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 […]

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 you there! Fill out […]

Free

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 […]

SSPGC Member Annual Meeting – Tentative

Virtual

SSPGC Annual Meeting - Tentative This is a ZOOM meeting of the SSPGC membership. We will send out more information and the ZOOM link several days prior to the meeting. REGISTER below, and REMEMBER: Bring your favorite beverage to the computer with you, and we hope to see you there! Fill out the form below to […]

Free

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. WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning […]

Free

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. WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning […]

Free

Lunch Training

Virtual

Lunch Training In Person at La Quinta Inn & Suites This is an in person meeting. Register now HERE. WHAT: What we all need to know about Secure Act 2.0 (Consolidated Appropriations Act of 2023) – and how affects your work in 2023 MODERATOR: Jeff Myers JD LLM  Sr. Vice President & Private Client Mngr., […]

$30

Lunch Zoom Training: Electronic Will Signing – How it affects the Gift Planning Parties

Virtual

Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties   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. The South Sound Planned Giving Council has secured time and expertise of […]

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. Topic to be shared soon! REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to […]