Event
SSPGC March 20, 2019 Luncheon Meeting
SSPGC 3/20/19 Lunch Presentation at La Quinta, Tacoma - Donor Advised Funds: How to create, manage and use the new tax law to make sense of DAFs in 2019 and beyond from three points of view.
Donor Advised Funds (DAFs) are versatile and useful when a client/donor wants to accomplish more than just a charitable gift. YES - Community Foundations offer them, YES - universities offer them, YES -hospital systems offer them, are you offering them? Is it something you should consider?
HOW are DAFs affected by the new Tax Law changes? As usual, there is a yin and yang to tax law.
COME JOIN THE CONVERSATION pick up new knowledge and add your comments. Bring your questions this panel can answer them!
WHAT: Donor Advised Funds - How they work, how they benefit client, donors and you, how they help achieve multiple goals in estate planning.
WHEN: Wednesday, March 20, 2019 | 11:30 AM 1: 00 PM
WHERE: LaQuinta Inn; Conference Center | 1425 E. 27th Street, Tacoma, WA 98421 | (253) 383-0146 | Conference Center (N. End of Hotel, on Portland Ave. side)
WHO: Evelyn Ryberg CAP, Director of Philanthropic Service; Greater Tacoma Community Foundation
Jeanne Sacks CPA, CGMA, Tax Dept. Manager, Johnson Stone Pagano
Todd Blodgett JD, Estate Planning, Eisenhower Carlson;
COST: SPGC and WPGC Members: $20 | Non-Members: $30
LUNCH CHOICES:
1. Dijon Chicken: baked chicken breast topped with a creamy Dijon sauce served with rice pilaf and vegetables
2. Chefs Salad: Lettuce with sliced turkey and sliced ham, cheddar and swiss cheese, diced tomato and cucumber with side of ranch dressing
3. Vegetarian Stir Fry: Rice with vegetable medley in teriyaki glaze
You must register on this site for this event. Pay by credit card through PayPal or choose Pay at Door.
We are excited to bring this informative program to you.
Robin Echtle, President Rick Oldenburg CAP®, Executive Director
South Sound Planned Giving Council
2019 Officers:
Robin Echtle, President; Tacoma Lutheran Retirement Foundation
Jeanne Sacks CPA CGMA, Treasurer; Johnson Stone Pagano
Beverly Cox CFP CAP®, Secretary; Beverly Cox Planning
2019 Board members:
Todd Blodgett JD, Immediate Past President, Attorney; Eisenhower Carlson PLLC
Jeff Myers JD LLM, Sr. Vice President, Private Client Manager; US Trust
Emma Conway, Development Director; Boys & Girls Clubs of S. Puget Sound
Doug Page CAP®, Executive Director of Gift Planning; Pacific Lutheran University
Tom Ryan CEPA , Sr. Director; BNY Mellon Wealth Management
Norma Schuiteman CAP®, Executive Director; Community Foundation of South Puget Sound
Dan Stoehr, Executive Director; REACH Ministries
Alison Yeager JD LLM CPA, Trust Officer, Regional Director; Union Bank
Emeritus Board members:
Ed Larson, Planned Gift Specialist, Pacific Lutheran University (Retired)
Mary McNally CPA, Treasurer; Johnson Stone Pagano (Retired)
FUTURE MEETING DATES:
Wednesday, April 17th
Wednesday, May 15th
Wednesday, June 19th
Be sure to add FRIDAY, SEPT 27th PHILANTHROPY SUMMIT 8am-3pm Elks Event Center, Tacoma
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LocationLaQuinta Inn; Conference Center (View)
1425 E. 27th St
Tacoma, WA 98421
United States
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