Scenarios that suggest a handful of ways in which the Hartford Foundation works with advisors to develop a plan for a client.

If you need guidance on structuring lifetime and testamentary gifts to the Foundation or want to know how to establish different types of funds at the Foundation, this will help. In consultation with our staff, you can adapt these gift forms and transfer instructions to suit your purposes and your client¿s particular needs.

No one knows your clients the way you do, and nobody knows philanthropy the way we do. By tapping into the resources of the Hartford Foundation, you can craft personalized philanthropic solutions that suit your clients¿ individual financial situations and fulfill their deepest intentions for charitable giving. This section shows how.

Ways to begin discussing philanthropy with your clients, including specific questions to ask and replies to common client questions.

Need guidance on structuring lifetime and testamentary gifts to the Foundation? Want to know how to establish different types of funds at the Foundation? In consultation with our staff, you can adapt these gift forms to suit your purposes and your client¿s particular needs.