Professional Advisors

Your Client Wants to be Remembered for Something SPECIAL.

With nearly a century of expertise, we craft philanthropic plans that fit your client’s needs and interests to 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.

How We Can Help You

As a financial planner, accountant, attorney, or trust officer who may have clients that live in or care about Greater Waterbury and the Litchfield Hills, let’s schedule a time to meet. We can help you:

  • Establish charitable giving options for your client that offers them the best financial and tax advantages
  • Talk to your client about charitable giving in a meaningful way
  • Expand your array of services
  • 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. 

Mark Berardi

For more information, please contact:
Mark Berardi, Development Officer | 203.753.1315, x110