Professional Advisor Toolkit

Planned giving is an important means for your clients to transform their personal wealth into philanthropy for the benefit of important causes and local nonprofits. 

This resource is designed to help you offer full-fledged philanthropic services to your clients. The desired result will be more donations over time, with varying gift methods that more directly reflect your donors’ financial and estate plans, and their ultimate capacity to make a lasting and meaningful gift.

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253-A Elizabeth Street
Derby, Connecticut 06418
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203-751-9162
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