Contact Us   |   Print Page   |   Report Abuse   |   Sign In   |   Join
Online Store: Webinars On-Demand
Main Storefront

[On-Demand] Lessons Learned from Planned Giving Audits

Item Options
Sign in for your pricing!
Price: $75.00
Quantity: *


Original date: 2/10/2017

Members, log-in to receive a reduced rate ($20).


Lessons Learned from Planned Giving Audits

PG Calc regularly conducts audits of planned giving programs to help organizations better understand what they are doing well, what they are doing not-so-well, and what they could do to improve their results. The programs range from modest one-person operations to large organizations with multiple full-time gift planners on staff. This presentation will discuss the issues commonly encountered in program audits and the steps suggested to address them.

Edith Matulka
Senior Consultant, PG Calc

As Senior Consultant at PG Calc, Edith (Edie) Matulka works with charitable organizations across the country, providing assistance on both gift-specific questions and issues relating to operation of their planned giving programs. Edie also helps charities comply with state regulations for issuance of gift annuities and is a contributing author for Charitable Gift Annuities: The Complete Resource Manual. Edie has spoken at American Council on Gift Annuities (ACGA) conferences, local planned giving councils, and to varying groups within charitable organizations (including Boards, staff, and donors). She currently serves on the Board of ACGA. 

A member of the Washington State Bar Association, 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 joined Planned Giving Services, a Seattle-based consulting firm started and led by Frank Minton, in 1997. PG Calc acquired Planned Giving Services in August 2005. In addition to the practice of law, Edie’s background includes work in government, public, and nonprofit settings.

Association Management Software Powered by YourMembership  ::  Legal
This website uses cookies to store information on your computer. Some of these cookies are used for visitor analysis, others are essential to making our site function properly and improve the user experience. By using this site, you consent to the placement of these cookies. Click Accept to consent and dismiss this message or Deny to leave this website. Read our Privacy Statement for more.