2019 Nonprofit Symposium

Tuesday, May 14th, 8:30am – noon

McColl Center for Art & Innovation, Dickson Gallery

Session 1: 9:00 – 10:15am 

Professional Advisors & Planned Giving Panel 

A panel discussion with high net worth advisors and estate planning attorneys with insight into how they advise clients in their philanthropy, their clients’ motivations and decision making surrounding estate plans and charitable giving, and how nonprofits can better position themselves for planned giving opportunities.

Confirmed panelists:

Michael Crisp, Grier Furr & Crisp, PA

Kerri Mast, Brown Brothers Harriman

David Miller, Auctus Advisors

Nancy Norelli, Norelli Savage Law

Audrey Truman, Wells Fargo Philanthropic Services

Catherine Warfield, Foundation For The Carolinas

Session 2: 10:30 – noon

What Nonprofits Need to Start/Stop Now: Insight From the Experts

Professionals from the event, social media, PR, and media industry share tangible tactics to improve your outcomes, get more attention, and raise more money within the limitations of your staff workload.  

Confirmed Presenters:

Events:            Cassie Brown, TCG Events

Media:                         Greg Lacour, Charlotte Magazine

Social Media & PR:   Corri Smith, Black Wednesday 

At the conclusion of the event, any interested attendees are invited to stay for a brief 10-minute info session on The Society Guide’s nonprofit membership and inclusion in the 2019-2020 Giving Book.


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