Every giving plan is unique. The Community Foundation works with you to customize solutions for your clients.

Philanthropy News: April 8, 2026

QCDs Still Make Sense for 2026

While the OBBBA made charitable giving a particularly effective strategy in 2025 for tax and financial purposes, 2026 holds opportunities, as well.

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The Foundation keeps advisors and their clients informed with educational events and knowledge resources. Credit: Kathleen Cei

Your Partner in Philanthropy

Strategic Charitable Giving for Your Clients

Charitable giving is highly personal, reflecting the unique values, interests, and capacity of each donor. When working with the Community Foundation, you build trust with your clients by delivering individualized giving plans to meet their unique charitable goals while maximizing their tax advantages.

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Fund Options For Your Clients

Help your clients choose the best solution to match their financial needs and charitable intentions.

View Fund Options and Fees

Continue Managing Your Clients' Assets

The Community Foundation’s Advisor Managed Funds Program allows your clients to pursue their philanthropy while you keep their assets under management.

MAINTAIN ASSETS UNDER MANAGMENT

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Planned Giving Services For Your Clients

Your clients receive payments for life and support their preferred causes through charitable trusts, annuities, and other vehicles.

Planned giving options for your clients

Maximize Giving With Non-Cash Assets

Giving non-cash assets has many tax benefits and is a powerful way for your clients' to maximize their charitable giving. The Community Foundation has experience converting even the most complex assets into charitable resources.

ASSETS YOUR CLIENTS CAN GIVE

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Professional Advisor Partners

Our Professional Advisor Partners are skilled professionals who have worked with their clients to carry out their charitable wishes through The Community Foundation.

Our Partners

For more information, review The Foundation's Giving Guidelines.

Download Giving Guidelines

Advisor Spotlight: Doing Good for Clients and the Community

The Community Foundation for Greater New Haven partners with legal, financial, accounting and insurance professionals to help clients meet their charitable goals. For many of these professionals, this work aligns with their personal values. In the following profiles, we spotlight our partners in Connecticut who are doing good for their clients and the community.

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Karen J. Bellamy Fund

Est. 2023 by Karen Bellamy

Advisor Spotlight: Elena Dixon

Financial Advisor for Linden Wealth Advisors gives back to her profession and community.

Advisor Spotlight: Ruth Fortune

When working with clients who are also interested in giving back to their communities, Ruth helps them learn about the charitable options for channeling their interests.

Case Study: Business Owners Exit with a Family Legacy

You probably work with several clients who own a family business. There may be a role for strategic philanthropy in family business succession planning to help clients get ready for an eventual exit.

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Philanthropy News: February 9, 2026

Worth a Look: Charitable Gifts of Real Estate

Real estate ownership is expected to change hands at a rapid pace in the midst of a major transfer of wealth over the coming years. Here are some points to keep in mind on how real estate can support charitable goals in a tax-efficient way.

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Philanthropy News: January 12, 2026

Does Your Client Have an RMD Dilemma? We Have Answers!

For your clients with Required Minimum Distributions (RMDs) in excess of their current needs, Qualified Charitable Deductions (QCDs) are an effective tool to reduce taxable income and fulfill charitable interests. While QCDs are not a tax deduction, they count towards satisfying your client’s Required Minimum Distribution, thereby reducing what would otherwise be taxable income, regardless of whether your client itemizes.

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Philanthropy News: November 10, 2025

Rare But Powerful “Charitable Exits:” Know it When You See it

If your client base includes business owners, you’re no doubt aware of the benefits of giving closely-held business interests to charity. Most advisors encounter only a few of these situations, but when you do, our team at The Community Foundation can help you make the most of your client’s opportunity.

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Philanthropy News: October 13, 2025

A Case for QCDs

Consider: Margaret Davis has more money in her IRAs than she’ll ever need. Margaret is 74 years old and does not need the Required Minimum Distributions from her IRAs. Because she is over the age of 70½, a Qualified Charitable Distribution (QCD) may satisfy her RMD and reduce her reportable income. Margaret can direct up to $108,000 (the 2025 limit) to qualified charities. Better yet, she can set up a designated fund at The Community Foundation to receive her QCDs (donor advised funds cannot receive QCDs) and direct them to her favorite nonprofits on a schedule.

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Philanthropy News: September 8, 2025

Floor to Ceiling: Three Factors That Will Influence Corporate Giving Now and Later

At The Community Foundation, we work with business owners to structure charitable giving plans that achieve the company’s goals for its employees and the community. For your clients that run a business, here are some of the changes to the charitable deduction rules that apply to corporations.

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Philanthropy News: August 11, 2025

Timing Is Everything: Mapping Out Your Clients’ 2025 Charitable Giving Plans

Changes under the One Big Beautiful Bill Act are creating complexity, opportunity, and, for some, urgency. Evaluate whether your client could benefit from “bunching” charitable contributions in 2025.

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Philanthropy News: July 03, 2025

Start With Numbers: A Case Study for Charitable Clients

In case you needed a reminder of the benefits of donating highly-appreciated assets, here’s a look at the numbers.

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Credit: iStock.com/PCH-Vector

Philanthropy News: June 16, 2025

Donating Business Interests: Why a Fund at The Community Foundation Is the Ideal Recipient

The chances are very good that most of your business-owner clients are charitably-inclined. When properly executed, giving closely-held business interests to charity can be extremely effective to achieve your client’s financial and philanthropic goals.

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Credit: iStock.com/Saravut Vanset

Philanthropy News: May 19, 2025

Philanthropy: It’s a Marathon, Not a Sprint

As 2025 continues to deliver twists and turns, it’s important to keep talking about philanthropy. Charitable giving is a vital strategy for your clients, even in times of economic uncertainty.

Illustration of three people near a large balance scale. One side holds gold coins and cash, the other side holds a megaphone and papers. Two people stand and gesture, while one sits with a laptop. Green plants decorate the scene.

Philanthropy News: April 15, 2025

Weighing the Options: Private Foundation or Donor Advised Fund?

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.

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Philanthropy News: March 07, 2025

Generational Shifts: Fulfilling Clients’ Charitable Wishes

Chances are, you’ve already begun to notice that a significant 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. An estimated $124 trillion in wealth in the U.S. will transfer through 2048, and advisors have a major opportunity to position themselves as trusted experts who can help clients not only structure efficient gifts to heirs but also help ensure clients’ charitable wishes are achieved. Our team is here to help!

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Philanthropy News: February 12, 2025

Want Happy Clients? Talk about Charitable Giving

Philanthropy offers both emotional and rational upsides for you, and for your clients. Charitable giving can have positive effects on a donor’s mental and physical health. Help make them happy!

For Professional Advisors