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. 


Professional Advisors Networking and BBQ Event

May 08, 2019
Thursday, June 6 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 »

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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253-A Elizabeth Street
Derby, Connecticut 06418
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Contact

203-751-9162
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