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:

A Legacy of Quality, Accessible Care for All

The Katrina Clark Fund, established in 2017, honors the life and works of Katrina Clark, longtime Executive Director of Fair Haven Community Health Center. Read More »

Bitsie Clark Fund for the Arts

Est. 2017 by Barbara Lamb, Mimsie Coleman, Robin Golden, Betty Monz and Maryann Ott. Read More »

ECHORN Hurricane Relief Fund

Est. 2017 to rebuild social services support for millions of affected Carribean people. Read More »

Address

70 Audubon Street
New Haven, CT 06510
Directions

Contact

203-777-2386
ContactUs@cfgnh.org

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