Planned Giving Seminar on April 24

Ten Smart Charitable Planning Ideas for 2013

A Continuing Education Seminar for Professional Advisors

Wednesday, April 24, 2013

Registration: 8:00 – 8:30 a.m.  Presentation: 8:30 – 10:30 a.m.

Location: The Racquet Club of Memphis – 5111 Sanderlin Avenue

Sponsored by:



Planned Giving Council

of Greater Memphis


Kathryn W. Miree, J.D.

President of Kathryn W. Miree & Associates, Inc.

$40 for members of the Planned Giving Council of Greater Memphis

$60 for nonmembers – Registration Fees increase by $20 after April 19, 2013

Space is limited, please register now.

To register:


Sponsors will apply for 2.00 hours CLE (TN, AR, & MS); 2.00 hours CPE: Specialized Knowledge and Applications; 2.00 hours CFP; 2.00 hours CTFA; CEU; and Tennessee Department of Commerce and Insurance and Mississippi Insurance Dept. continuing education credits  

“Ten Smart Charitable Planning Ideas for 2013”

The backdrop for charitable planning keeps changing, with rapidly changing investment markets, low interest rates, changes in income, gift, and estate tax rates, uncertainty about the future of charitable deductions, and a tightening legislative environment. 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? The session will address: recent changes in charitable and estate planning laws (and proposals) and how those impact charitable giving; how to talk with donors to articulate their goals and objectives; how to integrate personal estate planning goals with charitable gift options; giving strategies for non-taxable estates; charitable strategies for retirement planning; opportunities for leveraging giving with charitable lead trusts; charitable strategies to care for elderly parents, children, and grandchildren; integrating the sale of a business with a charitable gift; and options in family philanthropy.

Kathryn W. Miree, J.D.

Ms. Miree is President of Kathryn W. Miree & Associates, Inc., and has specialized in the field of charitable gift planning.  She spent 15 years in various positions in the Trust Division of AmSouth Bank where she was the manager of the Personal Trust Department before joining Sterne, Agee & Leach, Inc. to start its trust company.  She is a past president of the National Committee on Planned Giving, a past president of the Alabama Planned Giving Council, a past president of the Estate Planning Council of Birmingham, Inc. and a past member of the Board of the National Association of Estate Planners & Councils.  Ms. Miree is a frequent lecturer, co-author of The Family Foundation Handbook with Jerry J. McCoy (CCH Publishers) and author of The Professional Advisor’s Guide to Planned Giving (CCH Publishers).  She serves on the Editorial Advisory Boards of Planned Giving Today and Planned Giving Design Center.

Seminar Agenda and Learning Objectives

In this seminar you will: Review the important developments in the federal income, estate and gift tax laws and how those impact charitable giving.  Learn how to help donors to articulate their goals and objectives to integrate these into charitable gift options and giving strategies under the current environment.  

Delivery method: Group-live; Program level:  Basic; Prerequisites:  None required; Advance Preparation:  No advance preparation required; Who should attend? Attorneys; CPAs; financial planners and advisors; trust officers; and nonprofit fundraising and development staff.

Registration fee refunds will be provided if you notify the Community Foundation by Friday, April 19.  In lieu of a refund, we will be happy to provide copies of the course materials.  For more information regarding administrative polices such as complaint or refund, please contact our offices at (901) 728-4600.

   Please register in advance.  Registration will be accepted the day of the seminar only if space is available.  Please register on line:



The Community Foundation of Greater Memphis is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:

For more information or to check availability, contact Frank Horrell at or (901) 722-0027

Frank B. Horrell, CPA, CFP®

Director of Professional Advisor Development

Community Foundation of Greater Memphis

1900 Union Avenue | Memphis, TN 38104


(901) 722-0027 | (901) 722-0010 (fax)


Strengthening our community through philanthropy

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We have advised you to seek your own legal and tax advice in connection with gift and planning matters. The Community Foundation of Greater Memphis does not provide legal or tax advice.  The foregoing correspondence was not written or intended to be relied upon, nor can it be used by any taxpayer for the purpose of avoiding Federal tax penalties.  This disclaimer is made to comply with Circular 230 issued by the U.S. Treasury Department.


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