Resources & Foundation Services for Professional Advisors
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.
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.
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 www.giveGreater.org®, created by The Community Foundation for Greater New Haven in 2010 to help donors find, learn about and give to local nonprofits and the Understanding Our Region section of The Community Foundation's website for information about our local community categorized in eight interest areas.