About the Event:

Cost: Member - $10 | Non-Member - $15

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CLE, CFP and CFRE Credits Applied

We invite you to join us for an interactive session with J. William (Bill) Zook, Jr. of Evergreen Planned Giving, LLC.

If you work for a charitable organization, you may find that lots of people – your colleagues, board members, donors, and perhaps even you yourself – have lots of questions about charitable gift annuities. The same may hold true if you are a professional advisor. Even though this presentation will help you understand, among other things, what a gift annuity is (and isn’t), the tax implications of gift annuities, why a donor might want to establish a gift annuity, and why an organization might (or might not) want to offer gift annuities, please feel free to come with your own questions!

About the Speaker:

Bill Zook
Evergreen Planned Giving, LLC

Bill is the principal of Evergreen Planned Giving, LLC, which was formed in 2016. Now in his third decade as a planned giving consultant, he has served hundreds of clients throughout the U.S. Bill worked initially with Planned Giving Services, Inc. and its founder, Frank Minton, beginning in 1996 and then with planned giving software and services company PG Calc Incorporated from 2005 to 2015.

A former president of the Washington Planned Giving Council, Bill is also a member of the National Association of Charitable Gift Planners (as well as its Leadership Institute), the Seattle Estate Planning Council, the East King County Estate Planning Council, and the Washington State Bar Association. Prior to becoming a consultant, Bill practiced estate planning law and spent the better part of a decade in the field of alternative dispute resolution entailing arbitration, mediation, and conciliation of customer-business disputes; arbitration of labor-management disputes; and teaching a community college course for paralegals. He received his B.A. in religious studies from the University of Virginia and his J.D. from the University of Washington School of Law.

Bill’s current community involvement focuses on alleviating homelessness.