Individual and Family Philanthropy

Whether you are looking to make a difference close to home, support your favorite causes or involve your children and grandchildren in philanthropy, we serve as a knowledgeable partner.

We listen to your charitable desires, goals and passions, then help you create or refine your giving plan.

We connect you to causes that match your interests and values and introduce you to local nonprofits — large and small — that are achieving remarkable results. We share our insights and expertise on local issues, and introduce you to like-minded contributors and fundholders.

In addition, we free you from drudgery. We professionally steward fund assets, conduct due diligence, handle all reporting, and process grants to nonprofits in Fairfield County and across the country.

Options for Giving

There are many options for giving available to you, each designed to match your personal philanthropic goals and objectives.

Many families and individuals choose to establish and name their own charitable fund with us. Such funds give you access to the experience, expertise and deep community knowledge of the our staff, while maintaining control over your charitable giving.

You direct where gifts will be made, we handle the paperwork and introduce you to giving opportunities that match your interests and passions.

Learn more about your giving options.

Contact Us To Get Started

To learn more about your giving options, contact Juanita T. James, President & CEO, at 203.750.3200.