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 also provide sample agreements, suggested bequest language and planned gift illustrations. Please explore our GiftLaw service, which offers tax law updates, updates on legislative and regulatory activity, case illustrations and assistance in helping you provide clients with clear and understandable options. We also offer a free weekly newsletter to bring important information about charitable giving straight to your e-mail box.

Mark Berardi

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