For Professional Advisors

The Community Foundation tailors custom giving solutions based on the financial needs and charitable interests of your clients. With more than 90 years of philanthropic expertise, a deep knowledge of local charitable causes and its highly regarded performance in managing Greater New Haven's charitable assets, The Community Foundation is your ideal partner in philanthropy.

SERVICES | FUNDS AND MANAGEMENT FEES | ASSET TYPES | ADVISOR TOOLKIT

Making a Difference

Whatever moves a person to give, we can help turn that inspiration into meaningful and lasting philanthropic contributions. Learn about the many different ways donors working through The Community Foundation have chosen to give back.

PPE for CT Fund »

05.19.2020

Est. 2020 for the purchase, shipment, and distribution of personal protective equipment for medical workers

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Maintain Assets Under Management

Advisors have the option to keep their clients' assets under management through The Community Foundation's Custom Investment Partnership Program (CIPP). This allows your clients to create a charitable fund and benefit from The Foundation's extensive grantmaking experience and philanthropic knowledge without changing your role in managing their investment portfolio.

Learn More

The Foundation's briefings inform the donor and advisor community.

Investment Strategy

The Foundation pursues a long-term investment strategy that mitigates the effects of market volatility while still achieving the growth needed by a charitable endowment. This ensures that the assets placed in its trust will grow over time while perpetually generating philanthropic resources.

The investment strategy for the Foundation's endowment was recently presented at the donor briefing - Complexity, Controversy and Opportunity »


INVESTMENTS | FINANCIAL STATEMENTS

The Foundation hosts professional advisors at various locations throughout its 20-town region.

Professional Education

The Foundation offers advisors professional development education and networking opportunities throughout the year. Advisors who work with us also have access to The Foundation's extensive knowledge of nonprofits and community leaders and the needs and priorities of the region.

ADVISOR NETWORK AND EVENTS | ADVISOR TOOLKIT

FREE ADVISOR RESOURCE CENTER

Tax policy, case studies, news from Washington, planned giving insights and more. This complimentary resource, powered by GiftLaw, is designed for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals.

ENTER RESOURCE CENTER

Our Services For Professional Advisors

  • Comprehensive giving solutions including: bequest and estate planning; charitable gift annuities, donor advised funds, and more.
  • Financial Advisors maintain Assets Under Management (AUM) with our Custom Investment Partnership Program (CIPP).
  • Giving plan consultations.
  • Sample agreements and agreement language.
  • Unconventional asset transfers.
  • Networking events and educational seminars given by experts in the areas of tax, estate and charitable gift planning. Sign up to stay informed.

Funds and Administrative Fees

Administrative fees empower The Community Foundation to enhance the impact of philanthropy in Greater New Haven, drive community leadership and offer personalized service and local expertise.

Fees shown below are not inclusive of investment management expenses. Learn more.

Type of Fund Minimum Fund Balance* Administrative Fees

Unrestricted, Preference & Designated

$10,000

1% annually of a fund's market value withdrawn quarterly

Donor Advised

$10,000

1% annually of a fund's market value withdrawn quarterly; for funds under $10,000, a minimum fee of $75 per quarter will apply unless the fund fits criteria of a Build-A-Fund

Scholarship

$25,000

If the scholarship requires application and review process, 1.5% annually of a fund's market value withdrawn quarterly; if a scholarship is designated to a single organization, then the designated fund minimum ($10,000) and fees apply (1%)

* Funds can be built to fund-minimum in recommended period of 3-5 years or other time period per written fund agreement. Administrative fees will not be assessed during the "building" period.

Gifts by credit card: The fund that receives a credit card gift will incur the transaction fee assessed by the credit card processing company; this fee does not reduce the deductibility of the contribution.

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HOW CAN WE HELP?

Liana Garcia

Director of Gift Planning

203-974-1646

Send Email

HOW CAN WE HELP?

Sharon Cappetta

Director of Development

203-777-7071

Send Email