Why Partner With Us?

Whether you are an estate attorney, financial planner, wealth advisor, insurance or tax professional we can partner with you to help your clients understand the many ways they can support their communities and achieve their charitable goals.

Tutor wearing a red sweater teaching an older student

Why Partner With Us?

Research has shown that clients are not only open to discussing philanthropy with their advisors, they are also hoping you will start the conversation. Learn more about how we can partner with you to address your clients’ charitable giving objectives.

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Donor-Advised Fund vs. Community Foundation

Many individuals have converted their private foundation to a Donor-Advised Fund. It is a simpler, less expensive alternative to a private foundation. Establishing a Donor-Advised Fund with Foundation for MetroWest often proves more attractive.

Ways to Give

We offer many different options for your clients’ giving, and we work with you to tailor strategies to their situation, offering tools for immediate giving and planned giving, each designed to maximize your clients’ dreams and goals.

Professional Advisor Leadership Council

The PALC provides an opportunity for MetroWest professional advisors to connect with one another and the Foundation to gain a greater understanding of the needs of the MetroWest community, so they can better address their clients’ philanthropic goals.

Distinguished Advisor Society

The Distinguished Advisor Society recognizes and celebrates professional advisors who are committed to encouraging and inspiring charitable giving with their clients, and who play an active role in advancing philanthropy in MetroWest through partnership with the region’s community foundation.

Additional Information for Advisors

Commonly asked questions and information for professional advisors about how and why to include the Foundation in your clients’ charitable giving plans.