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X-WR-CALDESC:Events for South Sound Planned Giving Council
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DTSTART;TZID=America/Los_Angeles:20221012T120000
DTEND;TZID=America/Los_Angeles:20221012T130000
DTSTAMP:20260410T083334
CREATED:20220929T234048Z
LAST-MODIFIED:20220929T234215Z
UID:1486-1665576000-1665579600@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. Sessions are online via Zoom and will not be offered at individually – you must sign up for the entire series. \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-3/
LOCATION:Virtual
CATEGORIES:Basics of PG series
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BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221019T120000
DTEND;TZID=America/Los_Angeles:20221019T130000
DTSTAMP:20260410T083334
CREATED:20220113T215519Z
LAST-MODIFIED:20220113T215702Z
UID:1351-1666180800-1666184400@sspgcouncil.org
SUMMARY:Lunch Training
DESCRIPTION:Lunch Training via Zoom \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\nbeverage to the computer with you\, and we hope to see you there! \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-12/
LOCATION:Virtual
CATEGORIES:Lunch Training
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221021T120000
DTEND;TZID=America/Los_Angeles:20221021T130000
DTSTAMP:20260410T083334
CREATED:20220929T234550Z
LAST-MODIFIED:20220929T234739Z
UID:1490-1666353600-1666357200@sspgcouncil.org
SUMMARY:Basics of Planned Giving: Session 2 - Current Gifts
DESCRIPTION:Current Gifts\nwith \nKaarin Austin\, JD – Director of Major and Planned Giving\, KNKX Public Radio \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. Sessions are online via Zoom and will not be offered at individually – you must sign up for the entire series. \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-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
END:VEVENT
BEGIN:VEVENT
DTSTART;TZID=America/Los_Angeles:20221026T120000
DTEND;TZID=America/Los_Angeles:20221026T130000
DTSTAMP:20260410T083334
CREATED:20220929T235148Z
LAST-MODIFIED:20220929T235148Z
UID:1493-1666785600-1666789200@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. Sessions are held via Zoom and will not be offered at individually – you must sign up for the entire series. \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-2/
LOCATION:Virtual
CATEGORIES:Basics of PG series
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