Leadership Forum: Build Long-Term Financial Stability
Registration from 7:30 – 8:00 am / Program from 8:00 am to 10:30 am
Location: Fox Valley Technical College, Bordini Center, Room 112A, 5 Systems Dr, Appleton, WI
This free session covers two engaging topics:
1) 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. 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.
2) How to Become an Expert in the Conversation of Philanthropy (or Endowment)
One of the greatest challenges for nonprofit staff and boards is talking to donors about their charitable goals in a way that is comfortable and moves the donor towards his or her ultimate gift. In this session you’ll understanding how to identify your best prospects for gift planning conversations, learn how to engage donors to discuss their charitable visions, learn to translate what you hear into gift opportunities, and gain insight into the value of ongoing conversation and stewardship.
Meet our Trainer Kathryn Miree
Kathryn W. Miree has more than 30 years experience working with nonprofit organizations. 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 strong fundraising platforms and establish fundraising strategies, with a specialty around major and planned gifts.
Click here to learn more about our trainer
Kathryn has been actively professionally as past president of the National Committee on Planned Giving, past president of the Alabama Planned Giving Council, and past President of the Estate Planning Council of Birmingham. She was inducted into the National Association of Charitable Gift Planners Hall of Fame in 2018.
In her community Kathryn 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). She has worked with a variety of clients across the country.