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Successful Strategies for Legacy Giving

Successful Strategies for Legacy Giving

December 15, 2022

“Before you dive in deeply to these types of strategies, you want to make sure that you have solid donor relationships, you want to make sure that you have a good annual effort and that you are moving into those major gifts to really establish these legacy and lifetime gifts.”

Lisa Chmiola

In this episode of The Beacon Podcast, Lighthouse Counsel Senior Consultant Karen Baldwin speaks with Lisa Chmiola, founder and chief fablanthropist at Fablanthropy, about legacy giving. 

Lisa shares successful strategies and discusses:

  • What legacy giving is and why it’s important to both the organization and to the donor. 
  • The biggest obstacles an organization faces when it comes to starting or making the most of a legacy giving program.
  • What a successful legacy giving program looks like and best practices.

About our Guest

Lisa Chmiola has more than 20 years of experience in philanthropic development. She started her career in events-based philanthropy and since then has served in major gifts and gift planning roles in both public and private education and religious institutions. 

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.

Connect with Lisa on LinkedIn 
National Association of Charitable Gift Planners