Lunch Training: Is the Stretch IRA dead?

Virtual

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 […]

Free

South Sound Philanthropy Summit

Virtual

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 […]

$30.00

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

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 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 […]

$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 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 […]

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 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 […]

Lunch Training: Transfer of Wealth and How it May Affect Philanthropy

Virtual

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 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, […]

Free

Basics of Planned Giving: Session 3 – Bequests, Substitutes & Probate

Virtual

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 bequests 1. Specific 2. Residuary 3. Contingent II. Bequest substitutes A. Definition B. Examples III. Probate Process Each fall, SSPGC offers our community an opportunity […]

Basics of Planned Giving: Session 4 – CGAs & Remainder Interests

Virtual

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 2. Deferred C. Varieties D. Basic Washington rules E. Reinsurance F. Community foundations II. Remainder interests A. Home B. Farm Each fall, SSPGC offers our […]