About Us
Your Dreams Can Make a Difference
We all have causes that are closest to our hearts, and we dream of doing more for our community. But making significant financial gifts during our lifetime may feel out of reach. With good estate planning, or through a simple beneficiary designation, our dreams of today can come true tomorrow. You don’t have to be wealthy to make a difference, Leave 10 is your guide for how to leave 10% to your charity of choice.
In Pierce County alone, it’s estimated that $48.6 billion will be transferred between generations by 2030. Leaving 10% to charity could help meet critical needs in our community for generations to come. That would mean billions invested in the South Sound!
Leave 10 South Sound aims to:
Educate individuals on the vital role of philanthropy in families and estate plans
Serve as a resource on planned giving for nonprofits and professional advisors
Motivate individuals to include charitable organizations in their estate plans
Diversity, Equity, Inclusion, and Accessibility Statement
At the heart of Leave 10’s mission is the belief that all people have the potential to make a difference in their community, not just wealthy individuals. Leave 10 aspires to build an inclusive movement guided by our vision of a more vibrant, just and equitable community for succeeding generations.
Year in Review
Leave 10 South Sound is doing great things in our community while building a strong network of Champions. Reflect on what we’ve accomplished over the past year and what we hope to achieve on the horizon at the link below.
The Following Individuals, Groups, and Partners make Leave 10 possible.
THANK YOU!
Steering Committee
Rick Oldenburg, CAP®, Principal, Legacy Giving Advisor, Oldenburg & Associates, Co-Chair
Evelyn Ryberg, CAP®, Philanthropy Consultant, Co-Chair
Mindie Reule, CAP®, President & CEO, Community Foundation of South Puget Sound
Douglas Page, CAP®, Sr. Legacy Fellow, Greater Tacoma Community Foundation
Sherri Stanton, Director of Development, KBTC Public Television
Ken Ford JD, LLM, Estate Planning
Jeanne Sacks, CPA®, CGMA®, CAP®, Tax Manager, Johnson, Stone & Pagano, P.S.
Gary Brooks, CFP®, CSRIC™, Financial Advisor / Owner, Mission Wealth Management
Dean Carrell, Director, Pierce County Library Foundation
Katy Evans, Deputy Director, Hilltop Artists
Carol Kowalski, CAP®, Vice President, Business Community and Government Relations, Kitsap Bank
Regina Bellody, JD, CAP®, CTFA®, VP, Private Wealth Advisor, U.S. Bank Private Wealth Management
Vicki Brummond, MBA, Marketing and Communications Consultant
Helle Burlingame, Major and Planned Giving Manager, TVW
Sherrana Kildun, Chief Development Officer, Tacoma Pierce County Habitat for Humanity
Kurt Jacobson, Owner, Kurt Jacobson Consulting
Tom Ryan, CEPA®, Stolz & Associates
Tom McLean, CFP®, Founder and Principal at Advitica Financial Planning LLC
Brenda Gasper, Lindquist Dental Clinic for Children
Shelley Buck, Client Service Administrator at FLS Financial Group LLC
Jonathan Lindsay, Major and Individual Giving Manager, TVW Washington’s Public Affairs Network
John Unterreiner, Financial Advisor at Northwestern Mutual
Sue Loiland, CFRE, Senior Gift Planner, Pacific Lutheran University
Kirsten Willis, Director of Development, Sound Outreach
Brad Thomas, Director of Foundation & Community Development, Summit Pacific Medical Center
Bev Cox, CAP®, CFP®, B. Cox Planning
Andrea Grosso, CTFA, Financial Advisor, Edward Jones
Sustaining Partners
We would like to thank the sustaining partners who have invested in the Leave 10 South Sound initiative:
Greater Tacoma Community Foundation
The Community Foundation of South Puget Sound
To learn more about investing in the Leave 10 South Sound initiative, or volunteering for Leave 10 South Sound, please contact our program Administrator at leave10southsound@gmail.com.
Leave 10 South Sound aims to build stronger communities and transform as many people as possible into philanthropists by educating, inspiring, and encouraging individuals to aspire to leave at least 10% of their estates to charity.
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