Name: Envision Technology Advisors
Price range: $

For over 45 years, Greater Worcester Community Foundation has worked with professional advisors to help their clients with their charitable planning.

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 options to give now or give later and our range of funds appeals to donors who seek meaningful and effective ways to support the organizations and purposes they care about.

About Us

Greater Worcester Community Foundation is one of the 30 largest foundations in Massachusetts and one of the 120 largest community foundations in the country. We have about $200 million in assets and manage more than 600 funds entrusted to us by our donors. We grant around $10 million annually to nonprofits whose programs enhance life in Central Massachusetts.

By working with us, you and your clients will gain access to:

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 Us

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, including: