Planned Giving Services

Planned Giving Toolkit and Partnership

Planned giving is an important means for your donors to transform their personal wealth into philanthropy for the benefit of important causes and local nonprofits. For nonprofits, planned giving helps ensure the long-term success of an organization.

As part of The Community Foundation's services for nonprofits, this toolkit and partnership options have been created. This resource was designed to help your organization raise more money to support its mission and to allow you to offer comprehensive philanthropic services to your donors without a significant (or any) financial investment from your budget. The desired result will be more donations over time, with varying gift methods that more directly reflect your donors’ financial and estate plans, and their ultimate capacity to make a lasting and meaningful gift.

We hope you take advantage of opportunities to educate your donors about the many benefits of adding a long-term approach to their philanthropy (coupled with their continued current support of your mission). We know your organization’s development program works hard to keep the lights on, and adding a planned giving component to your development strategy will help ensure that the lights stay on forever. The Planned Giving Toolkit is designed to help organizations and the donors who support them in several ways:

  • Build your endowment and/or cash reserves to help sustain your organization with increased revenue streams
  • Build your endowment and/or cash reserves to help sustain your organization with increased revenue streams
  • Handle more difficult asset transactions, such as real estate, art and other collectibles
  • Offer full-fledged gift options to your supporters, such as gift annuities and charitable trusts

This Toolkit provides the easy steps and planned giving information your organization needs to start a planned giving program today. We make it simple to help you secure your organization’s future.

For more information, please use the plus tab in the Explore section on the top of this page or contact:

Sharon Cappetta
Director of Development
203-777-7071

Additional Development, Stewardship & Donor Services Contacts

Dotty Weston-Murphy, CAP®
Senior Vice President, Development & Donor Services
203-777-7081

Liana Garcia, MS, PMP
Director of Gift Planning
203-974-1646

Download the Toolkit Here

Additional Resources

Donor Briefing: Complexity, Controversy and Opportunity »

12.24.2019

Growing charitable capital and investment strategy explored at Donor Briefing

’r kids Breaks Ground on Expansion »

12.13.2019

The building expansion will allow 'r kids Family Center to double its capacity to work with vulnerable children.

Fund to Endow ’r kids Honors Mother’s Welcoming Spirit »

12.13.2019

Est. 2019 in honor of Randi Rubin Rodriguez's mother as a long-term endowment to support 'r kids Family Center.

Help Grow Resources for Our Local Community »

11.29.2019

Grants are made possible by donors who have established funds with broad or unrestricted preferences.

Foundation Donors Celebrated at Annual Lunch »

11.29.2019

Foundation donors thanked and celebrated for their generosity and community commitment over lunch at the Jewish Community Center of Greater New Haven.

Settled Landscape: Lessons from the 2018 Tax Law Changes »

09.19.2019

A panel discussion for Professional Advisors was held on the benefits and challenges of the 2018 tax law changes and the impact on community philanthropy.

Beautiful Skin: A Courageous Conversation on Black Latinx »

08.06.2019

The Progreso Latino Fund held a courageous conversation on Black Latinx with Ingrid M. Canady at their Latino leaders networking event on Sept. 16, 2019,

Lifetime of Caring Inspires Nursing Scholarship »

07.23.2019

Michele DiCapua was a nurse devoted to caring for others. Her daughter and granddaughter are continuing her legacy.

John D. Allen and Keith E. Hyatte for LGBTQ+ Interests Fund »

07.18.2019

Est. 2019 to support and advance the LGBTQ+ community in Greater New Haven.

Building, Connecting and Expanding Possibilities at VCF Annual Reception »

06.20.2019

The 15th Annual Reception of the Valley Community Foundation celebrated the 11 new funds and the $1.8 million in grants made in 2018.

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