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

Partnership Enhances Charitable Goals

The Foundation works closely with an outstanding network of accountants, attorneys, investment advisors and insurance professionals. Read More »

The Couple That Keeps on Giving

Kathy and Paul Hermes Honor Parents Through Donor Advised Funds Read More »

Donor Briefing: Give a Person the Fish

The Community Foundation and United Way of Greater New Haven co-hosted a discussion with local experts on meeting basic needs and the role of philanthropy. 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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