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.


Past Events for Professional Advisors:

Professional Advisors Event: Settled Landscape »

07.31.2019

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

Professional Advisors Networking and BBQ Event »

05.08.2019

Thanks to all who joined us at the June 6th Professional Advisors Networking and BBQ Event at The Stack New Haven

The Tax Laws and Charitable Giving: Impact and Opportunity »

11.19.2018

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

How can we help?

Sharon L. Closius

President and CEO

203-751-9162

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