President
Julie Heggeness, JD, CSPG
Memorial Medical Center Foundation
2801 Atlantic Ave.
Long Beach, CA 90801-1426
562-933-1669,
Fax 933-3652
jheggeness@memorialcare.org

President-Elect and Co-VP of Programs
Cheryl L. Barrett, JD, CSPG
Ferruzzo & Ferruzzo LLP
3737 Birch St. #400
Newport Beach, CA 92660
949-608-6900
Fax 949-608-6994
cbarrett@ferruzzoworthe.com

Past President
Matthew G. Brown
Brown & Streza LLP
8105 Irvine Center Dr., Ste. 700
Irvine, CA 92618
949-453-2900,
Fax 949-453-2916
m.brown@brownandstreza.com

Secretary
Victoria Gray ,CFA,CTFA
Northern Trust
16 Corporate Plaza
Newport Beach, CA 92660
949-717-5507,
Fax 949-717-5590
vag1@ntrs.com

Treasurer
Cheryl J. Schaffer, CPA
Wright Ford Young & Co.
16140 Sand Canyon Ave., Second Floor
Irvine, CA 92618
949-910-2727
Fax 949-910-2728
cheryl@cpa-wfy.com

Co-VP of Programs
Randy C. Kokal
18507 Pueblo Circle
Huntington Beach, CA  92646
714-378-9885
Email: rkokal@uci.edu

Association Office
1442 E. Lincoln Ave., PMB 441
Orange, CA 92865-1934
866-921-6440
Fax 866-921-6443
gjmgmt@yahoo.com
Council Website: www.pgrtoc.org
Gail A. James, Executive Director

National Committee on Planned Giving
233 McCrea St., Ste. 400
Indianapolis, IN 46225
317-269-6274
Fax 317-269-6276
National Website: www.ncpg.org

Margaret Mary Agress
Rosary High School
1340 N. Acacia Ave.
Fullerton, CA 92831
714-879-2097
Fax 714-879-4714
mmagress@rosaryhs.org

Steven Marken, JD, CSPG
Orange County Community Foundation
30 Corporate Park #410
Irvine, CA 92606
(949) 553-4202
Fax (949) 553-4211
smarken@oc-cf.org

Bruce Campbell, JD, CFRE
Equity Investment Results, Inc.
7231 Boulder Ave., Ste.520
Highland, CA 92346
626-403-1040
Fax 909-425-1650
bruce@equityresults.com

Arlin L. Penner, CIMA, ChFC, CLU, CAP
Smith Barney/Citigroup Global Inc.
500 Pointe Dr., Building Ten, Ste. 400
Brea, CA 92821
800-794-7682,
Fax 714-529-4272
arlin.l.penner@smithbarney.com

Doug Corbin, CSPG
Paragon Charitable Services Group, Inc.
4685 MacArthur Blvd., Ste. 421
Newport Beach, CA 92660
949-223-2168
Fax 949-756-1617
dcorbin3@cox.net

Jeri Stathis
CHOC Foundation
455 S. Main St.
Orange, CA 92868
714-532- 8690
Fax 714-532-8680
jstathis@choc.org

Denice A. Douglas, CPA
16168 Beach Blvd., Ste. 215
Huntington Beach, CA 92647
714-842-1270,
Fax 714-842-1376
denicedouglas@verizon.net