Greg Mattox

Experience

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  Mattox Law

  Aug 2009 - Sept 2013

  Estate Planning Attorney

  As a joint venture with two other estate planning attorneys, I provided legal counsel to and worked with clients to establish their estate plans. These legal services included drafting revocable living trusts, wills, advance healthcare directives, powers of attorney, trust funding forms, deeds, other real estate transfer documents, and charitable planning. I also assisted with estate planning marketing, including seminars, print and digital marketing, and networking with wealth managers, CPAs, etc. Show less

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  Eisenhower Medical Center

  Sept 2013 - Feb 2019

  Working with dedicated foundation colleagues and professional advisors, I was able to help generous donors gift over $100 million to Eisenhower Health.

  • Sr. Director, Major and Planned Gifts

    Aug 2016 - Feb 2019

  • Director, Major and Planned Gifts

    Jun 2015 - Aug 2016

  • Director, Planned Giving

    Sept 2013 - Jun 2015
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  Scripps Health

  Feb 2019 - May 2020

  Sr. Director, Gift Planning
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  The Salvation Army

  May 2020 - Sept 2022

  Regional Director of Gift Planning
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  PCA Foundation

  Sept 2022 - now

  Sr. Director, Gift Planning & Complex Asset Strategies

  In support of the churches and agencies in the Presbyterian Church in America (PCA) and other charities receiving support from the PCA Foundation, I work with donors to fund the following outright and deferred gifts:• Major, campaign, pledge, and blended gifts• Gifts of appreciated stock and real estate• Charitable gift annuities• Charitable remainder trusts• Charitable bequests and other estate legacies• C corporations, LLCs, partnerships, S corporations, and stock options• Endowment agreements• Foundation, donor-advised fund, and retirement plan giftsA key focus of my work is assisting donors with gifts of business equity to donor-advised funds and charitable remainder trusts. As an attorney, I am also experienced in the evaluation of the tax, income, estate planning, wealth preservation, and charitable benefits of these gift options and familiar with the drafting considerations and execution of traditional estate planning documents, such as the revocable living trust, last will and testament, power of attorney, etc. Show less