For Advisors
About the Foundation
- Assets We Accept Now and Later
- Sample Fund Agreements
- Fee Schedule
- Growing the Good
- 2023 Annual Report
Resources for Professional Advisors
- Opening Doors: A Quarterly Newsletter for Professional Advisors
- Professional Advisors Blog
- Professional Advisors Network Flyer
Fund Types
- Donor Advised Fund
- Benefits and Differences of DAFs
- Agency Fund
- Scholarship Fund
- Designated Fund
- Discretionary and FOI Fund
Bequest Information
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Questions?
Contact Kelly Stimson
Vice President of Philanthropic Services
508-755-0980 ext 112
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Questions?
Contact Jacob Vazquez
Philanthropic Advisor
508-755-0980