Video recordings are available for many of our past presentations.
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“All the Tools You Need in Your Estate Plan”Understanding the essential pieces of a complete estate plan. |
| Join SSPGC as we welcome Hayden Taylor, Attorney at Law, for an informative overview of the key documents that make up a comprehensive estate plan.
What documents should be included in an estate plan—and what role does each one play? Hayden will walk us through the typical documents used to address legal, financial, and medical matters, explaining what each document does and how they work together to create a complete estate plan. Whether you work with donors, clients, or families on legacy planning, this session will provide a helpful foundation for understanding the essential pieces of an estate plan and the important considerations that may accompany them. Hayden Taylor is a partner at Eisenhower Carlson PLLC in Tacoma, WA, and an experienced member of the firm’s estate planning practice group. |
Date: Wed, October 21, 2026
Time: Noon-1:00 PM
Location: TAM
1701 Pacific Avenue
Tacoma, WA 98402
Ticket Cost:
SSPGC Members $27
Non-Members $40
Register Here
Please note: Lunch selections must be made by October 10. Registrants after October 10 will receive one of the limited lunch options we order based on availability.
September 18 – November 6, 2026 The Basics of Planned Giving 101
Time to Brush Up Your Skills?
Planned giving doesn’t have to be complicated. Whether you’re new to charitable gift planning or want to refresh your knowledge, this course offers practical guidance on the tools and strategies you’re most likely to encounter. Build your confidence, strengthen your conversations with donors and clients, and connect with peers who are navigating planned giving, too.
This 7 – session course is presented weekly via Zoom.
Click Here for more information and the Full Course Outline.
Registration Closed.
November 18, 2026 Life Income Gifts Funded with Real Estate
Presented by Laura Alexander, TIAA Kaspcik
Let’s gather via Zoom for an informative discussion on Life Income Gifts funded with Real Estate.
Cost: FREE
Register Here!
December 10, 2026 SSPGC Annual Meeting and Holiday Party
Location: Woven 4:30pm – 6:30pm
Members Only – We look forward to gathering with you! Invitations will be sent separately.
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11:00 am – 12:30 pm
Board Meetings are held on the third Tuesday of the month in January, March, May, July, September, and November.
12:00 – 1:00 pm
Lunch sessions alternate between paid and free (brown bag) trainings, and are held on the 3rd Wednesday of the month, except in September and December. A Day With… will replace the May/June sessions.
Each fall, SSPGC offers our community an opportunity to acquire a basic knowledge of Planned Giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. These sessions are live on ZOOM, so it is easier for students to attend.