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

The Planned Giving Partnership

Phase I: your organization/your role

  • Identifies and qualifies the donor
  • Informs and cultivates the donor
  • Explores the donor’s best planned giving option(s)

Phase II: the community foundation /beginning of the partnership

  • Consults with you and your donor
  • Evaluates your donor’s goals
  • Prepares a gift proposal

Phase III: the community foundation/gift acceptance

  • Finalizes the gift agreement
  • Ensures due diligence with gift acceptance policies of The Community Foundation
  • Liquidates assets and provides gift acknowledgement

Phase IV: the community foundation/your organization/ gift management & stewardship

  • Invests proceeds from asset sale
  • Makes annual distributions from the gift to your organization or in the case of life income gifts, to the income beneficiaries
  • Provides ongoing consultation to you and your donor
  • Keeps the donor informed about your impact to maintain relationship

The Community Foundation welcomes Liana Garcia Fresher 

The Community Foundation for Greater New Haven is delighted to welcome Liana Garcia Fresher as director of gift planning. Read More »

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 »

Address

70 Audubon Street
New Haven, CT 06510
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Contact

203-777-2386
ContactUs@cfgnh.org

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