Gift Planning Virtual Seminar Series

Give a Gift That Pays You Back

Join Steve Slotemaker, Relationship Manager at TIAA Kaspick, along with Doug Page and Kaarin Austin from the PLU Gift Planning team, as we discuss ways in which you can give to charity while also receiving income. Steve will outline the types of gifts that provide income, and the situations in which these gifts make sense. Doug and Kaarin will tell stories about when this has worked well for PLU donors.

Recipes for Tax-Smart Year-End Giving

Join the PLU Gift Planning team, along with Vice President Dan Lee and Ali Criss ‘07, CFP®, CDFA™, President & Managing Partner of Financial Insights, as we share valuable information about year-end giving in light of new tax laws.

Resources Shared:

Recipes from the PLU Kitchen
Use our online tool to make a gift of stock
Use our online tool to make a Qualified Charitable Distribution from your IRA

Estate Planning in the Time of COVID: A Virtual Panel Presentation

Join Tacoma attorneys Amy Lewis and Todd Blodgett, with the firm of Eisenhower and Carlson, along with PLU’s gift planning team of Doug Page and Kaarin Austin, as we share valuable information about planning your estate during these times of uncertainty.

Resources Shared: 

PLU’s Free Online Will Writing Resource
Estate Planning Questionnaire
Do I Want a Will or Living Trust?