There are many misconceptions about the differences between private foundations and donor advised funds. Here are three common ones to help you guide your clients. 

Why this moment demands our collective action.

Join us in imagining what’s next and co-creating a vision for a more just and vibrant Greater New Haven.

Chances are, you’ve already begun to notice that a major transfer of wealth is happening as your Boomer clients establish financial and estate plans to pass their wealth to their Gen X, Gen Z and Millennial children. 

Charitable giving can have positive effects on a donor’s mental and physical health. Help make them happy! 

Our commitment to the community.

Tuesday was Election Day and, no matter how one might feel about the results, it represents a shared community experience.

A look at three local philanthropists who used estate planning to support the good work of nonprofits in perpetuity

Working with our donors is a privilege. One way we connect with them is through donor briefings during which we share what we know about our community - its issues and opportunities - and the people and institutions working to make it vibrant.