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

Jason Archambault is leading by example

“If you were me, what would you do?” It’s a question Jason Archambault, CPA, CFP, at Providence-based SK Wealth Management, hears from his clients. He is happy to offer advice and, when the question involves charitable giving, it’s not just what he would do, but what he has done that he shares.

Read Jason'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.

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Connect with our team

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

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