Crossroads Community Foundation is a single, trusted vehicle that can help you integrate charitable giving into estate and financial planning and establish donor advised funds named for your clients.

We can facilitate anonymous giving, and assist you with even the most complex gift instruments. We are a local resource you can rely on for charitable giving information.

As your partner in charitable giving we know that we can help you achieve a three-way success: for you, for your clients and for the community.

Experience
During our history of partnering with legal and financial advisors and their clients, we have earned an outstanding reputation for integrity and service.

Maximum tax benefits
As a 501(c)(3) public charitable organization, we will maximize your client’s tax benefits to the full extent allowed, including possible savings on income, estate and capital gains taxes. Every fund created at Crossroads qualifies for the maximum charitable income tax deduction permitted by law.

Knowledge
We offer unrivalled knowledge about the communities of the MetroWest region. In addition, our access to over 600 community foundations nationwide is at your fingertips. Our staff is ready to support you and your client’s charitable giving interests.

Investment
Our highly experienced board members and financial advisors oversee an investment strategy designed to maximize total return within acceptable risk tolerances. Contact Us for more infomation.

Flexibility and simplicity
We offer many charitable giving options, allowing you to work with your clients to -tailor solutions that meet their specific needs, vision and objectives. Funds can be established with one governing document that requires less than an hour to prepare.

Service
Our courteous, knowledgeable and responsive staff is always ready to address your needs promptly and answer questions and concerns — both your own and your client’s.

Cost effectiveness
Our many individual funds keep costs low for fund service, investment and administration.

Recognition or anonymity
Your client may choose to receive public recognition or remain anonymous, as he or she wishes. Your client may name a fund for an individual, family group or special purpose.

Legacy
With Crossroads, your clients can build lasting testaments to their names, their families and the causes they value — from generation to generation.

Effective leadership and accountability
The Crossroads board of directors is composed of knowledgeable community leaders representing diverse segments of the community, and provides overall direction and policy. An annual independent audit ensures fiscal responsibility.