For Advisors
Cost-Free Resource for Charitable Planning
For over 45 years, the Greater Worcester Community Foundation has worked with professional advisors to help their clients with their charitable planning.
An Ego-Free Partner That Enhances Your Practice
The Foundation benefits from the strongest possible relationship between you and your client, so the Foundation never eclipses your role, but rather enhances it. We are a resources for you and can work entirely in the background until and unless you wish us to meet your client. Or, we can attend every meeting with you. Your choice.
Wealth of Resources
You can stay informed through our annual report (view as [Web Page] or [PDF]), monthly e-newsletter, our toolkit, and professional gatherings.
A Leader in the Field
The Foundation is one of the 30 largest foundations in Massachusetts and one of the 120 largest community foundations in the country. Our total assets exceed $160 million, we manage more than 600 funds entrusted to us by our donors, and we grant more than $8 million annually to nonprofits whose programs enhance life in Central Massachusetts.
Professional Advisors Resource Guide

Questions?
Contact Kelly Stimson
Vice President for Donor Services & Relations
508-755-0980

Questions?
Contact Jacob Vazquez
Philanthropy Officer
508-755-0980
Photo credit to Lynne Tonna