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Greater Dallas Chapter E-Newsletter                                                        December 2014   
In This Issue
News of Note
2014 Officers & Directors
Welcome New Members
Chapter Contact Information
President's Message
Job Listing Service
News of Note


Congratulations to Rebecca Rhule, CFRE, on her new job as Director of Development at Dallas Zoo Management.

The Fundraising Summit is five days of free online seminars, January 5-9, 2015, presented by over 40 of the world's leading fundraising professionals. Details at

Grant Writing USA in partnership with the North Central Texas Council of Governments is presenting a two-day grants workshop in Arlington, December 15-16, with discounts for Greater Dallas Chapter members. has published results of its 2014 Fundraising Technology Trends Study.

"Gift Planning on the Run" is a 6-session course designed to assist you in implementing a gift planning program. Veteran gift planning professionals will lead classes and demystify charitable gift and estate planning. You will learn industry best practices and leave with plans and sample materials to get you started. Course held October 2014 through March 2015, second Tuesday of the month, from 8 to 10 AM, at the Parkland Foundation. Click here for more information. SPACE IS LIMITED.
Presented by the Partnership for Philanthropic Planning North Texas Chapter and the Greater Dallas AFP.

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)

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.
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2014 Board of Directors


Diana Marquis, CFRE,


Sue Bailey,

Immediate Past President

Judy Wright,

VP/External Affairs

Kimberly Humphries, CFRE,


Janet Davis, CFRE

VP/Professional Advancement

Luanne Samuel, CFRE,


Mary Freeman, CFRE, 


 Christina Moore-Salinas, CFRE, 

Secretary & 2014 NPD Chair  



Tori Correll, CFRE,
New Member Orientation Chair
Larry Crouch, CFRE,
Governance Chair

Sarah Elliott, Hospitality Chair

R. Michael George, CFRE, At Large

Darrin Goldin,
Youth in Philanthropy Chair
Cameron Hernholm, CFRE,
Public Relations Chair

Holly Hull Miori, AFP Now! Chair

Deborah Montonen, CFRE,
Scholarship Chair
Jan Murfield, CFRE, 2014 DFW Conference Co-Chair
Jennifer Pearson, CFRE,

Programs Chair 

Melanie Perkins, At Large

Anne Thomas,
Executive Conversations Chair 

Jessica Weidman, Mentor Chair

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



Welcome, New Members!
Leila Christensen Bergquist
Dini Spheris

Tracy Burnett

Ashley Chellgren
Teach for America Dallas/Fort Worth

Phil Elmore
Christian Care Centers

Robbie Esteban
Literacy Instruction for Texas

Willie Iles
Boy Scouts of America

Paul Kalil
American Heart Association

Erin Kincaid
Higher Hopes Consulting

Kimberly Martinez
The Elisa Project

Katie McKenna
Hunt Regional Healthcare Foundation

Cari Meggyesy
Teach for America

Brendan Okelly
Teach for America

Jillian Richardson
City Year

Holly Rio

Elizabeth Selzer
YMCA of Metropolitan Dallas

Lauren Trinka
Teach for America


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






Co-Sponsored with The Dallas Foundation

The Dallas Foundation logo
"Lessons Learned from 20 years of Successful Gift Planning"


Bryan K. Clontz, CFP�, CLU, ChFC, CAP, AEP

 Wednesday, January 28, 2015


11:30 AM - Noon: Networking

12-1 PM - Luncheon Program

 Arlington Hall at Lee Park

3333 Turtle Creek Blvd.

Dallas, TX 75219

 Save with early bird registration (received by January 21st):

$30 for AFP members, $45 for non-members

 After January 21st or registering on-site:

$40 for AFP members, $55 non-members


New for 2015! Professional Development Subscription,
click here for more information

Bryan Clontz  

Bryan Clontz is the founder and President of Charitable Solutions, LLC, specializing in non-cash asset receipt and liquidation, gift annuity reinsurance brokerage, gift annuity risk management consulting, emergency assistance funds and life insurance appraisals/audits. In the decade prior to founding Charitable Solutions, LLC in 2003, he served as the director of planned giving for the United Way of Metropolitan Atlanta, national director of planned giving for Boys & Girls Clubs of America and then as vice president of advancement at The Community Foundation for Greater Atlanta. He received a bachelor's of science in business administration from the College of Charleston in Charleston, SC; a master's degree in risk management and insurance from Georgia State University in Atlanta, GA; and a master's degree in financial services from the American College in Bryn Mawr, PA. He has given more than 2,000 presentations on charitable gift planning and community foundation topics and written a planned giving manual, Just Add Water.


Online registration closes on January 21, 2015 at 10 PM. After that date, register by fax, mail or email using the downloadable form posted at

Diana Marquis
Dear Greater Dallas AFP Members,


Here we are in the middle of the holiday season, approaching the end of the year and giving that final push to make our annual goal. How exhausting! What we need to lift our spirits and remind us of why we are fundraisers is the AFP Annual Holiday Luncheon. Join us Wednesday, December 10th at the lovely Communities Foundation of Texas headquarters. We have had great programs this year and this one is no exception.


We continue our tradition of presenting local philanthropists who are icons, social entrepreneurs and visionaries. Jean-Claude Saada is all of the above. He supports health, education and arts causes locally and internationally. I have no doubt his presentation will be fascinating.


In addition to our monthly programs I want you to mark Wednesday, March 4th on your calendar for Texas Legislative Action Day. During the first observance in 2013, AFP members learned how to be an advocate in a safe, collective and effective manner. The event also helped raise legislator awareness about AFP Texas and our values in community impact and ethical fundraising. Join your fellow fundraisers from across the state to hear from policymakers and advocacy experts, visit with legislators about charitable giving and community impact, and then debrief and celebrate at Scholz Garden.


Two years ago a few AFP members from the Dallas Chapter participated in Legislative Action Day. Our Chapter has nearly 400 members. I encourage you, I challenge you to exercise your right as a citizen to meet your lawmakers and let them know firsthand your concerns for your profession, for the nonprofit sector and for those Texans who depend on the services provided by our agencies.


March 2015 will be a busy month because March 29 - 31 are the dates for the AFP International Conference in Baltimore, Maryland, with keynote speaker Whoopi Goldberg.


It's an exciting time to be an AFP member. Your Chapter Board of Directors is working hard to present interesting educational programs, mentoring, scholarship and social opportunities for you, the member. You, too, can volunteer to work hard on an AFP committee. Just let any board member know you want to give back and help make your AFP Chapter even better.


Best wishes,


Diana Marquis

Greater Dallas AFP President

Greater Dallas AFP President Diana Marquis says "Stay in touch with your Greater Dallas AFP Chapter and don't miss news of important events and opportunities!" Changed jobs? When your title, business and/or mailing address, email, or any other contact data changes, be sure to go to  immediately and update your personal record. The Greater Dallas Chapter receives updates monthly, but if you only correct your information locally, it will be overwritten when we import the latest national spreadsheet into our local database.

Job Listing Service

International Justice Mission seeks a Director of Strategic Partnerships, Fort Worth & North Dallas. The successful candidate will raise $1,000,000 in his/her first year in the role and 20% more each subsequent year. Application deadline December 19, 2014. To apply and view full details go to

The United Negro College Fund seeks an Area Development Director. Bachelor's degree and 7 to 10 years fundraising experience. Must have unrestricted fundraising and event fundraising experience. Send resume to Questions? Contact Manny Diaz, HR Specialist,, 202-810-0202.

Promise House seeks a part-time Event Assistant. This position is currently temporary (January through June, 30 2015), but may be permanent with the right candidate. Up to 30 hours a week, flexible between 9 am and 5 pm. Candidates must have a bachelor's degree and minimum one year event planning/fundraising experience. Please submit cover letter and resume to


Dallas Zoo Management, Inc. seeks a Grant Writer Associate. Bachelor's degree in English, journalism, communications or related field. For job description and application go to

Dallas Area Habitat for Humanity seeks a part-time Manager of Annual Giving. Associate or bachelor's degree or equivalent. Raiser's Edge experience, proficiency in Microsoft Office programs, be able to lift up to 20 pounds, work some nights and weekends as necessary. Send cover letter and resume to with position in subject line. No phone calls.

American Red Cross seeks a Major Gift Officer. Bachelor's degree required, advanced degree preferred. Minimum 3 years major gifts leadership experience. Significant expertise with the area's funding community, progressive experience in successful development programs and knowledge of best practices in development. To apply go to

American Red Cross seeks a Senior Major Gift OfficerBachelor's degree required, advanced degree preferred. Minimum 3 years of major gifts leadership experience. Progressive experience in successful development programs and knowledge of best practices in development. To apply go to

American Red Cross seeks a Corporate Partnerships Officer.

Bachelor's degree required; advanced degree preferred.

Minimum 3 years of major gifts leadership experience. Significant expertise with the area's funding community highly desirable. Progressive experience in successful development programs and knowledge of best practices in development. To apply go to

Jubilee Park and Community Center seeks a Director of Development. Bachelor's degree required, 5 years experience with an organization of at least one million dollars, Blackbaud experience, knowledge of philanthropic circles. Submit resume and cover letter to


We Teach Science seeks a Development Officer. 3 to 5 years fundraising experience, extensive knowledge of philanthropy in Dallas/Fort Worth. Deadline February 1, 2015. Go to

Children's Cancer Fund seeks a Marketing & Events CoordinatorBachelor's degree from accredited college or university, preferred major in communications/marketing. Experience in event planning, volunteer management, marketing, PR, bookkeeping and office administration. Computer skills in Microsoft Office, desktop publishing skills and utilizing social media required. Email  for full job description and to submit your cover and resume.


UTMB Health seeks an Assistant Vice President for Alumni Relations and Annual Giving. Bachelor's degree and 8 years related experience, master's and 10 years experience preferred. Apply online at  for Job Opening ID #41420, or email resume to Audrey at


Alzheimer's Association seeks a Major & Planned Giving Officer Central Region Dallas & Houston Markets. Contact information and application instructions go to

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