 |
|
Our professional advisors committee provides valuable input for the Foundation. Please contact us if you would like to attend.
|
We are here to help you make charitable
giving easy, effective and rewarding for your clients. The Connecticut Community Foundation offers permanent
and nonpermanent vehicles for giving. We can also assist you and your clients
with planned gifts: charitable trusts, bequests,
gift annuity or pooled income funds.
On our
Donor pages you can find information about:
- steps to follow to establish a fund at the
Foundation
- the types of funds your
clients can establish
- planned giving vehicles that
the Foundation offers
- assets your clients can use to start
a fund at the Foundation
On our Information to Print page you will find information on:
- advised funds and
scholarship funds
- our charitable
gift annuity
- our pooled income
fund
- charitable trusts
- bequest language
When your client is ready, we will prepare the forms for
your review or assist you in preparing trust and bequest documents.
Contact Us
We can prepare illustrations or discuss situations specific to your client. Contact Ann Merriam Feinberg.
Stay Informed
Join our mailing list for monthly email updates. Choose the Professional Advisor News list.
"Professional Notes", a publication with timely information about tax and estate planning, is published three times a year.
|
