The Boston Foundation works closely with you to tailor solutions for clients to meet their charitable giving goals and offer the most beneficial tax outcomes. We provide many ways to incorporate philanthropy into their estate plans. Acting as thought partners, our team assists seasoned and emerging advisors and donors alike.
In addition to the resources listed below, we offer professional advisors these PDFs as part of an "Advisor Toolkit."Learn more about how we work with professional advisors
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:
Our work is guided by the Professional Advisors Committee and enhanced by a Professional Advisors Network; we are also the Boston host of the Planned Giving Design Center, which offers professional advisors detailed information about working with clients on philanthropy.