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Community Foundation for Greater New Haven
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  • Advancing Opportunity + Equity
    • Basic Needs Fund
      • About the Basic Needs Fund
      • Give to the Basic Needs Fund
    • Black Futures Fund
      • Give to the Black Futures Fund
    • Community Fund for Women & Girls
      • Fund for Women & Girls Events
      • 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 or Organization
      • New Haven Equitable Entrepreneurship Ecosystem (NHE3)
      • Nonprofit Loans
    • Neighborhood Leadership
      • Neighborhood Leadership Program Schedule
      • 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
      • Latine Charitable Funds
      • Celebrating Latine Leaders
      • PLF Forums and Events
      • PLF Event Archive
    • Scholarships
    • The Vineyard Project in New Haven
    • Greater New Haven Data Reports
  • Strengthening Nonprofits
    • About Our Grantmaking
      • FAQs About Applying for Grants
      • Eligibility Criteria
      • How an Idea Becomes a Grant
    • Apply For A Grant
      • Basic Needs Fund Grants
      • Community Fund for Women & Girls Grants
      • Event Sponsorship
      • Neighborhood Leadership Program
      • Nonprofit Animal Shelter Grants
      • Nonprofit Management Program for Emerging Leaders of Color
      • Progreso Latino Fund Grants
      • Responsive General Operating Support Grants
      • Responsive Program Grants
      • Scholarships
        • Resources for Scholarship Applicants
        • Scholarships by High School
        • Scholarships by College or Organization
      • Small Grants
      • The Quinnipiac River Fund
    • Grant Reporting
      • Grant Reporting FAQs
    • 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
      • Strengthen Nonprofit Hiring Practices
    • 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
    • Organization Funds
    • Stories of Local Impact
  • Building Endowment
    • What it Means to Give Forever
    • Investments
    • Financial Statements
    • What Inspires You?
  • Increasing Giving
    • Your Giving Your Way, Now and Forever
    • Donor Advised Funds
      • Starting a DAF
    • Your Charitable Estate Plans
    • Fund Options
      • Assets You Can Give
        • Cash Gifts
        • Securities
        • IRA Qualified Charitable Distributions
        • Real Estate
        • Tangible Personal Property
        • Unusual Assets
    • Our Funds
    • Giving Stories
    • For Professional Advisors
      • Fund Options for Your Clients
      • Advisor Managed Funds
      • Planned Giving for Your Clients
      • Advisor Education and Networking Events
  • About
    • Overview & Facts
    • Events and Workshops
    • News
      • Press Releases
      • Local Impact Stories
      • From the Start
    • Contact Us
      • Directions
    • Employment Opportunities
    • Blogs from The Foundation
    • Staff
    • Board
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For Professional Advisors

Upcoming Events

For Professional Advisors

Professional Advisors Networking Reception 2025

Jul 16, 2025

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

Past Events

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)

Oct 20, 2020

Testamentary- Charitable Gift Annuities (RECORDED)

Jun 25, 2020

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

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Sharon Cappetta, CAP®

Director of Development

203-777-7071

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203-777-2386

70 Audubon Street, New Haven, CT 06510

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