Career Opportunities
Is the Planned Giving Division of
PG Calc is the Planned Giving Division of Foundation Source, the leading provider of enterprise-caliber and technology-led charitable giving solutions. Together we offer a range of purpose-built, cloud-based platforms and philanthropic services that facilitate all stages of giving for donors, nonprofits, professional advisors, and financial institutions. Today we collectively support more than 4,000 charitable organizations, administer more than $22 billion in foundation assets, and facilitate more than 120,000 grants and planned gifts annually. Learn more.
The same team of planned giving experts you’ve relied on for nearly 40 years is here as we always have been, ready to help you make the most of your planned giving program and answer your planned giving questions. You can continue to use the same phone numbers, email addresses, and logins you’ve always used.
Client Services Advisor
DEPARTMENT: Client Services
REPORTS TO: Associate Director of Client Services
PG Calc is the planned giving division of Foundation Source, a leader in philanthropy technology and administrative services. PG Calc specializes in planned giving that develops, sells, and supports software, offers marketing services and consulting, and provides planned gift administration for charitable organizations nationwide. PG Calc’s Client Services is the foundation for our excellent reputation in the important world of charitable gift planning. We are seeking an enthusiastic, service-oriented individual to join our staff in the Cambridge office.
The Client Services Advisor is part of the Client Services Department, which is responsible for ensuring that PG Calc clients receive outstanding support.
Principal responsibilities include:
- Providing client support on the use of PG Calc software and planned giving concepts
- Assisting clients with crafting gift plans for specific donor situations
- Delivering calculation services
- Conducting training classes and orientations in the classroom and online
- Writing and coordinating communications to clients
- Participating in cross-departmental projects
Ideal candidates must have at minimum an understanding of planned giving fundamentals and the desire to build upon that foundation; a facility for teaching gift concepts, basic or complex; excellent communication and computer skills; an aptitude for mathematics; and the ability to concentrate on details and follow through on all assignments. They should have the ability to work independently as well as participate as a member of a team. Competitive candidates will have a minimum of a Bachelor’s degree and experience in advancement, planned giving, or related fields. Familiarity with PG Calc’s software is a plus. Occasional travel is required.
PG Calc is conveniently located in Harvard Square near the T and bus stations. We offer competitive salary, health, dental, and vacation benefits. This is a hybrid role, with two days in the office. If you are organized, efficient, and enjoy working with a high-achieving group, we would like to talk with you about becoming a part of our team.
Please submit a cover letter, salary requirements, and resume in confidence here.
Jay Pacitti
Associate Director, Client Services
PG Calc Incorporated
129 Mount Auburn Street
Cambridge, MA 02138
