Friends for Life: Stewarding Planned Gifts

Most fundraising operates on a continuous cycle: discovery, cultivation, solicitation, stewardship...morphing back into cultivation for the next gift. But what happens when you secure a gift that requires decades of stewardship just to maintain it? Planned gifts provide the ultimate opportunity for a donor to leave his or her mark on an organization, and if not stewarded properly over generations of fundraisers, can be reduced or even lost completely. This session gives attendees an opportunity to learn how best to steward planned gift donors, with an emphasis on the fact that the professional securing the gift likely will not be the professional on staff when the donor's gift is realized.

Presented by: Lisa Chmiola, CFRE

Lisa M. Chmiola, M.S., CFRE, has nearly 20 years in philanthropic development experience. She has served in major and planned giving roles in education (public and private) and religious institutions, following initial career experience in event-based philanthropy. 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 also serves as an adjunct instructor in Rice University’s Center for Philanthropy and Nonprofit Leadership. As Chief Fablanthropist for Fablanthropy (the intersection of fabulous and philanthropy), she is available for consulting, training, and speaking opportunities. Lisa also is an active volunteer, serving on the board of the AFP New Orleans chapter and the U.S. Government Relations committee for AFP Global, board member of the National Association of Charitable Gift Planners (and past president of the Houston chapter), a sustaining member of the Junior League, and a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine. Lisa is the proud mom of Ava, a Mini Schnauzer with her own social media presence (@avalynndog).