REGISTRATION IS CLOSED. WALK-INS ARE NOT GUARANTEED A MEAL - CASH OR CHECK ONLY AT THE DOOR 

JOIN US FOR FOR OUR GENERAL MEETING

NOVEMBER 14, 2023

11:30 - 1:00 p.m.

Communities Foundation of Texas

5500 Caruth Haven Lane, Dallas

(Box Lunch Will Be Provided)

RSVP DEADLINE:

Tuesday, November 7 (5:00 p.m.)

 A MOVES MANAGEMENT LOVE STORY:

MOVING PROSPECTS THROUGH THE

DONOR OR CLIENT LIFE CYCLE

Speaker:

Lisa Chmiola

Moving prospects through the donor or client life cycle is like a good love story: even after the courtship, it’s a lifelong journey of maintaining the relationship you worked so hard to build. But what does this truly look like? Regardless of how you interact with donors and clients (in-person, phone, email, social media, or various other technologies), building relationships in a healthy manner is a must for your organization’s longevity as well as your personal ethics as a gift planner or advisor. We will discuss how to do this in a caring and thoughtful way, ensuring impact on your organization’s mission for years to come.

Lisa M. Chmiola, M.S., CFRE, CSPG has more than 21 years in philanthropic development. She has served in major gifts and gift planning 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 on legacy giving strategies. An AFP Master Trainer since 2014 and TEDx speaker, 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 in Rice University’s Center for Philanthropy and Nonprofit Leadership. Lisa is an active volunteer, serving as chair of the AFP Global U.S. Government Relations committee and member of the AFP PAC board, as National Association of Charitable Gift Planners board member and chair of its Emerging Professionals Committee (and past president of the Houston chapter), as an AFP Baton Rouge Chapter board member, as a Junior League of Lafayette sustainer, a member of Ellevate Louisiana, and is a graduate of Leadership Houston. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine.

There are no continuing education credits for this presentation.

TO MAKE YOUR RESERVATION:

Click on the above "Register" Button

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Go to the Website:

www.dallascharitablegiftplanners.org

SPONSORED BY:

Southwestern Medical Foundation and Farmers National Company

We Would Like to Thank All of Our 2023 Sponsors:

Communities Foundation of Texas

C3 Financial Partners

The Dallas Foundation

Dallas Jewish Community Foundation

Farmers National Company

Heritage Auctions

HighGround Advisors

PNC Institutional Asset Management

Southern Methodist University

Southwestern Medical Foundation

Holland & Knight

Texas Presbyterian Foundation

DALLAS COUNCIL OF CHARITABLE GIFT PLANNERS

P.O. BOX 38553, DALLAS, TX 75238 |  214-221-5170

www.dallascharitablegiftplanners.org | dallascharitablegiftplanners@gmail.com