South Sound Philanthropy Summit
VirtualTHE 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 […]
$30.00
12 events found.
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Board Meeting
VirtualThe 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.
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Basics of Planned Giving: Session 1 – Tax Basics
VirtualTax 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 […]
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Basics of Planned Giving: Session 1 – Tax Basics
VirtualTax 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 […]
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Basics of Planned Giving: Session 2 – Current Gifts
VirtualCurrent 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 […]
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Lunch Training: Transfer of Wealth and How it May Affect Philanthropy
VirtualLunch 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 […]
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Basics of Planned Giving: Session 3 – Bequests, Substitutes & Probate
VirtualBequests, 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 […]
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Basics of Planned Giving: Session 4 – CGAs & Remainder Interests
VirtualCGAs & 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 […]
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Basics of Planned Giving: Session 5 – CRTs
VirtualCRTs 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 […]
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Lunch Training: Everything about the new WA Capital Gains Tax, Business Sales & Use Tax updates and more
VirtualLunch 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 […]
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Basics of Planned Giving: Session 6 – CLTs
VirtualTax 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 […]
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Board Meeting
VirtualThe 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.
Free