For Advisors
We Offer Many Philanthropic Resources:
Our knowledge of the region, and its needs, will help your clients match their passions with causes and organizations that deserve their support. Our variety of giving options and funds appeals to donors who seek meaningful and effective ways to support the organizations and purposes they care about.
- Dedicated, expert professional staff members who partner with you and your clients to create customized giving plans
- Deep local knowledge of the challenges and opportunities facing residents of the Worcester County
- Flexible giving options that help donors give today or after their lifetimes
- Discretion—so donors can give anonymously if they choose
- Experience and skill in handling uncommon, non-cash or complex assets as charitable gifts
- Investment management of your client’s charitable fund at the Foundation
- Personal and ongoing philanthropic advising, helping donors adjust their giving strategy over time.
- Grantmaking assistance to connect donors with local giving opportunities
- Educational seminars and events where you and your clients can learn from experts, peers, and nonprofit leaders about the latest and wisest charitable giving strategies
Why Donors Give Through the Foundation
Since 1975, generous individuals, families and organizations have used the Foundation to manage their charitable giving through a named fund. The Foundation uses the income from these funds to make grants that support organizations and purposes defined by the donor. We offer donors numerous benefits:
- A history of experience and integrity
- Maximum tax advantages
- Impact
- Ease of process
- Permanence
- Accountability

Questions?
Contact Kelly Stimson
Vice President for Donor Services & Relations
508-755-0980
Photo credit to Lynne Tonna