Partner with us

The Foundation partners with advisors to provide support, information, and options to help clients develop the giving plan that meets their goals. We have an experienced philanthropic team that can help your client find the perfect solution—whether they need year-end tax benefits, wish to leave a legacy, or anything in-between.

With over a century of expertise, we craft philanthropic plans that help your client make a lasting impact across generations. Charitable giving becomes easy, effective, and rewarding with us. Whether working with you or meeting with you and your client in person, our team can provide a wealth of support, information, and resources.

Our Services

If you are a financial planner, accountant, attorney, or trust officer who has clients that live in or care about Greater Waterbury and the Litchfield Hills, we can help you:

  • Establish charitable giving options for your client that offers them the best financial and tax advantages We offer several different types of funds, which can be endowed, spendable in full or spent over a period of years.
  • Talk to your client about charitable giving in a meaningful way
  • Expand your array of service
  • Handle complex gifts

The Foundation assumes all of the administrative tasks while your client gets to focus on what is most important to them.

We would enjoy meeting you! Please contact us to learn more.

Connecticut Community Foundation. Your trusted partner in philanthropy for over 100 years.

Mark Berardi

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