Professional Advisors
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. The following information 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
In This Area
- Become an Associate Member
Associate Members are individuals who are attorneys, accountants, financial and estate planners, investment advisors and CLU insurance professionals who advise on philanthropic and financial planning in Connecticut. Learn about membership eligibility and how to become an Associate Member. - Associate Member Directory
Connecticut Council for Philanthropy's associate members are listed with their name, town and where available, a link to their website. - Why, Who, When, and How
Gives you the Why, Who, When and How to discuss charitable giving with your clients. - Tools and Resources for Professional Advisors
Access tools to support your work with your clients. - Resources for Clients
Access materials to pass on to clients. - Links to Philanthropic Resources
Find links for periodicals on philanthropy; organizations that support charitable giving; research on charitable giving; and professional advisors support and training providers. - Professional Advisor Networks
Find association links for networking, professional development opportunities and ethical practice standards.
Links
- Foundations and Their Role in Philanthropy
Foundation Center's free webinar gives you the answers to the most frequently asked questions about a little-understood vehicle for philanthropy: foundations. 60 minutes. - Tax Cut Deal Could Benefit Charities - New York Times
February 9, 2011 (NEW YORK, NY) Although many critics have denounced the tax deal reached in December by Congressional leaders and the Obama administration as tax cuts for the rich, personal wealth advisers who specialize in philanthropy also foresee benefits for charities.