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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
On September 17, 2020, the IRS published IR–2020–214 and explained the state–by–state breakdown of approximately 8.8 million people who have not yet...
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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 that he touched turned to gold. By far, Karl was most successful with real...
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Private Letter Ruling
Lead Trust is a testamentary charitable lead unitrust. The income interest is distributed each year to a charitable organization and the remainder interest will benefit...
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Article of the Month
In order to qualify as a charity under IRS Code Sec. 501(c)(3) and obtain or maintain tax-exempt status, a non-profit organization must serve a "charitable class."...
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How can we help?

Dotty Weston-Murphy

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