November 17, 2022 @ 11:30 am – 1:00 pm
Harbert Center - Bruno Room
2019 4th Avenue North
November 2022 ALCGP Membership Meeting
November 17, 2022
Friends for life: Legacy giving stewardship
Legacy gifts (also known as planned gifts) provide the ultimate opportunity for a donor to leave their mark on an organization. If not stewarded properly over generations of fundraisers, these gifts can be reduced or even lost completely. In this session, learn how to best steward legacy gift donors over the long term.
• Assess philanthropy and gift planning in your organization for success against best practices.
• Discuss implementing the four pillars of donor relations to maximize relationship management.
• Determine ways a legacy society can assist in stewardship goals.
• Review and discuss case studies and next steps for success in your organization.
Lisa M. Chmiola, M.S., CFRE, has more than 20 years in philanthropic development. She has served in major gifts and gift planning roles in education (public and private) and religious institutions, following initial career experience in event-based philanthropy. As Chief Fablanthropist for Fablanthropy (the intersection of fabulous and philanthropy), she works with nonprofit organizations and fundraising professionals providing consulting, training, and coaching services, particularly on legacy giving strategies.An AFP Master Trainer since 2014, Lisa has presented at four AFP International Conferences, and a variety of AFP and other industry association regional conferences, chapter meetings, and webinars. She serves as an adjunct instructor in Communication at the University of Louisiana at Lafayette and in Rice University’s Center for Philanthropy and Nonprofit Leadership. Lisa is an active volunteer, serving on the U.S. Government Relations committee and the Emerging Leaders Task Force for AFP Global, as board member of the National Association of Charitable Gift Planners (and past president of the Houston chapter), as a committee chair for the AFP Baton Rouge Chapter, as a Junior League of Lafayette sustainer, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy