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X-WR-CALDESC:Events for South Sound Planned Giving Council
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DTSTART;TZID=America/Los_Angeles:20220420T120000
DTEND;TZID=America/Los_Angeles:20220420T130000
DTSTAMP:20220411T134705Z
CREATED:20220113T214546Z
LAST-MODIFIED:20220411T134705Z
UID:1336-1650456000-1650459600@sspgcouncil.org
SUMMARY:Lunch Training: Everything you want to know about CRYPTO\, but are afraid to ask!
DESCRIPTION:Lunch Training via Zoom \nSSPGC is pleased to bring back Steve Slotemaker\, TIAA Kaspick\, who will enlighten us\non Crypto Currency\, Crypto Exchanges\, and more. \nWhat is Crypto Currency?  Should your organization be inviting Crypto gifts AND are\nyou ready for them?  What makes Crypto such an enticing subject anyway?  AND\,\nhow does it really work? How can it be ultra safe\, secretive and yet wide open to the\npublic?  What makes it work at all? \nJoin us for an enlightening presentation that will help you understand the\nins and outs\, the ups and downs\, and how crypto works from the inside out! \nWHO: Steve Slotemaker\, TIAA Kaspick\, Relationship Manager\nWHAT: Everything you want to know about CRYPTO\, but are afraid to ask!\nWHEN: Wednesday\, April 20\, 2022   Noon- 1 pm  ZOOM Platform \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-7/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20220316T120000
DTEND;TZID=America/Los_Angeles:20220316T130000
DTSTAMP:20220309T221932Z
CREATED:20220113T211558Z
LAST-MODIFIED:20220309T221932Z
UID:1327-1647432000-1647435600@sspgcouncil.org
SUMMARY:Lunch Training: Best Practices Roundtable - observations in real-time of our estate & gift planning environment
DESCRIPTION:Lunch Training via Zoom \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nOn Wednesday\, March 16th\, four area experts\, will weigh in on what\nthey are seeing in their respective areas of expertise! THEN\, they’ll open it up for\nquestions.  In addition\, if you have a case you are working\, or a presentation you are\npreparing and not sure if you are absolutely on the right track\, this is your opportunity\nto get some FREE ADVICE. \nThe law continues to change\, the pandemic is starting its 3rd year and clients and\ndonors are responding in ways you might not have imagined.  This is why it is so\nimportant to get a 3-D view of our planning world from four sets of eyes!  You are\nsure to learn something you can use right away next Wednesday.\n\nWHO: Brianne Kampbell JD\, Estate Planning Attorney\, Kampbell Legal Planning;\nJeff Myers JD LLM\, Sr. Vice President & Private Client Manager\, Bank of\nAmerica Private Bank\nMindie Reule CAP®\, Executive Director\, Community Foundation of South\nPuget Sound\nBill Zook JD\, Principal\, Evergreen Planned Giving\, Seattle\nMODERATOR:  Doug Page CAP®; Executive Director of Gift Planning\, PLU\nWHAT: Best Practices Roundtable\, observations in real-time of our Estate\nand Gift Planning environment.\nWHEN: Wednesday\, March 16\, 2022   Noon- 1 pm  ZOOM Platform \nJoin us for a session full of information\, valuable insights\, and useful ideas to help you\nunderstand our working environment as well as stay up with the latest thinking. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-6/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20220216T120000
DTEND;TZID=America/Los_Angeles:20220216T130000
DTSTAMP:20220125T165107Z
CREATED:20220113T205846Z
LAST-MODIFIED:20220125T165107Z
UID:1324-1645012800-1645016400@sspgcouncil.org
SUMMARY:Lunch Training: Tales from the Trenches - 2 Organizations Bootstrapped their Planned Giving Program in 18  months using SSPGC education and Leave 10 materials
DESCRIPTION:Lunch Training via Zoom:  \n2 Organizations Bootstrapped their Planned Giving Program in 18 \nmonths using SSPGC education and Leave 10 materials- Tales from the Trenches – YMCA\nof Pierce & Kitsap\, Carol Kowalski\, CAP® AND Pierce County Habitat for Humanity\,\nSherrana Kildun\, CAP® \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see you there! \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-5/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20220119T120000
DTEND;TZID=America/Los_Angeles:20220119T130000
DTSTAMP:20220113T213314Z
CREATED:20211105T141758Z
LAST-MODIFIED:20220113T213314Z
UID:1225-1642593600-1642597200@sspgcouncil.org
SUMMARY:Lunch Training: What Boundaries?  A Purpose Mindset is for Individuals and Big Corporations.
DESCRIPTION:Lunch Training via Zoom \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see at noon on the 19th. \nJust when you thought you knew everything about people\, along comes someone\nwho is so compelling and thought-provoking that it makes you sit still\, listen and\nlearn more.  What a great country we live in!\n\nAkhtar Badshah will relate his book Purpose Mindset:  How Microsoft Inspires\nEmployees and Alumni to Change the World to us in a very real and useful way.\nThis session can be eye-opening and change the way we see ourselves and others\nin the community. \nWhen Akhtar Badshah joined Microsoft as head of its global philanthropic efforts\nback in 2004\, the company’s reputation was not exactly warm and fuzzy. Fast-\nforward to the present day\, and Microsoft is now considered perhaps the most\nbenign of the giant tech companies and one of the most admired in any industry. \nAkhtar says\, “I feel that this was the untold story of Microsoft\, Bill Gates\, and their\nleadership. Yes\, they continue to change the world with technology\, but they also\nunleash thousands of people who go out and make a difference\, because they were\ninculcated with purpose through Microsoft’s giving programs.” \n“The fact that Microsoft created this space for engagement to happen between its\nemployees and its community is critical.”\n\nAkhtar left Microsoft in 2014 to join the UW Faculty and create a new startup.  He\nsits on boards affecting local and national audiences and is a bundle of energy.\n(https://www.linkedin.com/in/akhtar-badshah-6250105/) \nTake a break from the technical and sometimes mundane\, to join us for a new kind\nof program.  From his graduation with a PhD in Architecture and Environmental\nStudies form M.I.T\, to Microsoft\, to entrepreneur and professor\, this is a person\nwho is not corralled by intellectual boundaries – a person who can inspire us all. \nWHO: Akhtar Badshah\, PhD;  Professor\, Entrepreneur\, Innovator and Author of\nPurpose Mindset: How Microsoft Inspires Employees and Alumni\nto Change the World.\nWHAT: What Boundaries?  A Purpose Mindset is for Individuals AND\nbig corporations.\nWHEN: Wednesday\, January 19\, 2022  Noon- 1 pm  ZOOM Platform \n  \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-4/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211202T163000
DTEND;TZID=America/Los_Angeles:20211202T180000
DTSTAMP:20211105T142204Z
CREATED:20211105T142204Z
LAST-MODIFIED:20211105T142204Z
UID:1228-1638462600-1638468000@sspgcouncil.org
SUMMARY:SSPGC Member Annual Meeting
DESCRIPTION:SSPGC Annual Meeting via Zoom \n  \nThis is a ZOOM meeting of the SSPGC membership.\nWe will send out more information and the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your favorite\nbeverage to the computer with you\, and we hope to see at noon on the 2nd. \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/sspgc-member-annual-meeting/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211117T120000
DTEND;TZID=America/Los_Angeles:20211117T130000
DTSTAMP:20211105T142632Z
CREATED:20210809T185224Z
LAST-MODIFIED:20211105T142632Z
UID:773-1637150400-1637154000@sspgcouncil.org
SUMMARY:Lunch Training: Everything about the new WA Capital Gains Tax\, Business Sales & Use Tax updates and more
DESCRIPTION:Lunch Training via Zoom \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and beverage to the computer with you\, and we hope to see at noon on the 18th. \nRobert L (Bob) Mahon is a Partner with Perkins-Coie in their Seattle Office and his specialty is Washington State Tax Law.  Bob is chair of the firm’s Tax practice area and he focuses on helping clients minimize and comply with state and local taxes.  He joined the American Bar Associations Tax Section\, State and Local Tax Committee in 1996 and has been the Editor-in-Chief of the ABA’s Sales & Use Tax Deskbook\, ever since.  That Deskbook is the source everyone goes to for definitive answers. \nBob will report on what is happening with Washington’s Capital Gains Tax and the lawsuit against its implementation\, as well as other things bubbling up in Olympia and around the State.  We are lucky to have his knowledge and experience available for sharing on Wednesday November 17th at Noon. \nAs gift planners\, we know that tax considerations generally enter the picture AFTER a donor or client has decided they want to do something with a nonprofit. While seldom the REASON the gift is made\, being familiar with and knowing something about taxes opens informational and advising doors for you. \nKnowing how business interests and Sales and Use Taxes affect profits may mean the difference in suggesting a gift that has the potential to minimize a tax hit and benefit the donor’s business\, heirs\, and a nonprofit at the same time. \nPlan to join us as Bob Mahon gets us up to speed on Washington State updates. Whether you are a Legal\, Tax\, Investment\, or Nonproift Gift Planner – this will help you see the bigger picture while offering the opportunity to get the straight scoop from an expert in Washington Tax Law. \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-3/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211020T120000
DTEND;TZID=America/Los_Angeles:20211020T130000
DTSTAMP:20211015T202239Z
CREATED:20210809T185050Z
LAST-MODIFIED:20211015T202239Z
UID:770-1634731200-1634734800@sspgcouncil.org
SUMMARY:Lunch Training: Transfer of Wealth and How it May Affect Philanthropy
DESCRIPTION:Lunch Training via Zoom:\nTransfer of Wealth and How it May Affect Philanthropy \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and beverage to the computer with you\, and we hope to see at noon on the 18th. \nGreater Tacoma Community Foundation just spent a year and research resources to create the Transfer of Wealth Study for Pierce County.  It is the update to the one they commissioned 10 years ago.  The information is both surprising and immediately useful. \nBut knowing who has the money is just the beginning.  The discussion on what can be done with some of that wealth at the very moment it transitions from one family member to another\, may be the key to unlocking a brighter future for the community through the causes and the nonprofits that resonate with the donor.  Did you know most people never HAVE the conversation regarding the power they have to effect change in the South Sound?  Which means they don’t know the greater good they could be part of?  It’s up to us to change that. \nProfessional Advisors and Fundraisers – we all work beside donors in the South Sound who live at the crossroads between having a positive impact on the community and using their resources in the most efficient\, wisest way.  It is where philanthropy meets practicality. \nPlan to join us as we explore several new tools to help both Nonprofits and Professional Advisors work on multiple levels to help clients and donors play a greater part in imagining and impacting the future. \nYou will leave this meeting with helpful information and ideas to assist you in conversations regarding planning and donation opportunities.  These ideas can help enhance your effectiveness and help cement an unbreakable bond between you and your donor/client. \nWHO: Evelyn Ryberg\, CAP®\, Senior Director of Philanthropic Services\, GTCF\nRick Oldenburg\, CAP®\, Principal\, Gift Planning Advisor\, Oldenburg & Assoc.\nWHAT: Transfer of Wealth and How it May Affect Philanthropy\nWHEN: Wednesday\, October 20\, 2021   Noon- 1 pm  ZOOM Platform \nJoin us for a session full of information\, valuable insights and knowledgeable about the aging Baby Boomers and their possible influence on Philanthropy throughout the South Sound. \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-2/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20210818T120000
DTEND;TZID=America/Los_Angeles:20210818T130000
DTSTAMP:20210809T185316Z
CREATED:20210805T224440Z
LAST-MODIFIED:20210809T185316Z
UID:692-1629288000-1629291600@sspgcouncil.org
SUMMARY:Lunch Training: Is the Stretch IRA dead?
DESCRIPTION:Lunch Training via Zoom \nWHO: \n\nBill Zook JD\, Principal\, Evergreen Planned Giving LLC\, Seattle\nCarol Kowalski CAP®\, Director of Principal & Planned Giving\,\nYMCA of Pierce and Kitsap Counties\nGary Brooks CFP\, CSRIC\, Partner\, BHJ Wealth Managers\, Gig Harbor\n\nWHAT: Is the Stretch IRA dead? Yes & No! The idea that lives on. \nThe South Sound Planned Giving Council Board invites you to our 8th Free\nBrown Bag lunch of 2021. It’s all about the death of Stretch IRAs – or are\nthere ways to BREATH NEW LIFE into the strategy. The background\nexplanation by panelists with be welcome information and their creative ideas\non workarounds are relatable to both Professional Advisors and Fundraisers\nalike\, as we all work with our clients and donors in the South Sound. \nBill Zook JD\, Evergreen Planned Giving is well known throughout King and\nPierce County and leads a stellar panel which includes Carol Kowalski CAP\,\nYMCA of Pierce and Kitsap Counties\, and Gary Brooks CFP\, CSRIC\, of BHJ\nWealth Managers. Together they form a powerful source of information for\neveryone – and you should consider setting aside 60 minutes during your\nlunch hour on Wednesday\, August 18\, to learn and grow your understanding\nof this topic. \nYou will walk away with helpful information and ideas that will help you in\nyour conversations regarding planning and donation opportunities that will\nenhance your work. \nJoin us for a session full of information\, valuable insights\, and useful ideas to\nhelp keep you knowledgeable about a situation that is becoming more\nprevalent each year as Baby Boomers age – inheriting IRAs. \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so reply now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and\nbeverage to the computer with you\, and we hope to see at noon on the 18th. \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training/
LOCATION:Virtual
CATEGORIES:Lunch Training
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