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Check out the latest Greater Dallas AFP newsletter for the latest information about chapter events, President's Message, newest members, and much more. Use the button below to sign up for our monthly newsletter!
Tuesday, August 18, 2026
AFP Donor-Advised Fund Essentials
— Maximizing the Power of DAFs
| Presenter(s): | Dr. Sandra Ehrlick, CFRE & Mike Buckley, CFRE |
| Event Details: | Donor-advised funds (DAFs) are gaining popularity as a giving strategy in the United States, with rapid growth in both users and assets. However, many fundraisers lack clarity on how exactly they work and their benefits. Go deeper into DAFs with AFP's Donor-Advised Fund Essentials Workshop! This program is offered at a discount thanks to the support of the AFP Foundation for Philanthropy. More information on the class can be found here. Curriculum is 4 hours. Free parking. This program is made possible thanks to generous funding of the AFP Foundation for Philanthropy. 
About Dr. Sandra Ehrlich, CFREA preeminent leader in the philanthropic sector, Dr. Sandra G. Ehrlich is a management, leadership, and fund development consultant with more than 35 years of increasing responsibility in the private and public sector. As President of Sandra Ehrlich Consulting, LLC, she assesses, guides, and moves national corporate and nonprofit clients to a higher level of achievement and performance. Working alongside her clients, she has raised more than $100 million for worthy causes. Sandra is a Past President of the AFP Alaska Chapter. For her vital contributions and exemplary leadership, she received the coveted Outstanding Professional in Philanthropy award from the AFP Alaska Chapter. An AFP Certified Facilitator and dedicated nonprofit advocate, Sandra is a catalyst for excellence. As Alaska's CFRE International Ambassador, she advises, supports, and mentors fundraising professionals across Alaska and the Pacific Northwest. 
About Mike Buckley, CFREPrior to founding The Killoe Group, a fundraising consulting firm based in New York, Mike Buckley, CFRE spent nearly two decades in various leadership fundraising roles in both higher education and animal welfare. He is a Certified Fund Raising Executive (CFRE), having met a series of standards set by CFRE International which include tenure in the profession, education, and demonstrated fundraising achievement for not-for-profit organizations. Mike is also a Certified Facilitator through the AFP Faculty Training Academy. Mike has been an invited speaker at several regional and national conferences including the International Conference on Non-Profits (AFP ICON), the Association for the Advancement of Animal Welfare Advancement, the Northeast Annual Giving Conference, Mid-South Philanthropy Conference, and Fundraising Day in New York. In his keynote presentations and workshops, Mike makes content relevant and applicable through recommendations based on data and experience, relatable anecdotes, and an engaging sense of humor. |
| Venue: | AJC Dallas Hillcrest Tower 12700 Hillcrest Rd. Dallas, TX 75230 1st Floor Conference Room |
| Cost: |
$35 each — Event - Non-Member $20 each — Event - Member |
| Time: |
7:30:00 AM - Networking 8:00:00 AM - 12:30:00 PM - Program : AFP Donor-Advised Fund Essentials |
Wednesday, August 26, 2026 Luncheon
| Guest Speakers: | Paul A. Dunne, CFRE - CEO & Founder, The NonProfit Group |
| Program: |
Major Gifts: Identifying The "YES" You Are After The first step of major gift fundraising is determining the "yes" you're looking for!
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| Venue: | The Gild (South Tower), Room M1008 8150 N Central Expressway Dallas, TX 75206 |
| Cost: |
$50 each — Luncheon Program - Non-Member $35 each — Luncheon Program - Member $30 each — Emerging Leader (age 35 and under or less than 5 years as a fundraising professional, member or non-member) |
| Registration: |
Register Online Here. Alternatively, you may download the reservation form and fax it in. (For security purposes we urge you NOT to email this interactive PDF form with your credit card number on it back to us. Instead, please snail mail, fax to 972-490-4219, or print out and scan before sending with your credit card information.) Online registration closes on Monday, August 24, 2026 at 10 PM. Online registration accepts credit cards only. To pay by check, mail or fax in the downloadable registration form. |
| Register Now | |
| Time: |
11:30:00 AM - Networking 12:00:00 PM - 1:00:00 PM - Program : Major Gifts: Identifying The "YES" You Are After |
Wednesday, September 23, 2026 Luncheon
| Guest Speakers: | Roger Ali, MBA, C.Dir., CFRE, Chair, AFP Global Board of Directors |
| Program: |
Campaign Readiness & Strategy This mastery level session is designed for experienced fundraising professionals, executive leaders, and board partners who are preparing for significant capital or capacity campaigns and seeking to refine their strategic approach. Campaign success is determined well before the public launch. In this advanced conversation, Roger Ali will guide participants through a rigorous examination of campaign readiness, emphasizing governance alignment, organizational stability, prospect pipeline strength, resource capacity, and internal systems. Participants will analyze the strategic purpose and methodology of feasibility studies, including how to interpret findings, navigate divergent feedback, and translate results into disciplined quiet phase planning. The session will also explore advanced approaches to constructing a compelling, investment-grade case for support and aligning board leadership around realistic timelines, gift expectations, and accountability measures. Emphasis will be placed on expectation management, strategic communication, and maintaining donor confidence throughout the campaign lifecycle. Participants should have prior campaign or major gift experience. This session will move beyond foundational concepts and focus on high-level strategy, risk mitigation, and leadership decision-making that position campaigns for sustainable success. At the conclusion of this session, participants will be able to:
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| Venue: | The Gild (South Tower), Room M1008 8150 N Central Expressway Dallas, TX 75206 |
| Cost: |
$50 each — Luncheon Program - Non-Member $35 each — Luncheon Program - Member $30 each — Emerging Leader (age 35 and under or less than 5 years as a fundraising professional, member or non-member) |
| Registration: |
Register Online Here. Alternatively, you may download the reservation form and fax it in. (For security purposes we urge you NOT to email this interactive PDF form with your credit card number on it back to us. Instead, please snail mail, fax to 972-490-4219, or print out and scan before sending with your credit card information.) Online registration closes on Monday, September 21, 2026 at 10 PM. Online registration accepts credit cards only. To pay by check, mail or fax in the downloadable registration form. |
| Register Now | |
| Details: | |
 With more than 20 years of experience in the nonprofit sector, Roger D. Ali is a seasoned professional with deep and broad experience as a fundraising executive, administrator and consultant. Roger is a major gifts strategist with a proven track record of leading teams and comprehensive fundraising and marketing programs. He is an independent consultant specializing in governance, major gifts, campaign fundraising strategy, and staff coaching, and also serves as a Senior Associate with S. Sutton & Associates Inc. His work with nonprofit organizations across Canada and the United States has helped build robust fundraising programs that have generated millions of dollars. He has designed and supported both small-scale and complex fundraising campaigns, providing strategic guidance that strengthens organizational capacity and long-term philanthropic success. Roger holds a Chartered Director (C. Dir) designation in Governance from the DeGroote School of Business, McMaster University; an MBA from Athabasca University; a Post Graduate Certificate in Administration and Management and is a Certified Fundraising Executive since 2000. He has continued executive level education at Harvard and Stanford Universities. He serves on the board of directors of Imagine Canada and is the Secretary and Chair of the Governance and HR Committee. He is currently Chair of the Association of Fundraising Professionals (AFP) Global board. He is a Past Chair of the AFP Foundation for Philanthropy Canada; past President of the AFP Golden Horseshoe Chapter, where he was awarded the Recipient of Outstanding Leadership Award in 2017, and past Board Member and past Congress Chair of the AFP Toronto Chapter. |
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| Time: |
11:30:00 AM - Networking 12:00:00 PM - 1:00:00 PM - Program : Campaign Readiness & Strategy |
Wednesday, October 28, 2026 Luncheon
| Guest Speakers: | Jeff Serrano, CDE, CNC, 360° Corporate Engagement Consulting, LLC |
| Program: |
A 360° Perspective on Corporate Giving: What Nonprofits Need to Know E. Jeff Serrano, CDE, CNC, founder and president of 360° Corporate Engagement Consulting, LLC will host a panel of corporate philanthropy leaders for an inside look at how funding decisions are really made. This conversation will move beyond theory and explore what truly influences corporate giving—from alignment with business priorities to the internal dynamics that shape decision-making. |
| Venue: | The Gild (South Tower), Room M1008 8150 N Central Expressway Dallas, TX 75206 |
| Cost: |
$50 each — Luncheon Program - Non-Member $35 each — Luncheon Program - Member $30 each — Emerging Leader (age 35 and under or less than 5 years as a fundraising professional, member or non-member) |
| Registration: |
Register Online Here. Alternatively, you may download the reservation form and fax it in. (For security purposes we urge you NOT to email this interactive PDF form with your credit card number on it back to us. Instead, please snail mail, fax to 972-490-4219, or print out and scan before sending with your credit card information.) Online registration closes on Monday, October 26, 2026 at 10 PM. Online registration accepts credit cards only. To pay by check, mail or fax in the downloadable registration form. |
| Register Now | |
| Time: |
11:30:00 AM - Networking 12:00:00 PM - 1:00:00 PM - Program : A 360° Perspective on Corporate Giving: What Nonprofits Need to Know |
Thursday, November 12, 2026
National Philanthropy Day
Support the Association of Fundraising Professionals
Click here to make a donation to the Greater Dallas Chapter.
Click here to learn about / make a donation to AFP Founcation's BE the CAUSE fund.
The AFP Greater Dallas Chapter is committed to the principles of inclusion, diversity, equity, and access (IDEA). These principles influence our decision-making, planning, programming and member engagement.
We define diversity as the meaningful recognition and valuing of individual and collective differences in identities, perspectives, traditions, abilities, and life experiences.
We are committed to growing an accessible organization where all members can see their contributions treasured, perspectives respected, and culture valued.
Thanks to Madeleine Crouch & Co., Inc. for its sponsorship of the AFP Greater Dallas Chapter website.
