Association of Fundraising Professionals - Fort Worth Metro Chapter Newsletter
January 2015

January Chapter Meeting & Luncheon
Our Meeting Location Has Changed! Please make note of the new location below!
 Monday, January 12, 2015 
11:30 a.m. - 1:00 p.m.

 The Fort Worth Club
12th Floor - Trinity Ballroom
306 West Seventh Street
Fort Worth, TX 76102
Driving Directions 

*Parking Information: While valet parking will no longer be complimentary, we have been given a 50% discount, which means it will only be a small fee of $3.00 per vehicle!
January Program Topic:
Charitable Gift Planning and Emerging Trends

Presented By:
Dr. Russell James, J.D., Ph.D., CFP Texas Tech University

About the Presenter:
Russell James, J.D., Ph.D., CFP is a professor at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning and also teaches Charitable Gift Law at the Texas Tech University School of Law. He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review. 

While in law school he received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on the topic of charitable giving. He worked as the Director of Planned Giving for Central Christian College, Moberly, Missouri for six years and later served as president of the college for more than five years, where he had direct and supervisory responsibility for all fundraising. During his presidency the college successfully completed two major capital campaigns, built several new debt-free buildings, and operated in the black every year after having operated in the red for 10 of the 11 previous years.

Dr. James has over 100 publications in academic journals, conference proceedings, professional periodicals, and books including 20 on neuroimaging and nuero-economics. He has been quoted in a variety of news sources including The New York Times, The Wall Street Journal, CNN, MSNBC, CNBC, ABC News, U.S. News & World Report, USA Today, the Associated Press, Bloomberg News and the Chronicle of Philanthropy.

Dr. James also will be in Fort Worth on January 30 for the Association of Philanthropic Counsel (APC) Forum. AFP Fort Worth Metro Chapter Leadership Circle members (15 + year fund development experience) are invited to the Forum for breakfast and a more in-depth presentation and conversation with by Dr. James. Contact the chapter office for more details.

Lyn Downing, CFRE
  President's Message  





2014 is history and 2015 awaits us.  Such excitement is in the air.  And change.  As we mentioned at the December meeting, we are moving our luncheon location.  The Omni has been great, but they were unable to accommodate our meeting schedule.


So we are moving to the Fort Worth Club.  Our meetings are on the second Monday of each month, so mark your calendar for January 12 at 11:30 AM.  We will meet in the Trinity Room on the 12th floor.  Our luncheon prices for members and guests will remain the same for the time being, and the only real change is that there is no valet parking at the FW Club.  So be prepared with come cash as you exit the parking garage.  We will have a reduced rate , probably around $3.00 for the luncheon attendees.  Plan to arrive as close to 11:30 as possible, as the other option is surface parking about two blocks from the Club.


Making the most out of your membership

Along with the local benefits of connecting with fellow fundraisers and attending programs close to work, we have many resources available to us through AFP International.  When workday conversations turn to subjects you may need help with, one of the first places you can go is to the AFP International website.  If you don't find what you need in their online library then you can submit a research request. You will receive an email with links to relevant resources and examples.  Click on the link below to find out more about AFP Resource Center. 


It means a lot to a manager that AFP exists not just for the individual members but as a resource for the organization.  This is a free service for AFP members.


Looking ahead to 2015

Thank you for your time and commitment as a member of the Fort Worth Metro Chapter and please feel free to share feedback. I look forward to seeing everyone in the New Year at the January 12th program at the Fort Worth Club.  Program details are in this newsletter.




Lyn Downing, CFRE

Alzheimer's Association

[email protected]

Welcome To Our New Members

So glad you have joined us!  Let us know what we can do for you.  That's why we're here.
David DeanSt. John the Apostle Catholic School
Adam M HunterGirl Scouts of Texas Oklahoma Plains
Kayla SchroederPregnancy Help 4 U
Stephen Sullivan Jr, MBAHoward Payne University
Brian A WhiteAISD Education Foundation
Mark WoolvertonGrapevine Relief and Community

2015 Programs Announced!
The Chapter's program committee has been hard a work scheduling a top notch line up of programs for 2015. Mark your calendars now and plan to attend ALL of the membership luncheons and special programs.
  • January 12, 2015 
    • Charitable Gift Planning and Emerging Trends, Dr. Russell James, PhD, Texas Tech University
  • February 9, 2015
    • Social Media, The Balcom Agency
  • March 9, 2015
    • Fundraising Jeopardy, Larry Hostetler
  • April 13, 2015
    • Events, Lerii Smith, Your Project Partners
  • May 11, 2015
    • Donor Relations Guru, Lynne Wester
  • June 12, 2015
    • DFW Philanthropy Conference, Irving Convention Center
  • July 13, 2015
    • Grant Writing
  • August 10, 2105
    • A Day with Simone Joyeaux 
  • September 14, 2015
    • TBD
  • October 12, 2015
    • TBD
  • November 2015
    • National Philanthropy Day
  • December 14, 2015
    • TBD
Register NOW for the 2015 International Fundraising Conference!

Being a fundraiser means more than just raising funds.

It's about being part of one of the rising professions in the world, dedicated to improving the quality of life in our world. 


Fundraising is about you. 


That's why in 2015 AFP's International Fundraising Conference is changing to focus on one thing-you. No fundraiser is alike, just like no cause or fundraising campaign is alike.


Fundraising is about what you want it to be-what you want to focus on and where you want to take your career, your sector and your imagination.


Where will Fundraising take you in 2015? Hopefully to Baltimore, to the world's largest gathering of professionals dedicated to building the charitable sector - 

"The International Fundraising Conference."


Register NOW!

2015 AFP DFW Conference


Mark your calendars, the 2015 AFP DFW Philanthropy in Action Conference will be on Friday, June 12, at the Irving Convention Center.


The conference planning committee is in need of volunteers from the Fort Worth Chapter.  All committees need help, including Guest Relations.  If you have any interest please contact Larry Bisno, Conference Co-Chair at 972-322-5754 or at [email protected].


Important Dates

01/12/15: January Members Luncheon

02/09/15: February Members Luncheon

03/09/15: March Members Luncheon

04/13/15: April Members Luncheon

05/11/15: May Members Luncheon

06/12/15: DFW Philanthropy Conference

07/13/15: July Members Luncheon

08/10/15: August Members 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 Roger Partridge, CFRE 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.

2015 AFP Web/Audio Conferences
Are you looking for a high quality, low cost, convenient fund raising educational source? 

Once again, your chapter is offering select offerings from the AFP 2015 Webinars 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 Webinar and Brown Bag Lunch 

Wednesday, February 18th 
Topic: Making Each Rung Count: How to Build a Donor Ladder That Goes From Annual Gift to Ultimate Gift Michael Delzotti   

Wednesday, April 15th  Fundraising on a Shoestring (Fundraising for Those with No Time to Fundraise) Alice Ferris, ACFRE & James Anderson 

Wednesday, May 20th
Engaging Your Board in Fundraising for the Small Shop Sandy Rees, CFRE 

Wednesday, September 16th 
In It for the Long Haul: How Donor Retention and Major Gifts Can Transform Your Nonprofit James Greenhoe, 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 - .


Fundamentals of Fundraising Scholarship 

 This scholarship application is open to AFP Fort Worth Metro or Dallas Chapter members.  Awarded scholarships provide the registration fee for the annual Fundamentals of Fundraising two-day course,

which offers a complete overview of the development foundation and is sponsored by the Fort Worth Metro and Dallas Chapters. 

Applications are available on our website -




AFP Diverse Communities Scholarship

As a community of inclusion, the Association of Fundraising Professionals seeks, embraces, and engages diverse individuals, groups, and organizations with a broad representation of experiences, perspectives, thoughts and cultures within the fundraising profession. Through this strategic initiative, AFP is committed to activities that increase awareness of diversity issues.


As part of this commitment, AFP has created a diversity scholarship program to provide financial assistance for the professional development of AFP members who are themselves members of a diverse community, or are employed by grassroots organizations that primarily serve diverse populations. 

Additional information is available on our website -




Moving? Changed Jobs? 
Moving? Changed Jobs?  
When your title, employing organization and/or mailing address, email address or any other contact information changes, you must go to and update your personal membership record. Any local updates would be overwritten when we import the latest national spreadsheet into our database.