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Greater Dallas Chapter E-Newsletter                                                        January 2015   
In This Issue
News of Note
2015 Officers & Directors
Welcome New Members
Chapter Contact Information
President's Message
Job Listing Service
News of Note


 
The deadline to submit a proposal to speak at the 2015 DFW Philanthropy Conference is January 10th! Click here for more information and the online application.

 

Click here to view the 2015 program schedule and registration details for the North Texas Chapter of the Partnership for Philanthropic Planning.

 

Click here to view the schedule upcoming events at the Center for Nonprofit 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 www.thefundraisingsummit.com.

FindAccountingSoftware.com 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)  afpchapteroffice@afpdallas.org.

  
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Moving? Changed Jobs?  
When your title, employing organization and/or mailing address, email address or any other contact information changes, you must go to
www.afpnet.org 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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2015 Board of Directors

OFFICERS   

Diana Marquis, CFRE,

President

Sue Bailey,

Immediate Past President

Judy Wright,

President-Elect

Melanie Perkins,

VP/Administration

Larry Crouch, CFRE

VP/External Affairs

Jennifer Pearson, CFRE

VP/Professional Advancement

Tori Correll, CFRE,

VP/Membership

Mary Freeman, CFRE, 

Treasurer 

 Leslie Clay, 

Secretary

 

 DIRECTORS   

Stephanie Brigger, Programs Chair
Ashley Chellgren, At Large

Janet Davis, CFRE, At Large

Sarah Elliott, 2015 NPD Chair

Amber George,
Public Relations Chair

Darrin Goldin, JD, Governance Chair
John Honaman, CFRE,
Youth in Philanthropy Chair

Holly Hull Miori, AFP Now! Chair

Kimberly Humphries, CFRE, At Large

Mary Kardell,
Executive Conversations Chair

Deborah Montonen, CFRE, At Large
Jan Murfield, CFRE,
2015 DFW Conference Chair
Carrie Nelson, CFRE,
Hospitality C
hair 

Anne Robillard, CFRE,
New Member Orientation Chair

Luanne Samuel, CFRE,
Scholarships Chair 

Jessica Weidman, Mentor Chair

Shawn Wills, CFRE, Diversity Chair

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

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Welcome, New Members!

Kelly Atwood
UT Arlington
 
Whitney Everley
Tax Foundation

Lindsay Flowers
KERA

Aimee Baillargeon Griffiths
Rainbow Days, Inc.

Aisha McClendon
Girl Scouts of Northeast Texas

Michele Myers
KERA

Casey Rauschuber
KERA

Jim Reid
Momentum Texas Inc.
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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

 

 

 

  

 
  
JANUARY LUNCHEON MEETING

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 www.afpdallas.org.

Click here to register for the Executive Conversation with Bryan Clontz later that day at Texas Scottish Rite Hospital.
PRESIDENT'S MESSAGE
Diana Marquis
Dear Greater Dallas AFP Members,

 

As we enter the first quarter of the New Year, it's a great time to plan for 2015-16. Your Board of Directors will be doing just that later this month. Every year we plan, strategize and set goals for the upcoming year. I invite you to email your ideas, suggestions and recommendations regarding the Greater Dallas AFP Chapter and how we can better serve our members. Have you heard a speaker at a conference or seminar that you think would be great for one of our monthly programs? Send me that name. Is there a program topic that you would like presented? What can we do to attract new members and sustain that membership? Your input will be appreciated. My email is dnmarquis@yahoo.com.

 

Continuing with my theme of planning, I hope you have already signed up for our new Professional Development Subscription. Members asked us to make it easier to register for our monthly educational luncheon meetings, so we are kicking off 2015 with an annual subscription offer that includes pre-registration for eight monthly luncheon programs, five webinars and special discounts for other Chapter events. Not only will you save money, you'll save time each month. Check out the details on our website and sign up.

 

January will give you two opportunities to learn more about Planned Giving. Bryan Clontz will be here from Atlanta to speak at our educational luncheon meeting on January 28th, and he will present an entirely different program the next day, Thursday, January 29th at The Dallas Foundation. We appreciate The Dallas Foundation for collaborating with us to bring Mr. Clontz to Dallas.

 

Remember that Wednesday, March 4th, is Texas Legislative Action Day in Austin. The goal is to raise legislator awareness about AFP Texas and our values in community impact and ethical fundraising. Join your fellow fundraisers from across the state as we meet with legislators about making a difference through charitable giving.

 

March will be a busy month! The AFP International Conference will be held in Baltimore, Maryland, March 29-31, 2015. Registration rates go up after January 30, 2015.

 

Greater Dallas AFP is your chapter and your input and involvement are important. We are resources to and for each other. Do not hesitate to approach the members of the Board or any AFP member if you have a question or concern. Do not hesitate to bring your boss or colleague to our monthly educational programs. No matter which nonprofit organization you work for, our job as professional fundraisers is to make our community a better place for all people to live. The Greater Dallas Chapter AFP is here to support you.
 

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 www.afpnet.org  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

The College of Music at the University of North Texas seeks a Development Associate. Must have experience at event/activity organizing and experience in fundraising supporting music organizations. View description and apply at www.hr.unt.edu, click "Job Opportunities," click "Administrative/Professional/Technical."

 

Girl Scouts of Northeast Texas seeks a Grant Manager. 3 years grant writing and contract administration experience, including a comprehensive understanding of nonprofit grant writing, outcomes and financial reporting requirements. Application deadline January 9, 2015. Go to www.gsnetx.org and click the "Career" tab.

Trinity Mother Frances Hospitals and Clinics in Tyler, Texas seeks a Children's Miracle Network Development Officer. Associate's degree, one to two years development/fundraising/ communications or marketing experience, familiar with Microsoft Office Suite and Adobe Acrobat, have dependable transportation. Apply online at www.tmfjobs.org or contact their recruitment team at jobs@tmfhc.org for more information.

Trinity Mother Frances Hospitals and Clinics in Tyler, Texas seeks a Constituent Research Manager. Professional membership in APRA or similar research organization. Bachelor's degree in business administration, 2-3 years experience in development/fundraising environment. Experience with Raiser's Edge, Blackbaud suite, and web research, including prospect research tools, Adobe Acrobat and Import-Omatic. Apply online at www.tmfjobs.org or contact their recruitment team at jobs@tmfhc.org for more information.

Trinity Mother Frances Hospitals and Clinics in Tyler, Texas seeks a Development Officer. Professional membership in AFP, bachelor's degree in business administration, 2-3 years experience in development/fundraising environment. Familiar with Raiser's Edge, Blackbaud suite, Internet prospect research tools and Adobe Acrobat. Apply online at www.tmfjobs.org or contact their recruitment team at jobs@tmfhc.org for more information.

Planned Parenthood of Greater Texas seeks a Chief Development Officer, Dallas or Austin. Bachelor's degree required, MBA/MS/MA desired. 14 years professional-related experience. Minimum 8 years experience as as a senior leader and/or consultant in a fund raising environment. Previous supervisory experience required, background in women's health, non-profit fundraising and/or public relations strongly desired. CFRE desired. Flexible hours include some evenings and weekends. Travel required. Apply online at www.ppgreatertx.org.

University of North Texas seeks a Director of Regional Programming. For more information and to apply, go to http://apptrkr.com/556875.

University of North Texas seeks a Senior Director of Development for the College of EngineeringFor more information and to apply, visit: http://apptrkr.com/557091.

The Texas Public Policy Foundation seeks intern candidates. information at www.texaspolicy.com/employment.

Christian Community Action seeks a Foundation Relations Officer. For information and how to apply, email classie.pierre@ccahelps.org.

Resource Center seeks a Development Event Manager. College degree and a minimum of 2-3 years of professional fundraising experience which includes special events/sponsorships. Previous experience with donor databases, special events and one-on-one relationship building expected. Strong computer skills and knowledge of Microsoft computer applications required. Frequent evenings and weekend hours. Must be able to drive and have a current operator's license. To apply submit resume, cover letter and salary requirements to chernholm@myresourcecenter.org.

The Choice Scholarship Fund seeks a Fundraiser - Events. CFRE, proof of surety bond or hospitality degree. Application deadline February 15, 2015. Submit a letter of interest to president@thechoicescholarshipfund.org along with a resume that includes your primary email address. An email will be sent with a full job description.

The Choice Scholarship Fund seeks a North Regional Program Implementation Coordinator. Two year degree or 3 years experience in a supervisory setting. Application deadline February 15, 2015. Submit a letter of interest to president@thechoicescholarshipfund.org along with a resume that includes your primary email address. An email will be sent with a full job description.

The Choice Scholarship Fund seeks a North Regional Program Development Coordinator. Two year degree or 3 years experience in a supervisory setting. Application deadline February 15, 2015. Submit a letter of interest to president@thechoicescholarshipfund.org along with a resume that includes your primary email address. An email will be sent with a full job description.

The Choice Scholarship Fund seeks a Gulf Coast Regional Program Implementation Coordinator. Two year degree or 3 years experience in a supervisory setting. Application deadline February 15, 2015. Submit a letter of interest to president@thechoicescholarshipfund.org along with a resume that includes your primary email address. An email will be sent with a full job description.

The Choice Scholarship Fund seeks a Gulf Coast Regional Program Development Coordinator. Two year degree or 3 years experience in a supervisory setting. Application deadline February 15, 2015. Submit a letter of interest to president@thechoicescholarshipfund.org along with a resume that includes your primary email address. An email will be sent with a full job description.

University of North Texas seeks a Senior Director of Development for UNT Alumni RelationsFor more information and to apply go to http://apptrkr.com/562441.

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.