| 8:30 AM | Registration & Networking |
| 9:30 AM | Welcome |
| 9:40 AM | LAND ACKNOWLEDGMENT Robyn Jones, Co-Chair of the 2025 SSPS and Sr Donor Relations Officer of United Way of Pierce County Native Song performed by Children of the Setting Sun |
| 9:50 AM | SUMMIT HOSTS: AFP South Sound South Sound Planned Giving Council Leave 10 |
| 10:00 AM | SPEAKER Three Trends that will Power Philanthropy for the Next Twenty Years Patrick Schmitt, Co-Founder of FreeWill (includes 15 minutes for Q&A) |
| 11:00 AM | BREAK Sponsor Speaker – Eisenhower Carlson Sponsor Speaker – Socium Advisors |
| 11:15 AM | PANEL: Case Study: Pathways Home Moderator: Mike Yoder, Associated Ministries Panelists: Joe Crain, St. Vincent De Paul, Bremerton; Trudy Soucoup, HomesFirst; Duke Paulson, The Rescue Mission and Good Neighbor Village; Aimee Khuu, Tacoma Community House |
| 12:15 PM | Lunch & LUNCH SPEAKER: Chris Staudinger of Pretty Gritty City Tours: History of Philanthropy in Our Region |
| 1:00 PM | BREAK & Sponsor Speaker – US Bank |
| 1:10 PM | WORKSHOP SESSIONS: Fundraisers: The History of Civil rights, Affirmative Action and DEI Professional Advisors: 2025 State & Federal Tax Law Changes (And Their Effect on Estate & Gift Planning) |
| 2:10 PM | Break & Transition |
| 2:15 PM | WORKSHOP SESSIONS: Fundraisers: The RIFT* Project *Release IRA Funds Timely Professional Advisors: Legacy by Design: Smart Planning for Wealth, Family, & Philanthropy (ENDS 3:15PM) |
| 2:40 PM | Break & Transition |
| 2:45 PM | CASE STUDY: Fundraisers: Meeting this moment: KNKX David Fischer, President & General Manager, KNKX Sarah McAtee, CRFE, Senior Director of Development, KNKX |
| 3:15 pm | Break & Transition |
| 3:20 PM | CLOSING SPEAKER: Dr. John “Push” Gaines, CEO/Founder of PUSH for Dreams, Former At-Risk Youth turned Inspirational Powerhouse |
| 3:50 PM | Closing & Raffle Drawing |
| 4:00-5:30 PM | Happy Hour (onsite) |
Professional Advisor Workshop Sessions
2025 State & Federal Tax Law Changes (And Their Effect on Estate & Gift Planning)
- Speaker: Todd Blodgett, Partner, Eisenhower Carlson
- This session aims to update attendees with the latest understanding of the Washington State and Federal Tax Law changes using examples of how they may impact Estate Planning decisions and Charitable Gift Planning this year.
Legacy by Design: Smart Planning for Wealth, Family, & Philanthropy
- Speakers: Avery Frank, CPA, CLA (CliftonLarsonAllen) and Joseph Banks, Estate Planning Attorney, Fahlman Little Wheeler, PLLC
- This presentation explores how intentional estate planning can preserve wealth, strengthen family legacies, and amplify philanthropic impact. Special focus will be given to hypotheticals based on real world cases and practical strategies – ranging from charitable giving techniques to credit shelter (bypass) trusts – that empower individuals to design a legacy aligned with their values.
