Contact Us
Several of us at Medical Teams International have responsibility for helping people with matters involving planned gifts. Here is a bit of information about each of us:
Staff
Mary Lee Alder, Planned Giving Officer
Mary Lee Alder has been with Medical Teams International since 2002. During that time, she has helped more than 450 people realize their dream of helping those less fortunate by giving to our general operations or specific projects. She holds a bachelors degree in journalism from Louisiana State University and is a serious Tigers fan. In her free time, she enjoys skiing and golfing and is a closet knitter. She and her husband, Scott, and daughter, Sophia, live in Beaverton, Oregon.
Consultants
Frank Minton, Senior Advisor, PG Calc
In 1991, Frank founded Planned Giving Services, and in 2005 the firm became part of PG Calc. He and his colleagues serve charities and donors throughout the U.S. and Canada. They specialize in starting and operating planned giving and gift annuity programs, gift annuity state certifications, seminars, and assistance with various types of gifts.
Before entering consulting in January 1991, he spent 10 1/2 years with the University of Washington, where he served as Director of Planned Giving and Executive Director of Development. Previously he served as Senior Estate Planning Officer and Field Director at Northwestern University, and was for six years a professor at Muskingum College in Ohio. He received M.A. and Ph.D. degrees from the University of Chicago.
Dr. Minton has served both as conference chair and president of the National Committee on Planned Giving, a nationwide organization of gift planning professionals. In 1992 he received its Distinguished Service Award, and he currently serves on its Ethics Committee. He is Immediate Past Chair of the American Council on Gift Annuities and is an expert on state regulatory issues. He has also received a CASE (Council for the Advancement and Support of Education) Distinguished Service Award, the David Donaldson Distinguished Service Award from the Planned Giving Group of New England, and he was the first recipient of the Outstanding Development Officer Award from the Northwest Development Officers Association.
He is a frequent speaker at seminars and conferences, has authored many booklets and articles on planned giving topics, and is co-author of Planned Giving for Canadians (Second Edition, 1997) and the principal author of Charitable Gift Annuities: The Complete Resource Manual. A number of his presentations have been to Canadian audiences, and in 1997, he received the “Friend of the Canadian Association of Gift Planners” award. He is on the advisory board of
Planned Giving Today, and is a member of the Seattle Estate Planning Council and the Washington Planned Giving Council.
Bill Zook, Vice President and Seattle Office Director, PG Calc 
In 1996, Bill joined Planned Giving Services, which in 2005 became part of PG Calc. His background encompasses not only the practice of law but also significant involvement in the public and nonprofit sectors, dating back over 35 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 a decade 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 PG Calc'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 articles for Planned Giving Today, and he is 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 past President of the Washington Planned Giving Council and a member of the Estate Planning Council of Seattle.
If you would like additional information, please contact us.
Mary Lee Alder
mlalder@medicalteams.org
(503) 624.1210