Best Practices

Latest Happenings: Woodmark best practices

Gift Planning Best Practices
Do you know about Woodmark's gift planning best practices? Earlier this summer, a team of Woodmark members, including leaders and practitioners in gift-planning, teamed up with consultant Kathryn Miree to produce a “working” version of Woodmark’s gift planning best practices.  Take a look here and learn more about the process that went into its development. These best practices establish a baseline for work that is underway, aimed at supporting members’ efforts to strengthen their gift-planning practices and programs.

Are you interested in learning more about Woodmark's Legacy Collaborative? Meet Kathryn Miree and reach out to her with your question today. 
Kathryn Miree
Kathryn W. Miree, President
Kathryn W. Miree & Associates, Inc.

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Legacy Collaborative team members

Meet Woodmark members serving on the
Legacy Collaborative