A curated set of resources to help advisors plan, structure and implement charitable giving strategies for clients.

Whether you are guiding a current gift or incorporating philanthropy into a long-term estate plan, Greater Worcester Community Foundation provides tools, expertise and local insight to support your work.

Start the Conversation

Use these resources to introduce charitable planning and discuss philanthropic goals with your clients.

• Professional Advisors Brochure
  Overview of how we partner with advisors to support charitable giving
• Opening Doors Newsletter
  Quarterly insights, strategies and updates for professional advisors
• Professional Advisors Blog
  Timely perspectives on tax-efficient giving, planning strategies and local impact
• 2025 Annual Report
  Snapshot of our financial strength and community impact across Central Massachusetts

Design a Giving Strategy

Compare options and identify the right approach for your client’s goals, timeline and financial situation.

• Greater Giving Handbook

  Core publication that outlines the charitable giving options available through the Foundation.

• Charitable Fund Options Guide
  Overview of available fund types and how they support different giving goals
• Support Fees and Investment Options
  Transparent information to help clients understand costs and fund management

Explore Fund Options

Learn more about the charitable vehicles available through the Foundation.

• Donor Advised Fund
  Flexible, tax-efficient giving with ongoing advisory privileges
  • DAF Comparison Chart — key differences and benefits between a DAF at the Foundation vs a commercial gift fund or a private foundation
• Designated Fund
  Provide ongoing support to specific nonprofit organizations
• Field of Interest and Discretionary Funds
  Target causes or community needs 
• Scholarship Fund
  Create educational opportunities and a lasting legacy

Structure Gifts and Assets

Support clients with a wide range of giving strategies, including complex and tax-advantaged gifts.

• Assets We Accept
  Guidance on giving cash, securities and more complex assets during life or through estate plans

• Give Now, Give Later Chart

  Simple charts that outline the types of gifts we accept, now or planned.

• Qualified Charitable Distributions (QCD) Flyer
  Quick reference for IRA-based giving strategies

• Charitable Gift Annuity Brochure

  Help your clients earn an income today while leaving a gift for the future.

Fund Setup and Administration

Access the forms and documentation needed to establish and manage a fund.

• Sample Fund Agreements

  Currently being revamped - please contact us if you need a current version of a fund agreement.

• Statement of Intent
  Document planned gifts and clarify long-term charitable wishes
• Acorn Society Brochure
  Overview of our legacy Acorn Society and how to join

Work With Us

When you partner with Greater Worcester Community Foundation, you gain a resource to help your clients give more strategically and effectively.

Our team is available to:

• Collaborate on charitable planning strategies
• Provide insight into local needs and nonprofit organizations
• Assist with complex gifts and fund structures
• Support your clients with ongoing philanthropic advising

Contact us at donorservices@greaterworcester.org or 508-755-0980. We look forward to supporting you!