Our Board of Directors
A leader is one who knows the way, goes the way, and shows the way.
2026 Officers & Members
Officers
- President: Mindie Reule, CAP®, President & CEO, The Community Foundation of South Puget Sound
- President-Elect: TBD
- Treasurer: Jeanne Sacks, CPA, CGMA, CAP®, Tax Manager, Johnson Stone Pagano
- Secretary: John Unterreiner, CLTC, CAP®, Financial Advisor, Socium Advisors
- Immediate Past President: Beverly Cox, CFP, CAP®, Certified Financial Planner, Beverly Cox Planning
Directors
- Annie Frisbie
- Amy Lewis, JD, Attorney, Eisenhower & Carlson, PLLC
- Brad Harris, CFRE, CAP®, Development Director, Northwest Maritime
- Brad Thomas, Director of Foundation & Community Development, Summit Pacific Medical Center
- Chris Baiocchi, CFRE, MAOL, Founder & CEO, Resolute Philanthropy
- Chrissy Carlson, Individual Gift Planner, South Puget Sound Habitat for Humanity
- Dean Carrell, Foundation Director, Pierce County Library
- Doug Page, Sr. Legacy Advisor, Greater Tacoma Community Foundation
- Jennie Griek, CFRE, CAP®, Gift Planner, Pacific Lutheran University
- Patrick Fletcher, Senior Planner, D.A. Davidson
- Robin Callahan, CFRE, CAP®, President, The Callahan Collaborative
- Sherri Stanton, Director of Development, KBTC PBS
- Steve Saalfeld, Philanthropy Advisor, Greater Tacoma Community Foundation
- Timm Dowling, Director of Development, Metropolitan Development Council
- Wendy Kile, Principal & Sr. Legacy Strategist, Oldenburg & Associates
Emeritus Board Members
- Ed Larson, Planned Giving Expert, Pacific Lutheran University (Retired)
- Mary McNally, CPA, Principal, Johnson, Stone & Pagano (Retired)
- Rick Oldenburg, CAP®, Principal & Sr. Legacy Strategist, Oldenburg & Associates
Executive Director
- Sarah Lerman
Thank you to SSPGC’s Past Presidents
2024-2025 Beverly Cox
2022 – 2023 Doug Page
2021 Bob Pittman
2019 – 2020 Robin Echtle
2017 – 2018 Todd Blodgett
2014 – 2016 Rick Oldenburg
2012 – 2013 Eric Quist
2010 – 2011 Barbara Hammerman
2008 – 2009 Doug Page
2007 Rick Oldenburg
Committees and Volunteer Opportunities
Committee membership is a great way to build your planned giving network, make suggestions, have a voice in the direction of the South Sound Planned Giving Council, and expand your knowledge of the field.
To get involved or if you have questions, contact SSPGC at office@sspgcouncil.org.
Program Committee
The Program Committee selects the topics for our luncheon and brown bag programs. They brainstorm traditional as well as out-of-the-box ideas that will be interesting and important for the members. The virtual or in-person monthly programs are at the core of SSPGC’s educational offerings. The committee meets for an hour each month by zoom.
Membership Committee
The Membership Committee is responsible for the recruitment and retention of members. SSPGC has a unique and important role in the South Sound area and intends to spread the word of joining more broadly. The committee brainstorms creative ways to market SSPGC. We are interested in expanding outreach to more prospects in Thurston, Mason, Kitsap, and the broader Pierce County areas.
Other Volunteer Opportunities
You may also volunteer to assist with other activities, from supporting the South Sound Philanthropy Summit to running the registration table at our formal luncheons when we’re in person again or offering to host one of our Free Brown Bag meetings at your organization.