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.

WPGC Member (without lunch)

WPGC Member (with lunch)

Non-member (without lunch)

Non-member (with lunch)

In a fast-evolving philanthropy landscape, advisors are expected to bridge donor intent, impact strategy, and technical execution with confidence. This panel brings together three practitioners who&rsquo;ve each taken a distinct certification path and apply it daily in their work:<ul fr-original-style="" style="box-sizing: inherit;"><li fr-original-style="" style="box-sizing: inherit;">Alex &mdash; CSPG (Certified Specialist in Planned Giving)</li><li fr-original-style="" style="box-sizing: inherit;">Michael &mdash; CAP (Chartered Advisor in Philanthropy)</li><li fr-original-style="" style="box-sizing: inherit;">Asa &mdash; IPA (Impact Philanthropy Advisor)</li></ul>Panelists will share why they chose their credential, what they learned, and how the training reshaped their client work and collaboration. You&rsquo;ll walk away with practical tools, useful frameworks, and real &ldquo;Aha&rdquo; insights to strengthen donor conversations and support more effective giving.

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 our event and supporting our cause. Your registration greatly helps our mission. 🚀 If you would like to contribute further, contact us to become a volunteer, or talk to your friends about our cause! Sarah Lermanoffice@wpgc.org

In a fast-evolving philanthropy landscape, advisors are expected to bridge donor intent, impact strategy, and technical execution with confidence. This panel brings together three practitioners who’ve each taken a distinct certification path and apply it daily in their work:<ul><li>Alex — CSPG (Certified Specialist in Planned Giving)</li><li>Michael — CAP (Chartered Advisor in Philanthropy)</li><li>Asa — IPA (Impact Philanthropy Advisor)</li></ul>Panelists will share why they chose their credential, what they learned, and how the training reshaped their client work and collaboration. You’ll walk away with practical tools, useful frameworks, and real “Aha” insights to strengthen donor conversations and support more effective giving.

Washington Planned Giving Council

WPGC May Program: Professional Certifications for Charitable Advising and Planned Giving

601 Union St #5400

WPGC Member (without lunch)

$20

WPGC Member (with lunch)

$45

Non-member (without lunch)

$35

Non-member (with lunch)

$60

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