Kathryn W. Miree & Associates, Inc. provides a full range of planned giving consulting services. Since the needs of each client are different, however, each engagement begins with a discussion of the organization’s goals and objectives, timeline, available staff, and budget. The company then generates a written proposal addressing those objectives and tailored to fit the client’s needs.

The most frequently requested services are listed below:

Projects
 

Conduct planned giving audit of existing program Conduct development audit to determine readiness for planned giving Develop planned giving program implementation and marketing plan (including budget) Draft and adopt gift acceptance policies Draft and adopt gift administration policies and procedures Develop endowment structure and campaign/building program Develop planned giving strategy to support capital campaign Create professional advisor outreach programs and structure Implement gift annuity program (structure, marketing) Motivate and education development committee and/or board on importance of planned giving and the duties of the board Conduct seminars for professional advisors, donors, volunteers or staff Develop foundation administration and management plan Planned giving staff executive search

Ongoing Services
 

Serve as a technical resource for development staff Serve as technical resource to meet with donors and their attorneys to work through estate and charitable planning options “Coach” the development staff through the process of implementing the planned giving program.

Are you interested in requesting a proposal for services? Simply let us know your goals and objectives, and how to contact you. We will be happy to provide a written proposal without cost or obligation.

Request a Proposal for Services