In addition to our unique network of peers and experts, the Boston Foundation offers you and your clients additional professional and philanthropic benefits and resources including: 

• One-to-one relationships with dedicated Donor Services staff, who partner with you on customizing plans for your donors’ needs and goals;
• Workshops for you or your donors on philanthropic strategy, finding a focus, creating a legacy and more; advisor study groups (e.g., for CAP certification);
• Special events, educational seminars and research presentations providing information and insight into issues affecting Greater Boston and around the world;
• Access to deep knowledge and expertise in our strategic focus areas, and local contacts;
• Ability for donors to give anonymously through a Boston Foundation fund;
• Ability to handle your clients’ non-cash assets as charitable gifts;
• Advisor Managed Funds that allow you to manage the investments of your client’s Donor Advised Fund at the Boston Foundation; and
• Access to fee-based philanthropic consulting and program management services through The Philanthropic Initiative.

Our work is guided by the Professional Advisors Committee and enhanced by a Professional Advisors Network.