FOR ADVISORS

“The Community Foundation’s staff, technical resources and willingness to work as a team for the benefit of my clients is why I work with them.”

– Brendan Conry, Conry Asset Management, LLC

FOR ADVISORS

“The Community Foundation’s staff, technical resources and willingness to work as a team for the benefit of my clients is why I work with them.”

– Brendan Conry, Conry Asset Management, LLC

Your Partner in Philanthropy

Developing a charitable plan that meets your client’s financial and charitable wishes is no small task. As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge. The Community Foundation of Greater New Britain is here to help. We have the experience and expertise to be your partner in philanthropy.

In addition to the detailed information available to the right, we are pleased to offer another resource, The CFGNB Advisor, a timely, insightful e-newsletter powered by GiftLaw featuring the latest news from Washington, tax law updates, PLRs, case studies, timely articles and more. Sign up for this valuable tool by clicking here , and please be sure to visit our GiftLaw site today for this month’s latest insights.

For more information, to explore a donation option or discuss specific client goals, please contact Ann Bova, Senior Philanthropic Advisor, at 860-229-6018 x-302.

Why We Work With CFGNB

“I have had the pleasure of working with the Community Foundation in a variety of ways: as a volunteer, a donor, and as a liaison between the Foundation and my clients. The dedication, knowledge and understanding of the staff have always struck me as being among the Foundation’s greatest assets. My involvement with the Foundation has been fulfilling on both a personal and professional level.”

Robert A. Scalise, Jr., Esq.
Ericson, Scalise & Mangan, PC

“As a professional wealth manager we have many strategic partners, one of which is the Community Foundation. Their staff, technical resources and willingness to work as a team for the benefit of my clients is why I work with them.”

Brendan Conry, AIF, ChFC, CLU
Conry Asset Management, LLC

“When our clients, the Rogers Family of Southington, wanted to commemorate the Orchard’s 200th Anniversary and honor the legacy of the late Frank “Bud” Rogers, the Orchard’s 6th generation owner, by establishing a scholarship for local students, my recommendation was that the family entrust an undertaking of this nature to the Community Foundation. The Foundation has a good track record with a number of other funds in town, is very experienced in managing endowed funds like these, and people have confidence in them.”

Frank Miller, CPA
Miller, Moriarty & Company, PC