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X-WR-CALDESC:Events for South Sound Planned Giving Council
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DTSTART;TZID=America/Los_Angeles:20221130T120000
DTEND;TZID=America/Los_Angeles:20221130T130000
DTSTAMP:20260606T050803
CREATED:20220929T235958Z
LAST-MODIFIED:20220930T000033Z
UID:1504-1669809600-1669813200@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 7 - Putting It All Together
DESCRIPTION:Putting It All Together\nwith All Instructors \nOutline:\nI. How to recognize a Planned Giving prospect \nA. Situations to look for\nB. Verbal cues \nII. How to get help \nEach 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 and will not be offered at individually – you must sign up for the entire series. \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-7-putting-it-all-together-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221118T120000
DTEND;TZID=America/Los_Angeles:20221118T130000
DTSTAMP:20260606T050803
CREATED:20220929T235632Z
LAST-MODIFIED:20220929T235646Z
UID:1497-1668772800-1668776400@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 6 - CRTs
DESCRIPTION:CRTs\nwith \nRick Oldenburg CAP®\, Principal\, Oldenburg & Associates \nOutline:\nI. CRATs (Charitable Remainder Annuity Trust)\nII. CRUTs Charitable Remainder UniTrust) \nEach 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 will not be offered at individually – you must sign up for the entire series. \nCost:\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-5-crts-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221109T120000
DTEND;TZID=America/Los_Angeles:20221109T130000
DTSTAMP:20260606T050803
CREATED:20220929T235840Z
LAST-MODIFIED:20220929T235840Z
UID:1500-1667995200-1667998800@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 5 - CLTs
DESCRIPTION:Tax Basics\nwith \nTodd Blodgett\, JD\, Estate Planning Attorney\, Eisenhower Carlson PLLC \nOutline:\nI. CLATs (Charitable Lead Annuity Trust)\nII. CLUTs (Charitable Lead UniTrust) \nEach 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 and will not be offered at individually – you must sign up for the entire series. \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-5-clts/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221102T120000
DTEND;TZID=America/Los_Angeles:20221102T130000
DTSTAMP:20260606T050803
CREATED:20220929T235421Z
LAST-MODIFIED:20220929T235421Z
UID:1496-1667390400-1667394000@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 4 - CGAs & Remainder Interests
DESCRIPTION:CGAs & Remainder Interests\nwith \nDoug Page\, CAP®\, Executive Director\, Gift Planning\, Pacific Lutheran University \nOutline:\nI. CGAs October 29\, 2021 \nA. Definition\nB. Types \n1. Immediate\n2. Deferred \nC. Varieties\nD. Basic Washington rules\nE. Reinsurance\nF. Community foundations \nII. Remainder interests \nA. Home\nB. Farm \nEach 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 and will not be offered at individually – you must sign up for the entire series. \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-4-cgas-remainder-interests-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221026T120000
DTEND;TZID=America/Los_Angeles:20221026T130000
DTSTAMP:20260606T050803
CREATED:20220929T235148Z
LAST-MODIFIED:20220929T235148Z
UID:1493-1666785600-1666789200@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 3 - Bequests\, Substitutes & Probate
DESCRIPTION:Bequests\, Substitutes & Probate\nwith \nColby Parks\, JD\, Estate Planning Attorney\, A. Colby Parks\, Attorney at Law\, P.S. \nOutline:\nI. Bequests \nA. Wills\nB. Revocable living trusts\nC. Types of bequests \n1. Specific\n2. Residuary\n3. Contingent \nII. Bequest substitutes \nA. Definition\nB. Examples \nIII. Probate Process \nEach 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 and will not be offered at individually – you must sign up for the entire series. \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-3-bequests-substitutes-probate-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221021T120000
DTEND;TZID=America/Los_Angeles:20221021T130000
DTSTAMP:20260606T050803
CREATED:20220929T234550Z
LAST-MODIFIED:20220929T234739Z
UID:1490-1666353600-1666357200@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 2 - Current Gifts
DESCRIPTION:Current Gifts\nwith \nKaarin Austin\, JD – Director of Major and Planned Giving\, KNKX Public Radio \nOutline:\nI. Cash\nII. Appreciated property\nIII. Specific assets \nA. Stocks\nB. Mutual funds\nC. Tangible property\nD. Real estate \nIV. General deductibility rules \nA. 60% rule\nB. 30% rule\nC. Carryovers \nV. Donor Advised Funds \nEach 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 online via Zoom and will not be offered at individually – you must sign up for the entire series. \n\nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-2-current-gifts-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221012T120000
DTEND;TZID=America/Los_Angeles:20221012T130000
DTSTAMP:20260606T050803
CREATED:20220929T234048Z
LAST-MODIFIED:20220929T234215Z
UID:1486-1665576000-1665579600@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 1 - Tax Basics
DESCRIPTION:Tax Basics\nwith \n\nJeanne Sacks CPA\, CGMA\, CAP®\, Tax Manager\, Johnson Stone Pagano\nRick Oldenburg CAP®\, Principal Consultant of Oldenburg & Associates\n\nOutline:\nI. Income tax\nII. Estate tax \nA. Federal\nB. Washington state \nIII. Gift tax\nIV. Generation Skipping Tax (GST)\nV. Charitable deductions/exclusions \nEach 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 online via Zoom and will not be offered at individually – you must sign up for the entire series. \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-1-tax-basics-3/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211203T120000
DTEND;TZID=America/Los_Angeles:20211203T130000
DTSTAMP:20260606T050803
CREATED:20210916T210320Z
LAST-MODIFIED:20211015T210435Z
UID:1165-1638532800-1638536400@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 7 - Putting It All Together
DESCRIPTION:Putting It All Together\nwith All Instructors \nOutline:\nI. How to recognize a Planned Giving prospect \nA. Situations to look for\nB. Verbal cues \nII. How to get help \nEach 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 is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-7-putting-it-all-together/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211119T120000
DTEND;TZID=America/Los_Angeles:20211119T130000
DTSTAMP:20260606T050803
CREATED:20210916T204419Z
LAST-MODIFIED:20211015T210524Z
UID:1158-1637323200-1637326800@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 6 - CLTs
DESCRIPTION:Tax Basics\nwith \nTodd Blodgett\, JD\, Estate Planning Attorney\, Eisenhower Carlson PLLC \nOutline:\nI. CLATs (Charitable Lead Annuity Trust)\nII. CLUTs (Charitable Lead UniTrust) \nEach 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 is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-6-clts/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211105T120000
DTEND;TZID=America/Los_Angeles:20211105T130000
DTSTAMP:20260606T050803
CREATED:20210916T192622Z
LAST-MODIFIED:20211015T210634Z
UID:1146-1636113600-1636117200@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 5 - CRTs
DESCRIPTION:CRTs\nwith \nRick Oldenburg CAP®\, Principal Consultant of Oldenburg & Associates \nOutline:\nI. CRATs (Charitable Remainder Annuity Trust)\nII. CRUTs Charitable Remainder UniTrust) \nEach 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 is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost:\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-5-crts/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211029T120000
DTEND;TZID=America/Los_Angeles:20211029T130000
DTSTAMP:20260606T050803
CREATED:20210916T190050Z
LAST-MODIFIED:20211015T210717Z
UID:1140-1635508800-1635512400@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 4 - CGAs & Remainder Interests
DESCRIPTION:CGAs & Remainder Interests\nwith \nDoug Page\, CAP®\, Executive Director\, Gift Planning and Grant Development at Pacific Lutheran University \nOutline:\nI. CGAs October 29\, 2021 \nA. Definition\nB. Types \n1. Immediate\n2. Deferred \nC. Varieties\nD. Basic Washington rules\nE. Reinsurance\nF. Community foundations \nII. Remainder interests \nA. Home\nB. Farm \nEach 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 is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-4-cgas-remainder-interests/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211022T120000
DTEND;TZID=America/Los_Angeles:20211022T130000
DTSTAMP:20260606T050803
CREATED:20210916T184205Z
LAST-MODIFIED:20211015T210831Z
UID:1134-1634904000-1634907600@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 3 - Bequests\, Substitutes & Probate
DESCRIPTION:Bequests\, Substitutes & Probate\nwith \nColby Parks\, JD\, Estate Planning Attorney\, A. Colby Parks\, Attorney at Law\, P.S. \nOutline:\nI. Bequests \nA. Wills\nB. Revocable living trusts\nC. Types of bequests \n1. Specific\n2. Residuary\n3. Contingent \nII. Bequest substitutes \nA. Definition\nB. Examples \nIII. Probate Process \nEach 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 is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-3-bequests-substitutes-probate/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211015T120000
DTEND;TZID=America/Los_Angeles:20211015T130000
DTSTAMP:20260606T050803
CREATED:20210916T183156Z
LAST-MODIFIED:20211015T204507Z
UID:1124-1634299200-1634302800@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 2 - Current Gifts
DESCRIPTION:Current Gifts\nwith \nKaarin Austin\, JD – Director of Gift Planning\, Pacific Lutheran University \nOutline:\nI. Cash\nII. Appreciated property\nIII. Specific assets \nA. Stocks\nB. Mutual funds\nC. Tangible property\nD. Real estate \nIV. General deductibility rules \nA. 60% rule\nB. 30% rule\nC. Carryovers \nV. Donor Advised Funds \nEach 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 is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \n\nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-2-current-gifts/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211008T120000
DTEND;TZID=America/Los_Angeles:20211008T130000
DTSTAMP:20260606T050803
CREATED:20210916T182026Z
LAST-MODIFIED:20210916T235948Z
UID:1119-1633694400-1633698000@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 1 - Tax Basics
DESCRIPTION:Tax Basics\nwith \n\nJeanne Sacks CPA\, CGMA\, CAP®\, Tax Manager\, Johnson Stone Pagano\nRick Oldenburg CAP®\, Principal Consultant of Oldenburg & Associates\n\nOutline:\nI. Income tax\nII. Estate tax \nA. Federal\nB. Washington state \nIII. Gift tax\nIV. Generation Skipping Tax (GST)\nV. Charitable deductions/exclusions \nEach 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 is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-1-tax-basics/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
END:VCALENDAR