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: Early Bird

WPGC Member

WPGC Member: Lunch Only

Non-Member: Early Bird

Non-Member

Non-Member: Lunch Only

TNC Panelist

Price correction

Join the Washington Planned Giving Council for a full-day conference focused on The Future of Planned Giving: Integration &amp; Impact. Connect with peers, hear from expert speakers, and gain practical insights to strengthen your gift planning work. This event is open to all professionals in the charitable gift planning community. Not yet a member of WPGC?&nbsp;<a fr-original-style="" href="https://www.wpgc.org/join" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">Click here to join!</a> This year&rsquo;s conference will feature two concurrent tracks:<ul data-end="978" data-start="580" fr-original-style="" style="box-sizing: inherit;"><li data-end="762" data-start="580" fr-original-style="" style="box-sizing: inherit;">Introductory: Designed for those newer to planned giving or seeking a refresher. Sample topics include Planned Gifts Sliced and Diced and Estate Management 101.</li><li data-end="978" data-start="763" fr-original-style="" style="box-sizing: inherit;">Advanced: Intended for experienced professionals looking to dive deeper. Topics include Life Income Gifts Funded With Real Estate and A Tale of Two Washingtons &ndash; Legislative Happenings in 2025.</li></ul>When registering, please select the track that best fits your experience level. This is for planning purposes only&mdash;you are welcome to attend sessions in either track throughout the day. McCaw Hall provides ample space, so you&#39;re free to explore what interests you most! Refund policy:&nbsp;<ul fr-original-style="" style="box-sizing: inherit;"><li data-end="1253" data-is-last-node="" data-is-only-node="" data-start="980" fr-original-style="" style="box-sizing: inherit;">Up to 4 weeks before the event: Full refund.</li><li data-end="1253" data-is-last-node="" data-is-only-node="" data-start="980" fr-original-style="" style="box-sizing: inherit;">Between 4 and 2 weeks before the event: 50% refund.</li><li data-end="1253" data-is-last-node="" data-is-only-node="" data-start="980" fr-original-style="" style="box-sizing: inherit;">Within 2 weeks of the event: No refund.</li></ul>Transfer policy: If a registrant cannot attend, they may transfer their registration to another person at no cost, as long as it&#39;s done at least 2 weeks before the event. Please reply to your ticket confirmation email to request a transfer.

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 Planned Giving Day 2025, hosted by the Washington Planned Giving Council! We&#39;re excited to welcome you for a full day of learning, networking, and inspiration. Date: Wednesday, September 17, 2025&nbsp;Time: 8:00 AM - 5:15 PM&nbsp;Location: <a href="https://www.mccawhall.com/" rel="noopener noreferrer" target="_blank" fr-original-style="" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;"></a>McCaw HallAddress: <a fr-original-style="" href="https://maps.app.goo.gl/iVtY1RdR4aKHK3PV7" rel="noopener noreferrer" style="text-decoration-color: initial; user-select: auto; box-sizing: inherit;" target="_blank">321 Mercer St, Seattle, WA 98109</a> Stay tuned&mdash;we&rsquo;ll be sharing more details about speakers, session topics, and logistics as the event approaches.If you have any questions in the meantime, feel free to reply to this email. We look forward to seeing you there! Warm regards,The WPGC Planned Giving Day Committee

Join the Washington Planned Giving Council for a full-day conference focused on The Future of Planned Giving: Integration &amp; Impact. Connect with peers, hear from expert speakers, and gain practical insights to strengthen your gift planning work. This event is open to all professionals in the charitable gift planning community. Not yet a member of WPGC? <a href="https://www.wpgc.org/join" target="_blank">Click here to join!</a> This year’s conference will feature two concurrent tracks:<ul><li>Introductory: Designed for those newer to planned giving or seeking a refresher. Sample topics include Planned Gifts Sliced and Diced and Estate Management 101.</li><li>Advanced: Intended for experienced professionals looking to dive deeper. Topics include Life Income Gifts Funded With Real Estate and A Tale of Two Washingtons – Legislative Happenings in 2025.</li></ul>When registering, please select the track that best fits your experience level. This is for planning purposes only—you are welcome to attend sessions in either track throughout the day. McCaw Hall provides ample space, so you're free to explore what interests you most! Refund policy: <ul><li>Up to 4 weeks before the event: Full refund.</li><li>Between 4 and 2 weeks before the event: 50% refund.</li><li>Within 2 weeks of the event: No refund.</li></ul>Transfer policy: If a registrant cannot attend, they may transfer their registration to another person at no cost, as long as it's done at least 2 weeks before the event. Please reply to your ticket confirmation email to request a transfer.

Washington Planned Giving Council

WPGC Planned Giving Day 2025

McCaw Hall

WPGC Member

$290

WPGC Member: Lunch Only

$90

Non-Member

$350

Non-Member: Lunch Only

$110

TNC Panelist

Free

Price correction

$60

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