Your Partner in Philanthropy
Developing a charitable plan that meets your client's financial and charitable wishes is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge. The Community Foundation of Greater New Britain is here to help.
From assisting you and your client as you prioritize charitable goals...to offering detailed analyses of the benefits of different types of funds...to assessing different ways family members can play a role...to considering establishment of your client's own private foundation, we have the experience and expertise to be your partner in philanthropy.
In addition to the detailed information available in the sidebar to the right, we are pleased to offer another resource, The CFGNB Advisor, designed specifically for professional advisors. The CFGNB Advisor is an e-newsletter powered by GiftLaw delivered direct to your inbox each month, featuring the latest news from Washington, tax law updates, PLRs, case studies, timely articles and more. This timely tool is sure to keep you up-to-date so you can help your clients achieve their charitable giving goals. Sign up for this valuable tool by clicking here, and please be sure to visit our GiftLaw site today for this month's latest insights.
For more information, to explore a donation option or discuss specific client goals, please contact Ann Bova at 860-229-6018 x-302.
Why We Work With CFGNB
“I have had the pleasure of working with the Community Foundation in a variety of ways: as a volunteer, a donor, and as a liaison between the Foundation and my clients. The dedication, knowledge and understanding of the staff have always struck me as being among the Foundation’s greatest assets. My involvement with the Foundation has been fulfilling on both a personal and professional level.”
Robert A. Scalise, Jr., Esq.
Ericson, Scalise & Mangan, PC
"As a professional wealth manager we have many strategic partners, one of which is the Community Foundation. Their staff, technical resources and willingness to work as a team for the benefit of my clients is why I work with them."
Brendan Conry, AIF, ChFC, CLU
Conry Asset Management, LLC
“When our clients, the Rogers Family of Southington, wanted to commemorate the Orchard’s 200th Anniversary and honor the legacy of the late Frank “Bud” Rogers, the Orchard’s 6th generation owner, by establishing a scholarship for local students, my recommendation was that the family entrust an undertaking of this nature to the Community Foundation. The Foundation has a good track record with a number of other funds in town, is very experienced in managing endowed funds like these, and people have confidence in them.”
Frank Miller, CPA
Miller, Moriarty & Company, PC