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Bill Zook is a Vice President of PG Calc Incorporated, having joined its predecessor entity, Planned Giving Services, in 1996. His background encompasses not only the practice of law but also significant involvement in the public and nonprofit sectors, dating back over 40 years.
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. 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.
In the more than 15 years Bill has been a planned giving consultant, he 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 the firm’s 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 many articles for Planned Giving Today, and 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 member of the Seattle Estate Planning Council and the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving), and he is a past president of the Washington Planned Giving Council.