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.

SSPGC Member

Non-Member

LXCL:FOR NEW MEMBERS ONLY Join SSPGC today and receive 15 months of membership for just $100 when you bundle this with your Basics Course purchase (regular membership price is $125 for 12 months)

Bundle Offer: Course + Membership

Gain the confidence to talk with donors about planned gifts. This introductory series covers the fundamentals of planned giving in a clear, approachable way&mdash;perfect for nonprofit professionals, board members, and advisors.Taught by experienced professionals, each session includes real-life examples, tools you can use, and time for Q&amp;A.<hr data-start="764" data-end="767" fr-original-style="" style="clear: both; user-select: none; break-after: page; width: 100%; box-sizing: inherit;"><h3 data-end="817" data-start="769" fr-original-style="" style="width: 100%; box-sizing: inherit;">Course Schedule (12:00&ndash;1:00 PM PT)</h3><ul data-end="1322" data-start="818" fr-original-style="" style="box-sizing: inherit;"><li data-end="901" data-start="818" fr-original-style="" style="box-sizing: inherit;">Fri, Oct 10 &ndash; Tax Basics &ndash; Jeanne Sacks, CPA, CAP&reg; &amp; Rick Oldenburg, CAP&reg;</li><li data-end="959" data-start="902" fr-original-style="" style="box-sizing: inherit;">Fri, Oct 17 &ndash; Current Gifts &ndash; Kaarin Austin, JD</li><li data-end="1025" data-start="960" fr-original-style="" style="box-sizing: inherit;">Wed, Oct 22 &ndash; Bequests &amp; Probate &ndash; Brianne Kampbell, JD</li><li data-end="1115" data-start="1026" fr-original-style="" style="box-sizing: inherit;">Wed, Oct 29 &ndash; Charitable Gift Annuities &amp; Remainder Interests &ndash; Doug Page, CAP&reg;</li><li data-end="1189" data-start="1116" fr-original-style="" style="box-sizing: inherit;">Fri, Nov 7 &ndash; Charitable Remainder Trusts &ndash; Rick Oldenburg, CAP&reg;</li><li data-end="1256" data-start="1190" fr-original-style="" style="box-sizing: inherit;">Fri, Nov 14 &ndash; Charitable Lead Trusts &ndash; Hayden Taylor, JD</li><li data-end="1322" data-start="1257" fr-original-style="" style="box-sizing: inherit;">Fri, Nov 21 &ndash; Putting It All Together &ndash; All Instructors</li></ul>

Hi&nbsp;<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 our 7-week virtual course, The Basics of Planned Giving for Generalists. Gain the confidence to talk with donors about planned gifts.&nbsp;This introductory series covers the fundamentals of planned giving in a clear, approachable way&mdash;perfect for nonprofit professionals, board members, and advisors.&nbsp;Taught by experienced professionals, each session includes real-life examples, tools you can use, and time for Q&amp;A. 💻 Zoom Link:&nbsp;<a fr-original-style="" href="https://us02web.zoom.us/j/86149053534?pwd=SycKQ4LhVzS0Guo4KGS9uIp2tr8gXn.1" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">Click here</a>🗓️ Add to Calendar: <a fr-original-style="" href="https://drive.google.com/uc?export=download&id=1WRlZ_flfcKT67Dhx4hK1bMeeKL7tmj-f" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">Click here</a> Course Schedule (12:00&ndash;1:00 PM PT)<ul data-end="1322" data-start="818" fr-original-style="" style="box-sizing: inherit;"><li data-end="901" data-start="818" fr-original-style="" style="box-sizing: inherit;">Fri, Oct 10 &ndash; Tax Basics &ndash; Jeanne Sacks, CPA, CAP&reg; &amp; Rick Oldenburg, CAP&reg;</li><li data-end="959" data-start="902" fr-original-style="" style="box-sizing: inherit;">Fri, Oct 17&nbsp;&ndash; Current Gifts &ndash; Kaarin Austin, JD</li><li data-end="1025" data-start="960" fr-original-style="" style="box-sizing: inherit;">Wed, Oct 22 &ndash; Bequests &amp; Probate &ndash; Brianne Kampbell, JD</li><li data-end="1115" data-start="1026" fr-original-style="" style="box-sizing: inherit;">Wed, Oct 29 &ndash; Charitable Gift Annuities &amp; Remainder Interests &ndash; Doug Page, CAP&reg;</li><li data-end="1189" data-start="1116" fr-original-style="" style="box-sizing: inherit;">Fri, Nov 7 &ndash; Charitable Remainder Trusts &ndash; Rick Oldenburg, CAP&reg;</li><li data-end="1256" data-start="1190" fr-original-style="" style="box-sizing: inherit;">Fri, Nov 14 &ndash; Charitable Lead Trusts &ndash; Hayden Taylor, JD</li><li data-end="1322" data-start="1257" fr-original-style="" style="box-sizing: inherit;">Fri, Nov 21 &ndash; Putting It All Together &ndash; All Instructors</li></ul> Questions? Just reply to this email. We look forward to learning with you!

Gain the confidence to talk with donors about planned gifts. This introductory series covers the fundamentals of planned giving in a clear, approachable way—perfect for nonprofit professionals, board members, and advisors.Taught by experienced professionals, each session includes real-life examples, tools you can use, and time for Q&amp;A.<hr />Course Schedule (12:00–1:00 PM PT)<ul><li>Fri, Oct 10 – Tax Basics – Jeanne Sacks, CPA, CAP® &amp; Rick Oldenburg, CAP®</li><li>Fri, Oct 17 – Current Gifts – Kaarin Austin, JD</li><li>Wed, Oct 22 – Bequests &amp; Probate – Brianne Kampbell, JD</li><li>Wed, Oct 29 – Charitable Gift Annuities &amp; Remainder Interests – Doug Page, CAP®</li><li>Fri, Nov 7 – Charitable Remainder Trusts – Rick Oldenburg, CAP®</li><li>Fri, Nov 14 – Charitable Lead Trusts – Hayden Taylor, JD</li><li>Fri, Nov 21 – Putting It All Together – All Instructors</li></ul>

South Sound Planned Giving Council

SSPGC Basics of Planned Giving For Generalists

Virtual (Zoom)

SSPGC Member

$199

Non-Member

$199

Bundle Offer: Course + Membership

$299

Add a donation for South Sound Planned Giving Council