for Professional AdvisorS

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. 

Preparing Your Clients for the 2018 Tax Season

May 17, 2018
Hear from fellow advisors on May 24, 2018 from 7:45-9:30 am Read More »


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Derby, Connecticut 06418


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