Advisors

A black and white photo of a woman smiling. Layered behind the woman is the dark blue TBF arrow.

"I value the relationships I have with the TBF team and have repeatedly witnessed the high level of service it has offered to mutual and prospective clients."

Sarah M. Allen, Trustee, Rice, Heard & Bigelow, Inc.

“The Boston Foundation provides vast resources for advisors and their clients to accomplish their philanthropic goals during lifetime and as part of legacy planning.”

- Scott E. Squillace, Esq., Principal, Squillace & Associates, P.C.

The Boston Foundation works closely with you to tailor solutions for clients to meet their charitable giving goals and offer the most beneficial tax outcomes. We provide many ways to incorporate philanthropy into their estate plans. Acting as thought partners, our team assists seasoned and emerging advisors and donors alike..

In addition to our unique network of peers and experts, the Boston Foundation offers you and your clients additional professional and philanthropic benefits and resources including:

One-to-one relationships with dedicated Donor Services staff, who partner with you on customizing plans for your donors’ needs and goals;
Workshops for you or your donors on philanthropic strategy, finding a focus, creating a legacy and more; advisor study groups (e.g., for CAP certification);
Special events, educational seminars and research presentations providing information and insight into issues affecting Greater Boston and around the world;
Access to deep knowledge and expertise in our four interconnected areas, and local contacts;
Ability for donors to give anonymously through a Boston Foundation fund;
Ability to handle your clients’ non-cash assets as charitable gifts;
Advisor Managed Funds that allow you to manage the investments of your client’s Donor Advised Fund at the Boston Foundation; and
Access to fee-based philanthropic consulting and program management services through The Philanthropic Initiative.