South Sound Philanthropy Summit

Virtual

THE 10TH ANNUAL SOUTH SOUND PHILANTHROPY SUMMIT Join us Friday, September 30th, as we launch into a new decade of INTENTIONAL PHILANTHROPY. What do you seek to create? The bridge […]

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 […]

Lunch Training

Virtual

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 […]

Free

Basics of Planned Giving: Session 2 – Current Gifts

Virtual

Current Gifts with Kaarin Austin, JD – Director of Major and Planned Giving, KNKX Public Radio Outline: I. Cash II. Appreciated property III. Specific assets A. Stocks B. Mutual funds […]

Basics of Planned Giving: Session 5 – 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 […]

Lunch Training

Virtual

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 […]

Free

Basics of Planned Giving: Session 6 – CRTs

Virtual

CRTs with Rick Oldenburg CAP®, Principal, Oldenburg & Associates Outline: I. CRATs (Charitable Remainder Annuity Trust) II. CRUTs Charitable Remainder UniTrust) Each fall, SSPGC offers our community an opportunity to acquire […]

SSPGC Member Annual Meeting – Tentative

Virtual

SSPGC Annual Meeting - Tentative 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. REGISTER […]

Free

Lunch Training

Virtual

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 […]

Free