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 […]

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 […]

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 […]