Enhance Your Services

Your clients turn to you for advice. They rely on your expertise to help them achieve their goals. One of those goals may involve charitable giving. The Community Foundation serves as a vehicle for easy, tax-effective giving. We have earned the trust of many financial advisors and we welcome the opportunity to work with you.

For information about Donor Advised Funds, Field of Interest Funds, Scholarship Funds, charitable planning or working with private foundations, contact us. We’ll be glad to answer any questions you may have.

To assist donors and their attorneys in making gifts to different types of funds at the Community Foundation, we have provided some suggestions for Bequest Language.

Planned Giving Answers Online
A Tool for Professional Advisors

The Community Foundation offers the essential technical information needed to work in the planned giving field through a tool for professional advisors called “PALS” or “Planned Giving Answers Online.”

Charitable giving information is just a click away. Planned Giving Answers Online (“PALS”), is a convenient, easy-to-use and free resource to help you meet your clients’ needs.

PALS covers these major areas:

• Charitable Bequests
  
• Charitable Gift Annuities
  
• Charitable Remainder Trusts
  
• Retirement Assets
  
• Gifts of Appreciated Securities
  
• Other Gifts (real estate, charitable lead trusts, pooled income funds, other topics)
  
• Opportunities and Pitfalls
  
• Gift and Estate Planning Concepts (gift tax, estate tax, trusts, other topics)
  
• Charitable Tax Rules
  
• More Information (an appendix on tax rates and other tables)
  
  
  Each topical area tells you:
  
• what the concept is
  
• how it works
  
• what the tax consequences are
  
• key advantages and disadvantages
  
• planning ideas and considerations
  

To access the Planned Giving Answers Online Web site, please click here.