Alexandra Breed discusses how she talks with her clients about charitable giving and works with them to meet their goals. Read more.

Alexandra Breed discusses how she talks with her clients about charitable giving and works with them to meet their goals. Read more.

Advise your clients in their charitable giving

We can help you help your clients simplify their giving and amplify its impact. Our philanthropy team works with wealth managers and financial advisors, attorneys and accountants to craft customized, flexible giving strategies for their clients – while maximizing tax benefits and reducing administrative burdens.

We have more than five decades of experience investing in New Hampshire communities. Together, we can put that experience to work for your clients.

Why work with the Foundation


Experts in charitable giving

We offer a wide range of charitable products and services that offer maximum tax benefits to your clients. Our philanthropy team can help you work with the latest tools and ideas on everything from complex gifts to charitable giving through estate planning. And we can help facilitate and provide support for family conversations about charitable giving.

Get the conversation started

Research consistently shows that people want to be asked about charitable giving. We can offer tips for having that conversation, and the knowledge and experience to help craft a customized strategy for your clients.

Deepen your client relationships

Your clients will value the combination of the Foundation’s philanthropy know-how, network of resources and expertise and your own knowledge and expertise. Being able to offer that partnership will help you build a stronger relationship with your clients.

Next-level collaboration

Our individually managed fund option allows donors to have their advisors continue to manage their charitable assets while Foundation staff provides grantmaking support and consultation.

Network for good

Joining the Foundation network means being part of a movement to improve our great state – and being part of a network of advisors who are committed to helping their clients maximize the impact of their charitable giving.


Ways we can work with your clients

Current Giving

Your clients can address critical needs in their communities and make a difference today

Estate Giving

Your clients can plan now for giving that will have enduring impact on their communities or favorite causes

Business Giving

Your clients can do good in the communities where their employees and customers live and work

Dreamers and Doers Work With Us

Sleeves-rolled-up giving experience

Associated Grocers of New England & AG Supermarkets use a donor-advised fund to give back to the communities where they do business

Giving back is in the Weeks family DNA

Like the generations before them, Jack and Pat Weeks have passed on their philanthropic values to their children and grandchildren

Philanthropy in tandem

Sue and Brad Wyman travel the world together, but their philanthropy happens in their backyard

We're here to help

Our philanthropy team will work with you to help your clients

Richard Peck
  • Richard Peck
  • Vice President of Development and Philanthropy Services