Professional Advisor Educational Resources

Custom presentations

The Community Foundation of Western Massachusetts can 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 such a presentation, contact our Development Team.

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.  To arrange such a presentation, contact our Development Team.

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, contact our Development Team.