South Sound Planned Giving Council
South Sound Planned Giving Council is a 501(c)(3) professional membership association founded in 1992 that delivers educational programming, networking, and resources on charitable planned giving to fundraisers, attorneys, CPAs, trust officers, and financial advisors across Pierce, Thurston, Mason, and Kitsap counties in Washington State.
- Company typePrivate
- Founded1992
- HeadquartersGig Harbor, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What South Sound Planned Giving Council does
The South Sound Planned Giving Council (SSPGC) is a 501(c)(3) professional membership association founded in 1992 and registered in Washington State, serving planned giving professionals in Pierce, Thurston, Mason, and Kitsap counties in the South Sound region. It convenes fundraisers, nonprofit leaders, estate and tax attorneys, CPAs, trust officers, financial advisors, and philanthropic consultants into a single interdisciplinary community built around continuing education in charitable planned giving vehicles such as bequests, charitable gift annuities, charitable remainder trusts, and qualified charitable distributions. Core offerings include an annual membership program, ten monthly educational programs (five in-person lunches and five virtual Lunch & Learns), a recurring seven-session Basics of Planned Giving series, the annual South Sound Philanthropy Summit co-presented with the AFP South Sound Chapter, and a Mentor Program supported by a member directory and video library. The organization also operates the Leave 10 South Sound movement, a community-facing initiative encouraging residents to leave 10% of their estates to charity. SSPGC is not a technology company — its platform is essentially an event calendar plus member resources — and there is no proprietary software, API, or AI component to its operations.
SSPGC's business model is a hybrid of recurring membership dues, pay-per-event fees, and charitable donations. Pricing is differentiated by membership status: member in-person lunches at $27 per session vs. $40 for non-members; the Basics of Planned Giving series is $45 for members and $95 for non-members (the latter including membership). Distribution is regional and self-serve via online registration through Zeffy and JotForm, supported by email, the SSPGC website, Facebook, and LinkedIn. The organization is volunteer-driven with two co-Executive Directors (Annie Skoglund, CAE and Katie Bohocky, CAE), a Board of Directors, and no traditional paid engineering, sales, or product organization. Revenue figures are not disclosed and the entity is structurally nonprofit — there is no equity, no parent company, no funding rounds, no M&A activity, and no signs of expansion outside the four-county service area.
South Sound Planned Giving Council firmographics
Firmographics- Name
- South Sound Planned Giving Council
- Legal name
- South Sound Planned Giving Council
- Website
- https://sspgcouncil.org
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- South Sound Planned Giving Council is a 501(c)(3) professional membership association founded in 1992 that delivers educational programming, networking, and resources on charitable planned giving to fundraisers, attorneys, CPAs, trust officers, and financial advisors across Pierce, Thurston, Mason, and Kitsap counties in Washington State.
- Ownership category
- akta.pro rank
South Sound Planned Giving Council industry classification
Industry- Product category
- Professional Association Services
- NAICS
- Professional Organizations (813920), Business Associations (813910), Business, Professional, Labor, Political, and Similar Organizations (8139)
- SIC
- Services-Membership Organizations (8600), Services-Educational Services (8200)
- akta.pro primary industry
- Philanthropic & Charitable Trust Services (FSAAANAI)
- akta.pro secondary industries
- Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH), Public Charities & Grantmaking Intermediaries (BPAGAKAE)
Keywords
Where South Sound Planned Giving Council is headquartered
LocationHeadquarters
- HQ city
- Gig Harbor
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
South Sound Planned Giving Council business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Membership dues: Annual membership fees from planned giving and allied professionals including fundraisers, attorneys, CPAs, trust officers, and financial advisors
- Event registration fees: Revenue from educational events including monthly lunches ($27 members, $40 non-members), Basics of Planned Giving series ($45-$95), and annual Philanthropy Summit
- Donations and charitable gifts: Accepts cash gifts, appreciated stock, Qualified Charitable Distributions (QCDs), and legacy/bequest gifts. Supports scholarships for membership and event attendance.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Pay-as-you-go | In-Person Monthly Lunch Programs |
| Freemium | Pay-as-you-go | Virtual Lunch & Learn Sessions |
| Subscription | Annual | Basics of Planned Giving 7-Session Series |
| Subscription | Pay-as-you-go | May 2026 Program (Finding Light in Darkness) |
| Subscription | Pay-as-you-go | In-Person Lunch Training (March 2023) |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels6 records
South Sound Planned Giving Council product offering
Product offeringCore offering
A 501(c)(3) professional association that provides educational programs, networking events, and resources for planned giving professionals in the South Puget Sound region. The organization serves approximately 150+ members across Pierce, Thurston, Mason, and Kitsap counties, advancing expertise in charitable gift planning through annual conferences, professional development courses, and an annual publication.
Product overview
South Sound Planned Giving Council (SSPGC) is a professional membership association offering a comprehensive portfolio of educational programs and networking opportunities for planned giving professionals. The organization provides 10 monthly educational programs (5 in-person lunches and 5 virtual sessions), the 'Basics of Planned Giving' seven-session series, Lunch Training sessions, the annual South Sound Philanthropy Summit, and the Leave 10 South Sound initiative. Additional offerings include the Mentor Program, 'A Day With...' events, job postings board, and member resources including directory and video library. SSPGC serves as a unified professional community connecting nonprofit professionals, financial advisors, attorneys, CPAs, trust officers, and ancillary businesses in the planned giving field.
Differentiator
Problem solved
Functional benefit
Brands
- Leave 10 South Sound: A movement created by local donors, nonprofits, and professional advisors to educate, encourage and inspire people in South Sound to leave at least 10% of their estates to charity.
Products and services
- Annual Conference The Council's annual multi-day educational conference, providing planned giving professionals with continuing education, technical training on charitable gift instruments, and structured networking opportunities with peer practitioners across the region.
- Wills, Trusts & Estates Magazine An annual publication of the South Sound Planned Giving Council, providing year-round reference content on estate planning, charitable giving techniques, and regional philanthropy for members and the broader planned giving community.
- Professional Development Courses Structured educational courses offered to members to advance technical expertise in charitable gift planning, estate administration, and related disciplines.
- Networking Events Member events designed to facilitate peer connections, cross-disciplinary referrals, and informal knowledge sharing among planned giving practitioners in the South Puget Sound region.
- Membership Program Annual membership program that provides charitable planned giving professionals access to the Council's educational programming, networking events, publications, and member directory. The Council has 150+ members.
- Scholarships and Grants Funding mechanism supported by member donations and sponsorships that provides scholarships and grants to members to support professional development and continuing education in charitable planned giving.
Quantifiable outcome
- 150+ members and growing
- +2 more outcomes
Companies that use South Sound Planned Giving Council
Customer profileNamed customers3 records
Segments3 records
Ideal customer profiles1 record
South Sound Planned Giving Council technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
South Sound Planned Giving Council partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core and minor.
- Association of Fundraising Professionals – South Sound ChaptercoreCo-presenter of the annual South Sound Philanthropy Summit. AFP South Sound Chapter and SSPGC partner to bring together 150+ professionals from all aspects of philanthropy including fundraising, financial, legal, accounting, estate planning, and nonprofits.
- Leave 10 South SoundcoreMovement created by local donors, nonprofits, and professional advisors to encourage individuals to leave at least 10% of their estates to charity. SSPGC partners with Leave 10 South Sound for educational programming, including Make-A-Will Month webinars and joint events.
- National Association of Charitable Gift PlannersminorNational professional association for charitable gift planners. SSPGC is affiliated and references their Standards of Practice, Model Standards of Practice, and Knowledge Base resources for members.
Scale indicators4 records
Recent moves6 records
Expansion highlights3 records
South Sound Planned Giving Council competitors and assessment
Company assessmentBroad incumbents
- The Giving Institute: A consortium of philanthropic advisory firms that offers member education and promotes ethical standards in fundraising and gift planning; serves an overlapping advisor audience as SSPGC at a national consulting-firm level.
- Council on Foundations: A national nonprofit membership association serving grantmaking foundations and corporations, offering planned giving education and community programming that overlaps with SSPGC's content at a national scale.
- American College of Trust and Estate Counsel (ACTEC): A professional association of trust and estate attorneys; its members are a key audience SSPGC serves (estate/tax attorneys advising on charitable giving), making ACTEC an adjacent incumbent whose educational programming partially substitutes for SSPGC's legal-track content.
- National Council of Nonprofits: A network of nonprofit organizations providing capacity-building resources, advocacy, and educational programming that overlaps with portions of SSPGC's nonprofit-focused member benefits, but at a national rather than regional scale.
- Association of Fundraising Professionals (AFP): The largest professional association for fundraisers globally; SSPGC co-presents the annual South Sound Philanthropy Summit with the AFP South Sound Chapter, making AFP both a close GTM partner and a broader-incumbent competitor for fundraising education and certification.
Others
- Foundation Source: A provider of administrative services for private foundations, including planned giving administration; complementary to SSPGC's members (who advise donors creating such funds) but does not directly compete for membership.
- Community Foundation of South Puget Sound: The local community foundation in SSPGC's territory, whose leadership participates as panelists in SSPGC programs and which serves as both a major institutional member and a regional philanthropic education partner.
Regional players
- Greater Washington Community Foundation: A regional community foundation serving a Pacific Northwest-adjacent geography with planned giving services, donor education, and legacy giving programs analogous to those promoted by SSPGC's Leave 10 South Sound initiative.
Emerging players
- FreeWill: An online planned giving and estate planning platform that increasingly partners with nonprofits to offer free will-making and charitable gift tools; competes with SSPGC members for client-facing planned giving tooling and partially substitutes for educational content.
Direct peers
- National Association of Charitable Gift Planners: The national professional association for charitable gift planners, offering standards of practice, a knowledge base, and member education that directly overlap with SSPGC's mission; SSPGC is already an affiliate and references NACGP's Standards of Practice for members.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights7 records
Customer concentration
South Sound Planned Giving Council social profiles
Digital presenceSouth Sound Planned Giving Council financial estimates
Financial estimateRevenue estimate
Valuation estimate
South Sound Planned Giving Council leadership team
Management profileNumber of profiles
Profiles2 records
South Sound Planned Giving Council funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
South Sound Planned Giving Council M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about South Sound Planned Giving Council
What does South Sound Planned Giving Council do?
A 501(c)(3) professional association that provides educational programs, networking events, and resources for planned giving professionals in the South Puget Sound region. The organization serves approximately 150+ members across Pierce, Thurston, Mason, and Kitsap counties, advancing expertise in charitable gift planning through annual conferences, professional development courses, and an annual publication.
Is South Sound Planned Giving Council a public or private company?
South Sound Planned Giving Council is a private company. It is classified as nonprofit foundation owned and is currently operating.
When was South Sound Planned Giving Council founded?
South Sound Planned Giving Council was founded in 1992. It employs 1 to 10 people.
Where is South Sound Planned Giving Council based?
South Sound Planned Giving Council is headquartered in Gig Harbor, United States, in the North America region.
How does South Sound Planned Giving Council make money?
Three revenue lines are on record. Membership dues are the primary driver. The others are event registration fees and donations and charitable gifts.
Who are South Sound Planned Giving Council's main competitors?
Broad incumbents on record are The Giving Institute, Council on Foundations, American College of Trust and Estate Counsel (ACTEC), National Council of Nonprofits and Association of Fundraising Professionals (AFP). Others are Foundation Source and Community Foundation of South Puget Sound. Greater Washington Community Foundation is listed as a regional player. FreeWill is listed as an emerging player. National Association of Charitable Gift Planners is listed as a direct peer.
Does South Sound Planned Giving Council have an API?
No public API is recorded for South Sound Planned Giving Council.
What industry is South Sound Planned Giving Council in?
South Sound Planned Giving Council's product category is Professional Association Services. Its primary akta.pro industry code is FSAAANAI, Philanthropic & Charitable Trust Services, with a secondary code of FSAEAKAH, Charitable Giving & Philanthropic Trust Advisory. Its NAICS code is 813920 and its SIC code is 8600.