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®, 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.

The Joel Cogen Fund

In November 2014, the community lost a dearly-loved husband, father and brother. At 81, Joel Cogen died after having lived a full life as a humanitarian, entrepreneur and lover of the arts. Read More »

Fund Helps Children Dealing with Trauma and Loss

Read how a wife and mother turned her family's loss into a healing program that gives kids life-long coping skills and helps them be better contributing members of society Read More »

Help, Hope and Hair for CT Cancer Patients

Learn how CancerCare brings help and hope to individuals, families, caregivers and the bereaved. Read More »


70 Audubon Street
New Haven, CT 06510


(203) 777-2386

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