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

Hunger: A Continuing Problem ›

There is an ongoing hunger crisis in the United States and the food security net is more needed than ever.

Threats to Immigrants Impact Us All ›

Recent federal immigration policies put this community under a heightened risk of deportation, potentially destabilizing Greater New Haven families, friendships, neighborhoods, businesses, and communities.

The Community Progress Report 2016 ›

The Community Progress Report uses the latest economic, demographic, educational, health, and well-being data to provide benchmarks that identify strengths to build on and challenges that need to be addressed.

Community is All About Connection ›

Twenty-nine percent of Foundation donors responded to a 2016 survey. The words used most often to describe The Foundation were: Responsive. Committed. Engaged. Professional.


A Cool Place to Do Cool Things ›

Connecticut's oldest independent circulating library is a center of culture in New Haven.

The Tina Yao Fund ›

Est. 2015 by Nancy Yao Maasbach.

Nonprofits inspire generosity during The Great Give® 2016 ›

Nonprofits around the region gained donors and exposure through the The Great Give® 2016.

Collaborating to End Homelessness ›

Prompted by a new federal law, homeless providers are now collaborating to streamline the application process and move people into housing as quickly as possible.

2015 Giving in CT $4.66 Billion ›

Lifetime Gifts and Bequests from Individuals Account for 78% of Total

Anthropology, Architecture and Giving Back ›

The Nicholas D. Ohly & Sara Huntington Ohly Fund reflects the Ohly's passion and commitment to community.

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