A full understanding of the possibilities of charitable giving and other specific tax benefits, can help your clients achieve financial, personal or business goals. We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving. This section of our website makes tools and information available to help you ensure that your clients receive the full benefit of their contributions while supporting the charities of their choice.

While many donors use community foundation gifts as an estate planning tool taking advantage of a retirement plan, insurance policy, bequest, revocable trust, or any device that provides funds upon an individual’s death or that of a beneficiary–others combine both immediate and planned gifts. Whichever your clients choose, we’ll help accomplish philanthropic and estate planning objectives in a thoughtful and cost-effective manner. We have an outstanding reputation for integrity and service to donors; we have earned the trust of many professional advisors throughout MetroWest and of the many donors who have come to us through the advice of their financial advisors.

And we’ve developed unique resources for you to use in helping donors craft their charitable giving plans. As your clients think about giving back, they are faced with many complex choices, which is why the services you provide them are so invaluable. The Foundation for MetroWest welcomes the opportunity to work with professional advisors whose clients wish to make a positive and lasting impact on their communities. We provide a simple, powerful, and personal approach to giving.

As one of more than 700 community foundations across the U.S., the Foundation for MetroWest was created to serve the MetroWest area of Massachusetts, encompassing the towns west of Route 128 and east of Route 495. We were established in 1995 and, with more than 13 years of experience in local giving, we are intimately familiar with the needs of our area and where philanthropy will have the most impact.