Enhance Your Advisory Offering
Our philanthropic tools integrate seamlessly with financial, estate, and legacy planning. Stay at the center of the client relationship — you lead, we support.
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.
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.
Benefits to Advisors
Deepen Your Client Relationships
Strengthen trust by guiding your clients through meaningful, values based giving. Expand your conversations beyond wealth to shaping purpose and legacy.
Deliver Strategic and Tax-Efficient Solutions
Develop giving strategies that provide clients with significant tax advantages. Coordinate complex gifts such as appreciated securities or closely held assets.
Access a Trusted Philanthropic Partner
Work together with one of the nation’s leading community foundations. Rely on TBF’s philanthropic advisory team for research, vetting, and co-branded resources.
Resources
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, including:
- Personalized support from our dedicated and knowledgeable Donor Services team who work closely with you to tailor charitable plans that reflect your clients’ goals.
- Workshops and learning opportunities for advisors and donors on philanthropic strategy, defining a giving focus, creating a legacy and more.
- Special events, educational seminars and research briefings that provide timely insight into issues shaping Greater Boston and communities around the world.
- Access to the Foundation’s deep expertise and community connections across our four interconnected impact areas.
- Options for anonymous giving through a Boston Foundation fund.
- The ability to receive and manage complex or non‑cash assets as charitable gifts.
- Advisor Managed Fund options, allowing you to continue managing investments for your clients with Donor Advised Funds at the Boston Foundation.
- A comprehensive suite of legacy planning tools to support long‑term charitable intentions.
- Access to fee‑based philanthropic consulting and program management services through The Philanthropic Initiative (TPI).
Professional Advisor Toolbox
Professional Advisor Cheat Sheet
Advisor Managed Funds one-pager
Non-Cash Assets one-pager
Complex Assets Chart
Planned Giving one-pager
DAF one-pager
Overall TBF one-pager
“The Boston Foundation provides vast resources for advisors and their clients to accomplish their philanthropic goals during lifetime and as part of legacy planning.”
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..
Advisor Managed Funds
Through our Advisor Managed Fund (AMF) program, you can now provide your clients with all of the benefits of a Boston Foundation fund while you continue to manage their charitable assets.
Learn more: Advisor Managed Funds
The Power of Non-Cash Gifts
Giving non-cash assets is a smart way to maximize your clients’ philanthropy. The Boston Foundation is an expert in accepting these gifts easily and quickly.
Learn more: The power of non-cash gifts
Toolkit for Professional Advisors
In addition to the resources listed below, we offer professional advisors these PDFs as part of an "Advisor Toolkit."
Planned giving: Watch our webinar
Planned and Legacy Giving
A philanthropic legacy is about lasting impact, and charitable giving can be a powerful element in estate planning with many possible vehicles for ensuring this legacy. The Boston Foundation offers donors a wide array of flexible options to craft a legacy gift that supports their interests and values.
Interested in learning more? Contact Megan Hathaway Foy.
“The Boston Foundation provides vast resources for advisors and their clients to accomplish their philanthropic goals during lifetime and as part of legacy planning.” Scott E. Squillace, Esq., Principal, Squillace & Associates, P.C.
