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.

Providing Shelter from the Storms of Abuse

BHcare, a state-licensed nonprofit, offers individuals and families hope, dignity and respect as they battle mental illness, domestic violence and substance abuse. Read More »

Music Inspiring Youth Fund

Gifts to the Music Inspiring Youth Fund are used to create music education and programming for underprivileged youth in New Haven Read More »

Scholarship Fund Aims at Improving African American Access to Higher Education

Helping young African Americans attain higher education and find their passion is the mission of the Promising Scholars Fund Read More »

Address

70 Audubon Street
New Haven, CT 06510
Directions

Contact

(203) 777-2386
ContactUs@cfgnh.org

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