Professional Advisors

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.

Professional Advisors

  • Professional Advisors Committee

    This committee counsels the Boston Foundation as we establish, develop and maintain strong working relationships with the members of Greater Boston’s advisor community.
  • Professional Advisors Network

    The Boston Foundation’s Professional Advisors Network provides a dynamic place for professional advisors with approximately 10 years experience to connect with others at a similar stage in their careers.
  • Planned Giving Design Center

    The Planned Giving Design Center offers professional advisors a convenient way to stay updated with the most current information on charitable gift and estate planning.
  • Philanthropic Advisor Newsletter

    Our Philanthropic Advisor e-newsletter provides advisors with valuable information about how to help clients with their philanthropy. Each month, it features tips from local and national experts on philanthropic topics, interviews with donors and curated links to articles of interest in the national media.
  • Advisor Insights

    Print-ready PDFs of “Advisor Insights” columns can be downloaded here for use with clients.
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