Tools & Resources

Your first resource at the Hartford Foundation is our professional staff. The Foundation's Philanthropic Services team is always available to consult with you, your staff, and/or your clients. Ask us for information, ideas, and technical assistance. You can pick up the phone, send us an email, stop by our office, or we'll come to yours. We're here for you!

Online tools and resources include:

• Planned Giving Design Center - An interactive repository of the latest news stories, feature articles, technical reports, case studies, calculators, rates and tables, sample forms, and discussion forums, all geared for the professional advisor community
• Information for Your Clients - Print information sheets for your clients about topics including: simple steps to get started; what assets to give; and types of funds; or request a copy of our full Donor Kit
• Form Library - Gift forms and transfer instructions that you can adapt for use with your clients
• Giving Advice - A periodic newsletter for professional advisors from the Hartford Foundation
  
• Videos - Interviews with and tips from experts in the planned giving field about a variety of helpful topics
  
• Helpful Links - A list of useful websites
• Frequently Asked Questions - Answers to many of the common questions that professional advisors ask