Charitable Planning & Family Philanthropy

Tuesday, October 28, 2014 -
4:00pm to 6:00pm EDT
Portland Country Club, Falmouth, Maine
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Join the Maine Community Foundation and the Maine Philanthropy Center for this continuing education program for attorneys, accountants, trust officers and financial advisors and family foundation directors, trustees, and staff. 


This program has a $50 fee. 2 CLE and CPE Credits are anticipated. 

Register Here


Kathryn Miree, president and primary consultant for Kathryn W. Miree & Associates presents this two-part, two-hour program featuring:

The Top Five Charitable Planning Ideas for the Current Environment
Charitable gift planning strategies have changed dramatically as fewer individuals are exposed to estate and gift tax, and more are experiencing the pain of higher tax rates, the ACA tax, and the return of the Pease limitations. While donors are continuing to give, they are seeking ways to maximize results. How do you identify charitable giving options that best fit the needs of your clients in this rapidly changing environment? In this session you'll learn:
  • The current environment impacting estate and charitable planning 
  • How changes in the law over the last few years impact charitable planning (and what to anticipate in the coming years)
  • How to integrate client's personal estate planning goals with charitable gift options


Seven Options in Family Philanthropy

More than 19% of high net worth families in the country have family foundations. Yet most of these foundations are less than $1 million size and are burdened with administrative rules and taxes. What do you offer the client who is interested in creating an institutional form for generational philanthropy, especially after the changes in private foundations, supporting organizations, and donor advised funds under the Pension Protection Act of 2006 and the rulings that have followed. This session helps you:

  • Analyze and sort through the options of a private foundation, supporting organization, donor advised fund, charitable lead trust
  • Identify several other even easier options for foundations and donor advised funds 
  • Lead the discussion with the donor or foundation board around setting goals and selecting the entity that best meets their needs


About the Speaker

Kathryn W. Miree is the president and primary consultant for Kathryn W. Miree & Associates, Inc., now in its 17th year of operation. Ms. Miree provides a full range of planned giving, endowment, and foundation management services designed to help nonprofits 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 before joining 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. In 1997 she established Kathryn W. Miree & Associates, Inc. Kathryn Miree is a past president of the national Committee on Planned Giving, 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.   


Ms. Miree is a nationally recognized speaker and author on nonprofit gift planning and administration topics, including: Family Foundation Handbook, 2014 Edition (CCH 2013), Professional Advisors' Guide to Planned Giving (CCH 2005)  and a frequent contributor to Planned Giving Today (Mary Ann Liebert Publishers).
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