Consultants/Advisors

Foundation Planning Guide

The Foundation Planning Guide covers 14 scenarios that high-net-worth clients commonly face that directly affect their investment planning, tax and estate planning, and charitable planning, and it shows how a private foundation can be used to address them.

PowerCheck: Community Organizing Capacity Tool

"PowerCheck: a tool for assessing community organizing capacity" is a free online tool that makes it easy for nonprofits, evaluators, and funders to assess capacity to engage in community organizing, plan successfully, and track progress over time.

Opening Up: Demystifying Funder Transparency

Grant Craft's guide explores how transparency can strengthen credibility, improve grantee relationships, facilitate greater collaboration, increase public trust, reduce duplication of effort, and build communities of shared learning.

Quick Facts about Philanthropy in Connecticut

This one-page report gives you quick information about Connecticut individuals' itemized and estate giving and basic information about Connecticut foundations, including their number, size and annual giving.

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