Professional Advisors

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.

We are here to help you serve your clients better. We can assist with philanthropic planning, adding value to your practice and your client relationships. Professional advisors are our valued partners in the charitable planning and giving process.

Is the Community Foundation for MetroWest a good fit for your client?

Community Foundation for Metrowest is a good fit if your client…

Wants to give back to their community, especially in MetroWest

Needs guidance on how to have the most impact with their charitable giving

Experiences a life event such as the sale of a business or an inheritance

Would like to remain anonymous in their charitable giving

Has specific charitable goals or interests

Plans to involve children and family members in giving

Is developing a corporate giving program

Is considering establishing a private foundation

Wishes to include a charity in an estate plan

Advantages of Partnering With Us

To draft a plan that’s tailored to your client’s needs, consult with us or invite us to join a meeting with your client contact Marisa Lutz, Development Manager.

In-depth knowledge about: the needs of the MetroWest region, specific nonprofit organizations that can effectively meet those needs, and where your clients’ charitable contributions can have the greatest impact

Variety of resources for you in advising your clients on how to achieve their financial, personal, and philanthropic goals and respect for your role as their advisor

Personalized service tailored to each client’s philanthropic interests and goals

Strategies for discussing charitable giving with your client

Ability to accept a wide range of assets and work with your clients to facilitate even the most complex gifts

Maximum tax benefits allowed by state and federal law

Easy, flexible (tax-free and bureaucracy-free) solutions for your clients’ charitable gifts.

Variety of philanthropic funds to meet your clients’ unique financial and charitable goals

Fund agreements and estate planning language that is easily adaptable

Investment Committee

Our Community

Frequently Asked Questions

Name: Community Foundation for MetroWest

Tax I.D. Number: 04-3266789

Incorporated in: 1995

Community Foundation for MetroWest is a nonprofit organization dedicated to improving the quality of life in MetroWest. We serve as a resource, leader, and catalyst for philanthropy by connecting donors with nonprofits, and nonprofits with each other, across the region. Our expertise is valuable not only for those who know where they want to give–but also for those who may not have the time or tools to identify pressing local needs that address personal giving goals. The Foundation manages philanthropic initiatives for donors and nonprofits while reducing administrative challenges and providing greater tax advantages. We help ensure that gifts are targeted where they will do the most good, both now and in the future.

The Foundation for MetroWest offers many types of funds to help your client accomplish their charitable goals.

It’s easy to establish a fund at the Community Foundation for MetroWest. Your clients simply decide which type of fund best meets their interests and needs, determine their charitable priorities, select a name for the fund, and make a contribution.

The Community Foundation for MetroWest offers more charitable funds than commercial funds, including permanent endowments that honor a family’s legacy. In addition, we offer personal assistance and expertise in local issues and nonprofits that commercial gift funds cannot match. Our expertise is valuable not only for those who know where they want to give, but also for those who may not have the time or tools to identify the pressing local needs and which nonprofit organizations best meet those needs. Of course, grants from donor-advised funds can be made beyond MetroWest to any qualified public charities anywhere in the country or around the world. The Community Foundation for MetroWest also provides leadership, networking, and social opportunities.

Funds may be established with many different types of assets. Our staff is experienced at evaluating unusual assets for charitable purposes.

There are many practical reasons why establishing a charitable fund at the Community Foundation for MetroWest might be better than creating a private foundation. Opening a fund at the Foundation is simpler and more cost-effective than establishing a private foundation. The Foundation can help your clients establish their own Donor Advised Funds quickly and efficiently with a minimum gift of $10,000. Comparing the two options may provide useful information.

Yes, we’re the best choice. The Community Foundation for MetroWest plays a crucial role in attracting and retaining charitable dollars in the region to create strong, vibrant communities, now and for the future. We are committed to preserving the region’s remarkable legacy of giving. When your clients leave the Community Foundation for MetroWest in their wills, they can establish funds in their names that will make grants to the causes and organizations they care about. Your client’s legacy gifts may establish endowed funds or add to existing funds. A legacy gift supports in perpetuity the causes, organizations, and communities that are most important to your client. If your clients would like to be acknowledged, the Foundation will welcome them to the MetroWest Legacy Society. Learn more about our planned giving program.

Absolutely! We would be happy to meet you. Please contact Mary Crowley, Director of Operations or call us at 508-647-2260 to make arrangements.