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.
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