Professional Advisor Partner Network

Each year The Foundation hosts networking events for professional advisors at various locations throughout its 20-town region. Venues have included Mory' in New Haven and Stony Creek Brewery in Branford.

For more than 90 years, The Community Foundation has built trusted relationships with community leaders and developed a wealth of knowledge about the needs and priorities of the region. Professional advisors working with The Foundation benefit from this collective knowledge and from relationships formed with colleagues from across the region.

We are pleased to profile just a few of the professionals who have recently worked with The Community Foundation to serve their clients. We look forward to sharing news about other partners in future publications.

Learn About our Professional Advisors Council

Our Professional Advisors Council consists of leaders in the allied advisory fields such as estate planning, wealth advising, accounting, financial planning, and insurance that work with us to advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning. See the members

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

Past Professional Advisor Events

Notice: Due to COVID-19, all TCF events have been suspended.

The SECURE Act PA Program (recap) »

03.06.2020

Local professional advisors explore key provisions of the 2019 SECURE Act, which was enacted to encourage Americans to save for retirement

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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. Sign up for The Foundation's monthly advisor e-newsletter.

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HOW CAN WE HELP?

Liana Garcia

Director of Gift Planning

203-974-1646

Send Email

HOW CAN WE HELP?

Don't see an appropriate match for your philanthropic goals? Please tell us your thoughts and ideas. We have 90 years of experience in the philanthropic sector and have forged many partnerships with charitably-minded people, professional advisors and nonprofits along the way.

Sharon Cappetta

Director of Development

203-777-7071

Send Email

The SECURE Act PA Program (recap)

Local professional advisors explore key provisions of the 2019 SECURE Act, which was enacted to encourage Americans to save for retirement

Read More »

Professional Advisors Council

Leaders in the allied advisory fields such as estate planning, wealth advising, accounting, financial planning, and insurance that work The Community Foundation for Greater New Haven to advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning

Read More »

Donor Briefing: Complexity, Controversy and Opportunity

Growing charitable capital and investment strategy explored at Donor Briefing

Read More »