Advisors Are Important Partners
The Foundation works with trusted professional advisor partners: estate planning, wealth advising, accounting, financial planning and insurance experts who advise clients about charitable giving.
The Foundation works with trusted professional advisor partners: estate planning, wealth advising, accounting, financial planning and insurance experts who advise clients about charitable giving. Working closely with our staff, advisors provide clients with individualized giving plans to meet their unique charitable goals while maximizing tax advantages.
We help our advisor partners stay up to date with tax policy as it relates to planning and charitable giving, and provide opportunities to network at events throughout Greater New Haven.
Learn more about The Foundation's Professional Advisor partnership here. To learn more about charitable giving, contact Sharon Cappetta, CAP, © director of development, at 203-777-7071.
