Jeffrey Frye

About Jeffrey Frye

I started working in Trust Administration and Private Wealth Management in 1988. I was…

Experience

1. Senior Client Services Advisor

   Pg Calc

   Mar 2003 — Present · Cambridge, MA, US

   I get a kick out of telling people that my job is essentially helping people to give money to charity. The full story is that I work with charitable organizations and their financial institution partners to assist in the creation of tax-efficient gift strategies that provide the most effective combinations of benefits for donors and charities. I also help charities and their partners to provide stewardship of the complex gift arrangements that are designed to provide benefits over extended periods of time. This works draws on my years of experience in private wealth management and trust administration. PG Calc has been providing software and services related to planned giving since 1985 - it\'s a great company with the most amazing group of clients. I feel very grateful to work in this unique area at the confluence of philanthropy and wealth management.

Education

• Harvard University

  Bachelor of Science (B.S.), Economics

  1980 — 1987

Skills

• Nonprofits
• Trust Administration
• Financial Planning
• Public Speaking
• Program Development
• Philanthropy
• Program Management
• Investment Management
• Customer Service
• Nonprofit Organizations
• Community Outreach
• Charities
• Microsoft Excel
• Microsoft Office
• Sales
• Financial Planners
• Volunteer Management
• Fundraising
• Planned Giving
• Tax Planning
• Trusts
• Event Planning
• Marketing