MORNING SESSION SPEAKERS
Annette Taylor
Evaluation Specialist, Community Philanthropy
Foundation For The Carolinas
Annette Taylor is an Evaluation Specialist in the Community Philanthropy Department at Foundation For The Carolinas. She also serves as the Relationship Manager for several grant programs and collaborative initiatives, and manages the Foundation’s performance evaluation process for various grant programs. Prior to joining the Foundation, she was a Staff Associate at MDC Inc. in Chapel Hill, NC. Annette has a B.A. in English/Communications from North Carolina Central University. Her background includes work with grant-funded community college and workforce and economic development programs.
Foundation For The Carolinas gives grants through various programs in the areas of Community Development, Health and Human Services, Education, and Environment.
Richard F. Baker, Jr.
Executive Director
The Dale Earnhardt Foundation
Mr. Baker supervises the grantmaking program at the Dale Earnhardt Foundation. Prior to joining the Foundation, Mr. Baker was the Chief Operating and Development Officer for a national college educational and scholarship foundation headquartered in Charlotte, NC. Mr. Baker was also formerly a tournament director with the PGA Tour where he was responsible for the overall tournament operation, sponsorship, and community relations with the nonprofit sector. Mr. Baker is a graduate of the Institute for Organization Management at the University of Georgia. He holds a Certification in Fundraising Management from the Center on Philanthropy at Indiana University and a Certificate in Nonprofit Management from Duke University.
The Dale Earnhardt Foundation gives grants in the areas of Children, Education, the Environment, and Wildlife Preservation.
Aron Hall
Executive Vice President of External Affairs
Bubel/Aiken Foundation
Mr. Hall coordinates the Foundation’s grant program. Prior to joining the Foundation, he served as Summer Camp Director for North Raleigh Christian Academy. Previously, he directed a local chapter of Royal Family Kids’ Camp, a non-profit overnight camp for children in foster care, and served in a number of leadership positions for the YMCA that included oversight of five after-school programs, three summer day camps, and a year-round tracking out program. Mr. Hall is a graduate of N.C. State University
The Bubel/Aiken Foundation gives grants in the areas of Education, Children, Developmental Disabilities, and Job Training.
Mary Logan
Senior Vice President
Wachovia Trust Company
Ms. Logan coordinates services and resources to Wachovia staff who manage private foundations. This includes keeping staff informed about (i) best practices in philanthropy for private foundations, and (ii) current trends affecting private foundations. In the last 20 years, she has held various positions at Wachovia in the areas of Trust and Estate Planning for individuals, and philanthropic consulting for individuals and nonprofit organizations. Ms. Logan is actively involved in philanthropy at a personal level, and currently serves as President of the Lenoir-Rhyne College Planned Giving Council. She is a member of the Research and Emerging Issues Task Force for the Council on Foundations, Washington DC, and is a board member of the Arts Coucil of Catawba County. Ms. Logan is a graduate (with honors) from the Bank Administration Institute’s School of Banking at the University of Wisconsin. She holds a Bachelor of Science in Business Administration from Oklahoma State University with a double major in both finance and economics.
The Wachovia Trust Company provides outsourced services for private foundations. Its services include administration, compliance monitoring, federal and state filing, and grants management.
Regina R. Smith
Vice President, Grants & Services
Arts & Science Council
In her role as grantmaker, Ms. Smith oversees the distribution of grants and provides guidance and counsel on developing competitive Arts & Science Council grant applications.
Prior to joining the Arts & Science Council, Ms. Smith was the Programs and Services Director for Culture Works, a local arts service agency in Dayton, OH. During her tenure, she managed grants and arts education programs for Culture Works and Montgomery County. She has served as a panelist for the National Endowment for the Arts, Michigan Council for Arts and Culture, Arts Council of Indianapolis, as well as the state arts agencies in North and South Carolina. Ms. Smith was appointed to the national conference steering and planning committees for Grantmakers in the Arts and American for the Arts annual conferences. She is currently a member of the Women’s Impact Fund and board member of Grantmakers in the Arts. Ms. Smith studied Art History at the University of Pittsburgh and holds a Masters of Arts in Arts Administration from Winthrop University in South Carolina.
The Arts & Science council gives grants to arts, science, and history organizations and programs in the Charlotte/Mecklenburg area.
AFTERNOON SESSION GROUP LEADERS
Heather W. Murphy, CFRE
Executive Director
The Health Foundation, Inc.
Ms. Murphy plans and directs the Foundation’s program of grant making, fundraising and health care program services. As such, she routinely works with non-profit executives in building capacity and support for their programs, and also serves "in the trenches" as an active, professional fundraiser. Prior to joining The Foundation, she owned and operated a local
newspaper and commercial printing/advertising business. She received her BS in Journalism, summa cum laude, from Ohio University. She holds a certificate of excellence in nonprofit leadership and management from the University of Wisconsin-Madison and is a credentialed Certified Fundraising Executive (CFRE). She is very active in her community, where she serves on the boards of Hospice of Wilkes and Wilkes Vision 20-20, and serves on the vestry of St. Paul’s Episcopal Church. The Health Foundation, Inc. functions as a community health foundation, both actively raising funds and making grants to area non-profits impacting health and wellness initiatives.
Topics to be covered in Heather’s breakout session include:
- Determining "the fit": building relationships with funders who share your mission
- How to tell your story: elements of a successful proposal
- Who’s giving the money: types of foundations and their motivations for giving
- Keeping the faucet running: donor stewardship and recognition after the grant is awarded
This session will be suitable for nonprofit leaders with one year or less of grant seeking experience.
Terri Marshall
Vice President of Development
Arts & Science Council, Charlotte, NC
Terri is responsible for resource development at the Arts & Science Council. This includes the Annual Fund Drive, which is one of the largest united arts campaigns in the nation, raising almost $12 million in its annual campaign alone. Before joining the Arts & Science Council, Terri was Executive Director of the United Arts Council of Gaston County. Terri currently serves on the Board of Directors for Arts North Carolina as well as serving as part of the Professional Consulting Program, a service that provides direction and guidance to local arts organizations across the state.
Topics to be covered in Terri’s breakout session include:
- Let’s Get Started: what to know before you start writing grants
- Partner Up for Success: who are your partners and why are they important?
- Stewardship: how to keep your funder relationships healthy (and happy)
- When it Just Doesn’t fit: knowing when to pursue a grant and when not to
This session will be suitable for nonprofit leaders with one year or less of grant seeking experience.
H. Perry Mixter
Director, Corporate and Foundation Relations
Appalachian State University
Perry has served in a variety of leadership roles in the arts and in civic affairs, including serving as President of the North Carolina Presenters Consortium, President of the Boone Sunrise Rotary Club, President of the High County United Way, and Board Member of the Boone Area Chamber of Commerce. Prior to coming to Appalachian State University Perry served as Executive Director of the Winston-Salem Piedmont Triad Symphony from 1984 to 1991. He holds a Master of Arts Degree from the Arts Administration Program at the University of Wisconsin-Madison.
Topics to be covered in Perry’s breakout session include:
- Doing Your Homework: how to effectively conduct research on corporations and foundations
- Trends to Watch: current trends in funding from foundations and corporations
- Board-level relationships: discovering them and knowing if/how/when to use them
- Managing up: how to educate your CEO/Board/Volunteers about foundation relations
- Proposal Development: working with mission-delivery staff
This session will be suitable for nonprofit leaders with 1-4 years of grant seeking experience.
Raymond E. Carnley
Vice President for Development
Forest History Society
Raymond’s ten years of development experience covers the breadth of fundraising with greatest successes coming in major, corporate, and foundation giving as well as securing major gifts in support of capital campaigns. He has also successfully secured grants from public and private foundations, corporations and government institutions in support of a variety of nonprofit organizations. He is a member of Association of Fundraising Professionals, Triangle Chapter.
Topics to be covered in Raymond’s breakout session include:
- Foundations are people too: adding back the human element into grant seeking
- Cultivation: it’s not just about grant writing
- Research, Research, and Research: the trifecta for success!
- All in the Family: getting your board members involved in grantmaking.
This session will be suitable for nonprofit leaders with 1-4 years of grant seeking experience.
Tracy Joseph
Director of Development
Triangle Land Conservancy
Tracy has worked in development since 1994, beginning at Duke University, where she spent seven years in prospect research, ultimately serving as Director of Research and Constituency Development. Following Duke, she worked as Associate Director of Philanthropy for The Nature
Conservancy’s North Carolina Chapter, where she raised major gifts. In 2004, she came to Triangle Land Conservancy as Director of Development and is directing the land trust’s first comprehensive campaign as well as managing 2 fulltime and one part-time staff members and overseeing annual membership fundraising.
- Topics to be covered in Tracy’s breakout session include:
- Teamwork: working across programs to write a successful grant
- Research vs. Relationship: where should you spend your time?
- What’s in a Name: crafting your proposal to appeal to a funder’s
interests
This session will be suitable for nonprofit leaders with 5-9 years of grant seeking experience.
Eleanor H. Jordan
President/CEO
United Arts Council of Raleigh and Wake County
Eleanor is a professional arts administrator with more than 25 years’ experience in non-profit management, fundraising and corporate communications. Since 2002, she has served as President/CEO of the United Arts Council of Raleigh and Wake County, an organization raising $1.7 million annually for arts programming in Wake County, North Carolina. For the previous ten years, she managed Raleigh Little Theatre, one of the nation’s largest and oldest continuously operating community theatres. Eleanor holds a B.A. and M.B.A. from Meredith College and is the mother of two grown daughters. A member of the Raleigh Professional Women’s Forum and the Woman’s Club of Raleigh, she was recently inducted into the Triangle YWCA’s 2006 Academy of Women.
Topics to be covered in Eleanor’s breakout session include:
- Establishing contact: how and what do you communicate to grantmakers?
- Communicating bad news to grantmakers: how to say we goofed
- Reporting demands of grantmakers: do they even use that data?
This session will be suitable for nonprofit leaders with 10 years or more of grant seeking experience.
Phillip K. Cates
Managing Partner & Consultant
Compassionate Capital of North Carolina
Phillip is managing partner and a consultant with Compassionate Capital of North Carolina,
specializing in organizational and resource development for nonprofits and faith-based
initiatives. A United Methodist clergy, he has been a nonprofit CEO, chief development
officer, and program director with a number of the region’s most successful organizations,
including The Salvation Army and the Public School Forum of NC. Phillip has extensive
experience in building collaborations between community and nonprofit groups that has led
to successful funding for new initiatives. He is a member of the Association of Fundraising
Professionals and the National Committee on Planned Giving, and serves on a number of
nonprofit boards.
Topics:
- Building and facilitating a networking board: identifying, recruiting, and sustaining a
passionately committed volunteer board
- Building non-traditional partnerships: corporate, community, and faith-based collaborations that strengthen your case and benefit all
- Initiating and sustaining relationships with foundation leaders: focusing on the roles of
research, engagement, and integrity in growing your supportive network
- Aligning your proposals to corporate and private foundation priorities: building points of
mutual interest, philosophy, and endorsing contact
This session will be suitable for nonprofit leaders with 10 years or more of grant seeking experience.