We are committed to helping our nonprofit partners secure their financial futures so they can continue to better Eastern Connecticut.

Planned Gifts

We can provide you or your donors with strategic counsel and assistance on developing planned giving and major gifts.

Charitable Gift Annuities

We can issue Charitable Gift Annuities for donors who would like their gifts to eventually support your agency’s activities.

Charitable Trusts

We can consult with you and your donors on setting up Charitable Remainder Trusts and Charitable Lead Trusts.

Other Major Gifts

We can also handle outright gifts of cash, marketable securities, real estate, personal property, closely held stock and other financial vehicles if the gift is designated for a charitable fund at our foundation that benefits your organization.

We would welcome the opportunity to work with you on planned-giving opportunities.