Resources & Services for Professional Advisors

Resources & Foundation Services for Professional Advisors

Consultation services

Our professional staff can work with you and your clients to determine the giving plan that best meets their personal, financial and charitable giving goals.

Special seminars

We offer periodic seminars by experts in the areas of tax, estate and charitable gift planning to help you serve your clients. Specially designed for attorneys, financial planners, accountants and other professional advisors, these presentations are a chance to learn more and network with colleagues.

Onsite presentations to firms

We will gladly send Foundation representatives to present to you, your department or firm.

Planned giving services and forms

We are available for confidential consultations to review planned giving options; discuss benefits; provide sample agreements and suggested will language; and handle all the necessary forms and calculations for making a planned gift.

News and resources

We publish an electronic newsletter specifically designed for professional advisors with articles written by national experts and local colleagues. Subscribe to the newsletter and see past articles. You may also wish to visit®, created by The Community Foundation for Greater New Haven in 2010 to help donors find, learn about and give to local nonprofits and the Understanding Our Region section of The Community Foundation's website for information about our local community categorized in eight interest areas.

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:

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 »

She Gave Her House To Help the Poor

Donation by 19th-Century African American Seamstress and Anti-Slavery Activist creates a home for poor women that continues today. Read More »

Walter Tischbein Scholarship Fund

Est. 2017 by the Lee Company in honor of Walter Tischbein. Read More »

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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