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. Services typically include one or more of the following:

Projects

  • Conduct development audit to determine readiness for planned giving or endowment
  • Audit existing planned giving program to improve effectiveness and marketing response
  • 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 including counting and reporting standards
  • Create professional advisor outreach programs and structure
  • Implement gift annuity program (structure, marketing)
  • Motivate and educate 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
  • Develop metrics and standards to measure program progress
  • 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.
  • Train staff and volunteers to make calls

Request a proposal. 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.