Julia Boerth

Relationship Manager
jboerth@pgcalc.com
888-497-4990

Julia supports charities with all aspects of the administration of their planned giving programs. In addition to ensuring accurate and timely gift payments, Julia is responsible for maintaining high quality relationships with her clients, providing technical assistance and consultation to development and finance staff regarding existing and potential charitable gift annuities, charitable remainder trusts, and pooled income funds. In addition to her work in planned giving, Julia has over twenty years of experience serving the public, nonprofit, and philanthropic sectors. She received her Master’s in Public Affairs from the LaFollette School of Public Affairs at the University of Wisconsin-Madison. Julia joined Hemmenway & Reinhardt, a Philadelphia-based planned giving administrative services firm in 2014 and came to PG Calc when we acquired H&R in November 2018. While she now manages the Philadelphia office for PG Calc, she is thrilled to have an excuse to get to the exciting Boston area more often.