For Professional… | The Community Foundation for Greater New Haven

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Events and Workshops

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

Upcoming Events

Sorry, there are no upcoming events at this time.

Past Events

Nov 28, 2023

The Case for Offering Charitable Giving Services

Jun 29, 2023

Professional Advisors Networking Reception (VIEW PHOTOS)

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)