The Community Foundation for Greater New Haven Planned Giving :: Nettie J Dayton Circle Newsletter

New Haven Teacher Leaves a Legacy of Giving Back

In 2016 Mary Lowery honored her parents and the values they instilled in her by establishing the Lowery Family Scholarship Fund at The Community Foundation designated to support the New Haven Scholarship Fund, which provides college scholarships for New Haven students.

Are You Fully Leveraging the Power of Your Will?

Your will is the final expression of your values. The individuals, institutions, and causes that you remember in your will tell quite a bit about you.

Bequests Allow You to Make Gifts That Cost Nothing Now

Each year thousands of individuals, exercising their privilege to determine the final distribution of their estates, designate that a portion of their assets be used for the benefit and support of charitable organizations.

Flexible Trusts: Protect Your Business and Help Your Spouse

When a business interest constitutes a substantial portion of an estate and the surviving spouse has little knowledge of or interest in the business, special problems can arise.

Planning Can Make a Huge Difference to Your Loved Ones

In planning a will, you should first determine the loved ones and causes, such as The Community Foundation for Greater New Haven, that you wish to benefit - and then consider the options that will be most effective in preserving assets for your beneficiaries.

Thumbnail of the guide, Plan Your Bequests to Meet Your Family and Charitable Objectives

Get Your Complimentary Guide: Plan Your Bequests to Meet Your Family and Charitable Objectives

Make sure you decide who will receive your assets. Our guide explains how you can:

Choose the types of bequests that are best for your family.
Decide whether to add a trust to your will.
Help your spouse access additional funds if needed.
Plan your bequests to help your favorite charities.

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