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

Charitable Remainder Trusts are an essential tool to every gift, estate, and financial planner&rsquo;s toolkit. Join us for a very educational session and learn the ABC&rsquo;s, and more, about charitable remainder trusts! About the SpeakerJill McIlroy, MNpS, CAP&reg;, CGPP, 21/64 Certified Advisor Jill McIlroy is a Philanthropic Advisor at the Arizona Community Foundation,where she partners with individuals and families to translate their values intomeaningful charitable impact&mdash;both during their lifetimes and as part of their legacyplanning. With more than 22 years of experience in the nonprofit sector, Jill brings adeep understanding of donor engagement, strategic giving, and the unique needs ofmission-driven organizations. In addition to philanthropic advising, her career spans fundraising and grant writing roles, primarily within arts organizations, giving her a practitioner&rsquo;s perspective on how philanthropy fuels vibrant communities. Jill holds multiple professional designations, including 21/64 Certified Advisor, Certified Gift Planning Professional (CGPP), and Chartered Advisor of Philanthropy&reg; (CAP&reg;), and is currently completing the Certified Impact Philanthropy Advisor (IPA) designation through Daylight Advisors&mdash;reflecting her commitment to thoughtful, impact-driven giving. A two-time Sun Devil, Jill earned a Master&rsquo;s degree in Nonprofit Studies and a Bachelor of Fine Arts in Dance from Arizona State University and recently completed a Post-Graduate Certificate in Philanthropic Studies from the University of Kent in the UK.Originally from suburban Philadelphia, Jill now lives in Phoenix, Arizona with her two sons&mdash;and remains unwaveringly loyal to all Philadelphia sports teams.

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 SSPGC February Webinar: ABCs of CRTs📅 Date: Wednesday, February 18 &ndash;&nbsp;<a fr-original-style="" href="https://calendar.app.google/6RiMsctuakDSwH436" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit; color: inherit;" target="_blank">Add to Calendar</a>🕙 Time: 12:00 &ndash; 1:00 PM💻 Zoom link: <a fr-original-style="" href="https://us02web.zoom.us/j/84866791280" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit; color: inherit;" target="_blank">Click here to join</a> Charitable Remainder Trusts are an essential tool to every gift, estate, and financial planner&rsquo;s toolkit. Join us for a very educational session and learn the ABC&rsquo;s, and more, about charitable remainder trusts! See you there! Warmly,The SSPGC Program Committee

Charitable Remainder Trusts are an essential tool to every gift, estate, and financial planner’s toolkit. Join us for a very educational session and learn the ABC’s, and more, about charitable remainder trusts! About the SpeakerJill McIlroy, MNpS, CAP®, CGPP, 21/64 Certified Advisor Jill McIlroy is a Philanthropic Advisor at the Arizona Community Foundation,where she partners with individuals and families to translate their values intomeaningful charitable impact—both during their lifetimes and as part of their legacyplanning. With more than 22 years of experience in the nonprofit sector, Jill brings adeep understanding of donor engagement, strategic giving, and the unique needs ofmission-driven organizations. In addition to philanthropic advising, her career spans fundraising and grant writing roles, primarily within arts organizations, giving her a practitioner’s perspective on how philanthropy fuels vibrant communities. Jill holds multiple professional designations, including 21/64 Certified Advisor, Certified Gift Planning Professional (CGPP), and Chartered Advisor of Philanthropy® (CAP®), and is currently completing the Certified Impact Philanthropy Advisor (IPA) designation through Daylight Advisors—reflecting her commitment to thoughtful, impact-driven giving. A two-time Sun Devil, Jill earned a Master’s degree in Nonprofit Studies and a Bachelor of Fine Arts in Dance from Arizona State University and recently completed a Post-Graduate Certificate in Philanthropic Studies from the University of Kent in the UK.Originally from suburban Philadelphia, Jill now lives in Phoenix, Arizona with her two sons—and remains unwaveringly loyal to all Philadelphia sports teams.

South Sound Planned Giving Council

SSPGC February Webinar: ABCs of CRTs

Virtual (Zoom)

SSPGC Member

Free

Non-Member

Free

Add a donation for South Sound Planned Giving Council