AFP Banner
Greater Dallas Chapter                                                                                  January, 2010
 
 
The Greater Dallas Chapter would like to express its gratitude for the dedicated service of these outgoing members of the 2009 Board of Directors:
Larry Wickham, CFRE, CSPG, Jim Richardson, CFRE, Lesly Bosch Annen, and Sheila Marlow, CFRE. Thanks! We couldn't have done it without you! 
 

2010 Board of Directors

 
OFFICERS
 
James N. Falk, CFRE
President
R. Michael George, CFRE
President-Elect
Luanne Samuel, CFRE
Immediate Past President
Deborah Montonen, CFRE
VP/External Affairs
Melanie Perkins
VP/Professional Advancement
Diana Marquis, Jr., CFRE
VP/Membership
Paula Voyles, CFRE
      VP/Administration
Victor Korelstein, CFRE
Treasurer
Sue Bailey
Secretary
  

DIRECTORS

 
Larry Crouch, CFRE, At Large 
Tanya Downing,
New Member Orientation Chair
Tara Dunn, At Large
Jack Gray, At-Large
JoLynne Jensen, CFRE, Governance Chair
Sharon King,
Scholarships Chair
Karen K. Martin, CFRE,
Youth in Philanthropy Chair
Christina Moore,
Hospitality Chair
Paulette Mulry,
At Large
Cindy Palmer,
Public Relations Chair 
Rebecca Rhule,
Programs Chair
Anne Thomas, Mentoring Chair
Jan Zeigler, CFRE,
Diversity Chair
 
 

 

To contact the Greater Dallas Chapter AFP Board of Directors, go to
 
 
____________________ 

 

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

 
 
 

Save the Date!
2010 AFP DFW Philanthropy Conference

 

 

The 2010 AFP DFW Conference will be held on THURSDAY, June 24th. This is a change from the traditional Friday date. We'll meet once again at the Arlington Convention Center where a jam-packed day of learning is planned. Registration information will be emailed soon! The website is being updated at press time, so check in periodically at www.dfwphilanthropyconference.com to see what's new.

 

The keynote speaker for 2010 is Roberta (Robbe) Healey. Robbe is a member of the International Board of Directors of the Association of Fundraising Professionals (AFP) and serves on the Executive Committee as Chair. She brings more than thirty years in non-profit organization management and development to our conference. Robbe is also an accomplished fundraising generalist with a successful track record of establishing new development offices as well as board and volunteer training. She will be presenting one of the sessions and delivering our opening keynote address. Six development tracks will be available at this year's conference and each track promises to deliver relevant and timely information.

 

Day of conference check-in begins at 7 AM. The sessions conclude at 4:15 p.m. For more information, please contact Lyn Downing, Conference Chair, at 817-336-4949 or lyn.downing@alz.org, or Tara Dunn, Conference Co-Chair, at 214-818-0481 or tdunn@dallasconcilio.org.

 

 

 
 
    
 JANUARY WORKSHOP & LUNCHEON MEETING
 
SPONSORED BY
 
Bernard Data Solutions logo

 
KATHRYN MIREE
Workshop: "The Mysteries and Magic
of the Donor Conversation"
Luncheon Program: "What's Next for the
Charitable World?" 
 
SPECIAL DATE! Wednesday, January 13, 2010

Workshop 9-11:30 AM
Networking 11:30 AM
Luncheon Meeting 11:50 AM - 1 PM

Arlington Hall at Lee Park
3333 Turtle Creek Blvd.
Dallas, TX 75219

AFP MEMBERS: $70 Workshop & Luncheon/
$30 Luncheon Meeting Only
NON-MEMBERS: $85 Workshop & Luncheon/
$45 Luncheon Meeting Only

 
 
Kathryn Miree
Kathryn W. Miree, J.D. is president of Kathryn W. Miree & Associates, Inc. She provides a full range of planned giving, endowment, and foundation management services designed to help charities build long-term financial stability. Ms. Miree received a B.A. from Emory University and a J.D. from the University of Alabama School of Law. She spent 15 years in various positions in the trust division of a large southeastern bank, then joined a regional brokerage firm to establish a trust company and serve as its initial president and CEO. In these positions she worked extensively with not-for-profit organizations and their donors in the management of private foundations, community foundations, charitable trusts, pooled income funds, gift annuities and endowments. Ms. Miree is the past president of the National Committee on Planned Giving, Alabama Planned Giving Council, Estate Planning Council of Birmingham, and Alabama Bankers Association Trust Division. She is a member of the Alabama Bar Association and Birmingham Bar Association. She is also past chair of United Way of Central Alabama, a past chair of The Altamont School and past president of the Independent Presbyterian Church Foundation. Ms. Miree is a frequent lecturer, co-author of The Family Foundation Handbook and author of The Professional Advisor's Guide to Planned Giving.


Seating is limited! Deadline to register online at www.afpdallas.org is Wednesday, January 6th. After that date, make reservations by fax or mail on a space-available basis.
  

 
 
 
PRESIDENT'S LETTER
  
Dear Friends,
 

2010 promises to be an exciting and inspiring year for AFP International and for our chapter.  Anniversary dates provide a time to pause and reflect on the past while also presenting an opportunity to chart the future.  The theme for AFP throughout 2010 will be Honoring Our Past, Inspiring our Future. And it is in this spirit on January 8th that our board will be holding a retreat to focus our programs, training and other activities for the coming year. As your new president, I am especially eager to hear from you to ensure that the Chapter remains both professionally relevant and enjoyable. Please feel free to call my cell at (972) 839-2234 or email jnfalk@tx.rr.com with suggestions and comments.

Melanie Perkins, our 2010 Vice President of Professional Advancement, has been working on a number of programs for which you will want to register.  I'm going to be paying special attention since I am up for CFRE recertification in 2010 and need to be sure that all my continuing education hours are counted!  On April 28th, we will have the chance to hear from one of our own, Niki McCuistion. Niki and her co-author Margaret Damen have written a fascinating and timely book just published by Wiley, Women, Wealth & Giving, which examines the impact and power of boomer women on philanthropy.

The 2009 EMC (Every Member Campaign) has concluded and we can be especially proud of this year's effort, as we reached 119% of our goal by raising $8,015. Please accept the Board's heartfelt thanks for your generosity and for answering my endless appeals! 

The 47th AFP International Conference takes place in just over four months in Baltimore. As those of you who have attended previous conferences know, there are always top speakers and the 2010 conference may be the best ever with speeches by Archbishop Desmond Tutu and Peter Thum, the founder of Ethos Water, which has a solid record of providing safe water to some of the poorest regions of the world.

Luanne Samuel served our chapter with distinction and it is a particular honor to attempt to follow in her footsteps.  I know, however, that with your support and participation, 2010 will a year in which our chapter will reach new heights. 

We hope to see you on January 13th, at our first membership meeting of the New Year featuring Kathryn Miree.

Best,

Jim Falk signature

 
 
 
 
 
 
 
James N. Falk, CFRE
Greater Dallas AFP President
 

NEWS OF NOTE 
 
Each year, the AFP San Antonio Chapter holds an educational and networking conference. Plan to join fundraisers, nonprofit managers and others from Texas and beyond on February 25-26, 2010, at the Marriott Hotel Northwest, 3233 NW Loop 410 at I-10 West, San Antonio, Texas 78213. For more information click here.  
 

Culinaire's off-premise catering company, Food Glorious Food, which caters Greater Dallas AFP luncheon meetings at Arlington Hall, has been awarded the exclusive catering contract for the newly renovated Hall of State at Fair Park. Owned and operated by the Dallas Historical Society, the Hall of State celebrates Texas history with artifacts, murals, and architectural wonders. It was built for the 1936 World Exposition and has served as the backdrop for many of the most important and iconic special events in Dallas's history. The venue is suitable for events large and small in the Great Hall, 340-seat auditorium, Dealey Library, Room of the Future and grounds. For information contact Beth Albright,

balbright@ciemail.com. 
 
 
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.
 
 
 
JOB LISTING SERVICE
 
Specialized Alternatives for Families and Youth (SAFY), a non-profit child welfare organization specializing in foster care, seeks a Major Gifts Officer with experience in developing a new major gifts/community volunteer program. Established philanthropic relationshipo a plus. Arlington, Texas office serves the 19-county north Texas metroplex. to apply or for more information go to www.safy.org. EOE.
 

Dallas-based division of national nonprofit health organization seeks a forward-thinking nonprofit executive with strong operational, management and fundraising skills to build on its financial and organizational strength. Ideal candidate will have a successful and diverse fund development track record, experience in special events management, strong communication and interpersonal skills, an exceptional presence, ability to recruit and work with top level business and community leaders. Budgeting and strategic planning skills are required. Knowledge of the local community preferred. Background must include a bachelor's degree, five to seven years of progressively responsible experience in nonprofit organizations and experience in executive management. Please submit resume to smartermoves@nc.rr.com. Responses will be sent only to candidates selected for further consideration.

 
There is no charge for job listings for non-profit organizations.
$25 per listing per month for notices from search firms and employment agencies. For information on posting job openings for organizations and search firms, contact afpchapteroffice@afpdallas.org.
 
Advertise your business or event on the Greater Dallas AFP website! http://afpdallas.org/docs/AFP-Banner-Ad-Rates.pdf