• NC PHILANTHROPY CONFERENCE

    LISTEN. LEARN. LEAD.

    We look forward to seeing you at our 2018 Conference on Thursday, August 30th.

    Early Bird Registration May 1 – July 13!

     

  • TAKE ADVANTAGE OF THE

    Pre-Conference Program

    Including AFP Fundamentals of Fundraising and the AFP CFRE Refresher

    August 28-29th, 2018
    Senior Services, Inc.
    2895 Shorefair Dr NW, Winston-Salem, NC 27105

  • NETWORK AT THE

    Pre-Conference Reception

    August 29th, 2018
    5 – 7:30 PM
    Footnote Coffee and Cocktails
    634 W 4th St, Winston-Salem, NC 27101

  • EVENT WILL START IN
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ONLINE REGISTRATION IS NOW CLOSED

Limited day of registrations available.

The 2018 NC Philanthropy Conference is the 14th annual conference co-hosted by the Charlotte, Triad, and Triangle chapters of the Association of Fundraising Professionals.

Each year, the conference attracts 500+ fundraising professionals, executive directors, nonprofit boards, and other staff of nonprofits from small grass roots to large universities and foundations from nonprofits across the state of North Carolina and surrounding states, to learn from 30+ industry leaders (consultants, practitioners and philanthropists).

This year’s conference will have an intentional focus on leadership, with specific focus on:  Young Leader Engagement, Emerging Philanthropy and Philanthropic Opportunities, Engaging Corporate Leadership, and Foundation Funders View of Leadership. We hope you will join us as we seek to Learn. Listen. Lead.

Add to My Calendar 2018-08-30 8:15:00 2018-08-30 16:00:00 Europe/London NC Philanthropy Conference 2018 NC Philanthropy Conference in Winston-Salem, NC Durham, NC ncphilanthropyconference@gmail.com

BECOME A SPONSOR

We are very grateful for our sponsors who make this event possible. If you and your company are interested in reaching 500+ fundraising professionals, please consider joining us as a 2018 conference sponsor!

To join us as a 2018 conference sponsor, please click on the “Become a Sponsor” link below and complete our sponsorship commitment form.

Become a Sponsor

OUR 2018 SPONSORS

OUR 2018 EXHIBITORS

  • Exclusivity at this level
  • Logo recognition as Title Sponsor on:
    • all print materials, including invitation and day-of-event program
    • four websites, including the Conference, and the AFP Charlotte, Triad, and Triangle Chapters
    • all event signage
    • e-marketing efforts through the Conference, and the AFP Charlotte, Triad, and Triangle Chapters
  • Inclusion in all press releases
  • Oral recognition of organization at both keynote sessions
  • Oral recognition of organization at CFRE Refresher Course and AFP Fundamentals of Fundraising Course, held on August 28 and 29, prior to the full-day conference
  • Up to three-minute welcoming opportunity at a keynote session of your choice – breakfast or lunch
  • Opportunity to provide a promotional giveaway, disseminated at each place setting at the keynote lunch
  • Exhibit space, including two (2) six-foot tables and space commensurate for the Title Sponsorship
  • Eight (8) full-day conference registrations
  • Eight (8) invitations to attend the Pre-Conference Reception on August 29
  • Two (2) invitations to attend an intimate Pre-Conference Dinner on August 29 with select representatives
  • One (1) registration to either the CFRE Refresher Course or AFP Fundamentals of Fundraising Course, held on August 28 or 29, prior to the full-day conference
  • Logo recognition as Presenting Sponsor on:
    • all print materials, including invitation and day-of-event program
    • four websites, including the Conference, and the AFP Charlotte, Triad, and Triangle Chapters
    • all event signage
    • e-marketing efforts through the Conference, and the AFP Charlotte, Triad, and Triangle Chapters
  • Inclusion in all press releases
  • Oral recognition of organization at one keynote session
  • Up to two-minute welcoming opportunity at an assigned keynote session
  • Opportunity to provide a promotional giveaway, disseminated as those attending check-in Exhibit space, including one (1) six-foot table and space commensurate for the Presenting Sponsorship
  • Six (6) full-day conference registrations
  • Six (6) invitations to attend the Pre-Conference Reception on August 29
  • One (1) invitation to attend an intimate Pre-Conference Dinner on August 29 with select representatives
  • Recognition as Cornerstone Sponsor on:
    • all print materials, including invitation and day-of-event program (name)
    • four websites, including the Conference, and the AFP Charlotte, Triad, and Triangle Chapters (logo)
    • select event signage (logo)
    • e-marketing efforts through the Conference, and the AFP Charlotte, Triad, and Triangle Chapters (logo)
  • Oral recognition of organization at one keynote session
  • Up to two-minute welcoming opportunity at an assigned breakout session
  • Opportunity to provide a promotional giveaway, disseminated as those attending check-in
  • Exhibit space, including one (1) six-foot table and space commensurate for the Cornerstone Sponsorship
  • Four (4) full-day conference registration
  • Four (4) invitations to attend the Pre-Conference Reception on August 29
  • Name recognition as Leader Sponsor on:
    • day-of-event program
    • four websites, including the Conference, and the AFP Charlotte, Triad, and Triangle Chapters
    • select event signage
  • Oral recognition at an assigned breakout session
  • Opportunity to provide a promotional giveaway, disseminated as those attending check-in
  • Exhibit space, including one (1) six-foot table and space commensurate for the Leader Sponsorship
  • Two (2) full-day conference registrations
  • Two (2) invitations to attend the Pre-Conference Reception on August 29
  • Name recognition day-of-event program
  • Opportunity to provide a promotional giveaway, disseminated as those attending check-in
  • Exhibit space, including one (1) six-foot table
  • One (1) full-day conference registration
  • Two (2) invitations to attend the Pre-Conference Reception on August 29

PRE-CONFERENCE

August 28-29, 2018
Check-In at 7:30 am
Classes beginning at 8:00 am
Location: Senior Services Inc.
2895 Shorefair Dr NW, Winston-Salem, NC 27105

AFP Fundamentals of Fundraising

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.

  • Module I:  Overview of Fundraising
  • Module II:  Developing an Integrated Fundraising Program
  • Module III: Marketing for Ongoing Success
  • Module IV:  Building and Sustaining Relationships
  • Module V:  Securing the Gift
  • Module VI: Volunteers – Partners in Fundraising
  • Module VII:  Management & Accountability
CFRE Refresher Course

The AFP CFRE Refresher Course offers development professionals an opportunity to review the main components of a complete fundraising program. It is an 16-hour intensive program intended to provide an overview, organized around the domains of the Certified Fundraising Executive (CFRE) exam, rather than on specific fundraising strategies. This course helps participants identify gaps in their knowledge by working through abbreviated case studies referred to as “caselets.” Participation in the course may assist individuals in learning or reviewing concepts covered on the CFRE exam as detailed in the Test Content Outline provided by CFRE International on its website.

PRICING

AFP Member Pricing

  • Early Bird Pricing (until July 13) – $135
  • Regular Rate (July 14-27) – $145
  • Late Registration (until August 17) – $185

Non-Member Pricing

  • Early Bird Pricing (until July 13) – $200
  • Regular Rate (July 14-27) – $220
  • Late Registration (until August 17) – $250

Pre-Conference Pricing

  • AFP Member Fundamentals of Fundraising – $390
  • Non-Member Fundamentals of Fundraising – $490
  • AFP Member CFRE Refresher – $390
  • Non-Member CFRE Refresher – $490

SCHEDULE

Registration & Networking

Coffee and Conversations

7:00 am

Opening Plenary

The Leader Within presented by Ms. Ella L.J. Edmonson Bell

8:15 am

Break

9:15 am

Concurrent Major Sessions

9:30 am

Break

10:30 am

Breakout Sessions I

10:45 am

Lunch & Plenary

Driving in the Oncoming Lane, and Other Twists and Turns on the Road of Fundraising presented by David M. Huffine, CFRE

12:00 pm

Break

1:30 pm

Breakout Sessions II

1:45 pm

Break

2:45 pm

Non-Profit Speed Dating: Networking by Areas of Interest

3:00 pm

CONCURRENT SESSIONS

Issues of Leadership Facing the Social Sector

Facilitator:  Allan Burrows, Capital Development Services, Winston-Salem 

Listen. Learn. Lead. – the theme of this year’s conference will play out in a high-level conversation focused on the central point of leadership needs facing the social sector. Join in the discussion as a panel of foundation leaders from around North Carolina will be asked for their input on the changing dynamic of leadership and its many effects, from recruiting and retaining top staff to engaging board and campaign leadership. Panelists will participate in a thoughtful discourse, facilitated by Allan Burrows, to consider the role of foundations as community leaders in tackling the tough questions in our industry as we work to develop leaders and social activators now and into the future. 

Come hear such community leaders as Elizabeth Brazas (President, The Community Foundation of Western NC in Asheville); Damon Circosta (Executive Director & Vice President, A. J. Fletcher Foundation in Raleigh); Holly Welch Stubbing (Executive Vice President & In-house Counsel, Foundation for the Carolinas in Charlotte); and Scott Wierman (Executive Director, The Winston-Salem Foundation in Winston-Salem). 

The Emerging Field of Social Entrepreneurship & Innovation—What are the Implications for Nonprofits?

Presenters:  Richard Clerkin, Institute for Nonprofits at NC State University and Elizabeth Benefield, NC State University, both of Raleigh 

The landscape of philanthropy is changing—especially when we consider the emerging corporate forms and financial instruments for creating social impact.  This emergence means we need to change how we perceive the work of nonprofits. Not doing so limits the sector’s ability to take advantage of these changes and diminishes its claim on leading the charge for creating social impact and improving communities.  

During this session, Rich and Elizabeth will discuss and define social entrepreneurship and emerging tools for social impact and the opportunities these present for the nonprofit sector. 

 

Engaging Younger Leaders

Facilitators:  Clare Jordan, Capital Development Services, and Kate Reece, Wake Forest University, both in Winston-Salem  

Who will be the next generation of leaders to step in as Baby Boomers are retiring from roles both as staff and board leaders for nonprofit organizations? It is an often-asked question that we need to thoughtfully and intentionally work to address as a social sector. 

Joining Clare and Kate will be a panel of practitioners and board leaders from around the state, including:  Frances Beasley from Victory Junction in Randleman and formerly of Old Salem; Kristye Brackett of Transitions LifeCare in Raleigh with Board member Jason Sandner; Billy Dunlap, founder of Transitions LifeCare (formerly Hospice of Wake County); and P. Kevin Williamson of North Carolina A&T University in Greensboro. 

They will engage in a facilitated discussion to share ideas and generate new thinking on who and how best to engage the next cohort of philanthropic leadership in North Carolina. Listen and Learn from each other as we look to Lead for the future of our sector. 

BREAKOUT SESSIONS

Presenter:  Greg Duyck, Aspen Leadership Group, Chapel Hill

In this session, a professional executive recruiter will outline a process for how you can map your own career blueprint while sharing what he looks for in stand-out candidates. He’ll also engage attendees about how they can best position themselves for success in their careers.

Presenter:  Greg Duyck, Aspen Leadership Group, Chapel Hill

Session Description: Belief and Confidence: Building the Ultimate Relat

ionship with

Philanthropic Partners

Presenter: Greg Duyck, Aspen Leadership Group, Chapel Hill

Time: 10:45-11:45

This session begins with a brief exploration of the ideas of Belief and Confidence, Ron Schiller’s 2015 book examining the reasons why donors make transformational gifts through conversations with the donors themselves. We’ll discuss with a panel of nonprofit leaders the strategies they use to inspire confidence in their donors, volunteer leadership, and staff.

Presenter:  Michelle Serrano Mills, Consultant, Winston-Salem

Whether you are a professional working in Philanthropy or a Philanthropist, are you passionate about leveraging your power and resources to address critical issues in your community? Do you know how to plug in? Do you know who is doing the work?  Is the presence of collective power evident in your community?

This session will explore how to find and connect with your network and other networks, as well as how collective giving and action can make the greatest impact once you do.

Presenter: Gail Perry, Gail Perry Associates, Chapel Hill

Discover how to build a Culture of Philanthropy inside your organization—one where people value donors, appreciate fundraising as a key mission component, and participate in fundraising activities. We’ll explore what happens when staff or board members dislike fundraising—and how that subtly undermines your leadership success.

Panel Discussion Facilitator:  Whitney Jones, Whitney Jones Inc., Winston-Salem

Leadership matters—especially when it comes to a capital campaign.  Given the rapid and often unpredictable change occurring in the world of business today, recruiting and supporting volunteer leadership are more challenging than ever.

Joining Whitney in a lively discussion full of tips on how to lead your leaders to fundraising success are:  Peggy Reingold, Community Relations with Wells Fargo Triad and West Regions, and Michelle Speas, Chief Development and Public Relations Officer, Family Services, Inc.

Presenter:  Camille Berry, Community Home Trust, Raleigh 

For centuries, women have been influential in philanthropy – whether they were providing the gift directly or compelling others to do so. It is more evident today given the increase in female leadership across all sectors and how many of those women are using their positions of power to be philanthropic. Camille Berry, AFP – NC Triangle Board Member, will moderate a panel discussion with such women from around the Triangle. Attendees will have the opportunity to participate in the Q&A. 

Presenter:  Benjamin Farrell, Leadership Coach, Raleigh, NC

This session will lay out relevant research on work or job satisfaction utilizing the Positive Psychology research by UNC professor Barbara Fredrickson and Shawn Achor. Both outline actionable daily tasks all of us can easily undertake to lift our feeling of positivity and sense of well-being and purpose. It turns out, if we focus on happiness first, success will follow. Many people are taught the converse: If you are first successful, then as a result you WILL be happy.

Science and research are showing the opposite: If you are first happy, grateful, and positive, then you will position yourself best to achieve your goals and staying happy. This reality relates to many fundraisers, as well, who focus heavily on the outcome of their efforts in order to then feel good, happy, and satisfied with their job. We all know, even when we hit the fundraising goal, almost immediately someone (CEO, Board member, or Volunteer) will say—”Next year, next quarter, next whenever, you have to raise more!”

“What have you done for me lately?” dominates our mindset and quality of life. And this cycle of always moving the goals out of reach keeps many hardworking individuals chasing success and—as a result—their own personal happiness. The response many make is to move rapidly from one development position to another—to start the same process all over again.

The key message of this session is that all of us are in charge of own happiness and satisfaction. If we focus on the things we are grateful for, the incredible missions we serve, and the relationships we create—we can and will have long-term success in life. Effective strategies and techniques will be explored which we can employ to avoid the negative psychological elements at work and in life.

Presenter:  Linsey Mills, Financial Advisor, Winston-Salem

Learn how to use influence language by asking questions and listening for clues that identify charitable-giving interests and philanthropic goals of your donors. Which of your members or donors are Blue, Green, Red, or Yellow? You will get to the root of best communication styles to use, learn truths about your members and donors’ communication preferences, and be better prepared to adjust your own communication style.

Presenter:  Bill Crouch, Crouch & Associates, Raleigh

This session will be an exploration into the research of the emotional qualities necessary to be a top performing development officer: self-awareness, ability to self-regulate emotions, empathy and social skills.  During this session you will hear why emotionally intelligent people are more successful in all areas of life and work.

Presenter:  Brook Wingate, Center for Creative Leadership, Greensboro

We all know how dependent we are on our donors, but how do we prepare them to do more than give?  Whether you are a one-person development shop or a large group of professionals, putting donors at the center of your fundraising leadership is essential for growth.

Learn how to position donors for successful asks that leave them wanting to do more. Understand how working with donors in leadership roles shapes your job—both strategically and day-to-day.  Brook will lead an active session that engages participants in conversation around best practices and common pitfalls.

Panel Discussion Facilitator: Scott Rempe, Excalibur Direct Marketing, Winston-Salem

Panelists: Bill Crouch, Bill Crouch Associates, Raleigh and Mary Craig Tennille, The Summit School, Winston-Salem

Too often, employees assume that someone else is in charge of their career. On the other side, seasoned professionals might ask themselves, “Why would anyone want me to be their mentor?” A proactive approach to these relationships can be very impactful for the individual, as well as the mentor and the non-profit where the individual serves.

Presenter: Kathryn Gamble, Gail Perry Associates, Chapel Hill

Managing relationships is one of the greatest challenges we face in the workplace. And, managing relationships with boss (or the board who is sometimes the boss) can cause our biggest headaches – causing stress and job dissatisfaction. Often, these relationships can be improved and changed in ways to give you a greater sense of control and job satisfaction.

Presenters:  Rob Maddrey and Bridgette Burge, North Carolina Center for Nonprofits, Raleigh  

Our collective challenge:  The nonprofit sector has a racial leadership gap. It is an unfortunate fact that the percentage of people of color in nonprofit leadership roles – executive director, CEO, board chair – has remained stubbornly under 20% for the last 15 years, even as the country becomes more diverse.  Not surprisingly, this leadership challenge has implications on fundraising.   

In this session, participants will gain insights about historic and systemic inequities manifest in fundraising, often in spite of our best intentions. Through stories and small group discussion, we will explore levers for change and more inclusive practices. 

Presenter:  David Huffine, St. Joseph’s Villa, Richmond, VA

As the leader of a team, you want to bring out the best in each individual and create a workplace where people bring their best daily. When your team is made up of people with an array of personalities, motivators, work experience and education, how do you coach them to be their best? As importantly, how do you, as a manager, create and support a high-performing team? Using the workplace personality profiles as a backbone, this session will help established and aspiring leaders understand how to coach their teams to excellence.

Presenters: Gail Perry & Kathryn Gamble, Gail Perry Associates, Chapel Hill

When it comes to great and successful nonprofit boards, the key is in recruiting and orientation. If you get the right people in the right seats around the table, then agree on the right expectations, you are setting your board up for tremendous success.  HOW you enlist new members has everything to do with their ultimate collective success—and your leadership success, not only in fundraising but in the leadership they offer our organization as well.

Presenters:  Rob Maddrey and Bridgette Burge, North Carolina Center for Nonprofits, Raleigh

Our collective challenge:  The nonprofit sector has a racial leadership gap. It is an unfortunate fact that the percentage of people of color in nonprofit leadership roles – executive director, CEO, board chair – has remained stubbornly under 20% for the last 15 years, even as the country becomes more diverse.  Not surprisingly, this leadership challenge has implications on fundraising.

Presenter:  Eric Rowles, Leading to Change, Huntersville

This fast paced and illuminating presentation is designed to quickly challenge the participants to analyze the current levels of SEL within their organization—and to strategize different methods to increase staff and donor/client/member cohesion.

Presenter: Andi Stevenson, Stevenson Wallace LLC, Charlotte 

We know the guidelines and best practices for nonprofit boards, and we know how our board members should work together.  We know the core roles of nonprofit boards, and we know what constitutes effective board culture.   

But what do we do when that’s simply not our reality?  How do we move boards from well-meaning to well-doing?  How do we help boards overcome dysfunction, disengagement, homogeneity, poor executive director relationships, and a host of other quirks and challenges? 

This session will focus on practical tips and advice for strengthening our boards and helping them be more strategic, collegial and effective.  We will begin with brief training and tips from Andi Stevenson of Stevenson Wallace LLC, then work in teams to brainstorm creative solutions to real obstacles facing real North Carolina boards.  Participants will leave with new governance tools gleaned from both the presenter and from their peers.  

CONFERENCE LOCATION

Our 2018 NC Philanthropy Conference will be held at the (325) 272-6133 in Winston-Salem, NC.

Conference Hotel

Winston-Salem Marriott
425 North Cherry Street
Winston-Salem, NC 27101

The NC Philanthropy Conference has secured rooms at the Marriott Winston-Salem for a special rate of $138 per night. To book your room, please contact the Marriott Winston-Salem reservations line at 1.800.320.0934 and ask for the NC Philanthropy Conference group rate, or click the link below.

The deadline for the group rate is July 30th!

location-icon

ADDRESS
301 W. Fifth Street
Winston-Salem, NC 27101
tel. (336) 727-2976

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CONTACT

Alice Harry
Conference Administrator
alice@navarrogroup.org

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REGARDING REFUNDS: Please note that full refunds will be available until July 27th, minus a processing fee of 5%. 60% refunds available from July 28th through August 17th. After August 17th, no refunds will be offered.

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