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Tag: Planned Giving

Sep
29

Toward Transformation: Equity-Centric Philanthropy in the Pacific Northwest

Filed Under: Philanthropy - Posted @ 4:27pm

For the first time in her professional career, Elena Pullen-Venema can say that her personal racial equity values and those of her employer are coming into alignment.   Elena, who’s been with the Community Foundation of Snohomish County since 2012 and now serves as Director of Gift Planning there, says the foundation began “deep-dive” equity discussions as a staff a > Continue Reading

Sep
8

Where There’s A Will There’s A Way To Build A Thriving Future

Filed Under: Philanthropy,Professional Advisors - Posted @ 4:06pm

2020 has been a year of uncertainty and change, with everything from physical distancing to mask wearing to Zoom work, school, and parties becoming our new day-to-day. Despite the current disruptions, many people have been inspired to re-imagine their future – and the future of their communities.  “We’ve experienced an uptick in clients requesting estate planning services since COVID hit,” said Ken Ford, Attorney with Morton McGoldrick in Tacoma. “COVID > Continue Reading

Dec
19

PG Calc Planned Giving Webinar Series for Nonprofits

Filed Under: - Posted @ 5:00pm

Join GTCF and other Pierce County nonprofit organizations as we gather to listen to PG Calc’s December webinar. The webinar will take place in the Greater Tacoma Community Foundation board room. The webinar will begin at 10:00 am and last until 11:30 am. Please feel free to stay longer to discuss highlights and takeaways. We > Continue Reading

Nov
21

PG Calc Planned Giving Webinar Series for Nonprofits

Filed Under: - Posted @ 5:00pm

Build your confidence as a gift planner by strengthening your understanding of numbers you work with every day! Explore the logic underlying charitable deduction and gift annuity taxation calculations, examine the influence of the IRS discount rate on different gift plans, learn where the IRS discount rate comes from in the first place, understand the > Continue Reading

Oct
24

PG Calc Planned Giving Webinar Series for Nonprofits

Filed Under: - Posted @ 5:00pm

How do you ensure you’re asking the right questions to get the bequest and trust gifts your donors intended you to have, even if you wear many hats? We’ll cover the basic information you should receive as a beneficiary, what it means, and when to ask questions and insist on answers. We’ll also go a > Continue Reading

Sep
26

PG Calc Planned Giving Webinar Series for Nonprofits

Filed Under: - Posted @ 5:00pm

Join GTCF and other Pierce County nonprofit organizations as we gather to listen to PG Calc’s September webinar. The webinar will take place in the Greater Tacoma Community Foundation board room. The webinar will begin at 10:00 am and last until 11:30 am. Please feel free to stay longer to discuss highlights and takeaways. We > Continue Reading

Aug
29

PG Calc Planned Giving Webinar Series for Nonprofits

Filed Under: - Posted @ 5:00pm

Join GTCF and other Pierce County nonprofit organizations as we gather to listen to PG Calc’s August webinar. The webinar will take place in the Greater Tacoma Community Foundation board room. The webinar will begin at 10:00 am and last until 11:30 am. Please feel free to stay longer to discuss highlights and takeaways. We > Continue Reading

Jul
25

PG Calc Planned Giving Webinar Series for Nonprofits

Filed Under: - Posted @ 5:00pm

Join GTCF and other Pierce County nonprofit organizations as we gather to listen to PG Calc’s July webinar. The webinar will take place in the Greater Tacoma Community Foundation board room. The webinar will begin at 10:00 am and last until 11:30 am. Please feel free to stay longer to discuss highlights and takeaways. We > Continue Reading

Jul
10

2018 Giving Numbers Point to the Importance of Donor Relationships 

Filed Under: Philanthropy - Posted @ 1:42pm

Charitable giving in 2018 set another overall record, reaching $427.71 billion nationally. Although that is an increase of nearly $3 billion in current dollars from 2017, adjusting for inflation, total giving decreased by $7.4 billion.   Those numbers came from Giving USA’s annual report on philanthropy, offering research into the who, what, and where of giving in 2018.   “Many donors are becoming more sophisticated in the way they want to give and the > Continue Reading

Jun
27

PG Calc Planned Giving Webinar Series for Nonprofits

Filed Under: - Posted @ 5:00pm

Join GTCF and other Pierce County nonprofit organizations as we gather to listen to PG Calc’s June webinar. The webinar will take place in the Greater Tacoma Community Foundation board room. The webinar will begin at 10:00 am and last until 11:30 am. Please feel free to stay longer to discuss highlights and takeaways. We > Continue Reading