Advisor Tool Kit


The Connecticut Community Foundation has resources and staff to help you help your clients.

Visit GiftLaw for more information, or download our helpful documents:

GiftLaw
 

includes Washington Updates, PLRs, Case of the Week and Article of the Month.

Gives professional advisors the ability to produce complete IRS-qualified charitable deduction worksheets for the most common gift models.
 

We can help you meet your clients' needs
 

Planned Gifts and Bequests
 

     Suggested Bequest Language

     Charitable IRA rollover information and sample letter to IRA administrator

     Charitable Gift Annuity Rates Single
     Charitable Gift Annuity Rates Joint

     Suggested Trust Language

 


Fund Information

    Permanent donor advised funds
    Non-permanent donor advised funds 
    Donor advised fund grant recommendation form
    Compare donor advised funds - private foundations


Other Information