Strategic Charitable Giving for Your Clients
The Community Foundation is your local partner in philanthropy. With experience acquired over more than 90 years in Greater New Haven, The Foundation provides highly personalized service in creating individualized giving solutions that meet your clients' charitable goals and offer the most beneficial tax advantages.
Fund Options For Your Clients
Giving through funds is a convenient and easy. Your clients can choose the best solution to match their financial needs and charitable intentions.
Planned Giving Services For Your Clients
Your clients receive payments for life and support their preferred causes through charitable trusts, annuities, and other vehicles.
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.
Continue Managing Your Clients' Assets
Your clients can pursue their philanthropy with The Foundation while you keep their assets under management as their financial advisor through the Community Foundation’s Custom Investment Partnership Program.
Education and Networking
The Foundation offers advisors professional 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.