|
As a professional advisor, you play an important role in providing opportunities for your
clients to achieve their charitable wishes. You may be charitable in your own right as a volunteer or
contributor, but you also have a unique chance to “ask the charitable question” of those with
whom you work. The Connecticut Council for Philanthropy has partnered with some of your colleagues
and professional associations to provide easily accessible resources to support you in this
work with your client. This website is a product of that partnership.
| “Helping our clients think about charitable giving has become an essential
part of our estate planning practice. It's good for our clients and it's good for our
firm."
-- Gina S. Linstone, Cummings & Lockwood
|
This website:
-
Gives you the Why, Who, When and How
to discuss charitable giving with your clients.
-
Provides tools to support your work
with your clients.
-
Provides philanthropic resources
for you and your clients.
-
Identifies links to other sites of
philanthropic interest.
-
Identifies associations for
networking and professional development opportunities.
|
