AFP Deep Dive: Leading With Legacy: Launching a Gift Planning Program for Your Organization

November 14, 2024 (1-day)
1:00 – 5:00 pm ET
$199 USD (Members); $259 USD (Non-Members)

Long-term sustainability is critical to any nonprofit’s success, and one way to build this is through a gift planning program. In this deep dive, you’ll go beyond the basic concepts of legacy and non-cash asset giving and develop a plan for your organization to implement and execute strategies for success.

Attendees will learn:

• Essential policies and procedures needed for a gift planning program, including gift acceptance, gift documentation, and metrics to measure.
• How to develop prospect pools for legacy and non-cash asset giving.
• How to have conversations with donors on these types of gifts, with time to develop scripts and talking points to share with staff and volunteers.
• Essential elements of a gift planning stewardship program, including time to develop a Legacy Society for your organization.
• How to build a marketing plan to communicate these giving opportunities to donors, utilizing existing methods within your organization and exploring additional targeted methods to incorporate.

Presented by:

Lisa M. Chmiola, M.S., CFRE, CSPG has more than 22 years in philanthropic development. Currently the Director of Gift Planning for the University of Missouri-St. Louis, 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 Certified Facilitator 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. 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 a past National Association of Charitable Gift Planners board member (and past president of the Houston chapter), as a Junior League sustainer, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine.

Eligible for 4 CFRE points (pending approval).

Course is limited to 30 participants. A wait list will be maintained.

*Course recordings will not be available.