The Basics of Planned Giving 101

A 7-Part Virtual Training Series | Fall 2026

Fridays & Wednesdays | Sept. 18 – Nov. 6, 2025 | 12:00–1:00 PM PT
Virtual via Zoom | SSPGC / WPGC Members $75, Non-Members $150

Registration is open for The Basics of Planned Giving 101, a 7-session course designed for nonprofit professionals, advisors, and board members looking to build their understanding of charitable gift planning—from Tax Basics and Bequests to CGAs, CRTs and CLTs.

Led by a team of experienced practitioners, this virtual series provides clear, practical guidance of the most common planned giving tools and how to use them to better serve your donors and clients.

Whether you’re just getting started with planned giving or looking to refresh your knowledge, this course will give you the tools, confidence and a valuable network of peers.

Click Here for the Full Course Catalog!

  • Friday, September 18

    Session 1: Tax Basics

    Instructors: Jeanne Sacks, CPA, CGMA, CAP®

    Income tax; federal & Washington estate tax; federal
    & Washington capital gain tax; gift tax; GST;
    charitable deductions/exclusions. Welcome &
    introduction: Rick Oldenburg, CAP®.

  • Session 2: Current Gifts

    Instructor: Jennie Griek, CAP®

    Cash and appreciated property; stocks, mutual funds, tangible property and real estate; IRA/QCD gifts; 60% and 30% rules; carryovers; Donor Advised Funds.

    Friday, September 25

  • Wednesday, September 30

    Session 3: Bequests, Substitutes & Probate

    Instructor: Brianne Kampbell, JD

    Wills and revocable living trusts; specific, residuary and contingent bequests; bequest substitutes; the probate process.

  • Session 4: CGAs & Remainder Interests

    Instructor: Doug Page, CAP®

    Charitable Gift Annuities: definition, immediate and deferred types, varieties, Washington rules, reinsurance and community foundations; remainder interests in a home or farm.

    Wednesday, October 9

  • Wednesday, October 14

    Session 5: Charitable Remainder Trusts

    Instructor: Rick Oldenburg, CAP®

    Charitable Remainder Annuity Trusts (CRATs) and Charitable Remainder Unitrusts (CRUTs) – the basic structures and where they fit.

  • Session 6: Charitable Lead Trusts

    Instructor: Todd Blodgett, JD

    Charitable Lead Annuity Trusts (CLATs) and Charitable Lead Unitrusts (CLUTs) – the core concepts and terminology.

    Friday, October 30

  • Friday, November 6

    Session 7: Putting It All Together

    Panel with all instructors

    How to recognize a planned giving prospect; situations to look for; verbal cues; and how to get help – people and resources.

Instructors:

  • Kaarin Austin, JD – KNKX Public Radio
  • Brianne Kampbell, JD – Kampbell Legal Planning, PLLC
  • Rick Oldenburg, CAP® – Oldenburg & Associates
  • Doug Page, CAP® – Greater Tacoma Community Foundation
  • Jeanne Sacks, CPA, CGMA, CAP® – Johnson Stone Pagano P.S.
  • Todd Blodgett, JD – Eisenhower Carlson PLLC

 Cost & Membership Offer

  • Course price: SSPGC / WPGC Members $75, Non-Members $150
SSPGC has 501(c)(3) status and is registered Nonprofit in with the State of Washington
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