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Ms. Miree is President and primary consultant for Kathryn W. Miree & Associates, Inc., a consulting firm that for eighteen years has worked with boards and staff of nonprofits and foundations to develop or fine tune planned giving programs and endowments. She received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. Ms. Miree is a past president of the National Committee on Planned Giving, a past president of the Alabama Planned Giving Council, a past President of the Estate Planning Council of Birmingham, and past President of the Alabama Bankers Association Trust Division. She is currently the Board Chair of the Community Foundation of Greater Birmingham. Her clients include a variety of nonprofits and foundations across the country and she serves as a frequent speaker for gift planning continuing education events across the country.


PERFECTING DONOR INTENT: Legal Lessons and Practical Advice

Wednesday, October 22, 2014

Recent lawsuits and court orders have forced charities, planners, and donors to reevaluate the best way to preserve donor intent. This article highlights two issues for donors and gift planners: the practicality of placing narrow, binding restrictions on gifts and the need for flexibility when economic, social, or environmental factors make the original gift terms impractical. This article defines the issues, explores recent case studies involving donor intent, details options when things go wrong, and provides guidance for planners and charities in drafting gift agreements.

Endowments in Crisis! Best Practices for Nonprofit Managers To Avoid the Abyss

Wednesday, October 13, 2010

Endowments are in crisis, threatened by internal challenges such as spiraling administrative costs, proliferating small funds, missing documents, and alignment of revenue, as well as external threats such as poor investment returns, lawsuits, legislation, and potential taxation. Yet endowments are essential to the long‐term stability and viability of the nation's nonprofits. In this article, which is a must for nonprofit managers as well as gift officers who solicit endowed gifts, you learn nine management best practices to improve donor engagement and avoid the abyss.

Asking the Right Questions: The Mysteries and Metrics of Planned Giving Programs

Tuesday, August 25, 2009

Charity CEOs, COOs, and CFOs may find planned giving a mysterious and elusive activity and therefore difficult to manage. By using a set of key metrics and reports, managers can put the planned giving program into perspective, measure growth, and see warning signals before the program gets off track. In these materials, you'll learn the role of planned giving in building donor commitment, organizational revenue, and development success; options in program structure; the infrastructure required for support; how to measure opportunity; and key reports and metrics. You'll also learn about best practices in the field and how to adapt these processes to your nonprofit.

How to Identify, Hire and Retain the Perfect Planned Giving Officer

Thursday, October 12, 2006

Whether you're building a planned giving program, replacing a headcount, or expanding your staff, finding the "perfect" planned giving officer is always a challenge. This article makes the process easy by walking you through the steps from preparing to enter the candidate market, profiling your dream prospect, building the candidate pool, interviewing top applicants, hiring the new officer, and retaining your new hire. It's simple when you have the rulebook! This article will interest those who manage planned giving programs and those who staff them. It will also interest for-profit professionals who work closely with charities to provide administrative support.