Advisors: Solutions for Your Clients

Advisors 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 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.

Questions?

Contact Kelly Stimson
Director of Donor Services
508-755-0980
Send email

We are Your Resource

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 the region, and its needs, helps donors match their passions with causes and organizations that deserve their support. Our variety of giving options and funds appeals to people who seek meaningful and effective ways to enhance their community.

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 purposed defined by the donor.

VIEW OUR Fund Listing.

Why donors give through the Foundation

We offer donors numerous benefits:

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

The Professional Advisor Network (PAN)

The Foundation’s PAN provides an opportunity for professional advisors to connect with one another and the Foundation in learning ways to incorporate philanthropy in their work.

Members include professionals from a variety of disciplines; attorneys, accountants, financial planners and insurance professionals. The group provides opportunities for members to exchange charitable giving ideas, learn trends in philanthropy and establish and grow relationships with other advisors.

Our Professional Advisor Network

  • Jay Z. Aframe, Phillips, Silver, Talman, Aframe and Sinrich, PC
  • Sarah G. Berry, The Berry Group of Wells Fargo Advisors
  • Janet L. Bousquet, Worcester County Fiduciary Advisors Inc.
  • Michael D. Brockelman, Bowditch & Dewey
  • David Brunelle, North Point Investment Partners
  • Joel A. Buthray, O'Hara-Buthray Associates, Inc.
  • Linda T. Cammuso, Estate Preservation Law Offices
  • Peter V. Caruso, The CHK Group of Wells Fargo Advisors
  • Joy C. Child, Alexander, Aronson, Finning & Co., PC
  • Tracy A. Craig, Mirick O'Connell
  • David M. Dimenstein, Feingold Companies
  • George L. Dresser, Dresser & McGourthy, LLP
  • Dennis F. Gorman, Fletcher Tilton
  • J. Michael Grenon, Grimes & Company
  • Patricia L. Jones, P.L. Jones & Associates, P.C., CPAs
  • Barbara A. Kendall, Bowditch & Dewey
  • Michael D. Machnowski, The Berry Group of Wells Fargo Advisors
  • Donald O. Maloney Jr., O'Connor, Maloney & Company, P.C.
  • Charles Manoog, Moynihan Advisors LLC
  • Michael J. Martin, Raymond James and Associates
  • Ann K. Molloy, Mountain, Dearborn & Whiting LLP
  • Neil F. Petersen Jr., Pojani Hurley & Ritter, LLP
  • Marvin S. Silver, Christopher, Hays, Wojcik & Mavricos, LLP
  • Joseph N. Stolberg, Stolberg, Ebbeling & Blanchette, LLP
  • Daniel Tinsley, Tinsley Financial Group, LLC
  • Wayne M. Ushman, Assabet Advisors, LLC
  • Anne E. Wales, Bank of America / U.S. Trust

To find out more about the PAN Committee, contact Kelly Stimson, Director of Donor Services.

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