Professional Advisors Networking Event Fosters Connection and Collaboration
In July, the Jewish Foundation of Greater New Haven, Community Foundation for Greater New Haven, and the Valley Community Foundation hosted its annual Professional Advisors Networking Event. We welcomed attorneys, accountants, financial planners, wealth managers, and other trusted professionals from across the Greater New Haven area.
The event provided a warm and engaging space for professional advisors to connect with colleagues, exchange insights, and learn more about how the Foundation partners with advisors to support clients in creating meaningful, tax-smart giving strategies that align with their values.
“This event is about more than networking,” said Lisa Stanger, Executive Director of the Jewish Foundation. “It’s about building relationships with advisors who understand the power of philanthropy, and how legacy planning can shape our community’s future.”
Guests enjoyed light refreshments, dynamic conversation, and an overview of how the Foundation supports philanthropic goals through donor-advised funds, legacy planning, and charitable trusts, among other vehicles.
Guests from across Greater New Haven enjoyed an evening of meaningful connection at the Professional Advisors Networking Event.
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Here’s what other attendees have said:
“As an attorney working at a startup, it’s pretty easy to get caught in a bubble and forget about the other professionals working in the community in other industries. I would encourage others to attend as not just a great way to network, but to get to know the business community better.” Jason Frocht, Senior Account Manager, CLR Technologies Inc.
Professional Advisors Reception
July 16, 2025 at Haven Beer Company
Co-hosted by The Community Foundation for Greater New Haven, the Jewish Foundation of Greater New Haven and the Valley Community Foundation.
As a professional advisor, you recognize the pivotal role strategic philanthropy plays in client financial planning. Community Foundations like ours provide a unique platform to enhance your clients’ charitable impact while aligning with their financial goals.
I encourage you to follow us on social media, and visit our website often, as we will have ample opportunities like this to earn CEU’s, network, and staying informed as you grow your client base and aid them in financial planning.
We would love to be your valued partner in helping your clients achieve their philanthropic goals effectively.