KATHRYN MIREE AND ASSOCIATES, INC.
Speaking and Seminar Services
The firm provides speaking and seminar
services for professional advisors, for donors,
and for boards and volunteers that are tailored
to your time frames, key messages, and goals for
the audience. These presentations typically
range from a 1-hour luncheon presentation to a
2- to 3-hour half-day presentation, to a full
day. For a representative list of seminar
sponsors, click here.
Key potential audiences include:
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Professional
Advisors |
Nonprofit staff and board: |
Donors |
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The goal of professional advisor
seminars is to open and encourage
conversations between the advisors and
the charity about gift planning options,
to raise interest in and education about
gift planning options, and to encourage
them to consider charitable solutions
for common estate and financial planning
issues. Handouts are designed to qualify
for continuing education credit.
• The Top Ten Charitable Planning Ideas
for 2008 Trends and Challenges in Planned
Giving |
Seminars
for nonprofit staff and board are
generally designed to educate staff and
board about gift planning opportunities
and their roles and responsibilities in
the gift management process to create a
strong working relationship between the
two groups. The sessions may also be
tailored training board members and
volunteers to make donor calls, or to
train major gift officers to introduce
planned gift concepts on calls. Representative topics include: • Talking to Donors About Endowment and Planned Gifts • Getting Started in Planned Giving • Challenges Facing our Donors • The Role of Planned Giving in Major Gifts • The Role of Trustees in Planned Giving and Building Endowment • Evaluating a Planned Giving Program: Infrastructure, Personnel and Marketing • What Every Board Member Must Know About Gift Planning • Marketing Planned Gifts • Planned Giving Fundamentals • From Theory to Practice: Building Nonprofit Endowment • Three Models to Build Endowment • Everything You Wanted to Know About a Planned Giving Audit See representative list of staff and board seminar clients >> |
Donors are a popular seminar audience.
Donor topics are generally focused on
current issues or on matters of specific
interest to the particular audience. The
goal is to educate and motivate,
prompting donors to take the next step
in planning and to include the charity
in those plans.
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