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 - From this section, you can print information sheets for your clients about topics including: simple steps to get started; what assets to give; and types of funds. You can also request a copy of our full Donor Kit (including our “Empowered Giving” brochure and information sheets).
• Form Library - This section includes gift forms and transfer instructions that you can adapt for use with your clients.