Planned Giving Defined - Planned Giving Toolkit - Organizational Resources & Links - Nonprofit Management Resource Center - The Community Foundation for Greater New Haven

Planned Giving Defined

We believe adding a planned giving component to your development efforts greatly enhances your relationship with your donors; your relationship with them is deeper and longer-term and you learn more about them along the way, so you know what to suggest to them and when; what they are more likely to say “yes” to and perhaps which avenues to avoid. Your donor will perceive that your development program is increasingly donor-centric with a focus on fulfilling the wishes of the donor in line with the needs of the organization. It also helps donors know that your organization is thinking (and acting) on a long-term vision with strategies to accomplish it.

"A planned gift is any charitable gift that is not a knee-jerk reaction to an appeal, that involved some level of thinking and planning in its relationship to finances, estate plans, and if applicable, to family, and may require either special handling or special stewardship by the organization that is to receive the gift." 

— Dotty Weston-Murphy, CAP® 
Senior Vice President for Development and Donor Services

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
Directions

Contact

203-777-2386
ContactUs@cfgnh.org

Sign Up for E-news

Connect