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 firstname.lastname@example.org 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.