For Professional Advisors

Professional AdvisorsAdvisors value Greater Worcester Community Foundation as a resource for meeting clients’ philanthropic goals. As your clients rely on your recommendations to make important financial decisions, you can rely on the Foundation for expertise and services to help you fulfill your clients’ charitable desires. 50% of our donors’ 450 funds have originated through the recommendations of advisors with deep ties in our community.

The Foundation as a Resource

We are eager to talk with you about how the Foundation can be a valuable resource to you and your clients. And we encourage you to call when you consider advising your client to establish a fund with the Foundation. Our conversation will help us to fully understand your client’s wishes and fulfill these goals in the best possible way.

Experts in financial planning and wealth management find many advantages to partnering with the Foundation. Our knowledge of our region and its needs helps donors match their passions with causes and organizations that deserve their support. And our variety of giving options and funds appeals to people who seek a meaningful and effective way to enhance their community.

We welcome the opportunity to speak with you. Contact Kelly Stimson, director of donor services and communications

Why donors give through the Foundation:

  • Experience and integrity
  • Tax advantages
  • Impact
  • Ease
  • Efficiency
  • Permanence
  • Accountability

The Professional Advisory Network (PAN)

The Foundation’s Professional Advisors’ Network (PAN), an advisory committee of professional advisors who are committed to capitalizing on the Foundation as a resource to help clients achieve their charitable and financial goals.

To find out more about the PAN Committee, contact Kelly Stimson, director of donor services and communications.

 

 

Joe Stolberg, Chair of the PAN Committee at the Foundation.

“Our region has a significant asset in the Foundation,” says Joe Stolberg, the founding chair of PAN and Managing Partner of Stolberg, Ebbeling & Blanchette, LLP. “When clients put money in the Foundation, our clients and our community are well served.”             

“Our clients believe in us,” concludes Joe. “We believe in the Foundation. Everybody wins.”