Breakfast Meeting | How to Talk to Clients About Philanthropy: What They Need and Expect

Date: Tuesday, December 5, 2017
Time: 8:00am - 9:30am
Location: Hyatt Regency Bethesda - The Rooftop | 1 Bethesda Metro Center (7400 Wisconsin Avenue), Bethesda, MD 20814
Speaker: Kathryn Miree

This meeting will be held jointly with the Washington, D.C. Estate Planning Council

About the Program: 
Charitable giving is part of our country’s culture, with an estimated 89% of all households giving to charity each year. Advisors are on the front lines of these discussions, yet many are uncomfortable with or unsure about how to guide the client conversation. In this session, you will get insight into the range of charitable giving in the United States, hear the results of research detailing what clients expect from advisors, discuss the biggest issues faced by advisors, and learn more about how to integrate the giving conversation in the financial and estate planning process. The materials include a questionnaire and checklists to help guide the conversation. Your clients will thank you!

Speaker Biography:
Kathryn 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 fundraising platforms and establish fundraising strategies. She spent 15 years in various positions in the Trust Division of AmSouth Bank before joining Sterne, Agee & Leach to establish its trust company and serve as its President & CEO. 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, past President of the Estate Planning Council of Birmingham, and past President of the Alabama Bankers Association Trust Division. In her community she has served as Chair of the Community Foundation of Greater Birmingham, Chair of United Way of Central Alabama, and Chair of The Altamont School, as well as serving in various capacities on more than twenty other nonprofit boards. Kathryn 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).


  • Cost: $30 for members | $35 for guests and emeritus members
  • Guests warmly welcome when accompanied by a member
  • Via Metro: Bethesda Station on the Red Line
  • Via Car: Paid Parking is available in the garage accessible from the front of the hotel on Wisconsin Avenue or from the One Metro Center entrance on Woodmont Avenue. 
  • Buffet breakfast will be served

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