to say, I work for the donor, not just their donation.  In my experience, when the donor truly knows how valued they are by your organization they will naturally be primed to be more active, financially or physically, and as a bonus will often refer their network to your shop as well.
I'm proud to be celebrating a year and a half with AFP Charlotte.  This organization is filled with people that share my passion for giving back to society and are committed to showing their constituency their true value.  The quality of people are truly remarkable.  The members I have met are all warm, funny, educated, savvy and compassionate.  Coming from Boston, and working to get more involved in Philanthropic Charlotte members were quick to meet with me and share their individual experiences with the unique culture here.  In spite of once again being on the job hunt, I have never felt less than or seen as an outsider.  In fact, it's the spirit of this remarkable group that keeps me focused, positive and hopeful during a trying time.
If you aren't actively involved with the Chapter, I encourage you to attend a function and make some new connections.  Share your stories about your journey to philanthropy or about how a "Dusty" or "Jim" sees you through those rocky moments.  Be brave and ask the questions stumping you regarding your upcoming campaign or even form new collaborations that can help contribute to quicker mission delivery.  Remember we have all been called to this sacred trust with our constituents and it's our duty to keep that human touch alive and well in the Queen City.

Jobs, Jobs, Jobs!

UNC Charlotte, Development Officer
UNC Charlotte, Director of Development
Trinity Episcopal, Registrar
Daniel Stowe Botanical Garden, Director of Development
Women's Impact Fund, Program Assistant
Carolinas Cross Connection, Development Director

Visit our Jobs page for all current openings!  

Sponsored by:

Chapter Sponsors: