Kathryn W.
Miree & Associates, Inc. conducts seminars for professional
advisors, nonprofit staff, volunteers and donors on a variety of
topics. Seminars range from public events designed to raise
awareness of charitable giving options and to motivate charitable
planning, to staff training on a local, regional or national level,
to a motivational board workshop.
Representative Topics
Professional Advisors
The Top Ten Charitable Planning Ideas for 2003
Leveraging Estate Planning Through Planned Gifts
Charitable Solutions for Everyday Planning Issues
The Nuts and Bolts: Administration of Family Foundations
Charitable Giving Options for Families: Family Foundations,
Supporting Organizations, Donor Advised Funds and Children’s
Programs
Advising Clients on the Role and Structure of Endowments
Nonprofit Staff Training
Mastering the Fundamentals: Getting Started in Planned Giving, The
Role of the Board and Marketing
All You Need to Know About Charitable Gift Annuities
Four Ways to Win With Professional Advisors
Reaching Professional Advisors: The Realities of Relationships with
the Gatekeepers
Identifying Professional Relationships That Make a Difference
Understanding and Drafting Gift Acceptance Policies
The Role of Planned Giving in Developing Major Gifts
Challenges Facing Our Donors: Investments, Taxes and Planned Giving
Managing the Board in Planned Giving
Building Endowments Through Planned Gifts
Board Training
Transforming Gifts: The Role of Planned Giving in Your Nonprofit’s
Future
The Role of the Board in Planned Giving
Planned Giving Basics: A Primer for the Board
Donors
Essential Estate Planning Strategies for Women
A Woman and Her Money: Five Steps to Mastering Your Finances
Organizing Your Financial Closet: A Goal Planning Workshop
If You’ve Just Got a Will, You’re Just Getting Started
TOP OF PAGE
Representative Seminar Sponsors
AHP Central Alabama (Alabama)
Alabama Planned Giving Council (Alabama)
American Cancer Society National Major Gift Conference (Florida)
American College of Cardiology (District of Columbia)
American Council on Gift Annuities (2000)
American Red Cross (District of Columbia)
Auburn University (Alabama)
Baptist Foundation of South Carolina (South Carolina)
Baton Rouge Leave A Legacy (Louisiana)
Belmont University (Tennessee, 1998, 1999, 2000)
Birmingham Jewish Federation (Alabama)
CARD (Alabama -Alabama 2 Year Colleges)
Catholic Healthcare West (California)
CASE Advanced Planned Giving Institute (Illinois)
Central Kentucky Planned Giving Council (Kentucky)
Chattanooga Estate Planning Council (Tennessee)
Chattanooga Planned Giving Council (Tennessee)
Chicago Planned Giving Council (Illinois)
Children’s Medical Center of Dallas (Texas)
Cincinnati Planned Giving Council (Ohio)
Colorado Planned Giving Roundtable (Colorado)
Columbus Community Foundation (Georgia)
Community Foundation of Northeast Michigan (Michigan)
Council on Foundation Community Foundation Conference (Georgia)
Crescendo GiftLaw Teleconference (National)
Crescendo Gift Legacy Teleconference (National)
Duke University/Duke Estate Planning Council (North Carolina)
Fraternity Executives Association National Meeting (Florida)
Greater Jewish Charities of Miami (Florida)
Hawaii Estate Planning Council (Hawaii)
Heckerling Institute for Estate Planning, University of Miami School
of Law (Florida)
Hillcrest Hospital Foundation (Texas)
Huntsville Financial and Estate Planning Council (Alabama)
Iowa Planned Giving Foundation (Iowa)
Kalamazoo Community Foundation (Michigan)
Kanuga (North Carolina)
Knoxville Estate Planning Council (Tennessee)
Midwest Tax & Business Institute (Indiana)
Milwaukee Leave a Legacy (Wisconsin)
Nashville Planned Giving Council (Tennessee)
Nashville Federal Tax Clinic (Tennessee)
National Conference on Planned Giving (1995, 1996, 1998, 1999, 2000,
2001, 2002)
National Committee on Planned Giving Satellite Seminar (National
-April, 2000)
National Committee on Planned Giving Virtual Seminar (National -
June 2002)
National Committee on Planned Giving (Educational Tape Series)
National Multiple Sclerosis Society (Louisiana)
New Hampshire Charitable Foundation (New Hampshire)
Nonprofit Resource Center of Alabama (Alabama)
North Mississippi Health Services Foundation (Mississippi)
North Texas Planned Giving Council (Texas)
NSFRE Central Alabama (Alabama)
NSFRE Pensacola (Florida)
NSFRE Regional Conference (Georgia)
NSFRE West Florida (Florida)
NW Florida Planned Giving Council (Florida)
PESI Family Foundation Conference (Nevada)
PESI Professional Advisors Planned Giving Conference (Nevada)
Planned Giving Group of New England (New England)
Planned Giving Study Group of Greater Washington (District of
Columbia)
The PEER Network (Kentucky)
Region VI AHP Planned Giving Conference (Atlanta)
San Joaquin Valley Planned Gifts Council (California)
Spring Hill College CLE Seminar for Professionals (Alabama)
Suncoast Estate Planning Council (Florida)
Tampa Bay Planned Giving Council (Florida)
Texas A & M Foundation (Texas)
The Foundation at University Medical Center (Texas)
Tri-State Planned Giving Council (Ohio)
Tuscaloosa Estate Planning Council (Alabama)
United Jewish Community (Pennsylvania)
United Way of America National Volunteer Conference (Georgia)
United Way of America Planned Giving Institute (1995, 2000, 2001,
2002)
United Way of Baton Rouge (Louisiana)
United Way of Morris County (New Jersey)
University of Alabama (Alabama)
University of Alabama at Birmingham (Alabama)
University of Cincinnati Foundation (Ohio)
University of Maryland System (Maryland)
Virginia Planned Giving Study Group (Virginia)
Volunteers of America National Conference (Virginia)
Washington Planned Giving Council (Washington)
Western Kansas Council on Estate Planning & Giving (Kansas)
Western Kentucky Planned Giving Council (Kentucky)
Western Regional Planned Giving Conference (California)
Winston-Salem Foundation (North Carolina)
Wisconsin Community Foundation Group (Wisconsin)
Women’s Fund of Greater Birmingham (Alabama)
Woman’s Missionary Union Foundation
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