The Planned Giving Partnership - Planned Giving Toolkit - Organizational Resources & Links - Nonprofit Management Resource Center - The Community Foundation for Greater New Haven

The Planned Giving Partnership

Phase I: your organization/your role

  • Identifies and qualifies the donor
  • Informs and cultivates the donor
  • Explores the donor’s best planned giving option(s)

Phase II: the community foundation /beginning of the partnership

  • Consults with you and your donor
  • Evaluates your donor’s goals
  • Prepares a gift proposal

Phase III: the community foundation/gift acceptance

  • Finalizes the gift agreement
  • Ensures due diligence with gift acceptance policies of The Community Foundation
  • Liquidates assets and provides gift acknowledgement

Phase IV: the community foundation/your organization/ gift management & stewardship

  • Invests proceeds from asset sale
  • Makes annual distributions from the gift to your organization or in the case of life income gifts, to the income beneficiaries
  • Provides ongoing consultation to you and your donor
  • Keeps the donor informed about your impact to maintain relationship

An Easier Way for You to Be a Philanthropist

As the year comes to an end, you’ve probably written multiple checks or swiped your credit card many times to support your favorite causes. Maybe it’s time to create a donor advised fund at The Community Foundation. Read More »

New Philanthropic Tool Available for Donor Advisors

As part of The Foundation’s M ission Related Investment work, Donor Advisors can soon choose to invest in The Foundation’s Nonprofit Loan Pool, which will make low-interest, short-term loans available to nonprofits that need capital or a line of credit. ​​​​​ Read More »

Legacy Restored for Future Generations

Community members gathered on the Derby Green to celebrate the restoration of the Derby-Shelton Civil War monument. Read More »

Address

70 Audubon Street
New Haven, CT 06510
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Contact

203-777-2386
ContactUs@cfgnh.org

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