Jeff Lydenberg — Vice President, Consulting
Jeff is a planned giving consultant to non-profits large and small in a variety of industries. In that role he has advised planned giving programs on staffing and development of policies and procedures, trained boards and planned giving staff on planned gift design, created planned giving marketing plans, and designed marketing materials for planned giving programs.
Jeff has also played a critical role in supporting the PG Calc’s clients in their use of Planned Giving Manager and GiftWrap. He is the lead trainer on use of Planned Giving Manager gift proposal software.
Prior to entering the field of planned giving, Jeff practiced law for 6 years with the Cleveland-based law firm of Thompson, Hine and Flory in its Cincinnati office.
Jeff's planned giving career began at The Cleveland Clinic Foundation in 1995 where he was the Assistant Director of Planned Giving for five years. He also worked in a similar capacity at the Cleveland Foundation. Jeff has a BA in American Studies from Kent State University and a JD from Case Western Reserve School of Law.
Jeff is a frequent speaker at local, regional and national planned giving groups. He has presented to national organizations like the Partnership for Philanthropic Planning and planned giving councils around the country on gift annuities, bequests programs, estate planning for gift planners, creative uses of planned gifts and a wide variety of other estate planning and gift planning topics. He is the former programming chair for the Planned Giving Group of New England. He is currently a member of the Greater Cincinnati Planned Giving Council and a member of the Board of the Partnership for Philanthropic Planning. He is Chair-Elect of the Partnership for Philanthropic Planning. He is a featured speaker on PG Calc’s nationally broadcasted Webinar gift planning seminars.
Bill Zook — Vice President, Director of Seattle Office
Prior to becoming a consultant, Bill practiced estate planning law, and he has considerable experience in the nonjudicial resolution of disputes, primarily through mediation and arbitration. His background encompasses not only the practice of law but also significant involvement in the public and nonprofit sectors.
Bill has helped to establish dozens of charitable remainder trusts, along with charitable gift annuities, charitable bequests, and other gift arrangements. In addition, he has counseled clients — a diverse group of charities, including some of the nation’s most widely recognized institutions — regarding the operation of their planned giving programs.
Bill frequently speaks on charitable estate planning and related topics. He has also contributed articles for Planned Giving Today, and for several years he was on the National Board of Gift-Planning Consultants for its sister publication, Planned Giving Mentor. Moreover, he is the principal author of portions of Charitable Gift Annuities: The Complete Resource Manual. Bill is a past President of the Washington Planned Giving Council and a member of the Estate Planning Council of Seattle.
A member of the Washington State Bar Association, Bill is a 1985 graduate of the University of Washington School of Law. He earned his B.A. in Religious Studies from the University of Virginia in 1979.
Bill joined Planned Giving Services, a Seattle-based consulting firm started and led by Frank Minton that built an exceptional national reputation, in 1996. PG Calc acquired Planned Giving Services in August, 2005.
Edith Matulka — Senior Consultant
Edith (Edie) has primary responsibility for assisting charities in complying with state regulations for issuance of gift annuities. She is the primary author of certain chapters of Charitable Gift Annuities: The Complete Resource Manual and also worked on the development of our gift annuity agreement forms, which are integrated in PG Calc’s software. In addition to the practice of law, Edie’s background includes work in government, public, and nonprofit settings.
A member of the Washington and Oregon State Bar Associations, Edie graduated from Northwestern School of Law at Lewis and Clark College in Portland, Oregon and earned a B.A. in Political Science from the University of Washington.
Edie is a prominent speaker on gift annuities and state regulation, having spoken at the Washington Planned Giving Council and American Council on Gift Annuities conferences. She currently serves on the State Regulations Committee of the ACGA and has been named co-chair of the 30th Conference on Gift Annuities in 2012.
Edie joined Planned Giving Services, a Seattle-based consulting firm started and led by Frank Minton that built an exceptional national reputation, in 1997. PG Calc acquired Planned Giving Services in August, 2005.
Alison O'Carroll — Senior Consultant
Alison O’Carroll joined PG Calc Incorporated in 2006. In addition to the practice of law, her background includes work in private business, government, and nonprofit settings.
A member of the Washington State Bar Association, Alison is a 1989 graduate of the Emory University School of Law in Atlanta, Georgia. At the same time, she obtained a Masters in Business Administration at the Emory University Goizueta Business School. Alison earned her B.A. in Economics from the Claremont McKenna College in Claremont, California (formerly known as Claremont Men’s College).
After practicing commercial real estate law at a large law firm in Atlanta, Alison made the transition to the nonprofit sector. She joined CARE, Inc., in 1993 as a Planned Giving Officer. Over the course of several years, Alison managed a portfolio of planned giving donors and prospects, closing many complex gifts including charitable remainder trusts and other life-income plans. In addition, Alison was responsible for creating the CARE recognition society for planned giving donors and oversaw centralized functions of the Planned Giving Office such as planning, marketing, and financial relations.
Most recently, Alison served as the Director of Development at the University of Washington School of Public Health and Community Medicine. In that role she broadened her expertise in all areas of development as well as continued her planned giving work.
Ann McPherson — Marketing Consultant
Ann joined PG Calc as Vice President of Business and Strategic Development. In this role, Ann focused on establishing strategic partnerships, providing guidance to corporate strategy exploration, and identifying and pursuing new business opportunities.
Ann’s decision to move into a Marketing Consultant role was initiated by her own extensive background and the industry’s need for strong marketing experience and expertise. Armed with a considerable background in Internet marketing, business development, and brand management, Ann’s contribution to marketing strategy and tactical implementation to clients is invaluable. She has held senior management positions in the Internet divisions of Inc. Magazine, Hill Holiday Advertising, and Lotus Development Corporation.
Ann graduated with a degree in Business Administration from Salem State University and obtained her MBA at Simmons.
Julie Goldenberg Hay — Associate Consultant
Julie joined PG Calc in 2008. She graduated from the University of Puget Sound in 2002 with a B.A. in International Political Economy. Julie then went on to complete her Master of Public Administration with an emphasis in International Public Service and Development (IPSD) from Rutgers University.
During her second and third years of the IPSD program Julie served as a Peace Corps volunteer in Honduras, where she worked with local groups in areas of community health, education, and youth development. Upon completion of her Peace Corps service, Julie was invited to work as a Peace Corps Response volunteer with small communities in El Salvador devastated by the aftermath of Hurricane Stan and the untimely eruption of Volcano Ilamatepec. Most recently, Julie worked as the Director of Development for the Alison Bixby Stone School, a high-quality bilingual institution located in Honduras.
Kathleen Goodfellow — Office Manager
Kathleen has over 11 years of executive assistant experience in non-profits. In her previous work she was responsible for planning and executing a yearly pledge program which raised over $1.8 million annually, internal communications and newsletter production, research, corporate and board of trustee reports, records and minutes, and much more.
Kathleen graduated from the University of Washington in 1988 with a B.A. in Drama and a diverse range of other classes under her belt.
Kathleen joined Planned Giving Services, a Seattle-based planned giving consulting firm started and led by Frank Minton, in 2005. PG Calc acquired Planned Giving Services in August, 2005.
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