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.