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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.
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.
Washington News
On October 17 the IRS announced in IR-2016-135 that it will provide additional tax relief to victims of Hurricane Matthew. The relief will apply to affected counties in North...
Case of the Week
Barbara Banker started with nothing. She not only did not own a bank, she had nothing to place in the bank. Barbara lived in a midsized town and worked in the local hardware...
Private Letter Ruling
Taxpayer, a tax-exempt private foundation, plans to make a grant to Supporting Organization for the purpose of constructing a new performing arts venue for Supported...
Article of the Month
Charitable gift annuities (CGAs) can provide reliable, fixed payments for the beneficiary (often referred to as an annuitant). A CGA is typically established to make payments...

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Dotty Weston-Murphy

Vice President Donor & Professional Services 203-777-7081