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

Additional Development, Stewardship & Donor Services Contacts

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

Liana Garcia, MS, PMP
Director of Gift Planning

Download the Toolkit Here

Additional Resources

Disaster Relief for Puerto Rico and Mexico ›

The Progreso Latino Fund is partnering with a Latino-led global fundraising campaign to support disaster relief and rebuilding efforts in Puerto Rico and Mexico and assist evacuees who have come to Greater New Haven.

Taking Care of the Valley: A Strong Tradition ›

The Valley Gives Back™ website offers informative tools for a community-wide planned giving initiative.

Local Clinical Psychologist Replaces Departing Board Member ›

New Haven Mayor Toni Harp appoints Dr. Maysa Akbar to The Foundation's Board, as Emily Byrne resigns after receiving a fellowship that will take her to Germany.

A Good Place to Raise Children ›

Guilford and Branford Community Foundations release Community Reports, in partnership with The Community Foundation and DataHaven.

Men’s Consortium Heals, Informs ›

Established by New Haven Healthy Start, a program of The Community Foundation, the Men's Consortium is a space and place for men and fathers to come for resources, networking and support.

Another Class Graduates, College Bound ›

New Haven Promise offers a life-changing opportunity to hundreds of scholars.

How It Works: The Care-Coordination Service Model ›

Then, Now and Beyond: On its 20th anniversary, a look at how the New Haven Healthy Start program works.

Oct. 18, 2017 - The Latino Experience: Living in Two Worlds ›

The Progreso Latino Fund hosted a Forum featuring actor, writer and comedian Elizardi Castro to benefit the Latino communities recovering from 2017 Hurricanes and Earthquakes.

Planting Trees and Growing Community Leaders ›

For more than two decades, Urban Resources Initiative and the Community Greenspace program has helped volunteers around the city create safe and livable neighborhoods.

Social Media Rules of Engagement ›

We encourage public interaction and communication about the content we post on our social media accounts and expect respectful dialog from the community.

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