In Partnership With You
As you provide strategic advice and service to your many clients, when appropriate, we ask that you also consider the many ways your clients can gift through Burlington Foundation that will have lasting impact on our community.
We can work in partnership with you to provide the resources to assist you in helping your clients receive the full benefit of their donations while supporting the causes that mean the most to them, today and for tomorrow.
Tools and Resources
The following tools and resources may be helpful to you or your clients:
- How Burlington Foundation Works
- Webinar: AMT Tax Changes
with Megan Tregunno, President & CEO; and Tim Cestnick, Chair, Burlington Foundation Investment Committee
- Ways to Give
- Will Clauses
- Setting up a Fund
- Gifts of Securities Donation Form
- How we invest: Our Investment Committee & Investment Policy Statement
- Burlington Foundation in Amplify Magazine
- Giving Stories
We invite you to reach out at any time to further explore how we can work together to serve your clients.