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April 26, 2017 Educational Program & Luncheon
Why All the Buzz about Donor Advised Funds?
It's no secret that giving to Donor Advised Funds has been, and continues to be, on the rise across the nation. Join us for an informative presentation by senior leaders at Communities Foundation of Texas, including Monica Egert Smith, Chief Relationship Officer, and Carolyn Newham, Senior Director of Donor Relations and Fund Administration, who will discuss the history and utility of this popular tool for charitable giving. You'll learn the do's and don'ts of donor advised funds, as well as the implications for fundraisers looking to match donors with their organization's mission. The CFT team will also share a few inspiring stories of the impact that grants from donor advised funds have had on our community.
Monica Egert Smith is Chief Relationship Officer of the Communities Foundation of Texas. As CRO, she leads a team that is on the front lines of cultivating new donor relationships, stewarding existing donor relationships, and communicating the CFT story. During Monica's tenure with CFT, she previously served as Senior Director of Strategic Philanthropy, where she served as a philanthropic advisor to CFT donors and fund holders on a variety of community needs and interest areas. In that role, Monica also led CFT's Grantmaking from the W.W. Caruth, Jr. Foundation, which makes transformational investments in the areas of education, public safety and medical research. Prior to joining CFT in 2008, Monica served as Senior Director of Community Services for The Dallas Morning News and WFAA-TV. Monica earned a bachelor's degree in journalism from The Ohio State University.
Carolyn A. Newham is Senior Director of Donor Relations and Fund Administration of the Communities Foundation of Texas. Joining CFT in October 2011, Carolyn's responsibilities include is responsible for developing the overarching strategy and implementation of the CFT's work with professional advisors, private foundations, planned gifts, complex assets and fund holder prospects, developing and managing fund administration protocols and agreements, handling legal and compliance issues, and managing a portfolio of prospects and fundholders. Before CFT she worked five years at Dallas CASA as the Development and Finance Director, as well as positions with Texas CASA and the University of Tulsa. Carolyn received a Bachelor's degree in Psychology from the University of Oklahoma, and her law degree from the University of Tulsa.
Online registration closes on April 19, 2017 at 10 PM or when space sells out, whichever comes first. After that date, register by fax, mail or email using the downloadable registration form
, subject to space available.
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President's Message
Hello, Fellow Members,
Thank you for being a vital part of the Greater Dallas Chapter of AFP! And t
hank you to Rosalyn Dawson Thompson, President & CEO of the Dallas Women's Foundation, for her motivational presentation last month, Shattering Glass Ceilings: Women in Leadership. Be sure to join us on Wednesday, April 26th to learn from Communities Foundation of Texas experts Monica Egert Smith and Carolyn Newham about how Donor Advised Funds fit into your development plan.
You won't want to miss the upcoming 2017 DFW Philanthropy Conference featuring
Tom Ahern, a highly regarded expert on ensuring your donor communications are profitable. We are honored that four of your local AFP Greater Dallas Chapter board members are also sharing their expertise on a variety of topics. With nine session tracks and 36 sessions, ranging from Annual Giving to Executive Leadership, this conference offers anyone in your organization with relevant and motivating content to undergird your fundraising success. Be sure to register to attend on Friday, May 19th, at the Irving Convention Center. Early Bird registration ends on April 15th, so
click here to make your reservation today. Special thanks to our Presenting Sponsor
Clarkson Davis! Their investment provides an incredible opportunity to build your expertise and keep up with the latest philanthropic trends.
Thank you for choosing AFP Greater Dallas Chapter as your partner! We look forward to connecting with you.
Cordially,
Mary Freeman, CFRE, President
Greater Dallas Chapter AFP
Greater Dallas AFP President Mary Freeman 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 so you'll keep receiving information about upcoming chapter events and opportunities.
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News & Events
The Greater Dallas Chapter AFP has earned the 2016 Friends of Diversity designation from AFP International. Our chapter will be recognized during the Chapter Presidents Council meeting at the International Conference on Fundraising in San Francisco, CA on Sunday, April 30th.
Paul Dunne, CFRE, has started his own company, thinkpadsolutions.com. Congratulations, Paul!
Karen K. Martin is the new Executive Director of Serve Denton, congratulations, Karen!
Event planners can
click here for a complimentary registration to
Partyfest 2017, April 5th, 11 AM to 4 PM at Dallas Market Hall. Use promo code PF17 to attend this invitation-only event.
presents "Texas Philanthropy: Overview of Grantmaking by Private and Community Foundations in DFW and the Southwest" on April 6th, 9-11 AM at the Texas Scottish Rite Hospital.
Register here.
The
Dallas Council of Charitable Gift Planners will host a networking evening and ethics seminar on April 24th at the University of Dallas Gupta College of Business, 5-7:30 PM.
www.dallascharitablegiftplanners.org.
The
Senior Source is presenting a free workshop, "Are you prepared to have The Conversation?" about end of life planning and understanding the connection between financial preparedness and healthcare."
Register here.
Click here to register for "How to Get the Conversation Started," with Michael George and Kent Weimer, presented by the
Dallas Council of Charitable Gift Planners. Greater Dallas AFP members can register at member rate.
Click here to participate in a University of Texas McCombs Business School
research project survey of fundraising strategies.
Click here to read more about the AFP's 54th International Fundraising Conference in San Francisco, April 30th-May 2, 2017, at the Moscone Center West.
The Bush School NonProfit Management Program offers a two-day "Executive Leadership in Nonprofits" program, May 23-24, 2017.
Click here
for more information.
Benevon presents a free workshop, "Creating Sustainable Funding for Your Nonprofit," on April 25th, 3-4:30 PM at the Hilton Park Cities.
Click here to RSVP, space is limited.
Earn your Nonprofit Management Certificate through CNM Connect.The program features seven full-day sessions that provide in-depth instruction on the key components of the operation of nonprofit organizations. Click here for more information and to register.
Click here for a list of educational opportunities offered by AFP International.
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Welcome, New Members
Helena L. Banks, American Heart Association
Matthew Foster, American Heart Association
Amy Souders Gill, Volunteers of America Texas
Susan Wells Jenevein, Wells Jenevein
Jasara Jones, American Heart Association
Rosa Langley, Dallas Contemporary
Kate LoSecco, Texas Health Resources Foundation
Allison Mayberry, United States olympic and Paralympic Foundation
Lucy McGuigan, Bcworkshop
Bill Scott, Resource Center
Craig Shaver, Sky Ranch, Inc.
Rebecca Campbell Watkins, Nasher Sculpture Center
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