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  • Understanding Our Region
    • Understanding Our Region
    • Support Arts & Culture
      • Arts & Culture Snapshot
    • Meet Basic Needs
      • Basic Needs Snapshot
    • Promote Civic Vitality and Social Justice
      • Civic Vitality Snapshot
    • Boost Economic Success
      • Economic Success Snapshot
    • Provide Quality Education
      • Education Snapshot
    • Protect the Environment & Animals
      • Environment Snapshot
    • Ensure Health & Wellness
      • Health & Wellness Snapshot
    • Nurture Children & Youth
      • Children & Youth Snapshot
    • Reports and Publications
  • Opportunity + Equity
    • Basic Needs Fund
      • Give to the Basic Needs Fund
    • Black Futures Fund
      • Give to the Black Futures Fund
      • The Vineyard Project For Black Futures
    • Community Fund for Women & Girls
      • Event Highlights
      • Give to the Fund
      • Girls of Color Mentoring Network
      • Women and Philanthropy: Leaving a Legacy
    • Connecticut Urban Opportunity Collaborative
    • Education and Career Pathways
    • Mission Investments
      • About TCFMIC
      • Elevate Your Business
      • New Haven Equitable Entrepreneurship Ecosystem (NHE3)
      • Nonprofit Loans
    • Neighborhood Leadership
      • Neighborhood Leaders
    • New Haven Healthy Start
      • About New Haven Healthy Start
        • NHHS History and Impact
      • For Pregnant Women and Mothers
      • For Fathers
      • Black Champions for Health
    • Progreso Latino Fund
      • Support PLF
      • Celebrating Latine Leaders
      • PLF Forums and Events
      • PLF Event Archive
    • Stepping Forward
      • Stepping Forward: New Funds
  • Strengthening Nonprofits
    • About Our Grantmaking
      • Grants to Apply For
        • Event Sponsorship
        • Nonprofit Animal Shelter Grants
        • Responsive General Operating Support Grants
        • Responsive Program Grants
        • Scholarships
          • Resources for Scholarship Applicants
        • Small Grants
        • The Quinnipiac River Fund
      • Eligibility Criteria
      • FAQs About Applying for Grants
      • How an Idea Becomes a Grant
    • Apply for a Grant
    • Grant Reporting
    • Nonprofit Workshops
    • Nonprofit Resource Center
      • Find a Consultant
      • Effective Boards
      • Organizational Resources & Links
      • Organizations Seeking Volunteer Board Members
      • Grants Available from CFGNH
      • Benefits of an Endowment
      • Job Searches
    • giveGreater.org®
    • Planned Giving Services
      • Why Planned Giving? Why Now?
      • The Planned Giving Partnership
      • Planned Giving Defined
      • Extending the Gift Conversation
      • What Does My Organization Need?
      • Does My Organization Need to be an Expert?
      • The Benefits of Creating a Legacy Society
      • Gift Acceptance Policies
      • Integrating Planned Giving
      • Sample Marketing Language
      • Additional Support from The Community Foundation
    • Investment Services
  • Building Endowment
    • What it Means to Give Forever
    • Financial Statements
    • Investments
    • What Inspires You?
  • Increasing Giving
    • Your Giving Your Way, Now and Forever
    • Your Charitable Fund
      • What is a Donor Advised Fund?
        • Let's Get Started
        • DAF Online Application
      • What is a Designated Fund?
      • What is a Preference Fund?
      • What is an Organization Fund?
      • What is a Permanent Organization Endowment?
      • What is a Scholarship Fund?
      • What is an Unrestricted Fund?
    • Your Charitable Estate Plans
    • Assets You Can Give
      • Cash Gifts
      • Securities
      • Real Estate
      • Tangible Personal Property
      • IRA Qualified Charitable Distributions
      • Unusual Assets
    • Our Funds
    • Giving Stories
      • Celebrating Black Philanthropy Month
    • For Professional Advisors
      • Fund Options for Your Clients
      • Advisor Managed Funds
      • Planned Giving for Your Clients
      • Assets Your Client Can Give
      • Advisor Education and Networking
      • Professional Advisor Council
  • About
    • Overview & Facts
    • Events and Workshops
    • News
      • Press Releases
      • Donor Briefings
      • Local Impact Stories
      • Past Annual Meetings
      • From the Start: Celebrating 90 Yrs
      • Reports
    • Contact Us
      • Directions
    • Employment Opportunities
    • Staff
    • Board
    • Frequently Asked Questions
    • Financials
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For Professional Advisors

Until further notice, all events will take place online unless otherwise indicated.

Upcoming Events

For Professional Advisors

Professional Advisors Networking Reception

Jun 29, 2023

Co-hosted by The Community Foundation for Greater New Haven, the Jewish Foundation of Greater New Haven and the Valley Community Foundation

Past Events

Feb 16, 2023

Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution (RECORDED)

Sep 22, 2022

It’s Not Ozzie and Harriet: Estate Planning for Modern Families

Jun 23, 2022

Professional Advisors Networking Reception

Jan 11, 2022

How to Support Your Clients’ Giving: Current Philanthropic Trends in Affluent Households

Nov 10, 2021 - Nov 10, 2021

A Legacy with Impact: Applying a Social & Racial Justice Framework to Estate and Financial Planning (RECORDED)

Jun 30, 2021

Donor Advised Funds: The Swiss Army Knife of Gift Planning

Oct 20, 2020

Testamentary- Charitable Gift Annuities (RECORDED)

Jun 25, 2020

Special Financial Planning Opportunities with a Focus on Charitable Planning (RECORDED)

Events by Category

For Professional Advisors Foundation Convenings Nonprofit Workshops Progreso Latino Fund The Community Fund for Women & Girls

Connect With Our Team

Sharon Cappetta, CAP®

Director of Development

203-777-7071

Send Email

203-777-2386

70 Audubon Street, New Haven, CT 06510

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