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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 contact us at 765.644.0002 or lfloyd@madisonccf.org
Once you have the password you can click here to be directed to the PALS website.
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