Basics of Planned Giving: Session 1 – Tax Basics

Virtual

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 […]

$47.50

Basics of Planned Giving: Session 1 – Tax Basics

Virtual

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 […]

Basics of Planned Giving: Session 2 – Current Gifts

Virtual

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 […]

Basics of Planned Giving: Session 5 – CRTs

Virtual

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 […]

Basics of Planned Giving: Session 6 – 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 […]

Board Meeting

Virtual

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.

Free

SSPGC Member Annual Meeting

Virtual

SSPGC Annual Meeting via Zoom   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. […]

Free