For professional advisors
As a professional advisor your clients rely on your expertise and experience to guide their financial decisions. As a trusted advisor, you want to provide them with advice and resources to meet all their goals - including charitable giving.
When giving to charitable organizations donors want to be assured their money is invested wisely and with proper oversight to carry out their wishes.
The Community Foundation of North Central Massachusetts was created to give donors, even those of modest means, a variety of ways to leave a lasting legacy to the community, and maximize tax and estate planning for themselves and loved ones.
We provide the donor and their professional advisors access to a wealth of resources and the oversight of a community-based board of trustees to ensure the donor's charitable goals are fulfilled and live in perpetuity.
The Foundation provides donors with several unique advantages: the ability to leave a lasting local legacy by permanently endowing your gift through one of our general or regional funds, reduced fees and higher potential returns, tax advantages, and the ability to improve the quality of life right here in North Central Massachusetts.
The Foundation is a non-profit organization dedicated to providing donors the ideal solution to permanently endow gifts to meet community needs and improve quality of life.
