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

Report to Our Community 2017-18 ›

2018 marks The Foundation's ninetieth anniversary. Even if our challenges are different as we enter our tenth decade, we remain steadfast in our resolve to build community philanthropy as a force for progress in Greater New Haven. Read the 2017-18 Report To Our Community.

90 Years of Being There “From The Start” ›

On the occasion of the 90th anniversary of its founding, The Community Foundation is proud to present a series called "From the Start" — a history of investing in good ideas and talented people.

Salute to Fellow Nonagenarians: Dag and Nancy Pfeiffer ›

In 2018, The Foundation celebrated its 90th anniversary, we're honored to be in the company of these amazing 90(plus)-year-old donors: Dag and Nancy Pfeiffer.

Tax Cuts and Jobs Act: What You Should Know ›

New tax law changes have you perplexed? We can suggest some strategic tools that maximize your charitable giving

Philanthropy in 2018 ›

What lies ahead? Read these interesting articles about the 2018 philanthropic landscape

There's Still Time to Start a Donor Advised Fund ›

As you finalize your year-end giving, we're ready to assist you.

Mark Your Calendar! ›

The Great Give® 2018 is set to run from 8 a.m. on May 1 through 8 p.m. on May 2, 2018.

Is This the Year and Now the Time? ›

It appears that tax reform will pass by year end. The Foundation can help you find the right charitable giving option for you.

Mission Related Investing in Greater New Haven ›

Building a stronger community by creating positive and sustainable social impact through direct investments in for-profit or nonprofit entities

Donor Briefing: Health Care Access: What We Heard, What We Can Do ›

Highlights from the Donor Briefing with panelists David Hunter, Frances Padilla and Michael Taylor, moderated by Kenn Harris on October 3, 2017 at The Community Foundation for Greater New Haven.

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A Call to Community

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