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 Kathryn W. Miree is the president and primary
consultant for Kathryn W. Miree & Associates,
Inc., now in its 11th year of operation. Ms.
Miree provides a full range of planned giving,
endowment, and foundation management services
designed to help charities build long-term
financial stability through planned gifts and
endowment. Ms. Miree received a B.A. from Emory
University and a J.D. from the University of
Alabama School of Law. She spent 15 years in
various positions in the Trust Division of a
large southeastern bank rising to the position
of Senior Vice President and manager of the
Personal Trust Department. She then joined a
regional brokerage firm to establish its trust
company and serve as its initial President and
CEO. In these positions she worked extensively
with not-for-profit organizations and their
donors in the management of private foundations,
community foundations, charitable trusts, pooled
income funds, gift annuities and endowments.
Ms. Miree is a past president of the national
Committee on Planned Giving, past president of
the Alabama Planned Giving council, past
president of the Estate Planning Council of
Birmingham, and past president of the Alabama
Bankers Association Trust Division. She is a
member of the Alabama Bar Association and
Birmingham Bar Association.
Ms. Miree is also an active member of her
community serving as a volunteer on a number of
community boards. She is a past chair of United
Way of Central Alabama, a past chair of The
Altamont School and past president of the
Independent Presbyterian Church Foundation.
Ms. Miree is a nationally recognized speaker and
author on nonprofit gift planning and
administration topics.
Publications
- Family Foundation Handbook, 2006 Edition (CCH
2007)
- Professional Advisors’ Guide to Planned Giving (CCH
2005)
- Planned Giving Today (Mary Ann Liebert
Publishers), frequent contributor of articles
- Journal of Gift Planning (National Committee on
Planned Giving), frequent contributor of
articles
Volunteer Boards
- The Journal of Gift Planning, Chair, Editorial
Advisory Board
- Planned Giving Today, Editorial Advisory Board
- Planned Giving Design Center, Editorial Advisory
Board
- United Way of Central Alabama., Executive
Committee, Chair, Planned Giving
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