Our Services for Professional Advisors

Our expert staff will work with you and your clients to create a giving plan that best meets their personal, financial and charitable giving goals. In particular, we can help you and your philanthropic clients:

  • Create a charitable fund. We offer several different types of funds, which can be endowed, spendable in full or spent over a period of years.
  • Consider planned gifts, including bequests, retirement fund gifts and life-income gifts.
  • Determine whether a fund at Connecticut Community Foundation may be a good alternative to establishing or maintaining a private foundation.

We are glad to make presentations about our services to you, your department or your firm. We can provide sample agreements, suggested bequest language, and planned gift illustrations. 

Mark Berardi

For more information, please contact:
Mark Berardi, Development Officer
mberardi@conncf.org | 203.753.1315, x110