Records Retention Policy
Publication date:
03/2006
The formal records retention policy of the Council.
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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 ...
Code of Ethics
Publication date:
06/2005
The Council's Code of Ethics was adopted by the board in June of 2005.
Effective Practice
The continuing public discourse and introspection about what it means to be accountable, transparent and effective ...
Giving Story: Andrew Carnegie
Connecticut Libraries A classic example of philanthropy in action is the Carnegie Library, as basic an ... out the proper form, stating the town’s population and what library facilities already existed, and promising that ...
Due Diligence Done Well - A guide for grantmakers
... and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker. Due Diligence ...
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.
Ways to talk about philanthropy with your clients
... like to continue after your death?" "Have you considered what would happen to your assets if your spouse or children ... "If your children were to write your epitaph, what would it say about you? Would it match what you would say? What ... to you." If your clients are interested in including philanthropy in their plans but are unclear about a ...
Ten questions you should ask your clients
... to leave assets to your children? If so, how much and in what fashion? Can they handle financial asset ... to leave assets to grandchildren? If so, how much and in what fashion? Can they handle financial asset ...
Ten reasons to discuss philanthropy with your clients
It's good for society, it's good for your clients, it's good for your business, and ... meaning to their wealth, or simply to do good. Discussing philanthropy with your clients can be done unobtrusively, in ...
Philanthropy Basics
What is philanthropy? The origin of the word ... investments or distributions, while the host institution takes care of the financial paperwork, including cutting the check and sending it to the charity or charities of the donor's choice. ...
Philanthropy Glossary
... may maintain close ties with its parent company, it is an independent organization with its own endowment and ... with whom they have a relationship. The policy details what is—and what is not acceptable behavior on the part of ... Tax-exempt: Refers to organizations that do not have to pay taxes such as federal or state corporate or income taxes, ...
Tools and Resources for Professional Advisors
... for Giving Developed by the Connecticut Council for Philanthropy, this publication helps prospective donors ... and need as a grantmaker and not asking for so much that it places an undue burden on the grantseeker. Planned Giving ... Gersick and his team at Lansberg Gersick and Associates. It explores continuity and leadership in family foundations ...
Kate Miller Honored by Council for Philanthropy
Release Date:
05/24/2012
... 2012 Martha S. Newman Award by the Connecticut Council for Philanthropy . Kate, a resident of West Hartford, was honored ... who never forgets that we as foundation staff are not what it is all about; rather, she understands that we are here to ...
Betty Hale Honored by Council for Philanthropy
Release Date:
05/24/2012
... 2012 John H. Filer Award by the Connecticut Council for Philanthropy for her leadership in promoting private action ... Nancy Roberts, president of the Connecticut Council for Philanthropy. The award honors the life and work of the late ... and who helped reassert the American commitment to private philanthropy in the 1970s. Each year, the award recognizes an ...
Criteria, Eligibility and Nomination Forms for the Newman Award
... Community Foundation Criteria The Connecticut Council for Philanthropy will recognize an individual for his/her ... Current members of the Connecticut Council for Philanthropy’s board of directors and members of the award ... S. Newman Award. Selection The Connecticut Council for Philanthropy will appoint a committee to review nominations ...
Criteria, Eligibility and Nomination Forms for the Filer Award
... - Carolyn Foundation Criteria The Connecticut Council for Philanthropy will recognize individuals for their leadership ... serve as a model and inspiration to others in promoting philanthropy and solving societal problems. Eligibility ... materials. Current members of the Connecticut Council for Philanthropy’s board of directors and members of the award ...
Philanthropy Awards
... or grantmaking organization for sustained innovation in philanthropy. This award will be given during CCP's Annual ... serve as a model and inspiration to others in promoting philanthropy and solving societal problems. Learn more about ... the Nancy P. Roberts Award for demonstrated innovation in philanthropy to honor Nancy's outstanding contribution to ...
The Charitable Deduction in Connecticut
Publication date:
03/2016
Individual Connecticut residents donated $3.66 billion to charities in 2013 either through bequests after death ($352 million) or while alive.
Advocacy Resources
... that affect nonprofit organizations and foundations, it is critical to communicate to them the unique value and ... Tools to Educate Candidates and Elected Officials About Philanthropy, including suggested talking points, a template ... Defined for Private Fundations This fact sheet explains what activities count as lobbying under federal tax law for ...