2 people in suits shaking hands, group of people in background.

About the Professional Advisor Leadership Council

The PALC provides an opportunity for MetroWest professional advisors to connect with one another and the Foundation to gain a greater understanding of the needs of the MetroWest community, so they can better address their clients’ philanthropic goals.

Professional advisors play a critical role in the future of philanthropy in our region.

Our Professional Advisor Leadership Council (PALC) works closely with the Foundation for MetroWest to advance its mission, while increasing awareness about the needs of the MetroWest community so advisors can better address their clients’ philanthropic goals. Council members include leading professionals from a variety of professions; estate attorneys, accountants, financial planners, wealth advisors, and insurance professionals. View Council Members

Members of the PALC see the promotion of philanthropy as one of the more meaningful aspects of their practice. Four times a year the PALC hosts educational and social events for the broader MetroWest professional advisor community. These events promote philanthropic conversations between advisors and their clients, while building greater awareness of the Foundation’s mission and philanthropic services. 

The PALC meets four times a year to plan the professional advisors’ educational and networking series.

Schedule of Council Meetings

(Working Meetings)

  • Thursday, February 9 @ 8:30 AM
  • Thursday, May 4 @ 8:30 AM
  • Thursday, July 13 @ 8:30 AM
  • Thursday, October 19 @ 8:30 AM

Professional Advisor Events

(Educational and Social Events)

  • Thursday, March 30 @ 4:30 PM
  • Thursday, April 27: Spring Inspiration Breakfast*
  • Thursday, June 22 @ 8:30 AM
  • Thursday, August 24 @ 4:30 PM
  • Thursday, September 27: Community Leadership Reception*
  • Friday, October 27: ONEmetrowest Day
    Thursday, November 30 @ 8:30 AM
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Benefits of Joining the PALC

Listing on the Foundation’s website and in the Foundation’s annual report as a PALC Member

Access to four council meetings and four networking events per year

Recognition when attending Foundation for MetroWest events throughout the year

Build Opportunity to be recognized among your peers for philanthropic contributions in the region a Stronger Community

Monthly resource email which includes charitable giving information and trends in philanthropy pertinent to this region

Opportunity to present content to the Foundation for MetroWest’s donors through the blog series, webinars, social media and other channels

Join the PALC

Annual membership begins in January of each calendar year.

To join the Foundation’s PALC you must be a professional advisor who lives or works in MetroWest or has a client base with MetroWest representation.

Members are encouraged to:

  • Attend at least 75% of the meetings
  • Make an annual contribution to the Foundation for MetroWest through the ONEmetrowest Fund (average gift size ranges from $500 – $1,000)
  • Sponsor one of our events (average sponsorship size is $2,500)
  • Or support one of our many other initiatives or projects that are meaningful to you. 

For questions regarding the PALC, please contact Marisa Lutz, Development Manager.