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.