Professional Advisors

Materials from the Council

You can request one free copy of each of the following for use in your practice or business: 

Connecticut Toolkit for Giving: Developed by the Council, this publication helps prospective donors explore the myriad of charitable giving options available. Available in print and in an online version.

Giving in Connecticut: This Council publication provides updated and comparative data on giving by Connecticut’s residents, foundations, businesses and federated funds from 1995 to 1999. Giving in Connecticut is also available online.

On-line Materials: The Council’s Why, Who, When and How can provide information to support you as you advise your clients about philanthropy.   

Other Materials

New Tithing offers the PrudentGuide set of web tools to help your clients enjoy greater, more effective philanthropy. About Giving offers justification for philanthropy from both a client-centered and larger societal perspective. What's Prudent? can help you determine the appropriate gift based on client wealth. The PrudentPal™ Charitable Giving Calculator can help potential donors determine what level of charitable giving is comfortable for them. Non-Profit Gauge presents eighteen questions clients can ask a nonprofit prior to donating. 

Inspired Philanthropy.  Use this workbook as a catalyst for clients interested in social change to direct their charitable giving based on their values.

Written by New Tithing’s Claude Rosenberg, Wealthy & Wise can help you guide wealthy clients’ philanthropic interests in a budget- and inflation-conscious manner.

Other Helpful Publications

Family Foundations and the Law by John A. Edie (available from the Council on Foundations) gives detailed information on legal, tax, grantmaking, and administrative issues for family and private foundations.   

First Steps in Starting a Foundation by John A. Edie (available from the Council on Foundations) provides donors and their advisors with descriptions of options available for starting a foundation, including community foundations, the three types of public charities, and six types of private foundations.   

The Foundation Desk Reference: A Compendium of Private Foundation Rules (available from the Southeastern Council on Foundations) summarizes the rules in the federal tax code that govern the operation of private foundations in the United States.   

Foundation News & Commentary (available from the Council on Foundations) is a bimonthly magazine informing subscribers of current issues affecting philanthropy.   

The Handbook on Private Foundations (available from The Foundation Center) is a manual on daily management and the broader dynamics of foundation work for foundation board members and staff. It includes information on the history of foundations, basic grantmaking procedures, grantor-grantee and public relations, and investments. Appendices provide checklists, sample forms and letters, legal requirements, and information on program-related investments, expenditure responsibility, and director and trustee compensation.   

Money Talks, So Can We (available from the Impact Project) was written for inheritors and entrepreneurs in their twenties. This Impact Project publication offers advice on personal, technical, political, and philanthropic issues for those newly contemplating the impact of wealth. 

Operating Basics for Small Foundations by Martha A. Toll (available from the Council on Foundations) is intended to help volunteers at small and private foundations balance foundation management with responsiveness to the public by providing an overview of foundation operations and legal and philosophical issues. 

Philanthropy (available from The Philanthropy Roundtable), a bi-monthly magazine, promotes effective charitable giving with information on successful charities. 

Resources for Family Philanthropy, National Center Journal Volume I: Finding the Best People, Advice and Support (available from the National Center for Family Philanthropy), the first of the three-part Journal series on family foundations, is one of many NCFP publications tailored to family foundation issues. Journal Volume I is a compilation of essays, with sample forms and letters, on reviewing and evaluating resources that will help sustain giving programs. 

Starting a Private Foundation by Paul K. Rhoads and Stephanie H. Denby (available from The Philanthropy Roundtable) provides information for donors on tax implications and restrictions, identifying and establishing the donor’s mission, foundation structure, and operations from the planning to initializing stage.