"I value the relationships I have with the TBF team and have repeatedly witnessed the high level of service it has offered to mutual and prospective clients."
Sarah M. Allen, Trustee, Rice, Heard & Bigelow, Inc.
Professional Advisors
Empower your clients to give with purpose.
As a trusted advisor, you’re already guiding your clients through some of their most important financial decisions. Helping them shape their philanthropic vision strengthens that relationship and deepens your value as a strategic partner.
The Boston Foundation is here to support you and your practice every step of the way.
In partnership with you, we work together to design charitable strategies that help your clients give with confidence. We make it simple for clients to create meaningful and lasting impact in the community, through clear guidance, responsive service, and deep knowledge of the region to help advisors and donors pursue thoughtful and effective philanthropy.
In addition to our deep community knowledge and broad network of partners, the Boston Foundation offers you and your clients a robust set of professional and philanthropic resources.
Professional Advisor Toolbox
Resources and Benefits to Advisors
Deepen Client Relationships & Expand Your Offering
- Strengthen trust by guiding clients through meaningful, values-based giving
- Expand conversations beyond wealth to include purpose, impact, and legacy
- Integrate philanthropic strategies seamlessly into financial, estate, and legacy planning
- Stay at the center of the client relationship — you lead, we support
- Continue managing investments for clients’ Donor Advised Funds through Advisor Managed Fund options
Deliver Strategic, Tax-Efficient Giving
- Develop charitable strategies that provide significant tax advantages
- Facilitate complex gifts, including appreciated securities, closely held, and other non-cash assets
- Support long-term charitable intentions with a comprehensive suite of legacy planning tools
- Offer flexible giving options, including anonymous and customized philanthropic solutions
Partner with a Trusted Philanthropic Leader
- Collaborate with one of the nation’s leading community foundations
- Leverage our philanthropic advisory team for research, due diligence, and co-branded client resources
- Access personalized support from our dedicated Donor Services team to tailor charitable plans
- Benefit from the Foundation’s deep community knowledge and network of partners
Access Insights, Learning, and Specialized Expertise
- Participate in workshops and learning opportunities on giving strategy, legacy, and defining philanthropic focus
- Attend special events, seminars, and research briefings on issues shaping Greater Boston and beyond
- Access expertise across our four interconnected impact areas
- Utilize fee-based consulting and program management through The Philanthropic Initiative (TPI)
Interested in learning more? Contact Megan Hathaway Foy, Senior Director, Professional Advisor Relations.
