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.
Our Professional Advisor Leadership Council (PALC) works closely with the Foundation for MetroWest to advance its mission, while increasing awareness about the needs of the MetroWest community so advisors can better address their clients’ philanthropic goals. Council members include leading professionals from a variety of professions; estate attorneys, accountants, financial planners, wealth advisors, and insurance professionals. View Council Members
Members of the PALC see the promotion of philanthropy as one of the more meaningful aspects of their practice. Four times a year the PALC hosts educational and social events for the broader MetroWest professional advisor community. These events promote philanthropic conversations between advisors and their clients, while building greater awareness of the Foundation’s mission and philanthropic services.
The PALC meets four times a year to plan the professional advisors’ educational and networking series.
Listing as member on Foundation’s website
Access to regular council meetings and networking events with professional advisors and Foundation donor community
Recognition when attending Foundation for MetroWest events throughout the year
Build Opportunity to be recognized among your peers for philanthropic contributions in the region a Stronger Community
Monthly resource email which includes charitable giving information and trends in philanthropy pertinent to this region
Opportunity to present content to the Foundation for MetroWest’s donors through the blog series, webinars, social media and other channels
Our PALC works closely with the Foundation to advance its mission, while increasing awareness about the needs of the MetroWest community so advisors can better address their clients’ philanthropic goals. Council members include individuals from a variety of professions: estate attorneys, accountants, financial planners, wealth advisors, and insurance professionals.
To see a full list of current members, click here.
Annual membership begins in January of each calendar year.
To join the Foundation’s PALC, you must be a professional advisor who lives or works in MetroWest or has a client base in MetroWest.
Annually, members are expected to attend regular meetings and engage in the work of the Foundation. This may include:
Each year, members will meet with Foundation staff to discuss their annual commitment and partnership.
For questions regarding the PALC, please contact Caroline Murphy, Vice President of Advancement and Philanthropic Services.