Conference Schedule

Conference At-A-Glance

Nonprofits Making the Difference
2013 Conference for North Carolina's Nonprofit Sector
September 19-20
Embassy Suites Hotel - Concord Convention Center, Concord

Wednesday, September 18

5:30 p.m.

Early registration check-in (pre-paid participants only)

Thursday, September 19

7:30 a.m.

Registration and The Nonprofit Marketplace open


Conference Newcomers’ Orientation


Valaida FullwoodOpening Keynote, "Philanthropy For and By The People"
Valaida Fullwood, author of Giving Back: A Tribute to Generations of African American Philanthropists and contributing writer for

The prevailing narrative about philanthropic giving often excludes everyday generous people and feeds false notions about who can give, who can make a difference, and who matters. Writing her award-winning book awakened Valaida to the value of including a wider slice of society as benefactors of the work of the nonprofit sector. Hear inspiring stories and potent lessons from unsung donors who are democratizing giving and enlivening the soul of philanthropy.

Sponsored by Bank of America


Book signing by Valaida Fullwood


Concurrent Sessions


Lunch Conversation with Grantmakers and Other Special Guests
With foundation, business, and government leaders

Presentation of the 2013 Nonprofit Sector Stewardship Awards
Sponsored by Prudential Financial, Inc.


Concurrent Sessions


Curbside Consultants
Sponsored by Stancil & Company

Create-Your-Own Sessions

"Swimming With the Sharks"

Friday, September 20

8:00 a.m.

Registration opens

9:00 - 2:00

Intensive Workshops

Executive Succession and Deepening Your Bench
Tom Adams, President, TransitionGuides
Jeanie Duncan, Senior Consultant, TransitionGuides

Strong, resilient leadership – including your current leaders and those leaders you’re grooming for the future – is a vital ingredient of nonprofit sustainability and mission success. And, most everyone agrees there's a strong connection between leader effectiveness and organizational results. Nonprofits that recognize the inevitability of transitions and plan ahead for executive succession are better equipped to manage that change when it occurs. You’ll learn how leadership, strategy, resources, and culture come together to influence sustainability and vitality and the three major types of succession plans. You’ll leave knowing more about the phases of executive transition management and best practices associated with each. This workshop is for executive directors/CEOs, board members, second-in-charge staff, and consultants working with nonprofits.

The N.C. Center for Nonprofits is pleased to present this workshop with these Participating Organizations:

  • Guilford Nonprofit Consortium
  • HandsOn Northwest North Carolina
  • Nonprofit Council, New Bern Area Chamber of Commerce
  • QENO
  • WNC Nonprofit Pathways

Planned Giving: A Toolkit for Nonprofits
Robin Barefoot, Legal and Policy Advisor/Director of Planned Giving,
Triangle Community Foundation
Douglas Benson, Associate Counsel & Vice President-Planned Giving, Foundation For The Carolinas

Nonprofit staff focused on the organization’s mission and programs in small- and medium-sized nonprofits can’t always find the time to design and implement a planned giving program. Many executives and development staff are also nervous about having planned giving discussions with potential donors because they feel ill-equipped to address the tax and technical questions that may arise. This workshop will provide you with tangible tools to start your own planned giving program. You’ll learn about the importance of planned giving and questions you should ask to assess the readiness of your organization. You’ll also find out what to consider in launching a planned giving initiative and the various types of planned gifts, including an overview of their technical aspects. You’ll learn how to have confident planned giving conversations with donors and leave knowing more about the role professional advisors can play in assisting with planned giving inquiries. This workshop is for small- to medium-sized nonprofits and their executive directors/CEOs, development staff, and other staff and board members interested in playing an active role in their organization’s planned giving program.

2013 Legal Update: Better Safe Than Sorry
Dianne Chipps Bailey, Attorney, Robinson Bradshaw & Hinson, P.A.
David Heinen, Director of Public Policy and Advocacy,
N.C. Center
for Nonprofits
Dennis Walsh, CPA, Vice President and Treasurer, The Micah Project

All of us in nonprofits are required to comply with a wide array of federal and state laws and regulations. This workshop will address many of the most important issues you need to know about federal and state laws that affect your nonprofit. How do you keep your federal tax exemption? How do new state tax laws affect your nonprofit’s operations? Do you need a charitable solicitation license? How can your board members satisfy their fiduciary duties? What’s the legal way to solicit and acknowledge contributions? What forms do you need to file with the IRS? When do you need to pay unrelated business income tax? Do your human resources practices meet Fair Labor Standards Act requirements and other laws? You’ll also have an opportunity to ask experts about the compliance issues facing your nonprofit.

Co-sponsored by
Robinson Bradshaw & Hinson, P.A. and
Wells Fargo Philanthropic Services

Attorneys may earn 4 hours CLE credit from the N.C. State Bar for attending this workshop (application pending).