Nearly forty years of partnering with professional advisors
No matter what your clients' charitable goals are, the Community
Foundation of Northwest Connecticut can help attain them. We offer
advice and tools that enable you to personalize the services you
provide to your clients, while respecting and working within the
relationship you have developed.
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Wealth Management
We ensure that your clients receive the maximum tax benefit from their
gifts and we work to satisfy your clients' tax planning needs. The
Foundation can also help integrate charitable giving within estate and
financial plans as a wealth management strategy, while allowing your
clients to support the charities of their choice.
Neutrality
We are experts on charitable giving options and we act as a resource to
put you and your clients in touch with the full range of charitable
organizations that serve the varied life of the community. The
Community Foundation is not the object of your clients' philanthropy
but provides the vehicle to fulfill their charitable objectives. They
don't invest in our Foundation; they invest through it.
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Flexibility
The Foundation provides flexibilities (and controls) that exist to
protect the interests of your clients while maximizing the impact and
value of their gifts. We can facilitate the most complex forms of
giving, including gifts of personal property and real-estate.
Financial Management
The Community Foundation provides expert
stewardship for its growing endowment, imposing responsible safeguards
to ensure that contributions will be preserved and earnings will be
maximized over time. An independent audit provides for an objective
evaluation of our financial position and investment policy annually.
Knowledge
An experienced and knowledgeable staff and Board of
Trustees, who share a deep commitment to the well-being of the region,
monitor all areas of community need, including human services,
education, the environment, healthcare, the arts and economic
development. We can help your clients learn more about local agencies
and programs that make a difference in the areas they care about most.
Leadership
We invest in the long term and bring people and
organizations together, convening and collaborating to address local
issues and community opportunities. Our mission is to improve the
quality of life for all northwest Connecticut residents.
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