2009 Board of Directors
OFFICERS
Luanne Samuel, CFRE
President
Sheila Marlow, CFRE
President-Elect
Larry Wickham, CFRE, CSPG
Immediate Past President
Deborah Montonen, CFRE
VP/External Affairs
Lesly Bosch Annen
VP/Professional Advancement
James L. Richardson, Jr., CFRE
VP/Membership
Paula Voyles, CFRE
VP/Administration
R. Michael George, CFRE
Treasurer
Sue Bailey
Secretary
DIRECTORS
Tanya Downing, Diversity
James N. Falk, CFRE,
Every Member Campaign
Jack Gray, At-Large
Sharon King, Scholarships
Victor Korelstein, CFRE,
At-Large
Diana Marquis, CFRE,
New Member Orientation
Karen K. Martin, CFRE,
Public Relations
Christina Moore, Hospitality
Paulette Mulry,
Youth in Philanthropy
Melanie Perkins, Programs
Anne Thomas, Mentoring
Jan Zeigler, CFRE, Governance
To contact the Greater Dallas Chapter AFP Board of Directors, go to
www.afpdallas.org
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CFRE Review Course at the 2009 DFW Philanthropy Conference
If You're Planning to Apply for Your CFRE, the New, Revised CFRE Review Course
is Here!
If you are planning to start the CFRE application process within the next year, and once approved, schedule to take the CFRE Exam, you are urged to consider taking the new, revised CFRE Review Course to equip and prepare you in the best manner to pass the CFRE Exam. Register online to take the new, revised CFRE Review Course June 24-25, 2009 at the Arlington Convention Center in the heart of the Dallas/Fort Worth Metroplex. Go to http://dfwphilanthropyconference.com/cfre.htm, get all the information about the New CFRE Review Course, and click on CFRE Registration at the top, or go directly to: http://www.acteva.com/booking.cfm?bevaid=175355 and sign up today. The revised CFRE Review Course is organized around the domains of the CFRE examination and offers development professionals an opportunity to review the main components of a complete fundraising program. It is a two-day, intensive program the purpose of which is to provide an overview of skills, techniques and program components based on fundraising experience at the five-year level. For a complete description of the new, revised CFRE Review Course, including a brief description of each module, the 2-day agenda, and overall course learning objectives, go to http://www.afpnet.org/ka/ka-3.cfm?content_item_id=1444&folder_id=2566. The course is designed for intermediate-level fundraising professionals who want a quick and comprehensive overview of fundraising principles, at a step above the fundamental level. Its content is organized around the CFRE exam domains: Current and Prospective Donor Research, Securing the Gift, Relationship Building, Volunteer Involvement, Management and Accountability. Participants engage in fundraising problem-solving with top-notch professionals and network with fundraising peers.
The revised CFRE Review Course faculty consists of senior-level fundraising professionals with CFRE credentials from the Dallas and Fort Worth AFP Chapters. The final CFRE Review Course module on Accountability will be taught by Laura Fredricks, author of "The Ask", and the keynote speaker for the 2009 DFW Philanthropy Conference which follows the next day, June 26, 2009. Registration fees for the CFRE Review Course are $390 for AFP members and $490 for nonmembers. To register on-line go to http://dfwphilanthropyconference.com/cfre.htm, or for more information, contact Fran Lobpries, lobpries1@sbcglobal.net or James Holcomb, jrholcomb3@sbcglobal.net. For information on CFRE accreditation, go to http://www.cfre.org/. Don't delay...do it today!
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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
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APRIL LUNCHEON MEETING
Jayne Grimes, CFP
Director of Gift Planning, Baylor Health Care System Foundation
"Planned Giving in Today's Economy"
Wednesday, April 22, 2009
11:30 a.m. Networking
12-1:00 p.m. Luncheon and Program
Arlington Hall at Lee Park
3333 Turtle Creek Blvd.
Dallas, TX 75219
Luncheon $25 members/$40 non-members
Jayne Grimes is a Certified Financial Planner™ and Accredited Estate Planner. She has trained financial professionals such as CPAs and insurance providers in incorporating financial planning principles into their advisory work. Her focus on charitable planning, involving strategies for both clients and charities on creative giving, led to a role as Planned Giving Officer at Children's Medical Center, where she served for seven years. She recently joined Baylor Health Care System Foundation as Director Of Gift Planning. Jayne currently serves on the local Board of Directors of the Partnership for Philanthropic Planning (formerly NCPG) and the Board of Governors of the North Texas Estate Planning Council. She served as adjunct faculty for the College for Financial Planning in Denver as an instructor in the Certified Financial Planner® program and has been a frequent speaker at professional, charitable and academic venues. Elected to the Allen ISD School Board in 2006, Jayne is also the former president of the Foundation for Allen Schools. She is currently featured on the Fine Living Network providing financial "Smart Tips".
Deadline to register online at www.afpdallas.org is Wednesday, April 15th. After that date, make reservations by fax or mail on a space-available basis.
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PRESIDENT'S LETTER
Even in these challenging times, it's important to remember that you are not completely at the mercy of the economy and blind luck. With your knowledge, skills and experience, you have a significant amount of control over your charity's fundraising fortunes. The decisions made by you have more influence on your organization's future success than anything the economy might do.
That means now more than ever, you must continue investing in yourself. You must continue training in the newest trends and best practices. You must continue connecting with like-minded experts from around the world. You must continue to abide by the highest set of ethical standards. Your AFP Greater Dallas Chapter is your best resource by far.
For the past several years, many AFP members have enjoyed the benefit of their employers paying their membership dues. We understand that in these extraordinary times, many organizations are trimming their budgets wherever possible and membership dues are being cut. However, these uncertain times are when your professional association can offer you the most value and assistance. Some employers may agree to a temporary half-half deal, while others may suspend it for the time being. But it is important to you - and to your fellow chapter colleagues - to continue as a member.
The Conference in New Orleans was amazing - the three keynote speakers were particularly excellent. The DFW Conference in June is another excellent source of training a lot closer to home. And our programs for the monthly luncheons continue to provide outstanding sessions!
We are looking at new ways to expand our membership and services, so stay tuned for breaking news! In the meantime, enjoy this lovely spring weather and we'll see you April 22nd at Lee Park.
Luanne Samuel, CFRE
President
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NEWS OF NOTE
The Dallas Museum of Art announced that The Jean and Graham Devoe Williford Charitable Trust is making a $100,000 gift toward the Museum's art conservation efforts. It will be named the Graham Williford Foundation for American Art Endowment for Art Conservation and will specifically support the conservation of American paintings and decorative arts prior to 1920 in the Museum's collections.
The Raiser's Edge Users Group will meet May 22nd, 9 AM - noon, hosted by the American Red Cross Dallas Chapter. RSVP by emailing awhite_npdatabase@yahoo.com, or call 817-829-6188 for more information.
John Brown will present a seminar, "Knowing the Essentials," at Texas State University San Marcos, May 4, 5, and 6, 2009. Register on line at www.johnbrownlimited.com or call 603-924-3834 for more information.
MOVING? CHANGED JOBS? 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.
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JOB LISTING SERVICE
Trinity Valley Community College in Athens, TX, seeks a Director of Development to work in the communities where TVCC has campuses (Athens, Kaufman, Terrell and Palestine.) Bachelor's degree (Master's degree preferred) required, plus a minimum of five years' experience in development with a proven record of fund acquisition for a non-profit organization. Send resumes to David Hubbard, Vice President of Resource Management & College Relations, at dhubbard@tvcc.edu. FamilyConnections seeks a Director of Development. Bachelor's degree plus three to five years fundraising experience required; background in social work, family services or child development preferred. Email résumé, cover letter, writing samples and three references to jobs@baconlee.com. Please include the position to which you are applying in the subject line of your email. Deadline to apply is April 30, 2009.
Trinity University seeks an Assistant Vice President for University Advancement. Bachelor's degree required plus seven years of fundraising field work.Email cover letter, résumé and three references to Mollie Butler, Bacon Lee & Associates, PO Box 15018, San Antonio, Texas 78212, jobs@baconlee.com by 5 PM, April 24th.
The Dallas Arboretum seeks a Major Gifts Manager. Degree desired with five years non-profit and significant donor fund raising experience required. Send resume with salary requirements to Charlotte Morrison, cmorrison@dallasarboretum.org.
Family Gateway, Dallas, TX, seeks an Executive Director. Bachelor's or master's degree and Seven to Ten years of senior leadership experience in a comparative size nonprofit organization required. Email cover letter, resume and salary requirements to nancylatner@att.net. If you have a job listing to post, email to afpchapteroffice@afpdallas.org by the last day of the month to appear in the next month's e-newsletter. |
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