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.

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®, 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 at

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 at The Foundation . Having celebrated his 7-year remission anniversary in 2016, Axtmayer 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 2016 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

Est. 2015 as a endowed donor advised fund in memory of Louis Stone by Susan, Rachel and Zachary Stone. Read More »


70 Audubon Street
New Haven, CT 06510


(203) 777-2386

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