Working With Professional Advisors

Client Solutions For Professional Advisors 

Strategic Charitable Giving   

When your clients are ready to maximize their charitable giving, they need to be confident that their philanthropy will have impact on the causes they care about. The Community Foundation for Greater New Haven, as the region's largest charitable endowment, has a wealth of local knowledge and resources for your clients’ strategic philanthropy.

Whether your client is considering a private foundation or charitable fund, our team is ready to help you review planned options, discuss benefits, provide sample agreements and suggested language, and handle all the necessary forms and calculations for making strategic philanthropic decisions.

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We work with an outstanding network of professional advisors, providing timely information and events throughout the year.

Events for Professional Advisors

There are no upcoming events at this time. Please see below for past events.

The SECURE Act PA Program (recap)

Mar 06, 2020
Local professional advisors explore key provisions of the 2019 SECURE Act, which was enacted to encourage Americans to save for retirement Read More »

Donor Briefing: Complexity, Controversy and Opportunity

Dec 24, 2019
Growing charitable capital and investment strategy explored at Donor Briefing Read More »

Settled Landscape: Lessons from the 2018 Tax Law Changes

Sep 19, 2019
A panel discussion for Professional Advisors was held on the benefits and challenges of the 2018 tax law changes and the impact on community philanthropy. Read More »

Our Services For Professional Advisors  

  • Comprehensive giving solutions including: bequest and estate planning; charitable gift annuities, donor advised funds, and more. 
  • Maintain Assets Under Management (AUM) with our Custom Investment Partnership Program (CIPP)
  • Giving plan consultations
  • Sample agreements and agreement language  
  • Unconventional asset transfers
  • Networking events and educational seminars given by experts in the areas of tax, estate and charitable gift planning. Sign up to stay informed 

Resources For You

Giving Guidelines- a summary of the various ways to give, the types of funds at The Community Foundation, and important policies, procedures and benefits associated with establishing and maintaining a charitable fund for your community

What Is A Donor Advised Fund? Learn how to make tax-deductible charitable contributions immediately while identifying nonprofit beneficiaries over time.

Sample Bequest Language - sample language to use with your clients.

Stock Transfer Instructions - for timely and accurate processing of stock transfers to The Community Foundation

How can we help?

Liana Garcia

Director of Gift Planning 203-974-1646 Email Liana

How can we help?

Dotty Weston-Murphy

Sr. Vice President, Development and Donor Services 203-777-7081 Email Dotty


70 Audubon Street
New Haven, CT 06510



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