Meetings

All meetings are open to members.

Brown Bag Lunches. Well over 20 years ago, the Tacoma Planned Giving Study Group & the South Sound Planned Giving Study Group, the predecessors of the South Sound Planned Giving Council, had brown bad lunches in its members' offices. The purpose was to listen to a presentation made by a member and/or to hold a general discussion on one or more topics brought up by attendees. We re-instituted these brown bag lunches in 2012 and will continue having them as long as there is interest. Any attendee may bring up any topic s/he wishes to discuss. Locations will be announced as the date approaches.

Brown Bag Lunch meetings are held from 11:30 am to 1:00 pm at various members' offices.

General meetings of the Council are every-other month and are currently scheduled for C. I. Shenanigan's at 3017 Ruston Way, Tacoma, WA 98402

You will receive advance notices of Brown Bag Lunches and General meetings/presentations and their locations.

Board Meetings are held from 8:00 am to 9:00 am as listed below at the bottom of the page.


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2017 Programs

January 18, 2017, Wednesday 

TOPIC: 
Tax Changes and Ramifications for 2017 - What we know & some wild cards ahead

2016 brought more changes to the tax regulations and adjustments in many of the tax tables that affect us all. Throw in a new President and changing leadership in Washington DC and you know we are in for a very interesting year ahead to say the least!

Our own Toby Jackson, CPA will cover the changes to the tax regulations and tables and how they apply to non-profits and businesses alike. Because we all work in an interdisciplinary gift and estate planning world, these tax changes apply directly to our interactions with donors and clients
 
Presenter: Toby Jackson, CPA, TZ Jackson, CPA, PLLC

TIME: 11:30AM - 1:00PM

LOCATION: Best Western Tacoma Dome Hotel, 2611 East E St, Tacoma, WA 98421 (253) 272-7737

COST: $20 SSPGC & WPGC Members: Non-members $30
 
YOU MUST REGISTER ONLINE:  http://bpt.me/2791625
 

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February 15, 2017, Wednesday - Brown Bag Lunch #1

TOPIC:  Gifts of Real Estate - What you REALLY need to know!  Property gifts may be on the rise, even if you have just completed one, discover the process that will make it easier to complete the process next time

Conversation Starter: Bob Pittman, JD -  
Bob has the right information at the right time.  His easy to understand manner makes him the perfect professional to start the conversation on this timely topic.   Many non-profits are receiving gifts of property and it is imperative to know how to accept them BEFORE they arrive.  Professionals in the legal and financial arenas are interested in knowing these ins and outs so they can help clients achieve their goals with a minimum of missteps.   

Bob will also be prepared to talk about highly appreciated securities gifts that make sense even IF your client/donor wants to hang onto the stock!  How do you "wash out" the capital gains from stocks?  Just one of the tips you'll learn
at this FREE Brown Bag Lunch.

TIME: 11:30AM - 1:00PM 
LOCATION: Boys and Girls Clubs - 3875 S. 66th St, Tacoma, WA
 
COST: Free - no charge for either members or non-members

REMEMBER to bring your lunch and beverage with you

Email Rick Oldenburg at rick-work@oldenburg.ws  to indicate attendance (for seating considerations)



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March 15, 2017, Wednesday -    TOPIC:  The Psychology of Giving - Ed Larson (PLU Retired), Brianne Kampbell, JD
Kampbell & Johnson LLPC, Evelyn Ryberg, CAP  Greater Tacoma Community Foundation

LOCATION: C.I. Shenanigan's - 3017 Ruston Way, Tacoma, WA  98402  (253) 752-8811

COST: $20 SSPGC & WPGC Members: Non-members $30




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April 19, 2017, Wednesday - FREE Brown Bag Lunch #2

TOPIC:  Leave 10, The Conversation Begins

Conversation Starters: Lorraine del Prado, Philanthropic Consultant at del Prado Philanthropy and Jim Carney, CFP, Leave 10 Board Member

Loraine and Jim will address the Leave 10 initiative that is beginning in the South Sound - that is, encouraging everyone to consider leaving 10% of their estates to charities and causes in wills and estate plans. 

IF we all talk about it, the sea level changes for all of us.  Be prepared to ask questions and make comments or suggestions.  This is only the beginning of the conversation and brain-storming in Pierce, Thurston and Kitsap counties.


TIME: 11:30AM - 1:00PM 
LOCATION: Saint Martin's University - Norman Worthington Conference Center, 5300 Pacific Ave SE, Lacey, WA 98503
 
COST: Free - no charge for either members or non-members

REMEMBER to bring your lunch and beverage with you

Email Rick Oldenburg at rick-work@oldenburg.ws  to indicate attendance (for seating considerations)


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May 17, 2017  Wednesday Lunch Meeting @ C.I. Shenanigan's - Tracy Gary Makes a Special Stop in Tacoma
in Conjunction with SSPGC & The Greater Tacoma Community Foundation.

Lunch Topic:


 
 
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2016 Programs

January 20, 2016, Wednesday - TOPIC: 

THE NEW TAX REALITIES!

 - an Update for 2015 and 2016!

WOW - finally a tax package that has some staying power?  Too good to be true?  Come find out how the 11th hour tax extenders package passed by Congress and signed by the President on December 18th effects your work in 2016.  Hear from local and regional experts in a panel forum after Toby Jackson, CPA highlights the changes passed into law.

Our own Toby Jackson, CPA will get us up to speed on tax changes that effect our gift and Estate planning and what lies in store for us in 2016.   Then, Toby will be joined by a panel of local and regional experts to discuss how these changes will affect our areas of work.
 
Presenter: Toby Jackson, CPA, TZ Jackson, CPA, PLLC
Panelists:   Bob Pittman, JD,  Estate Planning Attorney, Law Offices of Robert C. Pittman
                  Matt Philichi, CFP, First Vice President- Wealth Management, UBS Finanial Services
                  
Robin Echtle,  Executive Director, Tacoma Lutheran Retirement Community Foundation
                  
Mindy Spencer, CFP CIMA,  Vice President Wealth Management, Wells Fargo Regional Wealth Planning

TIME: 11:30AM - 1:00PM
LOCATION: C.I. Shenanigan's - 3017 Ruston Way, Tacoma, WA  98402  (253) 752-8811

COST: $20 SSPGC & WPGC Members: Non-members $30
 

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February 17, 2016, Wednesday - Brown Bag Lunch #1
TOPIC:  What do you need to know about Charitable Gift Annuities?   Come with us on a practical journey to study how CGA's effect the lives of the donors, what is attractive about this combination income stream to the donor and eventual gift to a charity, that makes it work for everyone.  Learn when a CGA makes more sense and when it doesn't along with how a professional assists the donor in improving cash flow while acomplishing wonderful things for their favorite charity.

Conversation Starters:
Jon Calder, Gift Planner (formerly with Franciscan Health Foundation) 
Evelyn Ryberg, Director of Philanthropic Services, Greater Tacoma Community Foundation

TIME: 11:30AM - 1:00PM 
LOCATION: Community Room at Community Health Care, 1708 E 44th St, Tacoma, WA  98404 
                   (a beautiful new Health Center in the New Shalishan)
 
COST: Free - no charge for either members or non-members

REMEMBER to bring your lunch and beverage with you


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March 16, 2016, Wednesday -    TOPIC:   ETHICS Black & White with 100 Shades of Gray 

So, how accurate is YOUR ethical compass? 

Jan Brazzell, PhD, ACFRE will guide us through the easy decisions and the murky areas with skill and competence.  Bring your questions and comments to add to the mix and discover the sometimes surprising answers that make this an important yet fascinating subject.

WHAT: ETHICSBlack & White with 100 Shades of Gray
WHEN: Wednesday March 16, 2016  11:30 AM – 1: 00 PM
WHERE: Best Western Tacoma Dome Hotel  - The Mariner Room
              2611 East E St, Tacoma, WA 98421 (253) 272-7737
              PARKING: In front of the Hotel or in the parking lot under it
WHO: Jan Brazzell, PhD, ACFRE

COST:  SSPGC and WPGC Members: $20   Non-Members: $30

Lunch buffet will open at 11: 30 AM

                    


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April 20, 2016, W
ednesday - Brown Bag Lunch #2
TOPIC: Mixing Major Gifts and Planned Gifts in a Capital Campaign
What is the mystery surrounding Major and Planned Giving together in a capital campaign?  Do you include both in your campaigns?  Are they complementary or at odds with each other?

These are some of the questions we hope to help you answer for yourself during the SSPGC Brown Bag lunch.

CONVERSATION STARTER:
Kurt G. Graupensperger, Director of Capital Giving, University of Puget Sound

                    
  TIME: 11:30AM - 1:00PM 
  
LOCATION: Trimble Hall in Trimble Forum  (close to 15th St entrance)
  COST: Free - no charge for either members or non-members


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May 18, 2016, Wednesday - TOPIC: 

ENDOWMENTS: Legal requirements to set one up and how to “Fill it up”. Learn about this perpetual funding source from the ground up!


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Presenters: 
James Hushagen, JD  Eisenhower Carlson PLLC
                   Ed Larson, Executive Director of Charitable Estate Planning PLU (Retired)
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: C.I. Shenanigan’s  - The Board Room-  3017 Ruston Way, Tacoma, WA 98402  (253) 752-8811
  COST: $20 SSPGC & WPGC Members:  Non-members $30                   


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June 15, 2016, Wednesday - Brown Bag Lunch #3
TOPIC:  Learn about “Working with High-Functioning and Low-Functioning Boards
 It doesn’t matter if you are a Lawyer, CPA, Financial Consultant, or Gift Planner we all work with or on boards from time to time.  Learn the secrets of working with high-functioning or low-functioning boards and even what to do with a non-functioning board member.

Dave Coleman graduated from Whitworth University and earned a Masters in Human Resources Management from Chapman University and a Masters in Theological Studies from George Fox Evangelical Seminary.  He used his skills in working with young people in YFC Portland, Spokane and Tacoma and then in executive leadership in the YFC Northwest and nationally. 

Most recently, Dave was the Program Officer for the M.J. Murdock Charitable Trust learning about and helping a wide-range of non-profit organizations as a grant maker.   Now as a consultant, he continues helping non-profits in his work with boards and board members.

Presenter: Dave Coleman, Principal and Consultant, Boardtrek Consulting
                    
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: 
Tacoma Goodwill – 714 S 27th Street, Tacoma WA 98409
                    
  COST: Free - no charge for either members or non-members  BUT bring you lunch and beverage with you!


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July 20, 2016, Wednesday - TOPIC: 

Presenter: 
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: C.I. Shenanigan’s  - Upstairs Meeting Room -  3017 Ruston Way, Tacoma, WA 98402  (253) 752-8811
  COST: $20 SSPGC & WPGC Members:  Non-members $30                   


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August 17, 2016, Wednesday - Brown Bag Lunch #4
TOPIC:  

Presenter
                    
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: TBD

                    
  COST: Free - no charge for either members or non-members  BUT bring you lunch and beverage with you!


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NOTE SPECIAL DAY AND PROGRAM BELOW!

September 30, 2016, Friday SSPGC along with AFP presents the Fourth Annual South Sound Philanthropy Summit at Elks Event Center at Allenmore Golf Course, Tacoma WA.   
Featured Keynote Speakers are Crystal Tompkins in the morning and Randy Fox, for the afternoon Keynote.  Special Lunch address on Corporate Philanthropy and Why it is Important by Melanie Dressel, CEO Columbia Bank.

   TIME:  8:00 AM - 3:00 PM
   LOCATION: Elks Event Center, 2103 S. Cedar Street, tacoma, WA 98405  (253) 343-6090 

   COST$115 through August 30th  -- $150 starting September 11, 2015


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2015 SCHEDULE:

 

July 15, 2015, Wednesday - TOPIC: Gift Acceptance policies for Planned Gifts - Often overlooked until a sticky question arises, Estate and Gift Planners will want to know the best way to make or receive a gift to a non-profit. Do you accept real estate?  And with or without a mortgage or other financial encumbrance?  Are there certain stocks you can't give or won't be accepted by the Charity?  How about CGA's and CRT's? How will they be handled?  The process of setting Gift Acceptance Policies can be easier with a little help from our friends.

Presenters: Doug Page,  Executive Director of Gift Planning, Pacific Lutheran University
                    Robin Echtle, Director of Major and Planned Gifts, Evergreen State College
                    
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: Smoke+Cedar Restaurant -2013 S. Cedar Street, Tacoma, WA 98405 (253) 343-6090
  COST: $20 SSPGC & WPGC Members:  Non-members $30                   


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August 19, 2015, Wednesday - Brown Bag Lunch #4
TOPIC:  The Unfortunate Case of Planning gone bad.  Litigation arising from  Estate and Gift Plans.  what can is being done in the courtroom? ?  
Even with all the best of intentions, sometimes disputes arise regarding gifts and estates.  We'll look at the causes and effects as well as what might be done to minimize disputes in your work or at your non-profit.

Conversation Starter:
                    Stuart Morgan, JD, Ledger Square Law, PS 
                    
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: University of Puget Sound, Mueller Room (Rm 201), Upstairs in the Wheelock Student Center                     

  COST: Free - no charge for either members or non-members  

REMEMBER to either bring your lunch and beverage with you or arrive early to purchase food from the 
Dining Center and bring it up to the room (and clear it afterward).


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September 16, 2015, Wednesday - TOPIC: Prospect Research - 101 and beyond!
One of the best in the business will offer tips and tricks for researching the prospective donors or clients that you want to work with.  Some of the resources come with price tags, but some are free if you know where to find find them.  Take
a fascinating trip into what it takes to find and qualify a major or planned gift donor with both outright and deferred potential to give a major gift to your nonprofit.

Presenter: Cecilia Hogan, Director of University Relations Research, University of Puget Sound
                    
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: Smoke+Cedar Restaurant -2013 S. Cedar Street, Tacoma, WA 98405 (253) 343-6090

  COST: $20 SSPGC & WPGC Members:  Non-members $30  


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NOTE SPECIAL DAY AND PROGRAM BELOW!

October 9, 2015, Friday SSPGC along with AFP presents the Third Annual South Sound Philanthropy Summit at Elks Event Center at Allenmore Golf Course, Tacoma WA.   
Featured speakers are Dr. Russell James  whose ongoing research at Texas Tech University is shining a bright light on major gifts truths and myths, what the neurological responses are created during the asking process and even the truth about a Planned Gift having a negative effect on current giving!  Eddie Thompson, principal of Thompson and Associates is breaking through other barriers to deliver major donors to the nonprofits his team works with.

   TIME:  8:00 AM - 3:00 PM
   LOCATION: Elks Event Center, 2103 S. Cedar Street, tacoma, WA 98405  (253) 343-6090 

   COST$100 through September 10th  -- $135 starting September 11, 2015

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November 18, 2015, Wednesday - Brown Bag Lunch #5
TOPIC:  OPEN TOPICS - Bring your own Difficult topics and questions - we'll have a panel of professionals to help find the answer(s).    Need advice on a case you are working on but don't know where to go, bring the case specifics without the name(s) of your donor.   We'll approach it on a purely clinical basis.   Please be specific, the more specific the information and questions the more accurate the responses will become. 

Are you and expert in a specific field?  We want you in the audience.  Law, Accounting, Taxation, Investments, Insurance - bring your voice to add to the discussion.  Your suggestion may hold the key to the real answer to the questions being asked!

  Panel Members:  
                             Ed Larson, Gift Planner Emeritus, PLU Retired
                    
                    
  TIME: 11:30AM - 1:00PM 
  LOCATION: TBA                     

  COST: Free - no charge for either members or non-members  

REMEMBER to bring your lunch and beverage with you


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December 2, 2015 Wednesday - HOLIDAY SOCIAL and Annual Meeting (Election of Officers)
   TIME: 4:30 PM - 7:00 PM
   LOCATION: Engine House #9 -  611 N Pine St, Tacoma  (253) 272-3435  
                  

 



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2014 Programs
     
 
August 20, 2014, Wednesday - Brown Bag Lunch #4 - Topic:  The Ultimate Move - Making the ASK: How to Prepare, Respond, and Finalize a Gift While Including the Donor's Professional Advisors 
   TIME: 11:30 AM - 1:00 PM
   LOCATION: Bellarmine Prep, 2300 South Washington, Tacoma.
   COST: NO Charge - bring your own lunch and beverage
   CONVERSATION STARTERS:  Todd Blodgett, Estate Atty, Eisenhower Carlson;  Jon Calder,
                                                     Gift Planner; CPA (TBA)
 

September 26, 2014, FridaySSPGC along with AFP and the Tacoma Estate Planning Council present the Second Annual South Sound Philanthropy Summit at Fircrest Golf Club in Fircrest, WA.  
Featured speakers are Bill Sturtevant  who created the process known as "Moves Management" and has litterally written the book on the subject; AND Kevin Rogers, who specializes in the Challenge of Family Wealth Succession planning, which necessariy approaches the question of Succession Philanthropy!
   TIME:  8:30 AM - 4:00 PM
   LOCATION: Fircrest Golf Club, 1500 Regents Blvd., Fircrest, WA 98466 (253) 564-6756

   COST: $100 through August 31st  -- $135 starting September 1, 2014
 

October 15, 2014, Wednesday - Brown Bag Lunch #5 - More on Why Donors Give and What Motivates Them - Followup to the Bill Sturdavent's  remarks at the recent Philanthropy Summit. 
   Discussion Starters: Kaarin Praxel, PLU; (TBA)
   TIME: 11:30 AM - 1:00 PM
   LOCATION:    Boys & Girls Club, Topping Center
   COST: NO Charge - bring your own lunch and beverage
 
November 19, 2014, Wednesday - General Meeting. Legislative Wrap up for year, where the America Gives 2014 legislation stands in Congress.  Plus VIRTUAL CURRENCY – BITCOIN as a Charitable Donation.  Earlier this year the University of Puget Sound accepted Bitcoin as a Charitable Donation.  World-wide there is more than $6 BILLION in Virtual Currencies – are you prepared to get your share in the form of charitable donations?   YES – that’s right.  CHARITABLE DONATIONS!
 
   Sherry Mondou, VP of Finance and Administration at UPS, will join us to talk about her journey to understand
      Bitcoin and what she learned along the way.
 
  Rick Oldenburg, Principal of Oldenburg & Associates will talk about Bitcoin - its rise and how one local business
      is accepting it for services!

 TIME: 11:30 AM - 1:00 PM
   LOCATION: Smoke + Cedar Restaurant - 2013 S. Cedar Street, Tacoma, WA 98405 (253) 343-6090
   COST: $20 Members, $30 Non-Members
 
December, 2014 - No meeting this month - BUT a member social is being planned.


2017 SSPGC BOARD MEETING SCHEDUE - Last Tues of month (every 2 mos.)
Exceptions are September because of Philanthropy Summit and November because of the Annual Meeting schedule

January 31, 2017 Tuesday -  8 AM Board Meeting - Tacoma Lutheran Retirement Community (TLRC)

March 28, 2017, Tuesday -   8 AM Board Meeting - TLRC

May 30, 2017, Tuesday -   8 AM Board Meeting - TLRC

July 25, 2017, Tuesday -   8 AM Board Meeting - TLRC

September 19, 2017, Tuesday -   8 AM Board Meeting - TLRC

November 14, 2017, Tuesday -   8 AM Board Meeting - TLRC

November 30, 2017 , Thursday - 4:30 - 6:30 PM - Annual Meeting and Holiday Social-Engine House #9 - Tacoma
                      Short Business meeting at 5:45 PM to elect and introduce officers and board members


2016 SSPGC BOARD MEETING SCHEDULE - Last Tuesday (every 2 mos.)
 
January 26, 2016 Tuesday -  8 AM Board Meeting - Tacoma Lutheran Retirement Community (TLRC)

March 29, 2016, Tuesday -   8 AM Board Meeting - TLRC

May 31, 2016, Tuesday -   8 AM Board Meeting - TLRC

July 26, 2016, Tuesday -   8 AM Board Meeting - TLRC

September 27, 2016, Tuesday -   8 AM Board Meeting - TLRC

November 15, 2016, Tuesday -   8 AM Board Meeting - TLRC

December 1, 2016 , Thursday - 4:30 - 6:30 PM - Annual Meeting and Holiday Social - Engine House #9 - Tacoma
                      Short Business meeting at 5:30PM to elect and introduce new officers and board members


2015 SSPGC BOARD MEETING SCHEDULE - (dates and times vary)
January 9, 2015, Friday    -   Board Meeting - Tacoma Lutheran Retirement Community (TLRC)

February 6, 2015, Friday   -   Board Meeting - TLRC

April 7, 2015, Tuesday     -   Board Meeting -  TLRC

May 26, 2015, Tuesday    -   Board Meeting -  TLRC

July 28, 2015, Tuesday    -   Board Meeting - TLRC

Sept.29, 2015, Tuesday   -   Board Meeting - TLRC

Nov. 17, 2015, Tuesday   -   Board Meeting - TLRC