Connecticut Council for Philanthropy, Inc.
221 Main Street
3rd Floor
Hartford CT 06106
Contact Information
Address 221 Main Street
3rd Floor
Hartford, CT 06106-
Telephone (860) 525-5585 x
Fax 860-525-0436
E-mail ccp@CTphilanthropy.org
Web and Social Media
Mission
The Connecticut Council for Philanthropy (CCP) is an association of grantmakers committed to promoting and supporting effective philanthropy for the public good.
A Great OpportunityHelpThe nonprofit has used this field to provide information about a special campaign, project or event that they are raising funds for now.
CCP seeks to expand its membership and increase opportunities for funders to collaborate and partner on shared goals and objectives.  
A Great Opportunity Ending Date Dec 31 2017
At A Glance
Year of Incorporation 1969
Former Names
Coordinating Council for Foundations
Organization's type of tax exempt status Public Supported Charity
Organization received a competitive grant from the community foundation in the past five years Yes
Leadership
CEO/Executive Director Ms. Karla Fortunato
Board Chair Judith Meyers
Board Chair Company Affiliation Childrens Fund of CT
Financial Summary
Revenue vs Expenses Bar Graph - All Years
Statements
Mission The Connecticut Council for Philanthropy (CCP) is an association of grantmakers committed to promoting and supporting effective philanthropy for the public good.
Background

In 1969, the Council was started as the Coordinating Council for Foundations, serving the Greater Hartford community, by Jack Riege of the Knox Foundation, William Connelly of the Hartford Foundation for Public Giving, Sam Fuller with the Answorth Foundation at Hartford National Bank, Bill Graulty at Connecticut Bank & Trust Company, Allyn Bernard of United Bank, Dick Suisman of the Suisman Foundation, and Jerry Bartholomew of the Howard and Bush Foundation.

They were quickly joined by the Barnes Foundation, the Auerbach Foundation, the Koopman and Schiro Funds, the Hartford Courant Foundation and the Hartford National Bank.

Bob Merriman was the organization's Executive Director, and the first-year budget was $25,000 funded by grants from the Hartford Foundation for Public Giving and the founding foundations.

Their foresight in seeing the need for such an organization was rewarded when, shortly thereafter, the Tax Reform Act of 1969 was signed into law by President Nixon as a response to reports of foundation misuses of business holdings, failures to distribute funds for charitable purposes, self-dealing and other abuses. The act had a major impact on private philanthropy. It introduced a new classification system that sharply distinguished between ‘private foundations' and other charitable organizations. For private foundations it also introduced a new regulatory system, new regulatory sanctions, a new tax on investment income and new restrictions on the deductibility of property gifts.

The newly created Council enabled its members to act as a group to make sure that negative observations of the foundation field would not apply to them, and that requests for funding would be answered quickly and equitably. In 1997, with support from the William Caspar Graustein Memorial Fund, The Community Foundation for Greater New Haven, the United Way of Greater New Haven and others, the Council expanded to serve Greater New Haven, and in 1999, the Council changed its name to the Connecticut Council for Philanthropy, recognizing its statewide service.

Despite all the changes over the years, some things remain the same. The public sector is still calling for accountability and transparency for private foundations and CCP is still providing a voice for philanthropy and a place where funders learn from each other and work together to promote and support effective philanthropy for the public good.

Impact

1. CCP designed and executed the first “philanthropy conference” in CT, an all-day event that included a combined seven workshops, presentations and seminars. Over 250 participants including CEOs, staff, and board members from grantmakers state-wide. It was rated “excellent” or “good” by 94% of attendees and produced a budget surplus due to strong underwriting and conference fees.

2. The Working Cities Challenge initiative was proposed to be expanded to Connecticut by the Federal Reserve Bank of Boston. CCP was asked to serve as fiscal sponsor to expedite the management of state-wide grants and donations raised, plus the commitment from the State of Connecticut. This enabled the state to participate and benefit from a project that will total $3.25 million over four years and help stimulate economic development collaboratives in several small post-industrial cities.

3. During the year the President of CCP left, as did two other staff, resulting in a leadership transition period of several months. The board managed this short-term challenge while conducting a national search for a new president. CCP accomplished all of its goals for the year and ended the year with an operating surplus of approximately seven percent.

Goals for 2017

1. To complete the national search, hire and support the transition from the interim president to a new president (chief executive), and continue to meet the needs of CCP members by supporting funder affinity groups and a schedule of programs and meetings.

2. The board of directors will establish a new Diversity, Equity and Inclusion Committee. It will develop programs and related activities to give the field of philanthropy in CT an opportunity to respond to national issues, as well as provide CCP members with information and guidance to affect their own policies and practices, and grantmaking objectives.

3. CCP has a goal to increase membership income by $25,000 (10-12 new members), while maintaining grants and sponsorship support from members during a year of leadership transition.

Needs
  1. New members across the field including associate and professional members who support philanthropy
  2. Investments that enable deeper work within public policy and advocacy
  3. Sponsorship support for research, events and publications
CEO Statement

CCP is connected to a national network of “regional associations of grantmakers” that represents more than 7,000 philanthropies. This connection provides CCP’s members with access to a wealth of resources, ideas, best practices, and inspirational work being done by fellow grantmakers on a host of issues and projects. The essence of CCP’s mission is to provide the field of philanthropy with a means to advance goals for the greater good. In that sense, we help funders to go beyond the results that a single grantmaker can obtain and participate in a collaborative approach that leverages resources and combines funding to get more done. Funders often challenge nonprofits they support to partner with peer organizations to accomplish more and CCP provides the same opportunity for funders. The CCP staff are very engaged with their peers across the country through conferences, webinars, etc., and use these resources and connections to enhance the fundamental services and programs that they provide to members in Connecticut.

Board Chair Statement

My colleagues on the board of directors represent member organizations of CCP. Our service as volunteers on the board goes beyond the basic desire to contribute to an excellent organization. Our board represents several different kinds of grantmakers from different parts of the state with a wide variety of interests. We learn from each other and contribute to each other’s own organizational goals – both directly and indirectly. We share an overall determination to see private philanthropy grow, and to see our funding make a difference in the nonprofit community. Philanthropies are in a rare position to collaborate instead of compete to solve problems and serve the needs of our communities. The challenge for CCP is to convince more grantmakers in our state to participate with us in this endeavor. More of our peers need to experience the power of collaboration and the effectiveness of pulling knowledge, experience and resources together for the common good. We want to prove to more of our colleagues and peers that CCP is the voice of philanthropy in CT, and the venue for broad and sustaining success for our work.

Service Categories
Primary Organization Category Philanthropy,Voluntarism & Grantmaking Foundations / Philanthropy/Charity/ Voluntarism Promotion (General)
Secondary Organization Category Philanthropy,Voluntarism & Grantmaking Foundations / Alliances & Advocacy
Tertiary Organization Category Philanthropy,Voluntarism & Grantmaking Foundations / Professional Societies & Associations
Areas Served
State wide
Ansonia
Bethany
Branford
Cheshire
Derby
East Haven
Guilford
Hamden
Lower Naugatuck Valley
Madison
Milford
New Haven
North Branford
North Haven
Orange
Oxford
Seymour
Shelton
Shoreline
Wallingford
West Haven
Woodbridge
Other
The majority of our members are located throughout the state, but we also welcome out-of-state grantmakers who fund in Connecticut.
Programs
Description CCP convenes members around areas of interest, geography, foundation type and organizational position to build relationships, learn from one another, and support and promote effective grantmaking.
Population Served Adults / /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. Evaluation forms at close of network meeting, and 6 month follow-up evaluations to selected funder networks
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. Our members consistently rate these networks as the most valuable part of their membership and say that their work is leveraged and elevated by these networks and the support of CCP. Through the Early Childhood Network, the Early Childhood Funder Collaborative was created in 2011 and was instrumental in the creation of the Office of Early Childhood which brought five disparate departments dealing with children and families together as a step in building a system of early childhood that better serves all children, families and providers in Connecticut.
Description The Annual Luncheon & Conference brings together 300 representatives of foundations, corporate philanthropy, community foundations and other philanthropic organizations, as well as partners and leaders from across the state. This full-day philanthropic conference hosted by CCP promises to set the stage for our growing presence as the voice and leader of Connecticut’s philanthropic sector.
Population Served Adults / /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. An electronic survey is sent to attendees the morning after the conference
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. A staff member at one of CCP’s member organizations shared this quote on their electronic evaluation form following the 2015 Annual Meeting and Philanthropy Awards, “It reinforced the power of philanthropy and challenged us to activate change and support innovation and new models in service to the public good.”
Description CCP plans and presents programs for staff and trustees of member organizations and our partners that are intended to enhance skills, provide information about issues impacting the philanthropic field, and/or introduce emerging concepts and new research. Programs may also be offered that are responsive to current or time-sensitive issue and opportunities for Connecticut where philanthropy can play a part.
Population Served Adults / /
Program is linked to organization’s mission and strategy Yes
Program is frequently assessed based on predetermined program goals Yes
Program Success Monitored ByHelpOrganizations describe the tools used to measure or track program impact. CCP plans and presents programs for staff and trustees of member organizations and our partners that are intended to enhance skills, provide information about issues impacting the philanthropic field, and/or introduce emerging concepts and new research. Programs may also be offered that are responsive to current or time-sensitive issue and opportunities for Connecticut where philanthropy can play a part.
Examples of Program SuccessHelpOrganization's site specific examples of changes in clients' behaviors or testimonies of client's changes to demonstrate program success. A staff member at one of CCP’s member organizations shared this quote via the evaluation form distributed at close of a member-wide program, “Would like to now look more closely at the use of rubrics and the many ways they could be used in my work. Today’s session refreshed my outlook at the sub field of evaluation as a foundation staff person. I am now more curious to explore ways in which my foundation can evaluate the impact of our investments and work effectively with grantees to enhance learning together. Feedback on grant reporting is critical. Speaker was Inspirational!!”
Program Comments
CEO Comments

1.Challenges:  During the year the President of CCP left, as did two other staff, resulting in a leadership transition period of several months. The board managed this short-term challenge while conducting a national search for a new president. CCP accomplished all of its goals for the year and ended the year with an operating surplus of approximately seven percent.

1. Opportunity:  The Working Cities Challenge initiative was proposed to be expanded to Connecticut by the Federal Reserve Bank of Boston. CCP was asked to serve as fiscal sponsor to expedite the management of state-wide grants and donations raised, plus the commitment from the State of Connecticut. This enabled the state to participate and benefit from a project that will total $3.25 million over four years and help stimulate economic development collaboratives in several small post-industrial cities.

CEO/Executive Director
Ms. Karla Fortunato
Term Start May 2017
Email kfortunato@ctphilanthropy.org
Experience

Karla Fortunato, president of CCP, is responsible for the oversight of the ECFC. Fortunato brings deep experience in philanthropy, funder collaboration, systems-change and public policy. She came to CCP having served as director of the Health and Environmental Funders Network and associate director of policy of Health Care For All. Fortunato holds an MBA from the George Washington University and a BA from Randolph-Macon Woman’s College.

Staff
Number of Full Time Staff 4
Number of Part Time Staff 1
Number of Volunteers 20
Number of Contract Staff 1
Staff Retention Rate 60%
Staff Demographics - Ethnicity
African American/Black 1
Asian American/Pacific Islander 0
Caucasian 4
Hispanic/Latino 0
Native American/American Indian 0
Other 0 0
Staff Demographics - Gender
Male 1
Female 4
Unspecified 0
Former CEOs and Terms
NameTerm
Maggie Gunther Osborn Mar 2012 - June 2016
Nancy Roberts Jan 1992 - Apr 2013
Formal Evaluations
CEO Formal Evaluation Yes
CEO/Executive Formal Evaluation Frequency Annually
Senior Management Formal Evaluation Yes
Senior Management Formal Evaluation Frequency Annually
Non Management Formal Evaluation Yes
Non Management Formal Evaluation Frequency Annually
Collaborations
CCP collaborates with a wide range of philanthropic, government and nonprofit entities including but not limited to Office of Governor, state agencies, Federal Reserve Bank, Office of the Attorney General and state wide educational and academic institutions among others.  
Affiliations
AffiliationYear
Affiliate/Chapter of National Organization2000
Board Chair
Judith Meyers
Company Affiliation Childrens Fund of CT
Term May 2016 to May 2017
Board of Directors
NameAffiliation
R. David Addams William Caspar Graustein Memorial Fund
Paul Ballasy CohnReznick LLP
Ms. Karla Fortunato CT Council for Philanthropy
Linda Franciscovich The Grossman Family Foundation
Robert Haggett Newman’s Own Foundation
Juanita James Fairfield County's Community Foundation
Michael Johnston Jewish Community Foundation of Greater Hartford
Linda J Kelly Hartford Foundation for Public Giving
Kathryn Luria Webster Bank
Frances Padilla Universal Health Care Foundation of Connecticut
Guy Rovezzi Community Foundation of Northwest Connecticut
Christine Traczyk Farmington Bank Community Foundation
Fahd Vahidy Graustein Family Office
Board Demographics - Ethnicity
African American/Black 3
Asian American/Pacific Islander 1
Caucasian 8
Hispanic/Latino 1
Native American/American Indian 0
Other 1 0
Board Demographics - Gender
Male 7
Female 7
Standing Committees
Executive
 
 
Financials
Fiscal Year Start Jan 01 2017
Fiscal Year End Dec 31 2017
Projected Revenue $666,552.00
Projected Expenses $666,552.00
Credit Line No
Reserve Fund Yes
Documents
Form 990s
Form 9902015
Form 9902014
Form 9902013
Form 9902012
IRS Letter of Exemption
CCP IRS Determination Letter
Detailed Financials
Prior Three Years Revenue Sources ChartHelpThe financial analysis involves a comparison of the IRS Form 990 and the audit report (when available) and revenue sources may not sum to total based on reconciliation differences. Revenue from foundations and corporations may include individual contributions when not itemized separately.
Fiscal Year201520142013
Foundation and
Corporation Contributions
$138,922$246,083$133,289
Government Contributions$0$0$0
Federal------
State------
Local------
Unspecified------
Individual Contributions------
------
$23,635$20,627$48,840
Investment Income, Net of Losses$325$321$360
Membership Dues$375,864$355,269$296,136
Special Events------
Revenue In-Kind------
Other------
Prior Three Years Expense Allocations Chart
Fiscal Year201520142013
Program Expense$485,642$434,885$439,738
Administration Expense$118,033$108,584$123,017
Fundraising Expense$34,758$12,151$5,992
Payments to Affiliates------
Total Revenue/Total Expenses0.841.120.84
Program Expense/Total Expenses76%78%77%
Fundraising Expense/Contributed Revenue25%5%4%
Prior Three Years Assets and Liabilities Chart
Fiscal Year201520142013
Total Assets$891,729$846,937$608,606
Current Assets$882,282$834,956$591,788
Long-Term Liabilities$465,960$284,705$117,893
Current Liabilities$77,175$113,951$109,112
Total Net Assets$348,594$448,281$381,601
Prior Three Years Top Three Funding Sources
Fiscal Year201520142013
Top Funding Source & Dollar AmountHartford Foundation for Public Giving $24,000Newman's Own Foundation $100,000Newman's Own Foundation $80,400
Second Highest Funding Source & Dollar AmountLiberty Bank Foundation $18,200Hartford Foundation for Public Giving $42,724Hartford Foundation for Public Giving $45,000
Third Highest Funding Source & Dollar AmountWilliam Casper Graustein Memorial Fund $15,800The Community Foundation for Greater New Haven $15,652Connecticut Health Foundation $20,400
Solvency
Short Term Solvency
Fiscal Year201520142013
Current Ratio: Current Assets/Current Liabilities11.437.335.42
Long Term Solvency
Fiscal Year201520142013
Long-Term Liabilities/Total Assets52%34%19%
Capitial Campaign
Currently in a Capital Campaign? No
Comments
Foundation Staff Comments

This profile, including the financial summaries prepared and submitted by the organization based on its own independent and/or internal audit processes and regulatory submissions, has been read by the Foundation. Financial information is inputted by Foundation staff directly from the organization’s IRS Form 990, audited financial statements or other financial documents approved by the nonprofit’s board. The Foundation has not audited the organization’s financial statements or tax filings, and makes no representations or warranties thereon. The Community Foundation is continuing to receive information submitted by the organization and may periodically update the organization’s profile to reflect the most current financial and other information available. The organization has completed the fields required by The Community Foundation and updated their profile in the last year. To see if the organization has received a competitive grant from The Community Foundation in the last five years, please go to the General Information Tab of the profile.

Address 221 Main Street
3rd Floor
Hartford, CT 06106
Primary Phone 860 525-5585
Contact Email ccp@CTphilanthropy.org
CEO/Executive Director Ms. Karla Fortunato
Board Chair Judith Meyers
Board Chair Company Affiliation Childrens Fund of CT

 

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