Giving Options for Your Clients

We can help your clients make meaningful charitable contributions that have a lasting impact on the causes, organizations, and communities they care about.

Powerful Giving Options

We work with individuals, families and their professional advisors to develop charitable giving strategies that reflect each donor’s unique interests, goals and circumstances.

With deep knowledge of Eastern Connecticut and expertise in charitable giving, we can help your clients explore their options, establish a charitable fund, plan a legacy gift or support existing funds and organizations.

We currently steward 686 charitable funds totaling more than $157 million in assets.

Learn more about Why Donors Choose Us and the questions we recommend considering before your client Starts a Fund.

Ways To Give

There are several ways your clients can accomplish their charitable goals through the Community Foundation:

Support an established fund aligned with the causes or communities your client cares about.

Establish a fund tailored to your client’s charitable interests and giving goals. Learn more about Types of Funds and Gifts We Accept.

Incorporate philanthropy into estate planning to create an impact that extends beyond a lifetime. Learn more about Legacy Giving.

Consider flexible, cost-effective options that can simplify administration while preserving your client’s charitable vision. Learn more about Alternatives to Private Foundations.

We value your relationships with your clients.

We have great respect for the advisor-client relationship and are happy to work behind the scenes or directly with your client, depending on your preference. Our role is to complement your expertise and help you provide the charitable solutions that best serve your client’s goals.

We are ready to assist you.

We can help you have a meaningful impact on the issues and communities you care about.

Please contact us for a confidential conversation.

Geoffrey Taylor
Director of Donor Relations

Lauren C. Parda
Director of Development

Email the Development Team