Customized charitable solutions for professional advisors and their clients. A depth of knowledge about Greater Boston and links to resources across the United States. Special events featuring experts in tax and estate planning. A quarterly newsletter, called The Philanthropic Advisor, which publishes fresh information and creative ideas about maximizing charitable giving and planned and legacy giving. Easy access to the online Planned Giving Design Center.

The Boston Foundation offers all of this and more as a unique and trusted resource for attorneys, financial planners, accountants and other philanthropic advisors. A number of the new funds established at the Boston Foundation are introduced to us by professional advisors who have identified Greater Boston’s community foundation as the ideal ‘partner in philanthropy’ for some of their clients.

We invite you to explore this section of our site to discover the many ways we can serve as a gift planning partner for you and your clients.