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

WANT TO LEARN MORE?    

“BASICS OF PLANNED GIVING FOR GENERALISTS” - 2018 (start date undecided at this time)

(Attendance limited to 12 participants)

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

10-12-18

Tax Basics

Rick Oldenburg CAP
Jeanne Sacks CPA

2

10-19-18

Current Gifts

Kaarin Austin, JD

3

10-26-18

Bequests & Bequest Substitutes

Colby Parks, JD

4

11-02-18

Charitable Gift Annuities & Gifts of Remainder Interests

Doug Page CAP

5

11-09-18

Charitable Remainder Trusts

Rick Oldenburg CAP

6

11-16-18

Charitable Lead Trusts

Todd Blodgett, JD

7

11-30-18

Putting It All Together

All

 

Each one-hour session will begin at 12:00 noon on seven consecutive Fridays starting in October 2018 in the dining room conference room at the Tacoma Lutheran Retirement Community,  1301 Highlands Parkway, Tacoma, WA. Please be sure to bring your own lunch or arrive at 11:30 to purchase your lunch in the cafeteria.

Cost:

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

$95  for non-members 

$95 SPECIAL: SSPGC Membership through 2018 AND The Basics of Planned Giving Sessions

$75 for a stand-alone SSPGC membership through 2018 (without registering for the Basics of Planned Giving for Generalists)  

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Sign up here:  (See 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 is Executive Director, Gift Planning and Grant Development at Pacific Lutheran University, where he has been for 15 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, Principal of Oldenburg & Associates, has been in fundraising for 31 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 is a co-founder of both the SSPGSG and the SSPGC, serving as the latter’s first president.

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South Sound Planned Giving Council,
Oct 11, 2018, 1:54 PM
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South Sound Planned Giving Council,
Oct 11, 2018, 1:54 PM