Lunch Training via Zoom WHO: Bill Zook JD, Principal, Evergreen Planned Giving LLC, Seattle Carol Kowalski CAP®, Director of Principal & Planned Giving, YMCA of Pierce and Kitsap Counties Gary […]
THE 9TH ANNUAL SOUTH SOUND PHILANTHROPY SUMMIT SEPTEMBER 24, 2021, 8:00 a.m. to 1:00 p.m CFRE Credits: 1.75 How do we harness this pivotal time? How do we best support […]
The SSPGC board meets to discuss on-going initiatives and chapter business. If you would like more information, please email sspgcouncil@gmail.com or call Rick Oldenburg, Executive Director, at 253-691-3195.
Tax Basics with Jeanne Sacks CPA, CGMA, CAP®, Tax Manager, Johnson Stone Pagano Rick Oldenburg CAP®, Principal Consultant of Oldenburg & Associates Outline: I. Income tax II. Estate tax A. Federal […]
Tax Basics with Jeanne Sacks CPA, CGMA, CAP®, Tax Manager, Johnson Stone Pagano Rick Oldenburg CAP®, Principal Consultant of Oldenburg & Associates Outline: I. Income tax II. Estate tax A. Federal […]
Current Gifts with Kaarin Austin, JD – Director of Gift Planning, Pacific Lutheran University Outline: I. Cash II. Appreciated property III. Specific assets A. Stocks B. Mutual funds C. Tangible […]
Lunch Training via Zoom: Transfer of Wealth and How it May Affect Philanthropy This is a ZOOM meeting and therefore NO CHARGE to attend – so register now. We will […]
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 […]
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 […]
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 […]
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 […]
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 […]