Advantages for Advisors & Their Clients - Professional Advisor Resources - Increasing Giving - The Community Foundation for Greater New Haven

Advantages for Professional Advisors and Their Clients

The Community Foundation for Greater New Haven can help you meet your clients’ charitable and financial objectives. We add our expertise to yours to ensure that your clients make educated decisions while selecting from a full spectrum of options.

  • Our grantmaking, ongoing research and extensive contacts in the community help The Community Foundation keep donors informed of charities that match their charitable goals and of the needs and opportunities of our region.
  • Our charitable giving experts ensure that your client achieves the maximum possible tax savings, whether he or she wishes to give today or in the future through a planned or legacy gift,
  • A variety of tools for giving allow you and your client to choose the option that fits their financial and philanthropic objectives
  • Our newsletters, publications and resources keep you current on trends in philanthropy, including relevant tax and legal regulations, and research about issues facing our community.

Peruse our list of attorneys, bankers, accountants and financial planners who have  found The Community Foundation to be the ideal vehicle through which their clients can achieve their philanthropic objectives. We are proud to partner with the professionals listed to build giving for Greater New Haven. If you would like to work with us too and increase your knowledge about charitable organizations and options benefiting  Greater New Haven , please contact Dotty Weston-Murphy at or 203-777-7081.

A Resource for You: Giving Guidelines

To better provide your clients with the resources and information they need to contemplate their philanthropy

Please know that we are here to support you and that we share your goals of helping your clients advance and improve  the Greater New Haven community.

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:

ECHORN Hurricane Relief Fund

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

Taking Care of the Valley: A Strong Tradition

The Valley Gives Back™ website offers informative tools for a community-wide planned giving initiative. Read More »

Nurse Gives Hope to Lyme Disease Sufferers

Established in 2014, the Elizabeth White Fund for Lyme makes unconventional treatment possible. Read More »


70 Audubon Street
New Haven, CT 06510



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