Resources & Services for Professional Advisors

Resources & foundation Services for Professional Advisors

Consultation services

Our professional staff can work with you and your clients to determine the giving plan that best meets their personal, financial and charitable giving goals.

Special seminars

We offer periodic seminars by experts in the areas of tax, estate and charitable gift planning to help you serve your clients. Specially designed for attorneys, financial planners, accountants and other professional advisors, these presentations are a chance to learn more and network with colleagues.

Onsite presentations to firms

We will gladly send Foundation representatives to present to you, your department or firm.

Planned giving services and forms

We are available for confidential consultations to review planned giving options; discuss benefits; provide sample agreements and suggested will language; and handle all the necessary forms and calculations for making a planned gift.

News and resources

We publish an electronic newsletter specifically designed for professional advisors with articles written by national experts and local colleagues. Subscribe to the newsletter and see past articles. You may also wish to visit www.giveGreater.org®, created by The Community Foundation for Greater New Haven in 2010 to help donors find, learn about and give to local nonprofits and the Understanding Our Region section of The Community Foundation's website for information about our local community categorized in eight interest areas.

Anthropology, Architecture and Giving Back

The Nicholas D. Ohly & Sara Huntington Ohly Fund reflects donors' passions and commitment to community. Read More »

Professional Advisor Events

Learn more about information sessions and networking opportunities The Community Foundation offers to professional advisors serving Greater New Haven. Read More »

IRA Charitable Rollover

If you are age 70½ or older, you are eligible to transfer up to $100,000 tax-free from your IRA directly to a qualified charity(ies) and have this amount count against your required minimum distribution. Read More »

Address

70 Audubon Street
New Haven, CT 06510
Directions

Contact

(203) 777-2386
ContactUs@cfgnh.org

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