You offer an important service to your clients
when you help them create a legacy.

We can help. But don't just take our word for it...

“In these challenging economic times, many of our clients appreciate working with businesses and institutions that have stood the test of time. Over the years, through steady and careful stewardship, The Foundation has shown that it can be trusted to be here to support and help build needed social welfare and cultural organizations, making a real difference in our lives and community.”
Karen Clute, Esq., Partner, Wiggin and Dana LLP

“Many clients will be reviewing their IRAs and possibly take advantage of the opportunity to convert Traditional IRAs to ROTH IRAs as income limits will be removed in 2010. A better decision may be to avoid paying tax on a conversion and select The Foundation as a beneficiary, letting the full value flow to a charity.”
Edward Pikaart, CPA, CMA, CFM, Pikaart Visconti & Associates PC, CPAs


"The Community Foundation continually serves as an excellent informational resource to clients as to ongoing needs and charitable projects.  It is also a technical resource with experienced inhouse personnel to assist advisors in brainstorming on how to best achieve your clients' charitable objectives."
Michael D. Saffer, Esq.  The Pellegrino Law Firm, PC

“When meeting with clients, I always ask them if they have any charities they would like to benefit. If they have several organizations or are uncertain, I recommend they talk to The Community Foundation, who can suggest charities that reflect their interests as well as how best to set up their gifts.”
Sara Stadler, Esq., Partner, Murtha Cullina LLP


“As a trusted advisor, I frequently ask my clients to think about charitable bequests when developing their estate plans. The Community Foundation is the perfect place to carry out my clients’ charitable wishes, no matter how complex, allowing them to create a legacy that benefits the community and their interests forever.”
William S. Colwell, Esq., Principal, Parrett, Porto, Parese & Colwell, PC


“Many of my clients are charitably inclined, but some can have difficulties in identifying particular organizations they would like to benefit, or particular funds or projects in which they would like to participate. This is exactly where the experience and expertise of The Community Foundation has proven so valuable to me and my clients over the years. From providing guidance about local charitable organizations to assisting in the creation of designated funds, the Foundation is always here.”
Greg R. Barringer, Esq., Attorney, Reid and Riege, PC

“For clients with particularly close ties to Greater New Haven, whether as lifelong residents or local innovators and entrepreneurs, and a desire to give back, The Community Foundation for Greater New Haven can be the ideal vehicle through which to achieve their philanthropic objectives. We as practitioners when working with clients in developing their estate, tax or retirement plans are fortunate to have the benefit of this time-tested resource.”
Victoria M. DiSesa, Esq., Sole Practitioner, DiSesa & DiSesa