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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–2020–160, the Internal Revenue Service announced the annual "Dirty Dozen" list of tax scams. Each year, the Service warns taxpayers about criminals...
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Case of the Week
Karl Hendricks was a man with the golden touch. Throughout his life, it seemed every investment idea he touched turned to gold. By far, Karl was most successful with real...
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Private Letter Ruling
Organization requests recognition of exemption from federal income tax under Sec. 501(c)(4). Organization was incorporated to negotiate and contract umpiring services for its...
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Article of the Month
Charitable lead trusts are a creative estate, income and charitable tax planning strategy for high net worth individuals. Lead trusts often involve significant legal and...
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How can we help?

Dotty Weston-Murphy

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