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ANNUAL SUMMIT
september 21, 2023- 9:00 - 3:00- davis & elkins college
IRA Giving:
The Next Wave of Philanthropy
By 2030, the entire Baby Boomer generation will be 65 or older. As these donors approach
retirement, fundraising professionals need to be mindful of a new way for them to give – the Qualified Charitable Distribution from an Individual Retirement Account.
In this session, participants will learn to maximize this next wave of philanthropy.
We’ll cover what QCDs are, how they work, and why you should be promoting this
type of giving to your donors or clients.
Lisa M. Chmiola, MS, CFRE, CSPG
Founder and Chief Fablanthropist, Fablanthropy LLC
Lisa has more than 21 years of professional philanthropic development experience. An unexpected layoff led her to make her dream of serving as a consultant to colleagues a reality. Her experience includes working with organizations in the education, healthcare, religious, and cultural sectors. She’s served as an active volunteer for a variety of nonprofit organizations for more than 35 years, starting as a Girl Scout in elementary school (and cookie seller supreme!).
Currently, Lisa is actively involved with the Association of Fundraising Professionals (as chair of AFP Global’s U.S. Government Relations Committee, member of the AFP PAC board, and a member of the Baton Rouge Chapter board), and the National Association of Charitable Gift Planners (board member 2021-2023, Chair of Emerging Professionals Committee). She’s also a Junior League of Lafayette sustainer, a member of Ellevate Louisiana, and a graduate of several leadership development programs.
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 also serves as an adjunct instructor in the University of Louisiana at Lafayette Department of Communication, and teaches for Rice University’s Center for Philanthropy and Nonprofit Leadership. Additionally, she has co-authored several pieces for AFP’s Advancing Philanthropy magazine. Prior to her philanthropic career, Lisa worked in public relations, and as a reporter/copy editor for the Houston Chronicle.
AfTERNOON BREAKOUT SESSION
Finding PG Prospects in your own Backyard
By offering different paths that small and large planned giving shops can follow, participants can choose the path to success that is most appropriate for their organization.
Matthew Clark
Executive Director of Planned Giving- West Virginia University Foundation
Matthew Clark, J.D. AEP® is the Executive Director of Planned Giving at the West Virginia University Foundation (WVUF), where he oversees all aspects of estate and gift planning for the WVU system. He has nearly 20 years of experience in the field and has secured over $128 million in planned gifts across the university.
Before joining WVUF in 2016, Matthew was a vice president at PNC Institutional Investments, where he administered perpetual charitable trusts and advised institutions on planned giving strategies. He is a board member and the President-Elect of the Pittsburgh Planned Giving Council, and an active member of two other estate planning councils in West Virginia and Pennsylvania.
Matthew holds a Juris Doctorate from the University of Pittsburgh School of Law, an MBA from Pennsylvania State University, and a BBA in Economics from Mississippi State University. He is a licensed attorney in Pennsylvania and an Accredited Estate Planner®.
Matthew enjoys traveling with his family, playing tennis, and volunteering in his community. He can be reached atmclark@wvuf.org or 304-284-4033. You can also connect with him on LinkedIn at https://www.linkedin.com/in/clarkbhm/.
AFTERNOON BREAKOUT SESSION
A Moves Management Love Story
Lisa M. Chmiola, MS, CFRE, CSPG
Founder and Chief Fablanthropist, Fablanthropy LLC
