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.
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
Your clients can address critical needs in their communities and make a difference today
Your clients can plan now for giving that will have enduring impact on their communities or favorite causes
Dreamers and Doers Work With Us
Associated Grocers of New England & AG Supermarkets use a donor-advised fund to give back to the communities where they do business
Like the generations before them, Jack and Pat Weeks have passed on their philanthropic values to their children and grandchildren
Sue and Brad Wyman travel the world together, but their philanthropy happens in their backyard