Extending the Gift Conversation - Planned Giving Toolkit - Organizational Resources & Links - Nonprofit Management Resource Center - The Community Foundation for Greater New Haven

Extending the Gift Conversation with Your Donors

Planned and legacy gifts are a way for your donor to make estate decisions now and for the future. This type of giving allows your donor to address family needs first, if appropriate, and then make a gift to benefit your nonprofit in conjunction with the rest of their “life” plan.

People in a variety of life stages and circumstances can benefit from a planned gift. A person who is planning for retirement may need to secure additional income and can do so through a gift annuity or charitable remainder trust. 

A couple who has their first child will likely then follow with setting up an estate plan that may or may not include your organization as a beneficiary.

Grandparents might want to consider a donor advised fund to help generate philanthropic discussions across multiple generations, much like a private family foundation. 

Large financial transactions, such as the possible sale of a business or the downsizing of a home may also trigger some planning that charitable gifts can complement, reducing tax burdens and creating a legacy. All of these events and many more can provide wonderful opportunities for planned giving discussions…and viable solutions through philanthropy.

Sample questions to ask your donor: 

  • Have you ever considered putting the XXXX in your will?
  • Are you interested in making a gift and receiving income for life?
  • Do you pay high taxes?
  • Have you designated your IRA to your children or charity/or both?

How can we help?

Sharon Cappetta

Director of Development 203-777-7071 scappetta@cfgnh.org

Report to Our Community 2017-18

2018 marks The Foundation’s ninetieth anniversary. Even if our challenges are different as we enter our tenth decade, we remain steadfast in our resolve to build community philanthropy as a force for progress in Greater New Haven. Read the 2017-18 Report To Our Community. Read More »

90 Years of Being There “From The Start”

On the occasion of the 90th anniversary of its founding, The Community Foundation is proud to present a series called “From the Start” — a history of investing in good ideas and talented people. Read More »

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 »

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ContactUs@cfgnh.org

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