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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-2016-154 the IRS offered tips on how to document various 2016 charitable gifts. Gifts to qualified public charities are deductible. Taxpayers may use IRS Select Check...
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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 Wild Bill was an...
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Private Letter Ruling
A established Trust for himself and his wife, B. Trust is a charitable remainder unitrust ("CRUT") as described in Sec. 664(d)(2). A and B subsequently commenced...
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Article of the Month
Alongside wills and trusts, beneficiary designations are becoming increasingly popular as part of a complete estate plan. By simply filling out a beneficiary designation form,...
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How can we help?

Dotty Weston-Murphy

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