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:


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 
    Compare donor advised funds - private foundations

Other Information