Session Descriptions

CRFE 4 Credits Approved  |  CPE Credits Available  | CLE 1 Credit Pending

Topics and speakers subject to change.

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10:10am – Land Acknowledgement 101

10:25am – Panel Discussion

Highlighting Folks “Doing Good” in the South Sound

There are countless people doing good in the South Sound. Some are part of large organizations, and some are bootstrapping their good idea one day at a time. Join us to learn from some you may have heard of, and others you may not have, from both the nonprofit sector and beyond. Our panel of regional rockstars and helpers will inspire you with ideas to #dogoodsouthsound.

11:30am – Lunch Break & Networking Table Challenge

Uniting to Unleash the Power of Philanthropy

12:00pm – Keynote

The Future of Philanthropy

Trista Harris

Learn More about our Keynote

1:10pm – Workshop Sessions

All workshops are at 1:10pm.  Choose the workshop that suits your needs at registration.

Learn More about the Speakers

Dien Yuen — Daylight Advisors

$84.4 trillion will be transferred between 2021 and 2045. 86% is expected to go to heirs, while the remainder will go to charity. Who are the influencers of these wealth transfer plans? What are their roles? How do we integrate the philanthropic conversation within the spheres of influencers? Join us as we share ideas to generate greater social and personal impact for our donors, and community.

Rick Oldenburg — Oldenburg & Associates

Beverly Cox — B. Cox Planning

(CPE credit available)

WHY and HOW Professional Advisors should be increasingly involved with their clients in Charitable Giving – research & case studies show the positive and profitable effect of incorporating Charitable Planning into the practices of the Allied Professions.

Jesse Bohlin — RVC

Emily Happy — The Philanthropy Collective

Are you new to fundraising? Running a small shop? Starting a new project? Trying to do a million things at the same time? In need of ideas, recommendations, or a support group? We got you! Join us for Fundraising 101 and find new friends who have your back.

James McBain, SVP — Regional Director of Wealth Planning and Trust Advisory, US Bank Private Wealth Management

(CLE 1 Credit Pending)

Why use a CRT?  In most cases, donors chose to use charitable remainder trusts when they would like to make a charitable contribution, have an appreciated asset they wish to donate, but they need an income stream from the asset.

Because a CRT, itself, is a tax-exempt entity, donors can donate an appreciated asset to a CRT, and when the CRT sells the asset, no tax is owed at the time the asset is sold.  In addition, donors generate a charitable deduction for income tax purposes when donors transfer assets to the CRT.

 In anticipation of potential changes in tax laws, CRTs may be a tax efficient tool for your donors to make charitable contributions.

2:05pm – Table Breakout Discussions

Table breakout discussions are at 2:05.  Below are the topics available divided by audience. Please select the table breakout discussion that suits your interest at registration.

Audience: Everyone

Discussion Leader: Mary Davidson, Founder & Event Director of EP Events

Events are an excellent way to raise awareness and funds for your organization but they can be a lot to organize. Sometimes you don’t even know where to start and that’s where event professionals can step in. Bring your questions and we will share best practices for fundraising events.

Discussion Leader: Michelle McLean, Community Makeovers

Grassroots leaders and efforts can be powerhouses that exist off of our “nonprofit” radar. Learn more about how this Tacoma Volunteer of the Year Award Winner gathers hundreds of volunteers and donations to “makeover” large community institutions like schools and senior living centers to offer more dignity to students, residents and staff.

Through local humanitarian aid efforts and Peace Education Programs, Kwabi continues to support community home and abroad. Whether its delivering socks to the homeless, feeding families in need, or educating people on the importance of peaceful action, he is passionate about spreading the message. He also strives to educate others about the true meaning of peace and foster dialogue on the subject through “The Peace Bus.’ How can we instill and model peace and justice in our organizations, our lives and ourselves?

Discussion Leader: Colleen Carmichael, New Horizon Communities

A systemic breakdown has caused a large number of individuals and families to be without stable or affordable housing. New Horizon Communities in the South Puget Sound is innovating to meet this visible need in a large way, including a community providing housing for veterans. Learn from their innovation and impact and gain insight on how everyone can participate in the solution.

Discussion Leader: Desiree Wilkins Finch, Founder Tacoma Black Fund

Desiree, a former panelist for her DEIB work, is back to share the story and lessons behind Tacoma Black Fund. She saw a need, was inspired, collected supporters and allies, and rallied community to support nonprofits and entrepreneurs in new ways, all in short order. Learn more about her process and how you can engage.

Discussion Leaders: Sheranna Kildun, Tacoma/PC Habitat for Humanity, Evelyn Ryberg, Leave10 South Sound

Learn about this important and timely initiative called Leave 10 South Sound and why is is so important for nonprofits, professional advisors, and individuals to engage – NOW. You will have an interactive experience using the tools and resources that will help you be successful building your planned giving program.

Discussion Leader: Samantha Biasca, BlueBridge Alliance

Many tribes in the PNW have ancient traditions of taking care of every community member through Potlatch culture- where tribal  communities will feast, sing, dance and give generous gifts to everyone who attends. The more the host gives, the wealthier they are considered. You could have all the money in the world, but unless you are generous with it, you are not considered wealthy in Potlatch culture. Learning these local Indigenous values could change the way you think about fundraising, grant writing, making asks, crowdfunding, and philanthropy at large.

Audience: Nonprofit Professionals

Discussion Leader: Quincy Henry, Founder Campfire Coffee

Discussion Leader: Savannah Smith, Sea Potential

We live in a beautiful area surrounded by waterways, yet some youth never have an opportunity to experience it or benefit from the education and professional opportunities our natural environment provides. From conception to a successful, celebrated, integrated-in-community organization, SEA Potential saw and met a community need, offering growth and opportunity to countless youth.

Discussion Leader:

Discussion Leader: Robin Callahan, TCC

Is your organization prepared for a planned or unplanned leadership transition? Is this weighing on you because you have been putting it off until you have more time? Join leadership succession expert Robin Callahan, your fellow nonprofit leaders, and fellow board members to learn the basics of leadership succession planning – what is involved, whose role it is, and what should be in a Leadership Succession Plan.

Discussion Leader: Shayla Miles, Rails to Trails Foothills Coalition

It can be challenging to be a nonprofit’s only employee. Are you part of a small or single-staff team, wearing multiple hats and juggling fundraising, board management, finances, and programs? You are not alone. Come connect with other peers who are facing similar challenges. Led by Shayla Miles, the very recent Executive Director of the Foothills Rails to Trails Coalition, this conversation will center on tips and tools to better manage your multiple priorities from other fellow travelers.

Discussion Leader: Angela Jossy, Volcano newspaper, community festivals

How do you change the narrative of a region? By creating a forum to share the good news, the culture, the ways to connect. By creating community-wide events that engage businesses, nonprofits, entertainers, artists. Learn from the ideas and enthusiasm of Angela Jossy, who is determined to make our community a more positive place to live.

Audience: Financial Advisors

Discussion Leader: Dien Yuen, Daylight Advisors

How does our cultural background influence how we think about legacy? How does it show up in estate, financial, and philanthropic planning? How do our experiences, worldviews, and concepts of equity affect how legacy is defined for successive generations? Join us as we explore rituals and traditions and how they connect to the notion of legacy. Then, dive into deep conversations with your peers to examine how to effectively help clients integrate the past into their present and future plans.

Discussion Leaders: Jeffrey I Myers, JD LLM, Bank of America and Kimberly A Fisher, CFP CAP, Wells Fargo

Financial Advisors now realize that many of their clients WANT to talk about their philanthropy goals and how to achieve them. This session will deal with various ways to help clients realize those goals while maintaining substantive support for heirs.

Discussion Leader: Brianne Kampbell, Kampbell Legal Planning

Attorneys now realize that many of their clients WANT to talk about their philanthropy goals and how to achieve them as final gifts in their Will and Estate Plan. This session will deal with various ways to help clients realize those goals while maintaining substantive support for heirs.

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