THE PGC PROFESSIONAL TEAM

Don Bieber
Planned Giving Consultant

Development Experience

• Principal partner in Planned Giving Consultants, LLC. Worked with Hospital Clients in Hawaii, California, Colorado, Texas teaching how to establish and jump-start a PG Program
• Developed the Planned Giving Program for Castle Medical Center (part of Adventist Health System). Responsible for closing over 60 planned gifts with a value in excess of $45,000,000. This was accomplished with a 3 person shop which also does trust administration for all planned gifts. The "Key" is using volunteers and allied professionals.
• Raised funds to purchase and operate 1240 Acre Ranch - one of the most successful youth ranches for delinquent boys in the Pacific Northwest. Still operating.

  Professional Organizations

• NCPG - Charter Board Member for Hawaii Council, President 2 years,
  National NCPG Board Member 3 years 1995-1997, Chaired International Committee 1997
• AHP - Round Table Chair, Hawaii past 3 years
• NSFRE - Aloha Chapter Board Member 8 years, Chaired Legislative Committee, Fund Raiser of the Year 1995

  Speaking Experience

• Teaching experience high school and college level
• AHP Southern California 1998, Marketing of Planned Gifts.
  Regional Conference 1995-1997 Squaw Valley, San Diego - Developing PG Board & Professional Network, PG Techniques & Strategies
• NSFRE Aloha Chapter 1995-1996, PG Track for Philanthropy Day, Basic PG
• NCPG Hawaii Chapter, numerous topics on PG, basics to advanced techniques and strategies
• Pacific Union of Seventh Day Adventists Trust Officers 1997-1998, Marketing to non-church members - how to set up professional network for PG.
• Hawaii Estate Planning Council 1995-1998, How PG fits into Estate Planning, Tax changes that effect charitable gifts.

  Education

• Masters of Arts Degree - Education PPS, Loma Linda University, Loma Linda, California
• College Degree - Major - Secondary Education, Social Science, Physical Education Union College, Nebraska

  Work Experience

• Vice-President - Development: Castle Medical Center
• Founder/Executive Director/CEO - Klamath Lake County Youth Ranch, Inc. Bonanza, Ore
• Administrator/CEO - Washburn Manor Convalescent Hospital, Klamath Falls, Ore
• Instructor - Youth Leadership & Physical Eduction. Loma Linda University, Riverside, CA
• Teacher - Health & Physical Eduction. Hawaiian Mission Academy, Honolulu, HI

  Foundation Board & Staff

  
  
• Glenndale Adventist Medical Center
  
• Porter Medical Center
  
• Avista Medical Center
  
• Centura Health System Board
  
• MetroPlex Medical Center
  
• Loma Linda University Medical Center
  

• Numerous presentations for Insurance agents, Real Estate Brokers, Investment Counselors and Financial Planners - basics of charitable gifts.

William J. Riker
Planned Giving Consultant and Registered Investment Adviser

• Bill is a Principal Partner of Planned Giving Consultants (PGC) and has developed in excess of 23 planned gifts valued at over $25,000,000. He specializes in the structuring of complex real estate gifts for individuals and corporations.
• He is a Registered Investment Adviser and a Branch Manager of Securities America, Inc.
• Bill is a member of the National Association of Securities Dealers and the Securities Investor Protection Corporation.
• He holds a State of Hawaii Realtor's License, a General Agent Insurance License for Life and Disability, and is a SCORE/ACE Advisor for the U.S. Small Business Administration.
• Some of the organizations that Bill has worked with include:
  • Adventist Health Systems in Hawaii & Colorado
  • The Catholic Church
  • The Salvation Army
  • Planned Parenthood Federation of America
  • Child & Family Service, among others.
• After earning a Bachelor degree in Business Administration from the University of San Diego in 1981, he implemented software communication solutions for major financial institutions. He was trained by IDS (American Express Financial Advisers) as a Registered Investment Adviser and went on to establish a private practice that specializes in the development and structuring of charitable gifts. Clients include high net worth individuals, corporations and non-profit organizations.

  Bill's speaking experience includes:

• New America International - Dallas Real Estate Convention, October 1998. Topic - Planned Giving
• AHP - Los Angeles, August 1998. Topic - Planned Giving
• Denver Business Journal Family Business Conference, September 1998. Topic - Planned Giving
• PorterCare Health Systems - Denver, March to November 1998. Numerous, public planned giving seminars.
• Castle Medical Center - Hawaiian Islands, 1994 to 1998. Numerous public planned giving seminars.
• Various, public planned giving seminars at Senior Centers, Real Estate Offices, Churches, etc..

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