Tools and Resources for Professional Advisors

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


Facts, Figures and Trends
The Connecticut Council for Philanthropy provides several profiles of giving and philanthropy in Connecticut, including Quick Facts About Philanthropy in Connecticut and Connecticut Estate Information.

Foundations & Donor-Advised Funds
Can Foundation Management Be Done Smarter? A Foundation Source publication.


Key Facts on Family Foundations
The Foundation Center gives the lastest facts on family foundation giving, a 2012 report with 2010 grantmaker data.



Due Diligence Done Well - A guide for grantmakers
This Grantmakers for Effective Organization's (GEO) publication argues that doing due diligence well means striking a balance between obtaining the information you want and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker.

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.

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.


Inspired Philanthropy: Your Step-By-Step Guide to Creating a Giving Plan
Use this workbook as a catalyst for clients interested in social change to direct their charitable giving based on their values.



Starting a Private Foundation
Authored by Paul K. Rhoads and Stephanie H. Denby, this publication provides information for donors on tax implications and restrictions, identifying and establishing the donor’s mission, foundation structure, and operations from the planning to initializing stage. Available from The Philanthropy Roundtable.


Topical Resource List
The Foundation Center provides this resource list for anyone who wants to know more about foundations, their giving, and their role in philanthropy and the nonprofit sector.