Planned Giving

Recent statistics show that only 40 of all adults have a will. 70% of them are over the age of 55. Make sure the charitable causes you love are remembered when you create a will. Information on charitable giving is just a click away. Your local community foundation is pleased to provide you with Planned Giving Answers Online (PALS), a convenient, easy-to-use resource—that's FREE. You can get information about Charitable Bequests, Charitable Gift Annuities, Charitable Remainder Trusts, Retirement Plan Assets, Appreciated Securities, tax rules and much more. 

A Tool for Professional Advisors
Professional Advisors who work with clients to meet their charitable dreams can assess the tools available to meet those objectives and help create a plan that fulfills the clients' desires, with the help of the Planned Giving Answers Online (PALS). Planned Giving Answers Online is available (with a password) simply by following this link to PALS Online. You can find answers to the following questions and much more at PALS:

• 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?

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.