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
• 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, CSPG has more than 21 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
An AFP Master Trainer since 2014 and TEDx speaker, 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 as chair of the AFP Global U.S. Government Relations committee and
member of the AFP PAC board, as National Association of Charitable Gift Planners board member and
chair of its Emerging Professionals Committee (and past president of the Houston chapter), as an AFP
Baton Rouge Chapter board member, as a Junior League of Lafayette sustainer, a member of Ellevate
Louisiana, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for
AFP’s Advancing Philanthropy magazine.