Note: This represents a snapshot of presentations and articles since 2015. For additional presentation history, visit Lisa’s Slideshare page or email lisa@fablanthropy.com.
Fablanthropy on YouTube: episodes of Philanthropy Porch Ponderings
Spotify playlists:
Lisa’s blog posts for Bloomerang (various topics)
2022
December 1: Colorado Planned Giving Roundtable: “Friends for Life: Stewarding Legacy Gifts” additional resources:
- Fundraising Effectiveness Project
- FEP Dashboard (updated quarterly)
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
November 17: Alabama Charitable Gift Planners: “Friends for Life: Stewarding Legacy Gifts” additional resources:
- Fundraising Effectiveness Project
- FEP Dashboard (updated quarterly)
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
September 29: National Association of Charitable Gift Planners webinar: “Career Checkpoint: The Long and Winding Road of Estate and Gift Planning” (panelist, recording)
August 25: Planned Giving Forum of Greater Sacramento: “Friends for Life: Stewarding Legacy Gifts” additional resources:
- Fundraising Effectiveness Project
- FEP Dashboard (updated quarterly)
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
August 18: Bayou Community Foundation: “A Moves Management Love Story” additional resources:
- Abila Donor Engagement Study
- Article: The Five Most Important Components to a Healthy Relationship
- The Encyclopedia of Public Relations
- Atomic Habits by James Clear
- Article: Want to improve your relationship? Start paying more attention to bids
- Article: The Importance of Legacy Giving to the Donor Relationship
- Download 6 Fab Tips to Manage your Portfolio for Legacy Success
June: NonProfitPRO “Develop Deep Donor Relationships with These Cultivation Tactics” by Jeff Jowdy (interview)
June 16: Association of Fundraising Professionals, Greater New Orleans Chapter Annual Conference: “Don’t put gift planning in a corner: How and why not to silo legacy giving strategies” additional resources:
- National Association of Charitable Gift Planners
- “Charitable Gift Planning in America: a Brief History” by Ronald A. Brown
- “Madam C.J. Walker’s Gospel of Giving: Black Philanthropy During Jim Crow” by Tyrone McKinley Freeman
- “Mind the GAP – How gift acceptance policies make you the superhero by Kent A. Weimer
- Bloomerang blog: “How do charitable gifts of retirement account assets typically work?” by Lisa M. Chmiola
- National Gift Annuity Foundation (contact our friend Johnne Syverson!)
- In memory of our mascot, Ava Lynn
- Download 8 Fab Things Every Fundraising Professional Should Know about Gift Planning
- Don’t Put Gift Planning in a Corner Spotify playlist
May 24: Mid-Iowa Planned Giving Council: “A Moves Management Love Story” additional resources:
- Abila Donor Engagement Study
- Article: The Five Most Important Components to a Healthy Relationship
- The Encyclopedia of Public Relations
- Atomic Habits by James Clear
- Article: Want to improve your relationship? Start paying more attention to bids
- Article: The Importance of Legacy Giving to the Donor Relationship
January 26: Pittsburgh Planned Giving Council: “Friends for Life: Stewarding Planned Gifts” additional resources:
- Fundraising Effectiveness Project
- FEP Dashboard through Q3 2021
- National Standards for Gift Planning Success
- Take the NSGPS assessment
- Article: What your board should learn from Starbucks
- Giving USA 2019 Special Report: Leaving a Legacy: A New Look at Planned Giving Donors (links to purchase report and view announcement webcast)
- Sample of “The Four Pillars of Donor Relations by Lynne Wester
- Facebook tour of Tulane University’s Mussafer Hall
- University of Georgia 2019 Donor Experience & Legacy Giving Survey
- Bloomerang Blog: “Donor Love, For Life: A Look at Planned Giving Stewardship”
2021
May 6: Bloomerang webinar: “You’ve Been Let Go from Your Nonprofit Job, Now What?”
March 21: TEDxLenoxVillage: “Leaning Into a Layoff: Learning Yourself and Trusting Your Gut”
January 14: Bloomerang webinar: “Lean on Me: The Strength of Mentorship for Nonprofit Professionals” Additional Resources:
- National Mentoring Month
- William Wordsworth, “The Prelude” (non-affiliate link)
- Mindtools, “Mentoring: A Mutually Beneficial Partnership”
- Lisa Fain and Lois Zachary, “Bridging Differences for Better Mentoring: Lean Forward, Learn, Leverage” (non-affiliate link)
- Indeed, “How To Find a Mentor”
- NPR, “The Right Mentor Can Change Your Career, Here’s How to Find One”
- AFP Global, “Mike’s Monday Message: The Importance of Being a Mentor”
- Lailah Gifty Akita, “Think Great, Be Great!” (non-affiliate link)
- Patrick Lencioni, “The 5 Dysfunctions of a Team” (non-affiliate link)
- Insala, “Top 10 Tips for Being a Good Mentee”
- The Guardian, “Mentoring Tips: How Mentor and Mentee Can Make The Most of It”
- Business News Daily, “How To Find a Mentor”
- Forbes, “5 Steps to Help You Effectively Mentor During a Pandemic”
- Mentoring programs (please note membership is required in the organization to participate): AFP Global, Association for Healthcare Philanthropy, Council for Advancement and Support of Education, Grant Professionals Association
- AFP Global partnerships with international fundraising associations
- Bloomerang blog posts on mentoring: “Fundraising Mentoring: A Lost Art?” and “Mentoring: An Overlooked Path to Fundraising Expertise”
2020
October 14: Nonprofit Hub; “What’s Your Legacy? Implementing a Planned Giving Program” Additional Resources:
- Dr. Russell James’ research
- Planned Giving definition: The Fundraising Authority, LLC
- Planned Giving definition and resources: Association of Fundraising Professionals
- Giving USA 2020
- Leaving a Charitable Legacy with an IRA
- Bryan Clontz’s e-book: Charitable Gifts of Noncash Assets
- Example of a planned gift letter of intent/society form
- Obstacles Ahead: Dealing With Objections to Planned Giving
- National Association of Charitable Gift Planners
April 7: Rice Center for Philanthropy and Nonprofit Leadership; Art of Fundraising II: Advanced Principles and Practices (co-instructor for half-day course); “Foundations of Ethical Principles for the Fundraising Profession” and “Culture of Philanthropy”
2019
April 11: Rice Center for Philanthropy and Nonprofit Leadership; Art of Fundraising II: Advanced Principles and Practices (co-instructor for half-day course); “Foundations of Ethical Principles for the Fundraising Profession” and “Culture of Philanthropy”
2018
October 16: Southwest Louisiana Convention & Visitors Bureau, Lake Charles, La.: Youniversity full-day workshop; “Building Healthy Nonprofit Relationships,” “Engaging Volunteers in Philanthropy,” “Social Media Planning,” “What’s Your Story: Storytelling for Your Organization”
August 9: Association of Fundraising Professionals, New Orleans Chapter: “How Do You Relate? Building Healthy Fundraising Relationships”
2017
August 23: Association of Fundraising Professionals, Permian Basin Chapter: “Communicating with Younger Donors”
July 27: Association of Donor Relations Professionals webinar series; “Friends for Life: Stewarding Planned Gift Donors”
June 15: Association of Fundraising Professionals, San Antonio Chapter; “Social Media for Event & Campaign Success”
May 25: Bloomerang webinar: “Gift Planning for Gen X and Gen Y Donors”
May 18: Rice Center for Philanthropy and Nonprofit Leadership; Major Gifts and Planned Giving: The Fundamentals (co-instructor for full-day course)
March 9: Rice Center for Philanthropy and Nonprofit Leadership Best Boards Conference; “What Board Members Should Know About Social Media”
2016
November 16: Power Tools Conference, Houston, TX; “You said WHAT about us on Facebook? Why your organization needs a social media policy”
November 3: Rice Center for Philanthropy and Nonprofit Leadership; Major Gifts and Planned Giving: The Fundamentals (co-instructor for full-day course)
August 19: Association of Fundraising Professionals, Greater Houston Chapter: Panel presented by Planned Giving Council of Houston
May 26: Gail Perry’s Fired Up Fundraising Insiders series: Webinar with Josh Hirsch: “Using Social Media to Take Your Event into the Stratosphere”
May 5: AFP DFW Philanthropy in Action Conference, Irving, TX; “Cracking the Code of Communicating with Younger Donors” with Emily Reed
April 28: Planned Giving Council of Houston 14th Annual Gulf Coast Regional Gift Planning Conference, Houston, TX; “Friends for Life: Planned Giving Stewardship” with Dave Tinker, CFRE
March 20-22: AFP International Conference on Fundraising, Boston, MA; “Social Media for Special Events” with Josh Hirsch; “The AFPeeps Present: Plugged In – A Social Media Panel to Help Prep Your Philanthropic Phuture” (Panel presentation)
March 11: Association of Donor Relations Professionals NYC Conference, New York, NY; “Friends for Life: Planned Giving Stewardship”
January 4: Nonprofit Leadership Alliance Managment Institute, Houston, TX; “Snap this! How Social Media Impacts You and Your Nonprofit”
2015
November 12: AFP New Jersey Conference on Philanthropy; “#XYdonors: Cracking the Code of Communicating with Younger Donors” with Emily Reed
October 14: AFP Webinar; “Social Media & Ethics in Fundraising” with Dave Tinker
August 11: CASE social media Twitter chat on social media policies (Storify recap)
July 24: AFP Arizona State Conference; “Social Media for Special Events” with Josh Hirsch
June 11: Houston Association of Independent Schools Conference; “What’s Your Plan? Implementing a legacy donor program”
April 13: CASE District IV Conference, “You said WHAT about us on Facebook? Why You Need a Social Media Policy”
March 30-31: AFP International Fundraising Conference, Baltimore, MD