Name: Envision Technology Advisors
Price range: $

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

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.

Presenter Richard "Rick" Peck is a consultant and the founder of "The Philanthropy Guy," an emerging, leading-edge charitable giving resource hub. Credit: Contributed

Professional Education

The Case for Offering Charitable Giving Services

Research says clients want to have the philanthropic conversation and show their appreciation by offering additional assets … and sticking around. This webinar, presented on November 28, 2023, will give you the confidence to build charitable giving into your practice!

WATCH RECORDING

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

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

Education and Events

The Foundation hosts professional education and networking opportunities throughout the year. Advisors also have access to The Foundation's extensive knowledge of local issues, nonprofit organizations and the region's needs and priorities.

ADVISOR EDUCATION AND EVENTS

Professional Advisors Council

Leaders in estate planning, wealth advising, accounting, financial planning, insurance and others in the allied advisory fields work with The Community Foundation to advocate for the value of philanthropy and examine innovative mechanisms for high impact charitable planning.

Learn More

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.