Does My Organization Need to be an Expert? - Planned Giving Toolkit - Organizational Resources & Links - Nonprofit Management Resource Center - The Community Foundation for Greater New Haven

Does My Organization Need to be an Expert in Planned Giving?

No.

Your donors have accountants, financial advisors and attorneys who can help them decide what assets to gift and when, in line with their full financial and estate plan, so that they make their gift as smartly as possible and leave the door open for further giving.

You just need to know that your donors can carry out their philanthropy in any way that makes the most sense for them. 

You also need to know that there are experts in planned giving just a phone call or an email away at The Community Foundation. 

Your mantra with your donor, should they inquire about a complicated asset, gift annuities, trusts etc…is:

“Thank you. I think we can do that and it would be wonderful! Let’s get in touch with our partners at The Community Foundation, who can help us work it out.”

How can we help?

Sharon Cappetta

Director of Development 203-777-7071 scappetta@cfgnh.org

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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