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.
(Educational and Social Events)
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 with MetroWest representation.
Members are encouraged to:
For questions regarding the PALC, please contact Marisa Lutz, Development Manager.