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Greater Dallas Chapter E-Newsletter                                                                     August, 2010
 
In This Issue
2010 Officers & Directors
Support the AFP NOW Campaign!
News of Note
Chapter Contact Information
August Luncheon Meeting
President's Message
Fundamentals of Fundraising
Job Listing Service
 
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, CFRE
VP/Membership
Sue Bailey
VP/Administration and
Secretary
Victor Korelstein, CFRE
Treasurer

  

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
 
 
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AFP NOW!


The 2010 AFP NOW campaign is raising funds for our local chapter that will be dedicated to promoting increased educational opportunities and scholarships for its members, while continuing to support the work of the AFP Foundation for Philanthropy.
 
Once you have donated to AFP NOW, your name will be entered into drawings for gift certificates and other prizes beginning with the August 25th luncheon meeting. It's a win-win for you and the Chapter!  

Help us achieve our 2010 fundraising goal by making your AFP NOW gift today! Your donation is tax deductible as allowed by law. Your Greater Dallas Chapter AFP thanks you! 

 
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News of Note
 
 10 Star Chapter logo
 
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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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

 
 
 
 

August Luncheon Meeting

 GARY A. MORRIS, RIA
"The Ethics of Philanthropy" 
 
Wednesday, August 25, 2010
11:30 AM - Noon: Networking
12-1 PM - Luncheon & Program

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

Early bird registration (received by Wed., August 18th)

 $30 for AFP members, $45 for non-members
 
After August 18th or registering on-site,
$35 for AFP members, $50 for non-members
 
 
Gary Morris 
Gary Morris is a Registered Investment Adviser in private practice. He previously served 8 years in executive positions for Dallas-based financial services firms, and more than 14 years developing and marketing investment management products with a national financial services company. He is also a Certified Financial Planner, a Fellow of the Life Management Institute, a Chartered Life Underwriter, an Accredited Estate Planner, Certified Investment Management Consultant and an Accredited Investment Fiduciary. He is licensed with the Texas Department of Insurance as a General Lines Agent, a Life and Health Counselor and a continuing education provider. He serves as VP of the Estate Planning Council of North Texas and on the Board of Directors of the North Texas Chapter of the Partnership for Philanthropic Planning. He is a member of the National Association of Estate Planners & Councils and the Dallas Estate Planning Council, the financial Planning Association, the Society of Financial Service Professionals, Kingdom Advisors, and the Investment Management Consultants Association. He also serves on the Presbyterian Healthcare Foundation Planned Giving Advisory Council and the Parkland Foundation's Planned Giving Council. 
 
Deadline to register online at www.afpdallas.org 
is Wednesday, August 18th.
After that date, make reservations by fax or mail on a space-available basis.
 
 
 
 
 
President's Message
 
 
Dear Friends,  
 

Service on the AFP Board has truly become one of my most enjoyable civic activities. When nominated a few years ago, I was concerned that I wouldn't be able to make a difference, that I didn't know enough people or have the experience needed to make a contribution. However, my new colleagues on the board could not have been more welcoming and supportive. Indeed, they knew that the ongoing success of our Chapter depends on a dynamic board with diverse professional experiences and backgrounds. Like all AFP chapters we have term limits, so our board is continually recruiting interested and qualified candidates. The requirements, while serious are not overly taxing: Board meetings are held monthly, generally before the regular chapter meeting. Directors are expected to attend as many chapter meetings and events as possible, support the fundraising campaign and serve on at least one committee. It is a wonderful way to work with leaders in our field while also giving back to the organization that provides vital training, educational events and a credentialing program that advance the professionalism of our fundraising craft. If you are interested in serving on our Chapter's board of directors, contact Luanne Samuel at LS75002@gmail.com. The nominating committee will be evaluating nominations in September, with elections held later in the year. 

How can we do more with less? Our Chapter's membership numbers have declined from last year. This is a trend among most other AFP chapters due to the down economy. The result is less money to provide training, networking and enrichment activities and scholarships. In response we launched AFP NOW in 2010, the Chapter's first grassroots fundraising campaign. So far this year, just 13% of our membership has made a gift, includes 100% of board members who have made or pledged an average gift of $176. The average gift of non-board members to date has been $72. Put simply, if 50% of our members would pledge $75 ($25 for 3 months), we will meet our AFP NOW goal of $17,000. This is a critical investment if we are going to exceed the status quo and deliver the premium services and benefits that our Chapter members deserve, many of which are planned but entirely subject to funding. I encourage you to reflect on what the Greater Dallas Chapter of AFP means to you. Then go to www.afpdallas.org/afp-now.asp and invest in our Chapter's future. 

See you soon!


  
 

Jim Falk signature

 
 
 
 
 
 
 
James N. Falk, CFRE
Greater Dallas AFP President  
 
 
Fundamentals of Fundraising
Thursday & Friday, September 23-24, 2010
Dallas Baptist University
3000 Mountain Creek Parkway, Dallas, Texas
 
The new AFP Fundamentals of Fundraising Course was developed from the earlier Essentials of Fundraising Program and First Course in Fundraising. It was designed by experienced fundraising professionals to meet the real-world needs and challenges nonprofit organizations face every day. This two-day program includes case studies and projects for groups and individuals, making the learning experience both substantial and enjoyable. The AFP Fundamentals of Fundraising course offers a complete overview of the development function, featuring the most current information and techniques. This program is designed for persons with zero-to-three years of fundraising experience.
 
SCHEDULE
Registration begins at 8:00 a.m. Thursday, September 23, 2010. Sessions begin at 8:30 AM and conclude at 4:45 PM each day. Morning and afternoon breaks and lunch are included both days as part of the registration.
 
LOCATION
All sessions will be held on the campus of Dallas Baptist University. The DBU campus is conveniently located just off I-20 approximately 15 miles from DFW Airport. Upon registration you will receive a confirmation letter including a map and directions.
 
REGISTRATION FEES
AFP Members - $350
Non-Members - $400
10% discount for four or more attending from the same organization.
Register online at https://secure.acceptiva.com/?cst=887d83.   
 
AFP membership applications can be downloaded at the AFP International website, www.afpnet.org or contact the AFP International Headquarters at (800) 666-3863.
 
QUESTIONS?
Contact Amy Jackson at (817) 558-2840 or via email at
amy@mowjec.org.
  
 
JOB LISTING SERVICE
 
The Arc of San Antonio seeks a President/CEO. Bachelor's degree required, master's preferred. Must have a minimum of seven years experience at a like-size organization in direct management of administrative employees and extensive experience in administration at the management level. Past experience working with federal and state funding streams extremely beneficial. Compensation will be based upon the successful candidate's education, skills, and applicable experience. Medical coverage including health and dental, group life insurance policy and long-term disability, 401(k) provided. Résumés, cover letter and list of three references will be accepted until 5 PM on Monday, August 23, 2010. Email jobs@baconlee.com and indicate the name of the position in the subject line of your email.
 

Girl Scouts of Texas Oklahoma Plains, Inc. seeks a Chief Development and Communications Officer. CDCO is responsible for planning, directing and managing the duties for the Fund Development and Communications/Marketing departments. Additionally responsible for grant writing and United Way proposals. Compensation up to $70K plus three week's vacation, generous sick leave and holidays. Four and a half day work week and full spectrum of employee benefits. Submit resumes to Lance Anderson, jobs@gs-top.org or fax to 817-731-8978. 

 
Girl Scouts of Eastern Oklahoma seek a Chief Executive Officer. Minimum 10 years progressively responsible experience, with a minimum 5 years at an executive level. Minimum of a bachelor's degree or equivalent education and training, advanced degree preferred. Prior executive and managerial experience in youth-serving organizations where volunteers are keey to success is highly desirable. Please email cover letter and resume (preferably Microsoft Word attachments) and salary requirements to Bob Perodeau, Evergreen Executive Source, LLC, evergreen.source@att.net by the August 15, 2010 deadline. 
 
Make-A-Wish Foundation of North Texas seeks a senior development professional. 10+ years of development experience and a minimum of 8+ years working in major gifts with high-capacity donors. The SVP of Development has primary responsibility for management of the North Texas Chapter development office and representing the organization to donors and prospects. Email cover letter and resume to Scotty Landry at slandry@northtexaswish.org
 

CC Young seeks an Assistant Director of Development. Responsible for the Raiser's Edge donor database management, assistance with grants, event management, donor acknowledgements and communication, newsletters, public relations items and appeals. Candidate must be proficient in donor databases and must have good computer skills. Excellent benefits (vision, dental, health, FSA, credit union and free lunch). Contact Cameron Hernholm, chernholm@ccyoung.org.

Vickery Meadow Learning Center seeks an experienced Development Director. Candidate should be adept at soliciting support via multiple communication channels including direct mail, face-to-face, telephone, Internet and social media. Must have a proven track record of fundraising success, DonorPerfect proficiency, and the ability to work in a fast-paced, multi-cultural environment. Submit cover letter, resume, and salary history to resume@vmlc.org. 
 

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