Peter Leon-Guerrero, MPA, CAP, CFRE
Planned Giving Forum of Greater Sacramento board member
Lisa’s presentation on “Friends for Life: Legacy Giving Stewardship” resonated incredibly well with our attendees and left a lasting impact. Her insightful delivery and comprehensive exploration of the topic captured the audience’s attention and sparked engaging discussions.
Lisa’s level of organization and professionalism is truly remarkable. Her meticulous attention to detail is evident in every aspect of the presentation and slide deck, from the content arrangement to the visual aesthetics. It’s evident that she not only possesses a deep understanding of the subject matter but also a keen awareness of how to effectively convey information to the audience.
Jeff J. Grandy, M.Ed
VP of Client Development, Catapult Fundraising
In her presentation at Planet Philanthropy on Required Minimum Distributions from IRAs and how donors can utilize the Qualified Charitable Distribution to support their favorite non-profits, Lisa conveyed a topic that can sometimes be thought of as complex in a simple, straightforward manner that all in the room could understand. Many colleagues don’t always have the time to learn how to offer this giving opportunity to their base of support, and Lisa provided practical tips to do so.
Diane O’Brien, CFRE
I am a better fundraiser because I worked with Lisa! She provided the structure and encouragement I needed to become more comfortable raising planned gifts. She was also my biggest cheerleader and was so thoughtful when I had success. I am now a more confident fundraiser with gift planning in my tool belt. I am grateful for Lisa’s expansive knowledge base and her encouragement.
VP, Institutional Advancement
Franciscan Missionaries of Our Lady University
Not only did Lisa and the Fablanthropy team help us set up a gift planning program and a legacy society, but they also helped us to implement our platform for communicating with alumni and community prospects to share meaningful content at strategic times.
Pittsburgh Planned Giving Council
Lisa spoke in very relatable terms to smaller organizations that simply don’t have the same resources to put into stewardship that larger organizations have. Thus our smaller shops had several takeaways that they could immediately put into action. Lisa is an enthusiastic speaker who is committed to furthering the field of charitable gift planning. I believe that she would be a highlight of any event.
Dr. Tom Neal
Catholic Community Foundation
I’ve had the privilege of working collaboratively with Lisa. Together we developed and implemented a planned giving program that connected the practical aspects of how to give to a particular organization or cause, with the deeper questions of why a prospective benefactor might choose to give.
Shelley Johnson & Company LLC; Retired Executive Director, SW Louisiana Convention & Visitors Bureau
Lisa worked with the visitors’ bureau team to craft a customized day, focusing on key issues such as volunteer management and storytelling to maximize impact of local museums, festivals, and other organizations. Her professionalism made attendees feel at ease during a full day of learning, and she gave actionable items for them to implement immediately.
Dan Blakemore, CFRE
The sound advice and thought partnership that Lisa provided during my last job search helped me find the perfect role and organization for the next step in my fundraising career.
Alexis Noel Ruffino
Assistant Director of Reunion Giving
Yale University School of Management
Lisa has a great depth and breadth of experience in all aspects of fundraising, both in the educational and nonprofit sectors. She has been my “go to” when I’ve needed another ear for advice and feedback about strategy and engagement. She is a wonderful mentor who is an invaluable asset to cultivating my development as a frontline fundraiser.
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