Need guidance on structuring lifetime and testamentary gifts to the Foundation? Want to know how to establish different types of funds at the Foundation?
In consultation with our staff, you can adapt these gift forms and transfer instructions to suit your purposes and your client's particular needs.
To transfer securities to the Hartford Foundation, please contact Sally Weisman (firstname.lastname@example.org or 860-548-1888 x1019) for specific transfer instructions.
National experts talk about best practices, offer practical tips, and provide case studies for effective charitable planning.
Charitable Planning Techniques
Edward Beckwith discusses the most underutilized charitable planning technique and how he approaches charitable planning with his clients.
Charitable Remainder Trusts
Edward Beckwith on when to use charitable remainder trusts.
Charitable Lead Trusts
Edward Beckwith talks about how lead trusts differ from remainder trusts, and situations in which they might be most useful.
Non-Cash Assets and Charitable Planning
Bryon Clontz discusses why non-cash assets are important to charitable planning, and the benefits and potential barriers of gifting non-cash assets.
Key Questions to Ask About Non-Cash Assets
With Bryan Clontz
Closely-held business, limited partnership, capital asset.
With Bryan Clontz
Discussing Values with your Clients
Jerry Chasen offers tips on how to incorporate your clients' values into their estate plans.
Hartford Foundation for Public Giving makes this list of resources available without real or implied endorsement.
The Advisors Project, Inc.
A pro bono effort of Chasen & Associates, P.A., devoted to identifying advisor practices that are most effective in working with clients in ways that increase both philanthropic contribution and client satisfaction in that effort.
Association of Fundraising Professionals
An association representing nearly 28,000 members in more than 190 chapters throughout the world, working to advance philanthropy through advocacy, research, education, and certification programs.
The Chronicle of Philanthropy
Self-proclaimed as “the newspaper of the nonprofit world,” the Chronicle offers up-to-date reports on charitable giving and philanthropic trends.
Community Foundation locator
Connecticut Association of Nonprofits
A membership organization whose mission is to support and strengthen nonprofit organizations in building and sustaining healthy communities in Connecticut.
Connecticut Bar Association
Connecticut Council for Philanthropy
A nonprofit association of grantmakers committed to promoting and supporting effective philanthropy for the public good in Connecticut.
Connecticut Society of Certified Public Accountants
Connecticut State Board of Accountancy
The Council on Foundations
A nonprofit membership association of more than 2,100 grantmaking foundations and corporations in the United States.
Estate and Business Planning Council of Greater Hartford
An association of accredited professionals in four major disciplines: lawyers, bankers, financial planners, and accountants. Members are specialized in and dedicated to estate and financial planning for individuals and businesses and strive to provide a better understanding of the estate and financial planning process for their clients and the general public.
An online database containing information about nonprofit organizations, including mission, programs, finances and recent forms 990.
Internal Revenue Service
Leave a Legacy
A community-based program to help people learn about charitable giving through a will or from an estate.
National Center for Family Philanthropy
A nonprofit whose mission is to promote philanthropic values, vision and excellence across generations of donors and donor families.
National Council on Planned Giving
A network of more than 130 local planned giving councils that provide community-based education and networking. Members are planned and major gifts officers for charities, fundraising consultants, attorneys, accountants, financial planners, and other financial services professionals and donor advisors.
Planned Giving Group of Connecticut
An association of more than 250 fundraising officers and people in related professions, providing gift planning education, training and advocacy to development professionals, volunteers and donor advisors.