Planned Giving Toolkit and Partnership

As part of The Community Foundation's services for nonprofits, this toolkit and partnership options have been created. This resource was designed to help your organization raise more money to support its mission and to allow you to offer comprehensive philanthropic services to your donors without a significant (or any) financial investment from your budget. The desired result will be more donations over time, with varying gift methods that more directly reflect your donors’ financial and estate plans, and their ultimate capacity to make a lasting and meaningful gift.

We hope you take advantage of opportunities to educate your donors about the many benefits of adding a long-term approach to their philanthropy (coupled with their continued current support of your mission). We know your organization’s development program works hard to keep the lights on, and adding a planned giving component to your development strategy will help ensure that the lights stay on forever. The Planned Giving Toolkit is designed to help organizations and the donors who support them in several ways:

  • Build your endowment and/or cash reserves to help sustain your organization with increased revenue streams
  • Build your endowment and/or cash reserves to help sustain your organization with increased revenue streams
  • Handle more difficult asset transactions, such as real estate, art and other collectibles
  • Offer full-fledged gift options to your supporters, such as gift annuities and charitable trusts

This Toolkit provides the easy steps and planned giving information your organization needs to start a planned giving program today. We make it simple to help you secure your organization’s future.

For more information, please use the plus tab in the Explore section on the top of this page or contact:

Sharon Cappetta, CAP®
Director of Development
203-777-7071

Additional Development, Stewardship & Donor Services Contacts

Dotty Weston-Murphy, CAP®
Senior Vice President, Development & Donor Services
203-777-7081

Liana Garcia, MS, PMP
Director of Gift Planning
203-974-1646

Download the Toolkit Here

Additional Resources

Great Uncle and Grandfather Inspire New Fund ›

Philanthropic tradition continues into next generation.

Partnership Enhances Charitable Goals ›

The Foundation works closely with an outstanding network of accountants, attorneys, investment advisors and insurance professionals.

The Couple That Keeps on Giving ›

Kathy and Paul Hermes Honor Parents Through Donor Advised Funds

Donor Briefing: Give a Person the Fish ›

The Community Foundation and United Way of Greater New Haven co-hosted a discussion with local experts on meeting basic needs and the role of philanthropy.

The Community Foundation welcomes Liana Garcia ›

The Community Foundation for Greater New Haven is delighted to welcome Liana Garcia as director of gift planning.

An Easier Way for You to Be a Philanthropist ›

As the year comes to an end, you've probably written multiple checks or swiped your credit card many times to support your favorite causes. Maybe it's time to create a donor advised fund at The Community Foundation.

New Philanthropic Tool Available for Donor Advisors ›

As part of The Foundation's Mission Related Investment work, Donor Advisors can soon choose to invest in The Foundation's Nonprofit Loan Pool, which will make low-interest, short-term loans available to nonprofits that need capital or a line of credit. ​​​​​

Scholarships Awarded From Milton Fisher Fund ›

A total of $120,000 distributed as seven four-year scholarships; an additional $2,500 distributed as five honorable mention scholarships.

Salute to Fellow Nonagenarians: Ruth and Charles Grannick ›

In 2018, The Foundation celebrated its 90th anniversary, we were honored to be in the company of these amazing 90(plus)-year-old donors: Ruth and Charles Grannick.

Weston-Murphy Family Fund ›

"This is our way of responding": The Weston-Murphy Family Fund est. 2017 by Dorothy and Glenn Weston-Murphy.

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