Advisor Tools

Planned Giving Answers Online

A Tool for Professional Advisors
Charitable Giving information is just a click away. Your local community foundation is pleased to provide to you with Planned Giving Answers Online ("PALS"), a convenient, easy to use and free resource.

As a professional advisor, you have the responsibility to know your client's objectives; assess the tools available to meet those objectives; and help create a plan to meet the objectives using the appropriate methods.

You may be surprised at how many of your clients include in their investment objectives finding a way to give back to society, memorialize a loved one, or simply "do good."

How do you raise the issue of philanthropy with your clients?
How do you expand the menu of services available to your clients that have charitable interests?
How do you keep up with the changing vocabulary and rules related to charitable gifts?

Planned Giving Answers Online is available (with a password) on our website.
For access to a password, contact us at 765.778.8444 or smcfpd@verizon.net
Once you have the password you can click here to be directed to the PALS website.