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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
The IRS announced this week it is continuing to develop web "bots" and using new computer tools to help alleviate the shortage of staff to answer taxpayer phone...
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Case of the Week
Bill and Clara Swenson consider themselves very fortunate. Bill attended high school and State College in Northern Minnesota. After he received a business degree, Bill moved...
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Private Letter Ruling
A vintage car racing club (Organization) requested recognition of exemption under Section 501(c)(3). Organization's stated purpose is to foster national or international...
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Article of the Month
A beneficiary designation form is a simple and accessible tool that allows donors to make testamentary charitable gifts and streamline the administration of their estates. A...
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How can we help?

Dotty Weston-Murphy

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