2008 Board of Directors
Officers
Larry Wickham, CFRE
President
Luanne Samuel, CFRE
President-Elect
Mary Brumbach, Ph.D., CFRE
Immediate Past President
Paula Voyles, CFRE
VP/Administration
Sheila Marlow, CFRE
VP/External Affairs
R. Michael George, CFRE
VP/Governance
James L. Richardson, Jr., CFRE
VP/Membership
Lesly Bosch Annen
VP/Professional Advancement
Beverly Kleckner, CFRE
VP/Public Relations
James N. Falk, CFRE
Treasurer
Sharon King
Secretary
At-Large
Sue Bailey
Charles Carrington
Tanya Downing, Diversity Chair
Jackie W. Franey
Jack Gray
Diana Marquis
Deborah Montonen, CFRE
Paulette Mulry
Melanie Perkins
Jan Zeigler, CFRE
To contact the Greater Dallas Chapter AFP Board of Directors, go to
www.afpdallas.org
|
Supply & Demand of Philanthropy in the 21st Century:
Strategies for Fundraising & Financial Professionals
October 7-8, 2008
Save the Date!
The Center on Wealth and Philanthropy at Boston College and the Association of Fundraising Professionals (AFP) and the AFP Massachusetts Chapter are pleased to offer a day-and-a-half conference at Boston College on October 7 and 8, 2008.
The conference is especially designed for wealth advisors, estate planners, fundraising professionals, directors of planned giving, vice presidents of development, and CEOs and board members of non-profit organizations.
This conference will explore the new dynamics of philanthropy-the meaning of philanthropy, charitable motivations, and supply-side changes among donors and clients across the spectrum of wealth. In the new dynamics, donors desire rather than resist greater charitable involvement. They are entrepreneurial, view charities as an instrument to accomplish their aspirations, and make philanthropy a crucial part of their financial morality. As to fundraising and financial professionals, donors increasingly expect them to help attain greater clarity and more to produce more fitting plans.
By understanding the implications of the new dynamics of philanthropy, fundraising and financial professionals can implement new strategies that will make their counsel more fulfilling for their clients and more rewarding for themselves.
|
John A. Davis Scholarship Call for Applications
The John A. Davis Scholarship is intended to promote the professional advancement of a high caliber, experienced development professional who adheres to the AFP Code of Ethics and wants to gain new or more in-depth knowledge in the field of fundraising.
Preference will be given to a member or active participant in either the Dallas or Fort Worth Metro AFP Chapter.
The John A. Davis Scholarship is not primarily intended for AFP events such as: AFP Southwest Fundraising Symposium, D/FW AFP Philanthropy Conference, or AFP International Conference on Fundraising for which there are already scholarships.
Applications are accepted every other year. The scholarship is intended for use within the year after it is granted. Applicants are encouraged to be as detailed as possible in describing the educational event or type of training they will pursue with the scholarship. One scholarship will be awarded for up to $1,000.
The committee will evaluate candidates in the following areas:
a. Professionalism: Adherence to the AFP Code of Ethics
b. Experience and qualifications: An experienced fund raiser who is committed to the nonprofit sector and the ideals of philanthropy
c. Financial Support: Preference given to an individual who has financial need, perhaps because of salary structure, but financial need is not a primary consideration
d. Agency: Consideration given to applicants who are committed to small agencies and are thereby limited in terms of funds for continuing education for staff or more generous salaries
e. Volunteerism: Applicant's experience in the community as a volunteer
The deadline for this year's application is Sept. 1, 2008. The application form can be downloaded from the chapter's website.
Please contact:
Carolyn Martchenke
817-504-4747
Jan Zeigler, CFRE
940-321-2780
Applications should be emailed to janzeiglercfre@aol.com or mailed to Jan Zeigler, CFRE, 111 Oak Tree Lane, Hickory Creek, TX 75065, to be received by September 1, 2008.
|
|
Chapter Contact Information:
Greater Dallas Chapter AFP
14070 Proton Rd. Ste 100, LB9
Dallas, TX 75244
972/233-9107 ext. 204
Fax 972/490-4219
afpchapteroffice@afpdallas.org | |
|
JULY LUNCHEON MEETING
"Campaigns"
Janet Davis, CFRE
Senior Consultant, Dini Partners
Wednesday, July 23, 2008
Networking 11:30 AM
Luncheon Meeting 11:50 AM - 1 PM
Arlington Hall at Lee Park
3333 Turtle Creek Blvd.
Dallas, TX 75219
$25 Members/$40 Non-Members
JANET DAVIS, CFRE is a Senior Consultant with Dini Partners. She has an extensive background in individual, corporate, foundation, events, and major gifts fundraising for nonprofit organizations. Having begun her career at the Dallas Theater Center in individual giving and special events, she then moved to the United Way system as Director of Leadership and Tocqueville Giving in Dallas, and eventually rose to United Way of America as a major gifts program development consultant to member organizations throughout the United States. She served as Director of Planned Giving and Charitable Estate Planning for the Presbyterian Healthcare Foundation and as Director of Development for the Dallas Theater Center.
Janet also worked as Managing Director of Development for the Dallas Symphony Association, where she oversaw the operations of the development office as well as the $8 million annual revenue goal for that department. Her years working in the nonprofit industry enable her to understand the many challenging issues faced by volunteers and organizational leadership, and to provide relevant, realistic guidance to clients.
In addition to her work in fundraising, Janet has also worked with her clients to assess and improve overall organizational capacity through group sessions and individual coaching services. A mother of three, Janet is active in the Dallas community through the Leadership Dallas Alumni Association, National Committee on Planned Giving, Moss Haven Elementary School, The Center for Nonprofit Management, Healing Hands Ministries and Wilshire Baptist Church.
is Wednesday, July 16th. Reservations by fax or mail after that date on a space-available basis.
|
|
PRESIDENT'S LETTER
It seems impossible that we are beginning the second half of 2008. The first six months have truly been an adventure, and AFP has been a huge part of the action. We have had some tremendous educational opportunities both at our monthly meetings and at special events and conferences. We are most appreciative of all who have had a part in providing such great programs and learning experiences for us. Our Vice President for Professional Advancement, Lesly Bosch Annen had hit a number of home runs for us this year. We are also greatly appreciative of the cooperative effort of everyone involved in the DFW Philanthropy Conference and the CFRE Review Course which were offered this past month. Kristie Gibson from the Fort Worth Chapter was chair for the 2008 DFW Philanthropy Conference, and Robin Johnson-Piper and a number of others from the Dallas Chapter worked to make this a great success. James Holcomb and Fran Lobpries continue to challenge our membership to work toward CFRE designation, and several new CFREs have passed the exam since the Review Course in June.
When does one ever quit learning about fundraising? NEVER! The challenges of this profession are great, and much of our work is art as much as knowledge. This is a profession which requires us all to be lifelong learners. I encourage you to take advantage of the great monthly programs and other learning opportunities afforded by membership in the Greater Dallas Chapter of AFP. I can assure you that there are AFP chapters that do not provide nearly the number of sessions or the quality of sessions that are available to you. Besides, we like to see your friendly face at the luncheon meetings. I am certain that you have busy schedules, but I sincerely hope that you will mark your calendars and make plans to attend all the great meetings that are planned for the remainder of the year.
I look forward to seeing you!
Best regards,
Larry E. Wickham, CFRE, President
|
|
NEWS OF NOTE
SAVE THE DATE!!!!
National Philanthropy Day 2008
Friday, November 14
Hyatt Regency Reunion Hotel
Call 469-484-4840, ext. 3605 for details
The AFP Ethics & Accountability Workshop: "How to Keep the Regulators Away," will be held September 11, 2008, from 2 to 5 PM at the Renaissance Houston Hotel Greenway Plaza, 6 Greenway Plaza East, Houston, Texas 77046. To reserve your place, email Rebecca Knight at RKnight@afpnet.org. 
15 members from the Dallas AFP Chapter registered for the recent CFRE Review Course. The 2009 CFRE Review Course is June 24-25, 2009, at the Arlington Convention Center.
The Next Funders Forum event is Wednesday, July 16th, 9 AM at the Fort Worth Botanic Gardens in Oak Hall. Panelists discussing their grant-giving programs will include: Anne Greenhill, President, Susan G. Komen for the Cure, Fort Worth; Darlene Mann, Senior Vice President, Trust Team Leader, U.S. Trust Bank of America Private Wealth Management, Fort Worth; Marilyn Jackson, Director, Community Development Block Grants, City of Fort Worth. $100 for nonmembers. (2 CRFE hours) To register go to http://www.fic-ftw.org/signup/funders71608.htm. When your title, business and/or mailing address, email, or any other contact data changes, be sure to go to www.afpnet.org immediately and update your personal record. The Greater Dallas Chapter receives updates monthly, but if you only correct your information locally, then it will be overwritten when we import the latest national spreadsheet into our database. Attention, AFP members! If you've been recognized with an award, promotion or honor, share the news with your Dallas Chapter friends! Send your news item (up to 50 words) by 5 PM, the first Friday of each month.
| |
|
JOB LISTING SERVICE
SEEKING POSITION: Over ten years' experience in data and marketing research, non-profit grant writing and strategic planning, seeking a development position. Call Pamela Lepird, 507/848-1468 for her resume and more information.
The University of Texas at Dallas seeks a Vice President for Development. Master's degree preferred. Candidate must possess a broad portfolio of fund-raising and leadership achievements and minimum 10 years experience, including having played an important role in a major comprehensive campaign and in alumni relations activities. For fullest consideration, please email UTDVPD@wittkieffer.com by August 15, 2008. For additional details about this position, please visit: http://www.wittkieffer.com/education/index.cfm?page=cur_srch&job_id=2065&status_id=1.
Magnet hospital in the Austin, TX area seeks a Senior Director of Finance. Bachelor's degree in accounting or finance required, master's degree in business administration preferred. Five years of experience in the healthcare industry, including experience in accounting and budgeting, and previous supervisory experience required. Certified Public Accountant preferred. Must have nonprofit fundraising financial management experience. $90 to low $100K. Contact Kimberly Parker, Odell & Associates, (800) 880-7900 x242, kimberlyp@odellsearch.com.
Boysville, Inc. seeks a Director of Development. Ideal experience includes: three years hands-on experience as a fundraiser for a non-profit organization; computer literate with knowledge of fundraising software; bachelor's degree from an accredited college or university or equivalent work experience. Send résumés, references and cover letters by 5 PM, July 18, 2008 to Marion Lee, Bacon Lee & Associates, PO Box 15018, San Antonio, TX 78212, jobs@baconlee.com.
Arts of Collin County (TX) seeks an Executive Director to oversee the funding, creation, and operation of Collin County's visual and performing arts district. Bachelor's degree required, master's degree preferred, in business, hospitality, arts or related field. Minimum five years executive leadership experience in corporate, non-profit, or government arenas. Interested applicants are invited to submit an on-line application for consideration by visiting the City of Allen's website at www.cityofallen.org.
The Trinity River Audubon Center (opening October, 2008, in Dallas, Texas) seeks Director of Development. Five years experience preferred. Full job description online at http://www.audubon.org/nas/hr/job/dirDev-TX.html.
The Center for Nonprofit Management seeks Vice President of Development. 10-plus years experience, with at least three years cultivating major gifts and direct experience leading an endowment campaign. Send resumes to TNS Partners, Lesaengelthaler@tnspartners.com.
Southwest Airlines seeks a Manager of Charitable Giving to manage the charitable giving of Southwest Airlines and assist in positioning Southwest as the airline that cares and as the local and national hometown carrier. For responsibilities, expectations, qualifications, compensation and more, go to http://www.txnp.org/jobs/JobsSearchDetails.asp?ListingID=5587.
Central Dallas Ministries seeks a Major Gifts Officer with bachelor's degree, 3 to 5 years demonstrated success in major gifts fundraising. This position will split time working from home and out of development agency's office in Plano, Texas. Interested candidates should submit a current resume and cover letter to kelly@pursuantgroup.com. Include "Development Officer, Major Gifts" in the subject line. No phone calls, please.
St. Joseph Children's Home seeks a CEO/Executive Director. A fully detailed job description can be reviewed at www.baconlee.com. Candidate must have proven track record of managing people and budgets, marketing skills and bachelor's degree. Bi-lingual is a plus. Submit cover letter, resume, and a list of three references by August 7, 2008 to Marion Lee, Bacon Lee & Associates, PO Box 15018, San Antonio, TX 78212, jobs@baconlee.com.
|
|
|
|
|
