South Sound Philanthropy Summit
VirtualTHE 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 […]
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Basics of Planned Giving: Session 1 – Tax Basics
VirtualTax 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
VirtualLunch 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
VirtualCurrent 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 3 – Bequests, Substitutes & Probate
VirtualBequests, 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 […]
Basics of Planned Giving: Session 4 – CGAs & Remainder Interests
VirtualCGAs & 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 […]
Basics of Planned Giving: Session 5 – CLTs
VirtualTax 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
VirtualLunch 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
VirtualCRTs 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 […]
Basics of Planned Giving: Session 7 – Putting It All Together
VirtualPutting 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 […]
SSPGC Member Annual Meeting – Tentative
VirtualSSPGC 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
VirtualLunch 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