For Advisors
Help your clients achieve their charitable goals with a trusted local partner.
For more than 50 years, Greater Worcester Community Foundation has helped individuals, families and organizations give with purpose. When you partner with us, you gain a resource that strengthens your client relationships while simplifying charitable planning.
We work alongside professional advisors to design giving strategies that are tax-smart, flexible and aligned with each client’s values.
Local Expertise
Your clients rely on you for insight. We complement your expertise with deep knowledge of Worcester County and its nonprofits.
We help identify opportunities where your clients’ passions can make the greatest impact, connecting them to organizations and initiatives that align with their goals.
Flexible Solutions
We offer a range of giving options that support both immediate and long-term philanthropy, including:
- Named funds tailored to your client’s priorities
- Strategies for current giving or legacy planning
- Solutions for complex or non-cash assets
This flexibility allows you to meet clients wherever they are in their financial and philanthropic journey.
Benefits for You and Your Clients
By working with us, you can offer:
- Customized giving strategies developed in partnership with experienced philanthropic advisors
- Stronger client relationships through values-based planning and meaningful impact
- Seamless administration including grantmaking support and fund management
- Discretion and flexibility including options for anonymous giving
- Expert handling of complex gifts such as appreciated assets or closely held interests
- Ongoing philanthropic guidance as client goals evolve over time
- Access to local insight and connections that enhance giving decisions
A Trusted Partner in Central Massachusetts
Greater Worcester Community Foundation is one of the largest community foundations in Massachusetts, with approximately $270 million in assets and more than 650 funds.
Each year, we distribute about $10 million to nonprofits working to improve quality of life across Central Massachusetts.
Professional Advisors: Opening Doors to Philanthropy
This brochure outlines different ways we can work with professional advisors to support charitable giving.
Related Resources
Questions?
Contact Kelly Stimson
Vice President of Philanthropic Services
508-755-0980 ext 112
Questions?
Contact Jacob Vazquez
Philanthropic Advisor
508-755-0980