March 16, 2023 – March 2023 ALCGP Membership Meeting

When:
March 16, 2023 @ 11:30 am – 1:00 pm
2023-03-16T11:30:00-05:00
2023-03-16T13:00:00-05:00
Where:
Harbert Center - Bruno Room
2019 4th Avenue North
Birmingham
AL 35203
Contact:
Foster Hyde

March 2023 ALCGP Membership Meeting

March 16, 2023

Charitable Giving Trends and Tactics

Presented by Kathryn Miree

Through two years of the pandemic, changes in the itemized deduction thresholds, and the highest inflation in forty years, donors are giving more than ever and look to you for guidance to maximize their gifts and results in this environment.  How do you identify charitable giving options that will best fit the client’s needs in this rapidly changing environment?  In this session you’ll learn:

The trends and new gift options in philanthropy and giving that are fueling billion-dollar campaigns across the country;

  • How to talk to clients about charitable goals and objectives;
  • Easy strategies to maximize current giving, even when the donor will not itemize;
  • The most effective strategies for testamentary charitable giving, especially when the donor will not pay estate tax;
  • How to select the most effective assets to use in making charitable gifts;
  • Charitable strategies for retirement planning;
  • Charitable strategies to care for elderly parents, children, and grandchildren; 
  • How to document client gift goals with gift or endowment agreements (with samples); and
  • Other planning ideas that will increase donor capacity and allow the donor to achieve charitable goals.

 

KATHRYN W. MIREE
PRESIDENT
KATHRYN W. MIREE & ASSOCIATES, INC.

 

 

 

Kathryn W. Miree is President of Kathryn W. Miree & Associates, Inc., a consulting firm
located in Birmingham, Alabama, that works with boards and staff of nonprofits and
foundations to build strong fundraising platforms and establish fundraising strategies,
with a specialty around major and planned gifts. She received her undergraduate degree
from Emory University and her law degree from The University of Alabama School of
Law. She is a member of the Alabama Bar Association.
After serving as a law clerk, Kathryn joined AmSouth Bank (now Regions) as a trust
officer, managing its Estate Administration Team, Charitable Trust Team, and then
serving as Senior Vice President and Manager of the Personal Trust Division. In 1994
she moved to Sterne, Agee & Leach, a privately owned brokerage firm, to establish and
serve as President & CEO of its Trust Company. In 1997 she established Kathryn W.
Miree & Associates, Inc.
Kathryn has been actively professionally as past president of the National Committee on
Planned Giving, past president of the Alabama Planned Giving Council, and past
President of the Estate Planning Council of Birmingham. She was inducted into the
National Association of Charitable Gift Planners Hall of Fame in 2018. She was inducted
in the National Association of Estate Planners and Council Estate Planning Hall of Fame
in 2020.

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