For 30 years, we have partnered with attorneys, CPA’s, financial planners, trust officers, insurance agents and other professional advisor’s to carry out their clients’ charitable goals.
We offer flexible giving options and will work with you and/or your client to find the right tool to meet their needs without getting in the way of your relationship. The Cape Cod Foundation offers donors experience and integrity, professional management, efficiency, tax advantages, permanence, accountability, and the ability to increase their impact. Our total assets exceed $65 million, and we have distributed more than $70 million back to the community in the form of grants and scholarships since inception.
If you have a client that has named the Cape Cod Foundation in their estate plan, or is considering doing so, please make sure they know about our Keel Society.
If you are interested in more information or would like to set-up a meeting, please contact Kristin O’Malley, Executive Director, at firstname.lastname@example.org or 508-790-3040.