Partnering with advisors

For nearly 100 years, the Foundation has worked with professional advisors to help clients with their charitable planning. We will never eclipse your role, but we can enhance it - working entirely in the background, or side-by-side to be sure your client's charitable wishes are fulfilled.

James V. Aukerman, estate planning attorney

'Philanthropy makes people feel good.'

Learn why James V. Aukerman, an estate planning attorney at Orson & Brusini’s Wakefield office, says "Philanthropy makes people feel good" and how he works with the Foundation to help his clients "get a real joy from giving."

Read Jim's story

Enhance your work with charitable clients

Community foundations are a unique, advantageous vehicle for charitable giving. Find the tools you need to offer your clients the best possible options.

Tools & Resources

Professional Advisory Council

Advisors from throughout the state offer incredible insight to the Foundation. We are grateful for their counsel and partnership.

View PAC Members

Connect with our team

Find out more about how we can enhance your work with charitable clients.

Get in touch