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.
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!
Fund Options For Your Clients
Help your clients choose the best solution to match their financial needs and charitable intentions.
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.
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.
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.
Professional Advisor Partners
Our Professional Advisor Partners are skilled professionals who have worked with their clients to carry out their charitable wishes through The Community Foundation.
For more information, review The Foundation's 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.
Advisor Spotlight: Elena Dixon
Financial Advisor for Linden Wealth Advisors gives back to her profession and community.
Read More ›
Advisor Spotlight: Ruth Fortune
When working with clients who are also interested in giving back to their communities, Ruth helps them learn about the charitable options for channeling their interests.
Read More ›Stay informed and connect with us on LinkedIn
Get in touch for more information
Sharon Cappetta, CAP®
Director of Development
203-777-7071
