Whether you are an attorney, estate planner, accountant, or financial advisor, you always have your clients’ best interests at heart. So do we.
Research has shown that clients are not only open to discussing philanthropy with their advisors, they are also hoping you will start the conversation. As your philanthropic resource, we can help your clients understand the many ways they can support the communities they love and achieve their financial and charitable goals.
While some donors may find a private foundation suited to their needs, the alternative of establishing Donor Advised Fund with Foundation for MetroWest often proves more attractive. Many individuals have even converted their private foundation to a Donor Advised Fund. It is a simpler, less expensive alternative to a private foundation.
We are here to help you! We have resources and tools that will assist you in helping your clients achieve their charitable and financial goals.
We offer many different options for your client’s 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.
The PALC, powered by Worthy Circles, provides an opportunity for MetroWest professional advisors to connect with one another and the Foundation in learning ways to incorporate philanthropy in their work.
Looking for more information about the Foundation for MetroWest? Read our FAQs.