South Sound Planned Giving Council

### Context Profile for South Sound Planned Giving Council

1. **Organization Mission & Cause:**
   The South Sound Planned Giving Council (SSPGC) is dedicated to enhancing the understanding and practice of planned giving among nonprofit organizations in the South Sound region. Their mission focuses on educating and empowering nonprofit professionals, board members, and advisors to effectively engage with donors regarding planned gifts. This is crucial for ensuring sustainable funding for nonprofits and fostering a culture of philanthropy.

2. **Type of Activities:**
   - **Educational Workshops:** The SSPGC offers a series of workshops titled "Basics of Planned Giving for Generalists," which cover essential topics such as tax basics, current gifts, bequests, and charitable trusts. These sessions are designed to provide practical tools and real-life examples to participants.
   - **Networking Events:** The organization hosts events that facilitate networking among professionals in the nonprofit sector.
   - **Resources and Support:** They provide resources and tools to help organizations implement planned giving strategies effectively.

3. **Tone of Voice:**
   The tone of the SSPGC's communications is professional yet approachable. The language is clear and informative, aiming to inspire confidence among participants. The use of friendly greetings and straightforward explanations indicates a welcoming atmosphere, making complex topics accessible to a broader audience.

4. **Emoji Usage:**
   The organization uses emojis sparingly in their communications. For instance, in their email campaigns, they include a location pin emoji (📍) to denote event locations. This suggests a casual and friendly touch, enhancing engagement without overwhelming the content.

5. **Key Facts:**
   - **Founding Information:** Specific founding details were not available on the website.
   - **Scale:** The SSPGC has conducted a total of 9 forms and 3 email campaigns, indicating an active engagement with their audience.
   - **Impact Metrics:** While specific impact metrics were not detailed, the focus on education and community engagement suggests a commitment to enhancing the capabilities of local nonprofits.
   - **Volunteer Information:** Information regarding volunteer opportunities was not explicitly mentioned on the website.

6. **Writing Guidelines:**
   - **Clarity and Simplicity:** Use straightforward language that breaks down complex topics into digestible parts.
   - **Professional yet Friendly:** Maintain a balance between professionalism and approachability. Use a conversational tone when addressing the audience.
   - **Engagement Focus:** Incorporate questions or prompts that encourage interaction and engagement, such as inviting participants to share their experiences or ask questions during workshops.
   - **Use of Emojis:** Include emojis sparingly to add a friendly touch, particularly in informal communications or event reminders.

This context profile provides a comprehensive understanding of the South Sound Planned Giving Council, enabling AI assistants to generate tailored and effective content that aligns with the organization's mission and communication style.

Early Bird

Regular Ticket

<p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" id="isPasted" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;">Join us for an inspiring and eye-opening day with Dr. Russell James, the nation&rsquo;s leading expert on planned giving and donor psychology.<p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;"> <p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;">Dr. James isn&rsquo;t just a professor&mdash;he&rsquo;s a storyteller of the science behind generosity. He&rsquo;ll take you inside the minds of your clients and donors and reveal the hidden motivators behind transformational gifts.<p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;"> <p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;">What You&rsquo;ll Learn:<ul fr-original-style="padding: 0px; margin: 0px 0px 0px 40px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="padding: 0px; margin: 0px 0px 0px 40px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; box-sizing: inherit;"><li fr-original-style="padding: 0px; margin: 0px;" style="padding: 0px; margin: 0px; box-sizing: inherit;">Why traditional planned giving language turns clients and donors off&mdash;and what to say instead</li><li fr-original-style="padding: 0px; margin: 0px;" style="padding: 0px; margin: 0px; box-sizing: inherit;">How to spark legacy conversations that lead to action</li><li fr-original-style="padding: 0px; margin: 0px;" style="padding: 0px; margin: 0px; box-sizing: inherit;">The neuroscience of generosity: what&rsquo;s happening in your client or donor&rsquo;s brain</li><li fr-original-style="padding: 0px; margin: 0px;" style="padding: 0px; margin: 0px; box-sizing: inherit;">Tools and strategies you can apply immediately to deepen donor and client relationships</li><li fr-original-style="padding: 0px; margin: 0px;" style="padding: 0px; margin: 0px; box-sizing: inherit;">And why planned giving is not about death, but about meaning, memory, and impact</li></ul><p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;"> <p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;"><span fr-original-style="color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; display: inline !important; float: none;" id="isPasted" style="color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important; box-sizing: inherit;">Whether you&rsquo;re a professional advisor, estate planning attorney, or a new or seasoned non-profit professional, this is a can&rsquo;t-miss event.<p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;"> <p fr-original-style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;" style="margin: 0px; padding: 0px; color: rgb(64, 63, 66); font-family: Arial, Verdana, Helvetica, sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: pre-wrap; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; line-height: 1.5; box-sizing: inherit;">✨ Prepare to be inspired. Plan to leave empowered.

Hi <span contenteditable="false" data-custom-variable="{{firstname}}" fr-original-class="fr-deletable styled-tag-chip" fr-original-style="" style="background-color: rgb(248, 248, 255); border: 1px solid rgb(191, 191, 255); border-radius: 4px; color: rgb(42, 42, 196); padding: 1px 8px; font-size: 11px; display: inline-block; margin: 0px; overflow-wrap: anywhere; user-select: none; box-sizing: inherit;">First name, Thank you for registering for A Day with Dr. Russell James! Your ticket purchase is confirmed, and we&rsquo;re thrilled you&rsquo;ll be joining us for this unique and energizing event. 📅 Date: Friday, June 6🕙 Time: 10:00 AM &ndash; 3:00 PM📍 Location: Marriott Downtown Tacoma (<a fr-original-style="" href="https://maps.app.goo.gl/qAMScQKk1STgkDbQ8" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">Google Maps location</a>)🍽 Lunch: A plated lunch is included with your ticket What to ExpectPrepare to be inspired by Professor Russell James, J.D., Ph.D., CFP&reg;, the nation&rsquo;s leading expert on planned giving and donor psychology. This is more than a lecture&mdash;it&#39;s a powerful journey into the neuroscience of generosity, the psychology of legacy conversations, and the language that leads to transformational giving. Whether you&#39;re a seasoned fundraiser or just stepping into planned giving, you&rsquo;ll leave empowered with fresh insights and ready-to-use strategies. 🎉 Bonus Opportunity:&nbsp;Interested in sponsorship opportunities? We&rsquo;d love to connect&mdash;just reply to this email. Stay tuned for agenda updates and venue info. If you have any questions in the meantime, don&rsquo;t hesitate to reach out. Warmly,The SSPGC Program Committee

<p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%">Join us for an inspiring and eye-opening day with Dr. Russell James, the nation’s leading expert on planned giving and donor psychology.<p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%"> <p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%">Dr. James isn’t just a professor—he’s a storyteller of the science behind generosity. He’ll take you inside the minds of your clients and donors and reveal the hidden motivators behind transformational gifts.<p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%"> <p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%">What You’ll Learn:<ul><li>Why traditional planned giving language turns clients and donors off—and what to say instead</li><li>How to spark legacy conversations that lead to action</li><li>The neuroscience of generosity: what’s happening in your client or donor’s brain</li><li>Tools and strategies you can apply immediately to deepen donor and client relationships</li><li>And why planned giving is not about death, but about meaning, memory, and impact</li></ul><p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%"> <p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%">Whether you’re a professional advisor, estate planning attorney, or a new or seasoned non-profit professional, this is a can’t-miss event.<p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%"> <p style="margin:0px;padding:0px;font-style:normal;font-variant-ligatures:normal;font-variant-caps:normal;font-weight:400;letter-spacing:normal;orphans:2;text-align:left;text-indent:0px;text-transform:none;widows:2;word-spacing:0px;-webkit-text-stroke-width:0px;white-space:pre-wrap;text-decoration-thickness:initial;text-decoration-style:initial;line-height:1.5;box-sizing:inherit;max-width:100%">✨ Prepare to be inspired. Plan to leave empowered.

South Sound Planned Giving Council

A Day With... Dr. Russell James

Marriott Tacoma Downtown

Regular Ticket

$149

Add a donation for South Sound Planned Giving Council