The Boston Foundation works closely with Greater Boston’s professional advisors to customize charitable solutions for their clients—in the process combining their client’s vision with our experience in philanthropy and financial management. We will work closely with you to tailor solutions for your clients that meet their charitable giving needs, offer the maximum charitable tax deductions and provide many ways to incorporate charitable giving into their estate plans. Our work is guided by the Professional Advisors Committee, enhanced by a Professional Advisors Network, and informed by a newsletter called The Philanthropic Advisor. And we are the Boston host of the Planned Giving Design Center, which offers professional advisors a host of detailed information about how to work with their clients.
Learn how the Boston Foundation can work with you and your client to make a gift of complex assets.