Upcoming January Program at Leave a Legacy – Charlotte Region


Over the past 30 years, the NC Zoo Society has been working hard to cultivate members and donors  in the planned gift area to support the NC Zoo. The result: over 300 documented bequests. In fact, the most recent bequest to the NC Zoo is likely to top $4 million.

Leave a Legacy (Charlotte Region) is hosting an interesting session exploring the topic of planned giving and key elements of a successful campaign. The session will be led by Chris McLeod of Giving Matters, Inc. and Russ Williams of the NC Zoo Society.

NC Zoo: A Recipe for Success
Wednesday, January 30, 2013
Christ Episcopal Church
1412 Providence Road, Charlotte, NC 28207

8:00 – 8:30   AM – Check in and Coffee
8:30 – 10:00 AM – Presentation and Q&A

Program Fee: $25.00

To register, click on the following link. The deadline is January 24, 2013 : REGISTRATION LINK


Chris McLeod
Chris is President of Giving Matters, Inc., a boutique consulting firm that provides planned giving counsel to nonprofits, churches and educational institutions.  A licensed attorney with twenty years of fundraising experience, Chris began her fundraising career with Habitat for Humanity. She spent eight years working in corporate and foundation relations at UNC Chapel Hill during the University’s  $2.2 Billion Carolina First Campaign.  Prior to launching her firm, Chris worked for Foundation For The Carolinas, where she served as Executive Director of The Greater Charlotte Cultural Trust.

Russ Williams
Russ served as Executive Director of the North Carolina Zoological Society, a private, non-profit organization in support of the North Carolina Zoological Park, from August, 1985 until taking on his new role as Director of Planned and Major Giving mid 2011. He is a volunteer V.P. of  the Eastern Music Festival. In the past he served on the board of The Greensboro Symphony Orchestra and as President of The North Carolina Planned Giving Council.

To learn more about Leave a Legacy (Charlotte Region), visit their website or contact the organization here.

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Categories: Fundraising & Philanthropy


Patton McDowell & Associates is a consulting firm dedicated to helping nonprofits and charitable foundations achieve their goals. We maximize an organization’s resources and help it achieve strategic efficiency.


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