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.


Publications

Giving in Connecticut

Giving in Connecticut looks at charitable giving by Connecticut grantmakers and residents, including: individual giving through reported contributions, bequests made through estate giving, and foundation giving. Giving in Connecticut 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.

Resources

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.