Professional Advisors
We can help you serve your clients and the community.
New: Charitable lead trusts may provide benefits for clients
Charitable giving contributes to the health and strength
of any community. It can also provide individuals,
families and businesses with significant tax advantages
and other estate planning benefits. The Community
Foundation is eager to work with you to broaden and
enhance the services clients receive from you - always
respecting and working appropriately within the relationships
you have with your clients.
By adding charitable giving to the topics you discuss,
you will be providing an added service to your clients
and giving them the chance to experience the joy
of giving during their lifetimes and the satisfaction
of knowing that their impact will be felt long after
they are gone.
The Community Foundation is a public charity that
builds and manages charitable funds. Our mission
is to transform our region into a more vital, caring
community. We also seek to yield significant impact
with our grants on pressing local issues, and to
assist our charitable agencies meet their missions
with excellence and efficiency.
Most of our donors currently live in the 11 towns
we serve: East Lyme, Groton, Ledyard, Lyme, Montville,
New London, North Stonington, Old Lyme, Salem, Stonington,
and Waterford. Others live out of the region but
grew up here, summer here or believe in the importance
of what we do to enrich and serve our region.
In a nutshell, the Community Foundation helps those
who want to give well and wisely .
- It manages more than 200 individual funds with combined assets of nearly $30 million.
- It awards more than $1M in grants & scholarships to the community annually.
- It serves as a knowledge base on community issues and charitable giving.
- It is a leader and convener that connects community resources with pressing community needs.
