Oldenburg & Associates
I am narrowing focus to provide specialized consulting and contract services to Nonprofits and individuals as Charitable Giving Strategist. With more than 35 years of planned gifts experience, we explore tax-smart ways to assist both the Donor and Nonprofit, working together, to fulfill the Philanthropic goals of both parties. For the past 38 years I have helped lead Development Operations at Nonprofits in the Puget Sound area. These organizations include Bellarmine Prep, Annie Wright Schools, Strategic Development at St. James Cathedral (Seattle), the Pacific Northwest Research Institute (Seattle), and creating the Development Office at Tacoma Goodwill Industries (now Goodwill | Olympics and Rainier Region) I began leading Planned Giving efforts in 1990 at Bellarmine, Co-founding The Tacoma Planned Giving Study Group in 1991 which has become the South Sound Planned Giving Council (SSPGC.) From 2017 thru 2024 I served as Executive Director of SSPGC and spent four years as President prior to that. I started Oldenburg & Associates in 2007, and have consulted with a Health Care leader in Pierce County (17 years), the Tacoma Symphony Orchestra (now Symphony Tacoma), Pierce County Dental Foundation, and others. I am experienced in Annual Fund advanced thought and data mining, database usage and reporting; writing persuasive appeals; Major Gift identification, preparation, and solicitation; and know Planned Giving from a – z. Member: Tacoma Estate Planning Council, South Sound Planned Giving Council, Rotary Club of Tacoma #8, Co-Chair of Leave 10 South Sound Initiative, Tacoma Rotary Foundation Board and Past President. Past Member: Washington Planned Giving Council Board, Northwest Development Officers Association, Bellarmine Preparatory School Strategic Planning (Technology Committee), Evergreen State College Foundation Board (Governance and Fundraising committees)
