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.

Professional Advisor Events

Join us in the new year for an educational networking opportunity. Read More »

The Morris and Irmgard Wessel Fund

In honor of his years of service, patients, friends, colleagues, and family launched the Wessel Fund that supports the Wessel prize. Read More »

IRA Charitable Rollover Reinstated in the Last Hour for 2014

If you are age 70½ or older, you are once again 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. This legislation expires December 31st. Read More »

Address

70 Audubon Street
New Haven, CT 06510
Directions

Contact

(203) 777-2386
ContactUs@cfgnh.org

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