Planned Giving Answers Online

A Tool for Professional Advisors

A resource for professional advisors, PALs offers in-depth information about gift-planning tools often used in conjuction with community foundations.

Major areas discussed include charitable trusts, annuities, appreciated securities, and charitable tax rules. Each topical area describes what the concept is, how it works, what the tax consequences are, key advantages and disadvantages, and planning ideas and considerations.

Planned Giving Answers Online is available (with a password) simply by following this link to Pals Online. Use the link to have an e-mail password given to you so you can access this important and useful information whenever you need it.


More Online Resources for Advisors

Community Foundation Locator
There are more than 700 community foundations in the United States, over 90 of them in Indiana. Use the Council on Foundations Community Foundation Locator to find a community foundation to serve you and your clients. - www.cof.org/locator/

Council on Foundations
The Council on Foundations is a membership organization providing a wide variety of services primarily for endowed, grantmaking organizations throughout the United States and in foreign countries. The purposes of the Council are exclusively charitable and educational and are aimed at promoting, encouraging and enhancing the public good through private giving. - www.cof.org

Indiana Grantmakers Alliance
The Indiana Grantmakers Alliance is a membership organization of grantmaking staff and board members. The Indiana Grantmakers Alliance is dedicated to advancing philanthropy in Indiana by promoting legal, ethical, effective and efficient grantmaking. - www.indianagrantmakers.org

Planned Giving Design Center
The Planned Giving Design Center is a national network of websites that provide educational, design and implementation resources related to charitable gift planning to members of the legal, tax, financial, and gift planning communities. - www.pgdc.com/usa