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.

Our Community of Philanthropists

Join the many people who have been inspired to give generously to the causes and organizations that inspire them. Read their stories below:

Taking Care of the Valley: A Strong Tradition

The Valley Gives Back™ website offers informative tools for a community-wide planned giving initiative. Read More »

Nurse Gives Hope to Lyme Disease Sufferers

Established in 2014, the Elizabeth White Fund for Lyme makes unconventional treatment possible. Read More »

Scholarships Awarded From Milton Fisher Fund

Nearly $130,000 distributed as seven four-year scholarships; an additional $3,500 distributed as seven honorable mention scholarships. Read More »

How can we help?

Dotty Weston-Murphy

Interim Sr. Vice President, Development and Donor Services 203-777-7081 Email Dotty

Address

70 Audubon Street
New Haven, CT 06510
Directions

Contact

203-777-2386
ContactUs@cfgnh.org

Sign Up for E-news

Connect