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For Professional Advisors |  |
How to Guide Clients in Philanthropy that's Rewarding, Effective and EasyProfessional 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 Linda Franciscovich, Vice President of Development and Philanthropic Services, at 203.750.3200. |
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Learn More
Download materials to give to your clients.
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Making a Difference
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In Their Own Words
“The Foundation is an obvious consideration whenever charitable giving in Fairfield County is discussed.”
Carl J. Zuckerberg,
CFP, AIF
Relyea Zuckerberg Hanson, LLC
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How much is enough to leave my heirs? 
