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

April Chapter Meeting & Luncheon
Our Meeting Location Has Changed! Please make note of the new location below!
 Monday, April 13, 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: 

You will be given a discount on the 

General Club Garage Parking Rates if you bring your parking garage ticket to the luncheon registration desk to get stamped. This stamp will reduce your parking fee to $3.00 per vehicle! 


There is additional parking available at The Fort Worth Club "P1" Off-Site Parking Lot, located on the corner of 6th Street and Lamar Street. In the event that there is not an attendant at the P1 lot, the "code" that you would need to enter would be #139, this will give you the $3.00 per vehicle discount. 


Program Topic: 10 Steps to Transitioning from Major Event Fundraising to Mission-oriented Campaign Fundraising | 
Presented By:  Lerii F. Smith, CFRE 
Are your major fundraising events losing steam?  
Are your most loyal donors/sponsors/attendees asking for something different?
Would you like to raise more money while drastically reducing those fundraising event expenses? Does your organization need to refocus attention to your important mission in our community? If so, please join us to learn ten steps to transitioning from major event fundraising to mission-oriented campaign fundraising.

About the Presenter: Lerii F. Smith, CFRE 


Lerii F. Smith, CFRE, Founder and President of Project Partners has dedicated her 32-year career to advancing community causes. She has designed and developed fundraising programs resulting in millions of dollars of cash and in-kind donations of products, services and media. She has facilitated the work of more than 250 volunteer task forces, committees and boards of directors, and managed more than 1000 events. Lerii has built scores of new community programs, and communicated and coordinated directly with hundreds of internal and external audiences. With a twenty-year track record of fundraising and community engagement success, her consulting and project management firm, Project Partners, has served more than 50 distinguished organizations to date, the majority of which return to Project Partners for multiple years and/or for multiple projects.


Prior to forming Project Partners in 1995, Lerii worked for the Fort Worth Chamber, the American Heart Association and the Texas Cooperative Extension Service. Her award-winning work, now spanning three decades, provides insights and expertise simply not found elsewhere.


Lerii is a 1983 honors graduate of Texas Tech University's College of Human Sciences, and was named a Distinguished Alumna of that college in 2006. Lerii currently consults, speaks, writes and directs a talented, committed team of professionals providing personable, dependable, results-oriented consulting and project management services for public, private, and nonprofit organizations who make a difference in our community.


Lerii and her husband of 29 years, Steve, have two children, ages 21 and 24. She volunteers for her church, the Fort Worth Chamber of Commerce, and numerous other nonprofit and educational boards and committees.


Lyn Downing, CFRE
  President's Message  

APRIL 2015 




Greetings AFP members. 


Happy Spring everyone.  It's time for Spring weather, Easter plans and looking forward to the AFP International Conference at the end of the month in Baltimore.  I sure hope there is NO SNOW!!


This conference is a wonderful opportunity to gain insight into best fundraising practices and a chance to meet colleagues from all over the world.  As chapter president, I am fortunate to represent our amazing chapter and be able to bring back new knowledge and contacts to Fort Worth.  Look for a report from my adventures next month. For more information and conference registration details, check out their website at


Need a conference option closer to home?  Please take a look at our home-grown DFW Philanthropy Conference which is scheduled for Friday, June 12th at the Irving Convention Center.  Attendance at this popular event has increased in recent years and committee planners are aiming for a record this year.  Scholarships are available for the conference, so take a look at the conference website at


Be sure to "like" the conference on Facebook.


My last educational plug will be for our monthly chapter meetings.  We hold ten meeting per year (always the second Monday of the month except for June and November).  Each session counts for one hour of continuing education credit and is a great way to gain hours for CFRE applications or renewals.  One aspect of our monthly meetings I'd like to mention is that the chapter underwrites a portion of the expenses to keep the cost to the individual member as low as possible.  Proceeds from the above mentioned DFW Philanthropy Conference help defray these extra costs. 


As always, please send me your thoughts or suggestions on how we can make the Fort Worth Metro AFP Chapter the best place for fundraising professionals in our community.




Lyn Downing, CFRE

Alzheimer's Association

Special Recognition

In recognition of valued participation in the AFP Fort Worth Metro Chapter, we are grateful to the following for their membership and longstanding commitment to a tradition of giving and sharing that is primary to the quality of life.

Michelle Mickey, CFRE - Member for 20 years

Craig R. Schaefer - Member for 20 years

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!
Kelley O'ConanFeed By Grace
Darla TateSusan G. Komen Greater Fort Worth
Ms. Christina LindseyTrinity Habitat For Humanity
Mrs. Summer ScheidemanTrinity Habitat For Humanity
Mrs. Lydia TrainaTrinity Habitat For Humanity

2015 Fort Worth AFP National Philanthropy Day
Nominations Are Now Open for the 2015 Fort Worth AFP National Philanthropy Day!

These awards will be presented at the 
Philanthropy Day Luncheon
on Tuesday, November 10, 2015 
at the Cendera Center in Fort Worth, Texas.

On behalf of the Greater Fort Worth Metro Chapter AFP, we invite your nominations for:

You can download the 2015 nomination applications by clicking the links above OR

Click Here to see a list of past honorees.

Visit the NPD Page at our website for more details!

Scholarship Opportunities


Money... free money! Get the picture?


2015 AFP Fort Worth and Dallas Chapter Scholarships
DFW Philanthropy in Action Conference- Conference Registration Scholarship- Deadline: April 25, 2015
Amount: up to $150

2015 AFP Fort Worth Chapter Scholarships

1. James R. Holcomb Certified Fund Raising Professional (CFRE) Reimbursement Scholarship- CFRE Review Course or CFRE Exam Reimbursement - Four scholarships available.
Deadline: Anytime Amount: $250

2. Bill McDanel Endowed Scholarship- Scholarship for Fundamentals of Fundraising course.
Deadline: Aug. 14, 2015. Amount: $350

3. Fundamentals of Fundraising- Annual Fundamentals of Fundraising two-day course.
Deadline: September 12, 2015 Amount: Based on need and available scholarship funds.

4. John A. Davis Scholarship- Applies to either DFW Philanthropy Conf., AFP Int'l Conf., Fundamentals of Fundraising, CFRE certification.
Deadline: November 15, Amount: up to $750

5. Chamberlain Scholarship- AFP International Conference.
Deadline: October 1, 2015 Amount: Most Registration and Travel Expenses

6. AFP DIVERSITY SCHOLARSHIP- For diverse communities for the AFP International Conference. 
Deadline: October 1, 2015 Amount: Most Registration and Travel Expenses

These are highlights of scholarships available to Dallas and Ft. Worth AFP Chapter Members. Some restrictions apply so please see our web site and then download an application. Thank you.




Don't miss out because you didn't check it out....see website for these and other scholarship opportunities.Look today! Apply today.

2015 CFRE Review Course

Wait No Longer! 
Take Action Now! 
Register for the CFRE Review Course Today!
Wednesday, June 10 to 
Thursday, June 11, 2015
Held at Insperity 545 John Carpenter Fwy, Irving, TX

In conjunction with the
2015 DFW Philanthropy in Action Conference

Hosted by the Greater Dallas and Fort Worth Metro Chapters of the Association of Fundraising Professionals

The AFP DFW CFRE Review Course has helped many development professionals prepare for and pass the CFRE test. The Course offers development professionals an opportunity to review the main components of a complete fundraising program in preparation for the CFRE Exam. Organized around the domains of the exam, it is a two-day, intensive program providing the overview of skills, techniques, and program components based on fundraising experience at the five-year level.


Topics include:

  • Why Philanthropy? An Overview of Fundraising & Its Concepts
  • Current & Prospective Donor Research
  • Marketing and Communications for Fundraising & Development
  • Developing a Comprehensive Solicitation Program
  • Building and Sustaining Relationships
  • Securing the Gift
  • Volunteer Involvement
  • Management
  • Accountability

Participants receive:

  • Participant manual containing test taking tips and sample exam questions provided by CFRE International
  • Approximately 14 hours of instruction
  • A certificate of completion at the end of the course

A head start for taking the CFRE Exam.


2015 AFP DFW Conference


You still have time...early bird registration for the 2015 DFW Philanthropy in Action Conference has been extended until 4 PM on April 10th.


Register today and save money! For those of you who are mailing/faxing in your registration, they must be postmarked or time stamped by the deadline.


Conference Highlights

Date: Friday, June 12, 2015

Location: The Irving Convention Center

Keynote: Featuring speakers Penelope Burk, author of Donor-Centered Fundraising and Donor-Centered Leadership; and Suzanne Smith, national storytelling expert and top-rated public speaker.


In addition to the early bird discount, did you know you can save even more by registering for the group member rate? Only one member of your group needs to be an AFP member.


And remember, the early bird really does get the worm! Everyone who registers by the extended deadline of 4 PM, April 10th will be entered into a drawing for a complimentary guest registration. Bring a friend, colleague or co-worker who your organization might not have been been able to send to the conference otherwise. So don't delay, register today - you could be a winner!

Make your plans now to attend the biggest educational and networking event of the year for fundraisers.


If you have any questions please contact Larry Bisno, Conference Co-Chair at 972-322-5754 or at



Do "a little" no one needs to do a lot later! 
The June Philanthropy in Action Conference needs volunteers now! You can make a difference while volunteering a little time each week or month leading up to the conference, while the Philanthropy in Action Conference Committee Members are doing the heavy lifting!  We have tasks and roles to fit your schedule.  Please step up and let us know if you're willing to give "a little" of your time. 

Contact the Logistics Chair at 


Important Dates

05/11/15: May Members Luncheon

06/12/15: DFW Philanthropy Conference

07/13/15: July Members Luncheon

08/10/15: August Members Luncheon

09/14/15: September Members Luncheon

10/12/15: October 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 

Tuesday, April 14th
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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2015 Chapter Programs

May 11

Program Topic: TBD

Presented by:  Lynne Wester, Donor Relations Guru 


July 13

Program Topic:  Grant Writing

Speaker:  Ann Rice


August 10 - Day with Simone Joyeaux

- Morning: "Making the Move to Top Management"

- Luncheon Meeting: "Getting the Board Involved in Fund Development"

- Afternoon: "Asking for the Gift Face-to-Face"



September 14

Program Topic:  Donor Retention: Current Rates are Plummeting!  What Can Every Fundraiser Do to Reverse the Trend?Presented by:  Chris Painchaud, Bloomerang



October 12

Program Topic:  Annual Fund - Beyond Direct Mail and Special Events

Presented by Panel:    Lisa Fellers, The Warm Place

                                    Angie Gallaway, Ronald McDonald House

                                    Natalie Houghton, Cook Childrens

                                    Janine Kraus, Texas Christian University

                                    Michelle Crim (moderator), Presbyterian Night Shelter

Target Audience:  Annual Giving, Gift Officers, Communications, Donor Relations


December 14 - Holiday Luncheon