Giving Options for Your Clients

We can help your clients make meaningful charitable contributions that have an enduring impact on the issues and nonprofits of interest to them.

Powerful Giving Options

We help interested donors – and the professional advisors who represent them – make personally meaningful charitable contributions that make a lasting impact on the issues and communities of greatest interest to them.

  • We work with nearly 100 different individuals and families – and more than 200 professional advisors – to bring about enduring improvements and change.
  • We manage over 500 charitable funds totaling more than $86 million in assets.
  • Read more about Why Donors Choose Us and questions we recommend all donors consider before they Start a Fund

Ways To Give

There are several ways your clients can make a charitable contribution through our foundation. They include:

Contributing to an Existing Fund

If your client wants to support a particular cause, a contribution to one of our existing charitable funds offers an immediate way to have a long-term impact. We have over 500 different funds to choose from. We can serve as a resource to you – to help you identify the funds likely to be of greatest interest to your clients. Read more about how donors can Give to an Existing Fund

Creating Their Own Charitable Fund

We make it easy and joyful for donors to establish a personally meaningful, sustainable fund that makes an long-lasting impact on the charitable issues of interest to them. You can play an invaluable role in helping your clients choose which fund type best fits their financial needs and which of their assets are best given to charity. We are here as a resource if you need us. Read more about the Types of Funds and Gifts We Accept

Strategic Estate Planning

As you know, there are many options available for planned charitable giving through the estate-planning process – offering an array of differing tax and financial benefits. You can play an invaluable role in walking your clients through the various possibilities to determine the options that best meet their needs and desires. We stand ready to help in any way we can. Read more about Give Later: Leave a Legacy

Weighing Alternatives to Private Foundations

We offer some Alternatives to Private Foundations that are less complicated and costly, and offer many additional advantages. You can play an important role in helping your clients choose the solution that’s best for them.
We have great respect for the advisor-client relationship and are willing to provide assistance with as little or as much visibility as you prefer.

Please let us know if we may be of service to you. Contact Us
Contact

P: 860.442.3572
P: 1.877.442.3572 (toll free)
F: 860.442.0584 (fax)
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Location

68 Federal Street
New London, CT 06320
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