Client Resources

A small seedling emerges from the dirt.

The Guide to Giving

The Guide to Giving provides answers to questions that arise in conversations with thoughtful, creative givers like you. The Guide explores topics including:

• Is charitable giving important to me?

• Do I want to give many small gifts or fewer large gifts?

• How long do I want the impact of my gifts to last?

• Which types of gifts are best for me: cash, stock, insurance policies, in-kind, etc.?

• Should I consider a bequest in my will?

• Is my legacy something I care about?

The CharitableAdvisor 

A print newsletter that features interviews with local professional advisors as well as timely news and case studies 

Leveraging the Charitable Impulse

A brochure describing common fund types and the benefits of giving with a community foundation

Estate Planning and the Common Good

A brochure that explores planned giving through a bequest, including benefits to donors, their heirs and their community

Sample Bequest Language

Sample language for leaving a bequest to the Northwest Connecticut Community Foundation

Deduction Calculators

Deduction calculations are available for gift annuities, remainder unitrusts, remainder annuity trusts and lead trusts. These calculations are provided solely for educational purposes and are not professional tax or legal advice. Individuals should consult a qualified professional advisor about their specific situation.



Contact your Community Foundation staff at: (860) 626-1245 to discuss your clients' charitable giving options and goals.