We can help you fulfill your clients’ charitable giving goals
Estate attorneys, wealth managers, accountants, and financial advisors: We offer you deep expertise, flexible giving options, and valuable local knowledge to help your clients effectively navigate their philanthropic journeys. We also provide resources just for professional advisors, so you can grow your practice and enhance your client relationships.
Why partner with us?
Working with the Community Foundation is a partnership with lasting benefits for you and your clients—and fosters a more vibrant Fairfield County.
Access to local, trusted experts in charitable giving
We offer professional advisors access to exceptional expertise. Our team is well-versed in the intricacies of charitable giving, ensuring you and your clients can make informed, tax-wise decisions.
Tailored and effective giving strategies
We work closely with you to create customized charitable solutions to match your clients’ values and financial plans.
A flexible range of giving options
Whether it’s establishing a donor-advised fund, structuring a legacy gift, or giving a non-cash asset, we can deliver the right tools to serve your clients’ needs.
Insights about local organizations doing the best work
Drawing from our deep roots in Fairfield County, our grants team can guide donors on giving to community nonprofits successfully tackling community challenges.
Streamlined charitable administration
When you work with us, we take care of grant management, paperwork, and compliance — allowing you to focus on what you do best.
Advisor managed funds
You can provide your clients with all the benefits of a fund at Fairfield County’s Community Foundation while you continue to manage their charitable assets.
“The Community Foundation has been a great resource for my clients who know their basic philanthropic goals but have trouble deciding where to make specific gifts. The Community Foundation’s field of interest funds relieve them of the burden of searching out effective organizations and programs, and gives peace of mind that their good intentions will be carried out.”
Jevera Kaye Hennessey
Kaye and Hennessey, LLC
Our Approach
We engage with you one-on-one to help meet your clients’ philanthropic needs and maximize their impact in Fairfield County and beyond.
Initial consultation
Through in-depth conversations, we take the time to understand your clients’ charitable aspirations, financial circumstances, and tax considerations. Together, we craft a strategic giving plan tailored to their unique goals.
Ongoing support for individuals and families
Ongoing service is among our top priorities – for generations of family members, if they prefer! Over time, we keep you and your clients abreast of giving options and philanthropic trends. Our aim is for your clients’ charitable giving to remain effective and fulfilling and make a positive difference.
News and success stories
Through regular reports and inspiring success stories, we demonstrate the real change your clients are driving in our community. You’ll hear from us about the local nonprofits effectively tackling community challenges.
Explore our services
Enter your email to download a guide to our fundholder services, investing options and more.
Ready to start a partnership that drives positive change? Contact us.
Grow your practice. Provide more valuable resources to your clients in fulfilling their philanthropic goals. Partner with us! Contact Joseph Collin, Vice President of Philanthropy, at (203) 750-3211 or JCollin@FCCFoundation.org.
