Planned Giving Resources

Boston Planned Giving Council
The Boston Estate Planning Council is a multi-disciplinary professional association organized to provide educational programs and networking opportunities for estate planning professionals in the community. Established in 1930, the Council’s membership is comprised of attorneys, accountants, bank trust officers, life insurance representatives and financial advisors. The Boston Estate Planning Council is the oldest and one of the largest associations of its kind in the country, with more than 600 current members.

Association of Small Foundations
The United States is home to 60,000 smaller foundations, those led entirely by volunteer boards or operated by just a few staff. These foundations account for half of the country's total foundation grant dollars, providing essential financial support in thousands of communities across the country. ASF was founded ten years ago, and rapidly has grown to become the most popular membership association of philanthropists in the country. Here, members find common-sense advice that leads to greater enjoyment and success in their philanthropic activities. As a member, you'll have access to staff and experts who can answer your questions, a substantial collection of written materials, and, when you need them, a group of peers with whom to share ideas on grantmaking, building a board, managing investments, and much more.

Visit the Council's site for information on a range of foundation information. A great resource for all!
The Foundation Center's mission is to strengthen the nonprofit sector by advancing knowledge about U.S. philanthropy.
The mission of the National Center for Family Philanthropy is to promote philanthropic values, vision, and excellence across generations of donors and donor families. Our understanding and experience with the very personal act of giving ensure that these donors and their advisors have access to the highest quality information and the encouragement needed to: Articulate, pursue, and achieve their charitable missions; Understand and meet their governance and management needs; and Have a significant positive impact on the lives and work of those they support
The Forum of Regional Associations of Grantmakers is a national network of local leaders and organizations across the United States that support effective charitable giving. The Forum¿s network focuses on the philanthropy of the city, state, and multi-state areas of the U.S. and encompasses 31 regional associations of grantmakers. These regional associations collectively represent more than 4,000 grantmakers and others interested in philanthropy.
Founded in 1969, Associated Grant Makers, Inc. is the only regional association of grant makers, both foundations and corporations with giving programs, serving in, or making grants in Massachusetts and New Hampshire. We are a leadership organization for philanthropy with more than three decades of service to the philanthropic community. AGM's mission is to support the practice and expansion of effective philanthropic giving. AGM's members are among the most highly skilled and best informed philanthropists in the country. They represent many distinct values, styles and personalities and address a wide variety of issues. Yet despite their inherent differences, they are bound together by a common purpose: to shape a better future for the residents of our region
Guided by a diverse and cross-sectoral Leadership Group, the Boston Indicators Project offers new ways to understand Boston and its neighborhoods in a regional context. It aims to democratize access to information, foster civic discourse, and track measures of progress and shared goals in ten sectors. The Boston Foundation coordinates the Boston Indicators Project in partnership with the City of Boston/Boston Redevelopment Authority and the Metropolitan Area Planning Council. The project relies on the expertise of hundreds of stakeholders, gathered in multiple convenings, to frame its conclusions. It also draws data from the wealth of high quality information and research generated by the region's many academic institutions, public agencies, civic institutions, think tanks and community-based organizations. The Boston Foundation will release a biennial report with regular supplemental updates and outreach through the year 2030, Boston's 400th anniversary.


The Boston Foundation
75 Arlington Street 10th Floor
Boston, MA 02116
United States
Phone: 1 617-338-1700
Fax: 1 617-338-1605



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