Leave 10 South Sound

07/01/2026

Looking for fresh ideas to grow your legacy giving program?

Don't miss this upcoming Make-A-Will Month webinar from SSPGC and Leave 10 South Sound.
Hear directly from experienced fundraising leaders as they share practical strategies, successful outreach ideas, and lessons learned from promoting planned giving and Make-A-Will Month within their organizations.

Whether you're building a legacy program from the ground up or looking for new ways to engage donors, this discussion is packed with actionable takeaways.

📅 Wednesday, July 8
🕛 12:00–1:00 PM

💻 Online
🎙️ Featuring:
• Mindie Reule
• Jennie Griek
• Dean Carrell

Moderator: Timm Dowling

Save your spot today:
https://calendar.app.google/4WwkuRUFJygdFmvdA

06/26/2026

Make-A-Will Month is almost here—are you ready?

Join SSPGC and Leave 10 South Sound for a free webinar featuring experienced fundraising professionals sharing practical, real-world strategies to strengthen your legacy giving efforts during Make-A-Will Month.

Whether you're launching your first campaign or refining an established program, you'll walk away with ideas you can implement right away.

🎤 Panelists:
• Mindie Reule, President & CEO, Community Foundation of South Puget Sound
• Jennie Griek, Legacy Advisor & Gift Planner, Pacific Lutheran University
• Dean Carrell, Foundation Director, Pierce County Library Foundation

Moderated by: Timm Dowling
📅 Wednesday, July 8
🕛 12:00–1:00 PM
💻 Virtual Webinar

Reserve your spot by adding the event to your calendar:
https://calendar.app.google/4WwkuRUFJygdFmvdA

06/15/2026

Creating an estate plan can be complex and emotionally challenging, which might explain why fewer than one in three Americans have a will or any estate planning documents, according to Caring's 2025 Wills and Estate Planning survey. Leave 10 South Sound aims to change that statistic, at least in the South Puget Sound region. We are constantly educating our community on best practices for estate planning. Today we are sharing a terrific article "Protect your family's future: Avoid these 12 common estate planning mistakes". A great read for individuals starting or updating their estate plans, and for advisors providing estate planning counsel.

Don’t make these common estate planning mistakes and your loved ones will thank you

06/15/2026

Creating an estate plan can feel overwhelming—and you’re not alone. According to Caring’s 2025 survey, fewer than one in three Americans have a will or any estate planning documents.

Leave 10 South Sound is working to change that here in the South Puget Sound by continuing to educate and empower our community with the tools and knowledge to plan ahead with confidence.

Today, we’re sharing a helpful article: “Protect your family’s future: Avoid these 12 common estate planning mistakes.” Whether you’re just getting started, updating your plan, or advising others, this is a valuable read.

Read more: https://www.msn.com/en-us/health/strength/protect-your-family-s-future-avoid-these-12-common-estate-planning-mistakes/ar-AA1Vd1tv?ocid=BingNewsVerp

Don’t make these common estate planning mistakes and your loved ones will thank you

06/01/2026

Every year Leave 10 South Sound promotes Make a Will Month in August and National Estate Planning Awareness Week (third week of October). Wills and beneficiary designations become hot topics. Life Legacy has created this terrific blog: "Wills vs. Beneficiary Designations: What nonprofits and donors need to know to make giving and receiving gifts easier".
Understanding the difference is important. https://lifelegacy.io/learn/estate-planning/wills-vs-beneficiary-designations/

Insights and sample scenarios to help financial advisors navigate charitable giving conversations with clients, reducing risk of awkwardness or overstepping.

06/01/2026

Every year, Leave 10 South Sound highlights the importance of planning ahead through Make a Will Month (August) and National Estate Planning Awareness Week (third week of October)—when wills and beneficiary designations take center stage.

But do you know the difference between the two?

Life Legacy breaks it down in their helpful blog: “Wills vs. Beneficiary Designations: What nonprofits and donors need to know to make giving and receiving gifts easier.” Understanding how each works can make a big difference in ensuring your intentions are honored and your impact is felt.

Take a moment to learn more: https://lifelegacy.io/learn/estate-planning/wills-vs-beneficiary-designations/

When it comes to helping supporters plan future gifts, one of the most common sources of confusion is deciding which assets should be included in a will and which should be distributed via beneficiary designations. I wrote about this a couple of years ago, but recent conversations with individuals h...

05/15/2026

Leave 10 South Sound is committed to sharing helpful estate planning and planned giving tools and resources with nonprofit organizations, professional advisors, and individuals.

We recently came across this Estate Planning Guidebook for Professional Advisors, developed by SEI. This workbook is designed to help advisors explore possibilities with clients, uncover their true intentions, solidify goals, and build estate plans that support both their families and their communities.

📘 Access the guidebook here:https://www.seic.com/sites/default/files/2025-11/Estate%20Planning%20Guidebook%20for%20Advisors.pdf

05/13/2026

This guide has brought success to so many nonprofits, including many Leave 10 South Sound Champions. Leave 10 SS proudly endorses FreeWill and promotes Make-A-Will Month (MAWM).

Nonprofits—now is the time to take advantage of these terrific resources and prepare to see legacy commitments come your way! These free tools give you everything you need to run a successful campaign.

https://www.nonprofits.freewill.com/resources/writing-templates/make-a-will-month-toolkit?utm_campaign=42139945-2026%20Make-A-Will-Month%20Guide&utm_source=linkedin&utm_medium=social&utm_term=2026%20Make-A-Will-Month%20Guide&utm_content=2026%20Make-A-Will-Month%20Guide

Drive more gift commitments this August by downloading FreeWill's Make-A-Will Month Success guide.

05/12/2026

Many financial advisors have a unique opportunity to assist their clients in crafting meaningful charitable plans that resonate deeply with their values. While conversations around philanthropy can bring emotional satisfaction and financial benefits, advisors may approach these topics thoughtfully, looking for ways to feel fully equipped for these discussions. By using targeted questions and strategies, such as the ones included in the examples presented in this blog, advisors can help clients uncover their charitable intentions and create meaningful, tax-smart giving strategies that align with their priorities. Not only do these conversations add meaningful emotional and financial rewards for clients, but they can also strengthen client relationships and open new business opportunities through strategic philanthropic advising.

Leave 10 South Sound values and celebrates financial advisors who integrate philanthropic advising in their practice. It is a win for all, including our community.

Insights and sample scenarios to help financial advisors navigate charitable giving conversations with clients, reducing risk of awkwardness or overstepping.

05/05/2026

Many smaller nonprofits don't think they have the capacity or skill set to launch a planned giving program. Stelter has shared some simple and sustainable strategies that any small nonprofit can use. Many of our local Leave 10 Nonprofit Champions have employed these strategies and have seen great results.

Planned giving may sound out of reach for small nonprofits, but it doesn’t have to be. With limited time, budget, and staff, you can still launch a successful planned giving program that builds donor trust and long-term sustainability. Discover five simple, practical strategies that will help your...