Professional Advisors

 

Resources for your clients

CLIENT MATERIALS

 

The Council has materials available for you to pass on to your clients to help them frame their philanthropic vision, including the Connecticut Toolkit for Giving (available in print and in an online version).

 

Options and Opportunities in Family Philanthropy is a Council on Foundations publication that will help you discuss options with your clients who may be interested in establishing a program of family or private philanthropy. Contact the Connecticut Council for Philanthropy ccp@CTphilanthropy.org or 860-525-5585)to order one free copy.

 
CONNECTICUT COMMUNITY FOUNDATIONS

 

Many Connecticut community foundations have professionals either on staff or available to assist your clients in supporting the communities where they were born, where they work, or where they live. Find the foundations in which your clients might be interested here.

 
FAMILY FOUNDATION NETWORK

 

Your clients’ participation in the Council’s Family Foundation Network can help to support their charitable work. The Network is an informal group of new and established family foundations that meet to discuss common issues. Contact the Council ccp@CTphilanthropy.org or 860-525-5585 for more information.

Resources for you

PLANNED GIVING DESIGN CENTER

 

The Planned Giving Design Center (PGDC) provides professional advisors with resources to use when advising clients in areas of charitable gift and estate planning. The links below will take you to community foundations in your geographic area to access the PGDC:

INDIVIDUAL GIVING STATISTICS 

 

The Council gathers and analyzes data pertaining to philanthropy from the Internal Revenue Service, based upon individual income tax returns filed by Connecticut residents and estate tax returns filed by Connecticut estates. These statistics are now available online.

 
RESEARCHING CHARITIES WITH GUIDESTAR 

 

Guidestar  is an online database providing program and financial information on more than 850,000 U.S. nonprofit organizations. Charities can be searched by name, subject, state, zip code, or other criteria. Guidestar also has a tutorial for understanding IRS Form 990.