Client Resources

Client Resources

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?

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.

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?

Questions? 

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