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 […]
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 […]
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 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 […]
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 […]
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 […]
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., […]
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 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 […]
Prices: Member $27 Non-member $40 Description: Nonprofits play a critical role in protecting our civic safety net during times of economic uncertainty, funding cuts, and shifting donor behavior. Join Jan Jacobs, CAP®, Senior Vice President and Philanthropic Client Manager with Bank of America Private Bank, for an inspiring and practical conversation on resilience, philanthropy, and […]
Join SSPGC and Leave 10 South Sound on July 8 from Noon–1:00 PM for a Make-A-Will Month webinar focused on practical, real-world approaches to legacy giving. In this session, you’ll hear from a panel of experienced fundraisers about simple, actionable strategies to increase legacy gifts and highlight Make-A-Will Month at your organization. Whether you’re just getting started […]
Hear from a leading expert on why “blended gifts” may be the perfect solution for your donor and your organization. You will learn about “blended gifts” and how they may be used to secure, in many cases, a donors’ largest current and deferred gift commitment in support of your mission. About the Speaker - Darren […]