Upcoming Events


June Luncheon
June 10, 2013
11:30am - 1:00pm
The Harbor Club, Seattle

July Luncheon
July 8, 2013
11:30am - 1:00pm
The Harbor Club, Seattle

July Virtual Seminar
July 17, 2013
10:00am - 12:30pm
Northwest Kidney Center, Seattle

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About WPGC

The mission of the Washington Planned Giving Council (WPGC) is to increase the quality and quantity of charitable planned gifts by serving as the voice and professional resource for the gift planning community of Western Washington. The WPGC is affiliated with the Partnership for Philanthropic Planning (PPP) which is the leading nationwide organization for gift planning professionals.

With more than 150 non-profit and allied professional members, WPGC is a valuable resource that connects all sectors of the gift planning community.  We invite you to join WPGC today.

Upcoming Events
June 10, 2013 Luncheon

Wills.com
As more companies offer services online, many consumers are looking for easy ways to “do it themselves,” including drafting their own estate planning documents. Numerous companies now offer consumers the ability to draft their own wills, revocable trusts, power of attorney, and health care directives. This presentation will discuss these programs, the results of do-it-yourself drafting, and how we, as professionals, must learn to navigate in this world of new and growing technology and be prepared to work with and educate people who want to do it themselves when it comes to their estate planning.
CPE and CLE credits will be available.

Additional Program Details

July 17, 2013 Virtual Seminar

The Widow, Her CPA, and the C-Corporation: A Gift Study
Gift planning can be a complex, sometimes challenging, yet frequently rewarding experience.  In this interactive session, participants will do a progressive analysis of one scenario involving multiple elements.  Participants will consider the donor's circumstances and gift goals, and the challenge of matching those goals to those of the organization, the dynamic of working with the donor's professional advisor with strong (if not entirely well informed and philanthropically motivated) opinions, the inclusion of your organization's own advisors, and collaboration with its development and financial officers, the various gift vehicles considered and the special circumstances inherent with a gift of a C-Corporation.

Additional Program Details

 
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