Kathryn W. Miree is the president and primary consultant for Kathryn W. Miree & Associates, Inc., which provides a full range of gift planning and endowment services to help nonprofits build long-term financial stability through planned gifts and endowment.

With 15 years of consulting experience, Kathryn has worked with a variety of local, regional, national and international nonprofit groups, and offers services that include development and planned giving audits; committee support in developing gift acceptance, endowment and stewardship policies; board training; and deferred gift program design.

Kathryn has worked with Atlanta area clients such as Atlanta History Center, Children’s Healthcare of Atlanta Foundation, Emory University, Habitat for Humanity International, Arthritis Foundation, and Boys and Girls Clubs of America. Representative clients outside the Atlanta area have included The McCallie School, Mayo Clinic, St. Louis Children’s Hospital, Georgetown University, University of Pennsylvania, United Way of America, The Nature Conservancy and World Vision USA.

Prior to establishing Kathryn W. Miree & Associates, Inc. in 1997, Kathryn served as a law clerk for a U. S. District Judge and spent fifteen years with AmSouth Bank (now Regions Bank) serving as Senior Vice President and Manager of the Personal Trust Department before joining Sterne, Agee & Leach, Inc. to charter its Trust Company and serve as the Trust Company’s initial President & CEO.

A native of Alabama, Kathryn is active in the charitable community. She has served as Board Chair of United Way of Central Alabama, Board Chair of Altamont School, and President of the Independent Presbyterian Church Foundation in addition to serving on numerous governing and advisory boards for other nonprofits.

Professionally, Kathryn has served as President of the National Committee on Planned Giving (now the Partnership for Philanthropic Planning), President of the Alabama Planned Giving Council and President of the Estate Planning Council of Birmingham. She has also served on the board of the National Association of Estate Planning Councils. She currently serves on the Editorial Advisory Boards of Planned Giving Today and Planned Giving Design Center.

Ms. Miree is a frequent lecturer, co-author of The Family Foundation Handbook with Jerry J. McCoy (CCH Publishers, 2001) and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers, 2001).

Kathryn received her undergraduate degree from Emory University and her law degree from The University of Alabama School of Law. She is married to Ben Miree and they have one adult son.