For Professional Advisors

Please contact our general counsel, Jane Wilton, with any questions at janewilton@nyct-cfi.org or (212) 686 - 2563.

Whether your clients are planning for their estates, selling a business or stock options, or managing an inheritance, you can help them achieve their charitable and financial goals by working with The New York Community Trust.

With expertise in planned giving, donor service, and grantmaking, we can work with you to tailor a charitable fund to meet your clients’ needs now or through their wills or deferred giving arrangements.

You get a cost-free resource. Since 1924, The Trust has worked with lawyers and financial advisors to help clients with their charitable planning.

You control the client relationship. We’re here to help extend the range of services you offer to your clients.

You get demonstrated expertise. Our legal, donor service, and grantmaking professionals are nationally recognized in their fields.

We take care of the asset transfers, make grants, handle all the record keeping and reporting, and provide your client with quarterly statements and acknowledgements of gifts and grants. More reasons to work with a community foundation>>

• Learn more about why attorneys and other advisors work with The Trust.
• Learn more about setting up a fund at The Trust for your client.
• Read frequently asked questions by professional advisors.