Founded in 1984, the Pittsburgh Planned Giving Council (PPGC) is an organization of planned giving officers, development professionals, attorneys, financial planners, financial services officers and insurance underwriters. The Council meets regularly, to discuss issues and trends in the area of charitable gift planning. PPGC adheres to Model Standards of Practice for the Charitable Gift Planner.
Friends for Life: Stewarding for Planned Gifts
January 26 at Noon (Virtual)
Most fundraising operates on a continuous cycle: discovery, cultivation, solicitation, stewardship...morphing back into cultivation for the next gift. But what happens when you secure a gift that requires decades of stewardship just to maintain it? Planned gifts provide the ultimate opportunity for a donor to leave his or her mark on an organization, and if not stewarded properly over generations of fundraisers, can be reduced or even lost completely. This session gives attendees an opportunity to learn how best to steward planned gift donors, with an emphasis on the fact that the professional securing the gift likely will not the professional on staff when the donor's gift is realized.
Presented by Lisa M. Chmiola, M.S., CFRE
Lisa has more than 20 years in philanthropic development experience. She has served in major and planned giving 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 in legacy giving.
An AFP Master Trainer since 2014, 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 has taught in Rice University’s Center for Philanthropy and Nonprofit Leadership.
Lisa is an active volunteer, serving on the U.S. Government Relations committee and the Emerging Leaders Task Force for AFP Global, as board member of the National Association of Charitable Gift Planners (and past president of the Houston chapter), as board member of the AFP Baton Rouge Chapter, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine.
Lisa is the proud mom of Ava, a Mini Schnauzer with her own social media presence (@avalynndog).
Mission & Vision
The Pittsburgh Planned Giving Council provides educational and networking resources to gift planning and allied professionals to promote charitable estate planning.
PPGC envisions a community where every individual leaves a legacy through philanthropic estate gifts.