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Plan

For 25 years, we have partnered with attorneys, CPAs, financial planners, trust officers, insurance agents and other professional advisors 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 $48 million, and we have distributed more than $50 million back to the community in the form of grants and scholarships since inception.

Donors can choose to make a gift now, through establishing a charitable fund. They may also consider a planned gift.

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 komalley@capecodfoundation.org or 508-790-3040.

Create your own fund. Donate to an existing fund. Support the Foundation’s Civic Leadership Initiatives.
Together, we have invested more than $75 million in grants and scholarships in the Cape Cod Community. For good.

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Cape Cod Foundation
508.790.3040
261 Whites Path, Unit 2
South Yarmouth, MA 02664
info@capecodfoundation.org

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