Nancy has been involved in planned giving since 1989, when she joined State Street Global Advisors’ Charitable Asset Management Department where she was employed for 26 years. Nancy provided administration and investment management for some of the country’s most prestigious planned giving programs. Her experience and expertise in administration of gift planning brings value-added management to our gift administration clients. In 2000, Nancy joined PG Calc as a Senior Client Services Representative. Nancy’s contributions and leadership have been invaluable to PG Calc’s expansion into gift administration services, a department she led until 2020. After stepping down from the head of this department, Nancy continues as Senior Relationship Manager.. Nancy is a graduate of The New England School of Banking at Williams College.