Lunch Training: Transfer of Wealth and How it May Affect Philanthropy

Virtual

Lunch Training via Zoom: Transfer of Wealth and How it May Affect Philanthropy   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, […]

Free

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 and Grant Development at 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 […]

Basics of Planned Giving: Session 5 – CRTs

Virtual

CRTs with Rick Oldenburg CAP®, Principal Consultant of 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. If in-person instruction […]

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 at noon on the […]

Free

Basics of Planned Giving: Session 6 – 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. If […]

Board Meeting

Virtual

The SSPGC board meets to discuss on-going initiatives and chapter business. If you would like more information, please email sspgcouncil@gmail.com or call Rick Oldenburg, Executive Director, at 253-691-3195.

Free

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 […]