South Sound Philanthropy Summit

Virtual

THE 10TH ANNUAL SOUTH SOUND PHILANTHROPY SUMMIT Join us Friday, September 30th, as we launch into a new decade of INTENTIONAL PHILANTHROPY. What do you seek to create? The bridge between aspiration, vision, strategy and impact is INTENTION. Learn more with inspiring keynotes and experts, panel discussions, breakouts, friends and colleagues, and all the fun […]

Basics of Planned Giving: Session 1 – Tax Basics

Virtual

Tax Basics with Jeanne Sacks CPA, CGMA, CAP®, Tax Manager, Johnson Stone Pagano Rick Oldenburg CAP®, Principal Consultant of Oldenburg & Associates Outline: I. Income tax II. Estate tax A. Federal B. Washington state III. Gift tax IV. Generation Skipping Tax (GST) V. Charitable deductions/exclusions Each fall, SSPGC offers our community an opportunity to acquire a […]

Lunch Training

Virtual

Lunch Training via Zoom   This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. We will send out the ZOOM link several days prior to the meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out […]

Free

Basics of Planned Giving: Session 2 – Current Gifts

Virtual

Current Gifts with Kaarin Austin, JD – Director of Major and Planned Giving, KNKX Public Radio Outline: I. Cash II. Appreciated property III. Specific assets A. Stocks B. Mutual funds C. Tangible property D. Real estate IV. General deductibility rules A. 60% rule B. 30% rule C. Carryovers V. Donor Advised Funds Each fall, SSPGC […]

Basics of Planned Giving: Session 3 – Bequests, Substitutes & Probate

Virtual

Bequests, Substitutes & Probate with Colby Parks, JD, Estate Planning Attorney, A. Colby Parks, Attorney at Law, P.S. Outline: I. Bequests A. Wills B. Revocable living trusts C. Types of bequests 1. Specific 2. Residuary 3. Contingent II. Bequest substitutes A. Definition B. Examples III. Probate Process Each fall, SSPGC offers our community an opportunity […]

Basics of Planned Giving: Session 4 – CGAs & Remainder Interests

Virtual

CGAs & Remainder Interests with Doug Page, CAP®, Executive Director, Gift Planning, Pacific Lutheran University Outline: I. CGAs October 29, 2021 A. Definition B. Types 1. Immediate 2. Deferred C. Varieties D. Basic Washington rules E. Reinsurance F. Community foundations II. Remainder interests A. Home B. Farm Each fall, SSPGC offers our community an opportunity to […]

Basics of Planned Giving: Session 5 – CLTs

Virtual

Tax Basics with Todd Blodgett, JD, Estate Planning Attorney, Eisenhower Carlson PLLC Outline: I. CLATs (Charitable Lead Annuity Trust) II. CLUTs (Charitable Lead UniTrust) 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. Sessions […]

Lunch Training

Virtual

Lunch Training via Zoom   This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. We will send out the ZOOM link several days prior to the meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out […]

Free

Basics of Planned Giving: Session 6 – CRTs

Virtual

CRTs with Rick Oldenburg CAP®, Principal, Oldenburg & Associates Outline: I. CRATs (Charitable Remainder Annuity Trust) II. CRUTs Charitable Remainder UniTrust) 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. Sessions are held via Zoom […]

Basics of Planned Giving: Session 7 – Putting It All Together

Virtual

Putting It All Together with All Instructors Outline: I. How to recognize a Planned Giving prospect A. Situations to look for B. Verbal cues II. How to get help 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 […]

SSPGC Member Annual Meeting – Tentative

Virtual

SSPGC Annual Meeting - Tentative This is a ZOOM meeting of the SSPGC membership. We will send out more information and the ZOOM link several days prior to the meeting. REGISTER below, and REMEMBER: Bring your favorite beverage to the computer with you, and we hope to see you there! Fill out the form below to […]

Free