President's Message

Welcome to the Washington Planned Giving Council!

The Washington Planned Giving Council believes that planned giving is an essential part of an effective development program, and we are committed to helping our members make planned giving relevant to their jobs and their organizations.  

If you are a dedicated planned giving officer, major gifts officer, annual gifts officer or director of development with planned giving responsibilities, an accountant, financial advisor, attorney, or someone new to the field seeking to expand your knowledge, the Council provides a tremendous opportunity to learn from and interact with people who have the knowledge and the skills to make planned gifts happen.  

WPGC is committed to providing our members and friends exceptional educational and networking experiences.  At the same time, we want to continue to build a professional community that can help our members realize their gift planning goals. 

If you are already a member, we look forward to working with you to make 2012 your best year yet professionally.  If you are not a member, please join us.


John Creahan
WPGC President

Luncheon Programs

June 11, 2012

TOPIC:  The Various Ways to Talk about Charitable Bequests with Donors and Clients
Charitable bequests represent the easiest and most popular way to leave a philanthropic legacy with nonprofit organizations.  Many professional advisors and development professionals, however, still hesitate to introduce this important topic if a conversation about it is not initiated by their clients and donors.  In this session, you will hear from successful practitioners in the non-profit development, estate planning and financial planning fields share the various ways to introduce and discuss the role, value and feasibility of charitable bequests in the estates of donors and clients.  Each panelist will share a list of practice tips and suggestions that will help you not only plant the seeds of charitable estate giving, but engage in a conversation about charitable bequests as a natural reflection of an individual’s  values and aspirations.

Speakers
SARAH B. BOWMAN is a member of the Private Clients, Trust and Estates department of K&L Gates in Seattle.  She focuses her practice on estate planning, including charitable planning, and trust and estate administration.  Sarah earned top honors, graduating first in her class from Seattle University School of Law in 2006, where she also received Year End Achievement Scholarships for Academic Excellence in both 2004 and 2005.  She is the recipient of the 2006 American Law Institute / American Bar Association Scholarship and Leadership Award.  Ms. Bowman dedicates time to Seattle Children’s Hospital, serving on the Legacy Advisory Council and also as President and Co-Founder of the Butterfly Guild of Seattle Children’s Hospital.  She was named a “Rising Star” by Washington Law & Politics magazine in 2010, 2011, and 2012.  She is a frequent lecturer on estate planning and estate and trust administration matters, and she is one of the authors of the 2011 King County Bar Association Probate and Procedures Manual.

GABRIELLE DUDLEY is Director of Development for Stewardship & Special Gifts at Seattle Pacific University. In this capacity, she is responsible for a small high-end donor portfolio, major and gift planning marketing, processing estate gifts, donor stewardship programs, such as the Wellspring Society, and helping the University develop and implement strategic fund-raising plans.  Before joining SPU, she worked for 12 years at Seattle Children’s Hospital and helped build and manage very successful major and planned giving programs.  During her time at Children’s, she successfully solicited more than 100 endowed gifts, including 16 endowed chairs, and worked directly with donors and advisors to complete all types of planned gifts. Prior to Children’s, she worked as a development director at Washington State University.  Gabrielle earned her bachelor’s degree from Seattle Pacific in 1982.  She also enjoys writing articles on planned giving for trade publications, such as Planned Giving Today and Planned Giving Tomorrow.

KATHRYN GARRISON is a financial advisor with Moss Adams Wealth Advisors. She advises executives and high net worth individuals in the creation of highly personalized financial plans and comprehensive wealth strategies. Kathryn is a member of the firm’s Portfolio Management Team, guiding the implementation of client investment portfolios. In addition to providing personal financial planning and investment management services, she also provides insurance analysis, estate planning, education planning, and innovative strategies for clients to incorporate philanthropy into their financial estate plans. She earned her bachelor’s degree from Stanford University, did postgraduate work at the University of Mississippi and completed the Personal Financial Planning program at City University in Bellevue.  She is a Founding Member of King County Boys & Girls Club’s Influence Her program, chair of the Planned Giving Committee of the Puget Sound Blood Center, member of the Planned Giving Committee of Fred Hutchinson Cancer Research Center and a member of the Children’s Legacy Advisors of Seattle Children’s Hospital.  She is Pro Bono Director and President-Elect of the local chapter of the Financial Planning Association.

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