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November 19, 2020 Advanced Webinar
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 Export to Your Calendar 11/19/2020
When: November 19, 2020 Advanced Webinar
1:00 PM EST
Where: Zoom Webinar
United States
Presenter: Edith (Edie) Matulka
Contact: PPGGNY

Online registration is available until: 11/18/2020
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Thursday, November 19, 2020 - WEBINAR


PPGGNY will email the login instructions on the Monday prior to the webinar. The webinar will be live and may be recorded. Please do not hesitate to email our office with any questions at


FREE for Members /$25 for Non-Members




Afternoon Webinar (1:00 PM - 2:30 PM)

PPGGNY Webinar: Lessons Learned from Planned Giving Audits

by Edie Matulka


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. Whether your program is small or large, new or long-standing, this presentation will discuss the most commonly encountered issues and steps to address them. This session has been approved for CFRE credits.

About Our Speaker

Edie Matulka



As a consultant, Edith (Edie) 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 is a past board member the 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.




    Cancellation Policy:
    Cancellations and requests for webinar refunds must be submitted in writing and received no later than 5 p.m. (Eastern Time) two business days before the PPGGNY program for which you are registered.

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