Disclaimer

Neither the author, the publisher, nor Jewish Foundation of Greater New Haven is engaged in legal or tax advisory service. For advice or assistance in specific cases or whether to make certain a contemplated gift fits well into your overall circumstances and planning, the services of an attorney or other professional advisor should be obtained.

The purpose of this website is to provide general gift, estate, and financial planning information. Watch for tax revisions. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these types of gifts.

We do not collect or store any sensitive information through this website. When you send us an email, just remember that like any other email it is not secure, and therefore you should refrain from sending sensitive data such as social security numbers, credit card numbers, bank routing numbers, and the like.

Privacy Policy


At the Jewish Foundation of Greater New Haven we are committed to full legal compliance with respect to protecting the privacy of the information that you have entrusted to us.

The following is a description of what information we collect and how we use it.

The information we collect:

We collect non-public personal financial and statistical information about you from the following sources:
  • Application or other forms you complete and give to us
  • Transactions you make with us, our agents and sub-agents
  • Consumer reporting agencies

The information we disclose:

We do not disclose any non-public personal financial information about you to anyone, except as required by law.

Our security procedures:

We restrict access to non-public personal financial information about you to those employees who need to know that information to provide services to you. We maintain physical, electronic and procedural safeguards that comply with federal and state regulations to guard your nonpublic personal information.