Washington Planned Giving Council

### Context Profile for Washington Planned Giving Council (WPGC)

#### 1. Organization Mission & Cause
The Washington Planned Giving Council (WPGC) is dedicated to promoting and supporting charitable planned giving in Washington State. Their mission is to enhance the effectiveness of charitable organizations by providing education, resources, and networking opportunities for professionals involved in planned giving. They aim to empower individuals and organizations to make informed decisions about their philanthropic contributions, ensuring that charitable gifts are maximized for community benefit.

#### 2. Type of Activities
WPGC engages in various activities to fulfill its mission:
- **Educational Events:** Regular workshops, seminars, and networking events aimed at educating members and the broader community about planned giving strategies.
- **Annual Conferences:** Hosting larger gatherings that feature expert speakers and discussions on trends and best practices in planned giving.
- **Social Gatherings:** Informal events like the "WPGC October Social" to foster community among members and encourage networking.
- **Membership Drives:** Initiatives to grow their membership base, including incentives for bringing new members.

#### 3. Tone of Voice
The tone of voice used by WPGC is:
- **Friendly and Inviting:** Communications often include warm greetings and encourage participation.
- **Professional yet Accessible:** While maintaining professionalism, the language is approachable, making complex topics understandable.
- **Inspiring:** The messaging often emphasizes the impact of planned giving and the importance of community involvement.

#### 4. Emoji Usage
WPGC does not appear to use emojis in their communications. Their content maintains a more traditional and professional appearance, focusing on clear and direct messaging without the use of informal symbols.

#### 5. Key Facts
- **Founding Info:** Specific founding details were not available on the website; further research may be needed.
- **Scale:** The organization has conducted 7 forms and 4 email campaigns, indicating an active engagement with their audience.
- **Impact Metrics:** The website does not provide specific metrics on impact; however, they emphasize the importance of planned giving in supporting local charities.
- **Volunteer Info:** Information on volunteer opportunities is not explicitly mentioned; they may rely on member engagement for event support.

#### 6. Writing Guidelines
Based on existing content patterns, the following guidelines should be adhered to:
- **Use Clear and Concise Language:** Avoid jargon; ensure that all communications are easily understandable.
- **Engage the Audience:** Use direct addresses (e.g., "you") to create a personal connection.
- **Highlight Community Impact:** Emphasize how planned giving benefits the community and individual charities.
- **Include Calls to Action:** Encourage participation in events and membership sign-ups with clear, actionable statements.
- **Maintain Professionalism:** Keep a balance between friendly and professional tones, ensuring that the content reflects the organization's credibility.

This context profile should serve as a foundational reference for creating personalized and effective content for the Washington Planned Giving Council.

LXCL:Includes estimated sales tax

WPGC Member (without lunch)

WPGC Member (with lunch)

Non-Member (without lunch)

Non-Member (with lunch)

Have you ever wondered what a donor meant when they said their taxes prevent them from making larger charitable gifts? Are you curious to know how new state and federal tax regulations may impact donors&#39; decisions to give? Join us on February 9th to learn about fundamental tax issues that donors face and how planned gift strategies can be used to minimize taxes and maximize philanthropy. Experts Frances Olson, CPA, MST (from Clark Nuber) and Nisha Nariya, JD (with Perkins Coie) will share their insights during a panel session.&nbsp;

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 WPGC&#39;s February&nbsp;Webinar&nbsp;with Frances Olson, CPA, MST and Nisha Nariya, who will present Turning Tax Challenges into Philanthropic Opportunities. Date: Monday, February 9, 2026 (<a fr-original-style="" href="https://calendar.app.google/sg3w8A6BCFD1XrD2A" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">add to your calendar</a>)Time: 12:00 - 1:00 PMLocation:&nbsp;Clark Nuber555 110th Ave NE, Suite 700Bellevue, WA 98004 We look forward to seeing you there! Warm regards,The WPGC Program Committee

Have you ever wondered what a donor meant when they said their taxes prevent them from making larger charitable gifts? Are you curious to know how new state and federal tax regulations may impact donors' decisions to give? Join us on February 9th to learn about fundamental tax issues that donors face and how planned gift strategies can be used to minimize taxes and maximize philanthropy. Experts Frances Olson, CPA, MST (from Clark Nuber) and Nisha Nariya, JD (with Perkins Coie) will share their insights during a panel session.

Washington Planned Giving Council

WPGC February Program: Turning Tax Challenges into Philanthropic Opportunities

555 110th Ave NE Suite 700

WPGC Member (without lunch)

$20

WPGC Member (with lunch)

$45

Non-Member (without lunch)

$35

Non-Member (with lunch)

$60

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