AFP Webinar: What’s Your Legacy? Implementing a Gift Planning Program

Fundraising Strategies: Planned Giving
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Hand holding a poster What is your legacy

1:00-2:00 PM Eastern | Presenter: Lisa M. Chmiola, M.S., CFRE, CSPG
Eligible for 1 CFRE Education Point

Want to launch a legacy giving program for your organization but don’t know where to begin? Is it the right time for this venture? In this session, you’ll learn the foundations needed to begin and grow a successful (planned giving) program for your organization. 

Learning Outcomes:

  • Identify basic information on gift planning: what it is and why it is critical to long-term sustainability of a nonprofit. 
  • Learn the foundations needed for a successful program.
  • Identify processes for prospect development, gift documentation, and communication/stewardship plans.
  • Learn how to handle objections from donors.


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. 

CFRE Focus Areas

Securing the Gift
Relationship Building
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