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Upcoming Events

For Professional Advisors

Research Meets Practice: Advisors, Clients & DAFs

Apr 28, 2026

Join us online to hear from Erinn Andrews, Founder and CEO of GiveTeam, a philanthropic advisory public benefit company and a co-author of the latest research paper from the DAF Research Collaborative, Financial Planning in the Age of Donor Advised Funds (to be published in May). Presented in partnership by The Community Foundation for Greater New Haven, the Valley Community Foundation and the Jewish Foundation of Greater New Haven.

Past Events

Nov 07, 2025

Best Year End Moves for Tax Pros and Financial Advisors

Jul 16, 2025

Professional Advisors Networking Reception 2025 (PHOTO GALLERY)

Mar 28, 2025

Solving Your Clients' Retirement Asset Concerns with Charitable Giving

Nov 15, 2024

Strategic Year-End Tax Planning: Key Techniques for Success

Jul 16, 2024

Professional Advisors Networking Reception 2024 (PHOTO GALLERY)

Jun 14, 2024

2024 Tax & Financial Planning Tune-Up: Stay Ahead of the Changes

Jan 25, 2024

Practicing the Pause: Decision Making and Unconscious Bias

Nov 28, 2023

The Case for Offering Charitable Giving Services (RECORDED)

Jun 29, 2023

Professional Advisors Networking Reception 2023 (VIEW PHOTOS)

Feb 16, 2023

Retirement Matters: Helping Your Clients Plan Through a Lifetime, from Accumulation to Distribution (RECORDED)