Lunch Training via Zoom What is the latest thinking on giving habits of the wealthy? Bank of America has been surveying wealthy individuals (net worth over $1 million) for many […]
Join the Stewardship, Metrics & Professional Advisors Session of Leave 10's Nonprofit Webinar Series Looking for more energy, direction, and success from your planned giving program? If so, we invite […]
Lunch Training via Zoom This is a Practical Planning Potpourri – a plethora of practical (some may say mystical) ideas and knowledge you can use right away. Not the […]
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 […]
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 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 […]
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 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 […]
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 […]
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 […]
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 […]
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 […]