For over a dozen years, we have partnered closely with professional advisors—attorneys, CPAs, financial planners, trust officers and insurance agents—to carry out their clients’ charitable goals.
As a professional advisor, your clients rely on your expertise and experience to guide their financial decisions. As a trusted advisor, you want to provide them with advice and resources to meet all their goals, including charitable giving.
When giving to charitable organizations, donors want to be assured their money is invested wisely and with proper oversight to carry out their wishes.
The Community Foundation of North Central Massachusetts was created to give donors, even those of modest means, a variety of ways to leave a lasting legacy to the community, and maximize tax and estate planning for themselves and loved ones.
The Community Foundation’s staff experts can work closely with you and/or your clients to design a charitable giving plan that will meet your clients' personal, financial and philanthropic goals.
To schedule an appointment to learn more, please contact Linda Mack at 978-345-8383, ext. 321.
The Community Foundation has access to world-class investment expertise. Our highly experienced investment committee and investment managers carefully manage donors’ funds through a comprehensive investment policy.
To learn more about our investment strategy, please contact Linda Mack at 978-345-8383, ext. 321.
The Foundation periodically hosts informative seminars on tax laws and other charitable giving strategies for the professional advisor community.
When Your Client Wants You To Manage Their Charitable Dollars
Certain Community Foundation charitable funds can be managed by independent money managers
The Community Foundation of North Central Massachusetts recognizes that financial planners and investment managers have developed trusted and valued relationships with their clients. When an individual, family, nonprofit or company establishes a substantial fund at the Community Foundation of North Central Massachusetts, there is an opportunity for their investment advisor to continue managing the portfolio.
- Financial Managers and Investment Managers can help their clients achieve their charitable goals—while maintaining the assets in their practice.
- Your client is able to take advantage of the foundation’s grantmaking expertise and software without changing investment advisors.
- It eliminates the need and costly expense of setting up and maintaining a private foundation, which can be a never-ending ordeal.
- Personalized giving. The community foundation helps donors and their advisors structure a charitable fund to satisfy specific charitable goals and tax planning objectives.
- Download a Flyer
To learn more, please contact Linda Mack.
Sample Fund Agreements
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