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.
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
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
In addition to the resources listed below, we offer professional advisors these PDFs as part of an "Advisor Toolkit."Planned giving: Watch our webinar
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.