Advisors: Solutions for Your Clients

As your clients rely on your recommendations to make important financial decisions, you can depend on the Foundation for expertise and services to fulfill your clients’ charitable desires. A full 50% of our donors’ 500 funds were created on the recommendations of advisors with deep ties to the community.

Kelly Stimson - Photo

Call us today to start a conversation!

Contact Kelly Stimson
Vice President of Donor Services
508-755-0980
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We are Your Resource

Our knowledge of the region, and its needs, will help your clients match their passions with causes and organizations that deserve their support. Our variety of giving options and funds appeals to donors who seek meaningful and effective ways to support the organizations and purposes they care about. View our fund listing. 

Why Donors Give Through the Foundation

Since 1975, generous individuals, families and organizations have used the Foundation to manage their charitable giving through a named fund. The Foundation uses the income from these funds to make grants that support organizations and purposes defined by the donor. We offer donors numerous benefits:

  • A history of experience and integrity
  • Maximum tax advantages
  • Impact
  •  Ease of process
  • Permanence
  • Accountability 


 read more about why donors give 

 

Let's Talk About Planned Giving: 

Q & A with Marvin S. Silver of Christopher, Hays, Wojcik & Mavricos, LLP

 
      Q: How does philanthropy come up in your conversation
with a client?

A:
Clients may bring up their interest in leaving a legacy. If appropriate, I'll ask if a client has thoughts about charitable giving. For example, if I'm advising a widowed individual, a mature couple without heirs, or people who have dedicated their lives to afield such as education, I'm likely to raise the question.
 
   
 
  Q: How might you bring up the Greater Worcester Community Foundation?
A: If a client considers leaving a legacy, the Foundation can be a helpful resource to satisfy this desire. It has a proven and reliable structure for giving, invests funds well and administers grants in perpetuity, so donors fulfill their wishes now and in the future. Some clients want to set up a scholarship to honor or memorialize a loved one. The Foundation offers a wonderful structure to administer the scholarship, including volunteer committees who select recipients - activities that could be a real burden to do on one's own.
 
     

 

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