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Professional advisors throughout Fairfield County turn to us when client discussions include philanthropy. We help you guide your clients in making a difference with philanthropy that's rewarding, effective and easy.
You provide professional direction as clients choose from multiple giving options, and whether to give during their lifetime or through a bequest. We provide advice on strategic giving, connect them with sound, effective nonprofit organizations and handle their paperwork.
We are known for our:
- Broad understanding of community issues and needs
- Deep knowledge about local and regional nonprofit organizations
- Personalized service tailored to our fundholders' charitable passions and financial interests
- Community leadership in tackling critical regional issues, such as affordable housing, the achievement gap, immigration integration and economic security for low-income working women
To learn more about how you can help your clients make a difference, contact Sharon Reiss, Director of Development, at 203.834.9393. |
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