Tap into the resources at the Hartford Foundation to help your clients address the issues, communities and causes they care about most, while gaining maximum tax benefits.
We can help you craft personalized philanthropic solutions that suit your clients’ individual financial situations and fulfill their deepest charitable intentions.
Why partner with the Hartford Foundation?
- We are a trusted resource. The Foundation has longstanding relationships with professional advisors who rely on our expertise, fiscal responsibility and unmatched knowledge of the Greater Hartford nonprofit community.
- We provide as little or as much support as you need. Your clients are your clients. We are here to support you, which we can do either behind the scenes or at the table with your clients.
- We handle the details. In addition to meeting with clients, the Foundation provides a range of services, including assistance with research questions, sample language for gifts, and help with customized gift calculations and illustrations.
Have a client interested in leaving a lasting legacy? Use these resources to help them reach their charitable goals.
Suggestions for how to bring up charitable giving with your clients, as well as answers to common questions.
Interviews with local professional advisors about how they have helped their clients using specific charitable planning tools.
Helps professional advisors develop and implement philanthropic plans by providing content, commentary and planning tools.
Options for how to structure your clients’ best gift – one that brings their philanthropic plans to life and benefits their communities.
An overview of the Foundation’s many fund types. Your clients may create one fund or multiple types of funds, depending on their goals and the amount they plan to give.
The types of assets that are accepted, and how to determine which works best for your clients’ philanthropic plans.