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Establishing a Fund

We will help you meet your charitable goals when you contribute to an existing endowment fund or create a new fund with a direct donation or through your estate or retirement plan. 

You may also receive a charitable income tax deduction for gifts and may reduce your estate taxes. Your advisors and foundation staff can help you structure your gift to best meet your charitable goals and utilize the most appropriate assets.

STARTING YOUR FUND IS EASY:

  • Tell us about your goals. We are here to help you achieve your charitable goals. For some people, making effective grants today is the most important priority.  Others wish to develop a longer-term strategy.  For others, it's a combination of the two. We will work with you confidentially to help you clarify and focus your goals.  
     
  • Choose the type of fund that meets your needs. We will work with you and/or your advisors to determine which type of fund will meet your goals.
     
  • Decide which assets to contribute. Connecticut Community Foundation can accept a variety of assets. You can often achieve maximum tax benefits through donating appreciated securities or real property. We are happy to work with you and/or your advisors to help you select assets to donate.
     
  • Complete simple paperwork. We are able to establish a new fund in as little as one day.

For more information or to schedule a meeting, please contact Julie Loughran, Director of Development and Communications, at 203.753.1315 x 116.

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