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

LEAP Rises to the Occasion to Help New Haven Youth ›

LEAP is developing New Haven youth into leaders and mentors, while giving them a place to excel in academics and athletics.

U.S. Foundation Giving Reaches an Estimated $54.7 Billion in 2013 ›

Record-High Level of Giving Continues to Grow Just Ahead of Inflation

More than $2.4 Million Awarded to Greater New Haven Nonprofits by The Community Foundation ›

Grants support the full range of local charitable activity, including programs that serve the region's homeless, help stabilize families in transition, support immigration integration, provide emergency support to seniors, help formerly incarcerated individuals and more...

Charitable Giving Trends of 2013 ›

Giving USA reports that Americans are a generous people.

Sample Bequest Language ›

A bequest is a gift of personal property (such as cash, stocks, tangible property, etc.) made after death, generally through a will or other estate plan. Including a charitable bequest in your will is a simple way to make a lasting gift to your community.

New Haven Clothier Supports the Arts ›

The David T. Langrock Old Masters Art Fund was established as a preference fund at The Community Foundation. In keeping with the intentions of the original Foundation, the Old Masters Art Fund encourages and promotes classical art and the study of classical art in the Greater New Haven area.

General Fund Supports Most Pressing Needs and Opportunities ›

In 1948, Frederick Foster Brewster anonymously endowed a General Fund. It has been said that Brewster wanted "to encourage more gifts to The Foundation as memorials," and to give every citizen the opportunity to contribute to the Greater New Haven community's permanent endowment.

Take These Easy Steps for Effective Philanthropy ›

You may have questions about your role as a philanthropist and how you can impact your community. We have some answers.

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