Best Practices

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Gift Planning Best Practices
As a part of Woodmark's Legacy Advancement initiative, in 2019 Woodmark members formed the Gift Planning Collaborative and teamed up with consultant Kathryn Miree to produce Woodmark’s Gift Planning Best Practices.  Learn more about the process the Gift Planning Collaborative underwent to support members’ efforts to strengthen gift-planning practices and programs.

Interested in strategizing about a complicated gift planning opportunity? Curious about where to start to implement the Gift Planning Best Practices? Meet Kathryn Miree and reach out to her with your question today. 
Kathryn Miree
Kathryn Miree
Kathryn Miree & Associates

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