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 […]

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 […]

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 […]