Working With Professional Advisors

Resources & 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. 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.

Our Community of Philanthropists

Join the many people who have been inspired to give generously to the causes and organizations that inspire them. 

 

 

Turning Tragedy Into Triumph

Alfredo Axtmayer’s world changed in 2008 after learning he had Hodgkin’s lymphoma. Shortly after being declared in remission, he established the Axtmayer Cancer Fund and continues to raise awareness of his disease and funding for research to help others. Read More »

New Haven Teacher Gives Back

Mary Lowery spent 35 years as an educator. The Lowery Family Fund, which she established in honor of her parents, will support the New Haven Scholarship Fund, an all-volunteer organization that provides college scholarships for New Haven students. Read More »

Stone Family Fund Honors a History of Family Philanthropy

The death of Louis Stone was felt across Greater New Haven. Creating a fund to give back to the community in Lou's memory was a loving family's tribute to the well known and highly respected businessman and philanthropist. Read More »

How can we help?

Dotty Weston-Murphy

Interim Sr. Vice President, Development and Donor Services 203-777-7081 Email

Address

70 Audubon Street
New Haven, CT 06510
Directions

Contact

203-777-2386
ContactUs@cfgnh.org

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