Solutions for Your Clients

We specialize in helping Fairfield County residents and companies make a difference in their own backyard with charitable giving that’s meaningful, effective and easy.

6 Solutions for Client Philanthropy

Your clients want to make a meaningful difference in their own backyard
Your clients need a major tax deduction
Your clients want to give anonymously
Your clients want help with their private foundation’s 5% payout
Your clients no longer wish to manage their private foundation, but want to continue their philanthropy
Your clients want to give more than they can afford right now

1. Your clients want to make a meaningful difference in their own backyard

They can establish a charitable fund with us, like a donor advised fund, then support their favorite causes close to home and anywhere in the world.

We differ from the commercial gift funds in five ways:

We listen to their charitable giving desires close to home and around the world
We help them create a giving plan
We introduce them to local nonprofits that match their desires and values
We advise them about new, local giving opportunities that match their desires
We invite them to briefings and events

Of course, we handle all paperwork and reporting, and oversee professional asset investment management.

2. Your clients need a major tax deduction

They can establish a charitable fund and receive immediate tax benefits. They can wait to recommend grants from the fund.

3. Your clients want to give anonymously

Those with a private foundation who want to make anonymous gifts can establish a donor advised fund and give anonymously. By establishing a fund, they gain access to our community expertise and knowledge about local nonprofits.

4. Your clients want help with their private foundation’s 5% payout

a) Clients can award all or part of the 5% payout with a grant to any of our regional initiatives or an existing fund at the Fairfield County Community Foundation.

b) Clients can establish a charitable fund with us, then place all or part of the required payout in the fund as a qualified distribution. They can wait to recommend grants from the fund. By establishing a fund, they gain access to our community expertise and knowledge about local nonprofits.

5. Your clients no longer wish to manage their private foundation, but want to continue their philanthropy

Clients can convert a private foundation into a donor advised fund. They experience the joy of philanthropy while we handle all of the administrative responsibilities.

6. Your clients want to give more than they can afford right now

They can remember their favorite cause or community in a planned gift or bequest to the Fairfield County Community Foundation. Or, they can assign the Community Foundation to give where the need is greatest.

To see how we can help you make your clients' charitable giving meaningful, effective and easy email Fiona Hodgson, Vice President of Development and Marketing, or call her at 203.750.3200.