“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:
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