Professional Advisor Educational Resources

Vice President for Philanthropic Services Ellen Leuchs is here to help!

Individual Consultations
The staff of the Community Foundation of Western Massachusetts is familiar with a wide range of issues and considerations concerning charitable giving and nonprofits. These include tax planning and consequences, the long-term practical aspects of the execution of charitable intentions, and the shape and needs of the charitable sector of the region. Community Foundation staff are available to professional advisors for individual consultations, or informal conversations, all without charge or obligation. To arrange a consultation, please contact us.

Technical Presentations
The Community Foundation of Western Massachusetts organizes workshops and other presentations on the most technical aspects of the laws of charitable giving and nonprofits. The staff can also arrange special presentations for groups of professional advisors (e.g. law, accounting and financial services firms; professional societies) on topics specially tailored to their interests. To arrange a presentation, please contact us.

Custom Gift Illustrations
The staff can provide custom charitable gift illustrations for you or your client, free of charge. Illustrations calculate the tax benefits and other details for charitable gift annuities and CRTs.

Planned Giving Design Center
The Planned Giving Design Center is an extensive website of information on charitable gift planning.