South Sound Planned Giving Council

Basics of Planned Giving: Session 1 - Tax Basics
2021-10-08 12:00 - 13:00 (America/Los_Angeles) | 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
B. Washington state
III. Gift tax
IV. Generation Skipping Tax (GST)
V. Charitable deductions/exclusions
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. 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!
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/

Basics of Planned Giving: Session 2 - Current Gifts
2021-10-15 12:00 - 13:00
Current Gifts
with
Kaarin Austin, JD – Director of Gift Planning, Pacific Lutheran University
Outline:
I. Cash
II. Appreciated property
III. Specific assets
A. Stocks
B. Mutual funds
C. Tangible property
D. Real estate
IV. General deductibility rules
A. 60% rule
B. 30% rule
C. Carryovers
V. Donor Advised Funds
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. 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!

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: Transfer of Wealth and How it May Affect Philanthropy
2021-10-20 12:00 - 13:00
Lunch Training via Zoom:
Transfer of Wealth and How it May Affect Philanthropy

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 at noon on the 18th.
Greater 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.
But 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.
Professional 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.
Plan 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.
You 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.
WHO: Evelyn Ryberg, CAP®, Senior Director of Philanthropic Services, GTCF
Rick Oldenburg, CAP®, Principal, Gift Planning Advisor, Oldenburg & Assoc.
WHAT: Transfer of Wealth and How it May Affect Philanthropy
WHEN: Wednesday, October 20, 2021 Noon- 1 pm ZOOM Platform
Join 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.

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 3 - Bequests, Substitutes & Probate
2021-10-22 12:00 - 13:00
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 bequests
1. Specific
2. Residuary
3. Contingent
II. Bequest substitutes
A. Definition
B. Examples
III. Probate Process
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. 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!
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/

Basics of Planned Giving: Session 4 - CGAs & Remainder Interests
2021-10-29 12:00 - 13:00
CGAs & Remainder Interests
with
Doug Page, CAP®, Executive Director, Gift Planning and Grant Development at 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. 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!
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/
