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Working with us makes it easy to help your clients reach their philanthropic goals. We will work with you to ensure that your clients’ gift grows with our endowment and that their legacy and interests will be honored today, tomorrow and forever.

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We work with an outstanding network of professional advisors, providing timely information and events throughout the year.

Professional Advisors Event: Settled Landscape

Jul 31, 2019
Sept. 4, 2019: Join us for a special program on the benefits and challenges of the 2018 tax law changes. Read More »

Professional Advisors Networking and BBQ Event

May 08, 2019
Thanks to all who joined us at the June 6th Professional Advisors Networking and BBQ Event at The Stack New Haven Read More »

The Tax Laws and Charitable Giving: Impact and Opportunity

Nov 19, 2018
Area professional advisors are invited to join us for a discussion about tax laws and charitable giving given the latest changes to the tax code Read More »

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