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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
As the election clock continues to race forward, the Senate Finance Committee this week passed several retirement plan bills. Many Americans have a 401(k) plan. With a...
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Case of the Week
Lucky Lucy Lindstrom finished college and headed west. She started as a financial analyst with a large company in Seattle. After just four years, she became a Registered...
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Private Letter Ruling
Organization sought tax-exemption under Sec. 501(c)(3). Organizing documents state Organization's purpose is "to assist adolescent children and families in coping with...
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Article of the Month
The Tax Reform Act of 1969 first established the rules for creating charitable remainder trusts (CRTs), including a required minimum 5% payout each year. The Taxpayer Relief...
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How can we help?

Dotty Weston-Murphy

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