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 Brooks CFP, CSRIC, Partner, BHJ Wealth Managers, Gig Harbor WHAT: Is the Stretch IRA dead? Yes & No! The idea that lives on. The South […]
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 our nonprofit organizations in their missions, while feeding our own souls, in what has been a continuous struggle for funding and equity? The 2021 South […]
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 B. Washington state III. Gift tax IV. Generation Skipping Tax (GST) V. Charitable deductions/exclusions Each fall, SSPGC offers our community an opportunity to acquire a […]
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 B. Washington state III. Gift tax IV. Generation Skipping Tax (GST) V. Charitable deductions/exclusions Each fall, SSPGC offers our community an opportunity to acquire a […]
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 property D. Real estate IV. General deductibility rules A. 60% rule B. 30% rule C. Carryovers V. Donor Advised Funds Each fall, SSPGC offers our […]