Monthly Archives: January 2017

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12th Annual Spring Investment Speaker Series

Thursday, April 27th
Duke Mansion
6:30 – 9:00 pm
RSVP by April 21st

Join us for an evening of networking, inspiration, learning and engaging conversation. Speakers include Co-founder and Chief Investment Office of Banbury Partners Baker Burleson, Senior Analyst at Hound Partners Chris Webber, and Founder and Portfolio Manager of Stamina Capital Christoper Weldon.

Thank you to our sponsors: Bloomberg, Goldman Sachs, Brian Gootzeit, Banbury Partners, Morgan Stanley, The Andover Group at UBS, Tourmaline Partners, Eze Castle Integration, Guidepoint, Ridgetop Research, Rinehart Wealth Management, Solovis, Inc., Peggy and Jim Hynes, Karen and Barry Knoble, Brian Lesesne, Gwen and Andrew Lindner, Francie and John Mangan, Esten and Bob Mason, Dee Schwab, Pat and Bill Williamson, Sue and Joe Young, Alpha Theory, Cameron Carmichael, Dickens Mitchener, KPB Corporation, and Robert W. Baird & Company

View Invitation

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2nd Annual Charlotte Heptathlon

Saturday, May 20, 2017
Queens University Athletic Fields
8:00 am – 12:00 noon

The Charlotte Heptathlon seeks to become the premier athletic fundraising competition benefitting a charity in the Greater Charlotte region. The 2017 competition will benefit Children’s Scholarship Fund of Charlotte and offer sponsors the opportunity to showcase their business to a concentrated group of successful, community-minded individuals primarily from the financial services industry.

If you’d like to participate, you can register a team or sign up as a volunteer.

Learn more at: http://www.charlotteheptathlon.com/

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2015-2016 Children’s Scholarship Annual Report

The Children’s Scholarship Fund recently released it’s 2015-2016 Annual Report.  Read the full report here.

final-csf-annual-report-2015-16Last year, CSF-C’s priorities were:

  1. Evaluating our Participating Partner Independent Schools,
  2. Measuring outcomes of students and
  3. Ensuring long-term financial stability of the organization.

I am pleased to report that we have made tremendous progress in all three categories and are CHARTING OUR IMPACT!

Evaluating Our Participating Partner Independent Schools –
We are proud of the great strides made toward assessing our schools via on-site school visits, administrative interviews and third party assessment. Our Students and Schools Committee has laid the foundation for ongoing evaluation and compliance of each school to ensure that students’ needs are being met and that they have the opportunity of reaching their highest potential.

Measuring Outcomes of Students –
We recognize our responsibility to report to our donors about the effectiveness of our program. Our board has been committed to assessing the outcomes of our scholarship recipients through parent and school surveys, and graduation data. A comprehensive report is being conducted by an independent educational consulting company which will analyze and measure the various predictors of our students’ success, graduation rates and beyond.

Ensuring Long-Term Financial Stability –
We know that our organization’s sustainability is paramount to all priorities. Our Development Committee has been focused on diversifying the organization’s sources of ongoing revenue. CSF-C successfully launched a new event, the Charlotte Heptathlon, which raised over $200,000 in gross revenue and over $110,000 of net contribution to CSF-C. We anticipate that the Charlotte Heptathlon will expand and are developing strategies toward additional fundraising efforts.

In conclusion, it has been a busy and productive year. I am truly grateful for the dedication of CSF-C’s Board of Directors and management team, and the generous support of our donors. Together, we have provided 351 economically disadvantaged children the chance to succeed.
Please join us this next year as we continue investing in children’s education and changing their lives forever.

Andrew Lindner, Chairman