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.
We work with an outstanding network of professional advisors, providing timely information and events throughout the year.
July 23, 2026: Professional Advisors Networking Reception
Come join us Thursday, July 23! Bring your appetite and a colleague to this free networking event, co-hosted by The Community Foundation for Greater New Haven, the Jewish Foundation of Greater New Haven and the Valley Community Foundation.
IPOs and Charitable Clients: Three Scenarios for Impact
As you work with clients who hold stock that’s going public, or if your clients are considering investing in companies involved in IPOs, be sure to look at all angles of the client’s financial and estate plan that may be impacted — including charitable planning. READ MORE
