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NC CORD 2018 Conference: Building A Solid Foundation in Sanford, NC

About

Join us October 17-19, for 3 days filled with immersive talks, roundtables, and eye opening keynotes in the areas of resource development, grants, and so much more! NC CORD is excited to hold it's 2018 conference in the heart of North Carolina among the rolling hills of the Piedmont.

NC CORD is built around the concept of sharing ideas and helping one another learn from each other's experiences. Attending the NC CORD conference not only provides structured professional development opportunities but the ability to connect and network with national innovators and statewide resource development officers.

Schedule

This schedule maybe subject to change.

Wednesday - Day One

Wednesday, October 17, 2018

  • 12:30 - 2:15pm

    Executive Directors Quarterly Meeting

    • TOPIC 1: Presidential Searches with Dr. Jeff Hockaday

      With so many open Presidential searches across the state and several new Presidents joining the NC System in the last two years, there are a lot of questions about what really happens when your President announces his/her retirement - what are the steps the Board of Trustees take, what role does the System Office play, what should we expect from an Interim President and how can the Foundation play a role in the search for a new President? Dr. Hockaday, with his 40 years of experience as a President and Interim President, will lead us in this discussion and answer your questions!

    • TOPIC 2: Naming Opportunities and Major Gifts

      Naming opportunities and major gifts was a hot topic on the listserv earlier this year, so we'll take some time to share how our different colleges handle naming opportunities, events, and documentation. If you have policy samples to share, bring them! This is an opportunity for us to learn from each other.

  • 2:30-3:30pm

    Welcome and Opening Key Session

    • OREOS, NETFLIX, & YOUR DISRUPTIVE INNOVATION: Sparking Transformative Change On Your Campus!

      Eric Rowles, President and Chief Executive Officer Leading To Change

      Eric will kick off our conference with a high-energy, thought AND action provoking presentation to ensure we make the most of our two days together! Get ready to laugh, play, think, work, challenge and MOVE! This is NOT your ordinary keynote!

      What do Oreos, Netflix, and our campuses all have in common? We each have the potential to transform our work and industry by veering from our traditional approaches and sparking an innovative change in how we operate. In this hands-on, example-filled presentation, we'll explore how "disruptive innovation" can be applied to our development efforts while still remaining true to the structure and integrity of our organizational mission. Get ready to dream, brainstorm, and walk away with a multi-tiered design of change... and maybe even a cookie or two!

  • 3:45-4:45pm

    Concurrent Sessions (choose one)

    • Investment Management and Fiduciary Standards

      Robert C. Burns, CFA, AIF, Vice President of Sales and Consulting
      Raymond James

      This session will review fiduciary standards and how these affect the behaviors of the individuals and groups charged with managing the investments of a Foundation.

    • Top Ten Things You and Your Board Need to Know

      Bob Saunders, Partner Brooks Pierce
      Mary Morgan, In-house Legal Counsel North Carolina Community Foundation

      What are the fiduciary duties for your Foundation Board of Directors? Does your Board of Directors know their role in governing the organization? What should your Board do to protect and maintain its tax exempt status? In this hectic world we live in, it's hard to know what's most important when it comes to the internal operations of our diverse organizations. Thankfully, Bob and Mary are here to help us prioritize the top ten things we need to know to keep our organizations - and ourselves - out of trouble and on the path to raising funds and expanding access to education. There will be time at the end for Q&A, so come prepared with your questions and concerns.

    • Playing With Fire: Conflict, Communication, and your TRUE COLORS of Leadership

      Eric Rowles, President and Chief Executive Officer, Leading to Change

      What is YOUR work style? Task-focused? Conceptual and strategic? Do you focus on the relational values of your work? Or are you often the "life" of the office? Do not miss this absolutely illuminating presentation that will leave you with a clearer picture of how to work with those around you!

  • 6:00-7:30pm

    Cocktail Reception sponsored by Alex Brown, a division of Raymond James

    • Cafe 121

      121 Chatham Street
      Downtown Sanford

  • 7:30pm

    Dinner on Your Own

    • Dinner in Downtown Sanford

      Grab an old colleague, a new friend, or a whole group and head to any of these great downtown Sanford restaurant options. They are all an easy commute from the cocktail reception at Cafe 121.

      Suggested Restaurants:

Thursday - Day Two

Thursday, October 18, 2018

  • 8:30-9:15am

    Breakfast and Annual Meeting

    • Breakfast and Annual Meeting
  • 9:30-10:30am

    Concurrent Sessions (choose one)

    • Federal Funding Task Force

      Michael Massoglia, Director, Grants Writing and Development, Forsyth Technical Community College
      Kate Pattison, Director, Grants Projects & Planning Sponsored Program, Wake Technical Community College

      The Federal Funding Task Force (FFTF) is still going strong after moving under the umbrella of CASE (Council for Advancement and Support of Education). Find out what FFTF volunteers do, how you can get involved, and get tips for writing successful grants to top federal agencies.

    • Capital Campaigns 101

      Rick Kiernan, Principal, Convergent Nonprofit Solutions

      With the economy booming and the country facing a shortage of skilled workers, the work that you do has never been more important. However, aging facilities and funding shortfalls make it difficult to provide the quality education and training our citizens need and our employers demand. As a result, more and more colleges are launching capital campaigns to raise the dollars needed to implement their missions.

      Have you considering launching a Promise Program to eliminate the financial barriers to a college education? Does your college need capital dollars to renovate aging facilities or to build new ones? Did you receive a grant to construct a new facility but have no money to furnish it with state-of-the art lab and classroom equipment? Do you need funding for professional development?

      If your answer to any of these questions is yes, you're probably thinking of a capital and/or major gifts campaign. Rick Kiernan will review the fundamental steps of launching and managing a campaign to fund initiatives like these, and you'll walk away with a firm grasp of what's involved and how to get started.

    • Overcoming Top Challenges Facing Higher Ed Advancement

      Jenny Jones, Senior Strategist for Institutional Advancement, Ellucian

      Amid tremendous shifts in student and alumni demographics, the ways people give, and the ways people think about giving, there are numerous opportunities for higher education advancement to adapt, evolve, and outperform. Join Jenny Jones, Ellucian's Advancement Strategist, to learn more about some of the biggest challenges facing leaders in higher education fundraising today and some advice on how to address them.

  • 10:45-11:45am

    Concurrent Sessions (choose one)

    • Planned Giving: The Basics

      Germaine Brandt Elkins, Vice President of Institutional Advancement, Sandhills Community College Foundation

      "I've been thinking about including your college in my estate plans. How can I do that?" It is the most basic planned giving question. The donor is ready to make a commitment. Are you ready to have the conversation?

      In this session, I will present a broad overview of planned giving information, including: testing your foundation's institutional readiness for planned giving, where planned giving fits in the Fundraising Cycle, how to establish a planned giving program, identifying planned giving prospects, and basic bequests. We will end with a quick mention of the three planned gifts you should always be ready to accept (whether or not you have a planned giving program!) The second session takes a much more in-depth look at these three planned gifts.

    • What Everyone Should Know about Washington and Why You Should Care

      Richard Sullins, Dean of Governmental Relations and Strategic Partnerships, Wake Technical Community College

      NEWS FLASH: Ignore changes in higher education being made in Washington at your own risk! Congress and the administration are throwing out the rule book and making wholesale changes to the system that has served the nation for more than a century, alterations that foundation and grants professionals must be aware of in order to function in a very different reality. This session will equip you to better understand the current issues that you need to have a grasp of, about where they are headed, and how they will impact your college. Topics will include the status of the Higher Education Act, changes to the tax code that impact giving, federal funding for the next year, areas of focus for grant funding, changes in accreditation, and a look at the coming midterm elections and their potential impact.

    • Copy and Steal Everything: Let's Talk About Scholarships!

      This peer led Q&A format will attempt to cover scholarship events, communications strategies, donor relations, and how you really get those thank you letters from scholars - a tall order! Come ready with your questions and to share your own best practices or words of wisdom/warning about administering and stewarding scholarships!

  • 12:00-1:15pm

    Lunch & Keynote sponsored by Wells Fargo

    • The Magic of Impact: Stories from a Four Day Movement of Philanthropy

      DJ Coles

      What happens when you combine a passion to address poverty with a calling for change? DJ Coles - Founder and Executive Director of the 4-Day Movement will share with us stories of hope, resilience, and community transformation that is taking place throughout Eastern NC.

  • 1:30-2:30pm

    Concurrent Sessions (choose one)

    • Planned Giving 2.0: A Deeper Dive

      Germaine Brandt Elkins, Vice President of Institutional Advancement, Sandhills Community College Foundation

      "I'd like to make a QCD using the RMD from my IRA. Do you have some information for me on that?"

      "I'm interested in avoiding Capital Gains Taxes on some of my long-term assets. Can I do that with a gift to your college?"

      "I'd like to include the college in my Will, but I also have children and grandchildren. Are there some things that make better gifts to my heirs versus better gifts to charity that I should talk to my attorney about when creating my Will?"

      Your ability to answer those questions in an informed way can make or break your donors' confidence in you and your organization. In this session, we will talk about the right way to respond to these questions, and present a more detailed view of planned giving, including: tax benefits of giving under the 2018 tax bill, gifts of stock, gifts of real estate, gifts of tangible assets, charitable gift annuities, and charitable trusts. It will be information overload, but I will share the presentation and many other great resources for you to take back with you.

    • NSF ATE Grant Proposals

      Elaine Craft, President of Elaine L. Craft Educational Consulting, L.L.C. and Principal Investigator for multiple NSF ATE projects at Florence-Darlington Technical College

      Preparing and submitting competitive NSF ATE grant proposals: what you need to know about newly published ATE solicitations, plus between-the-lines and behind-the-scenes information. A long-time ATE grantee shares information that can help you in seeking your next NSF ATE grant proposal and making it more competitive.

    • Wrangling Cats: Building Partnerships and Collaborations in a Me First World

      Mary Jane Akerman, Wellness Coordinator for Thomasville City Schools

      Community Builder. Executive Director. Trainer Extraordinaire. And the recent recipient of a community based program that was built on traditional relationships and long time networks. Mary Jane Akerman, ED of Communities In Schools of Thomasville (NC) will share stories of breaking out of silos, infusing innovation, and approaching our work with a wild abandon to push out of comfort zones and build new partners in our day to day partnerships.

  • 2:45-3:45pm

    Concurrent Sessions (choose one)

    • Federal Tax Law Changes and YOU!

      David Heinen, Vice President for Public Policy and Advocacy, North Carolina Center for Nonprofits

      Many parts of the Tax Cuts and Jobs Act that was signed into law last December will affect nonprofits. In this session, we will talk about the way that the new tax law will affect the charitable deduction and the implications for nonprofit fundraising. We will also discuss other parts of the law that have created new taxes and filing requirements for nonprofits. The session will also include a discussion of the ongoing congressional debate about the Johnson Amendment - the nonprofit nonpartisanship law - and other possible changes to federal tax laws that could affect your foundation.

    • Mentor-Connect - Panel Discussion

      Elaine Craft, President of Elaine L. Craft Educational Consulting, L.L.C. and Principal Investigator for multiple NSF ATE projects at Florence-Darlington Technical College

      Why do all of the work? Get your faculty involved! The Mentor-Connect project (funded by the NSF ATE Program) teaches STEM faculty to prepare competitive grant proposals while developing their leadership skills. Mentor-Connect targets institutions new-to-ATE but now also offers mentoring, technical support, and resources for those wanting to move up to a next-step ATE grant as well as "do-over" help for those who have had a first or second ATE project proposal declined. Grant writers and administrators are invited and encouraged to participant with faculty in Mentor-Connect activities.

      Panelists:

      • Heather Parusel, Central Piedmont Community College
      • Carolyn Rhode, Alamance Community College
      • Daphne Lewis, Johnston Community College
    • Partnerships with Community Colleges - Humanities on the Road Initiative

      Rachel Schaevitz, Ph.D., Postdoctoral Fellow for the Public Humanities, UNC-Chapel Hill

      This program aims to build lasting, collaborative relationships between UNC Chapel Hill and community colleges across the state of North Carolina, co-hosting academic and cultural arts events that are free and accessible to the public.

    • Raiser's Edge Users Group - Panel Discussion

      Join other RE users to discuss best practices, new NXT features, and more! This is an open dialogue, panel-led, discussion where all are encouraged to engage in the discussion.

      Panelists:

      • Lauren Arp, Fayetteville Technical Community College
      • Amy Sterry, Johnston Community College
      • Maya Rosman, Wake Technical Community College
  • 4:00-5:00pm

    Concurrent Sessions (choose one)

    • State Laws Affecting Your Fundraising and Operations

      David Heinen, Vice President for Public Policy and Advocacy, North Carolina Center for Nonprofits

      In this session, you will get answers to questions about a variety of state laws affecting nonprofits, including: Does your foundation need to charge sales tax on your fundraising events? What do you need to know about raffles, auctions, and game nights? Do you need to pay property tax on your land and buildings?

    • Doing BIG things with a Small Grants Staff

      Meghan Brown, Director of Grants and Strategic Initiatives, Student Learning and Strategic Planning, Central Carolina Community College

      In this session we will discuss best practices as it relates to having a limited staff in your grants office: this includes matching awards to strategic priorities, building community partnerships, motivating senior leadership, and sharing the load with faculty and staff. Following best practices, we will lead a group discussion for a peer-to-peering learning session.

    • Generational Giving Differences and Donor Relations

      Hank Dunbar, Philanthropic and Charitable Services, First Citizens Bank

      We are in a period of great transition and it is important for us to know how to interact with the various generations who are, or will soon be, our donors. This is a deep dive into what motivates individuals to give and how those motivations vary from generation to generation and from group to group. We will also take a look at the things you need to know about every one of your donors. Of course, we will have the opportunity to share stories from the trenches!

  • 6:00pm

    Dinner sponsored by First Citizens Bank

    • Camelback Brewing Oktoberfest

      Spring Lane Galleria, Sanford

      Enjoy an Oktoberfest buffet and listen to the tunes of local artist, Chad Spivey!!

Friday - Day Three

Friday, October 19, 2018

  • 9:00-10:15am

    Closing Remarks and Keynote Session

    • 7 Step Solution: Leading a Fundraising Team

      Tycely Williams, Vice President of Development, YWCA USA

      Fundraising can be a difficult, frustrating, exhausting part of nonprofit work, no matter how necessary it is. In this interactive session, we will explore the root causes of turnover in the fundraising profession (grants and development!) and adopt a 7-Step Solution influenced by the McKinsey 7-S Model to help you advocate for your individual needs, lead effective fundraising teams and better engage with volunteers.

      We will investigate how to uncover what people value, how to practice influence versus control, how to adjust organizational structures to meet the needs of fundraisers, how to set realistic fundraising goals and strategies, how to adopt fair reward, how to acquire qualified people and how to prioritize and resource professional development.

Hotels

Holiday Inn Express

2110 Dalrymple Street,
Sanford, NC 27330

(919) 776-6600

$99 a night special rate ends 9/21/18

Comfort Suites

1891 Bragg Street,
Sanford, NC 27330

(919) 842-5600

$87 a night special rate ends 10/2/18

Prices do not include taxes, tips, cancellation fees, etc. All rates above are part of our room blocks. It is possible for a hotel to run out of rooms in our block. They will offer a non-discounted room in that case.

Venue

Dennis A. Wicker Civic Center

Sanford, NC

1801 Nash Street
Sanford, NC 27330

NC CORD is very excited to be one of the first organizations to take advantage of the newly expanded and renovated Dennis A. Wicker Civic Center. The professionally designed expansion as well as the knowledgeable and professional staff will bring a modern comfort this years conference.

Parking is free and abundant. Shuttle services will only be available for evening activities, transportation to the venue from the hotel isn't available.

Sponsors

Thank You 2018 Conference Sponsors!

  • First Citizens Wealth Management
  • Alex Brown a Division of Raymond James
  • Wells-Fargo
  • ellucian
  • Convergent
  • Verdin
  • Raise Me