“Community foundations give advisors an incredible amount of flexibility... They effectively act like a third-party due-diligence arm that can help identify outlets for your clients' charitable dollars.” –Randy Fox, president of the International Association of Advisors in Philanthropy.

Professional Advisors

Developing a charitable plan that takes into account your client's financial and charitable needs 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.

At NCCF, we want to be a resource for you as well as a philanthropic partner for your clients. We consider attorneys, accountants, financial planners, insurance agents and other professionals who have relationships with donors to be our valued partners in charitable giving.

The New Canaan Community Foundation is here to help you with the donation process for your clients. As a professional advisor do you ask yourself, "How can I recommend charity without recommending a charity?" The answer is simple. Talk to your clients about giving through the New Canaan Community Foundation.

A community foundation is a single, trusted vehicle your clients can use to address the issues they care about most, while gaining maximum tax benefit under state and federal law. It is also a vehicle for developing legacy giving. The New Canaan Community Foundation offers a variety of giving options to meet your client's charitable goals – including the ability to set up a charitable fund in your client's name. A named fund can be custom-designed to support one or more charitable organizations. These funds can be given the name of the individual or family creating the fund. Funds also can be given the name of the charitable organization or purposes to be served. The fund will serve as a permanent legacy to your client's charitable intents.

Creating a charitable fund within the Community Foundation is a quick, easy and cost-effective way for your clients to provide for the future as they intend. Please contact us if we may be of help to you. We would be pleased to work with you in finding the right answer for your clients.