Basics-of-Planned-Giving-for-Generalists-1

WANT TO LEARN MORE?    

“BASICS OF PLANNED GIVING FOR GENERALISTS” - 2020
(start date undecided at this time)

(Attendance limited to 12 participants if in-person instruction is offered.)

Giving USA reported:

“Organizations have been hearing about a widely anticipated ‘intergenerational transfer of wealth’ for many years. Though some uncertainty regarding size exists, it is important for even smaller organizations to add a planned giving component to their fundraising toolboxes. Planned Giving information and resources is not just for large, sophisticated organizations in the community. It is time for every organization to find a way to build a team that can show them the money.”

Here’s your chance to acquire a basic knowledge of planned giving and ask questions of seasoned professionals.

Session

Date

Name

Instructor

1

TBD

Tax Basics

Rick Oldenburg CAP
Jeanne Sacks CPA

2

TBD

Current Gifts

Kaarin Austin, JD

3

TBD

Bequests & Bequest Substitutes

Colby Parks, JD

4

TBD

Charitable Gift Annuities &
Gifts of Remainder Interests

Doug Page, CAP®

5

TBD

Charitable Remainder Trusts

Rick Oldenburg, CAP®

6

TBD

Charitable Lead Trusts

Todd Blodgett, JD

7

TBD

Putting It All Together

All

 

Each one-hour session will begin at 12:00 noon on seven consecutive Fridays starting in (TBD) at (TBD). Please be sure to bring your own lunch.

Cost:

$45 for South Sound Planned Giving Council  AND Washington Planned Giving Council members. 

$95  for non-members 

$95 SPECIAL: SSPGC Membership through 2020 & 2021 AND The Basics of Planned Giving Sessions

$75 for a stand-alone SSPGC membership through 2021 (without registering for the Basics of Planned Giving for Generalists)  

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Sign up here:  (Use Form Attached at bottom of page)



                          





Instructors:

Kaarin Praxel Austin, JD - Director of Gift Planning, Pacific Lutheran University

Todd Blodgett, JD - Estate Planning Attorney, Eisenhower Carlson PLLC

A. Colby Parks, JD - Estate Planning Attorney, A. Colby Parks, Attorney at Law, P.S.

Doug Page, CAP® - Executive Director, Gift Planning and Grant Development at Pacific Lutheran University, where he has been for 18 years. He was formerly director of planned giving at UPS, Saddleback Memorial Foundation and California Lutheran University.  He has presented at WPGC, SSPGC, UW-T Fund Raising Certificate Program (on planned giving) Northwest Planned Giving Roundtable, American Council on Gift Annuities annual International conference.  Doug is a co-founder of the South Sound Planned Giving Study Group (SSPGSG) and the South Sound Planned Giving Council (SSPGC).


  

Rick Oldenburg CAP® - Principal Consultant of Oldenburg & Associates, has been in fundraising for 34 years and has worked with a variety of organizations such as the Evergreen State College and its Foundation, Olympic College Foundation, Rotary Club of Tacoma,  and St. Charles Borromeo School. He has been a member of senior management teams at Bellarmine Preparatory School, Annie Wright School, St. James Cathedral, Community Health Care and others.  He created the Development System for Tacoma Goodwill and helped create it's Foundation. He is a co-founder of both the SSPGSG and the SSPGC, serving as the latter’s first president.