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X-WR-CALNAME:South Sound Planned Giving Council
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X-WR-CALDESC:Events for South Sound Planned Giving Council
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DTSTART;TZID=America/Los_Angeles:20211008T120000
DTEND;TZID=America/Los_Angeles:20211008T130000
DTSTAMP:20260614T092706
CREATED:20210916T182026Z
LAST-MODIFIED:20210916T235948Z
UID:1119-1633694400-1633698000@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 1 - Tax Basics
DESCRIPTION:Tax Basics\nwith \n\nJeanne Sacks CPA\, CGMA\, CAP®\, Tax Manager\, Johnson Stone Pagano\nRick Oldenburg CAP®\, Principal Consultant of Oldenburg & Associates\n\nOutline:\nI. Income tax\nII. Estate tax \nA. Federal\nB. Washington state \nIII. Gift tax\nIV. Generation Skipping Tax (GST)\nV. Charitable deductions/exclusions \nEach 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. If in-person instruction is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-1-tax-basics/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211008T120000
DTEND;TZID=America/Los_Angeles:20211008T130000
DTSTAMP:20260614T092706
CREATED:20211015T204330Z
LAST-MODIFIED:20211015T204330Z
UID:1163-1633694400-1633698000@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 1 - Tax Basics
DESCRIPTION:Tax Basics\nwith \n\nJeanne Sacks CPA\, CGMA\, CAP®\, Tax Manager\, Johnson Stone Pagano\nRick Oldenburg CAP®\, Principal Consultant of Oldenburg & Associates\n\nOutline:\nI. Income tax\nII. Estate tax \nA. Federal\nB. Washington state \nIII. Gift tax\nIV. Generation Skipping Tax (GST)\nV. Charitable deductions/exclusions \nEach 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. If in-person instruction is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-1-tax-basics-2/
LOCATION:Virtual
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211015T120000
DTEND;TZID=America/Los_Angeles:20211015T130000
DTSTAMP:20260614T092706
CREATED:20210916T183156Z
LAST-MODIFIED:20211015T204507Z
UID:1124-1634299200-1634302800@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 2 - Current Gifts
DESCRIPTION:Current Gifts\nwith \nKaarin Austin\, JD – Director of Gift Planning\, Pacific Lutheran University \nOutline:\nI. Cash\nII. Appreciated property\nIII. Specific assets \nA. Stocks\nB. Mutual funds\nC. Tangible property\nD. Real estate \nIV. General deductibility rules \nA. 60% rule\nB. 30% rule\nC. Carryovers \nV. Donor Advised Funds \nEach 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. If in-person instruction is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \n\nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-2-current-gifts/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211020T120000
DTEND;TZID=America/Los_Angeles:20211020T130000
DTSTAMP:20260614T092706
CREATED:20210809T185050Z
LAST-MODIFIED:20211015T202239Z
UID:770-1634731200-1634734800@sspgcouncil.org
SUMMARY:Lunch Training: Transfer of Wealth and How it May Affect Philanthropy
DESCRIPTION:Lunch Training via Zoom:\nTransfer of Wealth and How it May Affect Philanthropy \n  \nThis is a ZOOM meeting and therefore NO CHARGE to attend – so register now.\nWe will send out the ZOOM link several days prior to the meeting. \nREGISTER below\, and REMEMBER: Bring your lunch and beverage to the computer with you\, and we hope to see at noon on the 18th. \nGreater Tacoma Community Foundation just spent a year and research resources to create the Transfer of Wealth Study for Pierce County.  It is the update to the one they commissioned 10 years ago.  The information is both surprising and immediately useful. \nBut knowing who has the money is just the beginning.  The discussion on what can be done with some of that wealth at the very moment it transitions from one family member to another\, may be the key to unlocking a brighter future for the community through the causes and the nonprofits that resonate with the donor.  Did you know most people never HAVE the conversation regarding the power they have to effect change in the South Sound?  Which means they don’t know the greater good they could be part of?  It’s up to us to change that. \nProfessional Advisors and Fundraisers – we all work beside donors in the South Sound who live at the crossroads between having a positive impact on the community and using their resources in the most efficient\, wisest way.  It is where philanthropy meets practicality. \nPlan to join us as we explore several new tools to help both Nonprofits and Professional Advisors work on multiple levels to help clients and donors play a greater part in imagining and impacting the future. \nYou will leave this meeting with helpful information and ideas to assist you in conversations regarding planning and donation opportunities.  These ideas can help enhance your effectiveness and help cement an unbreakable bond between you and your donor/client. \nWHO: Evelyn Ryberg\, CAP®\, Senior Director of Philanthropic Services\, GTCF\nRick Oldenburg\, CAP®\, Principal\, Gift Planning Advisor\, Oldenburg & Assoc.\nWHAT: Transfer of Wealth and How it May Affect Philanthropy\nWHEN: Wednesday\, October 20\, 2021   Noon- 1 pm  ZOOM Platform \nJoin us for a session full of information\, valuable insights and knowledgeable about the aging Baby Boomers and their possible influence on Philanthropy throughout the South Sound. \n\nFill out the form below to register.\nPlease enable JavaScript in your browser to complete this form.Name *FirstLastEmail *Are you an SSPGC Member?YesNoComment or Message *Submit
URL:https://sspgcouncil.org/event/lunch-training-2/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211022T120000
DTEND;TZID=America/Los_Angeles:20211022T130000
DTSTAMP:20260614T092706
CREATED:20210916T184205Z
LAST-MODIFIED:20211015T210831Z
UID:1134-1634904000-1634907600@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 3 - Bequests\, Substitutes & Probate
DESCRIPTION:Bequests\, Substitutes & Probate\nwith \nColby Parks\, JD\, Estate Planning Attorney\, A. Colby Parks\, Attorney at Law\, P.S. \nOutline:\nI. Bequests \nA. Wills\nB. Revocable living trusts\nC. Types of bequests \n1. Specific\n2. Residuary\n3. Contingent \nII. Bequest substitutes \nA. Definition\nB. Examples \nIII. Probate Process \nEach 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. If in-person instruction is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-3-bequests-substitutes-probate/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20211029T120000
DTEND;TZID=America/Los_Angeles:20211029T130000
DTSTAMP:20260614T092706
CREATED:20210916T190050Z
LAST-MODIFIED:20211015T210717Z
UID:1140-1635508800-1635512400@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 4 - CGAs & Remainder Interests
DESCRIPTION:CGAs & Remainder Interests\nwith \nDoug Page\, CAP®\, Executive Director\, Gift Planning and Grant Development at Pacific Lutheran University \nOutline:\nI. CGAs October 29\, 2021 \nA. Definition\nB. Types \n1. Immediate\n2. Deferred \nC. Varieties\nD. Basic Washington rules\nE. Reinsurance\nF. Community foundations \nII. Remainder interests \nA. Home\nB. Farm \nEach 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. If in-person instruction is offered\, the sessions will be limited to 12 participants. Sessions will not be offered at individually – you must sign up for the entire series. Each one-hour session will begin at noon on seven consecutive Fridays. Be sure to bring your lunch! \nCost (for entire 7 session series):\n\n$45 (+$2.50 for online registration) for SSSPGC and Washington Planned Giving Council members\n$95 (+$2.50 for online registration) for non-members\, includes SSPGC membership\n\nRegister: sspgcouncil.org/events-page/
URL:https://sspgcouncil.org/event/basics-of-planned-giving-session-4-cgas-remainder-interests/
LOCATION:Virtual
CATEGORIES:Basics of PG series
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