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South Sound Philanthropy Summit

AFP South Sound

Friday, June 28, 2013 from 9:00 AM to 4:00 PM (PDT)

South Sound Philanthropy Summit

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Event Details

AFP South Sound Chapter, the South Sound Planned Giving Council, and the Greater Tacoma Community Foundation present:

South Sound Philanthropy Summit:

Uniting to Unleash the Power of Philanthropy to Transform Our Community

Friday, June 28  9:00am to 4:00pm, Fircrest Golf Club

Join us at this very special summit, facilitated by one of the top gift planning experts in our nation, Pamela Davidson, JD, former President of the Partnership for Philanthropic Planning. She will show us how to work together to better serve our clients and donors by helping them realize their philanthropic dreams.

Who should be at this Summit besides YOU? Professional Advisors, Fundraising Professionals, Charitable Gift Planning Officers and Consultants, Executive Directors, Board Members, and others interested in helping philanthropic people achieve their goals. Everyone can play an important role in starting the conversation.

Please Note: CPAs will receive 4 hours of technical credit (or 3 hours of technical credit and one hour of non-technical credit depending on which "breakout session" is attended).

CFRE and CLE credit has been applied for.


9:00 Check In, Welcome and Introductions

10:00 Keynote: The Transformative Power of Wealth: Why gift Planning Matters

10:45 Session 1: New, Hot and Simple Ways to Further People’s Goals and Values

12:00 Lunch

12:30 Session 2: The Conversation: How Professionals Broach the Subject of Philanthropy with their Clients/Donors.

                    Moderator: Pamela Davidson - Thompson & Associates

                    Development Generalist: Al Hove - Tacoma Goodwill Foundation

                    Trust Officer: Daryl Hembry - Key Private Bank

                    Attorney: Brianne Kampbell - Kampbell Andrews & Arbenz PLLC

                    CPA: Jode Beauvais - Moss Adams

1:45 Session 3: Common Ethical Dilemmas We Run Into


                    Moderator: Pamela Davidson - Thompson & Associates

                     Planned Giving Officer: Scott Claeys - Foundations of MultiCare

                     Trust Officer: Kim Cacace - BNY Mellon

                     Attorney: Robert (Bob) Pittman

                     CPA: Debbie Wittmers - McGladrey


3:00 Session 4 Two Tracks:1) Starting a Planned Giving Program from Scratch or 2) Raising the Level of Philanthropy in Our Community: Next Steps (facilitated by a panel of local representatives)

Member pricing (AFPSS or SSPGC):

$95 Early Bird until June 14*/ $120 between June 14 – 21*

Nonmember pricing:

$120 Early Bird until June 14*/ $145 between June 14 - 21*

Pre-registration required!


For questions contact AFP South Sound at:

Have questions about South Sound Philanthropy Summit? Contact AFP South Sound
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When & Where

Fircrest Golf Club
1500 Regents Boulevard
Fircrest, WA 98466

Friday, June 28, 2013 from 9:00 AM to 4:00 PM (PDT)

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AFP South Sound

The AFP South Sound Chapter serves the educational and networking needs of fundraising professionals living or working in the South Puget Sound region, including Pierce, Mason, Thurston, Kitsap and south King counties.

Visit our website at:

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