South Sound Planned Giving Council

Basics of Planned Giving: Session 4 - CGAs & Remainder Interests
2022-11-02 12:00 - 13:00 (America/Los_Angeles) | Virtual
CGAs & Remainder Interests
with
Doug Page, CAP®, Executive Director, Gift Planning, 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 community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are held via Zoom and will not be offered at individually – you must sign up for the entire series.
Cost (for entire 7 session series):

$45 (+$2.50 for online registration) for SSSPGC and Washington Planned Giving Council members
$95 (+$2.50 for online registration) for non-members, includes SSPGC membership

Register: sspgcouncil.org/events-page/

Basics of Planned Giving: Session 5 - CLTs
2022-11-09 12:00 - 13:00
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 an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are held via Zoom and will not be offered at individually – you must sign up for the entire series.
Cost (for entire 7 session series):

$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members
$95 (+$2.50 for online registration) for non-members, includes SSPGC membership

Register: sspgcouncil.org/events-page/

Lunch Training
2022-11-16 12:00 - 13:00
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 the meeting.
REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see you there!

Fill out the form below to register.
Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit

Basics of Planned Giving: Session 6 - CRTs
2022-11-18 12:00 - 13:00
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 a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are held via Zoom will not be offered at individually – you must sign up for the entire series.
Cost:

$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members
$95 (+$2.50 for online registration) for non-members, includes SSPGC membership

Register: sspgcouncil.org/events-page/

Basics of Planned Giving: Session 7 - Putting It All Together
2022-11-30 12:00 - 13:00
Putting It All Together
with All Instructors
Outline:
I. How to recognize a Planned Giving prospect
A. Situations to look for
B. Verbal cues
II. How to get help
Each fall, SSPGC offers our community an opportunity to acquire a basic knowledge of planned giving and ask questions of seasoned professionals through a series of seven lunch-time training sessions. Sessions are held via Zoom and will not be offered at individually – you must sign up for the entire series.
Cost (for entire 7 session series):

$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members
$95 (+$2.50 for online registration) for non-members, includes SSPGC membership

Register: sspgcouncil.org/events-page/

SSPGC Member Annual Meeting - Tentative
2022-12-01
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 below, and REMEMBER: Bring your favorite
beverage to the computer with you, and we hope to see you there!

Fill out the form below to register.
Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit

Lunch Training
2023-01-18 11:30 - 13:00
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 the meeting.
WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning at Texas Tech University.
WHAT: 10 Legacy Strategies that work; The inner workings of the donors mind; how to get your organizational leadership to support Planned Giving
REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see you there!

Fill out the form below to register.
Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit

Lunch Training
2023-02-15 11:30 - 13:00
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 the meeting.
WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning at Texas Tech University.
WHAT: The Hidden Code of End-of-Life Decisions and Baby Boomers, a Special Generation or Just Typical Old People.
REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see you there!

Fill out the form below to register.
Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit

Lunch Training
2023-03-15 11:30 - 13:00
Lunch Training In Person at La Quinta Inn & Suites
This is an in person meeting. Register now HERE.
WHAT: What we all need to know about Secure Act 2.0 (Consolidated Appropriations Act of 2023) – and how affects your work in 2023
MODERATOR: Jeff Myers JD LLM Sr. Vice President & Private Client Mngr., Bank of America Private Bank
PANELISTS:
Kimberly Fisher CFP CAP , Vice President & Wealth Advisor, Wells Fargo Private Bank
Hayden Taylor JD, Business Law, Estate Planning & Probate, Eisenhower Carlson PLLC
Heather Williams JD CAP, Senior Director, Planned Giving at University of Washington
COST:
SSPGC Members – $20
NonMembers – $30.
WHERE:La Quinta Inn & Suites, Conference Center, 1425 E 27th St, Tacoma, WA 98421 (Portland Ave & I-5)
YOU MUST REGISTER in advance and pay online or register online and bring check to the door. Do that HERE.
We hope to see you there!

Lunch Zoom Training: Electronic Will Signing – How it affects the Gift Planning Parties
2023-04-19 11:30 - 13:00
Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties

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.
The South Sound Planned Giving Council has secured time and expertise of
Sherry Bosse Lueders JD who wrote the definitive article on the subject of Electronic
Will Signing in Washington State for the Bar Association.
Learn how this new approach to signing Will affects you no matter what part you
play in the Planned Giving process. You will want to know how to respond to clients
and donors asking for answers about this new process. It’s easy to see that it made
great sense during the Pandemic, but does the need change as we return to many
pre-pandemic activities including in-person client meetings?
As with so many changes, there are always opportunities that arise as well as pitfalls
– AND we all need to learn about them!
WHO: Sherry Bosse Lueders JD, Of Counsel, with the law firm of
Stacey L. Romberg
WHAT: Electronic Will Signing – How it affects the Gift Planning Parties
WHEN: Wednesday, April 19, 2023 Noon – 1 pm on ZOOM
REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see you there!

Fill out the form below to register.
Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit

Lunch Training
2023-05-17 12:00 - 13:00
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 the meeting.
Topic to be shared soon!
REGISTER below, and REMEMBER: Bring your lunch and
beverage to the computer with you, and we hope to see you there!

Fill out the form below to register.
Please enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
