Working With Professional Advisors

Integrated Giving Solutions for Your Clients

The Community Foundation for Greater New Haven works with an outstanding network of professional advisors.

Whether your clients seeks to establish a fund with $10,000 or $10 million, The Community Foundation offers flexible giving and investment options to meet a range of objectives. 

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. 

Our Value to You

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.

Accounting & Legal Professionals

Financial Advisors and Investment Managers

For a consultation about your clients needs:

How can we help?

Dotty Weston-Murphy

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

How can we help?

Sharon Cappetta

Director of Development 
203-777-7071 Email Sharon

Our Community of Philanthropists

Join the many people who have been inspired to give generously to the causes and organizations that inspire them. Read their stories below:

Salute to Fellow Nonagenarians

As The Foundation celebrates its 90th anniversary, we’re honored to be in the company of these amazing 90(plus)-year-old donors: Dag and Nancy Pfeiffer. Read More »

She Gave Her House To Help the Poor

Donation by 19th-Century African American Seamstress and Anti-Slavery Activist creates a home for poor women that continues today. Read More »

Walter Tischbein Scholarship Fund

Est. 2017 by the Lee Company in honor of Walter Tischbein. Read More »


70 Audubon Street
New Haven, CT 06510



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