Association of Fundraising Professionals - Fort Worth Metro Chapter Newsletter
July 2014
July Chapter Meeting & Luncheon
 Monday July 14 , 2014
11:30 a.m. - 1:00 p.m.

Omni Fort Worth Hotel | 1300 Houston Street

Presented By:
Rachel Muir, CFRE
When she was just 26 years old, Rachel Muir launched Girlstart, a non-profit organization to empower girls in math, science, engineering and technology in the living room of her apartment with $500 and a credit card.  Several years later she had raised over 10 million dollars and was featured on Oprah, CNN, and the Today show.  Her career spans includes leading an online fundraising consulting practice at Convio/Blackbaud and managing major gift portfolios for some of the country's largest and most successful nonprofit brands.  Rachel serves as Vice President of Training at Pursuant, where she leads classroom and custom training to transform people into confident, successful fundraisers. 

The Economic Gold Mine of Donor Loyalty
Retaining donors is where fundraising profit is made, however most organizations lose two out of three donors after the first gift.  In a recent study 69% of nonprofits said they do not or don't know if they have a strategy for maintaining donor loyalty.  Why are we losing so many donors?  What can we do to prevent it?  What do donors want?  How can we best maximize our fundraising efforts?  Discover trends in philanthropy that can drastically impact your fundraising performance.  We'll explore why donors stop giving, how to measure donor retention and how to apply a donor centered cultivation plan to a calendar.  You'll learn how to make the donor the hero of your story and inspiring stewardship examples that can help you guarantee a long term future with your donors.
Lyn Downing, CFRE
  President's Message  



Summer is here!  As I prepared this message earlier this month, the rain was falling...such a welcome sight and sound for our parched earth. I know the plants were soaking up the rain in anticipation of a Texas summer.


One way we always know summer is close is our DFW Philanthropy Conference, held on Friday, June 13. The conference committee worked long and hard on this event.  Thank you to conference chair Nancy Swartz who along with co-chair Jan Murfield, CFRE, assembled a talented group of volunteers from both the Fort Worth Metro and Greater Dallas chapters.  The turnout was fantastic and the group seemed to really enjoy the extensive menu of educational opportunities. Look for Nancy's highlights from the conference in the August newsletter.


Something to think about, if you know an under 30 fundraiser tell them about the Young Professional membership category.

YOUNG PROFESSIONAL - $75 (including chapter dues) -

  • Young Professional: Open to persons who hold some degree of responsibility directly for fundraising, work within the U.S. and Canada and are compensated for their services, and are 30 years old or younger, must subscribe to the AFP Code of Ethical Principles and Standards and its bylaws and promote the Donor Bill of Rights and be employed, or have been employed by an organization that provides benefits to society.

Another membership category is the nonprofit organization member (small) which has the benefit that the membership belongs to the organization and not the individual.


Nonprofit Organizational Membership - Small - $150.00 (Including chapter dues)


Open to nonprofit organizations who can answer yes to all the following criteria:

  1. An operating budget of less than $1,000,000
  2. A fundraising department with less than two (2) Full time equivalent (FTE) staff
  3. Individually incorporated or otherwise organized as a separate entity in the laws of the specific country; and
  4. Not affiliated with a larger institution supporting their operations.

If you have questions on membership opportunities, please contact our recruitment director LaToyia Dennis, at


As always, thank you for your involvement with the Fort Worth Metro Chapter and I look forward to seeing everyone at the July 14th luncheon.




Lyn Downing, CFRE

Alzheimer's Association

Welcome To Our New Members
hands_together_sand.jpg Greetings!

So glad you have joined us!  Let us know what we can do for you.  That's why we're here.

Mr. Daniel StoneVan Cliburn Foundation, Inc.
Amanda StallingsJPS Foundation
Ms. Gina McLendon Phillips, MSTexas Wesleyan University




Opening the door to major gifts

Mastering the discovery call


While there are many great resources on the solicitation or "ask," the knowledge base of the "discovery" call - the very beginnings of the major gift relationship - are quite limited. John Greenhoe, author of the best-selling book "Opening the Door to Major Gifts" (Charity Channel Press, 2013), will delve into this all important topic in this AFP webinar. Using John's proven methods, participants will learn basic but effective methods for qualifying prospects for the purpose of major gift cultivation, solicitation and stewardship.

At the conclusion of this session, participants will: 
  • Understand effective methods for researching their major gift prospects - so that the first call isn't "cold" 
  • Know how various contact means (email, phone, postal mail) can be used strategically to set up the first meeting 
  • Understand models for scripting the initial visit, or knowing what to say during a casual but purposeful meeting, and 
  • Understand ways to continue to conversation beyond the first call, and rising trends that will affect discovery calls in the near future
Target Audience: Entry and mid-level fundraisers
Instructor: John Greenhoe, CFRE


Seating is limited, please register early.

CNM West Office
2701 W. Berry Street, Suite 128
Fort Worth, Texas 76109

Date: August 13, 2014 11:30 AM-1:30 PM 

2014 Be The Cause Campaign

We need YOUR help to reach our goal.  

  • The AFP Fort Worth Metro 2014 goal is $1,800 and so far we have raised $1,060.     
  • Great news! AFP International has launched a new donation site and giving is now easier than ever!      
  • Please visit the Be the Cause website at to make your gift or pledge.  

Please feel free to contact Katherine Curtis if you have any questions regarding the 2014 Be the Cause Campaign at or 817-735-5313.


We appreciate all you do for the AFP Fort Worth Metro and for our community!

2014 Fundamentals of Fundraising Course
Save the Date! October 9-10, 2014 for the AFP Fundamentals of Fundraising course, which offers a comprehensive 2-day overview of nonprofit development. 
Designed to help fundraisers with less than 4 years of experience, this course will sharpen your skills and equip you with tools and knowledge for success. 
Early bird registration and deadline for scholarships is September 12, 2014. 

 Save the Date! 

October 9-10, 2014
Dallas Baptist University
3000 Mountain Creek Pkwy, Dallas, TX 75211

Important Dates

10/09-10/14: Fundamentals of Fundraising Course

10/30/14: National Philanthropy Day Luncheon

One of the great benefits of membership in AFP it the opportunity to learn from experienced professionals through the Mentor - Mentee Program. 


These personal matches help form relationships that are lasting.


If you're an experienced professional and would like to become a mentor, please let Craig Schaefer know and he'll get you matched!


For those interested in being matched with an AFP Mentor, please register through the link below:


Click on this link and complete the mentoring form, returning it to the AFP office.  Matches will be made as soon as possible depending on need and availability.

2014 AFP Web/Audio Conferences
Once again, your chapter is offering select offerings from the AFP 2014 Audioconference in partnership with the Center for Nonprofit Management West.
Sessions are available at $10 for AFP members, $15 for non-members.
Dates and subjects appear below.



Center for Non Profit Management West
2701 W. Berry Street
Fort Worth


11:30 a.m.-Networking
12:00 noon -1:30 p.m.
AFP Web/Audioconference and Brown Bag Lunch 



Wednesday, August 13

Opening the Door to Major Gifts: Mastering the Discovery Call
John Greenhoe, CFRE

Wednesday, October 8

Incorporating Stories Into Your Fundraising Program
Leah Eustace, CFRE


Wednesday, December 10

Small Shop Success: Building Something from nothing Starting a Well-Rounded Development Program
Amy Wolfe, MPPA, CFRE

Register? Questions?

Contact Linda McMillan at

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This scholarship is open to AFP Fort Worth Metro Chapter members. The scholarship will reimburse $250 to a member who has paid for either the CFRE review course or the exam.

For more details and application, please visit our website and search the Member Resources tab - .


Do you know someone that is new to fundraising? 


If so, send them our way July 15th, 2014!

Pursuant is excited to announce its newest training class where those new to the fundraising world will learn the core components on how to become a Fundraiser in a Day. Join Rachel Muir, vice president of Training at Pursuant as she helps set your new hires up for success. During this one-day training session attendees will: 

  • Be introduced to the philanthropic and nonprofit landscape
  • Discover important trends in giving and how they inform fundraising strategy
  • Learn to identify prospects using linkage, ability and interests
  • Introduce them to a system for cultivating your donors
  • Help make a powerful case for support
  • Ask, close and steward the gift to delight your donors and steadily increase their giving.  

Equip your new hires with the skills and knowledge that will become the foundation of their fundraising career.  

If you are interested in attending or sending a friend to the session, please register online at  


Seating is limited to 25 per class.


Full participation in the Fundraiser in a Day session is applicable for 6 points in Category 1.B - Education of the CFRE International application for initial certification and/or re-certification.