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Tools and Resources for Professional Advisors
Connecticut Council for Philanthropy Library
Over 1,000 books and other resources are available to support advisors and their clients. To make an appointment to visit the library, please contact the Council at 800-437-1190 or ccp@CTphilanthropy.org.
Helpful Publications: A free copy of each of the following is available by contacting the Council at 800-437-1190; a charge may apply for multiple copies.
- Options And Opportunities In Family Philanthropy: A Guide for the Professional Advisor
Published by the Council on Foundations, this booklet will help you discuss options with your clients who may be interested in establishing a program of family philanthropy. - Starting A Private Foundation
Published by the Forum of Regional Associations of Grantmakers, this booklet describes the process for starting a private foundation. - Giving In Connecticut
Published by the Connecticut Council for Philanthropy, this booklet provides statistical information on individual, foundation, business and federated fund giving in Connecticut.
Tools
- Connecticut Toolkit for Giving
Developed by the Council, this publication helps prospective donors explore the myriad of charitable giving options available. - Statistics and Trends
Profiles of giving and philanthropy in Connecticut, including Connecticut Quick Giving Facts and Connecticut Estate Giving.
Links to Publications and Resources
- 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. - A New Take on Tithing
A International Journal of Not-for-Profit Law article by Claude Rosenberg and Tim Stone about helping guide wealthy clients’ philanthropic interests in a budget- and inflation-conscious manner. - Family Foundations and the Law: What You Need To Know
In a straightforward, question-and-answer format, this edition steers you through the complex legal issues that affect family foundations. Available from the Council on Foundations. - The Foundation Desk Reference: A Compendium of Private Foundation Rules
Summarizes the rules in the federal tax code that govern the operation of private foundations in the United States. Available from the Southeastern Council on Foundations. - Generations of Giving: Leadership and Continuity in Family Foundations
A groundbreaking study by Kelin Gersick and his team at Lansberg Gersick and Associates. It explores continuity and leadership in family foundations across time and generations. Available from The National Center for Family Philanthropy.
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