Webinar on March 28
Solving Your Clients' Retirement Asset Concerns with Charitable Giving
In the next 5 years, an estimated $5T is expected to transfer to heirs, including significant retirement assets. This webinar with Johnne Syverson, Vice President of the National Gift Annuity Foundation, will provide you with options within the SECURE Act 1.0 and 2.0 for your charitably-inclined clients who are grappling with managing retirement assets in their lifetime and beyond.
March 07, 2025
Generational Shifts: Fulfilling Clients’ Charitable Wishes
Chances are, you’ve already begun to notice that a significant transfer of wealth is happening as your Boomer clients establish financial and estate plans to pass their wealth to their Gen X, Gen Z and Millennial children. An estimated $124 trillion in wealth in the U.S. will transfer through 2048, and advisors have a major opportunity to position themselves as trusted experts who can help clients not only structure efficient gifts to heirs but also help ensure clients’ charitable wishes are achieved. Our team is here to help!
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.
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.
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
February 12, 2025
Want Happy Clients? Talk about Charitable Giving
Philanthropy offers both emotional and rational upsides for you, and for your clients. Charitable giving can have positive effects on a donor’s mental and physical health. Help make them happy!
