Julia Boerth

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 they acquired H&R in November 2018. As of December, 2020, Julia is the Director of the gift administration department.