August 18th, 2016
    Registration Opens 7:15am
    Conference 8:15am – 4:00pm
    Charlotte, NC

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    Whether you are a novice, experienced, or veteran fundraiser, the NC Philanthropy Conference offers courses for every level of experience. Plus, enjoy outstanding networking opportunities, pursue our jobs board, and visit our exhibitors!

The 2016 NC Philanthropy Conference is the 12th annual conference co-hosted by the Charlotte, Triad and Triangle chapters of the Association of Fundraising professionals. Each year we attract between 400 and 500 fundraising professionals from nonprofits across the state of North Carolina and surrounding states. Our sessions are CFRE approved and yearly we bring 30+ industry leaders (consultants, practitioners and philanthropists) selected to present dynamic, interactive breakout sessions.

The conference attracts fundraising professionals, executive directors and other staff of nonprofits from small grass roots to large universities and foundations serving the people of North Carolina.

Add to My Calendar 2016-08-18 8:15:00 2016-08-18 16:00:00 Europe/London NC Philanthropy Conference 2016 NC Philanthropy Conference in Charlotte, NC Charlotte, NC ncphilanthropyconference@gmail.com


NH_Logo_2 UNC Charlotte Excalibur


Keynote - Alan Hutson

Alan HutsonAlan Hutson

Principal & Managing Partner

For the last fourteen years, Alan Hutson has dedicated his energies to converting people’s passions and good ideas into viable programs within well-run organizations. Building on a background in business and economics, he has helped increase the capacity of the nonprofit sector  … learn more.

Keynote - Alex Sheen

Alex SheenAlex Sheen

Non-profit Founder

Because I said I would is a social movement and nonprofit dedicated to the betterment of humanity. Our mission is to strengthen humanity’s will. Because I said I would encourages and supports making and keeping promises to end suffering, establish peace and build happiness … learn more.

Behavioral Economics: everything you know about donor decision making is wrong
presented by Alan Hutson

This session explores how behavioral economics and neuroscience can transform our approach to fundraising. As development professionals, can we influence donors in ways of which they are not consciously aware? Hutson will guide participants through the framework for how automatic and calculated parts of our brains interact and (occasionally, but consistently) misfire, and then draw the audience in to explore the fundraising implications for their organizations. We will also explore commercial and nonprofit examples of this approach and consider the ethical challenges this methodology creates.

Specific implications will include the importance of displaying progress of a campaign, how appeals “anchor” donors’ gift amounts, and the neurological necessity for stories to connect in a tangible, immediate, and concrete manner.  After establishing the parts of behavioral economics that are hardwired in our brains, we’ll explore how fundraisers can apply this radical thinking and approach to their fundraising.  This session builds on our popular session at AFP’s international conference, sharing new examples and case studies.



7:15 am

Coffee & Exhibitors

7:45 am

Morning Keynote

by Alan Hutson

join keynote speaker Alan Hutson

8:15 am


9:15 am

Breakout Sessions I

9:30 am


10:30 am

Breakout Sessions II

10:45 am

Afternoon Keynote/Lunch

join keynote speaker Alex Sheen

12:00 pm


1:30 pm

Breakout Sessions III

1:45 pm


2:45 pm

Breakout Sessions IV

3:00 pm

Becoming a 21st Century Advancement Pro – The Data Advantage
presented by Will Spivey
Excalibur Direct Marketing

Crossing Your T’s: Don’t be tricked by tax and legal regulations
presented by LaShonda Hairston and Heather Egan
Novant Health Foundation

Fundraising FOMO: How To Make 8 Seconds Matter
presented by Melissa Bodford

There’s No I in Team – Annual Giving Program for the One-Person Shop
presented by Mike Darrow, CFRE
Annual Fund Manager, Wake Forest University

Making Your Data Dance!
presented by Melissa Spil and Laura Ridgeway
Girl Scouts and NC Coastal Pines

SOUTHWEST TO STARBUCKS: Rockstar Customer Service Strategies Come Alive!
presented by Eric Rowles
Leading To Change

Talking ‘Bout My Generation
presented by Deepa Naik and Brigitta Peck
Capstone Advancement Partners

Better Governance, Less Drama: The Top Five Bad Habits of Nonprofit Boards
presented by Andi Stevenson
The Lee Institute

Donors, Staff, My Boss, The Board: Create a Culture Where You are Coaching and Performing at the Highest Level, but NOT Living at Work
presented by Amy Maher
Langley Innovations

Get Social Media Savvy: What’s New with the Posts, Tweets and Grams
presented by Dawn Crawford
BC/DC Ideas

Messaging Matters: How To Grab Their Heart and Open Their Wallet
presented by Sandy Rees
Get Fully Funded

Strategic Planning Will Rev Up Your RPMs: Rapid Philanthropic Momentum ™
presented by Russell Hodge
The Hodge Group

Survive and Thrive During Leadership Transition
presented by Katherine Lambert and Michelle Hamilton
Charlotte Symphony and Alzheimer’s Association of Western NC

Transforming the Board into Ambassadors
presented by Allan Burrows
Capital Development Services

Blended Gifts, The Key That Unlocks a Giving Heart
presented by Hardy Mason and Danny Prostrollo
Owner Private Gift Annuity℠ Strategy

Earning Your Way To Sponsorship Success
presented by Josh Jacobson
Next Stage Consulting

Help Your Board Know Their Role in Fundraising: Using Metrics to Empower
presented by Katheryn Gamble
Gamble Squared LLC

Moving Social Media into the Nonprofit Boardroom
presented by Jeanne Allen
Jeanne Allen Consulting

We’re Crowdfunding, and So Can You!: What We Learned Launching Crowdfunding Campaigns
presented by Shayna Long…
UNC Charlotte

The Million Dollar Miracle: The power of marketing strategy, brand and media in a capital campaign
presented by Caitlin Clinard
Angel Oak Creative

Corporate Gifts – Systems For Success
presented by Donna Meindt Mitchell

Events: Are they worth it?
presented by Cassie Brown

It’s ALL about Philanthropy!
presented by Christopher Kelly
PNC Institutional Asset Management

Research, Proposal Writing, and Project Management for the Fundraising Professional
presented by Rebekah Ricardo
North Carolina Chapter of Grant Professionals Association

Sustainable Fundraising: No Time, No Money? No Problem!
presented by Janell Johnson and Karin Cox
Hartsook and Boys & Girls Club of Glasgow-Barren, Ky

The Great Divide – Bridging the Gap between Programs and Fundraising
presented by Christine Byrd, CFRE, and Pamela Anglin
Children’s Home Society of NC and Habitat for Humanity of Forsyth County


August 16-17, 2016
Location: Wake Forest Uptown Charlotte Campus

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.


CFRE Review

AFP’s CFRE Review Course offers development professionals an opportunity to review the main components of a complete fundraising program.  It is a two-day, 16 hours, intensive program the purpose of which is to provide an overview of skills techniques, and program components base 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, at a step above the fundamental level.  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.



AFP Member Pricing

  • Early Bird Pricing (until July 15) – $135
  • Regular Rate (July 16-28) – $145
  • Late Registration – $185
  • Masterclass – $50

Non-Member Pricing

  • Early Bird Pricing (until July 15) – $200
  • Regular Rate (July 16-28) – $220
  • Late Registration – $250
  • Masterclass – $75

Pre-Conference Pricing

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


We are very grateful for our sponsors who make this event possible. If you and your company are interested in reaching 400-500 fundraising professionals at this year’s conference, please download our Sponsor/Exhibitor Levels and Benefits and our Sponsorship Application Form.


Make sure to visit our exhibitors area to learn more about the latest products for your non-profit.


Our 2016 NC Philanthropy Conference will be held at the Sheraton Charlotte. Conference attendees who book by August 3, 2016, will receive a special rate of $159/night, with overnight parking discounted to $5.


Sheraton Hotel Charlotte
555 S McDowell St
Charlotte, NC 28204



Sharon Tripp
Conference Administrator


If you have any questions about the conference, please complete this form and our conference administrator will be in touch with you soon. Thank you.

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