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

Non-Member

Join our November 10 conversation to share strength in community, gain perspective, explore strategies to engage donors for lifetime and estate giving, and find a pathway forward, together. &nbsp;Program will include valuable insights from the recent Bank of America Study of Philanthropy.&nbsp;Jan Jacobs is Senior Vice President and Philanthropic Client Manager for Bank of America Private Bank and serves philanthropic clients through the Pacific Northwest. Jan has dedicated 40 years in philanthropy and of helping non-profit organizations and donors meet meaningful missions through philanthropy. Before joining Bank of America Private Bank in 2017, Jan led fund development programs for organizations in Seattle and across the country, including the global health organization PATH, The Chrysler Museum of Art, Yellowstone Art Museum, Make-A-Wish Alaska and Washington. In addition, she directed planned giving programs at Seattle Symphony and managed capital and endowment campaigns for several other cultural organizations.&nbsp;Jan holds the Charted Advisor in Philanthropy, CAP&reg; designation. Jan is a board member of Leave 10 and the 2024 recipient of the WPGC Frank R. Minton Professional Achievement Award.

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 November Webinar: Finding Light in the Darkness. Date: Monday, November 10, 2025 (<a fr-original-style="" href="https://calendar.app.google/wm7GUmXBwXM5tUPR6" 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 PMZoom Link:&nbsp;<a fr-original-style="" href="https://us02web.zoom.us/j/81703260285?pwd=XaVCbynfGUne4emYEdN9LRZAYNACKj.1" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">Click here to join</a> We look forward to seeing you there! Warm regards,The WPGC Program Committee

Join our November 10 conversation to share strength in community, gain perspective, explore strategies to engage donors for lifetime and estate giving, and find a pathway forward, together.  Program will include valuable insights from the recent Bank of America Study of Philanthropy. Jan Jacobs is Senior Vice President and Philanthropic Client Manager for Bank of America Private Bank and serves philanthropic clients through the Pacific Northwest. Jan has dedicated 40 years in philanthropy and of helping non-profit organizations and donors meet meaningful missions through philanthropy. Before joining Bank of America Private Bank in 2017, Jan led fund development programs for organizations in Seattle and across the country, including the global health organization PATH, The Chrysler Museum of Art, Yellowstone Art Museum, Make-A-Wish Alaska and Washington. In addition, she directed planned giving programs at Seattle Symphony and managed capital and endowment campaigns for several other cultural organizations. Jan holds the Charted Advisor in Philanthropy, CAP® designation. Jan is a board member of Leave 10 and the 2024 recipient of the WPGC Frank R. Minton Professional Achievement Award.

Washington Planned Giving Council

WPGC November Webinar

Virtual (Zoom)

WPGC Member

$15

Non-Member

$30

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