Community Foundation of Western MassachusettsCommunity Foundation of Western Massachusetts
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Len Jekanowski & Amy Jamrog

Professional Advisor Center

We help professional advisors as they work with their clients to:

  • Create giving plans that achieve their charitable goals.
  • Design legal and administrative structures to achieve those goals.
  • Make charitable giving as tax-efficient as possible.

We recently honored a local advisor with our Distinguished Advisor in Philanthropy Award.

Learn more about:

Donor Advised Funds
Planned Gifts
Designated Funds
Scholarship Funds
Our Staff

Funds for Nonprofits
Using DAFs Instead of or in Partnership with Private Foundations

For additional information, please contact Kristin Leutz, Vice President for Philanthropic Services, to access without charge, the considerable gift planning experience of the Community Foundation's staff.