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Sign on Form - Guiding Principles for Connecticut Grantmakers

Haven't signed on the Guiding Principles for Connecticut Grantmakers? Use this form to show that you subscribe to the eight principles, and send it to the CCP office. Your organization will be listed with funders who have already signed on.

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Best Practice

Application

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Board/Trustees

CCP Members

Executive Staff

Topic(s):

Standards, Codes, and Ethics

Accountability Self-Assessment Tools for Staffed Private Foundations

... a foundation tabulate its responses. Self-Assessment Tool Glossary A glossary of key words and concepts used in the ... any of the topics and issues covered in the tool. The resources in the list are grouped by the same topics and ...

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Administration and Management

Standards, Codes, and Ethics

Grantmaking

Accountability Self-Assessment Tools for Unstaffed Private Foundations

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Administration and Management

IRS Clarifies Rules for Grants to Organizations that Lobby

Publication date:

12/2004

A letter from the IRS clarifying how foundations can support grantees that engage in lobbying and election-related activities.

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Tax and Regulatory Issues

Standards, Codes, and Ethics

Self Dealing: A Concise Guide for Foundation Board and Staff Guide

Publication date:

01/2006

... common problem areas, exceptions, penalties, and resources. Self Dealing: A Concise Guide for Foundation Board ...

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Standards, Codes, and Ethics

10 Common Errors to Avoid in Completing A Private Foundation's 990-PF

Publication date:

04/2004

A guide for tax preparers of the 990-PF, this publication highlights those areas most commonly completed incorrectly and provides explanations and directions for proper completion.

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Standards, Codes, and Ethics

What You Should Know Before Signing Your Oganization's Form 990-PF

Publication date:

04/2004

A guide for foundation officers who sign the Form 990-PF. This resource helps top officers to understand the important safeguards they should undertake before signing the tax return.

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Standards, Codes, and Ethics

Emergency Succession Plan Template and Contact Inventory

The Center for Nonprofit Management has developed an Emergency Succession Plan Template that includes plans for short-term, long-term and permanent executive director changes.

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Executive Director Tenure and Transition in Southern New England

Publication date:

01/2004

A report resulting from a survey of 800 nonprofit organizations in Connecticut, Massachusetts and Rhode Island in regards to the changing nonprofit executive leadership in the three states.

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Leadership Development and Emergency Succession Plan

Publication date:

03/2011

This document outlines a leadership development and emergency succession plan for the Council in the event the president is unable to fulfill her duties.

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Standards, Codes, and Ethics

Executive Leadership Succession Policy

Publication date:

11/2007

This document outlines the policy and its related procedures for the Council's eventual permanent change in executive leadership.

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Topic(s):

Standards, Codes, and Ethics

Compensation Determination Policy

Publication date:

12/2008

The Council's policy regarding the process for determining compensation for key employees.

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Topic(s):

Standards, Codes, and Ethics

Records Retention Policy

Publication date:

03/2006

The formal records retention policy of the Council.

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Standards, Codes, and Ethics

Conflict of Interest Policy and Declaration Statement for Trustees

Publication date:

03/2003

... is reviewed and signed by every Connecticut Council for Philanthropy Director annually. Conflict of Interest Policy ...

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Standards, Codes, and Ethics

Code of Ethics

Publication date:

06/2005

The Council's Code of Ethics was adopted by the board in June of 2005.

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Standards, Codes, and Ethics

Effective Practice

... documents through which the Connecticut Council for Philanthropy’s (CCP) staff and board judge whether they ... a manner adequate to the public trust invested in them.

Giving Story: Andrew Carnegie

Connecticut Libraries A classic example of philanthropy in action is the Carnegie Library, as basic an ...

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Community Improvement & Capacity

Due Diligence Done Well - A guide for grantmakers

This GEO publication argues that doing due diligence well means striking a balance between obtaining the information you want and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker.

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Foundations & Donor-Advised Funds: Can Foundation Management Be Done Smarter?

Page Snow, Chief Philanthropic Advisor for Foundation Source, writes about the rise of outsourced philanthropic support solutions.

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Ways to talk about philanthropy with your clients

... to you." If your clients are interested in including philanthropy in their plans but are unclear about a ... of charitable giving options. Ways to talk about philanthropy with your clients ...

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