Does My Organization Need to be an Expert? - Planned Giving Toolkit - Organizational Resources & Links - Nonprofit Management Resource Center - The Community Foundation for Greater New Haven

Does My Organization Need to be an Expert in Planned Giving?

No.

Your donors have accountants, financial advisors and attorneys who can help them decide what assets to gift and when, in line with their full financial and estate plan, so that they make their gift as smartly as possible and leave the door open for further giving.

You just need to know that your donors can carry out their philanthropy in any way that makes the most sense for them. 

You also need to know that there are experts in planned giving just a phone call or an email away at The Community Foundation. 

Your mantra with your donor, should they inquire about a complicated asset, gift annuities, trusts etc…is:

“Thank you. I think we can do that and it would be wonderful! Let’s get in touch with our partners at The Community Foundation, who can help us work it out.”

How can we help?

Sharon Cappetta

Director of Development 203-777-7071 scappetta@cfgnh.org

Report to Our Community 2017-18

2018 marks The Foundation’s ninetieth anniversary. Even if our challenges are different as we enter our tenth decade, we remain steadfast in our resolve to build community philanthropy as a force for progress in Greater New Haven. Read the 2017-18 Report To Our Community. Read More »

90 Years of Being There “From The Start”

On the occasion of the 90th anniversary of its founding, The Community Foundation is proud to present a series called “From the Start” — a history of investing in good ideas and talented people. Read More »

Salute to Fellow Nonagenarians

As The Foundation celebrates its 90th anniversary, we’re honored to be in the company of these amazing 90(plus)-year-old donors: Dag and Nancy Pfeiffer. Read More »

Address

70 Audubon Street
New Haven, CT 06510
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Contact

203-777-2386
ContactUs@cfgnh.org

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