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For Advisors

Advisor Resources
The Community Foundation for Greater New Haven is pleased to provide this complimentary resource, powered by GiftLaw, for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals. We welcome all inquiries to assist you in meeting the philanthropic planning needs of your clients.
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Our advisor e-newsletter features the latest news from Washington, Tax Law updates, PLRs, Case Studies and timely articles. You may receive it at no cost or obligation.
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Washington News
In IR-2018-248, the Service reminded retirees born before July 1, 1948 that most IRA owners will take an IRA required minimum distribution (RMD) by December 31, 2018....
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Case of the Week
Bill Russell grew up on the Great Plains. During his youth, he was a rodeo bull rider and gained fame as "Wild Bill" for his daring exploits. But Bill was an...
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Private Letter Ruling
Taxpayer A is the sole settlor and trustee of a revocable trust (Trust). Trust is the sole member of LLC 1, which is a disregarded entity for federal income tax purposes. LLC...
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Article of the Month
In 2017, approximately 61% of households held an individual retirement account (IRA) or other tax-deferred retirement plan and more than one-third of American households owned...
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How can we help?

Dotty Weston-Murphy

Vice President Donor & Professional Services 203-777-7081 DMurphy@cfgnh.org