The Planned Giving Partnership - Planned Giving Toolkit - Organizational Resources & Links - Nonprofit Management Resource Center - The Community Foundation for Greater New Haven

The Planned Giving Partnership

Phase I: your organization/your role

  • Identifies and qualifies the donor
  • Informs and cultivates the donor
  • Explores the donor’s best planned giving option(s)

Phase II: the community foundation /beginning of the partnership

  • Consults with you and your donor
  • Evaluates your donor’s goals
  • Prepares a gift proposal

Phase III: the community foundation/gift acceptance

  • Finalizes the gift agreement
  • Ensures due diligence with gift acceptance policies of The Community Foundation
  • Liquidates assets and provides gift acknowledgement

Phase IV: the community foundation/your organization/ gift management & stewardship

  • Invests proceeds from asset sale
  • Makes annual distributions from the gift to your organization or in the case of life income gifts, to the income beneficiaries
  • Provides ongoing consultation to you and your donor
  • Keeps the donor informed about your impact to maintain relationship

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
Directions

Contact

203-777-2386
ContactUs@cfgnh.org

Sign Up for E-news

Connect