For Advisors
Resources for Professional Advisors
- Opening Doors: A Quarterly Newsletter for Professional Advisors
- Professional Advisors Blog
- Professional Advisors Network Flyer [PDF]
- Sample Fund Agreement [PDF]
- Fee Schedule [PDF]
- Growing the Good [PDF]
- 2022 Annual Report [PDF]
Fund Types
- Donor Advised Fund Flyer [PDF]
- Comparing DAFs to Private Foundations [PDF]
- Agency Fund Flyer [PDF]
- Scholarship Fund Flyer [PDF]
- Designated Fund Flyer [PDF]
- Discretionary and FOI Fund Flyer [PDF]
Bequest Information
Questions?
Contact Kelly Stimson
Vice President for Donor Services & Relations
508-755-0980 ext 112
Questions?
Contact Jacob Vazquez
Philanthropy Officer
508-755-0980