September 13 – Comprehensive Campaigns

When:
September 13, 2018 @ 9:30 am – 3:00 pm
2018-09-13T09:30:00-04:00
2018-09-13T15:00:00-04:00
Where:
University of North Carolina - Wilmington, Warwick Center
601 S College Rd
Wilmington
NC 28403
Contact:
Sue Millager

NCPGC is pleased to bring you two outstanding speakers, Nancy Peterman and John Taylor, from Alexander Haas, a national fundraising consulting firm headquartered in Atlanta, Georgia. For more than 30 years, Alexander Haas partnered with thousands of organizations and institutions to advance their missions through enhanced fundraising success.

Highlighted topics included in the morning session on Comprehensive Campaigns:

• Campaign Counting Guidelines: reach backs, governmental funds, campaign length, pledge length, bequest expectancies, deferred gifts, and gray areas

• The Role of Charitable Gift Planning in Comprehensive Campaigns: the role of the gift planning team, how much is represented in the campaign totals, how and who monitors the planned gift goals and illustrates the impact of these gifts A panel session will be held in the afternoon with the guest speakers and members of NCPGC offering real world experiences and examples. Ample time will be given for Q&A.

 

Nancy E. Peterman, Partner Alexander Haas, Atlanta

Nancy E. Peterman, as Partner, assists universities, schools, healthcare, arts and cultural institutions and human service organizations to achieve results and pursue their missions. In her role as Partner at Alexander Haas, Nancy’s recent clients include Clemson University, University of North Carolina Wilmington, Saint Mary’s College of California, University of West Florida, Louisiana State University Foundation, Salem Academy and College, the University of Connecticut, Emory University School of Law, Kansas State University, Sewickley Academy, Notre Dame Academy, and the Institute for Humane Studies at George Mason University.

Nancy served as President of the Georgia State University Foundation and Vice President for University Development for ten years prior to becoming a consultant. Before her tenure at Georgia State, she served as Executive Director of the Old Dominion University Educational and Intercollegiate Foundations, where she oversaw a record setting capital campaign and doubled the size of the endowment fund. Nancy has also served as President of the DePaul Health Foundation, as Director of Development for Marist School in Atlanta, and as Senior Executive Consultant for the Kellogg Organization. She has been in the development field for more than 25 years, with considerable experience in institutionally related foundations and sixteen years of foundation management experience.

A frequent speaker, Nancy has conducted presentations at numerous conferences and seminars throughout the country on subjects including major gifts, development officer and leadership recruitment, board governance, engagement, and giving, metrics, trends in giving, peer-to-peer solicitation, and most recently, development etiquette for staff. She is in demand as a major and principal gifts officer coach and trainer.

As a volunteer, Nancy serves on the Board of the Catholic Foundation of North Georgia and previously served on the Boards of Theatrical Outfit, the Association of Fundraising Professionals of Atlanta and the Advisory Board for the Fund for Theological Advancement. Nancy is a graduate of the University of Virginia, with graduate work in business at Old Dominion University.

She is married to Michael Pratt, an otolaryngologist, and they have four children and three grandchildren. She enjoys playing the violin and cooking in her spare time.

John H. Taylor, Partner

Alexander Haas, Atlanta

As a Partner at Alexander Haas, Inc., John applies his extensive background in development to serve a wide variety of clients. For over 30 years, he has served as a leader in the field of advancement, campaign management, and board development and has helped nonprofit organizations around the world to enhance the operational aspects of advancement and assist them with strategic and campaign planning, preparation and execution.

Previously, John was the Associate Vice Chancellor for Advancement Services & Interim Campaign Manager at North Carolina State University, where he oversaw the planning phase of a $1.6 billion capital campaign. Prior to that, he was Principal for Advancement Solutions Consulting Group, a firm he launched in December 2004 focusing on nonprofit infrastructure issues. He also has served as Vice President for Research and Data Services at CASE – a position he held from its inception in late 2002. Prior to that, John was the Director of Alumni & Development Records at Duke University for nearly 15 years. During his tenure as director, John guided Duke’s advancement services processes to an industry benchmark of efficiency and accuracy and helped the Duke advancement team achieve its goal of raising $2 billion for the University.

John’s published works include:

  • Advancement Services: Enhancing Fundraising Success – 2015
  • Advancement Services: A Foundation for Fund Raising – 2007
  • CASE Reporting Standards & Management Guidelines (3rd & 4th editions) – 2003 & 2009
  • Handbook of Institutional Advancement – 2000
  • Advancement Services: Research and Technology Support for Fund Raising – 1999

John formed one of the largest advancement-related listservs in the world, FundSvcs, now with over 3,800 subscribers, and a companion website: www.FundSvcs.org. He has spoken at hundreds of conferences across the country, receiving the CASE Crystal Apple Award for outstanding teaching. He is founder and Former President of the Association of Advancement Services Professionals (AASP). He received the AASP Jonathan Lindsey Lifetime Achievement Award in 2012.

John holds a BA in Mass Communications and Socio-Political Change from Vanderbilt University, and a Certificate in Nonprofit Management from Duke University. He resides in Durham, NC, with his wife and children.

Sponsoring Organizations: 

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