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.
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.
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.