Resources for
Charitable Giving
Whether you help to lead a nonprofit organization or you are someone who would like to support one, we are here to help. The resources below provide valuable information, tips and insights on how individuals can support important causes through strategically planned, tax-efficient giving strategies.
charitable giving guides
Charitable Giving Planning Options
Charitable Giving – What To Do Before You Donate
charitable giving articles
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2023 Five Star Wealth Manager Award
created by Five Star Professional. The 2023 Five Star Wealth Manager Award was created by Five Star Professional, and presented in November 2023 based on data gathered between February 2023 and September 2023. A total of 3,564 Connecticut-area wealth managers were considered for the award; 313 (9% of candidates) were selected to receive it. Wealth managers do not pay a fee to be considered or selected for the award, although they may choose to pay a fee for use of marketing materials. The award is not indicative of an advisor’s future performance, and your experience may vary. For more information about the award, visit fivestarprofessional.com.
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