# South Sound Planned Giving Council

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Growing Philanthropy

## Sitemaps

- [XML Sitemap](https://sspgcouncil.org/sitemap.xml): Contains all public & indexable URLs for this website.

## Pages

- [Home](https://sspgcouncil.org/): Learn more about the South Sound Planned Giving Council (SSPGC) & our work to connect planned giving professionals and encourage giving throughout the region.
- [Events](https://sspgcouncil.org/events-page/): The SSPGC hosts many educational events through-out the year including free and paid lunch trainings and co-hosts the South Sound Philanthropy Summit.
- [The Basics of Planned Giving for Generalists](https://sspgcouncil.org/the-basics-of-planned-giving-for-generalists/)
- [Past Events](https://sspgcouncil.org/past-events/): Join SSPGC and Kitsap Center September 16, 2026 for Nonprofit Excellence as we welcome Amanda M. Nathan, Attorney at Law for an informative presentation on what charitable beneficiaries can expect during the administration of an estate or trust. What happens after an individual passes away and your organization is named as a charitable beneficiary? This program
- [Volunteer](https://sspgcouncil.org/volunteer/)
- [Membership](https://sspgcouncil.org/membership/): Membership in the South Sound Planned Giving Council (SSPGC) has many benefits. Join us and become part of a vibrant community of planned giving professionals.
- [Donate](https://sspgcouncil.org/donate/)
- [Contact](https://sspgcouncil.org/contact/): Contact the SSPGC to learn more about our programs including joining the council, Leave 10, and the South Sound Philanthropy Summit.
- [Board of Directors](https://sspgcouncil.org/board/)
- [Opportunities](https://sspgcouncil.org/opportunities/): The South Sound Planned Giving Council (SSPGC) has many opportunities to volunteer or make connections with other planned giving professionals. Learn more!
- [A Day With...](https://sspgcouncil.org/a-day-with/)
- [Philanthropy Summit](https://sspgcouncil.org/philanthropy-summit/)
- [About Us](https://sspgcouncil.org/about/): About Us: The South Sound Planned Giving Council (SSPGC) is a professional association for those who develop, market, and administrate charitable planned gifts.
- [Resources](https://sspgcouncil.org/resources/): The South Sound Planned Giving Council (SSPGC) provides some limited resources for non-members and additional resources for members.
- [Course Hub 2025](https://sspgcouncil.org/the-basics-of-planned-giving-for-generalists/hub-2025/)
- [Mentor Program](https://sspgcouncil.org/mentor-program/): Learn more about the SSPGC's Mentor Program that helps connect members for advice on specific planned giving projects and or career advice.
- [Join SSPGC](https://sspgcouncil.org/join-sspgc/): Join the South Sound Planned Giving Council! Simply fill out the form and pay with Paypal. It's easy, safe and provides instant access to the Member Resources.
- [Thank You](https://sspgcouncil.org/thank-you/)
- [Leave 10](https://sspgcouncil.org/leave-10/)
- [Jobs](https://sspgcouncil.org/jobs/)

## Events

- [What Are Your Rights, and What Do You Have the Right to Ask?](https://sspgcouncil.org/event/what-are-your-rights-and-what-do-you-have-the-right-to-ask/): Join SSPGC and Kitsap Center September 16, 2026 for Nonprofit Excellence as we welcome Amanda M. Nathan, Attorney at Law for an informative presentation on what charitable beneficiaries can expect during the administration of an estate or trust. What happens after an individual passes away and your organization is named as a charitable beneficiary? This program
- [Make-A-Will Month webinar](https://sspgcouncil.org/event/2510/): Join SSPGC and Leave 10 South Sound on July 8 from Noon–1:00 PM for a Make-A-Will Month webinar focused on practical, real-world approaches to legacy giving. In this session, you’ll hear from a panel of experienced fundraisers about simple, actionable strategies to increase legacy gifts and highlight Make-A-Will Month at your organization. Whether you’re just getting started
- [Blended Gifts: How You Can Raise the Largest Gifts of Your Career!](https://sspgcouncil.org/event/blended-gifts-how-you-can-raise-the-largest-gifts-of-your-career/): Hear from a leading expert on why “blended gifts” may be the perfect solution for your donor and your organization. You will learn about “blended gifts” and how they may be used to secure, in many cases, a donors’ largest current and deferred gift commitment in support of your mission. About the Speaker - Darren
- [Finding Light in Darkness: Nonprofits, Philanthropy, and the Civic Safety Net](https://sspgcouncil.org/event/finding-light-in-the-darkness-nonprofits-philanthropy-and-the-civic-safety-net/): Prices: Member $27 Non-member $40 Description: Nonprofits play a critical role in protecting our civic safety net during times of economic uncertainty, funding cuts, and shifting donor behavior. Join Jan Jacobs, CAP®, Senior Vice President and Philanthropic Client Manager with Bank of America Private Bank, for an inspiring and practical conversation on resilience, philanthropy, and
- [Lunch Zoom Training: Electronic Will Signing – How it affects the Gift Planning Parties](https://sspgcouncil.org/event/lunch-training-17/): Lunch Training via Zoom: Electronic Will Signing – How it affects the Gift Planning Parties 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. The South Sound Planned Giving Council has secured time and expertise of
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-18/): 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 meeting. Topic to be shared soon! REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-16/): Lunch Training In Person at La Quinta Inn & Suites This is an in person meeting. Register now HERE. WHAT: What we all need to know about Secure Act 2.0 (Consolidated Appropriations Act of 2023) – and how affects your work in 2023 MODERATOR: Jeff Myers JD LLM Sr. Vice President & Private Client Mngr.,
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-15/): 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 meeting. WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-14/): 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 meeting. WHO: Russell James, JD, PhD, CFP; Professor/The CH Foundation Chair of Personal Financial Planning/Charitable Giving Program Director in the School of Financial Planning
- [Basics of Planned Giving: Session 7 - Putting It All Together](https://sspgcouncil.org/event/basics-of-planned-giving-session-7-putting-it-all-together-2/): Putting 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 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
- [Basics of Planned Giving: Session 5 - CLTs](https://sspgcouncil.org/event/basics-of-planned-giving-session-5-clts/): 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 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
- [Basics of Planned Giving: Session 6 - CRTs](https://sspgcouncil.org/event/basics-of-planned-giving-session-5-crts-2/): CRTs 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 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
- [Basics of Planned Giving: Session 4 - CGAs & Remainder Interests](https://sspgcouncil.org/event/basics-of-planned-giving-session-4-cgas-remainder-interests-2/): 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 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
- [Basics of Planned Giving: Session 3 - Bequests, Substitutes & Probate](https://sspgcouncil.org/event/basics-of-planned-giving-session-3-bequests-substitutes-probate-2/): 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
- [Basics of Planned Giving: Session 2 - Current Gifts](https://sspgcouncil.org/event/basics-of-planned-giving-session-2-current-gifts-2/): 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 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
- [Basics of Planned Giving: Session 1 - Tax Basics](https://sspgcouncil.org/event/basics-of-planned-giving-session-1-tax-basics-3/): 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
- [South Sound Philanthropy Summit](https://sspgcouncil.org/event/south-sound-philanthropy-summit-2/): 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 between aspiration, vision, strategy and impact is INTENTION. Learn more with inspiring keynotes and experts, panel discussions, breakouts, friends and colleagues, and all the fun
- [Lunch Training: PPP is Back!  A Practical Planning Potpourri that you can use now!](https://sspgcouncil.org/event/lunch-training-9/): 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 Federal hand-out, but a hand-off of tips and secrets to enhance your effectiveness. If you have years of experience in gift/estate planning, then you know
- [Lunch Training: Results of the 2021 Bank of America Survey on Philanthropy](https://sspgcouncil.org/event/lunch-training-8/): 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 years. AGAIN in 2021, surprising results that you will want to know and understand. What are the trends in giving and volunteering among America’s affluent
- [Lunch Training: Everything you want to know about CRYPTO, but are afraid to ask!](https://sspgcouncil.org/event/lunch-training-7/): Lunch Training via Zoom SSPGC is pleased to bring back Steve Slotemaker, TIAA Kaspick, who will enlighten us on Crypto Currency, Crypto Exchanges, and more. What is Crypto Currency? Should your organization be inviting Crypto gifts AND are you ready for them? What makes Crypto such an enticing subject anyway? AND, how does it really
- [Lunch Training: Best Practices Roundtable - observations in real-time of our estate & gift planning environment](https://sspgcouncil.org/event/lunch-training-6/): 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 meeting. On Wednesday, March 16th, four area experts, will weigh in on what they are seeing in their respective areas of expertise! THEN, they’ll open
- [Leave 10 Nonprofit Webinar](https://sspgcouncil.org/event/leave-10-nonprofit-webinar-2/): 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 you to join us on a deeper dive as a planned giving professional. Session 3: Friday, May 20, 11:30 AM – 1:00 PM REGISTER TODAY
- [Leave 10 Nonprofit Webinar](https://sspgcouncil.org/event/leave-10-nonprofit-webinar/): Join the Marketing and Communications session of Leave 10's Nonprofit Webinar Series Looking for more energy, direction, and success from your planned giving program? If so, we invite you to join us on a deeper dive as a planned giving professional. Session 2: Friday, March 25, 11:30 AM – 1:00 PM REGISTER TODAY - it's
- [Lunch Training: Tales from the Trenches - 2 Organizations Bootstrapped their Planned Giving Program in 18  months using SSPGC education and Leave 10 materials](https://sspgcouncil.org/event/lunch-training-5/): Lunch Training via Zoom: 2 Organizations Bootstrapped their Planned Giving Program in 18 months using SSPGC education and Leave 10 materials- Tales from the Trenches – YMCA of Pierce & Kitsap, Carol Kowalski, CAP® AND Pierce County Habitat for Humanity, Sherrana Kildun, CAP® This is a ZOOM meeting and therefore NO CHARGE to attend –
- [Leave 10 Nonprofit Webinar](https://sspgcouncil.org/event/leave-10-1-28-2022/): Join the first session of Leave 10's Nonprofit Webinar Series Looking for more energy, direction, and success from your planned giving program? If so, we invite you to join us on a deeper dive as a planned giving professional. Session 1: Friday, January 28, 11:30 AM – 1:00 PM REGISTER TODAY - it's FREE Space
- [SSPGC Member Annual Meeting - Tentative](https://sspgcouncil.org/event/sspgc-member-annual-meeting-tentative/): SSPGC 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 below, and REMEMBER: Bring your favorite beverage to the computer with you, and we hope to see you there! Fill out the form below to
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-13/): 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 meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-12/): 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 meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-11/): 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 meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out
- [Lunch Training](https://sspgcouncil.org/event/lunch-training-10/): 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 meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see you there! Fill out
- [Lunch Training: What Boundaries?  A Purpose Mindset is for Individuals and Big Corporations.](https://sspgcouncil.org/event/lunch-training-4/): 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 meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see at noon on the
- [Lunch Training: Everything about the new WA Capital Gains Tax, Business Sales & Use Tax updates and more](https://sspgcouncil.org/event/lunch-training-3/): 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 meeting. REGISTER below, and REMEMBER: Bring your lunch and beverage to the computer with you, and we hope to see at noon on the
- [SSPGC Member Annual Meeting](https://sspgcouncil.org/event/sspgc-member-annual-meeting/): SSPGC Annual Meeting via Zoom 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 below, and REMEMBER: Bring your favorite beverage to the computer with you, and we hope to see at noon on the 2nd. Fill out
- [Basics of Planned Giving: Session 3 - Bequests, Substitutes & Probate](https://sspgcouncil.org/event/basics-of-planned-giving-session-3-bequests-substitutes-probate/): Each fall, SSPGC offers an opportunity to acquire a basic knowledge of planned giving through lunch training sessions. Session 3 is Bequests, Substitutes & Probate!
- [Basics of Planned Giving: Session 4 - CGAs & Remainder Interests](https://sspgcouncil.org/event/basics-of-planned-giving-session-4-cgas-remainder-interests/): SSPGC offers an opportunity to acquire a basic knowledge of planned giving through 7 lunch-time training sessions. Session 4 is CGAs & Remainder Interests!
- [Basics of Planned Giving: Session 5 - CRTs](https://sspgcouncil.org/event/basics-of-planned-giving-session-5-crts/): Each fall, SSPGC offers an opportunity to acquire a basic knowledge of planned giving through seven lunch-time training sessions. Session 5 is CRTs!
- [Basics of Planned Giving: Session 6 - CLTs](https://sspgcouncil.org/event/basics-of-planned-giving-session-6-clts/): Each fall, SSPGC offers an opportunity to acquire a basic knowledge of planned giving through seven lunch-time training sessions. Session 6 is CLTs!
- [Basics of Planned Giving: Session 7 - Putting It All Together](https://sspgcouncil.org/event/basics-of-planned-giving-session-7-putting-it-all-together/): SSPGC offers an opportunity to acquire a basic knowledge of planned giving through seven lunch-time training sessions. Session 7 is Putting It All Together!
- [Basics of Planned Giving: Session 2 - Current Gifts](https://sspgcouncil.org/event/basics-of-planned-giving-session-2-current-gifts/): Each fall, SSPGC offers an opportunity to acquire a basic knowledge of planned giving through seven lunch-time training sessions. Session 2 is Current Gifts!
- [Basics of Planned Giving: Session 1 - Tax Basics](https://sspgcouncil.org/event/basics-of-planned-giving-session-1-tax-basics-2/): 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
- [Lunch Training: Transfer of Wealth and How it May Affect Philanthropy](https://sspgcouncil.org/event/lunch-training-2/): 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,
- [South Sound Philanthropy Summit](https://sspgcouncil.org/event/south-sound-philanthropy-summit/): The SS Philanthropy Summit will continue the discussions from 2020 with national experts in social justice, a South Sound panel, and a workshop style session.
- [Basics of Planned Giving: Session 1 - Tax Basics](https://sspgcouncil.org/event/basics-of-planned-giving-session-1-tax-basics/): Each fall, SSPGC offers an opportunity to acquire a basic knowledge of planned giving through seven lunch-time training sessions. Session 1 is Tax Basics!
- [Board Meeting](https://sspgcouncil.org/event/board-meeting/): The SSPGC board meets to discuss on-going initiatives and chapter business. If you would like more information, please email sspgcouncil@gmail.com or call Rick Oldenburg, Executive Director, at 253-691-3195.
- [Board Meeting](https://sspgcouncil.org/event/board-meeting-2/): The SSPGC board meets to discuss on-going initiatives and chapter business. If you would like more information, please email sspgcouncil@gmail.com or call Rick Oldenburg, Executive Director, at 253-691-3195.
- [Lunch Training: Is the Stretch IRA dead?](https://sspgcouncil.org/event/lunch-training/): Lunch Training via Zoom WHO: Bill Zook JD, Principal, Evergreen Planned Giving LLC, Seattle Carol Kowalski CAP®, Director of Principal & Planned Giving, YMCA of Pierce and Kitsap Counties Gary Brooks CFP, CSRIC, Partner, BHJ Wealth Managers, Gig Harbor WHAT: Is the Stretch IRA dead? Yes & No! The idea that lives on. The South

## Event Categories

- [Lunch Training](https://sspgcouncil.org/events/category/lunch-training/)
- [Board Meetings](https://sspgcouncil.org/events/category/board-meeting/)
- [Basics of PG series](https://sspgcouncil.org/events/category/basics-of-pg-series/)