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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-2017-119 the IRS warned tax professionals to not "Take the Bait" of spear phishing emails. Many tax preparers are receiving emails from tax fraudsters. A...
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Case of the Week
Brandon Bigtop loves his truck, which he affectionately named "the Beast." It was a gift for Brandon's eighteenth birthday. It is painted bright red and is two...
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Private Letter Ruling
Private Foundation requested advanced approval of a set-aside under Sec. 4942(g)(2). Private Foundation initiated B Symposium several years ago. Private Foundation plans to...
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Article of the Month
The idea of asking donors to make a "blended gift" is an emerging trend in the world of philanthropy. A blended gift is the combination of a current gift, or a...
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How can we help?

Dotty Weston-Murphy

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