Resources & Services for Professional Advisors
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.
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. Click here to see upcoming events.
Onsite Presentations to Firms
We will gladly send Foundation representatives to present to you, your department or firm.
|Each year The Foundation hosts networking events for professional advisors at various locations throughout its 20-town region. Venues have included Mory's in New Haven and Stony Creek Brewery in Branford.
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®, a local resource for learning and giving that profiles more than 270 local nonprofits The Sharing Knowledge section of our website also contains resources and data to provide you and your clients with a portrait of our region by 8 issue categories.
Professional Advisor Events
Several times a year, The Community Foundation invites professional advisors to network with colleagues after-hours at various locales, including The Foundation's roof-top patio. For more information about these fun events, please contact Dotty Weston Murphy.