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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2025 Five Star Wealth Manager Award
created by Five Star Professional, and presented in November 2025 based on data gathered within 12 months preceding the issue date. A total of 3,641 Connecticut-area advisors were considered, 236 advisors (6.5%) were recognized.. 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. award, visit fivestarprofessional.com.
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