October 13, 2015 @ 9:30 am – 3:00 pm
The North Carolina Arboretum
100 Frederick Law Olmsted Way
Asheville, NC 28806

NEWS UPDATE:  At Crescendo’s Annual Practical Planned Giving Conference held on September 29-30, Kathryn Miree was recognized as Gift Leader for 2015.

Stewardship and Recognition:  Building Strong Relationships with Your Long-Term Donors

Donor stewardship is often overlooked as the essential element of building long-term donor relationships and building strong deferred giving programs.  To truly be successful, stewardship must be a way of life and part of the culture of an organization.  This session addresses the elements of stewardship (which includes donor recognition), the role of stewardship in building deferred gift programs, the roles of the CEO, CFO, development staff, and volunteers in a stewardship program, and how to track results and measure success.  Whether you are responsible for managing the development team, or are a member of that team, you will get insight into how to effectively build a stewardship program or get a checklist to review your program if it is already in place.

The Keys to Planned Giving Success

In this economy, charities must work strategically to create a successful, sustainable major and/or planned gift program. One of the best places to start is by reviewing the organizational best practices of successful charities with thriving major and planned gift programs.  These twelve best practices centering on organizational commitment, donor development, and the ability to execute will not only provide insight to major and planned gift officer, but create focus in diagnosing the challenges and areas for improvement in your nonprofit.  The best practices highlighted herein derived from diagnosis, observation, and interviews with successful charities will also create a framework and guide for your charity’s management team in creating a successful, sustainable fundraising system.

                             Sponsored by


9:30 AM – 10:00 AM Registration/Networking
10:00 AM – Noon “Donor Stewardship and Recognition”
Noon – 1:00 PM Lunch
1:00 PM – 3:00 PM “The Keys to Planned Giving Success”

COST:  NC Planned Giving Council Members $55 (or any other state council associated with PPP)

             AFP Members (any state) $65

             Full Time Students $25; Guests $80

PRE-REGISTRATION is REQUIRED as we expect this program to SELL OUT.  Also, special PARKING/GATE access will be provided in a confirmation email.

SUGGESTED AREA HOTELS: Asheville hotels are experiencing occupancy rates exceeding 80%. October is prime tourist season so if you want to spend the night, BOOK EARLY.  These hotels are within 5 miles of the Arboretum and NOT in downtown Asheville:

Hilton Asheville Biltmore Park
43 Town Square Blvd, Asheville, NC 28803
Phone: (828) 209-2700

Hampton Inn Asheville – I-26 Biltmore Area
One Rocky Ridge Road, Asheville, North Carolina, 28806

Comfort Suites Biltmore
890 Brevard Rd
Asheville, NC 28806
(828) 665-4000

Kathryn W. 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.  She spent 15 years in various positions in the Trust Division of a large southeastern bank before joining a regional brokerage firm to established its trust company and serve as its initial President & CEO.  In 1997 she established Kathryn W. Miree & Associates, Inc.

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.

She currently serves on the Editorial Advisory Boards of Planned Giving Today and Planned Giving Design Center and Chairs the Board of the Community Foundation of Greater Birmingham. Ms. Miree is a frequent lecturer, co-author of The Family Foundation Handbook (CCH Publishers 2014) and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers, 2006).  Her clients include a variety of nonprofits and foundations across the country. Ms. Miree also serves as a frequent speaker for gift planning continuing education events across the country.

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