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

Highlighted Resources

Professional Advisor Resources

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.


Connecticut Giving Report >>

The Connecticut Giving Report looks at charitable giving by Connecticut grantmakers and residents, including: individual giving through reported contributions, bequests made through estate giving, and foundation giving. The report uses data from the IRS Statistics of income Division, the Foundation Center, and self-reported data gathered by CCP.





Connecticut Toolkit for Giving >>
Developed by the Connecticut Council for Philanthropy, this publication helps prospective donors explore the myriad of charitable giving options available.