Professional Advisors
The Cape Cod Foundation Team works with estate planners and other professional advisors to help their clients meet their philanthropic goals. Whether clients would like to make a current gift or a Planned or Legacy Gift, we can provide advice and guidance to help create meaningful and impactful charitable plans. We can meet with advisors and their clients, meet with clients directly, or, if the client requests anonymity, meet solely with the advisors. Learn more about the Foundation through the links below.
To schedule a conversation, contact:
Kristin O’Malley
President and CEO
The Cape Cod Foundation
508.790.3040 Ext. 115
komalley@capecodfoundation.org
Sample Language for a Bequest
I give (the sum of $ or a percentage of my estate) to Cape Cod Foundation, Inc., a not-for-profit, 501(c)(3) public charity to support (give a broad description to respond to an ever-changing-world). Their Federal Tax ID number is 51-0140462.
Planned/Legacy Giving:
The Impact of Planned Gifts
Planned Giving:
Getting Started
The Cape Cod Foundation
Keel Society
Inspiration
Legacy Stories
Partnering with
The Cape Cod Foundation
Cape Cod Foundation
Investments & Financials
Cape Cod Foundation
Our Work & Impact
Helpful Resources
for Donors
Expanding Impact Through
Collective Giving
Restricted and
Unrestricted Giving
Together, we have invested more than $106 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
